Bogle Family Foundation

WELLESLEY, MA EIN: 47-1858123

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

Research compiled by Grantable AI from public sources. Last updated April 2026.

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.

Ready to take the next step with Bogle Family Foundation?

Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in:

  • Massachusetts
  • Tennessee
  • Rhode Island

Grant Distribution by State

9states
+1 more states

Cities

BOSTONFAIRFIELDHAVERFORDMYSTICNANTUCKETNASHVILLENATUCKETNEEDHAMNEW ORLEANSPRINCETONQUINCYSAN DIEGOSIASCONSETSOMERVILEWARWICKWASHINGTONWELLESLEYWEST ROXBURY

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.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.1201920202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$238K$475K$713K$950K5 grants201912 grants202012 grants202113 grants202222 grants202328 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

BOYS AND GIRLS CLUB OF B…$200KVANGUARD CHARITABLE$100KMASS GENERAL HOSPITAL$75KBRIGHAM ANN ROMNEY CTR$50KDANA-FARBERBRIGHAM AND W…$50KNANTUCKET COTTAGE HOSPITAL$50KNANTUCKET RESOURCE PARTN…$50KVANDERBILT UNIVERSITY$50KBC HOSPITAL$25KBOSTON PREPARATORY CHART…$25K

Grant Size Distribution

87 grants across all recorded years

53<$50K24$50–100K8$100–250K$250–500K2$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Boys and Girls Club of Boston ($200,000), Vanguard Charitable ($100,000), Mass General Hospital ($75,000).

RecipientPurposeAmount
BC HOSPITAL BOSTON, MAGENERAL CONTRIBUTION.$25,000
BIG BROTHERS BIG SISTERS EAST MA BOSTON, MAGENERAL CONTRIBUTION$15,000
BOSTON PREPARATORY CHARTER PUBLIC SCHOOL BOSTON, MAGENERAL CONTRIBUTION.$25,000
BOYS AND GIRLS CLUB OF BOSTON BOSTON, MAGENERAL CONTRIBUTION.$200,000
BRIGHAM AND WOMENS HOSPITAL - GENERAL FUND BOSTON, MAGENERAL CONTRIBUTION.$25,000
BRIGHAM ANN ROMNEY CTR BOSTON, MAGENERAL CONTRIBUTION.$50,000
DANA-FARBERBRIGHAM AND WOMEN'S CANCER CENTER BOSTON, MAGENERAL CONTRIBUTION.$50,000
HARVEY FOUNDATION SAN DIEGO, CAGENERAL CONTRIBUTION$500
JUSTICE AID WASHINGTON, DCGENERAL CONTRIBUTION$2,500
MASS EYE AND EAR BOSTON, MAGENERAL CONTRIBUTION$25,000

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

NameTitleHoursCompensation
JOHN C BOGLE JRTRUSTEE1
LYNN I BOGLETRUSTEE10

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Bogle Family Foundation fund?

The foundation's primary funding focus areas include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Children and Youth Services • Youth Programs • Higher Education

How do I apply for a grant from Bogle Family Foundation?

**Grant Activity:** • Made 13 grants in 2023 • Total giving: $900,500 (based on 2024 filing data) • Typical award range: $100,000–$500,000 • Grant median: $25,000 • Grant maximum: $200,000 **Recent Grants (2023):** • Boys and Girls Clubs of Boston: $75,000 • Nantucket Resource Partnership: $50,000 • Vanderbilt University: $50,000 The foundation made 22 total grants according to the most recent tax filings.

Where does Bogle Family Foundation make grants?

The foundation primarily funds organizations in: • Massachusetts • Tennessee • Rhode Island

What size grants does Bogle Family Foundation award?

In 2024, Bogle Family Foundation awarded 28 grants totaling $901K — an average of about $32K per grant, based on its IRS Form 990 filings.

What is Bogle Family Foundation's EIN?

Bogle Family Foundation's EIN (Employer Identification Number) is 47-1858123. IRS Form 990 filing data is available on this page for 2019–2024.

Explore Open Grants

Browse active grant opportunities in Bogle Family Foundation's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

What could you do with Bogle Family Foundation on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities

Go from researching Bogle Family Foundation to a real strategy.

Plan your approach