GEORGE B HENDERSON FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: GEORGE B HENDERSON FOUNDATION (EIN 04-6089310)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-07-15
IRS object ID: 202031979349100328
Schema version: 2019v5.1
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
Accounting Fees Schedule
General Explanation Attachment
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-07-15T09:08:00-05:00	ReturnTs
Tax Period End	2019-12-31	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	2019-01-01	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	TRUSTEE	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	6175236800	PhoneNum
Signature	2020-06-25	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	RICHARD L TOUGAS EA MBA	PreparerPersonNm
PTIN	P01082429	PTIN
Phone	6172277940	PhoneNum
Preparation	2020-06-25	PreparationDt

Field	Value	IRS element (for citing)
Tax	2019	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	$9,355,586	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	$195,747	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$193,197	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$172,622	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$910,130	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$172,622	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$368,369	TotalRevAndExpnssAmt
Total Net Invst Incm	$365,819	TotalNetInvstIncmAmt
Total Adj Net Incm	$0	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$68,374	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$61,537	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$6,837	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$35,510	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$35,510	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$367	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$367	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$3,873	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$3,486	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm	$0	OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl	$387	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$8,587	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$3,487	TaxesNetInvstIncmAmt
Taxes Adj Net Incm	$0	TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$4,109	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$40	OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm	$0	OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl	$4,069	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$120,820	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$68,917	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$46,803	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$357,971	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$357,971	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$478,791	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$68,917	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$404,774	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$110,422	ExcessRevenueOverExpensesAmt
Net Investment Income	$296,902	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$583,178	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$404,894	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$407,232	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$1,733,159	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$2,042,428	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$2,072,883	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$3,057,090	CorporateStockBOYAmt
Corporate Stock EOY	$2,812,436	CorporateStockEOYAmt
Corporate Stock EOYFMV	$6,875,471	CorporateStockEOYFMVAmt
Total Assets BOY	$5,373,427	TotalAssetsBOYAmt
Total Assets EOY	$5,259,758	TotalAssetsEOYAmt
Total Assets EOYFMV	$9,355,586	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	$392,734	RetainedEarningBOYAmt
Retained Earning EOY	$279,065	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$5,373,427	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$5,259,758	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$5,373,427	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$5,259,758	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$5,373,427	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$110,422	ExcessRevenueOverExpensesAmt
Other Increases	$865	OtherIncreasesAmt
Subtotal	$5,263,870	SubtotalAmt
Other Decreases	$4,112	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$5,259,758	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	AcquiredAcquiredDt
1200 SHRS GILEAD SCIENCES INC	P	2019-03-28	$76,085	$103,560	-$27,475	-$27,475
100 SHRS MASTERCARD INC CL A	P	2019-03-28	$23,293	$9,350	$13,943	$13,943	2015-06-04
175 SHRS MASTERCARD INC CL A	P	2019-09-25	$47,620	$16,363	$31,257	$31,257	2015-06-04
2500 SHRS QUALCOMM INC	P	2019-03-28	$141,379	$149,261	-$7,882	-$7,882
1200 SCHLUMBERGER LTD	P	2019-03-28	$51,472	$84,707	-$33,235	-$33,235	2018-02-06
200000 U.S. TREASURY NOTES	P	2019-03-31	$200,000	$199,750	$250	$250	2014-06-05
1900 SHRS COLGATE PALMOLIVE CO	P	2019-09-25	$137,111	$74,603	$62,508	$62,508
1200 SHRS EMERSON ELEC CO	P	2019-09-25	$77,328	$59,133	$18,195	$18,195	2008-07-28
600 FISERV INC	P	2019-03-28	$52,271	$7,026	$45,245	$45,245	2010-07-15
500 SHRS FISERV INC	P	2019-09-25	$51,949	$5,855	$46,094	$46,094	2010-07-15
500 PROCTER & GAMBLE CO	P	2019-03-28	$51,622	$27,900	$23,722	$23,722

