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J MICHAEL BODNAR FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
J MICHAEL BODNAR FOUNDATION INC (EIN 58-1703567)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202513189349103961
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-14T14:01:44-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 GREAT CIRCLE ROADAddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37228ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN581703567EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1J MICHAEL BODNAR FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJMICBusinessNameControlTxt
Phone6508888792PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1745 OLIVE STREETAddressLine1Txt
CityMENLO PARKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94025ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKELLY BATTLESPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6508888792PhoneNum
Signature2025-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER A DONELSONPreparerPersonNm
PTINP01375228PTIN
Phone6152427351PhoneNum
Preparation2025-11-12PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,103,254FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$73,303ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$964InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$964InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$137,391DividendsRevAndExpnssAmt
Dividends Net Invst Incm$137,383DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$101,852GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$101,852GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$101,852NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$82,318NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$397,602GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$82,318CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$12,848OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$12,848OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$408,676TotalRevAndExpnssAmt
Total Net Invst Incm$335,365TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$48,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$24,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$24,000CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$28,082PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$14,041PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$14,041PensionEmplBnftDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$2,819OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,409OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,410OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$27,796TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,754TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$1,836TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$20,018OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,541OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$9,455OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$126,715TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$52,745TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$50,742TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$184,789ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$184,789ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$311,504TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$52,745TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$235,531TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$97,172ExcessRevenueOverExpensesAmt
Net Investment Income$282,620NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$480,269CashBOYAmt
Cash EOY$81,456CashEOYAmt
Cash EOYFMV$81,456CashEOYFMVAmt
Corporate Stock BOY$941,920CorporateStockBOYAmt
Corporate Stock EOY$1,207,609CorporateStockEOYAmt
Corporate Stock EOYFMV$1,299,155CorporateStockEOYFMVAmt
Other Investments BOY$2,424,422OtherInvestmentsBOYAmt
Other Investments EOY$2,646,573OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,722,643OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,846,611TotalAssetsBOYAmt
Total Assets EOY$3,935,638TotalAssetsEOYAmt
Total Assets EOYFMV$4,103,254TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,846,611RetainedEarningBOYAmt
Retained Earning EOY$3,935,638RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,846,611TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,935,638TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,846,611TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,935,638TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,846,611TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$97,172ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,943,783SubtotalAmt
Other Decreases$8,145OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,935,638TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES (WELLS FARGO)2024-12-31$322,650$261,962$60,688$60,688
PUBLICLY TRADED SECURITIES (E*TRADE)2024-12-31$57,039$53,322$3,717$3,717
CAPITAL GAINS DIVIDENDS$17,913$17,913$17,913P
FieldValueIRS element (for citing)
Capital Gain Net Income$82,318CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,928InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,928SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,928TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,720EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,720TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,792OverpaymentAmt
Applied To ES Tax$1,792AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateGAOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKELLY BODNAR BATTLESIndividualWithBooksNm
Phone6508888792PhoneNum

