HENDERSON-WESSENDORFF FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HENDERSON-WESSENDORFF FOUNDATION (EIN 74-6047149)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-09-12
- IRS object ID
- 201522559349100302
- Schema version
- 2014v5.0
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-09-12T14:21:34-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-09-09 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $249,482,988 | 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 | $1,000,746 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,000,746 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,272,130 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,270,448 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,838,351 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,929,429 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,838,351 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $54,997,879 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $54,997,879 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $60,109,106 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $60,107,424 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $811,472 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $520,090 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $291,382 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $571,188 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $304,177 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $267,011 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $112,751 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $58,091 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $54,660 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $25,214 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $22,693 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,521 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $43,455 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $39,109 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,346 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $91,338 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $82,204 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,134 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,302,997 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,148,747 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $38,352 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $461,528 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $310,016 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $14,638 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $7,319 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,319 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,686,632 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $900,695 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $760,403 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,121,213 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,393,141 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,435,128 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,870,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,870,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,992,163 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,393,141 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,306,078 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $47,116,943 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,714,283 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $500 | CashBOYAmt |
| Cash EOY | $1,000 | CashEOYAmt |
| Cash EOYFMV | $1,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,395,076 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,588,048 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,588,048 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,328,271 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $630,263 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $916,625 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,698,008 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,698,008 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $13,290 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $453,527 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $453,527 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,348,337 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,289,961 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $52,454,573 | CorporateStockBOYAmt |
