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Private foundation (trust)EIN 636020213Est. 1964-03

HOLBERG MEMORIAL TRUST

BIRMINGHAM, AL 35202

Total Assets

$152K

FY 2023

Annual Giving

$9K

FY 2023

Grants Made

2

FY 2023

Avg Grant

$4K

FY 2023

Grant Range

$4K–$4K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$11K

Total Expenses

$13K

Qualifying Distributions

$10K

Distributable Amount

$7K

Min. Investment Return

$7K

Undistributed Income

$3K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $9K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

11 grants

QUARTERBACKING CHILDRENS HEALTH FOUNDATI
$12K
4 grants
BOYS & GIRLS CLUBS OF CENTRAL ALA
$10K
3 grants
BOYS AND GIRLS CLUB - CENTRAL AL
$6K
2 grants
CRIPPLED CHILDRENS FOUNDATION
$4K
2 grants

Grant Size Distribution

11 grants

<$10K
11
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Alabama
$33K
100% of total

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