Nonprofit · EIN 13-4217752
FRED E & THELMA V BOZE FOUNDATION
Tax-exempt · LOUISVILLE, KY 40232
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $328,324 | $231,916 | $96,408 | $2,452,704 | $0 | $2,452,704 |
| December 31, 2023 | 990-PF | $135,443 | $212,590 | -$77,147 | $2,356,296 | $0 | $2,356,296 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $81,901
- Net gain from sales of assets
- $246,423
Expenses
- Grants and similar amounts paid
- $170,000
- Compensation of officers, directors and key employees
- $24,000
- Disbursements for charitable purposes
- $195,499
- Excise tax on investment income
- $4,058
Balance sheet and other
- Total assets, start of year
- $2,356,296
- Total assets, end of year
- $2,452,704
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,452,704
- Fair market value of assets
- $4,334,150
- Qualifying distributions
- $195,499
- Net investment income
- $328,324
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LORRAINE RENEE ALLEN 500 W JEFFERSON ST 1ST FLOOR, LOUISVILLE, KY 40202 | TRUSTEE | 10 | $12,000 |
| LAWRENCE E ALLEN 500 W JEFFERSON ST 1ST FLOOR, LOUISVILLE, KY 40202 | TRUSTEE | 10 | $12,000 |
| BRYCE PAUL ALLEN 500 W JEFFERSON ST 1ST FLOOR, LOUISVILLE, KY 40202 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| L RENEE ALLEN 500 W JEFFERSON ST 1ST FLOOR, LOUISVILLE, KY 40202 | TRUSTEE | 10 | $6,000 |
| LAWRENCE E ALLEN 500 W JEFFERSON ST 1ST FLOOR, LOUISVILLE, KY 40202 | TRUSTEE | 10 | $6,000 |
| BRYCE PAUL ALLEN 500 W JEFFERSON ST 1ST FLOOR, LOUISVILLE, KY 40202 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 32760, LOUISVILLE, KY 40232-2760
- In care of
- % HILLIARD LYONS
- Signed the 990-PF
- LORRAINE RENEE ALLEN, TRUSTEE
- Phone
- (502) 588-4187
- Return prepared by
- SUMMIT CPA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-4217752
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,452,704
- Income (IRS master file)
- $625,203
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $328,324 | $231,916 | $2,452,704 | IRS |
| 990-PF | December 2023 | $135,443 | $212,590 | $2,356,296 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 13-4217752).
Questions about FRED E & THELMA V BOZE FOUNDATION
- What is the EIN of FRED E & THELMA V BOZE FOUNDATION?
- The employer identification number (EIN) of FRED E & THELMA V BOZE FOUNDATION is 13-4217752.
- Is FRED E & THELMA V BOZE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to FRED E & THELMA V BOZE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRED E & THELMA V BOZE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRED E & THELMA V BOZE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRED E & THELMA V BOZE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of FRED E & THELMA V BOZE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 2 received compensation from the organization, the highest $12,000 (LORRAINE RENEE ALLEN, TRUSTEE).
- How much revenue does FRED E & THELMA V BOZE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $328,324, expenses of $231,916 and total assets of $2,452,704 at year end.
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