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Helen Holt Charitable Trust is a private trust based in URBANDALE, IA. The foundation received its IRS ruling in 2009. The principal officer is Iowa State Bank. It holds total assets of $1.7M. Annual income is reported at $282K. 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 2016 to 2023. According to available records, Helen Holt Charitable Trust has made 8 grants totaling $373K, with a median grant of $47K. The foundation has distributed between $85K and $197K annually from 2021 to 2023. Grantmaking activity was highest in 2022 with $197K distributed across 4 grants. Individual grants have ranged from $43K to $49K, with an average award of $47K. The foundation has supported 2 unique organizations. Grants have been distributed to organizations in Iowa and Florida. Contributions to this foundation are tax-deductible.
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.
Helen Holt Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 8 grants. Its grantmaking reaches organizations primarily in IA, FL.
Helen Holt Charitable Trust has distributed a total of $373K across 8 grants. The median grant size is $47K, with an average of $47K. Individual grants have ranged from $43K to $49K.
Helen Holt Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Helen Holt Charitable Trust is headquartered in URBANDALE, IA. While based in IA, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Iowa State Bank | Trustee | $17K | $0 | $17K |
Total Giving
$112K
Total Assets
$1.7M
Fair Market Value
$2M
Net Worth
$1.7M
Grants Paid
$91K
Contributions
N/A
Net Investment Income
$113K
Distribution Amount
$97K
Total: $1.7M
Total Grants
8
Total Giving
$373K
Average Grant
$47K
Median Grant
$47K
Unique Recipients
2
Most Common Grant
$49K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Shriners Hospitals For ChildrenSUPPORT CHARITY | Tampa, FL | $45K | 2023 |
| Childserve Foundation IncSUPPORT CHARITY | Johnston, IA | $45K | 2023 |
COUNCIL BLFS, IA
MUSCATINE, IA
CEDAR RAPIDS, IA