Bedell Holmes Harned Trust Fund
Bedell Holmes Harned Trust Fund is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.3M in total assets. In 2025, it awarded 3 grants totaling $134K. Net investment income was $249K.
Bedell Holmes Harned Trust Fund at a glance
In short: Bedell Holmes Harned Trust Fund gave $134K across 3 grants in 2025 (avg $45K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $133,968
- +10.3% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $44,656
- +10.3% vs 2024
- Median grant
- $44,656
- Total assets
- $2,337,915
- +4.7% vs 2024
- Primary geography
- New York (67% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Bedell Holmes Harned Trust Fund funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Association Foundation ($45K). Together the top 3 received $134K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Bedell Holmes Harned Trust Fund gives
- Giving held roughly steady from 2022 to 2025 (+2%). Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $110K (2020) to $134K (2025). In 2025 it made 3 grants totaling $134K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Association Foundation Boston, MA | For charitable grantmaking and operating purposes of the association foundation | $44,656 |
| Society of Colonial Wars New York, NY | General Support | $44,656 |
| St Bartholomews Church New York, NY | General Support | $44,656 |
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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 | $2,337,915 | $275,730 | $169,694 | $133,968 | 3 | $134,218 | $249,112 | $137,456 |
| 2024 | $2,233,248 | $135,726 | $137,270 | $121,512 | 3 | $121,762 | $126,434 | $134,218 |
| 2023 | $2,234,777 | $50,034 | $131,299 | $118,740 | 3 | $118,990 | $44,781 | $121,765 |
| 2022 | $2,319,251 | $54,170 | $155,429 | $131,748 | 3 | $135,414 | $46,572 | $122,405 |
| 2021 | $2,420,765 | $360,823 | $133,383 | $111,756 | 3 | $115,869 | $352,141 | $135,860 |
| 2020 | $2,193,286 | $268,529 | $125,185 | $110,391 | 3 | — | $262,240 | $115,160 |
Under IRS private-foundation payout rules, Bedell Holmes Harned Trust Fund reported a distributable amount of $137K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bedell Holmes Harned Trust Fund's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Edward F. Cox Esq.
Trustee
On filings since 2020
2 hrs/week
$2K (2020) → $4K (2025)
Howard E. Cox Jr.
Trustee
On filings since 2020
2 hrs/week
$2K (2020) → $4K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $4K, to Edward F Cox ESQ (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Bedell Holmes Harned Trust Fund
How much does Bedell Holmes Harned Trust Fund give each year?
Bedell Holmes Harned Trust Fund gave $134K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $122K across 3 grants.
What is Bedell Holmes Harned Trust Fund's typical grant size?
Bedell Holmes Harned Trust Fund's median grant in 2025 was $44,656, and its average grant was $44,656, across 3 grants on its 2025 IRS Form 990-PF.
Where does Bedell Holmes Harned Trust Fund give grants?
Bedell Holmes Harned Trust Fund gives mostly in New York: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (33%). The most frequent recipient cities were New York, NY (2 grants).
Does Bedell Holmes Harned Trust Fund give general operating support?
Yes: 100% of Bedell Holmes Harned Trust Fund's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Bedell Holmes Harned Trust Fund?
Bedell Holmes Harned Trust Fund reported $2.3M in total assets on its 2025 IRS Form 990-PF. It paid out $134K in qualifying distributions that year, against a required minimum of $137K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Bedell Holmes Harned Trust Fund's EIN?
Bedell Holmes Harned Trust Fund's EIN (Employer Identification Number) is 13-6839419. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS December 16, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 15, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
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