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Filing year 2024

BERNARD J HOLMBERG TRUST

Needham, Massachusetts·EIN 04-6010396·NTEE T20 · Philanthropy, Voluntarism & Grantmaking Foundations

* Sector derived from filing type (Form 990-PF), not IRS-assigned

Total revenue
$5k
Total assets
$114k
Total expenses
$9k
Reported officers
1

Reported officers (all unpaid)

No paid executives reported in 2024. BERNARD J HOLMBERG TRUST reported 1 unpaid officer or board member on its 990-PF.

Trustee
Pay in context

Top pay as a share of expenses

In 2023, the highest total compensation at BERNARD J HOLMBERG TRUST equaled 22% of the organization's total expenses. The median for philanthropy, voluntarism & grantmaking organizations is 15%.

This organization (2023)
22%
Sector median
15%
Middle half of sector
5% to 24%

Based on 35,946 philanthropy, voluntarism & grantmaking organizations, each measured at its most recent filing year with reported expenses and compensation.

Grants paid

Itemized grants reported on this foundation's 2024 Form 990-PF, Part XV.

Total granted

$6k

Itemized grants

5

Median grant

$2k

RecipientLocationPurposeAmount
Catholic Memorial High SchoolWest Roxbury, MAPrograms$2k
Charles River CenterNeedham, MASupport$2k
New England Village FamilyPembroke, MASupport$2k
Deutsches Altenheim FoundationWest Roxbury, MASupport for affiliated nursing home, the German Home$750
GADNHSDCANeedham, MASupport$200
Financial trend

Revenue and expenses over time

BERNARD J HOLMBERG TRUST reported revenue and expenses across 2 filing years.

RevenueExpenses
$10k
$12k
2023
$5k
$9k
2024
Total revenue and total expenses from IRS Form 990 filings.

This is a private foundation. Peers are foundations of similar asset size (Under $1M), because foundation pay scales with assets under management, not revenue.

Sector benchmark

What Philanthropy, Voluntarism & Grantmaking executives earn in Massachusetts

BERNARD J HOLMBERG TRUST reported no executive compensation in its latest filing. For context, the highest-paid executive at a comparable philanthropy, voluntarism & grantmaking organization in Massachusetts earns a median of $17,596.

25th percentile
$5k
Median
$17,596
75th percentile
$66k
90th percentile
$171k

These are philanthropy, voluntarism & grantmaking sector-wide figures, not this organization's reported pay. Based on 925 organizations across 925 filings (2021 – 2024).

See full Philanthropy, Voluntarism & Grantmaking pay data for Massachusetts

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FAQ

Common questions about BERNARD J HOLMBERG TRUST

What are BERNARD J HOLMBERG TRUST's revenue and expenses?

In 2024, BERNARD J HOLMBERG TRUST reported $5k in total revenue and $9k in total expenses on its IRS Form 990.

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This is a private foundation. Peers are foundations of similar asset size (Under $1M), because foundation pay scales with assets under management, not revenue.