HENDERSON-WESSENDORFF FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HENDERSON-WESSENDORFF FOUNDATION (EIN 74-6047149)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-07
- IRS object ID
- 202022819349100327
- Schema version
- 2019v5.1
- 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 | 2020-10-07T12:22:17-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SU WAH | PreparerPersonNm |
| PTIN | P01321749 | PTIN |
| Phone | 7136291381 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.213.62.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-06 | IPDt |
| IP Tm | 16:44:50 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 97622E16245C523B50DB3DDC3B86C58470A88250 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 659741547D447AE42623B3110112C8F8510BFCEB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $320,905,439 | 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 | $1,843,062 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,843,062 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,447,824 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,447,824 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $340,806 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $340,806 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $340,806 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $5,452,240 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $56,543,033 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,452,240 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,481,190 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,437,936 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $43,254 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $27,565,122 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,521,868 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $43,254 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,082,073 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $286,210 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $795,863 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,011,944 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $236,688 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $775,256 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $375,139 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $79,087 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $296,052 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $451,162 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $451,162 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $45,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $31,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $127,494 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $118,534 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,960 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,240,120 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $917,545 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $79,807 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $699,468 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $304,087 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $21,313 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,787 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,740 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,760,234 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $835,370 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $924,864 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,814,447 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,245,120 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,928,392 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,551,352 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,551,352 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,365,799 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,245,120 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,479,744 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,199,323 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,276,748 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $43,254 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,803 | CashBOYAmt |
| Cash EOY | $5,804 | CashEOYAmt |
| Cash EOYFMV | $5,804 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $14,171,513 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,594,079 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,594,079 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $100,959 | AcctRcvblAmt |
