PHYLLIS M COORS FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PHYLLIS M COORS FOUNDATION (EIN 84-1502623)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-28
- IRS object ID
- 201401189349100800
- Schema version
- 2013v3.1
- 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
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-28T16:11:46-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | 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 | 841502623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Phyllis M Coors Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o 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 | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W Scott Coors | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-04-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | 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 | $974,651 | 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 | $26 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,924 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,924 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$18,598 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $103,959 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $96,539 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $317 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $2,669 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $117,489 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $5,068 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,068 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,957 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,957 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,525 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,068 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,957 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $214,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $214,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $229,025 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,068 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $223,457 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$226,356 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $112,421 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $151,091 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,292 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,292 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $15,235 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,037 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,551 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $652,814 | CorporateStockBOYAmt |
| Corporate Stock EOY | $535,455 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $750,954 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $156,180 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $156,180 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $165,854 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $975,320 | TotalAssetsBOYAmt |
| Total Assets EOY | $748,964 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $974,651 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $975,320 | RetainedEarningBOYAmt |
| Retained Earning EOY | $748,964 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $975,320 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $748,964 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $975,320 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $748,964 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $975,320 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$226,356 | ExcessRevenueOverExpensesAmt |
| Subtotal | $748,964 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $748,964 | 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 | $103,959 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,420 | CostOrOtherBasisAmt |
| Gain Or Loss | $96,539 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $96,539 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $96,539 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $251,716 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,073,494 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.234483 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $257,226 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,298,589 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.198081 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $221,574 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,444,055 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.153439 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $170,311 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,547,580 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.11005 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $218,691 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,831,279 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.11942 | DistributionYr5Rt |
| Total Distribution | 0.815473 | TotalDistributionRt |
| Average Distribution | 0.163095 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $988,030 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $161,143 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,124 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $162,267 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $223,457 | 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 | $1,124 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,124 | SubtotalAmt |
| Tax Based On Investment Income | $1,124 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $324 | TaxDueAmt |
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 | co Foundation Source | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Carin Bremer | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Member at Large | 1.0 | $0 |
| Holly Coors | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Member at Large | 1.0 | $0 |
| Phyllis M Coors | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 1.0 | $0 |
| William Scott Coors | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Sec | 1.0 | $0 |
| David Hurt | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Treas | 1.0 | $0 |
| Anita Russell | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $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 | $850,889 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $152,187 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,003,076 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,003,076 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,046 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $988,030 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,402 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,402 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,124 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,124 | TotalTaxAmt |
| Distributable Before Adj | $48,278 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $48,278 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $48,278 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $223,457 | 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 | $223,457 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,124 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $222,333 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,278 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $128,523 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $93,445 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $149,913 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $192,823 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $198,513 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $763,217 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $223,457 | QualifyingDistributionsAmt |
| Applied To Current Year | $48,278 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $175,179 | RemainingDistriFromCorpusAmt |
| Total Corpus | $938,396 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $128,523 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $809,873 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $93,445 | ExcessFromYear4Amt |
| Excess From Year3 | $149,913 | ExcessFromYear3Amt |
| Excess From Year2 | $192,823 | ExcessFromYear2Amt |
| Excess From Year1 | $198,513 | ExcessFromYear1Amt |
| Excess From Current Year | $175,179 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOC | |||||||
| 455 SHERMAN ST STE 500 | DENVER | CO | 80203 | N/A | PC | AWARE - Colorado Program | $8,000 |
| AMERICAN CANCER SOCIETY - GREELEY OFFICE | |||||||
| 8221 W 20TH ST STE A | GREELEY | CO | 80634 | N/A | PC | General & Unrestricted | $4,000 |
| AMERICAN HEART ASSOCIATION - SOUTHWEST AFFILIATE | |||||||
| 1280 S PARKER RD | DENVER | CO | 80231 | N/A | PC | Charitable Event | $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 | Charitable Event | $5,000 |
| CHILDRENS HOSPITAL COLORADO FOUNDATION | |||||||
| 13123 E 16TH AVE | AURORA | CO | 80045 | N/A | PC | Coors Burn Center Program | $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 |
| DENVERWORKS | |||||||
| 2828 N SPEER BLVD UNIT 201 | DENVER | CO | 80211 | N/A | PC | General & Unrestricted | $2,000 |
| FAMILY AND COMMUNITY EDUCATION & SUPPORT INC | |||||||
| 1325 S COLORADO BLVD STE B-509 | DENVER | CO | 80222 | N/A | PC | General & Unrestricted | $10,000 |
| FLORENCE CRITTENTON SERVICES OF COLORADO | |||||||
| 55 S ZUNI ST | DENVER | CO | 80223 | N/A | PC | Parent Pathways Program | $10,000 |
| FOUNDATION FIGHTING BLINDNESS INC | |||||||
| 1663 STEELE ST STE 607 | DENVER | CO | 80206 | N/A | PC | General & Unrestricted | $20,000 |
| GIRL SCOUTS OF COLORADO | |||||||
| 400 S BROADWAY | DENVER | CO | 80209 | 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 |
| 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 | Charitable Event | $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 | $2,000 |
| 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 | $2,500 |
| 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 |
| PARKINSON ASSOCIATION OF THE ROCKIES | |||||||
| OF THE ROCKIES | 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 CMNTY Center | |||||||
| 1301 E COLFAX AVE | DENVER | CO | 80218 | N/A | PC | General & Unrestricted | $5,000 |
| HOSPICE OF METRO DENVER dba THE DENVER HOSPIce | |||||||
| 501 S CHERRY ST STE 700 | DENVER | CO | 80246 | N/A | PC | General & Unrestricted | $5,000 |
| UNIVERSITY OF COLORADO HOSPITAL AUTHORITY | |||||||
| 7901 E LOWRY BLVD STE 120 | DENVER | CO | 80230 | N/A | PC | Hearts of All Ages Program | $5,000 |
| VOLUNTEERS OF AMERICA INC | |||||||
| 2660 LARIMER ST | DENVER | CO | 80205 | N/A | PC | Charitable Event | $50,000 |
| YOUNG MENS CHRISTIAN ASSOC OF METROPOLITAN Denver | |||||||
| 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 | $214,500 | 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 | $26 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,924 | 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 | -$18,598 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $317 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,669 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,669 | 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 (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BERKSHIRE HATHAWAY FIN CORP | $53,892 | $57,368 |
| CONOCOPHILLIPS GTD - 4.600% | $50,673 | $52,119 |
| VERIZON COMM INC NT 5.500% | $51,615 | $56,367 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GRAPHIC PACKAGING CORP | $60,550 | $134,400 |
| ISHARES RUSSELL 2000 | $30,786 | $74,984 |
| ISHARES S&P 500 INDEX FD | $70,704 | $148,520 |
| MOLSON COOR BREW CO | $373,415 | $393,050 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,037 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,551 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $8,947 | $8,947 |
| State or Local Filing Fees | $10 | $10 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $317 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $5,068 | Amt |
| Net Investment Income | $5,068 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2013 | CategoryTxt |
| Amt | $500 | Amt |