HENDERSON-WESSENDORFF FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HENDERSON-WESSENDORFF FOUNDATION (EIN 74-6047149)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-10
- IRS object ID
- 201812839349100321
- Schema version
- 2017v2.3
- 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 | 2018-10-10T15:57:17-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-09-14 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $300,216,907 | 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 | $1,584,875 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,584,875 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,243,946 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,243,946 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $946,930 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $946,930 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $946,930 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $3,355,806 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $53,821,551 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,356,371 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,119,649 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,119,649 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $18,251,206 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,251,771 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,001,283 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $346,217 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $655,066 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $713,285 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $181,599 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $531,686 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $259,358 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $60,989 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $198,369 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $140,619 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $140,619 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $47,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,295 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $33,355 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $174,811 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $157,643 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,168 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $788,679 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $401,240 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $69,946 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $549,778 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $300,986 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $12,325 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,848 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,628 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,367,329 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $771,696 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $595,198 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,055,117 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,377,132 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,109,416 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,695,833 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,695,833 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,750,950 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,377,132 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,805,249 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,500,256 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,874,639 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,799 | CashBOYAmt |
| Cash EOY | $22,108 | CashEOYAmt |
| Cash EOYFMV | $22,108 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,347,565 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,614,903 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,614,903 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $101,072 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,867,709 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $101,072 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $101,072 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,027,241 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $2,825,138 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,027,241 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,027,241 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $129,677 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $126,320 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $126,320 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $19,566,731 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $27,638,106 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $27,514,826 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $82,508,906 | CorporateStockBOYAmt |
| Corporate Stock EOY | $67,165,443 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $88,294,575 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $28,086,797 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $30,161,450 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $29,929,772 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $20,855,309 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $783,983 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $20,097,802 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $20,071,326 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $50,094,290 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $23,568,104 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $40,578,196 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $42,960,248 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,858,787 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,117,862 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,515,336 | LandBOYAmt |
| Land EOY | $8,740,925 | LandEOYAmt |
| Land EOYFMV | $9,531,552 | LandEOYFMVAmt |
| Other Assets BOY | $4,585,409 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,356,139 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $34,000,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $210,102,973 | TotalAssetsBOYAmt |
| Total Assets EOY | $216,603,229 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $300,216,907 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $210,102,973 | RetainedEarningBOYAmt |
| Retained Earning EOY | $216,603,229 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $210,102,973 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $216,603,229 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $210,102,973 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $216,603,229 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $210,102,973 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,500,256 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $216,603,229 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $216,603,229 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| DL GAIN ON JOHNSON DEV CORP SALE | P | $1,069,848 | $1,069,848 | $1,069,848 | |
| CAPITAL GAINS DIVIDENDS | P | $22,310 | $22,310 | $22,310 | |
| PARTNERSHIP GAIN/ LOSS | P | $82,873 | $82,873 | $82,873 | |
| PUBLICY TRADED SECURITIES | P | $42,203,766 | $1,738,586 | $1,738,586 | $40,465,180 |
| WASH SALES - PUBLICLY TRADED SECURITIES | P | $0 | $0 | ||
| AG SUPER FUND INT'L | P | $10,368,194 | $368,194 | $368,194 | $10,000,000 |
| GAIN ON RECOVERY OF LID AR | P | $74,560 | $74,560 | $74,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,356,371 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,249,836 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $247,487,098 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045456 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,757,233 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $227,720,237 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047239 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,639,865 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $216,169,866 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035342 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,273,398 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $184,957,838 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050138 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,163,832 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $162,284,391 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031820 | DistributionYr5Rt |
| Total Distribution | 0.209995 | TotalDistributionRt |
| Average Distribution | 0.041999 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $279,135,097 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,723,395 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $158,746 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,882,141 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,279,630 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $317,493 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $317,493 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $317,493 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $433,813 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $433,813 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $116,320 | OverpaymentAmt |
| Applied To ES Tax | $116,320 | 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 |
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 | $24,000 | $0 | $0 |
| CHARLES PAT MCDONALD | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | PRESIDENT | 40.00 | $368,700 | $63,960 | $0 |
| JACK H MOORE | ||||||||
| 2116 THOMPSON ROAD SUITE 116 | RICHMOND | TX | 77469 | SECRETARY / LEGAL | 10.00 | $53,600 | $0 | $0 |
| BEN JONES | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | CFO | 40.00 | $252,000 | $59,432 | $0 |
| LANE WARD | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | DIRECTOR | 2.00 | $16,600 | $0 | $0 |
| BARBARA BLEIL | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | DIRECTOR | 2.00 | $16,000 | $0 | $0 |
| SETH DELEERY | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | DIRECTOR | 2.00 | $16,000 | $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 | $108,000 | $22,991 | $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 ADMIN | 40.00 | $92,400 | $26,485 | $0 |
| TODD MABRY | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | MANAGER | 30.00 | $81,300 | $20,201 | $0 |
| MARIA D CRUZ | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | ADM. ASST | 40.00 | $70,402 | $27,869 | $0 |
| KATHY TESH | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | RECEPTIONIST | 40.00 | $53,501 | $24,052 | $0 |
| MARY ANN MCDONALD | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | OFFICE MGR | 35.00 | $57,600 | $7,634 | $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 |
|---|---|---|---|---|---|
| WILLIS GRAVES & ASSOCIATES INC | |||||
| 8140 N MOPAC BLDG 2 STE 250 | AUSTIN | TX | 78759 | OIL & GAS CONSULTING | $152,303 |
| MCGINNIS LOCHRIDGE | |||||
| 711 LOUISIANA ST | HOUSTON | TX | 77002 | LEGAL | $83,513 |
| JACKSON SJOBERG & TOWNSEND LLP | |||||
| 711 WEST 7TH ST | AUSTIN | TX | 78701 | LEGAL | $57,106 |
| 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 3,887 ATTENDEES FROM 75 EVENTS OR ORGANIZATIONS IN 2017. | Description1Txt |
| Expenses1 | $632,503 | 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 2,900 ATTENDEES FROM 41 EVENTS OR ORGANIZATIONS IN 2017. | Description2Txt |
| Expenses2 | $631,729 | 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 | $174,364,037 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,984,130 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $90,037,718 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $283,385,885 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $283,385,885 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,250,788 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $279,135,097 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,956,755 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,956,755 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $317,493 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $317,493 | TotalTaxAmt |
| Distributable Before Adj | $13,639,262 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,639,262 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,639,262 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,805,249 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,474,381 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $10,279,630 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,279,630 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,639,262 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,947,918 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,279,630 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,947,918 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,331,712 | 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 | $6,307,550 | 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 | REQUESTS ARE ACCEPTED ONLINE BETWEEN FEBRUARY 15 AND NOVEMBER 15. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PURPOSE OR USE RESTRICTIONS ARE IMPOSED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (102 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARMS WIDE ADOPTION SERVICES | |||||||
| 6925 PORTWEST DRIVE SUITE 110 | HOUSTON | TX | 77024 | NONE | PC | FORT BEND POST ADOPTION PROGRAM EXPANSION | $25,000 |
| ACCESSHEALTH | |||||||
| 400 AUSTIN STREET | RICHMOND | TX | 77469 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $500,000 |
| ATTACK POVERTY | |||||||
| PO BOX 1509 | RICHMOND | TX | 77406 | NONE | PC | SURVEY & ENGINEERING OF SANITARY SEWER LIFT STATION - FRIENDS OF N RICHMOND | $14,350 |
| ARTREACH | |||||||
| 23501 CINCO RANCH BLVD STE H120 262 | KATY | TX | 77494 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $12,500 |
| ATTACK POVERTY | |||||||
| PO BOX 1509 | RICHMOND | TX | 77406 | NONE | PC | FOR GENERAL OPERATING SUPPORT FOR FRIENDS OF N RICHMOND & N ROSENBURG & OFFICE SUPPORT | $250,000 |
| ATTACK POVERTY | |||||||
| PO BOX 1509 | RICHMOND | TX | 77406 | NONE | PC | FOR GENERAL OPERATING SUPPORT FOR FRIENDS OF N RICHMOND AND N ROSENBERG & OFFICE SUPPORT | $250,000 |
| BLANCO VOLUNTEER FIRE DEPARTMENT | |||||||
| P O BOX 868 | BLANCO | TX | 786060868 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| BO'S PLACE | |||||||
| 10050 BUFFALO SPEEDWAY | HOUSTON | TX | 77054 | NONE | PC | FOR GRIEF SUPPORT GROUPS AT WEST CAMPUS | $10,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 2225 NORTH LOOP WEST | HOUSTON | TX | 77008 | NONE | PC | TO SUPPORT SCOUTING IN FORT BEND COUNTY | $35,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 2225 NORTH LOOP WEST | HOUSTON | TX | 77008 | NONE | PC | TO PROVIDE BUSING SERVICES & CAMP SCHOLARSHIP FOR AT RISK YOUTH | $30,000 |
| BOYS AND GIRLS CLUBS OF GREATER HOUSTON INC | |||||||
| 815 CROSBY STREET | HOUSTON | TX | 77019 | NONE | PC | SUPPORT DVELOPMENT OF 6 WEEK MOBILE MUSIC LITERACY PROGRAM FOR RICHMOND-ROSENBURG | $2,000 |
| BRAZOS BEND GUARDIANSHIP SERVICES | |||||||
| PO BOX 72 | ROSENBERG | TX | 77471 | NONE | PC | OPERATING SUPPORT TO PROVIDE GUARDIANSHIP & ALTERNATIVE SERVICES FOR ADULTS | $35,000 |
| BUGGY BARN MUSEUM | |||||||
| PO BOX 504 | BLANCO | TX | 786060504 | NONE | PC | GENERAL OPERATING SUPPORT | $250 |
| CAESAR KLEBERG WILDLIFE RESEARCH INSTITUTE TEXAS A&M UNIVERSITY KINGSVILLE | |||||||
| 700 UNIVERSITY BLVD MSC 218 | KINGSVILLE | TX | 78363 | NONE | GOV | CONTRIBUTE TO ANNUAL OPERATING FUNDS | $5,000 |
| ATTACK POVERTY | |||||||
| PO BOX 1509 | RICHMOND | TX | 77406 | NONE | PC | FOR SANITARY SEWER IMPROVEMENTS AT FRIENDS OF N RICHMOND NEIGHBORHOOD RESOUCE CTR | $44,000 |
| CANYON LAKE FIRE EMS | |||||||
| 8115 FM 2673 | CANYON LAKE | TX | 781336430 | NONE | PC | ANNUAL OPERATING FUND CONTRIBUTION | $200 |
| ATTACK POVERTY | |||||||
| PO BOX 1509 | RICHMOND | TX | 77406 | NONE | PC | SANITARY SEWER IMPROVEMENTS AT FRIENDS OF N RICHMOND NEIGHBORHOOD RESOURCE CTR | $2,250 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF GALVESTON-HOUSTON | |||||||
| 2900 LOUISIANA STREET | HOUSTON | TX | 77006 | NONE | PC | TO PROVIDE SERVICES FOR WOMEN VETERANS IN FORT BEND COUNTY | $200,000 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF GALVESTON-HOUSTON | |||||||
| 2900 LOUISIANA STREET | HOUSTON | TX | 77006 | NONE | PC | TO SUPPORT RELIEF EFFORTS FOLLOWING 2017 FLOODS FROM HURRICANE HARVEY | $20,000 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF GALVESTON-HOUSTON | |||||||
| 2900 LOUISIANA STREET | HOUSTON | TX | 77006 | NONE | PC | OPERATIONS OF MAMIE GEORGE COMMUNITY CENTER FOR SENIORS AND LOW INCOME POPULATIONS | $140,000 |
| CHILD ADVOCATES OF FORT BEND | |||||||
| 5403 AVE N | ROSENBERG | TX | 77471 | NONE | PC | UNRESTRICTED FUNDS FOR VOICES FOR CHILDREN SUSTAINABLE GIVING PROGRAM | $25,000 |
| CHILD ADVOCATES OF FORT BEND | |||||||
| 5403 AVE N | ROSENBERG | TX | 77471 | NONE | PC | GENERAL SUPPORT, AND SUPPORT FOR COLLABORATIVE FAMILY ENGAGEMENT | $70,000 |
| EPISCOPAL THEOLOGICAL SEMINARY OF THE SOUTHWEST | |||||||
| PO BOX 2247 | AUSTIN | TX | 78768 | NONE | PC | FOR ACCREDITATION FACILITATION & ASSESSMENT SERVICES, AND TO SUPPORT PROFESSOR SALARIES | $333,000 |
| FAMILY SERVICES OF GREATER HOUSTON | |||||||
| 4625 LILLIAN ST | HOUSTON | TX | 77007 | NONE | PC | TO LAUNCH CASE MANAGEMENT SERVICES WITH ATTACH POVERTY & TO ADDRESS FLOOD RECOVERY NEEDS | $20,000 |
| ATTACK POVERTY | |||||||
| PO BOX 1509 | RICHMOND | TX | 77406 | NONE | PC | SUPPORT RELIEF EFFORTS FOLLOWING AUGUST 2017 FLOODS FROM HURRICANE HARVEY | $144,000 |
| BLANCO INDEPENDENT SCHOOL DISTRICT | |||||||
| 814 11TH STREET | BLANCO | TX | 78606 | NONE | GOV | SUPPORT HIGH SCHOOL AG PROGRAM IN BLANCO ISD | $3,000 |
| FORT BEND COUNTY | |||||||
| 301 JACKSON STREET | RICHMOND | TX | 77469 | NONE | GOV | FBC COLLABORATIVE INFORMATION SYSTEM (FBCCIS) | $12,500 |
| FORT BEND COUNTY MUSEUM ASSOCIATION | |||||||
| PO BOX 460 | RICHMOND | TX | 77406 | NONE | PC | OPERATING SUPPORT, SPECIFICALLY TARGETING MARKETING & COMMUNITY OUTREACH | $50,000 |
| FORT BEND COUNTY WOMEN'S CENTER | |||||||
| P O BOX 183 | RICHMOND | TX | 77406 | NONE | PC | WELLNESS & STABILITY PROGRAM FOR DOMESTIC VIOLENCE CLIENTS WITH MENTAL HEALTH ISSUES | $75,000 |
| BLESSED BE HOPE FOR THREE INC | |||||||
| 11104 W AIRPORT BLVD STE 150 | STAFFORD | TX | 77477 | NONE | PC | GENERAL OPERATING SUPPORT TO HELP FAMILIES WITH CHILDREN DIAGNOSED WITH AUTISM | $50,000 |
| FORT BEND FORWARD INC | |||||||
| 445 COMMERCE GREEN BLVD | SUGAR LAND | TX | 774783539 | NONE | PC | SCHOLARSHIPS FOR YOUTH IN PHILANTHROPY PARTICIPANTS | $14,000 |
| FORT BEND HABITAT FOR HUMANITY | |||||||
| 13570 MURPHY ROAD | STAFFORD | TX | 77477 | NONE | PC | DEVELOP CRITICAL HOME REPAIR PROGRAM & HIRE CONSTRUCTION MANAGER | $50,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 2225 NORTH LOOP WEST | HOUSTON | TX | 77008 | NONE | PC | TO RENT 4 GOLF CARTS FOR ANNUAL BRAZOS/ N STAR DISTRICT DAY CAMP | $1,000 |
| FORT BEND SENIORS MEALS ON WHEELS | |||||||
| PO BOX 1488 | ROSENBERG | TX | 77471 | NONE | PC | TO CONSTRUCT ADDITIONAL KITCHEN SPACE AT EXISTING FACILITY | $100,000 |
| BRIDGES TO LIFE (BTL) | |||||||
| PO BOX 570895 | HOUSTON | TX | 772570895 | NONE | PC | FACITLITATE RESTORATIVE JUSTICE PROGRAM AT JESTER 1 UNIT IN RICHMOND, TX | $22,000 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF GALVESTON-HOUSTON | |||||||