| Corporate Stock EOY | $96,842,653 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $104,268,036 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $23,871,673 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,735,706 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,485,569 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $36,362,817 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $598,812 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $35,780,091 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $35,764,005 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $30,634,258 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $7,244,314 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,408,799 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,548,031 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,319,989 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $484,250 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,653,467 | LandBOYAmt |
| Land EOY | $5,835,739 | LandEOYAmt |
| Land EOYFMV | $6,316,550 | LandEOYFMVAmt |
| Other Assets BOY | $5,273,221 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,043,951 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $63,200,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $139,602,830 | TotalAssetsBOYAmt |
| Total Assets EOY | $186,719,773 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $249,482,988 | 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 | $139,602,830 | RetainedEarningBOYAmt |
| Retained Earning EOY | $186,719,773 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $139,602,830 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $186,719,773 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $139,602,830 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $186,719,773 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $139,602,830 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $47,116,943 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $186,719,773 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $186,719,773 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $38,380,150 | $36,091,078 | $2,289,072 | $2,289,072 |
| CAPITAL GAIN DIVIDENDS | P | $87,150 | $87,150 | $87,150 | |
| PARTNERSHIP GAIN/LOSS | P | $462,129 | $462,129 | $462,129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,838,351 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,273,398 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $184,957,838 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050138 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,163,832 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $162,284,391 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031820 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,074,292 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,434,679 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.096773 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $805,338 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,073,715 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.099748 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $955,511 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,873,118 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.121364 | DistributionYr5Rt |
| Total Distribution | 0.399843 | TotalDistributionRt |
| Average Distribution | 0.079969 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $216,169,866 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $17,286,888 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $557,143 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $17,844,031 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,639,865 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,114,286 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,114,286 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,114,286 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,546,952 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $450,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,996,952 | TotalPaymentsAndCreditsAmt |
