The Bogen Family Charitable Trust
The Bogen Family Charitable Trust is a private foundation, based in Boulder, CO. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $20K in total assets. In 2026, it made $750 in qualifying distributions.
The Bogen Family Charitable Trust at a glance
- Total assets
- $20,479
- -4.5% vs 2025
- Revenue (2026)
- $540
- +706.0% vs 2025
- Qualifying distributions (2026)
- $750
- +0.0% vs 2025
- Expenses (2026)
- $1,500
- +0.0% vs 2025
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who The Bogen Family Charitable Trust funds
How this funder distributes its grants
Grant Size Distribution
12 grants across all recorded years
The most common grant size was under $50K: 12 grants of 12 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
How The Bogen Family Charitable Trust gives
- Giving fell 83% from 2020 to 2023. Method
- In 2026 it paid out 74% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $14K (2023) to $110K (2021). In 2023 it made 5 grants totaling $14K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| There with Care Boulder, CO | Support for Families Facing Critical Illness | $9,500 |
| Boulder Community Hospital Foundation Boulder City, NV | Medical Services to Community | $1,500 |
| Boulder Jewish Community Center Boulder, CO | Religious - Judaism | $1,000 |
| Efaa Boulder, CO | Provides Basic Necessities to People in Need | $1,000 |
| I Have a Dream Foundation of Boulder County Boulder, CO | Support for Children of Under-Resourced Communities | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2026 | $20,479 | $540 | $1,500 | — | — | $750 | $1,020 |
| 2025 | $21,439 | $67 | $1,500 | — | — | $750 | $1,082 |
| 2024 | $22,872 | $84 | $1,500 | — | — | $750 | $1,177 |
| 2023 | $24,288 | $992 | $15,500 | $14,000 | 5 | $14,750 | $1,482 |
| 2022 | $38,796 | $5 | $54,000 | $52,000 | 7 | $53,000 | $2,608 |
| 2021 | $92,791 | $60 | $114,000 | $110,000 | 7 | — | $6,900 |
| 2020 | $206,731 | $-7,980 | $95,197 | $84,000 | 7 | — | $13,947 |
Under IRS private-foundation payout rules, The Bogen Family Charitable Trust reported a distributable amount of $1K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Bogen Family Charitable Trust's 2026 filing lists 3 officers; none of the 3 officers listed in 2026 report compensation.
Officers on the 2026 filing
Andrew Bogen
Trustee
On filings since 2020
1 hr/week
No compensation reported
Jodi Bogen
Trustee
On filings since 2020
1 hr/week
No compensation reported
Richard Bogen
Trustee
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Bogen Family Charitable Trust
How large is The Bogen Family Charitable Trust?
The Bogen Family Charitable Trust reported $20K in total assets on its 2026 IRS Form 990-PF. It paid out $750 in qualifying distributions that year, against a required minimum of $1K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does The Bogen Family Charitable Trust operate?
The Bogen Family Charitable Trust has awarded grants in Colorado, New Jersey, Nevada, New York.
What is The Bogen Family Charitable Trust's EIN?
The Bogen Family Charitable Trust's EIN (Employer Identification Number) is 11-3683099. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 11, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in The Bogen Family Charitable Trust's focus areas in our free grants database
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