Helen Holt Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in URBANDALE, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 2 grants totaling $88K. Net investment income was $98K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.7M
+0.1% YoY
Annual Giving
$88K
-3.5% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$44K
-3.5% YoY
Under IRS private-foundation payout rules, Helen Holt Charitable Trust reported a distributable amount of $103K for 2024 — the minimum it must pay out in qualifying distributions.
About Helen Holt Charitable Trust
Based on IRS filings
Helen Holt Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in URBANDALE, IA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.7M in total assets. In 2024, it awarded 2 grants totaling $88K. Net investment income was $98K.
Focus Areas
Ready to take the next step with Helen Holt Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,703,179 | $1,701,495 | $1,687,699 |
| Revenue | $109,788 | $125,710 | $166,120 |
| Expenses | $108,673 | $112,084 | $117,428 |
| Qualifying Distributions | $97,031 | $99,688 | $107,807 |
| Net Investment Income | $98,146 | $113,314 | $156,499 |
| Distributable Amount | $103,329 | $96,546 | $99,963 |
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 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Childserve Foundation Inc ($43,759), Shriners Hospitals for Children ($43,759).
| Recipient | Purpose | Amount |
|---|---|---|
| CHILDSERVE FOUNDATION INC JOHNSTON, IA | SUPPORT CHARITY | $43,759 |
| SHRINERS HOSPITALS FOR CHILDREN TAMPA, FL | SUPPORT CHARITY | $43,759 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| IOWA STATE BANK | Trustee | 1 | $18,375 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Helen Holt Charitable Trust?
Helen Holt Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in URBANDALE, IA. It holds $1.7M in total assets as of 2024.
How large is Helen Holt Charitable Trust?
As of 2024, Helen Holt Charitable Trust holds $1.7M in total assets with $110K in annual revenue. It awarded 2 grants totaling $88K in 2024.
Where does Helen Holt Charitable Trust operate?
Helen Holt Charitable Trust has awarded grants in Florida, Iowa.
What size grants does Helen Holt Charitable Trust award?
In 2024, Helen Holt Charitable Trust awarded 2 grants totaling $88K — an average of about $44K per grant, based on its IRS Form 990 filings.
How much is Helen Holt Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Helen Holt Charitable Trust reported a distributable amount of $103K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Helen Holt Charitable Trust's EIN?
Helen Holt Charitable Trust's EIN (Employer Identification Number) is 26-6114598. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Helen Holt Charitable Trust's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Main Street Fort Dodge Inc
FORT DODGE, IA
Assets
$315K
Grants
1
Total Given
$25K
John & Beverly Anderson Charitable Trust
VINTON, IA
Assets
—
Grants
18
Total Given
$22K
Daniel J & Ann L Krumm Charitable Trus
AMES, IA
Assets
—
Grants
21
Total Given
$228K
Barbara Jean Couturier Charitable T
DAVENPORT, IA
Assets
—
Grants
0
Total Given
—
Change Happens Foundation
URBANDALE, IA
Assets
$17.8M
Grants
12
Total Given
$255K
The Joseph Andres Family Foundation
OKOBOJI, IA
Assets
—
Grants
6
Total Given
$7K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Helen Holt Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Helen Holt Charitable Trust to a real strategy.