Helen Holt Charitable Trust
URBANDALE, IA EIN: 26-6114598
Financial Overview
From 2024 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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
No grants recorded for .
Who else does Helen Holt Charitable Trust fund?
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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 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Iowa $225K (50%)
Florida $225K (50%)
Cities
JohnstonTampa
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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