2017-10-05T14:09:00-05:00 2016-12-31 HARSHMAN & COMPANY LLC 2810 PREMIERE PARKWAY SUITE 200-A DULUTH GA 30097 990PF 2016-01-01 581703567 J Michael Bodnar Foundation % KELLY BODNAR BATTLES JMIC 6502339878 745 Olive Street Menlo Park CA 94025 KELLY BODNAR BATTLES PRESIDENT 4084694430 2017-06-25 true WILLIAM C HARSHMAN CPA P00107156 4045021593 X 47.44.38.150 67217620172785000000 2017-10-05 P B75BFF14D173FC4E09DDD5D3C19E08349F51426E 37BA968528320B8DEE06757FFD35E45555C53E4E 2016 2021-01-29 14:40:06Z X 3004790 X 100000 111786 111786 15993 15993 0 7375 25299 86173 25299 3017 3017 256095 156095 0 0 2321 56526 58847 0 0 1674962 1674962 1733809 0 1674962 -1477714 156095 0 51293 50059 50059 3766790 2954731 2954731 416100 4234183 3004790 3004790 2100 0 2100 0 X 4232083 3004790 4232083 3004790 4234183 3004790 4232083 -1477714 250421 3004790 3004790 65 SHARES AMAZON P 2014-06-20 2016-04-07 39623 20944 18679 18679 178 SHARES APPLE P 2014-12-22 2016-04-07 17204 20072 -2868 -2868 38 SHARES GOOGLE P 2014-12-24 2016-04-07 26590 19858 6732 6732 25299 false 64311 4267274 0.015071 151787 1203130 0.12616 101661 1166744 0.087132 41869 984431 0.042531 36690 907072 0.040449 0.311343 0.062269 3142458 195678 1561 197239 1674962 X 1561 1561 1561 486 486 39 1114 false false false false false false false false true AL true false false true false true KELLY BODNAR BATTLES 4084694430 745 OLIVE STREET MENLO PARK CA 94025 false false false false false false false false false false true true false true false false false false false false false false false J MICHAEL BODNAR 3755 CORPORATE WOODS DRIVE BIRMINGHAM AL 35242 CHAIRMAN 0.25 0 0 0 KELLY BODNAR BATTLES 745 OLIVE STREET MENLO PARK CA 94025 PRESIDENT 3.0 0 0 0 ANN G BODNAR 3755 CORPORATE WOODS DRIVE BIRMINGHAM AL 35242 TREASURER 0.1 0 0 0 JOHN MICHAEL BODNAR 3755 CORPORATE WOODS DRIVE BIRMINGHAM AL 35242 VICE PRESIDENT 0.25 0 0 0 0 0 3134503 55810 0 3190313 0 3190313 47855 3142458 157123 157123 1561 1561 155562 155562 155562 1674962 0 0 0 0 1674962 1561 1673401 155562 0 2014 2013 2012 143556 66874 91630 158504 1674962 0 143556 155562 1375844 1534348 0 0 1534348 66874 91630 1375844 J MICHAEL BODNAR J MICHAEL BODNAR - SEE SUPPLEMENTA ANN G BODNAR - SEE SUPPLEMENTARY IN KELLY BODNAR BATTLES - SEE SUPPLEME JOHN MICHAEL BODNAR - SEE SUPPLEMEN X Indian Springs School 190 Woodward Drive Indian Springs AL 35124 None PC Unrestricted use of the school 11000 Univ of Nashville - Montgomery Bell Academy 4001 Harding Road Nashville TN 37205 None PC Unrestricted use of the school 8000 Valley Presbyterian Church 945 Portola Road Portola Valley CA 94028 None PC Unrestricted use of the church 11000 Birmingham Southern College - Soccer 900 Arkadelphia Road Birmingham AL 35254 None PC Support of the soccer program 2475 Bowman International School 4000 Terman Drive Palo Alto CA 94306 None PC Unrestricted use of the school 7100 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 100 Highlands School 4901 Old Leeds Road Birmingham AL 35213 None PC Unrestricted use 1000 Mountain Brook Elementary Lancer PTO 3020 