Guerdon Stearns Holden Trust Fbo Harvard
Guerdon Stearns Holden Trust Fbo Harvard is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 1 grants totaling $189K. Net investment income was $501K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.3M
+15.2% YoY
Annual Giving
$189K
+5.9% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$189K
+5.9% YoY
About Guerdon Stearns Holden Trust Fbo Harvard
Based on IRS filings
Guerdon Stearns Holden Trust Fbo Harvard is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.3M in total assets. In 2024, it awarded 1 grants totaling $189K. Net investment income was $501K.
Ready to take the next step with Guerdon Stearns Holden Trust Fbo Harvard?
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 | $2,273,527 | $1,973,860 | $1,844,129 |
| Revenue | $531,374 | $330,678 | $6,326 |
| Expenses | $231,707 | $200,748 | $221,817 |
| Qualifying Distributions | $194,440 | $181,286 | $196,957 |
| Net Investment Income | $500,595 | $301,287 | $12,995 |
| Distributable Amount | $223,973 | $174,704 | $170,365 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 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 |
|---|---|---|---|
| FIDUCIARY TRUST COMPANY OF NEW ENGL | CO-TRUSTEE | — | $13,552 |
| DANIEL A OGDEN | CO-TRUSTEE | — | $1,000 |
| ROBERT VAIL | CO-TRUSTEE | — | $778 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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