RICHTER RESPONSIBILITY FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RICHTER RESPONSIBILITY FUND (EIN 74-2728633)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202533119349101738
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T15:38:30-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 W Houston St Ste 1901 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742728633 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHTER RESPONSIBILITY FUND | BusinessNameLine1Txt |
| Business Name Line2 | FKA Holt Family Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PAUL HENSLEY | InCareOfNm |
| Business Name Control | HOLT | BusinessNameControlTxt |
| Phone | 2106480000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 207916 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782207916 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Corinna Holt Richter | PersonNm |
| Person Title | Officer | PersonTitleTxt |
| Phone | 2106480000 | PhoneNum |
| Signature | 2025-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lisa Springs | PreparerPersonNm |
| PTIN | P00574055 | PTIN |
| Phone | 2102289696 | PhoneNum |
| Preparation | 2025-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,298,615 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,859 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,864 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,864 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $60,634 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,634 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $121,830 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $613,189 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $121,830 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $202,187 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $193,328 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $10,452 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,400 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,052 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $15,347 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,347 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,706 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,893 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,776 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,888 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,888 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,281 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,528 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,940 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,675,281 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $775,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,710,562 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,528 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $785,940 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,508,375 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $170,800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $410,805 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,699 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,699 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $455,739 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $127,384 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $115,162 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $231,215 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $101,340 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $93,099 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,303,992 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,615,468 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,039,655 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,401,751 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,894,891 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,298,615 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,401,750 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,894,891 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,401,750 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,894,891 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,401,750 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,894,891 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,401,750 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,508,375 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,516 | OtherIncreasesAmt |
| Subtotal | $1,894,891 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,894,891 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| ST COVERED SALES THRU BROADWAY | $81,010 | $76,428 | $4,582 | $4,582 | |
| LT COVERED SALES THRU BROADWAY | $531,121 | $414,327 | $116,794 | $116,794 | |
| ST NON COVERED SALES THRU BROADWAY | $12 | $11 | $1 | $1 | |
| LT COVERED 28% SALES THRU BROADWAY | $665 | $519 | $146 | $146 | |
| LT NON COVERED 28% SALES THRU BROADWAY | $97 | $74 | $23 | $23 | |
| CAPITAL GAIN DIVIDENDS | $284 | P | |||
| CAPITAL GAIN DIVIDENDS | $284 | P | |||
| CAPITAL GAIN DIVIDENDS | $284 | P | |||
| CAPITAL GAIN DIVIDENDS | $284 | P | |||
| CAPITAL GAIN DIVIDENDS | $284 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $121,830 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,374 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,374 | SubtotalAmt |
| Tax Based On Investment Income | $2,374 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,560 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,960 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,586 | OverpaymentAmt |
| Applied To ES Tax | $2,586 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL HENSLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2106480000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 207916 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782207916 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CORINNA HOLT RICHTER | ||||||||
| PO BOX 207916 | SAN ANTONIO | TX | 782207916 | PRESIDENT, DIRECTOR | 1.0 | $0 | $0 | $0 |
| PAUL C HENSLEY | ||||||||
| PO BOX 207916 | SAN ANTONIO | TX | 782207916 | TREASURER, DIRECTOR | 1.0 | $0 | $0 | $0 |
| MEG PAULUS | ||||||||
| PO BOX 207916 | SAN ANTONIO | TX | 782207916 | SECRETARY, DIRECTOR | 1.0 | $0 | $0 | $0 |
| JOSEPH B RICHTER JR | ||||||||
| PO BOX 207916 | SAN ANTONIO | TX | 782207916 | VICE PRESIDENT and DIRECTOR | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,143,280 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $161,297 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,304,577 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,304,577 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,569 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,255,008 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $162,750 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $162,750 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,374 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,374 | TotalTaxAmt |
| Distributable Before Adj | $160,376 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $160,376 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $160,376 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $785,940 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $785,940 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $160,376 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $353,157 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $584,880 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $835,512 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,319,213 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,449,503 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,542,265 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $785,940 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $160,376 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $625,564 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,167,829 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $353,157 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,814,672 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $584,880 | ExcessFromYear4Amt |
| Excess From Year3 | $835,512 | ExcessFromYear3Amt |
| Excess From Year2 | $1,319,213 | ExcessFromYear2Amt |
| Excess From Year1 | $1,449,503 | ExcessFromYear1Amt |
| Excess From Current Year | $625,564 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SILVER AND BLACK GIVES BACK | ||||||||
| 1 ATT CENTER PKWY | SAN ANTONIO | TX | 78219 | NONE | PC | CHARITABLE | $650,000 | |
| YOUNG WOMENS CHRISTIAN ASSOCIATION | ||||||||
| 1400 I Street NW | Washington | DC | 20005 | NONE | PC | CHARITABLE | $50,000 | Suite 325 |
| BOYS AND GIRLS CLUB OF SAN ANTONIO | ||||||||
| 123 Ralph Avenue | SAN ANTONIO | TX | 78204 | NONE | PC | CHARITABLE | $25,000 | |
| FOREVER FOUNDATION FOR TEXAS WILDLIFE | ||||||||
| 6644 FM 1102 | NEW BRAUNFELS | TX | 781323478 | NONE | PC | CHARITABLE | $25,000 | |
| UNIVERSITY OF TEXAS FOUNDATION | ||||||||
| 9011 Mountain Ridge DR 150 | Austin | TX | 78759 | NONE | PC | CHARITABLE | $25,000 | |
| Lauren Kate and Peter John Holt Foundation | ||||||||
| PO Box 207916 | San Antonio | TX | 782207916 | NONE | PF | CHARITABLE ENDOWMENT | $1,900,281 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,675,281 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,864 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,634 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $121,830 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $193,328 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $193,328 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BD Holt Company | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 207916 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782207916 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,859 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lauren Kate and Peter John Holt Fdn | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 207916 | AddressLine1Txt |
| City | San Antonio | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2024-04-30 | GrantDt |
| Grant | $2,209,374 | GrantAmt |
| Purpose Of Grant | To Endow Grantee | PurposeOfGrantTxt |
| Expended By Grantee | $5,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 01/03/2025 | DatesOfReportsByGranteeTxt |
| Verification | 2025-01-03 | VerificationDt |
| Results Of Verification | Richter Responsibility Fund exercised expenditure responsibility and has adequate evidence. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MUNI BONDS & NOTES REC | BondNm |
| EOY Book Value | $101,340 | EOYBookValueAmt |
| EOYFMV | $93,099 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| U.S. EQUITIES | $701,911 | $1,062,458 |
| FOREIGN EQUITIES | $71,015 | $86,648 |
| EFT-U.S. EQUITY | $156,909 | $177,222 |
| EFT-FOREIGN EQUITY | $447,669 | $465,712 |
| REAL ESTATE INVESTMENT TRUSTS | $67,547 | $69,384 |
| COMMODITY | $26,044 | $37,133 |
| EFT-FIXED TAXABLE | $94,373 | $92,637 |
| CERTS OF DEPOSIT/MARKETABLE | $50,000 | $48,461 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,452 | LegalFeesAmt |
| Net Investment Income | $2,400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,052 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROPERTY AND LIABILITY INSUR. | Desc |
| Revenue And Expenses Per Books | $5,776 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,888 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,888 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTR & TIMING DIFFERENCES | Desc |
| Amt | $1,516 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BROADWAY BANK INVESTMENT FEES | $15,342 | $15,342 |
| OTHER PROFESSIONAL FEES | $5 | $5 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $1,893 | $1,893 |
| ESTIMATED FEDERAL TAXES PAID | $1,813 |