Private Foundation

BERNARD J HOLMBERG TRUST

BERNARD J HOLMBERG TRUST is a Private Foundation headquartered in NEEDHAM, MA. Financial data from the 2024 filing: $5K revenue, $9K expenses, $114K total assets. IRS filings disclose 18 grants awarded by this foundation, totaling roughly $21K.

EIN: 046010396 NEEDHAM, MA Latest filing: 2024

Total Revenue$5K

Total Expenses$9K

Total Assets$114K

Grants Given18

Grant Total$21K

Filing Years2021–2024

Sample Grants Given

Catholic Memorial High School

West Roxbury, MA · 2024

Programs

$2,000

New England Village Family

Pembroke, MA · 2024

Support

$1,500

Charles River Center

Needham, MA · 2024

Support

$1,500

Deutsches Altenheim Foundation

West Roxbury, MA · 2024

Support for affiliated nursing home, the German Home

$750

GADNHSDCA

Needham, MA · 2024

Support

$200

Showing up to 5 of 18 total records — full history available with membership.

Officers & Directors

TRUSTEE James G Healy

Officer compensation and complete director data available with membership.

Top Grant Purposes

Support

$8,900 8 grants

Programs

$6,100 4 grants

Relief Efforts in Haiti

$2,500 2 grants

Various Programs

$2,000 2 grants

Support for affiliated nursing home, the German Home

$750 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2024	$5K	$9K	$114K
2023	$10K	$12K	$118K
2022	$6K	$11K	$120K
2021	$23K	$29K	$125K

Between 2021 and 2024, reported annual revenue declined from $23K to $5K (-79%), with total assets most recently reported at $114K.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in IN, MA.

INMA

Full geographic grant map with state-by-state breakdown available with membership.

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