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DAVID B HENDRICKS II FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
DAVID B HENDRICKS II FOUNDATION (EIN 76-0619640)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-09-17
IRS object ID
202102659349100100
Schema version
2020v4.1
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)
Return2021-09-17T05:17:03-04:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line115100 Diamondhead RoadAddressLine1Txt
CityMontgomeryCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77356ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDavid B HendricksPersonNm
Person TitleDirectorPersonTitleTxt
Phone9364413840PhoneNum
Signature2021-09-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDavidPersonFirstNm
Person LastHendricksPersonLastNm

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChris KolendaPreparerPersonNm
PTINP00644073PTIN
Phone8326680215PhoneNum
Preparation2021-09-17PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$1,024,032FMVAssetsEOYAmt
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$8InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$39,685DividendsRevAndExpnssAmt
Dividends Net Invst Incm$39,685DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$21,407NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$315,839GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$21,407CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$31,862NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$61,100TotalRevAndExpnssAmt
Total Net Invst Incm$61,100TotalNetInvstIncmAmt
Total Adj Net Incm$31,862TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$74TaxesRevAndExpnssAmt
Taxes Net Invst Incm$74TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$3,601OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$4,425TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$74TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$46,925TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$74TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$14,175ExcessRevenueOverExpensesAmt
Net Investment Income$61,026NetInvestmentIncomeAmt
Adjusted Net Income$31,862AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$82,377SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$60,313SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$60,313SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$499,410CorporateStockBOYAmt
Corporate Stock EOY$535,706CorporateStockEOYAmt
Corporate Stock EOYFMV$713,719CorporateStockEOYFMVAmt
Other Investments BOY$250,000OtherInvestmentsBOYAmt
Other Investments EOY$250,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$250,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$831,787TotalAssetsBOYAmt
Total Assets EOY$846,019TotalAssetsEOYAmt
Total Assets EOYFMV$1,024,032TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$831,787CapitalStockBOYAmt
Capital Stock EOY$846,019CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$831,787TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$846,019TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$831,787TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$846,019TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$831,787TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$14,175ExcessRevenueOverExpensesAmt
Other Increases$57OtherIncreasesAmt
Subtotal$846,019SubtotalAmt
Tot Net Ast Or Fund Balances EOY$846,019TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
SMH CG DistributionsP2018-01-012020-06-30$1,454$1,454$1,454
SMH STCGP2020-01-012020-06-30$214,461$31,862$31,862$182,599
SMH LTCLP2018-01-012020-06-30$99,924-$11,909-$11,909$111,833
FieldValueIRS element (for citing)
Capital Gain Net Income$21,407CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$31,862NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$848InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$848SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$848TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,194EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,194TotalPaymentsAndCreditsAmt
Overpayment$1,346OverpaymentAmt
Applied To ES Tax$1,346AppliedToESTaxAmt

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
Org Report Or Register StateTXOrgReportOrRegisterStateCd
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
Individual With BooksDavid B HendricksIndividualWithBooksNm
Phone9364413840PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115100 Diamondhead RoadAddressLine1Txt
CityMontgomeryCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77356ZIPCd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDavid B HendricksPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line115100 Diamondhead RoadAddressLine1Txt
CityMontgomeryCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77356ZIPCd
FieldValueIRS element (for citing)
TitleDirectorTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$874,713AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$71,345AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$946,058TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$946,058AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,191CashDeemedCharitableAmt
Net Vl Noncharitable Assets$931,867NetVlNoncharitableAssetsAmt
Minimum Investment Return$46,593MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$46,593MinimumInvestmentReturnAmt
Tax Based On Investment Income$848TaxBasedOnInvestmentIncomeAmt
Total Tax$848TotalTaxAmt
Distributable Before Adj$45,745DistributableBeforeAdjAmt
Distributable Before Ded$45,745DistributableBeforeDedAmt
Distributable As Adjusted$45,745DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Set Aside Cash Distri Test$42,500SetAsideCashDistriTestAmt
Qualifying Distributions$42,500QualifyingDistributionsAmt
Adjusted Qualifying Distri$42,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$45,745DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$7,622ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,313ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,518ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$123ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$10,576TotalExcessDistributionCyovAmt
Qualifying Distributions$42,500QualifyingDistributionsAmt
Applied To Current Year$42,500AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$3,245ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,245ExcessDistributionCyovAppCYAmt
Total Corpus$7,331TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$4,377ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,954ExcessDistriCyovToNextYrAmt
Excess From Year4$1,313ExcessFromYear4Amt
Excess From Year3$1,518ExcessFromYear3Amt
Excess From Year1$123ExcessFromYear1Amt

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
The ARK Group
20515 SH 249HoustonTX77070PCProvide Some Finl Support$5,000
Youth Reach Houston
PO Box 9631HoustonTX77213PCProvide some financial support$5,000
Texas Christian University
TCU Box 297044Fort WorthTX76129PCProvide some financial support$10,000
UNIV OF MISSOURI KANSAS CITY
5115 OAK STREET ROOM 229Kansas CityMO64112PCProvide some financial support$7,500
TEXAS AM UNIVERSITY
DEPARTMENT OF FINANCECollege StationTX778434113PCProvide some financial support$5,000
University of Houston Bauer College
221 E Cullen BldgHoustonTX77204PCProvide Some Finl Support$5,000
Montgomery County Womens Center
1600 Lake Front Circle 200SpringTX77380PCProvide some finl support$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$39,685ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,407ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$61,100ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$61,100TotalIncomeProducingActyAmt

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)
CategoryTax PreparationCategoryTxt
Amt$750Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Cash Distribution Expln Stmt CashDistributionExplnStmt

FieldValueIRS element (for citing)
ExplanationContributions to public charities.ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Publicly Traded Securities$376,929$555,201
Large Cap Mutual Funds$158,777$158,518

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemRevista NoteCategoryOrItemTxt
Book Value$250,000BookValueAmt
EOYFMV$250,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescInv FeesDesc
Revenue And Expenses Per Books$3,601RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBasis AdjustmentsDesc
Amt$57Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign TaxesCategoryTxt
Amt$74Amt
Net Investment Income$74NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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