Holt Family Foundation Ltd

Madison, WI
Tax-exempt since March 1993
EIN: 39-1714992

Receive an email when new data is available for this organization.

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Revenue

$14.2k (2023)

Expenses

$1.4M (2023)

Total Assets

$0 (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$14,240

Expenses

$1,397,513

Net Income

-$1,383,273

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,985	91.2%
Sales of Assets	$1,255	8.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,388,533	99.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Paul C Holt (President, Treasurer, Director)	$0	$0
Lynn A Hawkins (Vice President, Director)	$0	$0
Patricia A Holt (Director)	$0	$0
Mary Beth Jansen (Secretary, Director)	$0	$0
Susan M Bello (Director)	$0	$0
Ann M Bannister (Secretary, Director)	$0	$0

+ View more people

990-PF

Filed on June 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$79,420

Expenses

$91,983

Net Income

-$12,563

Net Assets

$1,383,273

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,750	31.2%
Sales of Assets	$54,670	68.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,468	88.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,383,273
Total Liabilities	$0
Net Assets	$1,383,273

Compensation

Key Employees and Officers	Compensation	Other
Paul Christopher Holt (Pres, Tres, Director)	$0	$0
Lynn Ann Hawkins (Vice Pres, Director)	$0	$0
Patricia Ann Holt (Director)	$0	$0
Mary Beth Jansen (Director, Secretary)	$0	$0
Susan Mary Bello (Director)	$0	$0
Ann Margaret Bannister (Director, Secretary)	$0	$0

+ View more people

990-PF

Filed on May 5, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$120,687

Expenses

$87,567

Net Income

$33,120

Net Assets

$1,395,836

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,394	31.0%
Sales of Assets	$83,293	69.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,420	86.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,395,836
Total Liabilities	$0
Net Assets	$1,395,836

Compensation

Key Employees and Officers	Compensation	Other
Paul Christopher Holt (Pres, Tres, Director)	$0	$0
Lynn Ann Hawkins (Vice Pres, Director)	$0	$0
Patricia Ann Holt (Director)	$0	$0
Mary Beth Jansen (Director, Secretary)	$0	$0
Susan Mary Bello (Director)	$0	$0
Ann Margaret Bannister (Director, Secretary)	$0	$0

+ View more people

990-PF

Filed on May 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

-$6,351

Expenses

$84,505

Net Income

-$90,856

Net Assets

$1,362,715

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,822
Sales of Assets	$0
Other Income	$337

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,386	89.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,362,716
Total Liabilities	$1
Net Assets	$1,362,715

Compensation

Key Employees and Officers	Compensation	Other
Paul Christopher Holt (Pres, Tres, Director)	$0	$0
Lynn Ann Hawkins (Vice Pres, Director)	$0	$0
Patricia Ann Holt (Director)	$0	$0
Mary Beth Jansen (Director, Secretary)	$0	$0
Susan Mary Bello (Director)	$0	$0
Ann Margaret Bannister (Director, Secretary)	$0	$0

+ View more people

990-PF

Filed on May 19, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$50,913

Expenses

$84,542

Net Income

-$33,629

Net Assets

$1,453,571

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,400	55.8%
Sales of Assets	$22,513	44.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,293	89.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,453,572
Total Liabilities	$1
Net Assets	$1,453,571

Compensation

Key Employees and Officers	Compensation	Other
Paul Christopher Holt (Pres, Tres, Director)	$0	$0
Lynn Ann Hawkins (Vice Pres, Director)	$0	$0
Patricia Ann Holt (Director)	$0	$0
Mary Beth Jansen (Director, Secretary)	$0	$0
Susan Mary Bello (Director)	$0	$0
Ann Margaret Bannister (Director, Secretary)	$0	$0

+ View more people

990-PF

Filed on June 18, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$85,163

Expenses

$96,263

Net Income

-$11,100

Net Assets

$1,487,201

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,778	44.4%
Sales of Assets	$46,385	54.5%
Other Income	$1,000	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,151	81.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,487,201
Total Liabilities	$0
Net Assets	$1,487,201

Compensation

Key Employees and Officers	Compensation	Other
Paul Christopher Holt (Pres, Tres, Director)	$0	$0
Lynn Ann Hawkins (Vice Pres, Director)	$0	$0
Patricia Ann Holt (Director)	$0	$0
Mary Beth Jansen (Director, Secretary)	$0	$0
Susan Mary Bello (Director)	$0	$0
Ann Margaret Bannister (Director, Secretary)	$0	$0

