Skip to content
ProPublica Donate
ProPublica Donate

William & Margaret Fern Holmes Family Foundation

  • Orange, CA
  • Tax-exempt since April 2009
  • EIN: 26-3343041

Organization summary

Type of Nonprofit

Designated as a 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$1.55M (2023)

Expenses
$1.74M (2023)

Total Assets
$28.1M (2023)

Total Liabilities
$0 (2023)

Years with missing data
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 Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,547,836
Expenses
$1,739,959
Net Income
-$192,123
Net Assets
$28,050,045
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $738,469
47.7%
Sales of Assets $808,417
52.2%
Other Income $950
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,331,091
76.5%
Compensation of Officers* $239,750
13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $28,050,045
Total Liabilities $0
Net Assets $28,050,045
Compensation
Key Employees and Officers Compensation Other
Oscar Jimenez (Trustee) $137,000 $0
Charlene Jimenez (Trustee) $102,750 $0

Document Links

990-PF
Filed on Oct. 7, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,109,317
Expenses
$1,709,522
Net Income
-$600,205
Net Assets
$25,184,749
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $773,089
69.7%
Sales of Assets $336,228
30.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,227,199
71.8%
Compensation of Officers* $237,375
13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $25,184,749
Total Liabilities $0
Net Assets $25,184,749
Compensation
Key Employees and Officers Compensation Other
Oscar Jimenez (Trustee) $127,250 $0
Charlene Jimenez (Trustee) $110,125 $0

Document Links

990-PF
Filed on Oct. 12, 2023

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,374,429
Expenses
$1,842,184
Net Income
$1,532,245
Net Assets
$31,580,692
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $714,958
21.2%
Sales of Assets $2,630,578
78.0%
Other Income $28,893
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,411,659
76.6%
Compensation of Officers* $235,000
12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $31,580,692
Total Liabilities $0
Net Assets $31,580,692
Compensation
Key Employees and Officers Compensation Other
Oscar Jimenez (Trustee) $117,500 $0
Charlene Jimenez (Trustee) $117,500 $0

Document Links

990-PF
Filed on Nov. 16, 2022

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,581,332
Expenses
$1,744,881
Net Income
-$163,549
Net Assets
$27,468,123
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $694,019
43.9%
Sales of Assets $840,051
53.1%
Other Income $47,262
3.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,337,495
76.7%
Compensation of Officers* $235,000
13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $27,468,124
Total Liabilities $1
Net Assets $27,468,123
Compensation
Key Employees and Officers Compensation Other
Oscar Jimenez (Trustee) $117,500 $0
Charlene Jimenez (Trustee) $117,500 $0

Document Links

990-PF
Filed on Nov. 12, 2021

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,695,398
Expenses
$1,786,946
Net Income
-$91,548
Net Assets
$26,924,498
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $11
0.0%
Dividends $871,257
51.4%
Sales of Assets $774,980
45.7%
Other Income $49,150
2.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,339,053
74.9%
Compensation of Officers* $253,000
14.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $26,924,499
Total Liabilities $1
Net Assets $26,924,498
Compensation
Key Employees and Officers Compensation Other
Oscar Jimenez (Trustee) $117,500 $0
Charlene Jimenez (Trustee) $117,500 $0
Graydon Carlson (Trustee) $18,000 $0

Document Links

990-PF
Filed on Nov. 16, 2020

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

View Filing
XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,217,739
Expenses
$1,753,495
Net Income
-$535,756
Net Assets
$23,477,880
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $33
0.0%
Dividends $789,898
64.9%
Sales of Assets $380,027
31.2%
Other Income $47,781
3.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,288,592
73.5%
Compensation of Officers* $253,000
14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $23,477,880
Total Liabilities $0
Net Assets $23,477,880
Compensation
Key Employees and Officers Compensation Other
Oscar Jimenez (Trustee) $117,500 $0
Charlene Jimenez (Trustee) $117,500 $0
Graydon Carlson (Trustee) $18,000 $0

Document Links

990-PF
Filed on Nov. 15, 2019

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

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

Document Links

990-PF

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

PDF
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$859,828
Expenses
$1,635,053
Net Income
-$775,225
Net Assets
$24,558,108
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $50,654
5.9%
Interest Revenue $45
0.0%
Dividends $759,991
88.4%
Sales of Assets $5,138
0.6%
Other Income $44,000
5.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,201,481
73.5%
Compensation of Officers* $253,000
15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $24,558,108
Total Liabilities $0
Net Assets $24,558,108
Compensation
Key Employees and Officers Compensation Other
Oscar Jimenez (Trustee) $117,500 $0
Charlene Jimenez (Trustee) $117,500 $0
Graydon Carlson (Trustee) $18,000 $0

Document Links

990-PF
Filed on Nov. 15, 2017

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,387,640
Expenses
$979,850
Net Income
$21,407,790
Net Assets
$23,841,496
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $21,703,333
96.9%
Interest Revenue $38
0.0%
Dividends $455,318
2.0%
Sales of Assets $208,851
0.9%
Other Income $850
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $805,749
82.2%
Compensation of Officers* $94,757
9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $23,842,202
Total Liabilities $706
Net Assets $23,841,496

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$94,685
Expenses
$95,901
Net Income
-$1,216
Net Assets
$1,531,455
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $34,121
36.0%
Dividends $26,833
28.3%
Sales of Assets $33,731
35.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $75,000
78.2%
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 $1,534,186
Total Liabilities $2,731
Net Assets $1,531,455

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$104,255
Expenses
$93,368
Net Income
$10,887
Net Assets
$1,532,671
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $34,986
33.6%
Dividends $24,468
23.5%
Sales of Assets $44,801
43.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $75,000
80.3%
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 $1,532,671
Total Liabilities $0
Net Assets $1,532,671

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$85,256
Expenses
$92,934
Net Income
-$7,678
Net Assets
$1,521,783
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $12
0.0%
Dividends $53,673
63.0%
Sales of Assets $31,571
37.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $75,000
80.7%
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 $1,521,784
Total Liabilities $1
Net Assets $1,521,783

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated