HENDERSON-WESSENDORFF FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HENDERSON-WESSENDORFF FOUNDATION (EIN 74-6047149)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-16
- IRS object ID
- 202402909349100805
- Schema version
- 2023v5.1
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-16T07:53:24-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2024-10-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SU WAH | PreparerPersonNm |
| PTIN | P01321749 | PTIN |
| Phone | 7136291381 | PhoneNum |
| Preparation | 2024-09-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $395,584,461 | 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 | $45,386 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,156,001 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,156,001 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,798,477 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,798,477 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $476,923 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $476,923 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $476,923 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,267,698 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,947,251 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,267,698 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $24,033,438 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $24,029,526 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $32,777,923 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,728,625 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,082,458 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $269,957 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $812,501 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,671,109 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $163,488 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,507,621 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $600,991 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $71,715 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $529,276 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $31,803 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $31,803 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $48,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $33,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $156,124 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $140,512 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,612 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,124,317 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,574,160 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $146,374 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $876,864 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $329,776 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $38,304 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $9,309 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $28,995 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,270,262 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,118,435 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,151,827 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,900,232 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,723,555 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,225,806 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,022,782 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,022,782 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,923,014 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,723,555 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,248,588 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,854,909 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,005,070 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $45,749 | CashBOYAmt |
| Cash EOY | $60,349 | CashEOYAmt |
| Cash EOYFMV | $60,349 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $21,018,801 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,744,247 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,744,247 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $161,485 | AcctRcvblAmt |
| Acct Rcvbl BOY | $103,494 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $161,485 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $161,485 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $38,057 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $334,274 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $334,274 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $49,026,955 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $60,572,577 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $60,567,111 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $71,404,559 | CorporateStockBOYAmt |
