Nonprofit · EIN 26-3908593
HERBERT KENNETH AND JANET CLEAVES ACORD FOUNDATION
Tax-exempt · WIMBERLEY, TX 78676
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $246,020 | $223,386 | $22,634 | $4,024,159 | $0 | $4,024,159 |
| December 31, 2024 | 990-PF | $3,559,630 | $70,788 | $3,488,842 | $3,702,101 | $0 | $3,702,101 |
| December 31, 2023 | 990-PF | $15,637 | $45,909 | -$30,272 | $191,536 | $0 | $191,536 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $52,313
- Interest
- $10,025
- Net gain from sales of assets
- $182,949
- Other income
- $733
Expenses
- Grants and similar amounts paid
- $209,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $210,641
- Excise tax on investment income
- $3,240
Balance sheet and other
- Total assets, start of year
- $3,702,101
- Total assets, end of year
- $4,024,159
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,024,159
- Fair market value of assets
- $4,024,159
- Qualifying distributions
- $210,641
- Net investment income
- $245,315
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW HOLZGRAFE PO BOX 408, WIMBERLEY, TX 78676 | PRESIDENT & DIRECTOR | 1 | $0 |
| VIRGINIA BAILEY PO BOX 408, WIMBERLEY, TX 78676 | SECRETARY & DIRECTOR | 1 | $0 |
| HERBERT K ACORD III PO BOX 408, WIMBERLEY, TX 78676 | DIRECTOR | 0.5 | $0 |
| KENT BAILEY PO BOX 408, WIMBERLEY, TX 78676 | DIRECTOR | 0.5 | $0 |
| JEFFREY HOLZGRAFE PO BOX 408, WIMBERLEY, TX 78676 | DIRECTOR | 0.5 | $0 |
| LISA A HOLZGRAFE PO BOX 408, WIMBERLEY, TX 78676 | DIRECTOR | 1 | $0 |
| DINAH A WEEMS PO BOX 408, WIMBERLEY, TX 78676 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW HOLZGRAFE PO BOX 408, WIMBERLEY, TX 78676 | PRESIDENT & DIRECTOR | 1 | $0 |
| VIRGINIA BAILEY PO BOX 408, WIMBERLEY, TX 78676 | SECRETARY & DIRECTOR | 1 | $0 |
| HERBERT K ACORD III PO BOX 408, WIMBERLEY, TX 78676 | DIRECTOR | 0.5 | $0 |
| KENT BAILEY PO BOX 408, WIMBERLEY, TX 78676 | DIRECTOR | 0.5 | $0 |
| JEFFREY HOLZGRAFE PO BOX 408, WIMBERLEY, TX 78676 | DIRECTOR | 0.5 | $0 |
| LISA A HOLZGRAFE PO BOX 408, WIMBERLEY, TX 78676 | DIRECTOR | 1 | $0 |
| DINAH A WEEMS PO BOX 408, WIMBERLEY, TX 78676 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW HOLZGRAFE 4202 TRAVIS COUNTRY CR, AUSTIN, TX 78735 | PRESIDENT & DIRECTOR | 1 | $0 |
| VIRGINIA BAILEY 614 LINDENWOOD, HOUSTON, TX 77024 | SECRETARY & DIRECTOR | 1 | $0 |
| HERBERT K ACORD III 3862 WATSON VIEW DRIVE, AWENDAW, SC 29429 | DIRECTOR | 0.5 | $0 |
| KENT BAILEY 614 LINDENWOOD, HOUSTON, TX 77024 | DIRECTOR | 0.5 | $0 |
| JEFFREY HOLZGRAFE 4202 TRAVIS COUNTRY CR, AUSTIN, TX 78735 | DIRECTOR | 0.5 | $0 |
| LISA A HOLZGRAFE 4202 TRAVIS COUNTRY CR, AUSTIN, TX 78735 | DIRECTOR | 1 | $0 |
| DINAH A WEEMS 614 LINDENWOOD, HOUSTON, TX 77024 | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 408, WIMBERLEY, TX 78676-0408
- In care of
- % LISA HOLZGRAFE
- Signed the 990-PF
- MATTHEW HOLZGRAFE, PRESIDENT
- Phone
- (512) 847-5192
- Return prepared by
- P A WENDLING CPA 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-3908593
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,024,159
- Income (IRS master file)
- $2,955,667
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $246,020 | $223,386 | $4,024,159 | XML |
| 990-PF | December 2024 | $3,559,630 | $70,788 | $3,702,101 | XML |
| 990-PF | December 2023 | $15,637 | $45,909 | $191,536 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 26-3908593).
Questions about HERBERT KENNETH AND JANET CLEAVES ACORD FOUNDATION
- What is the EIN of HERBERT KENNETH AND JANET CLEAVES ACORD FOUNDATION?
- The employer identification number (EIN) of HERBERT KENNETH AND JANET CLEAVES ACORD FOUNDATION is 26-3908593.
- Is HERBERT KENNETH AND JANET CLEAVES ACORD FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to HERBERT KENNETH AND JANET CLEAVES ACORD FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERBERT KENNETH AND JANET CLEAVES ACORD FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERBERT KENNETH AND JANET CLEAVES ACORD 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 HERBERT KENNETH AND JANET CLEAVES ACORD 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 HERBERT KENNETH AND JANET CLEAVES ACORD FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does HERBERT KENNETH AND JANET CLEAVES ACORD FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $246,020, expenses of $223,386 and total assets of $4,024,159 at year end.
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