BETA

BOZIE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BOZIE FOUNDATION (EIN 86-2538799)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202343179349103374
Schema version
2022v5.0
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)
Return2023-11-13T13:46:31-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN843845802PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Peritum LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15519 Hackett Rd Ste 300AddressLine1Txt
CitySpringdaleCityNm
State AbbreviationARStateAbbreviationCd
ZIP72762ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN862538799EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BOZIE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBOZIBusinessNameControlTxt
Phone4799033925PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12201 NW VASSAR CTAddressLine1Txt
CityBENTONVILLECityNm
State AbbreviationARStateAbbreviationCd
ZIP72712ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLESLIE ANN BOGLE MCKENZIEPersonNm
Person TitlePresidentPersonTitleTxt
Signature2023-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLESLIE ANN BOGLEPersonFirstNm
Person LastMCKENZIEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN H BERTRAMPreparerPersonNm
PTINP00626145PTIN
Phone4794432705PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$19,560,354FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$9,641,967ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$627InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$627InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$627InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$115,235DividendsRevAndExpnssAmt
Dividends Net Invst Incm$115,235DividendsNetInvstIncmAmt
Dividends Adj Net Incm$115,235DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$405,616NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,088,552GrossSalesPriceAmt
Total Rev And Expnss$9,352,213TotalRevAndExpnssAmt
Total Net Invst Incm$115,862TotalNetInvstIncmAmt
Total Adj Net Incm$115,862TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$20,319OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,288OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,031OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$146,628TaxesRevAndExpnssAmt
Taxes Net Invst Incm$132,146TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$14,482TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$166,947TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$150,434TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,513TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$115,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$115,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$281,947TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$150,434TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$131,513TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,070,266ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$115,862AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$153,716CashBOYAmt
Cash EOY$90,092CashEOYAmt
Cash EOYFMV$90,092CashEOYFMVAmt
Sav And Temp Cash Invst EOY$2,868,312SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,868,312SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY$141,600PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$141,600PrepaidExpensesEOYFMVAmt
Corporate Stock EOY$6,766,219CorporateStockEOYAmt
Corporate Stock EOYFMV$6,766,219CorporateStockEOYFMVAmt
Other Investments BOY$9,765,345OtherInvestmentsBOYAmt
Other Investments EOY$9,694,131OtherInvestmentsEOYAmt
Other Investments EOYFMV$9,694,131OtherInvestmentsEOYFMVAmt
Total Assets BOY$9,919,061TotalAssetsBOYAmt
Total Assets EOY$19,560,354TotalAssetsEOYAmt
Total Assets EOYFMV$19,560,354TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$9,919,061NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$19,560,354NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$9,919,061TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,560,354TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,919,061TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$19,560,354TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,919,061TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,070,266ExcessRevenueOverExpensesAmt
Other Increases$571,027OtherIncreasesAmt
Subtotal$19,560,354SubtotalAmt
Tot Net Ast Or Fund Balances EOY$19,560,354TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - S/TP2022-01-012022-12-31$2,776,425$3,142,622-$366,197-$366,197
PUBLICLY TRADED SECURITIES - S/TP2022-01-012022-12-31$4,008,656$4,046,639-$37,983-$37,983
CAPITAL GAIN DISTRIBUTIONSP$2,172$2,172$2,172
PUBLICLY TRADED SECURITIES - L/TP2021-12-312022-12-31$301,293$304,907-$3,614-$3,614
ISHARES SILVER TRP2021-12-312022-12-31$6$6$6
FieldValueIRS element (for citing)
Capital Gain Net Income-$405,616CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$405,616NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$141,600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$141,600TotalPaymentsAndCreditsAmt
Overpayment$141,600OverpaymentAmt
Applied To ES Tax$25,000AppliedToESTaxAmt
Refund$116,600RefundAmt

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
Org Report Or Register StateAROrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LESLIE ANN BOGLE MCKENZIEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4799033925PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12201 NW VASSAR CTAddressLine1Txt
CityBENTONVILLECityNm
State AbbreviationARStateAbbreviationCd
ZIP72712ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
LESLIE ANN BOGLE MCKENZIE
2201 NW VASSAR COURTBENTONVILLEAR72712President0.25$0
JAMES M MCKENZIE
2201 NW VASSAR COURTBENTONVILLEAR72712Treasurer0.25$0
MARSHALL D MCKENZIE
508 NE 2ND STREETBENTONVILLEAR72712Director0.00$0
SAMUEL P MCKENZIE
507 E CENTRAL AVENUEBENTONVILLEAR72712Director0.00$0
LARISSA MCKENZIE
507 E CENTRAL AVENUEBENTONVILLEAR72712Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,762,180AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$253,040AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,015,220TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$10,015,220AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$150,228CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,864,992NetVlNoncharitableAssetsAmt
Minimum Investment Return$493,250MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$493,250MinimumInvestmentReturnAmt
Distributable Before Adj$493,250DistributableBeforeAdjAmt
Distributable Before Ded$493,250DistributableBeforeDedAmt
Distributable As Adjusted$493,250DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$131,513ExpensesAndContributionsAmt
Qualifying Distributions$131,513QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$493,250DistributableAsAdjustedAmt
Undistributed Income PY$103,707UndistributedIncomePYAmt
Qualifying Distributions$131,513QualifyingDistributionsAmt
Applied To Year1$103,707AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$27,806AppliedToCurrentYearAmt
Undistributed Income CY$465,444UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SINGLE PARENT SCHOLARSHIP FUND OF NWA
2601 SW D STREETBENTONVILLEAR72712NONEPCEDUCATION$10,000
CHI OMEGA FOUNDATION
3395 PLAYERS CLUB PARKWAYMEMPHISTN38125NONEPCEDUCATION/ARTS$10,000
SYMPHONY OF NORTHWEST ARKANSAS
PO BOX 1243FAYETTEVILLEAR72702NONEPCARTS-MUSIC$30,000
CRYSTAL BRIDGES
600 MUSEUM WAYBENTONVILLEAR72712NONEPCARTS$40,000
UNIVERSITY OF ARKANSAS FOR MEDICAL SCIEN
4301 W MARKHAM ST 716LITTLE ROCKAR72205NONEPCMEDICAL RESEARCH$15,000
WALTON ARTS CENTER
PO BOX 3547FAYETTEVILLEAR72701NONEPCARTS$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$115,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Related Or Exempt Function Incm$627RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Related Or Exempt Function Incm$115,235RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$405,616ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$405,616ExclusionAmt
Related Or Exempt Function Incm$115,862RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$289,754TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
BOGLE FAMILY FOUNDATION
122 WIMBLEDON WAYROGERSAR72758$2,716,244Yes (X)
ROBERT L BOGLE TRUST
222 W WIMBLEDON WAYROGERSAR72758$6,818,830Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash Property47,720 SHARES WALMART COMMON STOCKNoncashPropertyDesc
Fair Market Value$6,818,830FairMarketValueAmt
Received2022-12-14ReceivedDt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPREPAID EXCISE TAXDesc
Amt$141,600Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$8$8$0$0
INVESTMENT SERVICES$20,311$18,280$0$2,031

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2021 EXCISE TAXES PAID IN 2022$144,821$130,339$14,482
FOREIGN TAX PAID 1099$1,807$1,807

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