2021-09-13T14:26:43-05:00 2020-12-31 741067601 MOHLE ADAMS LLP 3900 ESSEX LANE SUITE 1000 HOUSTON TX 77027 990PF 2020-01-01 746047149 THE HENDERSON-WESSENDORFF FOUNDATION HEND 2813422044 611 MORTON STREET RICHMOND TX 77469 BEN JONES VICE PRESIDENT & CFO 2813422044 2021-09-13 1 BEN JONES 999009999 SU WAH P01321749 7136291381 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 324667515 X X 1764233 1764233 2085485 2085485 376711 376711 376711 1456505 68743264 1456505 11922828 11922828 0 17605762 17605762 0 975078 292523 0 682555 1272156 183485 0 1088671 457027 57003 0 400024 605852 605852 0 0 46500 13950 0 32550 190173 187023 0 3150 969652 665802 0 104148 769196 321529 0 13012 1658 0 9697 1863438 909854 0 953584 7162084 3238679 0 3274379 10620259 10620259 17782343 3238679 0 13894638 -176581 14367083 0 5804 14086 14086 11594079 8875772 8875772 104140 100959 104140 104140 168015 0 0 362628 435990 435990 30957285 28395862 29275787 81368701 73346171 116953065 37509255 50221040 51728812 21073851 764972 20149289 20308879 51062922 29986003 29742020 33101398 15219480 2171477 12230242 13048003 14368543 3897597 3668325 18747000 228329857 228160288 324667515 7012 0 7012 X 0 0 0 0 228329857 228153276 228329857 228153276 228329857 228160288 228329857 -176581 0 228153276 0 228153276 CAPITAL ROYALTY PARTNERSHIP LOSS P 569357 -569357 -569357 GAIN ON RECOVERY OF LID AR P 19120 19120 19120 CAPITAL GAINS DIVIDENDS P 183033 183033 183033 PUBLICY TRADED SECURITIES P 67281299 66717402 563897 563897 CAPITAL GAIN ON JOHNSON DEV CO P 1258312 1258312 1258312 GAIN ON SALE OF FIXED ASSETS P 1500 4950 4950 1500 1500 1456505 199702 0 199702 0 199702 559629 0 0 0 559629 0 359927 359927 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 WWW.HW-FOUNDATION.COM BEN JONES 2813422044 611 MORTON STREET RICHMOND TX 77469 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 JOE D ROBINSON 611 MORTON ST RICHMOND TX 77469 CHAIRMAN OF BOARD 10.00 24000 0 0 CHARLES PAT MCDONALD 611 MORTON ST RICHMOND TX 77469 PRESIDENT 40.00 414154 74191 0 JACK H MOORE 2116 THOMPSON ROAD SUITE 116 RICHMOND TX 77469 SECRETARY / LEGAL 10.00 56060 0 0 BEN JONES 611 MORTON ST RICHMOND TX 77469 CFO 40.00 286378 68795 0 LANE WARD 611 MORTON ST RICHMOND TX 77469 DIRECTOR 2.00 17500 0 0 BARBARA BLEIL 611 MORTON ST RICHMOND TX 77469 DIRECTOR 2.00 17000 0 0 SETH DELEERY 611 MORTON ST RICHMOND TX 77469 DIRECTOR 2.00 17000 0 0 WILL ROBERTSON 611 MORTON ST RICHMOND TX 77469 DIRECTOR 2.00 0 0 0 JULIE GASTON 611 MORTON STREET RICHMOND TX 77469 GRANTS OFFICER 40.00 114237 29541 0 PENNY MEEK 611 MORTON STREET RICHMOND TX 77469 GRANTS & OPS MGR 40.00 107341 34815 0 