Charles W Holtzer Fund No 2
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
1
+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
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.
Ready to take the next step with Charles W Holtzer Fund No 2?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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.
What is Charles W Holtzer Fund No 2's EIN?
Charles W Holtzer Fund No 2's EIN (Employer Identification Number) is 90-0299126. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Charles W Holtzer Fund No 2'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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