Civic Intelligence

Richter Responsibility Fund

990PF • Fiscal year 2013 • EIN 74-2728633

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

PO Box 207916Suite78220-7916

(210) 648-0000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

76th percentile

24%

Higher net margin than 76% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

51st percentile

2.0%

Faster asset growth than 51% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

4th percentile

-61%

Faster revenue growth than 4% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Assets

Up

$1,183,569

Up $23,180 (+2.0%) from 2012

Net Assets

$1,183,569

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

Down

$156,545

Down $246,711 (-61%) from 2012

Expenses

Down

$118,595

Down $248,648 (-68%) from 2012

Net Income

Up

$37,950

Up $1,937 (+5.4%) from 2012

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $1,125,408Liabilities 2011: $02011Assets 2012: $1,160,389Liabilities 2012: $02012Assets 2013: $1,183,569Liabilities 2013: $0Net Assets 2013: $1,183,5692013Assets 2014: $1,108,123Liabilities 2014: $0Net Assets 2014: $1,108,1232014Assets 2015: $1,208,831Liabilities 2015: $0Net Assets 2015: $1,208,8312015Assets 2016: $1,136,743Liabilities 2016: $0Net Assets 2016: $1,136,7432016Assets 2017: $1,043,367Liabilities 2017: $0Net Assets 2017: $1,043,3672017Assets 2018: $961,229Liabilities 2018: $0Net Assets 2018: $961,2292018Assets 2019: $1,523,584Liabilities 2019: $02019Assets 2020: $2,445,420Liabilities 2020: $0Net Assets 2020: $2,445,4202020Assets 2021: $3,165,417Liabilities 2021: $0Net Assets 2021: $3,165,4172021Assets 2022: $4,146,259Liabilities 2022: $0Net Assets 2022: $4,146,2592022Assets 2023: $4,401,750Liabilities 2023: $0Net Assets 2023: $4,401,7502023Assets 2024: $1,894,891Liabilities 2024: $0Net Assets 2024: $1,894,8912024

Highlighted filing

2013

Assets$1,183,569
Liabilities$0
Net Assets$1,183,569

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $179,937Expenses 2011: $159,367Net Income 2011: $20,5702011Revenue 2012: $403,256Expenses 2012: $367,243Net Income 2012: $36,0132012Revenue 2013: $156,545Expenses 2013: $118,595Net Income 2013: $37,9502013Revenue 2014: $317,303Expenses 2014: $388,549Net Income 2014: -$71,2462014Revenue 2015: $783,575Expenses 2015: $710,410Net Income 2015: $73,1652015Revenue 2016: $661,601Expenses 2016: $738,369Net Income 2016: -$76,7682016Revenue 2017: $450,757Expenses 2017: $544,426Net Income 2017: -$93,6692017Revenue 2018: $310,313Expenses 2018: $392,473Net Income 2018: -$82,1602018Revenue 2019: $1,026,150Expenses 2019: $462,749Net Income 2019: $563,4012019Revenue 2020: $1,621,030Expenses 2020: $697,558Net Income 2020: $923,4722020Revenue 2021: $1,736,930Expenses 2021: $1,015,007Net Income 2021: $721,9232021Revenue 2022: $2,510,437Expenses 2022: $1,525,326Net Income 2022: $985,1112022Revenue 2023: $1,959,374Expenses 2023: $1,708,363Net Income 2023: $251,0112023Revenue 2024: $202,187Expenses 2024: $2,710,562Net Income 2024: -$2,508,3752024

Highlighted filing

2013

Revenue$156,545
Expenses$118,595
Net Income$37,950
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER M HOLTPresident-$0--
CHARLES C STRICKLANDVice-President/Sec.-$0--
PAUL HENSLEYTreasurer-$0--
BENJAMIN D HOLT JRDirector-$0--
BENJAMIN D HOLT IIIDirector-$0--
ANNE HOLTDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLIFE TIME RECOVERYCHARITABLEPCSAN ANTONIO, TX, US$110,000
Paid GrantSAN ANTONIO CHILDREN'S MUSEUMCHARITABLEPCSAN ANTONIO, TX, US$1,057
Paid GrantLOS COMPADRES DE SAN ANTONIO MISSIONSCHARITABLEPCSAN ANTONIO, TX, US$250
Filing and Contact Details