| Acct Rcvbl BOY | $122,821 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $100,959 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $100,959 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $168,015 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,241,638 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $168,015 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $168,015 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $262,396 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $362,628 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $362,628 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $21,795,774 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $30,957,285 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $31,359,912 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $85,956,698 | CorporateStockBOYAmt |
| Corporate Stock EOY | $81,368,701 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $109,302,368 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $33,967,724 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $37,509,255 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $38,116,589 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $20,933,063 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $783,774 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $20,000,530 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $20,149,289 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $50,269,974 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $25,060,085 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,986,003 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,247,176 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $14,058,116 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,827,874 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,389,833 | LandBOYAmt |
| Land EOY | $12,230,242 | LandEOYAmt |
| Land EOYFMV | $13,377,935 | LandEOYFMVAmt |
| Other Assets BOY | $4,126,867 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,897,597 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $34,000,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $218,135,682 | TotalAssetsBOYAmt |
| Total Assets EOY | $228,329,857 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $320,905,439 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,148 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $5,148 | 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 | $218,130,534 | RetainedEarningBOYAmt |
| Retained Earning EOY | $228,329,857 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $218,130,534 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $228,329,857 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $218,135,682 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $228,329,857 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $218,130,534 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,199,323 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $228,329,857 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $228,329,857 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|
| CAPITAL ROYALTY PARTNERSHIP GAIN | P | $13,337 | $13,337 | $13,337 | ||
| GAIN ON RECOVERY OF LID AR | P | $49,364 | $49,364 | $49,364 | ||
| CAPITAL GAIN DIVIDENDS | P | $309,908 | $309,908 | $309,908 | ||
| PUBLICY TRADED SECURITIES | P | $47,333,512 | $3,745,310 | $3,745,310 | $43,588,202 | |
| CAPITAL GAIN ON JOHNSON DEV CORP | P | $1,263,287 | $1,263,287 | $1,263,287 | ||
| GEN IV CAPITAL PARTNERS II LLC | P | $2,528,752 | $124,010 | $124,010 | $2,404,742 | |
| CANYON II | P | $5,024,873 | -$72,976 | -$72,976 | $5,097,849 | |
| GAIN ON SALE OF FIXED ASSETS | P | $20,000 | $20,000 | $20,000 | $28,000 | $28,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,452,240 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,153,543 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $283,817,613 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060439 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,279,630 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $279,135,097 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036827 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,249,836 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $247,487,098 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045456 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,757,233 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $227,720,237 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047239 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,639,865 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $216,169,866 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035342 | DistributionYr5Rt |
| Total Distribution | 0.225303 | TotalDistributionRt |
