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Nonprofit · EIN 56-6570426

HOLT BROTHERS FOUNDATION INC

Tax-exempt · RALEIGH, NC 27601

Financials

$256K$450K2022$328K$459K2023$293K$340K2024
Revenue Expenses · by fiscal year end
Financials of HOLT BROTHERS FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$293,113$339,719-$46,606$384,874$176,058$208,816
June 30, 2024990$327,562$459,250-$131,688$394,697$117,110$277,587
June 30, 2023990$255,835$450,205-$194,370$456,257$67,552$388,705
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$95,021
Program service revenue
$0
Investment income
$14,808
Net income from fundraising events
$182,206
Other revenue
$183,284

Expenses

Grants and similar amounts paid
$20,557
Compensation of officers, directors and key employees
$113,439
Other salaries and wages
$9,750
Salaries, compensation and benefits (total)
$143,220
Professional fundraising fees
$0
Accounting fees
$5,045
Occupancy
$520
Travel
$6,238
Program services (functional)
$216,342
Management and general (functional)
$75,637
Fundraising (functional)
$47,740

Balance sheet and other

Total assets, start of year
$394,697
Total assets, end of year
$384,874
Total liabilities, end of year
$176,058
Net assets, end of year
$208,816
Publicly traded securities
$296,541
Net assets without donor restrictions
$208,816
Gross receipts
$362,703
Employees
1
Volunteers
150
Year formed
2000
State of legal domicile
NC

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
ELIZABETH MCLEANEXECUTIVE DIRECTOR
Officer
40$81,022
DREW CAFFREYBOARD CHAIR
Trustee or director, Officer
1$0
TORRY HOLTPRESIDENT
Trustee or director, Officer
5$0
DION BENNETTBOARD MEMBER
Trustee or director
1$0
LISA SCHILLERBoard Member
Trustee or director
1$0
STACIE PHILLIPSBoard Member
Trustee or director
1$0
SUZANNE EPPSBoard Member
Trustee or director
1$0
Carla HoltSecretary
Officer
1$0
990 for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensation
ELIZABETH MCLEANEXECUTIVE DIRECTOR
Officer
40$80,250
DREW CAFFREYBOARD CHAIR
Trustee or director, Officer
1$0
TORRY HOLTPRESIDENT
Trustee or director, Officer
5$0
DION BENNETTBOARD MEMBER
Trustee or director
1$0
LISA SCHILLERBoard Member
Trustee or director
1$0
STACIE PHILLIPSBoard Member
Trustee or director
1$0
SUZANNE EPPSBoard Member
Trustee or director
1$0
Carla HoltSecretary
Officer
1$0
990 for the year ended June 30, 2023: 10 people
NameTitleHours / weekCompensation
ELIZABETH MCLEANEXECUTIVE DIRECTOR
Officer
40$69,659
TORRY HOLTPRESIDENT
Trustee or director, Officer
5$0
RYAN SWITZERBOARD CHAIR
Trustee or director, Officer
1$0
DION BENNETTBOARD MEMBER
Trustee or director
1$0
REGGIE JOEBOARD MEMBER
Trustee or director
1$0
LISA SCHILLERBOARD MEMBER
Trustee or director
1$0
MIKE WOLGINBOARD MEMBER
Trustee or director
1$0
DREW CAFFREYBOARD MEMBER
Trustee or director
1$0
STACIE PHILLIPSBOARD MEMBER
Trustee or director
1$0
SUZANNE EPPSBOARD MEMBER
Trustee or director
1$0

Address and contacts

Address (IRS master file)
421 FAYETTEVILLE ST STE 1300, RALEIGH, NC 27601-1794
Principal officer (990 for 2024)
TORRY HOLT, 421 FAYETTEVILLE ST 1300, RALEIGH, NC 27601
Signed the 990
TORRY HOLT, PRESIDENT
Phone
(919) 787-1981
Return prepared by
Forvis Mazars LLP

Mission

Family-centered care for kids who are impacted by a parent's cancer.

990 for the year ended June 30, 2025

Program accomplishments

  • Camp Kesem. A nationwide Community that supports children through and beyond their parent's cancer with free summer camps. KIDS can! A unique program that provides education, emotional support, peer empathy, and inspiration for children with a parent with cancer. The foundation also supports numerous other organizations: Leukemia & Lymphona society- an organization focused on funding research, finding cures, and ensuring access to treatments for blood related cancer patients. Duke Cancer Center institute - an organization dedicated to developing a way to end cancer.
    Expenses $216,342 · grants $20,557

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
56-6570426
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2001
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$384,874
Income (IRS master file)
$362,703

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$293,113$339,719$384,874XML
990June 2024$327,562$459,250$394,697XML
990June 2023$255,835$450,205$456,257XML
990June 2022–––IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-6570426).

Questions about HOLT BROTHERS FOUNDATION INC

What is the EIN of HOLT BROTHERS FOUNDATION INC?
The employer identification number (EIN) of HOLT BROTHERS FOUNDATION INC is 56-6570426.
Is HOLT BROTHERS FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to HOLT BROTHERS FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HOLT BROTHERS FOUNDATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of HOLT BROTHERS FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HOLT BROTHERS FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of HOLT BROTHERS FOUNDATION INC?
The 990 for the year ended June 30, 2025 names TORRY HOLT.
Who are the officers and directors of HOLT BROTHERS FOUNDATION INC?
The 990 for the year ended June 30, 2025 lists 8 people; 1 received compensation from the organization, the highest $81,022 (ELIZABETH MCLEAN, EXECUTIVE DIRECTOR).
How much revenue does HOLT BROTHERS FOUNDATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $293,113, expenses of $339,719 and total assets of $384,874 at year end.

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