Bedell Holmes Harned Trust Fund
EIN 136839419Total Given 2020–2023
$473K
12 grants · $118K avg/year
based on 4 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$38K
typical mid grants · $37K–$41K
grant size
100%
deep partner · 3/3 multi-year
repeat
$2.6M
Assets (2023)
3
Distinct Recipients
About
THE RETURN WAS TIMELY FILED VIA UNITED STATES POSTAL SERVICE CERTIFIED MAIL PRIOR TO THE ORIGINAL MAY 17, 2021 DEADLINE. NOTICE #0422897269 WAS ISSUED TO THE TAXPAYER EXPLAINING THAT THE 2020 FORM 990-PF IS BEING RETURNED AND THAT IT MUST BE SUBMITTED ELECTRONICALLY. THE TAXPAYER HAS A LONG-STANDING HISTORY OF FILING THEIR ANNUAL RETURN FOR PRIVATE FOUNDATIONS IN A TIMELY MANNER. WE RESPECTFULLY REQUEST THAT THE RETURN BE CONSIDERED TIMELY-FILED PER THE MAILING DATE OF MAY 11, 2021 ON THE ATTACHED CERTIFIED MAILING LABEL.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(857) 244-2202
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $110K | $2.7M | $269K | 3 |
| 2021 | $112K | $2.9M | $361K | 3 |
| 2022 | $132K | $2.4M | $54K | 3 |
| 2023 | $119K | $2.6M | $50K | 3 |
Grant Size Distribution
Based on 12 grants on record
Minimum
$37K
25th Pctl
$37K
Median
$38K
Average
$39K
75th Pctl
$41K
Maximum
$44K
Geographic Distribution
Officers & Directors
HC
Howard E Cox Jr
4+ yrs
Trustee
EE
Edward F Cox Esq
4+ yrs
Trustee
EE
Edward F Cox Esq
4+ yrs
Trustee
HC
Howard E Cox Jr
4+ yrs
Trustee
EE
Edward F Cox Esq
4+ yrs
Trustee
HC
Howard E Cox Jr
4+ yrs
Trustee
HC
Howard E Cox Jr
4+ yrs
Trustee
EE
Edward F Cox Esq
4+ yrs
Trustee
Grants Awarded (12 total)
| Purpose | ||||
|---|---|---|---|---|
| Association Foundation | Boston, MA | $43,916 | FOR CHARITABLE GRANTMAKING AND OPERATING PURPOSES OF THE ASSOCIATION FOUNDATION | 2022 |
| Society of Colonial Wars | New York, NY | $43,916 | GENERAL SUPPORT | 2022 |
| St Bartholomews Church | New York, NY | $43,916 | GENERAL SUPPORT | 2022 |
| Association Foundation | Boston, MA | $39,580 | FOR CHARITABLE GRANTMAKING AND OPERATING PURPOSES OF THE ASSOCIATION FOUNDATION | 2023 |
| Society of Colonial Wars | New York, NY | $39,580 | GENERAL SUPPORT | 2023 |
| St Bartholomews Church | New York, NY | $39,580 | GENERAL SUPPORT | 2023 |
| Association Foundation | Boston, MA | $37,252 | FOR CHARITABLE GRANTMAKING AND OPERATING PURPOSES OF THE ASSOCIATION FOUNDATION | 2021 |
| Society of Colonial Wars | New York, NY | $37,252 | GENERAL SUPPORT | 2021 |
| St Bartholomews Church | New York, NY | $37,252 | GENERAL SUPPORT | 2021 |
| Association Foundation | Boston, MA | $36,797 | FOR CHARITABLE GRANTMAKING AND OPERATING PURPOSES OF THE ASSOCIATION FOUNDATION | 2020 |
| Society of Colonial Wars | New York, NY | $36,797 | GENERAL SUPPORT | 2020 |
| St Bartholomews Church | New York, NY | $36,797 | GENERAL SUPPORT | 2020 |