| Average Distribution | 0.045061 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $290,472,506 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,088,982 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $242,767 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,331,749 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,715,534 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $242,767 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $242,767 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $242,767 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $602,396 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $602,396 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $359,629 | OverpaymentAmt |
| Applied To ES Tax | $359,629 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | Yes (1) | ExcessBusinessHoldingsInd |
| 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 (9 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 | $27,600 | $0 | $0 |
| CHARLES PAT MCDONALD | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | PRESIDENT | 40.00 | $404,600 | $69,579 | $0 |
| JACK H MOORE | ||||||||
| 2116 THOMPSON ROAD SUITE 116 | RICHMOND | TX | 77469 | SECRETARY / LEGAL | 10.00 | $47,583 | $0 | $0 |
| BEN JONES | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | CFO | 40.00 | $279,650 | $64,920 | $0 |
| LANE WARD | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | DIRECTOR | 2.00 | $21,700 | $0 | $0 |
| BARBARA BLEIL | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | DIRECTOR | 2.00 | $19,200 | $0 | $0 |
| SETH DELEERY | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | DIRECTOR | 2.00 | $19,200 | $0 | $0 |
| WILL ROBERTSON | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JULIE GASTON | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | GRANT OFFICER | 40.00 | $101,316 | $26,725 | $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 |
|---|---|---|---|---|---|---|---|---|
| PENNY MEEK | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | GRANTS & OPS MGR | 40.00 | $107,418 | $12,890 | $0 |
| TODD MABRY | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | RANCH & RETREAT MGR | 30.00 | $98,017 | $11,340 | $0 |
| OCTOBER SMITH | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | LAR CTR MGR | 40.00 | $94,927 | $11,391 | $0 |
| MARIA D CRUZ | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | EXEC ASST | 40.00 | $74,464 | $8,935 | $0 |
| RENEE STALEY | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | GRANTS ASSOC | 40.00 | $66,050 | $7,926 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WELLS FARGO | |||||
| PO BOX 95021 | HENDERSON | NV | 890095021 | BANK & INVESTMENT FEES | $510,268 |
| MCGINNIS LOCHRIDGE | |||||
| 711 LOUISIANA ST | HOUSTON | TX | 77002 | LEGAL | $413,825 |
| WILLIS GRAVES & ASSOCIATES INC | |||||
| 8140 N MOPAC BLDG 2 STE 250 | AUSTIN | TX | 78759 | OIL & GAS CONSULTING | $112,032 |
| 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 4,045 ATTENDEES FROM 86 EVENTS OR ORGANIZATIONS IN 2019. | Description1Txt |
| Expenses1 | $734,533 | 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 8,297 ATTENDEES FROM 132 EVENTS OR ORGANIZATIONS IN 2019. | Description2Txt |
| Expenses2 | $1,232,841 | 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 | $194,702,095 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,332,779 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $86,861,071 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $294,895,945 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $294,895,945 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,423,439 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $290,472,506 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,523,625 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,523,625 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $242,767 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $242,767 | TotalTaxAmt |
| Distributable Before Adj | $14,280,858 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $43,254 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,324,112 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,324,112 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,479,744 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,235,790 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $14,715,534 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $242,767 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $14,472,767 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,324,112 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,020,972 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,715,534 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,020,972 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,694,562 | 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 | $2,629,550 | 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 (108 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 FB COUNTY | ||||||||
