Holden Arboretum Trust

Analysis

Holden Arboretum Trust is a registered charity in United States, based in Brooklyn, OH. It received its IRS tax-exemption ruling in May 1988, 38 years ago. Its declared purposes cover environment, which this site groups under environment and conservation. The IRS classifies it as a supporting organisation under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending September 2023, Holden Arboretum Trust reported income of $3.5m and spending of $5.4m, spending 154% of what it took in. Across the 5 years on record, from September 2019 to September 2023, income fell from $6.7m to $3.5m (-48%), an average of -15% a year. The sharpest change came in the year to September 2021, when income rose by 75%. Over the whole period it spent 113% of the income it received.

Among 10,430 United States charities whose main cause is environment and conservation and that reported income, Holden Arboretum Trust sits at the 91st percentile: it is larger than about 91% of them. Against every charity in United States with reported income it ranks in the 90th percentile, and in the 90th percentile within OH. Charities of a similar size with the same main cause include Sound Waters Inc ($3.5m), Illinois Audubon Society ($3.5m) and Taking Care of Texas ($3.5m).

Compensation of current officers, directors and key employees was $234k (4.3% of expenses). At year end it held assets of $68.0m against liabilities of $0, net assets of $68.0m.