Holmberg Foundation Inc
Holmberg Foundation Inc is a private foundation established in 1992 and located in Jamestown, New York. The foundation is classified as a family foundation and focuses on supporting charitable, educational, and religious organizations, with particular emphasis on higher education and youth service programs.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$4.8M
+3.1% YoY
Annual Giving
$265K
-5.5% YoY
Grant Count
21
+0.0% YoY
Avg Grant Size
$13K
-5.5% YoY
Mission & Focus Areas
The foundation's primary mission is giving for higher education and youth service programs. The foundation was created by Arnold F. Holmberg with the desire to assist those who have the capacity but lack the financial means to benefit from college education.
Key funding focus areas include:
- Higher education support
- Youth service programs
- Charitable and scientific organizations
- Support for economically disadvantaged individuals preparing for college
- Educational institutions, particularly SUNY Fredonia and JCC
Grantmaking
The foundation made 20 grants in its most recent fiscal year (ending July 2025), with total giving of $265,000.
Grant Range
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in New York, with particular focus on the Jamestown and Chautauqua region.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year Ending July 2025:
- Total Assets: $4,837,122
- Total Revenues: $497,079
- Total Expenses: $349,532
- Total Giving: $265,000
- Investment Income and Dividends: $157,557
- Net Gain from Sale of Non-Inventory Assets: $338,895
Staffing: The foundation operates with 0 employees.
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,837,122 | $4,693,575 | $4,856,192 |
| Revenue | $497,079 | $228,596 | $162,567 |
| Expenses | $349,532 | $395,213 | $380,540 |
| Qualifying Distributions | $268,015 | $283,816 | $292,748 |
| Net Investment Income | $418,062 | $123,806 | $79,176 |
| Distributable Amount | $272,720 | $264,802 | $260,461 |
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 2025
Grant Size Distribution
101 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
The Holmberg Foundation was created by Arnold F. Holmberg and was left to the care of Dr. Robert Wettingfeld, who served on the staff of Jamestown General Hospital and WCA Hospital and was the founding executive director of the Holmberg Foundation.
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID W SHEPHERD | TRUSTEE | 5 | $600 |
| MATTHEW M MOORE | PRESIDENT | 10 | $9,600 |
| LESLIE A JOHNSON | SECRETARY | 5 | $4,900 |
| ROBIN KENDALL | TREASURER | 1 | $1,600 |
| MARY C KOHL | VICE PRESIDENT | 5 | $1,200 |
Contact Information
- Address: C/O 800 Fairmount Ave, Jamestown, NY 14701
- Telephone: 716-483-0735
- EIN: 16-1426226
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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