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HENDERSON FAMILY FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
HENDERSON FAMILY FOUNDATION INC (EIN 47-2469963)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-09-21
IRS object ID
201832649349100203
Schema version
2017v2.3
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)
Return2018-09-21T09:44:06-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN593670150PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHEN & GRIEB PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14890 W KENNEDY BLVD STE 370AddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33609ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472469963EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HENDERSON FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHENDBusinessNameControlTxt
Phone8136621558PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11511 N WESTSHORE BLVD RM/STE 700AddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33607ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID M HENDERSONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8135461000PhoneNum
Signature2018-06-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT V GRIEB CPAPreparerPersonNm
PTINP00056245PTIN
Phone8137397200PhoneNum
Preparation2018-06-13PreparationDt
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$2,963,810FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,001,627ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$37,289DividendsRevAndExpnssAmt
Dividends Net Invst Incm$37,289DividendsNetInvstIncmAmt
Dividends Adj Net Incm$37,289DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$362,214NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,266,420GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$362,214CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,401,130TotalRevAndExpnssAmt
Total Net Invst Incm$399,503TotalNetInvstIncmAmt
Total Adj Net Incm$37,289TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,600AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$8,911OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,911OtherProfFeesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$11,511TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,511TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$64,567ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$64,567ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$76,078TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,511TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$64,567TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,325,052ExcessRevenueOverExpensesAmt
Net Investment Income$387,992NetInvestmentIncomeAmt
Adjusted Net Income$37,289AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$18,210CashBOYAmt
Cash EOY$3,034CashEOYAmt
Cash EOYFMV$3,034CashEOYFMVAmt
Corporate Stock BOY$1,295,226CorporateStockBOYAmt
Corporate Stock EOY$2,576,067CorporateStockEOYAmt
Corporate Stock EOYFMV$2,576,067CorporateStockEOYFMVAmt
Corporate Bonds BOY$103,240CorporateBondsBOYAmt
Corporate Bonds EOY$106,230CorporateBondsEOYAmt
Corporate Bonds EOYFMV$106,230CorporateBondsEOYFMVAmt
Other Investments BOY$236,755OtherInvestmentsBOYAmt
Other Investments EOY$278,479OtherInvestmentsEOYAmt
Other Investments EOYFMV$278,479OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,653,431TotalAssetsBOYAmt
Total Assets EOY$2,963,810TotalAssetsEOYAmt
Total Assets EOYFMV$2,963,810TotalAssetsEOYFMVAmt
Other Liabilities EOY$40,000OtherLiabilitiesEOYAmt
Total Liabilities EOY$40,000TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,653,431RetainedEarningBOYAmt
Retained Earning EOY$2,923,810RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,653,431TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,923,810TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,653,431TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,963,810TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,653,431TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,325,052ExcessRevenueOverExpensesAmt
Subtotal$2,978,483SubtotalAmt
Other Decreases$54,673OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,923,810TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH - SEE ATTACHEDP$582,019$608,185-$26,166-$26,166
MERRILL LYNCH - SEE ATTACHEDP$684,105$296,021$388,084$388,084
FieldValueIRS element (for citing)
Capital Gain Net Income$362,214CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$45,887AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,300,275NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.035290DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,154AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$975,675NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.007332DistributionYr2Rt
Net Vl Noncharitable Assets Yr3$1,016,229NetVlNoncharitableAssetsYr3Amt
Total Distribution0.042622TotalDistributionRt
Average Distribution0.021311AverageDistributionRt
Net Vl Noncharitable Assets$2,273,992NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$48,461AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,880NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$52,341AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$64,567QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,880InvestmentIncomeExciseTaxAmt
Subtotal$3,880SubtotalAmt
Tax Based On Investment Income$3,880TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$471EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$7,500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$7,971TotalPaymentsAndCreditsAmt
Overpayment$4,091OverpaymentAmt
Applied To ES Tax$4,091AppliedToESTaxAmt

