Holley Berton E Ta Xxxxx7005
EIN 226149370Total Given 2020–2023
$866K
24 grants · $217K avg/year
based on 4 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$35K
typical mid grants · $35K–$36K
grant size
100%
deep partner · 6/6 multi-year
repeat
$4.8M
Assets (2023)
6
Distinct Recipients
About
The New Jersey Office of the Attorney General has indicated that no Forms 990-PF should be filed with the State unless a charitable organization has pre-registered with the office. Although the situs of this trust is New Jersey, it does not solicit contributions from the public and therefore it does not meet the registration requirements of the State of New Jersey. As a result, the trust does not furnish a copy of its Form 990-PF to the State.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(800) 496-2583
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $207K | $5.0M | $306K | 6 |
| 2021 | $209K | $5.4M | $381K | 6 |
| 2022 | $238K | $4.4M | $98K | 6 |
| 2023 | $212K | $4.8M | $246K | 6 |
Grant Size Distribution
Based on 24 grants on record
Minimum
$34K
25th Pctl
$35K
Median
$35K
Average
$36K
75th Pctl
$36K
Maximum
$40K
Geographic Distribution
Officers & Directors
JN
Jp Morgan Chase Bank Na
4+ yrs
Trustee
JN
Jp Morgan Chase Bank Na
4+ yrs
Trustee
JN
Jp Morgan Chase Bank Na
4+ yrs
Trustee
JN
Jp Morgan Chase Bank Na
4+ yrs
Trustee
Grants Awarded (24 total)
| Purpose | ||||
|---|---|---|---|---|
| Webster Presbyterian Church | Webster, NY | $39,733 | GENERAL | 2022 |
| Princeton Theological Seminary | Princeton, NJ | $39,733 | GENERAL | 2022 |
| Morris Center Ymca | Cedar Knolls, NJ | $39,733 | GENERAL | 2022 |
| First Presbyterian Church | Boonton, NJ | $39,733 | GENERAL | 2022 |
| Lakeland Hills Ymca | Mountain Lakes, NJ | $39,733 | GENERAL | 2022 |
| Morristown Mem Hospital Health Fdn | Morristown, NJ | $39,733 | GENERAL | 2022 |
| Webster Presbyterian Church | Webster, NY | $35,380 | GENERAL | 2023 |
| Princeton Theological Seminary | Princeton, NJ | $35,380 | GENERAL | 2023 |
| Morris Center Ymca | Cedar Knolls, NJ | $35,380 | GENERAL | 2023 |
| First Presbyterian Church | Boonton, NJ | $35,380 | GENERAL | 2023 |
| Lakeland Hills Ymca | Mountain Lakes, NJ | $35,380 | GENERAL | 2023 |
| Morristown Mem Hospital Health Fdn | Morristown, NJ | $35,380 | GENERAL | 2023 |
| Webster Presbyterian Church | Webster, NY | $34,816 | GENERAL | 2021 |
| Princeton Theological Seminary | Princeton, NJ | $34,816 | GENERAL | 2021 |
| Morris Center Ymca | Cedar Knolls, NJ | $34,816 | GENERAL | 2021 |
| First Presbyterian Church | Boonton, NJ | $34,816 | GENERAL | 2021 |
| Lakeland Hills Ymca | Mountain Lakes, NJ | $34,816 | GENERAL | 2021 |
| Morristown Mem Hospital Health Fdn | Morristown, NJ | $34,816 | GENERAL | 2021 |
| Webster Presbyterian Church | Webster, NY | $34,422 | GENERAL | 2020 |
| Princeton Theological Seminary | Princeton, NJ | $34,422 | GENERAL | 2020 |
| Morris Center YMCA | Cedar Knolls, NJ | $34,422 | GENERAL | 2020 |
| First Presbyterian Church | Boonton, NJ | $34,422 | GENERAL | 2020 |
| Lakeland Hills Ymca | Mountain Lakes, NJ | $34,422 | GENERAL | 2020 |
| Morristown Mem Hospital Health Fdn | Morristown, NJ | $34,422 | GENERAL | 2020 |