James And Nancy Holmgren Foundation

Jupiter, FL
Tax-exempt since Oct. 2012
EIN: 45-4089034

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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.

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

Donations to this organization are tax deductible.

Revenue

$365k (2024)

Expenses

$352k (2024)

Total Assets

$6.77M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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.
2024

Revenue

$364,613

Expenses

$351,877

Net Income

$12,736

Net Assets

$6,768,693

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,834	3.5%
Interest Revenue	$365,561	> 100%
Dividends	$37,310	10.2%
Sales of Assets	-$51,059
Other Income	-$33

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$319,100	90.7%
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	$6,768,693
Total Liabilities	$0
Net Assets	$6,768,693

Compensation

Key Employees and Officers	Compensation	Other
James L Holmgren (President)	$0	$0
Nancy A Holmgren (Director)	$0	$0

990-PF

Filed on Nov. 13, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$452,961

Expenses

$348,146

Net Income

$104,815

Net Assets

$6,755,957

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,637	0.6%
Interest Revenue	$149,746	33.1%
Dividends	$119,194	26.3%
Sales of Assets	$180,535	39.9%
Other Income	$849	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$328,000	94.2%
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	$6,755,957
Total Liabilities	$0
Net Assets	$6,755,957

Compensation

Key Employees and Officers	Compensation	Other
James L Holmgren (President)	$0	$0
Nancy A Holmgren (Director)	$0	$0

990-PF

Filed on Oct. 4, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$118,566

Expenses

$307,032

Net Income

-$188,466

Net Assets

$6,651,142

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,895	1.6%
Interest Revenue	$11,102	9.4%
Dividends	$72,685	61.3%
Sales of Assets	$32,772	27.6%
Other Income	$112	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$286,000	93.1%
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	$6,651,142
Total Liabilities	$0
Net Assets	$6,651,142

Compensation

Key Employees and Officers	Compensation	Other
James L Holmgren (President)	$0	$0
Nancy A Holmgren (Director)	$0	$0

990-PF

Filed on July 25, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$2,014,083

Expenses

$205,933

Net Income

$1,808,150

Net Assets

$6,839,608

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,001,890	99.4%
Interest Revenue	$322	0.0%
Dividends	$44,694	2.2%
Sales of Assets	-$32,823
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$196,000	95.2%
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	$6,839,608
Total Liabilities	$0
Net Assets	$6,839,608

Compensation

Key Employees and Officers	Compensation	Other
James L Holmgren (President)	$0	$0
Nancy A Holmgren (Director)	$0	$0

990-PF

Filed on July 12, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$62,308

Expenses

$140,016

Net Income

-$77,708

Net Assets

$5,031,457

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,385	5.4%
Interest Revenue	$1,132	1.8%
Dividends	$57,673	92.6%
Sales of Assets	$118	0.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,000	87.8%
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	$5,031,458
Total Liabilities	$1
Net Assets	$5,031,457

Compensation

Key Employees and Officers	Compensation	Other
James L Holmgren (President)	$0	$0
Nancy A Holmgren (Director)	$0	$0

990-PF

Filed on Sept. 10, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$110,655

Expenses

$124,888

Net Income

-$14,233

Net Assets

$5,109,165

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,945	3.6%
Interest Revenue	$3,138	2.8%
Dividends	$92,840	83.9%
Sales of Assets	$10,732	9.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,000	73.7%
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	$5,109,166
Total Liabilities	$1
Net Assets	$5,109,165

Compensation

Key Employees and Officers	Compensation	Other
James L Holmgren (President)	$0	$0
Nancy A Holmgren (Director)	$0	$0

990-PF

Filed on Sept. 14, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$953,224

Expenses

$272,083

Net Income

$681,141

Net Assets

$5,123,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$856,074	89.8%
Interest Revenue	$104	0.0%
Dividends	$112,230	11.8%
Sales of Assets	-$15,184
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$239,000	87.8%
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	$5,123,399
Total Liabilities	$0
Net Assets	$5,123,399

Compensation

Key Employees and Officers	Compensation	Other
James L Holmgren (President)	$0	$0
Nancy A Holmgren (Director)	$0	$0

990-PF

Filed on Nov. 14, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$3,361,594

Expenses

$65,279

Net Income

$3,296,315

Net Assets

$4,442,258

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,261,305	97.0%
Interest Revenue	$74	0.0%
Dividends	$16,527	0.5%
Sales of Assets	$83,688	2.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,375	97.1%
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	$4,442,258
Total Liabilities	$0
Net Assets	$4,442,258

Compensation

Key Employees and Officers	Compensation	Other
James L Holmgren (President)	$0	$0
Nancy A Holmgren (Director)	$0	$0

990-PF

Filed on April 13, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$519,850

Expenses

$37,890

Net Income

$481,960

Net Assets

$1,145,943

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$501,295	96.4%
Interest Revenue	$10	0.0%
Dividends	$18,559	3.6%
Sales of Assets	-$14
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,500	96.3%
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	$1,145,943
Total Liabilities	$0
Net Assets	$1,145,943

Compensation

Key Employees and Officers	Compensation	Other
James L Holmgren (President)	$0	$0
Nancy A Holmgren (Director)	$0	$0

990-PF

Filed on June 8, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$212,322

Expenses

$31,531

Net Income

$180,791

Net Assets

$663,983

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$201,295	94.8%
Interest Revenue	$15	0.0%
Dividends	$11,012	5.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,000	95.1%
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	$663,983
Total Liabilities	$0
Net Assets	$663,983

Compensation

Key Employees and Officers	Compensation	Other
James L Holmgren (President)	$0	$0
Nancy A Holmgren (Director)	$0	$0

990-PF

Filed on June 7, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$306,722

Expenses

$101,306

Net Income

$205,416

Net Assets

$483,192

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$301,290	98.2%
Interest Revenue	$13	0.0%
Dividends	$5,419	1.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,000	98.7%
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	$483,192
Total Liabilities	$0
Net Assets	$483,192

Compensation

Key Employees and Officers	Compensation	Other
James L Holmgren (President)	$0	$0
Nancy A Holmgren (Director)	$0	$0

990-PF

Filed on Sept. 14, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$105,076

Expenses

$21,220

Net Income

$83,856

Net Assets

$277,776

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$102,280	97.3%
Interest Revenue	$11	0.0%
Dividends	$2,785	2.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,000	94.3%
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	$277,776
Total Liabilities	$0
Net Assets	$277,776

Compensation

Key Employees and Officers	Compensation	Other
James L Holmgren (President)	$0	$0
Nancy A Holmgren (Director)	$0	$0

990-PF

Filed on Oct. 2, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$100,165

Expenses

$6,245

Net Income

$93,920

Net Assets

$193,919

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	99.8%
Interest Revenue	$165	0.2%
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,000	80.1%
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	$193,920
Total Liabilities	$1
Net Assets	$193,919

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$100,000

Expenses

Net Income

$100,000

Net Assets

$100,000

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
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	$100,000
Total Liabilities	$0
Net Assets	$100,000

990-PF

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

PDF

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James And Nancy Holmgren Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $365k (2024)

Expenses $352k (2024)

Total Assets $6.77M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$365k (2024)

Expenses

$352k (2024)

Total Assets

$6.77M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011