Bruce E and Lynn D Holbein

Foundation · Grantmaker PITTSBORO, NC EIN: 04-3437473

Bruce E and Lynn D Holbein is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBORO, NC. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $372K in total assets. In 2023, it awarded 31 grants totaling $14K. Net investment income was $17K.

Key facts about Bruce E and Lynn D Holbein

EIN: 04-3437473
Latest 990 filing: Form 990-PF, 2023
Annual giving (2023): $13,769
Grants made (2023): 31
Average grant: $444
Median grant: $200
Total assets: $372,025
Primary geography: North Carolina (46% of itemized 2023 grant dollars)

Data from IRS Form 990-PF, 2023; updated April 2026.

Who Bruce E and Lynn D Holbein funds

By grant dollars, the top recipient states for Bruce E and Lynn D Holbein's 31 itemized 2023 grants were North Carolina (46%), District of Columbia (19%) and New York (12%). The most frequent recipient cities were Washington, DC (4 grants), Raleigh, NC (3 grants), Chapel Hill, NC (2 grants) and New York, NY (2 grants). 100% of grants with a stated purpose were for general or operating support.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

$372K

-10.6% YoY

Annual Giving

$14K

+11.9% YoY

Grant Count

-6.1% YoY

Avg Grant Size

$444.161

+19.2% YoY

Under IRS private-foundation payout rules, Bruce E and Lynn D Holbein reported a distributable amount of $19K for 2023 — the minimum it must pay out in qualifying distributions.

About Bruce E and Lynn D Holbein

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

North Carolina $6K (46%)

District of Columbia $3K (19%)

New York $2K (12%)

Massachusetts $800 (6%)

Oregon $500 (4%)

All other $2K (14%)

Share of all 31 itemized 2023 grant dollars.

States

Arizona California Colorado District of Columbia Florida Georgia Illinois Louisiana Massachusetts Maryland North Carolina New Jersey New York Ohio Oregon Pennsylvania Texas Vermont Wisconsin

Cities

WashingtonHardwickBostonChapel HillRaleighGreensboroIthacaNewtonApopkaAustinBelchertownNew YorkPittsboroPortlandAtlantaNormalPhiladelphiaRtpDudleyDurham

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2023	2022	2021
Total Assets	$372,025	$416,060	$412,740
Revenue	$17,920	$17,212	$32,582
Expenses	$14,842	$13,476	$18,958
Qualifying Distributions	$13,769	$12,300	$17,050
Net Investment Income	$16,650	$15,599	$24,808
Distributable Amount	$19,141	$18,942	$18,247

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2023

Grant Size Distribution

138 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest recipients include St Thomas Moore Catholic Community ($2,500), International Rescue Committee ($1,500), Community Church of Chapel Hill ($1,469).

Recipient	Purpose	Amount
ST THOMAS MOORE CATHOLIC COMMUNITY Chapel Hill, NC	Unrestricted	$2,500
INTERNATIONAL RESCUE COMMITTEE New York, NY	Unrestricted	$1,500
COMMUNITY CHURCH OF CHAPEL HILL Chapel Hill, NC	Unrestricted	$1,469
UV JUSTICE NC Durham, NC	Unrestricted	$1,000
NUCLEAR THREAT INITIATIVE Washington, DC	Unrestricted	$1,000
BREAD FOR THE WORLD INST Washington, DC	Unrestricted	$1,000
THE CRITTENTON FOUNDATION Portland, OR	Unrestricted	$500
SPIRIT IN ACTION Belchertown, MA	Unrestricted	$500
BISHOP'S ANNUAL FUND Raleigh, NC	Unrestricted	$500
OXFAM Washington, DC	Unrestricted	$400

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

Name	Title	Hours	Compensation
Bruce E Holbein	Trustee	1	—
Lynn D Holbein	Trustee	1	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Bruce E and Lynn D Holbein?

Bruce E and Lynn D Holbein is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PITTSBORO, NC. It holds $372K in total assets as of 2023.

How large is Bruce E and Lynn D Holbein?

As of 2023, Bruce E and Lynn D Holbein holds $372K in total assets with $18K in annual revenue. It awarded 31 grants totaling $14K in 2023.

Where does Bruce E and Lynn D Holbein operate?

Bruce E and Lynn D Holbein has awarded grants in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Louisiana, Massachusetts, Maryland, North Carolina, New Jersey, New York, Ohio, Oregon, Pennsylvania, Texas, Vermont, Wisconsin.

What size grants does Bruce E and Lynn D Holbein award?

In 2023, Bruce E and Lynn D Holbein awarded 31 grants totaling $14K — an average of about $444.161 per grant, based on its IRS Form 990 filings.

How much is Bruce E and Lynn D Holbein required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Bruce E and Lynn D Holbein reported a distributable amount of $19K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.