2016-09-08T16:40:52-05:00 2015-12-31 741067601 MOHLE ADAMS 3900 ESSEX LANE SUITE 1000 HOUSTON TX 77027 990PF 2015-01-01 746047149 THE HENDERSON-WESSENDORFF FOUNDATION HEND 2813422044 611 MORTON STREET RICHMOND TX 77469 BEN JONES VICE PRESIDENT & CFO 2813422044 2016-09-06 1 SU WAH P01321749 7136291381 2015 2016-12-15 16:53:06Z X 237169075 X 0 X 692918 692918 1981228 1981228 3290558 86529660 3309517 26461276 26461276 0 32425980 32444939 0 961664 321204 0 640460 616678 176830 0 439848 135415 36995 0 98420 65316 52253 0 13063 47000 37600 0 9400 235635 188508 0 47127 1506197 848863 0 63387 486418 308312 0 21219 8488 0 12731 1748668 857489 0 807329 5824210 2836542 0 2131765 7279751 7279751 13103961 2836542 0 9411516 19322019 29608397 0 1000 1000 1000 6588048 31285437 31285437 2856484 0 1698008 2856484 2856484 453527 310556 310556 10348337 12572949 12470891 96842653 96609572 97012583 13735706 11727456 11535023 24155413 649137 35764005 23506276 23911565 10408799 15943910 16220939 7665707 662353 5835739 7003354 7564597 5043951 4814680 34000000 186719773 206631674 237169075 0 0 X 0 0 0 0 186719773 206631674 186719773 206631674 186719773 206631674 186719773 19322019 589882 206631674 0 206631674 PUBLICLY TRADED SECURITIES P 67017783 67156325 -138542 -138542 CAPITAL GAIN DIVIDENDS P 189388 189388 189388 PARTNERSHIP GAIN /LOSS P 50438 -50438 -50438 GAIN ON RECOVERY OF LID P 241097 241097 241097 LAND SALE - JOHNSON DEV CORP P 2013-09-24 2015-11-08 19023992 16013380 3010612 3010612 WASH SALES - PUBLICLY TRADED SECURITIES P 0 0 REGENCY RIGHT OF WAY P 57400 57400 57400 3309517 0 7639865 216169866 0.035342 9273398 184957838 0.050138 5163832 162284391 0.031820 2074292 21434679 0.096773 805338 8073715 0.099748 0.313821 0.062764 227720237 14292633 296084 14588717 10757233 592168 0 592168 0 592168 881860 881860 289692 289692 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 0 0 0 1 WWW.HW-FOUNDATION.COM BEN JONES 2813422044 611 MORTON STREET RICHMOND TX 77469 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 JOE D ROBINSON 611 MORTON ST RICHMOND TX 77469 CHAIRMAN OF BOARD 30.00 50000 0 0 CHARLES PAT MCDONALD 611 MORTON ST RICHMOND TX 77469 PRESIDENT 40.00 340000 23307 0 JACK H MOORE 2116 THOMPSON ROAD SUITE 116 RICHMOND TX 77469 SECRETARY / LEGAL 10.00 133846 0 0 BEN JONES 611 MORTON ST RICHMOND TX 77469 CFO 40.00 235000 20157 0 LANE WARD 611 MORTON ST RICHMOND TX 77469 DIRECTOR 2.00 17700 0 0 BARBARA BLEIL 611 MORTON ST RICHMOND TX 77469 DIRECTOR 2.00 16500 0 0 SETH DELEERY 611 MORTON ST RICHMOND TX 77469 DIRECTOR 2.00 16500 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 