BIOPHILIA FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BIOPHILIA FOUNDATION INC (EIN 52-2199334)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201911339349102586
- Schema version
- 2018v3.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T15:05:20-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-13 | 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 | 2019-05-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.84.173.86 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 09:13:09 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A46DA0017955889E8B9946766885D30EE56A1EFE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,316,850 | 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 | $1,274,083 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,765 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,765 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $900,805 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,002,382 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $900,805 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,296 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $17,296 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,196,949 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $905,570 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17,296 | 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 | $18,736 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $18,736 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,363 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,362 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,801 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $4,801 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $5,915 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,915 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $47 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $47 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $462,677 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,936 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,802 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $453,939 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $559,401 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,299 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,802 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $547,300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $907,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $907,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,466,961 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,299 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,802 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,454,860 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $729,988 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $896,271 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,494 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $104,050 | CashBOYAmt |
| Cash EOY | $25,311 | CashEOYAmt |
| Cash EOYFMV | $25,311 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $175,561 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,622 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,622 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $15,935 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,650 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,650 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $58,250 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $58,250 | 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 | $4,448,563 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,316,850 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,316,850 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,379 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,025 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,379 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,025 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,445,184 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,313,825 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,445,184 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,313,825 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,448,563 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,316,850 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,445,184 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $729,988 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,175,172 | SubtotalAmt |
| Other Decreases | $861,347 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,313,825 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | D | $998,798 | $101,577 | $897,221 | $897,221 |
| 1231 GAINS FROM K-1 | P | $3,584 | $3,584 | $3,584 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $900,805 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,021,346 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $313,817 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 3.254591 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $845,136 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $417,951 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.022093 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $279,493 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $606,689 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.460686 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $165,126 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $874,434 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.188838 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $201,754 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,152,836 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.175007 | DistributionYr5Rt |
| Total Distribution | 6.101215 | TotalDistributionRt |
| Average Distribution | 1.220243 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $350,868 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $428,144 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,963 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $437,107 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,454,860 | 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 | $8,963 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,963 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,963 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $369 | EsPenaltyAmt |