| P O BOX 707 | SUGAR LAND | TX | 77487 | NONE | PC | FOR SUMMER READING PROGRAM FOR AT-RISK YOUNG READERS IN FORT BEND COUNTY | $10,000 | |
| 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 CONSTRUCTION OF THE NORTH ROSENBERG NEIGHBORHOOD RESOURCE CENTER | $520,000 | |
| ATTACK POVERTY | ||||||||
| 3727 GREENBRIAR DR STE 100 | STAFFORD | TX | 77477 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $307,000 | |
| AVDA (AID TO VICTIMS OF DOMESTIC ABUSE) | ||||||||
| 1001 TEXAS AVE SUITE 600 | HOUSTON | TX | 77002 | NONE | PC | FOR FREE LEGAL & SUPPORT SERVICES FOR FORT BEND COUNTY DOMESTIC VIOLENCE VICTIMS | $15,000 | |
| BLANCO EDUCATION FOUNDATION | ||||||||
| P O BOX 331 | BLANCO | TX | 78606 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $1,000 | |
| BLANCO VOLUNTEER FIRE FOUNDATION | ||||||||
| P O BOX 868 | BLANCO | TX | 78606 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $500 | |
| BLESSED BE HOPE FOR THREE | ||||||||
| 12808 W AIRPORT BLVD STE 375 | SUGAR LAND | TX | 77478 | NONE | PC | FOR OPERATING SUPPORT | $66,000 | |
| BO'S PLACE | ||||||||
| 10050 BUFFALO SPEEDWAY | HOUSTON | TX | 77054 | NONE | PC | GRIEF SUPPORT FOR FORT BEND COUNTY FAMILIES | $10,000 | |
| BOYS & GIRLS CLUBS OF GREATER HOUSTON | ||||||||
| 815 CROSBY STREET | HOUSTON | TX | 77019 | NONE | PC | SUPPORT THE BUILDING, OPERATIONS AND PROGRAMMING OF THE NEW CLUB IN RICHMOND | $200,000 | |
| BRAZOS BEND GUARDIANSHIP SERVICES | ||||||||
| P O BOX 72 | ROSENBERG | TX | 77471 | NONE | PC | OPERATING SUPPORT TO PROVIDE GUARDIANSHIP & ALTERNATIVE SERVICES FOR ADULTS | $40,000 | |
| BRIDGES TO LIFE | ||||||||
| P O BOX 570895 | HOUSTON | TX | 77257 | NONE | PC | TO FACILITATE THE RESTORATIVE JUSTIVE PROGRAM IN PRISON UNITS IN RICHMOND, TEXAS. | $21,000 | |
| BRIDGES TO LIFE | ||||||||
| P O BOX 570895 | HOUSTON | TX | 77257 | NONE | PC | TO FACILITATE THE RESTORATIVE JUSTIVE PROGRAM IN PRISON UNITS IN RICHMOND, TEXAS. | $20,660 | |
| BUGGY BARN MUSEUM | ||||||||
| PO BOX 504 | BLANCO | TX | 78606 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| CAESAR KLEBERG WILDLIFE RESEARCH INSTITUTE TEXAS A&M UNIVERSITY KINGSVILLE | ||||||||
| 700 UNIVERSITY BLVD MSC 218 | KINGSVILLE | TX | 78363 | NONE | GOV | FOR THE COASTAL PRAIRIES NATIVE SEED PROJECT | $5,000 | |
| CALVARY EPISCOPAL CHURCH | ||||||||
| 702 THOMPSON DRIVE | RICHMOND | TX | 77469 | NONE | PC | FOR RENOVATIONS TO THE PARISH HALL | $188,000 | |
| CALVARY EPISCOPAL SCHOOL INC | ||||||||
| 1201 AUSTIN | RICHMOND | TX | 77469 | NONE | PC | TO SUPPORT THE SEARCH FOR A NEW HEADMASTER | $75,000 | |
| 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 | SUPPORT MAMIE GEORGE COMMUNITY CTR STAFF TO ATTEND BAYLOR HUNGER & PROVERTY SUMMIT | $900 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF GALVESTON-HOUSTON | ||||||||
| 2900 LOUISIANA STREET | HOUSTON | TX | 77006 | NONE | PC | TO SUPPORT SERVICES TO WOMEN VETERANS IN FORT BEND COUNTY | $170,000 | |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF GALVESTON-HOUSTON | ||||||||
| 2900 LOUISIANA STREET | HOUSTON | TX | 77006 | NONE | PC | OPERATIONS OF MAMIE GEORGE COMMUNITY CTR FOR SENIORS & LOW INCOME POPULATIONS | $140,000 | |
| CHILD ADVOCATES OF FORT BEND | ||||||||
| P O BOX 8 | RICHMOND | TX | 77406 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $150,000 | |
| CHILD ADVOCATES OF FORT BEND | ||||||||
| P O BOX 8 | RICHMOND | TX | 77406 | NONE | PC | TO HELP WITH REMODELING AND EXPANDING FACILITY | $1,500,000 | |
| CHILDREN'S MUSEUM OF HOUSTON | ||||||||
| 1500 BINZ | HOUSTON | TX | 77004 | NONE | PC | PROVIDE FAMILY LEARNING EVENTS & PARENT WORKSHOPS IN LCISD SCHOOLS | $45,000 | |
| COASTAL CONSERVATION ASSOCIATION | ||||||||
| 5919 PORTWEST DR SUITE 100 | HOUSTON | TX | 77024 | NONE | PC | PROVIDE COLLEGE SCHOLARSHIPS TO THE WINNER IN THE STAR TEEN FISHING TOURNAMENT | $25,000 | |
| COLLEGE COMMUNITY CAREER | ||||||||
| 11104 W AIRPORT BLVD STE 106 | STAFFORD | TX | 77477 | NONE | PC | GENERAL OPERATING SUPPORT TO SERVE LAMAR CISD PROGRAM | $50,000 | |
| DEPELCHIN CHILDREN'S CENTER | ||||||||
| 4950 MEMORIAL DRIVE | HOUSTON | TX | 77007 | NONE | PC | THERAPEUTIC SERVICES FOR DEPELCHIN RESIDENTIAL CENTER IN RICHMOND | $25,000 | |
| DOING OUR PART | ||||||||
| 3 SUGAR CREEK CENTER SUITE 100 | SUGAR LAND | TX | 77478 | NONE | PC | TO SUPPORT THE KIDZ KITCHEN PROGRAM IN RICHMOND TEXAS | $5,000 | |
| EPISCOPAL THEOLOGICAL SEMINARY OF THE SOUTHWEST | ||||||||
| PO BOX 2247 | AUSTIN | TX | 78768 | NONE | PC | TO SUPPORT RESEARCH AND EDUCATION IN THE INTEGRATION OF SPIRITUALITY AND COUNSELLING | $500,000 | |
| FORT BEND COMMUNITY PARTNERS RAINBOW ROOM | ||||||||
