BETA

PEMA FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
PEMA FOUNDATION INC (EIN 30-0202608)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-16
IRS object ID
201543209349102314
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-16T13:23:06-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN841595367PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AMG NATIONAL TRUST BANKBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16295 GREENWOOD PLAZA BLVDAddressLine1Txt
CityGREENWOOD VILLAGECityNm
State AbbreviationCOStateAbbreviationCd
ZIP801114908ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300202608EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PEMA FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPEMABusinessNameControlTxt
Phone3036942190PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1770 HIGH STREETAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80218ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER H COORSPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3036942190PhoneNum
Signature2015-11-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY KAYE JOHNSTON CPAPreparerPersonNm
PTINP00359771PTIN
Phone3036942190PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,360,355FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,701,584ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$89,323DividendsRevAndExpnssAmt
Dividends Net Invst Incm$89,323DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,925,117NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,684,190GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,925,117CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$25,760OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$22,760OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,741,784TotalRevAndExpnssAmt
Total Net Invst Incm$2,037,200TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,225AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,225AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$28,137OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$28,137OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,329OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$665OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$664OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$40,916TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$33,027TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,889TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,340,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,340,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,381,766TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$33,027TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,345,739TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,360,018ExcessRevenueOverExpensesAmt
Net Investment Income$2,004,173NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$987,485CashBOYAmt
Cash EOY$982,906CashEOYAmt
Cash EOYFMV$982,906CashEOYFMVAmt
Corporate Stock BOY$3,024,218CorporateStockBOYAmt
Corporate Stock EOY$5,454,977CorporateStockEOYAmt
Corporate Stock EOYFMV$8,177,727CorporateStockEOYFMVAmt
Other Investments BOY$366,497OtherInvestmentsBOYAmt
Other Investments EOY$300,335OtherInvestmentsEOYAmt
Other Investments EOYFMV$199,722OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,378,200TotalAssetsBOYAmt
Total Assets EOY$6,738,218TotalAssetsEOYAmt
Total Assets EOYFMV$9,360,355TotalAssetsEOYFMVAmt
Accounts Payable BOY$3,250AccountsPayableBOYAmt
Accounts Payable EOY$3,250AccountsPayableEOYAmt
Total Liabilities BOY$3,250TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,250TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$3,845,434CapitalStockBOYAmt
Capital Stock EOY$3,845,434CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$529,516RetainedEarningBOYAmt
