The Holm Charitable Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Holm Charitable Trust. Data shown is extracted from Form 990-PF filings.
EIN: 22-6810538
Foundation Overview
Based in Jupiter, FL, The Holm Charitable Trust has awarded 38 grants totaling $435,500 to organizations in Florida, Texas and 4 other states across the US. Individual grants range from $100 to $40,000, with a median award of $1,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
4 of 8 recipients (50%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.
Geographic Focus
76% of all grants are concentrated in Florida, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Florida, funding concentrates in Jupiter (59%), Naples (14%), Boca Raton (7%).
Funding Trajectory
Moderate 40% growth trend over 8 years suggests stable and gradually increasing funding capacity. This positive trajectory indicates reliable grant-making resources and sustainable philanthropic commitment.
Program Areas
Dual focus on general purposes (75%) and education, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Holm Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Admirals Cove Cares Foundation | $40,000 | Jupiter, FL, US | Operating Expenses | 2024 |
| St Paul Orthodox Christian Church | $500 | Naples, FL, US | Operating Expenses | 2024 |
| Admirals Cove Cares Foundation | $40,000 | Jupiter, FL, US | Operating Expenses | 2024 |
| St Paul Orthodox Christian Church | $500 | Naples, FL, US | Operating Expenses | 2024 |
| Admirals Cove Cares Foundation | $40,000 | Jupiter, FL, US | Operating Expenses | 2024 |
| St Paul Orthodox Christian Church | $500 | Naples, FL, US | Operating Expenses | 2024 |
| Admirals Cove Cares Foundation | $40,000 | Jupiter, FL, US | Operating Expenses | 2024 |
| St Paul Orthodox Christian Church | $500 | Naples, FL, US | Operating Expenses | 2024 |
| Admirals Cove Cares Foundation | $26,000 | Jupiter, FL, US | Operating Expenses | 2023 |
| Admirals Cove Cares Foundation | $26,000 | Jupiter, FL, US | Operating Expenses | 2023 |
| Admirals Cove Cares Foundation | $30,000 | Jupiter, FL, US | Operating Expenses | 2022 |
| Greater Washington Community Foundation | $1,000 | Washington, DC, US | Operating Expenses | 2022 |
| Admirals Cove Cares Foundation | $30,000 | Jupiter, FL, US | Operating Expenses | 2022 |
| Greater Washington Community Foundation | $1,000 | Washington, DC, US | Operating Expenses | 2022 |
| Admirals Cove Cares Foundation | $30,000 | Jupiter, FL, US | Operating Expenses | 2022 |
| Greater Washington Community Foundation | $1,000 | Washington, DC, US | Operating Expenses | 2022 |
| Admirals Cove Cares Charity | $25,000 | Jupiter, FL, US | Operating Expense | 2021 |
| Admirals Cove Cares Charity | $700 | Jupiter, FL, US | Operating Expense | 2021 |
| American Federation Of Police & | $100 | Titusville, FL, US | Operating Expenses | 2021 |
| Admirals Cove Cares Charity | $20,000 | Jupiter, FL, US | Operating Expenses | 2020 |
| Salvation Army | $200 | Lutz, FL, US | Operating Expenses | 2020 |
| Hospice Of Lubbock | $500 | Lubbock, TX, US | Operating Expenses | 2020 |
| Arthritis Foundation | $500 | Washington, DC, US | Operating Expenses | 2020 |
| Admirals Cove Cares Charity | $20,000 | Jupiter, FL, US | Operating Expenses | 2018 |
| El Sol Jupiters Neighborhood Resour | $10,000 | Jupiter, FL, US | Operating Expenses | 2018 |
| George Snow Scholarship Fund | $1,000 | Boca Raton, FL, US | Scholarship | 2018 |
| Vitas Hospice Healthcare | $250 | Miami, FL, US | Operating Expenses | 2018 |
| Admirals Cove Cares Charity | $20,000 | Jupiter, FL, US | Operating Expenses | 2017 |
| Jafco | $150 | Bryn Mawr, PA, US | Operating Expenses | 2017 |
| The Salvation Army | $100 | Alexandria, VA, US | Operating Expenses | 2017 |
| The National Parkinson Foundation | $1,000 | Miami, FL, US | Operating Expenses | 2017 |
| Admirals Cove Cares Charity | $15,000 | Jupiter, FL, US | Operating Expenses | 2016 |
| Jupiter Medical Center | $5,000 | Jupiter, FL, US | Operating Expenses | 2016 |
| George Snow Scholarship Fund | $1,000 | Boca Raton, FL, US | Scholarship | 2016 |
| Hobe Sound Community Chest | $500 | Hobe Sound, FL, US | Operating Expenses | 2016 |
| Midland Foundation | $1,000 | North Branch, NJ, US | Operating Expenses | 2016 |
| Mmc Hospice Palliative Care | $500 | Morristown, NJ, US | Operating Expenses | 2016 |
| United Way Of Palm Beach | $6,000 | West Palm Beach, FL, US | Operating Expenses | 2016 |
Foundations Similar to The Holm Charitable Trust
Discover 5 foundations with comparable assets ($781,052-$785,904), similar grant patterns, and geographic focus in FL that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
The San Miguel Foundation Inc
EIN: 65-0939395 | 71 grants awarded |
$781,874
(≈ Similar) |
$500
median grant |
Key Biscayne, FL
Same state |
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|
Moore Family Foundation
EIN: 26-3912447 | 78 grants awarded |
$781,052
(≈ Similar) |
$2,000
median grant |
Coral Gables, FL
Same state |
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|
The Helen P Glimpse Charitable Foundation 0269167
EIN: 59-3340126 | 54 grants awarded |
$784,995
(≈ Similar) |
$669
median grant |
Saint Petersburg, FL
Same state |
|
|
Norman & Myrna Ricken Charitable Trust
EIN: 22-6420278 | 125 grants awarded |
$785,355
(≈ Similar) |
$2,000
median grant |
West Palm Beach, FL
Same state |
|
|
The Barbara And Neal Henschel Charitable Foundation Inc
EIN: 65-0735563 | 52 grants awarded |
$785,904
(≈ Similar) |
$1,250
median grant |
Boca Raton, FL
Same state |
|
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Contact Information
Official contact details for The Holm Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 22-6810538 |
| Website | N/A |
| Address | 340 EAGLE DR Jupiter, FL 33477-4066 |
Key People (2)
Board members, trustees, and key staff who oversee The Holm Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Gerald Holm |
|---|---|
| Trustee | Susan Holm |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for The Holm Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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