Jerome J & Dorothy H Holz Fam Foundation 10192001
- Assets
- $19.0m
- Revenue
- $729.3k
- Investments
- $18.7m
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 05/2003
- Data as of
- 08/2024
- EIN
- 36-7368506
Organization Overview
Jerome J & Dorothy H Holz Fam Foundation 10192001 is located in Milwaukee, WI. The organization was established in 2003. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Jerome J & Dorothy H Holz Fam Foundation 10192001 is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 08/2024, Jerome J & Dorothy H Holz Fam Foundation 10192001 generated $729.3k in total revenue. This represents relatively stable growth, over the past 5 years the organization has increased revenue by an average of 2.8% each year. All expenses for the organization totaled $1.0m during the year ending 08/2024. While expenses have increased by 2.3% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Jerome J & Dorothy H Holz Fam Foundation 10192001 has awarded 249 individual grants totaling $4,135,891. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jerome J Weis Trustee-President | 2 | $700 | |
Barbara Holz Weis Trustee-Vice President | 2 | $700 | |
Judith Holz Stathas Trustee-Secretary | 2 | $700 | |
Traci S Weis Trustee | 2 | $700 | |
David Weis Trustee | 2 | $700 | |
William Stathas Trustee | 2 | $700 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $701,462 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $27,792 |
| Capital Gain Net Income | $27,792 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $729,254 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $5,600 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $16,902 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $3,415 |
| Total operating and administrative expenses | $146,992 |
| Contributions, gifts, grants paid | $880,382 |
| Total expenses and disbursements | $1,027,374 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $269,024 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $3,766,606 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $18,994,104 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Jerome J & Dorothy H Holz Fam Foundation 10192001 has awarded $880,382 in support to 65 organizations.
| Grant Recipient | Amount |
|---|---|
ACTS COMMUNITY DEVELOPMENT CORPORATION PURPOSE: HOMEOWNERSHIP PROGRAM | $5,000 |
ARTWORKS FOR MILWAUKEE PURPOSE: INTERNSHIP PROGRAMMING | $5,000 |
AUDIO AND BRAILLE LITERACY ENHANCEMENT INC PURPOSE: BRAILLE TRANSCRIPTION PROGRAM | $5,000 |
BELIEVE IN STUDENTS PURPOSE: FAST FUND IN MILWWAUKEE | $5,000 |
BOYS & GIRLS CLUBS OF GREATED MILWAUKEE INC PURPOSE: SPARK EARLY LITERACY PROGRAM | $5,000 |
BIG BROTHERS BIG SISTERS OF METRO MILW INC PURPOSE: MENTORING PROGRAM | $20,000 |