Nonprofit · EIN 74-2087236
HOLT ATHERTON EDUCATION FOUNDATION
Tax-exempt · SAN ANTONIO, TX 78209
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $28,955 | $31,584 | -$2,629 | $412,472 | $0 | $412,472 |
| June 30, 2024 | 990-PF | $23,172 | $38,433 | -$15,261 | $415,101 | $0 | $415,101 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $12,105
- Interest
- $40
- Net gain from sales of assets
- $16,810
Expenses
- Grants and similar amounts paid
- $29,600
- Disbursements for charitable purposes
- $29,600
- Excise tax on investment income
- $375
Balance sheet and other
- Total assets, start of year
- $415,101
- Total assets, end of year
- $412,472
- Total liabilities, end of year
- $0
- Net assets, end of year
- $412,472
- Fair market value of assets
- $741,526
- Qualifying distributions
- $29,600
- Net investment income
- $28,955
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PARKER ATHERTON 511 MORNINGSIDE DR, SAN ANTONIO, TX 78209 | TREASURER | 0.5 | $0 |
| GEARY ATHERTON 134 WYCKHAM RISE, SAN ANTONIO, TX 78209 | PRESIDENT | 0.5 | $0 |
| PETER ATHERTON 5911 CAMINO SECO, AUSTIN, TX 78731 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PARKER ATHERTON 511 MORNINGSIDE DR, SAN ANTONIO, TX 78209 | TREASURER | 0.5 | $0 |
| GEARY ATHERTON 134 WYCKHAM RISE, SAN ANTONIO, TX 78209 | PRESIDENT | 0.5 | $0 |
| PETER ATHERTON 5911 CAMINO SECO, AUSTIN, TX 78731 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 134 WYCKHAM RISE ST, SAN ANTONIO, TX 78209-5416
- Signed the 990-PF
- PARKER ATHERTON, TREASURER
- Phone
- (210) 867-2524
- Return prepared by
- COLLIE & COMPANY CPAS PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 74-2087236
- 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
- 1980
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $412,472
- Income (IRS master file)
- $58,254
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $28,955 | $31,584 | $412,472 | XML |
| 990-PF | June 2024 | $23,172 | $38,433 | $415,101 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 74-2087236).
Questions about HOLT ATHERTON EDUCATION FOUNDATION
- What is the EIN of HOLT ATHERTON EDUCATION FOUNDATION?
- The employer identification number (EIN) of HOLT ATHERTON EDUCATION FOUNDATION is 74-2087236.
- Is HOLT ATHERTON EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to HOLT ATHERTON EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HOLT ATHERTON EDUCATION FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HOLT ATHERTON EDUCATION FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOLT ATHERTON EDUCATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of HOLT ATHERTON EDUCATION FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does HOLT ATHERTON EDUCATION FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $28,955, expenses of $31,584 and total assets of $412,472 at year end.
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