OCTOBER SMITH 611 MORTON STREET RICHMOND TX 77469 LAR CTR MGR 40.00 98882 40148 0 TODD MABRY 611 MORTON STREET RICHMOND TX 77469 RANCH & RETREAT MGR 30.00 99905 25652 0 DANA BENOIT 611 MORTON STREET RICHMOND TX 77469 CHIEF OF STAFF 40.00 99865 25504 0 0 WELLS FARGO PO BOX 95021 HENDERSON NV 890095021 BANK & INVESTMENT FEES 685086 MCGINNIS LOCHRIDGE 711 LOUISIANA ST HOUSTON TX 77002 LEGAL 548754 WILLIS GRAVES & ASSOCIATES INC 8140 N MOPAC BLDG 2 STE 250 AUSTIN TX 78759 OIL & GAS CONSULTING 105540 JACKSON SJOBERG & TOWNSEND LLP 711 W 7TH ST AUSTIN TX 78701 LEGAL 57058 0 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. 819531 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. 1365858 0 199658805 17363055 72171810 289193670 0 0 289193670 4337905 284855765 14242788 14242788 199702 199702 14043086 0 14043086 0 14043086 13894638 0 1265428 15160066 0 15160066 14043086 2629550 0 0 15160066 2629550 0 0 12530516 0 0 0 0 0 0 0 0 1512570 0 0 0 JULIE GASTON 611 MORTON STREET RICHMOND TX 77469 2813422044 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. NONE PURPOSE OR USE RESTRICTIONS ARE IMPOSED. 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 29200 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 25000 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 200000 BUGGY BARN MUSEUM PO BOX 504 BLANCO TX 78606 NONE PC FOR GENERAL OPERATING SUPPORT 1000 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 25000 CHILDPROOF AMERICA 1351 BLACKHEATH CT KATY TX 77494 NONE PC FOR GENERAL OPERATING SUPPORT 11000 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 56525 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 30000 FAMILY LIFE AND COMMUNITY RESOURCE CENTER 2204 THOMPSON ROAD SUITE 200 RICHMOND TX 77469 NONE PC FOR GENERAL OPERATING SUPPORT 35000 FAMILY LIFE AND COMMUNITY RESOURCE CENTER 2204 THOMPSON ROAD SUITE 200 RICHMOND TX 77469 NONE PC FOR GENERAL OPERATING SUPPORT 30000 FORT BEND COMMUNITY PARTNERS RAINBOW ROOM 1110 AVENUE G ROSENBERG TX 77471 NONE PC FOR OPERATING SUPPORT AND TO PROVIDE EMERGENCY AND TRANSITIONAL SUPPLIES 50000 FORT BEND COUNTY 301 JACKSON STREET RICHMOND TX 77469 NONE GOV TO ASSIST FORT BEND COUNTY RESIDENTS WITH RENT, MORTGAGE, UTILITIES AND DAYCARE 125000 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 150000 HOUSTON COMMUNITY TOOLBANK 1215 GAZIN ST HOUSTON TX 77020 NONE PC TO EXPAND THE TOOLBANK PROGRAM IN RICHMOND/ROSENBERG 10000 HOUSTON MUSEUM OF NATURAL SCIENCE 5555 HERMANN PARK DRIVE HOUSTON TX 77030 NONE PC UPDATE & REPAIR GEORGE OBSERVATORY STRUCTURE, EDUCATIONAL EXHIBITS AND TEACHING SPACES 100000 JUST DO IT NOW INC PO BOX 787 WHARTON