Holdeen Ten Funds (55-10)
EIN 146018155Total Given 2018–2023
$1.6M
5 grants · $261K avg/year
based on 6 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$314K
typical big bets · $309K–$332K
grant size
100%
deep partner · 1/1 multi-year
repeat
$6.8M
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 | $314K | $5.9M | $260K | 1 |
| 2019 | N/A | $6.8M | $522K | N/A |
| 2020 | $340K | $6.9M | $280K | 1 |
| 2021 | $273K | $7.5M | $448K | 1 |
| 2022 | $332K | $6.3M | $416K | 1 |
| 2023 | $309K | $6.8M | $198K | 1 |
Grant Size Distribution
Based on 5 grants on record
Minimum
$273K
25th Pctl
$309K
Median
$314K
Average
$314K
75th Pctl
$332K
Maximum
$340K
Geographic Distribution
Officers & Directors
WA
Wells Fargo Bank N a
5 yrs
Trustee
WA
Wells Fargo Bank N a
5 yrs
Trustee
WA
Wells Fargo Bank N a
5 yrs
Trustee
WA
Wells Fargo Bank N a
5 yrs
Trustee
WA
Wells Fargo Bank N a
5 yrs
Trustee
WN
Wells Fargo Bank NA
Trustee
Grants Awarded (5 total)
| Purpose | ||||
|---|---|---|---|---|
| Unitarian Universalist Association | Boston, MA | $340,117 | GENERAL OPERATING | 2020 |
| Unitarian Universalist Association | Boston, MA | $332,482 | GENERAL OPERATING | 2022 |
| Unitarian Universalist Association | Boston, MA | $314,069 | GENERAL OPERATING | 2018 |
| Unitarian Universalist Association | Boston, MA | $309,000 | GENERAL OPERATING | 2023 |
| Unitarian Universalist Association | Boston, MA | $272,833 | GENERAL OPERATING | 2021 |