| Corporate Stock EOY | $72,577,149 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $127,825,094 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $48,630,086 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $53,271,105 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $52,059,591 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $20,504,635 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,060,537 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $19,471,147 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $19,444,098 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $61,826,567 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans BOY | $2,283,183 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $2,833,894 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $2,867,092 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $34,707,808 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,371,978 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,499,083 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $16,925,798 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,681,006 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $12,801,929 | LandBOYAmt |
| Land EOY | $13,244,792 | LandEOYAmt |
| Land EOYFMV | $13,892,568 | LandEOYFMVAmt |
| Other Assets BOY | $3,209,783 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,980,512 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,747,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $262,741,551 | TotalAssetsBOYAmt |
| Total Assets EOY | $272,596,460 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $395,584,461 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $262,741,551 | RetainedEarningBOYAmt |
| Retained Earning EOY | $272,596,460 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $262,741,551 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $272,596,460 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $262,741,551 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $272,596,460 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $262,741,551 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,854,909 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $272,596,460 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $272,596,460 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $42,938,186 | $40,348,663 | $2,589,523 | $2,589,523 |
| CAPITAL GAIN ON JOHNSON DEVELOPEMENT | P | $6,284 | $6,284 | $6,284 | |
| BC DOUBLE IMPACT PARTNERSHIP LOSS | P | $330,890 | -$330,890 | -$330,890 | |
| CAPITAL ROYALTY PARTNERSHIP GAIN | P | $2,781 | $2,781 | $2,781 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,267,698 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $403,170 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $403,170 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $403,170 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $735,056 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $735,056 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $331,886 | OverpaymentAmt |
| Applied To ES Tax | $331,886 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 ST | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 774693083 | 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 | $460,175 | $87,624 | $0 |
| JACK H MOORE | ||||||||
| 2116 THOMPSON ROAD SUITE 116 | RICHMOND | TX | 77469 | SECRETARY / LEGAL | 10.00 | $39,800 | $0 | $0 |
| BEN JONES | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | CFO | 40.00 | $318,063 | $79,797 | $0 |
| LANE WARD | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | DIRECTOR | 4.00 | $18,000 | $0 | $0 |
| BARBARA BLEIL | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | DIRECTOR | 2.00 | $18,000 | $0 | $0 |
| SETH DELEERY | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | DIRECTOR | 2.00 | $18,000 | $0 | $0 |
| WILL ROBERTSON | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | DIRECTOR | 2.00 | $19,000 | $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 |
|---|---|---|---|---|---|---|---|---|
| DANA BENOIT | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | CHIEF OF STAFF | 40.00 | $165,000 | $58,895 | $0 |
| JULIE GASTON | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | SENIOR PROGRAM OFFIC | 40.00 | $154,610 | $37,322 | $0 |
