The Held Foundation

Los Angeles, CA
Tax-exempt since Jan. 1986
EIN: 95-4016569

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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.

Donations to this organization are tax deductible.

Revenue

$709k (2024)

Expenses

$233k (2024)

Total Assets

$7.01M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Revenue

$709,400

Expenses

$233,150

Net Income

$476,250

Net Assets

$7,008,101

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$413,459	58.3%
Interest Revenue	$4,899	0.7%
Dividends	$197,347	27.8%
Sales of Assets	$81,780	11.5%
Other Income	$11,915	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$172,303	73.9%
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	$7,008,101
Total Liabilities	$0
Net Assets	$7,008,101

Compensation

Key Employees and Officers	Compensation	Other
Melissa Bordy (Trustee)	$0	$0
Robert Held (Trustee)	$0	$0
Joseph Held (Trustee)	$0	$0

990-PF

Filed on Nov. 4, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

-$281,778

Expenses

$303,490

Net Income

-$585,268

Net Assets

$6,527,782

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,531
Dividends	$193,040
Sales of Assets	-$483,952
Other Income	$4,603

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$268,079	88.3%
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	$6,527,782
Total Liabilities	$0
Net Assets	$6,527,782

Compensation

Key Employees and Officers	Compensation	Other
Melissa Bordy (Trustee)	$0	$0
Robert Held (Trustee)	$0	$0
Joseph Held (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$595,463

Expenses

$426,502

Net Income

$168,961

Net Assets

$7,095,266

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$399,154	67.0%
Interest Revenue	$1,524	0.3%
Dividends	$147,143	24.7%
Sales of Assets	$30,761	5.2%
Other Income	$16,881	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$356,466	83.6%
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	$7,095,266
Total Liabilities	$0
Net Assets	$7,095,266

Compensation

Key Employees and Officers	Compensation	Other
Melissa Bordy (Trustee)	$0	$0
Robert Held (Trustee)	$0	$0
Joseph Held (Trustee)	$0	$0

990-PF

Filed on Nov. 8, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$1,215,116

Expenses

$182,405

Net Income

$1,032,711

Net Assets

$6,905,930

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$553,703	45.6%
Interest Revenue	$796	0.1%
Dividends	$146,969	12.1%
Sales of Assets	$435,766	35.9%
Other Income	$77,882	6.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$145,434	79.7%
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	$6,905,930
Total Liabilities	$0
Net Assets	$6,905,930

Compensation

Key Employees and Officers	Compensation	Other
Melissa Bordy (Trustee)	$0	$0
Robert Held (Trustee)	$0	$0
Joseph Held (Trustee)	$0	$0

990-PF

Filed on Nov. 8, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$652,059

Expenses

$513,032

Net Income

$139,027

Net Assets

$5,864,923

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$498,519	76.5%
Interest Revenue	$2,457	0.4%
Dividends	$122,294	18.8%
Sales of Assets	$624	0.1%
Other Income	$28,165	4.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$437,747	85.3%
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	$5,864,924
Total Liabilities	$1
Net Assets	$5,864,923

Compensation

Key Employees and Officers	Compensation	Other
Melissa Bordy (Trustee)	$0	$0
Robert Held (Trustee)	$0	$0
Joseph Held (Trustee)	$0	$0

990-PF

Filed on Nov. 9, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$790,841

Expenses

$457,478

Net Income

$333,363

Net Assets

$5,714,053

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$459,762	58.1%
Interest Revenue	$1,716	0.2%
Dividends	$134,890	17.1%
Sales of Assets	$174,396	22.1%
Other Income	$20,077	2.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$379,185	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	$5,714,054
Total Liabilities	$1
Net Assets	$5,714,053

Compensation

Key Employees and Officers	Compensation	Other
Melissa Bordy (Trustee)	$0	$0
Robert Held (Trustee)	$0	$0
Joseph Held (Trustee)	$0	$0

990-PF

Filed on Nov. 10, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$639,005

Expenses

$373,901

Net Income

$265,104

Net Assets

$5,364,269

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$474,601	74.3%
Interest Revenue	$1,525	0.2%
Dividends	$117,649	18.4%
Sales of Assets	$15,891	2.5%
Other Income	$29,339	4.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$320,980	85.8%
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	$5,364,269
Total Liabilities	$0
Net Assets	$5,364,269

