HENDRICKS FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HENDRICKS FAMILY FOUNDATION INC (EIN 20-0874851)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349103431
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T11:28:27-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 392016366 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENDRICKS HOLDING COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ABC PARKWAY | AddressLine1Txt |
| City | BELOIT | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200874851 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENDRICKS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEND | BusinessNameControlTxt |
| Phone | 6083682309 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ABC PARKWAY | AddressLine1Txt |
| City | BELOIT | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53511 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANE M HENDRICKS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6083682309 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DIANE | PersonFirstNm |
| Person Last | HENDRICKS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVE HEILIGER | PreparerPersonNm |
| PTIN | P01495906 | PTIN |
| Phone | 6083682309 | PhoneNum |
| Preparation | 2021-11-10 | 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 | 2020 | 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 | $39,742,672 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,061,062 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $37,453 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37,453 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $971,306 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $971,306 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $384,007 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,301,956 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $384,014 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,148 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,148 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,470,976 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,409,921 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,689 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $738 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,951 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,259 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,407 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,802 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $347,981 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $176,329 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $144,204 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,929 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,173 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $951 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $107 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,094 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $193 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $193 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,923 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $829 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,094 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $430,925 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $207,583 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $182,338 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,118,065 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,268,878 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,548,990 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $207,583 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,451,216 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,921,986 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,202,338 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $146,214 | CashBOYAmt |
| Cash EOY | $374,052 | CashEOYAmt |
| Cash EOYFMV | $374,052 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $161,087 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $395,146 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $395,146 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $17,244 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $13,488 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $13,488 | PrepaidExpensesEOYFMVAmt |
| Corporate Bonds BOY | $1,599,296 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,825,592 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,825,592 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $31,390,806 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $37,134,394 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $37,134,394 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $33,314,647 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,742,672 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,742,672 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $79,577 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $99,022 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,396,589 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,245,776 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,476,166 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,344,798 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $30,838,481 | RetainedEarningBOYAmt |
| Retained Earning EOY | $37,397,874 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,838,481 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,397,874 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,314,647 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,742,672 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,838,481 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,921,986 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,637,407 | OtherIncreasesAmt |
| Subtotal | $37,397,874 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,397,874 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2017-08-21 | 2020-12-23 | $5,176,011 | $4,917,150 | $258,861 | $258,861 | |
| WASH SALES | 2017-09-13 | 2020-12-23 | $792 | $792 | $0 | $0 | |
| PRIVATE EQUITY | 2020-01-01 | 2020-12-31 | $125,153 | $125,153 | $125,153 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $384,014 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,712 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,712 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,712 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,969 | 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 | $21,969 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,257 | OverpaymentAmt |
| Applied To ES Tax | $5,257 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | WI | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | DAVE HEILIGER | IndividualWithBooksNm |
| Phone | 6083682309 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ABC SUPPLY PARKWAY | AddressLine1Txt |
| City | BELOIT | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53511 | 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 | Yes (1) | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| DIANE HENDRICKS | ||||||||
| C/O 690 THIRD ST SUITE 300 | BELOIT | WI | 53511 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| KARA STECKER | ||||||||
| C/O 690 THIRD ST SUITE 300 | BELOIT | WI | 53511 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| BRENT FOX | ||||||||
| C/O 690 THIRD ST SUITE 300 | BELOIT | WI | 53511 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| KEVIN HENDRICKS | ||||||||
| C/O 690 THIRD ST SUITE 300 | BELOIT | WI | 53511 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| KONYA SCHUH | ||||||||
| C/O 690 THIRD ST SUITE 300 | BELOIT | WI | 53511 | SECRETARY/TREASURER | 0.25 | $0 | $0 | $0 |
