FURP.ORG / PUBLIC DATA EXPLORER

ANDREW A & MARY R HENDRICKS FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ANDREW A & MARY R HENDRICKS FAMILY FOUNDATION (EIN 94-3420366)
Tax period
2023-01-01 to 2023-12-31
Filed
2025-10-28
IRS object ID
202523019349100922
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-28T13:50:57-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560731535PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1S PRESTON DOUGLAS & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2339AddressLine1Txt
CityLUMBERTONCityNm
State AbbreviationNCStateAbbreviationCd
ZIP283592339ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943420366EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANDREW A AND MARY R HENDRICKSBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlANDRBusinessNameControlTxt
Phone9107387154PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1103 ROSEWOOD DRIVEAddressLine1Txt
CityLUMBERTONCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28358ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANDREW A HENDRICKSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9107387154PhoneNum
Signature2025-10-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCULBERT M MCLEAN JRPreparerPersonNm
PTINP00116613PTIN
Phone9107397523PhoneNum
Preparation2025-10-28PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$678,961FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$22,974DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,974DividendsNetInvstIncmAmt
Dividends Adj Net Incm$22,974DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$6,476NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$49,879GrossSalesPriceAmt
Total Rev And Expnss$16,498TotalRevAndExpnssAmt
Total Net Invst Incm$22,974TotalNetInvstIncmAmt
Total Adj Net Incm$22,974TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$570AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$570AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,714OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,714OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$243TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$243TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,527TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,714TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$813TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$60,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$60,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$66,527TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,714TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$60,813TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$50,029ExcessRevenueOverExpensesAmt
Net Investment Income$17,260NetInvestmentIncomeAmt
Adjusted Net Income$22,974AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,357CashBOYAmt
Cash EOY$671CashEOYAmt
Cash EOYFMV$671CashEOYFMVAmt
US Government Obligations EOY$3,898USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$3,898USGovtObligationsEOYFMVAmt
Corporate Stock BOY$385,198CorporateStockBOYAmt
Corporate Stock EOY$396,676CorporateStockEOYAmt
Corporate Stock EOYFMV$547,109CorporateStockEOYFMVAmt
Corporate Bonds BOY$220,483CorporateBondsBOYAmt
Corporate Bonds EOY$155,764CorporateBondsEOYAmt
Corporate Bonds EOYFMV$127,283CorporateBondsEOYFMVAmt
Total Assets BOY$607,038TotalAssetsBOYAmt
Total Assets EOY$557,009TotalAssetsEOYAmt
Total Assets EOYFMV$678,961TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$607,038NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$557,009NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$607,038TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$557,009TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$607,038TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$557,009TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$607,038TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$50,029ExcessRevenueOverExpensesAmt
Subtotal$557,009SubtotalAmt
Tot Net Ast Or Fund Balances EOY$557,009TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$240InvestmentIncomeExciseTaxAmt
Subtotal$240SubtotalAmt
Tax Based On Investment Income$240TaxBasedOnInvestmentIncomeAmt
Tax Due$240TaxDueAmt

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
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 AddressNONEWebsiteAddressTxt
Individual With BooksANDREW A HENDRICKSIndividualWithBooksNm
Phone9107387154PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1103 ROSEWOOD DRIVEAddressLine1Txt
CityLUMBERTONCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28358ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANDREW A HENDRICKS
103 ROSEWOOD DRIVELUMBERTONNC28358PRESIDENT000.00$0$0$0
MARY R HENDRICKS
103 ROSEWOOD DRIVELUMBERTONNC28358BOARD MEMBER000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NEW 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

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$648,000AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$649,000TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$649,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,735CashDeemedCharitableAmt
Net Vl Noncharitable Assets$639,265NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,963MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,963MinimumInvestmentReturnAmt
Tax Based On Investment Income$240TaxBasedOnInvestmentIncomeAmt
Total Tax$240TotalTaxAmt
Distributable Before Adj$31,723DistributableBeforeAdjAmt
Distributable Before Ded$31,723DistributableBeforeDedAmt
Distributable As Adjusted$31,723DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$60,813ExpensesAndContributionsAmt
Qualifying Distributions$60,813QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,723DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$32,672ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$40,000ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$72,672TotalExcessDistributionCyovAmt
Qualifying Distributions$60,813QualifyingDistributionsAmt
Applied To Current Year$31,723AppliedToCurrentYearAmt
Remaining Distri From Corpus$29,090RemainingDistriFromCorpusAmt
Total Corpus$101,762TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$101,762ExcessDistriCyovToNextYrAmt
Excess From Year3$32,672ExcessFromYear3Amt
Excess From Year2$40,000ExcessFromYear2Amt
Excess From Current Year$29,090ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1NEW NETHERLAND MUSEUMBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1103 ROSEWOOD DRIVEAddressLine1Txt
CityLUMBERTONCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28358ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPFRecipientFoundationStatusTxt
Grant Or Contribution PurposeSUPPORT OF MUSEUMGrantOrContributionPurposeTxt
Amt$60,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$60,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$22,974RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$6,476RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$16,498RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,498TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$570Amt
Disbursements Charitable Prps$570DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
EATON VANCE RICHARD BERNSTEIN EQUITY2022-12PURCHASE2023-10$865$827$38
EATON VANCE RICHARD BERNSTEIN EQ2021-12PURCHASE2023-10$16,422$16,259$163
GOLDMAN SACHS GQG2022-06PURCHASE2023-10$20,667$20,000$667
INVESCO INTER SALL-MID CO FD2021-12PURCHASE2023-10$11,925$19,269-$7,344

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondUBSBondNm
EOY Book Value$155,764EOYBookValueAmt
EOYFMV$127,283EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockUBSStockNm
EOY Book Value$396,676EOYBookValueAmt
EOYFMV$547,109EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
ADVISOR FEES$4,886$4,886
OTHER FEES ADJUSTMENTS$828$828

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXCategoryTxt
Amt$243Amt
Disbursements Charitable Prps$243DisbursementsCharitablePrpsAmt