NM BODECKER CREATIVE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NM BODECKER CREATIVE FOUNDATION (EIN 82-1856717)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349103933
- Schema version
- 2019v5.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T11:53:07-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930891763 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANSEN HUNTER & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7080 SW FIR LOOP SUITE 100 | AddressLine1Txt |
| City | TIGARD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821856717 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NM Bodecker Creative Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NMBO | BusinessNameControlTxt |
| Phone | 3238962154 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2360 NW Quimby St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tanya Cerda | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2020-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cynthia J Heuberger | PreparerPersonNm |
| PTIN | P00166783 | PTIN |
| Phone | 5032442134 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,419,595 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,323,210 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $789 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $789 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,070 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,070 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $43,225 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $43,225 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $18,137 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$32,872 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $268,128 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $37,138 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $37,138 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,377,560 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,084 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $37,138 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $212,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $116,485 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $95,515 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $62,865 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $6,286 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $56,579 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,130 | LegalFeesRevAndExpnssAmt |
| Legal Fees Adj Net Incm | $1,130 | LegalFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $43,210 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,583 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $234 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,082 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $139,715 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $49,855 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $86,612 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $39,952 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,137 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $1,069 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $12,368 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,368 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $520 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $520 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $84,870 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,088 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $7,465 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $73,870 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $596,630 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,808 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $182,524 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $365,546 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,919 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,919 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $605,549 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,808 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $182,524 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $374,465 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,772,011 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,276 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $316,256 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $200,886 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $200,886 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $5,000 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $5,000 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $5,000 | PledgesRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $15,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $15,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $15,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $15,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $181,150 | CorporateStockBOYAmt |
| Corporate Stock EOY | $340,748 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $357,106 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,841,603 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $39,952 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $3,801,651 | LandEOYAmt |
| Land EOYFMV | $3,841,603 | LandEOYFMVAmt |
| Total Assets BOY | $512,406 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,363,285 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,419,595 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $512,406 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,363,285 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $512,406 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,363,285 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $512,406 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,363,285 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $512,406 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,772,011 | ExcessRevenueOverExpensesAmt |
| Other Increases | $78,868 | OtherIncreasesAmt |
| Subtotal | $4,363,285 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,363,285 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SHORT TERM | P | 2019-01-01 | 2019-12-01 | $121,562 | $119,850 | $1,712 | $1,712 |
