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Charles W Holtzer Fund 3 100 1019282

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

Summary charts: organization finances over time

Revenue
$47.7k (2024)

Expenses
$252k (2024)

Total Assets
$4.4M (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 Sept.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$47,711
Expenses
$252,388
Net Income
-$204,677
Net Assets
$4,399,650
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $116,435
> 100%
Sales of Assets -$69,128
Other Income $404
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $217,253
86.1%
Compensation of Officers* $49,591
19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,399,650
Total Liabilities $0
Net Assets $4,399,650
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $49,591 $0

Document Links

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$91,666
Expenses
$217,371
Net Income
-$125,705
Net Assets
$4,198,982
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $105,200
> 100%
Sales of Assets -$13,534
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $170,034
78.2%
Compensation of Officers* $45,671
21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,198,982
Total Liabilities $0
Net Assets $4,198,982
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $45,671 $0

Document Links

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,051,277
Expenses
$296,520
Net Income
$754,757
Net Assets
$4,390,270
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $104,168
9.9%
Sales of Assets $946,985
90.1%
Other Income $124
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $262,890
88.7%
Compensation of Officers* $50,502
17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,390,270
Total Liabilities $0
Net Assets $4,390,270
Compensation
Key Employees and Officers Compensation Other
Bank Of America (Trustee) $50,502 $0

Document Links

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$81,157
Expenses
$240,521
Net Income
-$159,364
Net Assets
$4,441,970
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $99,829
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $203,839
84.7%
Compensation of Officers* $51,089
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 $4,441,971
Total Liabilities $1
Net Assets $4,441,970
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $51,089 $0

Document Links

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$125,733
Expenses
$217,673
Net Income
-$91,940
Net Assets
$3,689,300
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $89,426
71.1%
Sales of Assets $27,895
22.2%
Other Income $8,412
6.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $187,557
86.2%
Compensation of Officers* $44,063
20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,689,301
Total Liabilities $1
Net Assets $3,689,300
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $44,063 $0

Document Links

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$133,025
Expenses
$244,413
Net Income
-$111,388
Net Assets
$3,876,867
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $88,403
66.5%
Sales of Assets $44,622
33.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $198,770
81.3%
Compensation of Officers* $43,631
17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,876,867
Total Liabilities $0
Net Assets $3,876,867
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $43,631 $0

Document Links

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$529,635
Expenses
$230,858
Net Income
$298,777
Net Assets
$3,967,552
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $57,210
10.8%
Sales of Assets $472,425
89.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $199,700
86.5%
Compensation of Officers* $45,597
19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,967,552
Total Liabilities $0
Net Assets $3,967,552
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $45,597 $0

Document Links

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$190,943
Expenses
$220,893
Net Income
-$29,950
Net Assets
$3,705,123
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $109,437
57.3%
Sales of Assets $78,576
41.2%
Other Income $2,930
1.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $188,378
85.3%
Compensation of Officers* $42,936
19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,705,123
Total Liabilities $0
Net Assets $3,705,123
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $42,936 $0

Document Links

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$52,868
Expenses
$212,300
Net Income
-$265,168
Net Assets
$3,731,855
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $93,932
Sales of Assets -$150,278
Other Income $3,478
Notable Expenses Percent of Total Expenses
Charitable Disbursements $178,987
84.3%
Compensation of Officers* $41,113
19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,731,855
Total Liabilities $0
Net Assets $3,731,855
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $41,113 $0

Document Links

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$55,860
Expenses
$273,059
Net Income
-$217,199
Net Assets
$4,018,213
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $72,852
> 100%
Sales of Assets -$16,993
Other Income $1
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $219,260
80.3%
Compensation of Officers* $45,300
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 $4,018,213
Total Liabilities $0
Net Assets $4,018,213
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $45,300 $0

Document Links

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,062,315
Expenses
$246,069
Net Income
$816,246
Net Assets
$4,163,703
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $70,673
6.7%
Sales of Assets $984,558
92.7%
Other Income $7,084
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $219,731
89.3%
Compensation of Officers* $42,675
17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,163,703
Total Liabilities $0
Net Assets $4,163,703
Compensation
Key Employees and Officers Compensation Other
Bank Of America N A (Trustee) $42,675 $0

Document Links

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$75,383
Expenses
$244,366
Net Income
-$168,983
Net Assets
$3,280,600
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $90,686
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $208,608
85.4%
Compensation of Officers* $35,531
14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,280,600
Total Liabilities $0
Net Assets $3,280,600

Document Links

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$442,293
Expenses
$218,129
Net Income
$224,164
Net Assets
$3,470,355
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $98,536
22.3%
Sales of Assets $343,757
77.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $192,777
88.4%
Compensation of Officers* $31,606
14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,470,355
Total Liabilities $0
Net Assets $3,470,355

Document Links

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$347,164
Expenses
$219,974
Net Income
$127,190
Net Assets
$3,241,189
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $108,101
31.1%
Sales of Assets $239,063
68.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $198,261
90.1%
Compensation of Officers* $33,620
15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,241,189
Total Liabilities $0
Net Assets $3,241,189

Document Links

Fiscal Year Ending Sept.
2010

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Sept.
2009

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Sept.
2008

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Sept.
2004

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Sept.
2003

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Sept.
2002

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Sept.
2001

No Extracted Financial Data

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

Document Links

About 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 »

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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.

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