Holberg Memorial Trust | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Holberg Memorial Trust. Data shown is extracted from Form 990-PF filings.

EIN: 63-6020213

Foundation Overview

Based in Birmingham, AL, Holberg Memorial Trust has awarded 21 grants totaling $71,955 to organizations in Alabama. Individual grants range from $372 to $7,377, with a median award of $2,999.

Latest Tax Year
2023
Total Giving (all years)
$71,955
Total Assets
$152,495
Median Grant (all grants)
$2,999

Latest Form 990-PF Snapshot

Total Grants
4
Median Grant
$4,404
% Median Grant Growth
+108% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Closed Network: N/A

0 of 4 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.

Geographic Focus
Alabama

100% of all grants are concentrated in Alabama, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Alabama, funding concentrates in Birmingham (100%).

Funding Trajectory
+17%

Stable funding levels with 17% change over 7 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.

Program Areas
General Purposes + Healthcare

Dual focus on general purposes (75%) and healthcare, indicating strategic concentration in complementary program areas.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Holberg Memorial Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Quarterbacking Childrens Health Foundati $4,423 Birmingham, AL, US General Operating 2023
Boys And Girls Club - Central Al $4,384 Birmingham, AL, US General Operating 2023
Quarterbacking Childrens Health Foundati $4,423 Birmingham, AL, US General Operating 2023
Boys And Girls Club - Central Al $4,384 Birmingham, AL, US General Operating 2023
Quarterbacking Childrens Health Foundati $2,115 Birmingham, AL, US General Operating 2022
Boys And Girls Club - Central Al $2,112 Birmingham, AL, US General Operating 2022
Quarterbacking Childrens Health Foundati $2,115 Birmingham, AL, US General Operating 2022
Boys And Girls Club - Central Al $2,112 Birmingham, AL, US General Operating 2022
Quarterbacking Childrens Health Foundati $2,115 Birmingham, AL, US General Operating 2022
Boys And Girls Club - Central Al $2,112 Birmingham, AL, US General Operating 2022
Quarterbacking Childrens Health Foundati $2,920 Birmingham, AL, US General Operating 2021
Boys & Girls Clubs Of Central Ala $2,958 Birmingham, AL, US General Operating 2021
Quarterbacking Childrens Health Foundati $2,827 Birmingham, AL, US General Operating 2020
Crippled Childrens Foundation $372 Birmingham, AL, US General Operating 2020
Boys & Girls Clubs Of Central Ala $2,999 Birmingham, AL, US General Operating 2020
Crippled Childrens Foundation $3,736 Birmingham, AL, US General Operating 2018
Boys & Girls Clubs Of Central Ala $3,721 Birmingham, AL, US General Operating 2018
Crippled Childrens Foundation $7,377 Birmingham, AL, US Support For Medical Needs 2017
Boys & Girls Clubs Of Central Ala $7,250 Birmingham, AL, US Charitable 2017
Crippled Childrens Foundation $3,750 Birmingham, AL, US Support For Medical Needs 2016
Boys & Girls Clubs Of Central Ala $3,750 Birmingham, AL, US Charitable 2016

Foundations Similar to Holberg Memorial Trust

Discover 5 foundations with comparable assets ($147,426-$158,764), similar grant patterns, and geographic focus in AL that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 46-1813238 | 127 grants awarded
$155,550
(≈ Similar)
$2,580
median grant
Union Springs, AL
Same state
99%
Excellent match

EIN: 63-6121467 | 8 grants awarded
$149,092
(≈ Similar)
$5,998
median grant
Birmingham, AL
Same state
99%
Excellent match

EIN: 63-6053159 | 15 grants awarded
$148,563
(≈ Similar)
$3,000
median grant
Birmingham, AL
Same state
99%
Excellent match

EIN: 77-0529716 | 5 grants awarded
$147,426
(≈ Similar)
$2,500
median grant
Hoover, AL
Same state
98%
Excellent match

EIN: 27-2096838 | 8 grants awarded
$158,764
(≈ Similar)
$4,500
median grant
Birmingham, AL
Same state
98%
Excellent match

Contact Information

Official contact details for Holberg Memorial Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 63-6020213
Website N/A
Address PO BOX 11647 Birmingham, AL 35202-1647

Key People (1)

Board members, trustees, and key staff who oversee Holberg Memorial Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Regions Bank Trust Dept

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Holberg Memorial Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.