Private foundation (trust)EIN 367368506Est. 2003-05
JEROME J AND DOROTHY H HOLZ FAMILY
MILWAUKEE, WI 53226
Accepts unsolicited proposalsTotal Assets
$18.9M
FY 2024
Annual Giving
$903K
FY 2024
Grants Made
52
FY 2024
Avg Grant
$17K
FY 2024
Grant Range
$1K–$250K
Typical
Deadlines
Completed grant applications are accep…
Applications
Focus Areas
Financial Snapshot
2024 filing
Total Revenue
$1.7M
Total Expenses
$1.0M
Qualifying Distributions
$921K
Distributable Amount
$944K
Min. Investment Return
$965K
Undistributed Income
$909K
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
52 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Giving Over Time
4 years
Total dollars recorded per filing year. Scale adjusts to the foundation's range.
Top Recipients
201 grants
Grant Size Distribution
201 grants
Geographic Focus
4 states
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