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Nonprofit · EIN 86-6473047

DR AND MRS BERNHARD BOECKER FOUNDATION CHARITABLE TR

Tax-exempt · SARASOTA, FL 34235

Financials

$112K$399K2023$425K$390K2024$348K$428K2025
Revenue Expenses · by fiscal year end
Financials of DR AND MRS BERNHARD BOECKER FOUNDATION CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF (amended)$347,899$427,523-$79,624$5,421,232$1,500$5,419,732
December 31, 2024990-PF$424,899$389,874$35,025$5,501,937$0$5,501,937
December 31, 2023990-PF$112,276$399,247-$286,971$5,475,802$0$5,475,802
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$132,116
Net gain from sales of assets
$215,783

Expenses

Grants and similar amounts paid
$293,814
Compensation of officers, directors and key employees
$72,938
Disbursements for charitable purposes
$293,814
Excise tax on investment income
$4,836

Balance sheet and other

Total assets, start of year
$5,501,937
Total assets, end of year
$5,421,232
Total liabilities, end of year
$1,500
Net assets, end of year
$5,419,732
Fair market value of assets
$8,019,748
Qualifying distributions
$293,814
Net investment income
$347,899

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.

NameTitleHours / weekCompensation
ELSBETH WASKOM
5129 willow links, sarasota, FL 34235
Trustee5$72,938
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
ELSBETH WASKOM
5129 willow links, sarasota, FL 34235
Trustee5$65,729
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
ELSBETH WASKOM
901 RIDGEWOOD AVE, VENICE, FL 34285
Trustee5$61,663

Address and contacts

Address (IRS master file)
5129 WILLOW LINKS, SARASOTA, FL 34235-2007
In care of
% ELSBETH G WASKOM
Signed the 990-PF
ELSBETH WASKOM, Trustee
Return prepared by
Robinson Gruters and Roberts

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
86-6473047
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
Assets (IRS master file)
$5,421,232
Income (IRS master file)
$988,084

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$332,556$427,523$5,421,232XML
990-PFDecember 2024$424,899$389,874$5,501,937XML
990-PFDecember 2023$112,276$399,247$5,475,802XML
990-PFDecember 2022–––IRS
990-PFDecember 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 86-6473047).

Questions about DR AND MRS BERNHARD BOECKER FOUNDATION CHARITABLE TR

What is the EIN of DR AND MRS BERNHARD BOECKER FOUNDATION CHARITABLE TR?
The employer identification number (EIN) of DR AND MRS BERNHARD BOECKER FOUNDATION CHARITABLE TR is 86-6473047.
Is DR AND MRS BERNHARD BOECKER FOUNDATION CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to DR AND MRS BERNHARD BOECKER FOUNDATION CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DR AND MRS BERNHARD BOECKER FOUNDATION CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of DR AND MRS BERNHARD BOECKER FOUNDATION CHARITABLE TR 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 DR AND MRS BERNHARD BOECKER FOUNDATION CHARITABLE TR 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 DR AND MRS BERNHARD BOECKER FOUNDATION CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $72,938 (ELSBETH WASKOM, Trustee).
How much revenue does DR AND MRS BERNHARD BOECKER FOUNDATION CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $347,899, expenses of $427,523 and total assets of $5,421,232 at year end.

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