STRATEGY STUDIO / PUBLIC DATA EXPLORER

HENDERSON-WESSENDORFF FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HENDERSON-WESSENDORFF FOUNDATION (EIN 74-6047149)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-27
IRS object ID
202503009349100445
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-27T14:04:49-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN741067601PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOHLE ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13900 ESSEX LANE SUITE 1000AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77027ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN746047149EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HENDERSON-WESSENDORFF FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHENDBusinessNameControlTxt
Phone2816333202PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1611 MORTON STREETAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77469ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBEN JONESPersonNm
Person TitleVICE PRESIDENT & CFOPersonTitleTxt
Phone2816333202PhoneNum
Signature2025-10-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSU WAHPreparerPersonNm
PTINP01321749PTIN
Phone7136291381PhoneNum
Preparation2025-10-23PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$432,317,516FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,664,205InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,664,205InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,182,133DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,182,133DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$728,477GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$728,477GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$728,477NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$11,769,281NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$72,205,344GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,769,281CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$23,944,697OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$23,943,475OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$44,288,793TotalRevAndExpnssAmt
Total Net Invst Incm$44,287,571TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,159,552CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$290,056CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$869,496CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,857,268OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$156,702OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,700,566OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$666,526PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$68,108PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$598,418PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$32,490LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$32,490LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$51,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$15,480AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$36,120AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$171,018OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$171,018OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,720,059TaxesRevAndExpnssAmt
Taxes Net Invst Incm$993,083TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$159,088TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$900,982DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$329,614DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Other Expenses Rev And Expnss$2,683,218OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,379,163OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,304,055OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,242,713TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,435,714TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,667,743TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,950,355ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$13,950,355ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$23,193,068TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,435,714TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$18,618,098TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$21,095,725ExcessRevenueOverExpensesAmt
Net Investment Income$40,851,857NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$60,349CashBOYAmt
Cash EOY$24,574CashEOYAmt
Cash EOYFMV$24,574CashEOYFMVAmt
Sav And Temp Cash Invst BOY$10,744,247SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$13,676,812SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,676,812SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$195,949AcctRcvblAmt
Acct Rcvbl BOY$161,485AcctRcvblBOYAmt
