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Nonprofiteer
← JIM AND JULI BOEHEIM FOUNDATION INC

Form 990 for tax year 2023

Filed by JIM AND JULI BOEHEIM FOUNDATION INC.

Totals

Total revenue
$788,018
Total expenses
$1,016,972
Contributions and grants received
$331,441
Grants paid
$908,975
Program service revenue
$0
Investment income
$53,288
Other revenue
$403,289
Total assets, end of year
$2,262,444
Total liabilities, end of year
$106,449
Net assets or fund balances, end of year
$2,155,995
Program services expenses (Part IX)
$931,628
Management and general expenses
$85,344
Fundraising expenses
$0
Program service expenses (Part III)
$931,628

Program services were 91.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $331,441

  • 3 · Investment income

    total $53,288 · related or exempt $53,288

  • 8a · Fundraising events: gross income

    $607,971

  • 8b · Fundraising events: direct expenses

    $204,682

  • 8c · Net income from fundraising events

    total $403,289 · excluded $403,289

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $908,975 · program services $908,975

  • 7 · Other salaries and wages

    total $39,000 · management and general $39,000

  • 10 · Payroll taxes

    total $3,689 · management and general $3,689

  • 11c · Fees: accounting

    total $14,969 · management and general $14,969

  • 12 · Advertising and promotion

    total $2,484 · management and general $2,484

  • 13 · Office expenses

    total $9,121 · management and general $9,121

  • 22 · Depreciation, depletion and amortization

    total $184 · management and general $184

  • 23 · Insurance

    total $7,032 · management and general $7,032

  • 24a · Other expenses: Kelly's Comfort Zone Cr

    total $22,653 · program services $22,653

  • 24b · Other expenses: Credit Card and Bank Fe

    total $8,865 · management and general $8,865

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $294,827 · end of year $461,967

  • 2 · Savings and temporary cash investments

    beginning of year $90,990 · end of year $46,925

  • 4 · Accounts receivable

    beginning of year $62,005 · end of year $14,140

  • 9 · Prepaid expenses and deferred charges

    beginning of year $600 · end of year $1,100

  • 10a · Land, buildings and equipment: cost or other basis

    $6,483

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,932

  • 10c · Land, buildings and equipment, net

    beginning of year $735 · end of year $551

  • 11 · Investments: publicly traded securities

    beginning of year $1,955,919 · end of year $1,737,761

  • 17 · Accounts payable and accrued expenses

    beginning of year $30,539 · end of year $26,449

  • 18 · Grants payable

    beginning of year $125,000 · end of year $70,000

  • 19 · Deferred revenue

    beginning of year $49,100 · end of year $10,000

  • 27 · Net assets without donor restrictions

    beginning of year $1,977,681 · end of year $1,961,709

  • 28 · Net assets with donor restrictions

    beginning of year $222,756 · end of year $194,286

Mission and programs · 2023

Mission

THE JIM AND JULI BOEHEIM FOUNDATION STRIVES TO ENRICH THE LIVES OF KIDS IN NEED WITHIN OUR CENTRAL NEW YORK COMMUNITY, AS WELL AS, PROVIDE SUPORT FOR ELIMINATING CANCER THROUGH RESEARCH AND ADVOCACY.

  • Over 40,000 children in disadvantage areas of central New York were assisted through grants from the Jim and Juli Boeheim Foundation. Grants were given to over 100 local nonprofit agencies.

    Expenses $931,628 · Grants $908,975

As filed on the 2023 return.

Listed in Part VII

  • James A Boeheim

    President

    Total calculated
    $0
    Hours/week
    5

  • Juli Boeheim

    Vice President

    Total calculated
    $0
    Hours/week
    5

  • Michael Bristol

    Vice President

    Total calculated
    $0
    Hours/week
    10

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
27 March 2024
IRS schema version
2023v5.0
Source object
202420879349300022

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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