Holthues Tr
- Assets
- $22.9m
- Revenue
- $2.7m
- Investments
- $22.8m
- Employees
- 0
- Location
- Muscatine, IA
- Founding
- 02/1998
- Data as of
- 12/2020
- EIN
- 42-1466786
Organization Overview
Holthues Tr is located in Muscatine, IA. The organization was established in 1998. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Holthues Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2020, Holthues Tr generated $2.7m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 7.8% each year. All expenses for the organization totaled $2.0m during the year ending 12/2020. While expenses have increased by 5.4% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Holthues Tr has awarded 300 individual grants totaling $9,703,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2020
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Elizabeth Shriver Vice Pres/director | 0.3 | $0 | |
Lincoln Stanley Director | 0.3 | $0 | |
Catherine Elliot Director | 0.3 | $0 | |
Cassie Batzkiel Treasurer | 0.3 | $0 | |
Brian Hanson Director | 0.3 | $0 | |
Joseph H Stanley President | 0.5 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $58 |
| Dividends & Interest | $659,813 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $2,026,028 |
| Capital Gain Net Income | $2,026,028 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $2,685,899 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $29,871 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $1,441 |
| Total operating and administrative expenses | $47,041 |
| Contributions, gifts, grants paid | $1,997,000 |
| Total expenses and disbursements | $2,044,041 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $74,269 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $22,886,855 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Holthues Tr has awarded $1,997,000 in support to 58 organizations.
| Grant Recipient | Amount |
|---|---|
St Paul, MN PURPOSE: OPERATING | $130,000 |
DISABILITY RIGHTS INTERNATIONAL PURPOSE: INTERNATIONAL HUMAN RIGHTS FOR PEOPLE WITH DISABILITIES | $120,000 |
Los Angeles, CA PURPOSE: LET'S END IT NOW: FIGHTING PRISONER RAPE IN THE US AND SOUTH AFRICA | $120,000 |
Chicago, IL PURPOSE: STRENGTHENING THE BULLETIN'S COMMUNICATION CAPACITY TO BUILD A LARGER AUDIENCE AND CREATE A SAFER MORE SECURE PLANET | $110,000 |
NONVIOLENT PEACEFORCE PURPOSE: ADVOCACY AND OUTREACH | $110,000 |
Muscatine, IA PURPOSE: COVID-19 FUND | $110,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Herschend Family Entertainment Corporation Beneficiary Trust Branson, MO | $4,577,294 | $15,681,690 |
Allergan Foundation North Chicago, IL | $0 | $22,638,597 |
The Global Orphan Project Inc Kansas City, MO | $12,087,754 | $16,385,536 |
W N Reynolds Residuary Tr Nect Chicago, IL | $153,008,234 | $7,259,404 |
William F Vilas Estate Oregon, WI | $133,759,429 | $14,905,447 |
Src Benefit Programs Trust Springfield, MO | $118,089 | $9,937,850 |
Woodbourne Charitable Trust Plymouth, MN | $1,142,964 | $10,020,932 |
Audrey E & Donald L Hutt Tr 283 Chicago, IL | $19,533,735 | $12,080,033 |
James M Stanton Foundation Bloomington, MN | $29,105,685 | $38,323,984 |
Lawyers Trust Fund Of Illinois Chicago, IL | $23,693,587 | $13,676,265 |
Cokato Charitable Trust Cokato, MN | $9,103,416 | $8,785,306 |
William H Miner Foundation Chicago, IL | $135,785,081 | $12,025,973 |