BIOPHILIA FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BIOPHILIA FOUNDATION INC (EIN 52-2199334)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202101339349102365
- Schema version
- 2020v4.1
- 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
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- 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 | 2021-05-13T13:36:12-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | PRESIDENT | PersonTitleTxt |
| Phone | 4108225100 | PhoneNum |
| Signature | 2021-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | 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 | 2021-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $7,126,347 | 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 | $3,817,528 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $21,586 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,586 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,983,439 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,044,488 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,983,439 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,709 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $6,709 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,829,262 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,005,025 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,709 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,500 | 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 | $60,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $23,519 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $23,519 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,880 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,440 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,440 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,330 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $34,330 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,184 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $4,826 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $6,190 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $6,190 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $456 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $456 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $270,237 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,982 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $260 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $258,995 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $417,296 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,422 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $260 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $392,256 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $615,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $615,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,032,296 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,422 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $260 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,007,256 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,796,966 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,990,603 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,449 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,641 | CashBOYAmt |
| Cash EOY | $281,258 | CashEOYAmt |
| Cash EOYFMV | $281,258 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $45,113 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $825,896 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $825,896 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $848 | PrepaidExpensesBOYAmt |
| Corporate Bonds BOY | $16,085 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,284,934 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,284,934 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $58,012 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $578,652 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $578,652 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,153,017 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $4,153,017 | LandBOYAmt |
| Land EOY | $4,153,017 | LandEOYAmt |
| Land EOYFMV | $4,153,017 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,590 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,590 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,276,716 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,126,347 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,126,347 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,015 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,019 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,015 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,019 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,273,701 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,123,328 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,273,701 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,123,328 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,276,716 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,126,347 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,273,701 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,796,966 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,070,667 | SubtotalAmt |
| Other Decreases | $2,947,339 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,123,328 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICALLY TRADED SEDCURITIES | D | $3,038,600 | $61,049 | $2,977,551 | $2,977,551 |
| GAIN FROM K-1 BORDERLANDS RESTORATION, L3C, LLC | P | $5,888 | $5,888 | $5,888 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,983,439 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $41,569 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $41,569 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $41,569 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,680 | 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 | $9,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $31,889 | TaxDueAmt |
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 |
| 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 (2 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 | ||||||||
| 2241 4TH STREET | BOULDER | CO | 80302 | PRESIDENT/DIRECTOR | 6.00 | $0 | $0 | $0 |
| CHRISTOPHER B PUPKE | ||||||||
| 1016 BURRISVILLE RD | CENTREVILLE | MD | 21617 | EXECUTIVE DIRECTOR | 40.00 | $60,500 | $23,519 | $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 | $392,516 | 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 | $974,744 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $786,972 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $70,383 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,832,099 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,832,099 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,481 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,804,618 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,231 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,231 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $41,569 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $41,569 | TotalTaxAmt |
