Nonprofit · EIN 11-3683099
BOGEN FAM CHARITABLE TR
Also known as BOGEN RICHARD TTEE
Tax-exempt · BOULDER, CO 80308
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $540 | $1,500 | -$960 | $20,479 | $0 | $20,479 |
| April 30, 2025 | 990-PF | $67 | $1,500 | -$1,433 | $21,439 | $0 | $21,439 |
| April 30, 2024 | 990-PF | $84 | $1,500 | -$1,416 | $22,872 | $0 | $22,872 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $540
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $750
Balance sheet and other
- Total assets, start of year
- $21,439
- Total assets, end of year
- $20,479
- Total liabilities, end of year
- $0
- Net assets, end of year
- $20,479
- Fair market value of assets
- $20,479
- Qualifying distributions
- $750
- Net investment income
- $540
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD BOGEN PO BOX 19948, BOULDER, CO 80308 | TRUSTEE | 2 | $0 |
| JODI BOGEN PO BOX 19948, BOULDER, CO 80308 | TRUSTEE | 1 | $0 |
| ANDREW BOGEN PO BOX 19948, BOULDER, CO 80308 | TRUSTEE | 1 | $0 |
990-PF for the year ended April 30, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD BOGEN PO BOX 19948, BOULDER, CO 80308 | TRUSTEE | 2 | $0 |
| JODI BOGEN PO BOX 19948, BOULDER, CO 80308 | TRUSTEE | 1 | $0 |
| ANDREW BOGEN PO BOX 19948, BOULDER, CO 80308 | TRUSTEE | 1 | $0 |
990-PF for the year ended April 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD BOGEN PO BOX 19948, BOULDER, CO 80308 | TRUSTEE | 2 | $0 |
| JODI BOGEN PO BOX 19948, BOULDER, CO 80308 | TRUSTEE | 1 | $0 |
| ANDREW BOGEN PO BOX 19948, BOULDER, CO 80308 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 19948, BOULDER, CO 80308-2948
- Signed the 990-PF
- RICHARD BOGEN, TRUSTEE
- Phone
- (201) 394-0207
- Return prepared by
- SHENKER ZACARESE & MARKS LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 11-3683099
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2003
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $20,479
- Income (IRS master file)
- $540
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $540 | $1,500 | $20,479 | XML |
| 990-PF | April 2025 | $67 | $1,500 | $21,439 | XML |
| 990-PF | April 2024 | $84 | $1,500 | $22,872 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 2020 | – | – | – | IRS |
| 990-PF | April 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 11-3683099).
Questions about BOGEN FAM CHARITABLE TR
- What is the EIN of BOGEN FAM CHARITABLE TR?
- The employer identification number (EIN) of BOGEN FAM CHARITABLE TR is 11-3683099.
- Is BOGEN FAM CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to BOGEN FAM CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BOGEN FAM CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BOGEN FAM CHARITABLE TR due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BOGEN FAM CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of BOGEN FAM CHARITABLE TR?
- The 990-PF for the year ended April 30, 2026 lists 3 people; 0 received compensation from the organization.
- How much revenue does BOGEN FAM CHARITABLE TR have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $540, expenses of $1,500 and total assets of $20,479 at year end.
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All nonprofits in BOULDER · Colorado · Philanthropy, voluntarism and grantmaking foundations