The Bogle Family Foundation is a private foundation designated as a 501(c)(3) organization, based in Wellesley, Massachusetts. The foundation was established in February 2015 and operates as a grantmaking foundation that primarily funds general contributions using dividends received from their brokerage account.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$901K
+13.3% YoY
Grant Count
28
+27.3% YoY
Avg Grant Size
$32K
-11.0% YoY
Mission & Focus Areas
The foundation's primary funding focus areas include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
- Children and Youth Services
- Youth Programs
- Higher Education
Grantmaking
The foundation made 22 total grants according to the most recent tax filings.
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in:
- Massachusetts
- Tennessee
- Rhode Island
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Revenue (2023):
- Total Assets: $16,460,870
- Total Revenues: $490,762
- Investment Income and Dividends: $424,022
- Total Expenses: $805,765
- Total Liabilities: $2,120,000
Assets (2024 filing):
- Total Assets: $18,217,862
The foundation has no employees and operates with zero staff compensation.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
87 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Trustees:
- John C Bogle Jr. (Trustee)
- Lynn I Bogle (Trustee, 10 hours per week)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN C BOGLE JR | TRUSTEE | 1 | — |
| LYNN I BOGLE | TRUSTEE | 10 | — |
Subject Areas
Focus areas based on grantmaking activity
Related Funders
Similar funders by location and focus area
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Total Given
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Total Given
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Communities for Restorative Justice
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Assets
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Hingham Historical Society Inc
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Assets
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Total Given
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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