BETA

BOGAN FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
BOGAN FAMILY FOUNDATION (EIN 87-6907108)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-11
IRS object ID
202611319349101726
Schema version
2025v4.1
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)
Return2026-05-11T09:55:36-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042759781PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WALDRON H RAND & CO PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1850 WASHINGTON STREET SUITE 200AddressLine1Txt
CityDEDHAMCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02026ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN876907108EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BOGAN FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O THOMAS F BOGAN TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBOGABusinessNameControlTxt
Phone6178352330PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line179675 TOM FAZIO DRIVE NAddressLine1Txt
CityLA QUINTACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92253ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS F BOGANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6178352330PhoneNum
Signature2026-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICKY DLUGASCHPreparerPersonNm
PTINP00172442PTIN
Phone7814495825PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,577,730FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,400,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$65,822DividendsRevAndExpnssAmt
Dividends Net Invst Incm$65,822DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,196NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,196GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,476,018TotalRevAndExpnssAmt
Total Net Invst Incm$65,822TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,737AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,737AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,177TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,914TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,737TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$655,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$655,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$662,914TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,737TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$655,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,813,104ExcessRevenueOverExpensesAmt
Net Investment Income$61,085NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,052,385CashBOYAmt
Cash EOY$50,987CashEOYAmt
Cash EOYFMV$50,987CashEOYFMVAmt
Other Investments BOY$3,162,903OtherInvestmentsBOYAmt
Other Investments EOY$6,526,743OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,526,743OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,215,288TotalAssetsBOYAmt
Total Assets EOY$6,577,730TotalAssetsEOYAmt
Total Assets EOYFMV$6,577,730TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,215,288RetainedEarningBOYAmt
Retained Earning EOY$6,577,730RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,215,288TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,577,730TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,215,288TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,577,730TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,215,288TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,813,104ExcessRevenueOverExpensesAmt
Other Increases$549,338OtherIncreasesAmt
Subtotal$6,577,730SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,577,730TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$849InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$849SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$849TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$30EsPenaltyAmt
Tax Due$879TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHOMAS F BOGANIndividualWithBooksNm
Phone6178352330PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line179675 TOM FAZIO DRIVE NAddressLine1Txt
CityLA QUINTACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92253ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS F BOGAN
79675 TOM FAZIO LANE NLA QUINTACA92253TRUSTEE1.00$0$0$0
KATHLEEN A BOGAN
79675 TOM FAZIO LANE NLA QUINTACA92253TRUSTEE1.00$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
Contractor Paid Over50k0ContractorPaidOver50kCnt

