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Bernard J Holmberg Trust

Needham, MA · EIN 046010396 990-PF tax year 2025“Preselected organizations only” box checked

Historical funder research: IRS Form 990-PF filings from US private foundations, showing who funded what in past years. This is not a list of currently open grant calls, and we do not track open RFPs from private foundations. From public IRS Form 990-PF filings (latest on file for this funder: tax year 2025). Coverage: tax years 2019–2025. Freshness: the IRS releases these returns 1.5–2+ years after the tax year ends, so 2025 is still partial and a funder's newest grants may not appear yet. Last updated: November 14, 2026. Filings can contain errors, so confirm current priorities and deadlines with the funder before applying.

Grants paid (tax yr 2025)
$11,800
Assets (fair market value)
$235,874
Median grant to orgs
$1,100
all loaded years
Grants in our data
27
since tax year 2022
Giving by tax year
$5,600
2022
6 grants
$9,200
2023
7 grants
$5,950
2024
5 grants
$11,800
2025
9 grants

Year 2025 is still partial because many returns have not been filed or released yet. That is a freshness issue — coverage in our dataset is tax years 2019–2025.

Top recipient states
MA$31,450
IN$1,100
Cause areas funded
Philanthropy & Voluntarism3

Only 11.1% of this funder's organizational grants could be linked to an IRS cause code.

How to apply (from the 990-PF, tax year 2025)

The foundation checked the box saying it contributes only to preselected organizations and doesn't accept unsolicited requests.

Form & materials
Not stated
Deadlines
Not stated
Restrictions
Not stated
Recent grants to organizations
RecipientLocationPurpose (as filed)AmountTax yr
Boston College Institute for Advanced Jesuit StudiesChestnut Hill, MAPrograms$2,0002025
New England Village FamilyPembroke, MASupport$2,0002025
Charles River CenterNeedham, MASupport$2,0002025
St Mary's of the AssumptionDedham, MASupport$1,5002025
Driver for A CureBoston, MAResearch and treatment$1,2002025
Deutsches Altenheim FoundationWest Roxbury, MASupport for affiliated nursing home, the German Home$1,2002025
Umass Chan Medical School FoundationShrewsbury, MAPrograms$1,0002025
St Joseph ParishNeedham, MAUpkeep$5002025
GadnhsdcaNeedham, MASupport$4002025
Catholic Memorial High SchoolWest Roxbury, MAPrograms$2,0002024
New England Village FamilyPembroke, MASupport$1,5002024
Charles River CenterNeedham, MASupport$1,5002024
Deutsches Altenheim FoundationWest Roxbury, MASupport for affiliated nursing home, the German Home$7502024
GadnhsdcaNeedham, MASupport$2002024
New England Village FamilyPembroke, MASupport$2,0002023
Charles River CenterNeedham, MASupport$2,0002023
Catholic Memorial High SchoolWest Roxbury, MAPrograms$2,0002023
Deutsches Altenheim FoundationWest Roxbury, MARelief Efforts in Haiti$1,5002023
Umass Chan Medical School FoundationShrewsbury, MAVarious Programs$1,0002023
Drive for A CureBoston, MAResearch and Treatment$5002023
GadnhsdcaNeedham, MASupport$2002023
College of the Holy CrossNotre Dame, INPrograms$1,1002022
Umass Chan Medical School FoundationShrewsbury, MAVarious Programs$1,0002022
Deutsches Altenheim FoundationWest Roxbury, MARelief Efforts in Haiti$1,0002022
Charles River CenterNeedham, MASupport$1,0002022

Grants to individuals are counted but not named.

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