Blanche C Holmes Trust

Foundation · Grantmaker 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

1

+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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Oakland

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$40K$80K$120K$160K20202021202220232024
Metric202420232022
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

$0$11K$23K$34K$46K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

UCSF MT ZION MEDICAL CEN…$44K

Grant Size Distribution

5 grants across all recorded years

5<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

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

RecipientPurposeAmount
UCSF MT ZION MEDICAL CENTER OAKLAND, CAGENERAL OPERATING$43,836

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

US BANK N ATRUSTEE$14K

From 2024 filing

NameTitleHoursCompensation
US BANK N ATRUSTEE1$13,500

Subject Areas

Focus areas based on grantmaking activity

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.

What is Blanche C Holmes Trust's EIN?

Blanche C Holmes Trust's EIN (Employer Identification Number) is 94-6054726. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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