Holmberg Foundation Inc
Holmberg Foundation Inc is a private foundation based in Jamestown, New York. Its 2025 filing reports grants for education and charitable purposes, all to recipients in New York.
Holmberg Foundation Inc at a glance
In short: Holmberg Foundation Inc gave $265K across 21 grants in 2025 (avg $13K), mostly in New York. 19% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $265,000
- -5.5% vs 2024
- Grants made (2025)
- 21
- +0.0% vs 2024
- Average grant
- $12,619
- -5.5% vs 2024
- Median grant
- $10,000
- Total assets
- $4,837,122
- +3.1% vs 2024
- New grantees (estimate)
- 19% first-time grantees (4 of 21, 2025; small sample)
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Holmberg Foundation Inc
- How to Apply
-
Complete the common application indicated on the 2024 filing. The filing lists Matthew M. Moore as the contact.
- Review Cycle
- April 15, as listed on the 2024 filing; that deadline is past.
- Deadline
- April 15, as listed on the 2024 filing; that deadline is past.
- Contact
Application contact: Matthew M Moore
Mailing address: 65 Spruce Street, Jamestown, NY 14701
Phone: (716) 483-0735
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Holmberg Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Fredonia College Foundation ($47K). Together the top 10 received $194K.
Grant Size Distribution
101 grants across all recorded years
The most common grant size was under $50K: 99 grants of 101 (98%).
Geographic Focus
Where this funder awards grants
The 2024 filing lists Southern Chautauqua County as a restriction on awards. All 2025 grant dollars went to recipients in New York.
Grant Distribution by State
Share of 2025 grant dollars across all 21 itemized grants.
States
Cities
Is Holmberg Foundation Inc open to new grantees?
19%
first-time grantees, 2025
In 2025, 4 of 21 grantees (19%) were first-time recipients. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $5K; repeat grants $14K. How we count
Medians: $5K first-time, $12K repeat.
- 81% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−12%). Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $254K (2021) to $301K (2022). In 2025 it made 21 grants totaling $265K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fredonia College Foundation Fredonia, NY | Education | $46,500 |
| YMCA Jamestown, NY | Education | $23,500 |
| Chautauqua Striders Inc Jamestown, NY | Charitable | $23,000 |
| Infinity Performing Arts Jamestown, NY | Charitable | $20,000 |
| James Prendergast Library Jamestown, NY | Charitable | $19,000 |
| St Susan Center Jamestown, NY | Charitable | $15,000 |
| Dibert Boys and Girls Club Jamestown, NY | Charitable | $13,000 |
| Audubon Community Nature Center Jamestown, NY | Charitable | $12,000 |
| YWCA Jamestown, NY | Charitable | $12,000 |
| Jamestown Community College Foundation Olean, NY | Education | $10,000 |
Ready to take the next step with Holmberg Foundation Inc?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,837,122 | $497,079 | $349,532 | $265,000 | 21 | $268,015 | $418,062 | $272,720 |
| 2024 | $4,693,575 | $228,596 | $395,213 | $280,500 | 21 | $283,816 | $123,806 | $264,802 |
| 2023 | $4,856,192 | $162,567 | $380,540 | $290,450 | 19 | $292,748 | $79,176 | $260,461 |
| 2022 | $5,074,165 | $523,054 | $377,667 | $300,800 | 20 | $303,098 | $457,309 | $294,851 |
| 2021 | $4,928,778 | $657,821 | $365,532 | $254,000 | 20 | — | $560,314 | $292,912 |
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.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s filings do not state a mission. Its 2025 grants include support for organizations serving educational and charitable purposes. For example, Chautauqua Striders describes its work as mentoring and guiding youth through education, advocacy, and athletics. St. Susan Center says it offers meals, fellowship, dignity, and respect to people who come through its doors. Audubon Community Nature Center describes connecting people to nature and promoting environmentally responsible practices through education.
