BODMAN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BODMAN FAMILY FOUNDATION (EIN 82-0568529)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202313119349100001
- Schema version
- 2022v5.0
- 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
- 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 | 2023-11-07T00:30:51-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PERRY | PersonFirstNm |
| Person Last | BARBER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RINDA CORBIN | PreparerPersonNm |
| PTIN | P00747421 | PTIN |
| Phone | 7139822000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,776,548 | 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 | $1,913 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,913 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $214,254 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $214,254 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$42,497 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,452,772 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $32,855 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $32,855 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $206,525 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $249,022 | 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 | $18,320 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,160 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,160 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,037 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,037 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,690 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,690 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $53,047 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,887 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,160 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $480,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $480,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $533,047 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,887 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $489,160 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$326,522 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $205,135 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,185 | CashBOYAmt |
| Cash EOY | $76,978 | CashEOYAmt |
| Cash EOYFMV | $76,978 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,244,636 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $780,223 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $780,223 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,490,993 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,118,510 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,919,347 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,744,814 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,975,711 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,776,548 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,744,814 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,975,711 | 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 | $7,744,814 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,975,711 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,744,814 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,975,711 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,744,814 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$326,522 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,418,292 | SubtotalAmt |
| Other Decreases | $1,442,581 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,975,711 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| JP MORGAN #0007 ST | P | 2022-12-31 | $173,964 | $205,555 | -$31,591 | -$31,591 |
| JP MORGAN #1008 ST | P | 2022-12-31 | $148,721 | $174,394 | -$25,673 | -$25,673 |
| JP MORGAN #1008 LT | P | 2022-12-31 | $434,673 | $325,987 | $108,686 | $108,686 |
| JP MORGAN #1008 CAP GAIN DISTR | P | 2022-12-31 | $446 | $446 | $446 | |
| JP MORGAN #2008 ST | P | 2022-12-31 | $97,189 | $132,443 | -$35,254 | -$35,254 |
| JP MORGAN #2008 LT | P | 2022-12-31 | $38,967 | $67,779 | -$28,812 | -$28,812 |
| JP MORGAN #3003 ST | P | 2022-12-31 | $166,130 | $182,928 | -$16,798 | -$16,798 |
| JP MORGAN #3003 LT | P | 2022-12-31 | $37,711 | $38,676 | -$965 | -$965 |
| JP MORGAN #6007 ST | P | 2022-12-31 | $620,264 | $660,408 | -$40,144 | -$40,144 |
| JP MORGAN #6007 LT | P | 2022-12-31 | $489,017 | $484,443 | $4,574 | $4,574 |
| JP MORGAN #6007 CAP GAIN DIST | P | 2022-12-31 | $2,257 | $2,257 | $2,257 | |
| JP MORGAN #8008 LT | P | 2022-12-31 | $75,000 | $75,006 | -$6 | -$6 |
| BESSEMER ST | P | 2022-12-31 | $23,561 | $26,456 | -$2,895 | -$2,895 |
| BESSEMER LT - NR | P | 2022-12-31 | $110,518 | $80,080 | $30,438 | $30,438 |
| BESSEMER CAP GAIN DISTRIBUTIONS | P | 2022-12-31 | $2 | $2 | $2 | |
| JP MORGAN #0007 - LT | P | 2022-12-31 | $34,341 | $41,114 | -$6,773 | -$6,773 |
| JP MORGAN #0007 - LT | P | 2022-12-31 | $11 | $11 | $11 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$42,497 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,851 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,851 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,851 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,637 | 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 | $10,637 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,786 | OverpaymentAmt |
| Applied To ES Tax | $7,786 | 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 | $8,674,974 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $828,552 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,503,526 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,503,526 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $142,553 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,360,973 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $468,049 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $468,049 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,851 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $85 | IncomeTaxAmt |
| Total Tax | $2,936 | TotalTaxAmt |
| Distributable Before Adj | $465,113 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $465,113 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $465,113 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $489,160 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $489,160 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $465,113 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $479,912 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $489,160 | QualifyingDistributionsAmt |
| Applied To Year1 | $479,912 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,248 | 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 | $455,865 | 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 | $55,000 |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 801 ROEDER ROAD SUITE 300 | SILVER SPRING | MD | 20910 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $50,000 |
| DEPELCHIN CHILDREN'S CENTER | |||||||
| 4950 MEMORIAL DRIVE | HOUSTON | TX | 77007 | 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 | $50,000 |
| MARTHA'S VINEYARD MUSEUM | |||||||
| 151 LAGOON POND ROAD | VINEYARD HAVEN | MA | 02568 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $50,000 |
| PAN MASSACHUSETTS CHALLENGE TRUST | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $5,000 |
| PINK AGENDA | |||||||
| 75 EAST END AVENUE 17B | NEW YORK | NY | 10028 | 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 | $50,000 |
| WEST CHOP DAF | |||||||
| 162 IROQUOIS AVE | VINEYARD HAVEN | MA | 02568 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $50,000 |
| DESTROYER ESCORT HISTORICAL MUSEUM | |||||||
| PO BOX 1926 | ALBANY | NY | 122011926 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $25,000 |
| OFFICE OF INSTITUTIONAL ADVANCEMENT ALBANY LAW SCHOOL | |||||||
| 80 NEW SCOTLAND AVENUE | ALBANY | NY | 12208 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $50,000 |
| LOST TREE FOUNDATION | |||||||
| 8 CHURCH LN | NORTH PALM BEACH | FL | 33408 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $25,000 |
| EL PASOANS FIGHTING HUNGER FOOD BANK | |||||||
| 9541 PLAZA CIR | EL PASO | TX | 79927 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $15,000 |
| VINEYARD HAVEN PUBLIC LIBRARY BUILDING FUND INC | |||||||
| PO BOX 4961 | VINEYARD HAVEN | MA | 02568 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $25,000 |
| TOWN OF GRAFTON | |||||||
| 204 MAIN STREET | GRAFTON | VT | 05146 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $5,000 |
| BODMAN CHARITABLE FUND | |||||||
| 201 E MAIN STE 1500 | EL PASO | TX | 79901 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $480,000 | 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 | $1,913 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $214,254 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$42,497 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INCOME FROM PARTNERSHIP INTEREST | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,855 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $206,525 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $206,525 | 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 | $10,420 | $5,210 | $5,210 |
| BOOKKEEPING | $7,900 | $3,950 | $3,950 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BESSEMER ACCT. | $1,409,209 | $2,551,299 |
| JP MORGAN #8008 | $437,842 | $393,101 |
| JP MORGAN #1008 | $1,585,060 | $1,999,426 |
| JP MORGAN #0007 | $105,046 | $102,648 |
| JP MORGAN #3003 | $676,602 | $752,297 |
| JP MORGAN #2008 | $384,662 | $313,089 |
| JP MORGAN #6007 | $520,089 | $1,807,487 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $1,442,581 | 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 | $30,690 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30,690 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INCOME FROM PARTNERSHIP INTEREST | Desc |
| Revenue And Expenses Per Books | $32,855 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $32,855 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $32,855 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $4,037 | Amt |
| Net Investment Income | $4,037 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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