Nonprofit · EIN 22-6810538
HOLM CHARITABLE TR
Also known as HOLM GERALD L ET AL TTEE
Tax-exempt · JUPITER, FL 33477
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $32,652 | $3,294 | $29,358 | $477,180 | $0 | $477,180 |
| December 31, 2024 | 990-PF | $32,371 | $42,674 | -$10,303 | $445,198 | $0 | $445,198 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $32,652
Expenses
- Grants and similar amounts paid
- $1,000
- Disbursements for charitable purposes
- $1,000
- Excise tax on investment income
- $471
Balance sheet and other
- Total assets, start of year
- $445,198
- Total assets, end of year
- $477,180
- Total liabilities, end of year
- $0
- Net assets, end of year
- $477,180
- Fair market value of assets
- $908,174
- Qualifying distributions
- $1,000
- Net investment income
- $33,903
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD HOLM 340 EAGLE DRIVE, JUPITER, FL 33477 | Trustee | 0 | $0 |
| SUSAN HOLM 340 EAGLE DRIVE, JUPITER, FL 33477 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD HOLM 340 EAGLE DRIVE, JUPITER, FL 33477 | Trustee | 0 | $0 |
| SUSAN HOLM 340 EAGLE DRIVE, JUPITER, FL 33477 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 340 EAGLE DR, JUPITER, FL 33477-4066
- In care of
- % GERALD L HOLM
- Signed the 990-PF
- GERALD HOLM, Trustee
- Phone
- (561) 386-8317
- Return prepared by
- FUOCO GROUP LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 22-6810538
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $477,180
- Income (IRS master file)
- $32,652
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $33,422 | $28,157 | $452,184 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about HOLM CHARITABLE TR
- What is the EIN of HOLM CHARITABLE TR?
- The employer identification number (EIN) of HOLM CHARITABLE TR is 22-6810538.
- Is HOLM CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to HOLM CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HOLM CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HOLM CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOLM CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HOLM CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does HOLM CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $32,652, expenses of $3,294 and total assets of $477,180 at year end.
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