Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE BOEDECKER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4450 ARAPAHOE AVENUE NO 100
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOULDER, CO80303
A Employer identification number

20-8495254
B Telephone number (see instructions)

(303) 546-1513
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$39,444,239
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 49,012 49,012  
4 Dividends and interest from securities... 243,746 243,746  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,152,160
b Gross sales price for all assets on line 6a 5,674,213
7 Capital gain net income (from Part IV, line 2)... 2,152,160
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... -507,916 -512,397 0
12 Total. Add lines 1 through 11........ 1,937,002 1,932,521 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 440,578 142,914 0 297,664
14 Other employee salaries and wages...... 197,971 83,985 0 113,985
15 Pension plans, employee benefits....... 194,653 60,188 0 134,465
16a Legal fees (attach schedule)......... 2,237 2,237 0 0
b Accounting fees (attach schedule)....... 13,393 4,838 0 8,555
c Other professional fees (attach schedule).... 167,490 167,490 0 0
17 Interest............... 38,517 38,517 0 0
18 Taxes (attach schedule) (see instructions)... 28,418 8,177 0 0
19 Depreciation (attach schedule) and depletion... 2,172 0 0
20 Occupancy.............. 36,049 0 0 36,049
21 Travel, conferences, and meetings....... 6,249 0 0 6,249
22 Printing and publications.......... 2,250 0 0 2,250
23 Other expenses (attach schedule)....... 25,429 0 0 25,429
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,155,406 508,346 0 624,646
25 Contributions, gifts, grants paid....... 2,423,353 2,423,353
26 Total expenses and disbursements. Add lines 24 and 25 3,578,759 508,346 0 3,047,999
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,641,757
b Net investment income (if negative, enter -0-) 1,424,175
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 209,971 159,721 159,721
2 Savings and temporary cash investments......... 3,091,592 351,299 351,299
3 Accounts receivable bullet3,394
Less: allowance for doubtful accounts bullet   14,121 3,394 3,394
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 15,719,026 Click to see attachment14,669,147 14,341,370
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 18,923,477 Click to see attachment24,683,775 24,585,095
14 Land, buildings, and equipment: basis bullet24,355
Less: accumulated depreciation (attach schedule) bullet20,995 5,532 Click to see attachment3,360 3,360
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 37,963,719 39,870,696 39,444,239
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment3,548,734
23 Total liabilities (add lines 17 through 22)......... 0 3,548,734
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 37,963,719 36,321,962
29 Total net assets or fund balances (see instructions)..... 37,963,719 36,321,962
30 Total liabilities and net assets/fund balances (see instructions). 37,963,719 39,870,696
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
37,963,719
2
Enter amount from Part I, line 27a .....................
2
-1,641,757
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
36,321,962
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
36,321,962
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS FROM PARTNERSHIP P    
c CAPITAL GAIN DISTRIBUTIONS P    
d CAPITAL GAIN REPORTED ON 990-T P    
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,578,537   4,321,421 1,257,116
b       799,368
c 55,099     55,099
d 40,577     40,577
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       1,257,116
b       799,368
c       55,099
d       40,577
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 2,152,160
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 19,796
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 19,796
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 19,796
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 64,125
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 64,125
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 44,329
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet44,329 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCO, TN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions Click to see list of attachments.............
    11
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.BOEFOUNDATION.ORG
    14
    The books are in care ofbulletSHELLEY DIEDE Telephone no.bullet (303) 546-1513

