Holdeen Ten Funds (45-10)
EIN 146018145Total Given 2018–2023
$1.2M
5 grants · $201K avg/year
based on 6 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$245K
typical big bets · $220K–$261K
grant size
100%
deep partner · 1/1 multi-year
repeat
$5.2M
Assets (2023)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(888) 730-4933
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $245K | $4.6M | $206K | 1 |
| 2020 | $266K | $5.4M | $181K | 1 |
| 2021 | $212K | $5.8M | $388K | 1 |
| 2022 | $261K | $4.8M | $190K | 1 |
| 2023 | $220K | $5.2M | $163K | 1 |
Grant Size Distribution
Based on 5 grants on record
Minimum
$212K
25th Pctl
$220K
Median
$245K
Average
$241K
75th Pctl
$261K
Maximum
$266K
Geographic Distribution
Officers & Directors
WA
Wells Fargo Bank N a
Trustee
WA
Wells Fargo Bank N a
Trustee
WA
Wells Fargo Bank N a
Trustee
WA
Wells Fargo Bank N a
Trustee
WN
Wells Fargo Bank NA
Trustee
Grants Awarded (5 total)
| Purpose | ||||
|---|---|---|---|---|
| Unitarian Universalist Association | Boston, MA | $265,655 | GENERAL OPERATING | 2020 |
| Unitarian Universalist Association | Boston, MA | $261,148 | GENERAL OPERATING | 2022 |
| Unitarian Universalist Association | Boston, MA | $244,786 | GENERAL OPERATING | 2018 |
| Unitarian Universalist Association | Boston, MA | $220,000 | GENERAL OPERATING | 2023 |
| Unitarian Universalist Association | Boston, MA | $212,206 | GENERAL OPERATING | 2021 |