Other 2025 recipients describe work in family support and children’s development, as does the Jamestown Community Learning Council, and in carrying out educational, scientific, capital, and cultural programs, as does Jamestown Community College.
Grantmaking
In 2025, the foundation reported 21 grants totaling $265,000. Awards ranged from $4,500 to $46,500, with a median grant of $10,000. Among the largest reported grants were $46,500 to Fredonia College Foundation for education; $23,500 to the YMCA in Jamestown for education; $23,000 to Chautauqua Striders for charitable purposes; $20,000 to Infinity Performing Arts for charitable purposes; and $19,000 to James Prendergast Library for charitable purposes.
The foundation’s 2024 filing states that it does not restrict giving to preselected organizations. It directs applicants to complete the common application on the Chautauqua Grants website and lists Southern Chautauqua County as a restriction on awards.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists David W. Shepherd as trustee, Matthew M. Moore as president, Leslie A. Johnson as secretary, Robin Kendall as treasurer, and Mary C. Kohl as vice president.
Holmberg Foundation Inc is led by Matthew M. Moore, President on every filing since 2021; all 5 officers listed in 2025 are compensated.
Officers on the 2025 filing
Matthew M. Moore
President
On filings since 2021
10 hrs/week
$10K (2021) → $10K (2025)
David W. Shepherd
Trustee
On filings since 2021
5 hrs/week
$900 (2021) → $600 (2025)
Leslie A. Johnson
Secretary
On filings since 2021
5 hrs/week
$5K (2021) → $5K (2025)
Mary C. Kohl
Vice President
On filings since 2021
5 hrs/week
$900 (2021) → $1K (2025)
Robin Kendall
Treasurer
New on the 2025 filing
1 hr/week
$2K (2025)
Former officers (1)
- Former: Joseph C. Johnson (2021–2024) — Treasurer
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $10K, to Matthew M Moore (President). 5 officers or directors reported compensation on that filing.
Frequently asked questions about Holmberg Foundation Inc
How much does Holmberg Foundation Inc give each year?
Holmberg Foundation Inc gave $265K across 21 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $281K across 21 grants.
What is Holmberg Foundation Inc's typical grant size?
Holmberg Foundation Inc's median grant in 2025 was $10,000, and its average grant was $12,619, across 21 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Holmberg Foundation Inc that year got $5K on average.
Where does Holmberg Foundation Inc give grants?
Holmberg Foundation Inc gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Jamestown, NY (15 grants).
Does Holmberg Foundation Inc give general operating support?
Not in 2025: none of the 21 grants with a stated purpose on Holmberg Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (16 grants) and "Education" (5 grants).
Who are Holmberg Foundation Inc's largest grantees?
Holmberg Foundation Inc's largest 2025 grantees include Fredonia College Foundation ($46,500), YMCA ($23,500) and Chautauqua Striders Inc ($23,000), according to its 2025 IRS Form 990-PF. Together they received 35% of its itemized 2025 grant dollars.
How large is Holmberg Foundation Inc?
Holmberg Foundation Inc reported $4.8M in total assets on its 2025 IRS Form 990-PF. It paid out $268K in qualifying distributions that year, against a required minimum of $273K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Holmberg Foundation Inc fund?
The foundation’s filings do not state a mission. Its 2025 grants include support for organizations serving educational and charitable purposes. For example, Chautauqua Striders describes its work as mentoring and guiding youth through education, advocacy, and athletics. St. See mission & focus areas ↑
How do I apply for a grant from Holmberg Foundation Inc?
Complete the common application indicated on the 2024 filing. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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Cite this profile
Grantable. (2026). Holmberg Foundation Inc funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/holmberg-foundation-inc-morg_c3e56d087abb4de0860b0df8923a7caa
BibTeX
@misc{grantable_161426226_2026,
author = {{Grantable}},
title = {{Holmberg Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/holmberg-foundation-inc-morg_c3e56d087abb4de0860b0df8923a7caa},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Holmberg Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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