Civic Intelligence

Holmes Foundation Inc.

990PF • Fiscal year 2024 • EIN 13-1946867

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 04, 2025

Organization Profile
3111 Cardinal Drive Suite BVero Beach, FL 32963

(772) 231-6900

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

90th percentile

59%

Higher net margin than 90% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

67th percentile

9.4%

Faster asset growth than 67% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

76%

Faster revenue growth than 84% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$1,547,146

Up $132,763 (+9.4%) from 2023

Net Assets

Up

$1,547,146

Up $132,763 (+9.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin90th percentile

Revenue

Up

$224,065

Up $96,757 (+76%) from 2023

Expenses

Down

$91,302

Down $9,071 (-9.0%) from 2023

Net Income

Up

$132,763

Up $105,828 (+393%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,476,614Liabilities 2011: $02011Assets 2012: $1,469,400Liabilities 2012: $02012Assets 2013: $1,442,430Liabilities 2013: $02013Assets 2014: $1,462,122Liabilities 2014: $02014Assets 2015: $1,413,297Liabilities 2015: $02015Assets 2017: $1,337,710Liabilities 2017: $0Net Assets 2017: $1,337,7102017Assets 2018: $1,278,889Liabilities 2018: $0Net Assets 2018: $1,278,8892018Assets 2019: $1,690,055Liabilities 2019: $0Net Assets 2019: $1,690,0552019Assets 2020: $1,829,213Liabilities 2020: $0Net Assets 2020: $1,829,2132020Assets 2021: $1,985,713Liabilities 2021: $0Net Assets 2021: $1,985,7132021Assets 2022: $1,644,895Liabilities 2022: $0Net Assets 2022: $1,644,8952022Assets 2023: $1,414,383Liabilities 2023: $0Net Assets 2023: $1,414,3832023Assets 2024: $1,547,146Liabilities 2024: $0Net Assets 2024: $1,547,1462024

Highlighted filing

2024

Assets$1,547,146
Liabilities$0
Net Assets$1,547,146
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2011: $88,757Expenses 2011: $126,452Net Income 2011: -$37,6952011Revenue 2012: $119,625Expenses 2012: $126,839Net Income 2012: -$7,2142012Revenue 2013: $115,692Expenses 2013: $142,662Net Income 2013: -$26,9702013Revenue 2014: $161,405Expenses 2014: $141,713Net Income 2014: $19,6922014Revenue 2015: $81,095Expenses 2015: $129,920Net Income 2015: -$48,8252015Revenue 2017: $44,631Expenses 2017: $114,718Net Income 2017: -$70,0872017Revenue 2018: $150,437Expenses 2018: $116,076Net Income 2018: $34,3612018Revenue 2019: $98,571Expenses 2019: $117,049Net Income 2019: -$18,4782019Revenue 2020: $94,003Expenses 2020: $105,645Net Income 2020: -$11,6422020Revenue 2021: $139,878Expenses 2021: $119,079Net Income 2021: $20,7992021Revenue 2022: $79,905Expenses 2022: $107,055Net Income 2022: -$27,1502022Revenue 2023: $127,308Expenses 2023: $100,373Net Income 2023: $26,9352023Revenue 2024: $224,065Expenses 2024: $91,302Net Income 2024: $132,7632024

Highlighted filing

2024

Revenue$224,065
Expenses$91,302
Net Income$132,763
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 4, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAY TYLER HOLMESPresident-$0--
CLAUDETTE HOLMESDirector-$0--
PHIL FIOREDirector-$0--
MIRIAM W HOLMESDirector-$0--
CORTNEY H RIDENSVice President Treasurer-$0--
KATELYN HOLMESMember-$0--
MATT RIDENSDirector-$0--
BECKETT C HORNERSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFOOD BANK OF THE ROCKIESGENERALPCDENVER, CO, US$20,000
Paid GrantCENTAURUS MONARCH COMMUNITY SCOLARSHIPGENERALPCLOUISVILLE, CO, US$15,000
Paid GrantCOZY COATS FOR KIDSGENERALPCBOULDER, CO, US$5,000
Paid GrantI HAVE A DREAM FOUNDATIONGENERALPCBOULDER, CO, US$5,000
Paid GrantPROCYON STRONG FOUNDATIONGENERALPCSHELTON, CT, US$5,000
Paid GrantCOLORADO OUTWARD BOUND SCHOOGENERALPCLEADVILLE, CO, US$5,000
Paid GrantVOLUNTEERS OF AMERICAGENERALPCEDEN PRAIRE, MN, US$5,000
Filing and Contact Details

Filer

Filer Name
Holmes Foundation Inc
EIN
13-1946867
Phone
7722316900
Address
3111 CARDINAL DRIVE SUITE B, VERO BEACH, FL 32963

Signing Officer

Name
Jay Tyler Holmes
Title
President
Phone
7722316900
Signed
2025-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
6 RESEARCH DRIVE SUITE 450, SHELTON, CT 06484
Preparer
Sandra D Callanan
Phone
2033665876
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt059731
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0164334
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0224065
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0224065
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0164334
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt060000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt059731
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt059731
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0132763
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01201232
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01788
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03576
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0164334
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0204666
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt019209
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt019209
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0190
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02517
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt061788
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt019399
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt091302
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0224065
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0224065
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01788
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt019399
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt031302
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0587257
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1449641
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt062216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1101402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt062216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1101402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0649473
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1551043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0164334
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0132763
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01547146
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01414383
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01547146
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt089037
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt089037
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt089037
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt091882
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02845
IRS990PF/DistributableAmountGrp/TotalTaxAmt02845
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt038
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01600
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02845
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02845
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02845
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01283
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01600
IRS990PF/FMVAssetsEOYAmt01870449
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01213
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08301
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08301
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0524405
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0770630
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01061436
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0880124
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0752558
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0785055
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt01414383
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01547146
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt08641
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt015657
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt015657
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01414383
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01547146
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01870449
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01414383
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01547146
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01414383
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01547146
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01865627
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt015601
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01850026
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt027984
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt091882
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01837643
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01865627
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAY TYLER HOLMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CLAUDETTE HOLMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PHIL FIORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MIRIAM W HOLMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4CORTNEY H RIDENS

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,547,146
Liabilities
$0
Net assets
$1,547,146
Revenue
$224,065
Expenses
$91,302
Net income
$132,763
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.22$0.09$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.13$0.10$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.08$0.11$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.14$0.12$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.09$0.11$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.10$0.12$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.15$0.12$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.04$0.11$0.07
2015Summary only. Only limited summary data is available for this year.$1.41$0.00$0.08$0.13$0.05
2014Summary only. Only limited summary data is available for this year.$1.46$0.00$0.16$0.14$0.02
2013Summary only. Only limited summary data is available for this year.$1.44$0.00$0.12$0.14$0.03
2012Summary only. Only limited summary data is available for this year.$1.47$0.00$0.12$0.13$0.01
2011Summary only. Only limited summary data is available for this year.$1.48$0.00$0.09$0.13$0.04