BOLGER FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BOLGER FOUNDATION INC (EIN 23-7418090)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202423199349105507
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T15:58:03-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131459550 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS MAZARS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 WEST 50TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100200002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237418090 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOLGER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOLG | BusinessNameControlTxt |
| Phone | 2016709270 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 CHESTNUT STREET | AddressLine1Txt |
| City | RIDGEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07450 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES T BOLGER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2016709270 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT BRANT | PreparerPersonNm |
| PTIN | P00830055 | PTIN |
| Phone | 2128127000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,332,146 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,991,012 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $407,264 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $406,983 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $718,248 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $715,006 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $405,019 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,672,680 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $405,019 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $337,858 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $337,858 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,859,401 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,864,866 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,363 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,182 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,182 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $154,939 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $154,939 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $375,965 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $375,965 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,022 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32,022 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $297,968 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $290,234 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,418 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $881,257 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $863,342 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $920,051 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $920,051 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,801,308 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $863,342 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $937,651 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,058,093 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,001,524 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $231,158 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $336,909 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $336,909 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $340,293 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,044,248 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,026,950 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,483,304 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,968,285 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,820,353 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $200,159 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $801,580 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $806,822 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,847,507 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,079,558 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,341,112 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,102,421 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,230,580 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,332,146 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $21,102,421 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,230,580 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,102,421 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,230,580 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,102,421 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,230,580 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,102,421 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,058,093 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $30,160,514 | SubtotalAmt |
| Other Decreases | $929,934 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,230,580 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| K-1 CERES ORION LP | D | 2022-09-16 | 2023-12-31 | $27,134 | -$27,134 | -$27,134 | |
| K-1 HEDGEPREMIER/MILLENNIUM USA LP | D | 2023-09-30 | 2023-12-31 | $6,272 | $6,272 | $6,272 | |
| K-1 HEDGEPREMIER/MILLENNIUM USA SC LP | D | 2023-06-30 | 2023-12-31 | $133 | $133 | $133 | |
| K-1 RIEF LLC | P | 2023-12-31 | $102,770 | $102,770 | $102,770 | ||
| PUBLICLY TRADED SECURITIES | $21,240,527 | $321,936 | $321,936 | $21,562,463 | |||
| CAPITAL GAINS DIVIDENDS | P | $1,042 | $1,042 | $1,042 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $405,019 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,921 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,921 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,921 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,711 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,711 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,790 | OverpaymentAmt |
| Applied To ES Tax | $9,790 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://THEBOLGERFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2016709270 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 CHESTNUT STREET | AddressLine1Txt |
| City | RIDGEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JOHN G BOLGER | |||||||||
| C/O BOLGER FOUNDATION 79 CHESTNUT | STREET | RIDGEWOOD | NJ | 07450 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| THOMAS WELLS | |||||||||
| C/O WELLS JAWORSKI LIEBMAN 25D MAIN | STREET | BRISTOL | VT | 05443 | SECRETARY | 5.00 | $0 | $0 | $0 |
| JAMES T BOLGER | |||||||||
| C/O BOLGER FOUNDATION 79 CHESTNUT | STREET | RIDGEWOOD | NJ | 07450 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| KATHRYN A BYRNE | |||||||||
| C/O MAZARS USA LLP 135 WEST 50TH | STREET | NEW YORK | NY | 10020 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHAEL TOZZOLI | |||||||||
| 168 ROOSEVELT AVENUE | WESTWOOD | NJ | 07675 | TREASURER | 1.00 | $0 | $0 | $0 | |
| BETSIE BOLGER | |||||||||
| 5719 MARQUITA | DALLAS | TX | 75206 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 | |
| PATRICK CROWE | |||||||||
| 738 HILLCREST ROAD | RIDGEWOOD | NJ | 07450 | TRUSTEE | 1.00 | $0 | $0 | $0 | |
| AJ BOLGER | |||||||||
| 34 AMITY ROAD | WARWICK | NY | 10990 | ASSOCIATE TRUSTEE | 1.00 | $0 | $0 | $0 | |
| KAYLEE BOLGER | |||||||||
| 112 LINCOLN AVENUE | WEST MILFORD | NJ | 07480 | ASSOCIATE TRUSTEE | 1.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 340 MOUNT KEMBLE AVENUE | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $154,939 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,648,027 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $405,484 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,516,953 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,570,464 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,570,464 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $458,557 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,111,907 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,505,595 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,505,595 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,921 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,921 | TotalTaxAmt |
| Distributable Before Adj | $1,491,674 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,491,674 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,491,674 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $937,651 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $937,651 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,491,674 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,398,576 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $2,398,576 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $937,651 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $937,651 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $554,023 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $554,023 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,844,553 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,844,553 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JAMES T BOLGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 79 CHESTNUT STREET | AddressLine1Txt |
