BIOPHILIA FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BIOPHILIA FOUNDATION INC (EIN 52-2199334)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202501339349103160
- Schema version
- 2024v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T13:09:14-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | SCOTT E MARR CPA | PreparerPersonNm |
| PTIN | P01218713 | PTIN |
| Phone | 4144561099 | PhoneNum |
| Preparation | 2025-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,674,077 | 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 | $692,392 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $32,011 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,011 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $334,425 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,261,680 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $509,425 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,058,828 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $541,436 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $180,829 | 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 | $180,829 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $48,330 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $48,330 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,283 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,283 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,279 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $16,279 | 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 | $2,225 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,225 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $259,470 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,386 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $257,084 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $532,266 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,794 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $515,472 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $875,997 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $875,997 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,408,263 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,794 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,391,469 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$349,435 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $524,642 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $85,761 | CashBOYAmt |
| Cash EOY | $27,924 | CashEOYAmt |
| Cash EOYFMV | $27,924 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $939,725 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $314,784 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $314,784 | SavAndTempCashInvstEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,428,017 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $98,058 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,504,959 | LandBOYAmt |
| Land EOY | $3,329,959 | LandEOYAmt |
| Land EOYFMV | $3,329,959 | LandEOYFMVAmt |
| Other Assets BOY | $272 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,410 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,410 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,530,717 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,674,077 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,674,077 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,962 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,898 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,962 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,898 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,522,755 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,670,179 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,522,755 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,670,179 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,530,717 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,674,077 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,522,755 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$349,435 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,173,320 | SubtotalAmt |
| Other Decreases | $503,141 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,670,179 | 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 | $1,261,680 | GrossSalesPriceAmt |
| Cost Or Other Basis | $752,255 | CostOrOtherBasisAmt |
| Gain Or Loss | $509,425 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $509,425 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $509,425 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,293 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,293 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,293 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,943 | 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 | $7,943 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $650 | OverpaymentAmt |
| Applied To ES Tax | $650 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 | $70,118 | $36,151 | $0 |
| JENNIFER GOODEN | ||||||||
| 1201 PARSON ISLAND ROAD | CHESTER | MD | 21619 | PRESIDENT AND CEO | 40.00 | $110,711 | $12,179 | $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 | $51,385 | CompensationAmt |
| Employee Benefits | $17,493 | 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 18 ORGANIZATIONS. | Description1Txt |
| Expenses1 | $515,472 | 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 | $304,287 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $507,044 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $811,331 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $811,331 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,170 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $799,161 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,958 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,958 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,293 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,293 | TotalTaxAmt |
| Distributable Before Adj | $32,665 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,665 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,665 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,391,469 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,391,469 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,665 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,126,749 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $958,594 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,293,445 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,229,885 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,101,178 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,709,851 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,391,469 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,665 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,358,804 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,068,655 | 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 | $1,126,749 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,941,906 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $958,594 | ExcessFromYear4Amt |
