Holmes CSM Family Foundation
Holmes CSM Family Foundation is a private foundation, based in Minneapolis, MN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $21.8M in total assets. In 2025, it awarded 8 grants totaling $1.1M. Net investment income was $3.0M.
Key facts about Holmes CSM Family Foundation
In short: Holmes CSM Family Foundation gave $1.1M across 8 grants in 2025 (avg $136K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.
- EIN
- 93-1220868
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $1,089,585
- Grants made (2025)
- 8
- Average grant
- $136,198
- Median grant
- $52,625
- Total assets
- $21,754,118
- Primary geography
- Minnesota (97% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$21.8M
+9.4% YoY
Annual Giving
$1.1M
+10.6% YoY
Grant Count
8
+33.3% YoY
Avg Grant Size
$136K
-17.0% YoY
Under IRS private-foundation payout rules, Holmes CSM Family Foundation reported a distributable amount of $1.1M for 2025 — the minimum it must pay out in qualifying distributions.
How Holmes CSM Family Foundation gives
- Giving grew 260% from 2022 to 2025. Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $303K (2022) to $1.3M (2021). In 2025 it made 8 grants totaling $1.1M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Allina Associated Foundation ($694K across 2 grants). Together the top 7 received $1.1M.
Grant Size Distribution
32 grants across all recorded years
The most common grant size was under $50K: 15 grants of 32 (47%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Allina Associated Foundation Minneapolis, MN | General | $570,000 |
| Friends of East Africa Foundation Saint Paul, MN | General | $249,285 |
| Allina Associated Foundation Minneapolis, MN | General | $124,000 |
| Minneapolis Heart Institute Foundation Minneapolis, MN | General | $75,000 |
| University of Minnesota Foundation Minneapolis, MN | General | $30,250 |
| Naples United Church of Christ Naples, FL | General | $30,000 |
| Northern Star Council Fort Snelling, MN | General | $10,000 |
| People Serving People Inc Minneapolis, MN | General | $1,050 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $21,754,118 | $19,887,027 | $19,072,864 |
| Revenue | $3,083,976 | $1,934,223 | $1,457,677 |
| Expenses | $1,216,418 | $1,120,060 | $1,099,376 |
| Qualifying Distributions | $1,093,410 | $988,625 | $1,023,805 |
| Net Investment Income | $2,991,446 | $1,841,016 | $1,348,575 |
| Distributable Amount | $1,116,430 | $1,087,412 | $983,442 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 13, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 29, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 2, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 30, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 22, 2024)
Leadership & Key People
Officers and directors from IRS filings
Holmes CSM Family Foundation is led by Gary S. Holmes, Chairman, President & Director on every filing since 2019; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Gary S. Holmes
Chairman, President & Director
On filings since 2019
1 hr/week
No compensation reported
Eugene M. Bowar
Vice President & Director
On filings since 2019
1 hr/week
No compensation reported
Robert Dann
Director
On filings since 2019
No compensation reported
Pete Michielutti
Director
New on the 2025 filing
No compensation reported
Brandon Audette
Secretary & Treasurer
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (2)
- Former: C. William Franke (2019–2024) — Director
- Former: Chelsey Foster (2019) — Secretary & Treasurer
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Holmes CSM Family Foundation
How much does Holmes CSM Family Foundation give each year?
Holmes CSM Family Foundation gave $1.1M across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $985K across 6 grants.
What is Holmes CSM Family Foundation's typical grant size?
Holmes CSM Family Foundation's median grant in 2025 was $52,625, and its average grant was $136,198, across 8 grants on its 2025 IRS Form 990-PF.
Where does Holmes CSM Family Foundation give grants?
Holmes CSM Family Foundation gives mostly in Minnesota: 97% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Minneapolis, MN (5 grants).
Does Holmes CSM Family Foundation give general operating support?
Yes: 100% of Holmes CSM Family Foundation's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Holmes CSM Family Foundation's largest grantees?
Holmes CSM Family Foundation's largest 2025 grantees include Allina Associated Foundation ($694,000 across 2 grants), Friends of East Africa Foundation ($249,285) and Minneapolis Heart Institute Foundation ($75,000), according to its 2025 IRS Form 990-PF. Together they received 93% of its itemized 2025 grant dollars.
How large is Holmes CSM Family Foundation?
Holmes CSM Family Foundation reported $21.8M in total assets on its 2025 IRS Form 990-PF. It paid out $1.1M in qualifying distributions that year, against a required minimum of $1.1M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Holmes CSM Family Foundation's EIN?
Holmes CSM Family Foundation's EIN (Employer Identification Number) is 93-1220868. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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