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HENDERSON FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
HENDERSON FAMILY FOUNDATION INC (EIN 47-2469963)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-07-19
IRS object ID
202412019349100506
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-07-19T12:09:48-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN811343524PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line11SOURCE PARTNERSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1701 S HOWARD AVE STE 203AddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472469963EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HENDERSON FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHENDBusinessNameControlTxt
Phone8136621558PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 172007AddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33672ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID M HENDERSONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8136621558PhoneNum
Signature2024-07-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastHENDERSONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL DEGANCEPreparerPersonNm
PTINP00443908PTIN
Phone8132547222PhoneNum
Preparation2024-07-19PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,310,574FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$10InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$54,154DividendsRevAndExpnssAmt
Dividends Net Invst Incm$54,154DividendsNetInvstIncmAmt
Dividends Adj Net Incm$54,154DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$333,862NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,058,115GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$333,862CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$388,026TotalRevAndExpnssAmt
Total Net Invst Incm$388,026TotalNetInvstIncmAmt
Total Adj Net Incm$54,164TotalAdjNetIncmAmt
Oth Empl Slrs Wgs Rev And Expnss$19,912OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$19,912OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,788AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$4,788AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$23,324OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$23,324OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$6,085TaxesRevAndExpnssAmt
Taxes Net Invst Incm$351TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$1,695TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,354OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$1,354OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$55,463TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,675TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$27,749TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$176,080ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$176,080ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$231,543TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,675TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$203,829TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$156,483ExcessRevenueOverExpensesAmt
Net Investment Income$364,351NetInvestmentIncomeAmt
Adjusted Net Income$54,164AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$91,421CashBOYAmt
Cash EOY$102,568CashEOYAmt
Cash EOYFMV$102,568CashEOYFMVAmt
Corporate Stock BOY$4,089,330CorporateStockBOYAmt
Corporate Stock EOY$5,208,006CorporateStockEOYAmt
Corporate Stock EOYFMV$5,208,006CorporateStockEOYFMVAmt
Total Assets BOY$4,180,751TotalAssetsBOYAmt
Total Assets EOY$5,310,574TotalAssetsEOYAmt
Total Assets EOYFMV$5,310,574TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$4,180,751RetainedEarningBOYAmt
Retained Earning EOY$5,310,574RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,180,751TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,310,574TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,180,751TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,310,574TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,180,751TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$156,483ExcessRevenueOverExpensesAmt
Other Increases$973,340OtherIncreasesAmt
Subtotal$5,310,574SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,310,574TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH - 3171P$1,789,129$1,880,757-$91,628-$91,628
MERRILL LYNCH - 3171P$1,268,986$843,496$425,490$425,490
FieldValueIRS element (for citing)
Capital Gain Net Income$333,862CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,064InvestmentIncomeExciseTaxAmt
Subtotal$5,064SubtotalAmt
Tax Based On Investment Income$5,064TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,875EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,875TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$91EsPenaltyAmt
Tax Due$2,280TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID HENDERSONIndividualWithBooksNm
Phone8136621558PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 172007AddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33672ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GREGORY L HENDERSON
PO BOX 172007TAMPAFL33672DIRECTOR0.25$0$0$0
DAVID M HENDERSON
PO BOX 172007TAMPAFL33672DIRECTOR0.25$0$0$0
GREGORY L HENDERSON JR
PO BOX 172007TAMPAFL33672DIRECTOR0.25$0$0$0
KRISTEN M HENDERSON
PO BOX 172007TAMPAFL33672DIRECTOR0.25$0$0$0
MATTHEW D HENDERSON
PO BOX 172007TAMPAFL33672DIRECTOR0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,648,668AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$96,994AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,745,662TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,745,662AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$71,185CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,674,477NetVlNoncharitableAssetsAmt
Minimum Investment Return$233,724MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$233,724MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,064TaxBasedOnInvestmentIncomeAmt
Total Tax$5,064TotalTaxAmt
Distributable Before Adj$228,660DistributableBeforeAdjAmt
Distributable Before Ded$228,660DistributableBeforeDedAmt
Distributable As Adjusted$228,660DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$203,829ExpensesAndContributionsAmt
Qualifying Distributions$203,829QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$228,660DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$3,346ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,346TotalExcessDistributionCyovAmt
Qualifying Distributions$203,829QualifyingDistributionsAmt
Applied To Current Year$203,829AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$3,346ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,346ExcessDistributionCyovAppCYAmt
Undistributed Income CY$21,485UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GREATER WORKS MINISTRIES
2110 OAKHURST DRIVEWINTER HAVENFL33881CHARITABLE CONTRIBUTION$500
HOPE FOR HER
140 YARBOROUGH ROADBRANDONFL33510CHARITABLE CONTRIBUTION$500
STREET ANGEL MINISTRY
6918 MONARCH PARK DRIVEAPOLLO BEACHFL33572CHARITABLE CONTRIBUTION$50,000
BOYS AND GIRLS CLUB OF TAMPA BAY
1307 N MACDILL AVETAMPAFL33607CHARITABLE CONTRIBUTION$20,000
STARTING RIGHT NOW INC
1212 W CASS STREETTAMPAFL33606CHARITABLE CONTRIBUTION$15,000
RONALD MCDONALD HOUSE CHARITIES
26345 NETWORK PLACECHICAGOIL60673CHARITABLE CONTRIBUTION$18,000
INSTRUMENTS 4 LIFE
1101 RAY CHARLES BLVDTAMPAFL33602CHARITABLE CONTRIBUTION$4,540
RECURRENT RESPIRATORY PAPILLOMATOSI
PO BOX 6643LAWRENCEVILLENJ08648CHARITABLE CONTRIBUTION$10,540
JOHN B GORRIE FOUNDATION
705 W DE LEON STTAMPAFL33606CHARITABLE CONTRIBUTION$2,000
BELL SHOALS CHURCH - REAL HOPE FOOD
2102 BELL SHOALS ROADBRANDONFL33511CHARITABLE CONTRIBUTION$55,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$176,080TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$54,154RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$333,862RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$388,026RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$388,026TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$4,788Amt
Disbursements Charitable Prps$4,788DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCH 03171StockNm
EOY Book Value$5,208,006EOYBookValueAmt
EOYFMV$5,208,006EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK FEES$15$15
PAYROLL PROCESSING FEES$1,339$1,339

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
CHANGE IN UNREALIZED LOSS$972,800
1099 ADJUSTMENT$540

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$23,324Amt
Net Investment Income$23,324NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAX EXPENSE$4,100
FOREIGN TAXES$290$290
ANNUAL REPORT$61$61$61
PAYROLL TAXES$1,634$1,634

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