HENDERSON-WESSENDORFF FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HENDERSON-WESSENDORFF FOUNDATION (EIN 74-6047149)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-21
- IRS object ID
- 201722649349100502
- Schema version
- 2016v3.0
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-21T12:14:57-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 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 | 2016-01-01 | 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 | 2017-09-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SU WAH | PreparerPersonNm |
| PTIN | P01321749 | PTIN |
| Phone | 7136291381 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.249.116.125 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-09-21 | IPDt |
| IP Tm | 12:12:47 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AC15AFA4CBC62E8712396EF0F69B144FFCEE1662 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 07A5D5671CE5518DE1D8DED7B24F6C8C974E6BB3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $279,805,126 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,059,152 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,059,152 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,142,458 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,142,458 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $76,396 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $76,396 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $76,396 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $700,126 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $95,247,910 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $718,870 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,664,534 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,651,630 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $16,642,666 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,648,506 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,065,275 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $431,389 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $633,886 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $635,583 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $177,315 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $458,268 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $207,656 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $55,025 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $152,631 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $94,468 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $92,608 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,860 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $45,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $27,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $250,794 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $224,107 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $26,687 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $904,571 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $559,632 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $64,060 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $526,103 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $302,403 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $16,421 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $6,568 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,853 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,455,268 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $737,500 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $716,752 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,201,139 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,604,547 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,090,997 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,423,156 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,423,156 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,624,295 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,604,547 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,514,153 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,018,371 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,043,959 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,000 | CashBOYAmt |
