Frances & Josephine Holley Educational Trust
Frances & Josephine Holley Educational Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $483K in total assets. In 2025, it awarded 1 grant totaling $26K. Net investment income was $40K.
Frances & Josephine Holley Educational Trust at a glance
In short: Frances & Josephine Holley Educational Trust gave $26K across 1 grant in 2025 (avg $26K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $25,506
- +14.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $25,506
- +14.3% vs 2024
- Median grant
- $25,506
- Total assets
- $483,078
- +2.2% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Frances & Josephine Holley Educational Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Wellesley College ($26K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Frances & Josephine Holley Educational Trust gives
- Giving held roughly steady from 2022 to 2025 (−11%). Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $19K (2023) to $29K (2022). In 2025 it made 1 grant totaling $26K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wellesley College Wellesley, MA | Scholarships for Books & | $25,506 |
Ready to take the next step with Frances & Josephine Holley Educational Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $483,078 | $46,967 | $36,352 | $25,506 | 1 | $29,331 | $40,012 | $28,827 |
| 2024 | $472,799 | $19,346 | $31,781 | $22,308 | 1 | $25,849 | $12,113 | $26,834 |
| 2023 | $471,372 | $-4,182 | $29,790 | $18,679 | 1 | $22,029 | $5,089 | $25,077 |
| 2022 | $497,340 | $96,788 | $39,389 | $28,779 | 1 | $32,555 | $89,866 | $27,184 |
| 2021 | $517,257 | $34,280 | $32,927 | $22,776 | 1 | — | $28,073 | $29,011 |
Under IRS private-foundation payout rules, Frances & Josephine Holley Educational Trust reported a distributable amount of $29K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Frances & Josephine Holley Educational Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$8K (2022) → $8K (2025)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $8K, to Bank of America (Trustee).
Frequently asked questions about Frances & Josephine Holley Educational Trust
How much does Frances & Josephine Holley Educational Trust give each year?
Frances & Josephine Holley Educational Trust gave $26K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $22K across 1 grant.
How large is Frances & Josephine Holley Educational Trust?
Frances & Josephine Holley Educational Trust reported $483K in total assets on its 2025 IRS Form 990-PF. It paid out $29K in qualifying distributions that year, against a required minimum of $29K (roughly 5% of its investment assets).
Where does Frances & Josephine Holley Educational Trust operate?
Frances & Josephine Holley Educational Trust has awarded grants in Massachusetts.
What is Frances & Josephine Holley Educational Trust's EIN?
Frances & Josephine Holley Educational Trust's EIN (Employer Identification Number) is 75-6048241. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Explore Open Grants
Browse active grant opportunities in Frances & Josephine Holley Educational Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Schimberg Family Charitable Foundation
Cincinnati, OH
Assets
—
Grants
2
Total Given
$761K
Sentry Insurance Foundation Inc
Stevens Point, WI
The foundation supports education, workforce development, United Way, and local organizations that improve quality of life and build equitable communities, especially in Wisconsin and Hawaii, including Maui. Its 2024 grants had a median of $1,500, though awards ranged widely; it accepts requests by letter to Sentry Insurance stating the organization’s purpose and requested amount.
Assets
$9.9M
Grants
271
Total Given
$7.3M
Tr Uw G Gorham Peters
Boston, MA
The foundation supports Massachusetts charitable organizations, including hospitals, health-related groups, and community-serving nonprofits. Its 2025 grants ranged from $20,000 to $120,000, with a median of $55,000. It gives only to preselected organizations and does not accept unsolicited requests.
Assets
$12.3M
Grants
21
Total Given
$1.4M
Hawkes Scholarship Fund
Brooklyn, OH
The Hawkes Scholarship Fund supports first-year college scholarships, awarding $2,500–$10,000 per grant, typically about $6,250. Recent grants went primarily to recipients in Maine, with others in Indiana, Massachusetts, and New York. Its 2024 filing describes written scholarship requests with educational information; it does not specify whether unsolicited requests are accepted.
Assets
$1.4M
Grants
10
Total Given
$65K
The Reamer Family Foundation
Boston, MA
The Reamer Family Foundation supports organizations working in education and research, healthcare, arts, heritage, environmental protection, and food access. Its 2025 grants ranged from $500 to $53,000, with a median of $2,000, and went to organizations in Massachusetts, New York, Rhode Island, and Pennsylvania. It funds only preselected charities and does not accept unsolicited requests.
Assets
$13K
Grants
28
Total Given
$158K
Aerojet Rocketdyne Foundation
Melbourne, FL
Assets
—
Grants
13
Total Given
$219K
More similar funders
More Funders in Texas
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Frances & Josephine Holley Educational Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Frances & Josephine Holley Educational Trust down — hundreds of funders to go?