BIOPHILIA FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BIOPHILIA FOUNDATION INC (EIN 52-2199334)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-22
- IRS object ID
- 202301739349100005
- Schema version
- 2022v5.0
- 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
- Investments Corp Bonds Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-22T08:59:41-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | PersonTitleTxt |
| Phone | 4108225100 | PhoneNum |
| Signature | 2023-06-20 | 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 | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTIAN A SLAATS CPA | PreparerPersonNm |
| PTIN | P00963303 | PTIN |
| Phone | 4144561099 | PhoneNum |
| Preparation | 2023-06-20 | 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 | 2022 | 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 | $5,108,993 | 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 | $1,062,404 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $31,529 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,529 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $7,100 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $7,100 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $7,100 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $947,706 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,550,534 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $947,706 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $40,653 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,089,392 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $986,335 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $166,000 | 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 | $166,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $37,730 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $37,730 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,639 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,639 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,570 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $12,570 | 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 | $5,263 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,263 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $288,748 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,169 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $284,578 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $554,050 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,058 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $526,991 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $780,033 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $780,033 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,334,083 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,058 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,307,024 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $755,309 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $959,277 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $91,638 | CashBOYAmt |
| Cash EOY | $53,515 | CashEOYAmt |
| Cash EOYFMV | $53,515 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $54,497 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $105,737 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $105,737 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $1,760,158 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,443,080 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,443,080 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $867 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| 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 | $1,888 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,702 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,702 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,414,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,108,993 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,108,993 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,152 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,632 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,152 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,632 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,406,855 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,101,361 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,406,855 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,101,361 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,414,007 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,108,993 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,406,855 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $755,309 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,162,164 | SubtotalAmt |
| Other Decreases | $1,060,803 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,101,361 | 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 | $1,550,534 | GrossSalesPriceAmt |