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 StateFLOrgReportOrRegisterStateCd
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 AddressN/AWebsiteAddressTxt
Individual With BooksDAVID HENDERSONIndividualWithBooksNm
Phone8136621558PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11511 N WESTSHORE BLVD STE 700AddressLine1Txt
CityTAMPACityNm
State AbbreviationFLStateAbbreviationCd
ZIP33607ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GREGORY L HENDERSON
403 VONDERBURG DRBRANDONFL33511DIRECTOR000.00$0$0$0
DAVID M HENDERSON
1511 N WESTSHORE BLVD STE 700TAMPAFL33607DIRECTOR000.00$0$0$0
GREGORY L HENDERSON JR
1511 N WESTSHORE BLVD STE 700TAMPAFL33607DIRECTOR000.00$0$0$0
KRISTEN M HENDERSON
1511 N WESTSHORE BLVD STE 700TAMPAFL33607DIRECTOR000.00$0$0$0
MATTHEW D HENDERSON
1511 N WESTSHORE BLVD STE 700TAMPAFL33607DIRECTOR000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

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$2,040,382AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,622AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$257,617FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,308,621TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,308,621AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$34,629CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,273,992NetVlNoncharitableAssetsAmt
Minimum Investment Return$113,700MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$113,700MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,880TaxBasedOnInvestmentIncomeAmt
Total Tax$3,880TotalTaxAmt
Distributable Before Adj$109,820DistributableBeforeAdjAmt
Distributable Before Ded$109,820DistributableBeforeDedAmt
Distributable As Adjusted$109,820DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$64,567ExpensesAndContributionsAmt
Qualifying Distributions$64,567QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,880PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$60,687AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$109,820DistributableAsAdjustedAmt
Undistributed Income PY$64,567UndistributedIncomePYAmt
Qualifying Distributions$64,567QualifyingDistributionsAmt
Applied To Year1$64,567AppliedToYear1Amt
Undistributed Income CY$109,820UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BELL SHOALS BAPTIST CHURCH
2102 BELL SHOALS RDBRANDONFL33511CHARITABLE CONTRIBUTION$45,197
INSTRUMENTS 4 LIFE
1217 MAGDALENE HILL DRTAMPAFL33613CHARTIABLE CONTRIBUTION$6,457
PROJECT AKILAH
195 PLYMOUTH ST NO 2/4BROOKLYNNY11201CHARITABLE CONTRIBUTION$5,000
A KIDS PLACE
1715 LITHIA PINECREST RDBRANDONFL33511CHARITABLE CONTRIBUTION$3,228
BILLY GRAHAM EVANGELISTIC ASSOCIATI
1 BILLY GRAHAM PARKWAYCHARLOTTENC28201CHARITABLE CONTRIBUTION$4,685
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$64,567TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$37,289RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$362,214RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$399,503RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$399,503TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1H5 CAPITAL INVESTMENTS LTDBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2677AddressLine1Txt
CityBRANDONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33509ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,001,627TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1511 SHARES OF AMAZON COM INC$597,5992017-12-29
12,088 SHARES OF NVIDIA$404,0282017-12-29

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCOHEN & GRIEBCategoryTxt
Amt$2,600Amt
Net Investment Income$2,600NetInvestmentIncomeAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMERRILL LYNCH 9963BondNm
EOY Book Value$106,230EOYBookValueAmt
EOYFMV$106,230EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCHStockNm
EOY Book Value$2,576,067EOYBookValueAmt
EOYFMV$2,576,067EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMERRILL LYNCH 9963CategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$278,479BookValueAmt
EOYFMV$278,479EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescDECREASE TO UNREALIZED APPRECIATIONDesc
Amt$54,673Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO D1Desc
EOY Book Value$40,000EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$8,911Amt
Net Investment Income$8,911NetInvestmentIncomeAmt

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