AVENIR FOUNDATION INC: Form 990PF, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- AVENIR FOUNDATION INC (EIN 84-1245939)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-15
- IRS object ID
- 201110469349100306
- Schema version
- 2009v1.7
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-15T15:00:33-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON DOWNING GROUP LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841245939 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Avenir Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AVEN | NameControl |
| Phone | 3032322262 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Norman L Wilson | Name |
| Title | Treasurer | Title |
| Phone | 3032322262 | Phone |
| Date Signed | 2011-02-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Johnnie L Downing | Name |
| Phone | 3032322262 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 334290 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 621300 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 523 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 523 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 32180 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2307010 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2284143 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 654003 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2284666 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 44795 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 44795 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 125 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 125 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 44920 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 44920 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 285000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 285000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 329920 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 44920 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 285000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 324083 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2239746 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 452462 | CashBOY |
| Cash EOY | 333015 | CashEOY |
| Cash EOYFMV | 333015 | CashEOYFMV |
| Investments Corp Stock BOY | 1800000 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 0 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 0 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 37745 | OtherAssetsBOY |
| Other Assets EOY | 1275 | OtherAssetsEOY |
| Other Assets EOYFMV | 1275 | OtherAssetsEOYFMV |
| Total Assets BOY | 2290207 | TotalAssetsBOY |
| Total Assets EOY | 334290 | TotalAssetsEOY |
| Total Assets EOYFMV | 334290 | TotalAssetsEOYFMV |
| Grants Payable BOY | 2280000 | GrantsPayableBOY |
| Total Liabilities BOY | 2280000 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 10207 | RetainedEarningsBOY |
| Retained Earnings EOY | 334290 | RetainedEarningsEOY |
| Total Net Assets BOY | 10207 | TotalNetAssetsBOY |
| Total Net Assets EOY | 334290 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2290207 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 334290 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 10207 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 324083 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 334290 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 334290 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 20 SHARES BERKSHIRE HATHAWAY CL A | D | 2008-09-03 | 2009-07-21 | 1832010 | 21100 | 1810910 | 1810910 |
| 5 SHARES BERKSHIRE HATHAWAY CL A | D | 2009-07-24 | 2009-07-24 | 475000 | 1767 | 473233 | 473233 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2284143 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 3360633 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3025865 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.110635 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 7802865 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4959397 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 1.573350 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3065140 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1792424 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 1.710053 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 3890000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1575059 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 2.469749 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 4637705 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 981680 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 4.724253 | DistributionRatioYear5 |
| Total Distribution Ratio | 11.588040 | TotalDistributionRatio |
| Average Distribution Ratio | 2.317608 | AverageDistributionRatio |
| Net Noncharitable Assets | 746207 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1729415 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 22397 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1751812 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 285000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 44795 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 44795 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 44795 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 46070 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 46070 | TotalCreditsAndPayments |
| Overpayment | 1275 | Overpayment |
| Amount Credited To Next Year | 1275 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CO | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Norman L Wilson | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3032322262 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 Union Blvd Suite 300 | AddressLine1 |
| City | Lakewood | City |
| State | CO | State |
| ZIP Code | 802281841 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 75000 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 682571 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 757571 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 757571 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 11364 | CashDeemedCharitable |
| Net Noncharitable Assets | 746207 | NetNoncharitableAssets |
| Minimum Investment Return | 37310 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 37310 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 44795 | TaxBasedOnInvestmentIncome |
| Total Tax | 44795 | TotalTax |
| Distributable Amount Before Adj | 0 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 0 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 285000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 285000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 285000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 4680757 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 3863946 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 3022963 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 7638315 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 3281160 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 22487141 | TotalExcessDistriCarryover |
| Qualifying Distributions | 285000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 285000 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 22772141 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 4680757 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 18091384 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 3863946 | ExcessFromYear4 |
| Excess From Year3 | 3022963 | ExcessFromYear3 |
| Excess From Year2 | 7638315 | ExcessFromYear2 |
| Excess From Year1 | 3281160 | ExcessFromYear1 |
| Excess From Current Year | 285000 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Alice Dodge Wallace | ContributingManager |
| Contributing Manager | Margaret Boynton Wallace | ContributingManager |
| Contributing Manager | William Dodge Wallace | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Arnold Shoenberg Institute | |||||||||||
| Palais Fanto Schwarzenbergplatz 6 | A | Vienna | AU | None | Public Charity | General operating funds | $100,000 | ||||
| Ars Nova Singers | |||||||||||
| None | Public Charity | General operating funds | $20,000 | P O Box 4151 | Boulder | CO | 80306 | ||||
| Colorado Ballet | |||||||||||
| None | Public Charity | General operating funds | $10,000 | 1278 Lincoln St | Denver | CO | 80203 | ||||
| Opera Colorado | |||||||||||
| None | Public Charity | General operating funds | $100,000 | 695 South Colorado Blvd Ste 20 | Denver | CO | 80246 | ||||
| Pathfinder International | |||||||||||
| None | public Charity | general operating funds | $50,000 | 9 Galen Street Suite 217 | Watertown | MA | 02472 | ||||
| Sustainable Development | |||||||||||
| None | Public Charity | General operating funds | $5,000 | 3121 South St NW | Washington | DC | 20007 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 285000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 523 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 32180 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 32703 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 32703 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 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 Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| Beaumont Investments LTD | |||||||
| 1 | 215 Union Blvd Suite 300 | Lakewood | CO | 802281841 | 471300 | X | |
| Beaumont Investments LTD | |||||||
| 2 | 215 Union Blvd Suite 300 | Lakewood | CO | 802281841 | 150000 | X | |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 5 shares of Berkshire Hathaway, Inc., Class A | NoncashPropertyDescription |
| Fair Market Value | 471300 | FairMarketValue |
| Date Received | 2009-07-24 | DateReceived |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Prepaid excise tax | Description |
| BOY Book Value | 37745 | BOYBookValue |
| EOY Book Value | 1275 | EOYBookValue |
| EOYFMV | 1275 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other office expenses | Description |
| Revenue And Expenses Per Books | 125 | RevenueAndExpensesPerBooks |
| Net Investment Income | 125 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
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 Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Excise Taxes | Category |
| Amount | $44,795 | Amount |
| Net Investment Income | 44795 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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