| 1110 AVENUE G | ROSENBERG | TX | 77471 | NONE | PC | FOR OPERATIONAL EXPENSES AND EXPENSES RELATED TO 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 EDUCATION FOUNDATION | ||||||||
| 16431 LEXINGTON BLVD | SUGAR LAND | TX | 77479 | NONE | PC | FOR TEACHERS AND SCHOOLS PROGRAM GRANTS TO FBISD'S RICHMOND AREA SCHOOLS | $10,000 | |
| FORT BEND FAMILY HEALTH CENTER (DBA ACCESSHEALTH) | ||||||||
| 400 AUSTIN STREET | RICHMOND | TX | 77469 | NONE | PC | TO SUPPORT TWO STAFF MEMBERS IN ATTENDING BAYLOR'S HUNGER & POVERTY SUMMIT | $900 | |
| FORT BEND FAMILY HEALTH CENTER (DBA ACCESSHEALTH) | ||||||||
| 400 AUSTIN STREET | RICHMOND | TX | 77469 | NONE | PC | TO PROVIDE MEDICAL AND MENTAL HEALTH CARE FOR THE UNINSURED AND UNDERINSURED | $1,050,000 | |
| FORT BEND FAMILY PROMISE | ||||||||
| 4645 CARTWRIGHT DRIVE | MISSOURI CITY | TX | 77459 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $100,000 | |
| FORT BEND FAMILY PROMISE | ||||||||
| 4645 CARTWRIGHT DRIVE | MISSOURI CITY | TX | 77459 | NONE | PC | FOR GENERAL OPERATING SUPPORT & DAY CTR IN RICHMOND / ROSENBERG | $19,810 | |
| FORT BEND FORWARD INC | ||||||||
| 445 COMMERCE GREEN BLVD | SUGAR LAND | TX | 77478 | NONE | PC | 2018-19 SCHOLARSHIPS FOR YIP PARTICIPANTS FROM LAMAR CISD, NEEDVILLE ISD, CALVARY | $35,000 | |
| FORT BEND FORWARD INC | ||||||||
| 445 COMMERCE GREEN BLVD | SUGAR LAND | TX | 77478 | NONE | PC | 2019-20 SCHOLARSHIPS FOR YIP PARTICIPANTS FROM LAMAR CISD, NEEDVILLE ISD, CALVARY | $40,000 | |
| 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 | $100,000 | |
| FORT BEND YOUTH SPORTS ASSOCIATION | ||||||||
| 202 CENTURY SQUARE BLVD | SUGAR LAND | TX | 77478 | NONE | PC | FOR GENERAL OPERATING EXPENSES | $30,000 | |
| GRACE AFTER FIRE | ||||||||
| 2929 MCKINNEY ST | HOUSTON | TX | 77003 | NONE | PC | PROVIDE FORT BEND WOMEN VETERANS & THEIR FAMILY MEMBERS PEER-TO-PEER SUPPORT SERVICES | $25,000 | |
| GRATIA PLENA | ||||||||
| 10707 CORPORATE DRIVE SUITE 135 | STAFFORD | TX | 77477 | NONE | PC | MENTAL HEALTH COUNSELING FOR RICHMOND, ROSENBERG, & FULSHEAR RESIDENTS | $30,000 | |
| HOUSTON HOSPICE | ||||||||
| 1905 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PC | TO PROVIDE HOSPICE CARE FOR RICHMOND, TX AREA PATIENTS | $50,000 | |
| INSTITUTE FOR SPIRITUALITY AND HEALTH AT THE TEXAS MEDICAL CENTER | ||||||||
| 8100 GREENBRIAR 220 | 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 | OPERATIONS & PROGRAMS IN RICHMOND & ROSENBERG, TX | $25,000 | |
| KATY ARTREACH | ||||||||
| 23501 CINCO RANCH BLVD SUITE H120 | KATY | TX | 77494 | NONE | PC | FOR GENERAL OPERATING EXPENSES | $15,000 | 262 |
| LAMAR CHS PROGRAD | ||||||||
| 4506 MUSTANG AVE | ROSENBERG | TX | 77471 | NONE | PC | TO PURCHASE COLLEGE ESSENTIAL ELECTRONICS FOR STUDENTS ATTENDING LCISD PROGRAD EVENT | $5,000 | |
| LAMAR EDUCATIONAL AWARDS FOUNDATION | ||||||||
| 3911 AVE I | ROSENBERG | TX | 77471 | NONE | PC | FOR THE STORYBOOK THEATER FOR THE LAMAR CISD'S SEGUIN EARLY CHILDHOOD CENTER | $580 | |
| LAMAR EDUCATIONAL AWARDS FOUNDATION | ||||||||
| 3911 AVE I | ROSENBERG | TX | 77471 | NONE | PC | FOR THE LAMAR CHS STUDENT COUNCIL AND ADVISORS TO ATTEND A CONFERENCE | $7,550 | |
| LAMAR EDUCATIONAL AWARDS FOUNDATION | ||||||||
| 3911 AVE I | ROSENBERG | TX | 77471 | NONE | PC | FOR STUDENTS AT LAMAR CISD TO ATTEND A CONFERENCE | $2,000 | |
| LAMAR EDUCATIONAL AWARDS FOUNDATION | ||||||||
| 3911 AVE I | ROSENBERG | TX | 77471 | NONE | PC | FOR CHOIR TRIP FOR THE DIRECTORS CHOICE SHOWCASE OF MUSIC | $2,500 | |
| LITERACY COUNCIL OF FORT BEND COUNTY | ||||||||
| 12530 EMILY COURT | SUGAR LAND | TX | 77478 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $32,100 | |
| 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 | |
| FORT BEND HABITAT FOR HUMANITY | ||||||||
| 505 JULIE RIVERS DR SUITE 150 | SUGAR LAND | TX | 77478 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $75,000 | |
| 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 | 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 | |
| LOVING HOUSTON | ||||||||
| 2916 W TC JESTER NO 200 | HOUSTON | TX | 77018 | NONE | PC | TO HIRE A COORDINATOR WHO WILL INCREASE CHURCH-SCHOOL PARTNERSHIPS IN LCISD | $10,000 | |
| OAKBEND MEDICAL CENTER | ||||||||
| 1705 JACKSON ST | RICHMOND | TX | 77469 | NONE | PC | FOR SKILLED NURSING CENTER RENOVATIONS | $500,000 | |
| LUNCHES OF LOVE | ||||||||
| PO BOX 1161 | ROSENBERG | TX | 77471 | NONE | PC | FOR BUILDING MAINTENANCE, RENOVATION AND GENERAL OPERATING EXPENSES | $100,000 | |
| MOUNT PILGRIM MISSIONARY BAPTIST CHURCH | ||||||||
| PO BOX 163 | THOMPSON | TX | 77481 | NONE | PC | FOR FLOOD, FIRE, & WINDSTORM INSURANCE | $3,529 | |
| FORT BEND REGIONAL COUNTIL ON SUBSTANCE ABUSE INC | ||||||||