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$4,408,038AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$178,890AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,586,928TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,586,928AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$68,804CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,518,124NetVlNoncharitableAssetsAmt
Minimum Investment Return$225,906MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$225,906MinimumInvestmentReturnAmt
Tax Based On Investment Income$849TaxBasedOnInvestmentIncomeAmt
Total Tax$849TotalTaxAmt
Distributable Before Adj$225,057DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$225,057DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$225,057DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$655,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$655,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$225,057DistributableAsAdjustedAmt
Undistributed Income PY$166,954UndistributedIncomePYAmt
Prior Year12023PriorYear1Yr
Total For Prior Years$6,385TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$655,000QualifyingDistributionsAmt
Applied To Year1$166,954AppliedToYear1Amt
Applied To Prior Years$6,385AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$225,057AppliedToCurrentYearAmt
Remaining Distri From Corpus$256,604RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$256,604TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$6,385PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$256,604ExcessDistriCyovToNextYrAmt
Excess From Current Year$256,604ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTHOMAS F BOGANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
ARCHBISHOP WILLIAMS HIGH SCHOOL
80 INDEPENDENCE AVEBRAINTREEMA02184NCPURPOSE DESIGNATED BY THE RECIPIENT$510,000
ARTS CORPS
4408 DELRIDGE WY SW 110SEATTLEWA98106NCPURPOSE DESIGNATED BY THE RECIPIENT$10,000
CAPE KIDS MEALS INC
1336 MAIN ST SUITE AOSTERVILLEMA02655NCPURPOSE DESIGNATED BY THE RECIPIENT$3,000
CURE ALZHEIMERS FUND
34 WASHINGTON ST SUITE 310WELLESLEY HILLSMA02481NCPURPOSE DESIGNATED BY THE RECIPIENT$10,000
SOLOMON WRIGHT PUBLIC LIBRARY
PO BOX 400POWNALVT05261NCPURPOSE DESIGNATED BY THE RECIPIENT$1,000
EISENHOWER HEALTH FOUNDATION
39000 BOB HOPE DRIVERANCHO MIRAGECA92270NCPURPOSE DESIGNATED BY THE RECIPIENT$20,000
BRICKS FOR THE BLIND
321 WALNUT STREET 314NEWTONVILLEMA02460NCPURPOSE DESIGNATED BY THE RECIPIENT$5,000
EVERGREEN MOUNTAIN BIKE ALLIANCE
249 MAIN AVE S SUITE 107-188NORTH BENDWA98045NCPURPOSE DESIGNATED BY THE RECIPIENT$10,000
FARM SANCTUARY
PO BOX 150WATKINS GLENNY14891NCPURPOSE DESIGNATED BY THE RECIPIENT$5,000
HABITAT FOR HUMANITY OF CAPE COD INC
411 MA-6A 6YARMOUTHMA02675NCPURPOSE DESIGNATED BY THE RECIPIENT$5,000
NATIONAL PARK FOUNDATION
1500 K ST NW STE 700WASHINGTONDC20005NCPURPOSE DESIGNATED BY THE RECIPIENT$20,000
OLD TOWN ARTISAN STUDIOS
78046 CLL BARCELONALA QUINTACA92253NCPURPOSE DESIGNATED BY THE RECIPIENT$2,000
SHELDRICK WILDLIFE TRUST
NCPURPOSE DESIGNATED BY THE RECIPIENT$5,000PO BOX 15555MBAGATHINAIROBIKE00503
STONEHILL COLLEGE
320 WASHINGTON STNORTH EASTONMA02357NCPURPOSE DESIGNATED BY THE RECIPIENT$10,000
THE WILLIAM & LOIS MORROW QUARRY EMPLOYEE SCHOLARSHIP FUND
44801 VILLAGE COURT SUITE 201PALM DESERTCA92260NCPURPOSE DESIGNATED BY THE RECIPIENT$15,000
SOLID GROUND
1501 NORTH 45TH STREETSEATTLEWA98108NCPURPOSE DESIGNATED BY THE RECIPIENT$10,000
WILLOWBEND GIVES
261 WHITES PATH UNIT 2SOUTH YARMOUTHMA02664NCPURPOSE DESIGNATED BY THE RECIPIENT$10,000
FRIENDS OF MASHPEE LIBRARY
PO BOX 900MASHPEEMA02649NCPURPOSE DESIGNATED BY THE RECIPIENT$2,500
YOUTH ATHLETIC FOUNDATION OF CAPE COD
PO BOX 14WEST YARMOUTHMA02673NCPURPOSE DESIGNATED BY THE RECIPIENT$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$655,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$65,822ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$10,196ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$76,018ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$76,018TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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 PersonTHOMAS F AND KATHLEEN A BOGANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line179675 TOM FAZIO LN NAddressLine1Txt
CityLA QUINTACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92253ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,400,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$4,737Amt
Net Investment Income$4,737NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionTAXPAYER IS ELECTING TO APPLY CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO THE 2023 PREVIOUSLY UNDISTRIUBUTED INCOME OF $6,385.ElectionDesc

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetFIDELITY TOTAL MARKET INDEX FUNDAssetDesc
Acquired2024-01AcquiredDt
How AcquiredPURCHASEDHowAcquiredTxt
Sold2025-12SoldDt
Gross Sales Price$10,196GrossSalesPriceAmt
Basis MethodCOSTBasisMethodTxt
Sales Expense$0SalesExpenseAmt
Total Net$10,196TotalNetAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIDELITY TOTAL STOCK FUNDSFMV$5,916,510$5,916,510
FIDELITY TOTAL BOND FUNDSFMV$610,233$610,233

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED CAPITAL GAINDesc
Amt$549,338Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonTHOMAS F KATHLEEN A BOGANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line179675 TOM FAZIO LANEAddressLine1Txt
CityLA QUINTACityNm
State AbbreviationCAStateAbbreviationCd
ZIP922538011ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$2,977$0$0$0
CA FILING FEES$200$0$0$0

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