Nonprofit · EIN 26-3343041
WILLIAM & MARGARET FERN HOLMES FAMILY FOUNDATION
Tax-exempt · ORANGE, CA 92867
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,740,859 | $1,900,826 | -$159,967 | $32,053,339 | $11,523 | $32,041,816 |
| December 31, 2024 | 990-PF | $2,753,752 | $1,939,369 | $814,383 | $30,495,418 | $16,305 | $30,479,113 |
| December 31, 2023 | 990-PF | $1,547,836 | $1,739,959 | -$192,123 | $28,050,045 | $0 | $28,050,045 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $831,192
- Net gain from sales of assets
- $909,667
Expenses
- Grants and similar amounts paid
- $1,415,000
- Compensation of officers, directors and key employees
- $193,333
- Disbursements for charitable purposes
- $1,469,229
- Excise tax on investment income
- $19,270
Balance sheet and other
- Total assets, start of year
- $30,495,418
- Total assets, end of year
- $32,053,339
- Total liabilities, end of year
- $11,523
- Net assets, end of year
- $32,041,816
- Fair market value of assets
- $32,053,339
- Qualifying distributions
- $1,469,229
- Net investment income
- $1,740,859
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| OSCAR JIMENEZ 3446 E WOODBINE ROAD, ORANGE, CA 92867 | TRUSTEE | 20 | $137,000 |
| CHARLENE JIMENEZ 3446 E WOODBINE ROAD, ORANGE, CA 92867 | TRUSTEE | 20 | $48,000 |
| LAWRENCE B LAREAU 3446 E WOODBINE ROAD, ORANGE, CA 92867 | TRUSTEE | 20 | $8,333 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| OSCAR JIMENEZ 3446 E WOODBINE ROAD, ORANGE, CA 92867 | TRUSTEE | 20 | $137,000 |
| CHARLENE JIMENEZ 3446 E WOODBINE ROAD, ORANGE, CA 92867 | TRUSTEE | 20 | $102,750 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| OSCAR JIMENEZ 3446 E WOODBINE ROAD, ORANGE, CA 92867 | TRUSTEE | 20 | $137,000 |
| CHARLENE JIMENEZ 3446 E WOODBINE ROAD, ORANGE, CA 92867 | TRUSTEE | 20 | $102,750 |
Address and contacts
- Address (IRS master file)
- 3446 E WOODBINE RD, ORANGE, CA 92867-2093
- In care of
- % OSCAR JIMENEZ
- Signed the 990-PF
- LAWRENCE B LAREAU, TRUSTEE
- Phone
- (714) 497-8817
- Return prepared by
- EVERGREEN ALLIANCE
California records
California keeps its own records of charities and corporations. Search them by EIN 26-3343041 or by the name WILLIAM & MARGARET FERN HOLMES FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-3343041
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $32,053,339
- Income (IRS master file)
- $9,170,322
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,740,859 | $1,900,826 | $32,053,339 | XML |
| 990-PF | December 2024 | $2,753,752 | $1,939,369 | $30,495,418 | IRS |
| 990-PF | December 2023 | $1,547,836 | $1,739,959 | $28,050,045 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-3343041).
Questions about WILLIAM & MARGARET FERN HOLMES FAMILY FOUNDATION
- What is the EIN of WILLIAM & MARGARET FERN HOLMES FAMILY FOUNDATION?
- The employer identification number (EIN) of WILLIAM & MARGARET FERN HOLMES FAMILY FOUNDATION is 26-3343041.
- Is WILLIAM & MARGARET FERN HOLMES FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to WILLIAM & MARGARET FERN HOLMES FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM & MARGARET FERN HOLMES FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM & MARGARET FERN HOLMES FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM & MARGARET FERN HOLMES FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of WILLIAM & MARGARET FERN HOLMES FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $137,000 (OSCAR JIMENEZ, TRUSTEE).
- How much revenue does WILLIAM & MARGARET FERN HOLMES FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,740,859, expenses of $1,900,826 and total assets of $32,053,339 at year end.
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All nonprofits in ORANGE · California · Philanthropy, voluntarism and grantmaking foundations