| City | RIDGEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07450 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2016709270 | RecipientPhoneNum |
| Recipient Email Address | JTBOLGER@BOLGERANDCOMPANY.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | ALL APPLICATIONS SHOULD BE SUBMITTED ONLINE THROUGH THE FOUNDATION'S WEBSITE. APPLICATIONS ARE NOT ACCEPTED IN ANY OTHER MEANS. THE ONLINE FORM REQUIRES PROOF OF EXEMPT STATUS, COPY OF FORM 990, FINANCIAL REPORT, BUDGET FOR PROJECT ALONG WITH PROJECT DETAILS. HTTPS://THEBOLGERFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SPRING FUNDING ACCEPTED NOV 1 - FEB 1; FALL FUNDING ACCEPTED JUN 1 - SEPT 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE DONATION FOCUS OF THE BOLGER FOUNDATION IS CONSERVATION AND PRESERVATION; THOSE UNDERPRIVILEGED AND UNDERSERVED; HEALTH, INCLUDING MENTAL HEALTH; COMMUNITY; AND EDUCATION. THE BOLGER FOUNDATION FAVORS CAPITAL PROJECTS, SUCH AS (BUT NOT LIMITED TO) HARD COSTS RELATED TO THE CONSTRUCTION OR PURCHASE OF NEW FACILITIES, BUILDING RENOVATIONS AND IMPROVEMENTS, PURCHASE OF CAPITAL EQUIPMENT AND FURNISHINGS, AND/OR OTHER ONE-TIME CAPITAL NEEDS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BERGEN COUNTY HISTORICAL SOCIETY | |||||||
| 120 MAIN STREET | RIVER EDGE | NJ | 07661 | NONE | PC | TO ASSIST THE ORG. IN ITS CHARITABLE FUNCTION | $25,000 |
| CHILDREN'S THERAPY CENTER | |||||||
| 29-01 BERKSHIRE ROAD | FAIR LAWN | NJ | 07410 | NONE | PC | TO ASSIST THE ORG. IN ITS CHARITABLE FUNCTION | $2,500 |
| DALLAS DOG NETWORK INC | |||||||
| 9019 LANSHIRE DR | DALLAS | TX | 75238 | NONE | PC | TO ASSIST THE ORG. IN ITS CHARITABLE FUNCTION | $2,500 |
| DAWN TREADER CHRISTIAN SCHOOL | |||||||
| 1 MARKET STREET | PATERSON | NJ | 07501 | NONE | PC | TO ASSIST THE ORG. IN ITS CHARITABLE FUNCTION | $125,000 |
| EASTERN CHRISTIAN SCHOOL ASSOCIATION | |||||||
| 50 OAKWOOD AVENUE | NORTH HALEDON | NJ | 07508 | NONE | PC | TO ASSIST THE ORG. IN ITS CHARITABLE FUNCTION | $10,000 |
| FIELDSTONE FARM THERAPEUTIC RIDING CENTER | |||||||
| 16497 SYNDER ROAD | CHAGRIN FALLS | OH | 44023 | NONE | PC | TO ASSIST THE ORG. IN ITS CHARITABLE FUNCTION | $2,500 |
| FLORIDA WILDLIFE CORRIDOR FOUNDATION | |||||||
| 2606 FAIRFIELD AVE S | ST PETERSBURGH | FL | 33712 | NONE | PC | TO ASSIST THE ORG. IN ITS CHARITABLE FUNCTION | $31,716 |
| FOS FEMINISTA | |||||||
| 125 MAIDEN LN | NEW YORK | NY | 07508 | NONE | PC | TO ASSIST THE ORG. IN ITS CHARITABLE FUNCTION | $2,500 |
| GOD'S KITCHEN | |||||||
| 200 SILVER LAKE DRIVE | PALATKA | FL | 32177 | NONE | PC | TO ASSIST THE ORG. IN ITS CHARITABLE FUNCTION | $25,000 |
| GREATER BERGEN COMMUNITY ACTION | |||||||
| 392 MAIN STREET | HACKENSACK | NJ | 07501 | NONE | PC | TO ASSIST THE ORG. IN ITS CHARITABLE FUNCTION | $125,000 |
| HANDS IN 4 YOUTH | |||||||
| 256 MACOPIN ROAD | WEST MILFORD | NJ | 07480 | NONE | PC | TO ASSIST THE ORG. IN ITS CHARITABLE FUNCTION | $10,000 |
| INSPIRE SPORTS CAMPS INC | |||||||
| PO BOX 1050 | MAYWOOD | NJ | 07607 | NONE | PC | TO ASSIST THE ORG. IN ITS CHARITABLE FUNCTION | $15,000 |
| MIDLAND PARK AMBULANCE CORP | |||||||
| 471 GODWIN AVE | MIDLAND PARK | NJ | 07432 | NONE | PC | TO ASSIST THE ORG. IN ITS CHARITABLE FUNCTION | $127,000 |
| MIDLAND PARK VOLUNTEER FIRE | |||||||
| 45 WITTE DRIVE | MIDLAND PARK | NJ | 07432 | NONE | PC | TO ASSIST THE ORG. IN ITS CHARITABLE FUNCTION | $5,000 |
| MOTE MARINE LABORATORY | |||||||
| 1600 KEN THOMPSON PARKWAY | SARASOTA | FL | 34236 | NONE | PC | TO ASSIST THE ORG. IN ITS CHARITABLE FUNCTION | $105,000 |
| MY POSSIBILITIES | |||||||
| 3601 MAPLE SHADE LANE | PLANO | TX | 75075 | NONE | PC | TO ASSIST THE ORG. IN ITS CHARITABLE FUNCTION | $25,000 |
| NEW YORK-NEW JERSEY TRAIL CONFERENCE | |||||||
| 156 RAMAPO VALLEY ROAD | MAHWAH | NJ | 07430 | NONE | PC | TO ASSIST THE ORG. IN ITS CHARITABLE FUNCTION | $50,000 |
| PUSH TO WALK | |||||||
| 100 BAUER DR | OAKLAND | NJ | 07436 | NONE | PC | TO ASSIST THE ORG. IN ITS CHARITABLE FUNCTION | $26,025 |
| RIDGEWOOD EMERGENCY SERVICES | |||||||
