· Private foundation
The William & Margaret Fern Holmes Family Foundation
Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
What you funded, over time
By grantee IRS cause code (NTEE).
A cause breakdown isn’t shown here: 47% of THE WILLIAM & MARGARET FERN HOLMES FAMILY FOUNDATION’s grantee dollars fall outside its nine largest cause areas, whether because the recipient carries no IRS cause code or because its cause sits in the long tail. A chart would be mostly one residual band and misrepresent the portfolio.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2024
- $10k–50k2 grants · $45k
- $50k–250k3 grants · $526k
- $250k+2 grants · $830k
| Recipient | Amount |
|---|---|
| MICHAEL J FOX FOUNDATION | $415,000 |
| USC ROSKI EYE INSTITUTE | $415,000 |
| BOYS & GIRLS CLUB OF CAPISTRANO VALLEY | $175,500 |
| CALIFORNIA YOUTH SERVICES | $175,200 |
| JF SHEA THERAPEUTIC RIDING CENTER | $175,000 |
| HUNTINGTON'S DISEASE SOCIETY OF AMERICA | $25,000 |
| ROTARY CLUB OF SAN JUAN CAPISTRANO | $20,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY20–24, $585k) land where the poverty rate runs at 10%, against an area that typically sits at 11%. 0% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
10 repeat relationships — 5 still active in FY2024, 5 since wound down; 2 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Still filing today
New vs renewed · share of each year
In FY2024, 69% of grant dollars renewed an existing relationship; $440k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH7× · 2018–2024 · $2.5M · revenue +313%- JSJF SHEA THERAPEUTIC RIDING CENTER INC FKA FRAN JOSWICK THERAP RIDING CTR INC7× · 2018–2024 · $1.2M · revenue +82%
- HDHUNTINGTON'S DISEASE SOCIETY OF AMERICA INC6× · 2018–2023 · $700k · revenue +11%
Funded once
- URUSC ROSKI EYE INSTITUTEone grant, 2024 · $415k
- HDHUNTINGTON'S DISEASE SOCIETY OF AMERICAone grant, 2024 · $25k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
6 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 6 of the 12 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH ↗
- Who funds JF SHEA THERAPEUTIC RIDING CENTER INC FKA FRAN JOSWICK THERAP RIDING CTR INC ↗
- Who funds HUNTINGTON'S DISEASE SOCIETY OF AMERICA INC ↗
- Who funds California Youth Services ↗
- Who funds BOYS & GIRLS CLUBS OF CAPISTRANO VALLEY ↗
- Who funds ROTARY CLUB OF SAN JUAN CAPISTRANO ↗
Government reliance of your grantees
Every dot is one organization The William & Margaret Fern Holmes Family Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.
Warm introductions · Powered by PlinthPlus
How do I get to The William & Margaret Fern Holmes Family Foundation?
Find your warmest path to The William & Margaret Fern Holmes Family Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.
Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.