Bogle Family Foundation

Foundation · Grantmaker 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.

Key facts about Bogle Family Foundation

EIN: 47-1858123
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $900,500
Grants made (2024): 28
Average grant: $32,161
Median grant: $25,000
Primary geography: Massachusetts (82% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated June 2026.

Who Bogle Family Foundation funds

By grant dollars, the top recipient states for Bogle Family Foundation's 28 itemized 2024 grants were Massachusetts (82%), Rhode Island (11%) and Tennessee (6%). The most frequent recipient cities were Boston, MA (9 grants), Nantucket, MA (6 grants) and Quincy, MA (2 grants). 100% of grants with a stated purpose were for general or operating support.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$901K

+13.3% YoY

Grant Count

+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.

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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

Massachusetts $735K (82%)

Rhode Island $100K (11%)

Tennessee $50K (6%)

Louisiana $10K (1%)

District of Columbia $3K (0%)

All other $3K (0%)

Share of all 28 itemized 2024 grant dollars.

States

California Connecticut District of Columbia Louisiana Massachusetts New Jersey Pennsylvania Rhode Island Tennessee

Cities

BostonNantucketNashvilleNeedhamWarwickQuincyNatucketPrincetonSiasconsetWest RoxburyFairfieldHaverfordMysticNew OrleansSan DiegoSomervileWashingtonWellesley

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

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

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

Recipient	Purpose	Amount
BOYS AND GIRLS CLUB OF BOSTON BOSTON, MA	GENERAL CONTRIBUTION.	$200,000
VANGUARD CHARITABLE WARWICK, RI	GENERAL CONTRIBUTION.	$100,000
MASS GENERAL HOSPITAL BOSTON, MA	GENERAL CONTRIBUTION.	$75,000
BRIGHAM ANN ROMNEY CTR BOSTON, MA	GENERAL CONTRIBUTION.	$50,000
DANA-FARBERBRIGHAM AND WOMEN'S CANCER CENTER BOSTON, MA	GENERAL CONTRIBUTION.	$50,000
NANTUCKET COTTAGE HOSPITAL NANTUCKET, MA	GENERAL CONTRIBUTION.	$50,000
NANTUCKET RESOURCE PARTNERSHIP INC NATUCKET, MA	GENERAL CONTRIBUTION.	$50,000
VANDERBILT UNIVERSITY NASHVILLE, TN	GENERAL CONTRIBUTION.	$50,000
BC HOSPITAL BOSTON, MA	GENERAL CONTRIBUTION.	$25,000
BOSTON PREPARATORY CHARTER PUBLIC SCHOOL BOSTON, MA	GENERAL 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

Name	Title	Hours	Compensation
JOHN C BOGLE JR	TRUSTEE	1	—
LYNN I BOGLE	TRUSTEE	10	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

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.