| Overpayment | $882,666 | OverpaymentAmt |
| Applied To ES Tax | $882,666 | 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 | 40.00 | $71,231 | $10,080 | $0 |
| CHARLES PAT MCDONALD | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | PRESIDENT | 40.00 | $279,836 | $18,475 | $0 |
| JACK H MOORE | ||||||||
| 2116 THOMPSON ROAD SUITE 116 | RICHMOND | TX | 77469 | SECRETARY / LEGAL | 10.00 | $75,763 | $0 | $0 |
| BEN JONES | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | CFO | 40.00 | $200,000 | $6,000 | $0 |
| LANE WARD | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | DIRECTOR | 2.00 | $18,600 | $0 | $0 |
| BARBARA BLEIL | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | DIRECTOR | 2.00 | $18,000 | $0 | $0 |
| SETH DELEERY | ||||||||
| 611 MORTON ST | RICHMOND | TX | 77469 | DIRECTOR | 2.00 | $18,000 | $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 | $82,920 | $12,568 | $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 |
|---|---|---|---|---|---|---|---|---|
| MARIA D CRUZ | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | ADM. ASST | 40.00 | $64,806 | $15,684 | $0 |
| PENNY MEEK | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | GRANTS/ OPS ADMIN | 40.00 | $67,420 | $9,117 | $0 |
| MARY ANN MCDONALD | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | OFFICE MGR | 35.00 | $68,512 | $2,831 | $0 |
| KATHY A TESH | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | EXEC ASST | 40.00 | $50,804 | $13,812 | $0 |
| TODD MABRY | ||||||||
| 611 MORTON STREET | RICHMOND | TX | 77469 | MANAGER | 30.00 | $59,830 | $2,162 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIS GRAVES & ASSOCIATES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8140 N MOPAC BLDG 2 STE 250 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78759 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | OIL & GAS CONSULTING | ServiceTypeTxt |
| Compensation | $61,510 | CompensationAmt |
| 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 2702 ATTENDEES FROM 53 ORGANIZATIONS IN 2014. | Description1Txt |
| Expenses1 | $645,881 | Expenses1Amt |
| Description2 | OPERATION OF LONG ACRES RANCH AND MISS JANEY'S HOUSE. HOUSE IS USED AS A LOW-COST, RETREAT-LIKE MEETING VENUE BY 501(C)(3) ORGANIZATIONS AND LOCAL MUNICIPALITIES TO SUPPORT CITIZENS OF THE GREATER RICHMOND AREA. RANCH IS USED AS A NATURE PRESERVE AND FOR HOSTING OUTDOOR ACTIVITIES FOR BOY SCOUTS AND SIMILAR ORGANIZATIONS. USED BY 880 PARTICIPANTS IN 2014. | Description2Txt |
| Expenses2 | $414,883 | 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 | $115,228,589 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,840,019 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $96,393,185 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $219,461,793 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $219,461,793 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,291,927 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $216,169,866 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,808,493 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,808,493 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,114,286 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,114,286 | TotalTaxAmt |
| Distributable Before Adj | $9,694,207 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,694,207 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,694,207 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,306,078 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $333,787 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $7,639,865 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,639,865 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,694,207 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,325 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,639,865 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,325 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,626,540 | 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 | $2,067,667 | 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 (54 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 |
