2020-08-06T09:46:11-05:00 2019-12-31 475495106 JOSEPH WHITAKER CPA 1489 BALTIMORE PIKE STE 108-B SPRINGFIELD PA 19064 990PF 2019-01-01 271445136 THE WILBUR C AND BETTY LEA HENDERSON FOUNDATION WILB 6103611316 5 CHRISTY DRIVE RM/STE 105 CHADDS FORD PA 19317 WILLIAM R TAYLOR EXECUTIVE DIRECTOR 6105474944 2020-07-29 true LEE ANNE DOUGHERTY P00737874 4844706700 2020-08-06 X 2019 2022-09-23 18:48:47Z X 3487682 X 500000 X 1012 1012 1012 87569 87569 87569 -385 1050521 588196 88581 88581 90000 9000 81000 7187 719 6468 6848 685 6163 1129 17705 11945 5760 122869 22349 99391 1055500 702000 1178369 22349 801391 -590173 66232 88581 296603 200342 200342 2959726 3059723 3277605 1398 1398 10863 9735 9735 3267192 3269800 3487682 11504 1513500 1867000 1525004 1867000 X 1742188 1402800 1742188 1402800 3267192 3269800 1742188 -590173 250785 1402800 1402800 4806.18 SHRS DODGE & COX INCOME FUND P 2019-01-31 64691 64381 310 310 3315.882 SHRS METROPOLITAN WEST T/R P 2019-09-27 34618 33822 796 796 43 SHRS ISHARES 7-10 YEAR TREASURY B P 2019-11-25 4802 4844 -42 -42 5335.97 SHRS PIMCO INVST GR CORP BD P 2019-01-31 54000 53779 221 221 7002.96 SHRS VANGUARD TOTAL BD MKT I P 2019-09-24 77943 73742 4201 4201 133 SHRS JPMORGAN BETABUILDERS EUROP P 2019-11-25 3288 3177 111 111 390 SHRS VANGUARD ST BOND ETF P 2019-01-10 30647 30596 51 51 406 SHRS VANGUARD ST BOND ETF P 2019-09-24 32802 31984 818 818 765 SHRS VANGUARD ST BOND ETF P 2019-01-31 60472 60014 458 458 590 SHRS ISHARES BARCLAYS MBS BOND F P 2019-09-24 63812 62246 1566 1566 3237.53 SHRS JH II STRAT INC OPP R6 P 2019-01-31 33185 33677 -492 -492 662.674 SHRS FIDELITY INT'L INDEX FD P 2019-11-25 28548 28601 -53 -53 300 SHRS ISHARE JP MORGAN EM BOND FU P 2019-02-14 32438 31043 1395 1395 249.71SHRS FIDELITY 500 INDEX FD P 2019-11-21 27001 25580 1421 1421 5105.94 SHRS AMG MG PICTET INTL-Z P 2019-02-15 44830 55000 -10170 -10170 1606.84 SHRS SIX CIRCLES US UNCONSTR P 2019-11-25 17611 16406 1205 1205 3589.74 SHRS FEDERATED INST HI YLD B P 2019-03-01 34785 35000 -215 -215 554.05 SHRS DOUBLELINE TTI RETURN BO P 2019-11-25 5945 5945 1144 SHRS JPMORGAN BETABUILDERS JAPA P 2019-03-01 25878 28358 -2480 -2480 578.15 SHRS FIDELITY 500 INDEX 3159 P 2019-11-25 63128 59225 3903 3903 263 SHRS JPMORGAN BETABUILDERS JAPA P 2019-03-01 5951 6519 -568 -568 630.14 SHRS PIMCO INVST GR CORP BD P 2019-11-25 3933 3623 310 310 4099.08 SHRS CAPITAL GR NON US EQUIT P 2019-04-01 55542 55000 542 542 273.61 SHRS PIMCO INCOME FD INS P 2019-11-25 3277 3247 30 30 1275.79 SHRS DODGE & COX INTL STOCK P 2019-04-01 52474 55000 -2526 -2526 2858.43 SHRS VANGUARD TOTAL BD MKT I P 2019-11-25 27257 26194 1063 1063 1048.53 SHRS FIDELITY 500 INDEX 3159 P 2019-04-01 105000 107412 -2412 -2412 2858.43 SHRS VANGUARD TOTAL BD MKT I P 2019-11-25 4443 4269 174 174 863 SHRS JPMORGAN BETABUILDERS EUROP P 2019-08-23 19521 20617 -1096 -1096 951.51 SHRS VANGUARD TOTAL INTL BOND P 2019-11-25 22132 22268 -136 -136 78 SHRS JPMORGAN BETABUILDERS EUROP P 2019-08-23 1765 1863 -98 -98 141SHRS JPMORGAN BETABUILDERS CANADA P 2019-11-25 3592 3450 142 142 -385 -8387 false 531244 3207434 0.165629 516692 305507 1.691261 465685 275913 1.687797 233687 193946 1.204908 193653 360856 0.536649 5.286244 1.057249 3446887 3644218 662 3644880 801391 1325 1325 1325 X 52 1377 false false false false false false false false true PA true false false false false true WWW.THEHENDERSONFOUNDATION.ORG WILLIAM R TAYLOR 6103611316 