Acct Rcvbl EOY$195,949AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$195,949AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$334,274PrepaidExpensesBOYAmt
Prepaid Expenses EOY$116,385PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$116,385PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$60,572,577USGovernmentObligationsBOYAmt
US Government Obligations EOY$60,193,142USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$60,086,207USGovtObligationsEOYFMVAmt
Corporate Stock BOY$72,577,149CorporateStockBOYAmt
Corporate Stock EOY$83,946,125CorporateStockEOYAmt
Corporate Stock EOYFMV$153,670,646CorporateStockEOYFMVAmt
Corporate Bonds BOY$53,271,105CorporateBondsBOYAmt
Corporate Bonds EOY$60,124,680CorporateBondsEOYAmt
Corporate Bonds EOYFMV$59,486,306CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$20,504,638InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$1,160,880InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$19,444,098LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$19,343,758LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$61,809,353LandBldgInvestmentsEOYFMVAmt
Mortgage Loans BOY$2,833,894MortgageLoansBOYAmt
Mortgage Loans EOY$2,827,693MortgageLoansEOYAmt
Mortgage Loans EOYFMV$2,941,137MortgageLoansEOYFMVAmt
Other Investments BOY$36,371,978OtherInvestmentsBOYAmt
Other Investments EOY$37,521,173OtherInvestmentsEOYAmt
Other Investments EOYFMV$47,566,775OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$17,187,029LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,216,376LandBldgEquipAccumDeprecAmt
Land BOY$13,244,792LandBOYAmt
Land EOY$12,970,653LandEOYAmt
Land EOYFMV$13,996,372LandEOYFMVAmt
Other Assets BOY$2,980,512OtherAssetsBOYAmt
Other Assets EOY$2,751,241OtherAssetsEOYAmt
Other Assets EOYFMV$18,747,000OtherAssetsEOYFMVAmt
Total Assets BOY$272,596,460TotalAssetsBOYAmt
Total Assets EOY$293,692,185TotalAssetsEOYAmt
Total Assets EOYFMV$432,317,516TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$272,596,460RetainedEarningBOYAmt
Retained Earning EOY$293,692,185RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$272,596,460TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$293,692,185TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$272,596,460TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$293,692,185TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$272,596,460TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$21,095,725ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$293,692,185SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$293,692,185TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$69,228,426$60,416,624$8,811,802$8,811,802
CAPITAL ROYALTY PARTNERSHIP DISPOSITION GAINP$84,078$84,078$84,078
FIXED ASSET TRADE-INP$8,000$8,000$8,000
BAIN GAINP$2,884,840$2,884,840$2,884,840
CAPITAL ROYALTY PARTNERSHIP LOSSP$19,439-$19,439-$19,439
FieldValueIRS element (for citing)
Capital Gain Net Income$11,769,281CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$567,841InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$567,841SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$567,841TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$681,885EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$681,885TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$114,044OverpaymentAmt
Applied To ES Tax$114,044AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.HW-FOUNDATION.COMWebsiteAddressTxt
Individual With BooksB JONESIndividualWithBooksNm
Phone2816333202PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1611 MORTON STAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP774693083ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J ROBINSON
611 MORTON STRICHMONDTX77469CHAIRMAN OF BOARD3.00$24,000$0$0
C MCDONALD
611 MORTON STRICHMONDTX77469PRESIDENT40.00$482,604$95,483$0
J MOORE
611 MORTON STRICHMONDTX77469SECRETARY / LEGAL5.00$45,520$0$0
B JONES
611 MORTON STRICHMONDTX77469CFO40.00$333,565$85,880$0
L WARD
611 MORTON STRICHMONDTX77469DIRECTOR3.00$23,000$0$0
B BLEIL
611 MORTON STRICHMONDTX77469DIRECTOR2.00$23,000$0$0
S DELEERY
611 MORTON STRICHMONDTX77469DIRECTOR2.00$23,000$0$0
W ROBERTSON
611 MORTON STRICHMONDTX77469DIRECTOR2.00$23,500$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
D BENOIT
611 MORTON STREETRICHMONDTX77469CHIEF OF STAFF40.00$182,500$66,058$0
J GASTON
611 MORTON STREETRICHMONDTX77469SENIOR PROGRAM OFFIC40.00$161,850$40,825$0
P MEEK
611 MORTON STREETRICHMONDTX77469PROGRAM OFFICER40.00$152,150$47,686$0
O SMITH
611 MORTON STREETRICHMONDTX77469LAR CTR MGR40.00$123,297$51,422$0
T MABRY
611 MORTON STREETRICHMONDTX77469RANCH & RETREAT MGR40.00$125,776$34,183$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k11OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
