HENDERSON-WESSENDORFF FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HENDERSON-WESSENDORFF FOUNDATION (EIN 74-6047149)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-13
- IRS object ID
- 202142569349100034
- Schema version
- 2020v4.1
- 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
- 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 | 2021-09-13T14:26:43-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-09-13 | 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 | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $324,667,515 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,764,233 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,764,233 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,085,485 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,085,485 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $376,711 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $376,711 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $376,711 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,456,505 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $68,743,264 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,456,505 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,922,828 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,922,828 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $17,605,762 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,605,762 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $975,078 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $292,523 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $682,555 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,272,156 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $183,485 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,088,671 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $457,027 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $57,003 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $400,024 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $605,852 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $605,852 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $46,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $32,550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $190,173 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $187,023 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,150 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $969,652 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $665,802 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $104,148 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $769,196 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $321,529 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $13,012 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,658 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,697 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,863,438 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $909,854 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $953,584 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,162,084 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,238,679 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,274,379 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,620,259 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,620,259 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,782,343 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,238,679 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,894,638 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$176,581 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,367,083 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,804 | CashBOYAmt |
| Cash EOY | $14,086 | CashEOYAmt |
| Cash EOYFMV | $14,086 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,594,079 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,875,772 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,875,772 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $104,140 | AcctRcvblAmt |