| H&E Equip Services Inc. | D | 2018-08-07 | 2019-02-26 | $145,988 | $181,150 | -$35,162 | -$35,162 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2017-01-01 | 2019-12-31 | $578 | $578 | $578 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$32,872 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$33,450 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $406 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $406 | SubtotalAmt |
| Tax Based On Investment Income | $406 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $406 | 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 |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.bodeckerfound.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tanya Cerda | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3238962154 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2360 NW Quimby St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97210 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Abigail Guyer | ||||||
| 2020 SE 44th Ave | Portland | OR | 97210 | Executive Dir. | 40.00 | $102,000 |
| Tanya Cerda | ||||||
| 2360 NW Quimby St | Portland | OR | 97210 | Trustee | 40.00 | $110,000 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Christopher Funk | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2615 SE 18th Ave | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Creative Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $90,000 | CompensationAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Schwabe Williamson & Wyatt | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1420 Fifth Ave Suite 3400 | AddressLine1Txt |
| City | Seattle | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Legal | ServiceTypeTxt |
| Compensation | $58,545 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Youth Workshops: The Bodecker Foundation partners with professional artists, musicians, writers and educators to lead free-of-charge creative workshops designed to empower youth, including those from traditionally underserved and underrepresented communities, to imagine and achieve their artistic, educational, and professional dreams. In 2019, our first year of operations, the Bodecker Foundation welcomed 220 middle and high school students to our headquarters for field trips, job shadows, and 11 creative workshops including: Roots & Beats; Merch Making; Audio Engineering; Synth & Effects; Creating Worlds; Drumming, Dance & Design; and Design/Build Studio: Intro to Spatial Design Through Making & Drawing. We also supervised a 6-week student internship in Halfling Studio, the Foundations state-of-the-art digital and analog recording studio. Participating students were recruited through Portland Public Schools and 501c3 organizations such as Caldera, Latino Network, Girls Inc. of the Pac | Description1Txt |
| Expenses1 | $104,421 | Expenses1Amt |
| Description2 | Artists & Musicians in Residence: The Bodecker Foundations headquarters include well-appointed apartments and creative spaces reserved exclusively for Artists and Musicians in Residence. Artists in Residence are invited to work out of the Foundation for a designated period of time while they focus on developing specific creative output. Residencies may include use of Halfling Studio, our state-of-the-art digital and analog recording studio, along with engineering and production support. In exchange, Artists and Musicians in Residence strengthen our collaborative community during their stay by leading a youth focused workshop, panel, and/or salon event for adult community members. The Bodecker Foundations 2019 resident artists included filmmaker Leah Brown, writer and comic Will Hines (in partnership with Kickstand Comedy,) and recording artists Cardiod and Paige Calico. | Description2Txt |
| Expenses2 | $61,736 | Expenses2Amt |
| Description3 | Community Events: The Bodecker Foundation provides creative communities with an extraordinary and energetic gathering place for workshops, mentoring, and collaboration. Our community events include film screenings, panel conversations, gallery shows, and a monthly experimental music, poetry, and performance series called Deep Happening. Additionally, the Foundation makes its spaces available for use by like-minded arts and non-profit organizations for their own fundraising events, trainings, board meetings, and staff planning sessions. In 2019, these partner organizations included Young Audiences, College Possible, Future Prairie, Rock n Roll Camp for Girls, Childrens Cancer Association, Portland State University, MusicPortland, Film Fatale, Grantmakers of Oregon and SW Washington, Brooklyn Music Society, and Oregon Media Production Association (OMPA). | Description3Txt |
| Expenses3 | $51,119 | Expenses3Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $185,887 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $378,456 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $147,667 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $712,010 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $712,010 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,680 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $701,330 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,067 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $374,465 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $374,465 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $374,465 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2017-05-31 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $3,349 | Year1Amt |
| Total | $3,349 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $2,847 | Year1Amt |
| Total | $2,847 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $374,465 | CurrentYearAmt |
| Year1 | $20,168 | Year1Amt |
| Year2 | $24,355 | Year2Amt |
| Total | $418,988 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $374,465 | CurrentYearAmt |
| Year1 | $20,168 | Year1Amt |
| Year2 | $24,355 | Year2Amt |
| Total | $418,988 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $23,378 | CurrentYearAmt |
| Year1 | $11,569 | Year1Amt |
| Year2 | $4,923 | Year2Amt |
