2022-09-15T16:09:07-05:00 2021-12-31 741067601 MOHLE ADAMS LLP 3900 ESSEX LANE SUITE 1000 HOUSTON TX 77027 990PF 2021-01-01 746047149 THE HENDERSON-WESSENDORFF FOUNDATION HEND 2813422044 611 MORTON STREET RICHMOND TX 77469 BEN JONES VICE PRESIDENT & CFO 2813422044 2022-09-07 1 BEN JONES 999009999 SU WAH P01321749 7136291381 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 368132273 X 247494 1363680 1363680 2676006 2676006 452521 452521 452521 8512553 44398355 8512553 12387978 12387978 0 25640232 25392738 0 1056697 265534 0 791163 1404021 139380 0 1264641 467537 42459 0 425078 209335 209335 0 0 45850 13755 0 32095 149928 145508 0 4420 1140146 671444 0 155020 821641 326847 0 20728 3598 0 17130 2052621 1007864 0 1044757 7368504 2825724 0 3734304 9266815 9266815 16635319 2825724 0 13001119 9004913 22567014 0 14086 28611 28611 8875772 14986333 14986333 101577 104140 101577 101577 435990 49245 49245 28395862 26826978 27218864 73346171 79981205 142077476 50221040 45847410 46285902 20528702 862548 20308879 19666154 61566217 0 2957623 2991652 29742020 31477108 41373673 15507904 2666270 13048003 12841634 12705723 3668325 3439054 18747000 228160288 238202932 368132273 7012 7012 0 X 0 0 0 0 228153276 238202932 228153276 238202932 228160288 238202932 228153276 9004913 1044743 238202932 0 238202932 PUBLICY TRADED SECURITIES P 41506683 35638308 5868375 5868375 CAPITAL ROYALTY PARTNERSHIP LOSS P 8027 8027 8027 GAIN ON SALE OF FIXED ASSET P 1000 1000 1000 CAPITAL GAIN ON JOHNSON DEVELOPMENT CO P 1195953 1195953 1195953 GAIN ON SALE OF ECHO ROCK LAND D 1686692 247494 1439198 1439198 8512553 313681 0 313681 0 313681 359927 0 100000 0 459927 0 146246 146246 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 0 0 0 0 0 0 1 0 0 1 0 0 0 0 JOE D ROBINSON 611 MORTON ST RICHMOND TX 77469 CHAIRMAN OF BOARD 10.00 24000 0 0 CHARLES PAT MCDONALD 611 MORTON ST RICHMOND TX 77469 PRESIDENT 40.00 438649 76095 0 JACK H MOORE 2116 THOMPSON ROAD SUITE 116 RICHMOND TX 77469 SECRETARY / LEGAL 10.00 76675 0 0 BEN JONES 611 MORTON ST RICHMOND TX 77469 CFO 40.00 303363 71416 0 LANE WARD 611 MORTON ST RICHMOND TX 77469 DIRECTOR 2.00 17500 0 0 BARBARA BLEIL 611 MORTON ST RICHMOND TX 77469 DIRECTOR 2.00 17000 0 0 SETH DELEERY 611 MORTON ST RICHMOND TX 77469 DIRECTOR 2.00 17000 0 0 WILL ROBERTSON 611 MORTON ST RICHMOND TX 77469 DIRECTOR 2.00 15000 0 0 JULIE GASTON 611 MORTON STREET RICHMOND TX 77469 SENIOR PROGRAM OFFIC 40.00 135084 32605 0 DANA BENOIT 611 MORTON STREET RICHMOND TX 77469 CHIEF OF STAFF 40.00 126116 30138 0 PENNY MEEK 611 MORTON STREET RICHMOND TX 77469 PROGRAM OFFICER 40.00 114326 36707 0 OCTOBER SMITH 611 MORTON STREET RICHMOND TX 77469 LAR CTR MGR 40.00 105348 42486 0 TODD MABRY 611 MORTON STREET RICHMOND TX 77469 RANCH & RETREAT MGR 30.00 109372 27451 0 0 WELLS FARGO PO BOX 95021 HENDERSON NV 890095021 BANK & INVESTMENT FEES 628040 MCGINNIS LOCHRIDGE 711 LOUISIANA ST HOUSTON TX 77002 LEGAL 184595 WILLIS GRAVES & ASSOCIATES INC 8140 N MOPAC BLDG 2 STE 250 AUSTIN TX 78759 OIL & GAS CONSULTING 105724 0 OPERATION OF WELL SPRING CENTER - A FACILITY OFFERED FOR USE BY UNRELATED TAX-EXEMPT ORGANIZATIONS TO HOLD RETREATS, RELIGIOUS AND EDUCATIONAL EVENTS. UTILIZED BY 3,205 ATTENDEES FROM 98 EVENTS IN 2021. 873848 OPERATION OF LONG ACRES RANCH, WHICH IS USED AS A NATURE CENTER AND FOR OUTDOOR EDUCATIONAL ACTIVITIES FOR SCHOOL CHILDREN. THE PROPERTY AND FACILITIES ARE ALSO USED TO HOST OUTDOOR ACTIVITIES FOR BOY SCOUTS AND SIMILAR ORGANIZATIONS. UTILIZED BY 15,459 ATTENDEES FROM 338 EVENTS IN 2021. 1626897 0 245449836 10625054 82496004 338570894 0 0 338570894 5078563 333492331 16674617 16674617 313681 313681 16360936 0 16360936 0 16360936 13001119 0 288426 13289545 16360936 1512570 0 0 13289545 1512570 0 0 11776975 0 0 0 0 0 0 0 0 4583961 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. NONE PURPOSE OR USE RESTRICTIONS ARE IMPOSED. ABIGAILS PLACE 503 FM 359 SUITE 130 200 RICHMOND TX 77406 NONE PC FOR OPERATING SUPPORT 30000 ABIGAILS PLACE 503 FM 359 SUITE 130 200 RICHMOND TX 77406 NONE PC FOR TRANSITIONAL HOUSING FOR SINGLE MOTHERS & THEIR FAMILIES IN FORT BEND CTY 70000 ACHIEVE FB COUNTY P O BOX 707 SUGAR LAND TX 77487 NONE PC FOR SUMMER READING PROGRAM FOR AT-RISK YOUNG READERS IN FORT BEND COUNTY 10000 AID TO VICTIMS OF DOMESTIC ABUSE 1001 TEXAS AVE SUITE 600 HOUSTON TX 77002 NONE PC TO SUPPORT LEGAL ADVOCACY AND FAMILY VIOLENCE PROGRAMS IN FORT BEND COUNTY 45000 ARMS WIDE ADOPTION SERVICES 6925 PORTWEST DRIVE SUITE 110 HOUSTON TX 77024 NONE PC SUPPORT FORT BEND POST ADOPTION PROGRAM 30000 ATTACK POVERTY 3727 GREENBRIAR DR STE 100 STAFFORD TX 77477 NONE PC OPERATIONS & PROGRAMS SUPPORT - FRIENDS OF N RICHMOND, N ROSENBERG, MERCY GOODS, COMMUNITY GARDEN 475200 ATTACK POVERTY 3727 GREENBRIAR DR STE 100 STAFFORD TX 77477 NONE PC HOME REPAIRS FOR FORT BEND COUNTY RESIDENTS AFFECTED BY 2021 WINTER STORM 25000 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AND RANGER RELIEF WITHIN COMPANY A WHICH INCLUDES