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 Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
JOHN MICHAEL BODNAR
3755 CORPORATE WOODS DRIVEBIRMINGHAMAL35242VICE-PRESIDENT/BOARD MEMBER0.25$0$0$0
KELLY BODNAR BATTLES
745 OLIVE STREETMENLO PARKCA94025PRESIDENT/BOARD MEMBER5.00$48,000$28,981$0
ANN G BODNAR
3755 CORPORATE WOODS DRIVEBIRMINGHAMAL35242TREASURER/BOARD MEMBER0.25$0$0$0
JERRY MICHAEL BODNAR
612 FAIR STFRANKLINTN37064CHAIRMAN OF THE BOARD0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,143,538AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$284,318AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,427,856TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,427,856AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$66,418CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,361,438NetVlNoncharitableAssetsAmt
Minimum Investment Return$218,072MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$218,072MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,928TaxBasedOnInvestmentIncomeAmt
Income Tax$2,538IncomeTaxAmt
Total Tax$6,466TotalTaxAmt
Distributable Before Adj$211,606DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$211,606DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$211,606DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$235,531ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$235,531QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$211,606DistributableAsAdjustedAmt
Undistributed Income PY$85,395UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$235,531QualifyingDistributionsAmt
Applied To Year1$85,395AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$150,136AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$61,470UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJERRY MICHAEL BODNARContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACLU FOUNDATION
125 BROAD STREET 18TH FLOORNEW YORKNY10004NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$1,000
AMERICAN INDEPENDENT FOUNDATION
800 MAIN AVE SW STE 500WASHINGTONDC20024NONETO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$1,000
BGCP OF THE EAST COAST
401 PIERCE ROADMENLO PARKCA94025NONETO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$1,165
BIG BROTHER AND BIG SISTERS OF EASTERN MASS
184 HIGH ST 3RD FLOORBOSTONMA02110NONETO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$1,332
BIG TABLE
631 2ND AVE S SUITE ANASHVILLETN37210NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
BILL WILSON CENTER
3490 THE ALAMEDASANTA CLARACA95050NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$400
BOWMAN INTERNATIONAL SCHOOL
4000 TERMAN DRIVEPALO ALTOCA94306NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$1,000
BOYS AND GIRLS CLUBS OF THE PENINSULA
401 PIERCE ROADMENLO PARKCA94025NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$7,000
BUCK CARDINAL CLUB
641 EAST CAMPUS DRIVESTANFORDCA94305NONETO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
CAL POLY FOUNDATION
ONE GRAND AVENUESAN LUIS OBISPOCA93407NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$1,000
CAMP KESEM NATIONAL
PO BOX 452CULVER CITYCA90232NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$1,000
CATHOLIC CHARITIES OF FLAGSTAFF
2101 N FOURTH STFLAGSTAFFAZ86004NONETO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$2,501
COMMUNITY FOOD BANK OF CENTRAL ALABAMA
107 WALTER DAVIS DRBIRMINGHAMAL35209NONETO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$22,000
CONGOLESE WOMEN LEARN SELF-DEFENSE
8605 SANTA MONICA BLVD 88639WEST HOLLYWOODCA90069NONETO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$585
CORRECTIONVILLE EMERGENCY RESPONDERS
4TH CEDAR PO BOX 146CORRECTIONVILLEIA51016NONETO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$25,000
EXCEPTIONAL FOUNDATION
1616 OXMOOR RDBIRMINGHAMAL35209NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$4,995
FAMILIES SET FREE
2093 PHILADELPHIA PIKE 1898CLAYMONTDE19703NONETO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$10,000
FRIENDS OF FREE SPIRIT
1549 ARBOR AVEHIGHLAND PARKIL60035NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$1,000
GEORGIA TECH ALUMNI ASSOCIATION
190 NORTH AVENUEATLANTAGA30313NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$1,000
GLOBAL CARE FORCE
10000 MARSHALL DRIVE STE L5LENEXAKS66215NONETO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$500
HARVARD BUSINESS SCHOOL
SOLDIERS FIELDBOSTONMA02163NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$2,000
HIGHLANDS SCHOOL
4901 OLD LEEDS ROADBIRMINGHAMAL35213NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
HOMELESS IN THE BAY AREA
390 40TH STREETOAKLANDCA94609NONETO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$2,311
HUMANE SOCIETY OF THE UNITED STATES
1255 23RD STREET NW SUITE 450WASHINGTONDC20037NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$1,000
INDIAN SPRINGS
190 WOODWARD DRIVEPELHAMAL35124NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$2,500
KILGORIS PROJECT
668 MEADOW LANELOS ALTOSCA94022NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$3,000
KQED
2601 MARIPOSA STREETSAN FRANCISCOCA94110NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$1,000
MONTGOMERY BELL ACADEMY OF UNIVERSITY OF NASHVILLE
4001 HARDING ROADNASHVILLETN37205NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$10,000
NATIONAL NETWORK OF ABORTION FUNDS
9450 SW GEMINI DR PMB 16009BEAVERTONOR970087105NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$4,000
PIVOTAL
75 E SANTA CLARA STREET SUITE 1450SAN JOSECA95113NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$1,000
PLANNED PARENTHOOD FEDERATION OF AMERICA
PO BOX 97166WASHINGTONDC20090NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$1,000
PORTOLA VALLEY THEATRE CONSERVATORY
945 PORTOLA ROADPORTOLA VALLEYCA94028NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$250
PRINCETON UNIVERSITY ANNUAL GIVING
330 ALEXANDER STREETPRINCETONNJ08540NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$2,500
RESTAURANT GIVING CIRCLE
PO BOX 15446ATLANTAGA30333NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$10,000
SACRED HEART SCHOOLS ATHERTON
150 VALPARAISO AVENUEATHERTONCA94027NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$500
SECOND HARVEST OF SILICON VALLEY
4001 N 1ST STSAN JOSECA95134NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$1,000
SHALOM FOUNDATION
PO BOX 1354FRANKLINTN37065NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$25,000
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS
23564 CALABASAS ROAD STE 201CALABASASCA91302NONETO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$1,000
THE PHOENIX CLUB OF NASHVILLE
73 WHITE BRIDGE ROAD STE 103NASHVILLETN37205NONETO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$3,000
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
3333 CALIFORNIA STSAN FRANCISCOCA94118NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$1,000
UNIVERSITY OF MISSISSIPPI FOUNDATION
406 UNIVERSITY AVENUEOXFORDMS38655NONETO FURTHER ONE OF MORE OF THE EXEMPT PURPOSES OF THE CHARITY$10,000
VALLEY PRESBYTERIAN CHURCH
945 PORTOLA ROADPORTOLA VALLEYCA94028NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$5,000
WIKIMEDIA FOUNDATION INC
1 MONTGOMERY STREET S 1600SAN FRANCISCOCA94104NONEPCTO FURTHER ONE OR MORE OF THE EXEMPT PURPOSES OF THE CHARITY$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$184,789TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$964ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$137,391ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$101,852ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,848ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$82,318ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$335,373ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$335,373TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BODNAR HOSPITALITY FOUNDATIONBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13009 PUMP HOUSE ROAD S 100AddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35243ZIPCd
FieldValueIRS element (for citing)
Total Contributions$73,303TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ASE TECHNOLOGY (ASX)$130,908$139,218
BLACKSTONE SECURED (BXSL)$50,276$51,696
CHORD ENERGY CORP (CHRD)$149,132$107,450
FLAGSTAR FINANCIAL (FLG)$49,733$12,745
GLADSTONE CAPITAL CORP (GLAD)$107,724$145,243
HERCULES CAPITAL INC (HTGC)$164,583$243,089
KINDER MORGAN INC (KMI)$149,604$99,133
ONEOK INC NEW COM (OKE)$205,392$304,714
WELLS FARGO 7.5% CONV PREF (WFC'L)$200,257$195,867

