Charles W Holtzer Fund No 1

DALLAS, TX EIN: 04-6008250

Charles W Holtzer Fund No 1 is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $337K in total assets. In 2025, it awarded 1 grants totaling $18K. Net investment income was $27K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$337K

+2.2% YoY

Annual Giving

$18K

+16.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$18K

+16.8% YoY

Under IRS private-foundation payout rules, Charles W Holtzer Fund No 1 reported a distributable amount of $20K for 2025 — the minimum it must pay out in qualifying distributions.

About Charles W Holtzer Fund No 1

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $80K (100%)

States

Massachusetts

Cities

Walpole

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$336,849	$329,595	$329,077
Revenue	$32,436	$12,448	$-3,334
Expenses	$25,904	$22,639	$19,822
Qualifying Distributions	$21,097	$18,317	$14,278
Net Investment Income	$27,443	$7,248	$3,236
Distributable Amount	$19,750	$18,680	$17,285

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include German Aid Society of Boston ($18,135).

Recipient	Purpose	Amount
GERMAN AID SOCIETY OF BOSTON WALPOLE, MA	UNRESTRICTED GENERAL	$18,135

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
BANK OF AMERICA N A	TRUSTEE	1	$5,692

Frequently Asked Questions

How large is Charles W Holtzer Fund No 1?

As of 2025, Charles W Holtzer Fund No 1 holds $337K in total assets with $32K in annual revenue. It awarded 1 grants totaling $18K in 2025.

Where does Charles W Holtzer Fund No 1 operate?

Charles W Holtzer Fund No 1 has awarded grants in Massachusetts.

What size grants does Charles W Holtzer Fund No 1 award?

In 2025, Charles W Holtzer Fund No 1 awarded 1 grants totaling $18K — an average of about $18K per grant, based on its IRS Form 990 filings.

How much is Charles W Holtzer Fund No 1 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Charles W Holtzer Fund No 1 reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Charles W Holtzer Fund No 1's EIN?

Charles W Holtzer Fund No 1's EIN (Employer Identification Number) is 04-6008250. IRS Form 990 filing data is available on this page for 2020–2025.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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