2024-11-14T19:22:03-06:00 2023-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2023-01-01 742766058 The Roy F & Joann Cole Mitte Foundation ROYF 5122335599 1106 Clayton Lane 545W Austin TX 78723 Carolyn Molstad Executive Director 5122335599 2024-11-14 1 0 Kurt Coburn P01638285 7134395739 2024-11-14 2023 2024-10-15 13:58:12Z X X 27729623 X X 14250 14250 84969 84969 3756 3756 3756 2617011 10982290 2617011 81740 30356 2801726 2750342 318673 53658 243342 308663 48582 227638 97280 10804 81066 647751 234591 6908 29309 11200 17766 49961 17207 39313 111805 10370 0 114722 1870 100089 4448 97086 27314 4470 8505 34941 4809 30180 1840508 402009 751804 395375 398750 2235883 402009 1150554 565843 2348333 112921 61770 61770 281115 256768 256768 3234 2815 3234 3234 21464 28830 28830 1488457 2934257 2934257 224024 1070456 1070456 3604408 3459431 20024860 3561324 211876 4437894 3349448 3349448 10173098 11164194 27729623 47314 102498 106875 117000 154189 219498 X 10018909 10944696 10018909 10944696 10173098 11164194 10018909 565843 441684 11026436 81740 10944696 Publicly traded securities 4954494 4894378 60116 60116 Sale of 1002 & 1032 Elizabeth St., Brownsville, TX 78520 P 2023-04-28 2023-11-15 2371198 2464454 -93256 -93256 Sale of 1008 West Avenue, Austin, TX 78701 P 2004-01-07 2023-04-19 3656598 1006447 2650151 2650151 2617011 32642 0 32642 0 32642 25700 0 3500 0 29200 X 0 3442 0 0 0 0 0 0 0 0 1 1 0 1 1 TX 1 0 0 0 0 1 www.mittefoundation.org Carolyn Molstad 5122335599 1106 Clayton Lane Suite 545W Austin TX 78723 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 RJ Mitte 1106 Clayton Lane Suite 545W Austin TX 78723 President 8.00 19346 0 0 John Butler 1106 Clayton Lane Suite 545W Austin TX 78723 Treasurer 6.00 17778 0 0 Dianne Carriere 1106 Clayton Lane Suite 545W Austin TX 78723 Secretary 6.00 17778 0 0 Lacianne Carriere 1106 Clayton Lane Suite 545W Austin TX 78723 Director 4.00 15288 0 0 Tyler Carriere 1106 Clayton Lane Suite 545W Austin TX 78723 Director 2.00 15288 0 0 Joseph C McCormick 1106 Clayton Lane Suite 545W Austin TX 78723 Director 2.00 15288 0 0 Dyna Mitte 1106 Clayton Lane Suite 545W Austin TX 78723 Dir / Assoc Dir 46.00 189879 3833 0 Roy De los Santos 1106 Clayton Lane Suite 545W Austin TX 78723 Director 6.00 15288 0 0 Ruth Anne Tomlinson 1106 Clayton Lane Suite 545W Austin TX 78723 Director 2.00 12740 0 0 Carolyn Molstad 1106 Clayton Lane Suite 545W Austin TX 78723 Executive Director 40.00 220241 4326 0 Julie Gunn 1106 Clayton Lane Suite 545W Austin TX 78723 Office Manager 40.00 92378 1848 0 0 McGinnis Lochridge 1111 W 6th Street Bldg B Ste 400 Austin TX 78703 Legal 540680 Enoch Kever PLLC 7600N Capital of Texas Highway Bldg B Ste 200 Austin TX 78703 Legal 85855 Patricia Cuellar PV Construction 4 Palmetto Court Brownsville TX 78520 Plumbing 79470 Designs By Sandra 2017 Santa Ana Avenue Rancho Viejo TX 78575 Landscaping 50215 0 The Mitte Cultural District is a 501(c)(3) public charity organized by the City of Brownsville, Texas to promote and enhance historical, cultural, and educational activities through programming and cultural events. The Mitte Foundation development project includes construction of venues and parking facilities designed to enhance the Mitte Cultural District's ability to provide programs and events addressing various community needs, including, but not limited to, activities designed to expand awareness of health and welfare, art and culture, career and educational opportunities, and charitable organization administrative/cooperative efforts. In 2023, The Mitte Foundation devoted capital expenditures and project oversight costs of $524,075 towards this project. 