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Bill Holmes Charitable Tr Dated 4 9 2013

Wilbur R Holmes Ttee

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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$187k (2024)

Expenses
$248k (2024)

Total Assets
$6.99M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2013 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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$187,160
Expenses
$248,164
Net Income
-$61,004
Net Assets
$6,987,240
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $377,962
> 100%
Dividends $0
Sales of Assets -$190,802
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $248,164
100%
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 $6,987,240
Total Liabilities $0
Net Assets $6,987,240
Compensation
Key Employees and Officers Compensation Other
Susan Holmes (Ceo) $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$161,449
Expenses
$160,517
Net Income
$932
Net Assets
$4,774,446
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $188,171
> 100%
Dividends $0
Sales of Assets -$26,722
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $160,517
100%
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 $4,774,446
Total Liabilities $0
Net Assets $4,774,446
Compensation
Key Employees and Officers Compensation Other
Susan Holmes (Ceo) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$533,612
Expenses
$285,249
Net Income
$248,363
Net Assets
$4,773,514
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $626,219
> 100%
Dividends $0
Sales of Assets -$97,648
Other Income $5,041
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $285,249
100%
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 $4,773,514
Total Liabilities $0
Net Assets $4,773,514
Compensation
Key Employees and Officers Compensation Other
Susan Holmes (Ceo) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$630,318
Expenses
$223,840
Net Income
$406,478
Net Assets
$4,525,151
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $630,318
100%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $223,840
100%
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 $4,525,151
Total Liabilities $0
Net Assets $4,525,151
Compensation
Key Employees and Officers Compensation Other
Susan Holmes (Ceo) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$351,424
Expenses
$357,001
Net Income
-$5,577
Net Assets
$4,118,672
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $565,479
> 100%
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $357,001
100%
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 $4,118,673
Total Liabilities $1
Net Assets $4,118,672
Compensation
Key Employees and Officers Compensation Other
Susan Holmes (Ceo) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$496,197
Expenses
$52,130
Net Income
$444,067
Net Assets
$4,124,250
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $519,510
> 100%
Dividends $0
Sales of Assets -$23,313
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $49,455
94.9%
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 $4,124,250
Total Liabilities $0
Net Assets $4,124,250
Compensation
Key Employees and Officers Compensation Other
Susan Holmes (Ceo) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$184,191
Expenses
$510,000
Net Income
-$325,809
Net Assets
$3,680,183
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $170,209
92.4%
Dividends $13,982
7.6%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $510,000
100%
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 $3,680,183
Total Liabilities $0
Net Assets $3,680,183
Compensation
Key Employees and Officers Compensation Other
Bill Holmes (Ceo) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,047,316
Expenses
$12,602,316
Net Income
-$4,555,000
Net Assets
$4,005,992
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $7,697,118
95.6%
Interest Revenue $263,229
3.3%
Dividends $1,922
0.0%
Sales of Assets $85,047
1.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $12,602,316
100%
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 $4,005,992
Total Liabilities $0
Net Assets $4,005,992
Compensation
Key Employees and Officers Compensation Other
Bill Holmes (Ceo) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$852,978
Expenses
$1,054,829
Net Income
-$201,851
Net Assets
$8,560,992
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,564,592
> 100%
Interest Revenue $479,026
56.2%
Dividends $116,575
13.7%
Sales of Assets -$1,307,215
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,000,000
94.8%
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 $8,560,992
Total Liabilities $0
Net Assets $8,560,992
Compensation
Key Employees and Officers Compensation Other
Bill Holmes (Ceo) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$343,753
Expenses
$624,604
Net Income
-$280,851
Net Assets
$8,762,843
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $2,000,000
> 100%
Interest Revenue $109,166
31.8%
Dividends $227,569
66.2%
Sales of Assets -$1,992,982
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $605,000
96.9%
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 $8,762,843
Total Liabilities $0
Net Assets $8,762,843
Compensation
Key Employees and Officers Compensation Other
Bill Holmes (Ceo) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,385,546
Expenses
$1,969,713
Net Income
-$584,167
Net Assets
$9,043,694
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $275,018
19.8%
Dividends $268,930
19.4%
Sales of Assets $803,603
58.0%
Other Income $37,995
2.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,870,050
94.9%
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 $9,516,130
Total Liabilities $472,436
Net Assets $9,043,694
Compensation
Key Employees and Officers Compensation Other
Wilbur R Holmes (Trustee) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,570,600
Expenses
$1,322,726
Net Income
$247,874
Net Assets
$9,627,861
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $96,129
6.1%
Dividends $133,568
8.5%
Sales of Assets $1,331,680
84.8%
Other Income $9,223
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,311,500
99.2%
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 $12,483,966
Total Liabilities $2,856,105
Net Assets $9,627,861

Document Links

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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.

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Types of Nonprofits

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

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