HENDERSON-WESSENDORFF FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HENDERSON-WESSENDORFF FOUNDATION (EIN 74-6047149)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-09-08
- IRS object ID
- 201612529349100751
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-09-08T16:40:52-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-09-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SU WAH | PreparerPersonNm |
| PTIN | P01321749 | PTIN |
| Phone | 7136291381 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $237,169,075 | 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 | $692,918 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $692,918 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,981,228 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,981,228 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,290,558 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $86,529,660 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,309,517 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $26,461,276 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $26,461,276 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $32,425,980 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,444,939 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $961,664 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $321,204 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $640,460 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $616,678 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $176,830 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $439,848 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $135,415 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $36,995 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $98,420 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $65,316 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $52,253 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,063 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $47,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $37,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,400 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $235,635 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $188,508 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $47,127 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,506,197 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $848,863 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $63,387 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $486,418 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $308,312 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $21,219 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $8,488 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,731 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,748,668 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $857,489 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $807,329 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,824,210 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,836,542 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,131,765 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,279,751 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,279,751 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,103,961 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,836,542 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,411,516 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,322,019 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,608,397 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,000 | CashBOYAmt |
| Cash EOY | $1,000 | CashEOYAmt |
| Cash EOYFMV | $1,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,588,048 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,285,437 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,285,437 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,856,484 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,698,008 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,856,484 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,856,484 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $453,527 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $310,556 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $310,556 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $10,348,337 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $12,572,949 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $12,470,891 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $96,842,653 | CorporateStockBOYAmt |