524075 0 2775784 142620 19706207 22624611 0 0 22624611 339369 22285242 1114262 1114262 32642 32642 1081620 32038 1113658 0 1113658 1150554 0 113904 1264458 1113658 0 0 540387 586274 447261 496474 1106188 3176584 1264458 0 0 0 1113658 150800 0 0 3327384 0 0 0 0 0 0 540387 2786997 586274 447261 496474 1106188 150800 Coleith Molstad The Roy F Joann Col 1106 Clayton Lane Suite 545W Austin TX 78723 5122335579 Go to www.mittefoundation.org for application Go to www.mittefoundation.org for application deadlines Go to www.mittefoundation.org for restrictions Alydia Little 318 Golden Gate Dr Leander TX 78641 None I Scholarship 10000 Angelica Orosco 215 Wooded Way Bertram TX 78605 None I Scholarship 10000 Arohan Shrestha 11105 Andenwood Dr Austin TX 78726 None I Scholarship 10000 Brienna Martinez 1603 Ashberry Dr Austin TX 78723 None I Scholarship 10000 Chelsea Palecek 503 Arroyo Vista Dr Manchaca TX 78652 None I Scholarship 10000 Eberardo Trejo 12009 Abrams Dr Dell Valle TX 78617 None I Scholarship 10000 Harrison Mayhew 2211 Summit Ridge Dr San Marcos TX 78666 None I Scholarship 10000 Faith Geistweidt 1184 Meusebach Creek Fredericksburg TX 78624 None I Scholarship 10000 Jack Lance 9801 Derecho Bend Austin TX 78737 None I Scholarship 10000 Joshua Russell 161 Housefinch Loop Leander TX 78641 None I Scholarship 10000 Kiara Morales-Mendez 6600 Elm Creek Dr Trlr 242 Austin TX 78744 None I Scholarship 10000 Lizbeth Lozano 1525 East Palm Valley Blvd Round Rock TX 78664 None I Scholarship 10000 Mary Catherine Legreid 338 Musgrove Road Normangee TX 77871 None I Scholarship 10000 Morgan Garrison 14405 Jacobson Rd Del Valle TX 78617 None I Scholarship 10000 Reece Thomson 510 Mueller St Lot 11 Fredericksburg TX 78624 None I Scholarship 10000 Wesley Beaman 701 Cr 343a Marble Falls TX 78654 None I Scholarship 10000 Sruthi Keerthipati 1604 Sienna Dr Cedar Park TX 78613 None I Scholarship 10000 Kiara Morales-Mendez 6600 Elm Creek Dr Trlr 242 Austin TX 78744 None I Scholarship 10000 Ali Steadman 1111 Terrier Cove Round Rock TX 78664 None I Scholarship 10000 Gabriel Galvez 1600 South Lakeline Blvd Apt 1214 Cedar Park TX 78613 None I Scholarship 10000 Drew Hilton 4925 Cromwell Dr 330 Kyle TX 78613 None I Scholarship 10000 Bridgett Grady 523 Jesse St Rockdale TX 76567 None I Scholarship 10000 Nia Lessire 36 Michael Dr Harper TX 78631 None I Scholarship 10000 Aidan Miksch 3705 Vacek Loop Schulenburg TX 78956 None I Scholarship 10000 Olivia Moore 300 Harry G Schmidt Rd Fredericksburg TX 78624 None I Scholarship 10000 Tien Pham 17713 Powder Creek Dr Manor TX 78653 None I Scholarship 10000 Bailey Pullin 1137 Jackson Road Kerrville TX 78028 None I Scholarship 10000 Mohammad Rahman 3508 Teesdale Cv Pflugerville TX 78660 None I Scholarship 10000 Sloan Spenrath 8750 US Hwy 290 Harper TX 78631 None I Scholarship 10000 Mitte Cultural District PO Box 5006 Brownsville TX 78523 N/A PC Grant to support salary for Executive Director and misc. development/office expenses 106875 Philanthropy Southwest 3000 Pegasus Park Dr Ste 706 Dallas TX 75247 N/A PC General support 1875 398750 Brownsville Wellness Coalition 1 W University Blvd Brownsville TX 78520 N/A PC Grant to support the StartUp Texas Accelerator Program 117000 117000 14 14250 14 84969 16 3756 18 2617011 K-1 passthrough income 525990 51384 14 30356 51384 2750342 0 2801726 0 0 0 0 0 0 0 0 0 0 Bookkeeping 4908 0 