Field	Value	IRS element (for citing)
Capital Gain Net Income	$172,622	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$407,519	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$8,395,688	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.048539	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$380,044	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$8,042,042	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.047257	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$424,699	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$7,957,895	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.053368	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$421,066	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$8,433,345	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.049929	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$387,699	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$8,571,878	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.045229	DistributionYr5Rt
Total Distribution	0.244322	TotalDistributionRt
Average Distribution	0.048864	AverageDistributionRt
Net Vl Noncharitable Assets	$8,801,508	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$430,077	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$2,969	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$433,046	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$404,774	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$5,938	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$5,938	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$5,938	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$5,078	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$5,078	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$860	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	$22,792	$0	$0
ERIC U HENDERSON
13 KINNAIRD STREET	CAMBRIDGE	MA	02139	TRUSTEE	2.00	$11,391	$0	$0
BARCLAY C S HENDERSON
6 HUBBARD PARK ROAD	CAMBRIDGE	MA	02138	TRUSTEE	2.00	$11,398	$0	$0
THOMAS E BATOR
50 CONGRESS STREET SUITE 832	BOSTON	MA	02109	TRUSTEE	2.00	$22,793	$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	$8,174,746	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$760,795	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$8,935,541	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$8,935,541	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$134,033	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$8,801,508	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$440,075	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$440,075	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$5,938	TaxBasedOnInvestmentIncomeAmt
Total Tax	$5,938	TotalTaxAmt
Distributable Before Adj	$434,137	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$434,137	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$434,137	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$404,774	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$404,774	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$404,774	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$434,137	DistributableAsAdjustedAmt
Undistributed Income PY	$383,629	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$404,774	QualifyingDistributionsAmt
Applied To Year1	$383,629	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$21,145	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	$412,992	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 (10 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
FRIENDS GROUP OF EGLESTON SQUARE BRANCH LIBRARY
2044 COLUMBUS AVE	ROXBURY	MA	02119	NONE	PC	EGLESTON SQUARE BRANCH LIBRARY FRONT YARD LANDSCAPING PROJECT. THIS GRANT IS SPECIFICALLY TO SUPPORT THE FURNISHINGS AND THEIR INSTALLATION.	$7,193
HISTORIC NEW ENGLAND
141 CAMBRIDGE STREET	BOSTON	MA	02114	NONE	PC	(FIRST) HARRISON GRAY OTIS HOUSE VISITOR ENTRY COURTYARD WINDOW RESTORATION PROJECT.	$40,000
JCAM CHARITABLE FOUNDATION
189 WELLS AVENUE 3RD FLOOR	NEWTON CENTRE	MA	02459	NONE	PC	RESTORATION AND TRANSFORMATION OF THE OHABEI SHALOM CHAPEL	$2,900
OLD WEST CHURCH
131 CAMBRIDGE STREET	BOSTON	MA	02114	NONE	PC	RESTORATION OF CHURCH WINDOWS	$63,000
ELIOT CONGREGATIONAL CHURCH
56 DALE STREET	ROXBURY	MA	02119	NONE	PC	RESTORATION OF STONE STEPS AT MAIN ENTRANCE	$40,000
NORTH BENNET STREET SCHOOL
105 NORTH STREET	BOSTON	MA	02109	NONE	PC	FACADE RESORATION AND REPAIR. GRANT WILL SPECIFICALLY SUPPORT MASONRY REPAIR AT THE CORNER OF NORTH AND RICHMOND STREETS.	$40,000
ROSLINDALE VILLAGE MAIN STREET INC
4236 A WASHINGTON STREET	ROSLINDALE	MA	02131	NONE	PC	INSTALLATION OF FRONT GLASS CURTAIN WALL AND REPOINTING OF EXTERIOR BRICKWORK ON THE ROSLINDALE SUBSTATION.	$30,000
THE BOSTONIAN SOCIETY
206 WASHINGTON STREET	BOSTON	MA	02109	NONE	PC	RESTORATION OF THE OLD STATE HOUSE WEST ENTRANCE	$44,878
FIRST BAPTIST CHURCH OF BOSTON
110 COMMONWEALTH AVENUE	BOSTON	MA	02116	NONE	PC	RESTORATION OF THE SCULPTED FRIEZE ON THE TOWER	$50,000
GREATER BOSTON LEGAL SERVICES
197 FRIEND STREET	BOSTON	MA	02114	NONE	PC	FACADE RESTORATION OF 197 FRIEND STREET	$40,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$357,971	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$195,747	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$172,622	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$368,369	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$368,369	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARATION FEE	CategoryTxt
Amt	$367	Amt
Net Investment Income	$367	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

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 (27 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
1,400 STARBUCKS CORP	$82,002	$123,088
1,200 TJX COS INC	$43,420	$73,272
2,600 COLGATE PALMOLIVE CO	$80,404	$178,984
2,900 PEPSICO INC	$148,513	$396,343
2,500 PROCTER & GAMBLE	$138,385	$312,250
3,250 EXXONMOBIL CORP	$9,230	$226,785
1,725 MASTERCARD INC CL A	$160,757	$515,068
4,500 WELLS FARGO & CO	$110,924	$242,100
2,600 JOHNSON & JOHNSON	$162,433	$379,262
3,000 MEDTRONIC PLC	$221,510	$340,350
2,850 NOVARTIS AG SPONSORED ADR	$128,515	$269,867
2,000 NOVO NORDISK AS SPONS ADR	$91,131	$115,760
2,800 EMERSON ELEC CO	$93,631	$213,528
2,250 UNITED TECHNOLOGIES CORP	$113,590	$336,960
300 ALPHABET INC CL C	$164,261	$401,106
1,750 APPLE INC	$82,477	$513,888
8,000 CISCO SYSTEMS INC	$186,013	$383,680
4,500 FISERV	$52,695	$520,335
6,000 INTEL CORP	$27,750	$359,100
100 AMAZON.COM INC	$96,407	$184,784
550 ACCENTURE PLC CL A	$88,348	$115,814
1,800 VERIZON COMMUNICATIONS	$88,164	$110,520
8,500 KINDER MORGAN INC	$147,716	$179,945
570 ALCON INC	$17,773	$32,245
500 AIR PRODUCTS & CHEMICALS INC	$94,494	$117,495
3,000 AT & T INC	$93,279	$117,239
800 DISNEY WALT CO NEW	$88,614	$115,703

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$2,042,428	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$2,072,883	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	$35,510	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$35,510	DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDesc	AmtAmt
BASIS ADJUSTMENTS	$3,080
FEDERATED US CASH RESRV POSTED IN 2020 TAXABLE IN 2019	$98
ACCRUED INTEREST PAID CARRY OVER TO 2020	$934

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	$3,999	$0	$0	$3,999
MASS PUBLIC CHARITY FILING	$70	$0	$0	$70
ADR FEES	$40	$40	$0	$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
FEDERATED US CASH RESRV POSTED IN 2019 TAXABLE IN 2018	$553
2018 CARRYOVER OF ACCRUED INTEREST PAID ON PURCHASE	$312

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	NICHOLS & PRATT - CUST FEES	CategoryTxt
Amt	$3,873	Amt
Net Investment Income	$3,486	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$387	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX	$3,487	$3,487	$0	$0
2018 FEDERAL EXTENSION	$5,100	$0	$0	$0