L M HOLTZ TEST TURST FBO DOROTHY A HOLTZ
Total Given 2018–2023
$49K
10 grants · $8K avg/year
based on 6 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$5K
typical small grants · $4K–$5K
grant size
100%
deep partner · 2/2 multi-year
repeat
$287K
Assets · 2021
2
Distinct recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
8004962583
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $11K | $222K | $19K | 2 |
| 2020 | $11K | $264K | $16K | 2 |
| 2021 | $8K | $287K | $18K | 2 |
| 2022 | $11K | $232K | $5K | 2 |
| 2023 | $9K | $257K | $11K | 2 |
Grant Size Distribution
Based on 10 grants on record
Minimum
$4K
25th Pctl
$4K
Median
$5K
Average
$5K
75th Pctl
$5K
Maximum
$5K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| JP MORGAN CHASE BANK NA | TRUSTEE | $3K |
| JP MORGAN CHASE | TRUSTEE | $3K |
Grants Awarded (10 total)
| Purpose | ||||
|---|---|---|---|---|
| ROMAN CATHOLIC DIOCESE OF ROCH | ROCHESTER, NY | $5,345 | GENERAL | 2022 |
| TEMPLE BRITH KODESH | ROCHESTER, NY | $5,345 | GENERAL | 2022 |
| TEMPLE BRITH KODESH | ROCHESTER, NY | $5,329 | GENERAL | 2020 |
| ROMAN CATHOLIC DIOCESE OF ROCH | ROCHESTER, NY | $5,329 | GENERAL | 2020 |
| TEMPLE BRITH KODESH | ROCHESTER, NY | $5,293 | GENERAL | 2018 |
| ROMAN CATHOLIC DIOCESE OF ROCH | ROCHESTER, NY | $5,293 | GENERAL | 2018 |
| ROMAN CATHOLIC DIOCESE OF ROCH | ROCHESTER, NY | $4,493 | GENERAL | 2023 |
| TEMPLE BRITH KODESH | ROCHESTER, NY | $4,493 | GENERAL | 2023 |
| TEMPLE BRITH KODESH | ROCHESTER, NY | $3,871 | GENERAL | 2021 |
| ROMAN CATHOLIC DIOCESE OF ROCH | ROCHESTER, NY | $3,871 | GENERAL | 2021 |