THE BOCA FUND INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE BOCA FUND INC (EIN 31-1804129)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-15
IRS object ID
202501359349101605
Schema version
2024v5.1
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)
Return2025-05-15T09:23:44-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN461517562PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Simmons & Jamieson CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16525 The Corners Parkway Suite 116AddressLine1Txt
CityPeachtree CornersCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30092ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311804129EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Boca Fund IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Robert ChristiansenInCareOfNm
Business Name ControlBOCABusinessNameControlTxt
Phone4048950073PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12090 Dunwoody Club Dr Suite 106 13AddressLine1Txt
CityAtlantaCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30350ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT CHRISTIANSENPersonNm
Person TitlePresidentPersonTitleTxt
Phone4048950073PhoneNum
Signature2025-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES B MURPHYPreparerPersonNm
PTINP00847588PTIN
Phone7704482525PhoneNum
Preparation2025-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial Return Former Pub ChrtyYes (X)InitialReturnFormerPubChrtyInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,080,769FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$496ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$150,173InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$150,173InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$150,669TotalRevAndExpnssAmt
Total Net Invst Incm$150,173TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$84,366CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$84,366CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$6,000OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$6,000OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,060PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$1,060PensionEmplBnftDsbrsChrtblAmt
Taxes Rev And Expnss$6,913TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,457TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$3,456TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$21TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$10TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$11TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,032OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,514OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,518OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$105,392TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,981TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$98,411TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$130,392TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,981TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$123,411TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$20,277ExcessRevenueOverExpensesAmt
Net Investment Income$143,192NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$78,737CashBOYAmt
Cash EOY$145,346CashEOYAmt
Cash EOYFMV$145,346CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,990,111SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,934,098SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,934,098SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$1,325PrepaidExpensesBOYAmt
Prepaid Expenses EOY$1,325PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$1,325PrepaidExpensesEOYFMVAmt
Total Assets BOY$3,070,173TotalAssetsBOYAmt
Total Assets EOY$3,080,769TotalAssetsEOYAmt
Total Assets EOYFMV$3,080,769TotalAssetsEOYFMVAmt
Accounts Payable BOY$17,824AccountsPayableBOYAmt
Accounts Payable EOY$17,824AccountsPayableEOYAmt
Other Liabilities BOY$24,608OtherLiabilitiesBOYAmt
Other Liabilities EOY$14,927OtherLiabilitiesEOYAmt
Total Liabilities BOY$42,432TotalLiabilitiesBOYAmt
Total Liabilities EOY$32,751TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,027,741RetainedEarningBOYAmt
Retained Earning EOY$3,048,018RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,027,741TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,048,018TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,070,173TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,080,769TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,027,741TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$20,277ExcessRevenueOverExpensesAmt
Subtotal$3,048,018SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,048,018TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,990InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,990SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,990TaxBasedOnInvestmentIncomeAmt
Tax Due$1,990TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Individual With BooksRobert ChristiansenIndividualWithBooksNm
Phone4048950073PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12090 Dunwoody Club Dr Suite 106-13AddressLine1Txt
CityAtlantaCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30350ZIPCd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Robert Christiansen
2090 Dunwoody Club Dr Suite 106 13AtlantaGA30350President40.00$84,366$0$0
Amy Orlin
2090 Dunwoody Club Dr Suite 106 13AtlantaGA30350Treasurer5.00$0$0$0
Emma Saul
2090 Dunwoody Club Dr Suite 106 13AtlantaGA30350Secretary1.00$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

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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,074,226AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,074,226TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,074,226AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$46,113CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,028,113NetVlNoncharitableAssetsAmt
Minimum Investment Return$151,406MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$151,406MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,990TaxBasedOnInvestmentIncomeAmt
Total Tax$1,990TotalTaxAmt
Distributable Before Adj$149,416DistributableBeforeAdjAmt
Distributable Before Ded$149,416DistributableBeforeDedAmt
Distributable As Adjusted$149,416DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$123,411ExpensesAndContributionsAmt
Set Aside Cash Distri Test$2,500SetAsideCashDistriTestAmt
Qualifying Distributions$125,911QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$149,416DistributableAsAdjustedAmt
Undistributed Income PY$44,507UndistributedIncomePYAmt
Qualifying Distributions$125,911QualifyingDistributionsAmt
Applied To Year1$44,507AppliedToYear1Amt
Applied To Current Year$81,404AppliedToCurrentYearAmt
Undistributed Income CY$68,012UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonUnited Animal Nation dba Red RoverRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1188890AddressLine1Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95818ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNoneRecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeDistressed amimal careGrantOrContributionPurposeTxt
Amt$25,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$25,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$150,173RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$150,173RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$150,173TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
IT$1,036$518$0$518
Telephone$2,061$1,030$0$1,031
Dues and Subscriptions$479$239$0$240
Other Expenses$2,269$1,134$0$1,135
Payroll Fees$1,187$593$0$594

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOther LiabilitiesDesc
BOY Book Value$24,608BOYBookValueAmt
EOY Book Value$14,927EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPayroll TaxesCategoryTxt
Amt$6,913Amt
Net Investment Income$3,457NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,456DisbursementsCharitablePrpsAmt

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