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BOZIE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BOZIE FOUNDATION (EIN 86-2538799)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-09
IRS object ID
202203139349102375
Schema version
2021v4.0
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)
Return2022-11-09T13:41:34-08:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-11-09SignatureDt
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

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)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,919,061FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,220ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$179InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$179InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$179InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$27,931DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,931DividendsNetInvstIncmAmt
Dividends Adj Net Incm$27,931DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$10,149,720NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,156,840GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,149,720CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,185,050TotalRevAndExpnssAmt
Total Net Invst Incm$10,177,830TotalNetInvstIncmAmt
Total Adj Net Incm$28,110TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$30OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$30OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$30TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$30TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$250,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$250,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$250,030TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$250,030TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,935,020ExcessRevenueOverExpensesAmt
Net Investment Income$10,177,830NetInvestmentIncomeAmt
Adjusted Net Income$28,110AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$153,716CashEOYAmt
Cash EOYFMV$153,716CashEOYFMVAmt
Other Investments EOY$9,765,345OtherInvestmentsEOYAmt
Other Investments EOYFMV$9,765,345OtherInvestmentsEOYFMVAmt
Total Assets EOY$9,919,061TotalAssetsEOYAmt
Total Assets EOYFMV$9,919,061TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests EOY$9,919,061NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances EOY$9,919,061TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,919,061TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Excess Revenue Over Expenses$9,935,020ExcessRevenueOverExpensesAmt
Subtotal$9,935,020SubtotalAmt
Other Decreases$15,959OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$9,919,061TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property71200 WALMART INC COMPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2020-01-01AcquiredDt
Sold2021-07-28SoldDt
Gross Sales Price$10,156,840GrossSalesPriceAmt
Cost Or Other Basis$7,120CostOrOtherBasisAmt
Gain Or Loss$10,149,720GainOrLossAmt
Gains Minus Excess Or Losses$10,149,720GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$10,149,720CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$141,472InvestmentIncomeExciseTaxAmt
Subtotal$141,472SubtotalAmt
Tax Based On Investment Income$141,472TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$3,349EsPenaltyAmt
Tax Due$144,821TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 ContributorsYes (true)NewSubstantialContributorsInd
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$6,393,183AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,661,820AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,055,003TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$10,055,003AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$150,825CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,904,178NetVlNoncharitableAssetsAmt
Minimum Investment Return$495,209MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$495,209MinimumInvestmentReturnAmt
Tax Based On Investment Income$141,472TaxBasedOnInvestmentIncomeAmt
Total Tax$141,472TotalTaxAmt
Distributable Before Adj$353,737DistributableBeforeAdjAmt
Distributable Before Ded$353,737DistributableBeforeDedAmt
Distributable As Adjusted$353,737DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$250,030ExpensesAndContributionsAmt
Qualifying Distributions$250,030QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$353,737DistributableAsAdjustedAmt
Qualifying Distributions$250,030QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$250,030AppliedToCurrentYearAmt
Undistributed Income CY$103,707UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNIVERSITY OF ARKANSAS FOUNDATION INC
4301 W MARKHAM ST 716LITTLE ROCKAR72205NONEPCMEDICAL RESEARCH$50,000
CLIMATE EMERGENCY FUND
8383 WILSHIRE BLVD 400BEVERLY HILLSCA90211NONEPCCLIMATE ADVOCACY$12,500
NORTHWEST ARKANSAS EQUALITY INC
PO BOX 179FAYETTEVILLEAR72702NONEPCEQUALITY ADVOCACY$12,500
PLANNED PARENTHOOD GREAT PLAINS
4401 W 109TH STREET SUITE 200OVERLAND PARKKS66211NONEPCREPRODUCTIVE HEALTHCARE$12,500
UNIVERSITY OF ARKANSAS FOUNDATION INC
4301 W MARKHAM ST 716LITTLE ROCKAR72205NONEPCMEDICAL RESEARCH$10,000
SINGLE PARENT SCHOLARSHIP FUND OF NWA
2601 SW D STREETBENTONVILLEAR72712NONEPCEDUCATION$10,000
NORTHWEST ARKANSAS COMMUNITY COLLEGE FDN
1 COLLEGE DRIVEBENTONVILLEAR72712NONEPCEDUCATION$10,000
NORTHWEST TECH INSTITUTE EDUCATION FDN
PO BOX 2000SPRINGDALEAR72765NONEPCEDUCATION$10,000
CHI OMEGA FOUNDATION
3395 PLAYERS CLUB PARKWAYMEMPHISTN38125NONEPCEDUCATION/ARTS$5,000
ARKANSAS ADVOCATES
1400 W MARKHAM ST SUITE 306LITTLE ROCKAR72201NONEPCFAMILY ADVOCACY$5,000
RAINFOREST TRUST
PO BOX 841WARRENTONVA20188NONEPCCLIMATE ADVOCACY$12,500
MAKE-A-WISH
1702 EAST HIGHLAND AVE STE 400PHOENIXAZ85016NONEPCCHILDRENS ADVOCACY$12,500
NATURAL RESOURCES DEFENSE COUNCIL
40 W 20TH STREETNEW YORKNY10011NONEPCCLIMATE ADVOCACY$12,500
CLEAN OCEAN ACTION
49 AVENEL BLVDLONG BRANCHNJ07740NONEPCENVIRONMENTAL ADVOCACY$12,500
SYMPHONY OF NORTHWEST ARKANSAS
PO BOX 1243FAYETTEVILLEAR72702NONEPCARTS-MUSIC$20,000
NWA WOMENS SHELTER
PO BOX 1059ROGERSAR72757NONEPCDOMESTIC VIOLENCE$25,000
CACHE
4100 CORPORATE CENTER DRIVE STE 205SPRINGDALEAR72762NONEPCEQUALITY ADVOCACY$17,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$250,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Related Or Exempt Function Incm$179RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Related Or Exempt Function Incm$27,931RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10,149,720RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10,177,830RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,177,830TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonROBERT BOGLEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line122 WIMBLEDON WAYAddressLine1Txt
CityROGERSCityNm
State AbbreviationARStateAbbreviationCd
ZIP72758ZIPCd
FieldValueIRS element (for citing)
Total Contributions$9,993,276TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property71,200 SHARES WALMART INC COMNoncashPropertyDesc
Fair Market Value$9,993,276FairMarketValueAmt
Received2021-06-08ReceivedDt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ISHARES - VARIOUS (BLACK ROCK)FMV$2,164,765$2,164,765
FIRST TR EXCH TRADED FD FIRST TRFMV$7,600,580$7,600,580

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER MISC EXPENSEDesc
Revenue And Expenses Per Books$30RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$30DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonROBERT BOGLEPersonNm

US Address USAddress

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

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