BIOPHILIA FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BIOPHILIA FOUNDATION INC (EIN 52-2199334)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-06-20
- IRS object ID
- 202201719349100015
- Schema version
- 2021v4.2
- 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
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- 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 | 2022-06-20T11:54:37-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | RICHARD G PRITZLAFF | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 4108225100 | PhoneNum |
| Signature | 2022-06-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | PRITZLAFF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTIAN A SLAATS CPA | PreparerPersonNm |
| PTIN | P00963303 | PTIN |
| Phone | 4144561099 | PhoneNum |
| Preparation | 2022-06-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,414,007 | 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 | $444,440 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $25,569 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,569 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $9,960 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $9,960 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $9,960 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $14,640 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,640 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,640 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $494,609 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,169 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $87,000 | 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 | $87,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $25,362 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $25,362 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,752 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,376 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,376 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,332 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $33,332 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $81,708 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $7,751 | 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 | $5,247 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,247 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $199,065 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,166 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $194,902 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $463,066 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,542 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $372,570 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,029,789 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,029,789 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,492,855 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,542 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,402,359 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$998,246 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,627 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $281,258 | CashBOYAmt |
| Cash EOY | $91,638 | CashEOYAmt |
| Cash EOYFMV | $91,638 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $825,896 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,497 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,497 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $1,284,934 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,254,645 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,254,645 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $578,652 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $506,380 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $506,380 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,603,017 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $98,058 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,153,017 | LandBOYAmt |
| Land EOY | $3,504,959 | LandEOYAmt |
| Land EOYFMV | $3,504,959 | LandEOYFMVAmt |
| Other Assets BOY | $2,590 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,888 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,888 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,126,347 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,414,007 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,414,007 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,019 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,152 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,019 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,152 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,123,328 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,406,855 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,123,328 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,406,855 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,126,347 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,414,007 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,123,328 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$998,246 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,125,082 | SubtotalAmt |
| Other Decreases | $718,227 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,406,855 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| FROM K-1 BORDERLANDS RESTORATION | P | $10,050 | $10,050 | $10,050 |
| CAPITAL GAINS DIVIDENDS | P | $4,590 | $4,590 | $4,590 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,640 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $467 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $467 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $467 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,600 | 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 | $41,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $41,133 | OverpaymentAmt |
| Applied To ES Tax | $480 | AppliedToESTaxAmt |
| Refund | $40,653 | 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 | Yes (1) | 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 | 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 (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 | $61,000 | $25,362 | $0 |
| JENNIFER GOODEN | ||||||||
| 1201 PARSON ISLAND ROAD | CHESTER | MD | 21619 | PRESIDENT | 40.00 | $26,000 | $0 | $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 |
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 | $52,197 | CompensationAmt |
