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DAVID B HENDRICKS II FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
DAVID B HENDRICKS II FOUNDATION (EIN 76-0619640)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-06-12
IRS object ID
201611679349100401
Schema version
2015v2.1
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)
Return2016-06-12T11:56:58-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-06-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonChris KolendaPreparerPersonNm
PTINP00644073PTIN
Phone7136244216PhoneNum
Preparation2016-06-12PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$880,757FMVAssetsEOYAmt
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$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$47,021DividendsRevAndExpnssAmt
Dividends Net Invst Incm$47,021DividendsNetInvstIncmAmt
Dividends Adj Net Incm$47,021DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$40,321NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$94,096GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$40,321CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$7,971NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$423OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$423OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$423OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$87,768TotalRevAndExpnssAmt
Total Net Invst Incm$87,768TotalNetInvstIncmAmt
Total Adj Net Incm$55,418TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$875AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$240OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,115TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$51,275ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$51,275ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$52,390TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$51,275TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$35,378ExcessRevenueOverExpensesAmt
Net Investment Income$87,768NetInvestmentIncomeAmt
Adjusted Net Income$55,418AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$29,852SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$143,518SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$143,518SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$449,801CorporateStockBOYAmt
Corporate Stock EOY$428,270CorporateStockEOYAmt
Corporate Stock EOYFMV$450,623CorporateStockEOYFMVAmt
Other Investments BOY$370,478OtherInvestmentsBOYAmt
Other Investments EOY$313,721OtherInvestmentsEOYAmt
Other Investments EOYFMV$286,616OtherInvestmentsEOYFMVAmt
Total Assets BOY$850,131TotalAssetsBOYAmt
Total Assets EOY$885,509TotalAssetsEOYAmt
Total Assets EOYFMV$880,757TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$850,131UnrestrictedBOYAmt
Unrestricted EOY$885,509UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$850,131TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$885,509TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$850,131TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$885,509TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$850,131TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$35,378ExcessRevenueOverExpensesAmt
Subtotal$885,509SubtotalAmt
Tot Net Ast Or Fund Balances EOY$885,509TotNetAstOrFundBalancesEOYAmt

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
PFENEX INC 500P2014-07-242015-02-13$5,988$2,921$3,067$3,067
PFENEX INC 500P2014-07-242015-02-26$7,126$2,921$4,205$4,205
SEAWORLD INC 1000P2015-02-052015-08-20$18,860$18,161$699$699
MAIN STR CAP CORP 2000P2010-01-132015-11-03$60,250$29,772$30,478$30,478
SMH CAP GAIN DISTRP2013-12-312015-12-31$1,872$1,872$1,872
FieldValueIRS element (for citing)
Capital Gain Net Income$40,321CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$7,971NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$57,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$934,407NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.061001DistributionYr1Rt
Adjusted Qlfy Distri Yr2$53,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$934,262NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.057264DistributionYr2Rt
Adjusted Qlfy Distri Yr3$36,250AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$841,866NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043059DistributionYr3Rt
Adjusted Qlfy Distri Yr4$34,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$779,980NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.044232DistributionYr4Rt
Adjusted Qlfy Distri Yr5$36,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$749,363NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048708DistributionYr5Rt
Total Distribution0.254265TotalDistributionRt
Average Distribution0.050853AverageDistributionRt
Net Vl Noncharitable Assets$890,617NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$45,291AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$878NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$46,169AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$51,275QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$878InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$878SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$878TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,778EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,778TotalPaymentsAndCreditsAmt
Overpayment$1,900OverpaymentAmt
Applied To ES Tax$1,900AppliedToESTaxAmt

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

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

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$488,948AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$86,685AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$328,547FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$904,180TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$904,180AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,563CashDeemedCharitableAmt
Net Vl Noncharitable Assets$890,617NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,531MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,531MinimumInvestmentReturnAmt
Tax Based On Investment Income$878TaxBasedOnInvestmentIncomeAmt
Total Tax$878TotalTaxAmt
Distributable Before Adj$43,653DistributableBeforeAdjAmt
Distributable Before Ded$43,653DistributableBeforeDedAmt
Distributable As Adjusted$43,653DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$51,275ExpensesAndContributionsAmt
Qualifying Distributions$51,275QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$878PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$50,397AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$43,653DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$969ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$7,316ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,980ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$19,265TotalExcessDistributionCyovAmt
Qualifying Distributions$51,275QualifyingDistributionsAmt
Applied To Current Year$43,653AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,622RemainingDistriFromCorpusAmt
Total Corpus$26,887TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$969ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$25,918ExcessDistriCyovToNextYrAmt
Excess From Year2$7,316ExcessFromYear2Amt
Excess From Year1$10,980ExcessFromYear1Amt
Excess From Current Year$7,622ExcessFromCurrentYearAmt

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/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Youth Reach Houston
PO Box 9631HoustonTX77213PCProvide some financial support$6,275
The ARK Group
2611 FM 1960 W Ste H201HoustonTX770683728PCProvide some financial support$5,000
Texas Christian University
TCU Box 297044Fort WorthTX76129PCProvide some financial support$10,000
Interfaith of The Woodlands
4242 Interfaith WaySpringTX77381PCProvide some financial support$5,000
UNIV OF MISSOURI KANSAS CITY
5115 OAK STREET ROOM 229Kansas CityMO64112PCProvide some financial support$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$51,275TotalGrantOrContriPdDurYrAmt
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$3ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47,021ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$47,024ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$47,024TotalIncomeProducingActyAmt

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$875Amt
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$273,667$273,966
Large Cap Mutual Funds$154,603$176,657

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
Publicly Traded Partnerships$38,721$11,616
Revista Note$275,000$275,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSeminarTCU Char DinnerDesc
Revenue And Expenses Per Books$240RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescK1 Passthrough IncomeDesc
Revenue And Expenses Per Books$423RevenueAndExpensesPerBooksAmt
Net Investment Income$423NetInvestmentIncomeAmt
Adjusted Net Income$423AdjustedNetIncomeAmt

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