The Sager Family Traveling Foundation

Foundation · Grantmaker BOSTON, MA EIN: 04-3528688

The Sager Family Traveling Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 4 grants totaling $239K. Net investment income was $39K.

Key facts about The Sager Family Traveling Foundation

EIN: 04-3528688
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $239,209
Grants made (2024): 4
Average grant: $59,802
Median grant: $6,000
Total assets: $2,043,994
Primary geography: Massachusetts (100% of itemized 2024 grant dollars)

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

Who The Sager Family Traveling Foundation funds

By grant dollars, the top recipient states for The Sager Family Traveling Foundation's 4 itemized 2024 grants were Massachusetts (100%). 100% of grants with a stated purpose were for general or operating support.

How The Sager Family Traveling Foundation gives

Giving fell 52% from 2021 to 2024. Method
In 2024 it paid out 542% of its IRS minimum distribution (the 5% rule). Method

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

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.0M

-12.8% YoY

Annual Giving

$239K

+443.7% YoY

Grant Count

-33.3% YoY

Avg Grant Size

$60K

+715.5% YoY

Under IRS private-foundation payout rules, The Sager Family Traveling Foundation reported a distributable amount of $61K for 2024 — the minimum it must pay out in qualifying distributions.

About The Sager Family Traveling Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $238K (100%)

New York $1K (0%)

Share of all 4 itemized 2024 grant dollars.

States

Alabama Arizona California District of Columbia Florida Massachusetts Michigan Missouri New Jersey New York Vermont

Cities

BostonNew YorkMaldenEast LansingMansfieldMedfordNeedhamPalo AltoWashingtonBrooklynCambridgeCoconut CreekHauppaugeIndependenceLos AngelesMontgomeryNapaPhoenixSan JoseSaugerties

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,043,994	$2,343,641	$2,473,011
Revenue	$30,704	$20,476	$382,369
Expenses	$330,351	$149,846	$331,397
Qualifying Distributions	$329,128	$149,497	$331,296
Net Investment Income	$38,851	$32,157	$2,671
Distributable Amount	$60,713	$63,114	$78,514

Data update history

When this profile's IRS filing data changed on Grantable

February 28, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 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 recipients include Science for Monks ($226,209), Dalai Lama Center for Ethics and Transformative Values ($10,000), Malden High School Alumni Association ($2,000).

Recipient	Purpose	Amount
SCIENCE FOR MONKS BOSTON, MA	GENERAL & UNRESTRICTED	$226,209
DALAI LAMA CENTER FOR ETHICS AND TRANSFORMATIVE VALUES CAMBRIDGE, MA	GENERAL & UNRESTRICTED	$10,000
MALDEN HIGH SCHOOL ALUMNI ASSOCIATION MALDEN, MA	GENERAL & UNRESTRICTED	$2,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY NEW YORK, NY	GENERAL & UNRESTRICTED	$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2024 IRS filing

Name	Title	Hours	Compensation
Robert C Sager	President/Director	10	—
Elaine Sager	Vice President/Director	10	—
Tess Sager	Secretary/Director	10	—
Shane Sager	Treasurer/Director	10	—
Patrick Hogan	Executive Director	10	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is The Sager Family Traveling Foundation?

The Sager Family Traveling Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. It holds $2.0M in total assets as of 2024.

How large is The Sager Family Traveling Foundation?

As of 2024, The Sager Family Traveling Foundation holds $2.0M in total assets with $31K in annual revenue. It awarded 4 grants totaling $239K in 2024.

Where does The Sager Family Traveling Foundation operate?

The Sager Family Traveling Foundation has awarded grants in Alabama, Arizona, California, District of Columbia, Florida, Massachusetts, Michigan, Missouri, New Jersey, New York, Vermont.

What size grants does The Sager Family Traveling Foundation award?

In 2024, The Sager Family Traveling Foundation awarded 4 grants totaling $239K — an average of about $60K per grant, based on its IRS Form 990 filings.

How much is The Sager Family Traveling Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Sager Family Traveling Foundation reported a distributable amount of $61K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Sager Family Traveling Foundation's EIN?

The Sager Family Traveling Foundation's EIN (Employer Identification Number) is 04-3528688. IRS Form 990 filing data is available on this page for 2020–2024.