J MICHAEL BODNAR FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- J MICHAEL BODNAR FOUNDATION INC (EIN 58-1703567)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201923169349101517
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Schedule B
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T13:03:21-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARSHMAN & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1870 BUFORD HIGHWAY SUITE 100 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581703567 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J Michael Bodnar Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KELLY BODNAR BATTLES | InCareOfNm |
| Business Name Control | JMIC | BusinessNameControlTxt |
| Phone | 6502339878 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 745 Olive Street | AddressLine1Txt |
| City | Menlo Park | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLY BODNAR BATTLES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4084694430 | PhoneNum |
| Signature | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM C HARSHMAN CPA | PreparerPersonNm |
| PTIN | P00107156 | PTIN |
| Phone | 7708041450 | PhoneNum |
| Preparation | 2019-11-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.46.129.170 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 67217620193165000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F970229B209A039C0A2745E15F572871183D6FCD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F970229B209A039C0A2745E15F572871183D6FCD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,702,875 | 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 | $190,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $87,570 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,570 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $61,733 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $61,733 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $56,696 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $35,571 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $182,273 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,571 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$13,478 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$13,478 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $361,396 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $171,396 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $86,504 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,182 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $86,504 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,182 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $165,501 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $165,501 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $252,005 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,182 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $165,501 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $109,391 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $140,214 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $169,245 | CashBOYAmt |
| Cash EOY | $61,490 | CashEOYAmt |
| Cash EOYFMV | $61,490 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,829,201 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,641,385 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,641,385 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,998,446 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,702,875 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,702,875 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,998,446 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,702,875 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,998,446 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,702,875 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,998,446 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,702,875 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,998,446 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $109,391 | ExcessRevenueOverExpensesAmt |
| Other Increases | $595,038 | OtherIncreasesAmt |
| Subtotal | $3,702,875 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,702,875 | 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 |
|---|---|---|---|---|---|---|---|
| 3500 SHS CITI | P | 2017-07-28 | 2018-02-15 | $87,500 | $96,956 | -$9,456 | -$9,456 |
| 2500 SHS VLT | P | 2017-07-17 | 2018-02-01 | $28,677 | $30,068 | -$1,391 | -$1,391 |
| 920 SHS MMP | P | 2007-04-16 | 2018-02-01 | $65,953 | $19,678 | $46,275 | $46,275 |
| CAPITAL GAIN DIVIDENDS | P | $143 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,571 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$10,847 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $67,663 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,951,766 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.022923 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,673,401 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,142,458 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.532513 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $64,311 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,267,274 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.015071 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $151,787 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,203,130 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.12616 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $101,661 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,166,744 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.087132 | DistributionYr5Rt |
