MPALA WILDLIFE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MPALA WILDLIFE FOUNDATION INC (EIN 52-1656147)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-09
- IRS object ID
- 201703139349100005
- Schema version
- 2016v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-09T08:11:36-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 4102447507 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 137 | AddressLine1Txt |
| City | RIDERWOOD | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21139 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY K GONYA | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 4102447507 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES F WEEKS | PreparerPersonNm |
| PTIN | P00045916 | PTIN |
| Phone | 6095201188 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.224.76.26 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220173135000009 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-09 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EFB3F90CD62757DA7B098748B029987CE34337C5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D1A85E72F11DAAFAB7E7F2B7331347C0669549EA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,207,903 | 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 | $239,675 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $12 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $95,923 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,872 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $91,872 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,664 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,705,015 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,664 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $395,274 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $151,548 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $91,884 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $20,037 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $20,037 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,279 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,173 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,106 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $543 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $459 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $39,770 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $5,041 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,041 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,985 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,956 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $136,355 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,011 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,490 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,337 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,337 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $206,692 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,011 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $120,827 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $188,582 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,537 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $91,884 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $242,180 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $274,013 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $274,013 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,127,251 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,052,702 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,296,875 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,613,323 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,571,072 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,696,735 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,551,012 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $119,310 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,471,472 | LandBOYAmt |
| Land EOY | $1,431,702 | LandEOYAmt |
| Land EOYFMV | $1,431,702 | LandEOYFMVAmt |
| Other Assets BOY | $5,313,578 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,508,578 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,508,578 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,767,804 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,838,067 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,207,903 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $11,767,804 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,838,067 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,767,804 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,838,067 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,767,804 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,838,067 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,767,804 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $188,582 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,956,386 | SubtotalAmt |
| Other Decreases | $118,319 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,838,067 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED | P | $61,611 | $57,738 | $3,873 | $3,873 |
| SEE ATTACHED | P | $372,453 | $366,130 | $6,323 | $6,323 |
| SEE ATTACHED | P | $938,171 | $939,343 | -$1,172 | -$1,172 |
| SEE ATTACHED | P | $254,031 | $282,140 | -$28,109 | -$28,109 |
| CAPITAL GAIN DIVIDENDS | P | $78,749 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,664 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $426,909 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,430,909 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.078607 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $478,668 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,177,694 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.092448 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $525,636 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,953,276 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.106119 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $612,893 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,525,658 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.135426 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $427,931 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,464,004 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.095863 | DistributionYr5Rt |
| Total Distribution | 0.508463 | TotalDistributionRt |
