Private foundation (trust)EIN 316671181Est. 2001-10

HOLT FOUNDATION IM

BEDMINSTER, NJ 07921

Total Assets

$3.8M

FY 2024

Annual Giving

$127K

FY 2024

Grants Made

33

FY 2024

Avg Grant

$4K

FY 2024

Grant Range

$1K–$8K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$1.1M

Total Expenses

$159K

Qualifying Distributions

$127K

Distributable Amount

$154K

Min. Investment Return

$156K

Undistributed Income

$140K

Payout rate 82%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.82%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

33 grants

Grant sizes from minimum $1K through median $3K to maximum $8K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $127K in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

112 grants

MEALS ON WHEELS IN HUNTERDON
$25K
4 grants
FAMILY PROMISE OF HUNTERDON COUNTY
$25K
4 grants
FLEMINGTON AREA FOOD PANTRY
$25K
4 grants
SHANNON DALEY MEMORIAL FUND
$22K
4 grants
FISHERMAN'S MARK
$19K
3 grants
HUNTERDON HOSPICE
$19K
4 grants
CLINTON SUNRISE ROTARY
$16K
4 grants
THE RAPTOR TRUST
$16K
4 grants

Grant Size Distribution

112 grants

<$10K
112
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

8 states

New Jersey
$333K
93% of total
New York
$9K
3% of total
Maryland
$7K
2% of total
Nevada
$4K
1% of total
Texas
$2K
1% of total
Indiana
$1K
0% of total
Montana
$1K
0% of total
New Hampshire
$500
0% of total

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HOLT FOUNDATION IM — Grants, Financials & Contact | Grantivo