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J MICHAEL BODNAR FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
J MICHAEL BODNAR FOUNDATION INC (EIN 58-1703567)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-10-05
IRS object ID
201702789349100415
Schema version
2016v3.1
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)
Return2017-10-05T14:09:00-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Line12810 PREMIERE PARKWAY SUITE 200-AAddressLine1Txt
CityDULUTHCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30097ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

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 BODNAR BATTLESPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4084694430PhoneNum
Signature2017-06-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM C HARSHMAN CPAPreparerPersonNm
PTINP00107156PTIN
Phone4045021593PhoneNum
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address47.44.38.150IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id67217620172785000000FederalOriginalSubmissionId
Federal Original Submission Id2017-10-05FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB75BFF14D173FC4E09DDD5D3C19E08349F51426EAtSubmissionCreationDeviceId
At Submission Filing Device Id37BA968528320B8DEE06757FFD35E45555C53E4EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,004,790FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$111,786DividendsRevAndExpnssAmt
Dividends Net Invst Incm$111,786DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$15,993GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$15,993GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$0GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss$7,375NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$25,299NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$86,173GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$25,299CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,017OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3,017OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$256,095TotalRevAndExpnssAmt
Total Net Invst Incm$156,095TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$2,321TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$56,526OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$58,847TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,674,962ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,674,962ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,733,809TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,674,962TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,477,714ExcessRevenueOverExpensesAmt
Net Investment Income$156,095NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$51,293CashBOYAmt
Cash EOY$50,059CashEOYAmt
Cash EOYFMV$50,059CashEOYFMVAmt
Corporate Stock BOY$3,766,790CorporateStockBOYAmt
Corporate Stock EOY$2,954,731CorporateStockEOYAmt
Corporate Stock EOYFMV$2,954,731CorporateStockEOYFMVAmt
Land Bldg Investments BOY$416,100LandBldgInvestmentsBOYAmt
Total Assets BOY$4,234,183TotalAssetsBOYAmt
Total Assets EOY$3,004,790TotalAssetsEOYAmt
Total Assets EOYFMV$3,004,790TotalAssetsEOYFMVAmt
Accounts Payable BOY$2,100AccountsPayableBOYAmt
Accounts Payable EOY$0AccountsPayableEOYAmt
Total Liabilities BOY$2,100TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$4,232,083RetainedEarningBOYAmt
Retained Earning EOY$3,004,790RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,232,083TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,004,790TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,234,183TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,004,790TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,232,083TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,477,714ExcessRevenueOverExpensesAmt
Other Increases$250,421OtherIncreasesAmt
Subtotal$3,004,790SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,004,790TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
65 SHARES AMAZONP2014-06-202016-04-07$39,623$20,944$18,679$18,679
178 SHARES APPLEP2014-12-222016-04-07$17,204$20,072-$2,868-$2,868
38 SHARES GOOGLEP2014-12-242016-04-07$26,590$19,858$6,732$6,732
FieldValueIRS element (for citing)
Capital Gain Net Income$25,299CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$64,311AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,267,274NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.015071DistributionYr1Rt
Adjusted Qlfy Distri Yr2$151,787AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,203,130NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.12616DistributionYr2Rt
Adjusted Qlfy Distri Yr3$101,661AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,166,744NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.087132DistributionYr3Rt
Adjusted Qlfy Distri Yr4$41,869AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$984,431NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.042531DistributionYr4Rt
Adjusted Qlfy Distri Yr5$36,690AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$907,072NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.040449DistributionYr5Rt
Total Distribution0.311343TotalDistributionRt
Average Distribution0.062269AverageDistributionRt
Net Vl Noncharitable Assets$3,142,458NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$195,678AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,561NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$197,239AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,674,962QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,561InvestmentIncomeExciseTaxAmt
Subtotal$1,561SubtotalAmt
Tax Based On Investment Income$1,561TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$486EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$486TotalPaymentsAndCreditsAmt
Es Penalty$39EsPenaltyAmt
Tax Due$1,114TaxDueAmt

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 EntityYes (true)OwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

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 HoldingsYes (true)ExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstYes (true)UncorrectedPYJeopardyInvstInd
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

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 DRIVEBIRMINGHAMAL35242CHAIRMAN0.25$0$0$0
KELLY BODNAR BATTLES
745 OLIVE STREETMENLO PARKCA94025PRESIDENT3.0$0$0$0
ANN G BODNAR
3755 CORPORATE WOODS DRIVEBIRMINGHAMAL35242TREASURER0.1$0$0$0
JOHN MICHAEL BODNAR
3755 CORPORATE WOODS DRIVEBIRMINGHAMAL35242VICE PRESIDENT0.25$0$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,134,503AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$55,810AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,190,313TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,190,313AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$47,855CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,142,458NetVlNoncharitableAssetsAmt
Minimum Investment Return$157,123MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$157,123MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,561TaxBasedOnInvestmentIncomeAmt
Total Tax$1,561TotalTaxAmt
Distributable Before Adj$155,562DistributableBeforeAdjAmt
Distributable Before Ded$155,562DistributableBeforeDedAmt
Distributable As Adjusted$155,562DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,674,962ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,674,962QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,561PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,673,401AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$155,562DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Total For Prior Years$143,556TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$66,874ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$91,630ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$158,504TotalExcessDistributionCyovAmt
Qualifying Distributions$1,674,962QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$143,556AppliedToPriorYearsAmt
Applied To Current Year$155,562AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,375,844RemainingDistriFromCorpusAmt
Total Corpus$1,534,348TotalCorpusAmt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,534,348ExcessDistriCyovToNextYrAmt
Excess From Year3$66,874ExcessFromYear3Amt
Excess From Year2$91,630ExcessFromYear2Amt
Excess From Current Year$1,375,844ExcessFromCurrentYearAmt
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 (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Indian Springs School
190 Woodward DriveIndian SpringsAL35124NonePCUnrestricted use of the school$11,000
Univ of Nashville - Montgomery Bell Academy
4001 Harding RoadNashvilleTN37205NonePCUnrestricted use of the school$8,000
Valley Presbyterian Church
945 Portola RoadPortola ValleyCA94028NonePCUnrestricted use of the church$11,000
Birmingham Southern College - Soccer
900 Arkadelphia RoadBirminghamAL35254NonePCSupport of the soccer program$2,475
Bowman International School
4000 Terman DrivePalo AltoCA94306NonePCUnrestricted use of the school$7,100
Georgia Tech Alumni Association
190 North AvenueAtlantaGA30313NonePCUnrestricted use$500
Harvard Business School
Soldiers FieldBostonMA02163NonePCUnrestricted use$100
Highlands School
4901 Old Leeds RoadBirminghamAL35213NonePCUnrestricted use$1,000
Mountain Brook Elementary Lancer PTO
3020 Cambridge RoadMountain BrookAL35080NonePCUnrestricted$72
Princeton University
330 Alexander StreetPrincetonNJ08540NonePCUnrestricted use$1,000
Ravenswood Education Foundation
P O Box 396Menlo ParkCA94026NonePCUnrestricted use$1,000
Red Mountain Park
2011 Frankfurt DriveBirminghamAL35211NoneGOVUnrestricted use$1,000
Sacred Heart School
150 Valparaiso AvenueAthertonCA94027NonePCUnrestricted use$3,100
Aspen Glen Eagle Cam
545 Bald Eagle WayCarbondaleCO81623NoneNCUnrestricted use$100
Bowman Parents' Association
4000 Terman DrivePalo AltoCA94306NonePCUnrestricted use$200
The Kilgoris Project
668 Meadow LaneLos AltosCA94022NonePCUnrestricted use$1,088
The Nativity School
6309 El ApajoRancho Santa FeCA92067NonePCUnrestricted Use$129
The Shalom Foundation
P O Box 1354FranklinTN37065NonePCUnrestricted use$20,000
Cystic Fibrosis Foundation
6931 Arlington Road 2nd FloorBethesdaMD20814NonePCUnrestricted use$3,000
The Culinary Institute of America
1946 Campus DriveHyde ParkNY12538NoneUnrestricted$2,500
West Virginia University Foundation
One Waterfront Place 7th FloorMorgantownWV265071650NonePCUnrestricted Use$100,000P O Box 1650
Wikimedia Foundation
149 Montgomery Street Floor 6San FranciscoCA94105NonePCUnrestricted$500
The Bodnar Hospitality Foundation Inc
745 Olive StreetMenlo ParkCA94025Related Operating FoundationEOFTransfer of 100% interest in operating business to the newly formed, exempt operating foundation. Recipient operates a quick service restaurant that provides training for students at the West Virginia University who are enrolled in undergraduate and graduate programs in hospitality and restaurant management.$1,500,000
Contributions thru JNN Investors LLC
3755 Corporate Woods DriveVestavia HillsAL35242Investee LLCPCQualified Domestice Charities$98
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,674,962TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

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$111,786ExclusionAmt
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$15,993ExclusionAmt
FieldValueIRS element (for citing)
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$3,017ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$25,299ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$156,095ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$156,095TotalIncomeProducingActyAmt

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 PersonJ Michael BodnarContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1214 Third Avenue SouthAddressLine1Txt
CityFranklinCityNm
State AbbreviationTNStateAbbreviationCd
ZIP30764ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTaxpayer elects to apply $143,556 of its 2016 excess distributions to its prior year undistributed amounts for 2103 and 2014.ElectionDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMAZON.COM$0$0
APPLE INC$0$0
BODNAR INVESTMENT GROUP$0$0
BRIGHAM WILLIAMS INC$4,142$4,142
BUCKEYE PARTNERS LP$113,861$113,861
EATON VANCE ENHANCED EQUITY FD$50,840$50,840
EL PASO ENERGY$0$0
ENTERPRISE PRODUCTS PARTNERS L$178,789$178,789
EQUITY RESIDENTIAL$94,609$94,609
FRESH FUND HOLDINGS$94,450$94,450
GOOGLE INC CL C$0$0
INVESCO HIGH INCOME TRUST II$20,738$20,738
JNN INVESTORS, LLC$52,958$52,958
KINDER MORGAN PARTNERS$74,929$74,929
LIFE STORAGE INC$37,941$37,941
MAGELLAN MIDSTREAM HOLDINGS$351,982$351,982
MORGAN STANLEY HIGH YIELD FD$0$0
SOVRAN SELF STORAGE INC$0$0
SPDRA DOW JONES REIT ETF$28,005$28,005
STANLEY BLACK & DECKER$86,736$86,736
STREETTRACKS WILSHIRE REIT IND$0$0
SURPRISE VALLEY$1,251,071$1,251,071
WELLS FARGO 7.5% CONV PREFERRE$97,580$97,580
WVU TAZIKI'S LLC$0$0
WYNKOOP CONDO$416,100$416,100

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
BANK CHARGES$850
CONSULTING FEES$36,071
DINING$55
ENTERTAINMENT$0
IT EXPENSES$3,411
OFFICE SUPPLIES$169
POSTAGE & DELIVERY$19
SUBSCRIPTIONS$170
TELEPHONE$2,581
TRAVEL$354
OTHER DEDUCTIONS - JNN INVEST$4,228
Rent and Royalty Expense$8,618

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Other investment income$667$667
Income from JNN Investors, LLC$2,350$2,350

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINCREASE IN FMV OF INVESTMENTSDesc
Amt$250,421Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$2,321Amt

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