WELLS FARGO
PO BOX 95021HENDERSONNV890095021BANK & INVESTMENT FEES$1,042,523
JIMMY TIEMANN
1702 FM 1875BEASLEYTX77417BRUSH CLEARING$97,301
WILLIS GRAVES & ASSOCIATES INC
8140 N MOPAC BLDG 2 STE 250AUSTINTX78759OIL & GAS CONSULTING$78,054
BRACEWELL LLP
PO BOX 207486DALLASTX75320LEGAL SERVICES$62,296
MOHLE ADAMS LLP
3900 ESSEX LN STE 1000HOUSTONTX77027AUDIT & TAX SERVICES$51,600
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1OPERATION OF WELL SPRING CENTER - A FACILITY OFFERED FOR USE BY UNRELATED TAX-EXEMPT ORGANIZATIONS TO HOLD RETREATS, RELIGIOUS AND EDUCATIONAL EVENTS. UTILIZED BY 5,175 ATTENDEES FROM 73 EVENTS IN 2024.Description1Txt
Expenses1$1,059,759Expenses1Amt
Description2OPERATION 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 28,100 ATTENDEES FROM MULTIPLE EVENTS HELD THROUGHOUT THE YEAR ENDING DECEMBER 31, 2024.Description2Txt
Expenses2$2,245,154Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$306,491,622AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,460,286AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$80,915,942FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$401,867,850TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$401,867,850AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,028,018CashDeemedCharitableAmt
Net Vl Noncharitable Assets$395,839,832NetVlNoncharitableAssetsAmt
Minimum Investment Return$19,791,992MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$19,791,992MinimumInvestmentReturnAmt
Tax Based On Investment Income$567,841TaxBasedOnInvestmentIncomeAmt
Income Tax$47IncomeTaxAmt
Total Tax$567,888TotalTaxAmt
Distributable Before Adj$19,224,104DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$19,224,104DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$19,224,104DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,618,098ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$297,233CharitableAssetsAcquisPaidAmt
Qualifying Distributions$18,915,331QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$19,224,104DistributableAsAdjustedAmt
Undistributed Income PY$3,019,259UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$18,915,331QualifyingDistributionsAmt
Applied To Year1$3,019,259AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$15,896,072AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$3,328,032UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJULIE GASTONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1611 MORTON STREETAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77469ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2816333202RecipientPhoneNum
Form And Info And MaterialsELECTRONIC 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 DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsPURPOSE OR USE RESTRICTIONS ARE IMPOSED.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (119 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACHIEVE FORT BEND COUNTY
PO BOX 707SUGAR LANDTX774870707PCSUMMER READING PROGRAM FOR AT-RISK YOUNG READERS IN FORT BEND CTY, INCLUDING LAMAR CISD & NEEDVILLE ISD$41,250
ARMS WIDE ADOPTION SERVICES
6925 PORTWEST DRIVE SUITE 110HOUSTONTX77024PCTO SUPPORT FORT BEND POST ADOPTION PROGRAM, INCLUDING RICHMOND AND ROSENBERG$30,000
ATTACK POVERTY
1305 CLAY STREETRICHMONDTX77469PCFOR GENERAL OPERATIONS$128,000
ATTACK POVERTY
1305 CLAY STREETRICHMONDTX77469PCFOR GENERAL OPERATIONS$120,000
ATTACK POVERTY
1305 CLAY STREETRICHMONDTX77469PCFOR GENERAL OPERATIONS$95,000
AVDA (AID TO VICTIMS OF DOMESTIC ABUSE)
1001 TEXAS AVE SUITE 600HOUSTONTX77002PCTO SUPPORT THE LEGAL ADVOCACY PROGRAM AND FAMILY VIOLENCE PROGRAM IN FORT BEND COUNTY$45,000
BLANCO COUNTY EMERGENCY SERVICES AUXILIARY
PO BOX 972BLANCOTX78606PCTO PURCHASE A UTILITY TASK VEHICLE$28,000
BLESSED BE HOPE FOR THREE INC
4771 SWEETWATER BLVD 358SUGAR LANDTX77479PCGENERAL OPERATIONS & RICHMOND-AREA FAMILIES SERVED BY FAMILY ASSISTANCE & RESOURCES SUPPORT PROGRAM$80,000
BLOOM FITNESS CORPORATION
2047 WESTCREEK LANE 608HOUSTONTX77027PCFIT PROGRAM FOR ADULTS WITH INTELLECTUAL & DEVELOPMENTAL DISABILITIES - RICHMOND /ROSENBERG$15,000
BO'S PLACE
10050 BUFFALO SPEEDWAYHOUSTONTX77054PCFOR GRIEF SUPPORT GROUPS FOR FORT BEND COUNTY RESIDENTS$10,000
BOYS AND GIRLS CLUBS OF GREATER HOUSTON INC
815 CROSBY STREETHOUSTONTX77019PCTO SUPPORT THE OPERATIONS AND PROGRAMMING OF THE RICHMOND-ROSENBERG CLUB$200,000
BOYS AND GIRLS CLUBS OF GREATER HOUSTON INC
815 CROSBY STREETHOUSTONTX77019PCFOR EXTERIOR DRAINAGE REMEDIATION AT THE RICHMOND CLUB$250,000
BRAZOS BEND GUARDIANSHIP SERVICES
PO BOX 72ROSENBERGTX77471PCFOR GENERAL OPERATIONS$50,000
BUGGY BARN MUSEUM
PO BOX 504BLANCOTX78606PCFOR GENERAL OPERATING SUPPORT$1,000
CALVARY EPISCOPAL CHURCH
806 THOMPSON RDRICHMONDTX77469PCREPAIR THE SANCTUARY FOUNDATION & RENOVATE SANCTUARY SPACE & OUTSIDE SURROUNDING PROPERTY$217,000
CALVARY EPISCOPAL CHURCH
806 THOMPSON RDRICHMONDTX77469PCREPAIR SANCTUARY FOUNDATION & RENOVATE SANCTUARY SPACE & OUTSIDE SURROUNDING PROPERTY$320,000
CALVARY EPISCOPAL SCHOOL INC
1201 AUSTINRICHMONDTX77469PCFOR SCHOOL SECURITY$50,000
CALVARY EPISCOPAL SCHOOL INC
1201 AUSTINRICHMONDTX77469PCFOR SCHOOL SECURITY$62,000
CANYON LAKE FIRE EMS
P O BOX 2140CANYON LAKETX781330024PCFOR GENERAL OPERATING SUPPORT$1,000
CASA DE ESPERANZA DE LOS NINOS INC
PO BOX 301209HOUSTONTX77230PCOPERATING SUPPORT & SERVICES TO RICHMOND /ROSENBERG FOSTER & ADOPTIVE FAMILIES$25,000
CASTLE CARES COMMUNITY MINISTRIES INC
212 N 14TH STWEST COLUMBIATX77486PCFOR ELECTRICAL REPAIRS AND FLOORING REPLACEMENT$101,000
CATHOLIC CHARITIES OF THE ARCHDIOCESE OF GALVESTON-HOUSTON
2900 LOUISIANA STREETHOUSTONTX77006PCMAMIE GEORGE COMMUNITY CTR OPERATIONS FOR LOW-INCOME FAMILIES & VULNERABLE POPULATIONS IN FORT BEND CTY$440,330
CATHOLIC CHARITIES OF THE ARCHDIOCESE OF GALVESTON-HOUSTON
2900 LOUISIANA STREETHOUSTONTX77006PCHURRICANE RECOVERY EFFORTS AT MAMIE GEORGE COMMUNITY CTR FOR RICHMOND AREA RESIDENTS$15,000
CHILD ADVOCATES OF FORT BEND
5403 AVENUE NROSENBERGTX77471PCCHILD ABUSE PREVENTION COLLABORATIVE COUNTYWIDE COLLABORATIVE OF CHILD SERVING AGENCIES$45,000
CHILD ADVOCATES OF FORT BEND
5403 AVENUE NROSENBERGTX77471PCFOR STAFF, TRAINING & AWARENESS, & TO STRENGTHEN FAMILY ENGAGEMENT & REUNIFICATION$225,000
CHILD ADVOCATES OF FORT BEND
5403 AVENUE NROSENBERGTX77471PCFOR STAFF, TRAINING & AWARENESS, & TO STRENGTHEN FAMILY ENGAGEMENT & REUNIFICATION$100,000
CHILDREN'S MUSEUM HOUSTON
1500 BINZHOUSTONTX77004PCFOR BILINGUAL FAMILY ENGAGEMENT EVENTS AND RELATED PROGRAMMING AT 21 SCHOOLS IN LCISD$116,000
CITY OF RICHMOND
402 MORTON STREETRICHMONDTX77469GOVHIKE & BIKE TRAIL & DRAINAGE IMPROVEMENTS ALONG CLAY STREET & SECOND STREET IN NORTH RICHMOND$1,100,000
CITY OF ROSENBERG
PO BOX 32ROSENBERGTX77471GOVGENERAL OPERATING SUPPORT OF ROSENBERG ANIMAL CONTROL & SHELTER LIFESAVING SAFETY NET PROGRAM$100,000
CITY OF ROSENBERG
PO BOX 32ROSENBERGTX77471GOVGENERAL OPERATING SUPPORT OF ROSENBERG ANIMAL CONTROL & SHELTER'S LIFESAVING SAFETY NET PROGRAM$75,000
COASTAL CONSERVATION ASSOCIATION
6919 PORTWEST DR SUITE 100HOUSTONTX77024PCFOR A $25,000 YOUTH DRAWING SCHOLARSHIP$25,000
COASTAL CONSERVATION ASSOCIATION
6919 PORTWEST DR SUITE 100HOUSTONTX77024PCFOR A $25,000 YOUTH DRAWING SCHOLARSHIP$25,000
COLLEGECOMMUNITYCAREER
11104 W AIRPORT BLVD STE 106STAFFORDTX77477PCFOR GENERAL OPERATING SUPPORT TO CONTINUE SERVING HIGH SCHOOL STUDENTS IN LAMAR CISD$70,000
EASTER SEALS OF GREATER HOUSTON INC
4888 LOOP CENTRAL DR SUITE 200HOUSTONTX77081PCTO PROVIDE MENTAL HEALTH SERVICES AND ALTERNATIVE THERAPIES TO MILITARY FAMILIES IN FORT BEND$60,000
EPISCOPAL THEOLOGICAL SEMINARY OF THE SOUTHWEST
501 EAST 32ND STREETAUSTINTX787053139PCRICHMOND BILINGUAL FELLOWS PROGRAM TO RECRUIT, TRAIN, & DEPLOY LPC INTERNS$258,419
FAMILY LIFE AND COMMUNITY RESOURCE CENTER
821 E HIGHWAY 90ARICHMONDTX77406PCFOR GENERAL OPERATING SUPPORT$112,500
FAMILY ROOTS FOR LIFE INC
10193 W GRAND PARKWAY SRICHMONDTX77407PCPROGRAMS FOR THOSE IMPACTED BY THE CHILD WELFARE SYSTEM IN FORT BEND CTY$20,000
FAYETTE COMMUNITY FOUNDATION
PO BOX 664LA GRANGETX78945PCTO SUPPORT A PROFESSIONAL DEVELOPMENT COLLABORATIVE$3,000
FORT BEND ASTRONOMY CLUB
PO BOX 942STAFFORDTX77497PCTO REPLACE THE 18-INCH TELESCOPE AND TELESCOPE MOUNT$20,000
FORT BEND COMMUNITY PARTNERS RAINBOW ROOM
3150 BF TERRY BLVDROSENBERGTX77471PCFOR OPERATING SUPPORT TO PROVIDE EMERGENCY AND TRANSITIONAL SUPPLIES$50,000
FORT BEND COUNTY FAIR ASSOCIATION
4310 HIGHWAY 36 SROSENBERGTX774719108PCTO SUPPORT THE 2024 EXCEPTIONAL RODEO FOR KIDS LIVING WITH INTELLECTUAL AND PHYSICAL CHALLENGES$10,000
FORT BEND COUNTY WOMEN'S CENTER
P O BOX 183RICHMONDTX77406PCTO SUPPORT SURVIVORS OF DOMESTIC ABUSE$100,000
FORT BEND COUNTY WOMEN'S CENTER
P O BOX 183RICHMONDTX77406PCTO EXPAND RIO BEND YOUTH CENTER BY REMODELING MAINTENANCE GARAGE TO CREATE 5,056 SQ. FT. OF SPACE$250,000
FORT BEND FAMILY HEALTH CENTER (DBA ACCESSHEALTH)
400 AUSTIN STREETRICHMONDTX77469PCFOR GENERAL OPERATING SUPPORT$750,000
FORT BEND FAMILY PROMISE
4645 CARTWRIGHT DRIVEMISSOURI CITYTX77459PCFOR DRAWINGS AND PLATS TO CONSTRUCT 11 HOUSING UNITS ON THE WEST CAMPUS$100,000
FORT BEND FAMILY PROMISE
4645 CARTWRIGHT DRIVEMISSOURI CITYTX77459PCFOR GENERAL OPERATIONS$278,100
FORT BEND FORWARD INC
445 COMMERCE GREEN BLVDSUGAR LANDTX774783539PCSCHOLARSHIPS TO YIP PARTICIPANT STUDENTS FROM LAMAR CISD, NEEDVILLE ISD & CALVARY EPISCOPAL PREP$40,000
FORT BEND HISTORY ASSOCIATION
PO BOX 460RICHMONDTX77406PCFOR OPERATING EXPENSES$41,100