92764 15890 0 PENNY MEEK 611 MORTON STREET RICHMOND TX 77469 GRANTS/ OPS ADMIN 40.00 74765 15350 0 MARIA D CRUZ 611 MORTON STREET RICHMOND TX 77469 ADM. ASST 40.00 65757 15080 0 TODD MABRY 611 MORTON STREET RICHMOND TX 77469 MANAGER 30.00 65534 15073 0 MARY ANN MCDONALD 611 MORTON STREET RICHMOND TX 77469 OFFICE MGR 35.00 59688 1791 0 0 WILLIS GRAVES & ASSOCIATES INC 8140 N MOPAC BLDG 2 STE 250 AUSTIN TX 78759 OIL & GAS CONSULTING 193846 JACKSON SJOBERG MCCARTHY & TOWNSEND LLP 711 WEST 7TH ST AUSTIN TX 78701 LEGAL 62356 0 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. 643994 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. 428639 0 141796678 9624052 79767328 231188058 0 0 231188058 3467821 227720237 11386012 11386012 592168 592168 10793844 0 10793844 0 10793844 9411516 0 1345717 10757233 0 10757233 10793844 2067667 0 0 10757233 2067667 0 0 8689566 0 0 0 0 0 0 0 0 2104278 0 0 0 JULIE GASTON 611 MORTON STREET RICHMOND TX 77469 2813422044 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. REQUESTS ARE ACCEPTED AT ALL TIMES. PURPOSE OR USE RESTRICTIONS ARE IMPOSED. ACCESSHEALTH 400 AUSTIN STREET RICHMOND TX 77469 NONE PC FOR GENERAL OPERATING SUPPORT 500000 ATTACK POVERTY PO BOX 1509 RICHMOND TX 77406 NONE PC FOR GENERAL OPERATING SUPPORT FOR FRIENDS OF N RICHMOND AND N ROSENBERG 160000 BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA HOUSTON TX 77030 NONE PC TO CONSTRUCT THE RESEARCH INSTITUTE & OUTPATIENT CENTER ON THE MENNINGER CLINIC CAMPUS 100000 BLESSED BE HOPE FOR THREE INC 11104 W AIRPORT BLVD STE 150 STAFFORD TX 77477 NONE PC FOR GENERAL OPERATING SUPPORT 50000 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 80500 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 175000 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 225000 CHILDREN'S MUSEUM OF HOUSTON 1500 BINZ HOUSTON TX 77004 NONE PC SUPPORT PARENT STARS PROGRAM IN LAMAR CISD SCHOOLS IN RICHMOND & ROSENBERG 19250 BRAZOS BEND GUARDIANSHIP SERVICES PO BOX 72 ROSENBERG TX 77471 NONE PC OPERATING SUPPORT 30000 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 25000 CHILDREN'S MUSEUM OF HOUSTON 1500 BINZ HOUSTON TX 77004 NONE PC PROVIDE 4 FAMILY LEARNING EVENTS & 5 PARENT WORKSHOPS AT LCISD SCHOOLS 21000 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 140000 CHILD ADVOCATES OF FORT BEND 5403 AVE N ROSENBERG TX 77471 NONE PC VOICES FOR CHILDREN SUSTAINABLE GIVING PROGRAM 25000 CHILD ADVOCATES OF FORT BEND 5403 AVE N ROSENBERG TX 77471 NONE PC PROGRAM FOR INFANTS AND TODDLERS 60000 CITY OF ROSENBERG 2110 FOURTH STREET ROSENBERG TX 77471 NONE GOV 5.119 ACRES