BIOPHILIA FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BIOPHILIA FOUNDATION INC (EIN 52-2199334)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-20
- IRS object ID
- 202441419349100904
- Schema version
- 2023v5.0
- 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
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-20T16:58:25-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 430352985 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERBER ECK & BRAECKEL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 SOUTH 84TH STREET SUITE 100 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53214 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522199334 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BIOPHILIA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIOP | BusinessNameControlTxt |
| Phone | 4108225100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 PARSON ISLAND ROAD | AddressLine1Txt |
| City | CHESTER | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21619 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER GOODEN | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 4108225100 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNIFER | PersonFirstNm |
| Person Last | GOODEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTIAN A SLAATS CPA | PreparerPersonNm |
| PTIN | P00963303 | PTIN |
| Phone | 4144561099 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,530,717 | 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 | $580,925 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $39,522 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,522 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $2,820 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,820 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $2,820 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $384,258 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,140,081 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $382,758 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $26,500 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $1,007,525 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $425,100 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $26,500 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $176,595 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $176,595 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $43,781 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $43,781 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,860 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,930 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,930 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,622 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,892 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,730 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,865 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $14,865 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $6,600 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,600 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,712 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,712 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $216,341 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,149 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $186,736 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $483,376 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,971 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $438,949 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $750,879 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $750,879 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,234,255 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,971 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,189,828 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$226,730 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $407,129 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $26,500 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $53,515 | CashBOYAmt |
| Cash EOY | $85,761 | CashEOYAmt |
| Cash EOYFMV | $85,761 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $105,737 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $939,725 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $939,725 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $1,443,080 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,603,017 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $98,058 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,504,959 | LandBOYAmt |
| Land EOY | $3,504,959 | LandEOYAmt |
| Land EOYFMV | $3,504,959 | LandEOYFMVAmt |
| Other Assets BOY | $1,702 | OtherAssetsBOYAmt |