TX 77488 NONE PC FOR OPERATING EXPENSES TO SUPPORT YOUTH PROGRAMMING SALARIES AND SUPPLIES 30000 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 85000 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 441000 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 3875 LITERACY COUNCIL OF FORT BEND COUNTY 12530 EMILY COURT SUGAR LAND TX 77478 NONE PC FOR EMERGENCY FOUNDATION AND INTERIOR BUILDING REPAIRS 20000 NAMI GREATER HOUSTON 9401 SOUTHWEST FREEWAY SUITE 1234 HOUSTON TX 77074 NONE PC FOR THE HEALING CIRCLES PILOT PROGRAM IN FORT BEND 30000 NAMI GREATER HOUSTON 9401 SOUTHWEST FREEWAY SUITE 1234 HOUSTON TX 77074 NONE PC FOR OPERATING SUPPORT TO INCREASE FORT BEND PROGRAMMING 25000 NEEDVILLE HIGH SCHOOL SCHOLARSHIP FUND INC P O BOX 93 NEEDVILLE TX 77461 NONE PC FOR SCHOLARSHIPS TO STUDENTS GRADUATING FROM NEEDVILLE HIGH SCHOOL 25000 PTSD FOUNDATION OF AMERICA 9724 DERRINGTON HOUSTON TX 77064 NONE PC SUPPORT FORT BEND VETERANS IN CAMP HOPES RESIDENTIAL PROGRAM, EXPAND PRESENCE IN COUNTY 50000 REMIND PO BOX 27607 HOUSTON TX 77227 NONE PC PROVIDE FREE WEEKLY CONFIDENTIAL MENTAL HEALTH SUPPORT GROUPS FOR RICHMOND/ROSENBERG 30000 ST LUKES UNITED METHODIST CHURCH 522 BRAZOS STREET ROSENBERG TX 77461 NONE PC TO REPLACE CHURCH ROOF AND REPAIR STEEPLE 16125 ST LUKES UNITED METHODIST CHURCH 522 BRAZOS STREET ROSENBERG TX 77461 NONE PC TO REPLACE CHURCH ROOF AND REPAIR STEEPLE 1895 TEXANA CENTER 2330 GRAEBER ROAD ROSENBERG TX 77471 NONE PC TO SUPPORT THE ELECTRONIC HEALTH RECORD IMPLEMENTATION PROJECT 400000 THE ROSE 12700 N FEATHERWOOD DRIVE SUITE 260 HOUSTON TX 77034 NONE PC HEALTHCARE TREATMENT SERVICES FOR UNINSURED/UNDER INSURED WOMEN IN RICHMOND/ROSENBERG 25000 ARMS WIDE ADOPTION SERVICES 6925 PORTWEST DRIVE SUITE 110 HOUSTON TX 77024 NONE PC SUPPORT FORT BEND POST ADOPTION PROGRAM 30000 ATTACK POVERTY 3727 GREENBRIAR DR STE 100 STAFFORD TX 77477 NONE PC FOR STAFF CARE, PUBLIC RELATIONS AND FORENSIC ACCOUNTING 21125 ATTACK POVERTY 3727 GREENBRIAR DR STE 100 STAFFORD TX 77477 NONE PC GENERAL OPERATIONS & CONSTRUCTION OF N ROSENBERG NEIGHBORHOOD RESOURCE CENTER 320000 ATTACK POVERTY 3727 GREENBRIAR DR STE 100 STAFFORD TX 77477 NONE PC PURCHASE TABLETS & INTERNET ACCESS FOR RICHMOND & ROSENBERG STUDENTS FOR REMOTE LEARNING 24200 ATTACK POVERTY 3727 GREENBRIAR DR STE 100 STAFFORD TX 77477 NONE PC FOR GENERAL OPERATING SUPPORT 400000 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 30000 BLESSED BE HOPE FOR THREE 12808 W AIRPORT BLVD SUITE 375 SUGAR LAND TX 77478 NONE PC FOR OPERATING SUPPORT 75000 BO'S PLACE 10050 BUFFALO SPEEDWAY HOUSTON TX 77054 NONE PC GRIEF SUPPORT FOR FORT BEND COUNTY FAMILIES 10000 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 24000 BRAZOS BEND GUARDIANSHIP SERVICES PO BOX 72 ROSENBERG TX 77471 NONE PC FOR GENERAL OPERATING SUPPORT 40000 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 1500 CALVARY EPISCOPAL SCHOOL INC 1201 AUSTIN RICHMOND TX 77469 NONE PC FOR CAMPUS WIDE RENOVATIONS AND UPGRADES 239000 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 325000 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 44700 CHILD ADVOCATES OF FORT BEND P O BOX 8 RICHMOND TX 77406 NONE PC REMODEL & EXPAND FACILITY, AND EXPAND CASA & CAC PROGRAMS 500000 CHILD ADVOCATES OF FORT BEND P O BOX 8 RICHMOND TX 77406 NONE PC FOR GENERAL OPERATING SUPPORT 150000 CHILDRENS MUSEUM OF HOUSTON 1500 BINZ HOUSTON TX 77004 NONE PC PROVIDE FAMILY LEARNING EVENTS IN LCISD TITLE I SCHOOLS 44500 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 25000 COLLEGECOMMUNITYCAREER 11104 W AIRPORT BLVD STE 106 STAFFORD TX 77477 NONE PC GENERAL OPERATING SUPPORT TO SERVE LAMAR CISD PROGRAM 50000 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 500000 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 60646 FORT BEND COUNTY WOMEN'S CENTER P O BOX 183 RICHMOND TX 77406 NONE PC TO SUPPORT SURVIVORS OF DOMESTIC ABUSE 80000 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 900000 FORT BEND FAMILY PROMISE 4645 CARTWRIGHT DRIVE MISSOURI CITY TX 77459 NONE PC TO ASSIST RICHMOND AREA FAMILIES WITH SHELTER, FOOD, TRANSPORTATION AND SUPPLIES 33420 FORT BEND FAMILY PROMISE 4645 CARTWRIGHT DRIVE MISSOURI CITY TX 77459 NONE PC FOR OPERATING SUPPORT TO ESTABLISH RICHMOND/ROSENBERG DAY CENTER 70190 FORT BEND FAMILY PROMISE 4645 CARTWRIGHT DRIVE MISSOURI CITY TX 77459 NONE PC FOR GENERAL OPERATING SUPPORT 107415 FORT BEND HABITAT FOR HUMANITY 505 JULIE RIVERS DR SUITE 150 SUGAR LAND TX 77478 NONE PC FOR GENERAL OPERATING SUPPORT 100000 FORT BEND HISTORY ASSOCIATION PO BOX 460 RICHMOND TX 77406 NONE PC FOR GENERAL OPERATING SUPPORT 50000 FORT BEND HISTORY ASSOCIATION PO BOX 460 RICHMOND TX 77406 NONE PC TO RENOVATE THE FORT BEND COUNTY MUSEUM BUILDING 500000 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 75000 FORT BEND SENIORS MEALS ON WHEELS PO BOX 1488 ROSENBERG TX 77471 NONE PC TO CONSTRUCT ADDITIONAL KITCHEN SPACE AND AN ADMINISTRATIVE BUILDING 100000 FORT BEND SENIORS MEALS ON WHEELS PO BOX 1488 ROSENBERG TX 77471 NONE PC FOR GENERAL OPERATING SUPPORT 30000 FORT BEND SENIORS MEALS ON WHEELS PO BOX 1488 ROSENBERG TX 77471 NONE PC FOR GENERAL OPERATING SUPPORT 150000 GRATIA PLENA 10707 CORPORATE DRIVE SUITE 135 STAFFORD TX 77477 NONE PC MENTAL HEALTH COUNSELING