| Total Distribution | 0.783799 | TotalDistributionRt |
| Average Distribution | 0.15676 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,697,784 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $579,665 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,402 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $581,067 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $165,501 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,804 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,804 | SubtotalAmt |
| Tax Based On Investment Income | $2,804 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $116 | EsPenaltyAmt |
| Overpayment | $2,080 | OverpaymentAmt |
| Applied To ES Tax | $2,080 | AppliedToESTaxAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KELLY BODNAR BATTLES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4084694430 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 745 OLIVE STREET | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94025 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| J MICHAEL BODNAR | ||||||||
| 3755 CORPORATE WOODS DRIVE | BIRMINGHAM | AL | 35242 | CHAIRMAN | 0 | $0 | $0 | $0 |
| KELLY BODNAR BATTLES | ||||||||
| 745 OLIVE STREET | MENLO PARK | CA | 94025 | PRESIDENT | 0 | $0 | $0 | $0 |
| ANN G BODNAR | ||||||||
| 3755 CORPORATE WOODS DRIVE | BIRMINGHAM | AL | 35242 | TREASURER | 0 | $0 | $0 | $0 |
| JOHN MICHAEL BODNAR | ||||||||
| 3755 CORPORATE WOODS DRIVE | BIRMINGHAM | AL | 35242 | VICE PRESIDENT | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,724,728 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,367 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,754,095 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,754,095 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,311 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,697,784 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $184,889 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $184,889 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,804 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,804 | TotalTaxAmt |
| Distributable Before Adj | $182,085 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $182,085 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $182,085 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $165,501 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $165,501 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $165,501 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $182,085 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $66,874 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $91,630 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,375,844 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,534,348 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $165,501 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $165,501 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $16,584 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $16,584 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,517,764 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $50,290 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,467,474 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $91,630 | ExcessFromYear4Amt |
| Excess From Year2 | $1,375,844 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | J MICHAEL BODNAR | ContributingManagerNm |
| Shareholder Manager | J MICHAEL BODNAR - SEE SUPPLEMENTA | ShareholderManagerNm |
| Shareholder Manager | ANN G BODNAR - SEE SUPPLEMENTARY IN | ShareholderManagerNm |
| Shareholder Manager | KELLY BODNAR BATTLES - SEE SUPPLEME | ShareholderManagerNm |
| Shareholder Manager | JOHN MICHAEL BODNAR - SEE SUPPLEMEN | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Indian Springs School | ||||||||
| 190 Woodward Drive | Indian Springs | AL | 35124 | None | PC | Unrestricted use of the school | $2,000 | |
| Univ of Nashville - Montgomery Bell Academy | ||||||||
| 4001 Harding Road | Nashville | TN | 37205 | None | PC | Unrestricted use of the school | $10,000 | |
| Valley Presbyterian Church | ||||||||
| 945 Portola Road | Portola Valley | CA | 94028 | None | PC | Unrestricted use of the church | $8,980 | |
| Georgia Tech Alumni Association | ||||||||
| 190 North Avenue | Atlanta | GA | 30313 | None | PC | Unrestricted use | $500 | |
| Harvard Business School | ||||||||
| Soldiers Field | Boston | MA | 02163 | None | PC | Unrestricted use | $250 | |
| Highlands School | ||||||||
| 4901 Old Leeds Road | Birmingham | AL | 35213 | None | PC | Unrestricted use | $10,000 | |
| Bowman International School | ||||||||
| 4000 Terman Drive | Palo Alto | CA | 94306 | None | PC | Unrestricted | $12,250 | |
| Princeton University | ||||||||
| 330 Alexander Street | Princeton | NJ | 08540 | None | PC | Unrestricted use | $250 | |
| Sacred Heart School | ||||||||
| 150 Valparaiso Avenue | Atherton | CA | 94027 | None | PC | Unrestricted use | $250 | |
| Aaron Matthews SIDS Research Guild of Seattle | ||||||||
