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DAVID B HENDRICKS II FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
DAVID B HENDRICKS II FOUNDATION (EIN 76-0619640)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-08-12
IRS object ID
201802249349100100
Schema version
2017v2.2
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)
Return2018-08-12T12:18:12-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-07-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChris KolendaPreparerPersonNm
PTINP00644073PTIN
Phone8326680215PhoneNum
Preparation2018-08-12PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,006,386FMVAssetsEOYAmt
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$19InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$19InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$19InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$27,223DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,223DividendsNetInvstIncmAmt
Dividends Adj Net Incm$27,223DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$30,702NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$552,551GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$30,702CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$43,644NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$57,944TotalRevAndExpnssAmt
Total Net Invst Incm$57,944TotalNetInvstIncmAmt
Total Adj Net Incm$70,886TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$788AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$900TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$433OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,121TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$45,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$47,121TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$45,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$10,823ExcessRevenueOverExpensesAmt
Net Investment Income$57,944NetInvestmentIncomeAmt
Adjusted Net Income$70,886AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$142,680SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$93,652SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$93,562SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$456,978CorporateStockBOYAmt
Corporate Stock EOY$527,091CorporateStockEOYAmt
Corporate Stock EOYFMV$609,804CorporateStockEOYFMVAmt
Other Investments BOY$301,509OtherInvestmentsBOYAmt
Other Investments EOY$290,934OtherInvestmentsEOYAmt
Other Investments EOYFMV$303,020OtherInvestmentsEOYFMVAmt
Total Assets BOY$901,167TotalAssetsBOYAmt
Total Assets EOY$911,677TotalAssetsEOYAmt
Total Assets EOYFMV$1,006,386TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$901,167UnrestrictedBOYAmt
Unrestricted EOY$911,677UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$901,167TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$911,677TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$901,167TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$911,677TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$901,167TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$10,823ExcessRevenueOverExpensesAmt
Subtotal$911,990SubtotalAmt
Other Decreases$313OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$911,677TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SMH STCG SEE PDF ATTACHEDP2017-01-012017-06-30$481,396$437,752$43,644$43,644
SMH STCL SEE PDF ATTACHEDP2016-06-302017-07-31$69,887$83,441-$13,554-$13,554
Under Armour Inc 20P2014-10-162017-02-02$407$656-$249-$249
SMH Capital Gain DividendsP2016-06-302017-07-31$535$535$535
Texas Capital CG DISTRIBUTIONSP2016-06-302017-07-31$326$326$326
FieldValueIRS element (for citing)
Capital Gain Net Income$30,702CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$43,644NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$45,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$899,390NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.050034DistributionYr1Rt
Adjusted Qlfy Distri Yr2$51,275AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$890,617NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.057572DistributionYr2Rt
Adjusted Qlfy Distri Yr3$57,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$934,407NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.061001DistributionYr3Rt
Adjusted Qlfy Distri Yr4$53,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$934,262NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.057264DistributionYr4Rt
Adjusted Qlfy Distri Yr5$36,250AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$841,866NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.043059DistributionYr5Rt
Total Distribution0.268931TotalDistributionRt
Average Distribution0.053786AverageDistributionRt
Net Vl Noncharitable Assets$892,826NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$48,022AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$579NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$48,601AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$45,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,159InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,159SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,159TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,517EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$800ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,317TotalPaymentsAndCreditsAmt
Overpayment$1,158OverpaymentAmt
Applied To ES Tax$1,158AppliedToESTaxAmt

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
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

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$788,256AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$118,166AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$906,422TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$906,422AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,596CashDeemedCharitableAmt
Net Vl Noncharitable Assets$892,826NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,641MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,641MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,159TaxBasedOnInvestmentIncomeAmt
Total Tax$1,159TotalTaxAmt
Distributable Before Adj$43,482DistributableBeforeAdjAmt
Distributable Before Ded$43,482DistributableBeforeDedAmt
Distributable As Adjusted$43,482DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$45,000ExpensesAndContributionsAmt
Qualifying Distributions$45,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$45,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$43,482DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$7,316ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$10,980ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,622ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,313ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$27,231TotalExcessDistributionCyovAmt
Qualifying Distributions$45,000QualifyingDistributionsAmt
Applied To Current Year$43,482AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,518RemainingDistriFromCorpusAmt
Total Corpus$28,749TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$28,749ExcessDistriCyovToNextYrAmt
Excess From Year4$7,316ExcessFromYear4Amt
Excess From Year3$10,980ExcessFromYear3Amt
Excess From Year2$7,622ExcessFromYear2Amt
Excess From Year1$1,313ExcessFromYear1Amt
Excess From Current Year$1,518ExcessFromCurrentYearAmt

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$6,200
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$12,500
Texas AM University
DBH II Memorial ScholorshipCollege StationTX778434113PCProvide some financial support$5,000
University of Houston
221 E Cullen BldgHoustonTX77204PCProvide some financial support$5,300
Cypress Creek Christian Church
6823 CypresswoodSpringTX77379PCProvide some financial support$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,000TotalGrantOrContriPdDurYrAmt
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$19ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,223ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30,702ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$57,944ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$57,944TotalIncomeProducingActyAmt

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$788Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Publicly Traded Securities$477,091$551,056
Large Cap Mutual Funds$50,000$58,748

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
Publicly Traded Partnerships$40,934$53,020
Revista Note$250,000$250,000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBasis AdjustmentsDesc
Amt$313Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Texan Capital Inv Fees$50$0$0$0
TCU Scholarship Dinner$383$0$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal Excise TaxCategoryTxt
Amt$900Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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