FOR RICHMOND, ROSENBERG, & FULSHEAR RESIDENTS 30000 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 47000 HOUSTON GALVESTON INSTITUTE 2990 RICHMOND AVE SUITE 530 HOUSTON TX 77098 NONE PC MENTAL HEALTH COUNSELING PROGRAMS IN RICHMOND AND LAMAR CISD 366500 HOUSTON HOSPICE 1905 HOLCOMBE BLVD HOUSTON TX 77030 NONE PC TO PROVIDE HOSPICE CARE FOR RICHMOND AND ROSENBERG RESIDENTS 50000 INSTITUTE FOR SPIRITUALITY AND HEALTH AT THE TEXAS MEDICAL CENTER 8100 GREENBRIAR 300 HOUSTON TX 77054 NONE PC FOR GENERAL OPERATING EXPENSES 60000 INTERFAITH CARE PARTNERS INC DBA CAREPARTNERS 701 NORTH POST OAK 330 HOUSTON TX 77024 NONE PC FOR GENERAL OPERATING SUPPORT 25000 KATY ARTREACH 23501 CINCO RANCH BLVD SUITE H120 262 KATY TX 77494 NONE PC FOR GENERAL OPERATING EXPENSES 15000 LAMAR EDUCATIONAL AWARDS FOUNDATION 3911 AVE I ROSENBERG TX 77471 NONE PC TO PURCHASE EDUCATIONAL MATERIALS AND EQUIPMENT FOR HUTCHISON AND JACKSON ELEMENTARY LIBRARIES 8800 LAMAR EDUCATIONAL AWARDS FOUNDATION 3911 AVE I ROSENBERG TX 77471 NONE PC TO PURCHASE PE EQUIPMENT FOR SMITH ELEMENTARY 2591 LITERACY COUNCIL OF FORT BEND COUNTY 12530 EMILY COURT SUGAR LAND TX 77478 NONE PC FOR GENERAL OPERATING SUPPORT 32100 LOVING HOUSTON 2916 W TC JESTER NO 200 HOUSTON TX 77018 NONE PC TO RETAIN THE LAMAR CISD DISTRICT COORDINATOR 15000 MORTON CEMETERY ASSOCIATION 900 MORTON STREET RICHMOND TX 77469 NONE NC FOR GENERAL SUPPORT 60000 MOUNT PILGRIM MISSIONARY BAPTIST CHURCH PO BOX 163 THOMPSON TX 77481 NONE PC FOR ANNUAL FLOOD, FIRE, & WINDSTORM INSURANCE 5570 MOUNT PILGRIM MISSIONARY BAPTIST CHURCH PO BOX 163 THOMPSON TX 77481 NONE PC FOR FLOOD, FIRE, & WINDSTORM INSURANCE 3787 OAKBEND MEDICAL CENTER 1705 JACKSON ST RICHMOND TX 77469 NONE PC TO PROVIDE QUALITY HEALTHCARE TO THE INDIGENT POPULATION OF FORT BEND COUNTY 100000 PRAYERS OF THE PEOPLE PO BOX 22262 HOUSTON TX 77227 NONE PC TO SUPPORT THE DIRECTOR OF SPIRTUAL CARE 50000 PREGNANCY RESOURCE MEDICAL CENTER OF FT BEND COUNTY 4411 AVENUE N ROSENBERG TX 77471 NONE PC FOR THE SALARY OF THE MEDICAL STAFF 25000 ROSENBERG RAILROAD MUSEUM PO BOX 369 ROSENBERG TX 77471 NONE PC FOR GENERAL OPERATING SUPPORT AND A PORTION OF THE EDUCATION COORDINATOR SALARY 45000 ROSENBERG-RICHMOND HELPING HANDS INC PO BOX 1268 RICHMOND TX 77469 NONE PC FOR GENERAL OPERATING SUPPORT 50000 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 75000 SCHOLARSHIP AMERICA C/O FIRST NATIONAL BANK MINNESOTA PO BOX 240 ST PETER MN 56082 PC SCHOLARSHIPS - SENIOR STUDENTS PLACING IN BLANCO CDE AND TOMPKINS HS CDE HELD IN RICHMOND 25500 SCHOLARSHIP AMERICA C/O FIRST NATIONAL BANK MINNESOTA PO BOX 240 ST PETER MN 56082 NONE