HENDERSON-WESSENDORFF FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HENDERSON-WESSENDORFF FOUNDATION (EIN 74-6047149)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-15
- IRS object ID
- 202232589349101503
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-15T16:09:07-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741067601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOHLE ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 ESSEX LANE SUITE 1000 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 746047149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HENDERSON-WESSENDORFF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEND | BusinessNameControlTxt |
| Phone | 2813422044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 MORTON STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77469 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BEN JONES | PersonNm |
| Person Title | VICE PRESIDENT & CFO | PersonTitleTxt |
| Phone | 2813422044 | PhoneNum |
| Signature | 2022-09-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BEN | PersonFirstNm |
| Person Last | JONES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SU WAH | PreparerPersonNm |
| PTIN | P01321749 | PTIN |
| Phone | 7136291381 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $368,132,273 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $247,494 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,363,680 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,363,680 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,676,006 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,676,006 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $452,521 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $452,521 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $452,521 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $8,512,553 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,398,355 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,512,553 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,387,978 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,387,978 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $25,640,232 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,392,738 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,056,697 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $265,534 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $791,163 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,404,021 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $139,380 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,264,641 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $467,537 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $42,459 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $425,078 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $209,335 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $209,335 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $45,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,755 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $32,095 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $149,928 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $145,508 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,420 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,140,146 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $671,444 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $155,020 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $821,641 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $326,847 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $20,728 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,598 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,130 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,052,621 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,007,864 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,044,757 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,368,504 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,825,724 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,734,304 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,266,815 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,266,815 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,635,319 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,825,724 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,001,119 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,004,913 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,567,014 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,086 | CashBOYAmt |
| Cash EOY | $28,611 | CashEOYAmt |
| Cash EOYFMV | $28,611 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,875,772 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,986,333 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,986,333 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $101,577 | AcctRcvblAmt |