OF LAND FOR GRAEBER RD & MONS AVE RIGHT OF WAY 524481 COLLEGE COMMUNITY CAREER 12926 DAIRY ASHFORD 110 SUGAR LAND TX 77478 NONE PC TO EXPAND COLLEGECOMMUNITYCAREER PROGRAM IN LCISD FOR 1ST GENERATION HIGH SCHOOLERS 40000 DEPELCHIN CHILDREN'S CENTER 4950 MEMORIAL DRIVE HOUSTON TX 77007 NONE PC TO SUPPORT GENERAL OPERATING EXPENSES OF RESIDENTIAL TREATMENT CENTER IN RICHMOND 100000 DEPRESSION & BIPOLAR SUPPORT ALLIANCE PO BOX 27607 HOUSTON TX 77227 NONE PC TO PROVIDE FREE SUPPORT GROUPS FOR FAMILIES AFFECTED BY DEPRESSION & BIPOLAR DISORDERS 23750 ESCAPE FAMILY RESOURCE CENTER 2410 HAMILTON ST HOUSTON TX 77004 NONE PC "BUILDING CONFIDENT FAMILIES" & "EMPOWERED FOR MOTHERHOOD" PROGRAMS FOR WOMEN AND CHILDREN 12500 FORT BEND COUNTY 301 JACKSON STREET RICHMOND TX 77469 NONE GOV IMPLEMENT DATA COLLECTION AND SHARING SYSTEM 25000 EPISCOPAL THEOLOGICAL SEMINARY OF THE SOUTHWEST PO BOX 2247 AUSTIN TX 78768 NONE PC FOR ACCREDITATION FACILITATION & ASSESSMENT SERVICES, AND TO SUPPORT PROFESSOR SALARIES 277500 FORT BEND COUNTY MUSEUM ASSOCIATION PO BOX 460 RICHMOND TX 77406 NONE PC REPAIR LONG SMITH COTTAGE ON MUSEUM PROPERTY 9350 FORT BEND CARES PO BOX 17748 SUGAR LAND TX 77496 NONE PC IMPROVEMENTS TO COMMUNITY PARK IN DISADVANTAGED AREA OF ROSENBERG 20000 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 75000 FORT BEND FAMILY PROMISE 4845 CARTWRGHT DR MISSOURI CITY TX 77459 NONE PC GENERAL OPERATING SUPPORT 63000 FORT BEND FORWARD INC 445 COMMERCE GREEN BLVD SUGAR LAND TX 774783539 NONE PC SCHOLARSHIPS FOR YOUTH IN PHILANTHROPY PARTICIPANTS 20000 FORT BEND SENIORS MEALS ON WHEELS PO BOX 1488 ROSENBERG TX 77471 NONE PC GENERAL OPERATING SUPPORT 30000 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 10000 HOUSTON GALVESTON INSTITUTE 2990 RICHMOND AVE STE 530 HOUSTON TX 77098 NONE PC TO PROVIDE THERAPISTS AND COUNSELING SERVICES IN CONJUNCTION WITH ATTACK POVERTY 25000 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 5000 HOUSTON HOSPICE 1905 HOLCOMBE BLVD HOUSTON TX 77030 NONE PC SUPPORT HOSPICE CARE AND PROVIDE BEREAVEMENT SERVICES IN RICHMOND, TX 100000 PREGNANCY RESOURCE MEDICAL CENTER OF FT BEND COUNTY 2918 AVE I ROSENBERG TX 77471 NONE PC FOR NURSE MANAGER SALARY 25000 ROSENBERG RAILROAD MUSEUM PO BOX 369 ROSENBERG TX 77471 NONE PC FOR GENERAL OPERATING SUPPORT, AND TO HIRE PART-TIME EDUCATION COORDINATOR 45000 LAMAR EDUCATIONAL AWARDS FOUNDATION 3911 AVE I ROSENBERG TX 77471 NONE PC HELP UNDERPRIVILEGED LAMAR CHS BAND STUDENTS TRAVEL AND PARTICIPATE 10000 LAMAR EDUCATIONAL AWARDS FOUNDATION 3911 AVE I ROSENBERG TX 77471 NONE PC CREATE CLASSROOM LIBRARIES