PHYLLIS M COORS FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PHYLLIS M COORS FOUNDATION (EIN 84-1502623)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-03-11
- IRS object ID
- 201630719349100108
- Schema version
- 2015v2.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-11T11:13:48-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841502623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Phyllis M Coors Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | PHYL | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W SCOTT COORS | PersonNm |
| Person Title | secretary | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-03-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $794,552 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $368 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $368 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,938 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,938 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,267 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $158,585 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $127,617 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $83,573 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $142,923 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $3,700 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,700 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,177 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,298 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,295 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,175 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,703 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,295 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $220,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $220,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $234,175 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,703 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $228,295 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$150,602 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $139,220 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $101,083 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,799 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,799 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $7,396 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $439,104 | CorporateStockBOYAmt |
| Corporate Stock EOY | $356,182 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $699,482 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $53,892 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $53,892 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $54,271 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $601,475 | TotalAssetsBOYAmt |
| Total Assets EOY | $450,873 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $794,552 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $601,475 | RetainedEarningBOYAmt |
| Retained Earning EOY | $450,873 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $601,475 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $450,873 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $601,475 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $450,873 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $601,475 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$150,602 | ExcessRevenueOverExpensesAmt |
| Subtotal | $450,873 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $450,873 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $158,585 | GrossSalesPriceAmt |
| Cost Or Other Basis | $30,968 | CostOrOtherBasisAmt |
| Gain Or Loss | $127,617 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $127,617 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $127,617 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $218,797 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $930,657 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.2351 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $222,333 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $988,030 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.225027 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $251,716 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,073,494 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.234483 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $257,226 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,298,589 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.198081 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $221,574 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,444,055 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.153439 | DistributionYr5Rt |
| Total Distribution | 1.04613 | TotalDistributionRt |
| Average Distribution | 0.209226 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $794,581 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $166,247 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,392 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $167,639 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $228,295 | 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 | $1,392 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,392 | SubtotalAmt |
| Tax Based On Investment Income | $1,392 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,700 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $308 | OverpaymentAmt |
| Applied To ES Tax | $308 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Carin Bremer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Member at Large | 1.0 | $0 | $0 | $0 |
| Holly Coors | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Member at Large | 1.0 | $0 | $0 | $0 |
| Phyllis M Coors | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 1.0 | $0 | $0 | $0 |
| William Scott Coors | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Sec | 1.0 | $0 | $0 | $0 |
| David Hurt | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas | 1.0 | $0 | $0 | $0 |
| Anita Russell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $704,685 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $101,996 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $806,681 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $806,681 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,100 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $794,581 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,729 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,729 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,392 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,392 | TotalTaxAmt |