| Distributable Before Adj | $48,662 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,662 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,662 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,007,256 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,007,256 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,007,256 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,662 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $249,247 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $824,298 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,005,655 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,446,280 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,126,749 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,652,229 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,007,256 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,662 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $958,594 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,610,823 | 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 | $249,247 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,361,576 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $824,298 | ExcessFromYear4Amt |
| Excess From Year3 | $1,005,655 | ExcessFromYear3Amt |
| Excess From Year2 | $1,446,280 | ExcessFromYear2Amt |
| Excess From Year1 | $1,126,749 | ExcessFromYear1Amt |
| Excess From Current Year | $958,594 | 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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHESAPEAKE WILDLIFE HERITAGE INC | |||||||
| PO BOX 1745 | EASTON | MD | 21601 | N/A | PUBLIC | HABITAT/LAND CONSERVATION | $75,000 |
| BORDERLANDS RESTORATION NETWORK | |||||||
| PO BOX 121 | PATAGONIA | AZ | 85624 | N/A | PUBLIC | HABITAT/LAND CONSERVATION | $325,000 |
| DBA WILDLANDS NETWORK | |||||||
| 1402 THIRD AVE SUITE 1019 | SEATTLE | WA | 98101 | N/A | PUBLIC | HABITAT/LAND CONSERVATION | $150,000 |
| SMITHSONIAN ENVIRONMENTAL RESEARCH CENTER | |||||||
| PO BOX 28 | EDGEWATER | MD | 21037 | N/A | PUBLIC | HABITAT/LAND CONSERVATION | $10,000 |
| WILD UTAH PROJECT | |||||||
| 824 S 400 W SUITE B119 | SALT LAKE CITY | UT | 84101 | N/A | PUBLIC | HABITAT/LAND CONSERVATION | $48,000 |
| YELLOWSTONE TO UINTAS CONNECTION | |||||||
| PO BOX 280 | MENDON | UT | 84325 | N/A | PUBLIC | HABITAT/LAN CONSERVATION | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $615,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| FARMING INCOME | 41 | $260 | |
| BORDERLANDS RESTORATION L3C LLC | $6,449 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,586 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,983,439 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,005,285 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,449 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,011,734 | 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 | 1B | LineNumberTxt |
| Relationship Statement | INCOME GENERATED FROM L3C ENTITY ESTABLISHED FOR LAND CONSERVATION AND WILDLIFE HABITAT RESTORATION AND CONSERVATION | 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 (18 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| RICHARD PRITZLAFF | |||||||
| 1 | 2241 4TH STREET | BOULDER | CO | 80302 | $2,679,926 | Yes (X) | Yes (X) |
| ALCHEMY CHARITABLE FOUNDATION | |||||||
| 2 | 44 SKY MEADOW DR | STAMFORD | CT | 06903 | $10,000 | Yes (X) | |
| SCHWAB CHARITABLE FUND | |||||||
| 3 | 211 MAIN STREET | SAN FRANCISCO | CA | 94105 | $160,000 | Yes (X) | |
| ASPEN COMMUNITY FOUNDATION | |||||||
| 4 | 455 GOLD RIVERS COURT SUITE 515 | BASALT | CO | 81621 | $35,000 | Yes (X) | |
| FIDELITY CHARITABLE DONOR FUND | |||||||
| 5 | PO BOX 77001 | CINCINNATI | OH | 45277 | $370,000 | Yes (X) | |
| JAMES AND SHANNON HADDAWAY | |||||||
| 6 | PO BOX 1213 | CRESTED BUTTE | CO | 81224 | $8,000 | Yes (X) | |
| COMMUNITY FOUNDATION OF BOULDER CNTY | |||||||
| 7 | 1123 SPRUCE ST | BOULDER | CO | 80302 | $6,000 | Yes (X) | |
| MORTON H MEYERSON FAMILY FOUNDATION | |||||||
| 8 | 4111 BUENA VISTA ST | DALLAS | TX | 75205 | $5,000 | Yes (X) | |
| DUTTA TRUST | |||||||
| 9 | 45075 MANZANITA CT | FREEMONT | CA | 94539 | $21,623 | Yes (X) | |
| RHONDA DERN | |||||||
| 10 | 29049 WESTERN LANE | EVERGREEN | CO | 80439 | $5,000 | Yes (X) | |
| ROCKEFELLER PHILANTHROPY ADVISORS INC | |||||||
| 11 | 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | $5,000 | Yes (X) | |
| SACHARUNA FOUNDATION | |||||||
| 12 | 8 MILTON RD | READING | MA | 01867 | $50,000 | Yes (X) | |
| TURNER ENDANGERED SPECIES FUND | |||||||
| 13 | 901 TECHNOLOGY BLVD | BOZEMAN | MT | 59718 | $10,000 | Yes (X) | |
| WOODTIGER FUND | |||||||
| 14 | PO BOX 66 | ERWINNA | PA | 18920 | $15,000 | Yes (X) | |
| THE HORN FOUNDATION | |||||||
| 15 | 5000 PARKWAY CALABASAS STE 204 | CALABASAS | CA | 91302 | $10,000 | Yes (X) | |
| THE DENVER FOUNDATION | |||||||
| 16 | 55 MADISON STREET 8TH FLOOR | DENVER | CO | 80206 | $10,000 | Yes (X) | |
| LAURIE MCBRIDE | |||||||
| 17 | 2500 ELK CREEK RD | SNOWMASS | CO | 81654 | $5,000 | Yes (X) | |
| ASPEN BUSINESS CENTER FOUNDATION | |||||||
| 18 | 303 ASPEN AIRPORT BUSINESS CTR STE | ASPEN | CO | 81611 | $10,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 7,640 SHS BRISTOL MYERS SQUIBB CO | $510,199 | 2020-01-16 |
| 1 | 1,589 SHS APPLE INC | $126,421 | 2020-05-28 |
| 1 | 16,258 SHS BRISTOL MYERS SQUIBB CO | $972,391 | 2020-05-28 |
| 1 | 11,098 SHS COCA-COLA CO | $522,605 | 2020-05-28 |
| 1 | 2,736 SHS MICROSOFT CORP | $496,310 | 2020-05-28 |
| 9 | 250 SHS VANGUARD TOTAL STOCK MARKET INDEX FUND | $21,623 | 2020-10-16 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,880 | Amt |
| Net Investment Income | $3,440 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,440 | 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 | $1,284,934 | EOYBookValueAmt |
| EOYFMV | $1,284,934 | 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 | $70,383 | $70,383 |
| FEDERATED ULTRASHORT BOND FUND | FMV | $508,269 | $508,269 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,590 | EOYBookValueAmt |
| EOYFMV | $2,590 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES MARKET VALUE ADJUSTMENT | Desc |
| Amt | $2,947,339 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK SERVICE FEES | $30 | $30 | $0 | $0 |
| INSURANCE-GENERAL | $15,068 | $0 | $0 | $15,068 |
| INVESTMENT MGMT FEE | $8,079 | $8,079 | $0 | $0 |
| OFFICE SUPPLIES AND EXPENSE | $3,415 | $1,708 | $0 | $1,707 |
| POSTAGE AND DELIVERY | $168 | $84 | $0 | $84 |
| PRITZLAFF RANCH EXPENSES | $81,902 | $0 | $260 | $81,642 |
| ADVERTISING | $1,053 | $0 | $0 | $1,053 |
| TELEPHONE | $1,463 | $731 | $0 | $732 |
| MISCELLANEOUS EXPENSES | $108 | $0 | $0 | $108 |
| BOARDERLANDS EXPENSE | $71,394 | $0 | $0 | $71,394 |
| DUES AND SUBSCRIPTIONS | $700 | $350 | $0 | $350 |
| DEVELOPMENT RIGHTS | $62,500 | $0 | $0 | $62,500 |
| ACT PROJECT | $24,357 | $0 | $0 | $24,357 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| FARMING INCOME | $260 | $260 |
| BORDERLANDS RESTORATION L3C LLC | $6,449 | $6,449 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $3,015 | BOYBookValueAmt |
| EOY Book Value | $3,019 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $34,330 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $34,330 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| REAL ESTATE TAXES | $172 | $0 | $0 | $172 |
| PAYROLL TAXES - EXECUTIVE DIRECTOR | $4,654 | $0 | $0 | $4,654 |
| EXCISE TAX | $10,358 | $0 | $0 | $0 |