Nonprofit · EIN 54-1946363
JOHN K BOARDMAN JR FOUNDATION
Tax-exempt · APEX, NC 27539
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $456,521 | $1,004,437 | -$547,916 | $17,540,868 | $0 | $17,540,868 |
| December 31, 2023 | 990-PF | $453,927 | $1,078,434 | -$624,507 | $18,018,391 | $0 | $18,018,391 |
| December 31, 2021 | 990-PF | $8,098,377 | $78,140 | $8,020,237 | $9,445,224 | $0 | $9,445,224 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $544,889
- Net gain from sales of assets
- -$88,368
Expenses
- Grants and similar amounts paid
- $920,000
- Disbursements for charitable purposes
- $920,000
- Excise tax on investment income
- $6,499
Balance sheet and other
- Total assets, start of year
- $18,018,391
- Total assets, end of year
- $17,540,868
- Total liabilities, end of year
- $0
- Net assets, end of year
- $17,540,868
- Fair market value of assets
- $22,146,526
- Qualifying distributions
- $920,000
- Net investment income
- $544,889
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE M BOARDMAN 2040 BROOKVIEW DR, ATLANTA, GA 30318 | Director | 1 | $0 |
| HOLLOWAY B BURTON 4108 BRIARHURST WAY, APEX, NC 27539 | Director | 1 | $0 |
| ELIZABETH B GRANT 401 CHESTNUT LANE, WAYNE, PA 19087 | Director | 1 | $0 |
| MARILYN B HOUSE 1109 SILAS RIDGE COURT, WINSTON SALEM, NC 27106 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE M BOARDMAN 2040 BROOKVIEW DR, ATLANTA, GA 30318 | Director | 1 | $0 |
| HOLLOWAY B BURTON 4108 BRIARHURST WAY, APEX, NC 27539 | Director | 1 | $0 |
| ELIZABETH B GRANT 401 CHESTNUT LANE, WAYNE, PA 19087 | Director | 1 | $0 |
| MARILYN B HOUSE 1109 SILAS RIDGE COURT, WINSTON SALEM, NC 27106 | Director | 1 | $0 |
990-PF for the year ended December 31, 2021: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE M BOARDMAN 2040 BROOKVIEW DR, ATLANTA, GA 30318 | Director | 1 | $0 |
| HOLLOWAY B BURTON 1109 SILAS RIDGE COURT, WinstonSalem, NC 27106 | Director | 1 | $0 |
| ELIZABETH B GRANT 1109 SILAS RIDGE COURT, WINSTONSALEM, NC 27106 | Director | 1 | $0 |
| MARILYN B HOUSE 1109 SILAS RIDGE COURT, WINSTON SALEM, NC 27106 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4108 BRIARHURST WAY, APEX, NC 27539-8184
- In care of
- % JOHN K BOARDMAN JR
- Signed the 990-PF
- MARILYN HOUSE, Director
- Phone
- (540) 776-2145
- Return prepared by
- Foti Flynn Lowen & Co PC
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 | Not 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
- 54-1946363
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T122)
- Assets (IRS master file)
- $17,540,868
- Income (IRS master file)
- $3,002,291
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $456,521 | $1,004,437 | $17,540,868 | XML |
| 990-PF | December 2023 | $453,927 | $1,078,434 | $18,018,391 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $8,098,377 | $78,140 | $9,445,224 | XML |
| 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 54-1946363).
Questions about JOHN K BOARDMAN JR FOUNDATION
- What is the EIN of JOHN K BOARDMAN JR FOUNDATION?
- The employer identification number (EIN) of JOHN K BOARDMAN JR FOUNDATION is 54-1946363.
- Is JOHN K BOARDMAN JR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to JOHN K BOARDMAN JR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN K BOARDMAN JR FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN K BOARDMAN JR 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 JOHN K BOARDMAN JR 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 JOHN K BOARDMAN JR FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does JOHN K BOARDMAN JR FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $456,521, expenses of $1,004,437 and total assets of $17,540,868 at year end.
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