PEMA FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: PEMA FOUNDATION INC (EIN 30-0202608)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-11-12
IRS object ID: 201443169349100304
Schema version: 2013v3.0
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
Investments Corp Stock Schedule
Investments Other Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-11-12T08:00:44-06:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	841595367	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	AMG NATIONAL TRUST BANK	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	6501 E BELLEVIEW AVE STE 400	AddressLine1
City	ENGLEWOOD	City
State	CO	State
ZIP Code	801116020	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	300202608	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PEMA FOUNDATION INC	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	PEMA	BusinessNameControlTxt
Phone	3036942190	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	15205 WEST 32ND AVENUE	AddressLine1
City	GOLDEN	City
State	CO	State
ZIP Code	80401	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PETER H COORS	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	3036942190	PhoneNum
Signature	2014-11-06	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MARY KAYE JOHNSTON CPA	PreparerPersonNm
PTIN	P00359771	PTIN
Phone	3036942190	PhoneNum

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$5,449,283	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,410,963	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$74,645	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$74,645	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$23,953	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,051,003	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$27,678	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$27,678	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,489,333	TotalRevAndExpnssAmt
Total Net Invst Incm	$102,323	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	$3,800	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,900	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$1,900	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$20,139	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$20,139	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$3,000	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$1,337	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$169	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$168	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$28,276	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$22,208	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,068	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,518,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,518,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,546,276	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$22,208	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,520,068	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$56,943	ExcessRevenueOverExpensesAmt
Net Investment Income	$80,115	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$597,839	CashBOYAmt
Cash EOY	$987,485	CashEOYAmt
Cash EOYFMV	$987,485	CashEOYFMVAmt
Acct Rcvbl BOY	$1,980	AcctRcvblBOYAmt
Corporate Stock BOY	$3,738,298	CorporateStockBOYAmt
Corporate Stock EOY	$3,288,899	CorporateStockEOYAmt
Corporate Stock EOYFMV	$4,308,103	CorporateStockEOYFMVAmt
Other Investments BOY	$92,526	OtherInvestmentsBOYAmt
Other Investments EOY	$101,816	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$153,695	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$1,250	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$4,431,893	TotalAssetsBOYAmt
Total Assets EOY	$4,378,200	TotalAssetsEOYAmt
Total Assets EOYFMV	$5,449,283	TotalAssetsEOYFMVAmt
Accounts Payable EOY	$3,250	AccountsPayableEOYAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$3,250	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$3,845,434	CapitalStockBOYAmt
