BIOPHILIA FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BIOPHILIA FOUNDATION INC (EIN 52-2199334)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-19
- IRS object ID
- 202031409349100008
- Schema version
- 2019v5.1
- 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 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 | 2020-05-19T09:58:03-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTIAN A SLAATS CPA | PreparerPersonNm |
| PTIN | P00963303 | PTIN |
| Phone | 4144561099 | PhoneNum |
| Preparation | 2020-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $4,276,716 | 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 | $1,115,494 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $13,108 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,108 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $963,074 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $996,848 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $963,074 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $520 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $520 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,092,196 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $976,182 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $520 | 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 | $24,342 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $24,342 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,790 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,395 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,395 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,890 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,890 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $4 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $4 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,133 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $4,801 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $7,440 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,440 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,408 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,408 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $386,395 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,973 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $520 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $380,808 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $514,902 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,368 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $520 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $487,588 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $650,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $650,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,165,502 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,368 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $520 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,138,188 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $926,694 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $967,814 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,311 | CashBOYAmt |
| Cash EOY | $3,641 | CashEOYAmt |
| Cash EOYFMV | $3,641 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $64,622 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,113 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,113 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $848 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $848 | PrepaidExpensesEOYFMVAmt |
| Corporate Bonds BOY | $15,650 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $16,085 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,085 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $58,250 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $58,012 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $58,012 | 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 |
| Total Assets BOY | $4,316,850 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,276,716 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,276,716 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,025 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,015 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,025 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,015 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,313,825 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,273,701 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,313,825 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,273,701 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,316,850 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,276,716 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,313,825 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $926,694 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,240,519 | SubtotalAmt |
| Other Decreases | $966,818 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,273,701 | 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 |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $996,848 | GrossSalesPriceAmt |
| Cost Or Other Basis | $33,774 | CostOrOtherBasisAmt |
| Gain Or Loss | $963,074 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $963,074 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $963,074 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,445,897 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $350,868 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 4.120914 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,021,346 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $313,817 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 3.254591 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $845,136 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $417,951 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.022093 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $279,493 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $606,689 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.460686 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $165,126 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $874,434 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.188838 | DistributionYr5Rt |
| Total Distribution | 10.047122 | TotalDistributionRt |