| Cash EOY | $3,799 | CashEOYAmt |
| Cash EOYFMV | $3,799 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $31,285,437 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,347,565 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,347,565 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,867,709 | AcctRcvblAmt |
| Acct Rcvbl EOY | $3,867,709 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,867,709 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,825,138 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $2,856,484 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,825,138 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,825,138 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $310,556 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $129,677 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $129,677 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $12,572,949 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $19,566,731 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $19,486,549 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $96,609,572 | CorporateStockBOYAmt |
| Corporate Stock EOY | $82,508,906 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $92,103,229 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,727,456 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $28,086,797 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $27,862,840 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $20,820,071 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $722,269 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $23,506,276 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $20,097,802 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $50,066,313 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $15,943,910 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,568,104 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,000,453 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,401,389 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $886,053 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,003,354 | LandBOYAmt |
| Land EOY | $7,515,336 | LandEOYAmt |
| Land EOYFMV | $8,111,854 | LandEOYFMVAmt |
| Other Assets BOY | $4,814,680 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,585,409 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $34,000,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $206,631,674 | TotalAssetsBOYAmt |
| Total Assets EOY | $210,102,973 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $279,805,126 | 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 | $206,631,674 | RetainedEarningBOYAmt |
| Retained Earning EOY | $210,102,973 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $206,631,674 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $210,102,973 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $206,631,674 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $210,102,973 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $206,631,674 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,018,371 | ExcessRevenueOverExpensesAmt |
| Other Increases | $452,928 | OtherIncreasesAmt |
| Subtotal | $210,102,973 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $210,102,973 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| ADDL GAIN ON JOHNSON DEV CORP SALE | P | $346,421 | $346,421 | $346,421 | |
| CAPITAL GAINS DIVIDENDS | P | $34,047 | $34,047 | $34,047 | |
| PARTNERSHIP GAIN /LOSS | P | $684,126 | $684,126 | $684,126 | |
| PUBLICLY TRADED SECURITIES | P | $94,151,571 | -$377,469 | -$377,469 | $94,529,040 |
| EAGLE INCOME APPR II | P | $31,745 | $31,745 | $31,745 | |