| KENDRA STORY | ||||||||
| C/O 690 THIRD ST SUITE 300 | BELOIT | WI | 53511 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| KATHY HENDRICKS | ||||||||
| C/O 690 THIRD ST SUITE 300 | BELOIT | WI | 53511 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| KIMBERLEE HENDRICKS | ||||||||
| C/O 690 THIRD ST SUITE 300 | BELOIT | WI | 53511 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| HENDRICKS HOLDING COMPANY | ||||||||
| C/O 690 THIRD ST SUITE 300 | BELOIT | WI | 53511 | EXECUTIVE DIRECTOR | 38.00 | $118,852 | $10,010 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HENDRICKS HOLDING COMPANY | |||||
| 690 THIRD STREET STE 300 | BELOIT | WI | 53511 | MANAGEMENT | $223,625 |
| GOLDMAN SACHS & CO LLC | |||||
| 71 S WACKER DR | CHICAGO | IL | 60606 | INVESTMENT | $109,329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $33,216,529 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $336,582 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,553,111 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,553,111 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $503,297 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,049,814 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,652,491 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,652,491 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,712 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,712 | TotalTaxAmt |
| Distributable Before Adj | $1,635,779 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,635,779 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,635,779 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,451,216 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,451,216 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,451,216 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,635,779 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $112,427 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $373,420 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $485,847 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,451,216 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,451,216 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $184,563 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $184,563 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $301,284 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $301,284 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $301,284 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DIANE HENDRICKS | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LISA FURSETH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 690 THIRD STREET SUITE 300 | AddressLine1Txt |
| City | BELOIT | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6083628000 | RecipientPhoneNum |
| Recipient Email Address | HENDRICKSFAMILYFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED THROUGH THE FOUNDATIONS WEBSITE, HENDRICKSFAMILYFOUNDATION.ORG. SUBMISSION REQUIREMENTS ARE DETAILED ON THE WEBSITE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES CHANGE ANNUALLY AND ARE PUBLICIZED ON THE WEBSITE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESTRICTIONS AND LIMITATIONS ON AWARDS ARE DETAILED ON THE WEBSITE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACTS COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 2414 W VLIET STREET | MILWAUKEE | WI | 53205 | PC | BELOIT HOMEOWNERSHIP INITIATIVE | $173,000 | |
| BELOIT HEALTH SYSTEM FOUNDATION INC | |||||||
| 1969 WEST HART ROAD | BELOIT | WI | 53511 | PC | FAMILY CARE CENTER RENOVATION | $210,000 | |
| BELOIT JUNIOR GOLF ASSOCIATION | |||||||
| 820 EAST CLUB LANE | BELOIT | WI | 53511 | PC | GOLF PROGRAM | $1,250 | |
| BLACKHAWK TECHNICAL COLLEGE FOUNDATION | |||||||
| 6004 S COUNTY RD G PO BOX 5009 | JANESVILLE | WI | 53547 | PC | NANCY B. PARKER NURSING SCHOLARSHIP | $20,000 | |
| BOARD OF REGENTS OF UNIVERSITY OF WISCONSIN SYSTEM | |||||||
| OFFICE FOR RESEARCH SPONSORED | MILWAUKEE | WI | 53278 | PC | ADDRESSING OPIOID PRESCRIBING IN THE STATELINE | $119,616 | PROGRAMS DRAWER 538 |
| FRIENDS OF WELTY ENVIRONMENTAL CENTER | |||||||
| 1201 BIG HILL COURT | BELOIT | WI | 53511 | PC | HEAD START COLLABORATIVE | $2,500 | |
| JANESVILLE PERFORMING ARTS CENTER INC | |||||||
| 408 S MAIN STREET | JANESVILLE | WI | 53545 | PC | ARISE NOW CAMPAIGN | $100,000 | |
| KFAD INC | |||||||
| PO BOX 261 | BELOIT | WI | 53511 | PC | OPERATING SUPPORT | $5,000 | |
| PARKER CHOIR BOOSTER CLUB | |||||||
| 3125 MINERAL POINT AVENUE | JANESVILLE | WI | 53548 | PC | PIANO DONATION | $51,062 | |
| ROCK COUNTY HISTORICAL SOCIETY | |||||||
| 426 N JACKSON ST | JANESVILLE | WI | 53548 | PC | GENERAL SUPPORT, 2020 | $50,000 | |
| SALVATION ARMY | |||||||
| 514 SOUTHERLAND AVE | JANESVILLE | WI | 53548 | PC | THANKSGIVING HELP 2020 | $1,000 | |
| STATELINE BOYS & GIRLS CLUBS INC | |||||||
| 1851 MOORE STREET | BELOIT | WI | 53511 | PC | CAREERTEK PROGRAM | $510,000 | |
| BELOIT INTERNATIONAL FILM FESTIVAL | |||||||
| 635 THIRD ST | BELOIT | WI | 53511 | PC | ANNUAL SUPPORT | $25,450 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,268,878 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| STATELINE BOYS & GIRLS CLUBS INC | ||||||
| 1851 MOORE STREET | BELOIT | WI | 53511 | PC | HENDRICKS CAREERTEK 2021 REQUEST | $530,000 |
| BELOIT INTERNATIONAL FILM FESTIVAL | ||||||
| 635 THIRD ST | BELOIT | WI | 53511 | PC | FESTIVAL OPERATIONS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $555,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,453 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $971,306 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $384,014 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CLASS ACTION SETTLEMENT | 14 | $1,185 |
| HAMILTON LANE FUNDS INCOME | 14 | $15,963 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,409,921 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,409,921 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| AMERICAN BUILDERS AND CONTRACTORS SUPPLY CO INC | ||||||
| 1 | ONE ABC PARKWAY | BELOIT | WI | 53511 | $4,000,000 | Yes (X) |
| DIANE M HEDRICKS | ||||||
| 2 | ONE ABC PARKWAY | BELOIT | WI | 53511 | $61,062 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,259 | Amt |
| Net Investment Income | $11,407 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,802 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $1,825,592 | EOYBookValueAmt |
| EOYFMV | $1,825,592 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HAMILTON LANE PRIVATE EQ IX | FMV | $1,247,836 | $1,247,836 |
| HAMILTON LANE PRIVATE EQ VI | FMV | $47,605 | $47,605 |
| GOLDMAN SACHS MAIN | FMV | $35,838,953 | $35,838,953 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,689 | LegalFeesAmt |
| Net Investment Income | $738 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,951 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $1,131 | $566 | $566 |
| ADMINISTRATIVE FEES | $263 | $263 | $0 |
| BANK CHARGES | $105 | $0 | $0 |
| D&O INSURANCE | $1,625 | $0 | $0 |
| EQUIPMENT RENTAL | $254 | $0 | $0 |
| SUPPLIES | $1,148 | $0 | $919 |
| GRANT MANAGMENT SYSTEM | $6,000 | $0 | $0 |
| MISC. EXPENSE | $687 | $0 | $0 |
| PROGRAM RELATED EXPENSES | $14,717 | $0 | $25,581 |
| TELEPHONE EXPENSE | $208 | $0 | $0 |
| WEBSITE FEES | $3,785 | $0 | $3,028 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CLASS ACTION SETTLEMENT | $1,185 | $1,185 | $1,185 |
| HAMILTON LANE FUNDS INCOME | $15,963 | $15,963 | $15,963 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED APPRECIATION | Desc |
| Amt | $2,637,407 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $215,195 | $43,543 | $144,204 |
| INVESTMENT ADVISORY FEES | $132,786 | $132,786 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $15,756 | $0 | $0 |
| FOREIGN TAXES | $18,173 | $18,173 | $0 |