Massachusetts · Private foundation
Bernard J Holmberg Trust
Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
- $12k
- Granted FY2025(still arriving)
- 9
- Grants FY2025
- 5
- Organizations funded FY2024
- 0%
- First-time grantees FY2024
- Median grant, FY2025
- $1,200
- Largest grant, FY2025
- $2,000
- Organizations funded a year
- 5 to 7
- FY2022 to FY2024
- States reached, FY2025
- 1
- Total assets, FY2025
- $98k
- Applications
- Preselected organizations only
- Per its most recent filing; check its own site
How open it is to new grantees
In FY2024, 0% of the organizations Bernard J Holmberg Trust funded were first-time grantees, receiving 0% of its grant dollars.
New vs renewed · share of each year
In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.
How this is measured
The numbers by year
| Fiscal year | Organizations funded | To those organizations | First-time grantees |
|---|---|---|---|
| FY2025still arriving | 9 | $12k | 44% |
| FY2024 | 5 | $6k | 0% |
| FY2023 | 7 | $9k | 43% |
| FY2022 | 6 | $6k | n/a |
What it funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year, FY2022 to 2024.
Top grantees
Largest recipients by total granted, FY2022 to FY2025, and the share of each one’s budget the grants supplied at peak.
| Grantee | Total granted | Years | Share of their budget |
|---|---|---|---|
| Charles River Association for Retarded Citizens Inc | $6,500 | 4 | 0% |
| Deutsches Altenheim Foundation Inc | $4,450 | 4 | 0% |
| Umass Chan Medical School Foundation Inc | $3,000 | 3 | n/a |
Plus 10 recipients with no EIN on record ($19k), not named here.
About Bernard J Holmberg Trust
- How much does Bernard J Holmberg Trust give?
- Bernard J Holmberg Trust reported 9 grants totaling $11,800 in its FY2025 IRS filing. It funded between 5 and 7 organizations a year over FY2022 to FY2024.
- What does Bernard J Holmberg Trust fund?
- By grant dollars over FY2022 to FY2025, its largest causes are Education (32%), Philanthropy (25%), Health (24%).
- Who are Bernard J Holmberg Trust's largest grantees?
- By total granted over FY2022 to FY2025: Charles River Association for Retarded Citizens Inc ($7k), Deutsches Altenheim Foundation Inc ($4k), Umass Chan Medical School Foundation Inc ($3k).
- Does Bernard J Holmberg Trust fund new organizations?
- In FY2024, 0% of the organizations it funded were first-time grantees.
- Does Bernard J Holmberg Trust accept unsolicited applications?
- Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
- Where is Bernard J Holmberg Trust based?
- Bernard J Holmberg Trust is based in MA.
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