Dorothy Holden Testamentary Trust
Dorothy Holden Testamentary Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 2 grants totaling $103K. Net investment income was $172K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.0M
+1.6% YoY
Annual Giving
$103K
+10.8% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$52K
+10.8% YoY
Under IRS private-foundation payout rules, Dorothy Holden Testamentary Trust reported a distributable amount of $119K for 2025 — the minimum it must pay out in qualifying distributions.
About Dorothy Holden Testamentary Trust
Based on IRS filings
Dorothy Holden Testamentary Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 2 grants totaling $103K. Net investment income was $172K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,022,314 | $1,989,843 | $2,004,203 |
| Revenue | $198,261 | $70,450 | $66,562 |
| Expenses | $142,723 | $128,375 | $118,422 |
| Qualifying Distributions | $117,491 | $106,252 | $95,930 |
| Net Investment Income | $171,824 | $42,484 | $20,692 |
| Distributable Amount | $119,017 | $110,251 | $100,932 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Presbyterian Church Usa Fdn ($103,014), Fresh Air Fund ($250).
| Recipient | Purpose | Amount |
|---|---|---|
| FRESH AIR FUND NEW YORK, NY | UNRESTRICTED GENERAL | $250 |
| PRESBYTERIAN CHURCH USA FDN JEFFERSONVLLE, IN | FOREIGN MISSIONARY PROJECTS | $103,014 |
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 | $34,317 |
Frequently Asked Questions
How large is Dorothy Holden Testamentary Trust?
As of 2025, Dorothy Holden Testamentary Trust holds $2.0M in total assets with $198K in annual revenue. It awarded 2 grants totaling $103K in 2025.
Where does Dorothy Holden Testamentary Trust operate?
Dorothy Holden Testamentary Trust has awarded grants in Indiana, New York.
What size grants does Dorothy Holden Testamentary Trust award?
In 2025, Dorothy Holden Testamentary Trust awarded 2 grants totaling $103K — an average of about $52K per grant, based on its IRS Form 990 filings.
How much is Dorothy Holden Testamentary Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Dorothy Holden Testamentary Trust reported a distributable amount of $119K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Dorothy Holden Testamentary Trust's EIN?
Dorothy Holden Testamentary Trust's EIN (Employer Identification Number) is 59-6168524. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in Dorothy Holden Testamentary Trust'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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