2015-09-12T14:21:34-05:00 2014-12-31 741067601 MOHLE ADAMS 3900 ESSEX LANE SUITE 1000 HOUSTON TX 77027 990PF 2014-01-01 746047149 THE HENDERSON-WESSENDORFF FOUNDATION HEND 2813422044 611 MORTON STREET RICHMOND TX 77469 BEN JONES VICE PRESIDENT & CFO 2813422044 2015-09-09 1 SU WAH P01321749 7136291381 2014 2016-02-25 16:41:14Z X 249482988 X 0 X 1000746 1000746 1272130 1270448 2838351 38929429 2838351 54997879 54997879 0 60109106 60107424 0 811472 520090 0 291382 571188 304177 0 267011 112751 58091 0 54660 25214 22693 0 2521 43455 39109 0 4346 91338 82204 0 9134 3302997 2148747 0 38352 461528 310016 0 14638 7319 0 7319 1686632 900695 0 760403 7121213 4393141 0 1435128 5870950 5870950 12992163 4393141 0 7306078 47116943 55714283 0 500 1000 1000 8395076 6588048 6588048 2328271 630263 916625 1698008 1698008 13290 453527 453527 0 10348337 10289961 52454573 96842653 104268036 23871673 13735706 13485569 36362817 598812 35780091 35764005 30634258 7244314 10408799 12548031 6319989 484250 5653467 5835739 6316550 5273221 5043951 63200000 139602830 186719773 249482988 0 0 X 0 0 0 0 139602830 186719773 139602830 186719773 139602830 186719773 139602830 47116943 0 186719773 0 186719773 PUBLICLY TRADED SECURITIES P 38380150 36091078 2289072 2289072 CAPITAL GAIN DIVIDENDS P 87150 87150 87150 PARTNERSHIP GAIN/LOSS P 462129 462129 462129 2838351 0 9273398 184957838 0.050138 5163832 162284391 0.031820 2074292 21434679 0.096773 805338 8073715 0.099748 955511 7873118 0.121364 0.399843 0.079969 216169866 17286888 557143 17844031 7639865 1114286 0 1114286 0 1114286 1546952 450000 1996952 882666 882666 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 40.00 71231 10080 0 CHARLES PAT MCDONALD 611 MORTON ST RICHMOND TX 77469 PRESIDENT 40.00 279836 18475 0 JACK H MOORE 2116 THOMPSON ROAD SUITE 116 RICHMOND TX 77469 SECRETARY / LEGAL 10.00 75763 0 0 BEN JONES 611 MORTON ST RICHMOND TX 77469 CFO 40.00 200000 6000 0 LANE WARD 611 MORTON ST RICHMOND TX 77469 DIRECTOR 2.00 18600 0 0 BARBARA BLEIL 611 MORTON ST RICHMOND TX 77469 DIRECTOR 2.00 18000 0 0 SETH DELEERY 611 MORTON ST RICHMOND TX 77469 DIRECTOR 2.00 18000 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 82920 12568 0 MARIA D CRUZ 611 MORTON STREET RICHMOND TX 77469 ADM. ASST 40.00 64806 15684 0 PENNY MEEK 611 MORTON STREET RICHMOND TX 77469 GRANTS/ OPS ADMIN 40.00 67420 9117 0 MARY ANN MCDONALD 611 MORTON STREET RICHMOND TX 77469 OFFICE MGR 35.00 68512 2831 0 KATHY A TESH 611 MORTON STREET RICHMOND TX 77469 EXEC ASST 40.00 50804 13812 0 TODD MABRY 611 MORTON STREET RICHMOND TX 77469 MANAGER 30.00 59830 2162 0 0 WILLIS GRAVES & ASSOCIATES INC 8140 N MOPAC BLDG 2 STE 250 AUSTIN TX 78759 OIL & GAS CONSULTING 61510 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 2702 ATTENDEES FROM 53 ORGANIZATIONS IN 2014. 645881 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. 414883 0 115228589 7840019 96393185 219461793 0 0 219461793 3291927 216169866 10808493 10808493 1114286 1114286 9694207 0 9694207 0 9694207 7306078 0 333787 7639865 0 7639865 9694207 13325 0 0 7639865 13325 0 0 7626540 0 0 0 0 0 0 0 0 2067667 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 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 5000 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 50000 BIG BROTHERS BIG SISTERS 500 DALLAS ST SUITE 2900 HOUSTON TX 77002 NONE PC GENERATIONS PROGRAM - 15 SENIOR CITIZENS MENTORING STUDENTS 20000 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 35000 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 1340000 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 275000 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 250000 BRAZOS BEND GUARDIANSHIP SERVICES PO BOX 72 ROSENBERG TX 77471 NONE PC CLIENT CARE 20000 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 CASA DE ESPERANZA DE LOS NINOS INC P O BOX 66581 HOUSTON TX 772666581 NONE PC SUPPORT FAMILIES IN CRISIS, FOSTERING, & ADOPTION 25000 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF GALVESTON-HOUSTON 2900 LOUISIANA STREET HOUSTON TX 77006 NONE PC PROGRAMMING & WELLNESS 106000 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 CHILDREN AT RISK INC 2900 WESLAYAN SUITE 400 HOUSTON TX 77027 NONE PC PARENT EDUCATION, EARLY EDUCATION, CAREER READINESS 60000 CITY OF RICHMOND 402 MORTON STREET RICHMOND TX 77469 NONE GOV PH II WESSENDORFF PARK - DETENTION & DRAINAGE IMPROVEMENTS, LANDSCAPING FEATURES 250000 CITY OF RICHMOND 402 MORTON STREET RICHMOND TX 77469 NONE GOV INSTALLATION OF MONUMENT SIGNAGE 16000 ESCAPE FAMILY RESOURCE CENTER 1721 PECH ROAD SUITE 300 HOUSTON TX 770553302 NONE PC INSTALLATION OF TECHNOLOGY & COMMUNICATIONS NETWORK 150000 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 12500 FORT BEND COUNTY 301 JACKSON STREET RICHMOND TX 77469 NONE GOV PURCHASE GORDON RANCH 1200000 FORT BEND COUNTY 301 JACKSON STREET RICHMOND TX 77469 NONE GOV SUPPORT COMPREHENSIVE, SHORT TERM TRANSITIONAL SUPPORTIVE HOUSING 10000 FORT BEND COUNTY MUSEUM ASSOCIATION PO BOX 460 RICHMOND TX 77406 NONE PC IMPROVEMENTS TO 1883 JOHN M MOORE HISTORICAL HOME 40000 FORT BEND COUNTY MUSEUM ASSOCIATION PO BOX 460 RICHMOND TX 77406 NONE PC DEVELOP MASTER PLAN & EXHIBITS FOR MUSEUM 37500 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 42500 FORT BEND FAMILY PROMISE 1424 FM 1092 MISSOURI CITY TX 77459 NONE PC GENERAL OPERATING SUPPORT 50000 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 8700 FORT BEND SENIORS MEALS ON WHEELS 1330 BAND ROAD ROSENBERG TX 77471 NONE PC CONSTRUCT KITCHEN SPACE & NEW ADMINISTRATION BUILDING 100000 