Bernard J Holmberg Trust
NEEDHAM, MA EIN: 04-6010396
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$114K
-3.3% YoY
Annual Giving
$6K
-35.3% YoY
Grant Count
5
-28.6% YoY
Avg Grant Size
$1K
-9.5% YoY
Go deeper than public filings
PRO- Giving trend analysis — growing or declining?
- Organizations like yours that won grants here
- Strategic fit assessment for your organization
- Application timing recommendations
Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $114,102 | $118,010 | $119,735 |
| Revenue | $4,871 | $10,294 | $5,622 |
| Expenses | $8,600 | $12,116 | $11,105 |
| Qualifying Distributions | $6,950 | $10,301 | $7,750 |
| Net Investment Income | $3,221 | $8,479 | $2,267 |
| Distributable Amount | $9,853 | $8,666 | $9,190 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
18 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does Bernard J Holmberg Trust fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
- Similar orgs that won grants here
- GrantGraph™ relationship mapping
- 11M+ connections in GrantGraph™
Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES G HEALY | TRUSTEE | 0.5 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Massachusetts $20K (95%)
Indiana $1K (5%)
States
Cities
BostonNeedhamNotre DamePembrokeShrewsburyWest Roxbury
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
What could you do with Bernard J Holmberg Trust on Grantable?
- Assess strategic fit with your organization
- Get AI-generated opportunity briefs
- Monitor for new funding opportunities
- Draft a tailored letter of inquiry