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Also known as: FAMILY FOUNDATION
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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. Total assets have grown from $1.5M in 2011 to $30.5M in 2024. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2024. The foundation primarily funds organizations in California and New York. 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.
Smallest Grant
$15K
Median Grant
$150K
Average Grant
$193K
Largest Grant
$400K
Based on 7 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
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
N/A
Total Assets
$30.5M
Fair Market Value
N/A
Net Worth
$30.5M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
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 | 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 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA