BETA

J MICHAEL BODNAR FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
J MICHAEL BODNAR FOUNDATION INC (EIN 58-1703567)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202143169349104414
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-12T14:36:42-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HARSHMAN & COMPANY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11870 BUFORD HIGHWAY SUITE 100AddressLine1Txt
CityDULUTHCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30097ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN581703567EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1J Michael Bodnar FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% KELLY BODNAR BATTLESInCareOfNm
Business Name ControlJMICBusinessNameControlTxt
Phone6502339878PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1745 Olive StreetAddressLine1Txt
CityMenlo ParkCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94025ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKELLY BATTLESPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4084694430PhoneNum
Signature2021-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKELLYPersonFirstNm
Person LastBATTLESPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM C HARSHMAN CPAPreparerPersonNm
PTINP00107156PTIN
Phone7708041450PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,600,333FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$20,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$84,662DividendsRevAndExpnssAmt
Dividends Net Invst Incm$84,662DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$76,227GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$76,227GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$71,178NetRentalIncomeOrLossAmt
Other Income Rev And Expnss$13,206OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$13,206OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$194,095TotalRevAndExpnssAmt
Total Net Invst Incm$174,095TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Expenses Rev And Expnss$63,933OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$63,933OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$63,933TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$63,933TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$85,495ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$85,495ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$149,428TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$63,933TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$85,495TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$44,667ExcessRevenueOverExpensesAmt
Net Investment Income$110,162NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$65,364CashBOYAmt
Cash EOY$47,639CashEOYAmt
Cash EOYFMV$47,639CashEOYFMVAmt
Rcvbl From Officers BOY$3,899RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$2,149RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$2,149RcvblFromOfficersEOYFMVAmt
Corporate Stock BOY$3,499,891CorporateStockBOYAmt
Corporate Stock EOY$3,550,545CorporateStockEOYAmt
Corporate Stock EOYFMV$3,550,545CorporateStockEOYFMVAmt
Total Assets BOY$3,569,154TotalAssetsBOYAmt
Total Assets EOY$3,600,333TotalAssetsEOYAmt
Total Assets EOYFMV$3,600,333TotalAssetsEOYFMVAmt
Other Liabilities BOY$46,037OtherLiabilitiesBOYAmt
Other Liabilities EOY$52,310OtherLiabilitiesEOYAmt
Total Liabilities BOY$46,037TotalLiabilitiesBOYAmt
Total Liabilities EOY$52,310TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,523,117RetainedEarningBOYAmt
Retained Earning EOY$3,548,023RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,523,117TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,548,023TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,569,154TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,600,333TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,523,117TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$44,667ExcessRevenueOverExpensesAmt
Other Increases-$19,761OtherIncreasesAmt
Subtotal$3,548,023SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,548,023TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,531InvestmentIncomeExciseTaxAmt
Subtotal$1,531SubtotalAmt
Tax Based On Investment Income$1,531TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,495EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$1,495TotalPaymentsAndCreditsAmt
Tax Due$36TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateALOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KELLY BODNAR BATTLESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4084694430PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1745 OLIVE STREETAddressLine1Txt
CityMENLO PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94025ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsYes (true)BusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J MICHAEL BODNAR
3755 CORPORATE WOODS DRIVEBIRMINGHAMAL35242CHAIRMAN0$0$0$0
KELLY BODNAR BATTLES
745 OLIVE STREETMENLO PARKCA94025PRESIDENT0$0$0$0
ANN G BODNAR
3755 CORPORATE WOODS DRIVEBIRMINGHAMAL35242TREASURER0$0$0$0
JOHN MICHAEL BODNAR
