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Also known as: C/O INVESTRUST
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Holsinger Charitable Trust No 1 is a private trust based in OKLAHOMA CITY, OK. The foundation received its IRS ruling in 2017. The principal officer is Karen Smith-Grant - Trust Officer. It holds total assets of $3.8M. Annual income is reported at $398K. The foundation operates in the area of human services. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2023. According to available records, Holsinger Charitable Trust No 1 has made 5 grants totaling $1.1M, with a median grant of $189K. Annual giving has grown from $113K in 2020 to $206K in 2023. Grantmaking activity was highest in 2021 with $384K distributed across 1 grants. Individual grants have ranged from $113K to $384K, with an average award of $216K. The foundation has supported 2 unique organizations. Grant recipients are concentrated in Oklahoma. 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.
Holsinger Charitable Trust No 1 primarily funds organizations in the area of human services. Based on available records, the foundation has funded 5 grants. Its grantmaking reaches organizations primarily in OK.
Holsinger Charitable Trust No 1 has distributed a total of $1.1M across 5 grants. The median grant size is $189K, with an average of $216K. Individual grants have ranged from $113K to $384K.
Holsinger Charitable Trust No 1 typically selects its grantees rather than accepting unsolicited proposals.
Holsinger Charitable Trust No 1 is headquartered in OKLAHOMA CITY, OK.
Officer and trustee information is not yet available for this foundation. This data is typically reported in Part VIII of the 990-PF filing.
Total Giving
$237K
Total Assets
$3.8M
Fair Market Value
$4.3M
Net Worth
$3.8M
Grants Paid
$206K
Contributions
N/A
Net Investment Income
$124K
Distribution Amount
$208K
Total: $3.6M
Total Grants
5
Total Giving
$1.1M
Average Grant
$216K
Median Grant
$189K
Unique Recipients
2
Most Common Grant
$189K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Okla Conf Of The United Methodist ChurchPROGRAM SERVICES | Oklahoma City, OK | $206K | 2023 |
| Ok United Methodist Circle Of CareCHARITABLE | Oklahoma City, OK | $189K | 2022 |