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Nonprofit · EIN 20-2045780

JOAN HOHLT AND ROGER WICH FOUNDATION

Tax-exempt · HOUSTON, TX 77098

Financials

$361K$459K2023$341K$359K2024
Revenue Expenses · by fiscal year end
Financials of JOAN HOHLT AND ROGER WICH FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$341,156$358,925-$17,769$6,682,409$0$6,682,409
December 31, 2023990-PF$361,280$459,024-$97,744$6,700,178$0$6,700,178
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$34,114
Interest
$1,985
Net gain from sales of assets
$48,099
Other income
$256,958

Expenses

Grants and similar amounts paid
$120,023
Compensation of officers, directors and key employees
$35,000
Disbursements for charitable purposes
$159,698
Excise tax on investment income
$862

Balance sheet and other

Total assets, start of year
$6,700,178
Total assets, end of year
$6,682,409
Total liabilities, end of year
$0
Net assets, end of year
$6,682,409
Fair market value of assets
$6,649,198
Qualifying distributions
$159,698
Net investment income
$105,163

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Paul Brockman
3210 Ferndale Street, Houston, TX 77098
President5$35,000
Sandra Lowery
3210 Ferndale Street, Houston, TX 77098
Treasurer1$0
Dawn Fudge
3210 Ferndale Street, Houston, TX 77098
Secretary1$0
John Pecore
3210 Ferndale Street, Houston, TX 77098
Trustee1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
Paul Brockman
3210 Ferndale Street, Houston, TX 77098
President5$35,000
Sandra Lowery
3210 Ferndale Street, Houston, TX 77098
Treasurer1$0
Dawn Fudge
3210 Ferndale Street, Houston, TX 77098
Secretary1$0
John Pecore
3210 Ferndale Street, Houston, TX 77098
Trustee1$0

Address and contacts

Address (IRS master file)
3210 FERNDALE ST, HOUSTON, TX 77098-2012
In care of
% JOAN HOHLT WICH
Signed the 990-PF
Paul Brockman, President
Phone
(713) 524-8828
Return prepared by
Blazek & Vetterling

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-2045780
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,682,409
Income (IRS master file)
$476,750

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$341,156$358,925$6,682,409XML
990-TDecember 2024–––IRS
990-PFDecember 2023$361,280$459,024$6,700,178XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-2045780).

Questions about JOAN HOHLT AND ROGER WICH FOUNDATION

What is the EIN of JOAN HOHLT AND ROGER WICH FOUNDATION?
The employer identification number (EIN) of JOAN HOHLT AND ROGER WICH FOUNDATION is 20-2045780.
Is JOAN HOHLT AND ROGER WICH FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to JOAN HOHLT AND ROGER WICH FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOAN HOHLT AND ROGER WICH FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JOAN HOHLT AND ROGER WICH FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOAN HOHLT AND ROGER WICH FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of JOAN HOHLT AND ROGER WICH FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $35,000 (Paul Brockman, President).
How much revenue does JOAN HOHLT AND ROGER WICH FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $341,156, expenses of $358,925 and total assets of $6,682,409 at year end.

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