3755 CORPORATE WOODS DRIVEBIRMINGHAMAL35242VICE PRESIDENT0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,685,335AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$49,162AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,734,497TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,734,497AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$56,017CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,678,480NetVlNoncharitableAssetsAmt
Minimum Investment Return$183,924MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$183,924MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,531TaxBasedOnInvestmentIncomeAmt
Total Tax$1,531TotalTaxAmt
Distributable Before Adj$182,393DistributableBeforeAdjAmt
Distributable Before Ded$182,393DistributableBeforeDedAmt
Distributable As Adjusted$182,393DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$85,495ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$85,495QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$85,495AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$182,393DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$1,351,297ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$1,351,297TotalExcessDistributionCyovAmt
Qualifying Distributions$85,495QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$85,495AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$96,898ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$96,898ExcessDistributionCyovAppCYAmt
Total Corpus$1,254,399TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,254,399ExcessDistriCyovToNextYrAmt
Excess From Year4$1,254,399ExcessFromYear4Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJ MICHAEL BODNARContributingManagerNm
Shareholder ManagerJ MICHAEL BODNAR - SEE SUPPLEMENTAShareholderManagerNm
Shareholder ManagerANN G BODNAR - SEE SUPPLEMENTARY INShareholderManagerNm
Shareholder ManagerKELLY BODNAR BATTLES - SEE SUPPLEMEShareholderManagerNm
Shareholder ManagerJOHN MICHAEL BODNAR - SEE SUPPLEMENShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Indian Springs School
190 Woodward DrivePelhamAL35124NonePCUnrestricted use$2,000
Montgomery Bell Academy of University of Nashville
4001 Harding RoadNashvilleTN37205NonePCUnrestricted use$10,000
Valley Presbyterian Church
945 Portola RoadPortola ValleyCA94028NonePCUnrestricted use$7,000
Harvard Business School
Soldiers FieldBostonMA02163NonePCUnrestricted use$250
Highlands School
4901 Old Leeds RoadBirminghamAL35213NonePCUnrestricted use$20,000
Bowman International School
4000 Terman DrivePalo AltoCA94306NonePCUnrestricted use$7,000
Princeton University
330 Alexander StreetPrincetonNJ08540NonePCUnrestricted use$500
Sacred Heart Schools
150 Valparaiso AvenueAthertonCA94027NonePCUnrestricted use$250
The Kilgoris Project
668 Meadow LaneLos AltosCA94022NonePCUnrestricted use$3,000
Boys and Girls Clubs of the Peninsula
401 Pierce RoadMenlo ParkCA94025NoneUnrestricted Use$6,000
Bill Wilson Center
3490 The AlamedaSanta ClaraCA95050NonePCUnrestricted Use$205
Camp Kesem National
P O Box 452Culver CityCA90232NonePCUnrestricted use$1,000
Contributions thru JNN Investors LLC
5361 Highway 280 Suite 102ABirminghamAL35243Investee LLCPCQualified Domestic Charities$2
Cal Poly Foundation The
One Grand AvenueSan Luis ObispoCA93407NonePCUnrestricted use$1,000
Greater Birmingham Humane Society
300 Snow DriveBirminghamAL35209NonePCUnrestricted use$1,000
Stanford University - Buck Cardinal Club
641 E Campus DriveStanfordCA943056150NonePCUnrestricted use$500
The Planetary Society
60 S Los RoblesPasadenaCA91101NonePCUnrestricted use$3,000
Aaron Matthews SIDS Research Guild Seattle Childre
8167 West Mercer WayMercer IslandWA98040NonePCUnrestricted Use$1,000
Children's Hospital of Colorado
13123 E 16th AvenueAuroraCO80045NonePCUnrestricted Use$500
Changeorg Charitable Foundation Inc
548 Market StreetSan FranciscoCA94104PCUnrestricted use$150
Donorschooseorg
134 West 37th Street - 11th FloorNew YorkNY10018NonePCUnrestricted use$6,136
Epilepsy Foundation of Alabama
3100 Lorna Road 311BirminghamAL35216NonePCUnrestricted Use$1,000
George Floyd Memorial Foundation Inc
18212 Studman Branch AvenueCharlotteNC282780000NonePCUnrestricted Use$102
NAACP Legal Defense Fund
40 Rector Street No 5th FloorNew YorkNY10006NonePCUnrestricted Use$500
Second Harvest Food Bank Santa Cruz
800 Ohlone ParkwayWatsonvilleCA95076NonePCUnrestricted Use$500
StandWatch Academy
P O Box 1321Scott DepotWV25526NonePCUnrestricted Use$5,000
Team4Tech Foundation
2955 Campus Drive 110San MateoCA94403NonePCUnrestricted Use$500
The MORGAN Project
4241 North Highway US 1MelbourneFL32935NonePCUnrestricted Use$1,000
Voter Participation Center The
1707 L Street NW No 950WashingtonDC20036NonePCUnrestricted Use$250
Woodside Priory School
302 Portola RoadPortola ValleyCA94028NonePCUnrestricted Use$5,650
Advancement Project
8287 Claudine CircleOoltewahTN37363NonePCUnrestricted Use$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$85,495TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Program Service Rev Part VII ProgramServiceRevPartVIIGrp

