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Holberg Memorial Trust is a private trust based in BIRMINGHAM, AL. The foundation received its IRS ruling in 1964. The principal officer is Regions Bank. It holds total assets of $144K. Annual income is reported at $38K. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Alabama. According to available records, Holberg Memorial Trust has made 6 grants totaling $14K, with a median grant of $2K. Annual giving has grown from $6K in 2021 to $8K in 2022. Individual grants have ranged from $2K to $3K, with an average award of $2K. The foundation has supported 3 unique organizations. Grant recipients are concentrated in Alabama. Contributions to this foundation are tax-deductible.
Smallest Grant
$372
Median Grant
$3K
Average Grant
$2K
Largest Grant
$3K
Based on 3 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Holberg Memorial Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 6 grants. Its grantmaking reaches organizations primarily in AL.
Holberg Memorial Trust has distributed a total of $14K across 6 grants. The median grant size is $2K, with an average of $2K. Individual grants have ranged from $2K to $3K.
Holberg Memorial Trust typically selects its grantees rather than accepting unsolicited proposals.
Holberg Memorial Trust is headquartered in BIRMINGHAM, AL.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Regions Bank Trust Dept | TRUSTEE | $3K | $0 | $3K |
Total Giving
$13K
Total Assets
$143K
Fair Market Value
$152K
Net Worth
$143K
Grants Paid
$9K
Contributions
N/A
Net Investment Income
$9K
Distribution Amount
$7K
Total Grants
6
Total Giving
$14K
Average Grant
$2K
Median Grant
$2K
Unique Recipients
3
Most Common Grant
$2K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Quarterbacking Childrens Health FoundatiGENERAL OPERATING | Birmingham, AL | $2K | 2022 |
| Boys And Girls Club - Central AlGENERAL OPERATING | Birmingham, AL | $2K | 2022 |
| Boys & Girls Clubs Of Central AlaGENERAL OPERATING | Birmingham, AL | $3K | 2021 |
BIRMINGHAM, AL
BIRMINGHAM, AL
BIRMINGHAM, AL