Nonprofit · EIN 22-2776296
BOGER CHARITABLE TRUST
Tax-exempt · LINCOLN, MA 01773
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,501 | $283,690 | -$281,189 | $1,269,613 | $0 | $1,269,613 |
| December 31, 2024 | 990-PF | $198,746 | $274,710 | -$75,964 | $1,459,427 | $0 | $1,459,427 |
| December 31, 2023 | 990-PF | $59,799 | $274,736 | -$214,937 | $1,486,326 | $0 | $1,486,326 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $60,936
- Interest
- $1,147
- Net gain from sales of assets
- -$59,582
Expenses
- Grants and similar amounts paid
- $252,625
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $252,625
- Excise tax on investment income
- $483
Balance sheet and other
- Total assets, start of year
- $1,459,427
- Total assets, end of year
- $1,269,613
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,269,613
- Fair market value of assets
- $3,397,322
- Qualifying distributions
- $252,625
- Net investment income
- $62,083
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM P BOGER III 59 HARVEST CIRCLE, LINCOLN, MA 01773 | TRUSTEE | 0 | $0 |
| BARBARA C BOGER 59 HARVEST CIRCLE, LINCOLN, MA 01773 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM P BOGER III 29 IRVING STREET, CAMBRIDGE, MA 02138 | TRUSTEE | 0 | $0 |
| BARBARA C BOGER 29 IRVING STREET, CAMBRIDGE, MA 02138 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM P BOGER III 29 IRVING STREET, CAMBRIDGE, MA 02138 | TRUSTEE | 0 | $0 |
| BARBARA C BOGER 29 IRVING STREET, CAMBRIDGE, MA 02138 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 59 HARVEST CIR, LINCOLN, MA 01773-3213
- Signed the 990-PF
- BARBARA C BOGER, TRUSTEE
- Phone
- (617) 945-5666
- Return prepared by
- LYNCH FINK HARRINGTON & GRAY 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 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 | 990-PF 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
- 22-2776296
- 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
- 1987
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,269,613
- Income (IRS master file)
- $268,745
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,501 | $283,690 | $1,269,613 | IRS |
| 990-PF | December 2024 | $198,746 | $274,710 | $1,459,427 | IRS |
| 990-PF | December 2023 | $59,799 | $274,736 | $1,486,326 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 22-2776296).
Questions about BOGER CHARITABLE TRUST
- What is the EIN of BOGER CHARITABLE TRUST?
- The employer identification number (EIN) of BOGER CHARITABLE TRUST is 22-2776296.
- Is BOGER CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to BOGER CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BOGER CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BOGER CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BOGER CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BOGER CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does BOGER CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,501, expenses of $283,690 and total assets of $1,269,613 at year end.
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