| WASH SALES - PUBLICLY TRADED SECURITIES | P | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $718,870 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,757,233 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $227,720,237 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047239 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,639,865 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $216,169,866 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035342 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,273,398 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $184,957,838 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050138 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,163,832 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $162,284,391 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031820 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,074,292 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $21,434,679 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.096773 | DistributionYr5Rt |
| Total Distribution | 0.261312 | TotalDistributionRt |
| Average Distribution | 0.052262 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $247,487,098 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,934,171 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $140,440 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,074,611 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,249,836 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $280,879 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $280,879 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $280,879 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $389,692 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $389,692 | TotalPaymentsAndCreditsAmt |
| Overpayment | $108,813 | OverpaymentAmt |
| Applied To ES Tax | $108,813 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | $375,000 | $57,386 | $0 |
| JACK H MOORE | ||||||||
| 2116 THOMPSON ROAD SUITE 116 | RICHMOND | TX | 77469 | SECRETARY / LEGAL | 10.00 | $120,283 | $0 | $0 |
| BEN JONES | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | CFO | 40.00 | $262,000 | $55,285 | $0 |
| LANE WARD | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | DIRECTOR | 2.00 | $17,200 | $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 | $102,700 | $19,421 | $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 | $88,546 | $22,884 | $0 |
| MARIA D CRUZ | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | ADM. ASST | 40.00 | $67,906 | $24,188 | $0 |
| TODD MABRY | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | MANAGER | 30.00 | $72,524 | $17,234 | $0 |
| KATHY TESH | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | RECEPTIONIST | 40.00 | $50,003 | $20,773 | $0 |
| MARY ANN MCDONALD | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | OFFICE MGR | 35.00 | $54,955 | $6,995 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 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 | $156,499 |
| JACKSON SJOBERG & TOWNSEND LLP | |||||
| 711 WEST 7TH ST | AUSTIN | TX | 78701 | LEGAL | $69,706 |
| 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 3,772 ATTENDEES FROM 39 ORGANIZATIONS IN 2016. | Description1Txt |
| Expenses1 | $593,186 | Expenses1Amt |
| Description2 | OPERATION OF LONG ACRES RANCH, WHICH IS USED AS A NATURE CENTER AND FOR HOSTING OUTDOOR ACTIVITIES FOR BOY SCOUTS AND SIMILAR ORGANIZATIONS. UTILIZED BY 1,324 ATTENDEES FROM 35 ORGANIZATIONS IN 2016. | Description2Txt |
| Expenses2 | $674,042 | 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 | $150,520,962 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,451,728 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $77,283,247 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $251,255,937 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $251,255,937 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,768,839 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $247,487,098 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,374,355 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,374,355 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $280,879 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $280,879 | TotalTaxAmt |