| Corporate Stock EOY | $96,609,572 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $97,012,583 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,735,706 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,727,456 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,535,023 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $24,155,413 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $649,137 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $35,764,005 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $23,506,276 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $23,911,565 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $10,408,799 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,943,910 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,220,939 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,665,707 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $662,353 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,835,739 | LandBOYAmt |
| Land EOY | $7,003,354 | LandEOYAmt |
| Land EOYFMV | $7,564,597 | LandEOYFMVAmt |
| Other Assets BOY | $5,043,951 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,814,680 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $34,000,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $186,719,773 | TotalAssetsBOYAmt |
| Total Assets EOY | $206,631,674 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $237,169,075 | 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 | $186,719,773 | RetainedEarningBOYAmt |
| Retained Earning EOY | $206,631,674 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $186,719,773 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $206,631,674 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $186,719,773 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $206,631,674 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $186,719,773 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,322,019 | ExcessRevenueOverExpensesAmt |
| Other Increases | $589,882 | OtherIncreasesAmt |
| Subtotal | $206,631,674 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $206,631,674 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $67,017,783 | $67,156,325 | -$138,542 | -$138,542 | ||
| CAPITAL GAIN DIVIDENDS | P | $189,388 | $189,388 | $189,388 | |||
| PARTNERSHIP GAIN /LOSS | P | $50,438 | -$50,438 | -$50,438 | |||
| GAIN ON RECOVERY OF LID | P | $241,097 | $241,097 | $241,097 | |||
| LAND SALE - JOHNSON DEV CORP | P | $19,023,992 | $16,013,380 | $3,010,612 | $3,010,612 | 2013-09-24 | 2015-11-08 |
| WASH SALES - PUBLICLY TRADED SECURITIES | P | $0 | $0 | ||||
| REGENCY RIGHT OF WAY | P | $57,400 | $57,400 | $57,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,309,517 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,639,865 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $216,169,866 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035342 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,273,398 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $184,957,838 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050138 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,163,832 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $162,284,391 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.031820 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,074,292 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $21,434,679 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.096773 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $805,338 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,073,715 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.099748 | DistributionYr5Rt |
| Total Distribution | 0.313821 | TotalDistributionRt |
| Average Distribution | 0.062764 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $227,720,237 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,292,633 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $296,084 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,588,717 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,757,233 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $592,168 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $592,168 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $592,168 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $881,860 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $881,860 | TotalPaymentsAndCreditsAmt |
