Helen Maravich-Holy Trinity

Private foundation · Grantmaker Dallas, TX EIN: 43-6765720

Helen Maravich-Holy Trinity is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $538K in total assets. In 2026, it awarded 1 grant totaling $20K. Net investment income was $70K.

Key facts about Helen Maravich-Holy Trinity

In short: Helen Maravich-Holy Trinity gave $20K across 1 grant in 2026 (avg $20K), mostly in Missouri. Source: 2026 IRS Form 990-PF.

EIN
43-6765720
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$19,629
Grants made (2026)
1
Average grant
$19,629
Median grant
$19,629
Total assets
$538,418
Primary geography
Missouri (100% of itemized 2026 grant dollars)

Data from IRS Form 990-PF, 2026; updated September 2026.

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$538K

+6.6% YoY

Annual Giving

$20K

-15.7% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$20K

-15.7% YoY

Under IRS private-foundation payout rules, Helen Maravich-Holy Trinity reported a distributable amount of $34K for 2026 — the minimum it must pay out in qualifying distributions.

How Helen Maravich-Holy Trinity gives

  • Giving fell 26% from 2023 to 2026. Method
  • In 2026 it paid out 69% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2026 grant dollars on its one itemized grant.

States

Cities

Saint Louis

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025 1 grant2026

From 2021 to 2026, annual grant giving ranged from $20K (2026) to $27K (2023). In 2026 it made 1 grant totaling $20K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2026

Holy Trinity Serbian Eastern Orthodox: $20KHoly Trinity Serbian EasternOrthodox$20K

The largest 2026 recipient was Holy Trinity Serbian Eastern Orthodox ($20K).

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Holy Trinity Serbian Eastern Orthodox St. Louis, MOUnrestricted General$19,629

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2021 2022 2023 2024 2025 2026
Metric202620252024
Total Assets$538,418$505,102$486,758
Revenue$76,867$51,211$14,094
Expenses$31,421$33,632$29,011
Qualifying Distributions$23,636$27,051$23,150
Net Investment Income$69,997$44,251$6,754
Distributable Amount$34,050$28,465$25,945

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 24, 2021)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 31, 2022)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 31, 2023)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 30, 2024)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 28, 2025)
  6. Added Form 990-PF for fiscal year 2026 (received by the IRS May 28, 2026)
  7. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Officers and directors from IRS filings

Helen Maravich-Holy Trinity's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).

Officers on the 2026 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $7K (2021) → $9K (2026)

Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

Bank of America — Trustee: $9KBank of AmericaTrustee$9K

The highest reported compensation on the 2026 filing was $9K, to Bank of America (Trustee).

Frequently asked questions about Helen Maravich-Holy Trinity

How much does Helen Maravich-Holy Trinity give each year?

Helen Maravich-Holy Trinity gave $20K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $23K across 1 grant.

How large is Helen Maravich-Holy Trinity?

Helen Maravich-Holy Trinity reported $538K in total assets on its 2026 IRS Form 990-PF. It paid out $24K in qualifying distributions that year, against a required minimum of $34K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

Where does Helen Maravich-Holy Trinity operate?

Helen Maravich-Holy Trinity has awarded grants in Missouri.

What is Helen Maravich-Holy Trinity's EIN?

Helen Maravich-Holy Trinity's EIN (Employer Identification Number) is 43-6765720. IRS Form 990 filing data is available on this page for 2021–2026.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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