Cambridge Road Mountain Brook AL 35080 None PC Unrestricted 72 Princeton University 330 Alexander Street Princeton NJ 08540 None PC Unrestricted use 1000 Ravenswood Education Foundation P O Box 396 Menlo Park CA 94026 None PC Unrestricted use 1000 Red Mountain Park 2011 Frankfurt Drive Birmingham AL 35211 None GOV Unrestricted use 1000 Sacred Heart School 150 Valparaiso Avenue Atherton CA 94027 None PC Unrestricted use 3100 Aspen Glen Eagle Cam 545 Bald Eagle Way Carbondale CO 81623 None NC Unrestricted use 100 Bowman Parents' Association 4000 Terman Drive Palo Alto CA 94306 None PC Unrestricted use 200 The Kilgoris Project 668 Meadow Lane Los Altos CA 94022 None PC Unrestricted use 1088 The Nativity School 6309 El Apajo Rancho Santa Fe CA 92067 None PC Unrestricted Use 129 The Shalom Foundation P O Box 1354 Franklin TN 37065 None PC Unrestricted use 20000 Cystic Fibrosis Foundation 6931 Arlington Road 2nd Floor Bethesda MD 20814 None PC Unrestricted use 3000 The Culinary Institute of America 1946 Campus Drive Hyde Park NY 12538 None Unrestricted 2500 West Virginia University Foundation One Waterfront Place 7th Floor P O Box 1650 Morgantown WV 265071650 None PC Unrestricted Use 100000 Wikimedia Foundation 149 Montgomery Street Floor 6 San Francisco CA 94105 None PC Unrestricted 500 The Bodnar Hospitality Foundation Inc 745 Olive Street Menlo Park CA 94025 Related Operating Foundation EOF Transfer 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. 1500000 Contributions thru JNN Investors LLC 3755 Corporate Woods Drive Vestavia Hills AL 35242 Investee LLC PC Qualified Domestice Charities 98 1674962 14 111786 16 15993 16 3017 18 25299 156095 156095 false false false false false false false false false false X X 1 J Michael Bodnar 214 Third Avenue South Franklin TN 30764 100000 X Taxpayer elects to apply $143,556 of its 2016 excess distributions to its prior year undistributed amounts for 2103 and 2014. AMAZON.COM 0 0 APPLE INC 0 0 BODNAR INVESTMENT GROUP 0 0 BRIGHAM WILLIAMS INC 4142 4142 BUCKEYE PARTNERS LP 113861 113861 EATON VANCE ENHANCED EQUITY FD 50840 50840 EL PASO ENERGY 0 0 ENTERPRISE PRODUCTS PARTNERS L 178789 178789 EQUITY RESIDENTIAL 94609 94609 FRESH FUND HOLDINGS 94450 94450 GOOGLE INC CL C 0 0 INVESCO HIGH INCOME TRUST II 20738 20738 JNN INVESTORS, LLC 52958 52958 KINDER MORGAN PARTNERS 74929 74929 LIFE STORAGE INC 37941 37941 MAGELLAN MIDSTREAM HOLDINGS 351982 351982 MORGAN STANLEY HIGH YIELD FD 0 0 SOVRAN SELF STORAGE INC 0 0 SPDRA DOW JONES REIT ETF 28005 28005 STANLEY BLACK & DECKER 86736 86736 STREETTRACKS WILSHIRE REIT IND 0 0 SURPRISE VALLEY 1251071 1251071 WELLS FARGO 7.5% CONV PREFERRE 97580 97580 WVU TAZIKI'S LLC 0 0 WYNKOOP CONDO 416100 416100 BANK CHARGES 850 CONSULTING FEES 36071 DINING 55 ENTERTAINMENT 0 IT EXPENSES 3411 OFFICE SUPPLIES 169 POSTAGE & DELIVERY 19 SUBSCRIPTIONS 170 TELEPHONE 2581 TRAVEL 354 OTHER DEDUCTIONS - JNN INVEST 4228 Rent and Royalty Expense 8618 Other investment income 667 667 Income from JNN Investors, LLC 2350 2350 INCREASE IN FMV OF INVESTMENTS 250421 TAXES 2321