The Anschutz Foundation
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AMENDED RETURN OMB No 1545-0052 *eturn of Private Foundatio n Form 990 -PF or'^3ection 4947(a)(1) Trust Treated as Private Foundation 10, Do not enter Social Security numbers on this form as it may be made public. 2013 Department of the Treasury Internal Revenue Service ► Information about Form 990-PF and its separate Instructions is at v ww.its.gov/form990pf. • • • • For calendar y ear 2013 or tax y ear beg inning 12/01 , 2013, and endin g 11/30, 2014 Name of foundation A Employer Identification number THE ANSCHUTZ FOUNDATION 74-2316617 Number and street (or P 0 box number if mail is not delivered to street address ) Room/suite B Telephone number (see instructions) (303) 308-8220 555 17TH STREET City or town, state or province , country, and ZIP or foreign postal code q C If exemption application is ► pend ing, ch eck here • • • • • • DENVER, CO 80202 G Check all that apply Initial return Initial return of a former public charity D 1 . oreign F organizations , check here . ► Ti Final return X Amended return 2. Foreign organizations meeting the q Address chan 85% test, check here and attach ► ge Name change com p utation • • • • . • H Check type of organization X Section 501(c 3 exempt private foundation E If private foundation status was terminated Section 4947 ( a)( 1 ) nonexem pt charitable trust Other taxable p rivate foundation under q section 507(b)(1)(A) , check here . ► I Fair market value of all assets at J Accounting method Cash X Accrual F If t h e foundation is in a 60-month termination end of year (from Part Il, col (c), line Other (specify) E] _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ __ under section 507(b)(1)(B). check here • ► El 1, 219. 16) ► $ 157, 981, (Part 1, column (d) must be on cash basis) (d) Analysis of Revenue and Expenses (The (a) Revenue and Disbursements total of amounts in columns (b) Net investment (c) Adjusted net for charitable (b), (c), and (d) expenses per may not necessarily equal the amounts in income books income purposes column (a) (see instructions (cash basis only) I Contributions Fits, grants, etc , received (attach schedule) if the foundation is not required to Check rJ 2 ► attach Sch B . • • • • • . 3 Interest on savings and temporary cash investments 160, 14 4 160,144. ATCH 1 4 Dividends and interest from securities • . 24, 760, 536 26, 713, 808. ATCH 2 S a Gross rents . b Net rental income or (loss) e 6a Net gain or (loss ) from sale of assets not on line 10 9,108,746 . b Gross sales pnceforall 1, 282, 002, 280 . d assets on line 6a w 7 Capital gain net income (from Part IV, line 2) 13, 779, 585 8 Net short-term capital gain . 9 Income modifications . 10 a Gross sales less returns V and•allo rrances b Less Cost of goods sold , c Gross profit or (loss) (attach schedule) . v 11 Other income (attach schedule) ATCH. 3, 37 , 118 , 471 . -3 , 825 , 155 . 12 Total . Add lines 1 throw h 11 71, 147, 897. 36, 828, 382. 13 Compensation of officers, directors, trustees, etc 626, 500. 62,650. 563,855 t•^ib w 14 Other employee salaries and wages . • . 114, 622. 11,462. 103, 160 o - 15 Pension plans, employee benefits c 16a Legal fees (attach schedule) , b Accounting fees (attach schedule) , 32 , 8 9 9 . 32 , 8 99 . y D > c Other professional fees (attach schedule). * Z 17 Interest, ATCH 5 263,360. 263 360. t N 18 Taxes (attach schedule) (see nstrucbons)ATCH 1,164, 768. 8,420. 75,788 rc) 19 Depreciation (attach schedule) and depletion. 2,739. 274. V Q 20 Occupancy . 21 Travel, conferences, and meetings , , , , , , 21759. 276. 2, 48j. `4 22 Printing and publications • . • . , . 420. 42. 378 23 Other expenses (attach schedule)ATGli • 7• , 1, 359, 338. 1, 322, 616. 36,722, all LM 24 Total operating and administrative expenses. cv 0 Add lines 13 through 23 ........ • 3, 567, 405. 1, 701, 999. 782,381. z 25 Contributions, gifts, grants paid . 61, 664, 932. 51,566,032. Q 26 Total expenses anddisbursements.Add lines 24 and 25 65, 232, 337. 1, 701, 999. 52, 348, 413. 27 Subtract line 26 from line 12 Lit -Excess of re%enue over expenses and disbursements 5,915,560. z ^ b Net Investment income (if negative, enter -0-) 35,126,383. cc v c Ad usted net income ( if negative , enter -0-) . (19A For Paperwork Reduction Act Notice, see Instructions. * A'1' C; ri 4 Form 990-PF(2013) (D1410 1 000 t ^l PAGE 1 Form 990-PF (2013) THE 3CHUTZ FOUNDATION A 74-2316617 Page 2 Attached sch _ .. and amounts in the Beginning of year End of year Balance Sheets descrip tion col umn shou ld be for end-0r-year amounts only (See instructions ) ( a) Book Value ( b) Book Value (c) Fair Market Value I Cash - non-interest-bearing , , , , , , , , , , , , , , , , , , 2 Savings and temporary cash investments , 218, 625, 156. 