| Average Distribution | 0.101693 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,078,421 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $516,440 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,055 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $517,495 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $315,827 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,111 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,111 | SubtotalAmt |
| Tax Based On Investment Income | $2,111 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,170 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,170 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,059 | OverpaymentAmt |
| Applied To ES Tax | $3,059 | 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 (6 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 | ||||||||
| PO BOX 137 | RIDERWOOD | MD | 21139 | CHAIRMAN | 2.0 | $0 | $0 | $0 |
| JEFFREY K GONYA | ||||||||
| PO BOX 137 | RIDERWOOD | MD | 21139 | SECRETARY/TREASURER | 2.0 | $0 | $0 | $0 |
| WILLIAM WALTON | ||||||||
| PO BOX 137 | RIDERWOOD | MD | 21139 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| LAUREL HARVEY | ||||||||
| PO BOX 137 | RIDERWOOD | MD | 21139 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| IRA RUBINOFF | ||||||||
| PO BOX 137 | RIDERWOOD | MD | 21139 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| JOHN WREFORD-SMITH | ||||||||
| PO BOX 137 | RIDERWOOD | MD | 21139 | 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 | $120,827 | 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 | $195,000 | Expenses1Amt |
| Total | $195,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,897,660 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $258,097 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,155,757 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,155,757 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,336 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,078,421 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $253,921 | 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 | $120,827 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $195,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $315,827 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $315,827 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $426,909 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $426,909 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $315,827 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $315,827 | RemainingDistriFromCorpusAmt |
| Total Corpus | $742,736 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $742,736 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $426,909 | ExcessFromYear1Amt |
| Excess From Current Year | $315,827 | 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 | $91,884 | CurrentYearAmt |
| Year1 | $228,510 | Year1Amt |
| Year2 | $238,997 | Year2Amt |
| Year3 | $247,664 | Year3Amt |
| Total | $807,055 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $78,101 | CurrentYearAmt |
| Year1 | $194,234 | Year1Amt |
| Year2 | $203,147 | Year2Amt |
| Year3 | $210,514 | Year3Amt |
| Total | $685,996 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $315,827 | CurrentYearAmt |
| Year1 | $426,909 | Year1Amt |
| Year2 | $478,668 | Year2Amt |
| Year3 | $525,636 | Year3Amt |
| Total | $1,747,040 | 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 | $315,827 | CurrentYearAmt |
| Year1 | $426,909 | Year1Amt |
| Year2 | $478,668 | Year2Amt |
| Year3 | $525,636 | Year3Amt |
| Total | $1,747,040 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,207,903 | CurrentYearAmt |
| Year1 | $11,828,940 | Year1Amt |
| Year2 | $11,849,545 | Year2Amt |
| Year3 | $11,656,121 | Year3Amt |
| Total | $47,542,509 | 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) |
|---|---|---|
| Year1 | $155,909 | Year1Amt |
| Year2 | $172,591 | Year2Amt |
| Year3 | $165,109 | Year3Amt |
| Total | $493,609 | 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 | DONALD C GRAHAM | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MPALA MOBILE CLINIC | ||||||
| PO BOX 92 | NANYUKI | KE | NONE | PC | OPERATING EXPENSES FOR MPALA CLINIC AND EDUCATION | $20,000 |
| MPALA RESEARCH CENTRE | ||||||
| PO BOX 555 | NANYUKI | KE | NONE | BULDING & OPERATING EXPENSES FOR MPALA RESEARCH CENTER | $50,337 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,337 | 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 | $12 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,923 | 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 | $59,664 | 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 | $155,599 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $155,599 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DONALD GRAHAM | ||||||
| 1 | 1420 SIXTH AVENUE | YORK | PA | 17403 | $155,000 | Yes (X) |
| DENNIS KELLER | ||||||
| 2 | 1156 35TH STREET | OAK BROOK | IL | 60523 | $32,000 | Yes (X) |
| BILL AND DORI WALTON | ||||||
| 3 | 1 Independent DrIVE SUIte 1600 | Jacksonville | FL | 32202 | $27,500 | Yes (X) |
| DIRECT PUBLIC SUPPORT 5000 EACH | ||||||
| 4 | PO BOX 137 | RIDERWOOD | MD | 21139 | $25,175 | Yes (X) |
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 | $1,551,102 | $79,540 | M39 | $39,770 |
| 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 | $3,052,702 | EOYBookValueAmt |
| EOYFMV | $3,296,875 | 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 | $1,571,072 | BookValueAmt |
| EOYFMV | $1,696,735 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $1,551,102 | $119,310 | $1,431,792 |
| LAND | $320,629 | $320,629 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MPALA RANCH, LTD | Desc |
| BOY Book Value | $5,313,578 | BOYBookValueAmt |
| EOY Book Value | $5,508,578 | EOYBookValueAmt |
| EOYFMV | $5,508,578 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS & LOSSES | Desc |
| Amt | $118,319 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| INSURANCE | $13,347 | $13,347 | |
| BANK FEES | $200 | $200 | |
| POSTAGE & DELIVERY | $357 | $357 | |
| INVESTMENT EXPENSES | $29 | $29 | |
| OFFICE EXPENSES | $52 | $52 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $39,173 | $39,173 | |
| PROFESSIONAL FEES | $5,106 | $5,106 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $84 | |
| FOREIGN TAXES | $459 | $459 |
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