BIOPHILIA FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BIOPHILIA FOUNDATION INC (EIN 52-2199334)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201731359349103728
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T14:37:58-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 532141498 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | PO BOX 1753 | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD G PRITZLAFF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4108225100 | PhoneNum |
| Signature | 2017-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTIAN A SLAATS | PreparerPersonNm |
| PTIN | P00963303 | PTIN |
| Phone | 4144561099 | PhoneNum |
| Preparation | 2017-05-09 | 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 | 2017-05-09 | IPDt |
| IP Tm | 13:35:31 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 83BC692F53F22CEECE5EB50D3B434D57888C4190 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 48B044DBFC86900DAE3606D1B048A4B7AC20EEA4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,753,373 | 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 | $936,433 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,320 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,913 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,203 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,486,607 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,203 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $944,956 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,116 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | 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 | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $41,243 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $41,243 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,654 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,654 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $900 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $450 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $450 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,945 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,473 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,474 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $235 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $147 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $20,328 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $20,328 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $498 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $498 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $140,393 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,185 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $137,208 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $208,196 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,108 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $203,002 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $642,164 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $642,164 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $850,360 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,108 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $845,166 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $94,596 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,008 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,782 | CashBOYAmt |
| Cash EOY | $66,582 | CashEOYAmt |
| Cash EOYFMV | $66,582 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $70,830 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $335,638 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $335,638 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $160,047 | USGovernmentObligationsBOYAmt |
| Corporate Bonds BOY | $270,268 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $198,136 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $198,136 | CorporateBondsEOYFMVAmt |
| 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 | $4,656,944 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,753,373 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,753,373 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,218 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,273 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,218 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,273 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,654,726 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,751,100 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,654,726 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,751,100 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,656,944 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,753,373 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,654,726 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $94,596 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,778 | OtherIncreasesAmt |
| Subtotal | $4,751,100 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,751,100 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BMO ULTRA SHORT TAX-FREE FUND CL I | 2015-12-09 | 2016-04-28 | $148 | $148 | $0 | $0 |
| EXXON MOBIL CORP COMMON STOCK | 2016-09-21 | 2016-11-23 | $8,659 | $8,528 | $131 | $131 |
| FEDERATED ULTRA SHORT FD-INS | 2016-06-07 | 2016-09-08 | $130,308 | $130,022 | $286 | $286 |
| BMO ULTRA SHORT TAX-FREE FUND CL I | 2016-04-21 | $52,500 | $52,614 | -$114 | -$114 | |
| BMO ULTRA SHORT TAX-FREE FUND CL I | 2016-04-28 | $107,400 | $107,613 | -$213 | -$213 | |
| FEDERATED ULTRA SHORT FD-INS | 2014-09-05 | 2016-04-21 | $2,500 | $2,525 | -$25 | -$25 |
| FEDERATED ULTRA SHORT FD-INS | 2014-09-05 | 2016-04-21 | $50,000 | $50,000 | $0 | $0 |
| FEDERATED ULTRA SHORT FD-INS | 2014-09-05 | 2016-06-23 | $20,000 | $20,000 | $0 | $0 |
| FEDERATED ULTRA SHORT FD-INS | 2016-08-03 | $6,992 | $7,046 | -$54 | -$54 | |
| FEDERATED ULTRA SHORT FD-INS | 2016-08-24 | $50,000 | $50,323 | -$323 | -$323 | |
| FEDERATED ULTRA SHORT FD-INS | 2014-08-20 | 2016-09-08 | $14,702 | $14,783 | -$81 | -$81 |
| VANGUARD FIXED INCOME SECS FD SHORT TERM CORP ADMIRAL SHS | 2016-05-24 | $198,883 | $198,883 | $0 | $0 | |
| BRISTOL-MYERS SQUIBB COMPANY COMMON STOCK | 1975-01-01 | 2016-11-23 | $244,532 | $246,792 | -$2,260 | -$2,260 |
| EXXON MOBIL CORP COMMON STOCK | 1949-07-06 | 2016-05-25 | $337,398 | $335,738 | $1,660 | $1,660 |
| INTEL CORPORATION COMMON STOCK | 1996-03-05 | 2016-11-23 | $247,670 | $245,349 | $2,321 | $2,321 |
| MCDONALDS CORPORATION COMMON STOCK | 1989-08-16 | 2016-05-18 | $14,915 | $15,040 | -$125 | -$125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,203 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $279,493 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $606,689 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.460686 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $165,126 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $874,434 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.188838 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $201,754 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,152,836 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.175007 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $379,568 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $416,745 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.910792 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $611,211 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $281,840 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.168645 | DistributionYr5Rt |
| Total Distribution | 3.903968 | TotalDistributionRt |
| Average Distribution | 0.780794 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $417,951 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $326,334 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $30 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $326,364 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $845,166 | 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 | $30 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $30 | 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 | Yes (1) | 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 | 46 PENNSYLVANIA AVE | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 | ||||||||
| 1877 BROADWAY SUITE 100 | BOULDER | CO | 80302 | PRESIDENT/DIRECTOR | 6.00 | $0 | $0 | $0 |
| JOHN GERBER | ||||||||
| 216 PEAR TREE FARM LANE | QUEENSTOWN | MD | 21658 | TREASURER/DIRECTOR | 2.00 | $0 | $0 | $0 |
| CHRISTOPHER B PUPKE | ||||||||
| 1016 BURRISVILLE RD | CENTREVILLE | MD | 21617 | EXECUTIVE DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LAND CONSERVATION AND WILDLIFE HABITAT RESTORATION AND CONSERVATION | Description1Txt |
| Expenses1 | $203,002 | 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 | $302,464 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $121,852 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $424,316 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $424,316 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,365 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $417,951 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,898 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,898 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30 | TotalTaxAmt |
| Distributable Before Adj | $20,868 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,868 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,868 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $845,166 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $845,166 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $30 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $845,136 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,868 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $597,119 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $358,731 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $144,112 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $121,565 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $249,247 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,470,774 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $845,166 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,868 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $824,298 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,295,072 | 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 | $597,119 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,697,953 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $358,731 | ExcessFromYear4Amt |
| Excess From Year3 | $144,112 | ExcessFromYear3Amt |
| Excess From Year2 | $121,565 | ExcessFromYear2Amt |
| Excess From Year1 | $249,247 | ExcessFromYear1Amt |
| Excess From Current Year | $824,298 | 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 (7 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 | $290,000 |
| BORDERLANDS RESTORATION L3C | |||||||
| PO BOX 1191 | PATAGONIA | AZ | 85624 | N/A | NC | HABITAT/LAND CONSERVATION | $50,000 |
| GLOBAL GREEN | |||||||
| 1617 BROADWAY 2ND FLOOR | SANTA MONICA | CA | 90404 | N/A | PUBLIC | HABITAT/LAND CONSERVATION | $40,000 |
| THE NATURE CONSERVATORY OF COLORADO | |||||||
| 2424 SPRUCE STREET | BOULDER | CO | 80302 | N/A | PUBLIC | HABITAT/LAND CONSERVATION | $30,000 |
| DBA WILDLANDS NETWORK | |||||||
| 1402 THIRD AVE SUITE 1019 | SEATTLE | WA | 98101 | N/A | PUBLIC | HABITAT/LAND CONSERVATION | $100,000 |
| WILDLIFE CORRIDORS LLC | |||||||
| PO BOX 1181 | PATAGONIA | AZ | 85624 | N/A | NC | HABITAT/LAND CONSERVATION | $57,164 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $642,164 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,320 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,203 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,523 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,523 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| V DOUGLAS AND BARBARA PIERCE | |||||||
| 1 | 5761 S ELM ST | GREENWOOD | CO | 80121 | $15,040 | Yes (X) | |
| RICHARD PRITZLAFF | |||||||
| 2 | 1877 BROADWAY SUITE 100 | BOULDER | CO | 80302 | $836,407 | Yes (X) | |
| WILDLIFE CORRIDORS LLC | |||||||
| 3 | PO BOX 1181 | PATAGONIA | AZ | 85624 | $24,200 | Yes (X) | |
| THOMAS SISK | |||||||
| 4 | PO BOX 12243 | FLAGSTAFF | AZ | 86011 | $5,000 | Yes (X) | |
| TERRY ROOT | |||||||
| 5 | 7910 KENNEDY LANE | SARASOTA | FL | 342409123 | $50,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 118 SH MCDONALDS CORPORATION COMMON STOCK | $15,040 | 2016-04-26 |
| 2 | 3,750 SH EXXON MOBIL CORPORATION COMMON STOCK | $335,738 | 2016-05-18 |
| 2 | 4,348 SH BRISTOL MYERS SQUIBB CO100 SH EXXON MOBIL CORP7,020 SH INTEL CORP | $500,669 | 2016-11-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,945 | Amt |
| Net Investment Income | $1,473 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,474 | 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 | $198,136 | EOYBookValueAmt |
| EOYFMV | $198,136 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $900 | LegalFeesAmt |
| Net Investment Income | $450 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $450 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK SERVICE CHARGES | $62 | $62 | $0 | $0 |
| INSURANCE-GENERAL | $11,960 | $0 | $0 | $11,960 |
| INVESTMENT MGMT FEE | $2,120 | $2,120 | $0 | $0 |
| OFFICE SUPPLIES AND EXPENSE | $1,477 | $738 | $0 | $739 |
| POSTAGE AND DELIVERY | $130 | $65 | $0 | $65 |
| PRITZLAFF RANCH EXPENSES | $89,479 | $0 | $0 | $89,479 |
| NATURE'S LESSONS PROGRAM | $7,868 | $0 | $0 | $7,868 |
| MISCELLANEOUS EXPENSES | $10,410 | $0 | $0 | $10,410 |
| DEVELOPMENT RIGHTS | $16,487 | $0 | $0 | $16,487 |
| DUES AND SUBSCRIPTIONS | $400 | $200 | $0 | $200 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES MARKET VALUE ADJUSTMENT | Desc |
| Amt | $1,778 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $2,218 | BOYBookValueAmt |
| EOY Book Value | $2,273 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD PRITZLAFF | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1877 BROADWAY SUITE 100 | AddressLine1Txt |
| City | BOULDER CO | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80302 | ZIPCd |
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 |
| EXCISE TAX | $88 | $0 | $0 | $0 |