MPALA WILDLIFE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MPALA WILDLIFE FOUNDATION INC (EIN 52-1656147)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349106885
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T14:37:49-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUM SMITH BROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 506 CARNEGIE CENTER STE 400 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 085406243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521656147 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mpala Wildlife Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JEFFREY K GONYA | InCareOfNm |
| Business Name Control | MPAL | BusinessNameControlTxt |
| Phone | 6092588003 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O Princeton Univ 219 Nassau Hall | AddressLine1Txt |
| City | Princeton | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08544 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeffrey K Gonya | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 4102447507 | PhoneNum |
| Signature | 2021-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jeffrey K | PersonFirstNm |
| Person Last | Gonya | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES F WEEKS | PreparerPersonNm |
| PTIN | P00045916 | PTIN |
| Phone | 6095201188 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,262,373 | 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 | $131,950 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $47 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $47 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $138,006 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $137,874 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $137,874 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $172,562 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $209,416 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $172,562 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $442,565 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $310,483 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $137,921 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $1,395 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,395 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,185 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,093 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,092 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,819 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,819 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,861 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,661 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $39,768 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12,942 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,920 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $99,970 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,595 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,407 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $129,970 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,595 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,407 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $312,595 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $270,888 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $137,921 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $164,348 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $68,122 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $68,122 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,055,009 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,242,991 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,440,743 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,108,133 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,214,254 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,337,258 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,551,012 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $278,384 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,312,396 | LandBOYAmt |
| Land EOY | $1,272,628 | LandEOYAmt |
| Land EOYFMV | $1,272,628 | LandEOYFMVAmt |
| Other Assets BOY | $5,986,228 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,143,622 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,143,622 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,626,114 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,941,617 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,262,373 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,626,114 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,941,617 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,626,114 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,941,617 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,626,114 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,941,617 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,626,114 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $312,595 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,908 | OtherIncreasesAmt |
| Subtotal | $12,941,617 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,941,617 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED RBC STTEMENT | P | 2020-01-01 | 2020-12-31 | $17,620 | $22,228 | -$4,608 | -$4,608 |
| SEE ATTACHED RBC STATEMENT | P | 2019-01-01 | 2020-12-31 | $109,866 | $108,251 | $1,615 | $1,615 |
| SEE ATTACHED RBC STATEMENT | P | 2019-01-01 | 2020-12-30 | $81,930 | $48,545 | $33,385 | $33,385 |
| CAPITAL GAIN DIVIDENDS | P | $142,170 | |||||
| CAPITAL GAIN DIVIDENDS | P | $142,170 | |||||
| CAPITAL GAIN DIVIDENDS | P | $142,170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $172,562 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,608 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,765 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,765 | SubtotalAmt |
| Tax Based On Investment Income | $3,765 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,761 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,900 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,661 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,896 | OverpaymentAmt |
| Applied To ES Tax | $3,896 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MPALA.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY K GONYA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4102447507 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 137 | AddressLine1Txt |
| City | RIDERWOOD | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21139 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| DENNIS KELLER | ||||||||
| C/O Princeton Univ 219 Nassau Hall | Princeton | NJ | 08544 | CHAIRMAN | 2.0 | $0 | $0 | $0 |
| JEFFREY K GONYA | ||||||||