FRIENDS OF THE FORT BEND COUNTY HISTORICAL COMMISSION 301 JACKSON ST RICHMOND TX 77469 NONE PC CONTRIBUTION IN MEMORY OF BERT BLEIL 2500 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 300000 HOUSTON MUSEUM OF NATURAL SCIENCE 5555 HERMANN PARK DRIVE HOUSTON TX 77030 NONE PC TELESCOPE REPAIR - GUEYMARD TELESCOPE A GEORGE OBSERVATORY 10000 INSTITUTE FOR SPIRITUALITY AND HEALTH AT THE TEXAS MEDICAL CENTER 8100 GREENBRIAR 220 HOUSTON TX 77054 NONE PC HEALTH & HEALING CONFERENCE, LECTURES, AND PROGRAMS 25000 JUST DO IT NOW INC 1619 MARTIN LUTHER KING BLVD WHARTON TX 77488 NONE PC CONTRIBUTION IN MEMORY OF GREG BAINES 2500 LAMAR EDUCATIONAL AWARDS FOUNDATION 3911 AVE I ROSENBERG TX 77471 NONE PC MUSICAL INSTRUMENTS FOR LOCAL ELEMENTARY SCHOOLS 21000 LAMAR EDUCATIONAL AWARDS FOUNDATION 3911 AVE I ROSENBERG TX 77471 NONE PC MUSICAL INSTRUMENTS FOR LOCAL MIDDLE SCHOOLS 27800 LITERACY COUNCIL OF FORT BEND COUNTY 12530 EMILY COURT SUGAR LAND TX 77478 NONE PC OPERATING FUNDS TO SUPPORT LITERACY PROGRAM, BLDG MAINTENACE 30000 LITERACY COUNCIL OF FORT BEND COUNTY 12530 EMILY COURT SUGAR LAND TX 77478 NONE PC OPERATING FUNDS TO SUPPORT LITERACY PROGRAM, BLDG MAINTENACE 30000 MORTON CEMETERY ASSOCIATION 900 MORTON STREET RICHMOND TX 77469 NONE NC MAINTAIN HISTORICALLY SIGNIFICANT CEMETERY FOR CULTURE & EDUCATIONAL PURPOSES 60000 OUR LADY OF GUADALUPE CATHOLIC CHURCH 1600 AVENUE D ROSENBERG TX 77471 NONE PC CHURCH CONSTRUCTION 25000 SIRE INC 24161 SPRING DR HOCKLEY TX 774473036 NONE PC PROGRAMMING AT SIRE, RICHMOND, TX 35000 ST JOHN'S SCHOOL 2401 CLAREMONT LANE HOUSTON TX 77019 NONE PC CONSTRUCTION OF GREAT HALL, IN MEMORY OF JIM ELKINS 125000 ST MARK'S EPISCOPAL CHURCH & SCHOOL PO BOX 1627 RICHMOND TX 77406 NONE PC START-UP COSTS TO ESTABLISH A PRESCHOOL 195000 SUGAR LAND LEGACY FOUNDATION PO BOX 557 SUGAR LAND TX 774870557 NONE PC BUILD UNIVERSALLY ACCESSIBLE PLAYGOUND AT FIRST COLONY PARK 20000 THE MENNINGER CLINIC FOUNDATION 12301 MAIN STREET HOUSTON TX 77035 NONE PC SUPPORT MCNAIR INITIATIVE - NEUROSCIENCE DISCOVERY AT MENNINGER & BAYLOR COLLEGE OF MEDICINE 25000 THE TSTC FOUNDATION 3801 CAMPUS DR WACO TX 767051607 NONE PC SUPPORT FORT BEND DEVELOPMENT DIRECTOR 20000 UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON 7000 FANNIN STE 1200 HOUSTON TX 77030 NONE GOV RESEARCH SUPPORT - PEDIATRIC BIPOLAR PATIENTS & THEIR FAMILIES 25000 WEST FORT BEND MANAGEMENT DISTRICT PO BOX 1688 RICHMOND TX 77406 NONE GOV FUND PORTION OF EXECUTIVE DIRECTOR'S SALARY 25000 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 40000 YMCA OF GREATER HOUSTONTW DAVIS 911 THOMPSON HWY RICHMOND TX 77469 NONE PC YMCA OUTREACH PROGRAMS - RICHMOND & ROSENBERG 30000 YMCA OF GREATER HOUSTONTW DAVIS 911 THOMPSON HWY RICHMOND TX 77469 NONE PC MINI-BUS FOR YMCA 30000 