Retained Earning EOY$2,889,534RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,374,950TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,734,968TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,378,200TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,738,218TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,374,950TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,360,018ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,734,968SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,734,968TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AMG NATIONAL TRUST-PUBLICLY TRADED SECURITIES LONG TERMP$2,632,145$759,073$1,873,072$1,873,072
CAPITAL GAINS DIVIDENDSP$52,045$52,045$52,045
FieldValueIRS element (for citing)
Capital Gain Net Income$1,925,117CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,519,267AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,618,466NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.328955DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,005,054AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,223,828NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.237949DistributionYr2Rt
Adjusted Qlfy Distri Yr3$283,385AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,970,147NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.071379DistributionYr3Rt
Adjusted Qlfy Distri Yr4$341,446AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,298,539NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.103514DistributionYr4Rt
Adjusted Qlfy Distri Yr5$178,133AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,801,991NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.063574DistributionYr5Rt
Total Distribution0.805371TotalDistributionRt
Average Distribution0.161074AverageDistributionRt
Net Vl Noncharitable Assets$6,553,240NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,055,557AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$20,042NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,075,599AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,345,739QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$20,042InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$20,042SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$20,042TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$41,023EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$41,023TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$353EsPenaltyAmt
Overpayment$20,628OverpaymentAmt
Applied To ES Tax$20,628AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksAMG NATIONAL TRUST BANKIndividualWithBooksNm
Phone3036942190PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16295 GREENWOOD PLAZA BLVDAddressLine1Txt
CityGREENWOOD VILLAGECityNm
State AbbreviationCOStateAbbreviationCd
ZIP801114908ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER H COORS
770 HIGH STREETDENVERCO80218DIRECTOR0.00$0$0$0
MARILYN E COORS
770 HIGH STREETDENVERCO80218DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,439,834AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,213,202AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,653,036TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,653,036AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$99,796CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,553,240NetVlNoncharitableAssetsAmt
Minimum Investment Return$327,662MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$327,662MinimumInvestmentReturnAmt
Tax Based On Investment Income$20,042TaxBasedOnInvestmentIncomeAmt
Total Tax$20,042TotalTaxAmt
Distributable Before Adj$307,620DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$307,620DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$307,620DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,345,739ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,345,739QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$20,042PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,325,697AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$307,620DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$118,843ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$88,088ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$798,051ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,289,946ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,294,928TotalExcessDistributionCyovAmt
