Private Foundation

Jacob L and Lillian Holtzmann Foundation

Jacob L and Lillian Holtzmann Foundation is a Private Foundation headquartered in Palo Alto, CA. Financial data from the 2025 filing: $2.7M revenue, $1.2M expenses, $20.9M total assets. IRS filings disclose 218 grants awarded by this foundation, totaling roughly $6.3M.

EIN: 136174349 Palo Alto, CA Latest filing: 2025
Total Revenue$2.7M
Total Expenses$1.2M
Total Assets$20.9M
Grants Given218
Grant Total$6.3M
Filing Years2021–2025

Sample Grants Given

DAFgiving360
Lone Tree, CO · 2025
The Holtzmann Fund (DAF)
$978,400
DAFgiving360
Lone Tree, CO · 2024
The Holtzmann Fund (DAF)
$716,000
The Holtzmann Fund (DAF)
Reno, NV · 2023
Multiple Giving Funds
$1,000,000
PLANNED PARENTHOOD
WASHINGTON, DC · 2022
GENERAL CONTRIBUTION
$100,000
SILICON VALLEY COMMUNITY FOUNDATION
MOUNTAIN VIEW, CA · 2022
CHARITABLE PURPOSE
$100,000

Showing up to 5 of 218 total records — full history available with membership.

Officers & Directors

Trustee Betsey Holtzmann
Trustee Susan H Richardson

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL CONTRIBUTION
$3,384,550 209 grants
The Holtzmann Fund (DAF)
$1,694,400 2 grants
Multiple Giving Funds
$1,000,000 1 grant
CHARITABLE PURPOSE
$192,500 6 grants

Financial Trends

Year Revenue Expenses Assets
2025 $2.7M $1.2M $20.9M
2024 $518K $901K $15.0M
2023 $709K $1.2M $18.5M
2022 $-740K $1.2M $17.0M
2021 $3.2M $1.2M $20.8M

Between 2021 and 2025, reported annual revenue declined from $3.2M to $2.7M (-16%), with total assets most recently reported at $20.9M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, CO, CT, DC, GA, MA, and 4 other states.

CACOCTDCGAMAMDMENHNV

Full geographic grant map with state-by-state breakdown available with membership.

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