| 33 DOUGLAS PL | RIDGEWOOD | NJ | 07450 | NONE | PC | TO ASSIST THE ORG. IN ITS CHARITABLE FUNCTION | $100,000 |
| SELAH FREEDOM INC | |||||||
| PO BOX 21415 | SARASOTA | FL | 34276 | NONE | PC | TO ASSIST THE ORG. IN ITS CHARITABLE FUNCTION | $12,500 |
| SPCA OF TEXAS | |||||||
| 2400 LONE STAR DR | DALLAS | TX | 75212 | NONE | PC | TO ASSIST THE ORG. IN ITS CHARITABLE FUNCTION | $2,500 |
| SPECTRUM FOR LIVING DEVELOPMENT INC | |||||||
| 210 RIVERDALE ROAD | RIVERDALE | NJ | 07675 | NONE | PC | TO ASSIST THE ORG. IN ITS CHARITABLE FUNCTION | $8,300 |
| THE ARC OF ESSEC COUNTY INC | |||||||
| 123 NAYLON AVE | LIVINGSTON | NJ | 07039 | NONE | PC | TO ASSIST THE ORG IN ITS CHARITABLE FUNCTION | $32,010 |
| THE FRITZ BEHNKE HISTORICAL MUSEUM | |||||||
| 330 PARAMUS ROAD | PARAMUS | NJ | 07652 | NONE | PC | TO ASSIST THE ORG IN ITS CHARITABLE FUNCTION | $12,500 |
| VALLEY HOSPITAL FOUNDATION | |||||||
| 223 NORTH VAN DIEN AVENUE | RIDGEWOOD | NJ | 07450 | NONE | PC | TO ASSIST THE ORG. IN ITS CHARITABLE FUNCTION | $25,000 |
| WELLS MOUNTAIN FOUNDATION | |||||||
| 25 D MAIN STREET | BRISTOL | VT | 05443 | NONE | PC | TO ASSIST THE ORG. IN ITS CHARITABLE FUNCTION | $5,000 |
| WEST BERGEN MENTAL HEALTHCARE | |||||||
| 140 CHESTNUT STREET | RIDGEWOOD | NJ | 07450 | NONE | PC | TO ASSIST THE ORG. IN ITS CHARITABLE FUNCTION | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $920,051 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $407,264 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $718,248 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $337,858 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $405,019 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,868,389 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,868,389 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID F BOLGER TR UA OF THE DFB 14TH AMENDED & RESTATED RVOC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 ROUTE 17 NORTH - PO BOX 1827 | AddressLine1Txt |
| City | PARAMUS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07663 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,991,012 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | HEDGE FUND PARTNERSHIP INTEREST - HP MILLENIUM SC - CLASS HH | $615,051 | 2023-06-30 |
| 1 | HEDGE FUND PARTNERSHIP INTEREST - HP MILLENIUM LP - CLASS HH | $3,425,630 | 2023-09-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $20,363 | Amt |
| Net Investment Income | $10,182 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,182 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY 6955-200: CORPORATE BONDS | BondNm |
| EOY Book Value | $801,580 | EOYBookValueAmt |
| EOYFMV | $806,822 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY 6955-200: COMMON STOCK/EXCHANGE & CLOSED END | $15,468,285 | $17,866,103 |
| MORGAN STANLEY 7864-200: COMMON STOCK | $500,000 | $954,250 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,044,248 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,026,950 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RENAISSANCE INSTITUTIONAL EQUITIES FUND LLC | AT COST | $1,818,537 | $2,783,301 |
| MORGAN STANLEY 6955-200: MUTUAL FUNDS | AT COST | $4,863,996 | $4,955,018 |
| CERES ORION L.P. | AT COST | $356,344 | $317,151 |
| HP MILLENNIUM SC LP CLASS HH | AT COST | $615,051 | $670,237 |
| HP MILLENNIUM USA CLASS HH | AT COST | $3,425,630 | $3,615,405 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS (LOSSES) | Desc |
| Amt | $929,934 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE EXPENSE | $2,124 | $0 | $2,124 |
| BANK FEE | $128 | $0 | $128 |
| SUPPLIES | $5,133 | $0 | $5,133 |
| K-1 CERES ORION LP | $7,492 | $7,492 | $0 |
| K-1 RIEF LLC | $81,473 | $81,457 | $0 |
| K-1 HEDGEPREMIER/MILLENNIUM USA LP | $132,138 | $131,942 | $0 |
| K-1 HEDGEPREMIER/MILLENNIUM USA SC LP | $69,447 | $69,343 | $0 |
| ANNUAL FEE | $33 | $0 | $33 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME - K-1 RIEF LLC | $2,577 | $2,577 | $2,577 |
| OTHER INCOME - K-1 HEDGEPREMIER/MILLENNIUM USA LP | $219,183 | $219,183 | $219,183 |
| OTHER INCOME - K-1 HEDGEPREMIER/MILLENNIUM USA SC LP | $116,098 | $116,098 | $116,098 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $154,939 | Amt |
| Net Investment Income | $154,939 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $27,293 | $27,293 | $0 |
| K-1 RIEF LLC | $3,374 | $3,374 | $0 |
| K-1 HEDGEPREMIER/MILLENNIUM USA LP | $886 | $886 | $0 |
| K-1 HEDGEPREMIER/MILLENNIUM USA SC LP | $469 | $469 | $0 |