Betz-Holmes Trust
Betz-Holmes Trust is a private foundation, based in Argenta, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $377K in total assets. In 2025, it awarded 9 grants totaling $31K. Net investment income was $22K.
Betz-Holmes Trust at a glance
In short: Betz-Holmes Trust gave $31K across 9 grants in 2025 (avg $3K), mostly in Illinois. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $30,950
- -10.3% vs 2024
- Grants made (2025)
- 9
- +28.6% vs 2024
- Average grant
- $3,439
- -30.2% vs 2024
- Median grant
- $1,575
- Total assets
- $377,215
- +0.0% vs 2024
- Primary geography
- Illinois (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Betz-Holmes Trust funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Argenta-Oreana Public Library ($15K). Together the top 9 received $31K.
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 45 grants of 45 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How Betz-Holmes Trust gives
- Giving held roughly steady from 2022 to 2025 (+14%). Method
- In 2025 it paid out 124% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $27K (2022) to $41K (2023). In 2025 it made 9 grants totaling $31K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Argenta-Oreana Public Library Argenta, IL | General Operating Purposes | $14,725 |
| C Blair Argenta, IL | Scholarships | $3,500 |
| B Kapper Argenta, IL | Scholarships | $3,000 |
| G Manning Argenta, IL | Scholarships | $2,500 |
| B Jones Argenta, IL | Scholarships | $1,575 |
| B Wells Argenta, IL | Scholarships | $1,575 |
| A Matthews Argenta, IL | Scholarships | $1,575 |
| B Syrcle Argenta, IL | Scholarships | $1,500 |
| S Jordan Argenta, IL | Scholarships | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $377,215 | $51,445 | $66,333 | $30,950 | 9 | $38,259 | $21,939 | $30,889 |
| 2024 | $377,103 | $31,163 | $63,067 | $34,492 | 7 | $36,508 | $4,924 | $32,966 |
| 2023 | $409,007 | $46,891 | $67,134 | $41,377 | 7 | $42,886 | $23,020 | $34,501 |
| 2022 | $427,203 | $55,125 | $56,739 | $27,160 | 7 | $28,657 | $27,091 | $42,874 |
| 2021 | $428,817 | $25,485 | $50,879 | $27,676 | 15 | $28,846 | $3,452 | $28,330 |
| 2020 | $454,211 | $23,575 | $45,281 | $28,558 | 12 | — | $8,151 | $28,803 |
Under IRS private-foundation payout rules, Betz-Holmes Trust reported a distributable amount of $31K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Betz-Holmes Trust's only listed officer is Gerber State Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Gerber State Bank
Trustee
On filings since 2020
0.1 hrs/week
$2K (2020) → $5K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $5K, to Gerber State Bank (Trustee).
Frequently asked questions about Betz-Holmes Trust
How much does Betz-Holmes Trust give each year?
Betz-Holmes Trust gave $31K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $34K across 7 grants.
What is Betz-Holmes Trust's typical grant size?
Betz-Holmes Trust's median grant in 2025 was $1,575, and its average grant was $3,439, across 9 grants on its 2025 IRS Form 990-PF.
Where does Betz-Holmes Trust give grants?
Betz-Holmes Trust gives mostly in Illinois: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Argenta, IL (9 grants).
Does Betz-Holmes Trust give general operating support?
Yes: 11% of Betz-Holmes Trust's 2025 grants with a stated purpose (1 of 9) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Scholarships" (8 grants).
Who are Betz-Holmes Trust's largest grantees?
Betz-Holmes Trust's largest 2025 grantees include Argenta-Oreana Public Library ($14,725), C Blair ($3,500) and B Kapper ($3,000), according to its 2025 IRS Form 990-PF. Together they received 69% of its itemized 2025 grant dollars.
How large is Betz-Holmes Trust?
Betz-Holmes Trust reported $377K in total assets on its 2025 IRS Form 990-PF. It paid out $38K in qualifying distributions that year, against a required minimum of $31K (roughly 5% of its investment assets).
What is Betz-Holmes Trust's EIN?
Betz-Holmes Trust's EIN (Employer Identification Number) is 27-6934681. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 6, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 4, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
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