Holt Family Foundation

NAPLES, FL EIN: 84-6904903

Holt Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $468K in total assets. In 2024, it awarded 10 grants totaling $174K. Net investment income was $97K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$468K

-14.6% YoY

Annual Giving

$174K

+47.0% YoY

Grant Count

10

+66.7% YoY

Avg Grant Size

$17K

-11.8% YoY

Under IRS private-foundation payout rules, Holt Family Foundation reported a distributable amount of $23K for 2024 — the minimum it must pay out in qualifying distributions.

About Holt Family Foundation

Based on IRS filings

Holt Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $468K in total assets. In 2024, it awarded 10 grants totaling $174K. Net investment income was $97K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

NantucketOrlandoSacramentoSheltonSiasconsetWallingfordWashingtonWeston

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$128K$256K$384K$512K20202021202220232024
Metric202420232022
Total Assets$467,959$548,229$204,300
Revenue$104,710$465,678$53,521
Expenses$184,980$121,749$20,035
Qualifying Distributions$177,267$121,135$20,035
Net Investment Income$97,228$465,678$53,521
Distributable Amount$23,479$23,412$27,374

Giving Over Time

Total grant dollars and number of grants per year

$0$44K$87K$131K$174K7 grants202010 grants20219 grants20226 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

NANTUCKET GOLF CLUB FOUN…$111KNANTUCKET BOYS AND GIRLS…$30KGROW THE MAJORITY$25KCHOATE ROSEMARY HALL$5KNANTUCKET ISLAND SAFE HA…$1KJUMA$500NANTUCKET POLICE CHARITA…$500WESTON VOLUNTEER FIRE DE…$500WESTON POLICE BENEVOLENT…$250WESTON VOLUNTEER EMERGEN…$250

Grant Size Distribution

42 grants across all recorded years

38<$50K3$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Nantucket Golf Club Foundation ($111,437), Nantucket Boys and Girls Club ($30,000), Grow the Majority ($25,000).

RecipientPurposeAmount
CHOATE ROSEMARY HALL WALLINGFORD, CTCIVIC$5,000
JUMA SACRAMENTO, CACIVIC$500
NANTUCKET BOYS AND GIRLS CLUB NANTUCKET, MACIVIC$30,000
NANTUCKET GOLF CLUB FOUNDATION SIASCONSET, MACIVIC$111,437
NANTUCKET ISLAND SAFE HARBOR FOR ANIMALS (NISHA) NANTUCKET, MACIVIC$1,045
NANTUCKET POLICE CHARITABLE ASSOCIATION NANTUCKET, MACIVIC$500
WESTON POLICE BENEVOLENT ASSOCIATION WESTON, CTCIVIC$250
WESTON VOLUNTEER EMERGENCY MEDICAL SERVICE WESTON, CTCIVIC$250
WESTON VOLUNTEER FIRE DEPARTMENT WESTON, CTCIVIC$500
GROW THE MAJORITY WASHINGTON, DCCIVIC$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
KEVIN HOLTTRUSTEE1
CAROLYN HOLTTRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Holt Family Foundation?

Holt Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NAPLES, FL. It holds $468K in total assets as of 2024.

How large is Holt Family Foundation?

As of 2024, Holt Family Foundation holds $468K in total assets with $105K in annual revenue. It awarded 10 grants totaling $174K in 2024.

Where does Holt Family Foundation operate?

Holt Family Foundation has awarded grants in California, Connecticut, District of Columbia, Florida, Massachusetts.

What size grants does Holt Family Foundation award?

In 2024, Holt Family Foundation awarded 10 grants totaling $174K — an average of about $17K per grant, based on its IRS Form 990 filings.

How much is Holt Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Holt Family Foundation reported a distributable amount of $23K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Holt Family Foundation's EIN?

Holt Family Foundation's EIN (Employer Identification Number) is 84-6904903. IRS Form 990 filing data is available on this page for 2020–2024.

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

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