THE BOCA FUND INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE BOCA FUND INC (EIN 31-1804129)
Tax period
2023-01-01 to 2023-12-31
Filed
2025-05-15
IRS object ID
202541359349101124
Schema version
2023v6.0
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)
Return2025-05-15T09:13:24-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

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 Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311804129EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BOCA FUND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBOCABusinessNameControlTxt

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)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial Return Former Pub ChrtyYes (X)InitialReturnFormerPubChrtyInd
Organization501c3 Taxable PFYes (X)Organization501c3TaxablePFInd
FMV Assets EOY$3,070,173FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$655ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$146,516InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$146,516InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$146,516InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$147,171TotalRevAndExpnssAmt
Total Net Invst Incm$146,516TotalNetInvstIncmAmt
Total Adj Net Incm$146,516TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$70,240CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$70,240CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,763PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$1,763PensionEmplBnftDsbrsChrtblAmt
Taxes Rev And Expnss$5,373TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,865TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$2,687TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$3,565TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,782TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,783TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$40PrintingAndPubRevAndExpnssAmt
Other Expenses Rev And Expnss$4,604OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,300OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,304OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$85,585TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,947TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$78,777TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$25,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$110,585TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,947TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$103,777TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$36,586ExcessRevenueOverExpensesAmt
Net Investment Income$139,569NetInvestmentIncomeAmt
Adjusted Net Income$146,516AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$105,991CashBOYAmt
Cash EOY$78,737CashEOYAmt
Cash EOYFMV$78,737CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,925,617SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,990,111SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,990,111SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$1,325PrepaidExpensesBOYAmt
Prepaid Expenses EOY$1,325PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$1,325PrepaidExpensesEOYFMVAmt
Total Assets BOY$3,032,933TotalAssetsBOYAmt
Total Assets EOY$3,070,173TotalAssetsEOYAmt
Total Assets EOYFMV$3,070,173TotalAssetsEOYFMVAmt
Accounts Payable BOY$17,824AccountsPayableBOYAmt
Accounts Payable EOY$17,824AccountsPayableEOYAmt
Other Liabilities BOY$23,954OtherLiabilitiesBOYAmt
Other Liabilities EOY$24,608OtherLiabilitiesEOYAmt
Total Liabilities BOY$41,778TotalLiabilitiesBOYAmt
Total Liabilities EOY$42,432TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,991,155RetainedEarningBOYAmt
Retained Earning EOY$3,027,741RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,991,155TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,027,741TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,032,933TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,070,173TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,991,155TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$36,586ExcessRevenueOverExpensesAmt
Subtotal$3,027,741SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,027,741TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,940InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,940SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,940TaxBasedOnInvestmentIncomeAmt
Tax Due$1,940TaxDueAmt

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 StateGAOrgReportOrRegisterStateCd
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
Website AddressnoneWebsiteAddressTxt
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
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
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
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$70,240$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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,050,228AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,050,228TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,050,228AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$45,753CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,004,475NetVlNoncharitableAssetsAmt
Minimum Investment Return$150,224MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$150,224MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,940TaxBasedOnInvestmentIncomeAmt
Total Tax$1,940TotalTaxAmt
Distributable Before Adj$148,284DistributableBeforeAdjAmt
Distributable Before Ded$148,284DistributableBeforeDedAmt
Distributable As Adjusted$148,284DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$103,777ExpensesAndContributionsAmt
Qualifying Distributions$103,777QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$148,284DistributableAsAdjustedAmt
Qualifying Distributions$103,777QualifyingDistributionsAmt
Applied To Current Year$103,777AppliedToCurrentYearAmt
Undistributed Income CY$44,507UndistributedIncomeCYAmt

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 Line1PO BOX 188890AddressLine1Txt
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$146,516RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$146,516RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$146,516TotalIncomeProducingActyAmt

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 (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Repairs and Maintenance$343$171$0$172
IT$905$452$0$453
Office Supplies$94$47$0$47
Telephone$1,784$892$0$892
Dues and Subscriptions$464$232$0$232
Payroll Fees$973$486$0$487
Miscellaneous Expenses$41$20$0$21

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOther LiabilitiesDesc
BOY Book Value$23,954BOYBookValueAmt
EOY Book Value$24,608EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPayroll TaxesCategoryTxt
Amt$5,373Amt
Net Investment Income$2,865NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,687DisbursementsCharitablePrpsAmt

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