FORT BEND COUNTY 5000 THE JUNG CENTER 5200 MONTROSE HOUSTON TX 77006 NONE PC CONFERENCE -CLERGY & MENTAL HEALTH PROVIDERS - MENTAL HEALTH, RELIGION, & SPIRITUALITY 6800 THE MENNINGER CLINIC FOUNDATION 12301 MAIN STREET HOUSTON TX 77035 NONE PC TO SUPPORT THE HOSPITAL-WIDE CLINICAL OUTCOMES PROGRAM 30000 THE ROSE 12700 N FEATHERWOOD DRIVE SUITE 260 HOUSTON TX 77034 NONE PC PROVIDE UNINSURED RICHMOND/ROSENBERG WOMEN MAMMOGRAPHY, DIAGNOSTIC, & TREATMENT NAVIGATION 25000 THE SALVATION ARMY 1424 NORTHEAST ATLANTA EXPRESSWAY SOUTHERN TERRITORIAL HQ OF THE SALV ATLANTA GA 30329 NONE PC FOR RENTAL AND UTILITY ASSISTANCE FOR RICHMOND & ROSENBERG RESIDENTS 25000 THE TSTC FOUNDATION 3801 CAMPUS DR WACO TX 767051607 NONE PC TO CONSTRUCT AN EDUCATION BUILDING FOR TSTC FORT BEND 864795 THE TSTC FOUNDATION 3801 CAMPUS DR WACO TX 767051607 NONE PC TO FUND A RECRUITER AT TSTC FORT BEND TO PROVIDE SERVICES TO MILITARY VETERAN STUDENTS 55000 UNDIES FOR EVERYONE 3810 WILLOWBEND 1000 HOUSTON TX 77054 NONE PC TO DISTRIBUTE UNDERWEAR TO SCHOOL NURSES IN LAMAR CISD 11900 UNITED WAY OF GREATER HOUSTON PO BOX 3247 HOUSTON TX 77253 NONE PC COLLABORATIVE RELIEF EFFORTS FOLLOWING 2021 WINTER STORM 215000 UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON 7000 FANNIN STE 1200 HOUSTON TX 77030 NONE GOV TO PILOT THE CIRCLE OF SECURITY MENTAL HEALTH PROGRAM IN RICHMOND 100000 WHARTON COUNTY JUNIOR COLLEGE 911 BOLING HWY WHARTON TX 77488 NONE GOV SCHOLARSHIPS TO STUDENTS GRADUATING FROM LAMAR CHS OR TERRY HS 25000 WILDLIFE HABITAT FEDERATION PO BOX 75 CAT SPRING TX 78933 NONE PC IMPROVE LAND & HABITAT THROUGH OUTREACH & ASSISTANCE TO LANDOWNERS IN COASTAL WATERSHEDS 25000 YMCA OF GREATER HOUSTON 1331 AUGUSTA DRIVE HOUSTON TX 77057 NONE PC AFTER SCHOOL & SUMMER PROGRAMS FOR FB YOUTH, FB SENIORS MEALS ON WHEELS, & FB WOMEN'S CTR 279800 9266815 ATTACK POVERTY 3727 GREENBRIAR DR STE 100 STAFFORD TX 77477 NONE PC OPERATIONS & SUPPORT AT FRIENDS OF N 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JUNIOR COLLEGE 911 BOLING HWY WHARTON TX 77488 NONE PC SCHOLARSHIPS TO STUDENTS GRADUATING FROM LAMAR CHS OR TERRY HS 50000 WILDLIFE HABITAT FEDERATION 1331 AUGUSTA DRIVE HOUSTON TX 77057 NONE PC IMPROVE LAND & HABITAT THROUGH OUTREACH & ASSISTANCE TO LANDOWNERS IN COASTAL WATERSHEDS 50000 YMCA OF GREATER HOUSTON 1331 AUGUSTA DRIVE HOUSTON TX 77057 NONE PC TO RENOVATE AND EXPAND THE T.W. DAVIS YMCA LOCATED IN RICHMOND 2500000 6805674 14 1363680 14 2676006 16 452521 14 12387978 18 