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  4. Bernard J Holmberg Trust
EIN 04-6010396

Bernard J Holmberg Trust

IRS 501(c) type
501(c)(92)
Num. employees
0
City
Needham
State
Massachusetts
Year formed
1972
Most recent tax filings
2023-12-01
NTEE code, primary
Z99: Unknown
Description
Bernard J Holmberg Trust is a 501(c)(92) nonprofit in Needham, MA, which was founded in 1972 and most recently had $10,294 in revenue and no employees.
Total revenues
$10,294
2023
Total expenses
$12,116
2023
Total assets
$118,010
2023
Num. employees
0
2023

Program areas at Bernard J Holmberg Trust

Grants made by Bernard J Holmberg Trust

GranteeGrant descriptionAmount
The Charles River CenterSupport$2,000
Deutsches Altenheim FoundationRelief Efforts in Haiti$1,500
UMass Chan Medical School FoundationVarious Programs$1,000

Personnel at Bernard J Holmberg Trust

NameTitleCompensation
James G HealyTrustee$4,310

Financials for Bernard J Holmberg Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$4,334
Net rental income$0
Net gain from sale of non-inventory assets$5,960
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$10,294

Form 990s for Bernard J Holmberg Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-06-10990PFView PDF
2022-122023-11-02990PFView PDF
2021-122023-03-20990PFView PDF
2019-122021-04-21990PFView PDF
2018-122019-11-13990PFView PDF
...and 7 more Form 990s
Data update history
December 31, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 18, 2023
Posted financials
Added Form 990PF for fiscal year 2021
June 12, 2023
Used new vendors
Identified 1 new vendor, including
August 18, 2021
Posted financials
Added Form 990PF for fiscal year 2019
March 17, 2020
Used new vendors
Identified 2 new vendors, including , and
Nonprofit Types
Grantmaking organizations
Issues
No issues found
Characteristics
ReligiousProvides grantsPartially liquidatedNo full-time employees
General information
Address
Co J Healy 1208 Greendale Ave 2
Needham, MA 02492
Metro area
Boston-Cambridge-Newton, MA-NH
County
Norfolk County, MA
Phone
(508) 688-9986
IRS details
EIN
04-6010396
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1972
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Z99: Z99
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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