Bedell Holmes Harned Trust Fund

BOSTON, MA EIN: 13-6839419

Bedell Holmes Harned Trust Fund is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 3 grants totaling $122K. Net investment income was $126K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.2M

-0.1% YoY

Annual Giving

$122K

+2.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$41K

+2.3% YoY

Under IRS private-foundation payout rules, Bedell Holmes Harned Trust Fund reported a distributable amount of $134K for 2024 — the minimum it must pay out in qualifying distributions.

About Bedell Holmes Harned Trust Fund

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $396K (67%)

Massachusetts $198K (33%)

States

Massachusetts New York

Cities

BostonNew York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,233,248	$2,234,777	$2,319,251
Revenue	$135,726	$50,034	$54,170
Expenses	$137,270	$131,299	$155,429
Qualifying Distributions	$121,762	$118,990	$135,414
Net Investment Income	$126,434	$44,781	$46,572
Distributable Amount	$134,218	$121,765	$122,405

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Association Foundation ($40,504), Society of Colonial Wars ($40,504), St Bartholomews Church ($40,504).

Recipient	Purpose	Amount
ASSOCIATION FOUNDATION BOSTON, MA	FOR CHARITABLE GRANTMAKING AND OPERATING PURPOSES OF THE ASSOCIATION FOUNDATION	$40,504
SOCIETY OF COLONIAL WARS NEW YORK, NY	GENERAL SUPPORT	$40,504
ST BARTHOLOMEWS CHURCH NEW YORK, NY	GENERAL SUPPORT	$40,504

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
EDWARD F COX ESQ	TRUSTEE	2	$3,108
HOWARD E COX JR	TRUSTEE	2	$3,108

Frequently Asked Questions

How large is Bedell Holmes Harned Trust Fund?

As of 2024, Bedell Holmes Harned Trust Fund holds $2.2M in total assets with $136K in annual revenue. It awarded 3 grants totaling $122K in 2024.

Where does Bedell Holmes Harned Trust Fund operate?

Bedell Holmes Harned Trust Fund has awarded grants in Massachusetts, New York.

What size grants does Bedell Holmes Harned Trust Fund award?

In 2024, Bedell Holmes Harned Trust Fund awarded 3 grants totaling $122K — an average of about $41K per grant, based on its IRS Form 990 filings.

How much is Bedell Holmes Harned Trust Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bedell Holmes Harned Trust Fund reported a distributable amount of $134K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.