Stanley and Roberta Bogen Charitable Foundation FY2020 filing

Tax-deductible

Palm Beach, FL501(c)(3)Foundations & GrantmakersEIN 94-3457573

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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
FY2024
latest Form 990-PF
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 4
filings with a surplus
Average surplus $258K a year · 31% of revenue · last 4 filings
Fine: a surplus in 3 of the last 4 filings.
990-PF Pt I · 4 filings
Cash reserves
2 mo
of spending, in cash
Fine: 2.1 months of spending in cash; 1 to 3.
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
$21K
Spent
$488K
Net assets
$3.6M
By yearFY2020–FY2024
Revenue
$21K
FY2020
Revenue by fiscal year
FY2020$21K
FY2022$1.3M
FY2023$1.0M
FY2024$1.0M
Expenses
$488K
FY2020
Expenses by fiscal year
FY2020$488K
FY2022$456K
FY2023$730K
FY2024$662K
Net assets
$3.6M
FY2020
Net assets by fiscal year
FY2020$3.6M
FY2022$3.1M
FY2023$3.2M
FY2024$3.1M

From the FY2020 Form 990 · see the original

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 2009.

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

Where the money goes

What each dollar paid for.

Grants & contributions paid 99% · $484K Operating & administrative 1% · $5K

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 Stanley and Roberta Bogen Charitable Foundation executive salaries →

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Programs and updates

A private foundation based in Palm Beach, FL.

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 · 54 grants · $646K · 2024–2024
New York-Presbyterian Fund INCNY · FY2024$169,120
The Kravis Center for the Performing ArtsFY2024$50,000
Birthright Israel FoundationNY · FY2024$35,000
Food for Needy IncorporatedFL · FY2024$33,667
Cedars-Sinai Medical CenterCA · FY2024$25,000
Prep for PrepNY · FY2024$15,000
Park Avenue SynagogueFY2024$11,043
The Public TheaterFY2024$10,000
The Allen-Stevenson School Annual FundFY2024$10,000
Palm Beach Opera INCFL · FY2024$10,000
American Friends of the Israel MuseumFY2024$10,000
New York Historical SocietyNY · FY2024$6,000
See all 54 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV33
Average grantPart XV$12K
Median grantPart XV$2K
Largest grantPart XV$169K
Top cause focusNTEEInternational (11%)

By the numbers

The FY2020 990-PF, line by line.

1The main four
Money in
$21K
Investment income$21K
Money out
$488K
Grants paid$484K
Running costs$5K
Owns and owes
$3.6M
net assets
Cash and savings$84K
Total assets$3.6M
Liabilities$0
2In more detail
Revenue in detail
Investment income$21K
Total revenue$21K
Assets in detailEnd of year
Cash and savings together$84K
Total assets$3.6M
Liabilities$0
Net assets$3.6M
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.0M$662K$361K$3.1M 990 PDF
FY2023 $1.0M$730K$320K$3.2M 990 PDF
FY2022 $1.3M$456K$817K$3.1M 990 PDF
FY2021 Not on file
FY2020 Viewing $21K$488K−$467K$3.6M 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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