Joseph B Halbert Revocable Trust Dated May
The Joseph B Halbert Revocable Trust Dated May is a Form 990-PF (a private foundation) based in Concord, New Hampshire. Its 2025 filing reports grants for scholarships and general-fund support to recipients in Massachusetts.
Key facts about Joseph B Halbert Revocable Trust Dated May
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.
- EIN
- 04-6496117
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $12,000
- Grants made (2025)
- 12
- Average grant
- $1,000
- Median grant
- $1,000
- Total assets
- $669,172
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$669K
+27.5% YoY
Annual Giving
$12K
-53.4% YoY
Grant Count
12
+20.0% YoY
Avg Grant Size
$1K
-61.1% YoY
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.
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.
Mission & Focus Areas
No mission statement is provided. The 2025 grants show support for scholarships and for the general funds of the Salvation Army and Shore YMCA; the filing does not identify further focus areas.
Grantmaking
In 2025, the trust reported 12 grants totaling $12,000. Each grant was $1,000. Recipients included 10 individuals receiving grants described as scholarships, as well as the Salvation Army in Quincy and Shore YMCA, each receiving $1,000 for general-fund support.
Review Cycle
, and restrictions on awards, it directs applicants to contact Bank of America c/o Emma Greene.
Ready to take the next step with Joseph B Halbert Revocable Trust Dated May?
Geographic Focus
Where this funder awards grants
All reported grant dollars in 2025 went to recipients in Massachusetts.
Grant Distribution by State
Share of all 12 itemized 2025 grant dollars.
Cities
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.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Chloe Wu ($1K). Together the top 10 received $10K.
Grant Size Distribution
51 grants across all recorded years
The most common grant size was under $50K: 51 grants of 51 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Chloe Wu Quincy, MA | Scholarship for | $1,000 |
| Elijah Kim Quincy, MA | Scholarship for | $1,000 |
| Pichsinee Jindawit Weymouth, MA | Scholarship for | $1,000 |
| Annie Zheng Quincy, MA | Scholarship for | $1,000 |
| Salvation Army Quincy, MA | Funds for General Fund | $1,000 |
| Jonathan Baldini Quincy, MA | Scholarship for | $1,000 |
| Tayf Alsaad Quincy, MA | Scholarship for | $1,000 |
| Shore YMCA Quincy, MA | Funds for the General Fund | $1,000 |
| Jenny Wong Quincy, MA | Scholarship for | $1,000 |
| Robert Mbrice Quincy, MA | Scholarship for | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $669,172 | $170,007 | $26,155 | $12,000 (12 grants) |
| 2024 | $524,640 | $56,195 | $52,967 | $25,740 (10 grants) |
| 2023 | $521,900 | $18,797 | $33,478 | $25,000 (9 grants) |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $669,172 | $524,640 | $521,900 |
| Revenue | $170,007 | $56,195 | $18,797 |
| Expenses | $26,155 | $52,967 | $33,478 |
| Qualifying Distributions | $18,010 | $47,500 | $28,953 |
| Net Investment Income | $162,062 | $50,777 | $12,701 |
| Distributable Amount | $30,197 | $30,416 | $28,222 |
Data update history
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)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bank of America as trustee.
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).
Contact
Application contact: Bank Of America Co Emma Greene
Mailing address: 225 Franklin Street, Boston, MA 02110
Phone: (617) 434-0329
Email: n/a
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 (11 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).
Who are Joseph B Halbert Revocable Trust Dated May's largest grantees?
Joseph B Halbert Revocable Trust Dated May's largest 2025 grantees include Chloe Wu ($1,000), Elijah Kim ($1,000) and Pichsinee Jindawit ($1,000), according to its 2025 IRS Form 990-PF. Together they received 25% of its itemized 2025 grant dollars.
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).
What does Joseph B Halbert Revocable Trust Dated May fund?
No mission statement is provided. The 2025 grants show support for scholarships and for the general funds of the Salvation Army and Shore YMCA; the filing does not identify further focus areas. See mission & focus areas ↑
How do I apply for a grant from Joseph B Halbert Revocable Trust Dated May?
In 2025, the trust reported 12 grants totaling $12,000. Each grant was $1,000. Recipients included 10 individuals receiving grants described as scholarships, as well as the Salvation Army in Quincy and Shore YMCA, each receiving $1,000 for general-fund support.
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 September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Joseph B Halbert Revocable Trust Dated May by hand.
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