EIN 63-6020213

Holberg Memorial Trust

IRS 501(c) type
501(c)(3)
Num. employees
0
State
Year formed
1964
Most recent tax filings
2023-12-01
NTEE code, primary
Description
The Holberg Memorial Trust is a private foundation located in Birmingham, AL. It primarily funds general operating expenses for various grantees, such as the Boys & Girls Clubs Of Central Ala and others. Last year, the trust made two grants to support its mission of improving communities and organizations through financial assistance.
Total revenues
$10,936
2023
Total expenses
$12,710
2023
Total assets
$142,741
2023
Num. employees
0
2023

Personnel at Holberg Memorial Trust

NameTitle
Regions Bank TrusteeTrust Officer

Financials for Holberg Memorial Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$4,281
Net rental income$0
Net gain from sale of non-inventory assets$6,556
Gross sales of inventory$0
Miscellaneous revenues$99
Total revenues$10,936

Form 990s for Holberg Memorial Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-04-18990PFView PDF
2022-122023-05-10990PFView PDF
2021-122022-05-10990PFView PDF
2020-122021-05-06990PFView PDF
2019-122020-10-07990PRView PDF
...and 9 more Form 990s
Data update history
May 18, 2024
Used new vendors
Identified 1 new vendor, including
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
August 7, 2023
Posted financials
Added Form 990PF for fiscal year 2020
July 11, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 26, 2023
Updated personnel
Identified 1 new personnel
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 11647
Birmingham, AL 35202
Metro area
Birmingham-Hoover, AL
County
Jefferson County, AL
Phone
(205) 820-3141
IRS details
EIN
63-6020213
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1964
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
Free account sign-up

Want updates when Holberg Memorial Trust has new information, or want to find more organizations like Holberg Memorial Trust?

Create free Cause IQ account