| Overpayment | $289,692 | OverpaymentAmt |
| Applied To ES Tax | $289,692 | 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 | 30.00 | $50,000 | $0 | $0 |
| CHARLES PAT MCDONALD | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | PRESIDENT | 40.00 | $340,000 | $23,307 | $0 |
| JACK H MOORE | ||||||||
| 2116 THOMPSON ROAD SUITE 116 | RICHMOND | TX | 77469 | SECRETARY / LEGAL | 10.00 | $133,846 | $0 | $0 |
| BEN JONES | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | CFO | 40.00 | $235,000 | $20,157 | $0 |
| LANE WARD | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | DIRECTOR | 2.00 | $17,700 | $0 | $0 |
| BARBARA BLEIL | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | DIRECTOR | 2.00 | $16,500 | $0 | $0 |
| SETH DELEERY | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | DIRECTOR | 2.00 | $16,500 | $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 | $92,764 | $15,890 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 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 | $74,765 | $15,350 | $0 |
| MARIA D CRUZ | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | ADM. ASST | 40.00 | $65,757 | $15,080 | $0 |
| TODD MABRY | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | MANAGER | 30.00 | $65,534 | $15,073 | $0 |
| MARY ANN MCDONALD | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | OFFICE MGR | 35.00 | $59,688 | $1,791 | $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 | $193,846 |
| JACKSON SJOBERG MCCARTHY & TOWNSEND LLP | |||||
| 711 WEST 7TH ST | AUSTIN | TX | 78701 | LEGAL | $62,356 |
| 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 RETREAT FACILITY OFFERED FOR USE BY UNRELATED TAX-EXEMPT ORGANIZATIONS TO HOLD RETREATS, RELIGIOUS AND EDUCATIONAL EVENTS. UTILIZED BY 3,125 ATTENDEES FROM 35 ORGANIZATIONS IN 2015. | Description1Txt |
| Expenses1 | $643,994 | Expenses1Amt |
| Description2 | OPERATION OF LONG ACRES RANCH, WHICH IS USED AS A NATURE PRESERVE AND FOR HOSTING OUTDOOR ACTIVITIES FOR BOY SCOUTS AND SIMILAR ORGANIZATIONS. UTILIZED BY 715 ATTENDEES IN 2015. | Description2Txt |
| Expenses2 | $428,639 | 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 | $141,796,678 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,624,052 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $79,767,328 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $231,188,058 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $231,188,058 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,467,821 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $227,720,237 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,386,012 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,386,012 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $592,168 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $592,168 | TotalTaxAmt |
| Distributable Before Adj | $10,793,844 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,793,844 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,793,844 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,411,516 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,345,717 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $10,757,233 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,757,233 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,793,844 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,067,667 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,757,233 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,067,667 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,689,566 | 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 | $2,104,278 | 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 (48 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 | 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 | $160,000 |
| BAYLOR COLLEGE OF MEDICINE | |||||||
| ONE BAYLOR PLAZA | HOUSTON | TX | 77030 | NONE | PC | TO CONSTRUCT THE RESEARCH INSTITUTE & OUTPATIENT CENTER ON THE MENNINGER CLINIC CAMPUS | $100,000 |
| BLESSED BE HOPE FOR THREE INC | |||||||
