Charles W Holtzer Fund No 3
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
1
+0.0% YoY
Avg Grant Size
$233K
+19.0% YoY
About Charles W Holtzer Fund No 3
Based on IRS filings
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.
Ready to take the next step with Charles W Holtzer Fund No 3?
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 | $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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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