| Acct Rcvbl BOY | $100,959 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $104,140 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $104,140 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $168,015 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $362,628 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $435,990 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $435,990 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $30,957,285 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $28,395,862 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $29,275,787 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $81,368,701 | CorporateStockBOYAmt |
| Corporate Stock EOY | $73,346,171 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $116,953,065 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $37,509,255 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,221,040 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $51,728,812 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $21,073,851 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $764,972 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $20,149,289 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $20,308,879 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $51,062,922 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $29,986,003 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,742,020 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $33,101,398 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,219,480 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,171,477 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $12,230,242 | LandBOYAmt |
| Land EOY | $13,048,003 | LandEOYAmt |
| Land EOYFMV | $14,368,543 | LandEOYFMVAmt |
| Other Assets BOY | $3,897,597 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,668,325 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,747,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $228,329,857 | TotalAssetsBOYAmt |
| Total Assets EOY | $228,160,288 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $324,667,515 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $7,012 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,012 | 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 | $228,329,857 | RetainedEarningBOYAmt |
| Retained Earning EOY | $228,153,276 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $228,329,857 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $228,153,276 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $228,329,857 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $228,160,288 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $228,329,857 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$176,581 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $228,153,276 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $228,153,276 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|
| CAPITAL ROYALTY PARTNERSHIP LOSS | P | $569,357 | -$569,357 | -$569,357 | ||
| GAIN ON RECOVERY OF LID AR | P | $19,120 | $19,120 | $19,120 | ||
| CAPITAL GAINS DIVIDENDS | P | $183,033 | $183,033 | $183,033 | ||
| PUBLICY TRADED SECURITIES | P | $66,717,402 | $563,897 | $563,897 | $67,281,299 | |
| CAPITAL GAIN ON JOHNSON DEV CO | P | $1,258,312 | $1,258,312 | $1,258,312 | ||
| GAIN ON SALE OF FIXED ASSETS | P | $4,950 | $1,500 | $1,500 | $1,500 | $4,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,456,505 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $199,702 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $199,702 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $199,702 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $559,629 | 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 | $559,629 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $359,927 | OverpaymentAmt |
| Applied To ES Tax | $359,927 | 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 | $414,154 | $74,191 | $0 |
| JACK H MOORE | ||||||||
| 2116 THOMPSON ROAD SUITE 116 | RICHMOND | TX | 77469 | SECRETARY / LEGAL | 10.00 | $56,060 | $0 | $0 |