| 11104 W AIRPORT BLVD STE 150 | STAFFORD | TX | 77477 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $50,000 |
| BLANCO VOLUNTEER FIRE DEPARTMENT | |||||||
| P O BOX 868 | BLANCO | TX | 786060868 | NONE | PC | GENERAL OPERATING SUPPORT | $500 |
| CALVARY EPISCOPAL SCHOOL INC | |||||||
| 1201 AUSTIN | RICHMOND | TX | 77469 | NONE | PC | TO PURCHASE NEW AIR CONDITIONING UNIT AND TEACHING SOFTWARE, PROVIDE FINANCIAL AID | $80,500 |
| BOYS AND GIRLS CLUBS OF GREATER HOUSTON INC | |||||||
| 815 CROSBY STREET | HOUSTON | TX | 77019 | NONE | PC | TO CONSTRUCT A NEW CLUB IN RICHMOND, TEXAS TO SERVE THE RICHMOND AND ROSENBERG AREAS | $175,000 |
| BOYS AND GIRLS CLUBS OF GREATER HOUSTON INC | |||||||
| 815 CROSBY STREET | HOUSTON | TX | 77019 | NONE | PC | BUILD, OPERATE, AND PROVIDE PROGRAMMING FOR NEW CLUB IN RICHMOND | $225,000 |
| CHILDREN'S MUSEUM OF HOUSTON | |||||||
| 1500 BINZ | HOUSTON | TX | 77004 | NONE | PC | SUPPORT PARENT STARS PROGRAM IN LAMAR CISD SCHOOLS IN RICHMOND & ROSENBERG | $19,250 |
| BRAZOS BEND GUARDIANSHIP SERVICES | |||||||
| PO BOX 72 | ROSENBERG | TX | 77471 | NONE | PC | OPERATING SUPPORT | $30,000 |
| BUGGY BARN MUSEUM | |||||||
| PO BOX 504 | BLANCO | TX | 786060504 | NONE | PC | GENERAL OPERATING SUPPORT | $250 |
| 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 |
| CHILDREN'S MUSEUM OF HOUSTON | |||||||
| 1500 BINZ | HOUSTON | TX | 77004 | NONE | PC | PROVIDE 4 FAMILY LEARNING EVENTS & 5 PARENT WORKSHOPS AT LCISD SCHOOLS | $21,000 |
| 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 | PROGRAM FOR INFANTS AND TODDLERS | $60,000 |
| CITY OF ROSENBERG | |||||||
| 2110 FOURTH STREET | ROSENBERG | TX | 77471 | NONE | GOV | 5.119 ACRES OF LAND FOR GRAEBER RD & MONS AVE RIGHT OF WAY | $524,481 |
| COLLEGE COMMUNITY CAREER | |||||||
| 12926 DAIRY ASHFORD 110 | SUGAR LAND | TX | 77478 | NONE | PC | TO EXPAND COLLEGECOMMUNITYCAREER PROGRAM IN LCISD FOR 1ST GENERATION HIGH SCHOOLERS | $40,000 |
| DEPELCHIN CHILDREN'S CENTER | |||||||
| 4950 MEMORIAL DRIVE | HOUSTON | TX | 77007 | NONE | PC | TO SUPPORT GENERAL OPERATING EXPENSES OF RESIDENTIAL TREATMENT CENTER IN RICHMOND | $100,000 |
| DEPRESSION & BIPOLAR SUPPORT ALLIANCE | |||||||
| PO BOX 27607 | HOUSTON | TX | 77227 | NONE | PC | TO PROVIDE FREE SUPPORT GROUPS FOR FAMILIES AFFECTED BY DEPRESSION & BIPOLAR DISORDERS | $23,750 |
| ESCAPE FAMILY RESOURCE CENTER | |||||||
| 2410 HAMILTON ST | HOUSTON | TX | 77004 | NONE | PC | "BUILDING CONFIDENT FAMILIES" & "EMPOWERED FOR MOTHERHOOD" PROGRAMS FOR WOMEN AND CHILDREN | $12,500 |
| FORT BEND COUNTY | |||||||
| 301 JACKSON STREET | RICHMOND | TX | 77469 | NONE | GOV | IMPLEMENT DATA COLLECTION AND SHARING SYSTEM | $25,000 |
| EPISCOPAL THEOLOGICAL SEMINARY OF THE SOUTHWEST | |||||||
| PO BOX 2247 | AUSTIN | TX | 78768 | NONE | PC | FOR ACCREDITATION FACILITATION & ASSESSMENT SERVICES, AND TO SUPPORT PROFESSOR SALARIES | $277,500 |
| FORT BEND COUNTY MUSEUM ASSOCIATION | |||||||
| PO BOX 460 | RICHMOND | TX | 77406 | NONE | PC | REPAIR LONG SMITH COTTAGE ON MUSEUM PROPERTY | $9,350 |
| FORT BEND CARES | |||||||
| PO BOX 17748 | SUGAR LAND | TX | 77496 | NONE | PC | IMPROVEMENTS TO COMMUNITY PARK IN DISADVANTAGED AREA OF ROSENBERG | $20,000 |
| 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 | $63,000 |
| FORT BEND FORWARD INC | |||||||
| 445 COMMERCE GREEN BLVD | SUGAR LAND | TX | 774783539 | NONE | PC | SCHOLARSHIPS FOR YOUTH IN PHILANTHROPY PARTICIPANTS | $20,000 |
| FORT BEND SENIORS MEALS ON WHEELS | |||||||
| PO BOX 1488 | ROSENBERG | TX | 77471 | NONE | PC | GENERAL OPERATING SUPPORT | $30,000 |
| FORT BEND FORWARD INC | |||||||
| 445 COMMERCE GREEN BLVD | SUGAR LAND | TX | 774783539 | NONE | PC | TO PROVIDE 4 PART CAPACITY BUILDING SERIES, "BACK TO BASICS" FOR AREA NONPROFITS | $10,000 |
| HOUSTON GALVESTON INSTITUTE | |||||||
| 2990 RICHMOND AVE STE 530 | HOUSTON | TX | 77098 | NONE | PC | TO PROVIDE THERAPISTS AND COUNSELING SERVICES IN CONJUNCTION WITH ATTACK POVERTY | $25,000 |
| 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 HOSPICE | |||||||
| 1905 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PC | SUPPORT HOSPICE CARE AND PROVIDE BEREAVEMENT SERVICES IN RICHMOND, TX | $100,000 |
| PREGNANCY RESOURCE MEDICAL CENTER OF FT BEND COUNTY | |||||||
| 2918 AVE I | ROSENBERG | TX | 77471 | NONE | PC | FOR NURSE MANAGER SALARY | $25,000 |
