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DAVID B HENDRICKS II FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
DAVID B HENDRICKS II FOUNDATION (EIN 76-0619640)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-09-16
IRS object ID
202242599349100009
Schema version
2021v4.2
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)
Return2022-09-16T12:50:46-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN203305579PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NIEDERSACHSEN LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15642 SYLMAR RDAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77081ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN760619640EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID B HENDRICKS II FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDAVIBusinessNameControlTxt
Phone9364413840PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110338 HUNTER CREEK LANEAddressLine1Txt
CityCONROECityNm
State AbbreviationTXStateAbbreviationCd
ZIP77304ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID B HENDRICKSPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9364413840PhoneNum
Signature2022-08-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastHENDRICKSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRIS KOLENDAPreparerPersonNm
PTINP00644073PTIN
Phone7136244216PhoneNum
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,098,624FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$11InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$42,503DividendsRevAndExpnssAmt
Dividends Net Invst Incm$42,503DividendsNetInvstIncmAmt
Net Rental Income Or Loss$0NetRentalIncomeOrLossAmt
Gross Sales Price$172,611GrossSalesPriceAmt
Net ST Capital Gain Adj Net Incm$23,859NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss-$26,741OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$15,773TotalRevAndExpnssAmt
Total Net Invst Incm$42,514TotalNetInvstIncmAmt
Total Adj Net Incm$23,859TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$4,728OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$69TaxesRevAndExpnssAmt
Taxes Net Invst Incm$69TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$5,547TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$69TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$56,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$61,547TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$69TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$45,774ExcessRevenueOverExpensesAmt
Net Investment Income$42,445NetInvestmentIncomeAmt
Adjusted Net Income$23,859AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$60,313CashBOYAmt
Cash EOY$290,498CashEOYAmt
Cash EOYFMV$290,498CashEOYFMVAmt
Corporate Stock BOY$535,706CorporateStockBOYAmt
Corporate Stock EOY$505,724CorporateStockEOYAmt
Corporate Stock EOYFMV$808,126CorporateStockEOYFMVAmt
Other Investments BOY$250,000OtherInvestmentsBOYAmt
Total Assets BOY$846,019TotalAssetsBOYAmt
Total Assets EOY$796,222TotalAssetsEOYAmt
Total Assets EOYFMV$1,098,624TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$846,019CapitalStockBOYAmt
Capital Stock EOY$796,222CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$846,019TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$796,222TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$846,019TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$796,222TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$846,019TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$45,774ExcessRevenueOverExpensesAmt
Subtotal$800,245SubtotalAmt
Other Decreases$4,023OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$796,222TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SMH STCGP2019-06-302020-03-31$163,803$139,944$23,859$23,859
SMH LTCGP2019-06-302021-06-30$6,483$59,408-$52,925-$52,925
SMH CG DISTRP2019-06-302021-06-30$2,325$2,325$2,325
FieldValueIRS element (for citing)
Capital Gain Net Income-$26,741CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$23,859NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$590InvestmentIncomeExciseTaxAmt
Subtotal$590SubtotalAmt
Tax Based On Investment Income$590TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,446EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,446TotalPaymentsAndCreditsAmt
Overpayment$856OverpaymentAmt
Applied To ES Tax$856AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DAVID B HENDRICKSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9364413840PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110338 HUNTER CREEK LANEAddressLine1Txt
CityCONROECityNm
State AbbreviationTXStateAbbreviationCd
ZIP77304ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App0UndistrIncmSect4942a2NotAppInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Proceeds Or Net Income0ProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID B HENCDRICKSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line110338 HUNTER CREEK LANEAddressLine1Txt
CityCONROECityNm
State AbbreviationTXStateAbbreviationCd
ZIP77304ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos1AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonNONEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line110338 HUNTER CREEK LANEAddressLine1Txt
CityCONROECityNm
State AbbreviationTXStateAbbreviationCd
ZIP77304ZIPCd
FieldValueIRS element (for citing)
TitleNONETitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$885,923AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$175,406AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,061,329TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,061,329AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,920CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,045,409NetVlNoncharitableAssetsAmt
Minimum Investment Return$52,270MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$52,270MinimumInvestmentReturnAmt
Tax Based On Investment Income$590TaxBasedOnInvestmentIncomeAmt
Total Tax$590TotalTaxAmt
Distributable Before Adj$51,680DistributableBeforeAdjAmt
Distributable Before Ded$51,680DistributableBeforeDedAmt
Distributable As Adjusted$51,680DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Set Aside Cash Distri Test$56,000SetAsideCashDistriTestAmt
Qualifying Distributions$56,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$51,680DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,313ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,518ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$123ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,954ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,908TotalExcessDistributionCyovAmt
Qualifying Distributions$56,000QualifyingDistributionsAmt
Applied To Current Year$51,680AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,320RemainingDistriFromCorpusAmt
Total Corpus$10,228TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,313ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,915ExcessDistriCyovToNextYrAmt
Excess From Year4$1,518ExcessFromYear4Amt
Excess From Year2$123ExcessFromYear2Amt
Excess From Year1$2,954ExcessFromYear1Amt
Excess From Current Year$4,320ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
YOUTH REACH HOUSTON
PO BOX 9631HOUSTONTX77213PUB CHPVD SOME FIN L SUPPORT$7,500
THE ARK GROUP
20515 SH 249 CB 127HOUSTONTX77070PUB CHPVD SOME FIN L SUPPORT$7,500
TEXAS A&M UNIV
DEPT OF FINANCECOLLEGE STATIONTX778434113PUB CHPVD SOME FIN L SUPPORT$5,000
TEXAS CHRISTIAN UNIVERSITY
TCU BOX 297044FORT WORTHTX76129PUB CHPVD SOME FIN L SUPPORT$15,000
UNIV OF HOUSTON
221 CULLEN BLDGHOUSTONTX77204PUB CHARPVD SOME FIN L SUPPORT$5,000
MONTGOMERY CTY WOMEN
1600 LAKE FRONT CIRCLE 200SPRINGTX77380PUB CHPVD SOME FIN L SUPPORT$5,000
UMKC FOUNDATION
5115 OAK STREETKANSAS CITYMO64112PUB CHPVD SOME FIN L SUPPORT$11,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$56,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42,503ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$42,514ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$42,514TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$750Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBL TRADED SECURITIESStockNm
EOY Book Value$505,724EOYBookValueAmt
EOYFMV$808,126EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTSDesc
Amt$4,023Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCAPITAL LOSS ON PAGE 3[:COMMA:] PART IVDesc
Revenue And Expenses Per Books-$26,741RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MGMT FEESCategoryTxt
Amt$4,728Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$69Amt
Net Investment Income$69NetInvestmentIncomeAmt

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