ROBERT W AND MARIE K BOGLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT W AND MARIE K BOGLE FOUNDATION (EIN 81-4984624)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-02
- IRS object ID
- 202521839349101152
- Schema version
- 2024v5.1
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-02T07:37:52-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814984624 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert W and Marie K Bogle Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT BOGLE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $460,961 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $130 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $130 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $56,099 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $56,099 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $156,229 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,229 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $266 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10,914 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $10,914 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,180 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,914 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,080 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,814 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $103,149 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,229 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $20,939 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,989 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,989 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $336,873 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $447,972 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $447,972 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $357,812 | TotalAssetsBOYAmt |
| Total Assets EOY | $460,961 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $460,961 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $357,812 | RetainedEarningBOYAmt |
| Retained Earning EOY | $460,961 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $357,812 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $460,961 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $357,812 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $460,961 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $357,812 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $103,149 | ExcessRevenueOverExpensesAmt |
| Subtotal | $460,961 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $460,961 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $782 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $782 | SubtotalAmt |
| Tax Based On Investment Income | $782 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $799 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $799 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $17 | EsPenaltyAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Robert W Bogle | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres, Dir, Sec, Treas | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,066 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $447,972 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $464,038 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $464,038 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,961 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $457,077 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,854 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,854 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $782 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $782 | TotalTaxAmt |
| Distributable Before Adj | $22,072 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,072 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,072 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,814 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $52,814 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,072 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $40,035 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,529 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $60,883 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $35,809 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $156,256 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,814 | QualifyingDistributionsAmt |
| Applied To Current Year | $22,072 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,742 | RemainingDistriFromCorpusAmt |
| Total Corpus | $186,998 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $40,035 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $146,963 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,529 | ExcessFromYear4Amt |
| Excess From Year3 | $60,883 | ExcessFromYear3Amt |
| Excess From Year1 | $35,809 | ExcessFromYear1Amt |
| Excess From Current Year | $30,742 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Robert W Bogle | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AFRICAN AMERICAN MUSEUM IN PHILADELPHIA | |||||||
| 701 ARCH ST | PHILADELPHIA | PA | 19106 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN CANCER SOCIETY INC | |||||||
| 1818 MARKET ST STE 2820 | PHILADELPHIA | PA | 19103 | N/A | PC | General & Unrestricted | $500 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| PO BOX 7023 | MERRIFIELD | VA | 22116 | N/A | PC | General & Unrestricted | $500 |
| BRIGHTER HORIZON | |||||||
| 739 WESTVIEW ST | PHILADELPHIA | PA | 19119 | N/A | PC | General & Unrestricted | $500 |
| CATHOLIC CHARITIES APPEAL OF THE ARCHDIOCESE OF PH | |||||||
| 222 N 17TH ST STE 708 | PHILADELPHIA | PA | 19103 | N/A | PC | General & Unrestricted | $200 |
| CHEYNEY UNIVERSITY OF PENNSYLVANIA | |||||||
| 1837 UNIVERSITY CIR | CHEYNEY | PA | 19319 | N/A | GOV | General & Unrestricted | $10,000 |
| FEEDING AMERICA | |||||||
| 161 N CLARK ST SUITE 700 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $500 |
| GERMANTOWN CHRISTIAN ASSEMBLY | |||||||
| 610 E MOUNT PLEASANT AVE | PHILADELPHIA | PA | 19119 | N/A | PC | General & Unrestricted | $1,000 |
| JEWISH FEDERATION OF GREATER PHILADELPHIA | |||||||
| 2 COMMERCE SQ 2001 MARKET ST 2300 | PHILADELPHIA | PA | 19103 | N/A | PC | General & Unrestricted | $200 |
| LINCOLN UNIVERSITY | |||||||
| 1570 BALTIMORE PIKE | LINCOLN UNIV | PA | 19352 | N/A | PC | General & Unrestricted | $3,000 |
| PENNSYLVANIA ACADEMY OF THE FINE ARTS | |||||||
| 128 N BROAD ST | PHILADELPHIA | PA | 19102 | N/A | PC | General & Unrestricted | $5,000 |
| PENNSYLVANIA CITIZENS FOR BETTER LIBRARIES | |||||||
| PO BOX 12822 | PITTSBURGH | PA | 15241 | N/A | PC | Friends of Yeadon Public Library Fund | $500 |
| PHILABUNDANCE | |||||||
| 3616 S GALLOWAY ST | PHILADELPHIA | PA | 19148 | N/A | PC | General & Unrestricted | $1,000 |
| PHILADELPHIA DANCE COMPANY | |||||||
| 9 N PRESTON ST 13 | PHILADELPHIA | PA | 19104 | N/A | PC | General & Unrestricted | $1,000 |
| SALEM BAPTIST CHURCH | |||||||
| 2741 WOODLAND RD | ABINGTON | PA | 19001 | N/A | PC | General & Unrestricted | $1,000 |
| SMITHSONIAN INSTITUTION | |||||||
| PO BOX 418320 | BOSTON | MA | 02241 | N/A | PC | General & Unrestricted | $1,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDES PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $500 |
| TEMPLE UNIVERSITY | |||||||
| PO BOX 2890 | NEW YORK | NY | 10116 | N/A | PC | General & Unrestricted | $5,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| PO BOX 71332 | PHILADELPHIA | PA | 19176 | N/A | PC | General & Unrestricted | $5,000 |
| UNITED NEGRO COLLEGE FUND INC | |||||||
| 1805 7TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 |
| WHYY INC | |||||||
| 150 N 6TH ST | PHILADELPHIA | PA | 19106 | N/A | PC | General & Unrestricted | $1,000 |
| ZOOLOGICAL SOCIETY OF PHILADELPHIA | |||||||
| 3400 W GIRARD AVE | PHILADELPHIA | PA | 19104 | N/A | PC | General & Unrestricted | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $130 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends And Interest From Sec Dtl | DividendsAndInterestFromSecDtl | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,099 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $56,229 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,229 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 Person | Bogle Robert W | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 Lincoln Ave | AddressLine1Txt |
| City | Yeadon | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MIDLAND NATIONAL ANNUITY CONTR | CategoryOrItemTxt |
| Book Value | $447,972 | BookValueAmt |
| EOYFMV | $447,972 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $10,889 | $10,889 |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY INCOME | Desc |
| Revenue And Expenses Per Books | $56,099 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $56,099 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Excise Tax for 2023 | CategoryTxt |
| Amt | $266 | Amt |