| 10435 GREENBROUGH SUITE 250 | STAFFORD | TX | 77477 | NONE | PC | TO PREPARE & ATTAIN ACCREDITATION FROM COMMMISSION ON ACCREDITATION OF REHAB FACILITIES | $61,020 | |
| PRAYERS OF THE PEOPLE | ||||||||
| 1110 LOVETT BLVD | HOUSTON | TX | 77006 | 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 | |
| PARKS YOUTH RANCH INC | ||||||||
| PO BOX 17688 | SUGAR LAND | TX | 77496 | NONE | PC | FOR VEHICLE RENTAL, MILEAGE AND MEALS TO TOUR LIFEWORKS | $750 | |
| RICHMOND OILERS FOOTBALL & CHEER | ||||||||
| PO BOX 1426 | RICHMOND | TX | 77406 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $22,250 | |
| ROSENBERG RAILROAD MUSEUM | ||||||||
| PO BOX 369 | ROSENBERG | TX | 77471 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $45,000 | |
| SCHOLARSHIP AMERICA | ||||||||
| C/O FIRST NATIONAL BANK MINNESOTA | ST PETER | MN | 56082 | NONE | PC | SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN RICHMOND FFA CDE | $1,500 | PO BOX 240 |
| SCHOLARSHIP AMERICA | ||||||||
| C/O FIRST NATIONAL BANK MINNESOTA | ST PETER | MN | 56082 | NONE | PC | SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN BLANCO FFA CDE | $36,000 | PO BOX 240 |
| SCHOLARSHIP AMERICA | ||||||||
| C/O FIRST NATIONAL BANK MINNESOTA | ST PETER | MN | 56082 | NONE | PC | SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN BLANCO FFA CDE | $1,500 | PO BOX 240 |
| SER-JOBS FOR PROGRESS | ||||||||
| 1710 TELEPHONE ROAD | HOUSTON | TX | 77023 | NONE | PC | TO PROVIDE WORKFORCE DEVELOPMENT SERVICES IN RICHMOND & ROSENBERG, TX | $50,000 | |
| SIRE INC | ||||||||
| 11211 KATY FREEWAY SUITE 660 | HOUSTON | TX | 77079 | NONE | PC | TO SUPPORT OPERATING EXPENSES AT SIRE'S FORT BEND THERAPEUTIC HORSEMANSHIP PROGRAM | $50,000 | |
| TEXAS PARKS AND WILDLIFE DEPARTMENET | ||||||||
| 4200 SMITH SCHOOL RD | AUSTIN | TX | 78744 | NONE | GOV | TO PURCHASE A BOAT FOR THE KARNES COUNTY GAME WARDEN | $9,100 | |
| TEXAS PARKS AND WILDLIFE FOUNDATION | ||||||||
| 2914 SWISS AVENUE | DALLAS | TX | 75204 | NONE | SO I | REPAIR AND UPGRADES FOR THE NATURE CENTER AT BRAZOS BEND STATE PARK | $50,000 | |
| THE MENNINGER CLINIC FOUNDATION | ||||||||
| 12301 MAIN STREET | HOUSTON | TX | 77035 | NONE | PC | SUPPORT CLINICAL OUTCOME SEGMENT OF MIND-MB DATA COLLECTION | $25,000 | |
| THE PERIWINKLE FOUNDATION | ||||||||
| 3400 BISSONNET STREET SUITE 185 | HOUSTON | TX | 77005 | NONE | PC | TO ENSURE RICHMOND, TX CHILDREN TREATED FOR BLOOD DISORDERS & CANCER CAN ATTEND CAMP | $10,000 | |
| THE SALVATION ARMY | ||||||||
| 1424 NORTHEAST ATLANTA EXPRESSWAY | ATLANTA | GA | 30329 | NONE | PC | HOUSING & UTILITY SUPPORT FOR RICHMOND AREA RESIDENTS WHO ARE HOMELESS OR FACING EVICTION | $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 CONSTRUCT AN EDUCATION BUILDING FOR TSTC FORT BEND | $912,870 | |
| THE JUNG CENTER | ||||||||
| 5200 MONTROSE | HOUSTON | TX | 77006 | NONE | PC | TO FUND CONFERENCES THAT FOCUS ON EDUCATING CLERGY AND MENTAL HEALTH PROVIDERS | $10,500 | |
| UNDIES FOR EVERYONE | ||||||||
| 3810 WILLOWBEND 1000 | HOUSTON | TX | 77054 | NONE | PC | TO DISTRIBUTE UNDERWEAR TO SCHOOL NURSES IN LAMAR CISD | $13,320 | |
| UNITED WAY OF GREATER HOUSTON | ||||||||
| PO BOX 3247 | HOUSTON | TX | 77253 | NONE | PC | COLLABORATIVE RELIEF EFFORTS FOLLOWING 2016 & 2017 FLOODS & MAY 2019 SEVERE WEATHER | $604,859 | |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON | ||||||||
| 7000 FANNIN STE 1200 | HOUSTON | TX | 77030 | NONE | GOV | TO SUPPORT THE PEDIATRIC BIPOLAR REGISTRY AND PILOT PROJECT IN LAMAR CISD | $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 HOUSTONTW DAVIS | ||||||||
| 911 THOMPSON HWY | RICHMOND | TX | 77469 | NONE | PC | TO CONTINUE THE EFFORTS OF THE TW DAVIS YMCA OUTREACH PROGRAM | $87,000 | |
| YMCA OF GREATER HOUSTONTW DAVIS | ||||||||
| 911 THOMPSON HWY | RICHMOND | TX | 77469 | NONE | PC | FOR YMCA STAFF TO SUPPORT THE FITNESS PROGRAM AT FORT BEND SENIORS ROSENBERG FACILITY | $18,820 | |
| FRIENDS OF VINCE | ||||||||
| 3418 SANDHILL CRANE WAY | RICHMOND | TX | 77469 | NONE | PC | FOR PAPER GOODS AND MATERIAL TO SUPPORT PINK ELEMENTARY SCHOOL SPIRTS OF CHRISTMAS MARKET | $3,500 | |
| GREATER HOUSTON COMMUNITY FOUNDATION | ||||||||
| 515 POST OAK BOULEVARD SUITE 1000 | HOUSTON | TX | 77027 | NONE | PC | TO SUPPORT THE UNDERSTANDING HOUSTON REGIONAL COMMUNITY IDICATORS PROJECT | $4,400 | |
| HOPE FORT BEND CLUBHOUSE | ||||||||
| 2718 BRIGHT TRAIL | SUGAR LAND | TX | 77479 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $60,000 | |
| HOUSTON GALVESTON INSTITUTE | ||||||||
| 2990 RICHMOND AVE SUITE 530 | HOUSTON | TX | 77098 | NONE | PC | FOR WALK IN COUNSELING PROGRAM IN THE RICHMOND AREA OF FORT BEND COUNTY | $170,000 | |
| HOUSTON GALVESTON INSTITUTE | ||||||||