PC SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN BLANCO CDE 1500 SER-JOBS FOR PROGRESS 1710 TELEPHONE ROAD HOUSTON TX 77023 NONE PC PROVIDE WORKFORCE DEVELOPMENT SERVICES IN RICHMOND/ROSENBERG HELPING LOW-INCOME RESIDENTS 50000 SIRE INC 11211 KATY FREEWAY SUITE 660 HOUSTON TX 77079 NONE PC FOR DIRECT CARE OF HORSES AT THE RICHMOND RIDING CENTER 8000 THE JUNG CENTER 5200 MONTROSE HOUSTON TX 77006 NONE PC CONFERENCES - CLERGY & MENTAL HEALTH PROVIDERS - MENTAL HEALTH, RELIGION & SPIRITUALITY 6400 THE MENNINGER CLINIC FOUNDATION 12301 MAIN STREET HOUSTON TX 77035 NONE PC TO SUPPORT THE HOSPITAL-WIDE CLINICAL OUTCOMES PROGRAM 25000 THE SALVATION ARMY 1424 NORTHEAST ATLANTA EXPRESSWAY SOUTHERN TERRITORIAL HQ OF THE SALV ATLANTA GA 30329 NONE PC FOR RENTAL AND UTILITY ASSISTANCE FOR FORT BEND RESIDENTS, SPECIFICALLY RICHMOND 25000 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 55000 THE TSTC FOUNDATION 3801 CAMPUS DR WACO TX 76705 NONE PC TO EXPAND THE FACILITIES AND PROGRAMS OF TSTC FORT BEND 1000000 THE TSTC FOUNDATION 3801 CAMPUS DR WACO TX 76705 NONE PC TO CONSTRUCT AN EDUCATION BUILDING FOR TSTC FORT BEND 914245 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 75000 WHARTON COUNTY JUNIOR COLLEGE 911 BOLING HWY WHARTON TX 77488 NONE GOV SCHOLARSHIPS TO STUDENTS GRADUATING FROM LAMAR CHS OR TERRY HS 25000 WILDLIFE HABITAT FEDERATION PO BOX 75 CAT SPRING TX 78933 NONE PC FOR GENERAL OPERATING SUPPORT 25000 YMCA OF GREATER HOUSTON 911 THOMPSON HWY RICHMOND TX 77469 NONE PC TO CONTINUE THE EFFORTS OF THE TW DAVIS YMCA OUTREACH PROGRAM 104500 ABIGAIL'S PLACE 503 FM 359 SUITE 130 200 RICHMOND TX 77406 NONE PC FOR OPERATING SUPPORT 30000 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 10000 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 1000 AMERICAN CANCER SOCIETY INC 09 BOX 22478 OKLAHOMA CITY OK 73123 NONE PC IN MEMORY OF HILDA RUSSELL 250 10620259 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 20000 BLESSED BE HOPE FOR THREE INC 12808 W AIRPORT BLVD SUITE 375 SUGAR LAND TX 77478 NONE PC FOR OPERATING SUPPORT 150000 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 700000 FORT BEND HISTORY ASSOCIATION PO BOX 460 RICHMOND TX 77406 NONE PC FOR OPERATING SUPPORT AND MAINTAINANCE OF HISTORIC PROPERTIES 150000 HOUSTON GALVESTON INSTITUTE 2990 RICHMOND AVE SUITE 530 HOUSTON TX 77098 NONE PC MENTAL HEALTH COUNSELING PROGRAMS IN RICHMOND AND LAMAR CISD 304000 INSTITUTE FOR SPIRITUALITY AND HEALTH AT THE TEXAS MEDICAL CENTER 8100 GREENBRIAR 300 HOUSTON TX 77054 NONE PC FOR GENERAL OPERATING EXPENSES 120000 OAKBEND MEDICAL CENTER 1705 JACKSON ST RICHMOND TX 77469 