    Located atbullet4450 ARAPAHOE AVE NO 100BOULDERCO ZIP+4bullet80303
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
    Yes
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    GEORGE BOEDECKER PRESIDENT/CEO/DIRECTOR
    15.00
    21,000 16,165 0
    702 SKYVIEW DR
    NASHVILLE,TN37206
    BRAD STOFFER DIRECTOR
    2.00
    0 0 0
    4450 ARAPAHOE AVE STE 100
    BOULDER,CO80303
    STEVE BECK DIRECTOR
    2.00
    0 0 0
    4450 ARAPAHOE AVE STE 100
    BOULDER,CO80303
    JEFFREY HUMPHREY SR. VP OF OPERATIONS
    40.00
    222,828 35,932 0
    2693 TRAILRIDGE DR W
    LAFAYETTE,CO80026
    JOEL DAVIS SR. VP OF INVESTMENTS
    40.00
    78,750 261 0
    800 GRANT PLACE
    BOULDER,CO80302
    BRIANNA BOEDECKER VP OF PROGRAMS
    40.00
    118,000 27,132 0
    1708 FORREST AVE
    NASHVILLE,TN37206
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    JENNIFER STAPLETON DIR. OF ADMINISTRATI
    40.00
    88,838 37,244 0
    14340 LIPAN STREET
    WESTMINSTER,CO80023
    SHELLEY DIEDE CONTROLLER
    40.00
    79,133 15,180 0
    17940 WAGON TRAIL
    MEAD,CO80542
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    MORGAN STANLEY INVESTMENT MANAGEMENT 167,490
    1585 BROADWAY AVENUE
    NEW YORK,NY10036
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    20,800,586
    b
    Average of monthly cash balances.......................
    1b
    1,765,737
    c
    Fair market value of all other assets (see instructions)................
    1c
    24,591,848
    d
    Total (add lines 1a, b, and c).........................
    1d
    47,158,171
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    47,158,171
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    707,373
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    46,450,798
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,322,540
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,322,540
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    19,796
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    19,796
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,302,744
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,302,744
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,302,744
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    3,047,999
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    3,047,999
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,047,999
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 2,302,744
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 855,583
    b From 2016...... 1,465,439
    c From 2017...... 349,461
    d From 2018...... 325,980
    e From 2019...... 456,427
    fTotal of lines 3a through e........ 3,452,890
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,047,999
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 2,302,744
