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Berton E Holley Horizon Trust Co Na is a private trust based in CHICAGO, IL. The foundation received its IRS ruling in 2019. The principal officer is Tax Section. It holds total assets of $3.7M. Annual income is reported at $2.3M. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in New Jersey and New York. According to available records, Berton E Holley Horizon Trust Co Na has made 24 grants totaling $866K, with a median grant of $35K. The foundation has distributed between $207K and $238K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $238K distributed across 6 grants. Individual grants have ranged from $34K to $40K, with an average award of $36K. The foundation has supported 6 unique organizations. Grants have been distributed to organizations in New Jersey and New York. Contributions to this foundation are tax-deductible.
Smallest Grant
$34K
Median Grant
$34K
Average Grant
$34K
Largest Grant
$34K
Based on 6 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Berton E Holley Horizon Trust Co Na primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 24 grants. Its grantmaking reaches organizations primarily in NJ, NY.
Berton E Holley Horizon Trust Co Na has distributed a total of $866K across 24 grants. The median grant size is $35K, with an average of $36K. Individual grants have ranged from $34K to $40K.
Berton E Holley Horizon Trust Co Na typically selects its grantees rather than accepting unsolicited proposals.
Berton E Holley Horizon Trust Co Na is headquartered in CHICAGO, IL. While based in IL, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Jp Morgan Chase Bank Na | TRUSTEE | $50K | $0 | $50K |
Total Giving
$264K
Total Assets
$3.9M
Fair Market Value
$4.8M
Net Worth
$3.9M
Grants Paid
$212K
Contributions
N/A
Net Investment Income
$191K
Distribution Amount
$222K
Total: $3.5M
Total Grants
24
Total Giving
$866K
Average Grant
$36K
Median Grant
$35K
Unique Recipients
6
Most Common Grant
$35K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| First Presbyterian ChurchGENERAL | Boonton, NJ | $35K | 2023 |
| Webster Presbyterian ChurchGENERAL | Webster, NY | $35K | 2023 |
| Morris Center YmcaGENERAL | Cedar Knolls, NJ | $35K | 2023 |
| Morristown Mem Hospital Health FdnGENERAL | Morristown, NJ | $35K | 2023 |
| Lakeland Hills YmcaGENERAL | Mountain Lakes, NJ | $35K | 2023 |
| Princeton Theological SeminaryGENERAL | Princeton, NJ | $35K | 2023 |