2024-11-14T15:58:03-06:00 2023-12-31 131459550 FORVIS MAZARS LLP 135 WEST 50TH STREET NEW YORK NY 100200002 990PF 2023-01-01 237418090 BOLGER FOUNDATION BOLG 2016709270 79 CHESTNUT STREET RIDGEWOOD NJ 07450 JAMES T BOLGER PRESIDENT 2016709270 2024-11-14 1 0 ROBERT BRANT P00830055 2128127000 2023 2024-10-15 13:58:12Z X 33332146 X 8991012 407264 406983 718248 715006 405019 21672680 405019 337858 337858 10859401 1864866 0 0 0 20363 10182 10182 154939 154939 0 375965 375965 0 32022 32022 0 297968 290234 7418 881257 863342 17600 920051 920051 1801308 863342 937651 9058093 1001524 231158 336909 336909 340293 1044248 1026950 13483304 15968285 18820353 200159 801580 806822 6847507 11079558 12341112 21102421 29230580 33332146 0 0 0 X 0 0 0 0 21102421 29230580 21102421 29230580 21102421 29230580 21102421 9058093 0 30160514 929934 29230580 K-1 CERES ORION LP D 2022-09-16 2023-12-31 27134 -27134 -27134 K-1 HEDGEPREMIER/MILLENNIUM USA LP D 2023-09-30 2023-12-31 6272 6272 6272 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 102770 102770 102770 PUBLICLY TRADED SECURITIES 21562463 21240527 321936 321936 CAPITAL GAINS DIVIDENDS P 1042 1042 1042 405019 13921 0 13921 0 13921 3711 0 20000 0 23711 0 9790 9790 0 0 0 0 0 0 0 0 0 0 0 1 1 NJ 1 0 0 0 0 1 HTTPS://THEBOLGERFOUNDATION.ORG THE FOUNDATION 2016709270 79 CHESTNUT STREET RIDGEWOOD NJ 07450 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 MORGAN STANLEY 340 MOUNT KEMBLE AVENUE MORRISTOWN NJ 07960 INVESTMENT ADVISORY 154939 0 0 22648027 405484 7516953 30570464 0 0 30570464 458557 30111907 1505595 1505595 13921 13921 1491674 0 1491674 0 1491674 937651 0 937651 1491674 0 0 2398576 2398576 937651 0 0 0 937651 0 554023 554023 1844553 0 0 0 0 0 0 1844553 0 JAMES T BOLGER 79 CHESTNUT STREET RIDGEWOOD NJ 07450 2016709270 JTBOLGER@BOLGERANDCOMPANY.COM 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 SPRING FUNDING ACCEPTED NOV 1 - FEB 1; FALL FUNDING ACCEPTED JUN 1 - SEPT 1 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. BERGEN COUNTY HISTORICAL SOCIETY 120 MAIN STREET RIVER EDGE NJ 07661 NONE PC TO ASSIST THE ORG. IN ITS CHARITABLE FUNCTION 25000 CHILDREN'S THERAPY CENTER 29-01 BERKSHIRE ROAD FAIR LAWN NJ 07410 NONE PC TO ASSIST THE ORG. 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