Charles W Holtzer Fund No 2

Dallas, TX
EIN: 90-0299126

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.

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 Sept.
2025

Revenue

$37,239

Expenses

$28,272

Net Income

$8,967

Net Assets

$384,009

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,857	29.2%
Sales of Assets	$26,382	70.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,923	81.1%
Compensation of Officers*	$6,479	22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$384,009
Total Liabilities	$0
Net Assets	$384,009

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$6,479	$0

990-PF

Filed on Dec. 2, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Sept.
2024

Revenue

$13,225

Expenses

$20,964

Net Income

-$7,739

Net Assets

$366,141

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,782	74.0%
Sales of Assets	$2,717	20.5%
Other Income	$726	5.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,244	77.5%
Compensation of Officers*	$5,856	27.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$366,141
Total Liabilities	$0
Net Assets	$366,141

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$5,856	$0

990-PF

Filed on Dec. 17, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2023

Revenue

-$6,775

Expenses

$20,898

Net Income

-$27,673

Net Assets

$362,001

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,052
Sales of Assets	-$14,827
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,119	72.3%
Compensation of Officers*	$5,413	25.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$362,001
Total Liabilities	$0
Net Assets	$362,001

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$5,413	$0

990-PF

Filed on Dec. 21, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2022

Revenue

$64,614

Expenses

$24,229

Net Income

$40,385

Net Assets

$384,224

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,912	12.2%
Sales of Assets	$56,702	87.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,204	79.3%
Compensation of Officers*	$6,039	24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$384,224
Total Liabilities	$0
Net Assets	$384,224

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America (Trustee)	$6,039	$0

990-PF

Filed on Dec. 21, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2021

Revenue

$28,529

Expenses

$22,597

Net Income

$5,932

Net Assets

$402,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,640	23.3%
Sales of Assets	$21,889	76.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,952	75.0%
Compensation of Officers*	$6,206	27.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$402,227
Total Liabilities	$1
Net Assets	$402,226

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$6,206	$0

990-PF

Filed on Dec. 8, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Sept.
2020

Revenue

$29,419

Expenses

$19,915

Net Income

$9,504

Net Assets

$348,937

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,611	25.9%
Sales of Assets	$21,589	73.4%
Other Income	$219	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,794	79.3%
Compensation of Officers*	$5,237	26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$348,938
Total Liabilities	$1
Net Assets	$348,937

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$5,237	$0

990-PF

Filed on Nov. 10, 2020

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

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Schedules ▼

XML

Fiscal Year Ending Sept.
2019

Revenue

$21,726

Expenses

$38,988

Net Income

-$17,262

Net Assets

$340,717

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,936	36.5%
Sales of Assets	$13,790	63.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,976	87.1%
Compensation of Officers*	$5,203	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$340,717
Total Liabilities	$0
Net Assets	$340,717

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$5,203	$0

990-PF

Filed on Nov. 26, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2018

Revenue

$30,794

Expenses

$24,276

Net Income

$6,518

Net Assets

$363,121

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,855	22.3%
Sales of Assets	$23,939	77.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,583	80.7%
Compensation of Officers*	$5,612	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$363,121
Total Liabilities	$0
Net Assets	$363,121

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$5,612	$0

990-PF

Filed on Dec. 10, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2017

Revenue

$13,236

Expenses

$21,967

Net Income

-$8,731

Net Assets

$354,593

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,670	57.9%
Sales of Assets	$5,566	42.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,709	80.6%
Compensation of Officers*	$5,204	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$354,593
Total Liabilities	$0
Net Assets	$354,593

Compensation

Key Employees and Officers	Compensation	Other
Bank Of America N A (Trustee)	$5,204	$0

990-PF

Filed on Dec. 13, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2016

Revenue

-$2,878

Expenses

$20,849

Net Income

-$23,727

Net Assets

$357,283

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,906
Sales of Assets	$0
Other Income	$586

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,522	84.0%
Compensation of Officers*	$5,008	24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$357,283
Total Liabilities	$0
Net Assets	$357,283

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Sept.
2015

Revenue

$6,663

Expenses

$25,335

Net Income

-$18,672

Net Assets

$382,715

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,158	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,203	83.7%
Compensation of Officers*	$5,528	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$382,715
Total Liabilities	$0
Net Assets	$382,715

990-PF

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

PDF

Fiscal Year Ending Sept.
2014

Revenue

$68,821

Expenses

$24,619

Net Income

$44,202

Net Assets

$394,755

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,717	9.8%
Sales of Assets	$62,104	90.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,959	81.1%
Compensation of Officers*	$5,497	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$394,755
Total Liabilities	$0
Net Assets	$394,755

990-PF

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

PDF

Fiscal Year Ending Sept.
2013

Revenue

$74,852

Expenses

$22,138

Net Income

$52,714

Net Assets

$343,957

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,495	12.7%
Sales of Assets	$65,357	87.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,991	85.8%
Compensation of Officers*	$4,947	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$343,957
Total Liabilities	$0
Net Assets	$343,957

990-PF

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

PDF

Fiscal Year Ending Sept.
2012

Revenue

$14,380

Expenses

$19,500

Net Income

-$5,120

Net Assets

$293,273

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,105	63.3%
Sales of Assets	$5,221	36.3%
Other Income	$54	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,542	84.8%
Compensation of Officers*	$4,838	24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$293,273
Total Liabilities	$0
Net Assets	$293,273

990-PF

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

PDF

Fiscal Year Ending Sept.
2011

Revenue

$12,435

Expenses

$19,253

Net Income

-$6,818

Net Assets

$297,878

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,829	79.0%
Sales of Assets	$2,606	21.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,868	82.4%
Compensation of Officers*	$4,932	25.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$297,878
Total Liabilities	$0
Net Assets	$297,878

990-PF

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

PDF

Fiscal Year Ending Sept.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Sept.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Sept.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated April 20, 2026

Charles W Holtzer Fund No 2

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Sept. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Sept. 2012

Extracted Financial Data

Fiscal Year Ending Sept.
2025

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007