Holt Foundation Im
Holt Foundation IM is a private foundation based in Bedminster, New Jersey (EIN 31-6671181). The foundation is classified as a grantmaking foundation under the NTEE category T20 (Philanthropy, Voluntarism & Grantmaking Foundations) and maintains 501(c)(3) tax-exempt status.
Key facts about Holt Foundation Im
In short: Holt Foundation Im gave $177K across 36 grants in 2025 (avg $5K), mostly in New Jersey. 19% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 31-6671181
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $177,000
- Grants made (2025)
- 36
- Average grant
- $4,917
- Median grant
- $3,000
- New grantees (estimate)
- 19% first-time grantees (7 of 36, 2025)
- Total assets
- $2,069,703
- Primary geography
- New Jersey (94% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.1M
+52.2% YoY
Annual Giving
$177K
+39.4% YoY
Grant Count
36
+9.1% YoY
Avg Grant Size
$5K
+27.8% YoY
Under IRS private-foundation payout rules, Holt Foundation Im reported a distributable amount of $185K for 2025 — the minimum it must pay out in qualifying distributions.
Is Holt Foundation Im open to new grantees?
19%
first-time grantees, 2025
In 2025, 7 of 36 grantees (19%) were first-time recipients. First grants averaged $2K; repeat grants $6K. How we count
Medians: $1K first-time, $4K repeat.
- 81% of 2025 grantees were also funded in 2024. Method
- Giving grew 170% from 2022 to 2025. Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Grantmaking
The foundation reports grants on Form 990-PF. In 2024, Holt Foundation IM distributed $127,000 in itemized grants across 33 recipients, with a median grant size of $3,000.
Grant Range
of $3,000.
Grant Types
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in New Jersey, with a concentration in Hunterdon County and surrounding areas. The foundation has also made grants to organizations in New York.
Grant Distribution by State
Share of all 36 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
153 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| FISHERMAN'S MARK Lambertville, NJ | GENERAL OPERATING | $15,000 |
| FLEMINGTON AREA FOOD PANTRY Flemington, NJ | GENERAL OPERATING | $15,000 |
| FAMILY PROMISE OF HUNTERDON COUNTY Flemington, NJ | GENERAL OPERATING | $15,000 |
| MEALS ON WHEELS IN HUNTERDON Flemington, NJ | GENERAL OPERATING | $15,000 |
| SHANNON DALEY MEMORIAL FUND Whitehouse Station, NJ | GENERAL OPERATING | $9,500 |
| HUNTERDON HELPLINE Flemington, NJ | GENERAL OPERATING | $9,000 |
| THE RAPTOR TRUST Millington, NJ | GENERAL OPERATING | $8,000 |
| CLINTON SUNRISE ROTARY Clinton, NJ | GENERAL OPERATING | $8,000 |
| OPEN CUPBOARD FOOD PANTRY Clinton, NJ | GENERAL OPERATING | $6,500 |
| WOODLANDS WILDLIFE REFUGE Pittstown, NJ | GENERAL OPERATING | $6,000 |
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total assets: $1.4 million
- Total revenue: $1.1 million
- Total expenses: $159,000
- Total grants distributed: $127,000
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,069,703 | $1,359,519 | $866,151 |
| Revenue | $982,483 | $1,098,184 | $154,602 |
| Expenses | $217,504 | $159,433 | $135,138 |
| Qualifying Distributions | $178,500 | $127,000 | $110,500 |
| Net Investment Income | $835,887 | $141,534 | $131,281 |
| Distributable Amount | $185,309 | $154,077 | $115,566 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 23, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation reports nine unpaid officers and board members, including five volunteer co-trustees. No paid executives are reported.
Holt Foundation Im's 2025 filing lists 8 officers; none of the 8 officers listed in 2025 report compensation.
Officers on the 2025 filing
Ann C. Holt
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
John Matthew Holt
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Justin M. Holt
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Sara Holt Rude
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Tatiana G. Holt
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Katie J. Rude
Co-Trustee
On filings since 2024
1 hr/week
No compensation reported
Megan Jones-Holt
Co-Trustee
On filings since 2024
1 hr/week
No compensation reported
Peter C. Rude
Co-Trustee
On filings since 2024
1 hr/week
No compensation reported
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.
Recent Activity
Recent developments and announcements
The foundation continues active grantmaking, with 2024 and 2025 grants documented to various local nonprofits serving food security, hospice care, historical preservation, arts and culture, and emergency services in the Hunterdon County region and surrounding areas.
Frequently asked questions about Holt Foundation Im
How much does Holt Foundation Im give each year?
Holt Foundation Im gave $177K across 36 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $127K across 33 grants.
What is Holt Foundation Im's typical grant size?
Holt Foundation Im's median grant in 2025 was $3,000, and its average grant was $4,917, across 36 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Holt Foundation Im that year got $2K on average.
Where does Holt Foundation Im give grants?
Holt Foundation Im gives mostly in New Jersey: 94% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Flemington, NJ (12 grants) and Clinton, NJ (5 grants).
Does Holt Foundation Im give general operating support?
Yes: 100% of Holt Foundation Im's 2025 grants with a stated purpose (36 of 36) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Holt Foundation Im's largest grantees?
Holt Foundation Im's largest 2025 grantees include Fisherman's Mark ($15,000), Flemington Area Food Pantry ($15,000) and Family Promise of Hunterdon County ($15,000), according to its 2025 IRS Form 990-PF. Together they received 25% of its itemized 2025 grant dollars.
How large is Holt Foundation Im?
Holt Foundation Im reported $2.1M in total assets on its 2025 IRS Form 990-PF. It paid out $179K in qualifying distributions that year, against a required minimum of $185K (roughly 5% of its investment assets).
How do I apply for a grant from Holt Foundation Im?
The foundation reports grants on Form 990-PF. In 2024, Holt Foundation IM distributed $127,000 in itemized grants across 33 recipients, with a median grant size of $3,000. **Grant Types:** The foundation provides general operating support to nonprofit organizations. **Recent Grant Recipients (2024):** • Fisherman's Mark (Lambertville, NJ) — $8,000 • Flemington Area Food Pantry (Flemington, NJ) — $8,000 • Open Cupboard Food Pantry (Clinton, NJ) — $8,000 • Clinton Sunrise Rotary (Clinton, NJ) — $…
What is Holt Foundation Im's EIN?
Holt Foundation Im's EIN (Employer Identification Number) is 31-6671181. 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. Research dossier generated September 2026.
Here's the math on researching Holt Foundation Im by hand.
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