| ASSOCIATION OF FORMER STUDENTS OF TEXAS A & M UNIVERSITY | |||||||
| 505 GEORGE BUSH DR | COLLEGE STATION | TX | 778402918 | NONE | PC | CONTRIBUTION IN MEMORY OF PATSY PENCE | $5,000 |
| ASSOCIATION OF FORMER STUDENTS OF TEXAS A & M UNIVERSITY | |||||||
| 505 GEORGE BUSH DR | COLLEGE STATION | TX | 778402918 | NONE | PC | CONTRIBUTION IN HONOR OF CHARLIE PENCE '51 | $50,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 500 DALLAS ST SUITE 2900 | HOUSTON | TX | 77002 | NONE | PC | GENERATIONS PROGRAM - 15 SENIOR CITIZENS MENTORING STUDENTS | $20,000 |
| BLANCO VOLUNTEER FIRE DEPARTMENT | |||||||
| P O BOX 868 | BLANCO | TX | 786060868 | NONE | PC | ANNUAL CONTRIBUTION | $200 |
| BOY SCOUTS OF AMERICA | |||||||
| 2225 NORTH LOOP WEST | HOUSTON | TX | 77008 | NONE | PC | TO SUPPORT SCOUTING IN FORT BEND COUNTY WITH A FOCUS ON AT-RISK YOUTH | $35,000 |
| BOYS AND GIRLS CLUBS OF GREATER HOUSTON INC | |||||||
| 1520 A AIRLINE DRIVE | HOUSTON | TX | 77009 | NONE | PC | TO CONSTRUCT A NEW CLUB IN RICHMOND, TEXAS TO SERVE THE RICHMOND AND ROSENBERG AREAS | $1,340,000 |
| BOYS AND GIRLS CLUBS OF GREATER HOUSTON INC | |||||||
| 1520 A AIRLINE DRIVE | HOUSTON | TX | 77009 | NONE | PC | BUILD, OPERATE, AND PROVIDE PROGRAMMING FOR NEW CLUB IN RICHMOND | $275,000 |
| BOYS AND GIRLS CLUBS OF GREATER HOUSTON INC | |||||||
| 1520 A AIRLINE DRIVE | HOUSTON | TX | 77009 | NONE | PC | BUILD, OPERATE, AND PROVIDE PROGRAMMING FOR NEW CLUB IN RICHMOND | $250,000 |
| BRAZOS BEND GUARDIANSHIP SERVICES | |||||||
| PO BOX 72 | ROSENBERG | TX | 77471 | NONE | PC | CLIENT CARE | $20,000 |
| 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 |
| 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 | PROGRAMMING & WELLNESS | $106,000 |
| 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 |
| CHILDREN AT RISK INC | |||||||
| 2900 WESLAYAN SUITE 400 | HOUSTON | TX | 77027 | NONE | PC | PARENT EDUCATION, EARLY EDUCATION, CAREER READINESS | $60,000 |
| CITY OF RICHMOND | |||||||
| 402 MORTON STREET | RICHMOND | TX | 77469 | NONE | GOV | PH II WESSENDORFF PARK - DETENTION & DRAINAGE IMPROVEMENTS, LANDSCAPING FEATURES | $250,000 |
| CITY OF RICHMOND | |||||||
| 402 MORTON STREET | RICHMOND | TX | 77469 | NONE | GOV | INSTALLATION OF MONUMENT SIGNAGE | $16,000 |
| ESCAPE FAMILY RESOURCE CENTER | |||||||
| 1721 PECH ROAD SUITE 300 | HOUSTON | TX | 770553302 | NONE | PC | INSTALLATION OF TECHNOLOGY & COMMUNICATIONS NETWORK | $150,000 |
| ESCAPE FAMILY RESOURCE CENTER | |||||||
| 1721 PECH ROAD SUITE 300 | HOUSTON | TX | 770553302 | 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 | PURCHASE GORDON RANCH | $1,200,000 |
| FORT BEND COUNTY | |||||||
| 301 JACKSON STREET | RICHMOND | TX | 77469 | NONE | GOV | SUPPORT COMPREHENSIVE, SHORT TERM TRANSITIONAL SUPPORTIVE HOUSING | $10,000 |
| FORT BEND COUNTY MUSEUM ASSOCIATION | |||||||
| PO BOX 460 | RICHMOND | TX | 77406 | NONE | PC | IMPROVEMENTS TO 1883 JOHN M MOORE HISTORICAL HOME | $40,000 |
| FORT BEND COUNTY MUSEUM ASSOCIATION | |||||||
| PO BOX 460 | RICHMOND | TX | 77406 | NONE | PC | DEVELOP MASTER PLAN & EXHIBITS FOR MUSEUM | $37,500 |
| 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 | $42,500 |
| FORT BEND FAMILY PROMISE | |||||||
| 1424 FM 1092 | MISSOURI CITY | TX | 77459 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| FORT BEND FORWARD INC | |||||||
| 445 COMMERCE GREEN BLVD | SUGAR LAND | TX | 774783539 | NONE | PC | SUPPORT CAPACITY BUILDING PROGRAM TO GIVE LOCAL NONPROFITS VISION OF COLLABORATION | $8,700 |
| FORT BEND SENIORS MEALS ON WHEELS | |||||||
| 1330 BAND ROAD | ROSENBERG | TX | 77471 | NONE | PC | CONSTRUCT KITCHEN SPACE & NEW ADMINISTRATION BUILDING | $100,000 |
| FRIENDS OF THE FORT BEND COUNTY HISTORICAL COMMISSION | |||||||
| 301 JACKSON ST | RICHMOND | TX | 77469 | NONE | PC | CONTRIBUTION IN MEMORY OF BERT BLEIL | $2,500 |
| FRIENDS OF THE FORT BEND COUNTY HISTORICAL COMMISSION | |||||||