| Acct Rcvbl BOY | $104,140 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $101,577 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $101,577 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $435,990 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $49,245 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $49,245 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $28,395,862 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $26,826,978 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $27,218,864 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $73,346,171 | CorporateStockBOYAmt |
| Corporate Stock EOY | $79,981,205 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $142,077,476 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,221,040 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $45,847,410 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $46,285,902 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $20,528,702 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $862,548 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $20,308,879 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $19,666,154 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $61,566,217 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $2,957,623 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $2,991,652 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $29,742,020 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $31,477,108 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,373,673 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,507,904 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,666,270 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $13,048,003 | LandBOYAmt |
| Land EOY | $12,841,634 | LandEOYAmt |
| Land EOYFMV | $12,705,723 | LandEOYFMVAmt |
| Other Assets BOY | $3,668,325 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,439,054 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,747,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $228,160,288 | TotalAssetsBOYAmt |
| Total Assets EOY | $238,202,932 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $368,132,273 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,012 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $7,012 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $228,153,276 | RetainedEarningBOYAmt |
| Retained Earning EOY | $238,202,932 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $228,153,276 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $238,202,932 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $228,160,288 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $238,202,932 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $228,153,276 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,004,913 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,044,743 | OtherIncreasesAmt |
| Subtotal | $238,202,932 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $238,202,932 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICY TRADED SECURITIES | P | $41,506,683 | $35,638,308 | $5,868,375 | $5,868,375 |
| CAPITAL ROYALTY PARTNERSHIP LOSS | P | $8,027 | $8,027 | $8,027 | |
| GAIN ON SALE OF FIXED ASSET | P | $1,000 | $1,000 | $1,000 | |
| CAPITAL GAIN ON JOHNSON DEVELOPMENT CO | P | $1,195,953 | $1,195,953 | $1,195,953 | |
| GAIN ON SALE OF ECHO ROCK LAND | D | $1,686,692 | $247,494 | $1,439,198 | $1,439,198 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,512,553 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $313,681 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $313,681 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $313,681 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $359,927 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $459,927 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $146,246 | OverpaymentAmt |
| Applied To ES Tax | $146,246 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HW-FOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | BEN JONES | IndividualWithBooksNm |
| Phone | 2813422044 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 MORTON STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77469 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOE D ROBINSON | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | CHAIRMAN OF BOARD | 10.00 | $24,000 | $0 | $0 |
| CHARLES PAT MCDONALD | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | PRESIDENT | 40.00 | $438,649 | $76,095 | $0 |
| JACK H MOORE | ||||||||
| 2116 THOMPSON ROAD SUITE 116 | RICHMOND | TX | 77469 | SECRETARY / LEGAL | 10.00 | $76,675 | $0 | $0 |
| BEN JONES | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | CFO | 40.00 | $303,363 | $71,416 | $0 |
| LANE WARD | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | DIRECTOR | 2.00 | $17,500 | $0 | $0 |
