The James R And Elizabeth P Holt Family Foundation
- Assets
- $205.5k
- Revenue
- $131.6k
- Investments
- $134.1k
- Employees
- 0
- Location
- Wayne, PA
- Founding
- 07/2014
- Data as of
- 12/2021
- 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 12/2021, James R And Elizabeth P Holt Family Foundation generated $131.6k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 64.3% each year . All expenses for the organization totaled $216.5k during the year ending 12/2021. While expenses have increased by 33.0% 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 39 individual grants totaling $467,150. 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 | $1 |
| Dividends & Interest | $5,347 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $126,224 |
| Capital Gain Net Income | $126,224 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $131,572 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,547 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $3,518 |
| Contributions, gifts, grants paid | $213,000 |
| Total expenses and disbursements | $216,518 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $71,460 |
| 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 | $0 |
| Total assets | $205,528 |
| 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, The James R And Elizabeth P Holt Family Foundation has awarded $213,000 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
Wayne, PA PURPOSE: EDUCATIONAL | $140,000 |
WOODMERE ART MUESEM PURPOSE: EDUCATIONAL | $50,000 |
SURREY SERVICES PURPOSE: HEALTHCARE | $10,000 |
PLANNED PARENTHOOD PURPOSE: HEALTHCARE | $3,000 |
PHILADELPHIA ORCHASTRA PURPOSE: EDUCATIONAL | $3,000 |
PHILADELPHIA MUSEUM OF ART PURPOSE: EDUCATIONAL | $2,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
New York State Technology Enterprise Corporation Rome, NY | $60,981,617 | $75,235,119 |
Hamaskpik Of Rockland County Inc Monsey, NY | $63,578,748 | $60,740,286 |
Comunilife Inc New York, NY | $31,660,998 | $48,925,659 |
Julia Dyckman Andrus Memorial Inc Yonkers, NY | $77,963,384 | $42,844,151 |
Wildwood Programs Inc Latham, NY | $26,961,317 | $41,590,830 |
Dave Thomas Foundation For Adoption Dublin, OH | $82,316,858 | $45,774,004 |
Green Chimneys Childrens Services Inc Brewster, NY | $40,286,634 | $28,138,217 |
Times Square District Management Association New York, NY | $18,451,564 | $28,017,921 |
Childrens Center For Treatment And Education Bradford, PA | $5,348,327 | $25,705,354 |
52 Broadway Realty Corp New York, NY | $50,887,165 | $15,066,010 |
Fisher House Foundation Inc Rockville, MD | $70,108,334 | $49,075,688 |
Peter Becker Community Harleysville, PA | $93,663,279 | $25,907,614 |