Compensation

Key Employees and Officers	Compensation	Other
Melissa Bordy (Trustee)	$0	$0
Robert Held (Trustee)	$0	$0
Joseph Held (Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$841,696

Expenses

$286,829

Net Income

$554,867

Net Assets

$5,096,405

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$609,339	72.4%
Interest Revenue	$2,437	0.3%
Dividends	$128,470	15.3%
Sales of Assets	$102,010	12.1%
Other Income	-$560

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$242,845	84.7%
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	$5,096,405
Total Liabilities	$0
Net Assets	$5,096,405

Compensation

Key Employees and Officers	Compensation	Other
Melissa Bordy (Trustee)	$0	$0
Robert Held (Trustee)	$0	$0
Joseph Held (Trustee)	$0	$0

990-PF

Filed on Nov. 5, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$632,573

Expenses

$430,791

Net Income

$201,782

Net Assets

$4,532,284

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$750,092	> 100%
Interest Revenue	$866	0.1%
Dividends	$107,883	17.1%
Sales of Assets	-$204,202
Other Income	-$22,066

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$397,385	92.2%
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	$4,532,284
Total Liabilities	$0
Net Assets	$4,532,284

Compensation

Key Employees and Officers	Compensation	Other
Melissa Bordy (Trustee)	$0	$0
Robert Held (Trustee)	$0	$0
Joseph Held (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$664,812

Expenses

$268,710

Net Income

$396,102

Net Assets

$4,315,728

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$600,551	90.3%
Interest Revenue	$1,546	0.2%
Dividends	$122,637	18.4%
Sales of Assets	-$79,759
Other Income	$19,837	3.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$237,564	88.4%
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	$4,315,728
Total Liabilities	$0
Net Assets	$4,315,728

Compensation

Key Employees and Officers	Compensation	Other
Melissa Bordy (Trustee)	$0	$0
Robert Held (Trustee)	$0	$0
Joseph Held (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$598,723

Expenses

$323,903

Net Income

$274,820

Net Assets

$3,901,700

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$338,042	56.5%
Interest Revenue	$7,776	1.3%
Dividends	$128,276	21.4%
Sales of Assets	$124,989	20.9%
Other Income	-$360

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$278,900	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	$3,901,700
Total Liabilities	$0
Net Assets	$3,901,700

Compensation

Key Employees and Officers	Compensation	Other
Melissa Bordy (Trustee)	$0	$0
Robert Held (Trustee)	$0	$0
Joseph Held (Trustee)	$0	$0

990-PF

Filed on Nov. 13, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$705,132

Expenses

$267,055

Net Income

$438,077

Net Assets

$3,642,063

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$417,088	59.2%
Interest Revenue	$23,294	3.3%
Dividends	$107,700	15.3%
Sales of Assets	$155,352	22.0%
Other Income	$1,698	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$232,999	87.2%
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	$3,642,063
Total Liabilities	$0
Net Assets	$3,642,063

Compensation

Key Employees and Officers	Compensation	Other
Melissa Bordy (Trustee)	$0	$0
Robert Held (Trustee)	$0	$0
Joseph Held (Trustee)	$0	$0

990-PF

Filed on Oct. 30, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$655,996

Expenses

$135,715

Net Income

$520,281

Net Assets

$3,203,749

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$432,153	65.9%
Interest Revenue	$47,427	7.2%
Dividends	$89,505	13.6%
Sales of Assets	$89,339	13.6%
Other Income	-$2,428

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$121,070	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	$3,203,750
Total Liabilities	$1
Net Assets	$3,203,749

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$492,951

Expenses

$230,272

Net Income

$262,679

Net Assets

$2,661,880

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$375,000	76.1%
Interest Revenue	$58,997	12.0%
Dividends	$44,983	9.1%
Sales of Assets	$18,780	3.8%
Other Income	-$4,809

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$221,894	96.4%
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	$2,661,881
Total Liabilities	$1
Net Assets	$2,661,880

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

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The Held Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $709k (2024)

Expenses $233k (2024)

Total Assets $7.01M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

Revenue

$709k (2024)

Expenses

$233k (2024)

Total Assets

$7.01M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

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