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Nonprofit · EIN 27-3063777

HOLCE FAMILY FOUNDATION

Tax-exempt · PORTLAND, OR 97201

Financials

$229K$70K2023$234K$112K2024
Revenue Expenses · by fiscal year end
Financials of HOLCE FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$233,906$112,138$121,768$1,895,667$4,266$1,891,401
December 31, 2023990-PF$228,608$70,269$158,339$1,773,952$4,319$1,769,633
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$53,856
Interest
$6
Net gain from sales of assets
$180,044

Expenses

Grants and similar amounts paid
$80,000
Disbursements for charitable purposes
$102,003
Excise tax on investment income
$3,208

Balance sheet and other

Total assets, start of year
$1,773,952
Total assets, end of year
$1,895,667
Total liabilities, end of year
$4,266
Net assets, end of year
$1,891,401
Fair market value of assets
$2,196,871
Qualifying distributions
$102,003
Net investment income
$233,906

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
KENT HOLCE
C/O MWASSNOTONKONCORP888SW5TH, PORTLAND, OR 97204
PRESIDENT1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
KENT HOLCE
C/O MWASSONTONKONORP888SW5TH1600, PORTLAND, OR 97204
PRESIDENT1$0
KAREN HOLCE
C/O MWASSONTONKONORP888SW5TH1600, PORTLAND, OR 97204
EXECUTIVE DI1$0
ROBERT WIGGINS
C/O MWASSONTONKONORP888SW5TH1600, PORTLAND, OR 97204
SECRETARY1$0
MILT MITTELSTEDT
C/O MWASSONTONKONTORP888SW5TH1600, PORTLAND, OR 97204
TREASURER1$0

Address and contacts

Address (IRS master file)
1330 SW 5TH AVE STE 2400, PORTLAND, OR 97201-0000
In care of
% MWASSON TONKONTORP
Signed the 990-PF
KENT HOLCE, PRESIDENT
Phone
(503) 349-8496
Return prepared by
DILORENZO & COMPANY LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
27-3063777
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
2010
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Human services (P12)
Assets (IRS master file)
$1,895,667
Income (IRS master file)
$485,603

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$233,906$112,138$1,895,667XML
990-PFDecember 2023$228,608$70,269$1,773,952XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 27-3063777).

Questions about HOLCE FAMILY FOUNDATION

What is the EIN of HOLCE FAMILY FOUNDATION?
The employer identification number (EIN) of HOLCE FAMILY FOUNDATION is 27-3063777.
Is HOLCE FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to HOLCE FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HOLCE FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HOLCE FAMILY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HOLCE FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of HOLCE FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does HOLCE FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $233,906, expenses of $112,138 and total assets of $1,895,667 at year end.

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