The William & Margaret Fern Holmes
The William & Margaret Fern Holmes is a private foundation, based in Orange, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $32.1M in total assets. In 2025, it awarded 6 grants totaling $1.4M. Net investment income was $1.4M.
The William & Margaret Fern Holmes at a glance
In short: The William & Margaret Fern Holmes gave $1.4M across 6 grants in 2025 (avg $236K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,415,000
- +1.0% vs 2024
- Grants made (2025)
- 6
- -14.3% vs 2024
- Average grant
- $235,833
- +17.9% vs 2024
- Median grant
- $175,000
- Total assets
- $32,053,339
- +5.1% vs 2024
- Primary geography
- California (69% 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 William & Margaret Fern Holmes funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Michael J Fox Foundation ($435K). Together the top 6 received $1.4M.
Grant Size Distribution
33 grants across all recorded years
The most common grant size was in the $100–250K range: 16 grants of 33 (48%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How The William & Margaret Fern Holmes gives
- Giving grew 23% from 2022 to 2025. Method
- In 2025 it paid out 95% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $1.1M (2022) to $1.4M (2025). In 2025 it made 6 grants totaling $1.4M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Michael J Fox Foundation New York, NY | Parkinson's Research | $435,000 |
| USC Roski Eye Institute Los Angeles, CA | Supporting progressive programs of eye research, education, and patient care. | $435,000 |
| Boys & Girls Club of Capistrano Valley San Juan Capistrano, CA | Help young people reach their full potential as productive and responsible caring individuals | $175,000 |
| California Youth Services Laguna Hills, CA | Mental health treatment, alcohol, drug abuse, and delinquency prevention | $175,000 |
| JF Shea Therapeutic Riding Center San Juan Capistrano, CA | Provide Therapeutic Horseback Riding for the Disabled. | $175,000 |
| Rotary Club of San Juan Capistrano San Juan Capistrano, CA | Support the Community of San Juan Capistrano | $20,000 |
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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 | $32,053,339 | $1,740,859 | $1,900,826 | $1,415,000 | 6 | $1,469,229 | $1,386,355 | $1,545,290 |
| 2024 | $30,495,418 | $2,753,752 | $1,939,369 | $1,400,700 | 7 | $1,463,799 | $2,387,100 | $1,448,521 |
| 2023 | $28,050,045 | $1,547,836 | $1,739,959 | $1,265,000 | 7 | $1,331,091 | $1,209,878 | $1,316,653 |
| 2022 | $25,184,749 | $1,109,317 | $1,709,522 | $1,150,000 | 6 | $1,227,199 | $749,626 | $1,359,069 |
| 2021 | $31,580,692 | $3,374,429 | $1,842,184 | $1,350,000 | 7 | $1,411,659 | $2,975,548 | $1,413,257 |
| 2020 | $27,468,124 | $1,581,332 | $1,744,881 | $1,275,000 | 8 | — | $1,223,757 | $1,269,402 |
Under IRS private-foundation payout rules, The William & Margaret Fern Holmes reported a distributable amount of $1.5M for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The William & Margaret Fern Holmes's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Charlene Jimenez
Trustee
On filings since 2020
20 hrs/week
$118K (2020) → $48K (2025)
Oscar Jimenez
Trustee
On filings since 2020
20 hrs/week
$118K (2020) → $137K (2025)
Lawrence B. Lareau
Trustee
New on the 2025 filing
20 hrs/week
$8K (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 $137K, to Oscar Jimenez (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about The William & Margaret Fern Holmes
How much does The William & Margaret Fern Holmes give each year?
The William & Margaret Fern Holmes gave $1.4M across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.4M across 7 grants.
What is The William & Margaret Fern Holmes's typical grant size?
The William & Margaret Fern Holmes's median grant in 2025 was $175,000, and its average grant was $235,833, across 6 grants on its 2025 IRS Form 990-PF.
Where does The William & Margaret Fern Holmes give grants?
The William & Margaret Fern Holmes gives mostly in California: 69% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (31%). The most frequent recipient cities were San Juan Capistrano, CA (3 grants).
Does The William & Margaret Fern Holmes give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on The William & Margaret Fern Holmes's 2025 IRS Form 990-PF were described as general or operating support.
Who are The William & Margaret Fern Holmes's largest grantees?
The William & Margaret Fern Holmes's largest 2025 grantees include Michael J Fox Foundation ($435,000), USC Roski Eye Institute ($435,000) and Boys & Girls Club of Capistrano Valley ($175,000), according to its 2025 IRS Form 990-PF. Together they received 74% of its itemized 2025 grant dollars.
How large is The William & Margaret Fern Holmes?
The William & Margaret Fern Holmes reported $32.1M in total assets on its 2025 IRS Form 990-PF. It paid out $1.5M in qualifying distributions that year, against a required minimum of $1.5M (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 The William & Margaret Fern Holmes's EIN?
The William & Margaret Fern Holmes's EIN (Employer Identification Number) is 26-3343041. 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 August 3, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
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