ANN C AND JOHN A HENRY III FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: ANN C AND JOHN A HENRY III FOUNDATION (EIN 81-0739083)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-09-09
IRS object ID: 202142529349100919
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 Other Schedule2
Other Decreases Schedule
Other Increases Schedule
Substantial Contributors Sch

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-09-09T17:48:34-05:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	731377275	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DUNN & STONE CPA'S	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4900 RICHMOND SQUARE STE 202	AddressLine1Txt
City	OKLAHOMA CITY	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	73118	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	810739083	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ANN C AND JOHN A HENRY III	BusinessNameLine1Txt
Business Name Line2	FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	ANNC	BusinessNameControlTxt
Phone	4054780601	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 14586	AddressLine1Txt
City	OKLAHOMA CITY	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	731130586	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOHN A HENRY IV	PersonNm
Person Title	PRESIDENT/TREASURER	PersonTitleTxt
Phone	4054780601	PhoneNum
Signature	2021-09-09	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	HENRY IV	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	RANDEL T DUNN	PreparerPersonNm
PTIN	P00086350	PTIN
Phone	4058480684	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	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	$536,134	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$75,000	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$5,393	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$5,393	DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$80,393	TotalRevAndExpnssAmt
Total Net Invst Incm	$5,393	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
Accounting Fees Rev And Expnss	$970	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$65	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss	$970	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$65	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$18,050	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$18,050	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$19,020	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$65	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$18,050	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$61,373	ExcessRevenueOverExpensesAmt
Net Investment Income	$5,328	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$87,206	CashBOYAmt
Cash EOY	$143,187	CashEOYAmt
Cash EOYFMV	$143,187	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$2,580	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$7,972	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$7,972	SavAndTempCashInvstEOYFMVAmt
Other Investments BOY	$255,636	OtherInvestmentsBOYAmt
Other Investments EOY	$255,636	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$384,975	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$345,422	TotalAssetsBOYAmt
Total Assets EOY	$406,795	TotalAssetsEOYAmt
Total Assets EOYFMV	$536,134	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	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	$345,422	RetainedEarningBOYAmt
Retained Earning EOY	$406,795	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$345,422	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$406,795	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$345,422	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$406,795	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$345,422	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$61,373	ExcessRevenueOverExpensesAmt
Other Increases	$44	OtherIncreasesAmt
Subtotal	$406,839	SubtotalAmt
Other Decreases	$44	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$406,795	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$74	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$74	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$74	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$44	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$300	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$344	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$270	OverpaymentAmt
Applied To ES Tax	$270	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	OK	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (1)	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	FOUNDATION TREASURER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4054780601	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 14586	AddressLine1Txt
City	OKLAHOMA CITY	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	73113	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	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
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 (3 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 A HENRY III
1717 MAIN STREET SUITE 2600	DALLAS	TX	75201	CHAIRMAN OF THE BOARD	0.00	$0	$0	$0
JOHN A HENRY IV
1717 MAIN STREET SUITE 2600	DALLAS	TX	75201	PRESIDENT/TREASURER	0.00	$0	$0	$0
JENNIFER SILLINGS
PO BOX 14586	OKLAHOMA CITY	OK	73113	SECRETARY	1.00	$0	$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	THE FOUNDATION IS ORGANIZED TO PROVIDE THE FOLLOWING SERVICES: A) TO PROMOTE, PROVIDE OR CONTRIBUTE TO COMMUNITY PROGRAMS ON THE BASIS OF CHARITABLE PRINCIPLES; AND, B) TO PROMOTE, PROVIDE OR CONTRIBUTE TO ORGANIZATIONS OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES WITHIN THE UNITED STATES OR ANY OF ITS POSSESSIONS. AS SUCH, THE FOUNDATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED.FOR THE CALENDAR YEAR ENDING DECEMBER 31, 2020, THE FOUNDATION MADE CHARITABLE CONTRIBUTIONS TO SUPPORT ACADEMIC SCHOLARSHIPS AND OTHER EDUCATIONAL ACTIVITIES.	Description1Txt
Expenses1	$0	Expenses1Amt

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	$318,210	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$94,647	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$412,857	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$412,857	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$6,193	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$406,664	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$20,333	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$20,333	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$74	TaxBasedOnInvestmentIncomeAmt
Total Tax	$74	TotalTaxAmt
Distributable Before Adj	$20,259	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$20,259	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$20,259	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$18,050	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$18,050	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$18,050	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$20,259	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr2	$230	ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov	$230	TotalExcessDistributionCyovAmt
Qualifying Distributions	$18,050	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$18,050	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$230	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$230	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	$1,979	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

Field	Value	IRS element (for citing)
Contributing Manager	JOHN A HENRY III	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
DARTMOUTH COLLEGE VARIOUS ITEMS
6066 DEVELOPMENT OFFICE	HANOVER	NH	03755	N/A	NC	TO SUPPORT THE ORGANIZATION IN ITS EFFORTS TO PROVIDE FOR BOTH ACADEMIC SCHOLARSHIPS AND TO IMPROVE THE EXPERIENCES FOR STUDENT-ATHLETES.	$7,000
DARTMOUTH COLLEGE COLIN AND ROSEMARY CAMPBELL FUND
6066 DEVELOPMENT OFFICE	HANOVER	NH	03755	N/A	NC	TO BENEFIT THE DARTMOUTH COLLEGE ECONOMICS DEPARTMENT.	$5,000
SMU COX SCHOOL OF BUSINESS
PO BOX 750402	DALLAS	TX	75275	N/A	NC	TO SUPPORT THE ORGANIZATION IN ITS ACADEMIC EFFORTS THROUGH THE WILLIAM J. O'NEIL CENTER FOR GLOBAL MARKETS AND FREEDOM.	$2,500
GREENHILL SCHOOL
4141 SPRING VALLEY ROAD	ADDISON	TX	75001	N/A	NC	TO SUPPORT THE ORGANIZATION IN ITS EFFORTS TO PROVIDE EDUCATIONAL ASSISTANCE TO ITS STUDENTS DURING THE YEAR, PARTICULARLY IN LIGHT OF THE SITUATION CAUSED BY COVID.	$500
HEALTHY SCHOOLS OKLAHOMA
500 N BROADWAY SUITE 225	OKLAHOMA CITY	OK	73102	N/A	NC	TO SUPPORT THE ORGANIZATION IN ITS EFFORTS TO EDUCATE STUDENTS IN MAKING AND MAINTAINING HEALTHY LIFESTYLE CHOICES, PARTICULARLY IN LIGHT OF THE SITUATION CAUSED BY COVID.	$200
FRIENDS OF THE HIGHLAND PARK LIBRARY
4700 DREXEL DRIVE	HIGHLAND PARK	TX	752053198	N/A	NC	TO SUPPORT THE ORGANIZATION IN ITS MISSION TO SUPPORT THE LIBRARY IN ITS EDUCATIONAL, SOCIAL AND CULTURAL ROLE IN THE COMMUNITY. THE ORGANIZATION HAS FUNDED EDUCATIONAL PROGRAMS, SUMMER READING PROGRAMS, CHILDREN'S SPECIAL EVENTS, AND MANY OTHER EFFORTS, PARTICULARLY IMPORTANT DURING THE COVID SITUATION.	$100
EDCHOICE
111 MONUMENT CIRCLE SUITE 2650	INDIANAPOLIS	IN	46204	N/A	NC	TO SUPPORT THE ORGANIZATION IN ITS EFFORTS TO PROMOTE EDUCATIONAL EXCELLENCE AND SCHOOL CHOICE FOR ALL FAMILIES, PARTICULARLY IN LIGHT OF THE COVID SITUATION.	$2,000
INTERNATIONAL DYSLEXIA ASSOCIATION
40 YORK ROAD 4TH FLOOR	BALTIMORE	MD	21204	N/A	NC	FOR SUPPORT OF THIS ORGANIZATION WHICH ASSISTS STUDENTS WITH DYSLEXIA.	$500
POLY PREP ADVANCEMENT
9216 SEVENTH AVE	BROOKLYN	NY	11228	N/A	NC	TO SUPPORT THE ORGANIZATION IN ITS EFFORTS TO PROVIDE EDUCATIONAL ASSISTANCE TO ITS STUDENTS DURING THE YEAR, PARTICULARLY IN LIGHT OF THE SITUATION CAUSED BY COVID.	$250

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$18,050	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$5,393	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$5,393	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$5,393	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

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	JOHN A HENRY III	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	1717 MAIN STREET SUITE 2600	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75201	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$75,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREP FEE	CategoryTxt
Amt	$970	Amt
Net Investment Income	$65	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
MORGAN STANLEY: SPDR S&P 500 ETF TRUST (SPY)	AT COST	$96,426	$168,994
MORGAN STANLEY: ISHARES RUSSELL 2000 ETF (IWM)	AT COST	$54,912	$70,386
MORGAN STANLEY: VANGUARD FTSE EUROPE ETF (VGK)	AT COST	$52,033	$62,409
MORGAN STANLEY: INVESCO QQQ TRUST, SERIES 1 (QQQ)	AT COST	$32,374	$59,611
MORGAN STANLEY: ISHARES CORES MSCI EMERGING (IEMG)	AT COST	$19,891	$23,575

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	FEDERAL EXCISE TAX CARRYFORWARD APPLIED TO CURRENT YEAR	Desc
Amt	$44	Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	EXCESS FEDERAL TAX PAYMENT CARRYFORWARD FROM PRIOR YEAR	Desc
Amt	$44	Amt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	JOHN A HENRY III	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1717 MAIN STREET SUITE 2600	AddressLine1Txt
City	DALLAS	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	75201	ZIPCd