Nonprofit · EIN 04-6010396
BERNARD J HOLMBERG TRUST UW 1 6499 0
Tax-exempt · NEEDHAM, MA 02492
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $4,087 | $19,219 | -$15,132 | $98,395 | $0 | $98,395 |
| December 31, 2024 | 990-PF | $4,871 | $8,600 | -$3,729 | $114,102 | $0 | $114,102 |
| December 31, 2023 | 990-PF | $10,294 | $12,116 | -$1,822 | $118,010 | $0 | $118,010 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $4,654
- Interest
- $1
- Net gain from sales of assets
- -$587
- Other income
- $19
Expenses
- Grants and similar amounts paid
- $11,800
- Compensation of officers, directors and key employees
- $6,330
- Disbursements for charitable purposes
- $14,780
- Excise tax on investment income
- $3
Balance sheet and other
- Total assets, start of year
- $114,102
- Total assets, end of year
- $98,395
- Total liabilities, end of year
- $0
- Net assets, end of year
- $98,395
- Fair market value of assets
- $235,874
- Qualifying distributions
- $14,780
- Net investment income
- $4,674
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES G HEALY 1208 GREENDALE AVE UNIT 224, NEEDHAM, MA 02492 | TRUSTEE | 0.5 | $6,350 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES G HEALY 1208 GREENDALE AVE UNIT 224, NEEDHAM, MA 02492 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES G HEALY 1208 GREENDALE AVE UNIT 224, NEEDHAM, MA 02492 | TRUSTEE | 0.5 | $2,666 |
Address and contacts
- Address (IRS master file)
- CO J HEALY 1208 GREENDALE AVE 2, NEEDHAM, MA 02492-0000
- In care of
- % J HEALY
- Signed the 990-PF
- JAMES G HEALY, TRUSTEE
- Phone
- (508) 688-9986
- Return prepared by
- Sullivan Sorgi and Dimmock LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6010396
- Exempt since
- 1972
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $98,395
- Income (IRS master file)
- $29,496
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $4,087 | $19,219 | $98,395 | XML |
| 990-PF | December 2024 | $4,871 | $8,600 | $114,102 | XML |
| 990-PF | December 2023 | $10,294 | $12,116 | $118,010 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-6010396).
Questions about BERNARD J HOLMBERG TRUST UW 1 6499 0
- What is the EIN of BERNARD J HOLMBERG TRUST UW 1 6499 0?
- The employer identification number (EIN) of BERNARD J HOLMBERG TRUST UW 1 6499 0 is 04-6010396.
- Is BERNARD J HOLMBERG TRUST UW 1 6499 0 tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1972.
- Which annual return does BERNARD J HOLMBERG TRUST UW 1 6499 0 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERNARD J HOLMBERG TRUST UW 1 6499 0 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BERNARD J HOLMBERG TRUST UW 1 6499 0 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BERNARD J HOLMBERG TRUST UW 1 6499 0?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,350 (JAMES G HEALY, TRUSTEE).
- How much revenue does BERNARD J HOLMBERG TRUST UW 1 6499 0 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,087, expenses of $19,219 and total assets of $98,395 at year end.
Other nonprofits in NEEDHAM
- JUSTICE RESOURCE INSTITUTE INC EIN 04-2526357 · last filed 990 for 2025
- ADELSON FAMILY FOUNDATION EIN 04-7024330 · last filed 990-PF for 2024
- PAN-MASSACHUSETTS CHALLENGE INC EIN 04-2746912 · last filed 990 for 2024
- NORTH HILL NEEDHAM INC EIN 04-2716090 · last filed 990 for 2025
- CHARLES RIVER CENTER INC EIN 04-2393108 · last filed 990 for 2025
- DR MIRIAM AND SHELDON G ADELSON MEDICAL RESEARCH FOUNDATION EIN 04-7023433 · last filed 990-PF for 2024
- FRANKLIN W OLIN COLLEGE OF ENGINEERING INC EIN 06-1519057 · last filed 990 for 2025
- WALKER INC EIN 04-2171186 · last filed 990 for 2025