| PENNY MEEK | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | PROGRAM OFFICER | 40.00 | $146,150 | $43,944 | $0 |
| OCTOBER SMITH | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | LAR CTR MGR | 40.00 | $117,799 | $49,199 | $0 |
| TODD MABRY | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | RANCH & RETREAT MGR | 40.00 | $120,525 | $30,958 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 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 | $901,962 |
| WILLIS GRAVES & ASSOCIATES INC | |||||
| 8140 N MOPAC BLDG 2 STE 250 | AUSTIN | TX | 78759 | OIL & GAS CONSULTING | $119,262 |
| 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 4,678 ATTENDEES FROM 70 EVENTS IN 2023. | Description1Txt |
| Expenses1 | $925,246 | 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 30,013 ATTENDEES FROM MULTIPLE EVENTS HELD THROUGHOUT THE YEAR ENDING DECEMBER 31, 2023. | Description2Txt |
| Expenses2 | $2,038,599 | 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 | $267,367,252 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,714,987 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $81,211,091 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $361,293,330 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $361,293,330 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,419,400 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $355,873,930 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,793,697 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,793,697 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $403,170 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $403,170 | TotalTaxAmt |
| Distributable Before Adj | $17,390,527 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,390,527 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,390,527 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,248,588 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $989,950 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $19,238,538 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,390,527 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,867,270 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,238,538 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,867,270 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,371,268 | 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 | $3,019,259 | 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 (110 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 GENERAL OPERATIONS | $55,000 | |
| 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 | $41,250 | |
| ARMS WIDE ADOPTION SERVICES | ||||||||
| 6925 PORTWEST DRIVE SUITE 110 | HOUSTON | TX | 77024 | NONE | PC | SUPPORT FORT BEND POST ADOPTION PROGRAM, INCLUDING RICHMOND & ROSENBERG | $30,000 | |
| ATTACK POVERTY | ||||||||
| 3727 GREENBRIAR DR STE 100 | STAFFORD | TX | 77477 | NONE | PC | PURCHASE FIRST BAPTIST CHURCH IN ROSENBERG, REMAINING FUNDS USED FOR GENERAL OPERATIONS | $30,000 | |
| ATTACK POVERTY | ||||||||
| 3727 GREENBRIAR DR STE 100 | STAFFORD | TX | 77477 | NONE | PC | PURCHASE FIRST BAPTIST CHURCH IN ROSENBERG FOR HOUSING & FAMILY SERVICE CENTER | $125,000 | |
| ATTACK POVERTY | ||||||||
| 3727 GREENBRIAR DR STE 100 | STAFFORD | TX | 77477 | NONE | PC | OPERATIONS & PROGRAMS AND BACK OFFICE SUPPORT - FRIENDS OF N RICHMOND, N ROSENBERG, MERCY GOODS | $485,000 | |
| AVDA (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 | |
| BLANCO COUNTY EMERGENCY SERVICES AUXILIARY | ||||||||
| PO BOX 972 | BLANCO | TX | 78606 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $1,000 | |
| BLESSED BE HOPE FOR THREE | ||||||||
| 4771 SWEETWATER BLVD 358 | SUGAR LAND | TX | 77479 | NONE | PC | FOR GENERAL OPERATIONS | $75,000 | |
| BLOOM FITNESS CORPORATION | ||||||||
| 2047 WESTCREEK LANE 608 | HOUSTON | TX | 77027 | NONE | PC | FIT PROGRAM FOR ADULTS WITH INTELLECTUAL & DEVELOPMENT DISABILITIES - RICHMOND | $10,000 | |
| 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 | |
| CALVARY EPISCOPAL CHURCH | ||||||||
| 806 THOMPSON RD | RICHMOND | TX | 77469 | NONE | PC | REPAIR SANCTUARY FOUNDATION, RENOVATE SANCTUARY SPACE, OUTSIDE SURROUNDING PROPERTY | $283,000 | |
| CALVARY EPISCOPAL CHURCH | ||||||||
| 806 THOMPSON RD | RICHMOND | TX | 77469 | NONE | PC | REPAIR SANCTUARY FOUNDATION, RENOVATE SANCTUARY SPACE, OUTSIDE SURROUNDING PROPERTY | $250,000 | |
| CALVARY EPISCOPAL CHURCH | ||||||||
| 806 THOMPSON RD | RICHMOND | TX | 77469 | NONE | PC | REPAIR SANCTUARY FOUNDATION, RENOVATE SANCTUARY SPACE, OUTSIDE SURROUNDING PROPERTY | $250,000 | |
