Henderson Foundation in Sudbury, Massachusetts (MA)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in Massachusetts
| Henderson Foundation | |
| Employer Identification Number (EIN) | 046051095 |
| Name of Organization | Henderson Foundation |
| In Care of Name | Barclay Henderson |
| Address | PO BOX 420, Sudbury, MA 01776-0420 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 12/1949 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $5,000,000 to $9,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $9,801,612 |
| Amount of Income | $5,576,860 |
| Form 990 Revenue Amount | $197,176 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $991,540 | $991,480 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $1 | |||
| Dividends and interest from securities | $326,130 | |||
| Gross rents | $15,785 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-7,513 | |||
| Other | $657,137 | |||
| Total expenses and disbursements | $415,521 | $144,345 | $0 | $271,176 |
| Compensation of officers, directors, trustees, etc. | $30,805 | |||
| Total operating and administrative expenses | $168,021 | $144,345 | $23,676 | |
| Contributions, gifts, grants paid | $247,500 | |||
| Excess of revenue over expenses and disbursements | $576,019 | |||
| Net investment income | $847,135 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $8,382,674 | $11,592,261 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $7,224,207 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $207,408 | |
| Other | $951,059 | |
| Total liabilities | $112,496 | |
| Mortgages and other notes payable | $0 | |
| Other | $112,496 | |
| Total liabilities and net assets/fund balances | $8,270,178 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $657,137 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $16,943 |
| Total credits and payments | $28,007 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $7 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $28,000 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $48 |
| Tax due | $0 |
| Overpayment | $11,016 |
| Amount to be credited to 2013 estimated tax | $11,016 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | Yes |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $11,071,514 |
| Net value of noncharitable-use assets | $10,905,440 |
| Minimum investment return | $545,272 |
| Distributable Amount (for 2012) | |
| Distributable amount | $528,329 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $528,329 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $516,826 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in Massachusetts | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Help Services For Elderly, Dba Help Services Network | 30 Thetford Ave, Dorchester, MA 02124-4314 | MA | 1989-04 | $659,553 |
| 2 | Hugs Ii Inc (Help Us Get Safe) Attn Denise Papagno | PO BOX 43, North Easton, MA 02356 | MA | 1999-10 | $49,892 |
| 3 | Helping Hand Foundation | 116 Houghton Ln, Boxborough, MA 01719-1867 | MA | 1997-07 | $1 |
| 4 | Helping Hand Society | PO BOX 423, Easthampton, MA 01027-0423 | MA | 1944-03 | $171,932 |
| 5 | Helping Hands Collecting And Distributing | 11 Rust St, Springfield, MA 01109 | MA | 2014-08 | $0 |
| 6 | Helping Hands Essentials Pantry | 12 Quincy Ave, Quincy, MA 02169-6712 | MA | 2004-04 | $3,625 |
| 7 | Helping Hands Foundation Inc | 28 Winchester Dr, Holliston, MA 01746-2437 | MA | 1987-07 | $26,185 |
| 8 | Helping Our Troops Massachusetts Inc | 136 Summer St, Stoneham, MA 02180-3844 | MA | 2009-01 | $22,376 |
| 9 | Helping Our Women Inc | PO BOX 1376, Provincetown, MA 02657-5376 | MA | 1993-12 | $366,583 |
| 10 | Henderson Family Foundation | C/O Mg Financial 30 Braintree Hill, Braintree, MA 02184 | MA | 2001-01 | $316,138 |
| 11 | Henderson Foundation | PO BOX 420, Sudbury, MA 01776-0420 | MA | 1949-12 | $5,576,860 |
| 12 | Heney Charitable Trust | 141 Tremont Street 200, Boston, MA 02111-1209 | MA | 1991-11 | $194,862 |
| 13 | Henry & Anne Garfinkle Foundation Inc | 39 Sarita Walker Rd, Vineyard Hvn, MA 02568-8218 | MA | 1960-06 | $174,997 |
| 14 | Henry And Lois Foster Charitable | 251 Ballardvale St, N Wilmington, MA 01887-1096 | MA | 1985-01 | $289,230 |
| 15 | Henry B Martin Fund Inc | Ten Post 6th Fl, Boston, MA 02109 | MA | 1945-02 | $620,348 |
| 16 | Henry Beston Society Inc | PO BOX 407, North Eastham, MA 02651-0407 | MA | 2002-09 | $48,469 |
| 17 | Henry Buckner School Inc | 85 Bishop Allen Dr, Cambridge, MA 02139-3407 | MA | 2000-05 | $663,669 |
| 18 | Nevins Community Services Inc | 12 Ingalls Ct, Methuen, MA 01844-3712 | MA | 1934-06 | $3,696,175 |
| 19 | Henry C Nevins Home Inc | 10 Ingalls Ct, Methuen, MA 01844-3712 | MA | 1979-09 | $14,516,678 |
| 20 | Henry C Sanborn School Pto | 90 Lovejoy Rd, Andover, MA 01810-4529 | MA | 2002-10 | $75,985 |
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