Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
HENDERSON FOUNDATION CO ROBERTA HENDERSON
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 420   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SUDBURY, MA01776
A Employer identification number

04-6051095
B Telephone number (see instructions)

(617) 512-6625
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$13,533,911J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 321,841 321,840  
5a Gross rents.............. 7,485 7,485  
b Net rental income or (loss) 7,485
6a Net gain or (loss) from sale of assets not on line 10 1,613,469
b Gross sales price for all assets on line 6a 5,222,662
7 Capital gain net income (from Part IV, line 2)... 1,613,469
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 24,872 24,872 0
12 Total. Add lines 1 through 11........ 1,967,667 1,967,666 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,673 30,337 0 30,336
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 425 383 0 42
b Accounting fees (attach schedule)....... Click to see attachment 9,000 8,100 0 900
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 82,498 48,844 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 151,316 142,235 0 9,081
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 303,912 229,899 0 40,359
25 Contributions, gifts, grants paid........ 376,000 366,000
26 Total expenses and disbursements. Add lines 24 and 25 679,912 229,899 0 406,359
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,287,755
b Net investment income (if negative, enter -0-) 1,737,767
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 103,466 170,718 170,718
2 Savings and temporary cash investments.......... 818,034 674,828 674,828
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 7,224,207 Click to see attachment8,697,508 12,429,183
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 207,408 Click to see attachment236,576 237,200
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment29,559 Click to see attachment21,982 Click to see attachment21,982
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,382,674 9,801,612 13,533,911
Liabilities 17 Accounts payable and accrued expenses.......... 95,512 76,002
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment16,984 Click to see attachment56,000
23 Total liabilities (add lines 17 through 22).......... 112,496 132,002
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 8,270,178 9,669,610
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 8,270,178 9,669,610
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 8,382,674 9,801,612
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 8,270,178
2 Enter amount from Part I, line 27a..................... 2 1,287,755
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 111,677
4 Add lines 1, 2, and 3.......................... 4 9,669,610
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 9,669,610
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a CREDIT SUISSE #1963   2012-01-01 2013-12-31
b CREDIT SUISSE #7907   2013-01-01 2013-12-31
c CREDIT SUISSE #7907   2012-01-01 2013-12-31
d CREDIT SUISSE #3992   2013-01-01 2013-12-31
e CREDIT SUISSE #3992   2012-01-01 2013-12-31
CHARLES SCHWAB #8343   2012-01-01 2013-12-31
CHARLES SCHWAB #2505   2013-01-01 2013-12-31
CHARLES SCHWAB #2505   2012-01-01 2013-12-31
DEUTSCHE BANK   2013-01-01 2013-12-31
DEUTSCHE BANK   2012-01-01 2013-12-31
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 13     13
b 537,762   545,689 -7,927
c 88,447   73,082 15,365
d 1,299,185   1,240,237 58,948
e 925,492   804,187 121,305
1,744,027   460,371 1,283,656
15,686   30,023 -14,337
31,428   32,135 -707
409,651   257,941 151,710
163,227   165,528 -2,301
7,744     7,744
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       13
b       -7,927
c       15,365
d       58,948
e       121,305
      1,283,656
      -14,337
      -707
      151,710
      -2,301
      7,744
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,613,469
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3 188,394
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 271,176 10,905,441 0.024866
2011 533,959 10,923,451 0.048882
2010 294,154 10,326,421 0.028486
2009 190,662 8,286,772 0.023008
2008 463,520 9,397,902 0.049322
2 Total of line 1, column (d) ...................... 2 0.174564
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.034913
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 12,094,681
5 Multiply line 4 by line 3....................... 5 422,262
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 17,378
7 Add lines 5 and 6......................... 7 439,640
8 Enter qualifying distributions from Part XII, line 4.............. 8 406,359
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 34,755
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 34,755
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 34,755
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 11,016
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,016
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 87
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 23,826
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    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 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletROBERTA HENDERSON Telephone no.bullet (617) 512-6625
    Located atbullet642 BOSTON POST RDSUDBURYMA ZIP+4bullet01776
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet2012, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
    Yes
