Fred And Karen Bookey Foundation

El Dorado Hls, CA
Tax-exempt since March 2001
EIN: 42-1515032

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$25.8k (2024)

Expenses

$23.1k (2024)

Total Assets

$523k (2024)

Total Liabilities

$2.89k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2024

Revenue

$25,764

Expenses

$23,089

Net Income

$2,675

Net Assets

$519,943

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$38	0.1%
Dividends	$25,186	97.8%
Sales of Assets	$0
Other Income	$540	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,089	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$522,833
Total Liabilities	$2,890
Net Assets	$519,943

Compensation

Key Employees and Officers	Compensation	Other
Karen Bookey (President)	$0	$0

990-PF

Filed on Feb. 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending May
2023

Revenue

$24,041

Expenses

$9,919

Net Income

$14,122

Net Assets

$517,268

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31	0.1%
Dividends	$24,010	99.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,919	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$520,158
Total Liabilities	$2,890
Net Assets	$517,268

Compensation

Key Employees and Officers	Compensation	Other
Karen Bookey (President)	$0	$0

990-PF

Filed on Dec. 6, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending May
2022

Revenue

$19,298

Expenses

$27,936

Net Income

-$8,638

Net Assets

$503,146

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$19,297	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,936	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$503,146
Total Liabilities	$0
Net Assets	$503,146

Compensation

Key Employees and Officers	Compensation	Other
Fred Bookey (President & Ceo)	$0	$0
Karen Bookey (Vice President)	$0	$0

990-PF

Filed on Nov. 16, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2021

Revenue

$18,426

Expenses

$16,547

Net Income

$1,879

Net Assets

$511,783

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$18,424	100.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,547	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$511,784
Total Liabilities	$1
Net Assets	$511,783

Compensation

Key Employees and Officers	Compensation	Other
Fred Bookey (President & Ceo)	$0	$0
Karen Bookey (Vice President)	$0	$0

990-PF

Filed on Oct. 26, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2020

Revenue

$6,975

Expenses

$27,447

Net Income

-$20,472

Net Assets

$560,272

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$90	1.3%
Dividends	$16,618	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,447	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$560,273
Total Liabilities	$1
Net Assets	$560,272

Compensation

Key Employees and Officers	Compensation	Other
Fred Bookey (President & Ceo)	$0	$0
Karen Bookey (Vice President)	$0	$0

990-PF

Filed on April 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2019

Revenue

$23,956

Expenses

$32,261

Net Income

-$8,305

Net Assets

$514,063

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$22,182	92.6%
Sales of Assets	$1,768	7.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,261	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$514,064
Total Liabilities	$1
Net Assets	$514,063

Compensation

Key Employees and Officers	Compensation	Other
Fred Bookey (President & Ceo)	$0	$0
Karen Bookey (Vice President)	$0	$0

990-PF

Filed on April 21, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2018

Revenue

$33,678

Expenses

$25,217

Net Income

$8,461

Net Assets

$522,369

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,576	4.7%
Dividends	$16,962	50.4%
Sales of Assets	$15,140	45.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,217	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$522,369
Total Liabilities	$0
Net Assets	$522,369

Compensation

Key Employees and Officers	Compensation	Other
Fred Bookey (President & Ceo)	$0	$0
Karen Bookey (Vice President)	$0	$0

990-PF

Filed on April 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2017

Revenue

-$42,678

Expenses

$28,229

Net Income

-$70,907

Net Assets

$513,908

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,733
Dividends	$16,379
Sales of Assets	-$60,790
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,229	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$513,908
Total Liabilities	$0
Net Assets	$513,908

Compensation

Key Employees and Officers	Compensation	Other
Fred Bookey (President & Ceo)	$0	$0
Karen Bookey (Vice President)	$0	$0

990-PF

Filed on April 18, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2016

Revenue

$10,720

Expenses

$28,308

Net Income

-$17,588

Net Assets

$584,815

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,288	12.0%
Dividends	$16,770	> 100%
Sales of Assets	-$7,338
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,308	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$584,815
Total Liabilities	$0
Net Assets	$584,815

Compensation

Key Employees and Officers	Compensation	Other
Fred Bookey (President & Ceo)	$0	$0
Karen Bookey (Vice President)	$0	$0

990-PF

Filed on April 19, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2015

Revenue

$31,360

Expenses

$34,961

Net Income

-$3,601

Net Assets

$602,403

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,086	13.0%
Dividends	$18,661	59.5%
Sales of Assets	$8,613	27.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,961	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$602,403
Total Liabilities	$0
Net Assets	$602,403

Compensation

Key Employees and Officers	Compensation	Other
Fred Bookey (President & Ceo)	$0	$0
Karen Bookey (Vice President)	$0	$0

990-PF

Filed on April 19, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2014

Revenue

$27,391

Expenses

$27,158

Net Income

$233

Net Assets

$606,004

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,438	34.5%
Dividends	$14,005	51.1%
Sales of Assets	$3,948	14.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,158	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$606,004
Total Liabilities	$0
Net Assets	$606,004

Compensation

Key Employees and Officers	Compensation	Other
Fred Bookey (President & Ceo)	$0	$0
Karen Bookey (Vice President)	$0	$0

990-PF

Filed on April 20, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2013

Revenue

$39,400

Expenses

$33,879

Net Income

$5,521

Net Assets

$605,770

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,618	32.0%
Dividends	$11,637	29.5%
Sales of Assets	$15,145	38.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,528	96.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$605,771
Total Liabilities	$1
Net Assets	$605,770

990-PF

Filed on March 10, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2012

Revenue

$35,429

Expenses

$31,163

Net Income

$4,266

Net Assets

$600,250

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,498	43.7%
Dividends	$9,505	26.8%
Sales of Assets	$10,426	29.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,476	91.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$600,250
Total Liabilities	$0
Net Assets	$600,250

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2011

Revenue

$32,198

Expenses

$11,030

Net Income

$21,168

Net Assets

$595,984

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,079	46.8%
Dividends	$8,336	25.9%
Sales of Assets	$8,783	27.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,634	96.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$595,984
Total Liabilities	$0
Net Assets	$595,984

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending May
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending May
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending May
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending May
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated March 23, 2026

Fred And Karen Bookey Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $25.8k (2024)

Expenses $23.1k (2024)

Total Assets $523k (2024)

Total Liabilities $2.89k (2024)

Tax Filings by Year

Fiscal Year Ending May 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$25.8k (2024)

Expenses

$23.1k (2024)

Total Assets

$523k (2024)

Total Liabilities

$2.89k (2024)

Fiscal Year Ending May
2024

Fiscal Year Ending May
2023

Fiscal Year Ending May
2022

Fiscal Year Ending May
2021

Fiscal Year Ending May
2020

Fiscal Year Ending May
2019

Fiscal Year Ending May
2018

Fiscal Year Ending May
2017

Fiscal Year Ending May
2016

Fiscal Year Ending May
2015

Fiscal Year Ending May
2014

Fiscal Year Ending May
2013

Fiscal Year Ending May
2012

Fiscal Year Ending May
2011

Fiscal Year Ending May
2010

Fiscal Year Ending May
2009

Fiscal Year Ending May
2008

Fiscal Year Ending May
2007

Fiscal Year Ending May
2006

Fiscal Year Ending May
2005

Fiscal Year Ending May
2004

Fiscal Year Ending May
2003

Fiscal Year Ending May
2002