| Tax Due | $9,332 | 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 | $18,736 | $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 | $550,101 | 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 | $15,705 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $282,256 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $58,250 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $356,211 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $356,211 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,343 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $350,868 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,543 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,543 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,963 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,963 | TotalTaxAmt |
| Distributable Before Adj | $8,580 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,580 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,580 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,454,860 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,454,860 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,963 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,445,897 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,580 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $144,112 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $121,565 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $249,247 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $824,298 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,005,655 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,344,877 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,454,860 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,580 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,446,280 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,791,157 | 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 | $144,112 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,647,045 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $121,565 | ExcessFromYear4Amt |
| Excess From Year3 | $249,247 | ExcessFromYear3Amt |
| Excess From Year2 | $824,298 | ExcessFromYear2Amt |
| Excess From Year1 | $1,005,655 | ExcessFromYear1Amt |
| Excess From Current Year | $1,446,280 | 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 (12 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 | $640,060 |
| DBA WILDLANDS NETWORK | |||||||
| 1402 THIRD AVE SUITE 1019 | SEATTLE | WA | 98101 | N/A | PUBLIC | HABITAT/LAND CONSERVATION | $105,000 |
| SCENIC RIVERS LAND TRUST | |||||||
| PO BOX 2008 | ANNAPOLIS | MD | 21404 | N/A | PUBLIC | HABITAT/LAND CONSERVATION | $10,000 |
| WILDLIFE CORRIDORS LLC | |||||||
| PO BOX 1181 | PATAGONIA | AZ | 85624 | N/A | PUBLIC | HABITAT/LAND CONSERVATION | $10,000 |
| 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 B117 | SALT LAKE CITY | UT | 84104 | N/A | PUBLIC | HABITAT/LAND CONSERVATION | $18,000 |
| YELLOWSTONE TO UNITAS CONNECTION | |||||||
| PO BOX 280 | MENDON | UT | 84325 | N/A | PUBLIC | HABITAT/LAND CONSERVATION | $8,000 |
| WILDEARTH GUARDIANS | |||||||
| 516 ALTO STREET | SANTA FE | NM | 87501 | N/A | PUBLIC | HABITAT/LAND CONSERVATION | $5,000 |
| TOWN OF PATAGONIA | |||||||
| PO BOX 767 | PATAGONIA | AZ | 85624 | N/A | PUBLIC | HABITAT/LAND CONSERVATION | $500 |
| ACADEMY FOR SYSTEMS CHANGE | |||||||
| PO BOX 1012 | NORWICH | VT | 05055 | N/A | PUBLIC | HABITAT/LAND CONSERVATION | $25,000 |
| SKY ISLAND ALLIANCE | |||||||
| PO BOX 41165 | TUSCON | AZ | 85717 | N/A | PUBLIC | HABITAT/LAND CONSERVATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $907,560 | 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 | $2,802 | |
| BORDERLANDS RESTORATION | $14,494 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,765 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $900,805 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $908,372 | ExclusionAmt |
| Related Or Exempt Function Incm | $14,494 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $922,866 | 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 (7 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 | $1,002,875 | Yes (X) | |
| TERRY ROOT | |||||||
| 2 | 7910 KENNEDY LANE | SARASOTA | FL | 342409123 | $51,500 | Yes (X) | |
| STADLER FAMILY CHARITABLE FOUNDATION | |||||||
| 3 | 307 FREEMANS LANE | FRANKLIN LAKES | NJ | 07417 | $100,000 | Yes (X) | |
| THE SAN DIEGO FOUNDATION | |||||||
| 4 | 2508 HISTORIC DECATUR ROAD SUITE 20 | SAN DIEGO | CA | 92106 | $60,000 | Yes (X) | |
| BORDERLANDS RESTORATION NETWORK | |||||||
| 5 | PO BOX 121 1 SCHOOL STREET | PATAGONIA | AZ | 85624 | $42,000 | Yes (X) | |
| GEORGE APPELL | |||||||
| 6 | PO BOX A | PHILLIPS | ME | 04966 | $10,000 | Yes (X) | |
| WILLIAM JAMES DAVIS | |||||||
| 7 | 7910 KENNEDY LANE | SARASOTA | FL | 342409123 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 570 SH APPLE INC COMMON STOCK | $99,380 | 2018-01-09 |
| 1 | 2,835 SH BRISTOL MEYERS SQUIB CO COMMON STOCK | $175,515 | 2018-01-09 |
| 1 | 1,595 SH WAL MART STORES INC COMMON STOCK | $162,068 | 2018-01-09 |
| 1 | 275 SH 3M CO COMMON STOCK | $65,942 | 2018-01-09 |
| 1 | 1,050 SH APPLE INC COMMON STOCK | $200,109 | 2018-07-10 |
| 1 | 1,774 SH BRISTOL MEYERS SQUIB CO COMMON STOCK | $100,142 | 2018-07-10 |
| 1 | 1,151 SH ISHARES CORE S&P SMALL CAP ETF COMMON STOCK | $99,976 | 2018-07-10 |
| 1 | 736 SH VISA INC COMMON STOCK | $99,743 | 2018-07-10 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,725 | Amt |
| Net Investment Income | $3,363 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,362 | 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 | $15,650 | EOYBookValueAmt |
| EOYFMV | $15,650 | 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 | $58,250 | BookValueAmt |
| EOYFMV | $58,250 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES MARKET VALUE ADJUSTMENT | Desc |
| Amt | $861,347 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK SERVICE FEES | $25 | $25 | $0 | $0 |
| INSURANCE-GENERAL | $173 | $0 | $0 | $173 |
| INVESTMENT MGMT FEE | $2,027 | $2,027 | $0 | $0 |
| OFFICE SUPPLIES AND EXPENSE | $4,660 | $2,330 | $0 | $2,330 |
| POSTAGE AND DELIVERY | $164 | $82 | $0 | $82 |
| PRITZLAFF RANCH EXPENSES | $98,082 | $0 | $2,802 | $95,280 |
| ADVERTISING | $21,280 | $0 | $0 | $21,280 |
| TELEPHONE | $1,592 | $796 | $0 | $796 |
| MISCELLANEOUS EXPENSES | $872 | $0 | $0 | $872 |
| DEVELOPMENT RIGHTS | $332,450 | $0 | $0 | $332,450 |
| DUES AND SUBSCRIPTIONS | $1,352 | $676 | $0 | $676 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| FARMING INCOME | $2,802 | $2,802 |
| BORDERLANDS RESTORATION | $14,494 | $14,494 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $3,379 | BOYBookValueAmt |
| EOY Book Value | $3,025 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 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 |