| BEN JONES | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | CFO | 40.00 | $286,378 | $68,795 | $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 | $0 | $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 | GRANTS OFFICER | 40.00 | $114,237 | $29,541 | $0 |
| PENNY MEEK | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | GRANTS & OPS MGR | 40.00 | $107,341 | $34,815 | $0 |
| OCTOBER SMITH | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | LAR CTR MGR | 40.00 | $98,882 | $40,148 | $0 |
| TODD MABRY | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | RANCH & RETREAT MGR | 30.00 | $99,905 | $25,652 | $0 |
| DANA BENOIT | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | CHIEF OF STAFF | 40.00 | $99,865 | $25,504 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 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 | $685,086 |
| MCGINNIS LOCHRIDGE | |||||
| 711 LOUISIANA ST | HOUSTON | TX | 77002 | LEGAL | $548,754 |
| WILLIS GRAVES & ASSOCIATES INC | |||||
| 8140 N MOPAC BLDG 2 STE 250 | AUSTIN | TX | 78759 | OIL & GAS CONSULTING | $105,540 |
| JACKSON SJOBERG & TOWNSEND LLP | |||||
| 711 W 7TH ST | AUSTIN | TX | 78701 | LEGAL | $57,058 |
| 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 2,015 ATTENDEES FROM 47 EVENTS IN 2020. | Description1Txt |
| Expenses1 | $819,531 | 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 5,719 ATTENDEES FROM 150 EVENTS IN 2020. | Description2Txt |
| Expenses2 | $1,365,858 | 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 | $199,658,805 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,363,055 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $72,171,810 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $289,193,670 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $289,193,670 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,337,905 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $284,855,765 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,242,788 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,242,788 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $199,702 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $199,702 | TotalTaxAmt |
| Distributable Before Adj | $14,043,086 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,043,086 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,043,086 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,894,638 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,265,428 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $15,160,066 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,160,066 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,043,086 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,629,550 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,160,066 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,629,550 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,530,516 | 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 | $1,512,570 | 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 (104 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BAYTOWN ANIMAL CONTROL CITIZEN RESPONDERS | ||||||||
| PO BOX 2772 | BAYTOWN | TX | 77522 | NONE | PC | DONATION IN MEMORY OF BETTY DUVAL | $250 | |
| BLANCO COUNTY EMERGENCY SERVICES AUXILIARY | ||||||||
| PO BOX 972 | BLANCO | TX | 78606 | NONE | PC | DONATION FOR GENERAL OPERATING SUPPORT | $500 | |
| BLANCO COUNTY EMERGENCY SERVICES AUXILIARY | ||||||||
| PO BOX 972 | BLANCO | TX | 78606 | NONE | PC | TO PURCHASE POINT OF CARE LAB TESTING SYSTEM | $29,200 | |
| BLANCO INDEPENDENT SCHOOL DISTRICT | ||||||||
| 814 11TH STREET | BLANCO | TX | 78606 | NONE | GOV | TO PURCHASE EQUIPMENT FOR IMPLEMENTATION OF NEW CAREER AND TECHNICAL EDUCATION PROGRAM, CULINARY ARTS | $25,000 | |
| 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 | |
| BUGGY BARN MUSEUM | ||||||||
| PO BOX 504 | BLANCO | TX | 78606 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $1,000 | |
| CASA DE ESPERANZA DE LOS NINOS INC | ||||||||