Capital Stock EOY	$3,845,434	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$586,459	RetainedEarningBOYAmt
Retained Earning EOY	$529,516	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,431,893	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$4,374,950	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,431,893	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$4,378,200	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,431,893	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$56,943	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$4,374,950	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$4,374,950	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
11,450 SHARES OF PIMCO HIGH YIELD INST #108	P	2012-05-18	2013-05-01	$112,773	$105,040	$7,733	$7,733
11,450 SHARES OF PIMCO HIGH YIELD INST #108	P	2012-06-18	2013-05-01	$112,773	$105,040	$7,733	$7,733
4,946 SHARES OF PIMCO GLOBAL BOND FUND INST #102	P	2012-06-18	2013-05-03	$48,256	$50,040	-$1,784	-$1,784
4,859SHARES OF PIMCO GLOBAL BOND FUND INST #102	P	2012-08-17	2013-05-03	$47,412	$50,040	-$2,628	-$2,628
599SHARES OF COHEN & STEERS REALTY SHARES#1262	P	2012-06-18	2013-05-03	$44,229	$40,040	$4,189	$4,189
5,751 SHARES OF ISHARES MSCI ACWI EX US INDEX FUND	P	2013-05-03	2013-05-08	$259,711	$256,704	$3,007	$3,007
247 SHARES OF I SHARES SILVER TRUST	P	2012-06-18	2013-05-23	$5,323	$6,817	-$1,494	-$1,494
1,158 SHARES OF ISHARES MSCI EMERGING MARKET	P	2013-05-03	2013-12-04	$47,529	$50,393	-$2,864	-$2,864
NET LOSS ON REORGANIZATION OF EASTERN NATURAL GAS TO EAC MARCELLUS TRUST	P	2000-07-01	2013-03-19		$40,101	-$40,101	-$40,101
11,364 SHARES OF PIMCO HIGH YIELD INST #108	P	2012-04-18	2013-05-01	$111,919	$105,040	$6,879	$6,879
4,931 SHARES OF PIMCO GLOBAL BOND FUND INST #102	P	2012-04-18	2013-05-03	$48,113	$50,040	-$1,927	-$1,927
603 SHARES OF COHEN & STEERS REALTY SHARES#1262	P	2012-04-18	2013-05-03	$44,509	$40,040	$4,469	$4,469
541 SHARES OF USAA PRECIOUS METALS AND MINERALS FUND #50	P	2009-06-11	2013-05-23	$8,617	$15,040	-$6,423	-$6,423
416 SHARES OF USAA PRECIOUS METALS AND MINERALS FUND #50	P	2009-07-09	2013-05-23	$6,632	$10,040	-$3,408	-$3,408
371 SHARES OF USAA PRECIOUS METALS AND MINERALS FUND #50	P	2009-08-11	2013-05-23	$5,915	$10,040	-$4,125	-$4,125
313 SHARES OF USAA PRECIOUS METALS AND MINERALS FUND #50	P	2009-09-11	2013-05-23	$4,979	$10,040	-$5,061	-$5,061
293 SHARES OF USAA PRECIOUS METALS AND MINERALS FUND #50	P	2009-10-13	2013-05-23	$4,662	$10,040	-$5,378	-$5,378
420 SHARES OF I SHARES SILVER TRUST	P	2011-06-07	2013-05-23	$9,052	$15,316	-$6,264	-$6,264
402 SHARES OF I SHARES SILVER TRUST	P	2011-08-08	2013-05-23	$8,664	$15,404	-$6,740	-$6,740
707 SHARES OF ISHARES MSCI EMERGING MARKET	P	2012-04-18	2013-12-04	$29,018	$29,798	-$780	-$780
796 SHARES OF ISHARES MSCI EMERGING MARKET	P	2012-05-18	2013-12-04	$32,671	$30,116	$2,555	$2,555
769 SHARES OF ISHARES MSCI EMERGING MARKET	P	2012-06-18	2013-12-04	$31,563	$29,787	$1,776	$1,776
CAPITAL GAINS DIVIDENDS	P			$26,683		$26,683	$26,683

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$23,953	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,005,054	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$4,223,828	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.237949	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$283,385	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$3,970,147	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.071379	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$341,446	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$3,298,539	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.103514	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$178,133	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$2,801,991	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.063574	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$158,404	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$3,064,566	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.051689	DistributionYr5Rt
