Nonprofit · EIN 31-6671181
THE HOLT CHARITABLE FOUNDATION
Tax-exempt · BEDMINSTER, NJ 07921
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $982,483 | $217,504 | $764,979 | $2,069,703 | $0 | $2,069,703 |
| December 31, 2024 | 990-PF | $1,098,184 | $159,433 | $938,751 | $1,359,519 | $0 | $1,359,519 |
| December 31, 2023 | 990-PF | $154,602 | $135,138 | $19,464 | $866,151 | $0 | $866,151 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $109,703
- Dividends
- $78,267
- Net gain from sales of assets
- $794,513
Expenses
- Grants and similar amounts paid
- $177,000
- Disbursements for charitable purposes
- $178,500
- Excise tax on investment income
- $11,619
Balance sheet and other
- Total assets, start of year
- $1,359,519
- Total assets, end of year
- $2,069,703
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,069,703
- Fair market value of assets
- $4,067,759
- Qualifying distributions
- $178,500
- Net investment income
- $872,780
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 |
|---|---|---|---|
| ANN C HOLT 60 MAIN STREET, CLINTON, NJ 08809 | CO-TRUSTEE | 1 | $0 |
| JOHN MATTHEW HOLT 2 FORSGATE TERRACE, ANNANDALE, NJ 08801 | CO-TRUSTEE | 1 | $0 |
| SARA HOLT RUDE 16 FAIRVIEW DRIVE, FLEMINGTON, NJ 08822 | CO-TRUSTEE | 1 | $0 |
| MEGAN JONES-HOLT 2 FORSGATE TERRACE, ANNANDALE, NJ 08801 | CO-TRUSTEE | 1 | $0 |
| PETER J RUDE 16 FAIRVIEW DRIVE, FLEMINGTON, NJ 08822 | CO-TRUSTEE | 1 | $0 |
| JUSTIN M HOLT 2 FORSGATE TERRACE, ANNANDALE, NJ 08801 | CO-TRUSTEE | 1 | $0 |
| TATIANA G HOLT 2 FORSGATE TERRACE, ANNANDALE, NJ 08801 | CO-TRUSTEE | 1 | $0 |
| KATIE J RUDE 16 FAIRVIEW DRIVE, FLEMINGTON, NJ 08822 | CO-TRUSTEE | 1 | $0 |
| PETER C RUDE 16 FAIRVIEW DRIVE, FLEMINGTON, NJ 08822 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN C HOLT 60 MAIN STREET, CLINTON, NJ 08809 | CO-TRUSTEE | 1 | $0 |
| JOHN MATTHEW HOLT 2 FORSGATE TERRACE, ANNANDALE, NJ 08801 | CO-TRUSTEE | 1 | $0 |
| SARA HOLT RUDE 16 FAIRVIEW DRIVE, FLEMINGTON, NJ 08822 | CO-TRUSTEE | 1 | $0 |
| MEGAN JONES-HOLT 2 FORSGATE TERRACE, ANNANDALE, NJ 08801 | CO-TRUSTEE | 1 | $0 |
| PETER J RUDE 16 FAIRVIEW DRIVE, FLEMINGTON, NJ 08822 | CO-TRUSTEE | 1 | $0 |
| JUSTIN M HOLT 2 FORSGATE TERRACE, ANNANDALE, NJ 08801 | CO-TRUSTEE | 1 | $0 |
| TATIANA G HOLT 2 FORSGATE TERRACE, ANNANDALE, NJ 08801 | CO-TRUSTEE | 1 | $0 |
| KATIE J RUDE 16 FAIRVIEW DRIVE, FLEMINGTON, NJ 08822 | CO-TRUSTEE | 1 | $0 |
| PETER C RUDE 16 FAIRVIEW DRIVE, FLEMINGTON, NJ 08822 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN C HOLT 60 MAIN STREET, CLINTON, NJ 08809 | CO-TRUSTEE | 1 | $0 |
| ANN C HOLT 60 MAIN STREET, CLINTON, NJ 08809 | CO-TRUSTEE | 1 | $0 |
| JOHN M HOLT 17 GEORGES PLACE, CLINTON, NJ 08809 | CO-TRUSTEE | 1 | $0 |
| SARA H RUDE 909 COUNTY HIGHWAY 601, SKILLMAN, NJ 08558 | CO-TRUSTEE | 1 | $0 |
| JUSTIN HOLT 1 STANFORD DR APT 2B, BRIDGEWATER, NJ 08807 | CO-TRUSTEE | 1 | $0 |
| TATIANA HOLT 1 STANFORD DR APT 2B, BRIDGEWATER, NJ 08807 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 700, BEDMINSTER, NJ 07921-0700
- In care of
- % JOHN C HOLT
- Signed the 990-PF
- -, CO-TRUSTEE
- Phone
- (908) 719-3313
- Return prepared by
- PWC US TAX LLP
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
- 31-6671181
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,069,703
- Income (IRS master file)
- $1,434,269
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $982,483 | $217,504 | $2,069,703 | XML |
| 990-PF | December 2024 | $1,098,184 | $159,433 | $1,359,519 | XML |
| 990-PF | December 2023 | $154,602 | $135,138 | $866,151 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 31-6671181).
Questions about THE HOLT CHARITABLE FOUNDATION
- What is the EIN of THE HOLT CHARITABLE FOUNDATION?
- The employer identification number (EIN) of THE HOLT CHARITABLE FOUNDATION is 31-6671181.
- Is THE HOLT CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to THE HOLT CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE HOLT CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE HOLT CHARITABLE FOUNDATION 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 THE HOLT CHARITABLE FOUNDATION 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 THE HOLT CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does THE HOLT CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $982,483, expenses of $217,504 and total assets of $2,069,703 at year end.
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