James a Holt Charitable Foundation
James a Holt Charitable Foundation is a private foundation, based in Jeffersonville, IN. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $5.9M in total assets. In 2025, it made $319K in qualifying distributions. Net investment income was $415K.
James a Holt Charitable Foundation at a glance
- Total assets
- $5,899,217
- +2.2% vs 2024
- Revenue (2025)
- $505,414
- +18.2% vs 2024
- Qualifying distributions (2025)
- $318,976
- -1.8% vs 2024
- Expenses (2025)
- $379,071
- -0.5% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|
| 2025 | $5,899,217 | $505,414 | $379,071 | $318,976 | $414,706 | $285,105 |
| 2024 | $5,772,874 | $427,609 | $380,960 | $324,895 | $347,430 | $271,962 |
| 2023 | $5,726,225 | $248,863 | $286,073 | $235,327 | $198,117 | $246,709 |
| 2022 | $5,763,435 | $201,114 | $249,893 | $209,302 | $182,571 | $252,217 |
| 2021 | $5,812,214 | $615,783 | $251,254 | $204,400 | $252,170 | $274,316 |
Under IRS private-foundation payout rules, James a Holt Charitable Foundation reported a distributable amount of $285K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
James a Holt Charitable Foundation is led by Jerry Rauck, President on every filing since 2021; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jerry Rauck
President
On filings since 2021
5 hrs/week
No compensation reported
Bill Sorg
Secretary
On filings since 2021
1 hr/week
No compensation reported
Del Livermore
Treasurer
On filings since 2021
1 hr/week
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 James a Holt Charitable Foundation
How large is James a Holt Charitable Foundation?
James a Holt Charitable Foundation reported $5.9M in total assets on its 2025 IRS Form 990-PF. It paid out $319K in qualifying distributions that year, against a required minimum of $285K (roughly 5% of its investment assets).
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 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2021–2024
Live grants for the work James a Holt Charitable Foundation funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in James a Holt Charitable Foundation's focus areas in our free grants database
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