| Distributable Before Adj | $12,093,476 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,093,476 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,093,476 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,514,153 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $735,683 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $11,249,836 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,249,836 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,093,476 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,104,278 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,249,836 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,104,278 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,145,558 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,947,918 | 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 AT ALL TIMES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PURPOSE OR USE RESTRICTIONS ARE IMPOSED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ATTACK POVERTY | |||||||
| PO BOX 1509 | RICHMOND | TX | 77406 | NONE | PC | TO SUPPORT RELIEF EFFORTS FOLLOWING MAY 2016 BRAZOS RIVER FLOOD | $37,176 |
| ACCESSHEALTH | |||||||
| 400 AUSTIN STREET | RICHMOND | TX | 77469 | NONE | PC | FOR INCREASED CLINICAL SPACE | $437,000 |
| 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 | FOR GENERAL OPERATING SUPPORT FOR FRIENDS OF N RICHMOND AND N ROSENBERG | $200,000 |
| ALL HANDS VOLUNTEERS | |||||||
| 6 COUNTY ROAD SUITE 6 | MATTAPOISETT | MA | 02739 | NONE | PC | TO SUPPORT RELIEF EFFORTS FOLLOWING MAY 2016 BRAZOS RIVER FLOOD | $20,000 |
| BLANCO VOLUNTEER FIRE DEPARTMENT | |||||||
| P O BOX 868 | BLANCO | TX | 786060868 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| ARTREACH | |||||||
| 23501 CINCO RANCH BLVD STE H120 262 | KATY | TX | 77494 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $12,500 |
| BOYS AND GIRLS CLUBS OF GREATER HOUSTON INC | |||||||
| 815 CROSBY STREET | HOUSTON | TX | 77019 | NONE | PC | TO CONSTRUCT & SUPPORT A NEW CLUB IN RICHMOND, TEXAS TO SERVE THE RICHMOND AND ROSENBERG AREAS | $200,000 |
| BO'S PLACE | |||||||
| 10050 BUFFALO SPEEDWAY | HOUSTON | TX | 77054 | NONE | PC | FOR GRIEF SUPPORT GROUPS AT WEST CAMPUS | $10,000 |
| BRAZOS BEND GUARDIANSHIP SERVICES | |||||||
| PO BOX 72 | ROSENBERG | TX | 77471 | NONE | PC | OPERATING SUPPORT | $35,000 |
| BUGGY BARN MUSEUM | |||||||
| PO BOX 504 | BLANCO | TX | 786060504 | NONE | PC | GENERAL OPERATING SUPPORT | $250 |
| CALVARY EPISCOPAL SCHOOL INC | |||||||
| 1201 AUSTIN | RICHMOND | TX | 77469 | NONE | PC | TO REDUCE FAMILY LIFE CENTER DEBT | $500,000 |
| CANYON LAKE FIRE EMS | |||||||
| 8115 FM 2673 | CANYON LAKE | TX | 781336430 | NONE | PC | ANNUAL OPERATING FUND CONTRIBUTION | $200 |
| CASA DE ESPERANZA DE LOS NINOS INC | |||||||
| P O BOX 66581 | HOUSTON | TX | 772666581 | NONE | PC | SUPPORT FAMILIES IN CRISIS, FOSTERING, & ADOPTION | $25,000 |
| 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 | 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 |
| 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 | $2,500 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF GALVESTON-HOUSTON | |||||||
| 2900 LOUISIANA STREET | HOUSTON | TX | 77006 | NONE | PC | TO EXPAND LOTUS: PATHWAYS TO HOPE PROGRAM FOR WOMEN VETERANS | $150,000 |
| CATHOLIC CHARITIES OF THE ARCHDIOCESE OF GALVESTON-HOUSTON | |||||||
| 2900 LOUISIANA STREET | HOUSTON | TX | 77006 | NONE | PC | TO SUPPORT RELIEF EFFORTS FOLLOWING MAY 2016 BRAZOS RIVER FLOOD | $35,000 |
| 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 | FOR CAPACITY BUILDING / OPERATIONS | $400 |
| 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 | $160,000 |
| 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 |
| FORT BEND COMMUNITY PARTNERS RAINBOW ROOM | |||||||
| 1110 AVENUE G | ROSENBERG | TX | 77471 | NONE | PC | TO ASSIST WITH EMERGENCY NEEDS OF CHILDREN & ADULTS IN CUSTODY DUE TO ABUSE OR NEGLECT | $50,000 |
| FORT BEND CORPS | |||||||
| 1004 BLUME ROAD | ROSENBERG | TX | 77471 | NONE | PC | TO SUPPORT FLOOD RELIEF EFFORTS FOLLOWING MAY 2016 BRAZOS RIVER FLOOD | $25,000 |
| FORT BEND COUNTY | |||||||
| 301 JACKSON STREET | RICHMOND | TX | 77469 | NONE | GOV | TO SUPPORT FLOOD RELIEF EFFORTS FOLLOWING MAY 2016 BRAZOS RIVER FLOOD | $2,500 |
| 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 |
| FORT BEND FAMILY PROMISE | |||||||
| 4845 CARTWRGHT DR | MISSOURI CITY | TX | 77459 | NONE | PC | GENERAL OPERATING SUPPORT & TO HIRE A HOUSING NAVIGATOR | $90,000 |
| FORT BEND LAWYERS CARE | |||||||
| 310 MORTON STREET | RICHMOND | TX | 77469 | NONE | PC | TO SUPPORT CIVIL LEGAL AID SERVICES IN GREATER RICHMOND AREA | $25,000 |
| FORT BEND FORWARD INC | |||||||
