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DAVID B HENDRICKS II FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
DAVID B HENDRICKS II FOUNDATION (EIN 76-0619640)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-11
IRS object ID
202632239349100533
Schema version
2025v4.0
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)
Return2026-08-11T17:40:45-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN203305579PreparerFirmEIN

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 Begin2025-01-01TaxPeriodBeginDt

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
Phone9364413840PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110338 HUNTER CREEK LANEAddressLine1Txt
CityCONROECityNm
State AbbreviationTXStateAbbreviationCd
ZIP77304ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID HENDRICKSPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9364413840PhoneNum
Signature2026-08-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRIS KOLENDAPreparerPersonNm
PTINP00644073PTIN
Phone7136244216PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,073,798FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$105InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$105InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$18,300DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,300DividendsNetInvstIncmAmt
Net Rental Income Or Loss$0NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$8,217NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,217GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,217CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$26,622TotalRevAndExpnssAmt
Total Net Invst Incm$26,622TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$875AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$10,190OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$249TaxesRevAndExpnssAmt
Taxes Net Invst Incm$149TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,550OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$12,864TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$149TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$65,445ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$65,445ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$78,309TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$149TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$65,445TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$51,687ExcessRevenueOverExpensesAmt
Net Investment Income$26,473NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,909CashBOYAmt
Cash EOY$6,045CashEOYAmt
Cash EOYFMV$6,045CashEOYFMVAmt
Sav And Temp Cash Invst BOY$170,758SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$121,926SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$121,926SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$434,598CorporateStockBOYAmt
Corporate Stock EOY$434,604CorporateStockEOYAmt
Corporate Stock EOYFMV$945,827CorporateStockEOYFMVAmt
Total Assets BOY$614,265TotalAssetsBOYAmt
Total Assets EOY$562,575TotalAssetsEOYAmt
Total Assets EOYFMV$1,073,798TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$614,265RetainedEarningBOYAmt
Retained Earning EOY$562,575RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$614,265TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$562,575TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$614,265TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$562,575TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$614,265TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$51,687ExcessRevenueOverExpensesAmt
Subtotal$562,578SubtotalAmt
Other Decreases$3OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$562,575TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAP GAIN DISTR FM MUTUAL FNDSPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2023-06-30AcquiredDt
Sold2025-06-30SoldDt
Gross Sales Price$8,217GrossSalesPriceAmt
Gain Or Loss$8,217GainOrLossAmt
Gains Minus Excess Or Losses$8,217GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$8,217CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$368InvestmentIncomeExciseTaxAmt
Subtotal$368SubtotalAmt
Tax Based On Investment Income$368TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,057EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,057TotalPaymentsAndCreditsAmt
Overpayment$689OverpaymentAmt
Applied To ES Tax$689AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DAVID HENDRICKSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9364413840PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110338 HUNTER CREEK LANEAddressLine1Txt
CityCONROECityNm
State AbbreviationTXStateAbbreviationCd
ZIP77304ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App0UndistrIncmSect4942a2NotAppInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID HENDRICKSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110338 HUNTER CREEK LANEAddressLine1Txt
CityCONROECityNm
State AbbreviationTXStateAbbreviationCd
ZIP77304ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos1AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$889,151AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$153,819AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,042,970TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,042,970AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$15,645CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,027,325NetVlNoncharitableAssetsAmt
Minimum Investment Return$51,366MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$51,366MinimumInvestmentReturnAmt
Tax Based On Investment Income$368TaxBasedOnInvestmentIncomeAmt
Total Tax$368TotalTaxAmt
Distributable Before Adj$50,998DistributableBeforeAdjAmt
Distributable Before Ded$50,998DistributableBeforeDedAmt
Distributable As Adjusted$50,998DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$65,445ExpensesAndContributionsAmt
Qualifying Distributions$65,445QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$51,366DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,954ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,320ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,420ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,378ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$22,269ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$40,341TotalExcessDistributionCyovAmt
Qualifying Distributions$65,445QualifyingDistributionsAmt
Remaining Distri From Corpus$14,079RemainingDistriFromCorpusAmt
Total Corpus$54,420TotalCorpusAmt
Undistributed Income CY$51,366UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,954ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$51,466ExcessDistriCyovToNextYrAmt
Excess From Year4$4,320ExcessFromYear4Amt
Excess From Year3$2,420ExcessFromYear3Amt
Excess From Year2$8,378ExcessFromYear2Amt
Excess From Year1$22,269ExcessFromYear1Amt
Excess From Current Year$14,079ExcessFromCurrentYearAmt

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 RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
YOUTH REACH HOUSTON
PO BOX 9631HOUSTONTX77213NONEPCPROVIDE FINANCIAL SUPPORT$7,500
THE ARK GROUP
20515 SH 249 CB 127HOUSTONTX77070NONEPCPROVIDE FINANCIAL SUPPORT$8,500
TEXAS A&M UNIVERSITY
DEPT OF FINANCECOLLEGE STATIONTX778434113NONEPCSCHOLORSHIP FUNDING$10,000
TEXAS CHRISTIAN UNIVERSITY
TCU BOX 297044FORT WORTHTX76129NONEPCPROVIDE FINANCIAL SUPPORT$16,945
UNIVERSITY OF HOUSTON
221 E CULLEN BLDGHOUSTONTX77204NONEPCSCHOLARSHIP FUNDING$10,000
OKLAHOMA STATE UNIVERSITY
102 ATHLETICS CENTERSTILLWATEROK74078NONEPCPROVIDE FINANCIAL SUPPORT$2,500
UKMC FOUNDATION
5115 OAK STREETKANSAS CITYMO64112NONEPCSCHOLORSHIP FUNDING$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$65,445TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$105ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,300ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,217ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$26,622ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$26,622TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$875Amt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTEXASExplanationTxt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetCAP GAIN DISTR FM MUTUAL FNDSAssetDesc
Acquired2023-06AcquiredDt
How AcquiredMUTUAL FUND DISTRHowAcquiredTxt
Sold2025-06SoldDt

Purchaser Name PurchaserNameGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHWABBusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Sales Price$8,217GrossSalesPriceAmt
Total Net$8,217TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSECURITIES HELD AT BEACON POINTEStockNm
EOY Book Value$434,604EOYBookValueAmt
EOYFMV$945,827EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTSDesc
Amt$3Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
UKMC ATHLETICS TRIP$1,225
SCHOLORSHIP DINNER$325

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISOR FEESCategoryTxt
Amt$10,190Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID ON DIVIDENDS$149$149
FEDERAL EXCISE TAX$100

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