AVENIR FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AVENIR FOUNDATION INC (EIN 84-1245939)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-16
- IRS object ID
- 201520489349100602
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-16T10:52:37-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 840509647 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON DOWNING GROUP LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 UNION BOULEVARD SUITE 215 | AddressLine1 |
| City | LAKEWOOD | City |
| State | CO | State |
| ZIP Code | 80228 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841245939 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Avenir Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AVEN | BusinessNameControlTxt |
| Phone | 3032322262 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 Union Blvd 300 No 300 | AddressLine1 |
| City | Lakewood | City |
| State | CO | State |
| ZIP Code | 80228 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Norman L Wilson | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 3032322262 | PhoneNum |
| Signature | 2015-02-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Johnnie L Downing | PreparerPersonNm |
| PTIN | P00186638 | PTIN |
| Phone | 3032322262 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $325,053 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $14,752,986 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $349 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $349 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $118,045 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,292,585 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,219,056 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $14,871,380 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,219,405 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $140,786 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $140,786 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $289 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $275 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $143,475 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $140,786 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,753,342 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,753,342 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,896,817 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $140,786 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,753,617 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,437 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,078,619 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $228,479 | CashBOYAmt |
| Cash EOY | $312,828 | CashEOYAmt |
| Cash EOYFMV | $312,828 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $122,011 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $12,225 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $12,225 | PrepaidExpensesEOYFMVAmt |
| Total Assets BOY | $350,490 | TotalAssetsBOYAmt |
| Total Assets EOY | $325,053 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $325,053 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $350,490 | RetainedEarningBOYAmt |
| Retained Earning EOY | $325,053 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $350,490 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $325,053 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $350,490 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $325,053 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $350,490 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,437 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $325,053 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $325,053 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Berkshire Hathaway CL A 10 shs | D | 2013-07-01 | 2013-07-09 | $1,736,005 | $11,786 | $1,724,219 | $1,724,219 |
| Berkshire Hathaway CL A 15 shs | D | 2013-07-01 | 2013-07-11 | $2,610,000 | $10,601 | $2,599,399 | $2,599,399 |
| Berkshire Hathaway CL A 15 shs | D | 2013-09-20 | 2013-10-18 | $2,640,000 | $14,201 | $2,625,799 | $2,625,799 |
| Berkshire Hathaway CL A 15 shs | D | 2013-09-20 | 2013-12-09 | $2,640,000 | $14,200 | $2,625,800 | $2,625,800 |
| Berkshire Hathaway CL A 22 shs | D | 2014-03-10 | 2014-03-11 | $4,105,010 | $19,133 | $4,085,877 | $4,085,877 |
| Berkshire Hathaway CL A 3 shs | D | 2014-03-25 | 2014-03-26 | $561,570 | $3,608 | $557,962 | $557,962 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,219,056 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,565,512 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,826,898 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 3.283472 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,304,924 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,149,659 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.932988 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,768,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $711,498 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.485601 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $285,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $746,207 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.381932 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,360,633 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,025,865 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.110635 | DistributionYr5Rt |
| Total Distribution | 10.194628 | TotalDistributionRt |
| Average Distribution | 2.038926 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,132,948 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,426,775 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $140,786 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,567,561 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,753,617 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $140,786 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $140,786 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $140,786 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $153,011 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $153,011 | TotalPaymentsAndCreditsAmt |
| Overpayment | $12,225 | OverpaymentAmt |
| Applied To ES Tax | $12,225 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Norman L Wilson | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3032322262 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 Union Blvd Suite 300 | AddressLine1 |
| City | Lakewood | City |
| State | CO | State |
| ZIP Code | 802281841 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Alice Dodge Wallace | ||||||||
| 215 Union Blvd Suite 300 | Lakewood | CO | 80228 | President/Director | 0.00 | $0 | $0 | $0 |
| Margaret Boynton Wallace | ||||||||
| 215 Union Blvd Suite 300 | Lakewood | CO | 80228 | Secretary/Director | 0.00 | $0 | $0 | $0 |
| William Dodge Wallace | ||||||||
| 215 Union Blvd Suite 300 | Lakewood | CO | 80228 | Vice-President/Director | 0.00 | $0 | $0 | $0 |
| Norman L Wilson | ||||||||
| 215 Union Blvd Suite 300 | Lakewood | CO | 80228 | Treasurer/Director | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $426,025 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,769,861 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,195,886 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,195,886 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,938 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,132,948 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $206,647 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $206,647 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $140,786 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $140,786 | TotalTaxAmt |