FORT BEND HOPE
PO BOX 1610ROSENBERGTX77471PCFOR GENERAL OPERATIONS$20,000
FORT BEND PAWS
5030 BRYAN RDRICHMONDTX774699256PCFOR NO-COST SPAY/NEUTER EVENTS, AND MICROCHIP AND VACCINE CLINICS FOR GREATER RICHMOND$25,000
FORT BEND PAWS
5030 BRYAN RDRICHMONDTX774699256PCFOR SPAY AND NEUTER SERVICES PROVIDED AT A SPAY/NEUTER EVENT HELD AT FORT BEND COUNTY FAIRGROUNDS$25,000
FORT BEND RAMPS INC
519 GRAND FIR LNRICHMONDTX774691914PCTO CONSTRUCT MOBILITY RAMPS FOR THOSE IN NEED IN THE RICHMOND AREA$5,000
FORT BEND REGIONAL COUNCIL ON SUBSTANCE ABUSE INC
10435 GREENBOUGH SUITE 250STAFFORDTX77477PCFOR OPERATION OF ADULT SUBSTANCE USE DISORDER TREATMENT PROGRAM & YOUTH PREVENTION SERVICES$150,000
FORT BEND SENIORS MEALS ON WHEELS
PO BOX 1488ROSENBERGTX77471PCFOR GENERAL OPERATING SUPPORT$100,000
FORT BEND SENIORS MEALS ON WHEELS
PO BOX 1488ROSENBERGTX77471PCTO CONSTRUCT ADDITIONAL KITCHEN SPACE AND AN ADMINISTRATIVE BUILDING$100,000
FOUNDATION FOR AUTISM CARE EDUCATION AND SERVICES (FACES AUTISM)
13121 LOUETTA ROAD 1360CYPRESSTX774295155PCAPPLIED BEHAVIORAL ANALYSIS THERAPY FOR LOW-INCOME RICHMOND CHILDREN WITH AUTISM$20,000
GRATIA PLENA
10707 CORPORATE DRIVE SUITE 135STAFFORDTX77477PCMENTAL HEALTH COUNSELING FOR RICHMOND, ROSENBERG AND FULSHEAR RESIDENTS$98,000
HOPE FORT BEND CLUBHOUSE
912 SOUTH 6TH STREETRICHMONDTX77469PCFOR GENERAL OPERATIONS OF THE CLUBHOUSE IN RICHMOND$80,000
HOUSTON COMMUNITY TOOLBANK
1215 GAZIN STHOUSTONTX77020PCRICHMOND /ROSENBERG TOOL LENDING, OUTREACH, & HANDLING FEES$15,000
HOUSTON GALVESTON INSTITUTE
2116 THOMPSON ROADRICHMONDTX77469PCMENTAL HEALTH COUNSELING PROGRAMS IN RICHMOND AND LAMAR CISD$403,400
IMPACT A HERO
2929 MCKINNEY STHOUSTONTX77003PCLEADERSHIP & PERSONAL GROWTH PROGRAMS - FORT BEND CTY VETERANS, SERVICE MEMBERS & FAMILIES$40,000
INSTITUTE FOR SPIRITUALITY AND HEALTH AT THE TEXAS MEDICAL CENTER
8100 GREENBRIAR 300HOUSTONTX77054PCGENERAL OPERATIONS & ENDOW THE LOISE HENDERSON WESSENDORFF CHAIR AT THE INSTITUTE$325,000
INSTITUTE FOR SPIRITUALITY AND HEALTH AT THE TEXAS MEDICAL CENTER
8100 GREENBRIAR 300HOUSTONTX77054PCFOR GENERAL OPERATING SUPPORT$75,000
JUST DO IT NOW INC
PO BOX 787WHARTONTX77488PCFOR GENERAL OPERATIONS$30,000
JUSTICE FORWARD
515 CAROLINE STREETHOUSTON TXTX77002PCFOR SUPPORT SERVICES TO CLIENTS AND GRADUATES OF FORT BEND COUNTY SPECIALTY COURTS$22,500
KATY ARTREACH
23501 CINCO RANCH BLVD STE H120 262KATYTX77494PCFOR GENERAL OPERATIONS TO SERVE RESIDENTS IN THE RICHMOND COMMUNITY$25,000
KATY CARES INC
6725 SOUTH FRY ROAD SUITE 700-507KATYTX77494PCPARENTING PROGRAM SUPPORTING SINGLE PARENTS, INCLUDING THOSE IN GREATER RICHMOND$30,000
KATY RESPONDS
22765 WESTHEIMER PKWYKATYTX77450PCTO REPAIR RICHMOND AND ROSENBERG HOMES DAMAGED BY HURRICANE BERYL$15,000
LAMAR CHS PROGRAD
4606 MUSTANG AVEROSENBERGTX77471PCTO PURCHASE COLLEGE ESSENTIAL ELECTRONICS FOR STUDENTS OF LAMAR CONSOLIDATED HIGH SCHOOL$10,000
LAMAR CONSOLIDATED INDEPENDENT SCHOOL DISTRICT LCISD
3911 AVENUE IROSENBERGTX77471GOVTO PROVIDE A SALARY FOR A FULL-TIME COMMUNITY ENGAGEMENT COORDINATOR$75,000
LAMAR CONSOLIDATED INDEPENDENT SCHOOL DISTRICT LCISD
3911 AVENUE IROSENBERGTX77471GOVTO SUPPORT PROGRAMMING FOR THE INNOVATIVE SCHOOL DAY AT PINK ELEMENTARY$100,350
LAMAR CONSOLIDATED INDEPENDENT SCHOOL DISTRICT LCISD
3911 AVENUE IROSENBERGTX77471GOVFOR SCHOOL SECURITY$325,000
LAMAR EDUCATIONAL AWARDS FOUNDATION
3911 AVE IROSENBERGTX77471PCFOR THE GIRLS ON THE RUN PROGRAM$5,700
LAMAR EDUCATIONAL AWARDS FOUNDATION
3911 AVE IROSENBERGTX77471PCTRANSPORTATION COSTS - STUDENTS IN LAMAR CISD FIELD TRIP TO LONG ACRES RANCH$22,650
LITERACY COUNCIL OF FORT BEND COUNTY
12530 EMILY COURTSUGAR LANDTX77478PCFOR OPERATING SUPPORT TO INCREASE CAPACITY AND TO EXPAND SERVICES IN NORTH RICHMOND$60,000
LONE STAR LEGAL AID
1415 FANNIN STREETHOUSTONTX77002PCFUND FREE CIVIL LEGAL SERVICES FOR LOW-INCOME RICHMOND /ROSENBERG RESIDENTS$35,000
LOVING HOUSTON
2916 W TC JESTER SUITE 200HOUSTONTX77018PCTO RETAIN THE LAMAR CISD DISTRICT COORDINATOR WHO SUPPORTS CHURCH-SCHOOL PARTNERSHIPS$13,100
MAKE-A-WISH TEXAS GULF COAST AND LOUISIANA
12625 SOUTHWEST FREEWAYSTAFFORDTX77477PCTO SUPPORT WISH-GRANTING EFFORTS BENEFITTING CRITICALLY ILL CHILDREN IN RICHMOND$37,000
MORTON CEMETERY ASSOCIATION
900 MORTON STREETRICHMONDTX77469NCFOR GENERAL SUPPORT$100,000
MOUNT PILGRIM MISSIONARY BAPTIST CHURCH
PO BOX 163THOMPSONTX77481PCFOR ANNUAL FLOOD, FIRE, & WINDSTORM INSURANCE$2,084
MOUNT PILGRIM MISSIONARY BAPTIST CHURCH
PO BOX 163THOMPSONTX77481PCFOR ANNUAL FLOOD, FIRE, & WINDSTORM INSURANCE$12,751
NERY'S PROMISE
230 COLLINS RDRICHMONDTX77469PCFOR GENERAL OPERATIONS$30,000
OAKBEND MEDICAL CENTER
1705 JACKSON STRICHMONDTX77469PCPROVIDE QUALITY HEALTHCARE TO FORT BEND CTY INDIGENT & PURCHASE EQUIPMENT TO PROVIDE QUALITY CARE$1,000,000