| PO BOX 301209 | HOUSTON | TX | 77230 | NONE | PC | PROVIDE RESIDENTIAL & FAMILY SUPPORT SERVICES FOR RICHMOND/ROSENBERG CHILDREN & FAMILIES | $25,000 | |
| CHILDPROOF AMERICA | ||||||||
| 1351 BLACKHEATH CT | KATY | TX | 77494 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $11,000 | |
| CHILDREN AT RISK INC | ||||||||
| 2900 WESLAYAN SUITE 400 | HOUSTON | TX | 77027 | NONE | PC | WORK WITH FB PARTNERS TO DEFINE DATA ABOUT OPPORTUNITIES FOR YOUTH & REPORT STRATEGIES | $56,525 | |
| EASTER SEALS OF GREATER HOUSTON INC | ||||||||
| 4888 LOOP CENTRAL DR SUITE 200 | HOUSTON | TX | 77081 | NONE | PC | PROVIDE MENTAL HEALTH AND ALTERNATIVE THERAPY SERVICES TO MILITARY FAMILIES IN FORT BEND | $30,000 | |
| FAMILY LIFE AND COMMUNITY RESOURCE CENTER | ||||||||
| 2204 THOMPSON ROAD SUITE 200 | RICHMOND | TX | 77469 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $35,000 | |
| FAMILY LIFE AND COMMUNITY RESOURCE CENTER | ||||||||
| 2204 THOMPSON ROAD SUITE 200 | RICHMOND | TX | 77469 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $30,000 | |
| 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 | ||||||||
| 301 JACKSON STREET | RICHMOND | TX | 77469 | NONE | GOV | TO ASSIST FORT BEND COUNTY RESIDENTS WITH RENT, MORTGAGE, UTILITIES AND DAYCARE | $125,000 | |
| FORT BEND COUNTY | ||||||||
| 301 JACKSON STREET | RICHMOND | TX | 77469 | NONE | GOV | EDUCATE AND MOBILIZE HARD TO COUNT RICHMOND-ROSENBERG RESIDENTS TO RESPOND TO 2020 CENSUS | $150,000 | |
| HOUSTON COMMUNITY TOOLBANK | ||||||||
| 1215 GAZIN ST | HOUSTON | TX | 77020 | NONE | PC | TO EXPAND THE TOOLBANK PROGRAM IN RICHMOND/ROSENBERG | $10,000 | |
| HOUSTON MUSEUM OF NATURAL SCIENCE | ||||||||
| 5555 HERMANN PARK DRIVE | HOUSTON | TX | 77030 | NONE | PC | UPDATE & REPAIR GEORGE OBSERVATORY STRUCTURE, EDUCATIONAL EXHIBITS AND TEACHING SPACES | $100,000 | |
| JUST DO IT NOW INC | ||||||||
| PO BOX 787 | WHARTON | TX | 77488 | NONE | PC | FOR OPERATING EXPENSES TO SUPPORT YOUTH PROGRAMMING SALARIES AND SUPPLIES | $30,000 | |
| 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 | |
| LAMAR CONSOLIDATED INDEPENDENT SCHOOL DISTRICT LCISD | ||||||||
| 3911 AVENUE I | ROSENBERG | TX | 77471 | NONE | GOV | CTE LAPTOPS, LICENSING, & HOTSPOTS & SERVICE FOR BLUE AND RED TRACK STUDENTS & SCHOOLS | $441,000 | |
| LAMAR CONSOLIDATED INDEPENDENT SCHOOL DISTRICT LCISD | ||||||||
| 3911 AVENUE I | ROSENBERG | TX | 77471 | NONE | GOV | TO PURCHASE MEALS FOR LAMAR CHS AND TERRY HS COMMUNITY CONVERSATION EVENTS | $3,875 | |
| LITERACY COUNCIL OF FORT BEND COUNTY | ||||||||
| 12530 EMILY COURT | SUGAR LAND | TX | 77478 | NONE | PC | FOR EMERGENCY FOUNDATION AND INTERIOR BUILDING REPAIRS | $20,000 | |
| NAMI GREATER HOUSTON | ||||||||
| 9401 SOUTHWEST FREEWAY SUITE 1234 | HOUSTON | TX | 77074 | NONE | PC | FOR THE HEALING CIRCLES PILOT PROGRAM IN FORT BEND | $30,000 | |
| NAMI GREATER HOUSTON | ||||||||
| 9401 SOUTHWEST FREEWAY SUITE 1234 | HOUSTON | TX | 77074 | NONE | PC | FOR OPERATING SUPPORT TO INCREASE FORT BEND PROGRAMMING | $25,000 | |
| NEEDVILLE HIGH SCHOOL SCHOLARSHIP FUND INC | ||||||||
| P O BOX 93 | NEEDVILLE | TX | 77461 | NONE | PC | FOR SCHOLARSHIPS TO STUDENTS GRADUATING FROM NEEDVILLE HIGH SCHOOL | $25,000 | |
| PTSD FOUNDATION OF AMERICA | ||||||||
| 9724 DERRINGTON | HOUSTON | TX | 77064 | NONE | PC | SUPPORT FORT BEND VETERANS IN CAMP HOPES RESIDENTIAL PROGRAM, EXPAND PRESENCE IN COUNTY | $50,000 | |
| REMIND | ||||||||
| PO BOX 27607 | HOUSTON | TX | 77227 | NONE | PC | PROVIDE FREE WEEKLY CONFIDENTIAL MENTAL HEALTH SUPPORT GROUPS FOR RICHMOND/ROSENBERG | $30,000 | |
| ST LUKES UNITED METHODIST CHURCH | ||||||||
| 522 BRAZOS STREET | ROSENBERG | TX | 77461 | NONE | PC | TO REPLACE CHURCH ROOF AND REPAIR STEEPLE | $16,125 | |
| ST LUKES UNITED METHODIST CHURCH | ||||||||
| 522 BRAZOS STREET | ROSENBERG | TX | 77461 | NONE | PC | TO REPLACE CHURCH ROOF AND REPAIR STEEPLE | $1,895 | |
| TEXANA CENTER | ||||||||
| 2330 GRAEBER ROAD | ROSENBERG | TX | 77471 | NONE | PC | TO SUPPORT THE ELECTRONIC HEALTH RECORD IMPLEMENTATION PROJECT | $400,000 | |
| THE ROSE | ||||||||
