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
Under IRS private-foundation payout rules, Guerdon Stearns Holden Trust Fbo Harvard reported a distributable amount of $224K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include The Harvard Mineralogical Museum ($188,755).
| Recipient | Purpose | Amount |
|---|---|---|
| THE HARVARD MINERALOGICAL MUSEUM CAMBRIDGE, MA | GENERAL OPERATING | $188,755 |
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 |
Frequently Asked Questions
How large is Guerdon Stearns Holden Trust Fbo Harvard?
As of 2024, Guerdon Stearns Holden Trust Fbo Harvard holds $2.3M in total assets with $531K in annual revenue. It awarded 1 grants totaling $189K in 2024.
Where does Guerdon Stearns Holden Trust Fbo Harvard operate?
Guerdon Stearns Holden Trust Fbo Harvard has awarded grants in Massachusetts.
What size grants does Guerdon Stearns Holden Trust Fbo Harvard award?
In 2024, Guerdon Stearns Holden Trust Fbo Harvard awarded 1 grants totaling $189K — an average of about $189K per grant, based on its IRS Form 990 filings.
How much is Guerdon Stearns Holden Trust Fbo Harvard required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Guerdon Stearns Holden Trust Fbo Harvard reported a distributable amount of $224K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Guerdon Stearns Holden Trust Fbo Harvard's EIN?
Guerdon Stearns Holden Trust Fbo Harvard's EIN (Employer Identification Number) is 34-6936534. IRS Form 990 filing data is available on this page for 2020–2024.
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Browse active grant opportunities in Guerdon Stearns Holden Trust Fbo Harvard's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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