Bok Fam Foundation Tr
- Assets
- $37.4m
- Revenue
- $2.5m
- Investments
- $36.3m
- Employees
- 0
- Location
- Canaan, CT
- Founding
- 06/2005
- Data as of
- 12/2022
- EIN
- 25-6872863
Organization Overview
Bok Fam Foundation Tr is located in Canaan, CT. The organization was established in 2005. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bok Fam Foundation Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Bok Fam Foundation Tr generated $2.5m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (12.7%) each year. All expenses for the organization totaled $4.6m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Bok Fam Foundation Tr has awarded 135 individual grants totaling $24,898,400. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Scott L Bok Trustee | 0 | $0 | |
Roxanne Bok Trustee | 0 | $0 | |
Elliot P Bok Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $74,938 |
| Dividends & Interest | $888,918 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,323,133 |
| Capital Gain Net Income | $1,323,133 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $176,864 |
| Total Revenue | $2,463,853 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $35,075 |
| Taxes | $153,066 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $807,863 |
| Total operating and administrative expenses | $1,000,729 |
| Contributions, gifts, grants paid | $3,561,000 |
| Total expenses and disbursements | $4,561,729 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,165,989 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $24,486,648 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $37,431,884 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Bok Fam Foundation Tr has awarded $3,561,000 in support to 15 organizations.
| Grant Recipient | Amount |
|---|---|
CARE PURPOSE: CHARITABLE CONTRIBUTION - EDUCATION | $200,000 |
UNIVERSITY OF PENNSYLVANIA PURPOSE: CHARITABLE CONTRIBUTION - PRIVATE RESEARCH UNIVERSITY LOCATED IN PHILADELPHIA, PA | $1,070,000 |
PREP FOR PREP PURPOSE: CHARITABLE CONTRIBUTION - LEADERSHIP DEVELOPMENT PROGRAM | $300,000 |
HOTCHKISS SCHOOL PURPOSE: CHARITABLE CONTRIBUTION - COLLEGE PREPARATORY BOARDING SCHOOL LOCATED IN LAKEVILLE, CT | $100,000 |
WARNER THEATRE PURPOSE: CHARITABLE CONTRIBUTION - PERFORMING ARTS | | $25,000 |
SHAKESPEARE & COMPANY PURPOSE: CHARITABLE CONTRIBUTION - PRODUCTIONS AND CLASSICAL TRAINING | $50,000 |