The Boger Charitable Trust FY2020 filing

Tax-deductible

Lincoln, MA501(c)(3)EIN 22-2776296Revenue $211K in FY2020

On file with the IRS59 Harvest Cir, 01773-3213 · Lincoln, MATax-exempt since Mar 1987Private non-operating foundation

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501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2020 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 6
filings with a surplus
Average deficit $174K a year · 174% of revenue · last 6 filings
Concern: a surplus in 0 of the last 6 filings.
990-PF Pt I · 6 filings
Cash reserves
23 mo
of spending, in cash
Looks good: 22.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$211K
Spent
$269K
Net assets
$2.1M
By yearFY2020–FY2025
Revenue
$211K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$211K
FY2021$56K
FY2022$70K
FY2023$60K
FY2024$199K
FY2025$3K
Expenses
$269K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$269K
FY2021$285K
FY2022$254K
FY2023$275K
FY2024$275K
FY2025$284K
Net assets
$2.1M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$2.1M
FY2021$1.9M
FY2022$1.7M
FY2023$1.5M
FY2024$1.5M
FY2025$1.3M

From the FY2020 Form 990 · see the original

Form 990 (PDF) Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1987.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 81% · $219K Operating & administrative 19% · $50K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

The filing lists no officers, directors or key staff.

Part VII, Section A · reportable compensation
See The Boger Charitable Trust executive salaries →

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Programs and updates

A private foundation based in Lincoln, MA.

Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 43 grants · $253K · 2025–2025
McLean HospitalFY2025$61,157
Emerson HospitalFY2025$52,821
Runway for RecoveryFY2025$31,280
Partnership of Native AmericansFY2025$15,000
Museum of Fine ArtsFY2025$15,000
Individual RecipientFY2025$10,444
Meadowbrook SchoolFY2025$10,000
Individual RecipientFY2025$5,500
Concord MuseumFY2025$5,500
Trinitarian Congregational ChurchFY2025$5,356
Newburyport Education FundFY2025$5,170
Port Recreation and Youth FoundationFY2025$5,000
Families FirstFY2025$5,000
Greater Boston Food BankFY2025$4,054
Doctors Withhout BordersFY2025$3,000
Nashoba Brooks SchoolFY2025$2,500
New England Life Planning CommunitiesFY2025$2,000
Individual RecipientFY2025$1,578
See all 43 grants →

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$6K
Median grantPart XV$1K
Largest grantPart XV$61K

By the numbers

The FY2020 990-PF, line by line.

1The main four
Money in
$211K
Investment income$211K
Money out
$269K
Grants paid$219K
Running costs$50K
Owns and owes
$2.1M
net assets
Cash and savings$507K
Total assets$2.1M
Liabilities$0
2In more detail
Revenue in detail
Investment income$211K
Total revenue$211K
Assets in detailEnd of year
Cash and savings together$507K
Total assets$2.1M
Liabilities$0
Net assets$2.1M
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $3K$284K−$281K$1.3M 990 PDF
FY2024 $199K$275K−$76K$1.5M 990 PDF
FY2023 $60K$275K−$215K$1.5M 990 PDF
FY2022 $70K$254K−$185K$1.7M 990 PDF
FY2021 $56K$285K−$229K$1.9M 990 PDF
FY2020 Viewing $211K$269K−$57K$2.1M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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