BODMAN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BODMAN FAMILY FOUNDATION (EIN 82-0568529)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-04
- IRS object ID
- 202413099349100606
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-04T04:09:45-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 BAGBY STREET SUITE 4500 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770022591 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820568529 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BODMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BODM | BusinessNameControlTxt |
| Phone | 9158819764 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E MAIN SUITE 1500 | AddressLine1Txt |
| City | EL PASO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PERRY BARBER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9158819764 | PhoneNum |
| Signature | 2024-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KINSEY WICK | PreparerPersonNm |
| PTIN | P01479816 | PTIN |
| Phone | 7139822000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,527,626 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,695 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,695 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $240,432 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $240,432 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $109,134 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,456,327 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $109,134 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25,852 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25,852 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $381,113 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $381,113 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,466 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,233 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,233 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,847 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,847 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,755 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $34,755 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,068 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,835 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,233 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $460,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $460,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $519,068 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,835 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $470,233 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$137,955 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $332,278 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $76,978 | CashBOYAmt |
| Cash EOY | $92,012 | CashEOYAmt |
| Cash EOYFMV | $92,012 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $780,223 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,185,839 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,185,839 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,118,510 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,256,123 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,249,775 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,975,711 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,533,974 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,527,626 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,975,711 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,533,974 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,975,711 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,533,974 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,975,711 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,533,974 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,975,711 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$137,955 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,837,756 | SubtotalAmt |
| Other Decreases | $303,782 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,533,974 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| JP MORGAN #0007 ST - C | P | 2023-12-31 | $5,912 | $5,756 | $156 | $156 |
| JP MORGAN #0007 - LT - C | P | 2023-12-31 | $18,119 | $19,588 | -$1,469 | -$1,469 |
| JP MORGAN #0007 - LT - NC | P | 2023-12-31 | $5 | $5 | $5 | |
| JP MORGAN #1008 ST - C | P | 2023-12-31 | $376,897 | $360,775 | $16,122 | $16,122 |
| JP MORGAN #1008 LT - C | P | 2023-12-31 | $838,853 | $621,372 | $217,481 | $217,481 |
| JP MORGAN #2008 ST - C | P | 2023-12-31 | $45,314 | $50,864 | -$5,550 | -$5,550 |
| JP MORGAN #2008 LT - C | P | 2023-12-31 | $90,395 | $100,678 | -$10,283 | -$10,283 |
| JP MORGAN #3003 ST - C | P | 2023-12-31 | $133,463 | $149,980 | -$16,517 | -$16,517 |
| JP MORGAN #3003 LT - C | P | 2023-12-31 | $87,208 | $82,752 | $4,456 | $4,456 |
| JP MORGAN #6007 ST - C | P | 2023-12-31 | $541,560 | $545,767 | -$4,207 | -$4,207 |
| JP MORGAN #6007 LT - C | P | 2023-12-31 | $1,114,966 | $1,230,504 | -$115,538 | -$115,538 |
| JP MORGAN #8008 LT - C | P | 2023-12-31 | $100,000 | $99,822 | $178 | $178 |
| BESSEMER ST - NR | P | 2023-12-31 | $22,686 | $23,784 | -$1,098 | -$1,098 |
| BESSEMER LT - NR | P | 2023-12-31 | $80,671 | $55,551 | $25,120 | $25,120 |
| BESSEMER CAP GAIN DISTRIBUTIONS | P | 2023-12-31 | $8 | $8 | $8 | |
| JP MORGAN #6007 CAP GAIN DIST | P | 2023-12-31 | $270 | $270 | $270 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $109,134 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,619 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,619 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,619 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,786 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,786 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,167 | OverpaymentAmt |
| Applied To ES Tax | $3,167 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | M DIANE BODMAN | IndividualWithBooksNm |
| Phone | 9158819764 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E MAIN SUITE 1500 | AddressLine1Txt |
