Milton W And Betty M Holcombe Foundation

Dallas, TX
Tax-exempt since June 1995
EIN: 75-2570821

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$144k (2024)

Expenses

$267k (2024)

Total Assets

$268k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$144,401

Expenses

$267,011

Net Income

-$122,610

Net Assets

$268,345

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,952	47.8%
Sales of Assets	$75,449	52.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$264,000	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$268,345
Total Liabilities	$0
Net Assets	$268,345

Compensation

Key Employees and Officers	Compensation	Other
Milton W Holcombe (Director)	$0	$0
Betty M Holcombe (Director)	$0	$0
Kathryn Holcombe Wheeler (Director)	$0	$0
Karen Holcombe (Director)	$0	$0

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990-PF

Filed on March 30, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$130,022

Expenses

$240,511

Net Income

-$110,489

Net Assets

$390,955

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$66,753	51.3%
Sales of Assets	$63,269	48.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$237,000	98.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$390,955
Total Liabilities	$0
Net Assets	$390,955

Compensation

Key Employees and Officers	Compensation	Other
Milton W Holcombe (Director)	$0	$0
Betty M Holcombe (Director)	$0	$0
Kathryn Holcombe Wheeler (Director)	$0	$0
Karen Holcombe (Director)	$0	$0

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990-PF

Filed on March 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$69,554

Expenses

$249,944

Net Income

-$180,390

Net Assets

$500,454

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$65,889	94.7%
Sales of Assets	$3,665	5.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$246,000	98.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$500,454
Total Liabilities	$0
Net Assets	$500,454

Compensation

Key Employees and Officers	Compensation	Other
Milton W Holcombe (Director)	$0	$0
Betty M Holcombe (Director)	$0	$0
Kathryn Holcombe Wheeler (Director)	$0	$0
Karen Holcombe (Director)	$0	$0

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990-PF

Filed on April 8, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$73,696

Expenses

$188,556

Net Income

-$114,860

Net Assets

$681,822

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$73,696	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$186,000	98.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$681,822
Total Liabilities	$0
Net Assets	$681,822

Compensation

Key Employees and Officers	Compensation	Other
Milton W Holcombe (Director)	$0	$0
Betty M Holcombe (Director)	$0	$0
Kathryn Holcombe Wheeler (Director)	$0	$0
Karen Holcombe (Director)	$0	$0

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990-PF

Filed on April 8, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$545,073

Expenses

$144,939

Net Income

$400,134

Net Assets

$796,714

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$61,536	11.3%
Sales of Assets	$483,537	88.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,000	96.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$796,715
Total Liabilities	$1
Net Assets	$796,714

Compensation

Key Employees and Officers	Compensation	Other
Milton W Holcombe (Director)	$0	$0
Betty M Holcombe (Director)	$0	$0
Kathryn Holcombe Wheeler (Director)	$0	$0
Karen Holcombe (Director)	$0	$0

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990-PF

Filed on May 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$119,076

Expenses

$122,075

Net Income

-$2,999

Net Assets

$399,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,803	49.4%
Sales of Assets	$60,273	50.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,605	98.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$399,400
Total Liabilities	$1
Net Assets	$399,399

Compensation

Key Employees and Officers	Compensation	Other
Milton W Holcombe (Director)	$0	$0
Betty M Holcombe (Director)	$0	$0
Kathryn Holcombe Wheeler (Director)	$0	$0
Karen Holcombe (Director)	$0	$0

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990-PF

Filed on Oct. 15, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$111,830

Expenses

$110,600

Net Income

$1,230

Net Assets

$402,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$60,921	54.5%
Sales of Assets	$50,909	45.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,500	97.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$402,399
Total Liabilities	$0
Net Assets	$402,399

Compensation

Key Employees and Officers	Compensation	Other
Milton W Holcombe (Director)	$0	$0
Betty M Holcombe (Director)	$0	$0
Kathryn Holcombe Wheeler (Director)	$0	$0
Karen Holcombe (Director)	$0	$0

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990-PF

Filed on April 6, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$78,973

Expenses

$101,269

Net Income

-$22,296

Net Assets

$401,169

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,937	60.7%
Sales of Assets	$31,036	39.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,000	97.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$401,169
Total Liabilities	$0
Net Assets	$401,169

Compensation

Key Employees and Officers	Compensation	Other
Milton W Holcombe (Director)	$0	$0
Betty M Holcombe (Director)	$0	$0
Kathryn Holcombe Wheeler (Director)	$0	$0
Karen Holcombe Leftwich (Director)	$0	$0

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990-PF

Filed on March 19, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$36,009

Expenses

$104,768

Net Income

-$68,759

Net Assets

$426,097

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,168	97.7%
Sales of Assets	$841	2.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,500	97.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$426,097
Total Liabilities	$0
Net Assets	$426,097

Compensation

Key Employees and Officers	Compensation	Other
Milton W Holcombe (Director)	$0	$0
Betty M Holcombe (Director)	$0	$0
Kathryn Holcombe Wheeler (Director)	$0	$0
Karen Holcombe Leftwich (Director)	$0	$0

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990-PF

Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$33,501

Expenses

$87,460

Net Income

-$53,959

Net Assets

$494,856

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,518	91.1%
Sales of Assets	$2,983	8.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,500	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$494,856
Total Liabilities	$0
Net Assets	$494,856

Compensation

Key Employees and Officers	Compensation	Other
Milton W Holcombe (Director)	$0	$0
Betty M Holcombe (Director)	$0	$0
Kathryn Holcombe Wheeler (Director)	$0	$0
Karen Holcombe Leftwich (Director)	$0	$0

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990-PF

Filed on March 19, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$260,645

Expenses

$62,930

Net Income

$197,715

Net Assets

$548,867

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,111	11.6%
Sales of Assets	$230,534	88.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,000	98.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$548,867
Total Liabilities	$0
Net Assets	$548,867

Compensation

Key Employees and Officers	Compensation	Other
Milton W Holcombe (Director)	$0	$0
Betty M Holcombe (Director)	$0	$0
Kathryn Holcombe Wheeler (Director)	$0	$0
Karen Holcombe Leftwich (Director)	$0	$0

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990-PF

Filed on May 22, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$30,745

Expenses

$57,365

Net Income

-$26,620

Net Assets

$352,043

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,745	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,420	98.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$352,043
Total Liabilities	$0
Net Assets	$352,043

Compensation

Key Employees and Officers	Compensation	Other
Milton W Holcombe (Director)	$0	$0
Betty M Holcombe (Director)	$0	$0
Kathryn Holcombe Wheeler (Director)	$0	$0
Karen Holcombe Leftwich (Director)	$0	$0

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990-PF

Filed on April 16, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$23,979

Expenses

$55,493

Net Income

-$31,514

Net Assets

$391,238

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,360	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,528	98.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$391,239
Total Liabilities	$1
Net Assets	$391,238

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$33,312

Expenses

$55,390

Net Income

-$22,078

Net Assets

$382,752

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,312	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,500	98.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$382,753
Total Liabilities	$1
Net Assets	$382,752

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Milton W And Betty M Holcombe Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $144k (2024)

Expenses $267k (2024)

Total Assets $268k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$144k (2024)

Expenses

$267k (2024)

Total Assets

$268k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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2002

Fiscal Year Ending Dec.
2001