Funder DirectoryHELEN HOLT CHARITABLE TRUST
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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

Private Independent Foundations

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 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $99K in 2022. Hover bars for details.

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

Top Recipients

10 grants

CHILDSERVE FOUNDATION INC
$225K
5 grants
SHRINERS HOSPITALS FOR CHILDREN
$225K
5 grants

Grant Size Distribution

10 grants

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

Geographic Focus

2 states

Iowa
$225K
50% of total
Florida
$225K
50% of total

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HELEN HOLT CHARITABLE TRUST — Grants, Financials & Contact | Grantivo