| Cost Or Other Basis | $602,828 | CostOrOtherBasisAmt |
| Gain Or Loss | $947,706 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $947,706 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $947,706 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,334 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,334 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,334 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $480 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,956 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,436 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $102 | OverpaymentAmt |
| Applied To ES Tax | $102 | 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 | MD | OrgReportOrRegisterStateCd |
| 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (7 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 | EXECUTIVE DIRECTOR | 40.00 | $64,500 | $28,668 | $0 |
| JENNIFER GOODEN | ||||||||
| 1201 PARSON ISLAND ROAD | CHESTER | MD | 21619 | PRESIDENT | 40.00 | $101,500 | $9,062 | $0 |
| GREG COSTELLO | ||||||||
| 1201 PARSON ISLAND ROAD | CHESTER | MD | 21619 | TREASURER | 5.00 | $0 | $0 | $0 |
| VALERIE CLARK | ||||||||
| 1201 PARSON ISLAND ROAD | CHESTER | MD | 21619 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RUTH MUSGRAVE | ||||||||
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | Description1Txt |
| Expenses1 | $433,244 | 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 | $1,470,613 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $366,395 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,837,008 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,837,008 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,555 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,809,453 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,473 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,473 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,334 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,334 | TotalTaxAmt |
| Distributable Before Adj | $77,139 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,139 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,139 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,307,024 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,307,024 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,139 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,005,655 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,446,280 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,126,749 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $958,594 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,293,445 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,830,723 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,307,024 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,139 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,229,885 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,060,608 | 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 | $1,005,655 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,054,953 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,446,280 | ExcessFromYear4Amt |
| Excess From Year3 | $1,126,749 | ExcessFromYear3Amt |
| Excess From Year2 | $958,594 | ExcessFromYear2Amt |
| Excess From Year1 | $1,293,445 | ExcessFromYear1Amt |
| Excess From Current Year | $1,229,885 | 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 | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| YELLOWSTONE TO UINTAS CONNECTION | ||||||||||||
| PO BOX 280 | MENDON | UT | 84325 | N/A | PC | HABITAT/LAND CONSERVATION | $10,000 | |||||
| GREEN AMENDMENTS FOR THE GENERATION | ||||||||||||
| 925 CANAL STREET 7TH FLOOR SUITE | BRISTOL | PA | 19007 | N/A | PC | HABITAT/LAND CONSERVATION | $17,500 | 3701 | ||||
| CASCADE FOREST CONSERVANCY | ||||||||||||
| 500 WEST 8TH STREET 270 | VANCOUVER | WA | 98660 | N/A | PC | HABITAT/LAND CONSERVATION | $25,000 | |||||
| CHESAPEAKE WILDLIFE HERITAGE INC | ||||||||||||
| PO BOX 1745 | EASTON | MD | 21601 | N/A | PC | HABITAT/LAND CONSERVATION | $75,000 | |||||
| WILD EARTH SOCIETY DBA WILDLANDS NETWORK | ||||||||||||
| 1402 THIRD AVE SUITE 1019 | SEATTLE | WA | 98101 | N/A | PC | HABITAT/LAND CONSERVATION | $100,000 | |||||
| BORDERLANDS RESTORATION NETWORK | ||||||||||||
| PO BOX 121 | PATAGONIA | AZ | 85624 | N/A | PC | HABITAT/LAND CONSERVATION | $205,000 | |||||
| WILDLIFE CORRIDORS LLC | ||||||||||||
| PO BOX 1181 | PATAGONIA | AZ | 85624 | N/A | PC | HABITAT/LAND CONSERVATION | $150,000 | |||||
| SOUTHERN PLAINS LAND TRUST | ||||||||||||
| PO BOX 1016 | LAMAR | CO | 81052 | N/A | PC | HABITAT/LAND CONSERVATION | $30,000 | |||||
| SAGELAND COLLABORATIVE | ||||||||||||
| 824 S 400 W SUITE 8119 | SALT LAKE CITY | UT | 84104 | N/A | PC | HABITAT/LAND CONSERVATION | $72,000 | |||||
| SAN JUAN CITIZEN ALLIANCE | ||||||||||||
| PO BOX 2451 | DURANGO | CO | 81302 | N/A | PC | HABITAT/LAND CONSERVATION | $12,000 | |||||
| COLORADO STATE UNIVERSITY FOUNDATION | ||||||||||||
