Nonprofit · EIN 47-1858123
BOGLE FAMILY FOUNDATION
Tax-exempt · WELLESLEY, MA 02481
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,660,248 | $887,778 | $772,470 | $19,656,539 | $4,840,161 | $14,816,378 |
| December 31, 2024 | 990-PF | $612,330 | $908,469 | -$296,139 | $18,217,862 | $4,173,954 | $14,043,908 |
| December 31, 2023 | 990-PF | $490,762 | $805,765 | -$315,003 | $16,460,870 | $2,120,823 | $14,340,047 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $364,233
- Net gain from sales of assets
- $1,264,873
- Other income
- $31,142
Expenses
- Grants and similar amounts paid
- $864,575
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $864,575
- Excise tax on investment income
- $23,077
Balance sheet and other
- Total assets, start of year
- $18,217,862
- Total assets, end of year
- $19,656,539
- Total liabilities, end of year
- $4,840,161
- Net assets, end of year
- $14,816,378
- Fair market value of assets
- $19,656,539
- Qualifying distributions
- $864,575
- Net investment income
- $1,660,248
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 |
|---|---|---|---|
| JOHN C BOGLE JR 36 CARISBROOKE ROAD, WELLESLEY, MA 02481 | TRUSTEE | 1 | $0 |
| LYNN I BOGLE 36 CARISBROOKE ROAD, WELLESLEY, MA 02481 | TRUSTEE | 10 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN C BOGLE JR 36 CARISBROOKE ROAD, WELLESLEY, MA 02481 | TRUSTEE | 1 | $0 |
| LYNN I BOGLE 36 CARISBROOKE ROAD, WELLESLEY, MA 02481 | TRUSTEE | 10 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN C BOGLE JR 36 CARISBROOKE ROAD, WELLESLEY, MA 02481 | TRUSTEE | 1 | $0 |
| LYNN I BOGLE 36 CARISBROOKE ROAD, WELLESLEY, MA 02481 | TRUSTEE | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 36 CARISBROOKE RD, WELLESLEY, MA 02481-1418
- Signed the 990-PF
- LYNN BOGLE, TRUSTEE
- Phone
- (781) 283-5000
- Return prepared by
- NEWBURG & COMPANY 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
- 47-1858123
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $19,656,539
- Income (IRS master file)
- $1,660,248
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,660,248 | $887,778 | $19,656,539 | XML |
| 990-PF | December 2024 | $612,330 | $908,469 | $18,217,862 | XML |
| 990-PF | December 2023 | $490,762 | $805,765 | $16,460,870 | 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 47-1858123).
Questions about BOGLE FAMILY FOUNDATION
- What is the EIN of BOGLE FAMILY FOUNDATION?
- The employer identification number (EIN) of BOGLE FAMILY FOUNDATION is 47-1858123.
- Is BOGLE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to BOGLE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BOGLE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BOGLE FAMILY FOUNDATION 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 BOGLE FAMILY FOUNDATION 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 BOGLE FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does BOGLE FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,660,248, expenses of $887,778 and total assets of $19,656,539 at year end.
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All nonprofits in WELLESLEY · Massachusetts · Philanthropy, voluntarism and grantmaking foundations