| Employee Benefits | $0 | 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 | Description1Txt |
| Expenses1 | $546,931 | 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 | $1,782,854 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $437,212 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $867 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,220,933 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,220,933 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,314 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,187,619 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $109,381 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $109,381 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $467 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $467 | TotalTaxAmt |
| Distributable Before Adj | $108,914 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $108,914 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $108,914 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,402,359 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,402,359 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $108,914 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $824,298 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,005,655 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,446,280 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,126,749 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $958,594 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,361,576 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,402,359 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $108,914 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,293,445 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,655,021 | 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 | $824,298 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,830,723 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,005,655 | ExcessFromYear4Amt |
| Excess From Year3 | $1,446,280 | ExcessFromYear3Amt |
| Excess From Year2 | $1,126,749 | ExcessFromYear2Amt |
| Excess From Year1 | $958,594 | ExcessFromYear1Amt |
| Excess From Current Year | $1,293,445 | 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 (11 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 | |
| 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 | |
| WILD UTAH PROJECT | ||||||||
| 824 S 400 W SUITE B119 | SALT LAKE CITY | UT | 84101 | N/A | PC | HABITAT/LAND CONSERVATION | $60,000 | |
| CHESAPEAKE WILDLIFE HERITAGE INC | ||||||||
| PO BOX 1745 | EASTON | MD | 21601 | N/A | PC | HABITAT/LAND CONSERVATION | $75,000 | |
| DBA WILDLANDS NETWORK | ||||||||
| 1402 THIRD AVE SUITE 1019 | SEATTLE | WA | 98101 | N/A | PC | HABITAT/LAND CONSERVATION | $152,800 | |
| BORDERLANDS RESTORATION NETWORK | ||||||||
| PO BOX 121 | PATAGONIA | AZ | 85624 | N/A | PC | HABITAT/LAND CONSERVATION | $275,000 | |
| CENTRAL ARIZONA LAND TRUST | ||||||||
| PO BOX 1050 | PRESCOTT | AZ | 86302 | N/A | PC | HABITAT/LAND CONSERVATION | $50,000 | |
| WILDLIFE CORRIDORS LLC | ||||||||
| PO BOX 1181 | PATAGONIA | AZ | 85624 | N/A | NC | HABITAT/LAND CONSERVATION | $182,500 | |
| US GEOLOGICAL SURVEY | ||||||||
| 12201 SUNRISE VALLEY DRIVE RM 6A221 | RESTON | VA | 20192 | N/A | GOV | HABITAT/LAND CONSERVATION | $62,134 | MS 271 |
| ROCKY MOUNTAIN WOLF PROJECT | ||||||||
| 1201 PARSON ISLAND ROAD | CHESTER | MD | 21619 | N/A | PC | HABITAT/LAND CONSERVATION | $119,855 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,029,789 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,569 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $9,960 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,640 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $50,169 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,169 | 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 (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ASPEN COMMUNITY FOUNDATION | ||||||
| 1 | 455 GOLD RIVERS COURT SUITE 515 | BASALT | CO | 81621 | $20,000 | Yes (X) |
| SEADREAM FAMILY FOUNDATION | ||||||
| 2 | PO BOX 2074 | PRINCETON | NJ | 08543 | $270,000 | Yes (X) |
| FRIEDMAN FAMILY FOUNDATION | ||||||
| 3 | 500 MAMARONECK AVE SUITE 301 | HARRISON | NY | 10528 | $30,000 | Yes (X) |
| HAWTHORNE | ||||||
| 4 | ONE EAST PRATT STREET 10TH FLOOR EA | BALTIMORE | MD | 21202 | $10,000 | Yes (X) |
| TIDES | ||||||
| 5 | PO BOX 29907 | SAN FRANCISCO | CA | 94129 | $17,666 | Yes (X) |
| TURNER ENDANGERED SPECIES FUND | ||||||
| 6 | 901 TECHNOLOGY BLVD | BOZEMAN | MT | 59718 | $25,000 | Yes (X) |
| STADLER FAMILY CHARITABLE FOUNDATION | ||||||
| 7 | 307 FREEMANS LANE | FRANKLIN LAKES | NJ | 07417 | $25,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $24,752 | Amt |
| Net Investment Income | $12,376 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,376 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VANGUARD SHORT-TERM INVESTMENT GRADE | BondNm |
| EOY Book Value | $1,254,645 | EOYBookValueAmt |
| EOYFMV | $1,254,645 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BORDERLANDS RESTORATION, L3C, LLC | FMV | $867 | $867 |
| FEDERATED ULTRASHORT BOND FUND | FMV | $505,513 | $505,513 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $2,590 | BOYBookValueAmt |
| EOY Book Value | $1,888 | EOYBookValueAmt |
| EOYFMV | $1,888 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SECURITIES MARKET VALUE ADJUSTMENT | $70,174 |
| PRIOR PERIOD ADJUSTMENTS | $648,053 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE-GENERAL | $11,801 | $0 | $0 | $11,801 |
| OFFICE SUPPLIES AND EXPENSE | $4,189 | $2,095 | $0 | $2,095 |
| POSTAGE AND DELIVERY | $298 | $149 | $0 | $149 |
| TELEPHONE | $1,257 | $629 | $0 | $629 |
| MISCELLANEOUS EXPENSES | $532 | $0 | $0 | $532 |
| BORDERLANDS EXPENSES | $12,557 | $0 | $0 | $12,557 |
| DUES AND SUBSCRIPTIONS | $2,585 | $1,293 | $0 | $1,293 |
| BORDERLANDS RESTORATION | $42,437 | $0 | $0 | $42,437 |
| RANCH | $96,427 | $0 | $0 | $96,427 |
| CARBON PROJECT | $26,982 | $0 | $0 | $26,982 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $3,019 | BOYBookValueAmt |
| EOY Book Value | $7,152 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $33,332 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $33,332 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| REAL ESTATE TAXES | $176 | $0 | $0 | $176 |
| PAYROLL TAXES - EXECUTIVE DIRECTOR | $7,575 | $0 | $0 | $7,575 |
| EXCISE TAX | $73,957 | $0 | $0 | $0 |