Nonprofit · EIN 20-2843047
BONUS FUND
Tax-exempt · NAPLES, FL 34109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $628,552 | $1,027,756 | -$399,204 | $14,476,981 | $0 | $14,476,981 |
| December 31, 2024 | 990-PF | $13,883,447 | $285,288 | $13,598,159 | $14,902,473 | $0 | $14,902,473 |
| December 31, 2023 | 990-PF | $395,768 | $12,815 | $382,953 | $1,299,639 | $0 | $1,299,639 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $29,739
- Dividends
- $598,768
- Net gain from sales of assets
- $45
Expenses
- Grants and similar amounts paid
- $920,000
- Compensation of officers, directors and key employees
- $55,709
- Disbursements for charitable purposes
- $920,000
- Excise tax on investment income
- $6,826
Balance sheet and other
- Total assets, start of year
- $14,902,473
- Total assets, end of year
- $14,476,981
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,476,981
- Fair market value of assets
- $14,476,981
- Qualifying distributions
- $920,000
- Net investment income
- $598,813
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 |
|---|---|---|---|
| SARAH Q YOSHIDA 9057 WHIMBREL WATCH LANE 101, NAPLES, FL 34109 | MANAGING TRUSTEE | 0.75 | $37,049 |
| Marybeth McInnis Esq 807 TURNPIKE ST, NORTH ANDOVER, MA 01845 | CO-TRUSTEE | 0.25 | $18,660 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH Q YOSHIDA 9057 WHIMBREL WATCH LANE 101, NAPLES, FL 34109 | MANAGING TRUSTEE | 0.75 | $0 |
| Marybeth McInnis Esq 807 TURNPIKE ST, NORTH ANDOVER, MA 01845 | CO-TRUSTEE | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH Q YOSHIDA CO CURBSTONE FIN'L 741 CHESTNUT STREET, MANCHESTER, NH 03104 | MANAGING TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 9057 WHIMBREL WATCH LN UNIT 101, NAPLES, FL 34109-4409
- In care of
- % SARAH Q KIM YOSHIDA
- Signed the 990-PF
- SARAH Q YOSHIDA, TRUSTEE
- Phone
- (978) 771-0933
- Return prepared by
- Nardella & Taylor 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
- 20-2843047
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $14,476,981
- Income (IRS master file)
- $1,128,507
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $628,552 | $1,027,756 | $14,476,981 | XML |
| 990-PF | December 2024 | $13,883,447 | $285,288 | $14,902,473 | XML |
| 990-PF | December 2023 | $395,768 | $12,815 | $1,299,639 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 20-2843047).
Questions about BONUS FUND
- What is the EIN of BONUS FUND?
- The employer identification number (EIN) of BONUS FUND is 20-2843047.
- Is BONUS FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to BONUS FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BONUS FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BONUS FUND 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 BONUS FUND 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 BONUS FUND?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $37,049 (SARAH Q YOSHIDA, MANAGING TRUSTEE).
- How much revenue does BONUS FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $628,552, expenses of $1,027,756 and total assets of $14,476,981 at year end.
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All nonprofits in NAPLES · Florida · Philanthropy, voluntarism and grantmaking foundations