BODMAN FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BODMAN FAMILY FOUNDATION (EIN 82-0568529)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349104059
- Schema version
- 2021v4.2
- 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 | 2022-11-14T13:13:24-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-14 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $10,516,081 | 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 | $68 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $68 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $182,048 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $182,048 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $505,908 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,406,122 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $505,908 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $39,928 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $39,928 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $727,952 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $727,952 | 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 | $23,624 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,812 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,812 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,874 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,874 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,897 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32,897 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,395 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,583 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,812 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $410,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $410,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $469,895 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,583 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $422,312 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $258,057 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $680,369 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $98,398 | CashBOYAmt |
| Cash EOY | $9,185 | CashEOYAmt |
| Cash EOYFMV | $9,185 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $811,149 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,244,636 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,244,636 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,834,850 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,490,993 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,262,260 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,744,397 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,744,814 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,516,081 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,744,397 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,744,814 | 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 | $7,744,397 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,744,814 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,744,397 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,744,814 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,744,397 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $258,057 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,002,454 | SubtotalAmt |
| Other Decreases | $257,640 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,744,814 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| JP MORGAN #1008 - ST | P | 2021-12-31 | $551,839 | $464,031 | $87,808 | $87,808 |
| JP MORGAN #1008 - LT | P | 2021-12-31 | $894,399 | $623,100 | $271,299 | $271,299 |
| JP MORGAN #1008- CAP GAIN DISTRIBUTION | P | 2021-12-31 | $16,846 | $16,846 | $16,846 | |
| JP MORGAN #2008 - ST | P | 2021-12-31 | $113,324 | $108,863 | $4,461 | $4,461 |
| JP MORGAN #2008 - LT | P | 2021-12-31 | $2,328 | $3,101 | -$773 | -$773 |
| JP MORGAN #3003 - ST | P | 2021-12-31 | $46,365 | $44,456 | $1,909 | $1,909 |
| JP MORGAN #3003 - LT | P | 2021-12-31 | $45,748 | $35,316 | $10,432 | $10,432 |
| JP MORGAN #6007 - ST | P | 2021-12-31 | $720,749 | $708,589 | $12,160 | $12,160 |
| JP MORGAN #6007 - CAP GAIN DISTRIBUTION | P | 2021-12-31 | $5,837 | $5,837 | $5,837 | |
| JP MORGAN #8008 - LT | P | 2021-12-31 | $312,458 | $310,310 | $2,148 | $2,148 |
| BESSEMER - ST | P | 2021-12-31 | $82,638 | $86,001 | -$3,363 | -$3,363 |
| BESSEMER - LT | P | 2021-12-31 | $129,345 | $97,484 | $31,861 | $31,861 |
| BESSEMER - CAP GAIN DISTRIBUTION | P | 2021-12-31 | $57,058 | $57,058 | $57,058 | |
| JP MORGAN #6007 - LT | P | 2021-12-31 | $390,563 | $382,248 | $8,315 | $8,315 |
| JP MORGAN #0007 - ST | P | 2021-12-31 | $36,625 | $36,715 | -$90 | -$90 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $505,908 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,457 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,457 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,457 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,094 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $14,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,094 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,637 | OverpaymentAmt |
| Applied To ES Tax | $10,637 | 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 | 0.01 | $0 | $0 | $0 |
| SARAH B GREENHILL | ||||||||
| 201 E MAIN STE 1500 | EL PASO | TX | 79901 | VICE PRESIDENT | 0.01 | $0 | $0 | $0 |
| PERRY BARBER | ||||||||
| 201 E MAIN STE 1500 | EL PASO | TX | 79901 | TREASURER/ASSISTANT SECRET | 0.05 | $0 | $0 | $0 |
| DAVID S GALVIN | ||||||||
| 201 E MAIN STE 1500 | EL PASO | TX | 79901 | SECRETARY | 0.05 | $0 | $0 | $0 |
| ROBERT CULVER | ||||||||
| 201 E MAIN STE 1500 | EL PASO | TX | 79901 | DIRECTOR | 0.01 | $0 | $0 | $0 |
| JAMES R DOTY | ||||||||
| 201 E MAIN STE 1500 | EL PASO | TX | 79901 | DIRECTOR | 0.01 | $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 | $9,348,331 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $844,246 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,192,577 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,192,577 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $152,889 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,039,688 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $501,984 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $501,984 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,457 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $454 | IncomeTaxAmt |
| Total Tax | $9,911 | TotalTaxAmt |
| Distributable Before Adj | $492,073 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $492,073 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $492,073 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $422,312 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $422,312 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $492,073 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $410,151 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $422,312 | QualifyingDistributionsAmt |
| Applied To Year1 | $410,151 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,161 | 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 | $479,912 | 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 (12 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 | $50,500 |
| LOST TREE FOUNDATION | |||||||
| 8 CHURCH LN | NORTH PALM BEACH | FL | 33408 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $75,000 |
| NORTON MUSEUM | |||||||
| 1450 S DIXIE HWY | WEST PALM BEACH | FL | 33401 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $40,000 |
| SULAM | |||||||
| 13300 ARTIC AVE | ROCKVILLE | MD | 20853 | 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 | $35,000 |
| MARTHA'S VINEYARD MUSEUM | |||||||
| 151 LAGOON POND ROAD | VINEYARD HAVEN | MA | 02568 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $115,000 |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 801 ROEDER ROAD SUITE 300 | SILVER SPRING | MD | 20910 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $10,000 |
| ROCKIN APPALACHIAN MOM'S PROJECT | |||||||
| 197 SOUTH BEACH AVE | OLE GREENWHICH | CT | 06870 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $10,000 |
| PAN MASSACHUSETTS CHALLENGE TRUST | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $5,000 |
| DEPELCHIN CHILDREN'S CENTER | |||||||
| 4950 MEMORIAL DRIVE | HOUSTON | TX | 77007 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $10,000 |
| WEST CHOP DAF | |||||||
| 162 IROQUOIS AVE | VINEYARD HAVEN | MA | 02568 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $50,000 |
| PINK AGENDA | |||||||
| 75 EAST END AVENUE 17B | NEW YORK | NY | 10028 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $410,500 | 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 | $68 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $182,048 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $505,908 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INCOME FROM PARTNERSHIP INTEREST | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,928 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $727,952 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $727,952 | 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 | $9,924 | $4,962 | $4,962 |
| BOOKEEPING | $13,700 | $6,850 | $6,850 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BESSEMER ACCT. | $1,341,300 | $2,742,656 |
| JP MORGAN #8008 | $513,010 | $533,071 |
| JP MORGAN #1008 | $1,883,721 | $2,906,800 |
| JP MORGAN #0007 | $102,941 | $111,892 |
| JP MORGAN #3003 | $324,148 | $462,275 |
| JP MORGAN #2008 | $347,801 | $428,208 |
| JP MORGAN #6007 | $1,978,072 | $2,077,358 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR TIMING DIFFERENCES | Desc |
| Amt | $257,640 | 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 | $32,897 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $32,897 | 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 | $39,928 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $39,928 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $39,928 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $2,874 | Amt |
| Net Investment Income | $2,874 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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