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Nonprofit · EIN 25-6872863

BOK FAM FOUNDATION TR

Also known as BOK SCOTT L & BOK ROXANNE TTEE

Tax-exempt · CANAAN, CT 06018

Financials

$9.3M$4.3M2023$6.8M$5M2024
Revenue Expenses · by fiscal year end
Financials of BOK FAM FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$6,791,732$4,957,162$1,834,570$45,634,977$1,224,000$44,410,977
December 31, 2023990-PF$9,339,799$4,347,044$4,992,755$42,478,488$50,000$42,428,488
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$140,655
Dividends
$807,892
Interest
$153,309
Net gain from sales of assets
$5,295,129
Other income
$394,747

Expenses

Grants and similar amounts paid
$3,894,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$3,921,445
Excise tax on investment income
$79,925

Balance sheet and other

Total assets, start of year
$42,478,488
Total assets, end of year
$45,634,977
Total liabilities, end of year
$1,224,000
Net assets, end of year
$44,410,977
Fair market value of assets
$52,563,938
Qualifying distributions
$3,921,445
Net investment income
$6,634,375

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
SCOTT L BOK
145 EAST 76TH STREET APT 6, NEW YORK, NY 10021
TRUSTEE0$0
ROXANNE BOK
145 EAST 76TH STREET APT 6, NEW YORK, NY 10021
TRUSTEE0$0
ELLIOT P BOK
145 EAST 76TH STREET APT 6, NEW TORK, NY 10021
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
SCOTT L BOK
145 EAST 76TH STREET APT 6, NEW YORK, NY 10021
TRUSTEE0$0
ROXANNE BOK
145 EAST 76TH STREET APT 6, NEW YORK, NY 10021
TRUSTEE0$0
ELLIOT P BOK
145 EAST 76TH STREET APT 6, NEW TORK, NY 10021
TRUSTEE0$0

Address and contacts

Address (IRS master file)
PO BOX 966, CANAAN, CT 06018-0966
In care of
% SETH L STARR
Signed the 990-PF
SCOTT L BOK, TRUSTEE
Phone
(516) 874-8800
Return prepared by
FRANKEL LOUGHRAN STARR & VALLONE 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
25-6872863
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
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$45,634,977
Income (IRS master file)
$11,752,565

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$6,791,732$4,957,162$45,634,977XML
990-TDecember 2024–––IRS
990-PFDecember 2023$9,339,799$4,347,044$42,478,488XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 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 25-6872863).

Questions about BOK FAM FOUNDATION TR

What is the EIN of BOK FAM FOUNDATION TR?
The employer identification number (EIN) of BOK FAM FOUNDATION TR is 25-6872863.
Is BOK FAM FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to BOK FAM FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BOK FAM FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of BOK FAM FOUNDATION TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BOK FAM FOUNDATION TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of BOK FAM FOUNDATION TR?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does BOK FAM FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,791,732, expenses of $4,957,162 and total assets of $45,634,977 at year end.

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