Bernard J Holmberg Trust
Bernard J Holmberg Trust is a private foundation, based in NEEDHAM, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $114K in total assets. In 2024, it awarded 5 grants totaling $6K. Net investment income was $3K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
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
Under IRS private-foundation payout rules, Bernard J Holmberg Trust reported a distributable amount of $10K for 2024 — the minimum it must pay out in qualifying distributions.
About Bernard J Holmberg Trust
Based on IRS filings
Bernard J Holmberg Trust is a private foundation, based in NEEDHAM, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $114K in total assets. In 2024, it awarded 5 grants totaling $6K. Net investment income was $3K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
Among its reported 2024 grants, the largest include Catholic Memorial High School ($2,000), Charles River Center ($1,500), New England Village Family ($1,500).
| Recipient | Purpose | Amount |
|---|---|---|
| Catholic Memorial High School West Roxbury, MA | Programs | $2,000 |
| Charles River Center Needham, MA | Support | $1,500 |
| Deutsches Altenheim Foundation West Roxbury, MA | Support for affiliated nursing home, the German Home | $750 |
| GADNHSDCA Needham, MA | Support | $200 |
| New England Village Family Pembroke, MA | Support | $1,500 |
Leadership & 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 | — |
Frequently Asked Questions
How large is Bernard J Holmberg Trust?
As of 2024, Bernard J Holmberg Trust holds $114K in total assets with $5K in annual revenue. It awarded 5 grants totaling $6K in 2024.
Where does Bernard J Holmberg Trust operate?
Bernard J Holmberg Trust has awarded grants in Indiana, Massachusetts.
What size grants does Bernard J Holmberg Trust award?
In 2024, Bernard J Holmberg Trust awarded 5 grants totaling $6K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is Bernard J Holmberg Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bernard J Holmberg Trust reported a distributable amount of $10K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2021–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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