Holberg Memorial Trust
Holberg Memorial Trust is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $144K in total assets. In 2024, it awarded 2 grants totaling $6K. Net investment income was $9K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$144K
+0.7% YoY
Annual Giving
$6K
-27.6% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$3K
-27.6% YoY
About Holberg Memorial Trust
Based on IRS filings
Holberg Memorial Trust is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $144K in total assets. In 2024, it awarded 2 grants totaling $6K. Net investment income was $9K.
Ready to take the next step with Holberg Memorial Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $143,810 | $142,741 | $144,521 |
| Revenue | $11,633 | $10,936 | $3,082 |
| Expenses | $10,563 | $12,710 | $8,074 |
| Qualifying Distributions | $8,001 | $10,417 | $5,781 |
| Net Investment Income | $9,283 | $8,544 | $1,477 |
| Distributable Amount | $7,588 | $7,304 | $11,710 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
11 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| REGIONS BANK | TRUSTEE | 1 | $2,869 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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