Grant Application Procedure
Completed grant applications are accepted each year between January 1st and May 1st. Without exception, grant applications received between May 2nd and December 31st will not be considered. Additional information and/or clarification may be requested prior to final grant determinations.
Completed grant applications are reviewed annually by the trustees at our summer meeting, generally held in June or early July. If your grant application is approved, a check will be issued in August. Grant Acknowledgement Forms will be mailed with grant checks. All grantees are required to sign and return the Grant Acknowledgment Form immediately after the check is received.
Eligible Organizations
Grants are made only to operating non-profit organizations exempt from Federal taxation under the Internal Revenue Code.
Applicant organizations must confirm status as an Equal Opportunity Employer that complies with all laws and regulations prohibiting employment or other discrimination.
Applicant organizations must affirm a commitment not to discriminate against any employee, applicant for employment, customer, volunteer or any person eligible for services by their organization because of age, race, religion, color, handicap, sex, physical condition, developmental disability, gender identity and expression, sexual orientation or national origin.
Grants are not made to individuals.
Grants are not made for general fund raising, deficit financing, or loans.
Grants are not made for religious purposes.
Grants are not made to labor or political organizations.
Grant Giving Focus
Priority will be given to projects and programs in Milwaukee and Waukesha Counties that benefit:
- Education for children and young adults
- Food and housing security for children and families
- Funding for cultural and scientific institutions
- Civic support for Jerry and Dorothy’s hometown, Hales Corners, Wisconsin
The Jerome J. and Dorothy H. Holz Family Foundation will operate without discrimination towards individuals or organizations because of age, race, religion, color, handicap, sex, physical condition, developmental disability, gender identity and expression, sexual orientation, or national origin.
Discretionary Grant Giving
The Jerome J. and Dorothy H. Holz Family Foundation appreciates the interest and passions of its board members that extend beyond the geographic focus or project priorities of the Foundation. Board members may recommend grant applications to the full board from organizations that do not fit within the grant giving focus, outlined above.
No more than 10% of the total dollar amount granted in a given year will be allocated to discretionary grants. Organizations considered for discretionary grants must fit all of the Foundation’s requirements as eligible organizations, outlined above. Organizations seeking discretionary grants must follow all of the grant application procedures and deadlines of the Jerome J. and Dorothy H. Holz Family Foundation. Grant applications recommended for discretionary giving must be approved by the full foundation board at the annual meeting before any distribution of funds.
TAX FORMS
2020 990 Form (PDF)
2019 990 Form (PDF)
2018 990 Form (PDF)