Frances & Josephine Holley Educational Trust

DALLAS, TX EIN: 75-6048241

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 grants totaling $26K. Net investment income was $40K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$483K

+2.2% YoY

Annual Giving

$26K

+14.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$26K

+14.3% YoY

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.

About Frances & Josephine Holley Educational Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $118K (100%)

States

Massachusetts

Cities

Wellesley

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$483,078	$472,799	$471,372
Revenue	$46,967	$19,346	$-4,182
Expenses	$36,352	$31,781	$29,790
Qualifying Distributions	$29,331	$25,849	$22,029
Net Investment Income	$40,012	$12,113	$5,089
Distributable Amount	$28,827	$26,834	$25,077

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 Wellesley College ($25,506).

Recipient	Purpose	Amount
WELLESLEY COLLEGE WELLESLEY, MA	SCHOLARSHIPS FOR BOOKS &	$25,506

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	$8,312

Frequently Asked Questions

How large is Frances & Josephine Holley Educational Trust?

As of 2025, Frances & Josephine Holley Educational Trust holds $483K in total assets with $47K in annual revenue. It awarded 1 grants totaling $26K in 2025.

Where does Frances & Josephine Holley Educational Trust operate?

Frances & Josephine Holley Educational Trust has awarded grants in Massachusetts.

What size grants does Frances & Josephine Holley Educational Trust award?

In 2025, Frances & Josephine Holley Educational Trust awarded 1 grants totaling $26K — an average of about $26K per grant, based on its IRS Form 990 filings.

How much is Frances & Josephine Holley Educational Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Frances & Josephine Holley Educational Trust reported a distributable amount of $29K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.