Charles W Holtzer Fund No 2

DALLAS, TX EIN: 90-0299126

Charles W Holtzer Fund No 2 is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $384K in total assets. In 2025, it awarded 1 grants totaling $20K. Net investment income was $32K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$384K

+4.9% YoY

Annual Giving

$20K

+48.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$20K

+48.2% YoY

Under IRS private-foundation payout rules, Charles W Holtzer Fund No 2 reported a distributable amount of $29K for 2025 — the minimum it must pay out in qualifying distributions.

About Charles W Holtzer Fund No 2

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $75K (100%)

States

Massachusetts

Cities

Worcester

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$384,009	$366,141	$362,001
Revenue	$37,239	$13,225	$-6,775
Expenses	$28,272	$20,964	$20,898
Qualifying Distributions	$22,923	$16,244	$15,119
Net Investment Income	$31,671	$7,635	$3,622
Distributable Amount	$29,134	$20,804	$19,114

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 Ascentria Care Alliance ($19,646).

Recipient	Purpose	Amount
ASCENTRIA CARE ALLIANCE WORCESTER, MA	UNRESTRICTED GENERAL	$19,646

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	TRUSTEE	1	$6,479

Frequently Asked Questions

How large is Charles W Holtzer Fund No 2?

As of 2025, Charles W Holtzer Fund No 2 holds $384K in total assets with $37K in annual revenue. It awarded 1 grants totaling $20K in 2025.

Where does Charles W Holtzer Fund No 2 operate?

Charles W Holtzer Fund No 2 has awarded grants in Massachusetts.

What size grants does Charles W Holtzer Fund No 2 award?

In 2025, Charles W Holtzer Fund No 2 awarded 1 grants totaling $20K — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is Charles W Holtzer Fund No 2 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Charles W Holtzer Fund No 2 reported a distributable amount of $29K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.