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 (2025) reports revenue of $1.7M, expenses of $1.9M, total assets of $32.1M. Imperigo tracks 47 reported grants from this foundation totaling approximately $9.0M.

EIN: 263343041 ORANGE, CA Private Independent Foundations NTEE: T22 Latest filing: 2025
Total Revenue$1.7M
Total Expenses$1.9M
Total Assets$32.1M
Grants Given47
Grant Total$9.0M
Filing Years2020–2025

Before you apply to The William & Margaret Fern Holmes Family Foundation

Preselected only Doesn't accept unsolicited requests for funds, per its 2025 Form 990-PF.

Sometimes funds new orgs 15% of recent recipients were first-time grantees (2023–2025).

Who to contact, what to include, deadlines, typical grant size and geographic focus are available with membership.

Sample Grants Given

USC ROSKI EYE INSTITUTE
LOS ANGELES, CA · 2025
SUPPORTING PROGRESSIVE PROGRAMS OF EYE RESEARCH, EDUCATION, AND PATIENT CARE.
$435,000
MICHAEL J FOX FOUNDATION
NEW YORK, NY · 2025
PARKINSON'S RESEARCH
$435,000
CALIFORNIA YOUTH SERVICES
LAGUNA HILLS, CA · 2025
MENTAL HEALTH TREATMENT, ALCOHOL, DRUG ABUSE, AND DELINQUENCY PREVENTION
$175,000
BOYS & GIRLS CLUB OF CAPISTRANO VALLEY
SAN JUAN CAPISTRANO, CA · 2025
HELP YOUNG PEOPLE REACH THEIR FULL POTENTIAL AS PRODUCTIVE AND RESPONSIBLE CARING INDIVIDUALS
$175,000
JF SHEA THERAPEUTIC RIDING CENTER
SAN JUAN CAPISTRANO, CA · 2025
PROVIDE THERAPEUTIC HORSEBACK RIDING FOR THE DISABLED.
$175,000

Showing up to 5 of 47 total records — full history available with membership.

Officers & Directors

TRUSTEE Charlene Jimenez
TRUSTEE Lawrence B Lareau
TRUSTEE Oscar Jimenez

Officer compensation and complete director data available with membership.

Top Grant Purposes

Health & Medicine
$4,250,000 20 grants
Research & Policy
$2,525,000 7 grants
Mental Health & Substance Abuse
$650,200 5 grants
General Support
$70,000 3 grants
Economic Development
$60,000 2 grants

Financial Trends

Year Revenue Expenses Assets
2025 $1.7M $1.9M $32.1M
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

Between 2020 and 2025, reported annual revenue grew from $1.6M to $1.7M (+10%), with total assets most recently reported at $32.1M.

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

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