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Bernard J Holmberg Trust Uw 1 6499 0

EIN 04-6010396 · files IRS 990-PF

Given, as filed$32.5k2022–2025 · 27 grants
2022: $5.6k · 6 grants20222023: $9.2k · 7 grants20232024: $6.0k · 5 grants20242025: $11.8k · 9 grants2025$11.8k
Grantees0funded more than once, matching gifts aside
Assets, year endnot on file
Board and officers1on its latest return

Where it gives

By cause and by place, from its own returns.

By cause

The cause each recipient registered with the IRS

Cause not on file$32.5k

Mostly grants abroad and recipients without a US registration. Shown, never hidden.

By place

Dollars received, by the recipient's state

half the top state or more10–50%2–10%under 2%

Grants abroad and place not on file: 27 grants · $32.5k

Who it funds most

0 of its 0 grantees were funded in more than one year.

Bernard J Holmberg Trust Uw 1 6499 0's own IRS 990-PF returns, as filed, in USD

Its board and officers

From its latest return.

James G HealyTrustee

Form 990PF Part VIII, tax year 2024, filing 202513049349101101

Name and title as its own return lists them. No pay, no address. A photograph appears only where the person's own organisation or a free licence publishes one, credited beside it; otherwise none. Anyone can ask to be removed: hello@philanova.ai.

Its money

What it gave, held and paid, by year.

Giving by year

2022: $5.6k · 6 grants20222023: $9.2k · 7 grants20232024: $6.0k · 5 grants20242025: $11.8k · 9 grants2025$11.8k
Its returns5 filings
Tax yearFormFilingWhere to read it
2025IRS 990-PF202632269349100018IRS batch file
2024IRS 990-PF202513049349101101IRS batch file
2023IRS 990-PF202421629349101012IRS batch file
2022IRS 990-PF202343069349100239IRS batch file
2021IRS 990-PF202330799349100108IRS batch file

An IRS batch file holds many returns; the filing number finds this one inside it.

The record as filedEvery table this page has always shown, in full.open

Bernard J Holmberg Trust Uw 1 6499 0 made 27 grants across 2022–2025, totalling $32.5k as filed.

Grants
27
Total, as filed
$32.5k
Years
2022–2025
Filed in
USD

Who it funds

OrganisationGrantsTotal
Charles River Center4$6.5k
New England Village Family3$5.5k
Catholic Memorial High School3$5.0k
Deutsches Altenheim Foundation4$4.5k
UMASS Chan Medical School Foundation3$3.0k
Boston College Institute for Advanced Jesuit Studies1$2.0k
St Mary's of the Assumption1$1.5k
Driver For A Cure1$1.2k
College of the Holy Cross1$1.1k
GADNHSDCA3$800
Drive for a Cure1$500
Needham High School Distinguished Career Award1$500
St Joseph Parish1$500

By year

YearGrantsTotal
20226$5.6k
20237$9.2k
20245$6.0k
20259$11.8k

Where this came from

Identifier US-EIN-046010396. Register: Internal Revenue Service (US). Machine-readable: JSON.

What this page does not know

  • Wrong if: a figure recovered from a subtotal is read as the sum of the recovered rows. A subtotal divides onto a whole penny whatever its parts did, so rows the per-row rule refuses are inside these figures.
  • What they say they exist to do
  • What each grant was for
  • What they fund, by theme
  • Balance sheet and financials
  • Who runs it
  • Whether they accept proposals
  • Their own record on the register
  • No website on file
  • Leadership not yet identified
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