JOHN AND MILDRED HOLMES FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: JOHN AND MILDRED HOLMES FAMILY FOUNDATION (EIN 31-1645204)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-15
IRS object ID: 202223199349102237
Schema version: 2021v4.2
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
Form 990-PF
Accounting Fees Schedule
All Oth Prog Rltd Investments Sch
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Other Assets Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-15T09:49:51-06:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	741067601	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MOHLE ADAMS LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3900 ESSEX LANE SUITE 1000	AddressLine1Txt
City	HOUSTON	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	77027	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	311645204	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JOHN & MILDRED HOLMES FAMILY FOUNDATION	BusinessNameLine1Txt
Business Name Line2	C/O LEGACY TRUST CO	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	JOHN	BusinessNameControlTxt
Phone	7136518800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1471	AddressLine1Txt
City	HOUSTON	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	772511471	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SARAH SNOOK	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	7136518800	PhoneNum
Signature	2022-11-04	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	SARAH	PersonFirstNm
Person Last	SNOOK	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	RONALD D PERRY	PreparerPersonNm
PTIN	P00736341	PTIN
Phone	7136291381	PhoneNum
Preparation	2022-11-05	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$6,722,807	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$114,534	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$114,534	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$66,579	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$66,579	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$66,579	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$181,113	TotalRevAndExpnssAmt
Total Net Invst Incm	$181,113	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$4,100	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,050	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$2,050	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$11,141	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$11,141	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$147	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$147	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$22,364	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$11,182	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm	$0	TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$11,182	TravConfMeetingDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$37,752	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$24,520	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$13,232	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$254,400	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$254,400	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$292,152	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$24,520	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$267,632	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$111,039	ExcessRevenueOverExpensesAmt
Net Investment Income	$156,593	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$26,267	CashBOYAmt
Cash EOY	$26,267	CashEOYAmt
Cash EOYFMV	$26,267	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$375,162	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$250,018	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$250,018	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$7,036	AcctRcvblAmt
Acct Rcvbl BOY	$2,545	AcctRcvblBOYAmt
Acct Rcvbl EOY	$7,036	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$7,036	AcctRcvblEOYFMVAmt
Corporate Stock BOY	$1,970,167	CorporateStockBOYAmt
Corporate Stock EOY	$1,970,167	CorporateStockEOYAmt
Corporate Stock EOYFMV	$4,911,125	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$1,102,953	CorporateBondsBOYAmt
Corporate Bonds EOY	$1,102,953	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$1,129,329	CorporateBondsEOYFMVAmt
Other Assets BOY	$244,510	OtherAssetsBOYAmt
Other Assets EOY	$254,124	OtherAssetsEOYAmt
Other Assets EOYFMV	$399,032	OtherAssetsEOYFMVAmt