| Other Assets EOY | $272 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $272 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,108,993 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,530,717 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,530,717 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,632 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,962 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,632 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,962 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,101,361 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,522,755 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,101,361 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,522,755 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,108,993 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,530,717 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,101,361 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$226,730 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25,000 | OtherIncreasesAmt |
| Subtotal | $4,899,631 | SubtotalAmt |
| Other Decreases | $376,876 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,522,755 | 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 | $2,138,581 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,755,823 | CostOrOtherBasisAmt |
| Gain Or Loss | $382,758 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $382,758 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $382,758 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,659 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,659 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,659 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,602 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,602 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,943 | OverpaymentAmt |
| Applied To ES Tax | $7,943 | 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 | CO | 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 | WWW.BIOPHILIAFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | MARY HENLEY | IndividualWithBooksNm |
| Phone | 4108225100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 PARSON ISLAND ROAD | AddressLine1Txt |
| City | CHESTER | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21619 | ZIPCd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD G PRITZLAFF | ||||||||
| 1201 PARSON ISLAND ROAD | CHESTER | MD | 21619 | CHAIRMAN | 5.00 | $0 | $0 | $0 |
| CHRISTOPHER B PUPKE | ||||||||
| 1201 PARSON ISLAND ROAD | CHESTER | MD | 21619 | SECRETARY AND EXECUTIVE DIRECTOR | 40.00 | $69,095 | $32,558 | $0 |
| JENNIFER GOODEN | ||||||||
| 1201 PARSON ISLAND ROAD | CHESTER | MD | 21619 | PRESIDENT AND CEO | 40.00 | $107,500 | $11,223 | $0 |
| GREG COSTELLO | ||||||||
| 1201 PARSON ISLAND ROAD | CHESTER | MD | 21619 | TREASURER | 5.00 | $0 | $0 | $0 |
| HERB GROVER | ||||||||
| 1201 PARSON ISLAND ROAD | CHESTER | MD | 21619 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DENNIS WHIGHAM | ||||||||
| 1201 PARSON ISLAND ROAD | CHESTER | MD | 21619 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MANUEL JAUREGUI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 PARSON ISLAND ROAD | AddressLine1Txt |
| City | CHESTER | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21619 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | RANCH MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $50,917 | CompensationAmt |
| Employee Benefits | $16,109 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LAND CONSERVATION AND WILDLIFE HABITAT RESTORATION AND CONSERVATION SUPPORTING 19 ORGANIZATIONS. | Description1Txt |
| Expenses1 | $413,949 | Expenses1Amt |
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 | $714,505 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $662,331 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,376,836 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,376,836 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,653 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,356,183 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,809 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,809 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,659 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,659 | TotalTaxAmt |
| Distributable Before Adj | $62,150 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $26,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $88,650 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $88,650 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,189,828 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,189,828 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,650 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,446,280 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,126,749 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $958,594 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,293,445 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,229,885 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,054,953 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,189,828 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $88,650 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,101,178 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,156,131 | 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 | $1,446,280 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,709,851 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,126,749 | ExcessFromYear4Amt |