169, 667, 363. 169, 667, 363 15, 667, 136. 3 Accounts receivable ► accounts 10, 791, 505. 15, 667, 136. 15, 667, 136 Less - allowance for doubtful------------► ------------------ 4 Pledges receivable ► ------------------------ - Less : allowance for doubtful accounts ► 5 Grants receivable , , , , , , , , , , , , , , , , , , , , , , 6 Receivables due from officers , directors, trustees , and other disqualified persons ( attach schedule) (see instructions) . , , , 92, 515, 362 ATCH 8 7 Other notes and loans receivable (attach schedule) ► _* - for doubtful accounts 117, 717, 131. 92, 515, 362. 92, 515, 362 Less allowance ► ----------- , 8 Inventories for sale or use 9 Prepaid expenses and deferred charges , , , , , ATCH .9. 271, 903. 278, 000. 278,000 10 a investments - U S and state government obligations (attach schedule). b Investments - corporate stock (attach schedule) ATCH 10 67, 157, 269. 134, 043, 994. 134, 043, 994 c Investments - corporate bonds (attach schedule)ATCH .11 141, 956, 418. 47, 064, 397. 47, 064, 397 11 Investments - land, buildings , 13,700. and equipment basis ► _ _________________ Less accumulated depreciation 12,109. 4,329. 1,591. 1, 5 91 (attach schedule) ►------------------- 12 Investments - mortgage loans . 13 Investments - other (attach schedule) , , .. •ATCH 12 570, 182, 931. 698, 740, 376. 6 98, 743, 376 14 Land , buildings, and ► equipment basis"asis _____ _____________ - Less accumulated depreca ition ► (attach schedule) ------------------ 230. 15 Other assets(describe ► ____________________ ) 16 Total assets (to be completed by all filers - see the instructions . Also, see page 1, item 1) , 1, 126, 706, 872. 1,157,978,219. 1, 157, 981, 219 17 Accounts payable and accrued expenses • , • , , , , , • • , 32,387,867. 15,701,770. 18 Grants payable , , , , , , , , , , • , , , , , • , , , , 16, 237, 200. 26,336,100. 19 Deferred revenue „ • , , , , , , , , , , , , , , , , , , , 211 20 Loans from officers , directors, trustees , and other disqualified persons 21 Mortgages and other notes payable (attach schedule) . , , , , ATCH 13 -- ) 34, 433, 884. 66,376,868. J 22 Other liabilities (describe ► _________ 23 Total liabilities (add lines 17 through 22) . ..... 83, 058, 951. 108, 414, 738 . Foundations that follow SFAS 117 , check here. ► , and complete lines 24 through 26 and lines 30 and 31. m 24 Unrestricted . CC cg 25 Temporarily restricted ,,,,,,,,,•,•,•,,,,,, W_ Z 26 Permanently restricted • • • • • • • • • • • • • . • • 5 Foundations that do not follow SFAS 117, . ► check here and complete lines 27 through 31. 27 Capital stock , trust principal , or current funds , , , • , , , , , 28 Paid -in or capital surplus , or land , bldg , and equipment fund 863, 290, 809. 863, 290, 809. Q 29 Retained earnings , accumulated income, endowment , or other funds , 180, 357, 112. 186, 272, 672 . d 30 Total net assets or fund balances (see instructions), 1, 043, 647, 921. 1, 049, 563, 481. Z 31 Total liabilities and net assets/fund balances (see instructions ) . 1, 126, 706, 872. 1,157,978,219. 1911101-Analysis of Changes in Net Assets or Fund Balances I Total net assets or fund balances at beginning of year - Part II, column (a), line 30 ( must agree with end-of-year figure reported on prior year's return). • • , • • • • • • • , , , , • , , , , , , , • , , , , , 1 1, 043, 647, 921 2 Enter amount from Part I, line 27a 2 5,915,560 3 Other increases not included in line 2 (itemize) 3 ►------------------------------------- 4 Add lines 1 , 2, and 3 . 4 1,049,563,481 5 Decreases not Included in line 2 ( itemize) ► 5 6 Total net assets or fund balances at end of year line 4 minus Ilne 5 Part II column b line 30 . 6 1, 049, 563, 481 Form 990-PF (2013) JSA 3E1420 1 000 PAGE 2 THE&CHUTZ FOUNDATION 74-2316617 Form 990- PF (2013) Page 3 Capital Gains and Losses for Tax on Investment Income (b) How (a) List and describe the kind(s) of property sold (e.g , real estate , aoq i (c) Date acquired (d) Date sold warehouse or common P - Purchase (mo, da 2-story brick , stock , 200 shs MLC Co ) D - Donation (mo., day, yr) Y. Yr ) la SEE PART IV SCHEDULE b c d e Depreciation allowed (g) Cost or other basis ( Gain (e) Gross sales price (f) h) or (loss) (or allowable) plus expense of sale (e) plus (f) minus (g) a b c d e Com plete only for assets showin g gain in column ( h) and owned by the foundation on 12/31/69 (I) Gains (Col (h) gain minus 0) Adjusted basis (k) Excess of col. (1) col. (k), but not less than -0-) or (i) F M V as of 12/31 /69 as of 12/31/69 over col . (j), if any Losses (from col (h)) a b c d e If gain , also enter in Part I, line 7 2 Capital gain net net capital loss) income or ( } 2 13, 779, 585.