BRODOVICZ FUND: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: BRODOVICZ FUND (EIN 83-1226900)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-05-16
IRS object ID: 202201369349100605
Schema version: 2021v4.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Investments Corp Stock Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-16T05:45:34-05:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	251821312	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KELLER FINANCIAL GROUP INC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3815 MARKET STREET	AddressLine1Txt
City	CAMP HILL	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	170114328	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	831226900	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE BRODOVICZ FUND	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BROD	BusinessNameControlTxt
Phone	7177961529	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	318 W MEADOW DR	AddressLine1Txt
City	MECHANICSBURG	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17055	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BEN J BRODOVICZ JR	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	7177961529	PhoneNum
Signature	2022-05-13	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	BEN	PersonFirstNm
Person Last	BRODOVICZ	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JEREMY PEACHEY CPA	PreparerPersonNm
PTIN	P00333720	PTIN
Phone	7175160700	PhoneNum
Preparation	2022-05-12	PreparationDt

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$320,586	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	$58,009	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$3,117	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$3,117	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$3,117	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,948	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$14,995	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,948	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$63,074	TotalRevAndExpnssAmt
Total Net Invst Incm	$5,065	TotalNetInvstIncmAmt
Total Adj Net Incm	$3,117	TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss	$1,582	OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss	$29	TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$1,611	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$16,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$16,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$17,611	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$16,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$45,463	ExcessRevenueOverExpensesAmt
Net Investment Income	$5,065	NetInvestmentIncomeAmt
Adjusted Net Income	$3,117	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$1,752	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$2,253	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$2,253	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$165,718	CorporateStockBOYAmt
Corporate Stock EOY	$210,680	CorporateStockEOYAmt
Corporate Stock EOYFMV	$318,333	CorporateStockEOYFMVAmt
Total Assets BOY	$167,470	TotalAssetsBOYAmt
Total Assets EOY	$212,933	TotalAssetsEOYAmt
Total Assets EOYFMV	$320,586	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$167,470	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$212,933	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$167,470	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$212,933	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$167,470	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$212,933	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$167,470	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$45,463	ExcessRevenueOverExpensesAmt
Subtotal	$212,933	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$212,933	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CITIGROUP	P	2010-12-09	2021-10-18	$3,588	$2,345	$1,243	$1,243
DOMINION ENERGY	P	2018-08-10	2021-10-18	$5,397	$5,307	$90	$90
TRUIST	P	2018-08-10	2021-10-18	$6,010	$5,395	$615	$615
	P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,948	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$70	InvestmentIncomeExciseTaxAmt
Subtotal	$70	SubtotalAmt
Tax Based On Investment Income	$70	TaxBasedOnInvestmentIncomeAmt
Tax Due	$70	TaxDueAmt

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
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	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	N/A	WebsiteAddressTxt
Individual With Books	BEN J BRODOVICZ JR	IndividualWithBooksNm
Phone	7177961529	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	318 W MEADOW DR	AddressLine1Txt
City	MECHANICSBURG	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17055	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	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
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
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

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
BEN J BRODOVICZ JR
318 W MEADOW DR	MECHANICSBURG	PA	17055	PRESIDENT	000.00	$0	$0	$0
JUDITH J BRODOVICZ
318 W MEADOW DR	MECHANICSBURG	PA	17055	VICE PRESIDE	000.00	$0	$0	$0
LAWRENCE DEFLURI
318 W MEADOW DR	MECHANICSBURG	PA	17055	MEMBER	000.00	$0	$0	$0
MARK SCHMIDT
318 W MEADOW DR	MECHANICSBURG	PA	17055	MEMBER	000.00	$0	$0	$0
BARBARA ROWE
318 W MEADOW DR	MECHANICSBURG	PA	17055	MEMBER	000.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$289,297	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$2,114	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$291,411	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$291,411	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$4,371	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$287,040	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$14,352	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$14,352	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$70	TaxBasedOnInvestmentIncomeAmt
Total Tax	$70	TotalTaxAmt
Distributable Before Adj	$14,282	DistributableBeforeAdjAmt
Distributable Before Ded	$14,282	DistributableBeforeDedAmt
Distributable As Adjusted	$14,282	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$16,000	ExpensesAndContributionsAmt
Qualifying Distributions	$16,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$14,282	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3	$90	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,848	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$2,505	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$4,443	TotalExcessDistributionCyovAmt
Qualifying Distributions	$16,000	QualifyingDistributionsAmt
Applied To Current Year	$14,282	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,718	RemainingDistriFromCorpusAmt
Total Corpus	$6,161	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$6,161	ExcessDistriCyovToNextYrAmt
Excess From Year3	$90	ExcessFromYear3Amt
Excess From Year2	$1,848	ExcessFromYear2Amt
Excess From Year1	$2,505	ExcessFromYear1Amt
Excess From Current Year	$1,718	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
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	PENN STATE HEART & VASCULAR	BusinessNameLine1Txt
Business Name Line2	PENN STATE HEART & VASCULAR	BusinessNameLine2Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	2583 GATEWAY DR	AddressLine1Txt
Address Line2	2583 GATEWAY DR	AddressLine2Txt
City	STATE COLLEGE	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	16801	ZIPCd

Field	Value	IRS element (for citing)
Grant Or Contribution Purpose	DONATION	GrantOrContributionPurposeTxt
Amt	$16,000	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$16,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3,117	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,948	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$5,065	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$5,065	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

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	BEN BRODOVICZ	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	318 W MEADOW DR	AddressLine1Txt
City	MECHANICSBURG	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17055	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$58,009	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
EXCHANGE TRADED FUNDS	$144,038	$221,591
STOCKS	$66,642	$96,742

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Amt	$1,582	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	2020 TAX	CategoryTxt
Amt	$29	Amt

BRODOVICZ FUND: Form 990PF, tax year 2021

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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