| BARBARA BLEIL | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | DIRECTOR | 2.00 | $17,000 | $0 | $0 |
| SETH DELEERY | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | DIRECTOR | 2.00 | $17,000 | $0 | $0 |
| WILL ROBERTSON | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | DIRECTOR | 2.00 | $15,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JULIE GASTON | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | SENIOR PROGRAM OFFIC | 40.00 | $135,084 | $32,605 | $0 |
| DANA BENOIT | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | CHIEF OF STAFF | 40.00 | $126,116 | $30,138 | $0 |
| PENNY MEEK | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | PROGRAM OFFICER | 40.00 | $114,326 | $36,707 | $0 |
| OCTOBER SMITH | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | LAR CTR MGR | 40.00 | $105,348 | $42,486 | $0 |
| TODD MABRY | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | RANCH & RETREAT MGR | 30.00 | $109,372 | $27,451 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WELLS FARGO | |||||
| PO BOX 95021 | HENDERSON | NV | 890095021 | BANK & INVESTMENT FEES | $628,040 |
| MCGINNIS LOCHRIDGE | |||||
| 711 LOUISIANA ST | HOUSTON | TX | 77002 | LEGAL | $184,595 |
| WILLIS GRAVES & ASSOCIATES INC | |||||
| 8140 N MOPAC BLDG 2 STE 250 | AUSTIN | TX | 78759 | OIL & GAS CONSULTING | $105,724 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | OPERATION OF WELL SPRING CENTER - A FACILITY OFFERED FOR USE BY UNRELATED TAX-EXEMPT ORGANIZATIONS TO HOLD RETREATS, RELIGIOUS AND EDUCATIONAL EVENTS. UTILIZED BY 3,205 ATTENDEES FROM 98 EVENTS IN 2021. | Description1Txt |
| Expenses1 | $873,848 | Expenses1Amt |
| Description2 | OPERATION OF LONG ACRES RANCH, WHICH IS USED AS A NATURE CENTER AND FOR OUTDOOR EDUCATIONAL ACTIVITIES FOR SCHOOL CHILDREN. THE PROPERTY AND FACILITIES ARE ALSO USED TO HOST OUTDOOR ACTIVITIES FOR BOY SCOUTS AND SIMILAR ORGANIZATIONS. UTILIZED BY 15,459 ATTENDEES FROM 338 EVENTS IN 2021. | Description2Txt |
| Expenses2 | $1,626,897 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $245,449,836 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,625,054 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $82,496,004 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $338,570,894 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $338,570,894 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,078,563 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $333,492,331 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,674,617 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,674,617 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $313,681 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $313,681 | TotalTaxAmt |
| Distributable Before Adj | $16,360,936 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,360,936 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,360,936 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,001,119 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $288,426 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $13,289,545 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,360,936 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,512,570 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,289,545 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,512,570 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,776,975 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,583,961 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JULIE GASTON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 MORTON STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77469 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2813422044 | RecipientPhoneNum |
| Form And Info And Materials | ELECTRONIC SUBMISSION OF REQUESTS THROUGH ONLINE SYSTEM WHICH CAN BE ACCESSED ON THE FOUNDATION'S WEBSITE AT WWW.HW-FOUNDATION.COM. IRS TAX STATUS, ORGANIZATIONAL HISTORY & GOVERNANCE, FINANCIAL, AND OTHER REQUESTED SPECIFIC INFORMATION REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PURPOSE OR USE RESTRICTIONS ARE IMPOSED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (89 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABIGAILS PLACE | ||||||||
| 503 FM 359 SUITE 130 200 | RICHMOND | TX | 77406 | NONE | PC | FOR OPERATING SUPPORT | $30,000 | |
| ABIGAILS PLACE | ||||||||
| 503 FM 359 SUITE 130 200 | RICHMOND | TX | 77406 | NONE | PC | FOR TRANSITIONAL HOUSING FOR SINGLE MOTHERS & THEIR FAMILIES IN FORT BEND CTY | $70,000 | |
| ACHIEVE FB COUNTY | ||||||||
| P O BOX 707 | SUGAR LAND | TX | 77487 | NONE | PC | FOR SUMMER READING PROGRAM FOR AT-RISK YOUNG READERS IN FORT BEND COUNTY | $10,000 | |
| AID TO VICTIMS OF DOMESTIC ABUSE | ||||||||
| 1001 TEXAS AVE SUITE 600 | HOUSTON | TX | 77002 | NONE | PC | TO SUPPORT LEGAL ADVOCACY AND FAMILY VIOLENCE PROGRAMS IN FORT BEND COUNTY | $45,000 | |
