GEORGE B HENDERSON FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE B HENDERSON FOUNDATION (EIN 04-6089310)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-11
- IRS object ID
- 202221319349105612
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-11T15:21:40-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041433295 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEMENWAY & BARNES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021091466 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046089310 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE B HENDERSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEND | BusinessNameControlTxt |
| Phone | 6175236800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | HEMENWAY BARNES PO BOX 961209 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN K HERBERT III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175236800 | PhoneNum |
| Signature | 2022-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | HERBERT III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YUPING ZHANG CPA | PreparerPersonNm |
| PTIN | P01348992 | PTIN |
| Phone | 6172277940 | PhoneNum |
| Preparation | 2022-05-05 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,278,757 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $174,380 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,380 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $641,875 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,460,690 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $641,875 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,235 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $824,490 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $816,255 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $61,613 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $55,451 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,162 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $39,528 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $39,528 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,117 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,005 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $112 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,509 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,420 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $970 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $920 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $116,737 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,926 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,722 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $396,164 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $396,164 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $512,901 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,926 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $442,886 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $311,589 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $756,329 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $912,657 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $244,290 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $244,231 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,426,674 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,185,923 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,214,666 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,083,540 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,293,209 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,819,860 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,422,871 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,723,422 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,278,757 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,980,693 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,980,693 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $442,178 | RetainedEarningBOYAmt |
| Retained Earning EOY | $742,729 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,422,871 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,723,422 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,422,871 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,723,422 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,422,871 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $311,589 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,734,460 | SubtotalAmt |
| Other Decreases | $11,038 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,723,422 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| 270 SHS ORGANON & CO | 2021-07-22 | $8,327 | $9,774 | -$1,447 | -$1,447 | |
| 50 SHS ALPHABET INC CL C | 2021-01-28 | $93,095 | $29,212 | $63,883 | $63,883 | 2014-09-24 |
| 70 SHS ALPHABET INC CL C | 2021-04-29 | $170,061 | $40,896 | $129,165 | $129,165 | 2014-09-24 |
| 700 SHS APPLE INC | 2021-01-28 | $97,340 | $8,248 | $89,092 | $89,092 | 2011-04-15 |
| 200 SHS APPLE INC | 2021-07-22 | $29,498 | $2,356 | $27,142 | $27,142 | 2011-04-15 |
| 300 SHS APPLE INC | 2021-10-21 | $44,796 | $3,535 | $41,261 | $41,261 | 2011-04-15 |
