The Holm Charitable Trust
The Holm Charitable Trust is a private foundation, based in Jupiter, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $477K in total assets. In 2025, it awarded 1 grant totaling $1K. Net investment income was $34K.
The Holm Charitable Trust at a glance
In short: The Holm Charitable Trust gave $1K across 1 grant in 2025 (avg $1K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,000
- -97.5% vs 2024
- Grants made (2025)
- 1
- -50.0% vs 2024
- Average grant
- $1,000
- -95.1% vs 2024
- Median grant
- $1,000
- Total assets
- $477,180
- +7.2% vs 2024
- Primary geography
- Florida (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 The Holm Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Admirals Cove Cares Foundation ($1K).
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 9 grants of 9 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
How The Holm Charitable Trust gives
- Giving fell 97% from 2022 to 2025. 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 2019 to 2025, annual grant giving ranged from $1K (2025) to $41K (2024). In 2025 it made 1 grant totaling $1K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Admirals Cove Cares Foundation Jupiter, FL | Operating Expenses | $1,000 |
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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 | $477,180 | $32,652 | $3,294 | $1,000 | 1 | $1,000 | $33,903 | — |
| 2024 | $445,198 | $32,371 | $42,674 | $40,500 | 2 | $40,500 | $33,649 | — |
| 2023 | $452,184 | $33,422 | $28,157 | $26,000 | 1 | $26,000 | $33,887 | — |
| 2022 | $446,319 | $34,332 | $32,850 | $31,000 | 2 | $31,000 | $37,571 | — |
| 2021 | $445,095 | $136,161 | $27,785 | $25,800 | 3 | $25,800 | $26,788 | — |
| 2020 | $338,372 | $6,899 | $23,435 | $21,200 | 4 | — | $21,078 | $24,542 |
| 2019 | $354,334 | $-25,712 | $25,958 | $24,100 | 4 | — | $24,985 | $26,862 |
Leadership & Key People
Officers and directors from IRS filings
The Holm Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Gerald L. Holm
Trustee
On filings since 2019
No compensation reported
Susan G. Holm
Trustee
On filings since 2019
No compensation reported
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 The Holm Charitable Trust
How much does The Holm Charitable Trust give each year?
The Holm Charitable Trust gave $1K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $41K across 2 grants.
How large is The Holm Charitable Trust?
The Holm Charitable Trust reported $477K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $33K.
Where does The Holm Charitable Trust operate?
The Holm Charitable Trust has awarded grants in District of Columbia, Florida, New Jersey, Texas.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 11, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 23, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 9, 2024)
Live grants for the work The Holm Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Holm Charitable Trust's focus areas in our free grants database
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