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HOLMES CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
HOLMES CHARITABLE FOUNDATION (EIN 36-4296450)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-23
IRS object ID
202341439349100514
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-23T14:07:07-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953503404PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GODECKE CLARKBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line144875 DEEP CANYON RD STE 1AddressLine1Txt
CityPALM DESERTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP922603721ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364296450EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HOLMES CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHOLMBusinessNameControlTxt
Phone7609021738PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5044AddressLine1Txt
CityCRESTED BUTTECityNm
State AbbreviationCOStateAbbreviationCd
ZIP81224ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonH ROBERT HOLMESPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7609021738PhoneNum
Signature2023-05-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstH ROBERTPersonFirstNm
Person LastHOLMESPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHANIE RUTHERPreparerPersonNm
PTINP01780336PTIN
Phone7603463861PhoneNum
Preparation2023-05-23PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$250,184FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$290InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$290InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,361DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,361DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$37,442NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$815,254GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$37,442CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$39,093TotalRevAndExpnssAmt
Total Net Invst Incm$39,093TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,100AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$65OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$65OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$160InterestRevAndExpnssAmt
Interest Net Invst Incm$160InterestNetInvstIncmAmt
Taxes Rev And Expnss$2,519TaxesRevAndExpnssAmt
Taxes Net Invst Incm$19TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$397OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$397OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,241TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$641TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$23,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$23,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$27,991TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$641TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$23,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,102ExcessRevenueOverExpensesAmt
Net Investment Income$38,452NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$184,679CashBOYAmt
Cash EOY$250,184CashEOYAmt
Cash EOYFMV$250,184CashEOYFMVAmt
Total Assets BOY$184,679TotalAssetsBOYAmt
Total Assets EOY$250,184TotalAssetsEOYAmt
Total Assets EOYFMV$250,184TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$184,679RetainedEarningBOYAmt
Retained Earning EOY$250,184RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$184,679TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$250,184TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$184,679TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$250,184TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$184,679TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,102ExcessRevenueOverExpensesAmt
Other Increases$54,403OtherIncreasesAmt
Subtotal$250,184SubtotalAmt
Tot Net Ast Or Fund Balances EOY$250,184TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
LADENBURG THALMANN & CO STP$811,793$764,785$47,008$47,008
LADENBURG THALMANN & CO LTP$3,461$13,027-$9,566-$9,566
FieldValueIRS element (for citing)
Capital Gain Net Income$37,442CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$37,442NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$534InvestmentIncomeExciseTaxAmt
Subtotal$534SubtotalAmt
Tax Based On Investment Income$534TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,636EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,636TotalPaymentsAndCreditsAmt
Overpayment$2,102OverpaymentAmt
Applied To ES Tax$2,102AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGODECKE CLARKIndividualWithBooksNm
Phone7603438691PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line144875 DEEP CANYON ROAD STE 1AddressLine1Txt
CityPALM DESERTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92260ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
H ROBERT HOLMES
PO BOX 5044 - 991 BUSH CREEK RDCRESTED BUTTECO81224TRUSTEE0.00$0$0$0
DEBRA J HOLMES
PO BOX 5044 - 991 BRUSH CREEK RDCRESTED BUTTECO81224TRUSTEE000.00$0$0$0
KELLY ELIZABETH HOLMES
PO BOX 5044 - 991 BRUSH CREEK RDCRESTED BUTTECO81224TRUSTEE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PROVIDE SUPPORT OF VARIOUS EDUCATIONAL AND SOCIAL ECONOMIC FOUNDATIONS THROUGH PUBLIC CHARITABLE ORGANIZATIONSDescription1Txt
Expenses1$23,750Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$100,055AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$134,577AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$234,632TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$234,632AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,519CashDeemedCharitableAmt
Net Vl Noncharitable Assets$231,113NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,556MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,556MinimumInvestmentReturnAmt
Tax Based On Investment Income$534TaxBasedOnInvestmentIncomeAmt
Total Tax$534TotalTaxAmt
Distributable Before Adj$11,022DistributableBeforeAdjAmt
Distributable Before Ded$11,022DistributableBeforeDedAmt
Distributable As Adjusted$11,022DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$23,750ExpensesAndContributionsAmt
Qualifying Distributions$23,750QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,022DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$19,643ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,451ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,469ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,073ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,552ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$38,188TotalExcessDistributionCyovAmt
Qualifying Distributions$23,750QualifyingDistributionsAmt
Applied To Current Year$11,022AppliedToCurrentYearAmt
Remaining Distri From Corpus$12,728RemainingDistriFromCorpusAmt
Total Corpus$50,916TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$19,643ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$31,273ExcessDistriCyovToNextYrAmt
Excess From Year4$3,451ExcessFromYear4Amt
Excess From Year3$9,469ExcessFromYear3Amt
Excess From Year2$1,073ExcessFromYear2Amt
Excess From Year1$4,552ExcessFromYear1Amt
Excess From Current Year$12,728ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
HOPE FOR SILENT VOICES
310 FORSYTHIA DRDEERFEILDIL60015SUPPORT DISADVANTAGED GROUPS$11,500
FIND FOOD BANK
83775 CITRUS AVEINDIOCA92201GENERAL CHARITABLE SUPPORT$10,000
CRESTED BUTTE FILM FESTIVAL
PO BOX 1256CRESTED BUTTECO81224EDUCATIONAL SUPPORT$1,000
PILGRIMS HOSPICE SOCIETY
CARE FOR TERMINAL ILLNESS$5009808 148 STREETEDMONTONALBERTACAT5N 3E8
CRESTED BUTTE FOOD PANTRY
625 MAROON AVECRESTED BUTTECO81224GENERAL CHARITABLE SUPPORT$750
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$23,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$290ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,361ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$37,442ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$39,093ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$39,093TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,100Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
BANK CHARGES$397$397

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS/(LOSSES)Desc
Amt$54,403Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEECategoryTxt
Amt$65Amt
Net Investment Income$65NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
TAXES ON INVESTMENT INCOME$2,500
FOREIGN TAX PAID$19$19

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