THE WILLIAM & MARGARET FERN HOLMES
https://N/ATotal Given 2016–2023
$6.5M
37 grants · $818K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$175K
typical big bets · $100K–$225K
grant size
100%
deep partner · 11/11 multi-year
repeat
$27.5M
Assets · 2020
11
Distinct recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
HUNTINGTON'S DISEASE SOCIETY OF AME
Phone
9495026700
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $1.1M | $24.6M | $860K | 6 |
| 2018 | $1.2M | $346K | $1.2M | 6 |
| 2019 | $500K | $26.9M | $1.7M | 4 |
| 2020 | $1.3M | $27.5M | $1.6M | 8 |
| 2022 | $1.1M | $25.2M | $1.1M | 6 |
| 2023 | $1.3M | $28.1M | $1.5M | 7 |
Grant Size Distribution
Based on 37 grants on record
Minimum
$10K
25th Pctl
$100K
Median
$175K
Average
$177K
75th Pctl
$225K
Maximum
$400K
Geographic Distribution
Officers & Directors
| Name | Title |
|---|---|
| OSCAR JIMENEZ | TRUSTEE |
| CHARLENE JIMENEZ | TRUSTEE |
| GRAYDON CARLSON | Trustee |
Grants Awarded (37 total)
| Purpose | ||||
|---|---|---|---|---|
| MICHAEL J FOX FOUNDATION | NEW YORK, NY | $400,000 | PARKINSON'S RESEARCH | 2023 |
| MICHAEL J FOX FOUNDATION | NEW YORK, NY | $375,000 | PARKINSON'S RESEARCH | 2022 |
| UCLA STEIN EYE INSTITUTE | LOS ANGELES, CA | $350,000 | SUPPORTING PROGRESSIVE PROGRAMS OF EYE RESEARCH, EDUCATION, AND PATIENT CARE. | 2022 |
| UCLA STEIN EYE INSTITUTE | LOS ANGELES, CA | $350,000 | SUPPORTING PROGRESSIVE PROGRAMS OF EYE RESEARCH, EDUCATION, AND PATIENT CARE. | 2023 |
| UCLA JULES STEIN EYE INSTITUTE | LOS ANGELES, CA | $300,000 | SUPPORTING PROGRESSIVE PROGRAMS OF EYE RESEARCH, EDUCATION, AND PATIENT CARE | 2018 |
| MICHAEL J FOX FOUNDATION | NEW YORK, NY | $300,000 | PARKINSON'S RESEARCH | 2018 |
| UCLA JULES STEIN EYE INSTITUTE | LOS ANGELES, CA | $300,000 | SUPPORTING PROGRESSIVE PROGRAMS OF EYE RESEARCH, EDUCATION, AND PATIENT CARE | 2020 |
| MICHAEL J FOX FOUNDATION | NEW YORK, NY | $300,000 | PARKINSON'S RESEARCH | 2020 |
| MICHAEL J FOX FOUNDATION | NEW YORK, NY | $300,000 | PARKINSON'S RESEARCH | 2016 |
| UCLA JULES STEIN EYE INSTITUTE | LOS ANGELES, CA | $225,000 | SUPPORTING PROGRESSIVE PROGRAMS OF EYE RESEARCH, EDUCATION, AND PATIENT CARE | 2016 |
| BRAILLE INSTITUTE RANCHO MIRAGE | RANCHO MIRAGE, CA | $175,000 | ELIMINATE BARRIERS TO A FULFILLING LIFE FOR THOSE WITH BLINDNESS AND SEVRE SIGHT LOSS | 2018 |
| HUNTINGTON'S DISEASE SOCIETY OF AME | NEW YORK, NY | $175,000 | IMPROVING THE LIVES OF PEOPLE WITH HUNTINGTON'S DISEASE AND THEIR FAMILIES | 2018 |
| JF SHEA THERAPEUTIC RIDING CENTER | SAN JUAN CAPISTRANO, CA | $175,000 | PROVIDE THERAPEUTIC HORSEBACK RIDING FOR THE DISABLED | 2018 |
| BRAILLE INSTITUTE RANCHO MIRAGE | RANCHO MIRAGE, CA | $175,000 | ELIMINATE BARRIERS TO A FULFILLING LIFE FOR THOSE WITH BLINDNESS AND SEVRE SIGHT LOSS | 2020 |
| JF SHEA THERAPEUTIC RIDING CENTER | SAN JUAN CAPISTRANO, CA | $175,000 | PROVIDE THERAPEUTIC HORSEBACK RIDING FOR THE DISABLED | 2020 |
| HUNTINGTON'S DISEASE SOCIETY OF AME | NEW YORK, NY | $175,000 | IMPROVING THE LIVES OF PEOPLE WITH HUNTINGTON'S DISEASE AND THEIR FAMILIES | 2019 |
| JF SHEA THERAPEUTIC RIDING CENTER | SAN JUAN CAPISTRANO, CA | $175,000 | PROVIDE THERAPEUTIC HORSEBACK RIDING FOR THE DISABLED | 2019 |
| JF SHEA THERAPEUTIC RIDING CENTER | SAN JUAN CAPISTRANO, CA | $175,000 | PROVIDE THERAPEUTIC HORSEBACK RIDING FOR THE DISABLED. | 2022 |
| JF SHEA THERAPEUTIC RIDING CENTER | SAN JUAN CAPISTRANO, CA | $175,000 | PROVIDE THERAPEUTIC HORSEBACK RIDING FOR THE DISABLED. | 2023 |
| BRAILLE INSTITUTE RANCHO MIRAGE | RANCHO MIRAGE, CA | $175,000 | ELIMINATE BARRIERS TO A FULFILLING LIFE FOR THOSE WITH BLINDNESS AND SEVRE SIGHT LOSS | 2016 |
| HUNTINGTON'S DISEASE SOCIETY OF AME | NEW YORK, NY | $175,000 | IMPROVING THE LIVES OF PEOPLE WITH HUNTINGTON'S DISEASE AND THEIR FAMILIES | 2016 |
| JF SHEA THERAPEUTIC RIDING CENTER | SAN JUAN CAPISTRANO, CA | $175,000 | PROVIDE THERAPEUTIC HORSEBACK RIDING FOR THE DISABLED | 2016 |
| HUNTINGTON'S DISEASE SOCIETY OF AME | NEW YORK, NY | $150,000 | IMPROVING THE LIVES OF PEOPLE WITH HUNTINGTON'S DISEASE AND THEIR FAMILIES | 2020 |
| BOYS & GIRLS CLUB OF CAPISTRANO VALLEY | SAN JUAN CAPISTRANO, CA | $150,000 | HELP YOUNG PEOPLE REACH THEIR FULL POTENTIAL AS PRODUCTIVE AND RESPONSIBLE CARING INDIVIDUALS | 2023 |
| CALIFORNIA YOUTH SERVICES | LAGUNA HILLS, CA | $135,000 | MENTAL HEALTH TREATMENT, ALCOHOL, DRUG ABUSE, AND DELINQUENCY PREVENTION | 2023 |