//
Also known as: FAMILY FOUNDATION
William & Margaret Fern Holmes Family Foundation is a private trust based in ORANGE, CA. The foundation received its IRS ruling in 2009. The principal officer is % Oscar Jimenez. It holds total assets of $30.5M. Annual income is reported at $9.2M. The foundation operates in the area of philanthropy & grantmaking. According to available records, William & Margaret Fern Holmes Family Foundation has made 21 grants totaling $3.7M, with a median grant of $150K. The foundation has distributed between $1.1M and $1.3M annually from 2020 to 2023. Individual grants have ranged from $10K to $400K, with an average award of $176K. The foundation has supported 11 unique organizations. Grants have been distributed to organizations in California and New York. Contributions to this foundation are tax-deductible.
William & Margaret Fern Holmes Family Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 21 grants. Its grantmaking reaches organizations primarily in CA, NY.
William & Margaret Fern Holmes Family Foundation has distributed a total of $3.7M across 21 grants. The median grant size is $150K, with an average of $176K. Individual grants have ranged from $10K to $400K.
William & Margaret Fern Holmes Family Foundation typically selects its grantees rather than accepting unsolicited proposals.
William & Margaret Fern Holmes Family Foundation is headquartered in ORANGE, CA. While based in CA, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Oscar Jimenez | TRUSTEE | $137K | $0 | $137K |
| Charlene Jimenez | TRUSTEE | $103K | $0 | $103K |
Total Giving
$1.7M
Total Assets
$28.1M
Fair Market Value
$28.1M
Net Worth
$28.1M
Grants Paid
$1.3M
Contributions
$0
Net Investment Income
$1.2M
Distribution Amount
$1.3M
Total: $23.5M
Total Grants
21
Total Giving
$3.7M
Average Grant
$176K
Median Grant
$150K
Unique Recipients
11
Most Common Grant
$175K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Michael J Fox FoundationPARKINSON'S RESEARCH | New York, NY | $400K | 2023 |
| Ucla Stein Eye InstituteSUPPORTING PROGRESSIVE PROGRAMS OF EYE RESEARCH, EDUCATION, AND PATIENT CARE. | Los Angeles, CA | $350K | 2023 |
| Jf Shea Therapeutic Riding CenterPROVIDE THERAPEUTIC HORSEBACK RIDING FOR THE DISABLED. | San Juan Capistrano, CA | $175K | 2023 |
| Boys & Girls Club Of Capistrano ValleyHELP YOUNG PEOPLE REACH THEIR FULL POTENTIAL AS PRODUCTIVE AND RESPONSIBLE CARING INDIVIDUALS | San Juan Capistrano, CA | $150K | 2023 |
| California Youth ServicesMENTAL HEALTH TREATMENT, ALCOHOL, DRUG ABUSE, AND DELINQUENCY PREVENTION |
| 2018 | 990PF | View |
| 2016 | 990PF | View |
| Laguna Hills, CA |
| $135K |
| 2023 |
| Rotary Club Of San Juan CapistranoSUPPORT THE COMMUNITY OF SAN JUAN CAPISTRANO | San Juan Capistrano, CA | $30K | 2023 |
| Huntington' Disease Society Of AmericaIMPROVING THE LIVES OF PEOPLE WITH HUNTINGTON'S DISEASE | New York, NY | $25K | 2023 |
| Ucla Jules Stein Eye InstituteSUPPORTING PROGRESSIVE PROGRAMS OF EYE RESEARCH, EDUCATION, AND PATIENT CARE | Los Angeles, CA | $300K | 2020 |
| Braille Institute Rancho MirageELIMINATE BARRIERS TO A FULFILLING LIFE FOR THOSE WITH BLINDNESS AND SEVRE SIGHT LOSS | Rancho Mirage, CA | $175K | 2020 |
| Huntington'S Disease Society Of AmeIMPROVING THE LIVES OF PEOPLE WITH HUNTINGTON'S DISEASE AND THEIR FAMILIES | New York, NY | $150K | 2020 |
| Boys Girls Club Of Capo ValleyHELP YOUNG PEOPLE REACH THEIR FULL POTENTIAL AS PRODUCTIVE RESPONSIBLE AND CARING INDIVIDUALS | San Juan Capistrano, CA | $100K | 2020 |
© 2026 Granted AI