WALTER AND LEILA MISCHER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WALTER AND LEILA MISCHER FAMILY FOUNDATION (EIN 81-0778515)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-19
- IRS object ID
- 202541399349100314
- Schema version
- 2024v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-19T10:26:01-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204210510 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AYCOCK & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1885 ST JAMES PLACE SUITE 1050 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | 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 | 810778515 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTER AND LEILA MISCHER FAMILY FOUNDATI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALT | BusinessNameControlTxt |
| Phone | 7138027900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3737 BUFFALO SPEEDWAY STE 200 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770983747 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER MISCHER JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7138027900 | PhoneNum |
| Signature | 2025-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS CHEN CPA | PreparerPersonNm |
| PTIN | P00576797 | PTIN |
| Phone | 7132753700 | PhoneNum |
| Preparation | 2025-05-19 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,316,375 | 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 | $1,564,981 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $178,764 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $178,764 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,183 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $306,840 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,183 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,792,928 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $227,947 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,084 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,542 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,542 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,951 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,951 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $875 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $875 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,910 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,368 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,542 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $182,006 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $182,006 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $213,916 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,368 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $187,548 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,579,012 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $201,579 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,996,518 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,462,842 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,462,842 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,282,084 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,969,813 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,853,533 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3,394 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,281,996 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,432,655 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,316,375 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,281,996 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,432,655 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,281,996 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,432,655 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,281,996 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,432,655 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,281,996 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,579,012 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,861,008 | SubtotalAmt |
| Other Decreases | $428,353 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,432,655 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| HOUSTON TRUST COMPANY #1061 | 2024-01-01 | 2024-12-31 | $9,093 | $11,212 | -$2,119 | -$2,119 |
| HOUSTON TRUST COMPANY #1061 | 2024-01-01 | 2024-12-31 | $48,779 | $55,958 | -$7,179 | -$7,179 |
| CHARLES SCHWAB #8218 | 2024-01-01 | 2024-12-31 | $1,311 | $2,129 | -$818 | -$818 |
| CHARLES SCHWAB #8218 | 2024-01-01 | 2024-12-31 | $24,360 | $18,758 | $5,602 | $5,602 |
| CHARLES SCHWAB #2218 | 2024-01-01 | 2024-12-31 | $7,122 | $6,484 | $638 | $638 |
| CHARLES SCHWAB #2218 | 2024-01-01 | 2024-12-31 | $53,087 | $38,945 | $14,142 | $14,142 |
| CHARLES SCHWAB #9028 | 2024-01-01 | 2024-12-31 | $7,402 | $9,878 | -$2,476 | -$2,476 |
| CHARLES SCHWAB #9028 | 2024-01-01 | 2024-12-31 | $155,553 | $114,293 | $41,260 | $41,260 |
| CAPITAL GAIN DISTRIBUTION | 2024-01-01 | 2024-12-31 | $133 | $133 | $133 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,183 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,802 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,802 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,802 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $802 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WALTER M MISCHER JR | IndividualWithBooksNm |
| Phone | 7138027900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3416 CHEVY CHASE DR | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| WALTER M MISCHER JR | ||||||||
| 3416 CHEVY CHASE DR | HOUSTON | TX | 77019 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| LEILA W MISCHER | ||||||||
| 3416 CHEVY CHASE DR | HOUSTON | TX | 77019 | VP, SECRETARY & DIRECTOR | 1.00 | $0 | $0 | $0 |
| LAWSON W MISCHER | ||||||||
| 3416 CHEVY CHASE DR | HOUSTON | TX | 77019 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MORGAN M WARTH | ||||||||
| 3416 CHEVY CHASE DR | HOUSTON | TX | 77019 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,744,714 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,028,488 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,773,202 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,773,202 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,598 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,701,604 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $235,080 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $235,080 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,802 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,802 | TotalTaxAmt |
| Distributable Before Adj | $232,278 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $232,278 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $232,278 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $187,548 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $187,548 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $232,278 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $703 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $703 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $187,548 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $187,548 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $703 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $703 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $44,027 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WALTER M MISCHER JR | ContributingManagerNm |
| Contributing Manager | LEILA W MISCHER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BO'S PLACE | |||||||
| 10050 BUFFALO SPEEDWAY | HOUSTON | TX | 77054 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| COMMUNITIES IN SCHOOLS OF HOUSTON | |||||||
| 1235 NORTH LOOP WEST SUITE 300 | HOUSTON | TX | 77008 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| FRESH ARTS | |||||||
| PO BOX 66494 | HOUSTON | TX | 77266 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $10,900 |
| GRACE CHURCH - THE ROARING FORK | |||||||
| 1773 EMMA RD | BASALT | CO | 81621 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $25,000 |
| HOPE AND HEALING CENTER & INSTITUTE | |||||||
| 717 SAGE ROAD | HOUSTON | TX | 77056 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $15,000 |
| KINKAID SCHOOL | |||||||
| 201 KINKAID SCHOOL DR | HOUSTON | TX | 77024 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $83,334 |
| MENTAL HEALTH AMERICA OF GREATER HOUSTON | |||||||
| 2211 NORFOLK ST 810 | HOUSTON | TX | 77098 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,000 |
| MUSEUM OF FINE ARTS HOUSTON | |||||||
| 1001 BISSONNET ST | HOUSTON | TX | 77005 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $1,500 |
| ST MARTIN'S EPISCOPAL CHURCH | |||||||
| 717 SAGE ROAD | HOUSTON | TX | 77056 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $20,000 |
| THE COUNCIL ON RECOVERY | |||||||
| 303 JACKSON HILL ST | HOUSTON | TX | 77007 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $6,000 |
| VETS INC | |||||||
| PO BOX 92040 | SOUTHLAKE | TX | 76902 | NONE | PUBLIC CHARITY | GENERAL CHARITABLE PURPOSE | $5,272 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $182,006 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $178,764 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,183 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $227,947 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $227,947 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| WALTER MISCHER JR | |||||||
| 1 | 3416 CHEVY CHASE DR | HOUSTON | TX | 77019 | $530,000 | Yes (X) | |
| WALTER MISCHER JR | |||||||
| 2 | 3416 CHEVY CHASE DR | HOUSTON | TX | 77019 | $1,034,981 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | VARIOUS PUBLICLY TRADED SECURITIES - SEE ATTACHMENT FOR DETAILS | NoncashPropertyDesc |
| Fair Market Value | $1,034,981 | FairMarketValueAmt |
| Received | 2024-12-26 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,084 | Amt |
| Net Investment Income | $5,542 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,542 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SECURITIES - HOUSTON TRUST COMPANY #1061 | $863,646 | $1,472,707 |
| SECURITIES - CHARLES SCHWAB #8218 | $210,461 | $227,038 |
| SECURITIES - CHARLES SCHWAB #2218 | $230,251 | $268,429 |
| SECURITIES - CHARLES SCHWAB #9028 | $665,455 | $885,359 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $3,394 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON STOCK DONATIONS RECEIVED | $426,086 |
| BOOK TO TAX DIFFERENCE | $2,267 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEE | CategoryTxt |
| Amt | $19,951 | Amt |
| Net Investment Income | $19,951 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $875 | Amt |
| Net Investment Income | $875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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