Holstein Foundation
Holstein Foundation is a private foundation, based in MYSTIC, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $359K in total assets. In 2024, it awarded 11 grants totaling $25K. Net investment income was $15K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$359K
-3.6% YoY
Annual Giving
$25K
-30.1% YoY
Grant Count
11
-26.7% YoY
Avg Grant Size
$2K
-4.7% YoY
Under IRS private-foundation payout rules, Holstein Foundation reported a distributable amount of $18K for 2024 — the minimum it must pay out in qualifying distributions.
About Holstein Foundation
Based on IRS filings
Holstein Foundation is a private foundation, based in MYSTIC, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $359K in total assets. In 2024, it awarded 11 grants totaling $25K. Net investment income was $15K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $359,187 | $372,437 | $410,718 |
| Revenue | $15,334 | — | — |
| Expenses | $28,584 | $38,281 | $29,416 |
| Qualifying Distributions | $24,525 | $35,100 | $28,500 |
| Net Investment Income | $15,334 | — | — |
| Distributable Amount | $18,020 | $19,490 | $21,193 |
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 2024
Grant Size Distribution
65 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Mystic Aquarium ($11,000), Lawrence & Memorial Hospital ($5,000), Westerly Hospital ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALWAYS HOME MYSTIC, CT | SUPPORT | $500 |
| BEMENT SCHOOL DEERFIELD, MA | SUPPORT | $1,000 |
| LAWRENCE & MEMORIAL HOSPITAL NEW LONDON, CT | SUPPORT | $5,000 |
| MYSTIC & NOANK LIBRARY MYSTIC, CT | SUPPORT | $250 |
| MYSTIC AQUARIUM MYSTIC, CT | SUPPORT | $11,000 |
| MYSTIC FLAG COMMITTEE STONINGTON, CT | SUPPORT | $200 |
| STONINGTON AMBULANCE CORP STONINGTON, CT | SUPPORT | $250 |
| SUNSHINE KIDS FOUNDATION HARTFORD, CT | SUPPORT | $1,000 |
| WATCH HILL CONSERVANCY WESTERLY, RI | SUPPORT | $250 |
| WESTERLY HOSPITAL WESTERLY, RI | SUPPORT | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN HOLSTEIN | TRUSTEE | 1 | — |
| JILL BACH | TRUSTEE | 1 | — |
| BRUCE HOLSTEIN | TRUSTEE | 1 | — |
| PATRICIA CLARK | TRUSTEE | 1 | — |
Frequently Asked Questions
How large is Holstein Foundation?
As of 2024, Holstein Foundation holds $359K in total assets with $15K in annual revenue. It awarded 11 grants totaling $25K in 2024.
Where does Holstein Foundation operate?
Holstein Foundation has awarded grants in Connecticut, Florida, Massachusetts, New Jersey, Rhode Island, Tennessee, Virginia.
What size grants does Holstein Foundation award?
In 2024, Holstein Foundation awarded 11 grants totaling $25K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is Holstein Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Holstein Foundation reported a distributable amount of $18K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Holstein Foundation's EIN?
Holstein Foundation's EIN (Employer Identification Number) is 23-7012134. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Holstein Foundation'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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