OPERATION WARM
PO BOX 822431PHILADELPHIAPA191822431PCTO PROVIDE NEW COATS AND SHOES TO UNDERSERVED CHILDREN IN RICHMOND, TEXAS$80,000
PRAYERS OF THE PEOPLE
PO BOX 22262HOUSTONTX77227PCFOR FORT BEND COUNTY PROGRAM OPERATIONS$60,000
REMIND
PO BOX 27607HOUSTONTX77227PCPROVIDE MENTAL HEALTH SUPPORT GROUPS FOR RICHMOND /ROSENBERG INDIVIDUALS & THEIR FAMILIES$40,000
RICHMOND OILERS FOOTBALL & CHEER
PO BOX 1426RICHMONDTX77406PCFOR GENERAL OPERATING SUPPORT$25,000
ROSENBERG-RICHMOND HELPING HANDS INC
P O BOX 1268RICHMONDTX77406PCFOR GENERAL OPERATIONS$75,000
ROSENBERG RAILROAD MUSEUM
PO BOX 369ROSENBERGTX77471PCTO RELOCATE TWO HERITAGE RAIL CARS AND DEVELOP AN INTERDISCIPLINARY EDUCATION PROGRAM$150,000
ROSENBERG RAILROAD MUSEUM
PO BOX 369ROSENBERGTX77471PCTO SUPPORT GENERAL OPERATIONS AND THE SALARY OF THE EDUCATION COORDINATOR$65,000
SAM HOUSTON AREA COUNCIL BOY SCOUTS OF AMERICA
2225 NORTH LOOP WESTHOUSTONTX77008PCFOR FORT BEND COUNTY PROGRAMS$75,000
SAN JOSE CLINIC
2615 FANNINHOUSTONTX77002PCTO OPEN A CLASS-A PHARMACY IN RICHMOND TO SERVE THOSE WHO ARE UNINSURED$484,000
SCHOLARSHIP AMERICA
P O BOX 772514DETROITMI482772514PCSCHOLARSHIPS TO SENIOR STUDENTS PLACING IN FFA CAREER DEVELOPMENT EVENTS HELD IN RICHMOND AND BLANCO$8,800
SCHOLARSHIP AMERICA
P O BOX 772514DETROITMI482772514PCSCHOLARSHIPS TO SENIOR STUDENTS PLACING IN FFA CAREER DEVELOPMENT EVENTS HELD IN RICHMOND AND BLANCO$95,000
SERENITY RETREAT
2060 NORTH LOOP WEST STE 200HOUSTONTX77018PCTO PROVIDE FREE TRANSFORMATION PRAYER MINISTRY SERVICES TO RESIDENTS OF FORT BEND COUNTY$10,000
SHARPEN RECOVERY
PO BOX 131364HOUSTONTX77219PCTO OPERATE TWO SUBSTANCE ABUSE RECOVERY HOMES IN FORT BEND COUNTY$25,000
SIRE INC
PO BOX 924067HOUSTONTX77292PCTO PROVIDE EQUINE ASSISTED PROGRAMS SERVING VETERANS THROUGHOUT FORT BEND COUNTY$50,000
ST MARY'S CATHOLIC CHURCH - VICTORIA
PO BOX 2448VICTORIATX77901PCDONATION IN MEMORY OF LORRAINE HEBERT$1,020
TEXANA CENTER
2330 GRAEBER ROADROSENBERGTX77471PCDIRECT CARE WORKERS IN THE INTELLECTUAL & DEVELOPMENTAL DISABILITY PROVIDER SVCS DIVISION$150,000
TEXAS A&M AGRILIFE EXTENSION
ATTN BANKING RECEIVABLES PO BOXCOLLEGE STATIONTX778422147GOVFOR LONG ACRES RANCH EDUCATIONAL ENDEAVORS DIRECTED BY DR. JIM CATHEY$165,00010420 TAMUS 2147
TEXAS A&M AGRILIFE EXTENSION
ATTN BANKING RECEIVABLES PO BOXCOLLEGE STATIONTX778422147GOVFOR LONG ACRES RANCH EDUCATIONAL ENDEAVORS DIRECTED BY DR. JIM CATHEY$96,25010420 TAMUS 2147
TEXAS A&M FOUNDATION
401 GEORGE BUSH DRIVECOLLEGE STATIONTX77840PCROMANE MEMORIAL ENDOWED SCHOLARSHIP FOR RURAL VETERINARY PRACTICE IN MEMORY OF DR CHARLES MCDONALD$100,000
TEXAS RANGERS ASSOCIATION FOUNDATION
104 TEXAS RANGER TRAILWACOTX767061209PCFOR SCHOLARSHIPS AND RANGER RELIEF WITHIN COMPANY A WHICH INCLUDES FORT BEND COUNTY$5,000
THE JUNG CENTER
5200 MONTROSEHOUSTONTX77006PCCONFERENCES TO EXPLORE RELATIONSHIPS BETWEEN MENTAL HEALTH AND RELIGION$11,500
THE MENNINGER CLINIC FOUNDATION
12301 MAIN STREETHOUSTONTX77035PCTO SUPPORT THE HOSPITAL-WIDE CLINICAL OUTCOMES PROGRAM$30,000
THE ROSE
12700 N FEATHERWOOD DRIVE SUITE 260HOUSTONTX77034PCMAMMOGRAPHY SCREENINGS, DIAGNOSTIC CARE & TREATMENT FOR UNINSURED WOMEN IN RICHMOND /ROSENBERG$30,000
THE SANCTUARY FOSTER CARE SERVICES (TSFCS)
1350 NASA PARKWAYHOUSTONTX77058PCOPERATING SUPPORT FOR FORT BEND CTY OFFICE PROVIDING SERVICES FOR FORT BEND CTY FOSTER & ADOPTIVE FAMILIES$50,000
THE SOCIETY OF ST VINCENT DE PAUL ARCHDIOCESE OF GALVESTON-HOUSTON
2403 HOLCOMBE BLVDHOUSTONTX77021PCEMERGENCY FOOD, RENT, MORTGAGE & UTILITY ASSISTANCE FOR FORT BEND COUNTY RESIDENTS$30,000
THE TSTC FOUNDATION
3801 CAMPUS DRWACOTX767051607PCPROVOST FUND SUPPORT STUDENTS - FORT BEND CAMPUS / FORT BEND RESIDENT ATTENDING ANY TSTC CAMPUS$25,000
THE TSTC FOUNDATION
3801 CAMPUS DRWACOTX767051607PCTO CONSTRUCT AN EDUCATION BUILDING FOR TSTC FORT BEND$1,255,397
THE TSTC FOUNDATION
3801 CAMPUS DRWACOTX767051607PCSUPPORT FOR VET STUDENTS AT THE FORT BEND CAMPUS OR FORT BEND VETS ATTENDING ANY TSTC CAMPUS$25,000
THE TSTC FOUNDATION
3801 CAMPUS DRWACOTX767051607PCFOR SCHOLARSHIPS TO STUDENTS ATTENDING TEXAS STATE TECHNICAL COLLEGE FORT BEND$100,000
UNDIES FOR EVERYONE
3610 WILLOWBEND 1000HOUSTONTX77054PCTO PROVIDE UNDERWEAR TO RICHMOND AND ROSENBERG CHILDREN IN NEED AND TO PURCHASE EQUIPMENT$31,095
UNITE & INSPIRE
4942 THUNDER CREEK LANESUGAR LANDTX77479PCOPERATING SUPPORT FOR YOUTH LEADERSHIP PROGRAMS SUPPORTING RICHMOND/ROSENBERG YOUTH AND NONPROFITS$10,300
VETERANS ASSISTANCE DOGS OF TEXAS INC
317 SIDNEY BAKER ST SUITE 400 PMBKERRVILLETX78028PCTO TRAIN TWO SERVICE DOGS TO BE PLACED WITH TWO DISABLED VETERANS RESIDING IN FORT BEND COUNTY$50,000338
WHARTON COUNTY JUNIOR COLLEGE FOUNDATION
