Charles W Holtzer Fund No 3

DALLAS, TX EIN: 04-6008252

Charles W Holtzer Fund No 3 is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.5M in total assets. In 2025, it awarded 1 grants totaling $233K. Net investment income was $565K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$4.5M

+2.4% YoY

Annual Giving

$233K

+19.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$233K

+19.0% YoY

Under IRS private-foundation payout rules, Charles W Holtzer Fund No 3 reported a distributable amount of $237K for 2025 — the minimum it must pay out in qualifying distributions.

About Charles W Holtzer Fund No 3

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $1.0M (100%)

States

Massachusetts

Cities

West Roxbury

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$4,504,130	$4,399,650	$4,198,982
Revenue	$604,704	$47,711	$91,666
Expenses	$308,038	$252,388	$217,371
Qualifying Distributions	$256,368	$217,253	$170,034
Net Investment Income	$565,438	$82,865	$73,546
Distributable Amount	$236,510	$224,407	$204,364

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 Deutsches Altenheim ($233,264).

Recipient	Purpose	Amount
DEUTSCHES ALTENHEIM WEST ROXBURY, MA	UNRESTRICTED GENERAL	$233,264

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	$54,286

Frequently Asked Questions

How large is Charles W Holtzer Fund No 3?

As of 2025, Charles W Holtzer Fund No 3 holds $4.5M in total assets with $605K in annual revenue. It awarded 1 grants totaling $233K in 2025.

Where does Charles W Holtzer Fund No 3 operate?

Charles W Holtzer Fund No 3 has awarded grants in Massachusetts.

What size grants does Charles W Holtzer Fund No 3 award?

In 2025, Charles W Holtzer Fund No 3 awarded 1 grants totaling $233K — an average of about $233K per grant, based on its IRS Form 990 filings.

How much is Charles W Holtzer Fund No 3 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Charles W Holtzer Fund No 3 reported a distributable amount of $237K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.