| 301 JACKSON ST | RICHMOND | TX | 77469 | NONE | PC | MAKE AVAILABLE CERTAIN ORAL HISTORIES AND OUT OF PRINT HISTORICAL BOOKS | $800 |
| GIRL SCOUTS OF SAN JACINTO COUNCIL | |||||||
| 3110 SOUTHWEST FREEWAY | HOUSTON | TX | 77098 | NONE | PC | BUILD CABINS AT CAMP PRYOR, NADA, TX | $300,000 |
| HOUSTON MUSEUM OF NATURAL SCIENCE | |||||||
| 5555 HERMANN PARK DRIVE | HOUSTON | TX | 77030 | NONE | PC | TELESCOPE REPAIR - GUEYMARD TELESCOPE A GEORGE OBSERVATORY | $10,000 |
| INSTITUTE FOR SPIRITUALITY AND HEALTH AT THE TEXAS MEDICAL CENTER | |||||||
| 8100 GREENBRIAR 220 | HOUSTON | TX | 77054 | NONE | PC | HEALTH & HEALING CONFERENCE, LECTURES, AND PROGRAMS | $25,000 |
| JUST DO IT NOW INC | |||||||
| 1619 MARTIN LUTHER KING BLVD | WHARTON | TX | 77488 | NONE | PC | CONTRIBUTION IN MEMORY OF GREG BAINES | $2,500 |
| LAMAR EDUCATIONAL AWARDS FOUNDATION | |||||||
| 3911 AVE I | ROSENBERG | TX | 77471 | NONE | PC | MUSICAL INSTRUMENTS FOR LOCAL ELEMENTARY SCHOOLS | $21,000 |
| LAMAR EDUCATIONAL AWARDS FOUNDATION | |||||||
| 3911 AVE I | ROSENBERG | TX | 77471 | NONE | PC | MUSICAL INSTRUMENTS FOR LOCAL MIDDLE SCHOOLS | $27,800 |
| 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 |
| 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 |
| MORTON CEMETERY ASSOCIATION | |||||||
| 900 MORTON STREET | RICHMOND | TX | 77469 | NONE | NC | MAINTAIN HISTORICALLY SIGNIFICANT CEMETERY FOR CULTURE & EDUCATIONAL PURPOSES | $60,000 |
| OUR LADY OF GUADALUPE CATHOLIC CHURCH | |||||||
| 1600 AVENUE D | ROSENBERG | TX | 77471 | NONE | PC | CHURCH CONSTRUCTION | $25,000 |
| SIRE INC | |||||||
| 24161 SPRING DR | HOCKLEY | TX | 774473036 | NONE | PC | PROGRAMMING AT SIRE, RICHMOND, TX | $35,000 |
| ST JOHN'S SCHOOL | |||||||
| 2401 CLAREMONT LANE | HOUSTON | TX | 77019 | NONE | PC | CONSTRUCTION OF GREAT HALL, IN MEMORY OF JIM ELKINS | $125,000 |
| ST MARK'S EPISCOPAL CHURCH & SCHOOL | |||||||
| PO BOX 1627 | RICHMOND | TX | 77406 | NONE | PC | START-UP COSTS TO ESTABLISH A PRESCHOOL | $195,000 |
| SUGAR LAND LEGACY FOUNDATION | |||||||
| PO BOX 557 | SUGAR LAND | TX | 774870557 | NONE | PC | BUILD UNIVERSALLY ACCESSIBLE PLAYGOUND AT FIRST COLONY PARK | $20,000 |
| THE MENNINGER CLINIC FOUNDATION | |||||||
| 12301 MAIN STREET | HOUSTON | TX | 77035 | NONE | PC | SUPPORT MCNAIR INITIATIVE - NEUROSCIENCE DISCOVERY AT MENNINGER & BAYLOR COLLEGE OF MEDICINE | $25,000 |
| THE TSTC FOUNDATION | |||||||
| 3801 CAMPUS DR | WACO | TX | 767051607 | NONE | PC | SUPPORT FORT BEND DEVELOPMENT DIRECTOR | $20,000 |
| UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON | |||||||
| 7000 FANNIN STE 1200 | HOUSTON | TX | 77030 | NONE | GOV | RESEARCH SUPPORT - PEDIATRIC BIPOLAR PATIENTS & THEIR FAMILIES | $25,000 |
| WEST FORT BEND MANAGEMENT DISTRICT | |||||||
| PO BOX 1688 | RICHMOND | TX | 77406 | NONE | GOV | FUND PORTION OF EXECUTIVE DIRECTOR'S SALARY | $25,000 |
| WILLIAM SMITH SR TRI COUNTY CHILD DEVELOPMENT COUNCIL INC | |||||||
| 500 AUSTIN STREET | RICHMOND | TX | 77469 | NONE | PC | PAY UTILITIES - GEORGE FAMILY DEVELOPMENT CENTER & CHRISTINE SMITH FIRST YEARS FIRST STEPS FACILITY | $40,000 |
| YMCA OF GREATER HOUSTONTW DAVIS | |||||||
| 911 THOMPSON HWY | RICHMOND | TX | 77469 | NONE | PC | YMCA OUTREACH PROGRAMS - RICHMOND & ROSENBERG | $30,000 |
| YMCA OF GREATER HOUSTONTW DAVIS | |||||||
| 911 THOMPSON HWY | RICHMOND | TX | 77469 | NONE | PC | MINI-BUS FOR YMCA | $30,000 |
| YMCA OF GREATER HOUSTONTW DAVIS | |||||||
| 911 THOMPSON HWY | RICHMOND | TX | 77469 | NONE | PC | FUND OUTREACH COORDINATOR - RICHMOND | $52,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,870,950 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 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 | $2,000,000 |
| 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 | SPECIALIZED PROGRAMS FOR INFANTS & TODDLERS | $60,000 |
| FORT BEND SENIORS MEALS ON WHEELS | |||||||
| 1330 BAND ROAD | ROSENBERG | TX | 77471 | NONE | PC | CONSTRUCT KITCHEN & ADMIN BUILDING | $900,000 |
| LITERACY COUNCIL OF FORT BEND COUNTY | |||||||
| 12530 EMILY COURT | SUGAR LAND | TX | 77478 | NONE | PC | OPERATING FUNDS FOR LITERACY PROGRAMS & BLDG MAINTENANCE | $30,000 |
| MORTON CEMETERY ASSOCIATION | |||||||