Total Distribution	0.528105	TotalDistributionRt
Average Distribution	0.105621	AverageDistributionRt
Net Vl Noncharitable Assets	$4,618,466	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$487,807	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$801	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$488,608	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,520,068	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	$801	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$801	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$801	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$3,824	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$3,824	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Overpayment	$3,023	OverpaymentAmt
Applied To ES Tax	$3,023	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	DE	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	AMG NATIONAL TRUST BANK	IndividualWithBooksNm
Phone	3036942190	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	6501 EAST BELLEVIEW AVENUE SUITE	AddressLine1
Address Line2	400	AddressLine2
City	ENGLEWOOD	City
State	CO	State
ZIP Code	801116020	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 (2 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
PETER H COORS
15205 WEST 32ND AVENUE	GOLDEN	CO	80401	DIRECTOR	0.00	$0	$0	$0
MARILYN E COORS
15205 WEST 32ND AVENUE	GOLDEN	CO	80401	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	$4,293,464	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$395,334	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$4,688,798	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$4,688,798	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$70,332	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$4,618,466	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$230,923	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$230,923	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$801	TaxBasedOnInvestmentIncomeAmt
Total Tax	$801	TotalTaxAmt
Distributable Before Adj	$230,122	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$230,122	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$230,122	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,520,068	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,520,068	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$801	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,519,267	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$230,122	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr3	$118,843	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$88,088	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$798,051	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,004,982	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,520,068	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$230,122	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,289,946	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$2,294,928	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	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$2,294,928	ExcessDistriCyovToNextYrAmt
Excess From Year3	$118,843	ExcessFromYear3Amt
Excess From Year2	$88,088	ExcessFromYear2Amt
Excess From Year1	$798,051	ExcessFromYear1Amt
Excess From Current Year	$1,289,946	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	PETER H COORS	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ACE SCHOLARSHIPS
1201 E COLFAX AVE	DENVER	CO	80218	NONE	EXEMPT	EDUCATION	$9,000
AMERICAN DIABETES ASSOCIATION
2460 W 26TH AVE 500 C	DENVER	CO	80211	NONE	EXEMPT	MEDICAL	$5,000
AMERICAN ENTERPRISE INSTITUTE
1150 17TH ST NW	WASHINGTON	DC	20036	NONE	EXEMPT	COMMUNITY SERVICE	$600,000
AMERICAN RED CROSS MILE HIGH CHAPTER
444 SHERMAN ST	DENVER	CO	80203	NONE	EXEMPT	COMMUNITY SERVICE	$5,000
ARCHDIOCESE OF DENVER
1300 S STEELE ST	DENVER	CO	80210	NONE	EXEMPT	RELIGIOUS	$100,000