| 12700 N FEATHERWOOD DRIVE SUITE 260 | HOUSTON | TX | 77034 | NONE | PC | HEALTHCARE TREATMENT SERVICES FOR UNINSURED/UNDER INSURED WOMEN IN RICHMOND/ROSENBERG | $25,000 | |
| 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 | FOR STAFF CARE, PUBLIC RELATIONS AND FORENSIC ACCOUNTING | $21,125 | |
| ATTACK POVERTY | ||||||||
| 3727 GREENBRIAR DR STE 100 | STAFFORD | TX | 77477 | NONE | PC | GENERAL OPERATIONS & CONSTRUCTION OF N ROSENBERG NEIGHBORHOOD RESOURCE CENTER | $320,000 | |
| ATTACK POVERTY | ||||||||
| 3727 GREENBRIAR DR STE 100 | STAFFORD | TX | 77477 | NONE | PC | PURCHASE TABLETS & INTERNET ACCESS FOR RICHMOND & ROSENBERG STUDENTS FOR REMOTE LEARNING | $24,200 | |
| ATTACK POVERTY | ||||||||
| 3727 GREENBRIAR DR STE 100 | STAFFORD | TX | 77477 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $400,000 | |
| 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 | $30,000 | |
| 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 | 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 A DRIVE THRU FOOD PANTRY AT THE RICHMOND-ROSENBERG CLUB | $24,000 | |
| BRAZOS BEND GUARDIANSHIP SERVICES | ||||||||
| PO BOX 72 | ROSENBERG | TX | 77471 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $40,000 | |
| CALVARY EPISCOPAL SCHOOL INC | ||||||||
| 1201 AUSTIN | RICHMOND | TX | 77469 | NONE | PC | FUNDING TO SEND STUDENTS ON FIELD TRIPS TO AN OUTDOOR LEARNING CENTER IN RICHMOND | $1,500 | |
| CALVARY EPISCOPAL SCHOOL INC | ||||||||
| 1201 AUSTIN | RICHMOND | TX | 77469 | NONE | PC | FOR CAMPUS WIDE RENOVATIONS AND UPGRADES | $239,000 | |
| CANYON LAKE FIRE EMS | ||||||||
| P O BOX 2140 | CANYON LAKE | TX | 78133 | NONE | PC | ANNUAL OPERATING FUND CONTRIBUTION | $200 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF GALVESTON-HOUSTON | ||||||||
| 2900 LOUISIANA STREET | HOUSTON | TX | 77006 | NONE | PC | MAMIE GEORGE COMMUNITY CTR OPERATIONS FOR LOW-INCOME FAMILIES & VULNERABLE FB COMMUNITY | $325,000 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF GALVESTON-HOUSTON | ||||||||
| 2900 LOUISIANA STREET | HOUSTON | TX | 77006 | NONE | PC | TO PURCHASE A BOX TRUCK FOR MAMIE GEORGE COMMUNITY CENTER | $44,700 | |
| CHILD ADVOCATES OF FORT BEND | ||||||||
| P O BOX 8 | RICHMOND | TX | 77406 | NONE | PC | REMODEL & EXPAND FACILITY, AND EXPAND CASA & CAC PROGRAMS | $500,000 | |
| CHILD ADVOCATES OF FORT BEND | ||||||||
| P O BOX 8 | RICHMOND | TX | 77406 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $150,000 | |
| CHILDRENS MUSEUM OF HOUSTON | ||||||||
| 1500 BINZ | HOUSTON | TX | 77004 | NONE | PC | PROVIDE FAMILY LEARNING EVENTS IN LCISD TITLE I SCHOOLS | $44,500 | |
| COASTAL CONSERVATION ASSOCIATION | ||||||||
| 6919 PORTWEST DR SUITE 100 | HOUSTON | TX | 77024 | NONE | PC | PROVIDE COLLEGE SCHOLARSHIPS TO THE WINNER IN THE STAR TEEN FISHING TOURNAMENT | $25,000 | |
| COLLEGECOMMUNITYCAREER | ||||||||
| 11104 W AIRPORT BLVD STE 106 | STAFFORD | TX | 77477 | NONE | PC | GENERAL OPERATING SUPPORT TO SERVE LAMAR CISD PROGRAM | $50,000 | |
| EPISCOPAL THEOLOGICAL SEMINARY OF THE SOUTHWEST | ||||||||
| 501 EAST 32ND STREET | AUSTIN | TX | 78705 | NONE | PC | TO SUPPORT RESEARCH AND EDUCATION IN THE INTEGRATION OF SPIRITUALITY AND COUNSELLING | $500,000 | |
| EPISCOPAL THEOLOGICAL SEMINARY OF THE SOUTHWEST | ||||||||
| 501 EAST 32ND STREET | AUSTIN | TX | 78705 | NONE | PC | RICHMOND BILINGUAL FELLOWS PROGRAM FOR SPANISH-SPEAKING LICENSED PROF COUNSELOR INTERNS | $60,646 | |
| 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 | TO PROVIDE MEDICAL AND MENTAL HEALTH CARE TO THE UNINSURED AND UNDERINSURED | $900,000 | |
| FORT BEND FAMILY PROMISE | ||||||||
| 4645 CARTWRIGHT DRIVE | MISSOURI CITY | TX | 77459 | NONE | PC | TO ASSIST RICHMOND AREA FAMILIES WITH SHELTER, FOOD, TRANSPORTATION AND SUPPLIES | $33,420 | |
| FORT BEND FAMILY PROMISE | ||||||||
| 4645 CARTWRIGHT DRIVE | MISSOURI CITY | TX | 77459 | NONE | PC | FOR OPERATING SUPPORT TO ESTABLISH RICHMOND/ROSENBERG DAY CENTER | $70,190 | |
| FORT BEND FAMILY PROMISE | ||||||||
| 4645 CARTWRIGHT DRIVE | MISSOURI CITY | TX | 77459 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $107,415 | |
