THE HOLDER FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: THE HOLDER FAMILY FOUNDATION (EIN 88-0475661)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-07
IRS object ID: 202323119349102292
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-07T15:37:43-08:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	900673920	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WHEELER & EGGER CPAS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	945 MORNING STAR DR	AddressLine1Txt
City	SONORA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95370	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	880475661	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE HOLDER FAMILY FOUNDATION	BusinessNameLine1Txt
Business Name Line2	CO H RANDOLPH HOLDER JR	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	HOLD	BusinessNameControlTxt
Phone	7758311215	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	120 COUNTRY CLUB DRIVE 12	AddressLine1Txt
City	INCLINE VILLAGE	CityNm
State Abbreviation	NV	StateAbbreviationCd
ZIP	89451	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	H RANDOLPH HOLDER	PersonNm
Person Title	President	PersonTitleTxt
Signature	2023-11-07	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	H RANDOLPH	PersonFirstNm
Person Last	HOLDER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	KIMBERLY A EGGER CPA	PreparerPersonNm
PTIN	P01222155	PTIN
Phone	2095361218	PhoneNum
Self Employed	Yes (X)	SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$0	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$15,000	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Total Rev And Expnss	$15,000	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$0	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$14,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$14,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$14,000	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$14,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,000	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$4,100	CashBOYAmt
Cash EOY	$5,100	CashEOYAmt
Total Assets BOY	$4,100	TotalAssetsBOYAmt
Total Assets EOY	$5,100	TotalAssetsEOYAmt
Total Assets EOYFMV	$0	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$4,100	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$5,100	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,100	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$5,100	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,100	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$5,100	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,100	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,000	ExcessRevenueOverExpensesAmt
Subtotal	$5,100	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$5,100	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	H RANDOLPH HOLDER JR	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7758311215	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	120 COUNTRY CLUB DR SUITE 12	AddressLine1Txt
City	INCLINE VILLAGE	CityNm
State Abbreviation	NV	StateAbbreviationCd
ZIP	89451	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
H RANDOLPH HOLDER JR
120 COUNTRY CLUB DR SUITE 12	INCLINE VILLAGE	NV	89451	President	1.00	$0
JANICE HOLDER BLACK
817 HICKORY WAY	NOBLESVILLE	IN	46062	Trustee	0.00	$0
SUSAN C HOLDER
5940 BRIXWORTH DR	TYLER	TX	75203	Trustee	0.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$14,000	ExpensesAndContributionsAmt
Qualifying Distributions	$14,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$5,000	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$10,000	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$11,500	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$14,000	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$6,500	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$47,000	TotalExcessDistributionCyovAmt
Qualifying Distributions	$14,000	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus	$14,000	RemainingDistriFromCorpusAmt
Total Corpus	$61,000	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$5,000	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$56,000	ExcessDistriCyovToNextYrAmt
Excess From Year4	$10,000	ExcessFromYear4Amt
Excess From Year3	$11,500	ExcessFromYear3Amt
Excess From Year2	$14,000	ExcessFromYear2Amt
Excess From Year1	$6,500	ExcessFromYear1Amt
Excess From Current Year	$14,000	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	HOLDER FAMILY FOUNDATION	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	120 COUNTRY CLUB DR SUITE 12	AddressLine1Txt
City	INCLINE VILLAGE	CityNm
State Abbreviation	NV	StateAbbreviationCd
ZIP	89451	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	7758311215	RecipientPhoneNum
Form And Info And Materials	SUBMISSIONS FOR AN AWARD OR CONTRIBUTION NEED ONLY BE A WRITTEN REQUEST DESCRIBING THE NEED AND PURPOSE OF THE FUNDS.	FormAndInfoAndMaterialsTxt
Submission Deadlines	SUBMISSIONS ARE ACCEPTED 365 DAYS A YEAR	SubmissionDeadlinesTxt
Restrictions On Awards	THERE ARE NO LIMITATIONS OR RESTRICTIONS ON AWARDS.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
COLLEGE AMERICA 529 PLAN
2020 ACADEMY BLVD N	COLORADO SPRINGS	CO	80909	None	DONATION	$2,500
CALEB AMBLER
13199 SYLVA LANE	SONORA	CA	95370	None	SCHOLARSHIP	$500
BOY SCOUTS OF AMERICA
PO BOX 399	JEFFERSON	GA	30549	None	DONATION	$5,000
GIRL SCOUTS OF HISTORIC GEORGIA
185 NEWTON BRIDGE ROAD	ATHENS	GA	30607	None	DONATION	$5,000
NANCY ZHU
2400 DURANT AVE NORTIN ROOM 810	BERKELEY	CA	94720	None	SCHOLARSHIPS	$500
PAIGE GERVIN
450 WIGHTMAN ST 0645	ASHLAND	OR	97520	None	SCHOLARSHIP	$500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$14,000	TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

THE HOLDER FAMILY FOUNDATION: Form 990PF, tax year 2022

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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