ARRUPE JESUIT HIGH SCHOOL
4343 UTICA STREET	DENVER	CO	80212	NONE	EXEMPT	EDUCATION	$12,000
AUGUSTINE INSTITUTE
6160 S SYRACUSE WAY SUITE 310	GREENWOOD VILLAGE	CO	80111	NONE	EXEMPT	RELIGIOUS	$20,000
BOY SCOUTS OF AMERICA-DENVER AREA COUNCIL
10455 W 6TH AVE	LAKEWOOD	CO	80215	NONE	EXEMPT	COMMUNITY SERVICE	$60,000
CANCER LEAGUE OF COLORADO
PO BOX 5373	ENGLEWOOD	CO	80155	NONE	EXEMPT	MEDICAL	$9,750
CATHOLIC FOUNDATION-A NEW HARVEST CAMPAIGN
3801 E FLORIDA AVENUE SUITE 725	DENVER	CO	80210	NONE	EXEMPT	RELIGIOUS	$200,000
CATHOLIC RADIO NETWORK
201 N INDUSTRIAL PARK RD	EXCELSIOR SPRINGS	MO	64024	NONE	EXEMPT	RELIGIOUS	$5,000
CATHOLIC RELIEF SERVICES
228 W LEXINGTON ST	BALTIMORE	MD	212013443	NONE	EXEMPT	RELIGIOUS	$20,000
CENTRO SAN JUAN DIEGO
2830 LAWRENCE ST	DENVER	CO	80205	NONE	EXEMPT	RELIGIOUS	$1,500
COLORADO BUSINESS HALL OF FAME
1445 MARKET ST	DENVER	CO	80202	NONE	EXEMPT	COMMUNITY SERVICE	$9,000
COLORADO COUNCIL FOR ECONOMIC EDUCATION
3443 SO GALENA STREET SUITE 190	DENVER	CO	80231	NONE	EXEMPT	EDUCATION	$1,000
COLORADO DOMINICAN VOCATION FOUNDATION
3005 W 29TH AVENUE	DENVER	CO	80211	NONE	EXEMPT	RELIGIOUS	$5,000
COLORADO I HAVE A DREAM FOUNDATION
1836 GRANT ST	DENVER	CO	80203	NONE	EXEMPT	COMMUNITY	$500
CORNELL UNIVERSITY
BOX 223623	PITTSBURGH	PA	152512623	NONE	EXEMPT	EDUCATION	$10,000
CYSTIC FIBROSIS FOUNDATION
400 S COLORADO BLVD STE 840	DENVER	CO	80246	NONE	EXEMPT	COMMUNITY	$500
DENVER ART MUSEUM
100 W 14TH PKWY	DENVER	CO	80204	NONE	EXEMPT	COMMUNITY SERVICE	$10,000
DENVER POLICE FOUNDATION
1700 LINCOLN STREET SUITE 4100	DENVER	CO	80203	NONE	EXEMPT	COMMUNITY SERVICE	$2,000
DENVER RESCUE MISSION
PO BOX 5206	DENVER	CO	80217	NONE	EXEMPT	COMMUNITY SERVICE	$2,000
DOMINICAN SISTERS
2501 GARLAND ST	DENVER	CO	80205	NONE	EXEMPT	RELIGIOUS	$5,000
DONORS TRUST
109 NORTH HENRY STREET	ALEXANDRIA	VA	22314	NONE	EXEMPT	COMMUNITY	$40,000
ENDOW
6021 SOUTH SYRACUSE WAY SUITE 220	GREENWOOD VILLAGE	CO	80111	NONE	EXEMPT	RELIGIOUS	$20,000
GLOBAL DOWN SYNDROME FOUNDATION
3300 EAST FIRST AVE SUITE 390	DENVER	CO	80206	NONE	EXEMPT	COMMUNITY	$1,000
GOLDEN ROTARY FOUNDATION
PO BOX 18024	GOLDEN	CO	18024	NONE	EXEMPT	CHARITABLE	$5,000
INDEPENDENCE INSTITUTE
727 E 16TH AVE	DENVER	CO	80203	NONE	EXEMPT	COMMUNITY	$34,500
JEFFCO STUDENTS FIRST
PO BOX 1563	EVERGREEN	CO	80437	NONE	EXEMPT	EDUCATION	$50,000
JEROME LEJEUNE FOUNDATION
6397 DREXEL RD	PHILADELPHIA	PA	19151	NONE	EXEMPT	MEDICAL	$20,000
MIZEL INSTITUTE
400 S CARNEY STREET	DENVER	CO	80224	NONE	EXEMPT	CULTURAL	$5,000
MULLEN HIGH SCHOOL FOUNDATION
3601 S LOWELL BLVD	DENVER	CO	80236	NONE	EXEMPT	EDUCATION	$25,000
NATIONAL CATHOLIC BIOETHICS CENTER
6399 DREXEL ROAD	PHILADELPHIA	PA	19151	NONE	EXEMPT	RELIGIOUS	$40,000
NATIONAL RIGHT TO WORK LEGAL DEFENSE FOUNDATION INC
8001 BRADDOCK ROAD	SPRINGFIELD	VA	22160	NONE	EXEMPT	COMMUNITY	$1,000
NATIONAL MS SOCIETY
900 S BROADWAY	DENVER	CO	80209	NONE	EXEMPT	MEDICAL	$500
NAVY SEAL FOUNDATION
1619 D STREET BLDG 5326	VIRGINIA BEACH	VA	23459	NONE	EXEMPT	MILITARY SUPPORT	$10,000
NATIONAL WESTERN STOCK SHOW
4655 HUMBOLDT ST	DENVER	CO	80216	NONE	EXEMPT	COMMUNITY	$20,000
ONE SHOT ANTELOPE FOUNDATION LLC
545 MAIN STREET	LANDER	WY	82520	NONE	EXEMPT	COMMUNITY	$5,000
RELIGIOUS SISTERS OF MERCY
1300 S STEELE ST	DENVER	CO	802102526	NONE	EXEMPT	RELIGIOUS	$20,000
ROBERT E-LOUP JEWISH COMMUNITY CENTER
350 DAHLIA ST	DENVER	CO	80246	NONE	EXEMPT	COMMUNITY SERVICE	$1,000
ROCKY MOUNTAIN HYPERBOLIC ASSOCIATION
225 W SOUTH BOULDER RD 101	LOUISVILLE	CO	80027	NONE	EXEMPT	MEDICAL	$10,000
SEMPER FI FUND
825 COLLEGE BLVD SUITE 102 PMB 609	OCIEANSIDE	CA	92057	NONE	EXEMPT	MILITARY	$10,000
SPHINX HEAD SOCIETY
PO BOX 876	ITHACA	NY	148510876	NONE	EXEMPT	EDUCATIONAL	$500
ST APOLLINARIS CATHOLIC CHURCH
3700 LASSEN ST	NAPA	CA	94558	NONE	EXEMPT	RELIGIOUS	$250
ST JOSEPH'S CHURCH
969 ULYSSES STREET	GOLDEN	CO	80401	NONE	EXEMPT	RELIGIOUS	$50,000
STEP 13
2029 LARIMER ST	DENVER	CO	80205	NONE	EXEMPT	COMMUNITY	$5,000
TAPS
3033 WILSON BLVD SUITE 630	ARLINGTON	VA	22201	NONE	EXEMPT	MILITARY	$10,000