911 E BOLING HWY L-108-CWHARTONTX77488PCFOR GENERAL OPERATIONS$3,000
WILDLIFE HABITAT FEDERATION
PO BOX 75CAT SPRINGTX78933PCIMPROVE HABITAT THROUGH OUTREACH & ASSISTANCE - COASTAL WATERSHED LANDOWNERS & FB CTY$25,000
YMCA OF GREATER HOUSTON
PO BOX 3007HOUSTONTX772523007PCTO RENOVATE AND EXPAND THE T.W. DAVIS YMCA LOCATED IN RICHMOND$500,000
YMCA OF GREATER HOUSTON
PO BOX 3007HOUSTONTX772523007PCAFTER SCHOOL /SUMMER & SENIOR WELLNESS PROGRAMS, & PROGRAMS FOR FAMILIES IN LCISD BLUE TRACK APARTMENTS$282,759
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$13,950,355TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AVDA (AID TO VICTIMS OF DOMESTIC ABUSE)
1001 TEXAS AVE SUITE 600HOUSTONTX77002PCLEGAL ADVOCACY & FAMILY VIOLENCE PROGRAMS FOR DOMESTIC ABUSE SURVIVORS IN FORT BEND CTY$45,000
COLLEGECOMMUNITYCAREER
11104 W AIRPORT BLVD STE 106STAFFORDTX77477PCFOR GENERAL OPERATING SUPPORT TO CONTINUE SERVING HIGH SCHOOL STUDENTS IN LAMAR CISD$140,000
EPISCOPAL THEOLOGICAL SEMINARY OF THE SOUTHWEST
501 EAST 32ND STREETAUSTINTX787053139PCRICHMOND BILINGUAL PROGRAM & LOISE HENDERSON WESSENDORFF CHAIR IN LATINX COUNSELOR EDUCATION$4,854,500
FORT BEND COUNTY WOMEN'S CENTER
P O BOX 183RICHMONDTX77406PCEXPAND RIO BEND YOUTH CENTER BY REMODELING THE MAINTENANCE GARAGE TO CREATE 5,056 SQ FT$250,000
FORT BEND COUNTY WOMEN'S CENTER
P O BOX 183RICHMONDTX77406PCASSIST DOMESTIC & SEXUAL ABUSE SURVIVORS & THEIR CHILDREN ACHIEVE SAFETY & SELF SUFFICIENCY$200,000
FORT BEND REGIONAL COUNCIL ON SUBSTANCE ABUSE INC
10435 GREENBOUGH SUITE 250STAFFORDTX77477PCADULT OUTPATIENT SUBSTANCE USE DISORDER TREATMENT PROGRAM & YOUTH SUBSTANCE USE PREVENTION PROGRAM$150,000
HOUSTON GALVESTON INSTITUTE
2116 THOMPSON ROADRICHMONDTX77469PCRICHMOND /ROSENBERG COUNSELING SERVICES & THERAPISTS FOR LAMAR CISD'S BLUE TRACK SCHOOLS$806,800
INSTITUTE FOR SPIRITUALITY AND HEALTH AT THE TEXAS MEDICAL CENTER
8100 GREENBRIAR 300HOUSTONTX77054PCTO ENDOW THE LOISE HENDERSON WESSENDORFF CHAIR AT THE INSTITUTE FOR SPIRITUALITY AND HEALTH$1,300,000
JUSTICE FORWARD
515 CAROLINE STREETHOUSTON TXTX77002PCFOR SUPPORT SERVICES FOR CLIENTS AND GRADUATES OF FOUR FORT BEND COUNTY SPECIALTY COURTS$25,000
KATY CARES INC
6725 SOUTH FRY ROAD SUITE 700-507KATYTX77494PCPARENTING PROGRAM SUPPORTING SINGLE PARENTS, INCLUDING THOSE IN GREATER RICHMOND AREA$30,000
LITERACY COUNCIL OF FORT BEND COUNTY
12530 EMILY COURTSUGAR LANDTX77478PCFOR OPERATING SUPPORT TO INCREASE CURRENT CAPACITY AND TO EXPAND SERVICES IN NORTH RICHMOND$120,000
MORTON CEMETERY ASSOCIATION
900 MORTON STREETRICHMONDTX77469NCFOR GENERAL SUPPORT$700,000
ROSENBERG RAILROAD MUSEUM
PO BOX 369ROSENBERGTX77471PCTO SUPPORT GENERAL OPERATIONS AND THE SALARY OF THE EDUCATION COORDINATOR$65,000
ROSENBERG-RICHMOND HELPING HANDS INC
P O BOX 1268RICHMONDTX77406PCFOR GENERAL OPERATIONS$75,000
SCHOLARSHIP AMERICA
P O BOX 772514DETROITMI482772514PCSCHOLARSHIPS AWARDED TO FFA STUDENTS IN BLANCO AND IN RICHMOND & MANAGEMENT FEES$126,000
THE ROSE
12700 N FEATHERWOOD DRIVE SUITE 260HOUSTONTX77034PCSCREENINGS, DIAGNOSTIC SERVICES,& BREAST CANCER TREATMENT FOR UNINSURED RICHMOND /ROSENBERG PATIENTS$60,000
UNDIES FOR EVERYONE
3610 WILLOWBEND 1000HOUSTONTX77054PCTO PROVIDE RICHMOND AND ROSENBERG CHILDREN IN NEED WITH 7 DAYS OF UNDERWEAR AND TO PURCHASE EQUIPMENT$24,920
WILDLIFE HABITAT FEDERATION
PO BOX 75CAT SPRINGTX78933PCIMPROVE LAND & HABITAT THROUGH OUTREACH & ASSISTANCE TO LANDOWNERS IN COASTAL WATERSHEDS & FB CTY$50,000
YMCA OF GREATER HOUSTON
PO BOX 3007HOUSTONTX772523007PCTO RENOVATE AND EXPAND THE T.W. DAVIS YMCA LOCATED IN RICHMOND$2,000,000
YMCA OF GREATER HOUSTON
PO BOX 3007HOUSTONTX772523007PCAFTER SCHOOL /SUMMER & SENIOR WELLNESS PROGRAMS, & PROGRAMS FOR FAMILIES IN LCISD BLUE TRACK APARTMENTS$653,172
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$11,675,392TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,664,205ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,182,133ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$728,477ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business900001BusinessCd
Unrelated Business Taxbl Incm$1,222UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$23,943,475ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$11,769,281ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,222UnrelatedBusinessTaxblIncmAmt
Exclusion$44,287,571ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$44,288,793TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOYes (1)TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services EtcYes (1)PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail (2 entries)

Line NumberLineNumberTxtInvolvedInvolvedAmtTransfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc
MORTON CEMETERY ASSN
