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Nonprofit · EIN 93-1220868

HOLMES-CSM FAMILY FOUNDATION

Tax-exempt · MINNEAPOLIS, MN 55415

Financials

$1.5M$1.1M2023$1.9M$1.1M2024$3.1M$1.2M2025
Revenue Expenses · by fiscal year end
Financials of HOLMES-CSM FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,083,976$1,216,418$1,867,558$21,754,118$0$21,754,118
December 31, 2024990-PF$1,934,223$1,120,060$814,163$19,887,027$124,000$19,763,027
December 31, 2023990-PF$1,457,677$1,099,376$358,301$19,072,864$859,000$18,213,864
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$562,685
Net gain from sales of assets
$2,508,400
Other income
$12,891

Expenses

Grants and similar amounts paid
$1,089,585
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,093,410
Excise tax on investment income
$41,581

Balance sheet and other

Total assets, start of year
$19,887,027
Total assets, end of year
$21,754,118
Total liabilities, end of year
$0
Net assets, end of year
$21,754,118
Fair market value of assets
$23,772,942
Qualifying distributions
$1,093,410
Net investment income
$3,083,976

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.

NameTitleHours / weekCompensation
GARY S HOLMES
500 WASHINGTON AVE SOUTH STE 3000, MINNEAPOLIS, MN 55415
CHAIRMAN/PRESIDENT/DIRECTO1$0
EUGENE M BOWAR
500 WASHINGTON AVE SOUTH STE 3000, MINNEAPOLIS, MN 55415
VICE PRESIDENT/DIRECTOR1$0
BRANDON AUDETTE
500 WASHINGTON AVE SOUTH STE 3000, MINNEAPOLIS, MN 55415
SECRETARY/TREASURER1$0
ROBERT DANN
500 WASHINGTON AVE SOUTH STE 3000, MINNEAPOLIS, MN 55415
DIRECTOR0$0
PETE MICHIELUTTI
500 WASHINGTON AVE SOUTH STE 3000, MINNEAPOLIS, MN 55415
DIRECTOR0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
GARY S HOLMES
500 WASHINGTON AVE SOUTH STE 3000, MINNEAPOLIS, MN 55415
CHAIRMAN/PRESIDENT/DIRECTO1$0
EUGENE M BOWAR
500 WASHINGTON AVE SOUTH STE 3000, MINNEAPOLIS, MN 55415
VICE PRESIDENT/DIRECTOR1$0
C WILLIAM FRANKE
500 WASHINGTON AVE SOUTH STE 3000, MINNEAPOLIS, MN 55415
DIRECTOR0$0
ROBERT DANN
500 WASHINGTON AVE SOUTH STE 3000, MINNEAPOLIS, MN 55415
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
GARY S HOLMES
500 WASHINGTON AVE SOUTH STE 3000, MINNEAPOLIS, MN 55415
CHAIRMAN/PRESIDENT/DIRECTO1$0
EUGENE M BOWAR
500 WASHINGTON AVE SOUTH STE 3000, MINNEAPOLIS, MN 55415
VICE PRESIDENT/DIRECTOR1$0
C WILLIAM FRANKE
500 WASHINGTON AVE SOUTH STE 3000, MINNEAPOLIS, MN 55415
DIRECTOR0$0
ROBERT DANN
500 WASHINGTON AVE SOUTH STE 3000, MINNEAPOLIS, MN 55415
DIRECTOR0$0

Address and contacts

Address (IRS master file)
500 WASHINGTON AVE S STE 3000, MINNEAPOLIS, MN 55415-1151
In care of
% CSM CORPORATION
Signed the 990-PF
BRANDON AUDETTE, TREASURER
Phone
(612) 395-7000
Return prepared by
FAMILY OFFICE SOLUTIONS

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
93-1220868
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
1997
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$21,754,118
Income (IRS master file)
$4,724,287

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$3,083,976$1,216,418$21,754,118IRS
990-PFDecember 2024$1,934,223$1,120,060$19,887,027IRS
990-PFDecember 2023$1,457,677$1,099,376$19,072,864XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 93-1220868).

Questions about HOLMES-CSM FAMILY FOUNDATION

What is the EIN of HOLMES-CSM FAMILY FOUNDATION?
The employer identification number (EIN) of HOLMES-CSM FAMILY FOUNDATION is 93-1220868.
Is HOLMES-CSM FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to HOLMES-CSM FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HOLMES-CSM FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HOLMES-CSM FAMILY FOUNDATION 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 HOLMES-CSM FAMILY FOUNDATION 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 HOLMES-CSM FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does HOLMES-CSM FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,083,976, expenses of $1,216,418 and total assets of $21,754,118 at year end.

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