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Nonprofit · EIN 27-3139347

BOSARGE FAMILY FOUNDATION

Tax-exempt · HOUSTON, TX 77056

Financials

$421K$678K2023$3.8M$407K2024
Revenue Expenses · by fiscal year end
Financials of BOSARGE FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$3,765,058$407,118$3,357,940$23,140,611$0$23,140,611
December 31, 2023990-PF$420,572$678,066-$257,494$20,630,656$5,763$20,624,893
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$874,695
Net gain from sales of assets
$1,810,032
Other income
$1,080,331

Expenses

Grants and similar amounts paid
$306,500
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$39,000
Disbursements for charitable purposes
$351,869
Excise tax on investment income
$52,334

Balance sheet and other

Total assets, start of year
$20,630,656
Total assets, end of year
$23,140,611
Total liabilities, end of year
$0
Net assets, end of year
$23,140,611
Fair market value of assets
$21,667,959
Qualifying distributions
$351,869
Net investment income
$3,765,058

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
WE BOSARGE JR
4801 WOODWAY DR STE 410W, HOUSTON, TX 77056
DIRECTOR/PRESIDENT5$0
SUZANNA MCVEY
4801 WOODWAY DR STE 410W, HOUSTON, TX 77056
DIRECTOR/VICE-PRESIDENT5$0
ANDREW BOSARGE
4801 WOODWAY DR STE 410W, HOUSTON, TX 77056
DIRECTOR/VICE-PRESIDENT5$0
JULIANNA HAVARD
4801 WOODWAY DR STE 410W, HOUSTON, TX 77056
SECRETARY/TREASURER5$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
WE BOSARGE JR
4801 WOODWAY DR STE 410W, HOUSTON, TX 77056
DIRECTOR/PRESIDENT5$0
SUZANNA MCVEY
4801 WOODWAY DR STE 410W, HOUSTON, TX 77056
DIRECTOR/VICE-PRESIDENT5$0
ANDREW BOSARGE
4801 WOODWAY DR STE 410W, HOUSTON, TX 77056
DIRECTOR/VICE-PRESIDENT5$0
JULIANNA RILEY
4801 WOODWAY DR STE 410W, HOUSTON, TX 77056
SECRETARY/TREASURER5$0

Address and contacts

Address (IRS master file)
4801 WOODWAY DR STE 410W, HOUSTON, TX 77056-1639
In care of
% W E BOSARGE JR
Signed the 990-PF
JULIANNA HAVARD, PRESIDENT
Phone
(713) 524-2854
Return prepared by
CHERRY BEKAERT ADVISORY LLC

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
27-3139347
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
2012
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$23,140,611
Income (IRS master file)
$4,196,899

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$3,765,058$407,118$23,140,611XML
990-TDecember 2024–––IRS
990-PFDecember 2023$420,572$678,066$20,630,656IRS
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-PFDecember 2017–––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 27-3139347).

Questions about BOSARGE FAMILY FOUNDATION

What is the EIN of BOSARGE FAMILY FOUNDATION?
The employer identification number (EIN) of BOSARGE FAMILY FOUNDATION is 27-3139347.
Is BOSARGE FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
Are donations to BOSARGE FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BOSARGE FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BOSARGE FAMILY FOUNDATION 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 BOSARGE FAMILY FOUNDATION 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 BOSARGE FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does BOSARGE FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,765,058, expenses of $407,118 and total assets of $23,140,611 at year end.

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