Private foundation (trust)EIN 266114598Est. 2009-09
HELEN HOLT CHARITABLE TRUST
URBANDALE, IA 50323
Total Assets
$2.0M
FY 2023
Annual Giving
$91K
FY 2023
Grants Made
2
FY 2023
Avg Grant
$45K
FY 2023
Grant Range
$45K–$45K
Typical
Deadlines
—
Applications
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$126K
Total Expenses
$112K
Qualifying Distributions
$100K
Distributable Amount
$97K
Min. Investment Return
$98K
Undistributed Income
$88K
Payout rate
Qualifying distributions as a share of distributable amount.
Giving Over Time
5 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
10 grants
Grant Size Distribution
10 grants
Geographic Focus
2 states
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