//
Also known as: FOUNDATION
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
The James R And Elizabeth P Holt Family Foundation is a private trust based in WAYNE, PA. The foundation received its IRS ruling in 2014. The principal officer is B Rosenfield. It holds total assets of $25K. Annual income is reported at $6K. Total assets have decreased from $115K in 2013 to $27K in 2023. The foundation is governed by 2 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Pennsylvania, New York and Massachusetts. According to available records, The James R And Elizabeth P Holt Family Foundation has made 18 grants totaling $425K, with a median grant of $3K. Annual giving has decreased from $312K in 2022 to $113K in 2023. Individual grants have ranged from $1K to $100K, with an average award of $24K. The foundation has supported 11 unique organizations. The foundation primarily supports organizations in Pennsylvania, District of Columbia, Massachusetts, which account for 94% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$5K
Average Grant
$19K
Largest Grant
$100K
Based on 9 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
The James R And Elizabeth P Holt Family Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 18 grants. Its grantmaking reaches organizations primarily in PA, DC, MA.
The James R And Elizabeth P Holt Family Foundation has distributed a total of $425K across 18 grants. The median grant size is $3K, with an average of $24K. Individual grants have ranged from $1K to $100K.
The James R And Elizabeth P Holt Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
The James R And Elizabeth P Holt Family Foundation is headquartered in WAYNE, PA. While based in PA, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| James R Holt Jr | CO-TRUSTEE | $0 | $0 | N/A |
| Elizabeth P Holt | CO-TRUSTEE | $0 | $0 | N/A |
Total Giving
$115K
Total Assets
$27K
Fair Market Value
$50K
Net Worth
$27K
Grants Paid
$113K
Contributions
N/A
Net Investment Income
$56K
Distribution Amount
$4K
Total: $24K
Total Grants
18
Total Giving
$425K
Average Grant
$24K
Median Grant
$3K
Unique Recipients
11
Most Common Grant
$3K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Lawton And Allied Families AssociationEDUCATIONAL | Edisto Island, SC | $1K | 2023 |
| The Franklin InstituteEDUCATIONAL | Philadelphia, PA | $100K | 2023 |
| Woodmere Art MuseumEDUCATIONAL | Philadelphia, PA | $4K | 2023 |
| Planned ParenthoodEDUCATIONAL | Washington, DC | $3K | 2023 |
| Philadelphia OrchastraEDUCATIONAL | Philadelphia, PA | $3K | 2023 |
| Siasconset Union ChapelEDUCATIONAL | Nantucket, MA | $1K | 2023 |
| Lupus Foundation Of AmericaEDUCATIONAL | Washington, DC | $1K | 2023 |
| Sconset Trust IncEDUCATIONAL | Siasconset, MA | $1K | 2023 |
| African Education ProgramEDUCATIONAL | Wayne, PA | $41K | 2022 |
| Surrey ServicesHEALTHCARE | Broomall, PA | $10K | 2022 |
| National Audubon SocietyENVIRONMENTAL | Norristown, PA | $3K | 2022 |