| 2900 LOUISIANA STREET | HOUSTON | TX | 77006 | NONE | PC | REPAIR DIVIDER WALL AT MAMIE GEORGE COMMUNITY CENTER | $1,900 |
| HOUSTON GALVESTON INSTITUTE | |||||||
| 2990 RICHMOND AVE STE 530 | HOUSTON | TX | 77098 | NONE | PC | TO PROVIDE MENTAL HEALTH SERVICES IN PARTNERSHIP WITH OTHER SUPPORTED ORGANIZATIONS | $111,500 |
| HOUSTON GALVESTON INSTITUTE | |||||||
| 2990 RICHMOND AVE STE 530 | HOUSTON | TX | 77098 | NONE | PC | WALK-IN COUNSELING PROGRAM IN RICHMOND | $181,000 |
| CHILD ADVOCATES OF FORT BEND | |||||||
| 5403 AVE N | ROSENBERG | TX | 77471 | NONE | PC | SUPPORT ENHANCEMENT & EXPANSION OF CASA & CAC PROGRAMS | $150,000 |
| JUST DO IT NOW INC | |||||||
| PO BOX 787 | WHARTON | TX | 77488 | NONE | PC | DAWSON COMMUNITY RESOURCE CENTER OPERATIONS | $15,000 |
| LAMAR EDUCATIONAL AWARDS FOUNDATION | |||||||
| 3911 AVE I | ROSENBERG | TX | 77471 | NONE | PC | TO SEND 5TH GRADERS FROM PINK ELEMENTARY TO OVERNIGHT SCIENCE CAMP AT PINE COVE | $14,000 |
| LAMAR EDUCATIONAL AWARDS FOUNDATION | |||||||
| 3911 AVE I | ROSENBERG | TX | 77471 | NONE | PC | TO SEND 5TH GRADERS FROM PINK & JANE LONG ELEMENTARY TO OVERNIGHT SCIENCE CAMP | $41,500 |
| LITERACY COUNCIL OF FORT BEND COUNTY | |||||||
| 12530 EMILY COURT | SUGAR LAND | TX | 77478 | NONE | PC | OPERATING FUNDS TO SUPPORT OF 6 LITERACY PROGRAMS | $30,000 |
| LITERACY COUNCIL OF FORT BEND COUNTY | |||||||
| 12530 EMILY COURT | SUGAR LAND | TX | 77478 | NONE | PC | SUPPORT RELIEF EFFORTS & OFFSET LOST REVENUE DUE TO AUGUST 2017 FLOODS | $8,500 |
| MORTON CEMETERY ASSOCIATION | |||||||
| 900 MORTON STREET | RICHMOND | TX | 77469 | NONE | NC | MAINTAIN HISTORICALLY SIGNIFICANT CEMETERY FOR CULTURE & EDUCATIONAL PURPOSES | $60,000 |
| OUR LADY OF GUADALUPE CATHOLIC CHURCH | |||||||
| 1600 AVENUE D | ROSENBERG | TX | 77471 | NONE | PC | TO SUPPORT RELIEF EFFORTS FOLLOWING AUGUST 2017 FLOOD DUE TO HURRICANE HARVEY | $25,000 |
| PREGNANCY RESOURCE MEDICAL CENTER OF FT BEND COUNTY | |||||||
| 2918 AVE I | ROSENBERG | TX | 77471 | NONE | PC | FOR NURSE MANAGER SALARY | $25,000 |
| RICHMOND OILERS FOOTBALL & CHEER | |||||||
| PO BOX 1426 | RICHMOND | TX | 77406 | NONE | PC | GENERAL OPERATING SUPPORT | $22,500 |
| SCHOLARSHIP AMERICA | |||||||
| PO BOX 240 | ST PETER | MN | 560820240 | NONE | PC | SCHOLARSHIPS & FEE FOR ADMINISTRATION OF 3 $2,500 SCHOLARSHIPS AWARDED BY BLANCO ISD FFA | $7,500 |
| SCHOLARSHIP AMERICA | |||||||
| PO BOX 240 | ST PETER | MN | 560820240 | NONE | PC | PROVIDE FOR SCHOLARSHIPS FOR BLANCO ISD FFA | $1,500 |
| SIRE INC | |||||||
| 11211 KATY FREEWAY SUITE 660 | HOUSTON | TX | 77079 | NONE | PC | TO SUPPORT PROGRAM EXPENSES FOR THERAPEUTIC HORSEMANSHIP PROGRAM IN FORT BEND | $50,000 |
| CHILDREN AT RISK INC | |||||||
| 2900 WESLAYAN SUITE 400 | HOUSTON | TX | 77027 | NONE | PC | INCREASE ACCESS TO SCHOOL BREAKFASTS, EARLY EDUCATION, AFTER SCHOOL MEALS | $65,000 |
| CHILDREN AT RISK INC | |||||||
| 2900 WESLAYAN SUITE 400 | HOUSTON | TX | 77027 | NONE | PC | INCREASE ACCESS TO SCHOOL BREAKFASTS, EARLY EDUCATION, AFTER SCHOOL MEALS IN FORT BEND | $45,000 |
| ST MARK'S EPISCOPAL SCHOOL | |||||||
| 7615 FM 762 | RICHMOND | TX | 77469 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| CHILDREN'S MUSEUM OF HOUSTON | |||||||
| 1500 BINZ | HOUSTON | TX | 77004 | NONE | PC | PROVIDE FAMILY LEARNING EVENTS & PARENT WORKSHOPS IN LCISD TITLE 1 SCHOOLS | $21,000 |
| THE TSTC FOUNDATION | |||||||
| 3801 CAMPUS DR | WACO | TX | 767051607 | NONE | PC | SCHOLARSHIPS FOR STUDENTS ATTENDING TSTC | $150,000 |
| THE TSTC FOUNDATION | |||||||
| 3801 CAMPUS DR | WACO | TX | 767051607 | NONE | PC | TO CONSTRUCT EDUCATIONAL BUILDING AT ROSENBERG TX TSTC CAMPUS | $533,143 |
| CITY OF ORCHARD | |||||||
| 402 MORTON STREET | RICHMOND | TX | 77469 | NONE | GOV | TO CONSTRUCT PARK PAVILION & RESTROOM FACILITIES FOR COMMUNITY EVENTS | $100,000 |
| CITY OF RICHMOND | |||||||
| 402 MORTON STREET | RICHMOND | TX | 77469 | NONE | GOV | ENGINEERING & DESIGN OF WAYSIDE HORN DEVISES FOR RR CROSSINGS | $50,000 |
| COLLEGE COMMUNITY CAREER | |||||||
| 12926 DAIRY ASHFORD 110 | SUGAR LAND | TX | 774783294 | NONE | PC | EXPAND LCISD PROGRAM & RICH-ROSE BOYS & GIRLS CLUB | $50,000 |
| UNIVERSITY OF NORTH TEXAS FOUNDATION | |||||||
| 1155 UNION CIRCLE 311250 | DENTON | TX | 76203 | NONE | PC | TO BUILD ENDOWMENT TO SUPPORT PORTAL TO TEXAS HISTORY | $25,000 |
| DEPELCHIN CHILDREN'S CENTER | |||||||
| 4950 MEMORIAL DRIVE | HOUSTON | TX | 77007 | NONE | PC | GENERAL OPERATING SUPPORT FOR DEPELCHIN RESIDENTIAL CENTER IN RICHMOND | $25,000 |
| WEST FORT BEND MANAGEMENT DISTRICT | |||||||
| PO BOX 1688 | RICHMOND | TX | 77406 | NONE | GOV | FUND PORTION OF EXECUTIVE DIRECTOR'S SALARY | $25,000 |
| YMCA OF GREATER HOUSTON TW DAVIS | |||||||
| 911 THOMPSON HYW | RICHMOND | TX | 77469 | NONE | PC | YMCA OUTREACH PROGRAMS IN RICHMOND & ROSENBERG & SUPPORT OUTREACH DIRECTOR POSITION | $87,000 |