| ARMS WIDE ADOPTION SERVICES | ||||||||
| 6925 PORTWEST DRIVE SUITE 110 | HOUSTON | TX | 77024 | NONE | PC | SUPPORT FORT BEND POST ADOPTION PROGRAM | $30,000 | |
| ATTACK POVERTY | ||||||||
| 3727 GREENBRIAR DR STE 100 | STAFFORD | TX | 77477 | NONE | PC | OPERATIONS & PROGRAMS SUPPORT - FRIENDS OF N RICHMOND, N ROSENBERG, MERCY GOODS, COMMUNITY GARDEN | $475,200 | |
| ATTACK POVERTY | ||||||||
| 3727 GREENBRIAR DR STE 100 | STAFFORD | TX | 77477 | NONE | PC | HOME REPAIRS FOR FORT BEND COUNTY RESIDENTS AFFECTED BY 2021 WINTER STORM | $25,000 | |
| BLANCO COUNTY EMERGENCY SERVICES AUXILIARY | ||||||||
| PO BOX 972 | BLANCO | TX | 78606 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $500 | |
| BLESSED BE HOPE FOR THREE | ||||||||
| 12808 W AIRPORT BLVD SUITE 375 | SUGAR LAND | TX | 77478 | NONE | PC | FOR OPERATING SUPPORT | $75,000 | |
| BO'S PLACE | ||||||||
| 10050 BUFFALO SPEEDWAY | HOUSTON | TX | 77054 | NONE | PC | ONLINE & IN-PERSON GRIEF SUPPORT FOR FORT BEND COUNTY FAMILIES | $10,000 | |
| BOYS AND GIRLS CLUBS OF GREATER HOUSTON INC | ||||||||
| 815 CROSBY STREET | HOUSTON | TX | 77019 | NONE | PC | TO SUPPORT OPERATIONS AND PROGRAMMING OF RICHMOND-ROSENBERG CLUB | $200,000 | |
| BRAZOS BEND GUARDIANSHIP SERVICES | ||||||||
| PO BOX 72 | ROSENBERG | TX | 77471 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $40,000 | |
| BUGGY BARN MUSEUM | ||||||||
| PO BOX 504 | BLANCO | TX | 78606 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $1,000 | |
| CAESAR KLEBERG WILDLIFE RESEARCH INSTITUTE TEXAS A&M UNIVERSITY KINGSVILLE | ||||||||
| 700 UNIVERSITY BLVD MSC 218 | KINGSVILLE | TX | 78363 | NONE | GOV | FOR THE COASTAL PRAIRIES NATIVE SEED PROJECT WHICH INCLUDES FORT BEND CTY | $5,000 | |
| CALVARY EPISCOPAL SCHOOL INC | ||||||||
| 1201 AUSTIN | RICHMOND | TX | 77469 | NONE | PC | TRANSPORTATION FOR FIELD TRIPS TO OUTDOOR LEARNING CENTER IN RICHMOND, & UPDATE CURRICULUM | $14,350 | |
| CANYON LAKE FIRE EMS | ||||||||
| P O BOX 2140 | CANYON LAKE | TX | 78133 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $500 | |
| CASA DE ESPERANZA DE LOS NINOS INC | ||||||||
| PO BOX 301209 | HOUSTON | TX | 77230 | NONE | PC | SUPPORT SERVICES FOR RICHMOND/ROSENBERG CHILDREN & FAMILIES, SUPPORT FOSTER & ADOPTIVE FAMILIES | $25,000 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF GALVESTON-HOUSTON | ||||||||
| 2900 LOUISIANA STREET | HOUSTON | TX | 77006 | NONE | PC | MAMIE GEORGE COMMUNITY CENTER OPERATIONS FOR LOW-INCOME FAMILIES & VULNERABLE FB COMMUNITY | $350,000 | |
| CHILD ADVOCATES OF FORT BEND | ||||||||
| 5403 AVENUE N | ROSENBERG | TX | 77471 | NONE | PC | REMODEL & EXPAND FACILITY & EXPAND CASA AND CAC PROGRAMS, CONSTRUCT PARKING LOT | $200,000 | |
| CHILD ADVOCATES OF FORT BEND | ||||||||
| 5403 AVENUE N | ROSENBERG | TX | 77471 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $200,000 | |
| CHILDRENS MUSEUM OF HOUSTON | ||||||||
| 1500 BINZ | HOUSTON | TX | 77004 | NONE | PC | PROVIDE FIELD EXPERIENCES & FAMILY LEARNING EVENTS IN LCISD SCHOOLS | $43,900 | |
| CITY OF ROSENBERG | ||||||||
| PO BOX 3247 | ROSENBERG | TX | 77471 | NONE | GOV | OPERATING SUPPORT FOR ROSENBERG ANIMAL CONTROL & SHELTER NO KILL SAFETY NET PROGRAM | $30,000 | |
| COLLEGECOMMUNITYCAREER | ||||||||
| 11104 W AIRPORT BLVD STE 106 | STAFFORD | TX | 77477 | NONE | PC | GENERAL OPERATING SUPPORT TO SERVE LAMAR CISD PROGRAM | $55,000 | |
| EPISCOPAL THEOLOGICAL SEMINARY OF THE SOUTHWEST | ||||||||
| 501 EAST 32ND STREET | AUSTIN | TX | 787053139 | NONE | PC | RICHMOND BILINGUAL FELLOWS PROGRAM - SPANISH-SPEAKING LICENSED PROFESSIONAL COUNSELOR INTERNS | $95,429 | |
| EPISCOPAL THEOLOGICAL SEMINARY OF THE SOUTHWEST | ||||||||
| 501 EAST 32ND STREET | AUSTIN | TX | 787053139 | NONE | PC | TO SUPPORT RESEARCH AND EDUCATION IN THE INTEGRATION OF SPIRITUALITY AND COUNSELLING | $500,000 | |
| FAMILY LIFE AND COMMUNITY RESOURCE CENTER | ||||||||
| 2204 THOMPSON ROAD SUITE 200 | RICHMOND | TX | 774695412 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| FORT BEND COMMUNITY PARTNERS RAINBOW ROOM | ||||||||
| 1110 AVENUE G | ROSENBERG | TX | 77471 | NONE | PC | FOR OPERATING SUPPORT AND TO PROVIDE EMERGENCY AND TRANSITIONAL SUPPLIES | $50,000 | |
| FORT BEND COUNTY WOMEN'S CENTER | ||||||||
| P O BOX 183 | RICHMOND | TX | 77406 | NONE | PC | TO SUPPORT SURVIVORS OF DOMESTIC ABUSE | $80,000 | |
| FORT BEND FAMILY HEALTH CENTER (DBA ACCESSHEALTH) | ||||||||
| 400 AUSTIN STREET | RICHMOND | TX | 77469 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $750,000 | |
| FORT BEND FAMILY PROMISE | ||||||||
| 4645 CARTWRIGHT DRIVE | MISSOURI CITY | TX | 77459 | NONE | PC | FOR GENERAL OPERATING SUPPORT OF THE WEST CAMPUS IN ROSENBERG | $161,250 | |
| FORT BEND FORWARD INC | ||||||||
| 445 COMMERCE GREEN BLVD | SUGAR LAND | TX | 77478 | NONE | PC | FOR SCHOLARSHIPS TO STUDENTS FROM LAMAR CISD & NEEDVILLE ISD WHO ARE YIP PARTICIPANTS | $30,000 | |
