BETA

BOGAN FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BOGAN FAMILY FOUNDATION (EIN 87-6907108)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-13
IRS object ID
202401349349101375
Schema version
2023v5.0
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)
Return2024-05-13T09:12:28-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042759781PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WALDRON H RAND & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1850 WASHINGTON STREET SUITE 200AddressLine1Txt
CityDEDHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02026ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN876907108EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BOGAN FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O THOMAS F BOGAN TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBOGABusinessNameControlTxt
Phone6178352330PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line179675 TOM FAZIO DRIVE NAddressLine1Txt
CityLA QUINTACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92253ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS F BOGANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6178352330PhoneNum
Signature2024-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTHOMASPersonFirstNm
Person LastBOGANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICKY DLUGASCHPreparerPersonNm
PTINP00172442PTIN
Phone7814495825PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,835,982FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,000,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$48,233DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,233DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$436,872NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$528,582GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$436,872CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,485,105TotalRevAndExpnssAmt
Total Net Invst Incm$485,105TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,662AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,662AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,131TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,793TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,662TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$88,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$88,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$93,293TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,662TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$88,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,391,812ExcessRevenueOverExpensesAmt
Net Investment Income$481,443NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$650,939CashBOYAmt
Cash EOY$866,897CashEOYAmt
Cash EOYFMV$866,897CashEOYFMVAmt
Corporate Stock BOY$286,163CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Other Investments BOY$562,615OtherInvestmentsBOYAmt
Other Investments EOY$1,969,085OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,969,085OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,499,717TotalAssetsBOYAmt
Total Assets EOY$2,835,982TotalAssetsEOYAmt
Total Assets EOYFMV$2,835,982TotalAssetsEOYFMVAmt
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$1,499,717RetainedEarningBOYAmt
Retained Earning EOY$2,835,982RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,499,717TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,835,982TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,499,717TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,835,982TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,499,717TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,391,812ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,891,529SubtotalAmt
Other Decreases$55,547OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,835,982TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ATLASSIAN CORPORATION CL A, TEAM, XXX-XX-XXXXP2016-02-092023-12-20$172,247$14,391$157,856$157,856
MICROSOFT CORP, MSFT, XXX-XX-XXXXP2012-01-242023-12-20$93,664$7,353$86,311$86,311
ROBLOX CORP CL A, RBLX, XXX-XX-XXXXP2018-06-192023-12-20$44,740$4,525$40,215$40,215
SALESFORCE INC COM, CRM, 79466L302P2016-02-082023-12-01$77,507$10,185$67,322$67,322
SERVICENOW INC COM USD0.001, NOW, 81762P102P2016-02-092023-12-01$69,101$4,775$64,326$64,326
SUMO LOGIC INC COM *CASH MERGER AT $ 12., 86646P103P2012-11-022023-05-15$24,100$11,446$12,654$12,654
ATLASSIAN CORPORATION CL A, TEAM, XXX-XX-XXXXP2023-12-012023-12-20$47,223$39,035$8,188$8,188
FieldValueIRS element (for citing)
Capital Gain Net Income$436,872CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,692InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,692SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$6,692TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$15EsPenaltyAmt
Tax Due$6,707TaxDueAmt