    e Remaining amount distributed out of corpus 745,255
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 4,198,145
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    855,583
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    3,342,562
    10 Analysis of line 9:
    a Excess from 2016.... 1,465,439
    b Excess from 2017.... 349,461
    c Excess from 2018.... 325,980
    d Excess from 2019.... 456,427
    e Excess from 2020.... 745,255
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    HARPETH VALLEY PTO
    7840 LEARNING LANE
    NASHVILLE,TN37221
      PC PROGRAM NEEDS 648
    BACKFIELD IN MOTION
    920 WOODLAND ST
    NASHVILLE,TN37206
      PC PROGRAM NEEDS 30,000
    GOV FRANK G CLEMENT RR HOTEL AND HISTORIC MUSEUM
    100 FRANK CLEMENT PL
    DICKSON,TN37055
      PC PROGRAM NEEDS 10,000
    FORT LEWIS COLLEGE FOUNDATION
    1000 RIM DRIVE
    DURANGO,CO81301
      PC PROGRAM NEEDS 30,000
    HOMEBOUND MEALS PROGRAM
    381 W MAIN ST
    HENDERSONVILLE,TN37075
      PC PROGRAM NEEDS 3,000
    HOMELAND HEART BIRTH & WELLNESS
    2092 RODMAN BLVD
    GALLATIN,TN37066
      PC PROGRAM NEEDS 7,000
    KEEP A BREAST FOUNDATION
    7168 MOHAWK TRAIL
    YUCCA VALLEY,CA92284
      PC PROGRAM NEEDS 15,000
    WORLD SPARK
    1635 SE MALDEN STE A
    PORTLAND,OR97202
      PC PROGRAM NEEDS 120,000
    SOMETHING NEW
    1029 PEACHTREE PARKWAY 269
    PEACHTREE CITY,GA30269
      PC PROGRAM NEEDS 63,000
    THE DAIRY CENTER FOR THE ARTS
    2590 WALNUT ST
    BOULDER,CO80302
      PC PROGRAM NEEDS 100,000
    KEMPE FOUNDATION
    13123 E 16TH AVE B390
    AURORA,CO80045
      PC PROGRAM NEEDS 10,000
    NASHVILLE RESCUE MISSION
    639 LAFAYETTE ST
    NASHVILLE,TN37203
      PC PROGRAM NEEDS 10,216
    THE CHILDREN'S HOSPITAL
    123 E 16TH AVE
    AURORA,CO80045
      PC PROGRAM NEEDS 25,000
    CHEWELAH PERFORMING AND CULTURAL ARTS CENTER
    1500 ROSENCRANS AVE STE 200
    MANHATTAN BEACH,CA90266
      PC PROGRAM NEEDS 7,000
    PROTECT OUR WINTERS
    311 MAPLETON AVE STE 221A
    BOULDER,CO80304
      PC PROGRAM NEEDS 10,000
    SONGS FOR SOUND
    618 CHURCH ST 520
    NASHVILLE,TN37211
      PC PROGRAM NEEDS 10,000
    RENEWAL HOUSE
    PO BOX 280356
    NASHVILLE,TN37228
      PC PROGRAM NEEDS 25,000
    EVERY MOTHER COUNTS
    180 VARICK ST SUITE 1116
    NEW YORK,NY10014
      PC PROGRAM NEEDS 50,000
    FANNIE BATTLE
    108 CHAPEL AVE
    NASHVILLE,TN37206
      PC PROGRAM NEEDS 67,500
    INTERFAITH DENTAL CLINIC
    600 HILL AVE STE 101
    NASHVILLE,TN37210
      PC PROGRAM NEEDS 10,000
    CHILDREN'S CANCER ASSOCIATION
    1200NW NAITO PARKWAY STE 140
    PORTLAND,OR97209
      PC PROGRAM NEEDS 20,000
    LYON'S FIRE FUND
    PO BOX 695
    LYONS,CO80540
      PC PROGRAM NEEDS 10,000
    ETOWN
    PO BOX 954
    BOULDER,CO80306
      PC PROGRAM NEEDS 10,000
