Nonprofit · EIN 65-6451084
HOLTON FAM FOUNDATION 09292005
Also known as DONALD & ELIZABETH HOLTON TTEE
Tax-exempt · NAPLES, FL 34109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $44,609 | $645 | $43,964 | $1,146,425 | $0 | $1,146,425 |
| June 30, 2024 | 990-PF | $52,702 | $520 | $52,182 | $1,102,461 | $0 | $1,102,461 |
| June 30, 2023 | 990-PF | $3,463 | $140 | $3,323 | $1,048,332 | $0 | $1,048,332 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $44,609
Expenses
- Grants and similar amounts paid
- $0
- Excise tax on investment income
- $611
Balance sheet and other
- Total assets, start of year
- $1,102,461
- Total assets, end of year
- $1,146,425
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,146,425
- Fair market value of assets
- $1,158,569
- Net investment income
- $44,609
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD I HOLTON 9140 Corsea del Fontana Way, Naples, FL 34109 | Grantor & Trustee | 0 | $0 |
| ELIZABETH HOLTON 9140 Corsea del Fontana Way, Naples, FL 34109 | Grantor & Trustee | 0 | $0 |
| LISA MCNAMARA 9140 Corsea del Fontana Way, Naples, FL 34109 | Trustee | 0 | $0 |
| PELLUMB KABASHI 9140 Corsea del Fontana Way, Naples, FL 34109 | Administrator | 0 | $0 |
990-PF for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD I HOLTON 9140 Corsea del Fontana Way, Naples, FL 34109 | Grantor Trustee | 0 | $0 |
| ELIZABETH HOLTON 9140 Corsea del Fontana Way, Naples, FL 34109 | Grantor Trustee | 0 | $0 |
| LISA MCNAMARA 9140 Corsea del Fontana Way, Naples, FL 34109 | Trustee | 0 | $0 |
| PELLUMB KABASHI 9140 Corsea del Fontana Way, Naples, FL 34109 | Administrator | 0 | $0 |
990-PF for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DONALD I HOLTON 9140 Corsea del Fontana Way, Naples, FL 34109 | Grantor Trustee | 10 | $0 |
| ELIZABETH HOLTON 9140 Corsea del Fontana Way, Naples, FL 34109 | Grantor Trustee | 10 | $0 |
| LISA MCNAMARA 9140 Corsea del Fontana Way, Naples, FL 34109 | Trustee | 1 | $0 |
| PELLUMB KABASHI 9140 Corsea del Fontana Way, Naples, FL 34109 | Administrator | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 9140 CORSEA DEL FONTANA WAY, NAPLES, FL 34109-4397
- In care of
- % DONALD I HOLTON
- Signed the 990-PF
- DONALD I HOLTON, Grantor & Trustee
- Phone
- (561) 685-2118
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 65-6451084
- 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
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,146,425
- Income (IRS master file)
- $44,609
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $44,609 | $645 | $1,146,425 | XML |
| 990-PF | June 2024 | $52,702 | $520 | $1,102,461 | XML |
| 990-PF | June 2023 | $3,463 | $140 | $1,048,332 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 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 65-6451084).
Questions about HOLTON FAM FOUNDATION 09292005
- What is the EIN of HOLTON FAM FOUNDATION 09292005?
- The employer identification number (EIN) of HOLTON FAM FOUNDATION 09292005 is 65-6451084.
- Is HOLTON FAM FOUNDATION 09292005 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to HOLTON FAM FOUNDATION 09292005 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HOLTON FAM FOUNDATION 09292005 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HOLTON FAM FOUNDATION 09292005 due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOLTON FAM FOUNDATION 09292005 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of HOLTON FAM FOUNDATION 09292005?
- The 990-PF for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does HOLTON FAM FOUNDATION 09292005 have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $44,609, expenses of $645 and total assets of $1,146,425 at year end.
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