| 3,000 SHS AT&T INC | 2021-10-21 | $77,765 | $93,279 | -$15,514 | -$15,514 | 2019-03-28 |
| 105 SHS MASTERCARD INC CL A | 2021-07-22 | $39,796 | $9,818 | $29,978 | $29,978 | 2015-06-04 |
| 200,000 SHS U.S. TREASURY NOTES 1.375% | 2021-01-31 | $200,000 | $200,000 | $0 | $0 | 2016-03-08 |
| 200,000 SHS U.S. TREASURY NOTES 2.625% | 2021-05-15 | $200,000 | $199,966 | $34 | $34 | |
| 4,000 SHS CISCO SYSTEMS INC | 2021-04-29 | $205,696 | $97,400 | $108,296 | $108,296 | |
| 550 SHS NOVARTIS AG SPONSORED ADR | 2021-01-28 | $51,530 | $27,037 | $24,493 | $24,493 | |
| 300 SHS PEPSICO INC | 2021-10-21 | $47,816 | $15,825 | $31,991 | $31,991 | 2008-10-27 |
| 300 SHS PROCTER & GAMBLE CO | 2021-10-21 | $41,923 | $16,606 | $25,317 | $25,317 | 2005-05-20 |
| 2,250 SHS RAYTHEON TECHNOLOGIES CORP | 2021-01-28 | $153,047 | $64,863 | $88,184 | $88,184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $641,875 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,513 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,513 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,513 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,040 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,473 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THEHENDERSONFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | JOHN K HERBERT III NICHOLS PRAT | IndividualWithBooksNm |
| Phone | 6175236800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CONGRESS STREET SUITE 832 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN K HERBERT III | ||||||||
| 50 CONGRESS STREET SUITE 832 | BOSTON | MA | 02109 | TRUSTEE | 2.00 | $20,539 | $0 | $0 |
| ERIC U HENDERSON | ||||||||
| 13 KINNAIRD STREET | CAMBRIDGE | MA | 02139 | TRUSTEE | 2.00 | $10,265 | $0 | $0 |
| BARCLAY C S HENDERSON | ||||||||
| 6 HUBBARD PARK ROAD | CAMBRIDGE | MA | 02138 | TRUSTEE | 2.00 | $10,271 | $0 | $0 |
| THOMAS E BATOR | ||||||||
| 50 CONGRESS STREET SUITE 832 | BOSTON | MA | 02109 | TRUSTEE | 2.00 | $20,538 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,993,626 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,125,159 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,118,785 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,118,785 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,782 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,967,003 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $498,350 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $498,350 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,513 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,513 | TotalTaxAmt |
| Distributable Before Adj | $487,837 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $487,837 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $487,837 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $442,886 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $442,886 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $487,837 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $435,556 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $442,886 | QualifyingDistributionsAmt |
| Applied To Year1 | $435,556 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,330 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $480,507 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GIOIA PERUGINI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O HEMENWAY BARNES 75 STATE STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6172277940 | RecipientPhoneNum |
| Form And Info And Materials | FOUNDATION'S STANDARD GRANT APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE SOLELY FOR THE ENHANCEMENT OF THE PHYSICAL APPEARANCE OF THE CITY OF BOSTON. NO GRANTS ARE MADE TO INDIVIDUALS, ENDOWMENT FUNDS OR FOR OPERATING EXPENSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FOOTLIGHT CLUB | |||||||
| 7A ELIOT STREET | JAMAICA PLAIN | MA | 02130 | NONE | PC | EXTERIOR HISTORICAL ELEMENTS IN THE ELIOT HALL ACCESSIBILITY PROJECT | $50,000 |
| HUNTINGTON THEATRE COMPANY INC | |||||||
| 264 HUNTINGTON AVENUE | BOSTON | MA | 02115 | NONE | PC | HARD COSTS FOR THE RESTORATION OF HISTORIC DOORS AND WINDOWS | $30,000 |
| FIRST BAPTIST CHURCH IN DORCHESTER | |||||||
| 401 ASHMONT STREET | DORCHESTER | MA | 02124 | NONE | PC | RESTORATION OF THE STAINED GLASS WINDOW | $40,000 |
| THE FIRST BAPTIST IN DORCHESTER | |||||||
| 401 ASHMONT STREET | DORCHESTER | MA | 02124 | NONE | PC | PHASE ONE OF THE STAINED GLASS WINDOW PRESERVATION | $5,137 |
| NATIONAL CENTER OF AFRO-AMERICAN ARTISTS INC | |||||||
| 300 WALNUT AVENUE | BOSTON | MA | 02119 | NONE | PC | EXTERIOR ROOF REPLACEMENT PROJECT AT THE ABBOTSFORD MANSION | $40,000 |
| SOUTHWEST CORRIDOR PARK CONSERVANCY | |||||||
| PO BOX 171553 | BOSTON | MA | 02117 | NONE | PC | RESTORATION OF THE DURHAM STREET GARDEN OVAL, INCLUDING REMOVAL, GRADING AND PLANTING | $20,000 |
| HALEY HOUSE | |||||||
| 23 DARTMOUTH STREET | BOSTON | MA | 02116 | NONE | PC | REPAIR AND RESTORATION OF THE FRONT STEPS OF 23 DARTMOUTH STREET | $40,000 |
| OLD NORTH FOUNDATION OF BOSTON INC | |||||||
