Holberg Memorial Trust
Holberg Memorial Trust is a private foundation focused on Human services, 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
Under IRS private-foundation payout rules, Holberg Memorial Trust reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.
About Holberg Memorial Trust
Based on IRS filings
Holberg Memorial Trust is a private foundation focused on Human services, 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.
Focus Areas
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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
Among its reported 2024 grants, the largest include Quarterbacking Childrens Health Foundati ($3,207), Boys and Girls Club - Central Al ($3,170).
| Recipient | Purpose | Amount |
|---|---|---|
| QUARTERBACKING CHILDRENS HEALTH FOUNDATI BIRMINGHAM, AL | GENERAL OPERATING | $3,207 |
| BOYS AND GIRLS CLUB - CENTRAL AL BIRMINGHAM, AL | GENERAL OPERATING | $3,170 |
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 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Holberg Memorial Trust?
Holberg Memorial Trust is a private foundation focused on Human services, based in BIRMINGHAM, AL. It holds $144K in total assets as of 2024.
How large is Holberg Memorial Trust?
As of 2024, Holberg Memorial Trust holds $144K in total assets with $12K in annual revenue. It awarded 2 grants totaling $6K in 2024.
Where does Holberg Memorial Trust operate?
Holberg Memorial Trust has awarded grants in Alabama.
What size grants does Holberg Memorial Trust award?
In 2024, Holberg Memorial Trust awarded 2 grants totaling $6K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Holberg Memorial Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Holberg Memorial Trust reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Holberg Memorial Trust's EIN?
Holberg Memorial Trust's EIN (Employer Identification Number) is 63-6020213. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Holberg Memorial Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.