Filer

EIN
74-2728633
In Care Of
% CHARLES STRICKLAND
Phone
2106480000

Signing Officer

Name
Charles Strickland
Title
Vice President
Phone
2106488923
Signed
2014-05-15
Discuss with paid preparer
Yes

Preparer

Preparer
Stewart Goodson
Phone
2102289696
Raw XML AppendixShowing 400 of 413 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MORGAN STANLEY FUNDS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt927080
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-36559
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-445
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-36559
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-445
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc011.096 SHS ABERDN SEL INTL EQA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12,204.325 SHS ABERDN SEL INTL EQA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22,103.049 SHS MID CAP VAL OPPOR
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc34,040.404 SHS DIVERSIFIED BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4856.164 SHS LARGE CAP GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5769.625 SHS SMALL CAP INDEX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ST SALES THRU MORGAN STANLEY #9854 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ST SALES THRU MORGAN STANLEY #9854 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8LT SALES THRU MORGAN STANLEY #9854 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9LT SALES THRU MORGAN STANLEY #9854 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAIN DISTRIBUTIONS (AMEX)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11CAPITAL GAIN DISTRIBUTIONS (MORGAN STANLEY)
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12COLLECTIBLES GAIN THRU AMEX #8138
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-03-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-03-12
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-03-12
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt014770
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01198339
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01160389
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01183569
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01173527
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01176907
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt010042
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt010042
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01160389
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01183569
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01186949
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01160389
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01183569
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01160389
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01183569
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01276490
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt09824
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01266666
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt019147
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt062867
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01257343
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01276490
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PETER M HOLT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHARLES C STRICKLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2PAUL HENSLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BENJAMIN D HOLT JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4BENJAMIN D HOLT III
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10PO BOX 207916
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0SAN ANTONIO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0TX
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0782207916
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0TX
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10CHARLES STRICKLAND
IRS990PF/StatementsRegardingActyGrp/PhoneNum02106480000
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11057
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10LIFE TIME RECOVERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11SAN ANTONIO CHILDREN'S MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12LOS COMPADRES DE SAN ANTONIO MISSIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1010290 SOUTHTON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine11305 E HOUSTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12NATIONAL HISTORIC PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine206701 SAN JOSE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2SAN ANTONIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode078223
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode178205
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode278214
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0111307
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt062063
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt062063
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0306702
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt099546
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0266279
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0341560
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01050633
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01050633
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01063331
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt049244
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0306702
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt099546
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0266279
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0341560
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02010
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02009
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0111307
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt049244
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02113964
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02064720
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0HOLT COMPANIES
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10PO BOX 207916
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0SAN ANTONIO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0TX
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0782207916
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0110000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amount014770
OtherDecreasesSchedule/OtherDecreasesDetail/Description0BOOK/TAX DIFFERENCES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05192
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1563
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MORGAN STANLEY INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1AMERIPRISE INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05192
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1563
TaxesSchedule/TaxesDetail/Amt0580
TaxesSchedule/TaxesDetail/Amt1953
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1ESTIMATED TAX PAYMENTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0580
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES STRICKLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02106488923
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10HOLT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOLT
ReturnHeader/Filer/EIN0742728633
ReturnHeader/Filer/InCareOfNm0% CHARLES STRICKLAND
ReturnHeader/Filer/PhoneNum02106480000
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 207916
ReturnHeader/Filer/USAddress/AddressLine20Suite
ReturnHeader/Filer/USAddress/City0SAN ANTONIO
ReturnHeader/Filer/USAddress/State0TX

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.20$2.71$2.51
2023Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$1.96$1.71$0.25
2022Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$2.51$1.53$0.99
2021Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$1.74$1.02$0.72
2020Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$1.62$0.70$0.92
2019Summary only. Only limited summary data is available for this year.$1.52$0.00$1.03$0.46$0.56
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.31$0.39$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.45$0.54$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.66$0.74$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.78$0.71$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.32$0.39$0.07
2013Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.16$0.12$0.04
2012Summary only. Only limited summary data is available for this year.$1.16$0.00$0.40$0.37$0.04
2011Summary only. Only limited summary data is available for this year.$1.13$0.00$0.18$0.16$0.02