The Holm Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JUPITER, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $445K in total assets. In 2024, it awarded 2 grants totaling $41K. Net investment income was $34K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$445K
-1.5% YoY
Annual Giving
$41K
+55.8% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$20K
-22.1% YoY
About The Holm Charitable Trust
Based on IRS filings
The Holm Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JUPITER, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $445K in total assets. In 2024, it awarded 2 grants totaling $41K. Net investment income was $34K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $445,198 | $452,184 | $446,319 |
| Revenue | $32,371 | $33,422 | $34,332 |
| Expenses | $42,674 | $28,157 | $32,850 |
| Qualifying Distributions | $40,500 | $26,000 | $31,000 |
| Net Investment Income | $33,649 | $33,887 | $37,571 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Admirals Cove Cares Foundation ($40,000), St Paul Orthodox Christian Church ($500).
| Recipient | Purpose | Amount |
|---|---|---|
| ADMIRALS COVE CARES FOUNDATION JUPITER, FL | OPERATING EXPENSES | $40,000 |
| ST PAUL ORTHODOX CHRISTIAN CHURCH NAPLES, FL | OPERATING EXPENSES | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GERALD HOLM | Trustee | — | — |
| SUSAN HOLM | Trustee | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Holm Charitable Trust?
The Holm Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in JUPITER, FL. It holds $445K in total assets as of 2024.
How large is The Holm Charitable Trust?
As of 2024, The Holm Charitable Trust holds $445K in total assets with $32K in annual revenue. It awarded 2 grants totaling $41K in 2024.
Where does The Holm Charitable Trust operate?
The Holm Charitable Trust has awarded grants in District of Columbia, Florida, Texas.
What size grants does The Holm Charitable Trust award?
In 2024, The Holm Charitable Trust awarded 2 grants totaling $41K — an average of about $20K per grant, based on its IRS Form 990 filings.
What is The Holm Charitable Trust's EIN?
The Holm Charitable Trust's EIN (Employer Identification Number) is 22-6810538. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Holm Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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