THE AMERICAN ACADEMY
310 S MAIN FLOOR 12	SALT LAKE CITY	UT	84101	NONE	EXEMPT	EDUCATION	$5,000
THE MARIO ST GEORGE BOIARDI FOUNDATION
83 FIRE ISLAND AVENUE	BABYLON	NY	11702	NONE	EXEMPT	EDUCATION	$5,000
THE VACLAV HAVEL LIBRARY FOUNDATION
321 E 73RD STREET	NEW YORK	NY	10021	NONE	EXEMPT	COMMUNITY	$15,000
UNITED STATES OLYMPIC COMMITTEE
1 OLYMPIC PLZ	COLORADO SPRINGS	CO	80909	NONE	EXEMPT	COMMUNITY	$500
UNIVERSITY OF DENVER
2199 S UNIVERSITY BLVD	DENVER	CO	80208	NONE	EXEMPT	EDUCATION	$10,000
US LACROSSE FOUNDATION
113 WEST UNIVERSITY PARKWAY	BALTIMORE	MD	21210	NONE	EXEMPT	COMMUNITY	$1,000
VAIL VALLEY CHARITABLE FUND
PO BOX 2307	EDWARDS	CO	81632	NONE	EXEMPT	COMMUNITY	$500
VOLUNTEERS OF AMERICA
2660 LARIMER STREET	DENVER	CO	80205	NONE	EXEMPT	COMMUNITY SERVICE	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,518,000	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)
Exclusion	14	ExclusionCd
Exclusion	$74,645	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$27,678	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$23,953	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$78,370	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$78,370	TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1	CityContributorUSAddress/City	StateContributorUSAddress/State	ZIP CodeContributorUSAddress/ZIPCode	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
HOLLAND H COORS CHARITABLE TRUST TW
1	6501 E BELLEVIEW AVE SUITE 400	ENGLEWOOD	CO	80111	$280,963	Yes (X)
PETER H MARILYN E COORS
2	17735 W 32ND AVENUE	GOLDEN	CO	80401	$1,130,000	Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARATION & ACCOUNTING FEES	CategoryTxt
Amt	$3,800	Amt
Net Investment Income	$1,900	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$1,900	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
BUFFALO SMALL CAP FUND #1444	$80,200	$125,310
CAUSEWAY INTERNATIONAL VALUE FUND INST #1271	$47,313	$54,430
DEERE & CO 6.95% 04/25/2014	$115,324	$102,052
EAC MARCELLUS TRUST I	$264,681	$213,993
ETFS PALLADIUM TRUST	$71,250	$89,879
ETFS PLATINUM TRUST	$70,412	$57,439
HARBOR MID CAP VALUE FUND #023	$122,517	$217,709
HARDING LOEVNER EMERGING MKTS	$115,080	$112,920
ISHARES MSCI EMU	$140,572	$148,223
ISHARES S&P NORTHERN AMERICAN NATURAL RESOURCES SECTOR INDEX FUND	$72,316	$79,143
ISHARES RUSSELL MIDCAP VALUE INDEX FUND	$58,294	$77,735
ISHARES RUSSELL MIDCAP INDEX	$232,297	$318,108
ISHARES RUSSELL 2000 VALUE	$112,709	$148,653
ISHARES MSCI ACWI EX US INDEX FUND	$324,023	$346,618
ISHARES SILVER TRUST	$22,934	$15,548
MOLSON COORS BREWING CO -B	$629,183	$1,119,856
OAKMARK INTERNATIONAL FUND (HARRIS)	$68,120	$100,801
SOUND SHORE FUND #7	$100,080	$131,762
SPDR S&P 500 ETF TRUST	$265,034	$352,758
T ROWE PRICE MID-CAP GROWTH #64	$177,160	$227,786
WEITZ VALUE FUND	$80,200	$136,862
WILLIAM BLAIR INTL GROWTH-I	$119,200	$130,518

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	ANCHORAGE VENTURE FUND V LLLP	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$101,816	BookValueAmt
EOYFMV	$153,695	EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	OTHER RECEIVABLES	Desc
BOY Book Value	$1,250	BOYBookValueAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL FEE	$284	$142	$142
FOUNDATION EXPENSE	$1,000	$0	$0
BANK CHARGES	$53	$27	$26

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	PARTNERSHIP INCOME	Desc
Revenue And Expenses Per Books	$27,678	RevenueAndExpensesPerBooksAmt
Net Investment Income	$27,678	NetInvestmentIncomeAmt
Adjusted Net Income	$27,678	AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	CategoryTxt
Amt	$20,139	Amt
Net Investment Income	$20,139	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	2013 990-PF ESTIMATED TAX PAYMENT	CategoryTxt
Amt	$3,000	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

PEMA FOUNDATION INC: Form 990PF, tax year 2013

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp (2 entries)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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