| Excess From Year3 | $958,594 | ExcessFromYear3Amt |
| Excess From Year2 | $1,293,445 | ExcessFromYear2Amt |
| Excess From Year1 | $1,229,885 | ExcessFromYear1Amt |
| Excess From Current Year | $1,101,178 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD G PRITZLAFF | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| YELLOWSTONE TO UINTAS CONNECTION | ||||||||
| PO BOX 280 | MENDON | UT | 84325 | N/A | PC | HABITAT/LAND CONSERVATION | $10,000 | |
| CHESAPEAKE WILDLIFE HERITAGE INC | ||||||||
| PO BOX 1745 | EASTON | MD | 21601 | N/A | PC | HABITAT/LAND CONSERVATION | $75,000 | |
| WILD EARTH SOCIETY DBA WILDLANDS NETWORK | ||||||||
| 400 W 850 S STE 106 | SALT LAKE CITY | UT | 84101 | N/A | PC | HABITAT/LAND CONSERVATION | $100,000 | |
| BORDERLANDS RESTORATION NETWORK | ||||||||
| PO BOX 121 | PATAGONIA | AZ | 85624 | N/A | PC | HABITAT/LAND CONSERVATION | $100,000 | |
| SAGELAND COLLABORATIVE | ||||||||
| 824 S 400 W SUITE 8119 | SALT LAKE CITY | UT | 84104 | N/A | PC | HABITAT/LAND CONSERVATION | $70,000 | |
| BAT CONSERVATION INTERNATIONAL INC | ||||||||
| 500 N CAPITAL OF TEXAS HIGHWAY | AUSTIN | TX | 78746 | N/A | PC | HABITAT/LAND CONSERVATION | $25,417 | BUILDING 1-175 |
| BEAVER INSTITUTE INC | ||||||||
| 14 MOUNTAIN RD | SOUTHAMPTON | MA | 01073 | N/A | PC | HABITAT/LAND CONSERVATION | $5,000 | |
| HIGH COUNTRY NEWS | ||||||||
| PO BOX 1090 119 GRAND AVENUE | PAONIA | CO | 81428 | N/A | PC | HABITAT/LAND CONSERVATION | $5,000 | |
| WILDEARTH GUARDIANS | ||||||||
| 301 N GUADALUPE ST STE 201 | SANTA FE | NM | 87501 | N/A | PC | HABITAT/LAND CONSERVATION | $10,000 | |
| COLORADO NATURE LEAGUE | ||||||||
| 6110 E COLFAX AVE SUITE 4-180 | DENVER | CO | 80220 | N/A | PC | HABITAT/LAND CONSERVATION | $35,000 | |
| AMERICAN RIVERS INC | ||||||||
| 1101 14TH STREET NW SUITE 1400 | WASHINGTON | DC | 20005 | N/A | PC | HABITAT/LAND CONSERVATION | $25,000 | |
| COALITION FOR THE POUDRE RIVER WATERSHED | ||||||||
| 320 EAST VINE DR SUITE 317 | FORT COLLINS | CO | 80524 | N/A | PC | HABITAT/LAND CONSERVTION | $60,110 | |
| HIGH COUNTRY CONSERVATION ADVOCAATES | ||||||||
| PO BOX 1066 | CRESTED BUTTE | CO | 81224 | N/A | PC | HABITAT/LAND CONSERVATION | $20,000 | |
| NATIONAL WILDLIFE FEDERATION | ||||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 20190 | N/A | PC | HABITAT/LAND CONSERVATION | $25,000 | |
| RIO GRANDE RETURN | ||||||||
| 1704B LLANO STREET 347 | SANTA FE | NM | 87505 | N/A | PC | HABITAT/LAND CONSERVATION | $75,000 | |
| THEODORE ROOSEVELT CONSERVATION PARTNERSHIP INC | ||||||||
| 529 14TH STREET SUITE 500 | WASHINGTON | DC | 20045 | N/A | PC | HABITAT/LAND CONSERVATION | $25,000 | |
| TREES WATER & PEOPLE | ||||||||
| 633 REMINGTON STREET | FORT COLLINS | CO | 80524 | N/A | PC | HABITAT/LAND CONSERVATION | $50,000 | |
| UNIVERSITY OF COLORADO BOULDER | ||||||||
| 3100 MARINE STREET 527 UCB | BOULDER | CO | 80309 | N/A | PC | HABITAT/LAND CONSERVATION | $2,352 | |
| SAN JUAN CITIZENS ALLIANCE | ||||||||
| PO BOX 2461 | DURANGO | CO | 81302 | N/A | PC | HABITAT/LAND CONSERVATION | $33,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $750,879 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| NORTH AMERICAN ORCHID CONSERVATION CENTER | ||||||||
| C/O SMITHSONIAN INSTITUTION OFFICE | OF SPONSORED PROJECTS PO BOX 37012 | WASHINGTON | DC | 20013 | N/A | PC | HABITAT/LAND CONSERVATION | $23,119 |
| THE WILD FOUNDATION | ||||||||
| 717 POPLAR AVENUE | BOULDER | CO | 80304 | N/A | PC | HABITAT/LAND CONSERVATION | $36,000 | |
| COALITION FOR THE POUDRE RIVER WATERSHED | ||||||||
| 320 EAST VINE DR SUITE 317 | FORT COLLINS | CO | 80524 | N/A | PC | HABITAT/LAND CONSERVATION | $37,110 | |
| RIO GRANDE RETURN | ||||||||
| 1704B LLANO STREET 347 | SANTA FE | NM | 87505 | N/A | PC | HABITAT/LAND CONSERVATION | $50,000 | |
| UNIVERSITY OF COLORADO BOULDER | ||||||||
| 3100 MARINE STREET 527 UCB | BOULDER | CO | 80309 | N/A | PC | HABITAT/LAND CONSERVATION | $5,880 | |
| TREES WATER & PEOPLE | ||||||||
| 633 REMINGTON STREET | FORT COLLINS | CO | 80524 | N/A | PC | HABITAT/LAND CONSERVATION | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $252,109 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,522 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $2,820 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $382,758 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,500 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $425,100 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,500 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $426,600 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | SALE OF USED EQUIPMENT USED IN OPERATIONS OF CHARITABLE ACTIVITIES | RelationshipStatementTxt |
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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ASPEN BUSINESS CENTER FOUNDATION | |||||||
| 1 | 303 ASPEN AIRPORT BUSINESS CTR STE | ASPEN | CO | 81611 | $20,000 | Yes (X) | |