| FORT BEND HABITAT FOR HUMANITY | ||||||||
| 505 JULIE RIVERS DR SUITE 150 | SUGAR LAND | TX | 77478 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $125,000 | |
| FORT BEND HELPING HEROES CHARITY | ||||||||
| 3322 NEEDVILLE AVE | NEEDVILLE | TX | 77461 | NONE | PC | RAYMOND V BURCIAGA MEMORIAL SCHOLARSHIP FUND FOR CHILDREN OF FB CTY FIRST RESPONDERS | $2,500 | |
| FORT BEND HISTORY ASSOCIATION | ||||||||
| PO BOX 460 | RICHMOND | TX | 77406 | NONE | PC | FOR GENERAL OPERATING SUPPORT & TO PRESERVE & MAINTAIN HISTORIC PROPERTIES | $150,000 | |
| FORT BEND HOPE | ||||||||
| PO BOX 1610 | ROSENBERG | TX | 77471 | NONE | PC | FOR GENERAL OPERATING EXPENSES | $10,000 | |
| FORT BEND REGIONAL COUNTIL ON SUBSTANCE ABUSE INC | ||||||||
| 10435 GREENBROUGH SUITE 250 | STAFFORD | TX | 77477 | NONE | PC | TO SUPPORT OPERATION OF ADULT SUBSTANCE USE DISORDER TREATMENT PROGRAM AND YOUTH PREVENTION SERVICES | $75,000 | |
| FORT BEND SENIORS MEALS ON WHEELS | ||||||||
| PO BOX 1488 | ROSENBERG | TX | 77471 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $75,000 | |
| FORT BEND SENIORS MEALS ON WHEELS | ||||||||
| PO BOX 1488 | ROSENBERG | TX | 77471 | NONE | PC | TO CONSTRUCT ADDITIONAL KITCHEN SPACE AND AN ADMINISTRATIVE BUILDING | $100,000 | |
| GRACE AFTER FIRE | ||||||||
| 2929 MCKINNEY ST | HOUSTON | TX | 77003 | NONE | PC | OPERATING SUPPORT TO PROVIDE SERVICES TO FORT BEND WOMEN VETERANS | $25,000 | |
| GRATIA PLENA | ||||||||
| 10707 CORPORATE DRIVE SUITE 135 | STAFFORD | TX | 77477 | NONE | PC | MENTAL HEALTH COUNSELING FOR RICHMOND, ROSENBERG, & FULSHEAR RESIDENTS | $30,000 | |
| HOPE FORT BEND CLUBHOUSE | ||||||||
| 2718 BRIGHT TRAIL | SUGAR LAND | TX | 77479 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $60,000 | |
| HOPE IMPACTS | ||||||||
| 802 DOMINION DRIVE SUITE 900 | KATY | TX | 74450 | NONE | PC | TO HIRE A FORT BEND BRANCH MANAGER | $35,000 | |
| HOUSTON COMMUNITY TOOLBANK | ||||||||
| 1215 GAZIN ST | HOUSTON | TX | 77020 | NONE | PC | TO EXPAND THE TOOLBANK PROGRAM IN RICHMOND/ROSENBERG | $12,000 | |
| HOUSTON GALVESTON INSTITUTE | ||||||||
| 2990 RICHMOND AVE SUITE 530 | HOUSTON | TX | 77098 | NONE | PC | MENTAL HEALTH COUNSELING PROGRAMS IN RICHMOND AND LAMAR CISD | $355,387 | |
| HOUSTON GALVESTON INSTITUTE | ||||||||
| 2990 RICHMOND AVE SUITE 530 | HOUSTON | TX | 77098 | NONE | PC | MENTAL HEALTH COUNSELING PROGRAMS IN RICHMOND AND LAMAR CISD | $304,000 | |
| INSTITUTE FOR SPIRITUALITY AND HEALTH AT THE TEXAS MEDICAL CENTER | ||||||||
| 8100 GREENBRIAR 300 | HOUSTON | TX | 77054 | NONE | PC | FOR GENERAL OPERATING EXPENSES | $60,000 | |
| JUST DO IT NOW INC | ||||||||
| PO BOX 787 | WHARTON | TX | 77488 | NONE | PC | FOR GENERAL OPERATING EXPENSES | $30,000 | |
| KATY ARTREACH | ||||||||
| 23501 CINCO RANCH BLVD SUITE H120 | KATY | TX | 77494 | NONE | PC | FOR GENERAL OPERATING EXPENSES | $15,000 | 262 |
| LAMAR CONSOLIDATED INDEPENDENT SCHOOL DISTRICT LCISD | ||||||||
| 3911 AVENUE I | ROSENBERG | TX | 77471 | NONE | GOV | TO HIRE A DISTRICT GRANT WRITER, SPECIFICALLY FOR THREE YEARS OF SALARY AND BENEFITS | $85,000 | |
| LITERACY COUNCIL OF FORT BEND COUNTY | ||||||||
| 12530 EMILY COURT | SUGAR LAND | TX | 77478 | NONE | PC | OPERATING SUPPORT TO INCREASE CAPACITY & EXPAND ATTACK POVERTY SERVICES IN N RICHMOND | $45,000 | |
| LOVING HOUSTON | ||||||||
| 2916 W TC JESTER NO 200 | HOUSTON | TX | 77018 | NONE | PC | TO RETAIN THE LAMAR CISD DISTRICT COORDINATOR | $20,000 | |
| MORTON CEMETERY ASSOCIATION | ||||||||
| 900 MORTON STREET | RICHMOND | TX | 77469 | NONE | NC | FOR GENERAL SUPPORT | $60,000 | |
| MOUNT PILGRIM MISSIONARY BAPTIST CHURCH | ||||||||
| PO BOX 163 | THOMPSON | TX | 77481 | NONE | PC | FOR ANNUAL FLOOD, FIRE, & WINDSTORM INSURANCE | $2,548 | |
| MOUNT PILGRIM MISSIONARY BAPTIST CHURCH | ||||||||
| PO BOX 163 | THOMPSON | TX | 77481 | NONE | PC | FOR ANNUAL FLOOD, FIRE, & WINDSTORM INSURANCE | $7,206 | |
| OAKBEND MEDICAL CENTER | ||||||||
| 1705 JACKSON ST | RICHMOND | TX | 77469 | NONE | PC | TO PROVIDE QUALITY HEALTHCARE TO THE INDIGENT POPULATION OF FORT BEND COUNTY | $100,000 | |
| OPERATION FINALLY HOME | ||||||||
| 1659 STATE HIGHWAY 46 WEST SUITE | NEW BRAUNFELS | TX | 78132 | NONE | PC | TO REPAIR & MODIFY THE HOME OF FORT BEND COUNTY VETERAN | $26,300 | 115-606 |
| PARTNERS 1024 (DBA PARTNERS FOR GOOD) | ||||||||
| 13248 MOODY RD | NEEDVILLE | TX | 77469 | NONE | PC | PROVIDE COMMUNITY ENGAGEMENT SPECIALIST FOR LCISD | $45,000 | |
| PRAYERS OF THE PEOPLE | ||||||||
| PO BOX 22262 | HOUSTON | TX | 77227 | NONE | PC | TO SUPPORT THE DIRECTOR OF SPIRTUAL CARE | $66,700 | |
| PREGNANCY RESOURCE MEDICAL CENTER OF FT BEND COUNTY | ||||||||
| 4411 AVENUE N | ROSENBERG | TX | 77471 | NONE | PC | FOR THE SALARY & EXPENDITURES OF THE MEDICAL STAFF (NURSE/ SONOGRAPHER) | $25,000 | |
| REMIND | ||||||||
| PO BOX 27607 | HOUSTON | TX | 77227 | NONE | PC | MENTAL HEALTH SUPPORT FOR RICHMOND/ROSENBERG RESIDENTS AFFECTED BY DEPRESSION & BIPOLAR DISORDERS | $30,000 | |