| 4800 Sand Point Way NE | Seattle | WA | 98105 | None | NC | Unrestricted use | $1,000 | |
| American Foundation for Suicide Prevention | ||||||||
| 120 Wall Street 29th Floor | New York | NY | 10005 | None | PC | Unrestricted use | $250 | |
| The Kilgoris Project | ||||||||
| 668 Meadow Lane | Los Altos | CA | 94022 | None | PC | Unrestricted use | $4,500 | |
| The Nativity School | ||||||||
| 1250 Laurel Street | Menlo Park | CA | 94025 | None | PC | Unrestricted Use | $435 | |
| The Shalom Foundation | ||||||||
| P O Box 1354 | Franklin | TN | 37065 | None | PC | Unrestricted use | $5,000 | |
| Bay Area Women's Sports Initiative | ||||||||
| 1922 The Alameda 420 | San Jose | CA | 95126 | None | PC | Unrestricted use | $500 | |
| Boys and Girls Clubs of the Peninsula | ||||||||
| 401 Pierce Road | Menlo Park | CA | 94025 | None | Unrestricted | $2,000 | ||
| West Virginia University Foundation | ||||||||
| One Waterfront Place 7th Floor | Morgantown | WV | 265071650 | None | PC | Unrestricted Use | $100,000 | P O Box 1650 |
| Wikimedia Foundation | ||||||||
| 149 Montgomery Street Floor 6 | San Francisco | CA | 94105 | None | PC | Unrestricted | $500 | |
| Camp Kesem | ||||||||
| P O Box 452 | Culver City | CA | 90232 | None | PC | Unrestricted use | $500 | |
| Contributions thru JNN Investors LLC | ||||||||
| 3755 Corporate Woods Drive | Vestavia Hills | AL | 35242 | Investee LLC | PC | Qualified Domestice Charities | $3 | |
| Contributions thru Buckeye Partners LP | ||||||||
| P O Box 56169 | Houston | TX | 772566169 | Investee LP | PC | Qualified Domestice Charities | $5 | |
| Chastain Horse Park | ||||||||
| 4371 Powers Ferry Road NW | Atlanta | GA | 30327 | None | PC | Unrestricted | $2,000 | |
| Donorschoseorg | ||||||||
| 134 West 37th Street 11th Floor | New York | NY | 10018 | None | PC | Unrestricted use - education in US | $2,078 | |
| Jobtrain | ||||||||
| 1200 OBrien Drive | Menlo Park | CA | 94025 | None | PC | Unretricted use | $500 | |
| Sozo Children in Uganda | ||||||||
| 441st Street South | Birmingham | AL | 35222 | None | PC | Unrestricted US Social Services | $500 | |
| Dion Shaw | ||||||||
| c/o Tazikis Mediterranean Cafe | Nashville | TN | 37215 | None | I | Unrestricted | $1,000 | 2190 Brandywood Drive |
| Juan Carlos Isidro Rosas | ||||||||
| 605 Castro Street | Mountain View | CA | 94041 | None | I | Unrestricted (medical emergency) | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $165,501 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,570 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $29,055 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $19,200 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,571 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $171,396 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $171,396 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Bodnar Hospitality Foundation | ||||||
| 1 | 745 Olive Street | Menlo Park | CA | 94025 | $100,000 | Yes (X) |
| Bodnar Hopsitality Foundation | ||||||
| 2 | 745 Olive Street | Menlo Park | CA | 94025 | $40,000 | Yes (X) |
| Bodnar Hospitality Foundation | ||||||
| 3 | 745 Olive Street | Menlo Park | CA | 94025 | $50,000 | Yes (X) |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AVID BIOSERVICEES INC PFD | $109,250 | $109,250 |
| BRIGHAM WILLIAMS INC | $5,825 | $5,825 |
| BUCKEYE PARTNERS LP | $77,485 | $77,485 |
| CITIGROUP INC | $0 | $0 |
| EATON VANCE ENHANCED EQUITY FD | $82,880 | $82,880 |
| ENTERPRISE PRODUCTS PARTNERS L | $162,589 | $162,589 |
| EQUITY RESIDENTIAL | $151,493 | $151,493 |
| FRESH FUND HOLDINGS | $103,661 | $103,661 |
| FRESH FUND III | $232,336 | $232,336 |
| INVESCO HIGH INCOME TRUST II | $18,231 | $18,231 |
| JNN INVESTORS, LLC | $475,643 | $475,643 |
| JPM 6.75% PRF | $79,472 | $79,472 |
| KINDER MORGAN PARTNERS | $55,645 | $55,645 |
| LIFE STORAGE INC | $180,866 | $180,866 |
| MAGELLAN MIDSTREAM HOLDINGS | $213,062 | $213,062 |
| PEREGRINE PHARM 10.5% PFD | $0 | $0 |
| PUBLIC STORAGE 4.95% PFD | $41,540 | $41,540 |
| SPDRA DOW JONES REIT ETF | $111,800 | $111,800 |
| STANLEY BLACK & DECKER | $139,201 | $139,201 |
| SURPRISE VALLEY | $795,937 | $795,937 |
| VANECK VECTORS | $44,512 | $44,512 |
| WELLS FARGO 7.5% CONV PREFERRE | $143,857 | $143,857 |
| WYNKOOP CONDO | $416,100 | $416,100 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ADMINISTRATIVE EXPENSES | $244 | |
| BANK CHARGES | $49 | |
| CONSULTING FEES | $52,038 | $26,019 |
| INTERNET EXPENSES | $4,492 | |
| SUBSCRIPTIONS | $32 | |
| TAX ADVSIORY SERVICES | $3,734 | |
| TAXES | $12,531 | $126 |
| TELEPHONE | $2,995 | |
| OTHER DEDUCTIONS - PASS-THRU | $5,352 | |
| RENTAL EXPENSES -HOA AND TAXES | $5,037 | |
| Rent and Royalty Expense | $5,037 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income/Loss from Partnership Investments | Desc |
| Revenue And Expenses Per Books | -$13,478 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$13,478 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN FMV OF INVESTMENTS | Desc |
| Amt | $595,038 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| Bodnar Hospitality Foundation | |||
| 745 Olive Street | Menlo Park | CA | 94025 |
| Bodnar Hopsitality Foundation | |||
| 745 Olive Street | Menlo Park | CA | 94025 |
| Bodnar Hospitality Foundation | |||
| 745 Olive Street | Menlo Park | CA | 94025 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
Comments