D Holmes Tr FBO Phelps Mem HOS 10-0094340
D Holmes Tr FBO Phelps Mem HOS 10-0094340 is a private foundation, based in Brooklyn, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $463K in total assets. In 2025, it awarded 2 grants totaling $23K. Net investment income was $57K.
D Holmes Tr FBO Phelps Mem HOS 10-0094340 at a glance
In short: D Holmes Tr FBO Phelps Mem HOS 10-0094340 gave $23K across 2 grants in 2025 (avg $11K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $22,700
- -0.8% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $11,350
- -0.8% vs 2024
- Median grant
- $11,350
- Total assets
- $463,046
- +7.2% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who D Holmes Tr FBO Phelps Mem HOS 10-0094340 funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was New York Medical College ($11K). Together the top 2 received $23K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How D Holmes Tr FBO Phelps Mem HOS 10-0094340 gives
- Giving held roughly steady from 2022 to 2025 (+10%). Method
- In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $18K (2021) to $23K (2023). In 2025 it made 2 grants totaling $23K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New York Medical College Valhalla, NY | General Operating | $11,350 |
| Phelps Memorial Hospital North Tarrytown, NY | Unrestricted | $11,350 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $463,046 | $61,785 | $30,636 | $22,700 | 2 | $25,463 | $56,709 | $24,060 |
| 2024 | $431,886 | $17,286 | $30,788 | $22,874 | 2 | $25,682 | $12,268 | $23,766 |
| 2023 | $445,690 | $21,664 | $30,065 | $23,136 | 2 | $25,621 | $16,949 | $21,904 |
| 2022 | $454,095 | $23,411 | $28,895 | $20,626 | 2 | $23,304 | $18,612 | $22,680 |
| 2021 | $459,579 | $48,065 | $26,277 | $18,198 | 2 | $20,990 | $42,861 | $25,439 |
| 2020 | $437,788 | $31,784 | $28,719 | $21,754 | 2 | — | $27,359 | $22,362 |
Under IRS private-foundation payout rules, D Holmes Tr FBO Phelps Mem HOS 10-0094340 reported a distributable amount of $24K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
D Holmes Tr FBO Phelps Mem HOS 10-0094340's only listed officer is Keybank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Keybank N A
Trustee
On filings since 2020
1 hr/week
$6K (2020) → $6K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $6K, to Keybank N a (Trustee).
Frequently asked questions about D Holmes Tr FBO Phelps Mem HOS 10-0094340
How much does D Holmes Tr FBO Phelps Mem HOS 10-0094340 give each year?
D Holmes Tr FBO Phelps Mem HOS 10-0094340 gave $23K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $23K across 2 grants.
How large is D Holmes Tr FBO Phelps Mem HOS 10-0094340?
D Holmes Tr FBO Phelps Mem HOS 10-0094340 reported $463K in total assets on its 2025 IRS Form 990-PF. It paid out $25K in qualifying distributions that year, against a required minimum of $24K (roughly 5% of its investment assets).
Where does D Holmes Tr FBO Phelps Mem HOS 10-0094340 operate?
D Holmes Tr FBO Phelps Mem HOS 10-0094340 has awarded grants in New York.
What is D Holmes Tr FBO Phelps Mem HOS 10-0094340's EIN?
D Holmes Tr FBO Phelps Mem HOS 10-0094340's EIN (Employer Identification Number) is 16-6031966. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2020–2024
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