| 445 COMMERCE GREEN BLVD | SUGAR LAND | TX | 774783539 | NONE | PC | SCHOLARSHIPS FOR YOUTH IN PHILANTHROPY PARTICIPANTS | $47,000 |
| FORT BEND SENIORS MEALS ON WHEELS | |||||||
| PO BOX 1488 | ROSENBERG | TX | 77471 | NONE | PC | TO CONSTRUCT ADDITIONAL KITCHEN SPACE AT EXISTING FACILITY | $100,000 |
| GIRL SCOUTS OF SAN JACINTO COUNCIL | |||||||
| 3110 SOUTHWEST FREEWAY | HOUSTON | TX | 77098 | NONE | PC | GIRL SCOUTS ON THE GO PROGRAM FOR UNDERSERVED GIRLS AT PINK ELEMENTARY | $5,000 |
| HOUSTON GALVESTON INSTITUTE | |||||||
| 2990 RICHMOND AVE STE 530 | HOUSTON | TX | 77098 | NONE | PC | TO PROVIDE MENTAL HEALTH SERVICES IN PARTNERSHIP WITH OTHER SUPPORTED ORGANIZATIONS | $63,000 |
| HOUSTON HOSPICE | |||||||
| 1905 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PC | SUPPORT HOSPICE CARE AND PROVIDE BEREAVEMENT SERVICES IN RICHMOND, TX | $50,000 |
| LAMAR EDUCATIONAL AWARDS FOUNDATION | |||||||
| 3911 AVE I | ROSENBERG | TX | 77471 | NONE | PC | TO PURCHASE 100 BIKES FOR PRE-K & K STUDENTS AS AWARD FOR 2016 SUMMER READING | $15,000 |
| LAMAR EDUCATIONAL AWARDS FOUNDATION | |||||||
| 3911 AVE I | ROSENBERG | TX | 77471 | NONE | PC | TO SUPPORT GIRLS ON THE RUN AFTER SCHOOL PROGRAM ON 7 LCISD CAMPUSES | $25,000 |
| 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 |
| MORTON CEMETERY ASSOCIATION | |||||||
| 900 MORTON STREET | RICHMOND | TX | 77469 | NONE | NC | MAINTAIN HISTORICALLY SIGNIFICANT CEMETERY FOR CULTURE & EDUCATIONAL PURPOSES | $60,000 |
| PREGNANCY RESOURCE MEDICAL CENTER OF FT BEND COUNTY | |||||||
| 2918 AVE I | ROSENBERG | TX | 77471 | NONE | PC | FOR NURSE MANAGER SALARY | $25,000 |
| FORT BEND HABITAT FOR HUMANITY | |||||||
| 13570 MURPHY ROAD | STAFFORD | TX | 77477 | NONE | PC | FOR GENERAL OPERATING SUPPORT & TO MEET THE GROWING NEEDS OF THE AFFILIATE | $50,000 |
| GRANT MANAGERS NETWORK INC | |||||||
| 1666 K STREET NW SUITE 440 | WASHINGTON | DC | 20006 | NONE | PC | CONTRIBUTION | $3,000 |
| 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 | $9,000 |
| ST JOHN'S SCHOOL | |||||||
| 2401 CLAREMONT LANE | HOUSTON | TX | 77019 | NONE | PC | CONSTRUCTION OF GREAT HALL, IN MEMORY OF JIM ELKINS | $125,000 |
| INSTITUTE FOR SPIRITUALITY & HEALTH AT THE TEXAS MEDICAL CENTER | |||||||
| 8100 GREENBRIAR 200 | HOUSTON | TX | 77054 | NONE | PC | GENERAL OPERATING SUPPORT | $135,000 |
| THE TSTC FOUNDATION | |||||||
| 3801 CAMPUS DR | WACO | TX | 767051607 | NONE | PC | SCHOLARSHIPS FOR STUDENTS ATTENDING TSTC | $100,000 |
| THE TSTC FOUNDATION | |||||||
| 3801 CAMPUS DR | WACO | TX | 767051607 | NONE | PC | SALARY OF VETERANS RECRUITER | $50,000 |
| TSTC SYSTEM | |||||||
| 3801 CAMPUS DR | WACO | TX | 76705 | NONE | GOV | DONATION OF 36.975 ACRES OF LAND AT 26706 SW FREEWAY FOR TSTC FORT BEND CAMPUS | $3,788,272 |
| WEST FORT BEND MANAGEMENT DISTRICT | |||||||
| PO BOX 1688 | RICHMOND | TX | 77406 | NONE | GOV | FUND PORTION OF EXECUTIVE DIRECTOR'S SALARY | $25,000 |
| JUST DO IT NOW INC | |||||||
| PO BOX 787 | WHARTON | TX | 77488 | NONE | PC | GENERAL OPERTING SUPPORT | $25,000 |
| MEMORIAL HERMANN FOUNDATION | |||||||
| 929 GESSNER SUITE 2650 | HOUSTON | TX | 77024 | NONE | PC | SUPPORT THE DELIVERY OF FREE SERVICES TO AT RISK CHILDREN AT LAMAR & TERRY HEALTH CTRS | $25,000 |
| OUR LADY OF GUADALUPE CATHOLIC CHURCH | |||||||
| 1600 AVENUE D | ROSENBERG | TX | 77471 | NONE | PC | TO SUPPORT RELIEF EFFORTS FOLLOWING MAY 2016 FLOOD OF BRAZOS RIVER | $5,000 |
| RICHMOND OILERS FOOTBALL & CHEER | |||||||
| PO BOX 1426 | RICHMOND | TX | 77406 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SER-JOBS FOR PROGRESS | |||||||
| 201 BROADWAY STREET | HOUSTON | TX | 77012 | NONE | PC | PROVIDE WORKFORCE DEVELOPMENT SERVICES IN RICHMOND & ROSENBERG | $50,000 |
| SIRE INC | |||||||
| 11211 KATY FREEWAY SUITE 660 | HOUSTON | TX | 77079 | NONE | PC | PROGRAM SUPPORT | $35,000 |
| SPAULDING FOR CHILDREN | |||||||
| 6925 PORTWEST DRIVE SUITE 110 | HOUSTON | TX | 77024 | NONE | PC | TO SUPPORT FORT BEND POST ADOPTION PROGRAM EXPANSION | $25,000 |
| ST MARK'S EPISCOPAL SCHOOL | |||||||
| 7615 FM 762 | RICHMOND | TX | 77469 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| THE HARRIS SCHOOL | |||||||
| 6210 ROOKIN STREET | HOUSTON | TX | 77074 | NONE | PC | TO SUPPORT SCHOLARSHIP PROGRAM | $20,000 |
