BODMAN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BODMAN FAMILY FOUNDATION (EIN 82-0568529)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202513119349100106
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T03:37:11-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 BAGBY STREET SUITE 4500 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770022591 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820568529 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BODMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BODM | BusinessNameControlTxt |
| Phone | 9158819764 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E MAIN SUITE 1500 | AddressLine1Txt |
| City | EL PASO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PERRY BARBER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9158819764 | PhoneNum |
| Signature | 2025-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KINSEY WICK | PreparerPersonNm |
| PTIN | P01479816 | PTIN |
| Phone | 7139822000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,000,340 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,849 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,849 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $289,375 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $289,375 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $244,928 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,640,193 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $244,928 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,546 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20,546 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $557,698 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $557,698 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,663 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,662 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,793 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,793 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,377 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33,377 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,495 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,833 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,662 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $455,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $455,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $514,495 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,833 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $465,662 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $43,203 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $508,865 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $92,012 | CashBOYAmt |
| Cash EOY | $69,712 | CashEOYAmt |
| Cash EOYFMV | $69,712 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,185,839 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,429,658 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,429,658 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,256,123 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,335,877 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,500,970 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,533,974 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,835,247 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,000,340 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,533,974 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,835,247 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,533,974 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,835,247 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,533,974 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,835,247 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,533,974 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $43,203 | ExcessRevenueOverExpensesAmt |
| Other Increases | $258,070 | OtherIncreasesAmt |
| Subtotal | $5,835,247 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,835,247 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| JP MORGAN #0007 ST - C | P | 2024-12-31 | $29,442 | $28,278 | $1,164 | $1,164 |
| JP MORGAN #0007 - LT - C | P | 2024-12-31 | $22,747 | $22,674 | $73 | $73 |
| JP MORGAN #0007 - LT - NC | P | 2024-12-31 | $9 | $9 | $9 | |
| JP MORGAN #1008 ST - C | P | 2024-12-31 | $0 | $0 | ||
| JP MORGAN #1008 LT - C | P | 2024-12-31 | $130,568 | $76,818 | $53,750 | $53,750 |
| JP MORGAN #2008 ST - C | P | 2024-12-31 | $127,059 | $129,897 | -$2,838 | -$2,838 |
| JP MORGAN #2008 LT - C | P | 2024-12-31 | $211,502 | $144,877 | $66,625 | $66,625 |
| JP MORGAN #3003 ST - C | P | 2024-12-31 | $88,504 | $89,796 | -$1,292 | -$1,292 |
| JP MORGAN #3003 LT - C | P | 2024-12-31 | $163,202 | $142,545 | $20,657 | $20,657 |
| JP MORGAN #6007 ST - C | P | 2024-12-31 | $221,976 | $216,924 | $5,052 | $5,052 |
| JP MORGAN #6007 LT - C | P | 2024-12-31 | $278,052 | $256,853 | $21,199 | $21,199 |
| JP MORGAN #8008 LT - C | P | 2024-12-31 | $185,000 | $191,967 | -$6,967 | -$6,967 |
| BESSEMER ST - NR | P | 2024-12-31 | $15,606 | $16,560 | -$954 | -$954 |
| BESSEMER LT - NR | P | 2024-12-31 | $113,693 | $78,076 | $35,617 | $35,617 |
| BESSEMER CAP GAIN DISTRIBUTIONS | P | 2024-12-31 | $46,465 | $46,465 | $46,465 | |
| JP MORGAN #6007 CAP GAIN DIST | P | 2024-12-31 | $6,368 | $6,368 | $6,368 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $244,928 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,073 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,073 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,073 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,167 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $9,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,667 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Overpayment | $7,588 | OverpaymentAmt |
| Applied To ES Tax | $7,588 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | M DIANE BODMAN | IndividualWithBooksNm |
| Phone | 9158819764 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E MAIN SUITE 1500 | AddressLine1Txt |