5 CHRISTY DRIVE SUITE 105 CHADDS FORD PA 19317 false false false false false false false false false false false false false false false false false false false false WILLIAM R TAYLOR 5 CHRISTY DRIVE SUITE 105 CHADDS FORD PA 19317 EXECUTIVE DI 000.00 90000 0 0 DAVID A WASHABAUGH III 5 CHRISTY DRIVE SUITE 105 CHADDS FORD PA 19317 DIRECTOR 000.00 0 0 0 JOHN J COYLE 3RD 5 CHRISTY DRIVE SUITE 105 CHADDS FORD PA 19317 DIRECTOR 000.00 0 0 0 STEVEN K HENDERSON 5 CHRISTY DRIVE SUITE 105 CHADDS FORD PA 19317 VICE PRESIDE 000.00 0 0 0 STEVEN BUXTON 5 CHRISTY DRIVE SUITE 105 CHADDS FORD PA 19317 DIRECTOR 000.00 0 0 0 DAVID HENDERSON JR 5 CHRISTY DRIVE SUITE 105 CHADDS FORD PA 19317 DIRECTOR 000.00 0 0 0 CHRISTINA HENDERSON SOTHERDEN 5 CHRISTY DRIVE SUITE 105 CHADDS FORD PA 19317 DIRECTOR 000.00 0 0 0 WALTER J TIMBEY III 100 WEST SIXTH STREET SUITE 204 MEDIA PA 19063 DIRECTOR 000.00 0 0 0 NONE NONE THE FOUNDATION HAS BEEN ESTABLISHED TO FUND RESEARCH, EDUCATION, AND TRAINING IN THE AREAS OF REAL ESTATE AND NURSING ALONG WITH PROVIDING FUNDING TO COMMUNITY, CIVIC, EDUCATIONAL, ENVIRONMENTAL, RELIGIOUS AND VETERANS ORGANIZATIONS IN PENNSYLVANIA. N/A 3293158 206220 0 3499378 3499378 52491 3446887 172344 172344 1325 1325 171019 171019 171019 801391 801391 801391 171019 175610 223990 451889 501417 370872 1723778 801391 171019 630372 2354150 0 175610 2178540 223990 451889 501417 370872 630372 NONE NONE X DELAWARE COUNTY COMMUNITY COLLEGE 901 MEDIA LINE ROAD MEDIA PA 19063 PLEDGE FOR VETERANS PROGRAM 10000 FULTON COUNTY MEDICAL CENTER 214 PEACH ORCHARD RD MCCONNELLSBURG PA 17233 NURSING EDUCATION 10500 HOMER HOYT INSTUTUTE THE HOYT CENTER 760 US HIGHWAY 1 SUITE 300 NORTH PALM BEACH FL 334084424 TRAINING DISABLED 25000 PENN STATE UNIVERSITY - BRANDYWINE 25 YEARSLEY MILL RD MEDIA PA 19063 EDUCATIONAL SUPPORT 30000 DELAWARE COUNTY HIGH Q PROGRAM 1974 SPROUL RD SUITE 300 BROOMALL PA 19008 SUPPORT ACADEMIC COMPETITION 50000 FULTON COUNTY MEDICAL CENTER 214 PEACH ORCHARD RD MCCONNELLSBURG PA 17233 COMMUNITY HEALTH SERVICES 200000 TAYLOR COMMUNITY FOUNDATION PO BOX 277 RIDLEY PARK PA 19078 EDUCATIONAL SUPPORT 21000 SIM USA 14830 CHOATE CIRCLE CHARLOTTE NC 28273 MISSIONARY SUPPORT 20000 PENN STATE UNIVERSITY - BRANDYWINE 25 YEARSLEY MILL RD MEDIA PA 19063 KRISTEN WOOLEVER FOUNDATION 10000 MEDIA PRESBYTERIAN CHURCH 30 E BALTIMORE AVE MEDIA PA 19063 SPONSOR SPECIAL PROGRAM 8000 THE COMMUNITY'S FOUNDATION PO BOX 277 RIDLEY PARK PA 19078 NURSING SCHOLARSHIPS 17500 MUSCULAR DYSTROPHY ASSOCIATION 600 REED ROAD SUITE 104 BROOMALL PA 19008 SUMMER CAMP, EQ. LOAN PROG, RESEARCH 100000 DREXEL UNIVERSITY 3141 CHESTNUT ST PHILADELPHIA PA 19104 EDUCATIONAL SUPPORT 200000 702000 DREXEL UNIVERSITY 3141 CHESTNUT ST PHILADELPHIA PA 19104 EDUCATIONAL SUPPORT 1000000 1000000 1012 87569 -385 88196 88196 false false false false false false false false false false ACCOUNTING & TAX PREPARATION 6848 685 6163 ORGANIZATION EXPENSES 2014-01-01 16224 5408 S/L 15.0000 1082 COMPUTER EQUIPMENT 2014-02-28 1398 1351 S/L 5.0000 47 401.99 SHRS SIX CIRCLES ULTRA SHORT PURCHASE 2019-11 4024 4024 FIXED INCOME MUTUAL FUNDS AT COST 1311621 1360358 EQUITY MUTUAL FUNDS AT COST 1748102 1917247 OFFICE EQUIPMENT 1398 1398 ORGANIZATION EXPENSES - NET 9735 9735 EXPENSES INSURANCE 501 501 BANK SERVICE CHARGES 42 4 38 OFFICE EXPENSE 3309 331 2978 PAYROLL PROCESSING 2492 249 2243 ADVISORY FEES 11361 11361 PRIOR YR BOOK VALUE ADJMT 250785