LISHA & CHAD BOWEN FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: LISHA & CHAD BOWEN FAMILY FOUNDATION INC (EIN 83-3086106)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-08-27
IRS object ID: 202522399349100922
Schema version: 2024v5.0
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
Form 990-PF
Schedule B
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-08-27T16:20:04-04:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	464272707	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	HAJEK & ASSOCIATES LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	5308 CENTRAL AVE	AddressLine1Txt
City	ST PETERSBURG	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33707	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	833086106	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LISHA & CHAD BOWEN FAMILY	BusinessNameLine1Txt
Business Name Line2	FOUNDATION INC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	LISH	BusinessNameControlTxt
Phone	8132291700	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5823 BOWEN DANIEL DRIVE UNIT 801	AddressLine1Txt
City	TAMPA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33616	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CHAD BOWEN	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8132291700	PhoneNum
Signature	2025-08-25	SignatureDt

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL HAJEK	PreparerPersonNm
PTIN	P00545790	PTIN
Phone	7273271239	PhoneNum
Preparation	2025-08-27	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$13,686	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$5,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$308	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$308	InterestOnSavNetInvstIncmAmt
Total Rev And Expnss	$5,308	TotalRevAndExpnssAmt
Total Net Invst Incm	$308	TotalNetInvstIncmAmt
Taxes Rev And Expnss	$61	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$15	OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$76	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,450	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,450	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,526	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$2,450	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$2,782	ExcessRevenueOverExpensesAmt
Net Investment Income	$308	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$10,904	CashBOYAmt
Cash EOY	$13,686	CashEOYAmt
Cash EOYFMV	$13,686	CashEOYFMVAmt
Total Assets BOY	$10,904	TotalAssetsBOYAmt
Total Assets EOY	$13,686	TotalAssetsEOYAmt
Total Assets EOYFMV	$13,686	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$10,904	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$13,686	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$10,904	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$13,686	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$10,904	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$13,686	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$10,904	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$2,782	ExcessRevenueOverExpensesAmt
Subtotal	$13,686	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$13,686	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$4	InvestmentIncomeExciseTaxAmt
Subtotal	$4	SubtotalAmt
Tax Based On Investment Income	$4	TaxBasedOnInvestmentIncomeAmt
Tax Due	$4	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	FL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	CHAD BOWEN	IndividualWithBooksNm
Phone	8132291700	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	5823 BOWEN DANIEL DRIVE UNIT 801	AddressLine1Txt
City	TAMPA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33616	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
CHAD BOWEN
5823 BOWEN DANIEL DRIVE UNIT 801	TAMPA	FL	33616	PRESIDENT	000.00	$0	$0	$0
KATHY MASSING
5823 BOWEN DANIEL DRIVE UNIT 801	TAMPA	FL	33616	TREASURER	000.00	$0	$0	$0
DIANNE CALLAHAN
5823 BOWEN DANIEL DRIVE UNIT 801	TAMPA	FL	33616	SECRETARY	000.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$12,396	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$12,396	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$12,396	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$186	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$12,210	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$611	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$611	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$4	TaxBasedOnInvestmentIncomeAmt
Total Tax	$4	TotalTaxAmt
Distributable Before Adj	$607	DistributableBeforeAdjAmt
Distributable Before Ded	$607	DistributableBeforeDedAmt
Distributable As Adjusted	$607	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$2,450	ExpensesAndContributionsAmt
Qualifying Distributions	$2,450	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$607	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3	$794	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$3,058	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$2,760	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$6,612	TotalExcessDistributionCyovAmt
Qualifying Distributions	$2,450	QualifyingDistributionsAmt
Applied To Current Year	$607	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,843	RemainingDistriFromCorpusAmt
Total Corpus	$8,455	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$8,455	ExcessDistriCyovToNextYrAmt
Excess From Year3	$794	ExcessFromYear3Amt
Excess From Year2	$3,058	ExcessFromYear2Amt
Excess From Year1	$2,760	ExcessFromYear1Amt
Excess From Current Year	$1,843	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
CASA
1011 1ST AVE N	ST PETERSBURG	FL	33705	501(C)(3)	SUPPORT VICTIMS OF DOMESTIC ABUSE	$100
HUMANE SOCIETY
3607 N ARMENIA AVE	TAMPA	FL	33607	501(C)(3)	SHELTER FOR HOMELESS PETS	$1,050
GIVEN GAIN
PO BOX 670	YORK	ME	03909	501(C)3)	DISBURSE CONTRIBUTIONS TO CHARITIES	$100
TAMPA THEATRE
711 N FRANKLIN STREET	TAMPA	FL	33602	501(3)(C)	BUILDING COMMUNITY THROUGH ENTERTAIN	$1,200

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,450	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$308	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$308	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$308	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	LISHA AND CHAD BOWEN	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	5823 BOWEN DANIEL DR UNIT 801	AddressLine1Txt
City	TAMPA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33606	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$5,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
PROCESSING FEES	$15

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT TAXES/LICENSES	CategoryTxt
Amt	$61	Amt

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