| CALVARY EPISCOPAL SCHOOL INC | ||||||||
| 1201 AUSTIN | RICHMOND | TX | 77469 | NONE | PC | FOR SCHOOL SECURITY | $62,100 | |
| CANYON LAKE FIRE EMS | ||||||||
| P O BOX 2140 | CANYON LAKE | TX | 78133 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $1,000 | |
| 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 | $469,340 | |
| CHILD ADVOCATES OF FORT BEND | ||||||||
| 5403 AVENUE N | ROSENBERG | TX | 77471 | NONE | PC | OPERATING SUPPORT TO EXPAND CASA & CHILDREN'S ADVOCACY CENTER SERVICES | $225,000 | |
| CHILDRENS MUSEUM OF HOUSTON | ||||||||
| 1500 BINZ | HOUSTON | TX | 77004 | NONE | PC | FOR BILINGUAL FAMILY ENGAGEMENT EVENTS & RELATED PROGRAMMING AT 20 LCISD SCHOOLS | $114,260 | |
| CITY OF RICHMOND | ||||||||
| 402 MORTON STREET | RICHMOND | TX | 77469 | NONE | GOV | HIKE AND BIKE TRAIL, DRAINAGE IMPROVEMENTS ON CLAY AND 2ND STREET IN NORTH RICHMOND | $1,914,893 | |
| COLLEGECOMMUNITYCAREER | ||||||||
| 11104 W AIRPORT BLVD STE 106 | STAFFORD | TX | 77477 | NONE | PC | GENERAL OPERATING SUPPORT TO SERVE HIGH SCHOOL STUDENTS IN LCISD | $55,000 | |
| EASTER SEALS OF GREATER HOUSTON INC | ||||||||
| 4888 LOOP CENTRAL DR SUITE 200 | HOUSTON | TX | 77081 | NONE | PC | MENTAL HEALTH & COMPLEMENTARY THERAPY SERVICES TO MILITARY FAMILIES IN FORT BEND CTY | $55,000 | |
| EPISCOPAL THEOLOGICAL SEMINARY OF THE SOUTHWEST | ||||||||
| 501 EAST 32ND STREET | AUSTIN | TX | 787053139 | NONE | PC | RICHMOND BILINGUAL FELLOWS PROGRAM TO RECRUIT, TRAIN, & DEPLOY LPC INTERNS | $336,076 | |
| FAMILY LIFE AND COMMUNITY RESOURCE CENTER | ||||||||
| 821 E HIGHWAY 90A | RICHMOND | TX | 77406 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $112,500 | |
| FAYETTE COMMUNITY FOUNDATION | ||||||||
| PO BOX 664 | LA GRANGE | TX | 78945 | NONE | PC | TO SUPPORT A PROFESSIONAL DEVELOPMENT COLLABORATIVE | $2,500 | |
| 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 COUNTY WOMEN'S CENTER | ||||||||
| P O BOX 183 | RICHMOND | TX | 77406 | NONE | PC | CONSTRUCT 11 HOUSING UNITS AT RIO BEND | $300,000 | |
| 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 PURCHASE AND GENERAL OPERATION OF WEST CAMPUS IN ROSENBERG | $444,575 | |
| FORT BEND FORWARD INC | ||||||||
| 445 COMMERCE GREEN BLVD | SUGAR LAND | TX | 77478 | NONE | PC | PROVIDE EDUCATION FOR FORT BEND LEADERS PARTICIPATING IN LEADERSHIP FORUM CLASSES | $2,000 | |
| 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 | $40,000 | |
| FORT BEND HISTORY ASSOCIATION | ||||||||
| PO BOX 460 | RICHMOND | TX | 77406 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $176,280 | |
| FORT BEND HOPE | ||||||||
| PO BOX 1610 | ROSENBERG | TX | 77471 | NONE | PC | FOR GENERAL OPERATING EXPENSES | $15,000 | |
| 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 | $100,000 | |
| FORT BEND SENIORS MEALS ON WHEELS | ||||||||
| PO BOX 1488 | ROSENBERG | TX | 77471 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $100,000 | |
| 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 | |
| FOUNDATION FOR AUTISM CARE EDUCATION AND SERVICES (FACES AUTISM) | ||||||||
| 13121 LOUETTA ROAD 1360 | CYPRESS | TX | 774295155 | NONE | PC | SCHOLARSHIPS FOR APPLIED BEHAVIORAL ANALYSIS THERAPY FOR LOW-INCOME FAMILIES | $15,000 | |
| GALVESTON-HOUSTON IMMIGRANT REPRESENTATION PROJECT | ||||||||
| PO BOX 36329 | HOUSTON | TX | 77236 | NONE | PC | LEGAL SERVICES - IMMIGRANTS IN RICHMOND BY KNOW YOUR RIGHTS PRESENTATIONS, LEGAL CONSULTATIONS | $15,000 | |
| GRACE AFTER FIRE | ||||||||
| 2929 MCKINNEY ST | HOUSTON | TX | 77003 | NONE | PC | PROVIDE FINANCIAL SUPPORT AND RESOURCE NAVIGATION- FORT BEND COUNTY WOMEN VETERANS AND FAMILIES | $40,000 | |
| GRATIA PLENA | ||||||||
| 10707 CORPORATE DRIVE SUITE 135 | STAFFORD | TX | 77477 | NONE | PC | MENTAL HEALTH COUNSELING FOR RICHMOND, ROSENBERG, & FULSHEAR RESIDENTS | $95,000 | |
| HOPE FORT BEND CLUBHOUSE | ||||||||
| 912 SOUTH 6TH STREET | RICHMOND | TX | 77469 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $80,000 | |
| HOUSTON COMMUNITY TOOLBANK | ||||||||
| 1215 GAZIN ST | HOUSTON | TX | 77020 | NONE | PC | RICHMOND / ROSENBERG TOOL LENDING, OUTREACH, & HANDLING FEES | $15,000 | |
| HOUSTON GALVESTON INSTITUTE | ||||||||
| 2990 RICHMOND AVE SUITE 530 | HOUSTON | TX | 77098 | NONE | PC | MENTAL HEALTH COUNSELING PROGRAMS IN RICHMOND AND LAMAR CISD | $329,837 | |
| INSTITUTE FOR SPIRITUALITY AND HEALTH AT THE TEXAS MEDICAL CENTER | ||||||||
| 8100 GREENBRIAR 300 | HOUSTON | TX | 77054 | NONE | PC | FOR GENERAL OPERATING EXPENSES | $75,000 | |
| JUST DO IT NOW INC | ||||||||