| TSTC FOUNDATION | |||||||
| 3801 CAMPUS DR | WACO | TX | 76705 | NONE | PC | TO ESTABLISH STUDENT OPPORTUNITY FUND | $25,000 |
| UNIVERSITY OF MARY HARDIN-BAYLOR | |||||||
| BOX 8433 | BELTON | TX | 76513 | NONE | PC | ESTABLISH ENDOWED SCHOLARSHIP FUND | $92,858 |
| UNIVERSITY OF NORTH TEXAS FOUNDATION | |||||||
| 1155 UNION CIRCLE 311250 | DENTON | TX | 76203 | NONE | PC | TO SUPPORT UNT LIBRARIES / MATCH CHALLENGE GRANT | $25,000 |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON | |||||||
| 7000 FANNIN STE 1200 | HOUSTON | TX | 77030 | NONE | GOV | TO SUPPORT RESEARCH FOR BIPOLAR DISORDER TYPE I & II IN CHILDREN | $25,000 |
| YMCA OF GREATER HOUSTON TW DAVIS | |||||||
| 911 THOMPSON HYW | RICHMOND | TX | 77469 | NONE | PC | YMCA OUTREACH PROGRAMS AT JANE LONG ELEMENARY & SUPPORT OUTREACH DIRECTOR POSITION | $84,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,423,156 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (22 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 | $1,000,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 2225 NORTH LOOP WEST | HOUSTON | TX | 77008 | NONE | PC | SUPPORT SCOUTING IN FORT BEND COUNTY WITH FOCUS ON AT-RISK YOUTH | $35,000 |
| 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 | $420,000 |
| CHILD ADVOCATES OF FORT BEND | |||||||
| 5403 AVE N | ROSENBERG | TX | 77471 | NONE | PC | UNRESTRICTED FUNDS TO VOICES FOR CHILDREN SUSTAINABLE GIVING INITIATIVE | $25,000 |
| EPISCOPAL THEOLOGICAL SEMINARY OF THE SOUTHWEST | |||||||
| PO BOX 2247 | AUSTIN | TX | 78768 | NONE | PC | FOR ACCREDITATION FACILITATION, AND TO SUPPORT PROFESSOR SALARIES | $333,000 |
| FORT BEND SENIORS MEALS ON WHEELS | |||||||
| PO BOX 1488 | ROSENBERG | TX | 77471 | NONE | PC | CONSTRUCT KITCHEN & ADMIN BUILDING | $800,000 |
| FORT BEND WOMEN'S CENTER | |||||||
| P O BOX 183 | RICHMOND | TX | 77406 | NONE | PC | SUPPORT FOR WELLNESS & STABILITY PROGRAM FOR SURVIVORS OF DOMESTIC ABUSE | $75,000 |
| MORTON CEMETERY ASSOCIATION | |||||||
| 900 MORTON STREET | RICHMOND | TX | 77469 | NONE | NC | MAINTAIN HISTORICALLY SIGNIFICANT CEMETERY FOR CULTURE & EDUCATIONAL PURPOSES | $420,000 |
| PREGNANCY RESOURCE MEDICAL CENTER OF FT BEND COUNTY | |||||||
| 2918 AVE I | ROSENBERG | TX | 77471 | NONE | PC | NURSE MANAGER SALARY SUPPORT | $25,000 |
| SCHOLARSHIP AMERICA | |||||||
| PO BOX 240 | ST PETER | MN | 560820240 | NONE | PC | 3 $2,500 SCHOLARSHIPS FOR BLANCO ISD FFA STUDENTS | $7,500 |
| CHILD ADVOCATES OF FORT BEND | |||||||
| 5403 AVE N | ROSENBERG | TX | 77471 | NONE | PC | SUPPORT COLLABORATIVE FAMILTY ENGAGEMENT PROGRAM | $70,000 |
| THE TSTC FOUNDATION | |||||||
| 3801 CAMPUS DRIVE | WACO | TX | 767051607 | NONE | PC | TO CONSTRUCT EDUCATION BUILDING & SITE WORK ON 37 ACRE TSTC ROSENBERG CAMPUS | $11,398,480 |
| CITY OF RICHMOND | |||||||
| 402 MORTON STREET | RICHMOND | TX | 77469 | NONE | GOV | ENGINEERING SERVIES / DESIGN OF WAYSIDE HORN DEVICES AT CROSSINGS IN RICHMOND/ROSENBERG | $50,000 |
| FORT BEND COUNTY | |||||||
| 301 JACKSON STREET | RICHMOND | TX | 77469 | NONE | GOV | FBC COLLABORATIVE INFORAMTION SYSTEM (FBCCIS) & SALARY OF FBCCIS PROGRAM COORDINATOR | $12,500 |
| FORT BEND COUNTY MUSEUM ASSOCIATION | |||||||
| PO BOX 460 | RICHMOND | TX | 77406 | NONE | PC | OPERATING SUPPORT | $50,000 |
| 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 | $60,000 |
| ST MARK'S EPISCOPAL SCHOOL | |||||||
| 7615 FM 762 | RICHMOND | TX | 77469 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| UNITED WAY OF GREATER HOUSTON | |||||||
| PO BOX 3247 | HOUSTON | TX | 77253 | NONE | PC | SUPPORT FOR COLLABORATIVE RECOVERY EFFORTS DUE TO 2016 BRAZOS RIVER FLOOD | $600,000 |
| WEST FORT BEND MANAGEMENT DISTRICT | |||||||
| PO BOX 1688 | RICHMOND | TX | 77406 | NONE | GOV | SALARY SUPPORT FOR EXECUTIVE DIRECTOR POSITION | $25,000 |
| WHARTON COUNTY JUNIOR COLLEGE | |||||||
| 911 BOLING HIGHWAY | WHARTON | TX | 77488 | NONE | GOV | SCHOLARSHIPS FOR GRADUATING SENIOR STUDENTS FROM LAMAR CONSOLIDATED HS OR TERRY HS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $15,836,480 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,059,152 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,142,458 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $76,396 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900000 | BusinessCd |
