Bernard J Holmberg Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Bernard J Holmberg Trust. Data shown is extracted from Form 990-PF filings.
EIN: 04-6010396
Foundation Overview
Based in Needham, MA, Bernard J Holmberg Trust has awarded 31 grants totaling $35,550 to organizations in Massachusetts and Indiana. Individual grants range from $200 to $2,000, with a median award of $1,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
0 of 5 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
94% of all grants are concentrated in Massachusetts, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Massachusetts, funding concentrates in West Roxbury (34%), Needham (34%), Shrewsbury (14%).
Funding Trajectory
Stable funding levels with 6% change over 2 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
Diversified giving across multiple program areas with primary emphasis on healthcare (33%). This broad approach suggests openness to various causes and innovative cross-sector solutions.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Bernard J Holmberg Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Catholic Memorial High School | $2,000 | West Roxbury, MA, US | Programs | 2024 |
| Charles River Center | $1,500 | Needham, MA, US | Support | 2024 |
| Deutsches Altenheim Foundation | $750 | West Roxbury, MA, US | Support For Affiliated Nursing Home, The German Home | 2024 |
| Gadnhsdca | $200 | Needham, MA, US | Support | 2024 |
| New England Village Family | $1,500 | Pembroke, MA, US | Support | 2024 |
| Catholic Memorial High School | $2,000 | West Roxbury, MA, US | Programs | 2023 |
| Charles River Center | $2,000 | Needham, MA, US | Support | 2023 |
| Drive For A Cure | $500 | Boston, MA, US | Research And Treatment | 2023 |
| Deutsches Altenheim Foundation | $1,500 | West Roxbury, MA, US | Relief Efforts In Haiti | 2023 |
| New England Village Family | $2,000 | Pembroke, MA, US | Support | 2023 |
| Umass Chan Medical School Foundation | $1,000 | Shrewsbury, MA, US | Various Programs | 2023 |
| Gadnhsdca | $200 | Needham, MA, US | Support | 2023 |
| Catholic Memorial High School | $2,000 | West Roxbury, MA, US | Programs | 2023 |
| Charles River Center | $2,000 | Needham, MA, US | Support | 2023 |
| Drive For A Cure | $500 | Boston, MA, US | Research And Treatment | 2023 |
| Deutsches Altenheim Foundation | $1,500 | West Roxbury, MA, US | Relief Efforts In Haiti | 2023 |
| New England Village Family | $2,000 | Pembroke, MA, US | Support | 2023 |
| Umass Chan Medical School Foundation | $1,000 | Shrewsbury, MA, US | Various Programs | 2023 |
| Gadnhsdca | $200 | Needham, MA, US | Support | 2023 |
| College Of The Holy Cross | $1,100 | Notre Dame, IN, US | Programs | 2022 |
| Catholic Memorial High School | $1,000 | West Roxbury, MA, US | Programs | 2022 |
| Charles River Center | $1,000 | Needham, MA, US | Support | 2022 |
| Needham High School Distinguished Career Award | $500 | Needham, MA, US | Support | 2022 |
| Deutsches Altenheim Foundation | $1,000 | West Roxbury, MA, US | Relief Efforts In Haiti | 2022 |
| Umass Chan Medical School Foundation | $1,000 | Shrewsbury, MA, US | Various Programs | 2022 |
| College Of The Holy Cross | $1,100 | Notre Dame, IN, US | Programs | 2022 |
| Catholic Memorial High School | $1,000 | West Roxbury, MA, US | Programs | 2022 |
| Charles River Center | $1,000 | Needham, MA, US | Support | 2022 |
| Needham High School Distinguished Career Award | $500 | Needham, MA, US | Support | 2022 |
| Deutsches Altenheim Foundation | $1,000 | West Roxbury, MA, US | Relief Efforts In Haiti | 2022 |
| Umass Chan Medical School Foundation | $1,000 | Shrewsbury, MA, US | Various Programs | 2022 |
Foundations Similar to Bernard J Holmberg Trust
Discover 5 foundations with comparable assets ($212,820-$219,172), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Female Charitable Association
EIN: 04-6112274 | 84 grants awarded |
$216,228
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$1,000
median grant |
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Maxwell V Blum Family Foundation
EIN: 22-2659555 | 69 grants awarded |
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$500
median grant |
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|
Stone Family Charitable Foundation
EIN: 04-6121448 | 145 grants awarded |
$217,628
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$1,300
median grant |
Brighton, MA
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|
Evangelical Missionary Society
EIN: 04-6061030 | 18 grants awarded |
$212,820
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$1,400
median grant |
Boston, MA
Same state |
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The Catherine E Philbin Memorial
EIN: 04-3406706 | 97 grants awarded |
$219,172
(≈ Similar) |
$1,000
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Oxford, MA
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Related Foundation Resources in MA:
Contact Information
Official contact details for Bernard J Holmberg Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 04-6010396 |
| Website | N/A |
| Address | CO J HEALY 1208 GREENDALE AVE 2 Needham, MA 02492-0000 |
Key People (1)
Board members, trustees, and key staff who oversee Bernard J Holmberg Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | James G Healy |
|---|
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Bernard J Holmberg Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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