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Nonprofit · EIN 16-1426226

HOLMBERG FOUNDATION INC

Tax-exempt · JAMESTOWN, NY 14701

Financials

$163K$381K2022$229K$395K2023$497K$350K2024
Revenue Expenses · by fiscal year end
Financials of HOLMBERG FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$497,079$349,532$147,547$4,837,122$0$4,837,122
July 31, 2024990-PF$228,596$395,213-$166,617$4,693,575$4,000$4,689,575
July 31, 2023990-PF$162,567$380,540-$217,973$4,856,192$0$4,856,192
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Dividends
$157,557
Net gain from sales of assets
$338,895
Other income
$627

Expenses

Grants and similar amounts paid
$265,000
Compensation of officers, directors and key employees
$18,300
Disbursements for charitable purposes
$268,015
Excise tax on investment income
$5,811

Balance sheet and other

Total assets, start of year
$4,693,575
Total assets, end of year
$4,837,122
Total liabilities, end of year
$0
Net assets, end of year
$4,837,122
Fair market value of assets
$5,590,151
Qualifying distributions
$268,015
Net investment income
$497,079

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MATTHEW M MOORE
519 WASHINGTON STREET, JAMESTOWN, NY 14701
PRESIDENT10$9,600
LESLIE A JOHNSON
519 WASHINGTON STREET, JAMESTOWN, NY 14701
SECRETARY5$4,900
ROBIN KENDALL
519 WASHINGTON STREET, JAMESTOWN, NY 14701
TREASURER1$1,600
MARY C KOHL
519 WASHINGTON STREET, JAMESTOWN, NY 14701
VICE PRESIDENT5$1,200
DAVID W SHEPHERD
519 WASHINGTON STREET, JAMESTOWN, NY 14701
TRUSTEE5$600
990-PF for the year ended July 31, 2024: 5 people
NameTitleHours / weekCompensation
MATTHEW M MOORE
519 WASHINGTON STREET, JAMESTOWN, NY 14701
PRESIDENT10$9,300
LESLIE A JOHNSON
519 WASHINGTON STREET, JAMESTOWN, NY 14701
SECRETARY5$6,500
DAVID W SHEPHERD
519 WASHINGTON STREET, JAMESTOWN, NY 14701
TRUSTEE5$900
JOSEPH C JOHNSON
519 WASHINGTON STREET, JAMESTOWN, NY 14701
TREASURER1$900
MARY C KOHL
519 WASHINGTON STREET, JAMESTOWN, NY 14701
VICE PRESIDENT5$900
990-PF for the year ended July 31, 2023: 5 people
NameTitleHours / weekCompensation
MATTHEW M MOORE
519 WASHINGTON STREET, JAMESTOWN, NY 14701
PRESIDENT10$9,300
LESLIE A JOHNSON
519 WASHINGTON STREET, JAMESTOWN, NY 14701
SECRETARY5$5,700
DAVID W SHEPHERD
519 WASHINGTON STREET, JAMESTOWN, NY 14701
TRUSTEE5$900
JOSEPH C JOHNSON
519 WASHINGTON STREET, JAMESTOWN, NY 14701
TREASURER1$900
MARY C KOHL
519 WASHINGTON STREET, JAMESTOWN, NY 14701
VICE PRESIDENT5$900

Address and contacts

Address (IRS master file)
800 FAIRMOUNT AVE, JAMESTOWN, NY 14701-2517
In care of
% ROBERT F WETTINGFELD M D
Signed the 990-PF
MATTHEW M MOORE, PRESIDENT
Phone
(716) 483-0735
Return prepared by
Kelly A Dawson CPA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
16-1426226
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1993
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$4,837,122
Income (IRS master file)
$788,782

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$497,079$349,532$4,837,122IRS
990-PFJuly 2024$228,596$395,213$4,693,575XML
990-PFJuly 2023$162,567$380,540$4,856,192XML
990-PFJuly 2022–––IRS
990-PFJuly 2021–––IRS
990-PFJuly 2019–––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 16-1426226).

Questions about HOLMBERG FOUNDATION INC

What is the EIN of HOLMBERG FOUNDATION INC?
The employer identification number (EIN) of HOLMBERG FOUNDATION INC is 16-1426226.
Is HOLMBERG FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to HOLMBERG FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HOLMBERG FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of HOLMBERG FOUNDATION INC due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HOLMBERG FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of HOLMBERG FOUNDATION INC?
The 990-PF for the year ended July 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $9,600 (MATTHEW M MOORE, PRESIDENT).
How much revenue does HOLMBERG FOUNDATION INC have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $497,079, expenses of $349,532 and total assets of $4,837,122 at year end.

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