Nonprofit · EIN 20-6351514
JAMES A HOLT CHARITABLE FOUNDATION INC
Also known as RAUCK JERRY TTEE
Tax-exempt · JEFFERSONVLLE, IN 47131
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $505,414 | $379,071 | $126,343 | $5,899,217 | $0 | $5,899,217 |
| December 31, 2024 | 990-PF | $427,609 | $380,960 | $46,649 | $5,772,874 | $0 | $5,772,874 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $126,267
- Interest
- $194
- Net gain from sales of assets
- $378,953
Expenses
- Grants and similar amounts paid
- $0
- Disbursements for charitable purposes
- $318,976
- Excise tax on investment income
- $5,764
Balance sheet and other
- Total assets, start of year
- $5,772,874
- Total assets, end of year
- $5,899,217
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,899,217
- Fair market value of assets
- $6,194,811
- Qualifying distributions
- $318,976
- Net investment income
- $474,801
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERRY RAUCK 301 EAST UTICA STREET, JEFFERSONVILLE, IN 47130 | PRESIDENT | 5 | $0 |
| BILL SORG PO BOX 703, JEFFERSONVILLE, IN 47130 | SECRETARY | 1 | $0 |
| DEL LIVERMORE PO BOX 703, JEFFERSONVILLE, IN 47130 | TREASURER | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERRY RAUCK 301 EAST UTICA STREET, JEFFERSONVILLE, IN 47130 | PRESIDENT | 5 | $0 |
| BILL SORG PO BOX 703, JEFFERSONVILLE, IN 47130 | SECRETARY | 1 | $0 |
| DEL LIVERMORE PO BOX 703, JEFFERSONVILLE, IN 47130 | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 703, JEFFERSONVLLE, IN 47131-0703
- Signed the 990-PF
- JERRY RAUCK, PRESIDENT
- Phone
- (812) 393-5057
- Return prepared by
- DISHION & HURST CPAS PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-6351514
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,899,217
- Income (IRS master file)
- $988,381
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $248,863 | $286,073 | $5,726,225 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about JAMES A HOLT CHARITABLE FOUNDATION INC
- What is the EIN of JAMES A HOLT CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of JAMES A HOLT CHARITABLE FOUNDATION INC is 20-6351514.
- Is JAMES A HOLT CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to JAMES A HOLT CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES A HOLT CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES A HOLT CHARITABLE FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES A HOLT CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JAMES A HOLT CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JAMES A HOLT CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $505,414, expenses of $379,071 and total assets of $5,899,217 at year end.
Other nonprofits in JEFFERSONVLLE
- COMMUNITY KITCHEN INC EIN 35-1778285 · last filed 990 for 2025
- ACBL MUTUAL CARE FOUNDATION INC EIN 87-0838245 · last filed 990-EZ for 2025
- LIFESPRING FOUNDATION OF INDIANA INC EIN 20-0177427 · last filed 990 for 2025
- CCCCC FOUNDATION INC EIN 87-3213596 · last filed 990 for 2024
- JASTEKA FOUNDATION INC EIN 61-1356020 · last filed 990-PF for 2025
- SAMUEL W TOWNSEND MEMORIAL TR FUND EIN 35-2290886 · last filed 990-PF for 2025
- PERRIN FAMILY PARK FOUNDATION INC EIN 31-1128856 · last filed 990-PF for 2025
- PERKINS FOUNDATION INC EIN 83-0708779 · last filed 990-PF for 2024
All nonprofits in JEFFERSONVLLE · Indiana · Philanthropy, voluntarism and grantmaking foundations