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HENDERSON FAMILY FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
HENDERSON FAMILY FOUNDATION INC (EIN 47-2469963)
Tax period
2016-01-01 to 2016-12-31
Filed
2018-01-12
IRS object ID
201810129349100501
Schema version
2016v3.1
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)
Return2018-01-12T11:15:02-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-11-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT V GRIEB CPAPreparerPersonNm
PTINP00056245PTIN
Phone8137397200PhoneNum
Preparation2018-01-12PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id33D73EE53AC355E0A3D9D2EAF4DE39A87636E8A7AtSubmissionCreationDeviceId
At Submission Filing Device Id33D73EE53AC355E0A3D9D2EAF4DE39A87636E8A7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,653,431FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$597,196ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$25,907DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,907DividendsNetInvstIncmAmt
Dividends Adj Net Incm$25,907DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$23,739NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$656,343GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$23,739CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$646,842TotalRevAndExpnssAmt
Total Net Invst Incm$49,646TotalNetInvstIncmAmt
Total Adj Net Incm$25,907TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$4,905OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,905OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$61OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$61OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,966TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,966TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$46,334ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$46,334ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$51,300TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,966TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$46,334TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$595,542ExcessRevenueOverExpensesAmt
Net Investment Income$44,680NetInvestmentIncomeAmt
Adjusted Net Income$25,907AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,201CashBOYAmt
Cash EOY$18,210CashEOYAmt
Cash EOYFMV$18,210CashEOYFMVAmt
Corporate Stock BOY$633,851CorporateStockBOYAmt
Corporate Stock EOY$1,295,226CorporateStockEOYAmt
Corporate Stock EOYFMV$1,295,226CorporateStockEOYFMVAmt
Corporate Bonds BOY$108,145CorporateBondsBOYAmt
Corporate Bonds EOY$103,240CorporateBondsEOYAmt
Corporate Bonds EOYFMV$103,240CorporateBondsEOYFMVAmt
Other Investments BOY$238,525OtherInvestmentsBOYAmt
Other Investments EOY$236,755OtherInvestmentsEOYAmt
Other Investments EOYFMV$236,755OtherInvestmentsEOYFMVAmt
Total Assets BOY$986,722TotalAssetsBOYAmt
Total Assets EOY$1,653,431TotalAssetsEOYAmt
Total Assets EOYFMV$1,653,431TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$986,722RetainedEarningBOYAmt
Retained Earning EOY$1,653,431RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$986,722TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,653,431TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$986,722TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,653,431TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$986,722TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$595,542ExcessRevenueOverExpensesAmt
Other Increases$71,167OtherIncreasesAmt
Subtotal$1,653,431SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,653,431TotNetAstOrFundBalancesEOYAmt

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 LYNCHP$456,505$463,327-$6,822-$6,822
MERRILL LYNCHP$199,838$169,277$30,561$30,561
FieldValueIRS element (for citing)
Capital Gain Net Income$23,739CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,154AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$975,675NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.007332DistributionYr1Rt
Net Vl Noncharitable Assets Yr2$1,016,229NetVlNoncharitableAssetsYr2Amt
Total Distribution0.007332TotalDistributionRt
Average Distribution0.007332AverageDistributionRt
Net Vl Noncharitable Assets$1,300,275NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$9,534AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$447NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$9,981AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$46,334QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$447InvestmentIncomeExciseTaxAmt
Subtotal$447SubtotalAmt
Tax Based On Investment Income$447TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$918EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$918TotalPaymentsAndCreditsAmt
Overpayment$471OverpaymentAmt
Applied To ES Tax$471AppliedToESTaxAmt

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 DRBRANDONFL33511DIRECTOR1.00$0$0$0
DAVID M HENDERSON
1511 N WESTSHORE BLVD STE 700TAMPAFL33607DIRECTOR1.00$0$0$0
GREGORY L HENDERSON JR
1511 N WESTSHORE BLVD STE 700TAMPAFL33607DIRECTOR1.00$0$0$0
KRISTEN M HENDERSON
1511 N WESTSHORE BLVD STE 700TAMPAFL33607DIRECTOR1.00$0$0$0
MATTHEW D HENDERSON
1511 N WESTSHORE BLVD STE 700TAMPAFL33607DIRECTOR1.00$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$1,070,231AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,205AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$237,640FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,320,076TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,320,076AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,801CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,300,275NetVlNoncharitableAssetsAmt
Minimum Investment Return$65,014MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$65,014MinimumInvestmentReturnAmt
Tax Based On Investment Income$447TaxBasedOnInvestmentIncomeAmt
Total Tax$447TotalTaxAmt
Distributable Before Adj$64,567DistributableBeforeAdjAmt
Distributable Before Ded$64,567DistributableBeforeDedAmt
Distributable As Adjusted$64,567DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,334ExpensesAndContributionsAmt
Qualifying Distributions$46,334QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$447PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$45,887AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$64,567DistributableAsAdjustedAmt
Undistributed Income PY$46,334UndistributedIncomePYAmt
Qualifying Distributions$46,334QualifyingDistributionsAmt
Applied To Year1$46,334AppliedToYear1Amt
Undistributed Income CY$64,567UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BELL SHOALS BAPTIST CHURCH
2102 BELL SHOALS RDBRANDONFL33511CHARITABLE CONTRIBUTION$13,900
INSTRUMENTS 4 LIFE
1217 MAGDALENE HILL DRTAMPAFL33613CHARTIABLE CONTRIBUTION$4,634
FEEDING TAMPA BAY
4702 TRANSPORT DRTAMPAFL33605CHARITABLE CONTRIBUTION$2,000BLDG 6
PROJECT AKILAH
195 PLYMOUTH ST NO 2/4BROOKLYNNY11201CHARITABLE CONTRIBUTION$2,500
A KIDS PLACE
1715 LITHIA PINECREST RDBRANDONFL33511CHARITABLE CONTRIBUTION$6,950
ARC CHURCHES
3414 CULBREATH RDVALRICOFL33596CHARTIABLE CONTRIBUTION$16,350
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$46,334TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$25,907RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$23,739RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$49,646RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$49,646TotalIncomeProducingActyAmt

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 PersonGREGORY L HENDERSONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2677AddressLine1Txt
CityBRANDONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP335092677ZIPCd
FieldValueIRS element (for citing)
Total Contributions$597,196TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property6,050 SHARES OF NVIDIANoncashPropertyDesc
Fair Market Value$597,196FairMarketValueAmt
Received2016-12-15ReceivedDt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMERRILL LYNCH 9963BondNm
EOY Book Value$103,240EOYBookValueAmt
EOYFMV$103,240EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMERRILL LYNCH 9963StockNm
EOY Book Value$1,295,226EOYBookValueAmt
EOYFMV$1,295,226EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMERRILL LYNCH 9963CategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$236,755BookValueAmt
EOYFMV$236,755EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
GLH EXPENSE$61$61

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINCREASE TO UNREALIZED APPRECIATIONDesc
Amt$71,167Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$4,905Amt
Net Investment Income$4,905NetInvestmentIncomeAmt

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