| 2990 RICHMOND AVE SUITE 530 | HOUSTON | TX | 77098 | NONE | PC | TO RETAIN THERAPISTS AT LCISD | $285,000 | |
| LAMAR EDUCATIONAL AWARDS FOUNDATION | ||||||||
| 3911 AVE I | ROSENBERG | TX | 77471 | NONE | PC | TO CONTINUE THE GIRLS ON THE RUN PROGRAM ON 10 LCISD CAMPUSES | $17,500 | |
| LAMAR EDUCATIONAL AWARDS FOUNDATION | ||||||||
| 3911 AVE I | ROSENBERG | TX | 77471 | NONE | PC | TO PURCHASE HANDS-ON LIBRARY MANIPULATIVES FOR LAMAR CISD'S SEGUIN EARLY CHILDHOOD CENTER | $4,000 | |
| LAMAR EDUCATIONAL AWARDS FOUNDATION | ||||||||
| 3911 AVE I | ROSENBERG | TX | 77471 | NONE | PC | TO PURCHASE IREAD LIBRARY PROGRAMS FOR CLASSROOMS AT PINK ELEMENTARY SCHOOL | $9,820 | |
| LAMAR EDUCATIONAL AWARDS FOUNDATION | ||||||||
| 3911 AVE I | ROSENBERG | TX | 77471 | NONE | PC | TO PURCHASE SPANISH BOOKS IN THE BILINUAL CLASSES AT LCISD | $2,894 | |
| LAMAR EDUCATIONAL AWARDS FOUNDATION | ||||||||
| 3911 AVE I | ROSENBERG | TX | 77471 | NONE | PC | FOR TRANSPORTATION COST TO SEND ALL 5TH GRADE STUDENTS IN LCISD | $14,000 | |
| LAMAR EDUCATIONAL AWARDS FOUNDATION | ||||||||
| 3911 AVE I | ROSENBERG | TX | 77471 | NONE | PC | TO PURCHASE BOOKS TO UPDATE THE LIBRARY AT JANE JOHNSON WESSENDORFF MIDDLE SCHOOL - LCISD | $40,000 | |
| LAMAR EDUCATIONAL AWARDS FOUNDATION | ||||||||
| 3911 AVE I | ROSENBERG | TX | 77471 | NONE | PC | TO SEND STUDENTS AND CHAPERONES ON AN OVERNIGHT SCIENCE CAMP TRIP | $55,250 | |
| ROSENBERG-RICHMOND HELPING HANDS INC | ||||||||
| PO BOX 1268 | RICHMOND | TX | 77469 | NONE | PC | FOR REGISTRATION FEES FOR TWO BOARD MEMBERS ATTENDING BAYLOR'S HUNGER AND POVERTY SUMMIT | $200 | |
| ROSENBERG-RICHMOND HELPING HANDS INC | ||||||||
| PO BOX 1268 | RICHMOND | TX | 77469 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $30,000 | |
| ROSENBERG RAILROAD MUSEUM | ||||||||
| P O BOX 369 | ROSENBERG | TX | 77471 | NONE | PC | TO IMPROVE THE LEARNING ENVIRONMENT FOR MUSEUM VISITORS BY RENOVATIONS | $100,000 | |
| SAM HOUSTON AREA COUNCIL BOY SCOUTS OF AMERICA | ||||||||
| 2225 NORTH LOOP WEST | HOUSTON | TX | 77008 | NONE | PC | TO SUPPORT SCOUTING PROGRAMS IN FORT BEND COUNTY | $75,000 | |
| SCHOLARSHIP AMERICA | ||||||||
| C/O FIRST NATIONAL BANK MINNESOTA | ST PETER | TX | 56082 | NONE | PC | SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN RICHMOND FFA CDE | $10,000 | PO BOX 240 |
| SCHOLARSHIP AMERICA | ||||||||
| C/O FIRST NATIONAL BANK MINNESOTA | ST PETER | TX | 56082 | NONE | PC | SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN RICHMOND FFA CDE | $4,500 | PO BOX 240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,551,352 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BO'S PLACE | ||||||||
| 10050 BUFFALO SPEEDWAY | HOUSTON | TX | 77054 | NONE | PC | FOR GRIEF SUPPORT GROUPS FOR FORT BEND COUNTY FAMILIES | $10,000 | |
| BOYS & GIRLS CLUBS OF GREATER HOUSTON | ||||||||
| 815 CROSBY STREET | HOUSTON | TX | 77019 | NONE | PC | TO SUPPORT THE OPERATIONS AND PROGRAMMING OF THE RICHMOND-ROSENBERG CLUB | $400,000 | |
| BRAZOS BEND GUARDIANSHIP SERVICES | ||||||||
| P O BOX 72 | ROSENBERG | TX | 77471 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $80,000 | |
| CHILD ADVOCATES OF FORT BEND | ||||||||
| P O BOX 8 | RICHMOND | TX | 77406 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $150,000 | |
| CHILDREN AT RISK INC | ||||||||
| 2900 WESLAYAN SUITE 400 | HOUSTON | TX | 77027 | NONE | PC | TO WORK WITH FORT BEND COUNTY PARTNERS ABOUT THE LOCAL OPPURTUNITY YOUTH POPULATION | $56,525 | |
| EPISCOPAL THEOLOGICAL SEMINARY OF THE SOUTHWEST | ||||||||
| PO BOX 2247 | AUSTIN | TX | 78768 | NONE | PC | FOR THE RICHMOND BILINGUAL FELLOWS PROGRAM | $1,722,363 | |
| FORT BEND FAMILY PROMISE | ||||||||
| 4645 CARTWRIGHT DRIVE | MISSOURI CITY | TX | 77459 | NONE | PC | FOR GENERAL OPERATING SUPPORT & DAY CTR IN RICHMOND / ROSENBERG | $70,190 | |
| FORT BEND HISTORY ASSOCIATION | ||||||||
| PO BOX 460 | RICHMOND | TX | 77406 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| FORT BEND SENIORS MEALS ON WHEELS | ||||||||
| PO BOX 1488 | ROSENBERG | TX | 77471 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $150,000 | |
| HOUSTON MUSEUM OF NATURAL SCIENCE | ||||||||
| 5555 HERMANN PARK DRIVE | HOUSTON | TX | 77030 | NONE | PC | TO UPDATE AND REPAIR THE GEORGE OBSERVATORY STRUCTURE | $100,000 | |
| SCHOLARSHIP AMERICA | ||||||||
| C/O FIRST NATIONAL BANK MINNESOTA | ST PETER | MN | 56082 | NONE | PC | SCHOLARSHIPS TO SENIOR STUDENTS PLACING IN BLANCO FFA CDE | $46,000 | PO BOX 240 |
| LAMAR CONSOLIDATED INDEPENDENT SCHOOL DISTRICT LCISD | ||||||||
| 3911 AVE I | ROSENBERG | TX | 77471 | NONE | GOV | TO HIRE A DISTRICT GRANT WRITER, SPECIFICALLLY FOR THREE YEARS SALARYS AND BENEFITS | $255,000 | |
| 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 | $110,000 | |
| THE TSTC FOUNDATION | ||||||||
