Bossak-Heilbron Charitable
Bossak-Heilbron Charitable is a private foundation based in Potomac, Maryland. It made 11 grants totaling $138,500 in filing year 2025, with grants designated for general purposes.
Bossak-Heilbron Charitable at a glance
In short: Bossak-Heilbron Charitable gave $139K across 11 grants in 2025 (avg $13K), mostly in Massachusetts. 45% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $138,500
- -51.0% vs 2024
- Grants made (2025)
- 11
- +37.5% vs 2024
- Average grant
- $12,591
- -64.3% vs 2024
- Median grant
- $5,000
- Total assets
- $818,600
- +26.4% vs 2024
- New grantees (estimate)
- 45% first-time grantees (5 of 11, 2025; small sample)
- Primary geography
- Massachusetts (54% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Bossak-Heilbron Charitable
- How to Apply
-
The foundation’s 2023 filing says it does not restrict giving to preselected organizations. It lists Alan B. Heilbron as the contact, says to see grant program requirements for the form and materials, and lists no restrictions on awards.
- Review Cycle
- None listed on the 2023 filing.
- Deadline
- None listed on the 2023 filing.
- Contact
Application contact: Alan B Heilbron
Mailing address: 9421 Thrush Lane, Potomac, MD 20854
Phone: (301) 325-0963
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Bossak-Heilbron Charitable funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Jacobs Pillow ($75K). Together the top 10 received $136K.
Grant Size Distribution
59 grants across all recorded years
The most common grant size was under $50K: 57 grants of 59 (97%).
Geographic Focus
Where this funder awards grants
The 2025 grant dollars went to recipients in multiple states. Massachusetts accounted for 54%, New York 17%, Washington 11%, Alabama 7%, and Indiana 4%.
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
States
Cities
Is Bossak-Heilbron Charitable open to new grantees?
45%
first-time grantees, 2025
In 2025, 5 of 11 grantees (45%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $6K; repeat grants $18K. How we count
Medians: $5K first-time, $8K repeat.
- 45% of 2025 grantees were also funded in 2024. Method
- Giving grew 108% from 2022 to 2025. Method
- In 2025 it paid out 165% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $58K (2021) to $283K (2024). In 2025 it made 11 grants totaling $139K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Jacobs Pillow Becket, MA | General Purposes | $75,000 |
| Onetable New York, NY | General Purposes | $11,000 |
| Southern Poverty Law Center Montgomery, AL | General Purposes | $10,000 |
| Uw Medicine Seattle, WA | General Purposes | $10,000 |
| ACA Kingswood Camp Scholarship Martinsville, IN | General Purposes | $5,000 |
| Gibney Dance New York, NY | General Purposes | $5,000 |
| Lafayette College - Intership Easton, PA | General Purposes | $5,000 |
| Bikes Together Denver, CO | General Purposes | $5,000 |
| Monica Bill Barns & Company New York, NY | General Purposes | $5,000 |
| NAMI East Side Redmond, WA | General Purposes | $5,000 |
Ready to take the next step with Bossak-Heilbron Charitable?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $818,600 | $310,000 | $136,916 | $138,500 | 11 | $133,500 | $43,180 | $80,974 |
| 2024 | $647,715 | $238,463 | $295,388 | $282,500 | 8 | $279,500 | $43,334 | $85,669 |
| 2023 | $696,442 | $125,641 | $86,277 | $75,000 | 13 | $70,000 | $32,295 | $79,108 |
| 2022 | $661,516 | $77,354 | $82,847 | $66,500 | 15 | $66,500 | $40,990 | $80,070 |
| 2021 | $638,266 | $54,307 | $76,680 | $57,500 | 12 | — | $35,606 | $67,895 |
| 2020 | $658,057 | $-11,085 | $70,786 | $59,500 | 14 | — | $33,530 | $61,603 |
| 2019 | $742,783 | $67,787 | $78,259 | $73,500 | 14 | — | $67,787 | $68,034 |
Under IRS private-foundation payout rules, Bossak-Heilbron Charitable reported a distributable amount of $81K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants went to organizations including Jacobs Pillow, OneTable, the Southern Poverty Law Center, UW Medicine, and Gibney Dance. OneTable describes its mission as encouraging Jewish young adults to explore Friday night Shabbat dinner as an opening to Jewish meaning, joy, and connection. The Southern Poverty Law Center describes its mission as advancing racial justice, dismantling white supremacy, strengthening intersectional movements, and advancing human rights.
Grantmaking
In filing year 2025, the foundation gave 11 grants totaling $138,500. Grant amounts ranged from $2,500 to $75,000, with a median of $5,000. The largest grants were $75,000 to Jacobs Pillow, $11,000 to OneTable, and $10,000 each to the Southern Poverty Law Center and UW Medicine. The filing lists all 11 grants as for general purposes.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Alan Heilbron as president, David Heilbron as treasurer, and Gail Steinitz as secretary.
Bossak-Heilbron Charitable is led by Alan B. Heilbron, President since 2022 (on filings since 2019); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Alan B. Heilbron
President
Treasurer → Director, 2021
Director → President, 2022
On filings since 2019
No compensation reported
Gail Steinitz
Secretary
On filings since 2019
No compensation reported
David Heilbron
Treasurer
On filings since 2021
No compensation reported
Former officers (1)
- Former: Jane Heilbron (2019–2021) — President
Data from IRS Form 990 filings, 2019–2025. "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 Bossak-Heilbron Charitable
How much does Bossak-Heilbron Charitable give each year?
