IRENE S WISCHER EDUCATIONFOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- IRENE S WISCHER EDUCATIONFOUNDATION (EIN 20-7532216)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-09
- IRS object ID
- 202411919349100516
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-09T11:51:58-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207532216 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Irene S Wischer Education Foundation #FA945 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % FROST BANK | InCareOfNm |
| Business Name Control | IREN | BusinessNameControlTxt |
| Phone | 2102204455 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2950 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782992950 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Trevor Guzman | PersonNm |
| Person Title | Administrator | PersonTitleTxt |
| Phone | 2102204623 | PhoneNum |
| Signature | 2024-06-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Trevor | PersonFirstNm |
| Person Last | Guzman | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | Gretchen Houle | PreparerPersonNm |
| PTIN | P00176858 | PTIN |
| Phone | 2102289696 | PhoneNum |
| Preparation | 2024-06-18 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,232,201 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $16,570 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,570 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $398,602 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $398,602 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$32,129 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,515,110 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $40,257 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18,754 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $423,300 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $433,926 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $109,141 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $106,246 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,924 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,659 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,976 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,584 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,584 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,865 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,933 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $20,966 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,077 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $168,480 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,253 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $114,222 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $605,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $605,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $773,480 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,253 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $719,222 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$350,180 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $400,673 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $333,029 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $438,869 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $438,869 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $12,577,245 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,121,480 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,793,332 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,910,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,560,349 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,232,201 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,910,274 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,560,349 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,910,274 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,560,349 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,910,274 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,560,349 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,910,274 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$350,180 | ExcessRevenueOverExpensesAmt |
| Other Increases | $255 | OtherIncreasesAmt |
| Subtotal | $12,560,349 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,560,349 | 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 |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM INV GRADE INSTL | 2022-07-20 | 2023-06-14 | $288,677 | $291,280 | -$2,603 | -$2,603 |
| ARTISAN HIGH INCOME FD INSTL | 2021-05-11 | 2023-08-18 | $6,167 | $7,301 | -$1,134 | -$1,134 |
| ISHARES S&P 500 STK INDEX FUND CL K | 2017-01-25 | 2023-06-14 | $160,247 | $85,513 | $74,734 | $74,734 |
| FROST CREDIT FUND INSTL | 2013-10-23 | 2023-08-18 | $4,647 | $5,225 | -$578 | -$578 |
| ISHARES MSCI EAFE ETF | 2022-01-10 | 2023-06-14 | $45,688 | $48,756 | -$3,068 | -$3,068 |
| VANGUARD SHORT-TERM INV GRADE INSTL | 2023-06-14 | $740,151 | $805,477 | -$65,326 | -$65,326 | |
| VANGUARD SHORT-TERM INV GRADE INSTL | 2023-08-18 | $45,927 | $50,815 | -$4,888 | -$4,888 | |
| VANGUARD GROWTH ETF - | 2021-12-14 | 2023-06-14 | $223,605 | $254,248 | -$30,643 | -$30,643 |
