Helen Holt Charitable Tr

Urbandale, IA
Tax-exempt since Sept. 2009
EIN: 26-6114598

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$110k (2024)

Expenses

$109k (2024)

Total Assets

$1.7M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$109,788

Expenses

$108,673

Net Income

$1,115

Net Assets

$1,703,179

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$77,665	70.7%
Sales of Assets	$32,123	29.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,031	89.3%
Compensation of Officers*	$18,375	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,703,179
Total Liabilities	$0
Net Assets	$1,703,179

Compensation

Key Employees and Officers	Compensation	Other
Iowa State Bank (Trustee)	$18,375	$0

990-PF

Filed on May 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$125,710

Expenses

$112,084

Net Income

$13,626

Net Assets

$1,701,495

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$73,224	58.2%
Sales of Assets	$52,486	41.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,688	88.9%
Compensation of Officers*	$17,416	15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,701,495
Total Liabilities	$0
Net Assets	$1,701,495

Compensation

Key Employees and Officers	Compensation	Other
Iowa State Bank (Trustee)	$17,416	$0

990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$166,120

Expenses

$117,428

Net Income

$48,692

Net Assets

$1,687,699

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$69,941	42.1%
Sales of Assets	$96,179	57.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,807	91.8%
Compensation of Officers*	$18,041	15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,687,699
Total Liabilities	$0
Net Assets	$1,687,699

Compensation

Key Employees and Officers	Compensation	Other
Iowa State Bank (Trustee)	$18,041	$0

990-PF

Filed on May 4, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$98,125

Expenses

$108,439

Net Income

-$10,314

Net Assets

$1,639,007

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$67,676	69.0%
Sales of Assets	$30,449	31.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,912	87.5%
Compensation of Officers*	$18,889	17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,639,007
Total Liabilities	$0
Net Assets	$1,639,007

Compensation

Key Employees and Officers	Compensation	Other
Iowa State Bank (Trustee)	$18,889	$0

990-PF

Filed on April 4, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$168,366

Expenses

$106,727

Net Income

$61,639

Net Assets

$1,649,320

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$62,507	37.1%
Sales of Assets	$105,859	62.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$96,763	90.7%
Compensation of Officers*	$17,117	16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,649,321
Total Liabilities	$1
Net Assets	$1,649,320

Compensation

Key Employees and Officers	Compensation	Other
Iowa State Bank (Trustee)	$17,117	$0

990-PF

Filed on May 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$87,581

Expenses

$107,311

Net Income

-$19,730

Net Assets

$1,587,681

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,715	2.0%
Dividends	$63,752	72.8%
Sales of Assets	$22,114	25.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,816	91.2%
Compensation of Officers*	$17,282	16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,587,682
Total Liabilities	$1
Net Assets	$1,587,681

Compensation

Key Employees and Officers	Compensation	Other
Iowa State Bank (Trustee)	$17,282	$0

990-PF

Filed on May 19, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$64,259

Expenses

$106,531

Net Income

-$42,272

Net Assets

$1,607,412

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$322	0.5%
Dividends	$62,239	96.9%
Sales of Assets	$1,698	2.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$96,492	90.6%
Compensation of Officers*	$17,500	16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,607,412
Total Liabilities	$0
Net Assets	$1,607,412

Compensation

Key Employees and Officers	Compensation	Other
Iowa State Bank (Trustee)	$17,500	$0

990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$75,401

Expenses

$102,915

Net Income

-$27,514

Net Assets

$1,649,684

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$83	0.1%
Dividends	$69,620	92.3%
Sales of Assets	$5,103	6.8%
Other Income	$595	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,081	90.4%
Compensation of Officers*	$17,235	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,649,684
Total Liabilities	$0
Net Assets	$1,649,684

Compensation

Key Employees and Officers	Compensation	Other
Iowa State Bank (Trustee)	$17,235	$0

990-PF

Filed on May 10, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$76,739

Expenses

$96,965

Net Income

-$20,226

Net Assets

$1,677,198

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$50	0.1%
Dividends	$66,161	86.2%
Sales of Assets	$10,528	13.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,703	89.4%
Compensation of Officers*	$16,119	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,677,198
Total Liabilities	$0
Net Assets	$1,677,198

Compensation

Key Employees and Officers	Compensation	Other
Iowa State Bank (Trustee)	$0	$0

990-PF

Filed on May 12, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$135,060

Expenses

$106,356

Net Income

$28,704

Net Assets

$1,706,608

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$65,770	48.7%
Sales of Assets	$69,280	51.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,064	91.3%
Compensation of Officers*	$16,077	15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,706,608
Total Liabilities	$0
Net Assets	$1,706,608

Compensation

Key Employees and Officers	Compensation	Other
Iowa State Bank (Trustee)	$16,077	$0

990-PF

Filed on May 16, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$93,498

Expenses

$110,417

Net Income

-$16,919

Net Assets

$1,677,904

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$65,242	69.8%
Sales of Assets	$28,253	30.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,093	91.6%
Compensation of Officers*	$16,434	14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,689,949
Total Liabilities	$12,045
Net Assets	$1,677,904

Compensation

Key Employees and Officers	Compensation	Other
Iowa State Bank (Trustee)	$16,434	$0

990-PF

Filed on April 10, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$91,109

Expenses

$74,442

Net Income

$16,667

Net Assets

$1,694,823

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$70,456	77.3%
Sales of Assets	$20,651	22.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,114	87.5%
Compensation of Officers*	$15,762	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,694,823
Total Liabilities	$0
Net Assets	$1,694,823

Compensation

Key Employees and Officers	Compensation	Other
Iowa State Bank (Trustee)	$15,762	$0

990-PF

Filed on March 27, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$85,938

Expenses

$76,420

Net Income

$9,518

Net Assets

$1,678,156

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$72,260	84.1%
Sales of Assets	$13,676	15.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,127	87.8%
Compensation of Officers*	$14,900	19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,678,759
Total Liabilities	$603
Net Assets	$1,678,156

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$70,911

Expenses

$71,917

Net Income

-$1,006

Net Assets

$1,668,637

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$64,204	90.5%
Sales of Assets	$6,703	9.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,605	88.4%
Compensation of Officers*	$14,482	20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,668,638
Total Liabilities	$1
Net Assets	$1,668,637

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated January 26, 2026

Helen Holt Charitable Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $110k (2024)

Expenses $109k (2024)

Total Assets $1.7M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$110k (2024)

Expenses

$109k (2024)

Total Assets

$1.7M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008