James a Holt Charitable Foundation
James a Holt Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JEFFERSONVILLE, IN. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $5.8M in total assets. In 2024, it made $325K in qualifying distributions. Net investment income was $347K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.8M
+0.8% YoY
Revenue
$428K
+71.8% YoY
Qualifying Distributions
$325K
+38.1% YoY
Expenses
$381K
+33.2% YoY
Under IRS private-foundation payout rules, James a Holt Charitable Foundation reported a distributable amount of $272K for 2024 — the minimum it must pay out in qualifying distributions.
About James a Holt Charitable Foundation
Based on IRS filings
James a Holt Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JEFFERSONVILLE, IN. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $5.8M in total assets. In 2024, it made $325K in qualifying distributions. Net investment income was $347K.
Focus Areas
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,772,874 | $5,726,225 | $5,763,435 |
| Revenue | $427,609 | $248,863 | $201,114 |
| Expenses | $380,960 | $286,073 | $249,893 |
| Qualifying Distributions | $324,895 | $235,327 | $209,302 |
| Net Investment Income | $347,430 | $198,117 | $182,571 |
| Distributable Amount | $271,962 | $246,709 | $252,217 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JERRY RAUCK | PRESIDENT | 5 | — |
| BILL SORG | SECRETARY | 1 | — |
| DEL LIVERMORE | TREASURER | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is James a Holt Charitable Foundation?
James a Holt Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JEFFERSONVILLE, IN. It holds $5.8M in total assets as of 2024.
How large is James a Holt Charitable Foundation?
As of 2024, James a Holt Charitable Foundation holds $5.8M in total assets with $428K in annual revenue.
How much is James a Holt Charitable Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, James a Holt Charitable Foundation reported a distributable amount of $272K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is James a Holt Charitable Foundation's EIN?
James a Holt Charitable Foundation's EIN (Employer Identification Number) is 20-6351514. IRS Form 990 filing data is available on this page for 2021–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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