David and Linda Holt Family

Private foundation · Grantmaker Villa Hills, KY EIN: 84-3899664

David and Linda Holt Family is a private foundation focused on Education, based in Villa Hills, KY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 1 grant totaling $2K. Net investment income was $21K.

Key facts about David and Linda Holt Family

In short: David and Linda Holt Family gave $2K across 1 grant in 2025 (avg $2K), mostly in Ohio. Source: 2025 IRS Form 990-PF.

EIN
84-3899664
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$2,000
Grants made (2025)
1
Average grant
$2,000
Median grant
$2,000
Total assets
$1,258,817
Primary geography
Ohio (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.3M

+49.6% YoY

Annual Giving

$2K

-95.1% YoY

Grant Count

1

-66.7% YoY

Avg Grant Size

$2K

-85.4% YoY

Under IRS private-foundation payout rules, David and Linda Holt Family reported a distributable amount of $50K for 2025 — the minimum it must pay out in qualifying distributions.

How David and Linda Holt Family gives

  • In 2025 it paid out 5% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

CincinnatiHighland Heights

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K0 grants2020 0 grants2021 0 grants2022 0 grants2023 3 grants2024 1 grant2025

From 2024 to 2025, annual grant giving ranged from $2K (2025) to $41K (2024). In 2025 it made 1 grant totaling $2K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Breakthrough T1D: $2KBreakthrough T1D$2K

The largest 2025 recipient was Breakthrough T1D ($2K).

Grant Size Distribution

4 grants across all recorded years

4<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 4 grants of 4 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Breakthrough T1D Cincinnati, OHGeneral Operating Support$2,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,258,817$841,258$605,041
Revenue$423,856$281,877$605,436
Expenses$6,297$45,660$395
Qualifying Distributions$2,513$42,515—
Net Investment Income$20,881$28,882$5,041
Distributable Amount$49,922$35,690$8,695

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS June 25, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

David and Linda Holt Family is led by Linda Holt, President on every filing since 2020; none of the 6 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Linda Holt

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Andrew Michael Wagner

    Director

    On filings since 2021

    0.1 hrs/week

    No compensation reported

  • Anna Maureen Wagner

    Director

    On filings since 2021

    0.1 hrs/week

    No compensation reported

  • Lauren Rose Wagner Powell

    Director

    On filings since 2021

    0.1 hrs/week

    No compensation reported

  • Angela Holt Wagner

    Secretary

    On filings since 2020

    0.1 hrs/week

    No compensation reported

  • Amy Holt Castetter

    Treasurer

    On filings since 2021

    0.1 hrs/week

    No compensation reported

Former officers (1)
  • Former: Amy Holt Wagner (2020) — Treasurer

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about David and Linda Holt Family

How much does David and Linda Holt Family give each year?

David and Linda Holt Family gave $2K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $41K across 3 grants.

How large is David and Linda Holt Family?

David and Linda Holt Family reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $3K in qualifying distributions that year, against a required minimum of $50K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is David and Linda Holt Family?

David and Linda Holt Family is a private foundation focused on Education, based in Villa Hills, KY. It holds $1.3M in total assets as of 2025.

Where does David and Linda Holt Family operate?

David and Linda Holt Family has awarded grants in Kentucky, Ohio.

What is David and Linda Holt Family's EIN?

David and Linda Holt Family's EIN (Employer Identification Number) is 84-3899664. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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