Nonprofit · EIN 13-3862827
BOSSAK-HEILBRON CHARITABLE FOUNDATION INC
Tax-exempt · POTOMAC, MD 20854
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $310,000 | $136,916 | $173,084 | $818,600 | $0 | $818,600 |
| October 31, 2024 | 990-PF | $238,463 | $295,388 | -$56,925 | $647,715 | $0 | $647,715 |
| October 31, 2023 | 990-PF | $125,641 | $86,277 | $39,364 | $696,442 | $4,570 | $691,872 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $43,180
- Net gain from sales of assets
- $266,820
Expenses
- Grants and similar amounts paid
- $133,500
- Disbursements for charitable purposes
- $133,500
- Excise tax on investment income
- $600
Balance sheet and other
- Total assets, start of year
- $647,715
- Total assets, end of year
- $818,600
- Total liabilities, end of year
- $0
- Net assets, end of year
- $818,600
- Fair market value of assets
- $1,551,302
- Qualifying distributions
- $133,500
- Net investment income
- $43,180
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN HEILBRON 9421 THRUSH LANE, POTOMAC, MD 20854 | PRESIDENT | 0 | $0 |
| DAVID HEILBRON 9421 THRUSH LANE, POTOMAC, MD 20854 | TREASURER | 0 | $0 |
| GAIL STEINITZ 5665 EAST MERCER WAY, MERCER ISLAND, WA 98040 | SECRETARY | 0 | $0 |
990-PF for the year ended October 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN HEILBRON 9421 THRUSH LANE, POTOMAC, MD 20854 | PRESIDENT | 0 | $0 |
| DAVID HEILBRON 9421 THRUSH LANE, POTOMAC, MD 20854 | TREASURER | 0 | $0 |
| GAIL STEINITZ 5665 EAST MERCER WAY, MERCER ISLAND, WA 98040 | SECRETARY | 0 | $0 |
990-PF for the year ended October 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN HEILBRON 9421 THRUSH LANE, POTOMAC, MD 20854 | PRESIDENT | 0 | $0 |
| DAVID HEILBRON 9421 THRUSH LANE, POTOMAC, MD 20854 | TREASURER | 0 | $0 |
| GAIL STEINITZ 5665 EAST MERCER WAY, MERCER ISLAND, WA 98040 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 9421 THRUSH LN, POTOMAC, MD 20854-3991
- In care of
- % SHULMAN JONES & CO
- Signed the 990-PF
- ALAN HEILBRON, PRESIDENT
- Phone
- (301) 325-0963
- Return prepared by
- LONG & ASSOCIATES PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-3862827
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1997
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $818,600
- Income (IRS master file)
- $740,761
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $310,000 | $136,916 | $818,600 | XML |
| 990-PF | October 2024 | $238,463 | $295,388 | $647,715 | XML |
| 990-PF | October 2023 | $125,641 | $86,277 | $696,442 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-3862827).
Questions about BOSSAK-HEILBRON CHARITABLE FOUNDATION INC
- What is the EIN of BOSSAK-HEILBRON CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of BOSSAK-HEILBRON CHARITABLE FOUNDATION INC is 13-3862827.
- Is BOSSAK-HEILBRON CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to BOSSAK-HEILBRON CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BOSSAK-HEILBRON CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BOSSAK-HEILBRON CHARITABLE FOUNDATION INC due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BOSSAK-HEILBRON CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of BOSSAK-HEILBRON CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended October 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does BOSSAK-HEILBRON CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $310,000, expenses of $136,916 and total assets of $818,600 at year end.
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