| City | EL PASO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| M DIANE BODMAN | ||||||||
| 201 E MAIN STE 1500 | EL PASO | TX | 79901 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| PERRY BARBER | ||||||||
| 201 E MAIN STE 1500 | EL PASO | TX | 79901 | TREASURER/ASSISTANT SECRET | 0.50 | $0 | $0 | $0 |
| SARAH B GREENHILL | ||||||||
| 201 E MAIN STE 1500 | EL PASO | TX | 79901 | VICE PRESIDENT | 0.12 | $0 | $0 | $0 |
| ROBERT CULVER | ||||||||
| 201 E MAIN STE 1500 | EL PASO | TX | 79901 | DIRECTOR | 0.12 | $0 | $0 | $0 |
| JAMES R DOTY | ||||||||
| 201 E MAIN STE 1500 | EL PASO | TX | 79901 | DIRECTOR | 0.12 | $0 | $0 | $0 |
| DAVID S GALVIN | ||||||||
| 201 E MAIN STE 1500 | EL PASO | TX | 79901 | SECRETARY | 1.00 | $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 |
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 | $8,616,886 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $810,238 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,427,124 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,427,124 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $141,407 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,285,717 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $464,286 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $464,286 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,619 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $129 | IncomeTaxAmt |
| Total Tax | $4,748 | TotalTaxAmt |
| Distributable Before Adj | $459,538 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $459,538 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $459,538 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $470,233 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $470,233 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $459,538 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $455,865 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $470,233 | QualifyingDistributionsAmt |
| Applied To Year1 | $455,865 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,368 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $445,170 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | M DIANE BODMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BODMAN CHARITABLE FUND | |||||||
| 201 E MAIN STE 1500 | EL PASO | TX | 79901 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $110,000 |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 801 ROEDER ROAD SUITE 300 | SILVER SPRING | MD | 20910 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $10,000 |
| DEPELCHIN CHILDREN'S CENTER | |||||||
| 4950 MEMORIAL DRIVE | HOUSTON | TX | 77007 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $10,000 |
| EL PASOANS FIGHTING HUNGER FOOD BANK | |||||||
| 9541 PLAZA CIR | EL PASO | TX | 79927 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $10,000 |
| LOST TREE FOUNDATION | |||||||
| 8 CHURCH LN | NORTH PALM BEACH | FL | 33408 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $75,000 |
| PAN MASSACHUSETTS CHALLENGE TRUST | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $10,000 |
| PINK AGENDA | |||||||
| 75 EAST END AVENUE 17B | NEW YORK | NY | 10028 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $5,000 |
| TOWN OF GRAFTON | |||||||
| 204 MAIN STREET | GRAFTON | VT | 05146 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $5,000 |
| UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION | |||||||
| 220 ARCH ST 13TH FLOOR | BALTIMORE | MD | 21201 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $25,000 |
| WEST CHOP DAF | |||||||
| 162 IROQUOIS AVE | VINEYARD HAVEN | MA | 02568 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $50,000 |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 3401 CIVIC CENTER BOULEVARD | PHILADELPHIA | PA | 19104 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $10,000 |
| THIRD OPTION FOUNDATION | |||||||
| 11160-C1 SOUTH LAKES DRIVE 158 | RESTON | VA | 20191 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $25,000 |
| PASO DEL NORTE COMMUNITY FOUNDATION | |||||||
| 221 N KANSAS ST 1900 | EL PASO | TX | 79901 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $100,000 |
| BOYS & GIRLS CLUB OF GREENWICH | |||||||
| 4 HORSENECK LN | GREENWICH | CT | 06830 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $5,000 |
| MYOTONIC DYSTROPHY FOUNDATION | |||||||
| 663 THIRTEENTH STREET SUITE 100 | OAKLAND | CA | 94612 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $5,000 |
| HARVARD KENNEDY SCHOOL | |||||||
| 79 JOHN F KENNEDY ST | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $460,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,695 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $240,432 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $109,134 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| NET INCOME FROM PARTNERSHIP INTEREST | 14 | $25,418 |
| JMP #8008 | 14 | $434 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $381,113 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $381,113 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION FEES | $10,916 | $5,458 | $5,458 |
| BOOKKEEPING | $9,550 | $4,775 | $4,775 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BESSEMER ACCT. | $1,432,358 | $2,731,818 |
| JP MORGAN #8008 | $299,906 | $1,108,825 |
| JP MORGAN #1008 | $1,033,475 | $1,655,951 |
| JP MORGAN #0007 | $157,515 | $174,620 |
| JP MORGAN #3003 | $680,089 | $850,800 |
| JP MORGAN #2008 | $365,194 | $513,777 |
| JP MORGAN #6007 | $287,586 | $1,213,984 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $303,782 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $34,755 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $34,755 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NET INCOME FROM PARTNERSHIP INTEREST | $25,418 | $25,418 | $25,418 |
| JMP #8008 | $434 | $434 | $434 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,847 | $2,847 | $0 |
| 2022 EXCISE TAX | $1,000 | $1,000 | $0 |
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