| FORT BEND HABITAT FOR HUMANITY | ||||||||
| 505 JULIE RIVERS DR SUITE 150 | SUGAR LAND | TX | 77478 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $100,000 | |
| FORT BEND HISTORY ASSOCIATION | ||||||||
| PO BOX 460 | RICHMOND | TX | 77406 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| FORT BEND HISTORY ASSOCIATION | ||||||||
| PO BOX 460 | RICHMOND | TX | 77406 | NONE | PC | TO RENOVATE THE FORT BEND COUNTY MUSEUM BUILDING | $500,000 | |
| 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 | TO CONSTRUCT ADDITIONAL KITCHEN SPACE AND AN ADMINISTRATIVE BUILDING | $100,000 | |
| FORT BEND SENIORS MEALS ON WHEELS | ||||||||
| PO BOX 1488 | ROSENBERG | TX | 77471 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $30,000 | |
| FORT BEND SENIORS MEALS ON WHEELS | ||||||||
| PO BOX 1488 | ROSENBERG | TX | 77471 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $150,000 | |
| GRATIA PLENA | ||||||||
| 10707 CORPORATE DRIVE SUITE 135 | STAFFORD | TX | 77477 | NONE | PC | MENTAL HEALTH COUNSELING FOR RICHMOND, ROSENBERG, & FULSHEAR RESIDENTS | $30,000 | |
| HOUSTON GALVESTON INSTITUTE | ||||||||
| 2990 RICHMOND AVE SUITE 530 | HOUSTON | TX | 77098 | NONE | PC | WELLNESS PROGRAM SUPPORTING LOCAL PROVIDERS IN FORT BEND, FOCUSING ON RICHMOND/ROSENBERG | $47,000 | |
| HOUSTON GALVESTON INSTITUTE | ||||||||
| 2990 RICHMOND AVE SUITE 530 | HOUSTON | TX | 77098 | NONE | PC | MENTAL HEALTH COUNSELING PROGRAMS IN RICHMOND AND LAMAR CISD | $366,500 | |
| HOUSTON HOSPICE | ||||||||
| 1905 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PC | TO PROVIDE HOSPICE CARE FOR RICHMOND AND ROSENBERG RESIDENTS | $50,000 | |
| INSTITUTE FOR SPIRITUALITY AND HEALTH AT THE TEXAS MEDICAL CENTER | ||||||||
| 8100 GREENBRIAR 300 | HOUSTON | TX | 77054 | NONE | PC | FOR GENERAL OPERATING EXPENSES | $60,000 | |
| INTERFAITH CARE PARTNERS INC DBA CAREPARTNERS | ||||||||
| 701 NORTH POST OAK 330 | HOUSTON | TX | 77024 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| KATY ARTREACH | ||||||||
| 23501 CINCO RANCH BLVD SUITE H120 | KATY | TX | 77494 | NONE | PC | FOR GENERAL OPERATING EXPENSES | $15,000 | 262 |
| LAMAR EDUCATIONAL AWARDS FOUNDATION | ||||||||
| 3911 AVE I | ROSENBERG | TX | 77471 | NONE | PC | TO PURCHASE EDUCATIONAL MATERIALS AND EQUIPMENT FOR HUTCHISON AND JACKSON ELEMENTARY LIBRARIES | $8,800 | |
| LAMAR EDUCATIONAL AWARDS FOUNDATION | ||||||||
| 3911 AVE I | ROSENBERG | TX | 77471 | NONE | PC | TO PURCHASE PE EQUIPMENT FOR SMITH ELEMENTARY | $2,591 | |
| LITERACY COUNCIL OF FORT BEND COUNTY | ||||||||
| 12530 EMILY COURT | SUGAR LAND | TX | 77478 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $32,100 | |
| LOVING HOUSTON | ||||||||
| 2916 W TC JESTER NO 200 | HOUSTON | TX | 77018 | NONE | PC | TO RETAIN THE LAMAR CISD DISTRICT COORDINATOR | $15,000 | |
| 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 | $5,570 | |
| MOUNT PILGRIM MISSIONARY BAPTIST CHURCH | ||||||||
| PO BOX 163 | THOMPSON | TX | 77481 | NONE | PC | FOR FLOOD, FIRE, & WINDSTORM INSURANCE | $3,787 | |
| 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 | |
| PRAYERS OF THE PEOPLE | ||||||||
| PO BOX 22262 | HOUSTON | TX | 77227 | NONE | PC | TO SUPPORT THE DIRECTOR OF SPIRTUAL CARE | $50,000 | |
| PREGNANCY RESOURCE MEDICAL CENTER OF FT BEND COUNTY | ||||||||
| 4411 AVENUE N | ROSENBERG | TX | 77471 | NONE | PC | FOR THE SALARY OF THE MEDICAL STAFF | $25,000 | |
| ROSENBERG RAILROAD MUSEUM | ||||||||
| PO BOX 369 | ROSENBERG | TX | 77471 | NONE | PC | FOR GENERAL OPERATING SUPPORT AND A PORTION OF THE EDUCATION COORDINATOR SALARY | $45,000 | |
| ROSENBERG-RICHMOND HELPING HANDS INC | ||||||||
| PO BOX 1268 | RICHMOND | TX | 77469 | 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 | SCOUTING PROGRAMS IN FB COUNTY WITH EMPHASIS ON SCOUT REACH INITIATIVES FOR AT-RISK YOUTH | $75,000 | |
| SCHOLARSHIP AMERICA | ||||||||
| C/O FIRST NATIONAL BANK MINNESOTA | ST PETER | MN | 56082 | PC | SCHOLARSHIPS - SENIOR STUDENTS PLACING IN BLANCO CDE AND TOMPKINS HS CDE HELD IN RICHMOND | $25,500 | PO BOX 240 | |
