Blanche C Holmes Trust

MILWAUKEE, WI EIN: 94-6054726

Blanche C Holmes Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $868K in total assets. In 2024, it awarded 1 grants totaling $44K. Net investment income was $132K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$868K

+10.7% YoY

Annual Giving

$44K

+0.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$44K

+0.1% YoY

Under IRS private-foundation payout rules, Blanche C Holmes Trust reported a distributable amount of $44K for 2024 — the minimum it must pay out in qualifying distributions.

About Blanche C Holmes Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $211K (100%)

States

California

Cities

Oakland

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$868,176	$784,069	$761,082
Revenue	$145,186	$81,337	$27,721
Expenses	$60,384	$58,825	$62,214
Qualifying Distributions	$46,186	$46,154	$50,331
Net Investment Income	$131,618	$67,576	$16,914
Distributable Amount	$43,690	$41,469	$43,393

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Ucsf Mt Zion Medical Center ($43,836).

Recipient	Purpose	Amount
UCSF MT ZION MEDICAL CENTER OAKLAND, CA	GENERAL OPERATING	$43,836

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	1	$13,500

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Blanche C Holmes Trust?

Blanche C Holmes Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $868K in total assets as of 2024.

How large is Blanche C Holmes Trust?

As of 2024, Blanche C Holmes Trust holds $868K in total assets with $145K in annual revenue. It awarded 1 grants totaling $44K in 2024.

Where does Blanche C Holmes Trust operate?

Blanche C Holmes Trust has awarded grants in California.

What size grants does Blanche C Holmes Trust award?

In 2024, Blanche C Holmes Trust awarded 1 grants totaling $44K — an average of about $44K per grant, based on its IRS Form 990 filings.

How much is Blanche C Holmes Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Blanche C Holmes Trust reported a distributable amount of $44K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.