| C/O Princeton Univ 219 Nassau Hall | Princeton | NJ | 08544 | SECRETARY/TREASURER | 2.0 | $0 | $0 | $0 |
| WILLIAM WALTON | ||||||||
| C/O Princeton Univ 219 Nassau Hall | Princeton | NJ | 08544 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| LAUREL HARVEY | ||||||||
| C/O Princeton Univ 219 Nassau Hall | Princeton | NJ | 08544 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| IRA RUBINOFF | ||||||||
| C/O Princeton Univ 219 Nassau Hall | Princeton | NJ | 08544 | TRUSTEE | 2.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION SUPPORTS THE MPALA PROPERTIES IN LAIKIPIA, KENYA, INCLUDING A WILDLIFE CONSERVANCY, A PRIMARY SCHOOL FOR EMPLOYEES' CHILDREN AND A COMMUNITY OUTREACH PROGRAM. | Description1Txt |
| Expenses1 | $49,407 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | INVESTMENT IN MPALA RANCH, LTD - A WILDLIFE-FRIENDLY RANCH WHICH IS DEDICATED TO CONSERVATION OF THE LAND, THE PEOPLE, THE WILDLIFE AND NATURAL RESOURCES OF LAIKIPIA AND KENYA. | Description1Txt |
| Expenses1 | $157,394 | Expenses1Amt |
| Total | $157,394 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,064,925 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $116,234 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,181,159 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,181,159 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $92,717 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,088,442 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $304,422 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,407 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $157,394 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $206,801 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $206,801 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $426,909 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $315,827 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $266,391 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $281,343 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $282,741 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,573,211 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $206,801 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $206,801 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,780,012 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $426,909 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,353,103 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $315,827 | ExcessFromYear4Amt |
| Excess From Year3 | $266,391 | ExcessFromYear3Amt |
| Excess From Year2 | $281,343 | ExcessFromYear2Amt |
| Excess From Year1 | $282,741 | ExcessFromYear1Amt |
| Excess From Current Year | $206,801 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1990-10-30 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $137,921 | CurrentYearAmt |
| Year1 | $122,838 | Year1Amt |
| Year2 | $126,419 | Year2Amt |
| Year3 | $106,999 | Year3Amt |
| Total | $494,177 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $117,233 | CurrentYearAmt |
| Year1 | $104,412 | Year1Amt |
| Year2 | $107,456 | Year2Amt |
| Year3 | $90,949 | Year3Amt |
| Total | $420,050 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $206,801 | CurrentYearAmt |
| Year1 | $282,741 | Year1Amt |
| Year2 | $281,343 | Year2Amt |
| Year3 | $266,391 | Year3Amt |
| Total | $1,037,276 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distri Not Used Drt | QualifyingDistriNotUsedDrtGrp |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $206,801 | CurrentYearAmt |
| Year1 | $282,741 | Year1Amt |
| Year2 | $281,343 | Year2Amt |
| Year3 | $266,391 | Year3Amt |
| Total | $1,037,276 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $14,262,373 | CurrentYearAmt |
| Year1 | $13,464,892 | Year1Amt |
| Year2 | $12,492,828 | Year2Amt |
| Year3 | $12,856,578 | Year3Amt |
| Total | $53,076,671 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $202,948 | CurrentYearAmt |
| Year1 | $200,208 | Year1Amt |
| Year2 | $197,341 | Year2Amt |
| Year3 | $193,035 | Year3Amt |
| Total | $793,532 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DENNIS KELLER | ContributingManagerNm |
| Contributing Manager | WILLIAM WALTON III | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MPALA RESEARCH CENTRE | BusinessNameLine1Txt |
Recipient Foreign Address RecipientForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 555 | AddressLine1Txt |
| City | NANYUKI | CityNm |
| Country | KE | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | NC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | BULDING & OPERATING EXPENSES FOR MPALA RESEARCH CENTER | GrantOrContributionPurposeTxt |
| Amt | $30,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,006 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $172,562 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $310,615 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $310,615 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DIRECT PUBLIC SUPPORT 5000 EACH | ||||||
| 1 | C/O Princeton Univ 322 Nassau Hall | Princeton | NJ | 08544 | $19,556 | Yes (X) |
| Princeton University | ||||||
| 2 | po box 430 | PRinceton | NJ | 085441019 | $112,394 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,185 | Amt |
| Net Investment Income | $5,093 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,092 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| BUILDING | 2012-01-01 | $1,551,012 | $238,616 | M39 | $39,768 |
| LAND | 2011-12-31 | $320,629 | L |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RBC CAPITAL MARKETS LLC | StockNm |
| EOY Book Value | $3,242,991 | EOYBookValueAmt |
| EOYFMV | $4,440,743 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RBC CAPITAL MARKETS LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,214,254 | BookValueAmt |
| EOYFMV | $2,337,258 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $1,551,012 | $278,384 | $1,272,628 |
| LAND | $320,629 | $320,629 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,395 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,395 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MPALA RANCH, LTD | Desc |
| BOY Book Value | $5,986,228 | BOYBookValueAmt |
| EOY Book Value | $6,143,622 | EOYBookValueAmt |
| EOYFMV | $6,143,622 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| INSURANCE | $12,252 | $12,252 | |
| BANK FEES | $120 | $120 | |
| POSTAGE & DELIVERY | $106 | $106 | |
| INVESTMENT EXPENSES | $22 | $22 | |
| REGISTRATION FEES | $442 | $442 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES & TIMIMG DIFF | Desc |
| Amt | $2,908 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $32,819 | Amt |
| Net Investment Income | $32,819 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $1,661 | $1,661 |
| EXCISE TAX | $1,200 |
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