The Dale P Holt Family Charitable
The Dale P Holt Family Charitable is a private foundation, based in Salt Lake City, UT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.9M in total assets. In 2024, it awarded 1 grant totaling $305K. Net investment income was $735K.
The Dale P Holt Family Charitable at a glance
In short: The Dale P Holt Family Charitable gave $305K across 1 grant in 2024 (avg $305K), mostly in Utah. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $305,000
- +74.3% vs 2023
- Grants made (2024)
- 1
- +0.0% vs 2023
- Average grant
- $305,000
- +74.3% vs 2023
- Median grant
- $305,000
- Total assets
- $5,861,157
- +6.2% vs 2023
- Primary geography
- Utah (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who The Dale P Holt Family Charitable funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was The Jonathan S and Alisa G Gardner ($305K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 3 grants of 5 (60%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
How The Dale P Holt Family Charitable gives
- Giving grew 2950% from 2021 to 2024. Method
- In 2024 it paid out 128% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $7K (2020) to $305K (2024). In 2024 it made 1 grant totaling $305K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Jonathan S and Alisa G Gardner Salt Lake City, UT | provides assistance to indigent families and educational support. | $305,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $5,861,157 | $933,494 | $592,876 | $305,000 | 1 | $309,551 | $735,019 | $242,661 |
| 2023 | $5,520,539 | $3,584,397 | $393,364 | $175,000 | 1 | $177,109 | $645,522 | $120,758 |
| 2022 | $2,329,506 | $71,538 | $19,753 | — | — | — | $13,892 | — |
| 2021 | $2,300,836 | $227,277 | $20,119 | $10,000 | 1 | $10,000 | $218,836 | — |
| 2020 | $2,093,678 | $-49,585 | $7,405 | $6,500 | 2 | — | $52,902 | — |
Under IRS private-foundation payout rules, The Dale P Holt Family Charitable reported a distributable amount of $243K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Dale P Holt Family Charitable is led by Dale P. Holt, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Dale P. Holt
President
On filings since 2020
2 hrs/week
No compensation reported
Jonathan Gardner
Secretary
On filings since 2020
2 hrs/week
No compensation reported
Nicholas P. Holt
Vice President
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 The Dale P Holt Family Charitable
How much does The Dale P Holt Family Charitable give each year?
The Dale P Holt Family Charitable gave $305K across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $175K across 1 grant.
How large is The Dale P Holt Family Charitable?
The Dale P Holt Family Charitable reported $5.9M in total assets on its 2024 IRS Form 990-PF. It paid out $310K in qualifying distributions that year, against a required minimum of $243K (roughly 5% of its investment assets).
Where does The Dale P Holt Family Charitable operate?
The Dale P Holt Family Charitable has awarded grants in Utah.
What is The Dale P Holt Family Charitable's EIN?
The Dale P Holt Family Charitable's EIN (Employer Identification Number) is 82-3584807. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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