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 Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHOMAS F BOGANIndividualWithBooksNm
Phone6178352330PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line179675 TOM FAZIO DRIVE NAddressLine1Txt
CityLA QUINTACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92253ZIPCd
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 Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS F BOGAN
79675 TOM FAZIO LANE NLA QUINTACA92253TRUSTEE1.00$0$0$0
KATHLEEN A BOGAN
79675 TOM FAZIO LANE NLA QUINTACA92253TRUSTEE1.00$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$1,693,444AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$674,033AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,367,477TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,367,477AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,512CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,331,965NetVlNoncharitableAssetsAmt
Minimum Investment Return$116,598MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$116,598MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,692TaxBasedOnInvestmentIncomeAmt
Total Tax$6,692TotalTaxAmt
Distributable Before Adj$109,906DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$109,906DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$109,906DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$88,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$88,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$109,906DistributableAsAdjustedAmt
Undistributed Income PY$73,606UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Total For Prior Years$2,873TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$88,500QualifyingDistributionsAmt
Applied To Year1$73,606AppliedToYear1Amt
Applied To Prior Years$2,873AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,021AppliedToCurrentYearAmt
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$97,885UndistributedIncomeCYAmt
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 ManagerTHOMAS F BOGANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
MASSACHUSETTS MUSEUM OF CONTEMPORARY ART FOUNDATION INC
1040 MASS MOCA WAYNORTH ADAMSMA01247NCPURPOSE DESIGNATED BY THE RECIPIENT$2,500
EVERGREEN MOUNTAIN BIKE ALLIANCE
249 MAIN AVE S SUITE 107-188NORTH BENDWA98045NCPURPOSE DESIGNATED BY THE RECIPIENT$2,500
EVERGREEN COLLABRATIVE
PO BOX 21961SEATTLEWA98111NCPURPOSE DESIGNATED BY THE RECIPIENT$2,500
ARTS CORPS
4408 DELRIDGE WY SW 110SEATTLEWA98106NCPURPOSE DESIGNATED BY THE RECIPIENT$2,500
DANDYLYON DRAMA
17533 47TH AVE NELAKE FOREST PARKWA98155NCPURPOSE DESIGNATED BY THE RECIPIENT$2,500
EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC
PO BOX 3886NEW YORKNY10163NCPURPOSE DESIGNATED BY THE RECIPIENT$2,500
SUNRISE MOVEMENT EDUCATION FUND
712 H ST NE UNIT 626WASHINGTONDC20002NCPURPOSE DESIGNATED BY THE RECIPIENT$2,500
BOSTON PUBLIC LIBRARY
700 BOYLSTON STBOSTONMA02116NCPURPOSE DESIGNATED BY THE RECIPIENT$3,500
ASPCA
350 S HUNTINGTON AVEJAMAICA PLAINMA02130NCPURPOSE DESIGNATED BY THE RECIPIENT$3,500
SHELDRICK WILDLIFE TRUST
NCPURPOSE DESIGNATED BY THE RECIPIENT$3,500PO BOX 15555MBAGATHINAIROBIKE00503
FARM SANCTUARY
PO BOX 150WATKINS GLENNY14891NCPURPOSE DESIGNATED BY THE RECIPIENT$3,500
NATIONAL PARK FOUNDATION
1500 K ST NW STE 700WASHINGTONDC20005NCPURPOSE DESIGNATED BY THE RECIPIENT$3,500
CURE ALZHEIMERS FUND
34 WASHINGTON ST SUITE 310WELLESLEY HILLSMA02481NCPURPOSE DESIGNATED BY THE RECIPIENT$10,000
STONEHILL COLLEGE
320 WASHINGTON STNORTH EASTONMA02357NCPURPOSE DESIGNATED BY THE RECIPIENT$10,000
ARCHBISHOP WILLIAMS HIGH SCHOOL
80 INDEPENDENCE AVEBRAINTREEMA02184NCPURPOSE DESIGNATED BY THE RECIPIENT$7,500
THE WILLIAM & LOIS MORROW QUARRY EMPLOYEE SCHOLARSHIP FUND
44801 VILLAGE COURT SUITE 201PALM DESERTCA92260NCPURPOSE DESIGNATED BY THE RECIPIENT$20,000
ANGELA KANE MEMORIAL SCHOLARSHIP
47 EASY STREETBELLINGHAMMA02019NCPURPOSE DESIGNATED BY THE RECIPIENT$1,000
OLD TOWN ARTISAN STUDIOS
78046 CLL BARCELONALA QUINTACA92253NCPURPOSE DESIGNATED BY THE RECIPIENT$1,000
HABITAT FOR HUMANITY OF CAPE COD INC
411 MA-6A 6YARMOUTHMA02675NCPURPOSE DESIGNATED BY THE RECIPIENT$1,000
SOUTHEASTERN GUIDE DOGS
4210 77TH ST EPALMETTOFL34221NCPURPOSE DESIGNATED BY THE RECIPIENT$1,000
CAPE KIDS MEALS INC
1336 MAIN ST SUITE AOSTERVILLEMA02655NCPURPOSE DESIGNATED BY THE RECIPIENT$1,000
YOUTH ATHLETIC FOUNDATION OF CAPE COD
141 BASSET LANEHYANNISMA02601NCPURPOSE DESIGNATED BY THE RECIPIENT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$88,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48,233ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$436,872ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$485,105ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$485,105TotalIncomeProducingActyAmt

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 PersonTHOMAS F KATHLEEN A BOGANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line179675 TOM FAZIO LN NAddressLine1Txt
CityLA QUINTACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92253ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,000,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$3,662Amt
Net Investment Income$3,662NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTAXPAYER IS MAKING AN ELECTION UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY A PART OF THE REMAINING QUALIFYING DISTRIBUTIONS IN 2023 TO ANY UNDISTRIBUTED INCOME REMAINING FROM YEARS BEFORE 2022.ElectionDesc

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIDELITY TOTAL MARKET INDEX FUNDFMV$1,716,275$1,716,275
FIDELITY U.S. BOND INDEX FUNDFMV$252,810$252,810

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED CAPITAL LOSSDesc
Amt$55,547Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonTHOMAS F KATHLEEN A BOGANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line179675 TOM FAZIO LANEAddressLine1Txt
CityLA QUINTACityNm
State AbbreviationCAStateAbbreviationCd
ZIP922538011ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$1,106$0$0$0
MA FILING FEES$25$0$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.