Skip to main content

Nonprofit · EIN 47-5499109

BOGER FAMILY FOUNDATION INC

Tax-exempt · BOSTON, MA 02205

Financials

$1.5M$3.8M2022$7.7M$4.4M2023$5.3M$4.6M2024
Revenue Expenses · by fiscal year end
Financials of BOGER FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$5,314,680$4,560,062$754,618$52,986,047$0$52,986,047
October 31, 2024990-PF$7,747,291$4,386,682$3,360,609$52,359,284$0$52,359,284
October 31, 2023990-PF$1,488,234$3,772,880-$2,284,646$49,083,591$0$49,083,591
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Contributions, gifts and grants
$1,492
Dividends
$1,492,802
Net gain from sales of assets
$3,658,085
Other income
$162,301

Expenses

Grants and similar amounts paid
$3,956,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$3,978,697
Excise tax on investment income
$66,815

Balance sheet and other

Total assets, start of year
$52,359,284
Total assets, end of year
$52,986,047
Total liabilities, end of year
$0
Net assets, end of year
$52,986,047
Fair market value of assets
$73,097,574
Qualifying distributions
$3,978,697
Net investment income
$5,313,188

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOSHUA BOGER
22 LIBERTY DRIVE APT PH2-F, BOSTON, MA 02210
PRESIDENT/CLERK/DIRECTOR2$0
AMY BOGER
22 LIBERTY DRIVE APT PH2-F, BOSTON, MA 02210
TREASURER/DIRECTOR2$0
990-PF for the year ended October 31, 2024: 2 people
NameTitleHours / weekCompensation
JOSHUA BOGER
22 LIBERTY DRIVE APT PH2-F, BOSTON, MA 02210
PRESIDENT/CLERK/DIRECTOR2$0
AMY BOGER
22 LIBERTY DRIVE APT PH2-F, BOSTON, MA 02210
TREASURER/DIRECTOR2$0
990-PF for the year ended October 31, 2023: 2 people
NameTitleHours / weekCompensation
JOSHUA BOGER
22 LIBERTY DRIVE APT PH2-F, BOSTON, MA 02210
PRESIDENT/CLERK/DIRECTOR2$0
AMY BOGER
22 LIBERTY DRIVE APT PH2-F, BOSTON, MA 02210
TREASURER/DIRECTOR2$0

Address and contacts

Address (IRS master file)
PO BOX 51400, BOSTON, MA 02205-1400
In care of
% MELISSA SAMPSON MCMORROW
Signed the 990-PF
JOSHUA BOGER, PRESIDENT
Phone
(617) 439-2000
Return prepared by
WOLF & COMPANY PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file

IRS record

EIN
47-5499109
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
2016
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$52,986,047
Income (IRS master file)
$5,483,021

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$5,314,680$4,560,062$52,986,047XML
990-TOctober 2025–––IRS
990-PFOctober 2024$7,747,291$4,386,682$52,359,284XML
990-TOctober 2024–––IRS
990-PFOctober 2023$1,488,234$3,772,880$49,083,591XML
990-TOctober 2023–––IRS
990-PFOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-PFOctober 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 47-5499109).

Questions about BOGER FAMILY FOUNDATION INC

What is the EIN of BOGER FAMILY FOUNDATION INC?
The employer identification number (EIN) of BOGER FAMILY FOUNDATION INC is 47-5499109.
Is BOGER FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to BOGER FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BOGER FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of BOGER FAMILY FOUNDATION INC due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BOGER FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of BOGER FAMILY FOUNDATION INC?
The 990-PF for the year ended October 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does BOGER FAMILY FOUNDATION INC have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $5,314,680, expenses of $4,560,062 and total assets of $52,986,047 at year end.

Other nonprofits in BOSTON

All nonprofits in BOSTON · Massachusetts · Philanthropy, voluntarism and grantmaking foundations