| CAPITAL GAIN DISTRIBUTIONS | $1,377 | $1,377 | $1,377 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$32,129 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,569 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,569 | SubtotalAmt |
| Tax Based On Investment Income | $5,569 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,192 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,392 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,823 | OverpaymentAmt |
| Applied To ES Tax | $2,823 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FROST BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2102204623 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2950 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782992950 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FROST BANK TRUSTEEDEBBIE BROEMSEN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2950 | AddressLine1Txt |
| City | SAN ANTONIO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 782992950 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | BANK ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $109,141 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,201,213 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $304,794 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $119,021 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,625,028 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,625,028 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $189,375 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,435,653 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $621,783 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $621,783 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,569 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,569 | TotalTaxAmt |
| Distributable Before Adj | $616,214 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $616,214 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $616,214 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $719,222 | 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 | $719,222 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $616,214 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,615 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $719,222 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,615 | AppliedToYear1Amt |
| Applied To Current Year | $616,214 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $87,393 | RemainingDistriFromCorpusAmt |
| Total Corpus | $87,393 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $87,393 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $87,393 | 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Frost Bank TrusteeDebbie Broemsen | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Bank Administrator PO BOX 6730 | AddressLine1Txt |
| City | Princeton | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08541 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6097717878 | RecipientPhoneNum |
| Form And Info And Materials | FOR SCHOLARSHIP APPLICATION SEE: HTTPS://AIM.APPLYISTS.NET/WISCHER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FOR SCHOLARSHIP APPLICATION SEE: HTTPS://AIM.APPLYISTS.NET/WISCHER | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOR SCHOLARSHIP APPLICATION SEE: HTTPS://AIM.APPLYISTS.NET/WISCHER | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| DALLAS BAPTIST UNIVERSITY | ||||||||
| FINANCIAL AID OFFICE | 3000 MOUNTAIN CREEK PARKWAY | DALLAS | TX | 752119299 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $70,000 |
| TEXAS A & M UNIVERSITY | ||||||||
| STUDENT FINANCIAL AID | PO BOX 30016 | COLLEGE STATION | TX | 778423016 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $40,000 |
| THE UNIVERSITY OF TEXAS AT AUSTIN | ||||||||
| OFFICE OF STUDENT FINANCIAL AID | PO BOX 7758 - UT STATION | AUSTIN | TX | 787137758 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $92,000 |
| UNIVERSITY OF HOUSTON | ||||||||
| SCHOLARSHIPS FINANCIAL AID | 31 E CULLEN BLDG | HOUSTON | TX | 772042010 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $32,000 |
| THE UNIVERSITY OF TEXAS AT TYLER | ||||||||
| 3900 University Blvd | Tyler | TX | 75799 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| GRAND CANYON UNIVERSITY | ||||||||
| 3300 W Camelback Rd | Phoenix | AZ | 85017 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $12,000 | |
| TARLETON STATE UNIVERSITY | ||||||||
| 1333 W Washington St | Stephenville | TX | 76401 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $52,000 | |
| HARDIN-SIMMONS UNIVERSITY | ||||||||
| 2200 Hickory St | ABILENE | TX | 79601 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| ABILENE CHRISTIAN UNIVERSITY | ||||||||
| 1600 Campus Ct | Abilene | TX | 79601 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $50,000 | |
| MIDWESTERN STATE UNIVERSITY | ||||||||
| 3410 Taft Blvd | Wichita Falls | TX | 76308 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $15,000 | |
| TULANE UNIVERSITY OF LOUISIANA | ||||||||
| 6823 St Charles Ave | New Orleans | LA | 70118 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| UNIVERSITY OF NORTH TEXAS | ||||||||
