ANDREW A & MARY R HENDRICKS FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ANDREW A & MARY R HENDRICKS FAMILY FOUNDATION (EIN 94-3420366)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-06
- IRS object ID
- 202503109349101230
- Schema version
- 2024v5.0
- 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
- Form 990-PF
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-06T14:02:10-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560731535 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S PRESTON DOUGLAS & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2339 | AddressLine1Txt |
| City | LUMBERTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 283592339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943420366 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW A AND MARY R HENDRICKS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANDR | BusinessNameControlTxt |
| Phone | 9107387154 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 ROSEWOOD DRIVE | AddressLine1Txt |
| City | LUMBERTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28358 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW A HENDRICKS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9107387154 | PhoneNum |
| Signature | 2025-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CULBERT M MCLEAN JR | PreparerPersonNm |
| PTIN | P00116613 | PTIN |
| Phone | 9107397523 | PhoneNum |
| Preparation | 2025-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $686,282 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $9,268 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,268 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,268 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,459 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $147,018 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,734 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $47,727 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,002 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $9,268 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $5,356 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,356 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $51 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $51 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,407 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,407 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $104,060 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $104,060 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $109,467 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,407 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $104,060 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$61,740 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,595 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,268 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $671 | CashBOYAmt |
| Cash EOY | $1,374 | CashEOYAmt |
| Cash EOYFMV | $1,374 | CashEOYFMVAmt |
| US Government Obligations BOY | $3,898 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $396,676 | CorporateStockBOYAmt |
| Corporate Stock EOY | $366,319 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $581,662 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $155,764 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $127,576 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $103,246 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $557,009 | TotalAssetsBOYAmt |
| Total Assets EOY | $495,269 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $686,282 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $557,009 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $495,269 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $557,009 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $495,269 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $557,009 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $495,269 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $557,009 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$61,740 | ExcessRevenueOverExpensesAmt |
| Subtotal | $495,269 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $495,269 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,734 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $411 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $411 | SubtotalAmt |
| Tax Based On Investment Income | $411 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $411 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | ANDREW A HENDRICKS | IndividualWithBooksNm |
| Phone | 9107387154 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 ROSEWOOD DRIVE | AddressLine1Txt |
| City | LUMBERTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28358 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ANDREW A HENDRICKS | ||||||||
| 103 ROSEWOOD DRIVE | LUMBERTON | NC | 28358 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| MARY R HENDRICKS | ||||||||
| 103 ROSEWOOD DRIVE | LUMBERTON | NC | 28358 | BOARD MEMBER | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NEW 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $682,618 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $385 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $683,003 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $683,003 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,245 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $672,758 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,638 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,638 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $411 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $411 | TotalTaxAmt |
| Distributable Before Adj | $33,227 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $33,227 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $33,227 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $104,060 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $104,060 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,227 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $32,672 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $29,090 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $101,762 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $104,060 | QualifyingDistributionsAmt |
| Applied To Current Year | $33,227 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $70,833 | RemainingDistriFromCorpusAmt |
| Total Corpus | $172,595 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $172,595 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,672 | ExcessFromYear4Amt |
| Excess From Year3 | $40,000 | ExcessFromYear3Amt |
| Excess From Year1 | $29,090 | ExcessFromYear1Amt |
| Excess From Current Year | $70,833 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW NETHERLAND MUSEUM | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 ROSEWOOD DRIVE | AddressLine1Txt |
| City | LUMBERTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28358 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PF | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SUPPORT OF MUSEUM | GrantOrContributionPurposeTxt |
| Amt | $104,060 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $104,060 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,268 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $38,459 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $47,727 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,727 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| UBS | 2023-12 | PURCHASE | 2024-10 | $5,622 | $5,265 | $357 |
| UBS | 2021-12 | PURCHASE | 2024-07 | $115,662 | $103,294 | $12,368 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS | BondNm |
| EOY Book Value | $127,576 | EOYBookValueAmt |
| EOYFMV | $103,246 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS | StockNm |
| EOY Book Value | $366,319 | EOYBookValueAmt |
| EOYFMV | $581,662 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ADVISOR FEES | $5,356 | $5,356 |
| OTHER FEES ADJUSTMENTS |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $51 | Amt |
| Net Investment Income | $51 | NetInvestmentIncomeAmt |