Bosarge Family Foundation

Private foundation · Grantmaker Houston, TX EIN: 27-3139347

Bosarge Family Foundation is a private foundation, based in Houston, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $23.1M in total assets. In 2024, it awarded 8 grants totaling $307K. Net investment income was $3.8M.

Key facts about Bosarge Family Foundation

In short: Bosarge Family Foundation gave $307K across 8 grants in 2024 (avg $38K), mostly in Maine. Source: 2024 IRS Form 990-PF.

EIN
27-3139347
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$306,500
Grants made (2024)
8
Average grant
$38,313
Median grant
$25,000
Total assets
$23,140,611
Primary geography
Maine (66% of itemized 2024 grant dollars)

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

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$23.1M

+12.2% YoY

Annual Giving

$307K

-37.6% YoY

Grant Count

8

-11.1% YoY

Avg Grant Size

$38K

-29.8% YoY

Under IRS private-foundation payout rules, Bosarge Family Foundation reported a distributable amount of $625K for 2024 — the minimum it must pay out in qualifying distributions.

How Bosarge Family Foundation gives

  • Giving fell 47% from 2021 to 2024. Method
  • In 2024 it paid out 56% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of 2024 grant dollars across all 8 itemized grants.

Cities

HoustonAustinBoothbay HarborTrevettPhiladelphiaAlexandriaBangorDallasPasadenaRestonSherman Oaks

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K$800K4 grants2020 4 grants2021 6 grants2022 9 grants2023 8 grants2024

From 2020 to 2024, annual grant giving ranged from $307K (2024) to $675K (2020). In 2024 it made 8 grants totaling $307K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

Friends of Thai Daughters Inc: $100KFriends of Thai Daughters Inc$100KBoothbay Region YMCA: $54KBoothbay Region YMCA$54KLifeflight of Maine: $50KLifeflight of Maine$50KCentral Texas Food Bank: $25KCentral Texas Food Bank$25KHouston Area Women's Center: $25KHouston Area Women's Center$25KMobile Loaves & Fishes: $25KMobile Loaves & Fishes$25KThe Safe Alliance: $25KThe Safe Alliance$25KSt Theresa Catholic School: $3KSt Theresa Catholic School$3K

The largest 2024 recipient was Friends of Thai Daughters Inc ($100K). Together the top 8 received $307K.

Grant Size Distribution

31 grants across all recorded years

16<$50K4$50–100K9$100–250K2$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 16 grants of 31 (52%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Friends of Thai Daughters Inc Trevett, MEJasmine Farm - 2ND Children's Home in Thailand$100,000
Boothbay Region YMCA Boothbay Harbor, MEFridge, Hannford Gift Cards, High School Initiative$53,500
Lifeflight of Maine Bangor, MEGeneral Support of Organization$50,000
Central Texas Food Bank Austin, TXGeneral Support of Organization$25,000
Houston Area Women's Center Houston, TXGeneral Support of Organization$25,000
Mobile Loaves & Fishes Austin, TXGeneral Support of Organization$25,000
The Safe Alliance Austin, TXGeneral Support of Organization$25,000
St Theresa Catholic School Houston, TXOperations and Student Programs$3,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$23,140,611$20,630,656$20,978,307
Revenue$3,765,058$420,572$146,472
Expenses$407,118$678,066$684,023
Qualifying Distributions$351,869$676,100$590,253
Net Investment Income$3,765,058$506,711$95,590
Distributable Amount$624,675$1,005,947$919,566

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Bosarge Family Foundation is led by We Bosarge Jr., Director & President on every filing since 2020; none of the 4 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • We Bosarge Jr.

    Director & President

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Andrew Bosarge

    Director & Vice President

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Suzanna McVey

    Director & Vice President

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Julianna Havard

    Secretary & Treasurer

    New on the 2024 filing

    5 hrs/week

    No compensation reported

Former officers (1)
  • Former: Julianna Riley (2020–2023) — Secretary & Treasurer

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Bosarge Family Foundation

How much does Bosarge Family Foundation give each year?

Bosarge Family Foundation gave $307K across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $491K across 9 grants.

What is Bosarge Family Foundation's typical grant size?

Bosarge Family Foundation's median grant in 2024 was $25,000, and its average grant was $38,313, across 8 grants on its 2024 IRS Form 990-PF.

Where does Bosarge Family Foundation give grants?

Bosarge Family Foundation gives mostly in Maine: 66% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Texas (34%). The most frequent recipient cities were Austin, TX (3 grants) and Houston, TX (2 grants).

Does Bosarge Family Foundation give general operating support?

Yes: 63% of Bosarge Family Foundation's 2024 grants with a stated purpose (5 of 8) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Bosarge Family Foundation's largest grantees?

Bosarge Family Foundation's largest 2024 grantees include Friends of Thai Daughters Inc ($100,000), Boothbay Region YMCA ($53,500) and Lifeflight of Maine ($50,000), according to its 2024 IRS Form 990-PF. Together they received 66% of its itemized 2024 grant dollars.

How large is Bosarge Family Foundation?

Bosarge Family Foundation reported $23.1M in total assets on its 2024 IRS Form 990-PF. It paid out $352K in qualifying distributions that year, against a required minimum of $625K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Bosarge Family Foundation's EIN?

Bosarge Family Foundation's EIN (Employer Identification Number) is 27-3139347. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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