NONE PC TO PROVIDE QUALITY HEALTHCARE TO THE INDIGENT POPULATION OF FORT BEND COUNTY 100000 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 150000 SCHOLARSHIP AMERICA C/O FIRST NATIONAL BANK MINNESOTA PO BOX 240 ST PETER MN 56082 NONE PC SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN BLANCO FFA CDE 18000 1712000 14 1764233 14 2085485 16 376711 14 11922828 18 1456505 0 17605762 0 17605762 1 0 0 0 0 0 0 1 0 1a(1) 60000 MORTON CEMETERY ASSN CASH GRANT 1b(6) 0 MORTON CEMETERY ASSN MAINTAIN ACCOUNTING RECORDS 1 MORTON CEMETERY ASSN 501(C)13 SOME COMMON OFFICERS AND DIRECTORS ACCOUNTING FEES 46500 13950 0 32550 MORTON CEMETERY ASSOCIATION 900 MORTON STREET RICHMOND TX 77469 2019-03-19 60000 TO MAINTAIN HISTORICAL CEMETERY FOR HISTORICAL, CULTURAL, AND EDUCATIONAL PURPOSES NONE JULY 2, 2021 ALL EXPENSES USED AS INTENDED CORPORATE BONDS 50221040 51728812 COMMON STOCK 45704488 77900782 MUTUAL FUNDS 27641683 39052283 28395862 29275787 0 0 LAND, BUILDING, & IMPROVEMENTS 611 MORTON 939652 267664 671988 365987 AUTOMOBILE 30410 30410 0 4000 LAND HELD FOR INVESTMENT 18763540 0 18763540 49819584 FURNITURE & FIXTURES 232090 118620 113470 113470 LAND IMPROVEMENTS 1108159 348278 759881 759881 PARTNERSHIPS AT COST 39348 30010 REAL ESTATE FUNDS AT COST 10006271 10302760 ALTERNATIVE INVESTMENTS AT COST 19196401 22268573 CERTIFICATES OF DEPOSIT AT COST 500000 500055 WS FURNITURE & FIXTURES 148198 124748 23450 23450 WS BUILDING 5457857 1052528 4405329 3654611 WS AUTO & WATER PLANT 353737 135295 218442 48206 WS LAND 101250 0 101250 239400 LAR FURNITURE & FIXTURES 412975 196935 216040 216040 LAR BUILDING 6904065 632052 6272013 5556917 LAR LAND 1781560 0 1781560 4600000 LAR AUTO 59838 29919 29919 29919 LEGAL 605852 605852 0 0 NET INTANGIBLE ASSETS 3897597 3668325 18747000 AUTO & TRUCK 47068 26477 0 20591 BANK & INVESTMENT MGMT FEES 696872 696283 0 589 CONTRACT SERVICES 221689 22001 0 199688 DUES & SUBSCRIPTIONS 31365 8764 0 22601 EXPENSE REIMBURSEMENTS -15819 -4746 0 -11073 INSURANCE 175708 52950 0 122758 MAINTENANCE & REPAIR 370911 71267 0 299644 JANITOR 17012 5104 0 11908 UTILITIES 158495 13003 0 145492 MAINTENANCE - WATER PLANT 12664 0 0 12664 SUPPLIES 125611 12781 0 112830 MISCELLANEOUS 21862 5970 0 15892 OIL & GAS ROYALTIES 11929189 11929189 LONG ACRE RANCH INCOME 1485 1485 WELL SPRINGS INCOME 6600 6600 K-1 CAPITAL ROYALTY -3509 -3509 K-1 CANYON BALANCED ASP FUND -15070 -15070 K-1 APOLLO CREDIT STRATEGIES ASP FUND 4133 4133 OTHER CONSULTING 190173 187023 0 3150 EXCISE TAX 199702 0 0 0 AD VALOREM 205772 205772 0 0 PRODUCTION TAX 402850 402850 0 0 FOREIGN 37682 37682 0 0 PAYROLL 123646 19498 0 104148