HOLDEEN TEN FUNDS (47-10)
https://N/ATotal Given 2018–2023
$4.3M
5 grants · $724K avg/year
based on 6 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$875K
typical big bets · $850K–$920K
grant size
100%
deep partner · 1/1 multi-year
repeat
$20.7M
Assets · 2021
1
Distinct recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
8887304933
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $875K | $16.5M | $828K | 1 |
| 2020 | $951K | $19.2M | $1.3M | 1 |
| 2021 | $748K | $20.7M | $1.3M | 1 |
| 2022 | $920K | $17.1M | $653K | 1 |
| 2023 | $850K | $18.4M | $538K | 1 |
Grant Size Distribution
Based on 5 grants on record
Minimum
$748K
25th Pctl
$850K
Median
$875K
Average
$869K
75th Pctl
$920K
Maximum
$951K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| Wells Fargo Bank NA | TRUSTEE | $81K |
| WELLS FARGO BANK N A | TRUSTEE | $77K |
Grants Awarded (5 total)
| Purpose | ||||
|---|---|---|---|---|
| UNITARIAN UNIVERSALIST ASSOCIATION | BOSTON, MA | $950,719 | GENERAL OPERATING | 2020 |
| UNITARIAN UNIVERSALIST ASSOCIATION | BOSTON, MA | $919,774 | GENERAL OPERATING | 2022 |
| UNITARIAN UNIVERSALIST ASSOCIATION | BOSTON, MA | $875,275 | GENERAL OPERATING | 2018 |
| UNITARIAN UNIVERSALIST ASSOCIATION | BOSTON, MA | $850,000 | GENERAL OPERATING | 2023 |
| UNITARIAN UNIVERSALIST ASSOCIATION | BOSTON, MA | $748,017 | GENERAL OPERATING | 2021 |