Lawrence S Holt Trust No 04634
- Assets
- $597.6k
- Revenue
- $17.3k
- Investments
- $578.5k
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 12/1970
- Data as of
- 12/2023
- EIN
- 52-6028913
Organization Overview
Lawrence S Holt Trust No 04634 is located in Dallas, TX. The organization was established in 1970. According to its NTEE Classification (T90) the organization is classified as: Named Trusts N.E.C., under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations.
For the year ending 12/2023, Lawrence S Holt Trust No 04634 generated $17.3k in total revenue. The organization has seen a slow decline revenue. Over the past 9 years, revenues have fallen by an average of (1.9%) each year. All expenses for the organization totaled $33.6k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Lawrence S Holt Trust No 04634 has awarded 21 individual grants totaling $240,244. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $15,584 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $53 |
| Capital Gain Net Income | $53 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $1,621 |
| Total Revenue | $17,258 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $9,056 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $479 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $334 |
| Total operating and administrative expenses | $11,119 |
| Contributions, gifts, grants paid | $22,509 |
| Total expenses and disbursements | $33,628 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $19,133 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $597,628 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Lawrence S Holt Trust No 04634 has awarded $36,686 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
PROTESTANT EPISCOPAL THEOLOGICAL PURPOSE: UNRESTRICTED GENERAL | $17,295 |
TREASURER PROTESTANT EPISCPL CH PURPOSE: UNRESTRICTED GENERAL | $19,391 |