FieldValueIRS element (for citing)
DescCONTRIBUTION FROM BODNAR HOSPITALITY FOUNDATIONDesc
Related Or Exempt Function Incm$20,000RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$84,662ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$76,227ExclusionAmt
FieldValueIRS element (for citing)
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$11,645ExclusionAmt
FieldValueIRS element (for citing)
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$172,534ExclusionAmt
Related Or Exempt Function Incm$20,000RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$192,534TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonBODNAR HOSPITALITY FOUNDATIONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1745 OLIVE STREETAddressLine1Txt
CityMENLO PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94025ZIPCd
FieldValueIRS element (for citing)
Total Contributions$20,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AVID BIOSERVICEES INC PFD$180,741$180,741
BRIGHAM WILLIAMS INC$12,035$12,035
EATON VANCE ENHANCED EQUITY FD$143,509$143,509
ENTERPRISE PRODUCTS PARTNERS L$0$0
EQUITY RESIDENTIAL$144,347$144,347
FRESH FUND HOLDINGS$111,879$111,879
FRESH FUND III$252,586$252,586
HERCULES CAPITAL INC$174,482$174,482
INVESCO HIGH INCOME TRUST II$82,423$82,423
JNN INVESTORS, LLC$498,946$498,946
KINDER MORGAN PARTNERS$49,458$49,458
LIFE STORAGE INC$232,213$232,213
MAGELLAN MIDSTREAM HOLDINGS$0$0
PUBLIC STORAGE 4.95% PFD$59,929$59,929
SPDRA DOW JONES REIT ETF$112,710$112,710
SURPRISE VALLEY$798,322$798,322
VANECK VECTORS$107,824$107,824
WELLS FARGO 7.5% CONV PREFERRE$173,041$173,041
WYNKOOP CONDO$416,100$416,100

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
CONSULTING FEES$48,150$48,150
INTERNET EXPENSES$3,007$3,007
IT - DUES & SUBSCRIPTIONS$420$420
IT - HARDWARE$60$60
POSTAGE & DELIVERY$74$74
TAX ADVSIORY SERVICES$4,054$4,054
TELEPHONE$2,514$2,514
OTHER DEDUCTIONS - PASS-THRU$605$605
RENTAL EXPENSES - HOA & TAXES$5,049
Rent and Royalty Expense$5,049

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Income/Loss from Partnership Investments$11,645$11,645
Tax Exempt Income from JNN$1,561$1,561

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDescAmtAmt
INCREASE IN FMV OF INVESTMENTS-$19,761
INCLUDING ADJUSTMENTS TO CARRYING VALUE$0
OF PARTNERSHIP INVESTMENTS$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
ENTERPRISE PRODUCTS PARTNERS LP$46,037$51,834
MAGELLAN MMIDSTREAM PARTNERS LP$0$476

Other Receivables Officers Sch OtherReceivablesOfficersSch

Officer Other Rcvbl OfficerOtherRcvblGrp (3 entries)

Loan OriginalLoanOriginalAmtBalance DueBalanceDueAmtNoteNoteDt
KBBBEB
$1,882$1,1492019-12
JOMBSSB
$1,000$0
JEMBAGB
$1,017$1,000

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonBODNAR HOSPITALITY FUNDATIONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1745 OLIVE STREETAddressLine1Txt
CityMENLO PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94025ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.