| Distributable Before Adj | $65,861 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $65,861 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $65,861 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,753,617 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,753,617 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $140,786 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,612,831 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $65,861 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,281,160 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $285,000 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,756,525 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,317,593 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,612,143 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $24,252,421 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,753,617 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $65,861 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,687,756 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $38,940,177 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,281,160 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $35,659,017 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $285,000 | ExcessFromYear4Amt |
| Excess From Year3 | $1,756,525 | ExcessFromYear3Amt |
| Excess From Year2 | $6,317,593 | ExcessFromYear2Amt |
| Excess From Year1 | $12,612,143 | ExcessFromYear1Amt |
| Excess From Current Year | $14,687,756 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Alice Dodge Wallace | ContributingManagerNm |
| Contributing Manager | Margaret Boynton Wallace | ContributingManagerNm |
| Contributing Manager | William Dodge Wallace | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Arnold Schoenberg Institute | |||||||||||
| Schwarzenbergplatz 6 | Wien | AU | None | Public Charity | General Operating Funds | $100,000 | |||||
| Ars Nova Singers Inc | |||||||||||
| None | Public Charity | General Operating Funds | $25,000 | P O Box 4151 | Boulder | CO | 80306 | ||||
| Bat Conservation International | |||||||||||
| None | Public Charity | Support of the critical bat-conservation WNS project in Pennsylvania | $100,000 | 4945 W Paseo de la Estellas | Tucson | AZ | 85745 | ||||
| Central City Opera | |||||||||||
| None | Public Charity | General Operating Funds | $150,000 | 400 S Colorado Blvd 530 | Denver | CO | 80246 | ||||
| Colorado Ballet | |||||||||||
| None | Public Charity | General Operating Funds | $20,000 | 1278 Lincoln ST | Denver | CO | 80203 | ||||
| Colorado State University | |||||||||||
| None | Public Charity | Construction of an expanded Avenir Museum of Design and Merchandising building | $5,000,000 | College of Health and Human | Fort Collins | CO | 80523 | Sciences | |||
| Colorado Symphony Orchestra | |||||||||||
| None | Public Charity | General Operating Funds | $500,000 | 1000 14th St 15 | Denver | CO | 80202 | ||||
| NARAL-Pro Choice America Foundation | |||||||||||
| None | Public Charity | General Operating Funds | $100,000 | 1156 15th St NW 700 | Washington | DC | 20005 | ||||
| NARAL-Pro Choice Colorado Foundation | |||||||||||
| None | Public Charity | General Operating Funds | $100,000 | 1905 Sherman St 800 | Denver | CO | 80203 | ||||
| Opera Colorado | |||||||||||
| None | Public Charity | General Operating Funds | $125,000 | 695 S Colorado Blvd 20 | Denver | CO | 80246 | ||||
| Pathfinder International | |||||||||||
| None | Public Charity | General Operating Funds | $100,000 | 9 Galen St 217 | Watertown | MA | 02472 | ||||
| Planned Parenthood Federation of America | |||||||||||
| None | Public Charity | General Operating Funds | $100,000 | 434 W 33rd ST | New York | NY | 10001 | ||||
| Planned Parenthood Federation of the Rocky Mountains | |||||||||||
| None | Public Charity | General Operating Funds | $100,000 | 7155 E 38th Ave | Denver | CO | 80207 | ||||
| Santa Fe Opera | |||||||||||
| None | Public Charity | Produce opera "" | $750,000 | P O Box 2408 | Santa Fe | NM | 87504 | ||||
| Spayed Club | |||||||||||
| None | Public Charity | Support for the remodeling project to expand their medical clinic | $77,500 | 800 Chester Pike Suite B | Sharon Hill | PA | 19079 | ||||
| Symphony Fund | |||||||||||
| None | Public Charity | Symphony Fund Endowment | $600,000 | 1000 14th St 15 | Denver | CO | 80202 | ||||
| The Clements Museum Univeristy of Mighigan | |||||||||||
| None | Endowment | $4,000,000 | 909 S University Ave | Ann Arbor | MI | 48109 | |||||
| The Textile Museum | |||||||||||
| None | Support for new conservation and storage areas | $2,805,842 | 701 21st Street NW | Washington | DC | 20052 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,753,342 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $349 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $118,045 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $118,394 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $118,394 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | Used to make contributions and to pay exempt function expenses. |
| 4 | Used to make contributions and to pay exempt function expenses. |
| 8 | Used to make contributions and to pay exempt function expenses. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Beaumont Investments LTD | ||||||
| 1 | 215 Union Blvd Suite 300 | Lakewood | CO | 802281841 | $4,246,013 | Yes (X) |
| Beaumont Investments LTD | ||||||
| 2 | 215 Union Blvd Suite 300 | Lakewood | CO | 802281841 | $5,276,745 | Yes (X) |
| Beaumont Investments LTD | ||||||
| 3 | 215 Union Blvd Suite 300 | Lakewood | CO | 802281841 | $4,070,011 | Yes (X) |
| Beaumont Investments LTD | ||||||
| 4 | 215 Union Blvd Suite 300 | Lakewood | CO | 802281841 | $560,217 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 25 shares of Berkshire Hathaway Class A common stock | $4,246,013 | 2013-07-01 |
| 2 | 30 shares of Berkshire Hathaway Class A common stock | $5,276,745 | 2013-09-20 |
| 3 | 22 shares of Berkshire Hathaway Class A common stock | $4,070,011 | 2014-03-10 |
| 4 | 3 shares of Berkshire Hathaway Class A common stock | $560,217 | 2014-03-25 |
Charitable Contributions Detail CharitableContributionsDetail (4 entries)
| ContributorContributorNum | Gift PurposeGiftPurposeTxt | Gift UseGiftUseTxt | How Gift Is HeldHowGiftIsHeldDesc |
|---|---|---|---|
| 1 | For the Foundations normal operations | Grants and contributions as set out on 990PF Part XV | Stock sold |
| 2 | For the Foundations normal operationsFor the Foundations normal operations | Grants and contributions as set out on 990PF Part XV | Stock sold |
| 3 | For the Foundations normal operatFor the Foundations normal operations | Grants and contributions as set out on 990PF Part XV | Stock sold |
| 4 | For the Foundations normal operation | Grants and contributions as set out on 990PF Part XV | Stock sold |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $2,400 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other office expenses | Desc |
| Revenue And Expenses Per Books | $289 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $275 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Beaumont Investments Ltd | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 Union Blvd Suite 300 | AddressLine1 |
| City | Lakewood | City |
| State | CO | State |
| ZIP Code | 802281841 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Excise Taxes | CategoryTxt |
| Amt | $140,786 | Amt |
| Net Investment Income | $140,786 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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