+ View more people

990-PF

Filed on May 23, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$366,299

Expenses

$107,925

Net Income

$258,374

Net Assets

$1,498,301

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,567	10.3%
Sales of Assets	$328,732	89.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,685	78.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,503,495
Total Liabilities	$5,194
Net Assets	$1,498,301

Compensation

Key Employees and Officers	Compensation	Other
Paul Christopher Holt (Pres, Tres, Director)	$0	$0
Lynn Ann Hawkins (Vice Pres, Director)	$0	$0
Patricia Ann Holt (Director)	$0	$0
Mary Beth Jansen (Director)	$0	$0
Susan Mary Bello (Director)	$0	$0
Ann Margaret Bannister (Director, Secretary)	$0	$0

+ View more people

990-PF

Filed on June 21, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$72,805

Expenses

$119,580

Net Income

-$46,775

Net Assets

$1,234,952

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,931	37.0%
Sales of Assets	$42,874	58.9%
Other Income	$3,000	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,174	82.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,234,952
Total Liabilities	$0
Net Assets	$1,234,952

Compensation

Key Employees and Officers	Compensation	Other
Wayne G Holt (Pres,Tres,Dir)	$0	$0
Lynn Ann Hawkins (Vice Pres, Dir)	$0	$0
Patricia Ann Holt (Director)	$0	$0
Mary Beth Jansen (Director)	$0	$0
Susan Mary Bello (Director)	$0	$0
Ann Margaret Bannister (Director)	$0	$0
Paul Christopher Holt (Director)	$0	$0

+ View more people

990-PF

Filed on Aug. 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$85,494

Expenses

$121,772

Net Income

-$36,278

Net Assets

$1,281,727

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,098	34.0%
Sales of Assets	$56,396	66.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,758	81.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,281,727
Total Liabilities	$0
Net Assets	$1,281,727

Compensation

Key Employees and Officers	Compensation	Other
Wayne G Holt (Pres,Tres,Dir)	$0	$0
Lynn Ann Hawkins (Vice Pres, Dir)	$0	$0
Patricia Ann Holt (Director)	$0	$0
Mary Beth Jansen (Director)	$0	$0
Susan Mary Bello (Director)	$0	$0
Ann Margaret Bannister (Director)	$0	$0
Paul Christopher Holt (Director)	$0	$0

+ View more people

990-PF

Filed on June 6, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$130,457

Expenses

$118,973

Net Income

$11,484

Net Assets

$1,318,005

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,161	26.2%
Sales of Assets	$96,296	73.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,451	79.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,318,005
Total Liabilities	$0
Net Assets	$1,318,005

Compensation

Key Employees and Officers	Compensation	Other
Wayne G Holt (Pres,Tres,Dir)	$0	$0
Lynn Ann Hawkins (Vice Pres, Dir)	$0	$0
Patricia Ann Holt (Director)	$0	$0
Mary Beth Jansen (Director)	$0	$0
Susan Mary Bello (Director)	$0	$0
Ann Margaret Bannister (Director)	$0	$0
Paul Christopher Holt (Director)	$0	$0

+ View more people

990-PF

Filed on June 5, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$92,064

Expenses

$98,283

Net Income

-$6,219

Net Assets

$1,306,521

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,847	31.3%
Sales of Assets	$63,217	68.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,890	76.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,306,521
Total Liabilities	$0
Net Assets	$1,306,521

Compensation

Key Employees and Officers	Compensation	Other
Wayne G Holt (Pres,Tres,Dir)	$0	$0
Lynn Ann Hawkins (Vice Pres, Dir)	$0	$0
Patricia Ann Holt (Director)	$0	$0
Mary Beth Jansen (Director)	$0	$0
Susan Mary Bello (Director)	$0	$0
Ann Margaret Bannister (Director)	$0	$0
Paul Christopher Holt (Director)	$0	$0

+ View more people

990-PF

Filed on June 9, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$65,046

Expenses

$96,146

Net Income

-$31,100

Net Assets

$1,312,739

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,660	48.7%
Sales of Assets	$33,386	51.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,880	76.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,312,740
Total Liabilities	$1
Net Assets	$1,312,739

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$81,520

Expenses

$110,624

Net Income

-$29,104

Net Assets

$1,343,839

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,392	47.1%
Sales of Assets	$43,128	52.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,639	79.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,343,840
Total Liabilities	$1
Net Assets	$1,343,839

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated January 26, 2026

Holt Family Foundation Ltd

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Summary charts: organization finances over time

Revenue $14.2k (2023)

Expenses $1.4M (2023)

Total Assets $0 (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$14.2k (2023)

Expenses

$1.4M (2023)

Total Assets

$0 (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001