| RICHMOND OILERS FOOTBALL & CHEER | ||||||||
| PO BOX 1426 | RICHMOND | TX | 77406 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $22,250 | |
| ROSENBERG-RICHMOND HELPING HANDS INC | ||||||||
| PO BOX 1268 | RICHMOND | TX | 77469 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| ROSENBERG RAILROAD MUSEUM | ||||||||
| PO BOX 369 | ROSENBERG | TX | 77471 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $45,000 | |
| SAM HOUSTON AREA COUNCIL BOY SCOUTS OF AMERICA | ||||||||
| 2225 NORTH LOOP WEST | HOUSTON | TX | 77008 | NONE | PC | TRADITIONAL SCOUTING & SCOUTREACH INITIATIVES FOCUSING ON AT-RISK YOUTH IN FORT BEND CTY | $75,000 | |
| SCHOLARSHIP AMERICA | ||||||||
| PO BOX 772514 | DETROIT | MI | 482772514 | NONE | PC | "SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN FFA CAREER DEVELOPMENT EVENT HELD IN BLANCO | $3,000 | |
| SCHOLARSHIP AMERICA | ||||||||
| PO BOX 772514 | DETROIT | MI | 482772514 | NONE | PC | SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN FFA CAREER DEVELOPMENT EVENT HELD IN RICHMOND | $30,000 | |
| SCHOLARSHIP AMERICA | ||||||||
| PO BOX 772514 | DETROIT | MI | 482772514 | NONE | PC | SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN FFA CAREER DEVELOPMENT EVENT HELD IN BLANCO | $1,500 | |
| SCHOLARSHIP AMERICA | ||||||||
| PO BOX 772514 | DETROIT | MI | 482772514 | NONE | PC | SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN FFA CAREER DEVELOPMENT EVENT HELD IN RICHMOND | $1,500 | |
| SCHOLARSHIP AMERICA | ||||||||
| PO BOX 772514 | DETROIT | MI | 482772514 | NONE | PC | SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN FFA CAREER DEVELOPMENT EVENT HELD IN BLANCO | $1,500 | |
| SCHOLARSHIP AMERICA | ||||||||
| PO BOX 772514 | DETROIT | MI | 482772514 | NONE | PC | SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN FFA CAREER DEVELOPMENT EVENT HELD IN BLANCO | $24,000 | |
| SCHOLARSHIP AMERICA | ||||||||
| PO BOX 772514 | DETROIT | MI | 482772514 | NONE | PC | SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN FFA CAREER DEVELOPMENT EVENT HELD IN RICHMOND | $1,500 | |
| SCHOLARSHIP AMERICA | ||||||||
| PO BOX 772514 | DETROIT | MI | 482772514 | NONE | PC | SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN FFA CAREER DEVELOPMENT EVENT HELD IN RICHMOND | $1,500 | |
| SCHOLARSHIP AMERICA | ||||||||
| PO BOX 772514 | DETROIT | MI | 482772514 | NONE | PC | SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN FFA CAREER DEVELOPMENT EVENT HELD IN BLANCO | $18,000 | |
| SER-JOBS FOR PROGRESS | ||||||||
| 1710 TELEPHONE ROAD | HOUSTON | TX | 77023 | NONE | PC | TO PROVIDE WORKFORCE DEVELOPMENT SERVICES IN RICHMOND/ROSENBERG HELPING LOW-INCOME RESIDENTS | $75,000 | |
| TEXAS PARKS AND WILDLIFE DEPARTMENET | ||||||||
| 4200 SMITH SCHOOL RD | AUSTIN | TX | 78744 | NONE | GOV | DONATE 303.245 ACRES OF LAND FOR THE RESTRICTIVE USE OF THE BRAZOS BEND STATE PARK | $1,600,000 | |
| TEXAS PARKS AND WILDLIFE FOUNDATION | ||||||||
| 2914 SWISS AVENUE | DALLAS | TX | 75204 | NONE | SO I | TO PURCHASE AND INSTALL AN EMERGENCY GENERATOR AT BRAZOS BEND STATE PARK HEADQUARTERS | $20,000 | |
| TEXAS RANGERS ASSOCIATION FOUNDATION | ||||||||
| 104 TEXAS RANGER TRAIL | WACO | TX | 767061209 | NONE | PC | FOR SCHOLARSHIPS AND RANGER RELIEF WITHIN COMPANY A WHICH INCLUDES FORT BEND COUNTY | $5,000 | |
| THE JUNG CENTER | ||||||||
| 5200 MONTROSE | HOUSTON | TX | 77006 | NONE | PC | CONFERENCE -CLERGY & MENTAL HEALTH PROVIDERS - MENTAL HEALTH, RELIGION, & SPIRITUALITY | $6,800 | |
| THE MENNINGER CLINIC FOUNDATION | ||||||||
| 12301 MAIN STREET | HOUSTON | TX | 77035 | NONE | PC | TO SUPPORT THE HOSPITAL-WIDE CLINICAL OUTCOMES PROGRAM | $30,000 | |
| THE ROSE | ||||||||
| 12700 N FEATHERWOOD DRIVE SUITE 260 | HOUSTON | TX | 77034 | NONE | PC | PROVIDE UNINSURED RICHMOND/ROSENBERG WOMEN MAMMOGRAPHY, DIAGNOSTIC, & TREATMENT NAVIGATION | $25,000 | |
| THE SALVATION ARMY | ||||||||
| 1424 NORTHEAST ATLANTA EXPRESSWAY | ATLANTA | GA | 30329 | NONE | PC | FOR RENTAL AND UTILITY ASSISTANCE FOR RICHMOND & ROSENBERG RESIDENTS | $25,000 | SOUTHERN TERRITORIAL HQ OF THE SALV |
| THE TSTC FOUNDATION | ||||||||
| 3801 CAMPUS DR | WACO | TX | 767051607 | NONE | PC | TO CONSTRUCT AN EDUCATION BUILDING FOR TSTC FORT BEND | $864,795 | |
| THE TSTC FOUNDATION | ||||||||
| 3801 CAMPUS DR | WACO | TX | 767051607 | NONE | PC | TO FUND A RECRUITER AT TSTC FORT BEND TO PROVIDE SERVICES TO MILITARY VETERAN STUDENTS | $55,000 | |
| UNDIES FOR EVERYONE | ||||||||
| 3810 WILLOWBEND 1000 | HOUSTON | TX | 77054 | NONE | PC | TO DISTRIBUTE UNDERWEAR TO SCHOOL NURSES IN LAMAR CISD | $11,900 | |
| UNITED WAY OF GREATER HOUSTON | ||||||||
| PO BOX 3247 | HOUSTON | TX | 77253 | NONE | PC | COLLABORATIVE RELIEF EFFORTS FOLLOWING 2021 WINTER STORM | $215,000 | |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON | ||||||||
