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· Private foundation

The James R and Elizabeth P Holt Family Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$48k
Granted FY2025still arriving
6
Grants FY2025still arriving
2
States reached
$40k
Largest
01What it funds
0194% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Science & Tech$406kInternational$279kArts & Culture$78kHealth$26kHuman Services$21kEnvironment$16kEducation$13kPhilanthropy$10kOther$0
02FY2025 · 6 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k5 grants · $8k
  • $10k–50k1 grant · $40k
$2,500
Median grant
2
States reached
$4k
Total assets
Largest grants
RecipientAmount
AFRICAN EDUCATION PROGRAM$40,248
FRANKLIN INSTITUTE$3,000
WOODMERE ART MUSEUM$2,500
SCONSET TRUST$1,000
SIASCONSET UNION CHAPEL$1,000
PHILADELPHIA ART MUSEUM$750
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY21–22, $20k) land where the poverty rate runs at 10%, against an area that typically sits at 13%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 13%SURREY SERVICES: $10k → 10%SURREY SERVICES: $10k → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

96%of every dollar goes to organizations it has funded before.
$819k · 11 repeat orgs$33k to everyone else

11 repeat relationships: 5 still active in FY2025, 6 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

11
7

Total granted

$819k
$33k

Median revenue growth · since first grant

+31%
+36%

Still filing today

55%
43%

New vs renewed · share of each year

In FY2025, 98% of grant dollars renewed an existing relationship; $750 went to new ones.

50%100%’17’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24’25
Arts & CultureEnvironmentInternationalHuman ServicesHealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • TF
    THE FRANKLIN INSTITUTE
    7× · 2017–2025 · $406k · revenue +31%
  • AFRICAN EDUCATION PROGRAM
    6× · 2018–2025 · $279k · revenue +153% · 31% of their budget
  • PM
    PHILADELPHIA MUSEUM OF ART
    2× · 2020–2021 · $5k · revenue +14%

Funded once

  • WHYY INCgraduated
    one grant, 2020 · $14k · revenue +36%
  • RM
    RADNOR MEMORIAL LIBRARY
    one grant, 2017 · $13k
  • NR
    NATIONAL RESOURCES DEF COUNCIL
    one grant, 2017 · $3k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
The Phillips Collection

The phillips collection is the oldest museum of modern and contemporary art in the u.s. in addition to presentation of works from the permanent collection and special exhibitions, the museum maintains active educational, academic,…

Arts & Culture
2
Lowell Observatory

The mission of lowell observatory is to pursue the study of astronomy, especially the study of our solar system and its evolution; to conduct pure research in astronomical phenomena; and to maintain quality public education and outreach…

Science & Tech
3
Peabody Essex Museum Inc

Pem offers thought-provoking experiences of the arts, humanities, and sciences to activate understanding of our shared humanity and to empower imagination and learning through experimentation. we steward, build, and make our collections…

Arts & Culture
4
The Academy of Natural Sciences of Philadelphia

The mission is "to understand the natural world and inspire everyone to care for it." the academy implements its mission through understanding the diversity of life; developing and applying science to protect the environment; and informing…

Science & Tech
5
Smithsonian Institution

*increase and diffusion of knowledge* is the mission set forth by james smithson. the smithsonian endeavors to shape the future by preserving our heritage, discovering new knowledge, and sharing our resources with the world.

Arts & Culture
6
Trustees of the University of Pennsylvania

The trustees of the university of pennsylvania (the "university") sees itself as having a public service mission. in such regard, the university aims to provide a rich and diverse educational environment for its students; to pioneer…

Education
7
Baltimore Museum of Art

The baltimore museum of art connects art to baltimore and baltimore to the world, embodying a commitment to artistic excellence and social equity in every decision from art presentation, interpretation, and collecting, to the composition…

Arts & Culture
8
San Diego Museum of Art

To inspire, educate and cultivate curiosity through great works of art.

Arts & Culture
9
San Francisco Museum of Modern Art

See schedule osfmoma believes the art of our time is vital and shares it with passion and purpose, and that art and the creative process can open minds and help build a better world. for that reason, we assemble unparalleled collections,…

Arts & Culture
10
Science Museum of Minnesota

The museum's mission statement is "turn on the science: inspire learning. inform policy. improve lives."