5566 Tax preparation fees 6600 2300 3300 Audit 17801 8900 8900 Computer Equipment 2010-01-01 5161 3511 SL 5.000000000000 762 0 Furniture & Fixtures 2010-01-01 2237 359 SL 10.000000000000 920 0 Building - Brownsville 2020-01-01 884417 45106 SL 40.000000000000 29831 0 Land 2020-01-01 1313612 L 0 0 Improvements - Brownsville 2020-01-01 1174738 53622 SL 40.000000000000 77765 0 Artwork 2020-01-01 181159 NC 0.000000000000 0 0 MFB NORTHERN FUNDS BD INDEX FD CUSIP: 665162533 420332 420332 MFB NORTHERN HIGH YIELD FIXED INCOME FUND CUSIP: 66516 115997 115997 MFC FLEXSHARES TR TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD CUSIP: 84229 84229 MFC FLEXSHARES TRUST HIGH YIELD VALUE SCORED BOND INDEX FUND 181422 181422 MFC ISHARES TRUST ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND 268476 268476 MFB NORTHERN FUNDS EMERGING MARKETS EQUITYINDEX CUSIP: 665162582 92040 92040 MFB NORTHERN EQUITY INDEX FUNDS INTL EQT INDEX CUSIP: 665130209 282858 282858 MFB NORTHERN FUNDS STK INDEX FD CUSIP: 665162772 307332 307332 MFB NORTHERN MULTI MANAGER GLOBAL LISTEDINFRASTRUCTURE FUND 43467 43467 MFO DFA INVESTMENT DIMENSIONS GROUP INC US SMALL CAP CUSIP: 2332038 128760 128760 MFO DFA INVT DIMENSIONS GROUP INC U S CORE EQUITY 1 PORT CUSIP: 233203 196362 196362 MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD 121335 121335 MFC FLEXSHARES TR MORNINGSTAR DEVELOPED MARKETS EX US FACTOR TILT INDEX 149687 149687 MFC ISHARES CORE S&P MID-CAP ETF CUSIP: 464287507 133309 133309 MFC VANGUARD INDEX FDS TOTAL STOCK MARKET ETF CUSIP: 922908769 236983 236983 DESPEGAR COM CORP COM NPV 150036 150036 BROOKFIELD CORP VTG SHS CL A CUSIP: 11271J107 13039 13039 ALIGN TECHNOLOGY INC COM 22194 22194 ALTERYX INC COM CL A COM CL A CUSIP: 02156B103 88001 88001 BLOCK INC CUSIP: 852234103 94212 94212 BOX INC CL A CL A CUSIP: 10316T104 21051 21051 OLO INC CL A CL A CUSIP: 68134L109 54557 54557 PEGASYSTEMS INC COM CUSIP: 705573103 87704 87704 REDFIN CORP COM CUSIP: 75737F108 164903 164903 SIX FLAGS ENTMT CORP NEW COM CUSIP: 83001A102 74237 74237 STONEX GROUP INC COM CUSIP: 861896108 221933 221933 TRUPANION INC COM CUSIP: 898202106 72553 72553 WAYFAIR INC CL A CL A CUSIP: 94419L101 64415 64415 WORKDAY INC CL A COM USD0.001 CUSIP: 98138H101 56316 56316 XPEL INC COM CUSIP: 98379L100 56973 56973 CF UBS (US) TRUMBULL PROPERTY LP FUND FMV 215016 215016 MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD CUSIP: 665162541 FMV 93072 93072 BGCP Holdings II, L.P. AT COST 150000 163500 Summard Oaks Investments, LLC FMV 1343 1343 WC 3rd and Congress LP AT COST 1000000 8135929 WS 1st and Trinity LP AT COST 2000000 11416000 Computer Equipment 5161 4273 888 888 Furniture & Fixtures 2237 1279 958 958 Building - Brownsville 884417 74937 809480 809480 Land 1313612 0 1313612 1313612 Improvements - Brownsville 1174738 131387 1043351 1043351 Artwork 181159 0 181159 181159 Legal fees 647751 234591 6908 Taxable income adjustments for partnership investments 81740 Bank charges 484 127 357 Membership dues 1838 482 1601 Insurance 14656 2293 11367 Internet 1470 120 1417 Advertising 1500 0 2063 Office expense 1808 198 1626 Postage 753 198 569 Telephone 6084 1391 4794 Licenses/permits/software 6348 0 6386 K-1 passthrough income 81740 30356 81740 Unrealized increase in value of investment 441684 Consulting 2000 0 1644 Scholarship program administration 28605 0 35520 Computer support services 57 15 42 Payroll service fees 2857 750 2107 Investment management fees 16442 16442 0 Property tax 82605 10370 0 Excise tax 29200 0 0