Private Foundation

THE WILLIAM & MARGARET FERN HOLMES FAMILY FOUNDATION

THE WILLIAM & MARGARET FERN HOLMES FAMILY FOUNDATION is a private foundation categorized as Private Foundation based in ORANGE, CA. Its most recent IRS filing (2024) reports revenue of $2.8M, expenses of $1.9M, total assets of $30.5M. Imperigo tracks 41 reported grants from this foundation totaling approximately $7.6M.

EIN: 263343041 ORANGE, CA Latest filing: 2024

Total Revenue$2.8M

Total Expenses$1.9M

Total Assets$30.5M

Grants Given41

Grant Total$7.6M

Filing Years2019–2024

Sample Grants Given

USC ROSKI EYE INSTITUTE

LOS ANGELES, CA · 2024

SUPPORTING PROGRESSIVE PROGRAMS OF EYE RESEARCH, EDUCATION, AND PATIENT CARE.

$415,000

MICHAEL J FOX FOUNDATION

NEW YORK, NY · 2024

PARKINSON'S RESEARCH

$415,000

BOYS & GIRLS CLUB OF CAPISTRANO VALLEY

SAN JUAN CAPISTRANO, CA · 2024

HELP YOUNG PEOPLE REACH THEIR FULL POTENTIAL AS PRODUCTIVE AND RESPONSIBLE CARING INDIVIDUALS

$175,500

CALIFORNIA YOUTH SERVICES

LAGUNA HILLS, CA · 2024

MENTAL HEALTH TREATMENT, ALCOHOL, DRUG ABUSE, AND DELINQUENCY PREVENTION

$175,200

JF SHEA THERAPEUTIC RIDING CENTER

SAN JUAN CAPISTRANO, CA · 2024

PROVIDE THERAPEUTIC HORSEBACK RIDING FOR THE DISABLED.

$175,000

Showing up to 5 of 41 total records — full history available with membership.

Officers & Directors

TRUSTEE Charlene Jimenez

TRUSTEE Oscar Jimenez

Officer compensation and complete director data available with membership.

Top Grant Purposes

PARKINSON'S RESEARCH

$2,090,000 6 grants

SUPPORTING PROGRESSIVE PROGRAMS OF EYE RESEARCH, EDUCATION, AND PATIENT CARE.

$1,115,000 3 grants

SUPPORTING PROGRESSIVE PROGRAMS OF EYE RESEARCH, EDUCATION, AND PATIENT CARE

$900,000 3 grants

PROVIDE THERAPEUTIC HORSEBACK RIDING FOR THE DISABLED

$525,000 3 grants

ELIMINATE BARRIERS TO A FULFILLING LIFE FOR THOSE WITH BLINDNESS AND SEVRE SIGHT LOSS

$525,000 3 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$2.8M	$1.9M	$30.5M
2023	$1.5M	$1.7M	$28.1M
2022	$1.1M	$1.7M	$25.2M
2020	$1.6M	$1.7M	$27.5M
2019	$1.7M	$1.8M	$26.9M

Between 2019 and 2024, reported annual revenue grew from $1.7M to $2.8M (+62%), with total assets most recently reported at $30.5M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, NY.

CANY

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for THE WILLIAM & MARGARET FERN HOLMES FAMILY FOUNDATION

Complete financials, all 41 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports