FURP.ORG / PUBLIC DATA EXPLORER

ANDREW A & MARY R HENDRICKS FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ANDREW A & MARY R HENDRICKS FAMILY FOUNDATION (EIN 94-3420366)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-12
IRS object ID
202101329349103305
Schema version
2020v4.0
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)
Return2021-05-12T17:39:38-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560731535PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1S PRESTON DOUGLAS & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2339AddressLine1Txt
CityLUMBERTONCityNm
State AbbreviationNCStateAbbreviationCd
ZIP283592339ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943420366EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANDREW A AND MARY R HENDRICKSBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlANDRBusinessNameControlTxt
Phone9107387154PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1103 ROSEWOOD DRIVEAddressLine1Txt
CityLUMBERTONCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28358ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW A HENDRICKSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9107387154PhoneNum
Signature2021-05-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCULBERT M MCLEAN JRPreparerPersonNm
PTINP00116613PTIN
Phone9107397523PhoneNum
Preparation2021-05-07PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$834,637FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$45,834DividendsRevAndExpnssAmt
Dividends Net Invst Incm$45,834DividendsNetInvstIncmAmt
Dividends Adj Net Incm$45,834DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,067NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$168,469GrossSalesPriceAmt
Total Rev And Expnss$42,767TotalRevAndExpnssAmt
Total Net Invst Incm$45,834TotalNetInvstIncmAmt
Total Adj Net Incm$45,834TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$5,039OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,039OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$5,039OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$371TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,410TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,039TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$5,039TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$55,410TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,039TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$5,039TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$50,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,643ExcessRevenueOverExpensesAmt
Net Investment Income$40,795NetInvestmentIncomeAmt
Adjusted Net Income$40,795AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$388CashBOYAmt
Cash EOY$728CashEOYAmt
Cash EOYFMV$728CashEOYFMVAmt
Corporate Stock BOY$416,078CorporateStockBOYAmt
Corporate Stock EOY$439,376CorporateStockEOYAmt
Corporate Stock EOYFMV$682,772CorporateStockEOYFMVAmt
Corporate Bonds BOY$150,349CorporateBondsBOYAmt
Corporate Bonds EOY$147,404CorporateBondsEOYAmt
Corporate Bonds EOYFMV$151,137CorporateBondsEOYFMVAmt
Other Assets BOY$33,983OtherAssetsBOYAmt
Total Assets BOY$600,022TotalAssetsBOYAmt
Total Assets EOY$587,508TotalAssetsEOYAmt
Total Assets EOYFMV$834,637TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$600,022NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$587,508NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$600,022TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$587,508TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$600,022TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$587,508TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$600,022TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,643ExcessRevenueOverExpensesAmt
Subtotal$587,379SubtotalAmt
Other Decreases-$129OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$587,508TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS - STP2020-01-212020-10-26$61,173$62,107-$934-$934
UBS - LTP2017-10-252020-08-12$107,296$109,429-$2,133-$2,133
FieldValueIRS element (for citing)
Capital Gain Net Income-$3,067CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$567InvestmentIncomeExciseTaxAmt
Subtotal$567SubtotalAmt
Tax Based On Investment Income$567TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$8EsPenaltyAmt
Tax Due$575TaxDueAmt

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 AddressNONEWebsiteAddressTxt
Individual With BooksANDREW A HENDRICKSIndividualWithBooksNm
Phone9107387154PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1103 ROSEWOOD DRIVEAddressLine1Txt
CityLUMBERTONCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28358ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANDREW A HENDRICKS
103 ROSEWOOD DRIVELUMBERTONNC28358PRESIDENT0.50$0$0$0
MARY R HENDRICKS
103 ROSEWOOD DRIVELUMBERTONNC28358BOARD MEMBER0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NEW NETHERLAND MUSEUM (HOLLAND VILLAGE, INC.) A 501(C)(3) NON-PROFIT EDUCATIONAL ORGANIZATION WHICH SPONSORS A MUSEUM WITH A FULL-SIZED REPLICA OF HENRY HUDSON'S 1609 SHIP, DE HALVE MAEN.Description1Txt
Expenses1$50,000Expenses1Amt

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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$567TaxBasedOnInvestmentIncomeAmt
Total Tax$567TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$50,000ExpensesAndContributionsAmt
Qualifying Distributions$50,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$50,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Qualifying Distributions$50,000QualifyingDistributionsAmt
Remaining Distri From Corpus$50,000RemainingDistriFromCorpusAmt
Total Corpus$50,000TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$50,000ExcessDistriCyovToNextYrAmt
Excess From Current Year$50,000ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1NEW NETHERLAND MUSEUMBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1103 ROSEWOOD DRIVEAddressLine1Txt
CityLUMBERTONCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28358ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPFRecipientFoundationStatusTxt
Grant Or Contribution PurposeSUPPORT OF MUSEUMGrantOrContributionPurposeTxt
Amt$50,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$45,834RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$3,067RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$42,767RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$42,767TotalIncomeProducingActyAmt

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondUBSBondNm
EOY Book Value$147,404EOYBookValueAmt
EOYFMV$151,137EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockUBSStockNm
EOY Book Value$439,376EOYBookValueAmt
EOYFMV$682,772EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescMUTUAL FUNDSDesc
BOY Book Value$33,983BOYBookValueAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescSTOCK ADJUSTMENTDesc
Amt-$129Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISOR FEESCategoryTxt
Amt$5,039Amt
Net Investment Income$5,039NetInvestmentIncomeAmt
Adjusted Net Income$5,039AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$371Amt