AT PINK ELEMENTARY 23200 LITERACY COUNCIL OF FORT BEND COUNTY 12530 EMILY COURT SUGAR LAND TX 77478 NONE PC OPERATING FUNDS TO SUPPORT LITERACY PROGRAM, BLDG MAINTENACE 30000 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 5400 MORTON CEMETERY ASSOCIATION 900 MORTON STREET RICHMOND TX 77469 NONE NC MAINTAIN HISTORICALLY SIGNIFICANT CEMETERY FOR CULTURE & EDUCATIONAL PURPOSES 60000 SCHOLARSHIP AMERICA PO BOX 240 ST PETER MN 560820240 NONE PC FEE FOR ADMINISTRATION OF 3 $2,500 SCHOLARSHIPS AWARDED BY BLANCO ISD FFA 1500 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 23300 ST JOHN'S SCHOOL 2401 CLAREMONT LANE HOUSTON TX 77019 NONE PC CONSTRUCTION OF GREAT HALL, IN MEMORY OF JIM ELKINS 125000 THE TSTC FOUNDATION 3801 CAMPUS DR WACO TX 767051607 NONE PC TO CONSTUCT EDUCATION BUILDING, INCLUDING SITE WORK, ON 37 ACRES IN ROSENBERG, TX 26823 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 3887247 THE TSTC FOUNDATION 3801 CAMPUS DR WACO TX 767051607 NONE PC SUPPORT FORT BEND DEVELOPMENT DIRECTOR 20000 WEST FORT BEND MANAGEMENT DISTRICT PO BOX 1688 RICHMOND TX 77406 NONE GOV FUND PORTION OF EXECUTIVE DIRECTOR'S SALARY 25000 7279751 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 560000 EPISCOPAL THEOLOGICAL SEMINARY OF THE SOUTHWEST PO BOX 2247 AUSTIN TX 78768 NONE PC FOR ACCREDITATION FACILITATION, AND TO SUPPORT PROFESSOR SALARIES 666000 FORT BEND WOMEN'S CENTER P O BOX 183 RICHMOND TX 77406 NONE PC SUPPORT FOR WELLNESS & STABILITY PROGRAM FOR SURVIVORS OF DOMESTIC ABUSE 150000 PREGNANCY RESOURCE MEDICAL CENTER OF FT BEND COUNTY 2918 AVE I ROSENBERG TX 77471 NONE PC NURSE MANAGER SALARY SUPPORT 50000 ACCESSHEALTH 400 AUSTIN STREET RICHMOND TX 77469 NONE PC GENERAL OPERATING SUPPORT 1500000 BOY SCOUTS OF AMERICA 2225 NORTH LOOP WEST HOUSTON TX 77008 NONE PC SUPPORT AT RISK YOUTH 70000 CHILD ADVOCATES OF FORT BEND 5403 AVE N ROSENBERG TX 77471 NONE PC UNRESTRICTED FUNDS TO VOICES FOR CHILDREN SUSTAINABLE GIVING INITIATIVE 50000 FORT BEND SENIORS MEALS ON WHEELS PO BOX 1488 ROSENBERG TX 77471 NONE PC CONSTRUCT KITCHEN & ADMIN BUILDING 900000 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 400000 MORTON CEMETERY ASSOCIATION 900 MORTON STREET RICHMOND TX 77469 NONE NC MAINTAIN HISTORICALLY SIGNIFICANT CEMETERY FOR CULTURE & EDUCATIONAL PURPOSES 480000 THE TSTC FOUNDATION 3801 CAMPUS DRIVE WACO TX 767051607 NONE PC TO CONSTRUCT EDUCATION BUILDING & SITE WORK ON 37 ACRE TSTC ROSENBERG CAMPUS 11398480 SCHOLARSHIP AMERICA PO BOX 240 ST PETER MN 560820240 NONE PC 3 $2,500 SCHOLARSHIPS FOR BLANCO ISD FFA STUDENTS 7500 ST JOHN'S SCHOOL 2401 CLAREMONT