BRODOVICZ FUND: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: BRODOVICZ FUND (EIN 83-1226900)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-06-10
IRS object ID: 201931619349100503
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
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-06-10T09:02:34-05:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	520783935	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SMITH ELLIOTT KEARNS & COMPANY LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	19 BROOKWOOD AVE STE 101	AddressLine1Txt
City	CARLISLE	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17015	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	831226900	EIN

Business Name BusinessName

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

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BEN J BRODOVICZ JR	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	7177961529	PhoneNum
Signature	2019-06-03	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	GREGORY P HALL CPA	PreparerPersonNm
PTIN	P00156653	PTIN
Phone	7172439104	PhoneNum
Preparation	2019-06-03	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	50.192.7.141	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-06-10	IPDt
IP Tm	09:02:34	IPTm
IP Timezone	CD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	081E2B4EA748E9805374A5A2B93D29B44116E905	AtSubmissionCreationDeviceId
At Submission Filing Device Id	081E2B4EA748E9805374A5A2B93D29B44116E905	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Initial Return	Yes (X)	InitialReturnInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$67,572	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	$75,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$4	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$4	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$4	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$763	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$763	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$763	DividendsAdjNetIncmAmt
Total Rev And Expnss	$75,767	TotalRevAndExpnssAmt
Total Net Invst Incm	$767	TotalNetInvstIncmAmt
Total Adj Net Incm	$767	TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss	$166	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$166	OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$166	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$166	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$3,750	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$3,750	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$3,916	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$166	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$3,750	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$71,851	ExcessRevenueOverExpensesAmt
Net Investment Income	$601	NetInvestmentIncomeAmt
Adjusted Net Income	$767	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash EOY	$1	CashEOYAmt
Sav And Temp Cash Invst EOY	$1,175	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,175	SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY	$54,234	CorporateStockEOYAmt
Corporate Stock EOYFMV	$50,016	CorporateStockEOYFMVAmt
Corporate Bonds EOY	$16,441	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$16,381	CorporateBondsEOYFMVAmt
Total Assets EOY	$71,851	TotalAssetsEOYAmt
Total Assets EOYFMV	$67,572	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted EOY	$71,851	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances EOY	$71,851	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$0	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$71,851	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Excess Revenue Over Expenses	$71,851	ExcessRevenueOverExpensesAmt
Subtotal	$71,851	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$71,851	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$12	InvestmentIncomeExciseTaxAmt
Subtotal	$12	SubtotalAmt
Tax Based On Investment Income	$12	TaxBasedOnInvestmentIncomeAmt
Tax Due	$12	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	BEN J BRODOVICZ JR	IndividualWithBooksNm
Phone	7177961529	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

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

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
BEN J BRODOVICZ JR
318 W MEADOW DR	MECHANICSBURG	PA	17055	PRESIDENT	1.00	$0	$0	$0
JUDITH J BRODOVICZ
318 W MEADOW DR	MECHANICSBURG	PA	17055	VICE PRESIDE	1.00	$0	$0	$0
LAWRENCE DEFLURI
318 W MEADOW DR	MECHANICSBURG	PA	17055	MEMBER	1.00	$0	$0	$0
MARK SCHMIDT
318 W MEADOW DR	MECHANICSBURG	PA	17055	MEMBER	1.00	$0	$0	$0
BARBARA ROWE
318 W MEADOW DR	MECHANICSBURG	PA	17055	MEMBER	1.00	$0	$0	$0

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

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

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$73,698	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$853	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$74,551	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$74,551	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,118	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$73,433	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$3,672	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$3,672	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$12	TaxBasedOnInvestmentIncomeAmt
Total Tax	$12	TotalTaxAmt
Distributable Before Adj	$3,660	DistributableBeforeAdjAmt
Distributable Before Ded	$3,660	DistributableBeforeDedAmt
Distributable As Adjusted	$3,660	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$3,750	ExpensesAndContributionsAmt
Qualifying Distributions	$3,750	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$3,750	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$3,660	DistributableAsAdjustedAmt
Qualifying Distributions	$3,750	QualifyingDistributionsAmt
Applied To Current Year	$3,660	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$90	RemainingDistriFromCorpusAmt
Total Corpus	$90	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$90	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$90	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RONALD MCDONALD HOUSE CHARITIES	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	745 W GOVERNOR RD	AddressLine1Txt
City	HERSHEY	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17033	ZIPCd

Field	Value	IRS element (for citing)
Grant Or Contribution Purpose	DONATION	GrantOrContributionPurposeTxt
Amt	$3,750	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$3,750	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$4	RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$763	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$767	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$767	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

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

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	918 W MEADOW DR	AddressLine1Txt
City	MECHANICSBURG	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	17055	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$75,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	LORD ABBETT ULTRA SHORT	BondNm
EOY Book Value	$16,441	EOYBookValueAmt
EOYFMV	$16,381	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	STOCK	StockNm
EOY Book Value	$54,234	EOYBookValueAmt
EOYFMV	$50,016	EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	CategoryTxt
Amt	$166	Amt
Net Investment Income	$166	NetInvestmentIncomeAmt

BRODOVICZ FUND: Form 990PF, tax year 2018

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

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