Holsinger Charitable Trust No 1 CO
Holsinger Charitable Trust No 1 CO is a private foundation focused on Human Services, based in Oklahoma City, OK. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $3.8M in total assets. In 2025, it awarded 1 grant totaling $129K. Net investment income was $199K.
Holsinger Charitable Trust No 1 CO at a glance
In short: Holsinger Charitable Trust No 1 CO gave $129K across 1 grant in 2025 (avg $129K), mostly in Oklahoma. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $128,996
- -41.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $128,996
- -41.2% vs 2024
- Median grant
- $128,996
- Total assets
- $3,842,739
- +1.5% vs 2024
- Primary geography
- Oklahoma (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Holsinger Charitable Trust No 1 CO funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Okla Conf Of The United Methodist Church ($129K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 4 grants of 5 (80%).
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 Holsinger Charitable Trust No 1 CO gives
- Giving fell 32% from 2022 to 2025. Method
- In 2025 it paid out 61% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $97K (2019) to $384K (2021). In 2025 it made 1 grant totaling $129K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Okla Conf Of The United Methodist Church Oklahoma City, OK | Program Services | $128,996 |
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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 | $3,842,739 | $229,106 | $170,518 | $128,996 | 1 | $138,339 | $198,836 | $225,138 |
| 2024 | $3,784,152 | $198,905 | $253,638 | $219,246 | 1 | $227,734 | $172,983 | $212,946 |
| 2023 | $3,838,888 | $147,113 | $237,433 | $206,254 | 1 | $214,238 | $123,918 | $208,190 |
| 2022 | $3,929,217 | $136,396 | $226,317 | $188,603 | 1 | $204,385 | $120,041 | $217,916 |
| 2021 | $4,020,925 | $294,627 | $419,248 | $384,042 | 1 | $400,562 | $277,471 | $219,716 |
| 2020 | $4,050,801 | $168,075 | $146,043 | $112,843 | 1 | — | $153,264 | $208,484 |
| 2019 | $4,013,290 | $151,313 | $130,217 | $97,034 | 1 | — | $136,601 | $190,712 |
Under IRS private-foundation payout rules, Holsinger Charitable Trust No 1 CO reported a distributable amount of $225K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Holsinger Charitable Trust No 1 CO is led by InvesTrust, Trustee on every filing since 2019 — the only officer listed, and compensated.
Officers on the 2025 filing
InvesTrust
Trustee
On filings since 2019
$28K (2019) → $18K (2025)
Data from IRS Form 990 filings, 2019–2025. "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 $18K, to InvesTrust (Trustee).
Frequently asked questions about Holsinger Charitable Trust No 1 CO
How much does Holsinger Charitable Trust No 1 CO give each year?
Holsinger Charitable Trust No 1 CO gave $129K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $219K across 1 grant.
How large is Holsinger Charitable Trust No 1 CO?
Holsinger Charitable Trust No 1 CO reported $3.8M in total assets on its 2025 IRS Form 990-PF. It paid out $138K in qualifying distributions that year, against a required minimum of $225K (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.
What is Holsinger Charitable Trust No 1 CO?
Holsinger Charitable Trust No 1 CO is a private foundation focused on Human Services, based in Oklahoma City, OK. It holds $3.8M in total assets as of 2025.
Where does Holsinger Charitable Trust No 1 CO operate?
Holsinger Charitable Trust No 1 CO has awarded grants in Oklahoma.
What is Holsinger Charitable Trust No 1 CO's EIN?
Holsinger Charitable Trust No 1 CO's EIN (Employer Identification Number) is 81-4842039. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 5, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 9, 2024)
Live grants for the work Holsinger Charitable Trust No 1 CO funds
Human Services Open opportunities, soonest deadline first.
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Browse active grant opportunities in Holsinger Charitable Trust No 1 CO's focus areas in our free grants database
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