Nonprofit · EIN 20-8438048
APPELT FAMILY FOUNDATION
Tax-exempt · HOUSTON, TX 77098
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,848,211 | $983,833 | $864,378 | $11,036,449 | $0 | $11,036,449 |
| December 31, 2024 | 990-PF | $1,153,101 | $896,074 | $257,027 | $10,172,071 | $0 | $10,172,071 |
| December 31, 2023 | 990-PF | $1,029,233 | $381,580 | $647,653 | $9,915,044 | $0 | $9,915,044 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $34,730
- Dividends
- $161,710
- Interest
- $27,372
- Net rental income
- -$32,736
- Net gain from sales of assets
- $1,508,433
- Other income
- $63,189
Expenses
- Grants and similar amounts paid
- $745,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $777,270
- Excise tax on investment income
- $22,537
Balance sheet and other
- Total assets, start of year
- $10,172,071
- Total assets, end of year
- $11,036,449
- Total liabilities, end of year
- $0
- Net assets, end of year
- $11,036,449
- Fair market value of assets
- $15,772,388
- Qualifying distributions
- $777,270
- Net investment income
- $1,813,481
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 |
|---|---|---|---|
| Julie S Tysor 3701 Kirby Dr Ste 1030, Houston, TX 77098 | President, Director | 5 | $30,000 |
| Gary L Appelt 3701 Kirby Dr Ste 1030, Houston, TX 77098 | VP, Director | 1 | $0 |
| Kenneth L Appelt 3701 Kirby Dr Ste 1030, Houston, TX 77098 | Director | 1 | $0 |
| Amy Appelt Wallingford 3701 Kirby Dr Ste 1030, Houston, TX 77098 | Director | 1 | $0 |
| Carrie Appelt Richardson 3701 Kirby Dr Ste 1030, Houston, TX 77098 | Director | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Julie S Tysor 3701 Kirby Dr Ste 1030, Houston, TX 77098 | President, Director | 5 | $30,000 |
| Gary L Appelt 3701 Kirby Dr Ste 1030, Houston, TX 77098 | VP, Director | 1 | $0 |
| Kenneth L Appelt 3701 Kirby Dr Ste 1030, Houston, TX 77098 | Director | 1 | $0 |
| Amy Appelt Wallingford 3701 Kirby Dr Ste 1030, Houston, TX 77098 | Director | 1 | $0 |
| Carrie Appelt Richardson 3701 Kirby Dr Ste 1030, Houston, TX 77098 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Julie S Tysor 3701 Kirby Dr Ste 1030, Houston, TX 77098 | President, Director | 5 | $30,000 |
| Gary L Appelt 3701 Kirby Dr Ste 1030, Houston, TX 77098 | VP, Director | 1 | $0 |
| Kenneth L Appelt 3701 Kirby Dr Ste 1030, Houston, TX 77098 | Director | 1 | $0 |
| Amy Appelt Wallingford 3701 Kirby Dr Ste 1030, Houston, TX 77098 | Director | 1 | $0 |
| Carrie Appelt Richardson 3701 Kirby Dr Ste 1030, Houston, TX 77098 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3701 KIRBY DR STE 1030, HOUSTON, TX 77098-3925
- In care of
- % JULIE S TYSOR
- Signed the 990-PF
- Julie Tysor Taetz, President, Director
- Phone
- (713) 524-7200
- 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 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
- 20-8438048
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $11,036,449
- Income (IRS master file)
- $5,214,423
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,848,211 | $983,833 | $11,036,449 | XML |
| 990-PF | December 2024 | $1,153,101 | $896,074 | $10,172,071 | XML |
| 990-PF | December 2023 | $1,029,233 | $381,580 | $9,915,044 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 20-8438048).
Questions about APPELT FAMILY FOUNDATION
- What is the EIN of APPELT FAMILY FOUNDATION?
- The employer identification number (EIN) of APPELT FAMILY FOUNDATION is 20-8438048.
- Is APPELT FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to APPELT FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does APPELT FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of APPELT FAMILY 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 APPELT FAMILY 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 APPELT FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $30,000 (Julie S Tysor, President, Director).
- How much revenue does APPELT FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,848,211, expenses of $983,833 and total assets of $11,036,449 at year end.
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