| 900 MORTON STREET | RICHMOND | TX | 77469 | NONE | 501(C)(13) CEMETERY | MAINTAIN HISTORICALLY SIGNIFICANT CEMETERY FOR CULTURE & EDUCATIONAL PURPOSES | $540,000 |
| THE TSTC FOUNDATION | |||||||
| 3801 CAMPUS DRIVE | WACO | TX | 767051607 | NONE | PC | SUPPORT FORT BEND DEVELOPMENT DIRECTOR POSITION | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,620,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,000,746 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,682 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,270,448 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,997,879 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,838,351 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,682 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $60,107,424 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,109,106 | 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 | $43,455 | Amt |
| Net Investment Income | $39,109 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,346 | 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 | 2014-02-20 | 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 | JANUARY 28, 2015 | DatesOfReportsByGranteeTxt |
| Verification | 2015-01-28 | 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 | $13,735,706 | EOYBookValueAmt |
| EOYFMV | $13,485,569 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $48,972,377 | $56,422,345 |
| MUTUAL FUNDS | $47,870,276 | $47,845,691 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,348,337 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,289,961 | 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 | $150,212 | $776,825 | $864,680 |
| AUTOMOBILE | $79,110 | $77,475 | $1,635 | $24,000 |
| LAND HELD FOR INVESTMENT | $34,474,036 | $0 | $34,474,036 | $29,495,052 |
| FURNITURE & FIXTURES | $288,948 | $227,189 | $61,759 | $61,759 |
| LAND IMPROVEMENTS | $593,686 | $143,936 | $449,750 | $188,767 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $10,408,799 | BookValueAmt |
| EOYFMV | $12,548,031 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $25,214 | LegalFeesAmt |
| Net Investment Income | $22,693 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,521 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INTANGIBLE ASSETS | Desc |
| BOY Book Value | $5,273,221 | BOYBookValueAmt |
| EOY Book Value | $5,043,951 | EOYBookValueAmt |
| EOYFMV | $63,200,000 | 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 | $46,513 | $30,246 | $0 | $16,267 |
| BANK & INVESTMENT MGMT FEES | $717,435 | $717,435 | $0 | $0 |
| CONTRACT SERVICES | $56,176 | $15,456 | $0 | $40,720 |
| DUES & SUBSCRIPTIONS | $39,696 | $7,939 | $0 | $31,757 |
| EXPENSE REIMBURSEMENTS | -$34,441 | -$34,441 | $0 | $0 |
| INSURANCE | $171,709 | $45,282 | $0 | $126,427 |
| MANAGEMENT - LAR | $189,000 | $0 | $0 | $189,000 |
| MAINTENANCE & REPAIR | $274,371 | $41,496 | $0 | $232,875 |
| JANITOR | $12,478 | $12,478 | $0 | $0 |
| UTILITIES | $105,431 | $38,339 | $0 | $67,092 |
| MAINTENANCE - WATER PLANT | $10,065 | $0 | $0 | $10,065 |
| SUPPLIES | $47,311 | $14,430 | $0 | $32,881 |
| MISCELLANEOUS | $25,354 | $12,035 | $0 | $13,319 |
| EAGLE UBTI NET LOSS EXCL DIVIDEND | $24,810 | $0 | $0 | $0 |
| EAGLE NONDEDUCTIBLE EXPENSE | $724 | $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 | $53,247,030 | $53,247,030 |
| RENTAL & R.O.W. INCOME | $1,742,418 | $1,742,418 |
| MISCELLANEOUS INCOME | $36,426 | $36,426 |
| WELL SPRINGS INCOME | $20,250 | $20,250 |
| K-1 CAPITAL ROYALTY | -$93,112 | -$93,112 |
| K-1 CLIFTON DEF | $136,645 | $136,645 |
| K-1 EAGLE INC | -$63,877 | -$63,877 |
| K-1 GENIV CAPITAL PARTNERS II | -$27,901 | -$27,901 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER CONSULTING | CategoryTxt |
| Amt | $91,338 | Amt |
| Net Investment Income | $82,204 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,134 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $1,114,286 | $0 | $0 | $0 |
| AD VALOREM | $652,710 | $646,230 | $0 | $6,480 |
| PRODUCTION TAX | $1,401,628 | $1,401,628 | $0 | $0 |
| FOREIGN | $56,690 | $56,690 | $0 | $0 |
| PAYROLL | $76,071 | $44,199 | $0 | $31,872 |
| PENALTY | $1,612 | $0 | $0 | $0 |
Comments