Nonprofit · EIN 38-6052154
JAMES AND LYNELLE HOLDEN FUND
Tax-exempt · NORTHVILLE, MI 48168
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $131,573 | $237,207 | -$105,634 | $1,093,144 | $279 | $1,092,865 |
| October 31, 2024 | 990-PF | $137,824 | $220,791 | -$82,967 | $1,137,408 | $279 | $1,137,129 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $28,559
- Interest
- $6,015
- Net gain from sales of assets
- $96,999
Expenses
- Grants and similar amounts paid
- $187,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $205,445
- Excise tax on investment income
- $1,412
Balance sheet and other
- Total assets, start of year
- $1,137,408
- Total assets, end of year
- $1,093,144
- Total liabilities, end of year
- $279
- Net assets, end of year
- $1,092,865
- Fair market value of assets
- $1,523,760
- Qualifying distributions
- $205,445
- Net investment income
- $131,573
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL T LIS 44943 OAK FOREST DRIVE, NORTHVILLE, MI 48168 | PRESIDENT/TREASURER/TRUSTEE | 7 | $12,000 |
| WILLIAM BUCKLEY 44943 OAK FOREST DRIVE, NORTHVILLE, MI 48168 | VICE PRESIDENT/TRUSTEE | 4 | $12,000 |
| INGRID O VERNIER 44943 OAK FOREST DRIVE, NORTHVILLE, MI 48168 | SECRETARY | 13 | $11,700 |
990-PF for the year ended October 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| INGRID O VERNIER 44943 OAK FOREST DRIVE, NORTHVILLE, MI 48168 | SECRETARY | 13 | $15,600 |
| DANIEL T LIS 44943 OAK FOREST DRIVE, NORTHVILLE, MI 48168 | PRESIDENT/TREASURER/TRUSTEE | 7 | $12,000 |
| WILLIAM BUCKLEY 44943 OAK FOREST DRIVE, NORTHVILLE, MI 48168 | VICE PRESIDENT/TRUSTEE | 4 | $12,000 |
Address and contacts
- Address (IRS master file)
- 44943 OAK FOREST DR, NORTHVILLE, MI 48168-4440
- In care of
- % DANIEL T LIS
- Signed the 990-PF
- DANIEL T LIS, PRESIDENT
- Phone
- (248) 798-7406
- Return prepared by
- PREDHOMME & CO
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 38-6052154
- 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
- 1942
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,093,144
- Income (IRS master file)
- $471,388
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $131,573 | $237,207 | $1,093,144 | XML |
| 990-PF | October 2024 | $137,824 | $220,791 | $1,137,408 | XML |
| 990-PF | October 2023 | – | – | – | IRS |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | 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 38-6052154).
Questions about JAMES AND LYNELLE HOLDEN FUND
- What is the EIN of JAMES AND LYNELLE HOLDEN FUND?
- The employer identification number (EIN) of JAMES AND LYNELLE HOLDEN FUND is 38-6052154.
- Is JAMES AND LYNELLE HOLDEN FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1942.
- Are donations to JAMES AND LYNELLE HOLDEN FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES AND LYNELLE HOLDEN FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES AND LYNELLE HOLDEN FUND due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES AND LYNELLE HOLDEN FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of JAMES AND LYNELLE HOLDEN FUND?
- The 990-PF for the year ended October 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $12,000 (DANIEL T LIS, PRESIDENT/TREASURER/TRUSTEE).
- How much revenue does JAMES AND LYNELLE HOLDEN FUND have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $131,573, expenses of $237,207 and total assets of $1,093,144 at year end.
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