Nonprofit · EIN 86-2538799
BOZIE FOUNDATION
Tax-exempt · BENTONVILLE, AR 72712
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $777,315 | $1,093,905 | -$316,590 | $19,339,027 | $0 | $19,339,027 |
| December 31, 2023 | 990-PF | $620,403 | $525,140 | $95,263 | $19,655,617 | $0 | $19,655,617 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,150
- Dividends
- $545,903
- Interest
- $4,242
- Net gain from sales of assets
- $224,020
Expenses
- Grants and similar amounts paid
- $1,040,986
- Compensation of officers, directors and key employees
- $24,000
- Disbursements for charitable purposes
- $1,072,893
- Excise tax on investment income
- $10,531
Balance sheet and other
- Total assets, start of year
- $19,655,617
- Total assets, end of year
- $19,339,027
- Total liabilities, end of year
- $0
- Net assets, end of year
- $19,339,027
- Fair market value of assets
- $22,526,447
- Qualifying distributions
- $1,072,893
- Net investment income
- $774,165
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 |
|---|---|---|---|
| MARSHALL D MCKENZIE 508 NE 2ND ST, BENTONVILLE, AR 72712 | DIRECTOR | 5 | $24,000 |
| SAMUEL P MCKENZIE 507 E CENTRAL AVE, BENTONVILLE, AR 72712 | DIRECTOR | 0.25 | $0 |
| LARISSA MCKENZIE 507 E CENTRAL AVE, BENTONVILLE, AR 72712 | DIRECTOR | 0.25 | $0 |
| JAMES M MCKENZIE 2201 NW VASSAR CT, BENTONVILLE, AR 72712 | TREASURER | 0 | $0 |
| LESLIE ANN BOGLE MCKENZIE 2201 NW VASSAR CT, BENTONVILLE, AR 72712 | PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARSHALL D MCKENZIE 508 NE 2ND ST, BENTONVILLE, AR 72712 | DIRECTOR | 5 | $24,000 |
| SAMUEL P MCKENZIE 507 E CENTRAL AVE, BENTONVILLE, AR 72712 | DIRECTOR | 0.25 | $0 |
| LARISSA MCKENZIE 507 E CENTRAL AVE, BENTONVILLE, AR 72712 | DIRECTOR | 0.25 | $0 |
| JAMES M MCKENZIE 2201 NW VASSAR CT, BENTONVILLE, AR 72712 | TREASURER | 0 | $0 |
| LESLIE ANN BOGLE MCKENZIE 2201 NW VASSAR CT, BENTONVILLE, AR 72712 | PRESIDENT | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2201 NW VASSAR CT, BENTONVILLE, AR 72712-8582
- Signed the 990-PF
- LESLIE ANN BOGLE MCKENZIE, PRESIDENT
- Phone
- (479) 531-0738
- Return prepared by
- STAFFORD & WESTERVELT CHARTERED
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
- 86-2538799
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $19,339,027
- Income (IRS master file)
- $10,057,235
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $777,315 | $1,093,905 | $19,339,027 | IRS |
| 990-PF | December 2023 | $620,403 | $525,140 | $19,655,617 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 86-2538799).
Questions about BOZIE FOUNDATION
- What is the EIN of BOZIE FOUNDATION?
- The employer identification number (EIN) of BOZIE FOUNDATION is 86-2538799.
- Is BOZIE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to BOZIE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BOZIE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BOZIE 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 BOZIE 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 BOZIE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $24,000 (MARSHALL D MCKENZIE, DIRECTOR).
- How much revenue does BOZIE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $777,315, expenses of $1,093,905 and total assets of $19,339,027 at year end.
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All nonprofits in BENTONVILLE · Arkansas · Philanthropy, voluntarism and grantmaking foundations