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Nonprofit · EIN 74-2987244

W H MERCER SR MEMORIAL FUND

Tax-exempt · EDNA, TX 77957

Financials

$1K$7K2021$1K$7K2023$2K$5K2024
Revenue Expenses · by fiscal year end
Financials of W H MERCER SR MEMORIAL FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,290$4,613-$2,323$70,410$0$70,410
December 31, 2023990-PF$1,420$7,484-$6,064$72,733$0$72,733
December 31, 2021990-PF$1,459$7,434-$5,975$89,355$0$89,355
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$2,264
Interest
$14
Net gain from sales of assets
$12

Expenses

Grants and similar amounts paid
$4,415
Disbursements for charitable purposes
$4,415
Excise tax on investment income
$29

Balance sheet and other

Total assets, start of year
$72,733
Total assets, end of year
$70,410
Total liabilities, end of year
$0
Net assets, end of year
$70,410
Fair market value of assets
$138,407
Qualifying distributions
$4,415
Net investment income
$2,242

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
MICHAEL MERCER
6022 COUNTRY CLUB DRIVE, VICTORIA, TX 77904
Chairman0$0
JOHN DALE MERCER JR
313 WEST CHURCH, EDNA, TX 77957
VICE CHAIRMAN0$0
LYNANNE WALDEN
2405 CR282, LEANDER, TX 78641
Treasurer0$0
SARAH BRADLEY
3183 FM 822, EDNA, TX 77957
Secretary0$0
ELISABETH THOMPSON
309 ASBECK LANE, EDNA, TX 77957
Trustee0$0
PATRICK RYAN MERCER
11804 HIGHLAND OAKS TRAIL, AUSTIN, TX 78759
Trustee0$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
MICHAEL MERCER
6022 COUNTRY CLUB DRIVE, VICTORIA, TX 77904
Chairman0$0
JOHN DALE MERCER JR
313 WEST CHURCH, EDNA, TX 77957
VICE CHAIRMAN0$0
LYNANNE WALDEN
2405 CR282, LEANDER, TX 78641
Treasurer0$0
SARAH BRADLEY
3183 FM 822, EDNA, TX 77957
Secretary0$0
ELISABETH THOMPSON
309 ASBECK LANE, EDNA, TX 77957
Trustee0$0
PATRICK RYAN MERCER
11804 HIGHLAND OAKS TRAIL, AUSTIN, TX 78759
Trustee0$0
990-PF for the year ended December 31, 2021: 6 people
NameTitleHours / weekCompensation
MICHAEL MERCER
6022 COUNTRY CLUB DRIVE, VICTORIA, TX 77904
Chairman0$0
JOHN DALE MERCER JR
313 WEST CHURCH, EDNA, TX 77957
VICE CHAIRMAN0$0
LYNANNE WALDEN
2405 CR282, LEANDER, TX 78641
Treasurer0$0
SARAH BRADLEY
3183 FM 822, EDNA, TX 77957
Secretary0$0
ELISABETH THOMPSON
309 ASBECK LANE, EDNA, TX 77957
Trustee0$0
PATRICK RYAN MERCER
11804 HIGHLAND OAKS TRAIL, AUSTIN, TX 78759
Trustee0$0

Address and contacts

Address (IRS master file)
909 N COLORADO ST, EDNA, TX 77957-2323
In care of
% THELMA MERCER
Signed the 990-PF
MICHAEL MERCER, Chairman
Phone
(361) 782-7163
Return prepared by
Bumgardner Morrison & Company LLP

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
74-2987244
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
2002
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$70,410
Income (IRS master file)
$2,290

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,290$4,613$70,410IRS
990-PFDecember 2023$1,420$7,484$72,733XML
990-PFDecember 2022–––IRS
990-PFDecember 2021$1,459$7,434$89,355XML
990-PFDecember 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 74-2987244).

Questions about W H MERCER SR MEMORIAL FUND

What is the EIN of W H MERCER SR MEMORIAL FUND?
The employer identification number (EIN) of W H MERCER SR MEMORIAL FUND is 74-2987244.
Is W H MERCER SR MEMORIAL FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to W H MERCER SR MEMORIAL FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does W H MERCER SR MEMORIAL FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of W H MERCER SR MEMORIAL FUND 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 W H MERCER SR MEMORIAL FUND 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 W H MERCER SR MEMORIAL FUND?
The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does W H MERCER SR MEMORIAL FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,290, expenses of $4,613 and total assets of $70,410 at year end.

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