| ROSENBERG RAILROAD MUSEUM | |||||||
| PO BOX 369 | ROSENBERG | TX | 77471 | NONE | PC | FOR GENERAL OPERATING SUPPORT, AND TO HIRE PART-TIME EDUCATION COORDINATOR | $45,000 |
| LAMAR EDUCATIONAL AWARDS FOUNDATION | |||||||
| 3911 AVE I | ROSENBERG | TX | 77471 | NONE | PC | HELP UNDERPRIVILEGED LAMAR CHS BAND STUDENTS TRAVEL AND PARTICIPATE | $10,000 |
| LAMAR EDUCATIONAL AWARDS FOUNDATION | |||||||
| 3911 AVE I | ROSENBERG | TX | 77471 | NONE | PC | CREATE CLASSROOM LIBRARIES AT PINK ELEMENTARY | $23,200 |
| LITERACY COUNCIL OF FORT BEND COUNTY | |||||||
| 12530 EMILY COURT | SUGAR LAND | TX | 77478 | NONE | PC | OPERATING FUNDS TO SUPPORT LITERACY PROGRAM, BLDG MAINTENACE | $30,000 |
| ROSENBERG-RICHMOND HELPING HANDS INC | |||||||
| PO BOX 1268 | RICHMOND | TX | 77469 | NONE | PC | TO SUPPORT PURCHASE OF APRICOT DATABASE SOFTWARE WITH 24 MONTHS OF USE & DATA STORAGE | $5,400 |
| MORTON CEMETERY ASSOCIATION | |||||||
| 900 MORTON STREET | RICHMOND | TX | 77469 | NONE | NC | MAINTAIN HISTORICALLY SIGNIFICANT CEMETERY FOR CULTURE & EDUCATIONAL PURPOSES | $60,000 |
| SCHOLARSHIP AMERICA | |||||||
| PO BOX 240 | ST PETER | MN | 560820240 | NONE | PC | FEE FOR ADMINISTRATION OF 3 $2,500 SCHOLARSHIPS AWARDED BY BLANCO ISD FFA | $1,500 |
| TEXAS A&M AGRILIFE EXTENSION | |||||||
| 2261 TAMU 600 JOHN KIMBROUGH BLVD | COLLEGE STATION | TX | 778432261 | NONE | GOV | PURCHASE KAYAKS AND ALUMINUM BOAT FOR EDUCATIONAL PURPOSES AT LONG ACRES RANCH | $23,300 |
| ST JOHN'S SCHOOL | |||||||
| 2401 CLAREMONT LANE | HOUSTON | TX | 77019 | NONE | PC | CONSTRUCTION OF GREAT HALL, IN MEMORY OF JIM ELKINS | $125,000 |
| THE TSTC FOUNDATION | |||||||
| 3801 CAMPUS DR | WACO | TX | 767051607 | NONE | PC | TO CONSTUCT EDUCATION BUILDING, INCLUDING SITE WORK, ON 37 ACRES IN ROSENBERG, TX | $26,823 |
| TSTC SYSTEM | |||||||
| 3801 CAMPUS DR | WACO | TX | 76705 | NONE | GOV | DONATION OF 37.94 ACRES OF LAND AT 26706 SW FREEWAY FOR TSTC FORT BEND CAMPUS | $3,887,247 |
| THE TSTC FOUNDATION | |||||||
| 3801 CAMPUS DR | WACO | TX | 767051607 | NONE | PC | SUPPORT FORT BEND DEVELOPMENT DIRECTOR | $20,000 |
| WEST FORT BEND MANAGEMENT DISTRICT | |||||||
| PO BOX 1688 | RICHMOND | TX | 77406 | NONE | GOV | FUND PORTION OF EXECUTIVE DIRECTOR'S SALARY | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,279,751 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 | $560,000 |
| EPISCOPAL THEOLOGICAL SEMINARY OF THE SOUTHWEST | |||||||
| PO BOX 2247 | AUSTIN | TX | 78768 | NONE | PC | FOR ACCREDITATION FACILITATION, AND TO SUPPORT PROFESSOR SALARIES | $666,000 |
| FORT BEND WOMEN'S CENTER | |||||||
| P O BOX 183 | RICHMOND | TX | 77406 | NONE | PC | SUPPORT FOR WELLNESS & STABILITY PROGRAM FOR SURVIVORS OF DOMESTIC ABUSE | $150,000 |
| PREGNANCY RESOURCE MEDICAL CENTER OF FT BEND COUNTY | |||||||
| 2918 AVE I | ROSENBERG | TX | 77471 | NONE | PC | NURSE MANAGER SALARY SUPPORT | $50,000 |
| ACCESSHEALTH | |||||||
| 400 AUSTIN STREET | RICHMOND | TX | 77469 | NONE | PC | GENERAL OPERATING SUPPORT | $1,500,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 2225 NORTH LOOP WEST | HOUSTON | TX | 77008 | NONE | PC | SUPPORT AT RISK YOUTH | $70,000 |
| CHILD ADVOCATES OF FORT BEND | |||||||
| 5403 AVE N | ROSENBERG | TX | 77471 | NONE | PC | UNRESTRICTED FUNDS TO VOICES FOR CHILDREN SUSTAINABLE GIVING INITIATIVE | $50,000 |
| FORT BEND SENIORS MEALS ON WHEELS | |||||||
| PO BOX 1488 | ROSENBERG | TX | 77471 | NONE | PC | CONSTRUCT KITCHEN & ADMIN BUILDING | $900,000 |
| 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 | $400,000 |
| MORTON CEMETERY ASSOCIATION | |||||||
| 900 MORTON STREET | RICHMOND | TX | 77469 | NONE | NC | MAINTAIN HISTORICALLY SIGNIFICANT CEMETERY FOR CULTURE & EDUCATIONAL PURPOSES | $480,000 |
| 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 |
| SCHOLARSHIP AMERICA | |||||||
| PO BOX 240 | ST PETER | MN | 560820240 | NONE | PC | 3 $2,500 SCHOLARSHIPS FOR BLANCO ISD FFA STUDENTS | $7,500 |
| ST JOHN'S SCHOOL | |||||||
| 2401 CLAREMONT LANE | HOUSTON | TX | 77019 | NONE | PC | CONSTRUCTION OF GREAT HALL COMPLEX IN MEMORY OF JIM ELKINS | $125,000 |
| TSTC SYSTEM | |||||||
| 3801 CAMPUS DRIVE | WACO | TX | 76705 | NONE | GOV | DONATION OF 36.975 ACRES OF LAND FOR ESTABLISHMENT OF TSTC ROSENBERG CAMPUS | $3,788,272 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $20,145,252 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $692,918 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,981,228 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,461,276 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,290,558 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $32,425,980 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,425,980 | 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 | $47,000 | Amt |
| Net Investment Income | $37,600 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,400 | 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 | 2015-03-11 | 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 10, 2016 | DatesOfReportsByGranteeTxt |
| Verification | 2016-02-10 | VerificationDt |
| 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 | $11,727,456 | EOYBookValueAmt |
| EOYFMV | $11,535,023 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $52,432,840 | $54,441,541 |
| MUTUAL FUNDS | $44,176,732 | $42,571,042 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $12,572,949 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $12,470,891 | 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 | $169,707 | $757,330 | $874,631 |
| AUTOMOBILE | $79,110 | $79,110 | $0 | $21,000 |
| LAND HELD FOR INVESTMENT | $22,030,447 | $0 | $22,030,447 | $22,472,734 |
| FURNITURE & FIXTURES | $313,243 | $250,577 | $62,666 | $62,667 |
| LAND IMPROVEMENTS | $805,576 | $149,743 | $655,833 | $480,533 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIPS | AT COST | $14,941,710 | $15,213,860 |
| REAL ESTATE FUNDS | AT COST | $1,002,200 | $1,007,079 |
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 | $60,285 | $107,709 | $107,710 |
| WS BUILDING | $4,240,472 | $422,925 | $3,817,547 | $3,586,638 |
| WS AUTO & WATER PLANT | $259,187 | $53,138 | $206,049 | $206,049 |
| WS LAND | $101,250 | $0 | $101,250 | $147,780 |
| LAR FURNITURE & FIXTURES | $112,066 | $18,721 | $93,345 | $93,345 |
| LAR BUILDING | $1,003,178 | $107,284 | $895,894 | $915,885 |
| LAR LAND | $1,781,560 | $0 | $1,781,560 | $2,507,190 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $65,316 | LegalFeesAmt |
| Net Investment Income | $52,253 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $13,063 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INTANGIBLE ASSETS | Desc |
| BOY Book Value | $5,043,951 | BOYBookValueAmt |
| EOY Book Value | $4,814,680 | EOYBookValueAmt |
| EOYFMV | $34,000,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AUTO & TRUCK | $38,477 | $25,540 | $0 | $12,937 |
| BANK & INVESTMENT MGMT FEES | $696,296 | $696,296 | $0 | $0 |
| CONTRACT SERVICES | $75,196 | $10,292 | $0 | $64,904 |
| DUES & SUBSCRIPTIONS | $16,689 | $6,676 | $0 | $10,013 |
| EXPENSE REIMBURSEMENTS | -$23,042 | -$9,217 | $0 | -$13,825 |
| INSURANCE | $146,924 | $14,018 | $0 | $132,906 |
| MANAGEMENT - LAR | $189,000 | $0 | $0 | $189,000 |
| MAINTENANCE & REPAIR | $307,741 | $69,073 | $0 | $238,668 |
| JANITOR | $13,912 | $5,565 | $0 | $8,347 |
| UTILITIES | $118,203 | $17,260 | $0 | $100,943 |
| MAINTENANCE - WATER PLANT | $18,966 | $0 | $0 | $18,966 |
| SUPPLIES | $46,511 | $15,306 | $0 | $31,205 |
| MISCELLANEOUS | $19,944 | $6,680 | $0 | $13,265 |
| EAGLE UBTI NET LOSS EXCL DIVIDEND | $83,193 | $0 | $0 | $0 |
| EAGLE NONDEDUCTIBLE EXPENSE | $658 | $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 | $26,049,194 | $26,049,194 |
| RENTAL & R.O.W. INCOME | $187,958 | $187,958 |
| MISCELLANEOUS INCOME | $53,307 | $53,307 |
| WELL SPRINGS INCOME | $16,099 | $16,099 |
| K-1 CAPITAL ROYALTY | -$83,697 | -$83,697 |
| K-1 PARAMETRIC DEF | $324,543 | $324,543 |
| K-1 EAGLE INC | -$61,200 | -$61,200 |
| K-1 GENIV CAPITAL PARTNERS II | -$24,928 | -$24,928 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS FMV OVER BASIS OF DONATED LAND | Desc |
| Amt | $589,882 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER CONSULTING | CategoryTxt |
| Amt | $235,635 | Amt |
| Net Investment Income | $188,508 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $47,127 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $592,168 | $0 | $0 | $0 |
| AD VALOREM | $578,024 | $571,361 | $0 | $6,663 |
| PRODUCTION TAX | $180,596 | $180,596 | $0 | $0 |
| FOREIGN | $72,916 | $72,916 | $0 | $0 |
| PAYROLL | $80,714 | $23,990 | $0 | $56,724 |
| PENALTY | $1,779 | $0 | $0 | $0 |
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