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DAVID AND LINDA HOLT FAMILY FOUNDATION, INC.

Company Details

Name: DAVID AND LINDA HOLT FAMILY FOUNDATION, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 02 Dec 2019 (5 years ago)
Organization Date: 02 Dec 2019 (5 years ago)
Last Annual Report: 05 Mar 2025 (a month ago)
Organization Number: 1079189
Industry: Miscellaneous Services
Number of Employees: Small (0-19)
ZIP code: 41017
City: Ft Mitchell, Bromley, Covington, Crescent Park, Cresc...
Primary County: Kenton County
Principal Office: 941 Rosewood Drive, Villa Hills, KY 41017
Place of Formation: KENTUCKY

Director

Name Role
Linda G Holt Director
Amy Holt Castetter Director
Angie Holt Wagner Director
LAUREN ROSE-WAGNER POWELL Director
ANDREW MICHAEL WAGNER Director
ANNA MAUREEN WAGNER Director
LINDA G HOLT Director
AMY HOLT CASTETTER Director
ANGELA HOLT WAGNER Director

Registered Agent

Name Role
DINSMORE AGHENT CO. Registered Agent

President

Name Role
Linda G Holt President

Secretary

Name Role
Angie Holt Wagner Secretary

Treasurer

Name Role
Amy Holt Castetter Treasurer

Incorporator

Name Role
JOSHUA W. BEAM Incorporator

Filings

Name File Date
Annual Report 2025-03-05
Annual Report 2024-03-25
Principal Office Address Change 2023-04-27
Annual Report 2023-04-27
Annual Report 2022-04-13
Amended and Restated Articles 2021-10-11
Annual Report 2021-02-23
Registered Agent name/address change 2021-01-26
Principal Office Address Change 2021-01-26
Reinstatement 2020-11-23

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
84-3899664 Corporation Unconditional Exemption 941 ROSEWOOD DR, VILLA HILLS, KY, 41017-1329 2020-01
In Care of Name % LINDA G HOLT
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Educational Organization, Local Association of Employees, Agricultural Organization, Horticultural Organization, Board of Trade, Business League, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Voluntary Employees' Beneficiary Association (Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Mutual Ditch or Irrigation Co., Burial Association, Cemetery Company, Credit Union, Other Mutual Corp. or Assoc., Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Private non-operating foundation
Tax Period 2023-12
Asset 500,000 to 999,999
Income 500,000 to 999,999
Filing Requirement 990 - Not required to file (all other)
PF Filing Requirement 990-PF return
Accounting Period Dec
Asset Amount 605041
Income Amount 758698
Form 990 Revenue Amount -
National Taxonomy of Exempt Entities Education: Alliance/Advocacy Organizations
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A private foundation. Deductibility Limitation: 30% (generally)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name DAVID AND LINDA HOLT FAMILY FOUNDATION I
EIN 84-3899664
Tax Period 202212
Filing Type E
Return Type 990PF
File View File
Organization Name DAVID AND LINDA HOLT FAMILY FOUNDATION I
EIN 84-3899664
Tax Period 202112
Filing Type E
Return Type 990PF
File View File

Sources: Kentucky Secretary of State