| Average Distribution | 2.009424 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $422,342 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $848,664 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,678 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $858,342 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,138,188 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $9,678 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,678 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,678 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $678 | 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 |
| Org Report Or Register State | NM | 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 | $24,342 | $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 | $488,108 | 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 | $57,407 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $313,355 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $58,012 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $428,774 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $428,774 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,432 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $422,342 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,117 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,117 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,678 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,678 | TotalTaxAmt |
| Distributable Before Adj | $11,439 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,439 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,439 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,138,188 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,138,188 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,678 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,128,510 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,439 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $121,565 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $249,247 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $824,298 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,005,655 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,446,280 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,647,045 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,138,188 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,439 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,126,749 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,773,794 | 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 | $121,565 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,652,229 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $249,247 | ExcessFromYear4Amt |
| Excess From Year3 | $824,298 | ExcessFromYear3Amt |
| Excess From Year2 | $1,005,655 | ExcessFromYear2Amt |
| Excess From Year1 | $1,446,280 | ExcessFromYear1Amt |
| Excess From Current Year | $1,126,749 | 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 HABITAT NETWORK | |||||||
| PO BOX 1191 | PATAGONIA | AZ | 85624 | N/A | PUBLIC | HABITAT/LAND CONSERVATION | $400,000 |
| DBA WILDLANDS NETWORK | |||||||
| 1402 THIRD AVE SUITE 1019 | SEATTLE | WA | 98101 | N/A | PUBLIC | HABITAT/LAND CONSERVATION | $114,600 |
| THE NATURE CONSERVANCY OF COLORADO | |||||||
| 2424 SPRUCE ST | BOULDER | CO | 80302 | N/A | PUBLIC | HABITAT/LAND CONSERVATION | $30,000 |
| NATURAL HISTORY INSTITUTE | |||||||
| 126 N MARINA ST | PRESCOTT | AZ | 86301 | N/A | PUBLIC | HABITAT/LAND CONSERVATION | $1,000 |
| TIDES CENTER | |||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | N/A | PUBLIC | HABITAT/LAND CONSERVATION | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $650,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FARMING INCOME | Desc |
| Exclusion | 41 | ExclusionCd |
| Exclusion | $520 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,108 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $963,074 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $976,702 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $976,702 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| RICHARD PRITZLAFF | |||||||
| 1 | 2241 4TH STREET | BOULDER | CO | 80302 | $1,001,028 | Yes (X) | |
| THE SAN DIEGO FOUNDATION | |||||||
| 2 | 2508 HISTORIC DECATUR ROAD SUITE 20 | SAN DIEGO | CA | 92106 | $60,000 | Yes (X) | |
| WILDLIFE CORRIDORS LLC | |||||||
| 3 | PO BOX 1181 | PATAGONIA | AZ | 85624 | $50,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (9 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 6,042 SHS BRISTOL MYERS SQUIBB CO | $296,179 | 2019-01-25 |
| 1 | 295 SHS MCDONALDS CORP | $55,274 | 2019-01-25 |
| 1 | 1,400 SHS MICROSOFT CORP | $148,680 | 2019-01-25 |
| 1 | 2,180 SHS BRISTOL MYERS SQUIBB CO | $100,040 | 2019-07-08 |
| 1 | 750 SHS WALT DISNEY CO NEW | $106,838 | 2019-07-08 |
| 1 | 474 SHS MCDONALDS CORP | $100,128 | 2019-07-08 |
| 1 | 824 SHS PROCTER & GAMBLE CO | $93,236 | 2019-07-08 |
| 1 | 285 SHS VISA INC | $50,348 | 2019-07-08 |
| 1 | 427 SHS ZIMMER BIOMET HOLDINGS INC | $50,305 | 2019-07-08 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,790 | Amt |
| Net Investment Income | $3,395 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,395 | 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 | $16,085 | EOYBookValueAmt |
| EOYFMV | $16,085 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BORDERLANDS RESTORATION, L3C, LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $58,012 | BookValueAmt |
| EOYFMV | $58,012 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES MARKET VALUE ADJUSTMENT | Desc |
| Amt | $966,818 | 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 | $68 | $68 | $0 | $0 |
| INSURANCE-GENERAL | $19,760 | $0 | $0 | $19,760 |
| INVESTMENT MGMT FEE | $2,198 | $2,198 | $0 | $0 |
| OFFICE SUPPLIES AND EXPENSE | $2,327 | $1,163 | $0 | $1,164 |
| POSTAGE AND DELIVERY | $77 | $39 | $0 | $38 |
| PRITZLAFF RANCH EXPENSES | $101,746 | $0 | $520 | $101,226 |
| ADVERTISING | $33,475 | $0 | $0 | $33,475 |
| TELEPHONE | $1,634 | $817 | $0 | $817 |
| MISCELLANEOUS EXPENSES | $292 | $0 | $0 | $292 |
| BOARDERLANDS EXPENSE | $33,507 | $0 | $0 | $33,507 |
| DUES AND SUBSCRIPTIONS | $1,057 | $528 | $0 | $529 |
| DEVELOPMENT RIGHTS | $190,000 | $0 | $0 | $190,000 |
| K-1 PASSTHROUGH EXPENSE | $254 | $160 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FARMING INCOME | Desc |
| Revenue And Expenses Per Books | $520 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $520 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $3,025 | BOYBookValueAmt |
| EOY Book Value | $3,015 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $1,890 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,890 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| REAL ESTATE TAXES | $147 | $0 | $0 | $147 |
| PAYROLL TAXES - EXECUTIVE DIRECTOR | $4,654 | $0 | $0 | $4,654 |
| EXCISE TAX | $18,332 | $0 | $0 | $0 |