| 7000 FANNIN STE 1200 | HOUSTON | TX | 77030 | NONE | GOV | TO PILOT THE CIRCLE OF SECURITY MENTAL HEALTH PROGRAM IN RICHMOND | $100,000 | |
| WHARTON COUNTY JUNIOR COLLEGE | ||||||||
| 911 BOLING HWY | WHARTON | TX | 77488 | NONE | GOV | SCHOLARSHIPS TO STUDENTS GRADUATING FROM LAMAR CHS OR TERRY HS | $25,000 | |
| WILDLIFE HABITAT FEDERATION | ||||||||
| PO BOX 75 | CAT SPRING | TX | 78933 | NONE | PC | IMPROVE LAND & HABITAT THROUGH OUTREACH & ASSISTANCE TO LANDOWNERS IN COASTAL WATERSHEDS | $25,000 | |
| YMCA OF GREATER HOUSTON | ||||||||
| 1331 AUGUSTA DRIVE | HOUSTON | TX | 77057 | NONE | PC | AFTER SCHOOL & SUMMER PROGRAMS FOR FB YOUTH, FB SENIORS MEALS ON WHEELS, & FB WOMEN'S CTR | $279,800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,266,815 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ATTACK POVERTY | |||||||
| 3727 GREENBRIAR DR STE 100 | STAFFORD | TX | 77477 | NONE | PC | OPERATIONS & SUPPORT AT FRIENDS OF N RICHMOND, N ROSENBERG, MERCY GOODS & COMMUNITY GARDEN | $475,200 |
| BO'S PLACE | |||||||
| 10050 BUFFALO SPEEDWAY | HOUSTON | TX | 77054 | NONE | PC | FOR ONLINE AND IN-PERSON GRIEF SUPPORT GROUPS FOR FORT BEND COUNTY FAMILIES | $10,000 |
| CHILD ADVOCATES OF FORT BEND | |||||||
| 5403 AVENUE N | ROSENBERG | TX | 77471 | NONE | PC | OPERATING SUPPORT | $200,000 |
| CITY OF RICHMOND | |||||||
| 402 MORTON STREET | RICHMOND | TX | 77469 | NONE | GOV | FOR HIKE AND BIKE TRAIL AND DRAINAGE IMPROVEMENTS ALONG CLAY STREET IN NORTH RICHMOND | $2,200,000 |
| FORT BEND COUNTY WOMEN'S CENTER | |||||||
| PO BOX 183 | RICHMOND | TX | 77406 | NONE | PC | TO SUPPORT SURVIVORS OF DOMESTIC ABUSE | $160,000 |
| FORT BEND FAMILY PROMISE | |||||||
| 4645 CARTWRIGHT DRIVE | MISSOURI CITY | TX | 77459 | NONE | PC | FOR GENERAL OPERATIONS OF THE WEST CAMPUS LOCATED IN ROSENBERG | $161,250 |
| HOUSTON GALVESTON INSTITUTE | |||||||
| 2990 RICHMOND AVE SUITE 530 | HOUSTON | TX | 77098 | NONE | PC | MENTAL HEALTH COUNSELING PROGRAMS IN RICHMOND & LAMAR CISD | $668,224 |
| LITERACY COUNCIL OF FORT BEND COUNTY | |||||||
| 12530 EMILY COURT | SUGAR LAND | TX | 77478 | NONE | PC | FOR OPERATING SUPPORT TO INCREASE CAPACITY AND EXPAND IN NORTH RICHMOND | $90,000 |
| PREGNANCY RESOURCE MEDICAL CENTER | |||||||
| 4411 AVENUE N | ROSENBERG | TX | 77471 | NONE | PC | FOR THE SALARY AND EXPENDITURES OF THE MEDICAL STAFF (NURSE/SONOGRAPHER) | $50,000 |
| SCHOLARSHIP AMERICA | |||||||
| PO BOX 772514 | DETROIT | MI | 482772514 | NONE | PC | SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN FFA CAREER DEVELOPMENT EVENTS HELD IN BLANCO | $43,000 |
| SCHOLARSHIP AMERICA | |||||||
| PO BOX 772514 | DETROIT | MI | 482772514 | NONE | PC | SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN FFA CAREER DEVELOPMENT EVENTS HELD IN RICHMOND | $30,000 |
| SCHOLARSHIP AMERICA | |||||||
| PO BOX 772514 | DETROIT | MI | 482772514 | NONE | PC | SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN FFA CAREER DEVELOPMENT EVENTS HELD IN RICHMOND | $12,000 |
| SCHOLARSHIP AMERICA | |||||||
| PO BOX 772514 | DETROIT | MI | 482772514 | NONE | PC | SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN FFA CAREER DEVELOPMENT EVENTS HELD IN BLANCO | $6,000 |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON | |||||||
| 7000 FANNIN STE 1200 | HOUSTON | TX | 77030 | NONE | GOV | TO PILOT THE CIRCLE OF SECURITY MENTAL HEALTH PROGRAM IN RICHMOND | $100,000 |
| WHARTON COUNTY JUNIOR COLLEGE | |||||||
| 911 BOLING HWY | WHARTON | TX | 77488 | NONE | PC | SCHOLARSHIPS TO STUDENTS GRADUATING FROM LAMAR CHS OR TERRY HS | $50,000 |
| WILDLIFE HABITAT FEDERATION | |||||||
| 1331 AUGUSTA DRIVE | HOUSTON | TX | 77057 | NONE | PC | IMPROVE LAND & HABITAT THROUGH OUTREACH & ASSISTANCE TO LANDOWNERS IN COASTAL WATERSHEDS | $50,000 |
| YMCA OF GREATER HOUSTON | |||||||
| 1331 AUGUSTA DRIVE | HOUSTON | TX | 77057 | NONE | PC | TO RENOVATE AND EXPAND THE T.W. DAVIS YMCA LOCATED IN RICHMOND | $2,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $6,805,674 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,363,680 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,676,006 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $452,521 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,387,978 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,512,553 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,392,738 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,392,738 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (1) | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | Yes (1) | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (2 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| MORTON CEMETERY ASSN | ||
| 1a(1) | $60,000 | CASH GRANT |
| MORTON CEMETERY ASSN | ||
| 1b(6) | $0 | MAINTAIN ACCOUNTING RECORDS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORTON CEMETERY ASSN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)13 | OrganizationTypeDesc |