1a(1)$100,000CASH GRANT
MORTON CEMETERY ASSN
1b(6)$0MAINTAIN ACCOUNTING RECORDS
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOYes (1)RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1MORTON CEMETERY ASSNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Organization Type501(C)13OrganizationTypeDesc
Relationship DescriptionSOME COMMON OFFICERS AND DIRECTORSRelationshipDescriptionTxt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$51,600Amt
Net Investment Income$15,480NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$36,120DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MORTON CEMETERY ASSOCIATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1900 MORTON STREETAddressLine1Txt
CityRICHMONDCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77469ZIPCd
FieldValueIRS element (for citing)
Grant2024-03-07GrantDt
Grant$100,000GrantAmt
Purpose Of GrantTO MAINTAIN HISTORICAL CEMETERY FOR HISTORICAL, CULTURAL, AND EDUCATIONAL PURPOSESPurposeOfGrantTxt
Expended By Grantee$100,000ExpendedByGranteeAmt
Any Diversion By GranteeNONEAnyDiversionByGranteeTxt
Dates Of Reports By GranteeAPRIL 21, 2025DatesOfReportsByGranteeTxt
Results Of VerificationALL EXPENSES USED AS INTENDEDResultsOfVerificationTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTIONFormAndLineReferenceDesc
Medium ExplanationSECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTIONTHE HENDERSON-WESSENDORFF FOUNDATION611 MORTAON STREETRICHMOND, TX 77469EMPLOYER IDENTIFICATION NUMBER: 74-6047149FOR THE YEAR ENDING DECEMBER 31, 2024THE HENDERSON-WESSENDORFF FOUNDATION IS MAKING THE DE MINIMISSAFE HARBOR ELECTION UNDER REG. SEC. 1.263(A)-1(F).MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$60,124,680EOYBookValueAmt
EOYFMV$59,486,306EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COMMON STOCK$64,910,244$123,339,147
MUTUAL FUNDS$19,035,881$30,331,499

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$60,193,142USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$60,086,207USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (5 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
LAND, BUILDING, & IMPROVEMENTS 611 MORTON$990,284$352,477$637,807$1,184,604
AUTOMOBILE$30,410$30,410$0$4,000
LAND HELD FOR INVESTMENT$18,061,009$0$18,061,009$60,512,248
FURNITURE & FIXTURES$232,089$206,027$26,062$36,563
LAND IMPROVEMENTS$1,190,846$571,966$618,880$71,938

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
REAL ESTATE FUNDSAT COST$9,534,395$12,052,458
ALTERNATIVE INVESTMENTSAT COST$27,986,778$35,514,317

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (9 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
WS FURNITURE & FIXTURES$196,135$165,422$30,713$30,713
WS BUILDING & IMPROVEMENTS$5,504,092$1,656,378$3,847,714$2,486,051
WS AUTO$158,506$134,474$24,032$29,031
WS WATER PLANT$223,188$75,844$147,344
WS LAND$101,250$0$101,250$297,600
LAR FURNITURE & FIXTURES$861,633$527,860$333,773$333,774
LAR BUILDING & IMPROVEMENTS$8,219,359$1,588,413$6,630,946$4,830,882
LAR LAND$1,781,560$0$1,781,560$5,900,000
LAR AUTO$141,306$67,985$73,321$88,321

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$32,490LegalFeesAmt
Net Investment Income$32,490NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescNET INTANGIBLE ASSETSDesc
BOY Book Value$2,980,512BOYBookValueAmt
EOY Book Value$2,751,241EOYBookValueAmt
EOYFMV$18,747,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUTO & TRUCK$70,296$27,228$0$43,068
INVESTMENT MGMT FEES$1,042,524$1,042,524$0$0
CONTRACT SERVICES$134,568$15,954$0$118,614
DUES & SUBSCRIPTIONS$51,911$13,028$0$38,883
INSURANCE$224,902$74,510$0$150,392
MAINTENANCE & REPAIR$664,295$142,133$0$522,162
UTILITIES$164,006$12,300$0$151,706
MAINTENANCE - WATER PLANT$13,212$0$0$13,212
SUPPLIES$200,125$15,675$0$184,450
MISCELLANEOUS$61,269$27,454$0$33,815
TRAVEL, CONFERENCES, AND MEETINGS$56,110$8,357$0$47,753

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (10 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
OIL & GAS ROYALTIES$23,732,953$23,732,953
LONG ACRE RANCH INCOME$1,600$1,600
WELL SPRINGS INCOME$12,525$12,525
K-1 CAPITAL ROYALTY-$10,644-$10,644
K-1 CANYON BALANCED ASP FUND$8,369$8,369
K-1 APOLLO CREDIT STRATEGIES ASP FUND$191,941$191,941
K-1 BC DOUBLE IMPACT-$378,978-$378,978
OTHER MISC$18,476$18,476
K-1 BC DOUBLE IMPACT UBTI$1,222$0
OPTION INCOME$367,233$367,233

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER CONSULTINGCategoryTxt
Amt$171,018Amt
Net Investment Income$171,018NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (6 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$567,841$0$0$0
UBI TAX$47$0$0$0
AD VALOREM$409,162$409,162$0$0
PRODUCTION TAX$484,921$484,921$0$0
FOREIGN$82,672$82,672$0$0
PAYROLL$175,416$16,328$0$159,088