| PO BOX 787 | WHARTON | TX | 77488 | NONE | PC | FOR GENERAL OPERATING EXPENSES | $30,000 | |
| JUSTICE FORWARD | ||||||||
| 515 CAROLINE STREET | HOUSTON TX | TX | 77002 | NONE | PC | TO EXPAND SUPPORT SERVICES TO CLIENTS AND GRADUATES OF FORT BEND COUNTY SPECIALTY COURTS | $20,000 | |
| KATY ARTREACH | ||||||||
| 23501 CINCO RANCH BLVD SUITE H120 | KATY | TX | 77494 | NONE | PC | FOR GENERAL OPERATING EXPENSES | $20,000 | 262 |
| KATY CARES INC | ||||||||
| 6725 SOUTH FRY ROAD SUITE 700-507 | KATY | TX | 77494 | NONE | PC | PARENTING PROGRAM SUPPORTING SINGLE PARENTS IN THE RICHMOND AREA | $20,000 | |
| LAMAR CONSOLIDATED INDEPENDENT SCHOOL DISTRICT LCISD | ||||||||
| 3911 AVENUE I | ROSENBERG | TX | 77471 | NONE | GOV | TO PROVIDE ACCESS TO MENTAL HEALTH SERVICES AND LIFE COACHING FOR FACULTY AT LCISD BLUE AND RED TRACK CAMPUSES | $140,000 | |
| LAMAR CONSOLIDATED INDEPENDENT SCHOOL DISTRICT LCISD | ||||||||
| 3911 AVENUE I | ROSENBERG | TX | 77471 | NONE | GOV | TO PROVIDE A SALARY FOR A FULL-TIME COMMUNITY ENGAGEMENT COORDINATOR | $75,000 | |
| LAMAR EDUCATIONAL AWARDS FOUNDATION | ||||||||
| 3911 AVENUE I | ROSENBERG | TX | 77471 | NONE | PC | TRANSPORTATION COSTS - STUDENTS IN LAMAR CISD FIELD TRIP TO LONG ACRES RANCH | $12,400 | |
| LAMAR NATIONAL LITTLE LEAGUE | ||||||||
| PO BOX 1101 | RICHMOND | TX | 77406 | NONE | PC | TO TURF THE INFIELD OF FIELD 2 AT GEORGE PARK | $67,500 | |
| LITERACY COUNCIL OF FORT BEND COUNTY | ||||||||
| 12530 EMILY COURT | SUGAR LAND | TX | 77478 | NONE | PC | OPERATING SUPPORT TO INCREASE CAPACITY & EXPAND SERVICES IN N RICHMOND | $45,000 | |
| LONE STAR LEGAL AID | ||||||||
| 1415 FANNIN STREET | HOUSTON | TX | 77002 | NONE | PC | FUND FREE CIVIL LEGAL SERVICES FOR LOW INCOME RICHMOND / ROSENBERG RESIDENTS | $25,000 | |
| 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 | $12,399 | |
| MOUNT PILGRIM MISSIONARY BAPTIST CHURCH | ||||||||
| PO BOX 163 | THOMPSON | TX | 77481 | NONE | PC | FOR ANNUAL FLOOD, FIRE, & WINDSTORM INSURANCE | $1,897 | |
| OAKBEND MEDICAL CENTER | ||||||||
| 1705 JACKSON ST | RICHMOND | TX | 77469 | NONE | PC | TO PROVIDE QUALITY HEALTHCARE TO THE INDIGENT IN FORT BEND COUNTY | $1,000,000 | |
| OAKBEND MEDICAL CENTER | ||||||||
| 1705 JACKSON ST | RICHMOND | TX | 77469 | NONE | PC | TO PROVIDE QUALITY HEALTHCARE TO THE INDIGENT OF FORT BEND COUNTY | $150,000 | |
| OAKBEND MEDICAL CENTER | ||||||||
| 1705 JACKSON ST | RICHMOND | TX | 77469 | NONE | PC | TO INCREASE SECURITY AT THE JACKSON STREET CAMPUS | $75,000 | |
| OPERATION WARM | ||||||||
| PO BOX 822431 | PHILADELPHIA | PA | 19182 | NONE | PC | TO PROVIDE NEW COATS & SHOES TO UNDERSERVED CHILDREN IN RICHMOND, TX | $80,000 | |
| OUR LADY OF GUADALUPE CATHOLIC CHURCH | ||||||||
| 1600 AVENUE D | ROSENBERG | TX | 77471 | NONE | PC | TO BUILD A FOOD PANTRY | $310,000 | |
| PARKS YOUTH RANCH INC | ||||||||
| PO BOX 17688 | SUGAR LAND | TX | 77496 | NONE | PC | SUPPORT TRANSITIONAL LIVING PROGRAM, SPECIFICALLY HIRE AN AFTER CARE SPECIALIST & OUTREACH COORDINATOR | $50,000 | |
| PRAYERS OF THE PEOPLE | ||||||||
| PO BOX 22262 | HOUSTON | TX | 77227 | NONE | PC | FOR FORT BEND COUNTY PROGRAM OPERATIONS | $50,000 | |
| PREGNANCY RESOURCE MEDICAL CENTER OF FT BEND COUNTY | ||||||||
| 4411 AVENUE N | ROSENBERG | TX | 77471 | NONE | PC | FOR THE SALARY AND EXPENDITURES OF THE MEDICAL STAFF (NURSE/SONOGRAPHER) | $25,000 | |
| PTSD FOUNDATION OF AMERICA | ||||||||
| 9724 DERRINGTON | HOUSTON | TX | 77064 | NONE | PC | SUPPORT FORT BEND COUNTY VETERANS IN CAMP HOPES RESIDENTIAL PROGRAM | $150,000 | |
| REMIND | ||||||||
| PO BOX 27607 | HOUSTON | TX | 77227 | NONE | PC | TO PROVIDE MENTAL HEALTH SUPPORT GROUPS FOR RICHMOND/ROSENBERG INDIVIDUALS AND THEIR FAMILY | $40,000 | |
| RICHMOND OILERS FOOTBALL & CHEER | ||||||||
| PO BOX 1426 | RICHMOND | TX | 77406 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| ROSENBERG-RICHMOND HELPING HANDS INC | ||||||||
| PO BOX 1268 | RICHMOND | TX | 77406 | NONE | PC | FOR GENERAL OPERATIONS | $75,000 | |
| ROSENBERG RAILROAD MUSEUM | ||||||||
| PO BOX 369 | ROSENBERG | TX | 77471 | NONE | PC | FOR GENERAL OPERATIONS AND SALARIES OF EDUCATION COORDINATOR AND EDUCATION PROGRAM ASSISTANT | $55,000 | |
| SAM HOUSTON AREA COUNCIL BOY SCOUTS OF AMERICA | ||||||||
| 2225 NORTH LOOP WEST | HOUSTON | TX | 77008 | NONE | PC | FOR FORT BEND COUNTY PROGRAMS | $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 | $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 | $17,000 | |
| SCHOLARSHIP AMERICA | ||||||||