| Excess From Year3 | $1,293,445 | ExcessFromYear3Amt |
| Excess From Year2 | $1,229,885 | ExcessFromYear2Amt |
| Excess From Year1 | $1,101,178 | ExcessFromYear1Amt |
| Excess From Current Year | $1,358,804 | 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHESAPEAKE WILDLIFE HERITAGE INC | ||||||||
| PO BOX 1745 | EASTON | MD | 21601 | N/A | PC | HABITAT/LAND CONSERVATION | $75,000 | |
| COLORADO NATURE LEAGUE | ||||||||
| 6110 E COLFAX AVE SUITE 4-180 | DENVER | CO | 80220 | N/A | PC | HABITAT/LAND CONSERVATION | $85,000 | |
| THE WILD FOUNDATION | ||||||||
| 717 POPLAR AVENUE | BOULDER | CO | 80304 | N/A | PC | HABITAT/LAND CONSERVATION | $12,000 | |
| NORTH AMERICAN ORCHID CONSERVATION CENTER | ||||||||
| C/O SMITHSONIAN INSTITUTION OFFICE | WASHINGTON | DC | 20013 | N/A | PC | HABITAT/LAND CONSERVATION | $23,119 | OF SPONSORED PROJECTS PO BOX 37012 |
| PATAGONIA AREA RESOURCE ALLIANCE | ||||||||
| PO BOX 1044 | PATAGONIA | AZ | 85624 | N/A | PC | HABITAT/LAND CONSERVATION | $5,000 | |
| ROCKY MOUNTAIN WOLF PROJECT | ||||||||
| 1309 EAST THIRD AVE SUITE 5 | DURANGO | CO | 81301 | N/A | PC | HABITAT/LAND CONSERVATION | $100,248 | |
| SAGELAND COLLABORATIVE | ||||||||
| 824 S 400 W SUITE 8119 | SALT LAKE CITY | UT | 84104 | N/A | PC | HABITAT/LAND CONSERVATION | $80,000 | |
| 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 | |
| YELLOWSTONE TO UINTAS CONNECTION | ||||||||
| PO BOX 280 | MENDON | UT | 84325 | N/A | PC | HABITAT/LAND CONSERVATION | $15,000 | |
| AMERICAN RIVERS INC | ||||||||
| 1101 14TH STREET NW SUITE 1400 | WASHINGTON | DC | 20005 | N/A | PC | HABITAT/LAND CONSERVATION | $25,000 | |
| BORDERLANDS RESTORATION NETWORK | ||||||||
| PO BOX 121 | PATAGONIA | AZ | 85624 | N/A | PC | HABITAT/LAND CONSERVATION | $50,000 | |
| LA TIERRA DEL JAGUAR | ||||||||
| PO BOX 581 | SAINT DAVID | AZ | 85630 | N/A | PC | HABITAT/LAND CONSERVATION | $40,500 | |
| RIO BRAVO RESTORATION | ||||||||
| 2208 SOLITARIO SAWMILL ROAD PO 14 | TERLINGUA | TX | 79852 | N/A | PC | HABITAT/LAND CONSERVATION | $50,000 | |
| RIO GRANDE RETURN | ||||||||
| 1704B LLANO STREET 347 | SANTA FE | NM | 87505 | N/A | PC | HABITAT/LAND CONSERVATION | $50,000 | |
| THEODORE ROOSEVELT CONSERVATION PARTNERSHIP INC | ||||||||
| 529 14TH STREET SUITE 500 | WASHINGTON | DC | 20045 | N/A | PC | HABITAT/LAND CONSERVATION | $35,000 | |
| 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 | $30,130 | |
| UTAH STATE UNIVERSITY | ||||||||
| 1590 OLD MAIN HILL | LOGAN | UT | 84322 | N/A | PC | HABITAT/LAND CONSERVATION | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $875,997 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEAVER ECOLOGY AND RELOCATION CENTER AT UTAH STATE UNIVERSITY | |||||||
| 1415 OLD MAIN HILL ROOM 64 | LOGAN | UT | 84322 | N/A | PC | HABITAT/LAND CONSERVATION | $50,000 |
| RIO BRAVO RESTORATION | |||||||
| PO BOX 14 | TERLINGUA | TX | 79852 | N/A | PC | HABITAT/LAND CONSERVATION | $60,000 |
| FOREST STEWARDS GUILD | |||||||
| 2019 GALISTEO STREETM N7 | SANTA FE | NM | 87505 | N/A | PC | HABITAT/LAND CONSERVATION | $4,000 |
| BORDERLANDS RESTORATION NETWORK | |||||||
| PO BOX 121 | PATAGONIA | AZ | 85624 | N/A | PC | HABITAT/LAND CONSERVATION | $50,000 |
| LE TIERRA DEL JAGUAR | |||||||
| 2114 W GRAND ROAD PMB 151 | TUCSON | AZ | 85745 | N/A | PC | HABITAT/LAND CONSERVATION | $40,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $204,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,011 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $509,425 | ExclusionAmt |
| Related Or Exempt Function Incm | -$175,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $541,436 | ExclusionAmt |
| Related Or Exempt Function Incm | -$175,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $366,436 | 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 LAND USED IN PURSUIT OF EXEMPT PURPOSE | 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 | $10,000 | Yes (X) | |
| RICHARD PRITZLAFF | |||||||
| 2 | 2241 4TH ST | BOULDER | CO | 80302 | $503,177 | Yes (X) | |
| ANDREW CURRIE FUND AT SCHWAB CHARITABLE CO ANDREW CURRIE | |||||||
| 3 | PO BOX 391 | BOULDER | CO | 80306 | $20,000 | Yes (X) | |
| JEWISH COMMUNITY FOUNDATION OF SAN DIEGO | |||||||
| 4 | 4950 MURPHY CANYON ROAD | SAN DIEGO | CA | 92123 | $20,000 | Yes (X) | |
| SIERRA CLUB | |||||||
| 5 | 2101 WEBSTER STREET 1300 | OAKLAND | CA | 94612 | $7,500 | Yes (X) | |
| CENTER FOR A HUMANE ECONOMY INC | |||||||
| 6 | PO BOX 30845 | BETHESDA | MD | 20824 | $100,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 1213 SHARES MICROSOFT | NoncashPropertyDesc |
| Fair Market Value | $503,177 | FairMarketValueAmt |
| Received | 2024-03-13 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,250 | Amt |
| Net Investment Income | $4,125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,125 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | SALE OF LAND- STODARD PROPERTY | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Basis | $175,000 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$175,000 | TotalNetAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $272 | BOYBookValueAmt |
| EOY Book Value | $1,410 | EOYBookValueAmt |
| EOYFMV | $1,410 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES MARKET VALUE ADJUSTMENT | Desc |
| Amt | $503,141 | 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 | $3,267 | $0 | $0 | $3,267 |
| OFFICE SUPPLIES AND EXPENSE | $2,941 | $1,471 | $0 | $1,470 |
| POSTAGE AND DELIVERY | $344 | $172 | $0 | $172 |
| TELEPHONE | $1,403 | $702 | $0 | $701 |
| MISCELLANEOUS EXPENSES | $3,559 | $0 | $0 | $3,559 |
| DUES AND SUBSCRIPTIONS | $82 | $41 | $0 | $41 |
| RANCH | $104,862 | $0 | $0 | $104,862 |
| ROCKY MOUNTAIN WOLF PROJECT | $14,518 | $0 | $0 | $14,518 |
| RIVERSCAPE RESTORATION INITAITIVE CONTRACTS | $128,494 | $0 | $0 | $128,494 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $7,962 | BOYBookValueAmt |
| EOY Book Value | $3,898 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $10,283 | Amt |
| Net Investment Income | $10,283 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $16,279 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,279 | DisbursementsCharitablePrpsAmt |