Betz-Holmes Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ARGENTA, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $377K in total assets. In 2024, it awarded 7 grants totaling $34K. Net investment income was $5K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$377K
-7.8% YoY
Annual Giving
$34K
-16.6% YoY
Grant Count
7
+0.0% YoY
Avg Grant Size
$5K
-16.6% YoY
Under IRS private-foundation payout rules, Betz-Holmes Trust reported a distributable amount of $33K for 2024 — the minimum it must pay out in qualifying distributions.
About Betz-Holmes Trust
Based on IRS filings
Betz-Holmes Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ARGENTA, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $377K in total assets. In 2024, it awarded 7 grants totaling $34K. Net investment income was $5K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $377,103 | $409,007 | $427,203 |
| Revenue | $31,163 | $46,891 | $55,125 |
| Expenses | $63,067 | $67,134 | $56,739 |
| Qualifying Distributions | $36,508 | $42,886 | $28,657 |
| Net Investment Income | $4,924 | $23,020 | $27,091 |
| Distributable Amount | $32,966 | $34,501 | $42,874 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
48 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Argenta-oreana Public Library ($16,496), Grand Canyon University ($4,500), Loyola University ($3,996).
| Recipient | Purpose | Amount |
|---|---|---|
| MILLIKIN UNIVERSITY DECATUR, IL | SCHOLARSHIPS | $2,000 |
| LOYOLA UNIVERSITY CHICAGO, IL | SCHOLARSHIPS | $3,996 |
| GRAND CANYON UNIVERSITY PHOENIX, AZ | SCHOLARSHIPS | $4,500 |
| ILLINOIS STATE UNIVERSITY NORMAL, IL | SCHOLARSHIPS | $3,000 |
| ARGENTA-OREANA PUBLIC LIBRARY ARGENTA, IL | GENERAL OPERATING PURPOSES | $16,496 |
| INDIANA INSTITUTE OF TECHNOLOGY FORT WAYNE, IN | SCHOLARSHIPS | $2,250 |
| UNIVERSITY OF ILLINOIS URBANA-CHAMPAIGN URBANA, IL | SCHOLARSHIPS | $2,250 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Betz-Holmes Trust?
Betz-Holmes Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ARGENTA, IL. It holds $377K in total assets as of 2024.
How large is Betz-Holmes Trust?
As of 2024, Betz-Holmes Trust holds $377K in total assets with $31K in annual revenue. It awarded 7 grants totaling $34K in 2024.
Where does Betz-Holmes Trust operate?
Betz-Holmes Trust has awarded grants in Arizona, Illinois, Indiana.
What size grants does Betz-Holmes Trust award?
In 2024, Betz-Holmes Trust awarded 7 grants totaling $34K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Betz-Holmes Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Betz-Holmes Trust reported a distributable amount of $33K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Betz-Holmes Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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