| PO BOX 772514 | DETROIT | MI | 482772514 | NONE | PC | SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN FFA CAREER DEVELOPMENT EVENT HELD IN RICHMOND | $16,000 | |
| SCHOLARSHIP AMERICA | ||||||||
| PO BOX 772514 | DETROIT | MI | 482772514 | NONE | PC | SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN FFA CAREER DEVELOPMENT EVENT HELD IN RICHMOND | $25,000 | |
| SCHOLARSHIP AMERICA | ||||||||
| PO BOX 772514 | DETROIT | MI | 482772514 | NONE | PC | SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN FFA CAREER DEVELOPMENT EVENT HELD IN BLANCO | $6,000 | |
| SCHOLARSHIP AMERICA | ||||||||
| PO BOX 772514 | DETROIT | MI | 482772514 | NONE | PC | SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN FFA CAREER DEVELOPMENT EVENT HELD IN RICHMOND AND BLANCO | $8,375 | |
| 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 | |
| SERENITY RETREAT | ||||||||
| 2060 NORTH LOOP WEST STE 200 | HOUSTON | TX | 77018 | NONE | PC | TO PROVIDE FREE TRANSFORMATION PRAYER MINISTRY SERVICES TO RESIDENTS OF FORT BEND COUNTY | $10,000 | |
| SHARPEN RECOVERY | ||||||||
| PO BOX 131364 | HOUSTON | TX | 77219 | NONE | PC | FOR RENT AND UTILITIES TO OPERATE TWO SUBSTANCE ABUSE RECOVERY HOMES | $25,000 | |
| ST JOHN'S UNITED METHODIST CHURCH | ||||||||
| 400 JACKSON STREET | RICHMOND | TX | 77469 | NONE | PC | TO REPLACE EIGHT HVAC UNITS AND TO MODERNIZE THE ELEVATOR | $185,700 | |
| ST JOHN XXIII COLLEGE PREPARATORY | ||||||||
| 1800 WEST GRAND PARKWAY N | KATY | TX | 77449 | NONE | PC | TO MAKE CAMPUS-WIDE CAPITAL IMPROVEMENTS | $50,000 | |
| ST JOHN XXIII COLLEGE PREPARATORY | ||||||||
| 1800 WEST GRAND PARKWAY N | KATY | TX | 77449 | NONE | PC | TO MAKE CAMPUS-WIDE CAPITAL IMPROVEMENTS | $300,000 | |
| TEXANA CENTER | ||||||||
| 2330 GRAEBER ROAD | ROSENBERG | TX | 77471 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $150,000 | |
| TEXAS A&M AGRILIFE EXTENSION | ||||||||
| ATTN BANKING RECEIVABLESPO BOX | COLLEGE STATION | TX | 778422147 | NONE | GOV | FOR LONG ACRES RANCH EDUCATIONAL ENDEAVORS DIRECTED BY DR. JIM CATHEY | $68,750 | 10420 TAMUS 2147 |
| TEXAS AIRGUARD MAXIMUM EFFORT | ||||||||
| 2121 LOHMANS CROSSING RD STE 504 | AUSTIN | TX | 78734 | NONE | PC | MEALS DURING CHAPLAIN ANNUAL SUSTAINMENT TRAINING FOR TEXAS STATE GUARD CHAPLAINS & CHAPLAIN ASSISTANTS | $7,500 | |
| TEXAS PARKS AND WILDLIFE FOUNDATION | ||||||||
| 2914 SWISS AVENUE | DALLAS | TX | 75204 | NONE | SO I | EQUIPMENT FOR BRAZOS BEND STATE PARK, EMERGENCY RESPONSE TRAILER, GENERATOR FOR WARDENS - FB COUNTY | $18,500 | |
| 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 ARC OF FORT BEND COUNTY | ||||||||
| 407 JULIE RIVERS DR | SUGAR LAND | TX | 77478 | NONE | PC | TO PURCHASE AND BUILD-OUT A NEW OFFICE SPACE | $500,000 | |
| THE JUNG CENTER | ||||||||
| 5200 MONTROSE | HOUSTON | TX | 77006 | NONE | PC | FOR CONFERENCES TO EXPLORE RELATIONSHIPS BETWEEN MENTAL HEALTH AND RELIGION | $11,000 | |
| 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 | MAMMOGRAMS, DIAGNOSTIC CARE & TREATMENT NAVIGATION - UNINSURED RICHMOND / ROSENBERG WOMEN | $30,000 | |
| THE SANCTUARY FOSTER CARES SERVICES (TSFCS) | ||||||||
| 1350 NASA PARKWAY | HOUSTON | TX | 77058 | NONE | PC | ESTABLISH FB COUNTY BRANCH PROVIDING FOSTER CARE SERVICES FOR FORT BEND FAMILIES | $50,000 | |
| THE SOCIETY OF ST VINCENT DE PAUL ARCHDIOCESE OF GALVESTON-HOUSTON | ||||||||
| 2403 HOLCOMBE BLVD | HOUSTON | TX | 77021 | NONE | PC | FOR EMERGENCY FOOD, RENT, MORTGAGE AND UTILITY ASSISTANCE FOR FORT BEND COUNTY RESIDENTS | $20,000 | |
| THE TSTC FOUNDATION | ||||||||
| 3801 CAMPUS DR | WACO | TX | 767051607 | NONE | PC | SUPPORT VET STUDENTS AT THE FORT BEND CAMPUS OR FORT BEND VETS ATTENDING ANY TSTC CAMPUS | $25,000 | |
| THE TSTC FOUNDATION | ||||||||
| 3801 CAMPUS DR | WACO | TX | 767051607 | NONE | PC | PROVOST FUND SUPPORT STUDENTS - FORT BEND CAMPUS / FORT BEND RESIDENT ATTENDING ANY TSTC CAMPUS | $25,000 | |
| THE TSTC FOUNDATION | ||||||||
| 3801 CAMPUS DR | WACO | TX | 767051607 | NONE | PC | TO CONSTRUCT AN EDUCATION BUILDING FOR TSTC FORT BEND | $1,053,470 | |
| THE TSTC FOUNDATION | ||||||||
| 3801 CAMPUS DR | WACO | TX | 767051607 | NONE | PC | SCHOLARSHIPS TO STUDENTS ATTENDING TEXAS STATE TECHNICAL COLLEGE FORT BEND | $100,000 | |
| THE TUTORING SHACK ACADEMY INC | ||||||||
| 2006 THOMPSON HWY SUITE 201 | RICHMOND | TX | 77469 | NONE | PC | TO PURCHASE COMPUTERS AND RELATED HARDWARE AND SOFTWARE | $9,530 | |
| UNDIES FOR EVERYONE | ||||||||
| 3610 WILLOWBEND 1000 | HOUSTON | TX | 77054 | NONE | PC | TO DISTRIBUTE UNDERWEAR TO RICHMOND/ROSENBERG CHILDREN IN NEED | $33,300 | |