| RICHARD PRITZLAFF | |||||||
| 2 | 2241 4TH ST | BOULDER | CO | 80302 | $500,592 | Yes (X) | |
| BOETEL-DINIUS ESTATE | |||||||
| 3 | 1300 THAMES STREET WHARF 4TH FLOOR | BALTIMORE | MD | 21231 | $15,000 | Yes (X) | |
| DONAHO FAMILY FUND | |||||||
| 4 | 211 MAIN STREET | SAN FRANCISCO | CA | 94105 | $5,000 | Yes (X) | |
| LAURA S SCHUMAN CO ACTBLUE CHARITIES | |||||||
| 5 | 366 SUMMER STREET | SOMERVILLE | MA | 02144 | $5,000 | Yes (X) | |
| THE HUMANE SOCIETY OF THE UNITED STATES | |||||||
| 6 | 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | $7,500 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 348 SHARES ALLEGION PUB LTD | $36,752 | 2023-05-25 |
| 2 | 1987 SHARES TRANE TECHNOLOGIES PLC | $331,789 | 2023-05-25 |
| 2 | 2331 SHARES YUM CHINA HOLDINGS INC COM | $132,051 | 2023-05-25 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,860 | Amt |
| Net Investment Income | $3,930 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,930 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CENTRO DE COLABORACION PARA LA CIENCIA Y CULTURA (CENKO) | |||||||||||||||
| PUERTO RICO 147 COL LAS PLAZAS | HERMOSILLO SONORA | SONORA | MX | 83170 | 2022-08-19 | $10,000 | THIS FUNDING SUPPORTS THE EMPOWERMENT OF RURAL WOMEN THROUGH THE PRODUCTION OF VALUE-ADDED PRODUCTS USING AGAVE BYPRODUCTS. THIS REDUCES THE WASTE STREAM AND CREATES A SOURCE OF SUSTAINABLE INCOME. | $10,000 | NONE | 8/01/23 | NO VERIFICATION IN ADDITION TO THE GRANTEE'S REPORTS DEEMED NECESSARY. | ||||
| TERRA HABITUS AC | |||||||||||||||
| VIA ANGELICA NO 118 | COL FUENTES DEL VALLE | MX | 66224 | 2022-07-01 | $10,000 | SEMINARIOS RANCHEROS IS A PROFESSIONAL CAPACITY-BUILDING EFFORT DELIVERED THROUGH SEMINARS OR WORKSHOPS, WHERE EJIDO OWNERS (EJIDATARIOS) AND OTHER LANDOWNERS LEARN BEST PRACTICES, TOOLS, AND OTHER HANDS-ON ELEMENTS FOR DEVELOPING AN OPERATIONAL PLAN FOR EJIDOS AND RANCHES. THIS WILL CONTRIBUTE TO THE REGENERATION AND PRESERVATION OF GRASSLAND ECOSYSTEMS IN EJIDOS AND IMPROVE FINANCIAL INCOME. THE PROGRAM IS A COLLABORATION WITH UNIVERSIDAD AGRARIA AUTONOMA ANTONIO NARRO (ANTONIO NARRO AUTONOMOUS AGRARIAN UNIVERSITY) AND PRONATURA NORESTE A.C. | $10,000 | NONE | 12/31/22, 7/31/23 | NO VERIFICATION IN ADDITION TO THE GRANTEE'S REPORTS DEEMED NECESSARY. | |||||
| COLORADO NATURE LEAGUE | |||||||||||||||
| 2023-11-16 | $30,000 | COLORADO NATURE LEAGUE (CNL) WILL LAUNCH AN ORGANIZING PROJECT TO SAFEGUARD WILDLIFE, PROTECT INTERCONNECTED HABITATS, FOSTER BIODIVERSITY ACROSS THE STATE, AND PRIORITIZE PUBLIC EDUCATION ABOUT THESE CRUCIAL EFFORTS. THIS PROJECT ALIGNS WITH CNL'S MISSION OF CONSERVATION AND ENVIRONMENTAL EDUCATION AND INVOLVES A RANGE OF ACTIVITIES DESIGNED TO CREATE A UNIFIED APPROACH TO WILDLIFE AND ECOSYSTEM HEALTH IN COLORADO. | $30,000 | NONE | 04/02/24 | NO VERIFICATION IN ADDITION TO GRANTEE'S REPORT DEEMED NECESSARY. | 6110 E COLFAX AVE SUITE 4-180 | DENVER | CO | 80220 | |||||
| COLORADO NATURE LEAGUE | |||||||||||||||
| 2023-12-01 | $5,000 | COLORADO NATURE LEAGUE (CNL) WILL LAUNCH AN ORGANIZING PROJECT TO SAFEGUARD WILDLIFE, PROTECT INTERCONNECTED HABITATS, FOSTER BIODIVERSITY ACROSS THE STATE, AND PRIORITIZE PUBLIC EDUCATION ABOUT THESE CRUCIAL EFFORTS. THIS PROJECT ALIGNS WITH CNL'S MISSION OF CONSERVATION AND ENVIRONMENTAL EDUCATION AND INVOLVES A RANGE OF ACTIVITIES DESIGNED TO CREATE A UNIFIED APPROACH TO WILDLIFE AND ECOSYSTEM HEALTH IN COLORADO. | $5,000 | NONE | 04/02/24 | NO VERIFICATION IN ADDITION TO THE GRANTEE'S REPORT DEEMED NECESSARY. | 6110 E COLFAX AVE SUITE 4-180 | DENVER | CO | 80220 | |||||
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | EQUIPMENT | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Gross Sales Price | $1,500 | GrossSalesPriceAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $1,500 | TotalNetAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $1,702 | BOYBookValueAmt |
| EOY Book Value | $272 | EOYBookValueAmt |
| EOYFMV | $272 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES MARKET VALUE ADJUSTMENT | Desc |
| Amt | $376,876 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE-GENERAL | $13,227 | $0 | $0 | $13,227 |
| OFFICE SUPPLIES AND EXPENSE | $3,089 | $1,544 | $0 | $1,545 |
| POSTAGE AND DELIVERY | $456 | $228 | $0 | $228 |
| TELEPHONE | $1,269 | $634 | $0 | $635 |
| MISCELLANEOUS EXPENSES | $6,527 | $0 | $0 | $6,527 |
| DUES AND SUBSCRIPTIONS | $1,485 | $743 | $0 | $742 |
| RANCH | $136,057 | $0 | $0 | $136,057 |
| EXCISE TAX | $26,456 | $0 | $0 | $0 |
| ROCKY MOUNTAIN WOLF PROJECT | $27,775 | $0 | $0 | $27,775 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERIES OF QUALIFIED DISTRIBUTIONS | Desc |
| Amt | $25,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $7,632 | BOYBookValueAmt |
| EOY Book Value | $7,962 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $10,892 | $10,892 | $0 | $0 |
| CONSULTING FEE | $2,500 | $0 | $0 | $2,500 |
| LEGAL FEE | $1,230 | $0 | $0 | $1,230 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $14,865 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,865 | DisbursementsCharitablePrpsAmt |