EIN 27-4067736

John C Bogle Center for Financial Literacy

IRS 501(c) type
501(c)(3)
Num. employees
0
City
State
Year formed
2010
Most recent tax filings
2023-12-01
Description
John C. Bogle Center for Financial Literacy promotes the principles of successful investing and financial well-being through education and community. It supports the Bogleheads online forum and local Boglehead chapters, aiming to help investors begin or improve their investing journey by promoting low cost, efficient strategies for investing and savings.
Total revenues
$70,636
2023
Total expenses
$47,172
2023
Total assets
$266,542
2023
Num. employees
0
2023

Program areas at John C Bogle Center for Financial Literacy

The John C. Bogle Center for Financial Literacy hosted the 2023 Bogleheads Conference in Bethesda Maryland from October 13 - 15,2023. The conference featured speakers that shared information about investing, retirement planning, financial independence, and other personal finance topics.
The John C. Bogle Center for Financial Literacy continued work on the BogleCenter.net website, to share information about and encourage attendance to the 2023 conference. After the conference, videos of all sessions were made available free of charge.
The John C. Bogle Center for Financial Literacy supports the Bogleheads online forum through fee for service payments to two (2) non-employees. The forum is intended to help investors begin or improve their investing journey by promoting low cost, efficient strategies for investing, savings, and retirement planning.
The John C. Bogle Center for Financial Literacy sponsors the Bogleheads On Investing and Bogleheads Live podcasts. The podcasts are intended to further the Center's mission of promoting the principles of successful investing and financial well-being through education and community.
The John C. Bogle Center for Financial Literacy supports local Boglehead chapters, to further the Center's mission of promoting the principles of successful investing and financial well-being through education and community.

Personnel at John C Bogle Center for Financial Literacy

NameTitleCompensation
Benjamin HollandTreasurer$0
Michael PiperSecretary$0
Richard FerriPresident$0
William BernsteinVice President$0
Allan RothPast Volunteer Treasurer - Board Member$0
...and 1 more key personnel

Financials for John C Bogle Center for Financial Literacy

RevenuesFYE 12/2023
Total grants, contributions, etc.$27,599
Program services$26,026
Investment income and dividends$9,723
Tax-exempt bond proceeds$0
Royalty revenue$7,288
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$70,636

Form 990s for John C Bogle Center for Financial Literacy

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-09990View PDF
2022-122023-05-15990View PDF
2021-122022-05-15990EZView PDF
2020-122021-07-02990EZView PDF
2019-122020-12-17990EZView PDF
...and 5 more Form 990s

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Data update history
November 25, 2023
Posted financials
Added Form 990EZ for fiscal year 2021
July 5, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 29, 2023
Updated personnel
Identified 3 new personnel
May 16, 2023
Updated personnel
Identified 4 new personnel
October 24, 2021
Posted financials
Added Form 990EZ for fiscal year 2020
Nonprofit Types
Social advocacy organizationsHuman service organizationsFamily service centersHeadquarter / parent organizationsCharities
Issues
Human services
Characteristics
Partially liquidatedState / local levelTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
2028 E Ben White Blvd PMB 240-1975
Austin, TX 78741
Metro area
Austin-Round Rock-Georgetown, TX
County
Travis County, TX
Website URL
boglecenter.net/ 
Phone
(314) 328-9448
IRS details
EIN
27-4067736
Fiscal year end
December
Taxreturn type
Form 990
Year formed
2010
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
P50: Personal Social Services
NAICS code, primary
813319: Social Advocacy Organizations
Parent/child status
Independent
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