Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 74-2442790

BETTY STIEREN KELSO FOUNDATION

Tax-exempt · SAN ANTONIO, TX 78209

Financials

$2.4M$3.4M2023$6.2M$3.7M2024
Revenue Expenses · by fiscal year end
Financials of BETTY STIEREN KELSO FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$6,182,069$3,707,886$2,474,183$51,501,745$0$51,501,745
December 31, 2023990-PF$2,438,533$3,353,410-$914,877$49,027,562$0$49,027,562
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$1,029,839
Net gain from sales of assets
$5,141,966
Other income
$10,264

Expenses

Grants and similar amounts paid
$3,174,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$3,174,000
Excise tax on investment income
$78,220

Balance sheet and other

Total assets, start of year
$49,027,562
Total assets, end of year
$51,501,745
Total liabilities, end of year
$0
Net assets, end of year
$51,501,745
Fair market value of assets
$66,862,615
Qualifying distributions
$3,174,000
Net investment income
$6,133,203

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
BARRY ROBERTS
7373 BROADWAY SUITE 406, SAN ANTONIO, TX 78209
PRESIDENT/TREASURER1$0
CAROLINA ROBERTS LEWIS
7373 BROADWAY SUITE 406, SAN ANTONIO, TX 78209
VICE-PRESIDENT0.5$0
ELIZABETH MCALLEN ROBERTS
7373 BROADWAY SUITE 406, SAN ANTONIO, TX 78209
SECRETARY0.5$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
BARRY ROBERTS
7373 BROADWAY SUITE 406, SAN ANTONIO, TX 78209
PRESIDENT/TREASURER1$0
ROBERT KELSO
640 IVY LANE, SAN ANTONIO, TX 78209
VICE-PRESIDENT0.5$0
ELIZABETH MCALLEN ROBERTS
7373 BROADWAY SUITE 406, SAN ANTONIO, TX 78209
SECRETARY0.5$0

Address and contacts

Address (IRS master file)
7373 BROADWAY STE 406, SAN ANTONIO, TX 78209-3268
Signed the 990-PF
BARRY ROBERTS, PRES
Phone
(210) 820-0113
Return prepared by
ADKF PC

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
74-2442790
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
1988
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$51,501,745
Income (IRS master file)
$17,444,848

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$6,182,069$3,707,886$51,501,745IRS
990-PFDecember 2023$2,438,533$3,353,410$49,027,562XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 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 74-2442790).

Questions about BETTY STIEREN KELSO FOUNDATION

What is the EIN of BETTY STIEREN KELSO FOUNDATION?
The employer identification number (EIN) of BETTY STIEREN KELSO FOUNDATION is 74-2442790.
Is BETTY STIEREN KELSO FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to BETTY STIEREN KELSO FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BETTY STIEREN KELSO FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of BETTY STIEREN KELSO FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BETTY STIEREN KELSO FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of BETTY STIEREN KELSO FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does BETTY STIEREN KELSO FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,182,069, expenses of $3,707,886 and total assets of $51,501,745 at year end.

Other nonprofits in SAN ANTONIO

All nonprofits in SAN ANTONIO · Texas