| UNITE & INSPIRE | ||||||||
| 4942 THUNDER CREEK LANE | SUGAR LAND | TX | 77479 | NONE | PC | OPERATING SUPPORT, & EXPANSION OF YOUTH LEADERSHIP PROGRAMS FOR RICHMOND/ROSENBERG YOUTH | $10,350 | |
| UNIVERSITY OF HOUSTON | ||||||||
| 5000 GULF FWY BLDG 1 RM 300 | HOUSTON | TX | 772042013 | NONE | GOV | SCHOLARSHIPS AT UH SUGAR LAND DIVISION OF TECHNOLOGY, COLLEGE OF ENGINEERING, FOR LAMAR CHS STUDENTS | $37,500 | |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON | ||||||||
| 7000 FANNIN STE 1200 | HOUSTON | TX | 77030 | NONE | GOV | SUPPORT NURTURING RESILIENCE INITIATIVE FOR UNDERSERVED CHILDREN AND FAMILIES IN FORT BEND COUNTY | $200,000 | |
| VETERANS ASSISTANCE DOGS OF TEXAS INC | ||||||||
| 317 SIDNEY BAKER ST SUITE 400 PMB | KERRVILLE | TX | 78028 | NONE | PC | TO TRAIN A SERVICE DOG TO BE PLACED WITH A DISABLED VETERAN RESIDING IN RICHMOND, TEXAS | $24,000 | 338 |
| WHARTON COUNTY JUNIOR COLLEGE | ||||||||
| 911 BOLING HWY | WHARTON | TX | 77488 | NONE | GOV | SCHOLARSHIPS TO GRADUATES OF LAMAR CHS OR TERRY HS & RICHMOND / ROSENBERG RESIDENTS | $50,000 | |
| 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,022,782 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACHIEVE FORT BEND COUNTY | ||||||||
| PO BOX 707 | SUGAR LAND | TX | 774870707 | NONE | PC | FOR SUMMER READING PROGRAM FOR AT-RISK YOUNG READERS IN FORT BEND COUNTY | $82,500 | |
| ATTACK POVERTY | ||||||||
| 3727 GREENBRIAR DR STE 100 | STAFFORD | TX | 77477 | NONE | PC | OPERATIONS & PROGRAMS AT FRIENDS OF NORTH RICHMOND, FRIENDS OF NORTH ROSENBERG AND MERCY GOODS | $1,049,985 | |
| BLESSED BE HOPE FOR THREE INC | ||||||||
| 4771 SWEETWATER BLVD 358 | SUGAR LAND | TX | 77479 | NONE | PC | FOR GENERAL OPERATIONS | $165,000 | |
| BO'S PLACE | ||||||||
| 10050 BUFFALO SPEEDWAY | HOUSTON | TX | 77054 | NONE | PC | FOR GRIEF SUPPORT GROUPS FOR FORT BEND COUNTY RESIDENTS | $10,000 | |
| 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 IN FORT BEND | $880,660 | |
| CHILD ADVOCATES OF FORT BEND | ||||||||
| 5403 AVENUE N | ROSENBERG | TX | 77471 | NONE | PC | FOR OPERATING SUPPORT FOR THE CHILDRENS ADVOCACY CENTER, CASA PROGRAM AND COMMUNITY ENGAGEMENT | $450,000 | |
| CITY OF ROSENBERG | ||||||||
| PO BOX 32 | ROSENBERG | TX | 77471 | NONE | GOV | OPERATING SUPPORT OF ROSENBERG ANIMAL CONTROL & SHELTER'S LIFESAVING SAFETY NET PROGRAM | $75,000 | |
| COASTAL CONSERVATION ASSOCIATION | ||||||||
| 6919 PORTWEST DR SUITE 100 | HOUSTON | TX | 77024 | NONE | PC | FOR A $25,000 YOUTH DRAWING SCHOLARSHIP | $75,000 | |
| FORT BEND FAMILY HEALTH CENTER (DBA ACCESSHEALTH) | ||||||||
| 400 AUSTIN STREET | RICHMOND | TX | 77469 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $1,500,000 | |
| FORT BEND SENIORS MEALS ON WHEELS | ||||||||
| PO BOX 1488 | ROSENBERG | TX | 77471 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $100,000 | |
| LAMAR CONSOLIDATED INDEPENDENT SCHOOL DISTRICT LCISD | ||||||||
| 3911 AVENUE I | ROSENBERG | TX | 77471 | NONE | GOV | MENTAL HEALTH SERVICES / LIFE COACHING FOR FACULTY AT LCISD BLUE & RED TRACK CAMPUSES & CENTRAL ADMIN | $325,900 | |
| RICHMOND OILERS FOOTBALL & CHEER | ||||||||
| PO BOX 1426 | RICHMOND | TX | 77406 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| SAM HOUSTON AREA COUNCIL BOY SCOUTS OF AMERICA | ||||||||
| 2225 NORTH LOOP WEST | HOUSTON | TX | 77008 | NONE | PC | FOR FORT BEND COUNTY PROGRAMS | $150,000 | |
| SCHOLARSHIP AMERICA | ||||||||
| P O BOX 772514 | DETROIT | MI | 482772514 | NONE | PC | SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN FFA CAREER DEVELOPMENT EVENT HELD IN RICHMOND AND BLANCO | $102,000 | |
| TEXAS A&M AGRILIFE EXTENSION | ||||||||
| ATTN BANKING RECEIVABLESPO BOX | COLLEGE STATION | TX | 778422147 | NONE | GOV | FOR LONG ACRES RANCH EDUCATIONAL ENDEAVORS DIRECTED BY DR. JIM CATHEY | $96,250 | 10420 TAMUS 2147 |
| THE SANCTUARY FOSTER CARE SERVICES (TSFCS) | ||||||||
| 1350 NASA PARKWAY | HOUSTON | TX | 77058 | NONE | PC | OPERATING SUPPORT - FB COUNTY OFFICE PROVIDING FOR FORT BEND COUNTY FOSTER & ADOPTIVE FAMILIES | $50,000 | |
| THE TSTC FOUNDATION | ||||||||
| 3801 CAMPUS DR | WACO | TX | 767051607 | NONE | PC | PROVOST FUND FOR STUDENTS AT FORT BEND CAMPUS OR FORT BEND RESIDENT ATTENDING ANY TSTC CAMPUS | $50,000 | |
| THE TSTC FOUNDATION | ||||||||
