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Nonprofit · EIN 74-6084245

WILLIAM KNOX HOLT FOUNDATION

Tax-exempt · SAN ANTONIO, TX 78209

Financials

$137K$547K2023$332K$592K2024
Revenue Expenses · by fiscal year end
Financials of WILLIAM KNOX HOLT FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$332,039$591,838-$259,799$4,353,241$0$4,353,241
December 31, 2023990-PF$137,104$547,225-$410,121$4,612,890$0$4,612,890
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$124,971
Interest
$234
Net gain from sales of assets
$206,834

Expenses

Grants and similar amounts paid
$336,000
Compensation of officers, directors and key employees
$124,000
Disbursements for charitable purposes
$463,782
Excise tax on investment income
$2,828

Balance sheet and other

Total assets, start of year
$4,612,890
Total assets, end of year
$4,353,241
Total liabilities, end of year
$0
Net assets, end of year
$4,353,241
Fair market value of assets
$10,090,067
Qualifying distributions
$463,782
Net investment income
$331,509

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
KATHRYN ATHERTON
5507 CAPRICE DRIVE, AUSTIN, TX 78731
DIRECTOR1$31,000
GEARY ATHERTON
PO BOX 90070, SAN ANTONIO, TX 78209
DIRECTOR1$31,000
CATHERINE N COOKE
134 WYCKHAM RISE, SAN ANTONIO, TX 78209
DIRECTOR1$31,000
PETER ATHERTON
5507 CAPRICE DRIVE, AUSTIN, TX 78731
DIRECTOR1$31,000
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
KATHRYN ATHERTON
5507 CAPRICE DRIVE, AUSTIN, TX 78731
DIRECTOR0.5$31,000
GEARY ATHERTON
PO BOX 90070, SAN ANTONIO, TX 78209
DIRECTOR0.5$31,000
CATHERINE N COOKE
134 WYCKHAM RISE, SAN ANTONIO, TX 78209
DIRECTOR0.5$31,000
PETER ATHERTON
5507 CAPRICE DRIVE, AUSTIN, TX 78731
DIRECTOR0.5$31,000

Address and contacts

Address (IRS master file)
134 WYCKHAM RISE ST, SAN ANTONIO, TX 78209-5416
In care of
% GEORGE MALTI
Signed the 990-PF
CATHERINE N COOKE, DIRECTOR
Phone
(210) 601-3702
Return prepared by
CHERRY BEKAERT ADVISORY 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 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
74-6084245
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
1967
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$4,353,241
Income (IRS master file)
$1,138,120

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024–––IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$137,104$547,225$4,612,890IRS
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about WILLIAM KNOX HOLT FOUNDATION

What is the EIN of WILLIAM KNOX HOLT FOUNDATION?
The employer identification number (EIN) of WILLIAM KNOX HOLT FOUNDATION is 74-6084245.
Is WILLIAM KNOX HOLT FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
Are donations to WILLIAM KNOX HOLT FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM KNOX HOLT FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM KNOX HOLT 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 WILLIAM KNOX HOLT 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 WILLIAM KNOX HOLT FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 4 received compensation from the organization, the highest $31,000 (KATHRYN ATHERTON, DIRECTOR).
How much revenue does WILLIAM KNOX HOLT FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $332,039, expenses of $591,838 and total assets of $4,353,241 at year end.

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