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HOLMES CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
HOLMES CHARITABLE FOUNDATION (EIN 36-4296450)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-28
IRS object ID
202642409349100709
Schema version
2025v4.0
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)
Return2026-08-28T12:32:23-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

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 Begin2025-01-01TaxPeriodBeginDt

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
Signature2026-08-24SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHANIE RUTHERPreparerPersonNm
PTINP01780336PTIN
Phone7603463861PhoneNum
Preparation2026-08-24PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$264,806FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$20,574ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,416InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,416InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,281DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,281DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$143,159NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$499,999GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$143,159CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$167,430TotalRevAndExpnssAmt
Total Net Invst Incm$146,856TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$10,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$5,000CompOfcrDirTrstNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,190AccountingFeesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$44,126TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$154OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$56,470TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,000TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$86,470TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,000TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$30,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$80,960ExcessRevenueOverExpensesAmt
Net Investment Income$141,856NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$176,526CashBOYAmt
Cash EOY$139,856CashEOYAmt
Cash EOYFMV$139,856CashEOYFMVAmt
Corporate Stock BOY$5,954CorporateStockBOYAmt
Corporate Stock EOY$123,584CorporateStockEOYAmt
Corporate Stock EOYFMV$124,950CorporateStockEOYFMVAmt
Total Assets BOY$182,480TotalAssetsBOYAmt
Total Assets EOY$263,440TotalAssetsEOYAmt
Total Assets EOYFMV$264,806TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$182,480RetainedEarningBOYAmt
Retained Earning EOY$263,440RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$182,480TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$263,440TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$182,480TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$263,440TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$182,480TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$80,960ExcessRevenueOverExpensesAmt
Subtotal$263,440SubtotalAmt
Tot Net Ast Or Fund Balances EOY$263,440TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyLANDENBURG THALMANN & COPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2025-01-01AcquiredDt
Sold2025-12-31SoldDt
Gross Sales Price$499,999GrossSalesPriceAmt
Cost Or Other Basis$356,840CostOrOtherBasisAmt
Gain Or Loss$143,159GainOrLossAmt
Gains Minus Excess Or Losses$143,159GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$143,159CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$143,159NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,972InvestmentIncomeExciseTaxAmt
Subtotal$1,972SubtotalAmt
Tax Based On Investment Income$1,972TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$436EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,200ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,636TotalPaymentsAndCreditsAmt
Tax Due$336TaxDueAmt

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 BUTTECO81224TRUSTEE000.00$10,000$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$30,000Expenses1Amt

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$123,234AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$113,817AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$237,051TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$237,051AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,556CashDeemedCharitableAmt
Net Vl Noncharitable Assets$233,495NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,675MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,675MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,972TaxBasedOnInvestmentIncomeAmt
Total Tax$1,972TotalTaxAmt
Distributable Before Adj$9,703DistributableBeforeAdjAmt
Distributable Before Ded$9,703DistributableBeforeDedAmt
Distributable As Adjusted$9,703DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,000ExpensesAndContributionsAmt
Qualifying Distributions$30,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,703DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,073ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,552ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$12,728ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$29,317ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$22,389ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$70,059TotalExcessDistributionCyovAmt
Qualifying Distributions$30,000QualifyingDistributionsAmt
Applied To Current Year$9,703AppliedToCurrentYearAmt
Remaining Distri From Corpus$20,297RemainingDistriFromCorpusAmt
Total Corpus$90,356TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,073ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$89,283ExcessDistriCyovToNextYrAmt
Excess From Year4$4,552ExcessFromYear4Amt
Excess From Year3$12,728ExcessFromYear3Amt
Excess From Year2$29,317ExcessFromYear2Amt
Excess From Year1$22,389ExcessFromYear1Amt
Excess From Current Year$20,297ExcessFromCurrentYearAmt

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/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILD HELP
6730 N SCOTTDALE RD ST150SCOTTSDALEAZ85253NONEPCHELP ABUSED CHILDREN$5,000
CRESTED BUTTE FILM FESTIVAL
PO BOX 1256CRESTED BUTTECO81224PCEDUCATIONAL SUPPORT$6,500
FRAXA RESEARCH FOUNDATION
10 PRINCE PI 203NEWBURYPORTMA01950NONEPCRESEARCH TO CURE FRAGILE X SYNDROME$1,000
HOPE FOR SILENT VOICES
310 FORSYTHIA DRDEERFEILDIL60015PCSUPPORT DISADVANTAGED GROUPS$1,000
LIVING JOURNEYS
PO BOX 2024CRESTED BUTTECO81224PCSUPPORT CANCER PATIENTS$16,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$29,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,416ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,281ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$143,159RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$3,697ExclusionAmt
Related Or Exempt Function Incm$143,159RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$146,856TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonH ROBERT HOLMESContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1991 BUSH CREEK RDAddressLine1Txt
CityCRESTED BUTTECityNm
State AbbreviationCOStateAbbreviationCd
ZIP81224ZIPCd
FieldValueIRS element (for citing)
Total Contributions$20,574TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,190Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockLADENBURG INVESTMENTSStockNm
EOY Book Value$123,584EOYBookValueAmt
EOYFMV$124,950EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
BANK CHARGES$154

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