Qualifying Distributions$1,345,739QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$307,620AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,038,119RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,333,047TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,333,047ExcessDistriCyovToNextYrAmt
Excess From Year4$118,843ExcessFromYear4Amt
Excess From Year3$88,088ExcessFromYear3Amt
Excess From Year2$798,051ExcessFromYear2Amt
Excess From Year1$1,289,946ExcessFromYear1Amt
Excess From Current Year$1,038,119ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPETER H COORSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACE SCHOLARSHIPS
1201 E COLFAX AVEDENVERCO80218NONEEXEMPTEDUCATION$9,000
AIR FORCE ACADEMY FOUNDATION
10 LAKE CIRCLECOLORADO SPRINGSCO80906NONEEXEMPTEDUCATION$500
AMERICAN ENTERPRISE INSTITUTE
1150 17TH ST NWWASHINGTONDC20036NONEEXEMPTCOMMUNITY SERVICE$600,000
ARCHDIOCESE OF DENVER
1300 S STEELE STDENVERCO80210NONEEXEMPTRELIGIOUS$10,000
ARRUPE JESUIT HIGH SCHOOL
4343 UTICA STREETDENVERCO80212NONEEXEMPTEDUCATION$50,000
AUGUSTINE INSTITUTE
6160 S SYRACUSE WAY SUITE 310GREENWOOD VILLAGECO80111NONEEXEMPTRELIGIOUS$10,000
BOY SCOUTS OF AMERICA-DENVER AREA COUNCIL
10455 W 6TH AVELAKEWOODCO80215NONEEXEMPTCOMMUNITY SERVICE$30,000
CATHOLIC CHARITIES
4045 PECOS STREETDENVERCO80211NONEEXEMPTCOMMUNITY SERVICE$2,000
COMMON SENSE POLICY ROUNDTABLE
4950 S YOSEMITE STREET F2 314GREENWOOD VILLAGECO80111NONEEXEMPTCOMMUNITY SERVICE$10,000
COLORADO BUSINESS HALL OF FAME
1445 MARKET STDENVERCO80202NONEEXEMPTCOMMUNITY SERVICE$19,000
COLORADO CHRISTIAN UNIVERSITY
8787 W ALAMEDA AVENUELAKEWOODCO80226NONEEXEMPTEDUCATION$21,000
COLORADO DOMINICAN VOCATION FOUNDATION
3005 W 29TH AVENUEDENVERCO80211NONEEXEMPTRELIGIOUS$6,600
CYSTIC FIBROSIS FOUNDATION
400 S COLORADO BLVD STE 840DENVERCO80246NONEEXEMPTCOMMUNITY$500
DARRELL GWYNN FOUNDATION
4850 SW 52ND STREETDAVIEFL33314NONEEXEMPTMEDICAL$10,000
DENVER RESCUE MISSION
PO BOX 5206DENVERCO80217NONEEXEMPTCOMMUNITY SERVICE$2,000
DENVER ZOOLOGICAL FOUNDATION
2300 STEELE STREETDENVERCO80205NONEEXEMPTCOMMUNITY$1,000
DUCKS UNLIMITED
ONE WATERFOWL WAYMEMPHISTN381202351NONEEXEMPTCOMMUNITY$92,500
ENDOW
6021 SOUTH SYRACUSE WAY SUITE 220GREENWOOD VILLAGECO80111NONEEXEMPTRELIGIOUS$10,000
FOCUS
603 PARK POINT DRIVEGENESEECO80401NONEEXEMPTRELIGIOUS$50,000
HEBREW EDUCATIONAL ALLIANCE
3600 SOUTH IVANHOE STREETDENVERCO802371196NONEEXEMPTRELIGIOUS$500
HOLY FAMILY CATHOLIC CHURCH
5195 W 144TH AVEBROOMFIELDCO80023NONEEXEMPTRELIGIOUS$2,500
INDEPENDENCE INSTITUTE
727 E 16TH AVEDENVERCO80203NONEEXEMPTCOMMUNITY$5,000
JEFFCO STUDENTS FIRST
PO BOX 1563EVERGREENCO80437NONEEXEMPTEDUCATION$50,000
JEROME LEJEUNE FOUNDATION
6397 DREXEL RDPHILADELPHIAPA19151NONEEXEMPTMEDICAL$10,000
MARINE CORPS SCHOLARSHIP FOUNDATION
909 N WASHINGTON ST STE 400ALEXANDRIAVA22314NONEEXEMPTMILITARY$1,000
MIZEL INSTITUTE
400 S CARNEY STREETDENVERCO80224NONEEXEMPTCULTURAL$10,000
NATIONAL CATHOLIC BIOETHICS CENTER
6399 DREXEL ROADPHILADELPHIAPA19151NONEEXEMPTRELIGIOUS$30,000
NAVY SEAL FOUNDATION
1619 D STREET BLDG 5326VIRGINIA BEACHVA23459NONEEXEMPTMILITARY SUPPORT$5,000
PHILIP EXETER ACADEMY
20 MAIN STREETEXETERNH03833NONEEXEMPTEDUCATION$5,000
REAL LIFE CATHOLIC
6160 S SYRACUSE WAY SUITE B225GREENWOOD VILLAGECO80111NONEEXEMPTRELIGIOUS$10,000
RELIGIOUS SISTERS OF MERCY
1300 S STEELE STDENVERCO802102526NONEEXEMPTRELIGIOUS$20,000
ROCKY MOUNTAIN VICTIM LAW CENTER
1557 N OGDEN ST STE 2DENVERCO80218NONEEXEMPTCOMMUNITY$500
ST APOLLINARIS CATHOLIC CHURCH
3700 LASSEN STNAPACA94558NONEEXEMPTRELIGIOUS$250
ST JOSEPH'S CHURCH
969 ULYSSES STREETGOLDENCO80401NONEEXEMPTRELIGIOUS$101,000
STEP 13
2029 LARIMER STDENVERCO80205NONEEXEMPTCOMMUNITY$5,000
