Bota Foundation: FY2020 Nonprofit Profile & Form 990 (EIN 23-7303138)

Revenue by fiscal year
FY2020	−$880K
FY2021	$2.5M
FY2022	$1.4M
FY2023	$866K
FY2024	$3.5M
FY2025	$4.1M

Expenses by fiscal year
FY2020	$1.1M
FY2021	$1.1M
FY2022	$1.5M
FY2023	$918K
FY2024	$923K
FY2025	$1.4M

Net assets by fiscal year
FY2020	$34.3M
FY2021	$42.0M
FY2022	$35.1M
FY2023	$37.6M
FY2024	$44.5M
FY2025	$49.5M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1973.

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

Where the money goes

86 cents of each dollar spent went to programs.

86%

14%

Program services 86% · $930K Management & general 14% · $146K

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

5 people listed on the 990.

Part VII, Section A · reportable compensation

John F Germ

Chairperson

$0Pt VII · Sec A

William R Russell

Treasurer

$0Pt VII · Sec A

Hugh J Moore JR ESQ.

Secretary

$0Pt VII · Sec A

Stephen Perry

At Large Member

$0Pt VII · Sec A

Jonathan F Kent ESQ.

At Large Member

$0Pt VII · Sec A

See Bota Foundation executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Accumulates funds and provides assistance to support Orange Grove Center's mission.

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1 program · $930K · in their own filed words · FY2019

01

Grant to Orange Grove

Unfunded clients - $45,276GRANT to orange grove - habilitation grant - $108,733GRANT to orange grove - submitted requests - $775,991

Form 990 Part III, line 4, FY2019. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 23-7303138) · Dispute this line

$930Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2023

Watersite FoundationFY2023$2K

Total grants receivedfrom 1 funder$2K

Grants paid · 4 grants · $3.9M · 2019–2022

Orange Grove Center INCTN · FY2022$756,915

Orange Grove Center INCTN · FY2021$1,304,720

Orange Grove Center INCTN · FY2020$895,710

Orange Grove Center INCTN · FY2019$930,000

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

−$880K

Ln 12

Investment incomeLn 3$687K

Money outPt IX

$1.1M

Ln 25

Programscol B$930K

Managementcol C$146K

Owns and owesPt X

$34.3M

net assets · Ln 32

Cash and savingsLn 1–2$19K

Total assetsLn 16$34.3M

LiabilitiesLn 26$0

PeoplePt VI, VII

5

listed · VII A

PaidVII A0

Voting boardVI 1a5

IndependentVI 1b5

2In more detail

Revenue in detailPt VIII

Investment incomeLn 3$687K

Gains on assetsLn 7−$1.6M

Total revenueLn 12−$880K

Assets in detailPt X, end of year

CashLn 1$19K

Cash and savings togetherLn 1–2$19K

Notes and loans receivableLn 7$920K

InvestmentsLn 11–13$33.3M

Other assetsLn 15$47K

Total assetsLn 16$34.3M

LiabilitiesLn 26$0

Net assetsLn 32$34.3M

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderAugust

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$11K	$19K
InvestmentsLn 11–13	$30.3M	$33.3M
Total assetsLn 16	$31.3M	$34.3M
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$31.3M	$34.3M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$930K	$930K
Investment management feesLn 11f	$144K		$144K
Other expenses (24a–d)Ln 24	$2K		$2K
Total functional expensesLn 25	$1.1M	$930K	$146K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 LatestFiled with the IRS Dec 19, 2025	$4.1M	$1.4M	$2.8M	$49.5M	990 PDF
FY2024Filed with the IRS Jan 23, 2025	$3.5M	$923K	$2.6M	$44.5M	990 PDF
FY2023Filed with the IRS Jan 16, 2024	$866K	$918K	−$52K	$37.6M	990 PDF
FY2022Filed with the IRS Jan 12, 2023	$1.4M	$1.5M	−$44K	$35.1M	990 PDF
FY2021Filed with the IRS Dec 1, 2021	$2.5M	$1.1M	$1.4M	$42.0M	990 PDF
FY2020 ViewingFiled with the IRS May 11, 2021	−$880K	$1.1M	−$2.0M	$34.3M	990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations

See the full FY2020 990

Part I · Summary −$879,875 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $0$0

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $2,968,728−$879,875

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $2,968,728−$879,875

I-13 Grants and similar amounts paidPrior year $975,000$930,000

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $136,086$146,265

I-18 Total expensesPrior year $1,111,086$1,076,265

I-19 Revenue less expensesPrior year $1,857,642−$1,956,140

Part VI · Governance 5 of 5 board members independent, 3 to look at

VI-1a Voting members of the governing body5

VI-1b Independent voting members5

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

Part VIII · Statement of revenue −$879,875 across 3 lines filed

VIII-3 Investment incomeExcluded from tax $687,139$687,139

VIII-7 Net gain or loss on sales of assetsExcluded from tax −$1,567,014−$1,567,014

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax −$879,875−$879,875

Part IX · Statement of functional expenses $1,076,265 across 3 lines filed

IX-1 Grants to domestic organizationsPrograms $930,000$930,000

IX-11f Investment management feesManagement $143,933$143,933

IX-24 Other expenses (24a–d)Management $2,332$2,332

IX-25 Total functional expensesPrograms $930,000 · Management $146,265 · Fundraising $0$1,076,265

Part X · Balance sheet $34,283,854 assets, 10 lines filed

X-1 Cash, non-interest-bearingStart of year $10,816$19,136

X-7 Notes and loans receivableStart of year $919,876$919,876

X-11 Publicly traded securitiesStart of year $30,164,313$33,187,917

X-12 Other securitiesStart of year $110,000$110,000

X-15 Other assetsStart of year $46,925$46,925

X-16 Total assetsStart of year $31,251,930$34,283,854

X-26 Total liabilitiesStart of year $0$0

X-27 Net assets without donor restrictionsStart of year $31,251,930$34,283,854

X-32 Total net assets or fund balancesStart of year $31,251,930$34,283,854

X-33 Total liabilities and net assetsStart of year $31,251,930$34,283,854

Part XI · Reconciliation of net assets $34,283,854 net assets at year end

XI-1 Total revenue−$879,875

XI-2 Total expenses$1,076,265

XI-3 Revenue less expenses−$1,956,140

XI-4 Net assets at start of year$31,251,930

XI-9 Other changes in net assets$4,988,064

XI-10 Net assets at end of year$34,283,854

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

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Bota Foundation FY2020 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Bota Foundation

Grant to Orange Grove

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV

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