Total Assets BOY	$3,721,604	TotalAssetsBOYAmt
Total Assets EOY	$3,610,565	TotalAssetsEOYAmt
Total Assets EOYFMV	$6,722,807	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$1,848,417	CapitalStockBOYAmt
Capital Stock EOY	$1,848,417	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$1,873,187	RetainedEarningBOYAmt
Retained Earning EOY	$1,762,148	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$3,721,604	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,610,565	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,721,604	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,610,565	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,721,604	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$111,039	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$3,610,565	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$3,610,565	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
LEGACY VALUE PARTNERS LP	P	$9,615	$9,615	$9,615
CAPITAL GAINS DIVIDENDS	P	$56,964	$56,964	$56,964

Field	Value	IRS element (for citing)
Capital Gain Net Income	$66,579	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2,177	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$2,177	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$2,177	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$4,830	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$4,830	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$2,653	OverpaymentAmt
Applied To ES Tax	$2,653	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	TX	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	SARAH SNOOK	IndividualWithBooksNm
Phone	7136518800	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1471	AddressLine1Txt
City	HOUSTON	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	772511471	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
ELEANOR JOHNSON
C/O LEGACY TRUST PO BOX 1471	HOUSTON	TX	77251	DIRECTOR	1.00	$0	$0	$0
LUCY H ORENS
C/O LEGACY TRUST PO BOX 1471	HOUSTON	TX	77251	DIRECTOR	1.00	$0	$0	$0
SARH SNOOK
C/O LEGACY TRUST PO BOX 1471	HOUSTON	TX	77251	SECRETARY / TREASURER	1.00	$0	$0	$0
CARTER CRITES
C/O LEGACY TRUST PO BOX 1471	HOUSTON	TX	77251	DIRECTOR	1.00	$0	$0	$0
BETTY HOLMES
C/O LEGACY TRUST PO BOX 1471	HOUSTON	TX	77251	DIRECTOR	1.00	$0	$0	$0
JOHN B HOLMES III
C/O LEGACY TRUST PO BOX 1471	HOUSTON	TX	77251	VICE-PRESIDENT / DIRECTOR	1.00	$0	$0	$0
MILDRED H BRIDGES
C/O LEGACY TRUST PO BOX 1471	HOUSTON	TX	77251	DIRECTOR	1.00	$0	$0	$0
JENNIFER G HOLMES
C/O LEGACY TRUST PO BOX 1471	HOUSTON	TX	77251	PRESIDENT / DIRECTOR	1.00	$0	$0	$0
KATHERINE CRITES
C/O LEGACY TRUST PO BOX 1471	HOUSTON	TX	77251	DIRECTOR	1.00	$0	$0	$0
PETER B JOHNSON
C/O LEGACY TRUST PO BOX 1471	HOUSTON	TX	77251	DIRECTOR	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
All Other Program Rltd Invst Tot	$0	AllOtherProgramRltdInvstTotAmt
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$6,104,839	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$243,081	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$7,036	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$6,354,956	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$6,354,956	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$95,324	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$6,259,632	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$312,982	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$312,982	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,177	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,177	TotalTaxAmt
Distributable Before Adj	$310,805	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$310,805	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$310,805	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$267,632	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$267,632	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$310,805	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr2	$27,091	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$27,091	TotalExcessDistributionCyovAmt
Qualifying Distributions	$267,632	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$267,632	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$27,091	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$27,091	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$16,082	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	Province Or StateRecipientForeignAddress/ProvinceOrStateNm	CountryRecipientForeignAddress/CountryCd
