Thomas A And Joan M Holmes Foundation Inc

Naples, FL
Tax-exempt since Aug. 1987
EIN: 22-2766121

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$149k (2023)

Expenses

$3.3k (2023)

Total Assets

$1.27M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Nov.
2023

Revenue

$149,105

Expenses

$3,300

Net Income

$145,805

Net Assets

$1,272,575

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$205	0.1%
Dividends	$39,087	26.2%
Sales of Assets	$109,813	73.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,000	90.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,272,575
Total Liabilities	$0
Net Assets	$1,272,575

Compensation

Key Employees and Officers	Compensation	Other
Susan Eelman (President)	$0	$0
Bruce M Holmes (Vice Preside)	$0	$0
Nanne E Holmes (Secretary)	$0	$0

990-PF

Filed on Sept. 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Nov.
2022

Revenue

-$254,316

Expenses

$11,800

Net Income

-$266,116

Net Assets

$1,126,770

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23
Dividends	$45,573
Sales of Assets	-$299,912
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,500	97.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,126,770
Total Liabilities	$0
Net Assets	$1,126,770

Compensation

Key Employees and Officers	Compensation	Other
Susan Eelman (President)	$0	$0
Bruce M Holmes (Vice Preside)	$0	$0
Nanne E Holmes (Secretary)	$0	$0

990-PF

Filed on Sept. 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2021

Revenue

$49,580

Expenses

$300

Net Income

$49,280

Net Assets

$1,392,886

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$30,180	60.9%
Sales of Assets	$19,395	39.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,392,886
Total Liabilities	$0
Net Assets	$1,392,886

Compensation

Key Employees and Officers	Compensation	Other
Susan Eelman (President)	$0	$0
Bruce M Holmes (Vice President & Treasurer)	$0	$0
Nanne E Holmes (Secretary)	$0	$0

990-PF

Filed on May 13, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2020

Revenue

$15,458

Expenses

$69,007

Net Income

-$53,549

Net Assets

$1,343,605

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.1%
Dividends	$31,294	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,500	77.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,343,606
Total Liabilities	$1
Net Assets	$1,343,605

Compensation

Key Employees and Officers	Compensation	Other
Susan Eelman (President)	$0	$0
Bruce M Holmes (Vice President & Treasurer)	$0	$0
Nanne E Holmes (Secretary)	$0	$0

990-PF

Filed on April 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Nov.
2019

Revenue

$34,569

Expenses

$75,826

Net Income

-$41,257

Net Assets

$1,397,155

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$515	1.5%
Dividends	$37,386	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,550	95.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,397,155
Total Liabilities	$0
Net Assets	$1,397,155

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2018

Revenue

$238,839

Expenses

$122,539

Net Income

$116,300

Net Assets

$1,507,529

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,123	24.8%
Sales of Assets	$179,716	75.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$117,000	95.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,507,746
Total Liabilities	$217
Net Assets	$1,507,529

Compensation

Key Employees and Officers	Compensation	Other
Thomas A Holmes (President)	$0	$0
Joan M Holmes (Secretary)	$0	$0
G Burt Holmes (Trustee)	$0	$0

990-PF

Filed on Feb. 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2017

Revenue

$171,187

Expenses

$69,636

Net Income

$101,551

Net Assets

$1,391,229

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$77,051	45.0%
Dividends	$54,112	31.6%
Sales of Assets	$40,024	23.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,950	93.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,391,229
Total Liabilities	$0
Net Assets	$1,391,229

Compensation

Key Employees and Officers	Compensation	Other
Thomas A Holmes (President)	$0	$0
Joan M Holmes (Secretary)	$0	$0
G Burt Holmes (Trustee)	$0	$0

990-PF

Filed on Jan. 12, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Nov.
2016

Revenue

$39,957

Expenses

$37,731

Net Income

$2,226

Net Assets

$1,069,988

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,955	100.0%
Sales of Assets	$2	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,000	98.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,069,988
Total Liabilities	$0
Net Assets	$1,069,988

Compensation

Key Employees and Officers	Compensation	Other
Thomas A Holmes (President)	$0	$0
Joan M Holmes (Secretary)	$0	$0
G Burt Holmes (Trustee)	$0	$0

990-PF

Filed on Jan. 24, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2015

Revenue

$36,383

Expenses

$58,172

Net Income

-$21,789

Net Assets

$1,067,762

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,195	39.0%
Dividends	$37,547	> 100%
Sales of Assets	-$15,359
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,050	92.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,067,762
Total Liabilities	$0
Net Assets	$1,067,762

Compensation

Key Employees and Officers	Compensation	Other
Thomas A Holmes (President)	$0	$0
Joan M Holmes (Secretary)	$0	$0
G Burt Holmes (Trustee)	$0	$0

990-PF

Filed on Jan. 19, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2014

Revenue

$68,562

Expenses

$68,745

Net Income

-$183

Net Assets

$1,089,551

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30,405	44.3%
Dividends	$48,429	70.6%
Sales of Assets	-$10,272
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,300	93.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,089,551
Total Liabilities	$0
Net Assets	$1,089,551

Compensation

Key Employees and Officers	Compensation	Other
Thomas A Holmes (President)	$0	$0
Joan M Holmes (Secretary)	$0	$0
G Burt Holmes (Trustee)	$0	$0

990-PF

Filed on Jan. 20, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2013

Revenue

$91,916

Expenses

$52,773

Net Income

$39,143

Net Assets

$1,089,734

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$28,187	30.7%
Dividends	$35,315	38.4%
Sales of Assets	$28,414	30.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,250	91.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,090,053
Total Liabilities	$319
Net Assets	$1,089,734

990-PF

Filed on March 6, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Nov.
2012

Revenue

$22,575

Expenses

$31,048

Net Income

-$8,473

Net Assets

$1,050,591

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,391	54.9%
Dividends	$37,862	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,850	86.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,050,591
Total Liabilities	$0
Net Assets	$1,050,591

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2011

Revenue

$71,908

Expenses

$42,532

Net Income

$29,376

Net Assets

$1,059,064

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$40,622	56.5%
Dividends	$34,749	48.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,390	90.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,059,217
Total Liabilities	$153
Net Assets	$1,059,064

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Fiscal Year Ending Nov.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Nov.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Thomas A And Joan M Holmes Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $149k (2023)

Expenses $3.3k (2023)

Total Assets $1.27M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2011

Extracted Financial Data

Revenue

$149k (2023)

Expenses

$3.3k (2023)

Total Assets

$1.27M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Nov.
2023

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2022

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2021

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2020

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2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

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2005

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