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
Under IRS private-foundation payout rules, Bossak-heilbron Charitable reported a distributable amount of $86K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Jacobs Pillow ($250,000), Uw Medicine ($10,000), Lafayette College ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BRONX CHILDERN MUSEUM NEW YORK, NY | GENERAL PURPOSES | $2,500 |
| LAFAYETTE COLLEGE EASTON, PA | GENERAL PURPOSES | $5,000 |
| NAMI EAST SIDE REDMOND, WA | GENEARAL PURPOSES | $5,000 |
| UW MEDICINE SEATTLE, WA | GENERAL PURPOSES | $10,000 |
| AFGHAN GIRLS FINANCIAL ASSISTANCE SKILLMAN, NJ | GENERAL PURPOSES | $2,000 |
| BIKES TOGETHER DENVER, CO | GENERAL PURPOSES | $5,000 |
| JACOBS PILLOW BECKET, MA | GENERAL PURPOSES | $250,000 |
| MINDS MATTER BAY AREA SAN FRANSCISO, CA | GENERAL PURPOSES | $3,000 |
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
Frequently Asked Questions
What is Bossak-heilbron Charitable?
Bossak-heilbron Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in POTOMAC, MD. It holds $648K in total assets as of 2024.
How large is Bossak-heilbron Charitable?
As of 2024, Bossak-heilbron Charitable holds $648K in total assets with $238K in annual revenue. It awarded 8 grants totaling $283K in 2024.
Where does Bossak-heilbron Charitable operate?
Bossak-heilbron Charitable has awarded grants in Alabama, California, Colorado, Connecticut, District of Columbia, Massachusetts, Maine, New Jersey, New York, Pennsylvania, Texas, Virginia, Washington.
What size grants does Bossak-heilbron Charitable award?
In 2024, Bossak-heilbron Charitable awarded 8 grants totaling $283K — an average of about $35K per grant, based on its IRS Form 990 filings.
How much is Bossak-heilbron Charitable required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bossak-heilbron Charitable reported a distributable amount of $86K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Bossak-heilbron Charitable's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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