Public nonprofit record
BERNARD J HOLMBERG TRUST
EIN 04-6010396 · Named Trusts N.E.C. (T90)
What they do
BERNARD J HOLMBERG TRUST
Money
Tax year 2024Financial picture
Revenue$4,871
Expenses$8,600
Assets$215,860
Income$5,310
Grants given$20,750
Average grant$1,153
Stocks and bonds$147,730
Accounting fees$2,415
About this charity
- Recognized since
- January 1972
- Location
- CO J HEALY 1208 GREENDALE AVE 2, NEEDHAM, MA 02492
- County
- Norfolk
- In care of
- JAMES G HEALY
- Primary officer
- JAMES G HEALY, TRUSTEE
How to reach them
Filing and classification
- Latest tax year
- 2024
- Tax period began
- January 1, 2024
- Return type
- 990PF
- Tax preparer
- SULLIVAN SORGI AND DIMMOCK LLP
- NTEE classification
- Named Trusts N.E.C. (T90)
- IRS tax category
- Named Trusts N.E.C.
- Grant-giving organization
- Yes
More public IRS record details
These are classification codes from the organization’s public nonprofit record.
- Subsection
- 92
- Affiliation
- 3
- Classification
- 1000
- Activity
- 928000000
- Organization
- 6
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