| FOREVER FOUNDATION FOR TEXAS WILDLIFE INC | |||||||
| 3660 THOUSAND OAKS STE 126 | SAN ANTONIO | TX | 78247 | NONE | PC | SEND LCISD TEACHERS TO LANDS TEACHER & VOLUNTEER TRAINING | $675 |
| FORT BEND COUNTY WOMEN'S CENTER | |||||||
| P O BOX 183 | RICHMOND | TX | 77406 | NONE | PC | SUPPORT RELIEF EFFORTS FOLLOWING 2017 FLOOD FROM HURRICANE HARVEY | $41,000 |
| FORT BEND REGIONAL COUNCIL ON SUBSTANCE ABUSE INC | |||||||
| 10435 GREENBOUGH STE 250 | STAFFORD | TX | 77477 | NONE | PC | PROVIDE SUBSTANCE ABUSE PREVENTION, EDUCATION, AND TREATMENT IN FORT BEND | $50,000 |
| FORT BEND SENIORS MEALS ON WHEELS | |||||||
| PO BOX 1488 | ROSENBERG | TX | 77471 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 |
| FORT BEND SENIORS MEALS ON WHEELS | |||||||
| PO BOX 1488 | ROSENBERG | TX | 77471 | NONE | PC | SUPPORT RELIEF EFFORTS FOLLOWING AUGUST 2017 FLOOD IN FORT BEND COUNTY AREA | $145,000 |
| KATY CHRISTIAN MINISTRIES | |||||||
| PO BOX 986 | KATY | TX | 77492 | NONE | PC | SUPPORT RELIEF EFFORTS FOLLOWING AUGUST 2017 FLOOD IN FORT BEND COUNTY AREA | $34,000 |
| LAMAR EDUCATIONAL AWARDS FOUNDATION | |||||||
| 3911 AVE I | ROSENBERG | TX | 77471 | NONE | PC | SEND LCISD HIGH SCHOOL BAND STUDENTS TO ALAMO BOWL IN DECEMBER 2017 | $10,000 |
| LAMAR EDUCATIONAL AWARDS FOUNDATION | |||||||
| 3911 AVE I | ROSENBERG | TX | 77471 | NONE | PC | FAMILY READING NIGHT AT JANE LONG ELEMENTARY WITH CHILDREN'S MUSEUM OF HOUSTON | $2,500 |
| LONE SURVIVOR FOUNDATION | |||||||
| 2636 S LOOP WEST SUITE 280 | HOUSTON | TX | 77054 | NONE | PC | THERAPEUTIC 5-DAY RETREAT FOR FORT BEND COUNTY VETERANS | $30,000 |
| MOUNT PILGRIM MISSIONARY BAPTIST CHURCH | |||||||
| PO BOX 163 | THOMPSON | TX | 77481 | NONE | PC | SUPPORT RECOVERY EFFORTS FOLLOWING AUGUST 2017 FLOODS AFTER HURRICANE HARVEY | $71,000 |
| MOUNT PILGRIM MISSIONARY BAPTIST CHURCH | |||||||
| PO BOX 16E | THOMPSON | TX | 77481 | NONE | PC | SUPPORT RECOVERY EFFORTS FOLLOWING AUGUST 2017 FLOODS AFTER HURRICANE HARVEY | $71,000 |
| MOUNT PILGRIM MISSIONARY BAPTIST CHURCH | |||||||
| PO BOX 163 | THOMPSON | TX | 77481 | NONE | PC | PAY FOR FLOOD, FIRE, & WINDSTORM INSURANCE FOLLOWING 2017 FLOOD | $7,760 |
| OAKBEND MEDICAL CENTER | |||||||
| 1705 JACKSON ST | RICHMOND | TX | 77469 | NONE | PC | INDIGENT CARE PROGRAM FOR FORT BEND COUNTY | $100,000 |
| OPERATION FINALLY HOME | |||||||
| 1659 STAT HWY 46 WEST STE 115-606 | NEW BRAUNFELS | TX | 78132 | NONE | PC | EXPAND PROGRAM TO PROVIDE HOME MODIFICATION FOR VETERAN FAMILY IN RICHMOND TX AREA | $20,000 |
| PEAK GRANTMAKING | |||||||
| 1666 K STREET NW STE 440 | WASHINGTON | DC | 20006 | NONE | PC | MEMBERSHIP CONTRIBUTION | $3,000 |
| RE-MIND | |||||||
| PO BOX 27607 | HOUSTON | TX | 77227 | NONE | PC | HIRE PROGRAM AWARENESS COORDINATOR | $40,000 |
| RE-MIND | |||||||
| PO BOX 27607 | HOUSTON | TX | 77227 | NONE | PC | SUPPORT GROUPS FOR DEPRESSION & BIPOLAR DISORDER - RICHMOND, TEXAS | $25,750 |
| ROSE RICH GIRLS SOFTBALL ASSOCIATION | |||||||
| PO BOX 369 | RICHMOND | TX | 77406 | NONE | PC | INSTALL LIGHTS AT MUSCO FIELD IN RICHMOND, TX | $110,000 |
| ROSENBERG RAILROAD MUSEUM | |||||||
| PO BOX 369 | ROSENBERG | TX | 77471 | NONE | PC | GENERAL OPERATING SUPPORT & PART TIME EDUCATION COORDINATOR SALARY | $45,000 |
| ROSENBERG-RICHMOND HELPING HANDS INC | |||||||
| PO BOX 1268 | RICHMOND | TX | 77469 | NONE | PC | SUPPORT RELIEF EFFORTS FOLLOIWG AUGUST 2017 FLOOD | $20,000 |
| SCHOLARSHIP AMERICA | |||||||
| PO BOX 240 | ST PETER | MN | 560820240 | NONE | PC | SCHOLARSHIPS FOR BLANCO ISD FFA STUDENTS | $1,500 |
| SPAY-NEUTER ASSISTANCE PROGRAM (SNAP) | |||||||
| PO BOX 70286 | HOUSTON | TX | 77270 | NONE | PC | GENERAL OPERATING EXPENSES | $100,000 |
| ST JOHN'S METHODIST CHURCH | |||||||
| 400 JACKSON STREET | RICHMOND | TX | 77469 | NONE | PC | CHILDCARE, SERVICES, & VOLUNTEER MEALS FOLLOWING AUGUST 2017 FLOOD | $12,300 |
| ST JOHN'S METHODIST CHURCH | |||||||
| 400 JACKSON STREET | RICHMOND | TX | 77469 | NONE | PC | CHILD CARE, SERVICES, AND VOLUNTEER MEALS FOLLOWING 2017 FLOOD | $2,000 |
| ST LUKE'S FOUNDATION | |||||||
| 1213 HERMANN DRIVE STE 855 | HOUSTON | TX | 77004 | NONE | PC | PROJECT ECHO, TELEMENTORING PRIMARY CARE PHYSICIANS IN RURAL AREAS, INCLUDING RICHMOND | $50,000 |
| TEXANA CENTER | |||||||
| 4910 AIRPORT AVENUE BLDG B | ROSENBERG | TX | 77471 | NONE | PC | RETAIL TRAINING CETNER AT FULSHEA CAMPUS INCLUDING CLASSROOMS FOR STUDENTS WITH AUTISM | $150,000 |
| TEXAS PARKS & WILDLIFE FOUNDATION | |||||||
| 2914 SWISS AVENUE | DALLAS | TX | 75204 | NONE | PC | FORT BEND COUNTY GAME WARDEN EUQIPMENT PURCHASES | $75,000 |
| 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 STE 185 | HOUSTON | TX | 770052196 | NONE | PC | SUPPORT 10 CAMPERS FROM RICHMOND TX WITH CANCER & BLOOD DISORDERS AT CAMP YOLO | $10,000 |
| UNITED WAY OF GREATER HOUSTON | |||||||
| PO BOX 3247 | HOUSTON | TX | 77253 | NONE | PC | COLLABORATIVE RELIEF EFFORTS FOLLOWING 2016 & 2017 FLOODS | $300,000 |