| Total | $39,870 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Tanya Cerda | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2360 NW Quimby Street | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3238962154 | RecipientPhoneNum |
| Form And Info And Materials | The Foundation's scholarship program is not yet active; we anticipate accepting scholarship applications beginning in 2021. Application details, requirements, and deadlines will be listed at www.bodeckerfound.org | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | to be determined. Info will be listed at www.bodeckerfound. | SubmissionDeadlinesTxt |
| Restrictions On Awards | to be determined.Info will be listed at www.bodeckerfound.org. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Children's Cancer Association | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 NW Naito Pkwy Suite 140 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Music programming for hospitalized youth | GrantOrContributionPurposeTxt |
| Amt | $8,919 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,919 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STUDIO Income | Desc |
| Related Or Exempt Function Incm | $37,138 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $789 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,070 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $18,137 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$32,872 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$7,876 | ExclusionAmt |
| Related Or Exempt Function Incm | $37,138 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,262 | 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 | 1 | LineNumberTxt |
| Relationship Statement | Halfling Studio provides an opportunity for youth to interact with musicians and other recording artists and to learn the recording business via various workshops and internship programs. The studio also serves to draw musicians for collaboration with other artists and/or to interact with the local community, furthering the development of, and access to, the creative arts. | RelationshipStatementTxt |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Niels W Bodecker | |||||||
| 1 | 222 Chestnut Street Unit 1 | Cambridge | MA | 02139 | $575,672 | Yes (X) | |
| Niels W Bodecker | |||||||
| 2 | 222 Chestnut Street Unit 1 | Cambridge | MA | 02139 | $3,725,174 | Yes (X) | |
| Newport Festival Foundation | |||||||
| 3 | PO Box 650 | Essex | MA | 01929 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | Building, land & music equipment | NoncashPropertyDesc |
| Fair Market Value | $3,725,174 | FairMarketValueAmt |
| Received | 2019-08-15 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|---|
| Building | 2019-08-15 | $2,070,765 | ALT | 0.0094 | $19,403 | $1,940 | $970 | |
| Camera and related items | 2019-08-15 | $10,480 | SL | $485 | 9.0000 | |||
| Computers & related items | 2019-08-15 | $7,655 | SL | $638 | 5.0000 | |||
| T-shirt customizing equip | 2019-08-15 | $8,035 | SL | $372 | 9.0000 | |||
| Furniture and Furnishing | 2019-08-15 | $47,290 | SL | $1,970 | $197 | $99 | 10.0000 | |
| Guitars | 2019-08-15 | $83,750 | SL | $3,877 | 9.0000 | |||
| Recording Studio Equipment | 2019-08-15 | $261,179 | SL | $12,092 | 9.0000 | |||
| Projector - Program | 2019-07-18 | $15,956 | SL | $739 | 9.0000 | |||
| IT System and Backup | 2019-05-16 | $5,800 | SL | $376 | 9.0000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| at&t INC | $16,770 | $19,540 |
| BOEING CO | $16,549 | $16,288 |
| COLA COLA CO | $10,419 | $11,070 |
| COLUMBIA SPORTWARE CO | $9,887 | $10,019 |
| EMERSON ELECTRIC CO | $9,069 | $11,439 |
| ITAU UNIBANCO MULTIPLE ADR | $11,293 | $11,895 |
| JOHNSON & JOHNSON | $18,109 | $18,234 |
| JPMORGAN CHASE & CO | $10,899 | $13,940 |
| KINDER MORGAN INCORP | $15,927 | $16,936 |
| UMPQUA HOLDINGS CORP | $15,968 | $17,700 |
| WEYWEHAEUSER CO | $15,858 | $19,630 |
| METROPOLITAN WEST TOT RET BD | $50,000 | $50,415 |
| MSIF ULTRA-SHORT INCOME | $90,000 | $90,000 |
| PIONEER SHORT TERM INCOME | $50,000 | $50,000 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $47,290 | $1,970 | $45,320 | $47,290 |
| Machinery and Equipment | $392,855 | $18,579 | $374,276 | $392,855 |
| Buildings | $2,070,765 | $19,403 | $2,051,362 | $2,070,765 |
| Land | $485,735 | $485,735 | $485,735 | |
| Miscellaneous | $844,958 | $844,958 | $844,958 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $1,130 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,130 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| Advertising | $2,020 | $1,010 | $1,010 | |
| BANK CHARGES | $1,226 | $59 | $1,006 | |
| Cleaning Services | $5,150 | $258 | $4,378 | |
| Community Engagement | $1,488 | $1,488 | ||
| Dues and Subscriptions | $280 | $280 | ||
| Event Production | $4,644 | $4,644 | ||
| Food | $16,049 | $16,049 | ||
| Insurance | $8,587 | $1,764 | $6,295 | |
| Landscaping | $1,832 | $92 | $1,557 | |
| License & Fees | $1,095 | $1,095 | ||
| Postage | $40 | $40 | ||
| Rental Expenses | $25,088 | $25,088 | ||
| Rental Expenses - Classified | -$25,088 | |||
| Repairs and maintenance | $9,520 | $476 | $8,092 | |
| Security | $330 | $17 | $281 | |
| Stipend | $5,265 | $5,265 | ||
| Supplies | $19,488 | $3,047 | $16,063 | |
| Telephone | $1,749 | $437 | $1,136 | |
| Utilities | $6,107 | $305 | $5,191 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STUDIO Income | Desc |
| Revenue And Expenses Per Books | $37,138 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $37,138 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Advisory fees | $2,583 | $2,583 | $0 | $0 |
| Consultant fees | $6,875 | $0 | $0 | $6,875 |
| IT Services | $4,779 | $0 | $0 | $4,779 |
| Payroll processing fees | $784 | $0 | $78 | $706 |
| Purchased services | $28,189 | $0 | $156 | $27,722 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Niels W Bodecker | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 Chestnut Street UNIT 1 | AddressLine1Txt |
| City | Cambridge | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02139 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll taxes | $112,138 | $48,476 | $63,172 |
| Property Taxes | $27,577 | $1,379 | $23,440 |
Comments