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
Under IRS private-foundation payout rules, Holmberg Foundation Inc reported a distributable amount of $273K for 2025 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2025 grants, the largest include Fredonia College Foundation ($46,500), Ymca ($23,500), Chautauqua Striders Inc ($23,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AUDUBON COMMUNITY NATURE CENTER JAMESTOWN, NY | CHARITABLE | $12,000 |
| CHAUTAUQUA STRIDERS INC JAMESTOWN, NY | CHARITABLE | $23,000 |
| FREDONIA COLLEGE FOUNDATION FREDONIA, NY | EDUCATION | $46,500 |
| INFINITY PERFORMING ARTS JAMESTOWN, NY | CHARITABLE | $20,000 |
| JAMESTOWN COMMUNITY COLLEGE FOUNDATION OLEAN, NY | EDUCATION | $10,000 |
| JAMESTOWN COMMUNITY LEARNING COUNCIL JAMESTOWN, NY | EDUCATION | $10,000 |
| ROGER TORY PETERSON INSTITUTE JAMESTOWN, NY | CHARITABLE | $7,500 |
| THE RELIEF ZONE FREWSBURG, NY | EDUCATION | $8,000 |
| YMCA JAMESTOWN, NY | EDUCATION | $23,500 |
| JUNIOR ACHIEVMENT OF WNY INC BUFFALO, NY | CHARITABLE | $5,000 |
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
Frequently Asked Questions
What does Holmberg Foundation Inc fund?
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, particular…
How do I apply for a grant from Holmberg Foundation Inc?
**Grant Activity:** The foundation made 20 grants in its most recent fiscal year (ending July 2025), with total giving of $265,000. **Grant Sizes:** • Typical awards range from $2,000 to $49,000 • Recent grants include: • Fredonia College Foundation: $46,500 (Education) • Young Men's Christian Association of Jamestown, New York: $23,500 (Education) • Chautauqua Striders: $23,000 (Charitable) • Jamestown Community College Foundation: $10,000 (Education)
Where does Holmberg Foundation Inc make grants?
The foundation primarily funds organizations in New York, with particular focus on the Jamestown and Chautauqua region.
What size grants does Holmberg Foundation Inc award?
In 2025, Holmberg Foundation Inc awarded 21 grants totaling $265K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is Holmberg Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Holmberg Foundation Inc reported a distributable amount of $273K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Holmberg Foundation Inc's EIN?
Holmberg Foundation Inc's EIN (Employer Identification Number) is 16-1426226. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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