ANDERS LANSON TOICH FUND
721 BROAD STREET APT 705	CHATTANOOGA	TN	37402	NONE	PUBLIC CHARITY	GENERAL CHARITABLE PURPOSES	$10,000
ASPCA
PO BOX 96929	WASHINGTON	DC	20090	NONE	PUBLIC CHARITY	GENERAL CHARITABLE PURPOSES	$1,250
BELLVILLE VOLUNTEER FIRE DEPT
PO BOX 1109	BELLVILLE	TX	77418	NONE	PUBLIC CHARITY	KENNEY STATION	$5,000
CANCER RESEARCH INSTITUTE
29 BROADWAY 4TH FLOOR	NEW YORK	NY	10006	NONE	PUBLIC CHARITY	GENERAL CHARITABLE PURPOSES	$5,000
CENTER FOR GROUP STUDIES
107 W 82ND ST P103	NEW YORK	NY	10024	NONE	PUBLIC CHARITY	GENERAL CHARITABLE PURPOSES	$12,500
COLORADO RIVER SCHOOL
3260 S FRANKLIN ST	ENGLEWOOD	CO	80113	NONE	PUBLIC CHARITY	GENERAL CHARITABLE PURPOSES	$25,000
COLORADO PUBLIC RADIO
BRIDGES BROADCAST CENTER ATTNMEMBER	CENTENNIAL	CO	80112	NONE	PUBLIC CHARITY	GENERAL CHARITABLE PURPOSES	$2,500	HIP 7409 SOUTH ALTON COURT
FIRST STEP HOUSE OF ORANGE COUNTY
PO BOX 1904	COSTA MESA	CA	92628	NONE	PUBLIC CHARITY	GENERAL CHARITABLE PURPOSES	$25,000
GIRLS OPPORTUNITY ALLIANCE GROUP
THE OBAMA PRESIDENTIAL CENTER 6401	CHICAGO	IL	60637	NONE	PUBLIC CHARITY	GENERAL CHARITABLE PURPOSES	$10,000	S STONY IS AVE
HOSPICE AUSTIN
4107 SPICEWOOD SPRINGS RD SUITE 100	AUSTIN	TX	78759	NONE	PUBLIC CHARITY	GENERAL CHARITABLE PURPOSES	$15,000
HOUSTON ZEN CENTER
1605 HEIGHTS BLVD	HOUSTON	TX	77008	NONE	PUBLIC CHARITY	MARGARET AUSTIN CENTER	$25,000
LIFEWORKS AUSTIN
3700 SOUTH 1ST STREET	AUSTIN	TX	78704	NONE	PUBLIC CHARITY	GENERAL CHARITABLE PURPOSES	$3,000
MOUNT SINAL HOSPITAL
OFFICE OF DEVELOPMENT ONE GUSTAVE L	NEW YORK	NY	10029	NONE	PUBLIC CHARITY	GENERAL CHARITABLE PURPOSES	$2,500	LEVY PLACE BOX 1049
NOLS
284 LINCOLN STREET	LANDER	WY	82520	NONE	PUBLIC CHARITY	GENERAL CHARITABLE PURPOSES	$15,000
NATIONAL PUBLIC RADIO (NPR)
1111 N CAPITOL ST NE	WASHINGTON	DC	20002	NONE	PUBLIC CHARITY	GENERAL CHARITABLE PURPOSES	$2,500
OLD ROAD FUND
				NONE	PUBLIC CHARITY	GENERAL CHARITABLE PURPOSES	$11,900		PO BOX 494	STJOHNS	ANTIGUA	AC
RONALD MCDONALD HOUSE
1315 BARBARA JORDAN BLVD	AUSTIN	TX	78723	NONE	PUBLIC CHARITY	GENERAL CHARITABLE PURPOSES	$17,000
SHOAL CREEK CONSERVANCY
PO BOX 11520	AUSTIN	TX	78711	NONE	PUBLIC CHARITY	GENERAL CHARITABLE PURPOSES	$15,000
THE LYNNE LAUB FUND
C/O ANDREW L COHEN CITIBANK 171	NEW YORK	NY	10021	NONE	PUBLIC CHARITY	GENERAL CHARITABLE PURPOSES	$12,500	EAST 72 ND ST
THE TRAIL FOUNDATION
PO BOX 5195	AUSTIN	TX	78763	NONE	PUBLIC CHARITY	GENERAL CHARITABLE PURPOSES	$5,000
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVD	STATEN ISLAND	NY	10306	NONE	PUBLIC CHARITY	GENERAL CHARITABLE PURPOSES	$1,250
UNITED WAY OF NYC
205 EAST 42ND STREET	NEW YORK	NY	10027	NONE	PUBLIC CHARITY	COVID-19 COMMUNITY FUND	$10,000
VAIL VALLEY FOUNDATION
PO BOX 6550	AVON	CO	81620	NONE	PUBLIC CHARITY	VAIL VALLEY COMMUNITY FUND	$10,000
VAIL VALLEY FOUNDATION
PO BOX 6550	AVON	CO	81620	NONE	PUBLIC CHARITY	YOUTH POWER 365	$10,000
VAIL VALLEY MOUNTAIN TRAILS ALLIANCE
PO BOX 3986	AVON	CO	81620		PUBLIC CHARITY	GENERAL CHARITABLE PURPOSES	$2,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$254,400	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$114,534	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$66,579	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$181,113	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$181,113	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEE	CategoryTxt
Amt	$4,100	Amt
Net Investment Income	$2,050	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$2,050	DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Desc	N/A	Desc
Amt	$0	Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	SECURITIES - BONDS	BondNm
EOY Book Value	$1,102,953	EOYBookValueAmt
EOYFMV	$1,129,329	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	SECURITIES - STOCKS	StockNm
EOY Book Value	$1,970,167	EOYBookValueAmt
EOYFMV	$4,911,125	EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	PARTNERSHIP: LEGACY VALUE PARTNERS LP	Desc
BOY Book Value	$244,510	BOYBookValueAmt
EOY Book Value	$254,124	EOYBookValueAmt
EOYFMV	$399,032	EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TRUSTEE FEE	$8,453	$8,453	$0	$0
LEGACY VALUE PARTNERS ADMIN EXP	$2,688	$2,688	$0	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES	CategoryTxt
Amt	$147	Amt
Net Investment Income	$147	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

JOHN AND MILDRED HOLMES FAMILY FOUNDATION: Form 990PF, tax year 2021

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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