| SCHOLARSHIP AMERICA | ||||||||
| C/O FIRST NATIONAL BANK MINNESOTA | ST PETER | MN | 56082 | NONE | PC | SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN BLANCO CDE | $1,500 | PO BOX 240 |
| SER-JOBS FOR PROGRESS | ||||||||
| 1710 TELEPHONE ROAD | HOUSTON | TX | 77023 | NONE | PC | PROVIDE WORKFORCE DEVELOPMENT SERVICES IN RICHMOND/ROSENBERG HELPING LOW-INCOME RESIDENTS | $50,000 | |
| SIRE INC | ||||||||
| 11211 KATY FREEWAY SUITE 660 | HOUSTON | TX | 77079 | NONE | PC | FOR DIRECT CARE OF HORSES AT THE RICHMOND RIDING CENTER | $8,000 | |
| THE JUNG CENTER | ||||||||
| 5200 MONTROSE | HOUSTON | TX | 77006 | NONE | PC | CONFERENCES - CLERGY & MENTAL HEALTH PROVIDERS - MENTAL HEALTH, RELIGION & SPIRITUALITY | $6,400 | |
| THE MENNINGER CLINIC FOUNDATION | ||||||||
| 12301 MAIN STREET | HOUSTON | TX | 77035 | NONE | PC | TO SUPPORT THE HOSPITAL-WIDE CLINICAL OUTCOMES PROGRAM | $25,000 | |
| THE SALVATION ARMY | ||||||||
| 1424 NORTHEAST ATLANTA EXPRESSWAY | ATLANTA | GA | 30329 | NONE | PC | FOR RENTAL AND UTILITY ASSISTANCE FOR FORT BEND RESIDENTS, SPECIFICALLY RICHMOND | $25,000 | SOUTHERN TERRITORIAL HQ OF THE SALV |
| THE TSTC FOUNDATION | ||||||||
| 3801 CAMPUS DR | WACO | TX | 76705 | NONE | PC | TO FUND A RECRUITER AT TSTC FORT BEND TO PROVIDE SERVICES TO MILITARY VETERAN STUDENTS | $55,000 | |
| THE TSTC FOUNDATION | ||||||||
| 3801 CAMPUS DR | WACO | TX | 76705 | NONE | PC | TO EXPAND THE FACILITIES AND PROGRAMS OF TSTC FORT BEND | $1,000,000 | |
| THE TSTC FOUNDATION | ||||||||
| 3801 CAMPUS DR | WACO | TX | 76705 | NONE | PC | TO CONSTRUCT AN EDUCATION BUILDING FOR TSTC FORT BEND | $914,245 | |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON | ||||||||
| 7000 FANNIN STE 1200 | HOUSTON | TX | 77030 | NONE | GOV | PEDIATRIC BIPOLAR REGISTRY & CHILDREN'S LEARNING LNSTITUTE PROJECT -LCISD BLUE TR SCHOOLS | $75,000 | |
| 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 | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| YMCA OF GREATER HOUSTON | ||||||||
| 911 THOMPSON HWY | RICHMOND | TX | 77469 | NONE | PC | TO CONTINUE THE EFFORTS OF THE TW DAVIS YMCA OUTREACH PROGRAM | $104,500 | |
| ABIGAIL'S PLACE | ||||||||
| 503 FM 359 SUITE 130 200 | RICHMOND | TX | 77406 | NONE | PC | FOR OPERATING SUPPORT | $30,000 | |
| ACHIEVE FORT BEND COUNTY | ||||||||
| PO BOX 707 | SUGAR LAND | TX | 77487 | NONE | PC | SUMMER READING PROGRAM FOR AT-RISK YOUNG READERS IN FORT BEND COUNTY | $10,000 | |
| A LIFE TO LIVE ANIMAL SHELTER & ADOPTION CENTER | ||||||||
| PO BOX 873 | BAYTOWN | TX | 77522 | NONE | PC | DONATION IN MEMORY OF BETTY DUVAL | $250 | |
| ALS ASSOCIATION TEXAS CHAPTER | ||||||||
| 5830 GRANITE PARKWAY | PLANO | TX | 75024 | NONE | PC | DONATION IN MEMORY OF HILMAR MOORE, JR | $1,000 | |
| AMERICAN CANCER SOCIETY INC | ||||||||
| 09 BOX 22478 | OKLAHOMA CITY | OK | 73123 | NONE | PC | IN MEMORY OF HILDA RUSSELL | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,620,259 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 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 | 77487 | NONE | PC | FOR SUMMER READING PROGRAM FOR AT-RISK YOUNG READERS IN FORT BEND COUNTY | $20,000 | |
| BLESSED BE HOPE FOR THREE INC | ||||||||
| 12808 W AIRPORT BLVD SUITE 375 | SUGAR LAND | TX | 77478 | NONE | PC | FOR OPERATING SUPPORT | $150,000 | |
| 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 | $700,000 | |
| FORT BEND HISTORY ASSOCIATION | ||||||||
| PO BOX 460 | RICHMOND | TX | 77406 | NONE | PC | FOR OPERATING SUPPORT AND MAINTAINANCE OF HISTORIC PROPERTIES | $150,000 | |
| 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 | $120,000 | |
| 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 | |
| ATLANTIC HOUSING FOUNDATION | ||||||||
| 4770 IBERIA AVE STE 100 | DALLAS | TX | 75207 | NONE | PC | OFFSET INCREASED SERVICES PROVIDED BY CITY FOR N RICHMOND WORKFORCE HOUSING DEVELOPMENT | $150,000 | |
| SCHOLARSHIP AMERICA | ||||||||
