Bossak-heilbron Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in POTOMAC, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $648K in total assets. In 2024, it awarded 8 grants totaling $283K. Net investment income was $43K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$648K
-7.0% YoY
Annual Giving
$283K
+276.7% YoY
Grant Count
8
-38.5% YoY
Avg Grant Size
$35K
+512.1% YoY
About Bossak-heilbron Charitable
Based on IRS filings
Bossak-heilbron Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in POTOMAC, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $648K in total assets. In 2024, it awarded 8 grants totaling $283K. Net investment income was $43K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $647,715 | $696,442 | $661,516 |
| Revenue | $238,463 | $125,641 | $77,354 |
| Expenses | $295,388 | $86,277 | $82,847 |
| Qualifying Distributions | $279,500 | $70,000 | $66,500 |
| Net Investment Income | $43,334 | $32,295 | $40,990 |
| Distributable Amount | $85,669 | $79,108 | $80,070 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
62 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ALAN HEILBRON | PRESIDENT | — | — |
| DAVID HEILBRON | TREASURER | — | — |
| GAIL STEINITZ | SECRETARY | — | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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