Josephine Moore Tr FBO Holmestead
Josephine Moore Tr FBO Holmestead is a private foundation, based in Bangor, ME. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $303K in total assets. In 2026, it awarded 1 grant totaling $21K. Net investment income was $42K.
Josephine Moore Tr FBO Holmestead at a glance
In short: Josephine Moore Tr FBO Holmestead gave $21K across 1 grant in 2026 (avg $21K), mostly in Maine. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $21,203
- +3.4% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $21,203
- +3.4% vs 2025
- Median grant
- $21,203
- Total assets
- $302,890
- +7.0% vs 2025
- Primary geography
- Maine (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026.
Who Josephine Moore Tr FBO Holmestead funds
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was The Holmestead Inc ($21K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
How Josephine Moore Tr FBO Holmestead gives
- Giving held roughly steady from 2023 to 2026 (−5%). Method
- In 2026 it paid out 101% of its IRS minimum distribution (the 5% rule). 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 2021 to 2026, annual grant giving ranged from $18K (2021) to $23K (2022). In 2026 it made 1 grant totaling $21K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Holmestead Inc Calais, ME | Support of Named | $21,203 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $302,890 | $45,962 | $26,026 | $21,203 | 1 | $22,676 | $42,495 | $22,379 |
| 2025 | $282,949 | $9,898 | $25,007 | $20,506 | 1 | $21,468 | $8,125 | $21,442 |
| 2024 | $297,987 | $27,212 | $24,386 | $19,384 | 1 | $21,757 | $24,742 | $19,381 |
| 2023 | $295,184 | $13,326 | $26,270 | $22,378 | 1 | $24,056 | $11,389 | $19,181 |
| 2022 | $308,203 | $22,988 | $27,535 | $22,677 | 1 | $25,477 | $19,959 | $22,069 |
| 2021 | $312,749 | $12,779 | $22,082 | $17,805 | 1 | — | $10,667 | $20,026 |
Under IRS private-foundation payout rules, Josephine Moore Tr FBO Holmestead reported a distributable amount of $22K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Josephine Moore Tr FBO Holmestead's only listed officer is Bangor Saving Bank, Trustee on every filing since 2022 (compensated).
Officers on the 2026 filing
Bangor Saving Bank
Trustee
On filings since 2022
2 hrs/week
$3K (2022) → $3K (2026)
Former officers (1)
- Former: Bangor Savings Bank (2021) — Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $3K, to Bangor Saving Bank (Trustee).
Frequently asked questions about Josephine Moore Tr FBO Holmestead
How much does Josephine Moore Tr FBO Holmestead give each year?
Josephine Moore Tr FBO Holmestead gave $21K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $21K across 1 grant.
How large is Josephine Moore Tr FBO Holmestead?
Josephine Moore Tr FBO Holmestead reported $303K in total assets on its 2026 IRS Form 990-PF. It paid out $23K in qualifying distributions that year, against a required minimum of $22K (roughly 5% of its investment assets).
Where does Josephine Moore Tr FBO Holmestead operate?
Josephine Moore Tr FBO Holmestead has awarded grants in Maine.
What is Josephine Moore Tr FBO Holmestead's EIN?
Josephine Moore Tr FBO Holmestead's EIN (Employer Identification Number) is 01-6016999. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 16, 2026)
- IRS filings on file for fiscal years 2021–2025
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