| C/O FIRST NATIONAL BANK MINNESOTA | ST PETER | MN | 56082 | NONE | PC | SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN BLANCO FFA CDE | $18,000 | PO BOX 240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,712,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,764,233 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,085,485 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $376,711 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,922,828 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,456,505 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,605,762 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,605,762 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $46,500 | Amt |
| Net Investment Income | $13,950 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $32,550 | 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 | JULY 2, 2021 | 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 | $50,221,040 | EOYBookValueAmt |
| EOYFMV | $51,728,812 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $45,704,488 | $77,900,782 |
| MUTUAL FUNDS | $27,641,683 | $39,052,283 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $28,395,862 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $29,275,787 | 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 | $939,652 | $267,664 | $671,988 | $365,987 |
| AUTOMOBILE | $30,410 | $30,410 | $0 | $4,000 |
| LAND HELD FOR INVESTMENT | $18,763,540 | $0 | $18,763,540 | $49,819,584 |
| FURNITURE & FIXTURES | $232,090 | $118,620 | $113,470 | $113,470 |
| LAND IMPROVEMENTS | $1,108,159 | $348,278 | $759,881 | $759,881 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIPS | AT COST | $39,348 | $30,010 |
| REAL ESTATE FUNDS | AT COST | $10,006,271 | $10,302,760 |
| ALTERNATIVE INVESTMENTS | AT COST | $19,196,401 | $22,268,573 |
| CERTIFICATES OF DEPOSIT | AT COST | $500,000 | $500,055 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| WS FURNITURE & FIXTURES | $148,198 | $124,748 | $23,450 | $23,450 |
| WS BUILDING | $5,457,857 | $1,052,528 | $4,405,329 | $3,654,611 |
| WS AUTO & WATER PLANT | $353,737 | $135,295 | $218,442 | $48,206 |
| WS LAND | $101,250 | $0 | $101,250 | $239,400 |
| LAR FURNITURE & FIXTURES | $412,975 | $196,935 | $216,040 | $216,040 |
| LAR BUILDING | $6,904,065 | $632,052 | $6,272,013 | $5,556,917 |
| LAR LAND | $1,781,560 | $0 | $1,781,560 | $4,600,000 |
| LAR AUTO | $59,838 | $29,919 | $29,919 | $29,919 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $605,852 | LegalFeesAmt |
| Net Investment Income | $605,852 | 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 | $3,897,597 | BOYBookValueAmt |
| EOY Book Value | $3,668,325 | 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 | $47,068 | $26,477 | $0 | $20,591 |
| BANK & INVESTMENT MGMT FEES | $696,872 | $696,283 | $0 | $589 |
| CONTRACT SERVICES | $221,689 | $22,001 | $0 | $199,688 |
| DUES & SUBSCRIPTIONS | $31,365 | $8,764 | $0 | $22,601 |
| EXPENSE REIMBURSEMENTS | -$15,819 | -$4,746 | $0 | -$11,073 |
| INSURANCE | $175,708 | $52,950 | $0 | $122,758 |
| MAINTENANCE & REPAIR | $370,911 | $71,267 | $0 | $299,644 |
| JANITOR | $17,012 | $5,104 | $0 | $11,908 |
| UTILITIES | $158,495 | $13,003 | $0 | $145,492 |
| MAINTENANCE - WATER PLANT | $12,664 | $0 | $0 | $12,664 |
| SUPPLIES | $125,611 | $12,781 | $0 | $112,830 |
| MISCELLANEOUS | $21,862 | $5,970 | $0 | $15,892 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OIL & GAS ROYALTIES | $11,929,189 | $11,929,189 |
| LONG ACRE RANCH INCOME | $1,485 | $1,485 |
| WELL SPRINGS INCOME | $6,600 | $6,600 |
| K-1 CAPITAL ROYALTY | -$3,509 | -$3,509 |
| K-1 CANYON BALANCED ASP FUND | -$15,070 | -$15,070 |
| K-1 APOLLO CREDIT STRATEGIES ASP FUND | $4,133 | $4,133 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER CONSULTING | CategoryTxt |
| Amt | $190,173 | Amt |
| Net Investment Income | $187,023 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,150 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $199,702 | $0 | $0 | $0 |
| AD VALOREM | $205,772 | $205,772 | $0 | $0 |
| PRODUCTION TAX | $402,850 | $402,850 | $0 | $0 |
| FOREIGN | $37,682 | $37,682 | $0 | $0 |
| PAYROLL | $123,646 | $19,498 | $0 | $104,148 |