Nonprofit · EIN 76-0599693
ANNE AND DON FIZER FOUNDATION
Tax-exempt · HOUSTON, TX 77057
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $212,295 | $377,388 | -$165,093 | $5,027,595 | $0 | $5,027,595 |
| December 31, 2024 | 990-PF | $379,915 | $361,028 | $18,887 | $5,199,111 | $0 | $5,199,111 |
| December 31, 2023 | 990-PF | $213,595 | $363,268 | -$149,673 | $5,183,516 | $0 | $5,183,516 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $113,960
- Interest
- $52,005
- Net gain from sales of assets
- $46,330
Expenses
- Grants and similar amounts paid
- $312,500
- Disbursements for charitable purposes
- $316,125
- Excise tax on investment income
- $2,168
Balance sheet and other
- Total assets, start of year
- $5,199,111
- Total assets, end of year
- $5,027,595
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,027,595
- Fair market value of assets
- $6,766,842
- Qualifying distributions
- $316,125
- Net investment income
- $210,473
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dudley D OLDHAM 702 Pifer Green Circle, HOUSTON, TX 77024 | VICE PRESIDENT | 1 | $0 |
| JERRY M SCROGGINS 5718 WESTHEIMER STE 1750, HOUSTON, TX 77057 | PRESIDENT | 1 | $0 |
| ROGER Q BECK 5718 WESTHEIMER STE 1750, HOUSTON, TX 77057 | SECRETARY & VICE PRESIDENT | 1 | $0 |
| RONALD S WEBSTER 5718 WESTHEIMER STE 1750, HOUSTON, TX 77057 | VICE PRESIDENT | 1 | $0 |
| BARTON R BENTLEY 5718 Westheimer, ste 1750, HOUSTON, TX 77057 | TREASURER & VICE PRESIDENT | 1 | $0 |
| STEFNEE D ASHLOCK 5718 Westheimer, ste 1750, HOUSTON, TX 77057 | VICE PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| D DUDLEY OLDHAM 702 Pifer Green Circle, HOUSTON, TX 77024 | VICE PRESIDENT | 1 | $0 |
| JERRY M SCROGGINS 5718 WESTHEIMER STE 1750, HOUSTON, TX 77057 | PRESIDENT | 1 | $0 |
| ROGER Q BECK 5718 WESTHEIMER STE 1750, HOUSTON, TX 77057 | SECRETARY & VICE PRESIDENT | 1 | $0 |
| RONALD S WEBSTER 5718 WESTHEIMER STE 1750, HOUSTON, TX 77057 | VICE PRESIDENT | 1 | $0 |
| BARTON R BENTLEY 5718 Westheimer, ste 1750, HOUSTON, TX 77057 | TREASURER & VICE PRESIDENT | 1 | $0 |
| STEFNEE D ASHLOCK 5718 Westheimer, ste 1750, HOUSTON, TX 77057 | VICE PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| D DUDLEY OLDHAM 702 Pifer Green Circle, HOUSTON, TX 77024 | VICE PRESIDENT | 1 | $0 |
| JERRY M SCROGGINS 5718 WESTHEIMER STE 1750, HOUSTON, TX 77057 | PRESIDENT | 1 | $0 |
| ROGER Q BECK 5718 WESTHEIMER STE 1750, HOUSTON, TX 77057 | SECRETARY & VICE PRESIDENT | 1 | $0 |
| RONALD S WEBSTER 5718 WESTHEIMER STE 1750, HOUSTON, TX 77057 | VICE PRESIDENT | 1 | $0 |
| BARTON R BENTLEY 5718 Westheimer, ste 1750, HOUSTON, TX 77057 | TREASURER & VICE PRESIDENT | 1 | $0 |
| STEFNEE D ASHLOCK 5718 Westheimer, ste 1750, HOUSTON, TX 77057 | VICE PRESIDENT | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5718 WESTHEIMER RD STE 1750, HOUSTON, TX 77057-5833
- In care of
- % JERRY SCROGGINS
- Signed the 990-PF
- Jerry Scroggins, PRESIDENT
- Phone
- (713) 840-7710
- Return prepared by
- Forvis Mazars 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 76-0599693
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,027,595
- Income (IRS master file)
- $4,392,838
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $212,295 | $377,388 | $5,027,595 | XML |
| 990-PF | December 2024 | $379,915 | $361,028 | $5,199,111 | IRS |
| 990-PF | December 2023 | $213,595 | $363,268 | $5,183,516 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 76-0599693).
Questions about ANNE AND DON FIZER FOUNDATION
- What is the EIN of ANNE AND DON FIZER FOUNDATION?
- The employer identification number (EIN) of ANNE AND DON FIZER FOUNDATION is 76-0599693.
- Is ANNE AND DON FIZER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to ANNE AND DON FIZER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANNE AND DON FIZER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANNE AND DON FIZER FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANNE AND DON FIZER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ANNE AND DON FIZER FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does ANNE AND DON FIZER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $212,295, expenses of $377,388 and total assets of $5,027,595 at year end.
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All nonprofits in HOUSTON · Texas · Philanthropy, voluntarism and grantmaking foundations