| PO BOX 1870 | FORT COLLINS | CO | 80523 | N/A | PC | HABITAT/LAND CONSERVATION | $5,000 | |||||
| LA TIERRA DEL JAGUAR | ||||||||||||
| 2114 W GRAND RD PMB 151 | TUCSON | AZ | 85745 | N/A | PC | HABITAT/LAND CONSERVATION | $10,000 | |||||
| SMITHSONIAN INSTITIUTION | ||||||||||||
| PO BOX 37012 MRC 035 | WASHINGTON | DC | 20013 | N/A | PC | HABITAT/LAND CONSERVATION | $25,533 | |||||
| PATAGONIA AREA RESOURCE ALLIANCE | ||||||||||||
| PO BOX 1044 317 W MCKEOWN AVE | PATAGONIA | AZ | 85624 | N/A | PC | HABITAT/LAND CONSERVATION | $10,000 | |||||
| AMERICAN RED CROSS | ||||||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | N/A | PC | HABITAT/LAND CONSERVATION | $10,000 | |||||
| TERRA HABITUS AC | ||||||||||||
| N/A | NC | HABITAT/LAND CONSERVATION | $10,000 | VIA ANGELICA 118 FUENTES DEL VALLE | SAN PEDRO GARZA GARCIA NU | MX | 66224 | |||||
| CENTRO DE COLABORACION PARA LA CIENCIA Y CULTURA (CENKO) | ||||||||||||
| N/A | NC | HABITAT/LAND CONSERVATION | $10,000 | PUERTO RICO 147 | LAS PLAZAS | MX | 83170 | |||||
| ROUTT COUNTY CSU EXTENSION | ||||||||||||
| 136 6TH ST SUITE 101 | STEAMBOAT SPRINGS | CO | 80487 | N/A | PC | HABITAT/LAND CONSERVATION | $3,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $780,033 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $40,653 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,529 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $7,100 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $947,706 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,026,988 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,026,988 | TotalIncomeProducingActyAmt |
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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| TURNER ENDANGERED SPECIES FUND | |||||||
| 1 | 901 TECHNOLOGY BLVD | BOZEMAN | MT | 59718 | $15,000 | Yes (X) | |
| DUTTA FAMILY FOUNDATION | |||||||
| 2 | 4908 WISTERIA DR | OKLAHOMA CITY | OK | 73142 | $15,000 | Yes (X) | |
| ASPEN BUSINESS CENTER FOUNDATION | |||||||
| 3 | 303 ASPEN AIRPORT BUSINESS CTR STE | ASPEN | CO | 81611 | $10,000 | Yes (X) | |
| RICHARD PRITZLAFF | |||||||
| 4 | 2241 4TH ST | BOULDER | CO | 80302 | $998,274 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 4 | 3,281 SHARES OF BMY STOCK | $250,997 | 2022-04-12 |
| 4 | 3,967 SHARES OF KO STOCK | $244,784 | 2022-04-12 |
| 4 | 3,967 SHARES OF KO STOCK | $249,359 | 2022-04-12 |
| 4 | 3,967 SHARES OF KO STOCK | $253,134 | 2022-04-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,500 | Amt |
| Net Investment Income | $8,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,250 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt | Foreign PostalForeignAddress/ForeignPostalCd | VerificationVerificationDt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CENTRO DE COLABORACION PARA LA CIENCIA Y CULTURA (CENKO) | ||||||||||||
| EJE ROSALES 364 | LAS PRADERAS HERMOSILLO | SONORA | MX | 2022-05-19 | $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. | $2,361 | NONE | NO REPORTS DUE YET; GRANTEE'S FISCAL YEAR ENDS JUNE 30 | NO REPORTS DUE YET; GRANTEE'S FISCAL YEAR ENDS JUNE 30 | ||
| TERRA HABITUS AC | ||||||||||||
| VIA ANGELICA NO 118 | COL FUENTES DEL VALLE | MX | 2022-08-31 | $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 | NO VERIFICATION IN ADDITION TO THE GRANTEE'S REPORTS DEEMED NECESSARY. | 66224 | 2022-12-31 | |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD SHORT-TERM INVESTMENT GRADE | $894,272 | $894,272 |
| FEDERATED ULTRASHORT BOND FUND | $351,885 | $351,885 |
| VANGUARD IMMEDIATE-TERM INVESTMENT GRADE | $196,923 | $196,923 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $1,888 | BOYBookValueAmt |
| EOY Book Value | $1,702 | EOYBookValueAmt |
| EOYFMV | $1,702 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES MARKET VALUE ADJUSTMENT | Desc |
| Amt | $1,060,803 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE-GENERAL | $2,170 | $0 | $0 | $2,170 |
| OFFICE SUPPLIES AND EXPENSE | $3,665 | $1,832 | $0 | $1,833 |
| POSTAGE AND DELIVERY | $432 | $215 | $0 | $216 |
| TELEPHONE | $1,255 | $627 | $0 | $628 |
| MISCELLANEOUS EXPENSES | $2,259 | $0 | $0 | $2,259 |
| DUES AND SUBSCRIPTIONS | $2,990 | $1,495 | $0 | $1,495 |
| BORDERLANDS RESTORATION | $867 | $0 | $0 | $867 |
| CARBON PROJECT | $43,086 | $0 | $0 | $43,086 |
| CONSERVATION PRIORITIZATION | $5,000 | $0 | $0 | $5,000 |
| RANCH | $131,957 | $0 | $0 | $131,957 |
| ROCKY MOUNTAIN WOLF PROJECT | $95,067 | $0 | $0 | $95,067 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $40,653 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $7,152 | BOYBookValueAmt |
| EOY Book Value | $7,632 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $14,639 | $14,639 | $0 | $0 |
| CONSULTING FEE - REPORT ON AWARENESS OF ECOLOGICAL WATER FLOW | $6,000 | $0 | $0 | $6,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $12,570 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,570 | DisbursementsCharitablePrpsAmt |