Bossak-Heilbron Charitable gave $139K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $283K across 8 grants.
What is Bossak-Heilbron Charitable's typical grant size?
Bossak-Heilbron Charitable's median grant in 2025 was $5,000, and its average grant was $12,591, across 11 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Bossak-Heilbron Charitable that year got $6K on average.
Where does Bossak-Heilbron Charitable give grants?
Bossak-Heilbron Charitable gives mostly in Massachusetts: 54% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were New York (17%) and Washington (11%). The most frequent recipient cities were New York, NY (4 grants).
Does Bossak-Heilbron Charitable give general operating support?
Yes: 100% of Bossak-Heilbron Charitable's 2025 grants with a stated purpose (11 of 11) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Bossak-Heilbron Charitable's largest grantees?
Bossak-Heilbron Charitable's largest 2025 grantees include Jacobs Pillow ($75,000), Onetable ($11,000) and Southern Poverty Law Center ($10,000), according to its 2025 IRS Form 990-PF. Together they received 69% of its itemized 2025 grant dollars.
How large is Bossak-Heilbron Charitable?
Bossak-Heilbron Charitable reported $819K in total assets on its 2025 IRS Form 990-PF. It paid out $134K in qualifying distributions that year, against a required minimum of $81K (roughly 5% of its investment assets).
What does Bossak-Heilbron Charitable fund?
No mission statement for the foundation is provided. Its 2025 grants went to organizations including Jacobs Pillow, OneTable, the Southern Poverty Law Center, UW Medicine, and Gibney Dance. See mission & focus areas ↑
How do I apply for a grant from Bossak-Heilbron Charitable?
The foundation’s 2023 filing says it does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Bossak-Heilbron Charitable's EIN?
Bossak-Heilbron Charitable's EIN (Employer Identification Number) is 13-3862827. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 8, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS October 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 16, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS December 9, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 9, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Bossak-Heilbron Charitable funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Bossak-Heilbron Charitable's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Maryland
The New York Community Trust
New York, NY
The New York Community Trust funds nonprofit programs in areas such as arts, education, health, the environment, workforce development, and youth development, including projects that improve services, build organizational capacity, or advance policy and systems change. Its competitive grants mainly serve New York City, Long Island, and Westchester, with some national and international environmental funding; the 2024 median grant was $20,000. The profile does not state whether it accepts unsolicited requests.
Assets
$3.5B
Grants
2,748
Total Given
$193.8M
Silicon Valley Community Foundation
Mountain View, CA
Silicon Valley Community Foundation funds work in areas such as housing, economic security, education, health, the environment, arts and culture, and civic engagement, with Community Action Grants supporting local, community-led organizations in San Mateo and Santa Clara counties. Its 2024 grants had a median of $51,716, though amounts varied widely; applications depend on the program, and SVCF states that it does not accept unsolicited proposals for advised funds.
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
Bristol-Myers Squibb Foundation Inc
Princeton, NJ
The Bristol-Myers Squibb Foundation supports health access and stronger health systems, with a focus on adult and pediatric cancers, blood disorders, brain health, and clinical-trial participation in the United States, Brazil, India, and ten Sub-Saharan African countries. In 2024, its median grant was about $134,000, though awards varied widely; it does not state whether it accepts unsolicited requests, and advises prospective applicants to contact the Foundation about its process.
Assets
$83.3M
Grants
144
Total Given
$67.7M
Annie E Casey Foundation Inc
Baltimore, MD
The Annie E. Casey Foundation funds U.S. nonprofits and other partners working to improve outcomes for children and young people, including family strengthening, child welfare, education, employment, community development and juvenile justice. In 2024, grants ranged from $50 to $1,185,000, with a median of $40,000. Grants are by invitation only; it does not accept unsolicited requests.
Assets
$2.3B
Grants
1,462
Total Given
$93.1M
The Harry and Jeanette Weinberg
Owings Mills, MD
The Harry and Jeanette Weinberg Foundation funds direct services, programs, general operations, and capital projects in housing, health, jobs, education, and aging for low-income and vulnerable people. Its 2024 grants had a median of $50,000; its Small Grants Program offers up to $50,000 over two years, with funding focused on Baltimore, Hawaiʻi, Israel, and Northeastern Pennsylvania. It awards grants by invitation only and does not accept unsolicited requests.
Assets
$1.8B
Grants
872
Total Given
$127.8M
Johns Hopkins University
Baltimore, MD
Johns Hopkins University funds a broad range of education, research, health, and community-related work, with 2025 grants ranging from $5,500 to nearly $95 million and a median of $100,000; many of the largest awards were sub-awards. Its grants went to organizations across the U.S., with the largest shares in California and Maryland, and the profile does not state whether it accepts unsolicited requests.
Assets
$25.3B
Grants
813
Total Given
$594.1M
More similar funders
More Funders in Maryland
Cite this profile
Grantable. (2026). Bossak-Heilbron Charitable funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/bossak-heilbron-charitable-morg_797c9c3739684098832d07d270d42fb3
BibTeX
@misc{grantable_133862827_2026,
author = {{Grantable}},
title = {{Bossak-Heilbron Charitable funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/bossak-heilbron-charitable-morg_797c9c3739684098832d07d270d42fb3},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Bossak-Heilbron Charitable's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Bossak-Heilbron Charitable down — hundreds of funders to go?