| 193 SALEM STREET | BOSTON | MA | 02113 | NONE | PC | THE CHAPEL WINDOW RESTORATION AS OUTLINED IN THE QUOTE FROM WESTMILL PRESERVATION SERVICES | $38,700 |
| ST LUKE'S CHAPLE | |||||||
| 149 ROXBURY STREET | ROXBURY | MA | 02119 | NONE | PC | THE REPAIR AND RESTORATION OF THE LYDIA LYMAN PAINE WINDOW AND WOODEN FRAME AS WELL AS SMALLER REPAIRS TO THE REMAINING WINDOWS | $40,000 |
| GIBSON SOCIETY INC | |||||||
| 137 BEACON STREET | BOSTON | MA | 02116 | NONE | PC | REPAIR AND PRESERVATION WORK ON THE FRONT FACADE AND REAR ELEVATION | $1,088 |
| BOSTON CITY LIGHTS FOUNDATION | |||||||
| 1154 WASHINGTON ST | BOSTON | MA | 02118 | NONE | PC | CITY LIGHT SECOND ENTRYWAY | $4,638 |
| THE FUND FOR PARKS & RECREATION IN BOSTON | |||||||
| 1010 MASSACHUSETTS AVENUE 3RD FL | BOSTON | MA | 02118 | NONE | PC | FOR THE BENEFIT FO THE HISTORIC BURYING GROUNDS INITIATIVE FOR GRAVE MARKER CONSERVATION AT ELIOT BURYING GROUND | $40,000 |
| ARTISTS FOR HUMANITY | |||||||
| 100 W 2ND STREET | BOSTON | MA | 02127 | NONE | PC | ARTISTS FOR HUMANITY EPICENTER SIDEWALK MURAL | $7,000 |
| ARTISTS FOR HUMANITY | |||||||
| 100 W 2ND STREET | BOSTON | MA | 02127 | NONE | PC | TWO SETS OF ORNAMENTAL AWNINGS ON THE EPICENTER BUILDING | $39,601 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $396,164 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $174,380 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $8,235 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $641,875 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $824,490 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $824,490 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES AND FOUNDATION MANAGERS | IdentifierTxt |
| Form And Line Reference | FORM 990PF, PART VIII, LINE 1 | FormAndLineReferenceDesc |
| Medium Explanation | JOHN K. HERBERT III, BARCLAY C.S. HENDERSON, ERIC U. HENDERSON AND THOMAS E. BATOR SERVE AS THE TRUSTEES OF THE HENDERSON FOUNDATION. THE GREATER PORTION OF THE TRUSTEE FEE IS FOR THE MANAGEMENT OF THE INVESTMENTS OF THE FOUNDATION. THE FEE IS DETERMINED AS A PERCENTAGE OF THE ASSETS (APPROXIMATELY 1.3%) AND THEN ALLOCATED BY AGREEMENT AMONGST THE TRUSTEES: 16.5% TO BARCLAY HENDERSON, 16.5% TO MR. ERIC HENDERSON, AND 67% TO MR. HERBERT AND MR. BATOR. A SMALL PORTION OF THE AGGREGATE TRUSTEE FEE IS FOR MR. HERBERT'S AND MR. BATOR'S PROFESSIONAL TRUSTEE SERVICES NOT RELATED TO INVESTMENTS. THE TRUSTEES MEET PERIODICALLY TO REVIEW INVESTMENTS, ATTEND TO THE ADMINISTRATIVE ASPECTS OF THE FOUNDATION, AND MONITOR THE BOARD OF DESIGNATORS. THE TRUSTEES EACH DEVOTE SEVERAL HOURS EACH QUARTER TO THESE VARIOUS TASKS. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,400 STARBUCKS CORP | $82,002 | $163,758 |
| 1,200 TJX COS INC | $43,420 | $91,104 |
| 3,250 EXXONMOBIL CORP | $9,230 | $198,868 |
| 2,600 JOHNSON & JOHNSON | $162,433 | $444,782 |
| 3,000 MEDTRONIC PLC | $221,510 | $310,350 |
| 2,000 NOVO NORDISK AS SPONS ADR | $91,131 | $224,000 |
| 2,400 EMERSON ELEC CO | $75,585 | $223,128 |
| 4,070 FISERV | $47,660 | $422,425 |
| 6,000 INTEL CORP | $27,750 | $309,000 |
| 100 AMAZON.COM INC | $96,407 | $333,434 |
| 550 ACCENTURE PLC CL A | $88,348 | $228,003 |
| 3,500 VERIZON COMMUNICATIONS | $185,884 | $181,860 |
| 12,500 KINDER MORGAN INC | $191,852 | $198,250 |
| 650 AIR PRODUCTS & CHEMICALS INC | $138,592 | $197,769 |
| 800 DISNEY WALT CO NEW | $88,613 | $123,912 |
| 550 IQVIA HODINGS INC | $92,685 | $155,177 |
| 2,600 PHREESIA INC | $98,302 | $108,316 |
| 400 COSTCO WHOLESALE CORP NEW | $147,442 | $227,080 |
| 1,300 MCCORMICK & CO INC | $104,743 | $125,593 |
| 2,600 PEPSICO INC | $132,688 | $451,646 |
| 2,200 PROCTER & GAMBLE CO | $121,778 | $359,876 |
| 457 CHUBB LTD | $70,386 | $91,822 |
| 1,460 MASTERCARD INC CL A | $135,980 | $524,607 |
| 1,300 ALCON INC | $71,952 | $113,256 |
| 2,800 MERCK & CO INC | $201,962 | $214,592 |
| 2,300 NOVARTIS AG SPONSORED ADR | $101,479 | $201,181 |
| 1,350 GLOBAL PAYMENTS INC | $238,212 | $182,493 |
| 3,600 APPLE INC | $42,417 | $639,252 |
| 4,000 CISCO SYSTEMS INC | $88,613 | $253,480 |
| 180 ALPHABET INC CL C | $94,153 | $520,846 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,185,923 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,214,666 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HEMENWAY & BARNES - ADMIN | CategoryTxt |
| Legal Fees | $39,528 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $39,528 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS ADJUSTMENTS | $10,919 |
| ACCRUED INTEREST PAID ON 12/31/2021 AND CARRY OVER TO 2022 | $119 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GENERAL ADMIN EXPENSES | $850 | $0 | $0 | $850 |
| MASS PUBLIC CHARITY FILING | $70 | $0 | $0 | $70 |
| ADR FEES | $50 | $50 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $8,235 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NICHOLS & PRATT - CUST FEES | CategoryTxt |
| Amt | $1,117 | Amt |
| Net Investment Income | $1,005 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $112 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $3,420 | $3,420 | $0 | $0 |
| 2020 FEDERAL BALANCE DUE | $2,049 | $0 | $0 | $0 |
| 2021 FEDERAL ESTIMATED TAX | $8,040 | $0 | $0 | $0 |