Jacob L and Lillian
The Jacob L and Lillian Holtzmann Foundation is a private foundation based in Reno, Nevada. The foundation maintains a focused approach to philanthropic giving across select priority areas.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$15.0M
-18.5% YoY
Annual Giving
$716K
-28.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$716K
-28.4% YoY
Under IRS private-foundation payout rules, Jacob L and Lillian reported a distributable amount of $947K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's grant-making priorities include:
- Education
- Philanthropy, Voluntarism & Grantmaking
- Human Services
Grantmaking
The foundation distributes grants to organizations aligned with its priority areas.
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Geographic Focus
Where this funder awards grants
The foundation primarily directs its funding toward organizations in Colorado.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | Amount |
|---|---|
| Total Assets | $15,042,805 |
| Total Annual Giving | $716,000 |
Financial data is based on the most recent IRS Form 990 filing from 2024.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $15,042,805 | $18,452,417 | $17,038,904 |
| Revenue | $518,457 | $709,376 | $-740,022 |
| Expenses | $900,906 | $1,193,191 | $1,183,408 |
| Qualifying Distributions | $720,425 | $1,000,750 | $962,000 |
| Net Investment Income | $337,976 | $526,535 | $112,249 |
| Distributable Amount | $946,844 | $851,254 | $908,686 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
132 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include DAFgiving360 ($716,000).
| Recipient | Purpose | Amount |
|---|---|---|
| DAFgiving360 Lone Tree, CO | The Holtzmann Fund (DAF) | $716,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Susan H Richardson | Trustee | 1 | — |
| Betsey Holtzmann | Trustee | 0.5 | — |
Frequently Asked Questions
What does Jacob L and Lillian fund?
The foundation's grant-making priorities include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services
How do I apply for a grant from Jacob L and Lillian?
**Financial Profile:** • Total assets: $15,042,805 • Total annual giving: $716,000 • Typical award range: $1,000–$1,000,000 The foundation distributes grants to organizations aligned with its priority areas.
Where does Jacob L and Lillian make grants?
The foundation primarily directs its funding toward organizations in Colorado.
What size grants does Jacob L and Lillian award?
In 2024, Jacob L and Lillian awarded 1 grants totaling $716K — an average of about $716K per grant, based on its IRS Form 990 filings.
How much is Jacob L and Lillian required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Jacob L and Lillian reported a distributable amount of $947K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Jacob L and Lillian's EIN?
Jacob L and Lillian's EIN (Employer Identification Number) is 13-6174349. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Jacob L and Lillian's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.