| Distributable Before Adj | $38,337 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $38,337 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $38,337 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $228,295 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $228,295 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,392 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $226,903 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,337 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $149,913 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $192,823 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $198,513 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $175,179 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $175,618 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $892,046 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $228,295 | QualifyingDistributionsAmt |
| Applied To Current Year | $38,337 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $189,958 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,082,004 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $149,913 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $932,091 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $192,823 | ExcessFromYear4Amt |
| Excess From Year3 | $198,513 | ExcessFromYear3Amt |
| Excess From Year2 | $175,179 | ExcessFromYear2Amt |
| Excess From Year1 | $175,618 | ExcessFromYear1Amt |
| Excess From Current Year | $189,958 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Phyllis M Coors | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | |||||||
| 455 N SHERMAN ST STE 500 | DENVER | CO | 80203 | N/A | PC | AWARE Program | $8,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 2255 S ONEIDA ST | DENVER | CO | 80224 | N/A | PC | General & Unrestricted | $4,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 1777 S HARRISON ST STE 500 | DENVER | CO | 80210 | N/A | PC | General & Unrestricted | $5,000 |
| ASPENFILM | |||||||
| 110 E HALLAM ST STE 102 | ASPEN | CO | 81611 | N/A | PC | General & Unrestricted | $1,000 |
| BESSIES HOPE | |||||||
| PO BOX 12675 | DENVER | CO | 80212 | N/A | PC | General & Unrestricted | $5,000 |
| CHILDRENS HOSPITAL COLORADO FOUNDATION | |||||||
| 13123 E 16TH AVE B355 | AURORA | CO | 80045 | N/A | PC | Concussion Clinic | $3,000 |
| COLORADO HEALTH NETWORK INC | |||||||
| 2490 W 26TH AVE STE 300A | DENVER | CO | 80211 | N/A | PC | General & Unrestricted | $1,000 |
| DENVER ART MUSEUM FOUNDATION | |||||||
| 1560 BROADWAY STE 2200 | DENVER | CO | 80202 | N/A | PC | General & Unrestricted | $2,500 |
| DENVER FOUNDATION | |||||||
| 55 MADISON ST 8TH FL | DENVER | CO | 80206 | N/A | PC | General & Unrestricted | $1,000 |
| DENVER RESCUE MISSION | |||||||
| 3501 E 46TH AVE | DENVER | CO | 80216 | N/A | PC | General & Unrestricted | $3,000 |
| FAMILY AND COMMUNITY EDUCATION & SUPPORT INC | |||||||
| 1325 S COLORADO BLVD STE B509 | DENVER | CO | 80222 | N/A | PC | General & Unrestricted | $10,000 |
| FLORENCE CRITTENTON SERVICES OF COLORADO | |||||||
| 96 S ZUNI ST | DENVER | CO | 80223 | N/A | PC | General & Unrestricted | $10,000 |
| FOUNDATION FIGHTING BLINDNESS INC | |||||||
| 1663 STEELE ST STE 1208 | DENVER | CO | 80206 | N/A | PC | General & Unrestricted | $20,000 |
| FRIENDS OF FOOTHILLS ANIMAL SHELTER | |||||||
| 580 MC INTYRE ST | GOLDEN | CO | 80401 | N/A | PC | General & Unrestricted | $2,500 |
| GIRL SCOUTS OF COLORADO | |||||||
| 3801 E FLORIDA AVE STE 720 | DENVER | CO | 80210 | N/A | PC | General & Unrestricted | $2,000 |
| HOLY CROSS LUTHERAN CHURCH | |||||||
| 4500 WADSWORTH BLVD | WHEAT RIDGE | CO | 80033 | N/A | PC | General & Unrestricted | $5,000 |
| HOPE HOUSE OF COLORADO | |||||||
| PO BOX 740568 | ARVADA | CO | 80006 | N/A | PC | General & Unrestricted | $2,000 |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | |||||||
| 1640 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $2,000 |
| ILIFF SCHOOL OF THEOLOGY | |||||||
| 2201 S UNIVERSITY BLVD | DENVER | CO | 80210 | N/A | PC | General & Unrestricted | $3,000 |
| JUDIS HOUSE | |||||||
| 1741 GAYLORD ST | DENVER | CO | 80206 | N/A | PC | General & Unrestricted | $2,000 |
| LEARNING SOURCE | |||||||
| 455 S PIERCE ST | LAKEWOOD | CO | 80226 | N/A | PC | General & Unrestricted | $3,000 |
| LEUKEMIA & LYMPHOMA SOCIETY INC | |||||||
| 1311 MAMARONECK AVE STE 310 | WHITE PLAINS | NY | 10605 | N/A | PC | General & Unrestricted | $10,000 |
| MAKE-A-WISH FOUNDATION OF COLORADO INC | |||||||
| 7951 E MAPLEWOOD AVE STE 126 | GREENWOOD VILLAGE | CO | 80111 | N/A | PC | General & Unrestricted | $10,000 |
| MATTHEW SHEPARD FOUNDATION | |||||||
| 301 THELMA DR 512 | CASPER | WY | 82609 | N/A | PC | General & Unrestricted | $5,000 |
| MILE HIGH YOUTH CORPS | |||||||
| 1801 FEDERAL BLVD | DENVER | CO | 80204 | N/A | PC | General & Unrestricted | $4,000 |
| MOUNT ST VINCENT HOME INC | |||||||
| 4159 LOWELL BLVD | DENVER | CO | 80211 | N/A | PC | General & Unrestricted | $10,000 |
| MUSIC ASSOCIATES OF ASPEN INC | |||||||
| 225 MUSIC SCHOOL RD | ASPEN | CO | 81611 | N/A | PC | General & Unrestricted | $1,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||
| 900 S BROADWAY 2ND FL | DENVER | CO | 80209 | N/A | PC | Colorado Chapter | $5,000 |
| NATIONAL STROKE ASSOCIATION | |||||||
| 9707 E EASTER LN STE B | CENTENNIAL | CO | 80112 | N/A | PC | General & Unrestricted | $2,500 |
| PARKINSON ASSOCIATION OF THE ROCKIES | |||||||
| 1325 S COLORADO BLVD STE 204B | DENVER | CO | 80222 | N/A | PC | General & Unrestricted | $5,000 |
| PROJECT ANGEL HEART | |||||||
| 4950 WASHINGTON ST | DENVER | CO | 80216 | N/A | PC | General & Unrestricted | $5,000 |
| THE GAY LESBIAN BISEXUAL & TRANSGENDER COMMUNITY C | |||||||
| 1301 E COLFAX AVE | DENVER | CO | 80218 | N/A | PC | General & Unrestricted | $5,000 |
| THE HOSPICE OF METRO DENVER dba THE DENVER HOSPI | |||||||
| 501 S CHERRY ST STE 700 | DENVER | CO | 80246 | N/A | PC | General & Unrestricted | $5,000 |
| VOLUNTEERS OF AMERICA INC | |||||||
| 2660 LARIMER ST | DENVER | CO | 80205 | N/A | PC | Charitable Event | $50,000 |
| YOUNG MENS CHRISTIAN ASSOCIATION OF METROPOLITAN D | |||||||
| 2625 S COLORADO BLVD | DENVER | CO | 80222 | N/A | PC | Charitable Event | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $220,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $368 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,938 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $68,267 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $83,573 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,573 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BERKSHIRE HATHAWAY FIN CORP | BondNm |
| EOY Book Value | $53,892 | EOYBookValueAmt |
| EOYFMV | $54,271 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GRAPHIC PACKAGING CORP COM STK | $21,798 | $64,663 |
| ISHARES RUSSELL 2000 | $30,786 | $73,203 |
| ISHARES S&P 500 INDEX FD | $48,609 | $112,679 |
| MOLSON COOR BREW CO CL B | $254,989 | $448,937 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $8,285 | $8,285 | |
| Bank Charges | $3 | $3 | |
| State or Local Filing Fees | $10 | $10 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $3,700 | Amt |
| Net Investment Income | $3,700 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2015 | $1,700 |
| 990-PF Excise Tax for 2014 | $477 |