8512553 0 25392738 0 25392738 1 0 0 0 0 0 0 1 0 1a(1) 60000 MORTON CEMETERY ASSN CASH GRANT 1b(6) 0 MORTON CEMETERY ASSN MAINTAIN ACCOUNTING RECORDS 1 MORTON CEMETERY ASSN 501(C)13 SOME COMMON OFFICERS AND DIRECTORS X X 1 ECHO ROCK TRUST CHARITABLE REMAINDER TRUST C/O WELLS FARGO WEALTH MANAGEMENT P AUSTIN TX 78704 247494 X 1 3.18 ACRES OF LAND IN KERR COUNTY, TX 247494 2021-08-06 ACCOUNTING FEES 45850 13755 0 32095 MORTON CEMETERY ASSOCIATION 900 MORTON STREET RICHMOND TX 77469 2019-03-19 60000 TO MAINTAIN HISTORICAL CEMETERY FOR HISTORICAL, CULTURAL, AND EDUCATIONAL PURPOSES NONE JUNE 23, 2022 ALL EXPENSES USED AS INTENDED CORPORATE BONDS 45847410 46285902 COMMON STOCK 51877535 98298672 MUTUAL FUNDS 28103670 43778804 26826978 27218864 0 0 LAND, BUILDING, & IMPROVEMENTS 611 MORTON 939653 287484 652169 433374 AUTOMOBILE 30410 30410 0 4000 LAND HELD FOR INVESTMENT 18218390 0 18218390 60333248 FURNITURE & FIXTURES 232090 143121 88969 88969 LAND IMPROVEMENTS 1108159 401533 706626 706626 PARTNERSHIPS AT COST 19214 11708 REAL ESTATE FUNDS AT COST 8448619 13613276 ALTERNATIVE INVESTMENTS AT COST 23009275 27748689 WS FURNITURE & FIXTURES 157544 136930 20614 20615 WS BUILDING 5457857 1203511 4254346 2443152 WS AUTO & WATER PLANT 417692 161713 255979 91467 WS LAND 101250 0 101250 297600 LAR FURNITURE & FIXTURES 556895 267957 288938 288938 LAR BUILDING & IMPROVEMENTS 6975269 854273 6120996 3646000 LAR LAND 1781560 0 1781560 5900000 LAR AUTO 59837 41886 17951 17951 LEGAL 209335 209335 0 0 NET INTANGIBLE ASSETS 3668325 3439054 18747000 AUTO & TRUCK 47439 22998 0 24441 INVESTMENT MGMT FEES 802755 802755 0 0 CONTRACT SERVICES 197151 7929 0 189222 DUES & SUBSCRIPTIONS 19416 4798 0 14618 EXPENSE REIMBURSEMENTS -14829 -4449 0 -10380 INSURANCE 155827 47011 0 108816 MAINTENANCE & REPAIR 435931 71176 0 364755 JANITOR 17062 5119 0 11943 UTILITIES 150280 13311 0 136969 MAINTENANCE - WATER PLANT 11918 0 0 11918 SUPPLIES 185525 21244 0 164281 MISCELLANEOUS 44146 15972 0 28174 OIL & GAS ROYALTIES 12560577 12560577 LONG ACRE RANCH INCOME 2382 2382 WELL SPRINGS INCOME 12200 12200 K-1 CAPITAL ROYALTY -11244 -11244 K-1 CANYON BALANCED ASP FUND 22463 22463 K-1 APOLLO CREDIT STRATEGIES ASP FUND 28757 28757 K-1 BC DOUBLE IMPACT -227159 -227159 OTHER MISC 2 2 EXCESS FMV OVER BASIS OF DONATED LAND 1044743 OTHER CONSULTING 149928 145508 0 4420 EXCISE TAX 313682 0 0 0 AD VALOREM 225566 225566 0 0 PRODUCTION TAX 346576 346576 0 0 FOREIGN 79884 79884 0 0 PAYROLL 174438 19418 0 155020