    UNIVERSITY OF COLORADO FOUNDATION
    4740 WALNUT STREET
    BOULDER,CO80301
      PC PROGRAM NEEDS 740,000
    ST LUKE'S COMMUNITY HOUSE
    5601 NEW YORK AVE
    NASHVILLE,TN37209
      PC PROGRAM NEEDS 7,500
    DENVER URBAN SCHOLARS
    720 S COLORADO BLVD
    DENVER,CO80246
      PC PROGRAM NEEDS 10,000
    WELL IN THE DESERT
    4410 CALLE ENCILIA
    PALM SPRINGS,CA92262
      PC PROGRAM NEEDS 15,000
    EQUAL CHANCE FOR EDUCATION
    700 BELLE MEAD BLVD
    NASHVILLE,TN37205
      PC PROGRAM NEEDS 65,000
    PROJECT LIVE LOVE
    123 ROSEWOOD DRIVE
    WOODSTOCK,GA30188
      PC PROGRAM NEEDS 10,000
    CENTER FOR NONPROFIT MANAGEMENT
    138 2ND AVE NORTH SUITE 200
    NASHVILLE,TN37201
      PC PROGRAM NEEDS 5,000
    THERE WITH CARE
    2825 WILDERNESS PLACE
    BOULDER,CO80301
      PC PROGRAM NEEDS 126,000
    LA FOUNDACION LACTOT
    CALLE ESMERALDA S/N ENTRE VIOLETA Y
    GRIS COLONIA ARCOIRIS II
    LA PAZ,B.C.S.  
    MX
      NC PROGRAM NEEDS 386,489
    MIDDLE TN DONORS FORUM
    100 BLUEGRASS COMMONS BLVD STE 320
    HENDERSONVILLE,TN37075
      PC PROGRAM NEEDS 5,000
    LUBICK FOUNDATION
    2221 BALDWIN ST
    FORT COLLINS,CO80528
      PC PROGRAM NEEDS 10,000
    THISTLE FARMS
    5122 CHARLOTTE PIKE
    NASHVILLE,TN37209
      PC PROGRAM NEEDS 70,000
    NURSES FOR NEWBORNS
    50 VANTAGE WAY STE 101
    NASHVILLE,TN37228
      PC PROGRAM NEEDS 80,000
    READY NEST FOUNDATION INC
    3014 FOREST WANDER WAY
    NASHVILLE,TN37206
      PC PROGRAM NEEDS 10,000
    NASHVILLE FOOD PROJECT
    5904 CALIFORNIA AVE
    NASHVILLE,TN37209
      PC PROGRAM NEEDS 65,000
    SMALL WORLD YOGA
    1701 17TH S
    NASHVILLE,TN37212
      PC PROGRAM NEEDS 25,000
    VANDERBUILT UNIV
    3322 W 2ND AVE STE 900
    NASHVILLE,TN37203
      PC PROGRAM NEEDS 140,000
    FAMILY AFFAIR MINISTRY
    1600 RIVERSIDE DR
    NASHVILLE,TN37216
      PC PROGRAM NEEDS 10,000
    Total .................................bullet 3a 2,423,353
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 49,012  
    4 Dividends and interest from securities....     14 243,746  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
    180000 40,577 18 2,111,583  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aINCOME FROM CLOSELY HELD LLCS
          -268,902  
    bINCOME FROM PASSTHROUGH ENTITIES       -235,869  
    cINTEREST FROM NOTES RECEIVABLE       -7,626  
    dPASSTHROUGH INCOME REPORTED ON 990-T 523000 4,481 41 0  
    e
    12 Subtotal. Add columns (b), (d), and (e).. 45,058 1,891,944 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,937,002
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE BOEDECKER FOUNDATION
    EIN:
    20-8495254
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADP - PAYROLL SERVICE FEES 3,718 0 0 3,718
    BROCK AND COMPANY 9,675 4,838 0 4,837

