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
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.
Ready to take the next step with Bernard J Holmberg Trust?
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
No grants recorded for .
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 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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