| Relationship Description | SOME COMMON OFFICERS AND DIRECTORS | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ECHO ROCK TRUST CHARITABLE REMAINDER TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WELLS FARGO WEALTH MANAGEMENT P | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78704 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $247,494 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 3.18 ACRES OF LAND IN KERR COUNTY, TX | NoncashPropertyDesc |
| Fair Market Value | $247,494 | FairMarketValueAmt |
| Received | 2021-08-06 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $45,850 | Amt |
| Net Investment Income | $13,755 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $32,095 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORTON CEMETERY ASSOCIATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 MORTON STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77469 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2019-03-19 | GrantDt |
| Grant | $60,000 | GrantAmt |
| Purpose Of Grant | TO MAINTAIN HISTORICAL CEMETERY FOR HISTORICAL, CULTURAL, AND EDUCATIONAL PURPOSES | PurposeOfGrantTxt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | JUNE 23, 2022 | DatesOfReportsByGranteeTxt |
| Results Of Verification | ALL EXPENSES USED AS INTENDED | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $45,847,410 | EOYBookValueAmt |
| EOYFMV | $46,285,902 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $51,877,535 | $98,298,672 |
| MUTUAL FUNDS | $28,103,670 | $43,778,804 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $26,826,978 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $27,218,864 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND, BUILDING, & IMPROVEMENTS 611 MORTON | $939,653 | $287,484 | $652,169 | $433,374 |
| AUTOMOBILE | $30,410 | $30,410 | $0 | $4,000 |
| LAND HELD FOR INVESTMENT | $18,218,390 | $0 | $18,218,390 | $60,333,248 |
| FURNITURE & FIXTURES | $232,090 | $143,121 | $88,969 | $88,969 |
| LAND IMPROVEMENTS | $1,108,159 | $401,533 | $706,626 | $706,626 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIPS | AT COST | $19,214 | $11,708 |
| REAL ESTATE FUNDS | AT COST | $8,448,619 | $13,613,276 |
| ALTERNATIVE INVESTMENTS | AT COST | $23,009,275 | $27,748,689 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| WS FURNITURE & FIXTURES | $157,544 | $136,930 | $20,614 | $20,615 |
| WS BUILDING | $5,457,857 | $1,203,511 | $4,254,346 | $2,443,152 |
| WS AUTO & WATER PLANT | $417,692 | $161,713 | $255,979 | $91,467 |
| WS LAND | $101,250 | $0 | $101,250 | $297,600 |
| LAR FURNITURE & FIXTURES | $556,895 | $267,957 | $288,938 | $288,938 |
| LAR BUILDING & IMPROVEMENTS | $6,975,269 | $854,273 | $6,120,996 | $3,646,000 |
| LAR LAND | $1,781,560 | $0 | $1,781,560 | $5,900,000 |
| LAR AUTO | $59,837 | $41,886 | $17,951 | $17,951 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $209,335 | LegalFeesAmt |
| Net Investment Income | $209,335 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INTANGIBLE ASSETS | Desc |
| BOY Book Value | $3,668,325 | BOYBookValueAmt |
| EOY Book Value | $3,439,054 | EOYBookValueAmt |
| EOYFMV | $18,747,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AUTO & TRUCK | $47,439 | $22,998 | $0 | $24,441 |
| INVESTMENT MGMT FEES | $802,755 | $802,755 | $0 | $0 |
| CONTRACT SERVICES | $197,151 | $7,929 | $0 | $189,222 |
| DUES & SUBSCRIPTIONS | $19,416 | $4,798 | $0 | $14,618 |
| EXPENSE REIMBURSEMENTS | -$14,829 | -$4,449 | $0 | -$10,380 |
| INSURANCE | $155,827 | $47,011 | $0 | $108,816 |
| MAINTENANCE & REPAIR | $435,931 | $71,176 | $0 | $364,755 |
| JANITOR | $17,062 | $5,119 | $0 | $11,943 |
| UTILITIES | $150,280 | $13,311 | $0 | $136,969 |
| MAINTENANCE - WATER PLANT | $11,918 | $0 | $0 | $11,918 |
| SUPPLIES | $185,525 | $21,244 | $0 | $164,281 |
| MISCELLANEOUS | $44,146 | $15,972 | $0 | $28,174 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OIL & GAS ROYALTIES | $12,560,577 | $12,560,577 |
| LONG ACRE RANCH INCOME | $2,382 | $2,382 |
| WELL SPRINGS INCOME | $12,200 | $12,200 |
| K-1 CAPITAL ROYALTY | -$11,244 | -$11,244 |
| K-1 CANYON BALANCED ASP FUND | $22,463 | $22,463 |
| K-1 APOLLO CREDIT STRATEGIES ASP FUND | $28,757 | $28,757 |
| K-1 BC DOUBLE IMPACT | -$227,159 | -$227,159 |
| OTHER MISC | $2 | $2 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS FMV OVER BASIS OF DONATED LAND | Desc |
| Amt | $1,044,743 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER CONSULTING | CategoryTxt |
| Amt | $149,928 | Amt |
| Net Investment Income | $145,508 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,420 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $313,682 | $0 | $0 | $0 |
| AD VALOREM | $225,566 | $225,566 | $0 | $0 |
| PRODUCTION TAX | $346,576 | $346,576 | $0 | $0 |
| FOREIGN | $79,884 | $79,884 | $0 | $0 |
| PAYROLL | $174,438 | $19,418 | $0 | $155,020 |