Passes our checks

John C Bogle Center for Financial Literacy

EIN 27-4067736 · Austin, TX

Public records show a registered, tax-exempt organization in good standing.

What it says it does

TO EXPAND JOHN C. BOGLES LEGACY BY PROMOTING THE PRINCIPLES OF SUCCESSFUL INVESTING AND FINANCIAL WELL-BEING THROUGH EDUCATION AND COMMUNITY.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Fair: 62 out of 100. Higher than 46% of charities in its peer group (human services, under $250k).

Independent board
25 of 25
9 of 9 voting board members are independent.
Conflict of interest policy
0 of 15
Reports no written conflict of interest policy.
Whistleblower policy
0 of 8
Reports no written whistleblower policy.
Record keeping policy
0 of 7
Reports no written policy on keeping and destroying records.
Board minutes
5 of 5
Keeps minutes of board meetings.
Board sees the tax return
10 of 10
Gave the board a copy of this return before filing it.
No reported misuse
10 of 10
Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (5)

$28,750 spent. THE JOHN C. BOGLE CENTER FOR FINANCIAL LITERACY HOSTED THE 2024 BOGLEHEADS CONFERENCE IN MINNEAPOLIS, MN FROM SEPTEMBER 27-29, 2024 THE CONFERENCE FEATURED SPEAKERS THAT SHARED INFORMATION ABOUT INVESTING, RETIREMENT PLANNING, FINANCIAL INDEPENDENCE, AND OTHER PERSONAL FINANCIAL TOPICS.
$3,568 spent. THE JOHN C. BOGLE CENTER FOR FINANCIAL LITERACY CONTINUED WORK ON THE BOGLECENTER.NET WEBSITE, TO SHARE INFORMATION ABOUT AND ENCOURAGE ATTENDANCE TO THE 2024 CONFERENCE. AFTER THE CONFERENCE, VIDEOS OF ALL SESSIONS WERE MADE AVAILABLE FREE OF CHARGE.
$1,015 spent. THE JOHN C. BOGLE CENTER FOR FINANCIAL LITERACY SUPPORTS LOCAL BOGLEHEAD CHAPTERS, TO FURTHER THE CENTERS MISSION OF PROMOTING THE PRINCIPLES OF SUCCESSFUL INVESTING AND FINANCIAL WELL-BEING THROUGH EDUCTION AND COMMUNITY.
$766 spent. THE JOHN C. BOGLE CENTER FOR FINANCIAL LITERACY SPONSORS THE BOGLEHEADS ON INVESTING AND BOGLEHEADS LIVE PODCASTS, AS WELL AS AN EMAIL MAILING LIST. THE PODCASTS AND MAILING LIST ARE INTENDED TO FUTHER THE CENTERS MISSION OF PROMOTING THE PRINCIPLES OF SUCCESSFUL INVESTING AND FINANCIAL WELL-BEING THROUGH EDUCATION AND COMMUNITY.
THE JOHN C. BOGLE CENTER FOR FINANCIAL LITERACY SPONSORS THE BOGLEHEADS ON INVESTING 766. 0. 0.

Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated October 13, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated October 13, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2024.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since February 2012.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated October 13, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 21, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.