The Michael M Holt Family Foundation

EIN 87-4054355 • Burlington, NC

1907 Sunnybrook DrBurlington, NC 27215

Siviq Scores

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

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T22 • $1M-$5M nonprofits • Source year 2025

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T22 • $1M-$5M nonprofits • Source year 2025

-12%

Higher net margin than 33% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Source year 2025

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE T22 • $1M-$5M nonprofits • Source year 2025

6.3%

Faster asset growth than 69% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2024 to 2025

537%

Faster revenue growth than 92% of similar nonprofits.

NTEE T22 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet

Liabilities / Assets85th percentile

Assets

$1,271,451

Up $75,437 (+6.3%) from 2024

Liabilities

Down

Down $1 (-100%) from 2024

Net Assets

$1,271,451

Up $75,437 (+6.3%) from 2024

Operations

Liabilities / Revenue85th percentile Net Margin33rd percentile

Revenue

$178,012

Up $150,073 (+537%) from 2024

Expenses

$200,031

Up $68,531 (+52%) from 2024

Net Income

-$22,019

Up $81,542 (+79%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

Highlighted filing

2025

Assets$1,271,451

Liabilities$0

Net Assets$1,271,451

Open 2025 Filing

Operations Trend

Revenue Growth92nd percentile

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

Highlighted filing

2025

Revenue$178,012

Expenses$200,031

Net Income-$22,019

Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $1,271,451
Liabilities: $0
Net assets: $1,271,451
Revenue: $178,012
Expenses: $200,031
Net income: -$22,019

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$1.27	$0.00	$1.27	$0.18	$0.20	$0.02
2024Detailed filing. Detailed filing data is available for this year.	$1.20	$0.00	$1.20	$0.03	$0.13	$0.10
2023Detailed filing. Detailed filing data is available for this year.	$1.32	$0.00	$1.32	$0.10	$0.08	$0.02
2022Detailed filing. Detailed filing data is available for this year.	$1.45	$0.00	$1.45	$2.51	$0.11	$2.41

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jul 1, 2024 to Jun 30, 2025
Signed: Nov 3, 2025
Return Version: 2024v5.0

Compensation and Service Providers

Top Officer Pay82nd percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
MICHAEL M HOLT	President	-	$0	-	-
KATHERINE M HOLT	Vice Preside	-	$0	-	-
MARGUERITE H MAGGI	Treasurer	-	$0	-	-
AMANDA M HOLT	Secretary	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: The Michael M Holt Family
EIN: 87-4054355
Address: 1907 SUNNYBROOK DR, BURLINGTON, NC 27215

Signing Officer

Name: Michael M Holt
Title: President
Signed: 2025-11-03

Preparer

Firm: Parrish & Mills Pa
Address: PO BOX 5066, BURLINGTON, NC 27216-5066
Preparer: Clark Kernodle
Phone: 3362267000

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	3	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	4	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1615 GREENWOOD TERRACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	508 W DAVIS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	1200 N QUAKER LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	3	405 N MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	4	200 VESAY ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	ALEXANDRIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	3	DAVIDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	4	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	3	NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	4	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	27215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	27215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	22302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	3	28035
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	4	10281
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	192541
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	192541
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	192541
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	192541
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm	0	MICHAEL AND KATHERINE HOLT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	1907 SUNNYBROOK DR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	BURLINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	27215
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	147449
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	ADVISOR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	6098
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	97456
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	UNREALIZED GAINS
TaxesSchedule/TaxesDetail/Amt	0	507
TaxesSchedule/TaxesDetail/CategoryTxt	0	INDIRECT TAXES/LICENSES
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	MICHAEL M HOLT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	THE MICHAEL M HOLT FAMILY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	MICH
ReturnHeader/Filer/EIN	0	874054355
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	1907 SUNNYBROOK DR
ReturnHeader/Filer/USAddress/CityNm	0	BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	27215
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	561590567
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	PARRISH & MILLS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	PO BOX 5066
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	272165066
ReturnHeader/PreparerPersonGrp/PhoneNum	0	3362267000
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2025-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	CLARK KERNODLE
ReturnHeader/ReturnTs	0	2025-11-13T13:46:25-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-07-01
ReturnHeader/TaxPeriodEndDt	0	2025-06-30
ReturnHeader/TaxYr	0	2024

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