Arts & Culture
11
Drexel University

Drexel university fulfills its founder's vision of preparing each new generation of students for productive professional and civic lives while also focusing its collective expertise on solving society's greatest problems. drexel is an…

Education
12
The Newark Museum Association

Nmoa mission statement is: we welcome everyone with inclusive experiences that spark curiosity and foster community.

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is The Philadelphia Foundation; the most unlike its peers is 'Sconset Trust Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

10 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 10 of the 20 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
10/10
Grantees still filing
7/10
Grew since first funded

Where the money sits, by cause and then by grantee

THE FRANKLIN INSTITUTE: $406,000 · Arts & CultureTHE FRANKLIN INSTITUTEWOODMERE ART MUSEUM: $58,500 · Arts & CultureWOODMERE ART MUSEUM+2 more: $18,500 · Arts & CultureAFRICAN EDUCATION PROGRAM: $278,573 · InternationalAFRICAN EDUCATION PROGRAMPLANNED PARENTHOOD: $20,500 · OtherRADNOR MEMORIAL LIBRARY: $12,500 · OtherNATIONAL AUDUBON SOCIETY: $10,000 · OtherIndividual grant recipient: $8,500 · OtherSIASCONSET UNION CHAPEL: $7,000 · OtherLUPUS FOUNDATION OF AMERICA: $3,000 · OtherNATIONAL RESOURCES DEF COUNCIL: $2,500 · Other+3 more: $2,750 · OtherSURREY SERVICES FOR SENIORS INC: $20,000 · Human ServicesTHE PHILADELPHIA FOUNDATION: $10,000 · Philanthropy'SCONSET TRUST INC: $2,000 · EnvironmentNATURAL RESOURCES DEFENSE COUNCIL INC: $1,000 · EnvironmentLUPUS FOUNDATION OF AMERICA INC: $1,000 · Health
Arts & Culture$483,000International$278,573Other$66,750Human Services$20,000Philanthropy$10,000Environment$3,000Health$1,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetTHE FRANKLIN INSTITUTE: $406,000 over 7y, 0.4% of budgetAFRICAN EDUCATION PROGRAM: $278,573 over 6y, 31% of budgetWOODMERE ART MUSEUM: $58,500 over 4y, 0.4% of budgetSURREY SERVICES FOR SENIORS INC: $20,000 over 2y, 0.3% of budgetWHYY INC: $13,500 over 1y, 0.0% of budgetTHE PHILADELPHIA FOUNDATION: $10,000 over 1y, 0.0% of budgetPHILADELPHIA MUSEUM OF ART: $5,000 over 2y, 0.0% of budget'SCONSET TRUST INC: $2,000 over 2y, 0.1% of budgetLUPUS FOUNDATION OF AMERICA INC: $1,000 over 1y, 0.0% of budgetNATURAL RESOURCES DEFENSE COUNCIL INC: $1,000 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds THE FRANKLIN INSTITUTE ↗
  • Who funds AFRICAN EDUCATION PROGRAM ↗
  • Who funds WOODMERE ART MUSEUM ↗
  • Who funds SURREY SERVICES FOR SENIORS INC ↗
  • Who funds WHYY INC ↗
  • Who funds THE PHILADELPHIA FOUNDATION ↗
  • Who funds PHILADELPHIA MUSEUM OF ART ↗
  • Who funds 'SCONSET TRUST INC ↗
  • Who funds LUPUS FOUNDATION OF AMERICA INC ↗
  • Who funds NATURAL RESOURCES DEFENSE COUNCIL INC ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Donor Advised Charitable Giving IncCO7.3× affinity4 shared granteesties to 1 of 1Hover any node to trace its alignments.Compare side by side →

Open a dossier: Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization The James R and Elizabeth P Holt Family Foundation funds: left to right is the share of its income from government, bottom to top the share from The James R and Elizabeth P Holt Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%3%10%23%40%funder's share of their income ↑0%5%10%15%20%share of the org’s income from government →
    no gov moneyreceives it· size = income
    1get no government money at all
    2report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–20%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 20 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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