| Unrelated Business Taxbl Incm | $12,904 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,651,630 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $700,126 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $12,904 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,629,762 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,642,666 | 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 | $45,000 | Amt |
| Net Investment Income | $18,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $27,000 | 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 | 2016-03-09 | 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, 2017 | 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 | $28,086,797 | EOYBookValueAmt |
| EOYFMV | $27,862,840 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $51,051,543 | $58,673,674 |
| MUTUAL FUNDS | $31,457,363 | $33,429,555 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $19,566,731 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $19,486,549 | 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 | $189,202 | $737,835 | $210,303 |
| AUTOMOBILE | $79,110 | $79,110 | $0 | $20,000 |
| LAND HELD FOR INVESTMENT | $18,695,103 | $0 | $18,695,103 | $49,171,147 |
| FURNITURE & FIXTURES | $313,245 | $268,076 | $45,169 | $45,168 |
| LAND IMPROVEMENTS | $805,576 | $185,881 | $619,695 | $619,695 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIPS | AT COST | $6,630,042 | $6,690,406 |
| REAL ESTATE FUNDS | AT COST | $8,197,648 | $8,575,981 |
| ALTERNATIVE INVESTMENTS | AT COST | $8,740,414 | $8,734,066 |
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 | $85,999 | $81,995 | $81,996 |
| WS BUILDING | $4,815,494 | $541,440 | $4,274,054 | $2,096,605 |
| WS AUTO & WATER PLANT | $305,298 | $70,672 | $234,626 | $52,000 |
| WS LAND | $101,250 | $0 | $101,250 | $239,400 |
| LAR FURNITURE & FIXTURES | $195,816 | $40,713 | $155,103 | $155,105 |
| LAR BUILDING | $1,033,977 | $147,229 | $886,748 | $886,748 |
| 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 | $94,468 | LegalFeesAmt |
| Net Investment Income | $92,608 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,860 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INTANGIBLE ASSETS | Desc |
| BOY Book Value | $4,814,680 | BOYBookValueAmt |
| EOY Book Value | $4,585,409 | 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 | $38,413 | $27,476 | $0 | $10,937 |
| BANK & INVESTMENT MGMT FEES | $544,264 | $544,264 | $0 | $0 |
| CONTRACT SERVICES | $105,430 | $8,770 | $0 | $96,660 |
| DUES & SUBSCRIPTIONS | $13,658 | $5,463 | $0 | $8,195 |
| EXPENSE REIMBURSEMENTS | -$25,565 | -$10,225 | $0 | -$15,340 |
| INSURANCE | $120,584 | $40,195 | $0 | $80,389 |
| MANAGEMENT - LAR | $83,596 | $0 | $0 | $83,596 |
| MAINTENANCE & REPAIR | $363,296 | $77,745 | $0 | $285,551 |
| JANITOR | $15,240 | $6,096 | $0 | $9,144 |
| UTILITIES | $104,448 | $17,875 | $0 | $86,573 |
| MAINTENANCE - WATER PLANT | $9,393 | $0 | $0 | $9,393 |
| SUPPLIES | $59,422 | $12,106 | $0 | $47,316 |
| MISCELLANEOUS | $22,073 | $7,735 | $0 | $14,338 |
| EAGLE NONDEDUCTIBLE EXPENSE | $1,016 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OIL & GAS ROYALTIES | $11,990,750 | $11,990,750 |
| MISCELLANEOUS INCOME | $14,818 | $14,818 |
| WELL SPRINGS INCOME | $15,325 | $15,325 |
| K-1 CAPITAL ROYALTY | -$57,977 | -$57,977 |
| K-1 PARAMETRIC DEF | $455,830 | $455,830 |
| K-1 EAGLE INC | $159,364 | $159,364 |
| K-1 GENIV CAPITAL PARTNERS II | $73,520 | $73,520 |
| EAGLE INCOME K-1 UBTI | $12,904 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS FMV OVER BASIS OF DONATED LAND | Desc |
| Amt | $452,928 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER CONSULTING | CategoryTxt |
| Amt | $250,794 | Amt |
| Net Investment Income | $224,107 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $26,687 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $280,879 | $0 | $0 | $0 |
| AD VALOREM | $223,970 | $215,957 | $0 | $8,013 |
| PRODUCTION TAX | $234,817 | $234,817 | $0 | $0 |
| FOREIGN | $84,937 | $84,937 | $0 | $0 |
| PAYROLL | $79,968 | $23,921 | $0 | $56,047 |
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