Bernard J Holmberg Trust
Bernard J Holmberg Trust is a private foundation, based in Needham, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $98K in total assets. In 2025, it awarded 9 grants totaling $12K. Net investment income was $235.
Bernard J Holmberg Trust at a glance
In short: Bernard J Holmberg Trust gave $12K across 9 grants in 2025 (avg $1K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $11,800
- +98.3% vs 2024
- Grants made (2025)
- 9
- +80.0% vs 2024
- Average grant
- $1,311
- +10.2% vs 2024
- Median grant
- $1,200
- Total assets
- $98,395
- -13.8% vs 2024
- Primary geography
- Massachusetts (100% 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 Bernard J Holmberg Trust funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Charles River Center ($2K). Together the top 9 received $12K.
Grant Size Distribution
27 grants across all recorded years
The most common grant size was under $50K: 27 grants of 27 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
States
Cities
How Bernard J Holmberg Trust gives
- Giving grew 111% from 2022 to 2025. Method
- In 2025 it paid out 134% of its IRS minimum distribution (the 5% rule). 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 2022 to 2025, annual grant giving ranged from $6K (2022) to $12K (2025). In 2025 it made 9 grants totaling $12K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Charles River Center Needham, MA | Support | $2,000 |
| New England Village Family Pembroke, MA | Support | $2,000 |
| Boston College Institute for Advanced Jesuit Studies Chestnut Hill, MA | Programs | $2,000 |
| St Mary's of the Assumption Dedham, MA | Support | $1,500 |
| Deutsches Altenheim Foundation West Roxbury, MA | Support for affiliated nursing home, the German Home | $1,200 |
| Driver For A Cure Boston, MA | Research and treatment | $1,200 |
| UMASS Chan Medical School Foundation Shrewsbury, MA | Programs | $1,000 |
| St Joseph Parish Needham, MA | Upkeep | $500 |
| Gadnhsdca Needham, MA | Support | $400 |
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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 | $98,395 | $4,087 | $19,219 | $11,800 | 9 | $14,780 | $235 | $11,013 |
| 2024 | $114,102 | $4,871 | $8,600 | $5,950 | 5 | $6,950 | $3,221 | $9,853 |
| 2023 | $118,010 | $10,294 | $12,116 | $9,200 | 7 | $10,301 | $8,479 | $8,666 |
| 2022 | $119,735 | $5,622 | $11,105 | $5,600 | 6 | $7,750 | $2,267 | $9,190 |
| 2021 | $125,006 | $23,129 | $28,508 | — | — | $11,282 | $5,957 | $10,200 |
Under IRS private-foundation payout rules, Bernard J Holmberg Trust reported a distributable amount of $11K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Bernard J Holmberg Trust is led by James G. Healy, Trustee on every filing since 2021 — the only officer listed, and compensated.
Officers on the 2025 filing
James G. Healy
Trustee
On filings since 2021
0.5 hrs/week
$3K (2021) → $6K (2025)
Data from IRS Form 990 filings, 2021–2025. "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 $6K, to James G Healy (Trustee).
Frequently asked questions about Bernard J Holmberg Trust
How much does Bernard J Holmberg Trust give each year?
Bernard J Holmberg Trust gave $12K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6K across 5 grants.
What is Bernard J Holmberg Trust's typical grant size?
Bernard J Holmberg Trust's median grant in 2025 was $1,200, and its average grant was $1,311, across 9 grants on its 2025 IRS Form 990-PF.
Where does Bernard J Holmberg Trust give grants?
Bernard J Holmberg Trust gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Needham, MA (3 grants).
Does Bernard J Holmberg Trust give general operating support?
Not in 2025: none of the 9 grants with a stated purpose on Bernard J Holmberg Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support" (4 grants).
Who are Bernard J Holmberg Trust's largest grantees?
Bernard J Holmberg Trust's largest 2025 grantees include Charles River Center ($2,000), New England Village Family ($2,000) and Boston College Institute for Advanced Jesuit Studies ($2,000), according to its 2025 IRS Form 990-PF. Together they received 51% of its itemized 2025 grant dollars.
How large is Bernard J Holmberg Trust?
Bernard J Holmberg Trust reported $98K in total assets on its 2025 IRS Form 990-PF. It paid out $15K in qualifying distributions that year, against a required minimum of $11K (roughly 5% of its investment assets).
What is Bernard J Holmberg Trust's EIN?
Bernard J Holmberg Trust's EIN (Employer Identification Number) is 04-6010396. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 14, 2026)
- IRS filings on file for fiscal years 2021–2024
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