Joseph B Halbert Revocable Trust Dated May
The Joseph B Halbert Revocable Trust Dated May is a private foundation based in Concord, New Hampshire. Its 2025 filing reports grants for scholarships to individual recipients and general-fund support for two Massachusetts organizations.
Joseph B Halbert Revocable Trust Dated May at a glance
In short: Joseph B Halbert Revocable Trust Dated May gave $12K across 12 grants in 2025 (avg $1K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $12,000
- -53.4% vs 2024
- Grants made (2025)
- 12
- +20.0% vs 2024
- Average grant
- $1,000
- -61.1% vs 2024
- Median grant
- $1,000
- Total assets
- $669,172
- +27.5% vs 2024
- Primary geography
- Massachusetts (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.
How to apply to Joseph B Halbert Revocable Trust Dated May
- Contact
Application contact: Bank Of America Co Emma Greene
Mailing address: 225 Franklin Street, Boston, MA 02110
Phone: (617) 434-0329
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Joseph B Halbert Revocable Trust Dated May funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Salvation Army ($1K). Together the top 2 received $2K.
Organizations only. It also paid 10 individual scholarships ($10,000), which are not listed by name.
Grant Size Distribution
51 grants across all recorded years
The most common grant size was under $50K: 51 grants of 51 (100%).
Geographic Focus
Where this funder awards grants
All grant dollars itemized for filing year 2025 went to recipients in Massachusetts.
Grant Distribution by State
Share of 2025 grant dollars across all 12 itemized grants.
Cities
How Joseph B Halbert Revocable Trust Dated May gives
- Giving fell 64% from 2022 to 2025. Method
- In 2025 it paid out 60% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $12K (2025) to $33K (2022). In 2025 it made 12 grants totaling $12K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 10 individual scholarships Recipients not named | — | $10,000 |
| Salvation Army Quincy, MA | Funds for General Fund | $1,000 |
| Shore YMCA Quincy, MA | Funds for the General Fund | $1,000 |
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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 | $669,172 | $170,007 | $26,155 | $12,000 | 12 | $18,010 | $162,062 | $30,197 |
| 2024 | $524,640 | $56,195 | $52,967 | $25,740 | 10 | $47,500 | $50,777 | $30,416 |
| 2023 | $521,900 | $18,797 | $33,478 | $25,000 | 9 | $28,953 | $12,701 | $28,222 |
| 2022 | $536,774 | $-13,355 | $44,500 | $33,000 | 10 | $37,152 | $6,512 | $29,180 |
| 2021 | $594,656 | $121,854 | $35,182 | $25,000 | 10 | $29,618 | $116,157 | $34,698 |
| 2020 | $505,186 | $40,049 | $32,200 | $23,750 | 8 | — | $35,783 | $27,658 |
Under IRS private-foundation payout rules, Joseph B Halbert Revocable Trust Dated May reported a distributable amount of $30K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Grantmaking
In filing year 2025, the foundation made 12 grants totaling $12,000. Each grant was $1,000. Recipients included individual scholarship recipients, the Salvation Army in Quincy, Massachusetts ($1,000 for its general fund), and Shore YMCA in Quincy, Massachusetts ($1,000 for its general fund).
The foundation states on its 2025 filing that it does not restrict giving to preselected organizations. The filing directs applicants to contact Bank of America c/o Emma Greene for the application process, materials, deadlines, and award restrictions.
Leadership & Key People
Leadership team and compensation from IRS filings
Bank of America is listed as trustee on the 2025 filing.
Joseph B Halbert Revocable Trust Dated May's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2020
1 hr/week
$5K (2020) → $3K (2025)
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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $3K, to Bank of America (Trustee).
Frequently asked questions about Joseph B Halbert Revocable Trust Dated May
How much does Joseph B Halbert Revocable Trust Dated May give each year?
Joseph B Halbert Revocable Trust Dated May gave $12K across 12 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $26K across 10 grants.
What is Joseph B Halbert Revocable Trust Dated May's typical grant size?
Joseph B Halbert Revocable Trust Dated May's median grant in 2025 was $1,000, and its average grant was $1,000, across 12 grants on its 2025 IRS Form 990-PF.
Where does Joseph B Halbert Revocable Trust Dated May give grants?
Joseph B Halbert Revocable Trust Dated May gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Quincy, MA (2 grants).
Does Joseph B Halbert Revocable Trust Dated May give general operating support?
Yes: 17% of Joseph B Halbert Revocable Trust Dated May's 2025 grants with a stated purpose (2 of 12) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Scholarship for" (10 grants).
How large is Joseph B Halbert Revocable Trust Dated May?
Joseph B Halbert Revocable Trust Dated May reported $669K in total assets on its 2025 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $30K (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.
How do I apply for a grant from Joseph B Halbert Revocable Trust Dated May?
Joseph B Halbert Revocable Trust Dated May has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.
What is Joseph B Halbert Revocable Trust Dated May's EIN?
Joseph B Halbert Revocable Trust Dated May's EIN (Employer Identification Number) is 04-6496117. 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 October 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 26, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
Live grants for the work Joseph B Halbert Revocable Trust Dated May funds
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