Bernard J Holmberg Trust
Preselected recipients only
Bernard J Holmberg Trust is a private foundation in Needham, Massachusetts. In tax year 2025 it gave $11,800 in 9 grants; the typical grant was $1,200 and the largest $2,000. It only gives to organizations it selects itself and does not accept unsolicited applications.
From its IRS Form 990-PF for tax year 2025.
- Grants paid, 2025$11,800
- Number of grants9
- Typical grant$1,200
- Largest grant$2,000
- Assets$235,874
- New grantees56%
Giving in 2025 was up from $5,950 the year before.
56% of its 2025 grantees had not received a grant from it the year before, a sign it is open to new organizations.
Giving by year
| Tax year | Grants paid | Number of grants | Assets |
|---|---|---|---|
| 2023 | $9,200 | 7 | $185,104 |
| 2024 | $5,950 | 5 | $215,860 |
| 2025 | $11,800 | 9 | $235,874 |
How to apply
Bernard J Holmberg Trust says in its IRS filing that it only makes contributions to preselected organizations, so unsolicited applications are unlikely to be considered. Organizations it funds are usually invited.
What Bernard J Holmberg Trust funds
Where it gives
All of its grants went to recipients in Massachusetts.
| State | Grants | Amount |
|---|---|---|
| Massachusetts | 9 | $11,800 |
Grants paid in 2025
| Recipient | Purpose | Amount |
|---|---|---|
| Charles River Center | Support | $2,000 |
| New England Village Family | Support | $2,000 |
| Boston College Institute for Advanced Jesuit Studies | Programs | $2,000 |
| St Mary's of the Assumption | Support | $1,500 |
| Deutsches Altenheim Foundation | Support for affiliated nursing home, the German Home | $1,200 |
| Driver For A Cure | Research and treatment | $1,200 |
| UMASS Chan Medical School Foundation | Programs | $1,000 |
| St Joseph Parish | Upkeep | $500 |
| Gadnhsdca | Support | $400 |
Officers and trustees
- James G Healy
Questions people ask
Does Bernard J Holmberg Trust accept grant applications?
No. Its IRS filing says it only makes contributions to preselected organizations.
How much does Bernard J Holmberg Trust give?
$11,800 in tax year 2025, across 9 grants, with a typical grant of $1,200.
Who runs Bernard J Holmberg Trust?
Its 2025 filing lists James G Healy (Trustee).
What does Bernard J Holmberg Trust fund?
Based on its grants, mainly education and health.