Bossak Heilbron Charitable Foundation Inc

Potomac, MD
Tax-exempt since Jan. 1997
EIN: 13-3862827

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$238k (2024)

Expenses

$295k (2024)

Total Assets

$648k (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Oct.
2024

Revenue

$238,463

Expenses

$295,388

Net Income

-$56,925

Net Assets

$647,715

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,236	18.1%
Sales of Assets	$195,227	81.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$279,500	94.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$647,715
Total Liabilities	$0
Net Assets	$647,715

Compensation

Key Employees and Officers	Compensation	Other
Alan Heilbron (President)	$0	$0
David Heilbron (Treasurer)	$0	$0
Gail Steinitz (Secretary)	$0	$0

990-PF

Filed on Dec. 9, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2023

Revenue

$125,641

Expenses

$86,277

Net Income

$39,364

Net Assets

$691,872

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,830	31.7%
Sales of Assets	$85,811	68.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,000	81.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$696,442
Total Liabilities	$4,570
Net Assets	$691,872

Compensation

Key Employees and Officers	Compensation	Other
Alan Heilbron (President)	$0	$0
David Heilbron (Treasurer)	$0	$0
Gail Steinitz (Secretary)	$0	$0

990-PF

Filed on April 9, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2022

Revenue

$77,354

Expenses

$82,847

Net Income

-$5,493

Net Assets

$661,516

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,058	55.7%
Sales of Assets	$34,296	44.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,500	80.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$661,516
Total Liabilities	$0
Net Assets	$661,516

Compensation

Key Employees and Officers	Compensation	Other
Alan Heilbron (President)	$0	$0
David Heilbron (Treasurer)	$0	$0
Gail Steinitz (Secretary)	$0	$0

990-PF

Filed on March 16, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2021

Revenue

$54,307

Expenses

$76,680

Net Income

-$22,373

Net Assets

$638,266

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,745	71.3%
Sales of Assets	$11,897	21.9%
Other Income	$3,665	6.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,500	75.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$638,266
Total Liabilities	$0
Net Assets	$638,266

Compensation

Key Employees and Officers	Compensation	Other
Jane Heilbron (President(director))	$0	$0
David Heilbron (Treasurer(director))	$0	$0
Gail Steinitz (Secretary(director))	$0	$0
Alan Heilbron (Director)	$0	$0

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990-PF

Filed on Oct. 16, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2020

Revenue

-$11,085

Expenses

$70,786

Net Income

-$81,871

Net Assets

$658,056

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,000
Interest Revenue	$0
Dividends	$37,541
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,500	84.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$658,057
Total Liabilities	$1
Net Assets	$658,056

Compensation

Key Employees and Officers	Compensation	Other
Jane Heilbron (President(director))	$0	$0
Alan B Heilbron (Treasurer(director))	$0	$0
Gail Steinitz (Secretary(director))	$0	$0

990-PF

Filed on May 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2019

Revenue

$67,787

Expenses

$78,259

Net Income

-$10,472

Net Assets

$742,782

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,621	61.4%
Sales of Assets	$26,166	38.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,500	93.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$742,783
Total Liabilities	$1
Net Assets	$742,782

Compensation

Key Employees and Officers	Compensation	Other
Jane Heilbron (President(director))	$0	$0
Alan B Heilbron (Treasurer(director))	$0	$0
Gail Steinitz (Secretary(director))	$0	$0

990-PF

Filed on July 8, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2018

Revenue

$4,094

Expenses

$96,511

Net Income

-$92,417

Net Assets

$753,255

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,946	> 100%
Sales of Assets	-$29,852
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,083	93.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$753,255
Total Liabilities	$0
Net Assets	$753,255

Compensation

Key Employees and Officers	Compensation	Other
Jane Heilbron (President(director))	$0	$0
Alan B Heilbron (Treasurer(director))	$0	$0
Gail Steinitz (Secretary(director))	$0	$0

990-PF

Filed on March 11, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2015

Revenue

$48,794

Expenses

$89,219

Net Income

-$40,425

Net Assets

$932,024

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,794	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,179	87.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$932,024
Total Liabilities	$0
Net Assets	$932,024

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2014

Revenue

$62,522

Expenses

$62,171

Net Income

$351

Net Assets

$972,449

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,000	83.2%
Sales of Assets	$10,522	16.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,969	98.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$972,449
Total Liabilities	$0
Net Assets	$972,449

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2013

Revenue

$49,234

Expenses

$61,918

Net Income

-$12,684

Net Assets

$972,098

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,097	87.5%
Sales of Assets	$6,137	12.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,696	91.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$972,098
Total Liabilities	$0
Net Assets	$972,098

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2012

Revenue

$46,088

Expenses

$69,990

Net Income

-$23,902

Net Assets

$984,782

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,424	89.9%
Sales of Assets	$4,664	10.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,815	94.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$984,782
Total Liabilities	$0
Net Assets	$984,782

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2011

Revenue

$36,357

Expenses

$62,829

Net Income

-$26,472

Net Assets

$1,008,684

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,189	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,784	93.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,008,684
Total Liabilities	$0
Net Assets	$1,008,684

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Bossak Heilbron Charitable Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $238k (2024)

Expenses $295k (2024)

Total Assets $648k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Oct. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Oct. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Oct. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2011

Revenue

$238k (2024)

Expenses

$295k (2024)

Total Assets

$648k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Oct.
2024

Fiscal Year Ending Oct.
2023

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2022

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2021

Fiscal Year Ending Oct.
2020

Fiscal Year Ending Oct.
2019

Fiscal Year Ending Oct.
2018

Fiscal Year Ending Oct.
2017

Fiscal Year Ending Oct.
2016

Fiscal Year Ending Oct.
2015

Fiscal Year Ending Oct.
2014

Fiscal Year Ending Oct.
2013

Fiscal Year Ending Oct.
2012

Fiscal Year Ending Oct.
2011

Fiscal Year Ending Oct.
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Fiscal Year Ending Oct.
2009

Fiscal Year Ending Oct.
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Fiscal Year Ending Oct.
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