Josephine Moore Tr Fbo Holmestead

BANGOR, ME EIN: 01-6016999

Josephine Moore Tr Fbo Holmestead is a private foundation, based in BANGOR, ME. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $283K in total assets. In 2025, it awarded 1 grants totaling $21K. Net investment income was $8K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$283K

-5.0% YoY

Annual Giving

$21K

+5.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$21K

+5.8% YoY

Under IRS private-foundation payout rules, Josephine Moore Tr Fbo Holmestead reported a distributable amount of $21K for 2025 — the minimum it must pay out in qualifying distributions.

About Josephine Moore Tr Fbo Holmestead

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maine $103K (100%)

States

Maine

Cities

Calais

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$282,949	$297,987	$295,184
Revenue	$9,898	$27,212	$13,326
Expenses	$25,007	$24,386	$26,270
Qualifying Distributions	$21,468	$21,757	$24,056
Net Investment Income	$8,125	$24,742	$11,389
Distributable Amount	$21,442	$19,381	$19,181

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include The Holmestead Inc ($20,506).

Recipient	Purpose	Amount
THE HOLMESTEAD INC CALAIS, ME	SUPPORT OF NAMED	$20,506

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Josephine Moore Tr Fbo Holmestead?

As of 2025, Josephine Moore Tr Fbo Holmestead holds $283K in total assets with $10K in annual revenue. It awarded 1 grants totaling $21K in 2025.

Where does Josephine Moore Tr Fbo Holmestead operate?

Josephine Moore Tr Fbo Holmestead has awarded grants in Maine.

What size grants does Josephine Moore Tr Fbo Holmestead award?

In 2025, Josephine Moore Tr Fbo Holmestead awarded 1 grants totaling $21K — an average of about $21K per grant, based on its IRS Form 990 filings.

How much is Josephine Moore Tr Fbo Holmestead required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Josephine Moore Tr Fbo Holmestead reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2021–2025.