Civic Intelligence

Holt Family Foundation C/O Campbell Rappold & Yurasits LLP

EIN 23-6906143

1033 South Cedar Crest Boulevard18103
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $4,373,915 (-100%) from 2011

Liabilities

Down

$0

Down $887 (-100%) from 2011

Net Assets

Down

$0

Down $4,373,028 (-100%) from 2011

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,290,181

Up $1,013,928 (+367%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $4,373,915Liabilities 2011: $887Net Assets 2011: $4,373,0282011Assets 2012: $0Liabilities 2012: $0Net Assets 2012: $02012

Highlighted filing

2012

Assets$0
Liabilities$0
Net Assets$0
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0Expenses 2011: $276,2532011Expenses 2012: $1,290,1812012

Highlighted filing

2012

Revenue-
Expenses$1,290,181
Net Income-
Open 2012 Filing

Filings

Most recent year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
-
Expenses
$1,290,181
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.29
2011Detailed filing. Detailed filing data is available for this year.$4.37$0.00$4.37$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 13, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEON C HOLT JRTrustee-$0--
JUNE W HOLTTrustee-$0--
RICHARD W HOLTTrustee-$0--
DEBORAH HOLT WEILTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantBACH CHOIR OF BETHLEHEMENDOWMENT GIFTN/ABETHLEHEM, PA, US$500,000
Paid GrantLEHIGH UNIVERSITYTO ESTABLISH THE HOLT FAMILY FOUNDATION ENDOWED INTERNATIONAL INTERNSHIP FUNDN/ABETHLEHEM, PA, US$500,000
Paid GrantBAUM SCHOOL OF ARTENDOWMENT GIFT TO SUPPORT EUCATION AND OUTREACH PROGRAMS FOR LEHIGH VALLEY YOUTH.N/AALLENTOWN, PA, US$100,000
Paid GrantNATURE CONSERVANCY (THE)SUPPORT TO FINALIZE THE FOUR LAND CONSERVATION PROJECTS IN THE MINSI LAKE CORRIDOR.N/ACONSHOHOCKEN, PA, US$40,000
Paid GrantCOMMITTEE FOR ECONOMIC DEVELOPMENTGENERAL OPERATIONSN/AWASHINGTON, DC, US$25,000
Paid GrantLEHIGH GAP NATURE CENTERTO SUPPORT ENVIRONMENTAL EDUCATION, RESTORATION AND CONSERVATION PROGRAMS.N/ASLATINGTON, PA, US$25,000
Paid GrantPEOPLES LIGHT & THEATRE$2,000 FOR THE ANNUAL FUND, $500 FOR THE SPRING AUCTION FUNDRAISER AND $7,500 FOR THE ARTS DISCOERY PROGRAM.N/AMALVERN, PA, US$10,000
Paid GrantALLENTOWN ART MUSEUMGENERAL OPERATIONSN/AALLENTOWN, PA, US$5,000
Paid GrantARTSQUESTTO SUPPORT FEES AND EXPENSES FOR ARTIST VICKI DASILVA IN CONNECTION WITH HER INVOLVEMENT WITH THE 2012 "INVISION PHOTO FESTIVAL".N/ABETHLEHEM, PA, US$5,000
Filing and Contact Details

Filer

EIN
23-6906143
Raw XML AppendixShowing 400 of 500 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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DissolutionStmt/DissolutionInfo/AddressUS/AddressLine10455 DEVON PARK DRIVE
DissolutionStmt/DissolutionInfo/AddressUS/AddressLine11455 DEVON PARK DRIVE
DissolutionStmt/DissolutionInfo/AddressUS/AddressLine12455 DEVON PARK DRIVE
DissolutionStmt/DissolutionInfo/AddressUS/City0WAYNE
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DissolutionStmt/DissolutionInfo/BusinessName/BusinessNameLine10THE HOLT WEIL FUND
DissolutionStmt/DissolutionInfo/BusinessName/BusinessNameLine11THE BELLA LUNA CHARITABLE FUND
DissolutionStmt/DissolutionInfo/BusinessName/BusinessNameLine12THE LEON AND JUNE HOLT CHARITABLE FUND - DONOR ADVISED FUND VANGUARD
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DissolutionStmt/DissolutionInfo/Explanation0THE INVESTMENTS OF THE HOLT FAMILY FOUNDATION WERE LIQUIDATED DURING 2012 AND TRANSFERRED TO THE LISTED TAX-QUALIFITED DONOR-ADVISED FUNDS UNDER THE AUSPICES OF THE VANGUARD CHARITABLE ENDOWMENT PROGRAM.
DissolutionStmt/DissolutionInfo/Explanation1THE INVESTMENTS OF THE HOLT FAMILY FOUNDATION WERE LIQUIDATED DURING 2012 AND TRANSFERRED TO THE LISTED TAX-QUALIFITED DONOR-ADVISED FUNDS UNDER THE AUSPICES OF THE VANGUARD CHARITABLE ENDOWMENT PROGRAM.
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IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0NO ACTIVITY OTHER THAN FOR EXEMPT PURPOSE
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0LEON C HOLT JR
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount825000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SUPPORT TO FINALIZE THE FOUR LAND CONSERVATION PROJECTS IN THE MINSI LAKE CORRIDOR.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2GENERAL OPERATIONS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3TO SUPPORT FEES AND EXPENSES FOR ARTIST VICKI DASILVA IN CONNECTION WITH HER INVOLVEMENT WITH THE 2012 "INVISION PHOTO FESTIVAL".
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4$2,000 FOR THE ANNUAL FUND, $500 FOR THE SPRING AUCTION FUNDRAISER AND $7,500 FOR THE ARTS DISCOERY PROGRAM.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5ENDOWMENT GIFT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6TO ESTABLISH THE HOLT FAMILY FOUNDATION ENDOWED INTERNATIONAL INTERNSHIP FUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7ENDOWMENT GIFT TO SUPPORT EUCATION AND OUTREACH PROGRAMS FOR LEHIGH VALLEY YOUTH.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8TO SUPPORT ENVIRONMENTAL EDUCATION, RESTORATION AND CONSERVATION PROGRAMS.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10NATURE CONSERVANCY (THE)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11COMMITTEE FOR ECONOMIC DEVELOPMENT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12ALLENTOWN ART MUSEUM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13ARTSQUEST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14PEOPLES LIGHT & THEATRE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15BACH CHOIR OF BETHLEHEM
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine16LEHIGH UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine17BAUM SCHOOL OF ART
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine18LEHIGH GAP NATURE CENTER
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1439 CONESTOGA ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15440 HECKEWELDER PLACE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1627 MEMORIAL DRIVE WEST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine17510 LINDEN STREET PO BOX 653
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