LANE HOUSTON TX 77019 NONE PC CONSTRUCTION OF GREAT HALL COMPLEX IN MEMORY OF JIM ELKINS 125000 TSTC SYSTEM 3801 CAMPUS DRIVE WACO TX 76705 NONE GOV DONATION OF 36.975 ACRES OF LAND FOR ESTABLISHMENT OF TSTC ROSENBERG CAMPUS 3788272 20145252 14 692918 14 1981228 14 26461276 18 3290558 0 32425980 0 32425980 1 0 0 0 0 0 0 0 0 1a(1) 60000 MORTON CEMETERY ASSN CASH GRANT 1 MORTON CEMETERY ASSN 501(C)13 SOME COMMON OFFICERS AND DIRECTORS ACCOUNTING FEES 47000 37600 0 9400 MORTON CEMETERY ASSOCIATION 900 MORTON STREET RICHMOND TX 77469 2015-03-11 60000 TO MAINTAIN HISTORICAL CEMETERY FOR HISTORICAL, CULTURAL, AND EDUCATIONAL PURPOSES 60000 NONE FEBRUARY 10, 2016 2016-02-10 ALL EXPENSES USED AS INTENDED CORPORATE BONDS 11727456 11535023 COMMON STOCK 52432840 54441541 MUTUAL FUNDS 44176732 42571042 12572949 12470891 0 0 LAND, BUILDING, & IMPROVEMENTS 611 MORTON 927037 169707 757330 874631 AUTOMOBILE 79110 79110 0 21000 LAND HELD FOR INVESTMENT 22030447 0 22030447 22472734 FURNITURE & FIXTURES 313243 250577 62666 62667 LAND IMPROVEMENTS 805576 149743 655833 480533 PARTNERSHIPS AT COST 14941710 15213860 REAL ESTATE FUNDS AT COST 1002200 1007079 WS FURNITURE & FIXTURES 167994 60285 107709 107710 WS BUILDING 4240472 422925 3817547 3586638 WS AUTO & WATER PLANT 259187 53138 206049 206049 WS LAND 101250 0 101250 147780 LAR FURNITURE & FIXTURES 112066 18721 93345 93345 LAR BUILDING 1003178 107284 895894 915885 LAR LAND 1781560 0 1781560 2507190 LEGAL 65316 52253 0 13063 NET INTANGIBLE ASSETS 5043951 4814680 34000000 AUTO & TRUCK 38477 25540 0 12937 BANK & INVESTMENT MGMT FEES 696296 696296 0 0 CONTRACT SERVICES 75196 10292 0 64904 DUES & SUBSCRIPTIONS 16689 6676 0 10013 EXPENSE REIMBURSEMENTS -23042 -9217 0 -13825 INSURANCE 146924 14018 0 132906 MANAGEMENT - LAR 189000 0 0 189000 MAINTENANCE & REPAIR 307741 69073 0 238668 JANITOR 13912 5565 0 8347 UTILITIES 118203 17260 0 100943 MAINTENANCE - WATER PLANT 18966 0 0 18966 SUPPLIES 46511 15306 0 31205 MISCELLANEOUS 19944 6680 0 13265 EAGLE UBTI NET LOSS EXCL DIVIDEND 83193 0 0 0 EAGLE NONDEDUCTIBLE EXPENSE 658 0 0 0 OIL & GAS ROYALTIES 26049194 26049194 RENTAL & R.O.W. INCOME 187958 187958 MISCELLANEOUS INCOME 53307 53307 WELL SPRINGS INCOME 16099 16099 K-1 CAPITAL ROYALTY -83697 -83697 K-1 PARAMETRIC DEF 324543 324543 K-1 EAGLE INC -61200 -61200 K-1 GENIV CAPITAL PARTNERS II -24928 -24928 EXCESS FMV OVER BASIS OF DONATED LAND 589882 OTHER CONSULTING 235635 188508 0 47127 EXCISE TAX 592168 0 0 0 AD VALOREM 578024 571361 0 6663 PRODUCTION TAX 180596 180596 0 0 FOREIGN 72916 72916 0 0 PAYROLL 80714 23990 0 56724 PENALTY 1779 0 0 0