Bernard J Holmberg Trust

990PF • Fiscal year 2022 • EIN 04-6010396

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 02, 2023

Organization Profile

CO J Healy 1208 Greendale Ave 2Needham, MA 02492

(508) 688-9986

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • <$500k nonprofits • Source year 2022

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • <$500k nonprofits • Source year 2022

-98%

Higher net margin than 9% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

$4,310

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 76.7% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

-4.2%

Faster asset growth than 40% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

-76%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$119,735

Down $5,271 (-4.2%) from 2021

Net Assets

Down

$119,735

Down $5,271 (-4.2%) from 2021

Liabilities

Flat

Flat from 2021

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin9th percentile

Revenue

Down

$5,622

Down $17,507 (-76%) from 2021

Expenses

Down

$11,105

Down $17,403 (-61%) from 2021

Net Income

Down

-$5,483

Down $104 (-1.9%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2022

Assets$119,735

Liabilities$0

Net Assets$119,735

Open 2022 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2022

Revenue$5,622

Expenses$11,105

Net Income-$5,483

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: Nov 2, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay82nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
JAMES G HEALY	Trustee	-	$4,310	-	$4,310

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	College of the Holy Cross	Programs	501(c)(3)	Notre Dame, IN, US	$1,100
Paid Grant	Catholic Memorial High School	Programs	501(c)(3)	West Roxbury, MA, US	$1,000
Paid Grant	Charles River Center	Support	501(c)(3)	Needham, MA, US	$1,000
Paid Grant	Deutsches Altenheim Foundation	Relief Efforts in Haiti	501(c)(3)	West Roxbury, MA, US	$1,000
Paid Grant	UMASS Chan Medical School Foundation	Various Programs	501(c)(3)	Shrewsbury, MA, US	$1,000
Paid Grant	Needham High School Distinguished Career Award	Support	501(c)(3)	Needham, MA, US	$500

Filing and Contact Details

Filer

Filer Name: Bernard J Holmberg Trust
EIN: 04-6010396
Phone: 5086889986
Address: CO J HEALY 1208 GREENDALE AVE 2, NEEDHAM, MA 02492

Signing Officer

Name: James G Healy
Title: Trustee
Phone: 5086889986
Signed: 2023-11-02
Discuss with paid preparer: Yes

Preparer

Firm: Sullivan Sorgi and Dimmock LLP
Address: 6 Beacon Street Suite 1010, Boston, MA 02108-3817
Preparer: David Sorgi
Phone: 6177422150

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	3	500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	4	1000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	3	Support
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	Charles River Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	3	Needham High School Distinguished Career Award
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	5	UMASS Chan Medical School Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	3	501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	4	501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	5	501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	5	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	PO Box 308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	235 Baker Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	59 E Militia Heights Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	PO Box 920802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	2222 Centre Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	5	333 South Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Notre Dame
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	West Roxbury
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	Needham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	Needham
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	West Roxbury
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	5	Shrewsbury
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	5	MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	465560308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	02132
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	02492
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	02192
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	02132
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	5	01545
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	5600
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	7750
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	9190
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	1082
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	1082
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	1082
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	7750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	1082
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	358
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	87
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	70
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	2	83
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	3	490
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	Non-Dividend Distributions - Variance from prior year (Book 577 - Tax 490)
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	Income reported on 2022 1099 - Received in 2023 on books
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	2	IRS - Balance due on 2021 Form 990-PF - not deductible
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	3	Non-Dividend Distributions from 2021 reflected in securities in 2022
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Commonwealth of Mass - Filing fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Investment Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	35
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	35
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	175
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	779
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	1	163
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	2022 Non-Dividend Distributions - securities not reduced at year end
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	1	Income reported on 2021 1099 - Received in 2022 on books
TaxesSchedule/TaxesDetail/Amt	0	10
TaxesSchedule/TaxesDetail/CategoryTxt	0	Foreign taxes paid
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	JAMES G HEALY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5086889986
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	BERNARD J HOLMBERG TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	BERN
ReturnHeader/Filer/EIN	0	046010396
ReturnHeader/Filer/PhoneNum	0	5086889986
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	CO J HEALY 1208 GREENDALE AVE 2
ReturnHeader/Filer/USAddress/CityNm	0	NEEDHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	MA
ReturnHeader/Filer/USAddress/ZIPCd	0	02492
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	043246745
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Sullivan Sorgi and Dimmock LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	6 Beacon Street Suite 1010
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Boston
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	021083817
ReturnHeader/PreparerPersonGrp/PhoneNum	0	6177422150
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2023-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DAVID SORGI
ReturnHeader/ReturnTs	0	2023-11-02T13:16:18-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	HEALY
ReturnHeader/TaxPeriodBeginDt	0	2022-01-01
ReturnHeader/TaxPeriodEndDt	0	2022-12-31
ReturnHeader/TaxYr	0	2022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $119,735
Liabilities: $0
Net assets: $119,735
Revenue: $5,622
Expenses: $11,105
Net income: -$5,483

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$1.14	$0.00	$1.14	$0.05	$0.09	$0.04
2023Detailed filing. Detailed filing data is available for this year.	$1.18	$0.00	$1.18	$0.10	$0.12	$0.02
2022Detailed filing. Detailed filing data is available for this year.	$1.20	$0.00	$1.20	$0.06	$0.11	$0.05
2021Detailed filing. Detailed filing data is available for this year.	$1.25	$0.00	$1.25	$0.23	$0.29	$0.05
2019Summary only. Only limited summary data is available for this year.	$1.35	$0.00		$0.06	$0.02	$0.05
2015Summary only. Only limited summary data is available for this year.	$1.29	$0.00		$0.11	$0.10	$0.01
2014Summary only. Only limited summary data is available for this year.	$1.28	$0.00		$0.15	$0.08	$0.07
2013Summary only. Only limited summary data is available for this year.	$1.21	$0.00		$0.08	$0.07	$0.01