Bernard J Holmberg Trust Uw 1 6499 0
- Assets
- $118.0k
- Revenue
- $10.3k
- Investments
- $113.3k
- Employees
- 0
- Location
- Needham, MA
- Founding
- 08/1972
- Data as of
- 12/2023
- EIN
- 04-6010396
Organization Overview
Bernard J Holmberg Trust Uw 1 6499 0 is located in Needham, MA. The organization was established in 1972. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.
For the year ending 12/2023, Bernard J Holmberg Trust Uw 1 6499 0 generated $10.3k in total revenue. The organization has seen a slow decline revenue. Over the past 5 years, revenues have fallen by an average of (0.7%) each year. All expenses for the organization totaled $12.1k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $3 |
| Dividends & Interest | $4,331 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $5,960 |
| Capital Gain Net Income | $5,960 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $10,294 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $2,666 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $15 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $235 |
| Total operating and administrative expenses | $2,916 |
| Contributions, gifts, grants paid | $9,200 |
| Total expenses and disbursements | $12,116 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $4,750 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $70,598 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $118,010 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Bernard J Holmberg Trust Uw 1 6499 0 has awarded $9,200 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
CATHOLIC MEMORIAL HIGH SCHOOL PURPOSE: PROGRAMS | $2,000 |
CHARLES RIVER CENTER PURPOSE: SUPPORT | $2,000 |
DRIVE FOR A CURE PURPOSE: RESEARCH AND TREATMENT | $500 |
DEUTSCHES ALTENHEIM FOUNDATION PURPOSE: RELIEF EFFORTS IN HAITI | $1,500 |
NEW ENGLAND VILLAGE FAMILY PURPOSE: SUPPORT | $2,000 |
UMASS CHAN MEDICAL SCHOOL FOUNDATION PURPOSE: VARIOUS PROGRAMS | $1,000 |