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    THE BOEDECKER FOUNDATION
    EIN:
    20-8495254
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FURNITURE, FIXTURES, AND EQUIPMENT   24,355 18,823   0 % 2,172 0 0  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    THE BOEDECKER FOUNDATION
    EIN:
    20-8495254
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    LA FUNDACION CANCTOT AC
     
    CALLE ESMERALDA S/N ENTRE VIOLETA Y
    GRIS
    LA PAZ BC S,ARCOIRIS II23088
    MX
    2020-01-01 386,489 GENERAL OPERATING SUPPORT. 386,489 THE FOUNDATION IS NOT AWARE OF A DIVERSION OF FUNDS BY THE GRANTEE. MONTHLY REPORTS.   GRANT FUNDS WERE SPENT IN ACCORDANCE WITH THE GRANT AGREEMENT.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE BOEDECKER FOUNDATION
    EIN:
    20-8495254
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS AND STOCK FUNDS HELD BY MORGAN STANLEY 14,669,147 14,341,370

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE BOEDECKER FOUNDATION
    EIN:
    20-8495254
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AHK INVESTMENTS LLC AT COST 4,615 4,615
    TIGER GLOBAL PRIVATE INVESTMENT PARTNERS X LP AT COST 2,642,178 2,583,550
    TIGER GLOBAL PRIVATE INVESTMENT PARTNERS VII AT COST 188,396 188,230
    TIGER GLOBAL PRIVATE INVESTMENT PARTNERS VI AT COST 82,258 136,730
    TIGER GLOBAL PRIVATE INVESTMENT PARTNERS V AT COST 113,985 113,953
    TIGER GLOBAL PRIVATE INVESTMENT PARTNERS IV AT COST 87,059 44,188
    MUSIC ROW LLC AT COST 2,102,995 2,102,995
    MIDDLE TENNESSEE FOUNDATION LLC AT COST 12,264,317 12,264,317
    MAROON PEAKS PRIVATE EQUITY FUND V AT COST 402,321 400,327
    MAROON PEAKS PRIVATE EQUITY FUND III AT COST 585,645 251,792
    MAROON PEAKS PRIVATE EQUITY FUND II AT COST 312,721 382,142
    ELDORADO NATURAL RESOURCES FUND II AT COST 225,682 237,261
    ELDORADO NATURAL RESOURCES FUND AT COST 182,763 210,770
    EARTH FX AT COST 300,000 300,000
    ARCHVIEW 11 LLC AT COST 2,861 2,861
    ARAPAHOE PEAK RE FUND LP AT COST 395,571 424,923
    ARAPAHOE PEAK RE FUND II AT COST 81,932 169,337
    TIGER GLOBAL PRIVATE INVESTMENT PARTNERS X PARTNERS AT COST 296,313 354,941
    TIGER GLOBAL PRIVATE INVESTMENT PARTNERS XI AT COST 4,412,163 4,412,163

    TY 2020 LandEtcSchedule2
    Name:
    THE BOEDECKER FOUNDATION
    EIN:
    20-8495254
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE, FIXTURES, AND EQUIPMENT 24,355 20,995 3,360  


    TY 2020 LegalFeesSchedule
    Name:
    THE BOEDECKER FOUNDATION
    EIN:
    20-8495254
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FAIRFIELD & WOODS 2,237 2,237 0 0


    TY 2020 OtherExpensesSchedule
    Name:
    THE BOEDECKER FOUNDATION
    EIN:
    20-8495254
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUTO EXPENSES 205 0 0 205
    INSURANCE 6,590 0 0 6,590
    TELEPHONE 12,732 0 0 12,732
    SITE VISITS 3,231 0 0 3,231
    BANK CHARGES 511 0 0 511
    NONDEDUCTIBLE EXPENSES 2,160 0 0 2,160


    TY 2020 OtherIncomeSchedule2
    Name:
    THE BOEDECKER FOUNDATION
    EIN:
    20-8495254
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INCOME FROM CLOSELY HELD LLCS -268,902 -268,902 0
    INCOME FROM PASSTHROUGH ENTITIES -235,869 -235,869 0
    INTEREST FROM NOTES RECEIVABLE -7,626 -7,626 0
    PASSTHROUGH INCOME REPORTED ON 990-T 4,481   0


    TY 2020 OtherLiabilitiesSchedule
    Name:
    THE BOEDECKER FOUNDATION
    EIN:
    20-8495254
    Description Beginning of Year - Book Value End of Year - Book Value
    MARGIN LOAN ON MORGAN STANLEY INVESTMENTS 0 3,548,734


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE BOEDECKER FOUNDATION
    EIN:
    20-8495254
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISOR FEES 167,490 167,490 0 0


    TY 2020 TaxesSchedule
    Name:
    THE BOEDECKER FOUNDATION
    EIN:
    20-8495254
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 8,177 8,177 0 0
    EXCISE TAX EXPENSE 20,241 0 0 0


    TY 2020 TransfersFrmControlledEntities
    Name:
    THE BOEDECKER FOUNDATION
    EIN:
    20-8495254
    Name US /
    Foreign Address
    EIN Description Amount
    ARCHVIEW 11 LLC 4450 ARAPAHOE AVE STE 100
    BOULDER,CO80303
    26-3470019 PAYMENT OF PRINCIPAL AND INTEREST ON NOTE RECEIVABLE. 0
    Total     1,239,204

    TY 2020 TransfersToControlledEntities
    Name:
    THE BOEDECKER FOUNDATION
    EIN:
    20-8495254
    Name US /
    Foreign Address
    EIN Description Amount
    MIDDLE TENNESSEE FOUNDATION HOLDINGS LLC 1701 17TH AVE S
    NASHVILLE,TN37212
    82-1629797 DEVELOPMENT OF EVENT CENTER. 7,054,218
    Total     7,054,218