Holton Family Foundation
Holton Family Foundation is a private foundation, based in Naples, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.1M in total assets. Net investment income was $44K.
Key facts about Holton Family Foundation
- EIN
- 65-6451084
- Latest 990 filing
- Form 990-PF, 2025
- Total assets
- $1,146,425
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.1M
+4.0% YoY
Revenue
$45K
-15.4% YoY
Net Investment Income
$44K
-15.7% YoY
Expenses
$645
+24.0% YoY
Under IRS private-foundation payout rules, Holton Family Foundation reported a distributable amount of $57K for 2025 — the minimum it must pay out in qualifying distributions.
How Holton Family Foundation gives
- In 2022 it paid out 300% of its IRS minimum distribution (the 5% rule). 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
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2022, annual grant giving ranged from $5K (2021) to $100K (2022). In 2022 it made 1 grant totaling $100K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 1 grant of 2 (50%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,146,425 | $1,102,461 | $1,048,332 |
| Revenue | $44,609 | $52,702 | $3,463 |
| Expenses | $645 | $520 | $140 |
| Net Investment Income | $43,964 | $52,182 | $3,323 |
| Distributable Amount | $57,456 | $54,881 | $52,180 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 12, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 2, 2026)
- Added Form 990-PF for fiscal year 2024 (received by the IRS April 2, 2026)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Holton Family Foundation's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Donald I. Holton
Grantor & Trustee
Grantor Trustee → Grantor & Trustee, 2025
On filings since 2021
No compensation reported
Elizabeth Holton
Grantor & Trustee
Grantor Trustee → Grantor & Trustee, 2025
On filings since 2021
No compensation reported
Lisa McNamara
Trustee
On filings since 2021
No compensation reported
Pellumb Kabashi
Administrator
On filings since 2022
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "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 Holton Family Foundation
How large is Holton Family Foundation?
Holton Family Foundation reported $1.1M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $45K.
Where does Holton Family Foundation operate?
Holton Family Foundation has awarded grants in California, Florida.
How much is Holton Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Holton Family Foundation reported a distributable amount of $57K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Holton Family Foundation's EIN?
Holton Family Foundation's EIN (Employer Identification Number) is 65-6451084. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Holton Family Foundation by hand.
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