| 3801 CAMPUS DR | WACO | TX | 76705 | NONE | PC | TO EXPAND THE FACILITIES AND PROGRAMS OF TSTC FORT BEND | $1,000,000 | |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON | ||||||||
| 7000 FANNIN STE 1200 | HOUSTON | TX | 77030 | NONE | GOV | TO SUPPORT THE PEDIATRIC BIPOLAR REGISTRY AND THE CHILDREN'S LEARNING INSTITUTE | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,275,078 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,843,062 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,447,824 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $340,806 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,437,936 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,452,240 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT REFUNDED | Desc |
| Related Or Exempt Function Incm | $43,254 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,521,868 | ExclusionAmt |
| Related Or Exempt Function Incm | $43,254 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,565,122 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | GRANT REFUNDED | RelationshipStatementTxt |
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 | $45,500 | Amt |
| Net Investment Income | $13,650 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $31,850 | 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 16, 2020 | 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 | $37,509,255 | EOYBookValueAmt |
| EOYFMV | $38,116,589 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $45,193,137 | $65,544,333 |
| MUTUAL FUNDS | $36,175,564 | $43,758,035 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $30,957,285 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $31,359,912 | 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 | $247,847 | $691,805 | $330,446 |
| AUTOMOBILE | $35,360 | $35,360 | $0 | $6,000 |
| LAND HELD FOR INVESTMENT | $18,695,103 | $0 | $18,695,103 | $49,171,147 |
| FURNITURE & FIXTURES | $312,750 | $200,276 | $112,474 | $112,474 |
| LAND IMPROVEMENTS | $950,198 | $300,291 | $649,907 | $649,907 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIPS | AT COST | $1,213,754 | $679,724 |
| REAL ESTATE FUNDS | AT COST | $9,565,098 | $11,008,294 |
| ALTERNATIVE INVESTMENTS | AT COST | $19,207,151 | $20,559,158 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| WS FURNITURE & FIXTURES | $194,255 | $154,548 | $39,707 | $39,707 |
| WS BUILDING | $5,131,038 | $950,998 | $4,180,040 | $3,294,852 |
| WS AUTO & WATER PLANT | $305,298 | $115,507 | $189,791 | $19,000 |
| WS LAND | $101,250 | $0 | $101,250 | $239,400 |
| LAR FURNITURE & FIXTURES | $389,635 | $149,341 | $240,294 | $240,295 |
| LAR BUILDING | $6,095,242 | $439,529 | $5,655,713 | $4,902,794 |
| LAR LAND | $1,781,560 | $0 | $1,781,560 | $4,600,000 |
| LAR AUTO | $59,838 | $17,951 | $41,887 | $41,887 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $451,162 | LegalFeesAmt |
| Net Investment Income | $451,162 | 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 | $4,126,867 | BOYBookValueAmt |
| EOY Book Value | $3,897,597 | EOYBookValueAmt |
| EOYFMV | $34,000,000 | 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 | $39,521 | $29,275 | $0 | $10,246 |
| BANK & INVESTMENT MGMT FEES | $663,546 | $662,742 | $0 | $804 |
| CONTRACT SERVICES | $202,117 | $12,775 | $0 | $189,342 |
| DUES & SUBSCRIPTIONS | $15,854 | $4,027 | $0 | $11,827 |
| EXPENSE REIMBURSEMENTS | -$17,613 | -$5,284 | $0 | -$12,329 |
| INSURANCE | $159,177 | $15,818 | $0 | $143,359 |
| MAINTENANCE & REPAIR | $341,878 | $79,057 | $0 | $262,821 |
| JANITOR | $16,090 | $4,827 | $0 | $11,263 |
| UTILITIES | $177,095 | $11,817 | $0 | $165,278 |
| MAINTENANCE - WATER PLANT | $12,709 | $0 | $0 | $12,709 |
| SUPPLIES | $116,745 | $10,066 | $0 | $106,679 |
| MISCELLANEOUS | $33,115 | $10,250 | $0 | $22,865 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTIES | $16,548,081 | $16,548,081 | |
| MISCELLANEOUS INCOME | $3,343 | $3,343 | |
| WELL SPRINGS INCOME | $15,900 | $15,900 | |
| K-1 CAPITAL ROYALTY | -$9,643 | -$9,643 | |
| K-1 CANYON BALANCED ASP FUND | $334 | $334 | |
| K-1 CANYON BALANCED II ASP FUND | $957,828 | $957,828 | |
| K-1 GENIV CAPITAL PARTNERS II | -$80,376 | -$80,376 | |
| K-1 APOLLO CREDIT STRATEGIES ASP FUND | $2,469 | $2,469 | |
| GRANT REFUNDED | $43,254 | $43,254 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER CONSULTING | CategoryTxt |
| Amt | $127,494 | Amt |
| Net Investment Income | $118,534 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,960 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $242,768 | $0 | $0 | $0 |
| AD VALOREM | $271,062 | $271,062 | $0 | $0 |
| PRODUCTION TAX | $533,640 | $533,640 | $0 | $0 |
| FOREIGN | $80,545 | $80,545 | $0 | $0 |
| PAYROLL | $112,105 | $32,298 | $0 | $79,807 |