| 3801 CAMPUS DR | WACO | TX | 767051607 | NONE | PC | SUPPORT FOR VET STUDENTS AT FORT BEND CAMPUS OR FORT BEND VETS ATTENDING ANY TSTC CAMPUS | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,262,295 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,156,001 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,798,477 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $476,923 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $3,912 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,029,526 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,267,698 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $3,912 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $32,728,625 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,732,537 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| WESSENDORFF ANIMALS TRUST - CHARITABLE REMAINDER TRUST | ||||||
| 1 | C/O WELLS FARGO WEALTH MANAGEMENT P | AUSTIN | TX | 78404 | $44,156 | Yes (X) |
| LEONARD & HATTIE MAE BAILEY TUW TRUST - CHARITABLE REMAINDER | ||||||
| 2 | C/O WELLS FARGO WEALTH MANAGEMENT P | AUSTIN | TX | 78404 | $1,230 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $48,000 | Amt |
| Net Investment Income | $14,400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $33,600 | 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 | 2022-08-09 | 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 | JULY 7, 2023 | 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 | $53,271,105 | EOYBookValueAmt |
| EOYFMV | $52,059,591 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $51,795,723 | $97,930,379 |
| MUTUAL FUNDS | $20,781,426 | $29,894,715 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $60,572,577 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $60,567,111 | 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 | $990,280 | $329,651 | $660,629 | $1,187,979 |
| AUTOMOBILE | $30,410 | $30,410 | $0 | $4,000 |
| LAND HELD FOR INVESTMENT | $18,061,009 | $0 | $18,061,009 | $60,512,248 |
| FURNITURE & FIXTURES | $232,090 | $186,981 | $45,109 | $45,109 |
| LAND IMPROVEMENTS | $1,190,846 | $513,495 | $677,351 | $77,231 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIPS | AT COST | $27,998 | $11,708 |
| REAL ESTATE FUNDS | AT COST | $8,862,650 | $11,365,975 |
| ALTERNATIVE INVESTMENTS | AT COST | $27,481,330 | $35,121,400 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| WS FURNITURE & FIXTURES | $196,135 | $154,042 | $42,093 | $42,093 |
| WS BUILDING & IMPROVEMENTS | $5,479,657 | $1,504,832 | $3,974,825 | $2,463,317 |
| WS AUTO | $194,504 | $147,994 | $46,510 | $46,510 |
| WS WATER PLANT | $223,188 | $70,121 | $153,067 | |
| WS LAND | $101,250 | $0 | $101,250 | $297,600 |
| LAR FURNITURE & FIXTURES | $851,684 | $418,420 | $433,264 | $433,264 |
| LAR BUILDING & IMPROVEMENTS | $8,037,983 | $1,325,760 | $6,712,223 | $4,689,784 |
| LAR LAND | $1,781,560 | $0 | $1,781,560 | $5,900,000 |
| LAR AUTO | $59,837 | $59,837 | $0 | $20,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $31,803 | LegalFeesAmt |
| Net Investment Income | $31,803 | 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 | $3,209,783 | BOYBookValueAmt |
| EOY Book Value | $2,980,512 | EOYBookValueAmt |
| EOYFMV | $18,747,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AUTO & TRUCK | $72,041 | $35,070 | $0 | $36,971 |
| INVESTMENT MGMT FEES | $890,221 | $890,221 | $0 | $0 |
| CONTRACT SERVICES | $256,413 | $16,510 | $0 | $239,903 |
| DUES & SUBSCRIPTIONS | $26,391 | $4,490 | $0 | $21,901 |
| INSURANCE | $192,930 | $63,048 | $0 | $129,882 |
| MAINTENANCE & REPAIR | $404,814 | $55,126 | $0 | $349,688 |
| UTILITIES | $179,000 | $13,497 | $0 | $165,503 |
| MAINTENANCE - WATER PLANT | $13,011 | $0 | $0 | $13,011 |
| SUPPLIES | $180,907 | $18,203 | $0 | $162,704 |
| MISCELLANEOUS | $54,534 | $22,270 | $0 | $32,264 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OIL & GAS ROYALTIES | $23,711,512 | $23,711,512 |
| LONG ACRE RANCH INCOME | $0 | $0 |
| WELL SPRINGS INCOME | $14,600 | $14,600 |
| K-1 CAPITAL ROYALTY | -$7,009 | -$7,009 |
| K-1 CANYON BALANCED ASP FUND | $72,878 | $72,878 |
| K-1 APOLLO CREDIT STRATEGIES ASP FUND | $524,466 | $524,466 |
| K-1 BC DOUBLE IMPACT | -$349,715 | -$349,715 |
| OTHER MISC | $62,794 | $62,794 |
| K-1 BC DOUBLE IMPACT UBTI | $3,912 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER CONSULTING | CategoryTxt |
| Amt | $156,124 | Amt |
| Net Investment Income | $140,512 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,612 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $403,170 | $0 | $0 | $0 |
| UBI TAX | $612 | $0 | $0 | $0 |
| AD VALOREM | $399,930 | $399,930 | $0 | $0 |
| PRODUCTION TAX | $1,069,366 | $1,069,366 | $0 | $0 |
| FOREIGN | $86,078 | $86,078 | $0 | $0 |
| PAYROLL | $165,161 | $18,786 | $0 | $146,374 |