| City | EL PASO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| M DIANE BODMAN | ||||||||
| 201 E MAIN STE 1500 | EL PASO | TX | 79901 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| PERRY BARBER | ||||||||
| 201 E MAIN STE 1500 | EL PASO | TX | 79901 | TREASURER/ASSISTANT SECRET | 0.50 | $0 | $0 | $0 |
| SARAH B GREENHILL | ||||||||
| 201 E MAIN STE 1500 | EL PASO | TX | 79901 | VICE PRESIDENT | 0.12 | $0 | $0 | $0 |
| VIRGINIA CRISMAN | ||||||||
| 201 E MAIN STE 1500 | EL PASO | TX | 79901 | DIRECTOR | 0.12 | $0 | $0 | $0 |
| JAMES R DOTY | ||||||||
| 201 E MAIN STE 1500 | EL PASO | TX | 79901 | DIRECTOR | 0.12 | $0 | $0 | $0 |
| DAVID S GALVIN | ||||||||
| 201 E MAIN STE 1500 | EL PASO | TX | 79901 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,483,504 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,518,611 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,002,115 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,002,115 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $150,032 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,852,083 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $492,604 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $492,604 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,073 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $495 | IncomeTaxAmt |
| Total Tax | $7,568 | TotalTaxAmt |
| Distributable Before Adj | $485,036 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $485,036 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $485,036 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $465,662 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $465,662 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $485,036 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $445,170 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $465,662 | QualifyingDistributionsAmt |
| Applied To Year1 | $445,170 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,492 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $464,544 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | M DIANE BODMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BODMAN CHARITABLE FUND | |||||||
| 201 E MAIN STE 1500 | EL PASO | TX | 79901 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $30,000 |
| BOYS & GIRLS CLUB OF GREENWICH | |||||||
| 4 HORSENECK LN | GREENWICH | CT | 06830 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $5,000 |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 801 ROEDER ROAD SUITE 300 | SILVER SPRING | MD | 20910 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $10,000 |
| CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 3401 CIVIC CENTER BOULEVARD | PHILADELPHIA | PA | 19104 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $10,000 |
| DEPELCHIN CHILDREN'S CENTER | |||||||
| 4950 MEMORIAL DRIVE | HOUSTON | TX | 77007 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $10,000 |
| LOST TREE FOUNDATION | |||||||
| 8 CHURCH LN | NORTH PALM BEACH | FL | 33408 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $150,000 |
| MYOTONIC DYSTROPHY FOUNDATION | |||||||
| 663 THIRTEENTH STREET SUITE 100 | OAKLAND | CA | 94612 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $5,000 |
| THIRD OPTION FOUNDATION | |||||||
| 11160-C1 SOUTH LAKES DRIVE 158 | RESTON | VA | 20191 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $25,000 |
| UNIVERSITY OF MARYLAND BALTIMORE FOUNDATION | |||||||
| 220 ARCH ST 13TH FLOOR | BALTIMORE | MD | 21201 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $25,000 |
| WEST CHOP DAF | |||||||
| 162 IROQUOIS AVE | VINEYARD HAVEN | MA | 02568 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $50,000 |
| MARTHA'S VINEYARD MUSEUM | |||||||
| 151 LAGOON POND RD | VINEYARD HAVEN | MA | 02568 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $100,000 |
| LOST TREE FOUNDATION ANNUAL | |||||||
| 8 CHURCH LANE | NORTH PALM BEACH | FL | 33408 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $25,000 |
| STRAWBERRY BANKE | |||||||
| 17 HANCOCK STREET PORTSMOUTH | NEW HAMPSHIRE | NH | 03801 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $5,000 |
| VHPLBFI | |||||||
| PO BOX 4961 | VINEYARD HAVEN | MA | 02568 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $2,500 |
| ISLAND AUTISM | |||||||
| PO BOX 2786 | EDGARTOWN | MA | 02539 | NONE | 501(C)(3) CHARITABLE | GENERAL NEEDS OF ORGANIZATION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $455,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,849 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $289,375 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $244,928 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INCOME FROM PARTNERSHIP INTEREST | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,546 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $557,698 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $557,698 | 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 | N/A | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION FEES | $12,350 | $6,175 | $6,174 |
| BOOKKEEPING | $8,975 | $4,488 | $4,488 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BESSEMER ACCT. | $1,558,591 | $2,959,019 |
| JP MORGAN #8008 | $146,338 | $541,316 |
| JP MORGAN #1008 | $1,103,440 | $1,951,774 |
| JP MORGAN #0007 | $164,604 | $186,299 |
| JP MORGAN #3003 | $709,789 | $928,709 |
| JP MORGAN #2008 | $406,814 | $637,222 |
| JP MORGAN #6007 | $246,301 | $1,296,631 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $33,377 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $33,377 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INCOME FROM PARTNERSHIP INTEREST | Desc |
| Revenue And Expenses Per Books | $20,546 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $20,546 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $20,546 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES | Desc |
| Amt | $258,070 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,793 | $2,793 | $0 |
| 2024 EXCISE TAX | $2,000 | $2,000 | $0 |
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