The James R And Elizabeth P Holt Family Foundation
- Assets
- $87.8k
- Revenue
- $36.8k
- Investments
- $84.7k
- Employees
- 0
- Location
- Wayne, PA
- Founding
- 07/2014
- Data as of
- 12/2022
- EIN
- 38-7104646
Organization Overview
The James R And Elizabeth P Holt Family Foundation is located in Wayne, PA. The organization was established in 2014. According to its NTEE Classification (Z99) the organization is classified as: Unknown, under the broad grouping of Unknown and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. James R And Elizabeth P Holt Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, James R And Elizabeth P Holt Family Foundation generated $36.8k in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 9.8% each year. All expenses for the organization totaled $158.8k during the year ending 12/2022. While expenses have increased by 18.5% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, James R And Elizabeth P Holt Family Foundation has awarded 44 individual grants totaling $623,250. 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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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
James R Holt Jr Co-Trustee | 0 | $0 | |
Elizabeth P Holt Co-Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $6 |
| Dividends & Interest | $2,549 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $34,235 |
| Capital Gain Net Income | $34,235 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $36,790 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,001 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $2,713 |
| Contributions, gifts, grants paid | $156,100 |
| Total expenses and disbursements | $158,813 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,280 |
| Savings and temporary cash investments | $0 |
| 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 | $1,840 |
| Total assets | $87,846 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $4,341 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $4,341 |
Grants Awarded
Over the last fiscal year, The James R And Elizabeth P Holt Family Foundation has awarded $156,100 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
AFRICAN EDUCATION PROGRAM PURPOSE: EDUCATIONAL | $40,600 |
PHILADELPHIA ORCHASTRA PURPOSE: EDUCATIONAL | $3,000 |
SURREY SERVICES PURPOSE: HEALTHCARE | $10,000 |
NATIONAL AUDUBON SOCIETY PURPOSE: ENVIRONMENTAL | $2,500 |
THE FRANKLIN INSTITUTE PURPOSE: EDUCATIONAL | $100,000 |