Funder DirectoryH E AND RUBY PELZ TR 2
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Private foundation (trust)EIN 746392477Est. 1992-05

H E AND RUBY PELZ TR 2

MARSHALL, TX 756711496

Accepts unsolicited proposals

Total Assets

$2.0M

FY 2024

Annual Giving

$79K

FY 2024

Grants Made

22

FY 2024

Avg Grant

$4K

FY 2024

Grant Range

$1K–$5K

Typical

Deadlines

Open / rolling

Applications

Programs & Activities

Program 1

$5K

Michelson museum of art conservesexhibits paintings and provides art lessons and enhances creativity for children serves 8000 persons annually

Program 2

$5K

Society of st stephen provides indigent families in the harrison county area with various needs serves over 400 area children annually

Program 3

$5K

Trinity episcopal church is a religious organization serving over 400 families

Program 4

$5K

Trinity episcopal school is a religious organization serving over 400 families

Financial Snapshot

2024 filing

Total Revenue

$75K

Total Expenses

$112K

Qualifying Distributions

$91K

Distributable Amount

$97K

Min. Investment Return

$97K

Undistributed Income

$64K

Payout rate 94%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.94%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

22 grants

Grant sizes from minimum $1K through median $4K to maximum $5K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $79K in 2024. Hover bars for details.

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

Top Recipients

125 grants

EMPTY STOCKING FUND
$30K
6 grants
MARSHALL HARRISON CO LITERACY
$30K
6 grants
MISSION MARSHALL
$30K
6 grants
TRINITY EPISCOPAL CHURCH
$30K
6 grants
MARSHALL EDUCATION FOUNDATION
$30K
6 grants
BOYS AND GIRLS CLUB
$30K
6 grants
MICHELSON MUSEUM OF ART
$30K
6 grants
SOCIETY OF ST STEPHENS
$30K
6 grants

Grant Size Distribution

125 grants

<$10K
125
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

Texas
$446K
100% of total

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H E AND RUBY PELZ TR 2 — Grants, Financials & Contact | Grantivo