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Form 990-PFTax year 2025EIN 04-6010396

Bernard J Holmberg Trust

A private foundation in Needham, MA. Its return for tax year 2025 lists 9 grants and $11,800 paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

5 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2025

    $11,800

    Grants listed
    9
    Assets, end of year
    $98,395

  • Tax year 2024

    $5,950

    Grants listed
    5
    Assets, end of year
    $114,102

  • Tax year 2023

    $9,200

    Grants listed
    7
    Assets, end of year
    $118,010

  • Tax year 2022

    $5,600

    Grants listed
    6
    Assets, end of year
    $119,735

  • Tax year 2021

    $0

    Grants listed
    0
    Assets, end of year
    $125,006

Grants paid in 2025

9 grants, largest first

As listed on the return.

  1. Charles River CenterNeedham, MA

    Support

    $2,000
  2. New England Village FamilyPembroke, MA

    Support

    $2,000
  3. Boston College Institute for Advanced Jesuit StudiesChestnut Hill, MA

    Programs

    $2,000
  4. St Mary's of the AssumptionDedham, MA

    Support

    $1,500
  5. Deutsches Altenheim FoundationWest Roxbury, MA

    Support for affiliated nursing home, the German Home

    $1,200
  6. Driver For A CureBoston, MA

    Research and treatment

    $1,200
  7. UMASS Chan Medical School FoundationWorcester, MA

    Programs

    $1,000
  8. St Joseph ParishNeedham, MA

    Upkeep

    $500
  9. GadnhsdcaNeedham, MA

    Support

    $400

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Philanthropy and grantmaking2 grants $2,200100% of the total

By State

Grants to organizations with a US address, latest year.

  1. Massachusetts9 grants $11,800

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • James G HealyTRUSTEE Hours 0.5Pay $6,350

The return

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