| 1155 Union Cir | Denton | TX | 76203 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| BLINN COLLEGE | ||||||||
| 902 COLLEGE AVENUE | BRENHAM | TX | 77833 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| EAST TEXAS BAPTIST UNIVERSITY | ||||||||
| ONE TIGER DR | MARSHALL | TX | 75670 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| ST MARY'S UNIVERSITY | ||||||||
| 1 CAMINO SANTA MARIA | San Antonio | TX | 78228 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $20,000 | |
| TEXAS STATE UNIVERSITY | ||||||||
| 601 UNIVERSITY DR | SAN MARCOS | TX | 78666 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $20,000 | |
| TRINITY COLLEGE | ||||||||
| 1 TRINITY PLACE | SAN ANTONIO | TX | 78212 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| AMERICAN UNIVERSITY | ||||||||
| 4400 Massachusetts Avenue NW | Washington | DC | 20016 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| BOSTON UNIVERSITY | ||||||||
| COMMONWEALTH AVE | BOSTON | MA | 02215 | N/A | PC | Educational Scholarship | $25,000 | |
| CHRISTENDOM COLLEGE | ||||||||
| 134 CHRISTENDOM DR | FRONT ROYAL | VA | 22630 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| GEORGE WASHINGTON UNIVERSITY | ||||||||
| 2121 I ST NW | WASHINGTON | DC | 20052 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| OKLAHOMA STATE UNIVERSITY- MAIN CAMPUS | ||||||||
| 107 WHITEHURST | STILLWATER | OK | 74078 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $12,000 | |
| SOUTHERN METHODIST UNIVERSITY | ||||||||
| 6185 AIRLINE | DALLAS | TX | 75205 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| TEXAS TECH UNIVERSITY | ||||||||
| 2500 BROADWAY ST | LUBBOCK | TX | 79401 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| UNIVERSITY OF TEXAS AT EL PASO | ||||||||
| 500 WEST UNIVERSITY AVE | EL PASO | TX | 79968 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $10,000 | |
| UNIVERSITY OF DALLAS | ||||||||
| 1845 E NORTHGATE DR | IRVING | TX | 75062 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $20,000 | |
| VICTORIA COLLEGE | ||||||||
| 2200 E RED RIVER ST | VICTORIA | TX | 77901 | N/A | PC | EDUCATIONAL SCHOLARSHIP | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $605,000 | 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 | $16,570 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $398,602 | 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 | -$32,129 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| ROYALTY INTEREST | 15 | $18,754 | ||
| EXCISE TAX REFUND | 01 | $9,678 | ||
| WORKING INTEREST | 211110 | $11,825 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $11,825 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $411,475 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $423,300 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,924 | Amt |
| Net Investment Income | $2,659 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,976 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | IRC Section 172(b)(3) | IdentifierTxt |
| Form And Line Reference | IRC Section 172(b)(3) | FormAndLineReferenceDesc |
| Medium Explanation | Pursuant to IRC Sec. 172(b)(3), taxpayer hereby elects to relinquish the entire carryback period with respect to the net operating loss(es) incurred in this tax year ended 2023. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MINERAL INTERESTS | AT COST | $43 | $119,021 |
| HARTFORD WORLD BOND FD INSTL | AT COST | $250,067 | $251,578 |
| FIDELITY CONS INC BD INSTL | $1,341,555 | $1,347,884 | |
| FROST TTL RTRN BOND FUND INSTL | $1,790,428 | $1,776,026 | |
| ISHARES 20+ YR TREAS BOND ETF | $929,719 | $916,914 | |
| VNGRD ST-TERM INV GRADE INSTL | $952,893 | $887,332 | |
| ARTISAN HIGH INCOME FD INSTL | $264,695 | $248,160 | |
| FROST CREDIT FUND INSTL | $142,493 | $131,722 | |
| VNGRD FTSE EMERG MKTS ETF | $462,274 | $388,806 | |
| ISHARES MSCI EAFE ETF | $291,697 | $283,316 | |
| T ROWE PRICE INTL DISC FD INST | $210,295 | $249,948 | |
| COHEN & STEERS INSTL REALTY FD | $376,382 | $393,645 | |
| FLXSHARES GLBL UPSTRM NAT RES | AT COST | $188,784 | $164,988 |
| ISHARES S&P 500 STK INDEX FUND | $1,140,705 | $1,778,871 | |
| SCHWAB US DIVIDEND EQUITY ETF | $1,255,825 | $1,222,267 | |
| VANGUARD GROWTH ETF | $949,957 | $1,015,334 | |
| ISHARES RUSSELL MID-CAP GROWTH | $593,990 | $623,417 | |
| ISHARES S&P MIDCAP 400/VALUE | $563,381 | $586,052 | |
| VANGUARD SMALL-CAP ETF | $305,524 | $294,822 | |
| ABERDEEN PHYSICAL PRECIOUS | $110,773 | $113,229 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT AND ROYALTY EXPENSES | Desc |
| Revenue And Expenses Per Books | $20,966 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,077 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Royalty Interest | $18,754 | $18,754 | $0 |
| Excise Tax Refund | $9,678 | $0 | $0 |
| Working interest | $11,825 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD BOOK ADJUSTMENT | Desc |
| Amt | $255 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $21,584 | Amt |
| Net Investment Income | $21,584 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $2,715 | $2,715 |
| TAXES ON WORKING INTEREST | $932 | |
| TAXES ON ROYALTY INTEREST | $2,218 | $2,218 |