Robert & Helen Holloway Charitable Trust

MUNCIE, IN EIN: 35-6515034

Robert & Helen Holloway Charitable Trust is a private foundation, based in MUNCIE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $208K in total assets. In 2024, it awarded 2 grants totaling $14K. Net investment income was $17K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$208K

-1.4% YoY

Annual Giving

$14K

+37.3% YoY

Grant Count

2

-50.0% YoY

Avg Grant Size

$7K

+174.6% YoY

Under IRS private-foundation payout rules, Robert & Helen Holloway Charitable Trust reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.

About Robert & Helen Holloway Charitable Trust

Based on IRS filings

Robert & Helen Holloway Charitable Trust is a private foundation, based in MUNCIE, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $208K in total assets. In 2024, it awarded 2 grants totaling $14K. Net investment income was $17K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

AuburnFarmlandUnion CityWinchester

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$7K$15K$22K$30K20202021202220232024
Metric202420232022
Total Assets$207,631$210,549$220,530
Revenue$17,782$6,424$9,779
Expenses$20,700$16,396$21,259
Qualifying Distributions$19,556$15,415$18,342
Net Investment Income$16,639$5,443$8,393
Distributable Amount$14,351$13,241$13,708

Giving Over Time

Total grant dollars and number of grants per year

$0$4K$8K$11K$15K2 grants20202 grants20213 grants20224 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

FOUNTAIN PARK CEMETERY A…$9KST JOSEPH'S CATHOLIC CHU…$5K

Grant Size Distribution

13 grants across all recorded years

13<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Fountain Park Cemetery Association ($9,150), St Joseph's Catholic Church ($5,000).

RecipientPurposeAmount
FOUNTAIN PARK CEMETERY ASSOCIATION WINCHESTER, INGENERAL FUND$9,150
ST JOSEPH'S CATHOLIC CHURCH UNION CITY, INGENERAL OPERATIONS$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Robert & Helen Holloway Charitable Trust?

As of 2024, Robert & Helen Holloway Charitable Trust holds $208K in total assets with $18K in annual revenue. It awarded 2 grants totaling $14K in 2024.

Where does Robert & Helen Holloway Charitable Trust operate?

Robert & Helen Holloway Charitable Trust has awarded grants in Indiana.

What size grants does Robert & Helen Holloway Charitable Trust award?

In 2024, Robert & Helen Holloway Charitable Trust awarded 2 grants totaling $14K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Robert & Helen Holloway Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert & Helen Holloway Charitable Trust reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Robert & Helen Holloway Charitable Trust's EIN?

Robert & Helen Holloway Charitable Trust's EIN (Employer Identification Number) is 35-6515034. IRS Form 990 filing data is available on this page for 2020–2024.

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

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