Holt & Bugbee Foundation Inc | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Holt & Bugbee Foundation Inc. Data shown is extracted from Form 990-PF filings.

EIN: 20-0446975

Foundation Overview

Based in Tewksbury, MA, Holt & Bugbee Foundation Inc has awarded 37 grants totaling $271,193 to organizations in Massachusetts. Individual grants range from $2,500 to $30,000, with a median award of $5,231.

Latest Tax Year
2023
Total Giving (all years)
$271,193
Total Assets
$400,501
Median Grant (all grants)
$5,231

Latest Form 990-PF Snapshot

Total Grants
12
Median Grant
$10,000
% Median Grant Growth
+100% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Highly Accessible: 100%

12 of 12 recipients (100%) were new grantees. Foundation prioritizes discovering new partners. Most funding supports first-time applicants with compelling missions.

Geographic Focus
Massachusetts

100% of all grants are concentrated in Massachusetts, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Massachusetts, funding concentrates in Tewksbury (35%), Andover (22%), Lowell (16%).

Funding Trajectory
+32%

Moderate 32% growth trend over 3 years suggests stable and gradually increasing funding capacity. This positive trajectory indicates reliable grant-making resources and sustainable philanthropic commitment.

Program Areas
Education + Community Projects

Dual focus on education (50%) and community projects, indicating strategic concentration in complementary program areas.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Holt & Bugbee Foundation Inc's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Partners In Child Development $2,500 Andover, MA, US Operating Support 2023
Bread And Roses Heritage Committee Inc $5,250 Lawrence, MA, US Operating Support 2023
Utec Inc $10,000 Lowell, MA, US Operating Support 2023
North Bennet Street School $10,000 Boston, MA, US Operating Support 2023
Challenge Unlimited At Ironstone Farm $10,000 Andover, MA, US Operating Support 2023
Tewksbury Memorial High Chool $15,000 Tewksbury, MA, US Scholarships 2023
Partners In Child Development $2,500 Andover, MA, US Operating Support 2023
Bread And Roses Heritage Committee Inc $5,250 Lawrence, MA, US Operating Support 2023
Utec Inc $10,000 Lowell, MA, US Operating Support 2023
North Bennet Street School $10,000 Boston, MA, US Operating Support 2023
Challenge Unlimited At Ironstone Farm $10,000 Andover, MA, US Operating Support 2023
Tewksbury Memorial High Chool $15,000 Tewksbury, MA, US Scholarships 2023
Bread And Roses $5,231 Lawrence, MA, US Operating Support 2022
La Colaborative $5,000 Chelsea, MA, US Operating Support 2022
Merrimack Valley Food Bank $5,000 Lowell, MA, US Operating Support 2022
Student Scholarships Co Tewksbury M $10,000 Tewksbury, MA, US Scholarships 2022
Tewksbury Community Pantry $5,000 Tewksbury, MA, US Operating Support 2022
Tewksbury Memorial High School Robotics Club $5,000 Tewksbury, MA, US Operating Support 2022
The Professional Center For Child Development $2,500 Andover, MA, US Operating Support 2022
Bread And Roses $5,231 Lawrence, MA, US Operating Support 2022
La Colaborative $5,000 Chelsea, MA, US Operating Support 2022
Merrimack Valley Food Bank $5,000 Lowell, MA, US Operating Support 2022
Student Scholarships Co Tewksbury M $10,000 Tewksbury, MA, US Scholarships 2022
Tewksbury Community Pantry $5,000 Tewksbury, MA, US Operating Support 2022
Tewksbury Memorial High School Robotics Club $5,000 Tewksbury, MA, US Operating Support 2022
The Professional Center For Child Development $2,500 Andover, MA, US Operating Support 2022
Bread And Roses $5,231 Lawrence, MA, US Operating Support 2022
La Colaborative $5,000 Chelsea, MA, US Operating Support 2022
Merrimack Valley Food Bank $5,000 Lowell, MA, US Operating Support 2022
Student Scholarships Co Tewksbury M $10,000 Tewksbury, MA, US Scholarships 2022
Tewksbury Community Pantry $5,000 Tewksbury, MA, US Operating Support 2022
Tewksbury Memorial High School Robotics Club $5,000 Tewksbury, MA, US Operating Support 2022
The Professional Center For Child Development $2,500 Andover, MA, US Operating Support 2022
Student Scholarships Co Tewksbury M $10,000 Tewksbury, MA, US Scholarships 2021
Professional Center For Handicapped Children Inc $2,500 Andover, MA, US Operating Support 2021
Student Scholarships Co Tewksbury M $10,000 Tewksbury, MA, US Scholarships 2020
Utech Lowell $30,000 Lowell, MA, US Operating Support 2020

Foundations Similar to Holt & Bugbee Foundation Inc

Discover 5 foundations with comparable assets ($392,826-$404,215), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 20-5907069 | 56 grants awarded
$399,104
(≈ Similar)
$5,000
median grant
Lexington, MA
Same state
100%
Excellent match

EIN: 36-4641318 | 18 grants awarded
$404,215
(≈ Similar)
$10,000
median grant
Andover, MA
Same state
100%
Excellent match

EIN: 04-2764707 | 30 grants awarded
$395,291
(≈ Similar)
$4,550
median grant
Hanover, MA
Same state
99%
Excellent match

EIN: 27-6142506 | 25 grants awarded
$392,996
(≈ Similar)
$5,000
median grant
Boston, MA
Same state
99%
Excellent match

EIN: 45-6400430 | 19 grants awarded
$392,826
(≈ Similar)
$10,000
median grant
Chestnut Hill, MA
Same state
99%
Excellent match

Contact Information

Official contact details for Holt & Bugbee Foundation Inc as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 20-0446975
Website N/A
Address 1600 SHAWSHEEN ST Tewksbury, MA 01876-1531

Key People (3)

Board members, trustees, and key staff who oversee Holt & Bugbee Foundation Inc's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President And Director Phillip T Pierce
Treasurer And Director Roger C Pierce Jr
Clerk And Director Rebecca Pierce

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Holt & Bugbee Foundation Inc is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.