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

1

+0.0% YoY

Avg Grant Size

$18K

+16.8% YoY

About Charles W Holtzer Fund No 1

Based on IRS filings

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.

Ready to take the next step with Charles W Holtzer Fund No 1?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Walpole

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$18K$36K$54K$72K202020212022202320242025
Metric202520242023
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

$0$5K$11K$16K$22K1 grants20201 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

GERMAN AID SOCIETY OF BO…$18K

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICA N ATRUSTEE$6K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICA N ATRUSTEE1$5,692

Related Funders

Similar funders by location and focus area

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

What could you do with Charles W Holtzer Fund No 1 on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities