The James R and Elizabeth P Holt Family

Private foundation · Grantmaker Wayne, PA EIN: 38-7104646

The James R and Elizabeth P Holt Family is a private foundation, based in Wayne, PA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $4K in total assets. In 2025, it awarded 6 grants totaling $48K. Net investment income was $4K.

The James R and Elizabeth P Holt Family at a glance

In short: The James R and Elizabeth P Holt Family gave $48K across 6 grants in 2025 (avg $8K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$48,498
+1839.9% vs 2024
Grants made (2025)
6
+500.0% vs 2024
Average grant
$8,083
+223.3% vs 2024
Median grant
$1,750
Total assets
$4,162
-83.6% vs 2024
Primary geography
Pennsylvania (96% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who The James R and Elizabeth P Holt Family funds

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

African Education Program: $40KAfrican Education Program$40KFranklin Institute: $3KFranklin Institute$3KWoodmere Art Museum: $3KWoodmere Art Museum$3KSiasconset Union Chapel: $1KSiasconset Union Chapel$1KSconset Trust: $1KSconset Trust$1KPhiladelphia Art Museum: $750Philadelphia Art Museum$750

The largest 2025 recipient was African Education Program ($40K). Together the top 6 received $48K.

Grant Size Distribution

29 grants across all recorded years

25<$50K1$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 25 grants of 29 (86%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Share of 2025 grant dollars across all 6 itemized grants.

Cities

PhiladelphiaSiasconsetWayneJenkintownNew YorkNorristownBroomallNantucketWashingtonEdisto Island

How The James R and Elizabeth P Holt Family gives

  • Giving fell 69% from 2022 to 2025. Method
  • In 2025 it paid out well above 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

$0$100K$200K$300K5 grants2019 9 grants2020 9 grants2021 5 grants2022 8 grants2023 1 grant2024 6 grants2025

From 2019 to 2025, annual grant giving ranged from $3K (2024) to $213K (2021). In 2025 it made 6 grants totaling $48K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
African Education Program Wayne, PACharitable$40,248
Franklin Institute Philadelphia, PACharitable$3,000
Woodmere Art Museum Philadelphia, PAEducational$2,500
Siasconset Union Chapel Nantucket, MACharitable$1,000
Sconset Trust Siasconset, MACharitable$1,000
Philadelphia Art Museum Philadelphia, PACharitable$750
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$4,162$4,956$49,928$48,4986$48,498$3,553$1,516
2024$25,414$3,478$4,835$2,5001$2,500$1,925$2,530
2023$26,771$57,899$114,633$112,5008$112,500$56,252$3,722
2022$87,846$36,790$158,813$156,1005$156,100$35,078$11,103
2021$205,528$131,572$216,518$213,0009$213,000$129,601$17,614
2020$290,474$57,376$175,737$175,2509—$56,889$23,565
2019$408,835$544,872$124,792$122,9755—$39,914$15,245

Under IRS private-foundation payout rules, The James R and Elizabeth P Holt Family reported a distributable amount of $2K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

The James R and Elizabeth P Holt Family's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Elizabeth P. Holt

    Co-Trustee

    On filings since 2019

    No compensation reported

  • James R. Holt Jr.

    Co-Trustee

    On filings since 2019

    No compensation reported

Data from IRS Form 990 filings, 2019–2025. "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 The James R and Elizabeth P Holt Family

How much does The James R and Elizabeth P Holt Family give each year?

The James R and Elizabeth P Holt Family gave $48K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3K across 1 grant.

What is The James R and Elizabeth P Holt Family's typical grant size?

The James R and Elizabeth P Holt Family's median grant in 2025 was $1,750, and its average grant was $8,083, across 6 grants on its 2025 IRS Form 990-PF.

Where does The James R and Elizabeth P Holt Family give grants?

The James R and Elizabeth P Holt Family gives mostly in Pennsylvania: 96% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Philadelphia, PA (3 grants).

Does The James R and Elizabeth P Holt Family give general operating support?

Not in 2025: none of the 6 grants with a stated purpose on The James R and Elizabeth P Holt Family's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (5 grants).

Who are The James R and Elizabeth P Holt Family's largest grantees?

The James R and Elizabeth P Holt Family's largest 2025 grantees include African Education Program ($40,248), Franklin Institute ($3,000) and Woodmere Art Museum ($2,500), according to its 2025 IRS Form 990-PF. Together they received 94% of its itemized 2025 grant dollars.

How large is The James R and Elizabeth P Holt Family?

The James R and Elizabeth P Holt Family reported $4K in total assets on its 2025 IRS Form 990-PF. It paid out $48K in qualifying distributions that year, against a required minimum of $2K (roughly 5% of its investment assets).

What is The James R and Elizabeth P Holt Family's EIN?

The James R and Elizabeth P Holt Family's EIN (Employer Identification Number) is 38-7104646. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(8)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 19, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS September 14, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  8. IRS filings on file for fiscal years 2019–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The James R and Elizabeth P Holt Family's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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