TAPS
3033 WILSON BLVD SUITE 630ARLINGTONVA22201NONEEXEMPTMILITARY$10,000
TEACH AMERICA
1391 SPEER BLVDDENVERCO80204NONEEXEMPTEDUCATION$125,000
THE CHOSEN AND DEARLY LOVED FOUNDATION
1400 WEWATTA STREET SUITE 900DENVERCO80202NONEEXEMPTCOMMUNITY SERVICE$10,000
THIRD WAY CENTER
1133 NORTH LINCOLN STDENVERCO80203NONEEXEMPTCOMMUNITY SERVICE$5,000
VAIL VALLEY CHARITABLE FUND
PO BOX 2307EDWARDSCO81632NONEEXEMPTCOMMUNITY$500
YOUNG CATHOLIC PROFESSIONALS
6060 NORTH CENTRAL EXPRESSWAY SUITEDALLASTX75206NONEEXEMPTRELIGIOUS$500560
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,340,850TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$89,323ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,760ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,925,117ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
Desc2013 OVERPYMT REFUNDED IN ERRORDesc
Unrelated Business Taxbl Incm$3,000UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$3,000UnrelatedBusinessTaxblIncmAmt
Exclusion$2,037,200ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,040,200TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (7 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
HOLLAND H COORS CHARITABLE TRUST TW
16295 GREENWOOD PLAZA BLVDGREENWOOD VILLAGECO80111$280,963Yes (X)
PETER H MARILYN E COORS
2770 HIGH STREETDENVERCO80218$1,000,000Yes (X)
PETER H MARILYN E COORS
3770 HIGH STREETDENVERCO80218$1Yes (X)Yes (X)
PETER H MARILYN E COORS
4770 HIGH STREETDENVERCO80218$1Yes (X)Yes (X)
PETER H MARILYN E COORS
5770 HIGH STREETDENVERCO80218$79,143Yes (X)Yes (X)
PETER H MARILYN E COORS
6770 HIGH STREETDENVERCO80218$270,319Yes (X)Yes (X)
PETER H MARILYN E COORS
7770 HIGH STREETDENVERCO80218$71,157Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
318,182 SHARES GRAPHIC PACKAGING HOLDING CO$232,5482014-09-12
459,074 SHARES GRAPHIC PACKING HOLDING CO$661,9242014-10-21
511,109 SHARES US BANCORP$467,8002014-09-12
637,944 SHARES US BANCORP$1,597,8222014-09-12
79,988 SHARES US BANCORP$407,8102014-10-07

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2012 TAX PREPARATION & ACCOUNTING FEES$4,100$2,050$2,050
2013 TAX PREPARATION & ACCOUNTING FEES$4,350$2,175$2,175

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BUFFALO SMALL CAP FUND #1444$80,200$106,138
CAUSEWAY INTERNATIONAL VALUE FUND INST #1271$47,313$49,756
ETFS PALLADIUM TRUST$70,411$50,214
ETFS PLATINUM TRUST$71,249$100,040
GOLDMAN SACHS FS FEDERAL INST #520$2,435,588$2,435,588
GRAPHIC PACKAGING HOLDING CO$1$401,790
HARBOR MID CAP VALUE FUND #023$48,039$111,847
HARDING LOEVNER EMERGING MKTS$115,080$105,626
ISHARES MSCI EMU$262,564$241,304
ISHARES S&P NORTHERN AMERICAN NATURAL RESOURCES SECTOR INDEX FUND$124,409$112,163
ISHARES RUSSELL MIDCAP VALUE INDEX FUND$58,294$87,258
ISHARES RUSSELL MIDCAP INDEX$232,297$354,292
ISHARES RUSSELL 2000 VALUE$101,393$136,658
ISHARES MSCI ACWI EX US INDEX FUND$324,023$319,510
ISHARES SILVER TRUST$22,934$12,515
MOLSON COORS BREWING CO -B$629,183$1,486,227
OAKMARK INTERNATIONAL FUND (HARRIS)$227,660$233,456
SPDR S&P 500 ETF TRUST$265,034$392,581
T ROWE PRICE MID-CAP GROWTH #64$139,904$188,402
US BANKCORP DEL COM NEW$1$988,900
WEITZ VALUE FUND$80,200$138,204
WILLIAM BLAIR INTL GROWTH-I$119,200$125,258

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ANCHORAGE VENTURE FUND V LLLPAT COST$59,265$112,395
ECA MARCELLUS TRUST IAT COST$241,070$87,327

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DELAWARE ANNUAL FEE$284$142$142
FOUNDATION EXPENSE$1,000$500$500
BANK CHARGES$45$23$22

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INCOME FROM PARTNERSHIPS$22,760$22,760$22,760
2013 OVERPYMT REFUNDED IN ERROR$3,000$3,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$28,137Amt
Net Investment Income$28,137NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2013 990-PF ESTIMATED TAX PAYMENTCategoryTxt
Amt$3,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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