Civic Intelligence

William Knox Holt Foundation

990T • Fiscal year 2023 • EIN 74-6084245

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 06, 2024

Organization Profile
134 Wyckham Rise StSan Antonio, TX 78209

(210) 601-3702

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $9,267,996Liabilities 2011: $02011Assets 2012: $8,977,843Liabilities 2012: $02012Assets 2013: $8,779,520Liabilities 2013: $02013Assets 2014: $8,123,912Liabilities 2014: $02014Assets 2015: $7,586,083Liabilities 2015: $02015Assets 2016: $6,968,792Liabilities 2016: $0Net Assets 2016: $6,968,7922016Assets 2019: $5,917,653Liabilities 2019: $25,360Net Assets 2019: $5,892,2932019Assets 2020: $5,665,898Liabilities 2020: $21,177Net Assets 2020: $5,644,7212020Assets 2021: $5,428,797Liabilities 2021: $0Net Assets 2021: $5,428,7972021Assets 2022: $5,011,324Liabilities 2022: $0Net Assets 2022: $5,011,3242022Assets 2023: $4,612,890Liabilities 2023: $0Net Assets 2023: $4,612,8902023Assets 2024: $4,353,241Liabilities 2024: $0Net Assets 2024: $4,353,2412024

Latest loaded filing

2024

Assets$4,353,241
Liabilities$0
Net Assets$4,353,241
Open 2024 Filing

Operations Trend

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

$1.0M$500K$0-$500K-$1.0M-$1.5MRevenue 2011: -$799,800Expenses 2011: $363,426Net Income 2011: -$1,163,2262011Revenue 2012: -$8,395Expenses 2012: $281,758Net Income 2012: -$290,1532012Revenue 2013: -$8,151Expenses 2013: $190,172Net Income 2013: -$198,3232013Revenue 2014: -$200,480Expenses 2014: $455,128Net Income 2014: -$655,6082014Revenue 2015: -$54,050Expenses 2015: $483,779Net Income 2015: -$537,8292015Revenue 2016: -$77,209Expenses 2016: $540,082Net Income 2016: -$617,2912016Revenue 2019: -$12,410Expenses 2019: $505,129Net Income 2019: -$517,5392019Revenue 2020: $118,505Expenses 2020: $366,077Net Income 2020: -$247,5722020Revenue 2021: $354,011Expenses 2021: $569,935Net Income 2021: -$215,9242021Revenue 2022: $110,221Expenses 2022: $527,694Net Income 2022: -$417,4732022Revenue 2023: $137,104Expenses 2023: $547,225Net Income 2023: -$410,1212023Revenue 2024: $332,039Expenses 2024: $591,838Net Income 2024: -$259,7992024

Latest loaded filing

2024

Revenue$332,039
Expenses$591,838
Net Income-$259,799
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 6, 2024
Return Version
2023v7.0
Filing and Contact Details

Filer

Filer Name
William Knox Holt Foundation
EIN
74-6084245
Phone
2106013702
Address
134 WYCKHAM RISE ST, SAN ANTONIO, TX 78209

Signing Officer

Name
Catherine N Cooke
Title
Director
Phone
2106013702
Signed
2024-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
221 W 6TH STREET STE 1900, AUSTIN, TX 78701
Preparer
Jaclyn Connor
Phone
5124796000
Raw XML Appendix91 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.

Path#Value
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IRS1120ScheduleD/NetLTCapitalGainOrLossAmt0-40
IRS1120ScheduleD/TotalLTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0-40
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0-40
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0EKLEKTIKOS MASTER FUND LIQUIDATING TRUST
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0-40
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AvlblPre2018NOLCarryoverAmt020206
IRS990T/BooksInCareOfDetail/PersonNm0CATHERINE N COOKE
IRS990T/BooksInCareOfDetail/PhoneNum02106013702
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0134 WYCKHAM RISE
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SAN ANTONIO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0782095416
IRS990T/BookValueAssetsEOYAmt04612890
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt0146654
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/CapitalGainNetIncomeAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-10542
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-55546
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-66088
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-66088
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INCOME FROM PASSTHRU INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt0-66088
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-66088
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CATHERINE N COOKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02106013702
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM KNOX HOLT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0746084245
ReturnHeader/Filer/PhoneNum02106013702
ReturnHeader/Filer/USAddress/AddressLine1Txt0134 WYCKHAM RISE ST
ReturnHeader/Filer/USAddress/CityNm0SAN ANTONIO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078209
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0882730877
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHERRY BEKAERT ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0221 W 6TH STREET STE 1900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078701
ReturnHeader/PreparerPersonGrp/PhoneNum05124796000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACLYN CONNOR
ReturnHeader/ReturnTs02024-11-08T09:39:08-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
-
Net income
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Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.33$0.59$0.26
2023Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.14$0.55$0.41
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.11$0.53$0.42
2021Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.35$0.57$0.22
2020Detailed filing. Detailed filing data is available for this year.$5.67$0.02$5.64$0.12$0.37$0.25
2019Detailed filing. Detailed filing data is available for this year.$5.92$0.03$5.89$0.01$0.51$0.52
2016Detailed filing. Detailed filing data is available for this year.$6.97$0.00$6.97$0.08$0.54$0.62
2015Summary only. Only limited summary data is available for this year.$7.59$0.00$0.05$0.48$0.54
2014Summary only. Only limited summary data is available for this year.$8.12$0.00$0.20$0.46$0.66
2013Summary only. Only limited summary data is available for this year.$8.78$0.00$0.01$0.19$0.20
2012Summary only. Only limited summary data is available for this year.$8.98$0.00$0.01$0.28$0.29
2011Summary only. Only limited summary data is available for this year.$9.27$0.00$0.80$0.36$1.16