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (13 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BRIGHAM-WILLIAMS, INCAT COST$4,995$4,995
CALAMOS CONV & HIGH INCOME FUND (CHY)AT COST$74,974$65,435
CALAMOS GLOBAL DYNAMIC FUND (CHW)AT COST$71,351$58,894
CONVERTIBLE NOTE - 631 AND ELMAT COST$300,000$300,000
EATON VANCE ENHANCED EQUITY FUND (EOI)AT COST$183,219$254,536
EATON VANCE TAX-MANAGED FUND (ETW)AT COST$125,666$119,564
ENTERPRISE PRODUCTS PARTNERS LPAT COST$182,656$235,639
FRESH FUND HOLDINGS, LLCAT COST$131,920$131,920
FRESH FUND III, LLCAT COST$262,492$262,492
GOLDMAN SACHS FINL (FGTXX)AT COST$308,500$308,500
INVESCO VAN KAMPEN HIGH INC TR (VLT)AT COST$82,282$66,472
SURPRISE VALLEY, LLCAT COST$817,893$817,893
VANECK FALLEN ANGEL HIGH YEILD BOND ETF (ANGL)AT COST$100,625$96,303

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENTDesc
Amt$8,145Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INTERNET$3,836$1,918$1,918
MOBILE PHONE$3,199$1,599$1,600
OFFICE AND ADMIN$11,762$5,881$5,881
PASSTHROUGH ENTITIES: CHARITABLE DISTRIBUTIONS$3$0$3
PASSTHROUGH ENTITIES: ENTERPRISE PRODUCTS PARTNERS$36$36$0
PASSTHROUGH ENTITIES: FRESH FUND HOLDINGS LLC$39$39$0
PASSTHROUGH ENTITIES: NON DEDUCTIBLE EXPENSES$22$0$0
PASSTHROUGH ENTITY: FRESH FUND III, LLC$1,016$1,016$0
TRAVEL$105$52$53

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PASSTHROUGH: ENTERPRISE PRODUCTS PARTNERS$15,913$15,913$15,913
PASSTHROUGH: BRIGHAM-WILLIAMS INC-$212-$212-$212
PASSTHROUGH: ENTERPRISE PRODUCTS PARTNERS-$2,853-$2,853-$2,853

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FINANCIAL ADVISORY$2,267$1,133$1,134
PAYROLL PROCESSING FEE$552$276$276

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAX$3,672$1,836$1,836
FEDERAL TAX$20,163$0$0
STATE TAX$3,043$0$0
FOREIGN TAX$918$918$0

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