Holstein Foundation
Holstein Foundation is a private foundation based in Mystic, Connecticut. In filing year 2025, it gave $27,850 across 10 grants to organizations including hospitals, schools, and charitable organizations.
Holstein Foundation at a glance
In short: Holstein Foundation gave $28K across 10 grants in 2025 (avg $3K), mostly in Connecticut. 30% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $27,850
- +13.6% vs 2024
- Grants made (2025)
- 10
- -9.1% vs 2024
- Average grant
- $2,785
- +24.9% vs 2024
- Median grant
- $1,000
- Total assets
- $352,212
- -1.9% vs 2024
- New grantees (estimate)
- 30% first-time grantees (3 of 10, 2025; small sample)
- Primary geography
- Connecticut (69% 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 Holstein Foundation
- How to Apply
-
The 2025 filing lists a letter request, the most recent annual report, and the purpose of the application as required materials. It lists no restrictions on awards.
- Review Cycle
- The 2025 filing lists no deadline.
- Deadline
- The 2025 filing lists no deadline.
- Contact
Application contact: John Holstein
Mailing address: 12 Roosevelt Ave, Mystic, CT 06355
Phone: (860) 572-8515
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Holstein Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Mystic Aquarium ($13K). Together the top 10 received $28K.
Grant Size Distribution
63 grants across all recorded years
The most common grant size was under $50K: 63 grants of 63 (100%).
Geographic Focus
Where this funder awards grants
In 2025, the reported share of grant dollars by recipient state was Connecticut 69%, Rhode Island 23%, Massachusetts 4%, and New York 4%. The filing also lists a $100 grant to the American Red Cross in Iowa, while reporting Iowa as 0% of grant dollars.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
Cities
Is Holstein Foundation open to new grantees?
30%
first-time grantees, 2025
In 2025, 3 of 10 grantees (30%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $450; repeat grants $4K. How we count
Medians: $250 first-time, $1K repeat.
- 70% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 159% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). 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 2020 to 2025, annual grant giving ranged from $23K (2020) to $35K (2023). In 2025 it made 10 grants totaling $28K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mystic Aquarium Mystic, CT | Support | $12,500 |
| Westerly Hospital Westerly, RI | Support | $6,250 |
| Lawrence & Memorial Hospital New London, CT | Support | $5,000 |
| Bement School Deerfield, MA | Support | $1,000 |
| Sunshine Kids Foundation Hartford, CT | Support | $1,000 |
| St Jude Children's Research Hospital New York, NY | Support | $1,000 |
| Always Home Mystic, CT | Support | $500 |
| Stonington Ambulance Corp Stonington, CT | Support | $250 |
| John E Fogarty Foundation Providence, RI | Support | $250 |
| American Red Cross Boone, IA | Support | $100 |
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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 | $352,212 | $24,049 | $31,024 | $27,850 | 10 | $27,850 | $23,830 | $17,568 |
| 2024 | $359,187 | $15,334 | $28,584 | $24,525 | 11 | $24,525 | $15,334 | $18,020 |
| 2023 | $372,437 | — | $38,281 | $35,100 | 15 | $35,100 | — | $19,490 |
| 2022 | $410,718 | — | $29,416 | $28,500 | 13 | $28,500 | — | $21,193 |
| 2021 | $440,134 | $10,942 | $28,347 | $26,200 | 14 | $26,200 | — | $13,119 |
| 2020 | $457,539 | — | $22,555 | $22,555 | 12 | — | — | $23,089 |
Under IRS private-foundation payout rules, Holstein Foundation reported a distributable amount of $18K 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
No mission statement for the foundation is provided. Its 2025 grants show support for organizations including healthcare providers, a school, and charitable organizations. Lawrence Memorial Hospital says its mission is to improve regional health and provide healthcare services. Always Home says it works to prevent family homelessness across eastern Connecticut and support low-income families facing housing insecurity.
Grantmaking
In 2025, the foundation gave $27,850 through 10 grants. Grant amounts ranged from $100 to $12,500, with a median grant of $1,000. The largest awards went to Mystic Aquarium ($12,500), Westerly Hospital ($6,250), and Lawrence & Memorial Hospital ($5,000). Other recipients included Bement School and Sunshine Kids Foundation ($1,000 each), St. Jude Children’s Research Hospital ($1,000), and Always Home ($500).
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists John Holstein, Jill Bach, Bruce Holstein, and Patricia Clark as trustees.
Holstein Foundation's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Bruce Holstein
Trustee
On filings since 2020
1 hr/week
No compensation reported
Jill Bach
Trustee
On filings since 2020
1 hr/week
No compensation reported
John Holstein
Trustee
On filings since 2020
1 hr/week
No compensation reported
Patricia Clark
Trustee
On filings since 2023
1 hr/week
No compensation reported
Former officers (1)
- Former: Edward Stambovsky (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Holstein Foundation
How much does Holstein Foundation give each year?
Holstein Foundation gave $28K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 11 grants.
What is Holstein Foundation's typical grant size?
Holstein Foundation's median grant in 2025 was $1,000, and its average grant was $2,785, across 10 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Holstein Foundation that year got $450 on average.
Where does Holstein Foundation give grants?
Holstein Foundation gives mostly in Connecticut: 69% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Rhode Island (23%). The most frequent recipient cities were Mystic, CT (2 grants).
Does Holstein Foundation give general operating support?
Not in 2025: none of the 10 grants with a stated purpose on Holstein Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support" (10 grants).
Who are Holstein Foundation's largest grantees?
Holstein Foundation's largest 2025 grantees include Mystic Aquarium ($12,500), Westerly Hospital ($6,250) and Lawrence & Memorial Hospital ($5,000), according to its 2025 IRS Form 990-PF. Together they received 85% of its itemized 2025 grant dollars.
How large is Holstein Foundation?
Holstein Foundation reported $352K in total assets on its 2025 IRS Form 990-PF. It paid out $28K in qualifying distributions that year, against a required minimum of $18K (roughly 5% of its investment assets).
What does Holstein Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants show support for organizations including healthcare providers, a school, and charitable organizations. Lawrence Memorial Hospital says its mission is to improve regional health and provide healthcare services. See mission & focus areas ↑
How do I apply for a grant from Holstein Foundation?
The 2025 filing lists a letter request, the most recent annual report, and the purpose of the application as required materials. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 21, 2023)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
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