YMCA OF GREATER HOUSTONTW DAVIS 911 THOMPSON HWY RICHMOND TX 77469 NONE PC FUND OUTREACH COORDINATOR - RICHMOND 52500 5870950 ACCESSHEALTH 400 AUSTIN STREET RICHMOND TX 77469 NONE PC GENERAL OPERATING SUPPORT 2000000 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 SPECIALIZED PROGRAMS FOR INFANTS & TODDLERS 60000 FORT BEND SENIORS MEALS ON WHEELS 1330 BAND ROAD ROSENBERG TX 77471 NONE PC CONSTRUCT KITCHEN & ADMIN BUILDING 900000 LITERACY COUNCIL OF FORT BEND COUNTY 12530 EMILY COURT SUGAR LAND TX 77478 NONE PC OPERATING FUNDS FOR LITERACY PROGRAMS & BLDG MAINTENANCE 30000 MORTON CEMETERY ASSOCIATION 900 MORTON STREET RICHMOND TX 77469 NONE 501(C)(13) CEMETERY MAINTAIN HISTORICALLY SIGNIFICANT CEMETERY FOR CULTURE & EDUCATIONAL PURPOSES 540000 THE TSTC FOUNDATION 3801 CAMPUS DRIVE WACO TX 767051607 NONE PC SUPPORT FORT BEND DEVELOPMENT DIRECTOR POSITION 20000 3620000 14 1000746 900099 1682 14 1270448 14 54997879 18 2838351 1682 60107424 0 60109106 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 43455 39109 0 4346 MORTON CEMETERY ASSOCIATION 900 MORTON STREET RICHMOND TX 77469 2014-02-20 60000 TO MAINTAIN HISTORICAL CEMETERY FOR HISTORICAL, CULTURAL, AND EDUCATIONAL PURPOSES 60000 NONE JANUARY 28, 2015 2015-01-28 ALL EXPENSES USED AS INTENDED CORPORATE BONDS 13735706 13485569 COMMON STOCK 48972377 56422345 MUTUAL FUNDS 47870276 47845691 10348337 10289961 0 0 LAND, BUILDING, & IMPROVEMENTS 611 MORTON 927037 150212 776825 864680 AUTOMOBILE 79110 77475 1635 24000 LAND HELD FOR INVESTMENT 34474036 0 34474036 29495052 FURNITURE & FIXTURES 288948 227189 61759 61759 LAND IMPROVEMENTS 593686 143936 449750 188767 PARTNERSHIPS AT COST 10408799 12548031 LEGAL 25214 22693 0 2521 NET INTANGIBLE ASSETS 5273221 5043951 63200000 AUTO & TRUCK 46513 30246 0 16267 BANK & INVESTMENT MGMT FEES 717435 717435 0 0 CONTRACT SERVICES 56176 15456 0 40720 DUES & SUBSCRIPTIONS 39696 7939 0 31757 EXPENSE REIMBURSEMENTS -34441 -34441 0 0 INSURANCE 171709 45282 0 126427 MANAGEMENT - LAR 189000 0 0 189000 MAINTENANCE & REPAIR 274371 41496 0 232875 JANITOR 12478 12478 0 0 UTILITIES 105431 38339 0 67092 MAINTENANCE - WATER PLANT 10065 0 0 10065 SUPPLIES 47311 14430 0 32881 MISCELLANEOUS 25354 12035 0 13319 EAGLE UBTI NET LOSS EXCL DIVIDEND 24810 0 0 0 EAGLE NONDEDUCTIBLE EXPENSE 724 0 0 0 OIL & GAS ROYALTIES 53247030 53247030 RENTAL & R.O.W. INCOME 1742418 1742418 MISCELLANEOUS INCOME 36426 36426 WELL SPRINGS INCOME 20250 20250 K-1 CAPITAL ROYALTY -93112 -93112 K-1 CLIFTON DEF 136645 136645 K-1 EAGLE INC -63877 -63877 K-1 GENIV CAPITAL PARTNERS II -27901 -27901 OTHER CONSULTING 91338 82204 0 9134 EXCISE TAX 1114286 0 0 0 AD VALOREM 652710 646230 0 6480 PRODUCTION TAX 1401628 1401628 0 0 FOREIGN 56690 56690 0 0 PAYROLL 76071 44199 0 31872 PENALTY 1612 0 0 0