| UNITED WAY OF GREATER HOUSTON | |||||||
| PO BOX 3247 | HOUSTON | TX | 77253 | NONE | PC | PROJECT COORDINATOR & MANAGER FOR RELIEF EFFORTS FOLLOWING 2016 & 2017 FLOODS | $330,000 |
| WHARTON COUNTY JUNIOR COLLEGE | |||||||
| 911 BOLING HIGHWAY | WHARTON | TX | 77488 | NONE | GOV | SCHOLARSHIPS FOR LCISD SENIORS ATTENDING WHARTON COUNTY JUNIOR COLLEGE | $25,000 |
| WILDLIFE HABITAT FEDERATION | |||||||
| 3295 FM 949 | CAT SPRING | TX | 78933 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| YMCA OF GREATER HOUSTON TW DAVIS | |||||||
| 911 THOMPSON HYW | RICHMOND | TX | 77469 | NONE | PC | AFTER SCHOOL CARE FOLLOWING 2017 FLOOD | $50,000 |
| ZION WATCHTOWER BAPTIST CHURCH | |||||||
| 606 FM 359 | RICHMOND | TX | 77406 | NONE | PC | REPAIRS TO CHURCH FOR DAMAGE SUSTAINED IN HURRICANE HARVEY | $85,000 |
| ZION WATCHTOWER BAPTIST CHURCH | |||||||
| 606 FM 359 | RICHMOND | TX | 77406 | NONE | PC | REPAIRS TO CHURCH FOR DAMAGES SUSTAINED IN HURRICANE HARVEY | $90,755 |
| ZION WATCHTOWER BAPTIST CHURCH | |||||||
| 606 FM 359 | RICHMOND | TX | 77406 | NONE | PC | REPAIRS TO CHURCH FOR DAMAGES SUSTAINED IN HURRICANE HARVEY | $5,000 |
| ZION WATCHTOWER BAPTIST CHURCH | |||||||
| 606 FM 359 | RICHMOND | TX | 77406 | NONE | PC | SUPPORT RELIEF EFFORTS FOLLOWING AUGUST 2017 FLOODS | $11,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,695,833 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCESSHEALTH | |||||||
| 400 AUSTIN STREET | RICHMOND | TX | 77469 | NONE | PC | GENERAL OPERATING SUPPORT | $500,000 |
| ATTACK POVERTY | |||||||
| PO BOX 1509 | RICHMOND | TX | 77406 | NONE | PC | SANITARY SEWER IMPROVEMENTS AT FRIENDS OF N RICHMOND NEIGHBORHOOD RESOURCE CTR | $2,150 |
| BOYS AND GIRLS CLUBS OF GREATER HOUSTON INC | |||||||
| 815 CROSBY STREET | HOUSTON | TX | 77019 | NONE | PC | SUPPORT BUILDING, OPERATIONS, & PROGRAMMING OF NEW CLUB IN RICHMOND | $200,000 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF GALVESTON-HOUSTON | |||||||
| 2900 LOUISIANA STREET | HOUSTON | TX | 77006 | NONE | PC | SUPPORT OPERATIONS OF MAMIE GEORGE COMMUNITY CENTER, SERVICING RICHMOND / ROSENBERG | $280,000 |
| CALVARY EPISCOPAL SCHOOL INC | |||||||
| 1201 AUSTIN | RICHMOND | TX | 77469 | NONE | PC | TO ELIMINATE DEBT OF FAMILY LIFE CENTER SHARED BY CALVARY EPISCOPAL SCHOOL & CHURCH | $522,000 |
| CHILD ADVOCATES OF FORT BEND | |||||||
| 5403 AVE N | ROSENBERG | TX | 77471 | NONE | PC | SUPPORT ENHANCEMENT & EXPANSION OF CASA & CAC PROGRAMS | $150,000 |
| HOUSTON GALVESTON INSTITUTE | |||||||
| 2990 RICHMOND AVE STE 530 | HOUSTON | TX | 77098 | NONE | PC | FOR WALK-IN COUNSELING PROGRAM IN RICHMOND, FORT BEND COUNTY | $170,000 |
| MOUNT PILGRIM MISSIONARY BAPTIST CHURCH | |||||||
| PO BOX 163 | THOMPSON | TX | 77481 | NONE | PC | SUPPORT RECOVERY EFFORTS FOLLOWING AUGUST 2017 FLOOD | $82,255 |
| MOUNT PILGRIM MISSIONARY BAPTIST CHURCH | |||||||
| PO BOX 163 | THOMPSON | TX | 77481 | NONE | PC | TO PAY FOR FIRE, WINDSTORM, & FLOOD INSURANCE FOLLOWING AUGUST 2017 FLOOD | $69,840 |
| OAKBEND MEDICAL CENTER | |||||||
| 1705 JACKSON ST | RICHMOND | TX | 77469 | NONE | PC | TO SUPPORT INDIGENT CARE PROGRAM IN FORT BEND COUNTY | $100,000 |
| FORT BEND SENIORS MEALS ON WHEELS | |||||||
| PO BOX 1488 | ROSENBERG | TX | 77471 | NONE | PC | CONSTRUCT KITCHEN & ADMIN BUILDING | $700,000 |
| SCHOLARSHIP AMERICA | |||||||
| PO BOX 240 | ST PETER | MN | 560820240 | NONE | PC | FOR SCHOLARSHIPS FOR BLANCO ISD FFA STUDENTS | $18,000 |
| INSTITUTE FOR SPIRITUALITY & HEALTH AT THE TEXAS MEDICAL CENTER | |||||||
| 8100 GREENBRIAR 220 | HOUSTON | TX | 77054 | NONE | PC | GENERAL OPERATING SUPPORT | $180,000 |
| LITERACY COUNCIL OF FORT BEND COUNTY | |||||||
| 12530 EMILY COURT | SUGAR LAND | TX | 77478 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 |
| MORTON CEMETERY ASSOCIATION | |||||||
| 900 MORTON STREET | RICHMOND | TX | 77469 | NONE | NC | MAINTAIN HISTORICALLY SIGNIFICANT CEMETERY FOR CULTURE & EDUCATIONAL PURPOSES | $360,000 |
| UNITED WAY OF GREATER HOUSTON | |||||||
| PO BOX 3247 | HOUSTON | TX | 77253 | NONE | PC | SUPPORT FORT BEND COUNTY COLLABORATIVE FLOOD RECOVERY EFFORTS | $595,000 |
| SCHOLARSHIP AMERICA | |||||||
| PO BOX 240 | ST PETER | MN | 560820240 | NONE | PC | 3 $2,500 SCHOLARSHIPS FOR BLANCO ISD FFA STUDENTS | $18,000 |
| YMCA OF GREATER HOUSTON TW DAVIS | |||||||
| 911 THOMPSON HYW | RICHMOND | TX | 77469 | NONE | PC | SUPPORT OUTREACH PROGRAMS IN RICHMOND / ROSENBERG AREA & OUTREACH DIRECTOR POSITION | $174,000 |
| THE TSTC FOUNDATION | |||||||
| 3801 CAMPUS DRIVE | WACO | TX | 767051607 | NONE | PC | TO CONSTRUCT EDUCATION BUILDING & SITE WORK ON 37 ACRE TSTC ROSENBERG CAMPUS | $10,142,610 |
| UNITED WAY OF GREATER HOUSTON | |||||||
| PO BOX 3247 | HOUSTON | TX | 77253 | NONE | PC | SUPPORT FOR COLLABORATIVE RECOVERY EFFORTS DUE TO 2016 & 2017 FLOODS | $300,000 |
