The William & Margaret Fern Holmes
The William & Margaret Fern Holmes is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORANGE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $30.5M in total assets. In 2024, it awarded 7 grants totaling $1.4M. Net investment income was $2.4M.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$30.5M
+8.7% YoY
Annual Giving
$1.4M
+10.7% YoY
Grant Count
7
+0.0% YoY
Avg Grant Size
$200K
+10.7% YoY
Under IRS private-foundation payout rules, The William & Margaret Fern Holmes reported a distributable amount of $1.4M for 2024 — the minimum it must pay out in qualifying distributions.
About The William & Margaret Fern Holmes
Based on IRS filings
The William & Margaret Fern Holmes is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORANGE, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $30.5M in total assets. In 2024, it awarded 7 grants totaling $1.4M. Net investment income was $2.4M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $30,495,418 | $28,050,045 | $25,184,749 |
| Revenue | $2,753,752 | $1,547,836 | $1,109,317 |
| Expenses | $1,939,369 | $1,739,959 | $1,709,522 |
| Qualifying Distributions | $1,463,799 | $1,331,091 | $1,227,199 |
| Net Investment Income | $2,387,100 | $1,209,878 | $749,626 |
| Distributable Amount | $1,448,521 | $1,316,653 | $1,359,069 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
35 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Michael J Fox Foundation ($415,000), Usc Roski Eye Institute ($415,000), Boys & Girls Club of Capistrano Valley ($175,500).
| Recipient | Purpose | Amount |
|---|---|---|
| BOYS & GIRLS CLUB OF CAPISTRANO VALLEY SAN JUAN CAPISTRANO, CA | HELP YOUNG PEOPLE REACH THEIR FULL POTENTIAL AS PRODUCTIVE AND RESPONSIBLE CARING INDIVIDUALS | $175,500 |
| CALIFORNIA YOUTH SERVICES LAGUNA HILLS, CA | MENTAL HEALTH TREATMENT, ALCOHOL, DRUG ABUSE, AND DELINQUENCY PREVENTION | $175,200 |
| HUNTINGTON'S DISEASE SOCIETY OF AMERICA NEW YORK, NY | IMPROVING THE LIVES OF PEOPLE WITH HUNTINGTON'S DISEASE | $25,000 |
| JF SHEA THERAPEUTIC RIDING CENTER SAN JUAN CAPISTRANO, CA | PROVIDE THERAPEUTIC HORSEBACK RIDING FOR THE DISABLED. | $175,000 |
| MICHAEL J FOX FOUNDATION NEW YORK, NY | PARKINSON'S RESEARCH | $415,000 |
| ROTARY CLUB OF SAN JUAN CAPISTRANO SAN JUAN CAPISTRANO, CA | SUPPORT THE COMMUNITY OF SAN JUAN CAPISTRANO | $20,000 |
| USC ROSKI EYE INSTITUTE LOS ANGELES, CA | SUPPORTING PROGRESSIVE PROGRAMS OF EYE RESEARCH, EDUCATION, AND PATIENT CARE. | $415,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| OSCAR JIMENEZ | TRUSTEE | 20 | $137,000 |
| CHARLENE JIMENEZ | TRUSTEE | 20 | $102,750 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The William & Margaret Fern Holmes?
The William & Margaret Fern Holmes is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ORANGE, CA. It holds $30.5M in total assets as of 2024.
How large is The William & Margaret Fern Holmes?
As of 2024, The William & Margaret Fern Holmes holds $30.5M in total assets with $2.8M in annual revenue. It awarded 7 grants totaling $1.4M in 2024.
Where does The William & Margaret Fern Holmes operate?
The William & Margaret Fern Holmes has awarded grants in California, New York.
What size grants does The William & Margaret Fern Holmes award?
In 2024, The William & Margaret Fern Holmes awarded 7 grants totaling $1.4M — an average of about $200K per grant, based on its IRS Form 990 filings.
How much is The William & Margaret Fern Holmes required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The William & Margaret Fern Holmes reported a distributable amount of $1.4M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in The William & Margaret Fern Holmes'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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