Bossak-heilbron Charitable

POTOMAC, MD EIN: 13-3862827

Financial Overview

From 2024 IRS Form 990-PF

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

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$81K$162K$244K$325K20202021202220232024
Metric202420232022
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

$0$71K$141K$212K$283K14 grants202012 grants202115 grants202213 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

JACOBS PILLOW$250KUW MEDICINE$10KLAFAYETTE COLLEGE$5KNAMI EAST SIDE$5KBIKES TOGETHER$5KMINDS MATTER BAY AREA$3KBRONX CHILDERN MUSEUM$3KAFGHAN GIRLS FINANCIAL A…$2K

Grant Size Distribution

62 grants across all recorded years

61<$50K$50–100K$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Bossak-heilbron Charitable fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ALAN HEILBRONPRESIDENT
DAVID HEILBRONTREASURER
GAIL STEINITZSECRETARY

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

13states
+5 more states

Cities

ArlingtonAustinBecketBeckettBostonBronxBrooklynDenverEastonFairfieldMontgomeryNew YorkRedmondRyeSan FranscisoSeattleSkillmanWashingtonWells

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

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