| WHARTON COUNTY JUNIOR COLLEGE | |||||||
| 911 BOLING HIGHWAY | WHARTON | TX | 77488 | NONE | GOV | SCHOLARSHIPS FOR GRADUATING SENIOR STUDENTS FROM LAMAR CONSOLIDATED HS OR TERRY HS | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $14,668,855 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,584,875 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,243,946 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $946,930 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,119,649 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,355,806 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,251,206 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,251,206 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (1) | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $60,000 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORTON CEMETERY ASSN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | CASH GRANT | TransfersTransAndShrArrngmDesc |
| 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 | $47,650 | Amt |
| Net Investment Income | $14,295 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $33,355 | 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 | 2017-03-02 | GrantDt |
| Grant | $60,000 | GrantAmt |
| Purpose Of Grant | TO MAINTAIN HISTORICAL CEMETERY FOR HISTORICAL, CULTURAL, AND EDUCATIONAL PURPOSES | PurposeOfGrantTxt |
| Expended By Grantee | $60,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | FEBRUARY 6, 2018 | 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 | $30,161,450 | EOYBookValueAmt |
| EOYFMV | $29,929,772 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $37,703,546 | $51,333,849 |
| MUTUAL FUNDS | $29,461,897 | $36,960,726 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $27,638,106 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $27,514,826 | 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 | $927,037 | $208,696 | $718,341 | $246,260 |
| AUTOMOBILE | $79,110 | $79,110 | $0 | $19,000 |
| LAND HELD FOR INVESTMENT | $18,695,103 | $0 | $18,695,103 | $49,171,147 |
| FURNITURE & FIXTURES | $303,243 | $273,517 | $29,726 | $29,727 |
| LAND IMPROVEMENTS | $850,816 | $222,660 | $628,156 | $628,156 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIPS | AT COST | $5,568,195 | $5,199,411 |
| REAL ESTATE FUNDS | AT COST | $11,833,745 | $13,020,874 |
| ALTERNATIVE INVESTMENTS | AT COST | $23,176,256 | $24,739,963 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| WS FURNITURE & FIXTURES | $167,994 | $111,444 | $56,550 | $56,551 |
| WS BUILDING | $4,815,494 | $677,761 | $4,137,733 | $2,153,450 |
| WS AUTO & WATER PLANT | $305,298 | $85,617 | $219,681 | $38,000 |
| WS LAND | $101,250 | $0 | $101,250 | $239,400 |
| LAR FURNITURE & FIXTURES | $227,964 | $53,997 | $173,967 | $173,967 |
| LAR BUILDING | $2,459,227 | $189,043 | $2,270,184 | $2,270,184 |
| LAR LAND | $1,781,560 | $0 | $1,781,560 | $4,600,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $140,619 | LegalFeesAmt |
| Net Investment Income | $140,619 | 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 | $4,585,409 | BOYBookValueAmt |
| EOY Book Value | $4,356,139 | EOYBookValueAmt |
| EOYFMV | $34,000,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AUTO & TRUCK | $44,509 | $30,641 | $0 | $13,868 |
| BANK & INVESTMENT MGMT FEES | $602,310 | $602,310 | $0 | $0 |
| CONTRACT SERVICES | $39,939 | $12,563 | $0 | $27,376 |
| DUES & SUBSCRIPTIONS | $11,077 | $3,323 | $0 | $7,754 |
| EXPENSE REIMBURSEMENTS | -$23,995 | -$7,198 | $0 | -$16,797 |
| INSURANCE | $129,641 | $42,906 | $0 | $86,735 |
| MANAGEMENT - LAR | $91,962 | $0 | $0 | $91,962 |
| MAINTENANCE & REPAIR | $258,579 | $53,286 | $0 | $205,293 |
| JANITOR | $15,000 | $4,500 | $0 | $10,500 |
| UTILITIES | $104,526 | $12,437 | $0 | $92,089 |
| MAINTENANCE - WATER PLANT | $11,392 | $0 | $0 | $11,392 |
| SUPPLIES | $43,572 | $5,938 | $0 | $37,634 |
| MISCELLANEOUS | $38,382 | $10,990 | $0 | $27,392 |
| CAP ROYALTY NONDEDUCTIBLE EXPENSE | $435 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OIL & GAS ROYALTIES | $10,350,501 | $10,350,501 |
| MISCELLANEOUS INCOME | $5,646 | $5,646 |
| WELL SPRINGS INCOME | $18,040 | $18,040 |
| K-1 CAPITAL ROYALTY | -$15,024 | -$15,024 |
| K-1 TRICADIA CREDIT STRATEGIES | -$7,777 | -$7,777 |
| K-1 CANYON BALANCED II ASP FUND | -$12,106 | -$12,106 |
| K-1 GENIV CAPITAL PARTNERS II | -$219,631 | -$219,631 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER CONSULTING | CategoryTxt |
| Amt | $174,811 | Amt |
| Net Investment Income | $157,643 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,168 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $317,493 | $0 | $0 | $0 |
| AD VALOREM | $275,376 | $267,395 | $0 | $7,981 |
| PRODUCTION TAX | $34,395 | $34,395 | $0 | $0 |
| FOREIGN | $74,875 | $74,875 | $0 | $0 |
| PAYROLL | $86,540 | $24,575 | $0 | $61,965 |
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