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) 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)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    AUGUSTA PETRONE TRUSTEE
    1.00     		20,279 0 0
    PO BOX 1037
    DUBLIN,NH03444
    BARCLAY HENDERSON TRUSTEE
    1.00     		20,279 0 0
    PO BOX 420
    SUDBURY,MA01776
    ROBERTA HENDERSON TRUSTEE
    1.00     		97,288 0 0
    PO BOX 420
    SUDBURY,MA01776
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    604,734
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    34,755
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    34,755
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    569,979
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    569,979
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    569,979
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 569,979
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 516,826
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 406,359
    a Applied to 2012, but not more than line 2a 406,359
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 0
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		110,467
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		569,979
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ROBERTA HENDERSON
    PO BOX 420
    SUDBURY,MA01776
    (978) 443-4646
    ROBERTAHENDERSON@COMCAST.NET
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER, INCLUDING REASON FOR NEED AND INTERNAL REVENUE SERVICE EXEMPTION
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACCURACY IN MEDIA
    4455 CONNECTICUT AVE NW SUITE 330
    WASHINGTON,DC20008     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    AMERICAN AGRI-WOMEN RESOURCE CENTER
    5910 NORTH SHARY ROAD
    MISSION,TX78574     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000
    AMERICAN FOREIGN POLICY COUNCIL
    509 C STREET NE
    WASHINGTON,DC20002     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 7,000
    AMERICAN FRIENDS OF THE LOUVRE
    60 FIFTH AVE
    NEW YORK,NY10011     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000
    AMERICAN RED CROSS
    2025 E ST NW
    WASHINGTON,DC20006     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 7,500
    AMERICAN SPECTATOR FOUNDATION
    1611 N KENT ST STE 901
    ARLINGTON,VA10009     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    BARD COLLEGE
    PO BOX 5000
    ANNANDALE,NY12504     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000
    BELMONT HILL SCHOOL
    350 PROSPECT ST
    BELMONT,MA02178     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000
    BIG BROTHERBIG SISTER CATHOLIC CHARITIES
    137 EAST 2ND ST
    NEW YORK,NY10009     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 25,000
    BOSTON WOODWIND SOCIETY
    PO BOX 470413
    BROOKLINE,MA02447     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    CAMBRIDGE ELLIS SCHOOL
    80 TROWBRIDGE ST
    CAMBRIDGE,MA02138     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    CAPE COD HOSPITAL FOUNDATION
    PO BOX 370
    HYANNIS,MA02601     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    CAPITAL RESEARCH CENTER
    1513 16TH NW
    WASHINGTON,DC20036     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 4,000
    CATO INSITUTE
    1000 MASSACHUSETTS AVE NW
    WASHINGTON,DC20001     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    CENTER FOR MILITARY READINESS
    PO BOX 51600
    LIVONIA,MI48151     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    CENTER FOR SECURITY POLICY
    2300 M ST NW SUITE 600
    WASHINGTON,DC20037     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    CENTERS FOR A CONSTRUCTIVE TOMORROW
    410 FIRST STREET SE
    WASHINGTON,DC20003     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    COMPETITIVE ENTERPRISE INSITIUTE
    1899 L STREET NW 12TH FL
    WASHINGTON,DC20036     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    CONNECTICUT COLLEGE
    270 MOHEGAN AVE
    NEW LONDON,CT06320     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    DARTMOUTH COLLEGE
    6066 DEVELOPMENT OFFICE
    HANOVER,NH03755     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 15,000
    DARTMOUTH-HITCOCK MEDICAL CENTER
    1 MEDICAL CENTER DR
    LEBANON,NH03766     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    DAVID HAROWITZ FREEDOM CENTER
    4401 WILSHIRE BLVD 4TH FL
    LOS ANGELES,CA90010     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 4,000
    DEFENSE FORUM FOUNDATION
    3014 CASTLE RD
    FALLS CHURCH,VA22044     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    DUBLIN CHRISTIAN ACADEMY
    PO BOX 1037
    DUBLIN,NH03444     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    EMERSON HOSPITAL
    133 OLD ROAD TO NINE ACRE CORNER
    CONCORD,MA01742     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    FOOD BANK OF THE ROCKIES
    10700 E 45TH AVE
    DENVER,CO80239     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 7,500
    FRONT RANGE ON TRACK
    218 EAST 6TH ST
    LOVELAND,CO80537     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,000
    GRUB STREET
    160 BOYLSTON ST SUITE 4
    BOSTON,MA02116     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 7,000
    HERITAGE FOUNDATION
    214 MASSACHUSETTS AVE NE
    WASHINGTON,DC20002     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 6,000
    HILLSDALE COLLEGE
    33 E COLLEGE
    HILLSIDE,MI49242     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,000
    INSITUTE FOR ENGERY RESEARCH
    6219 OLYMPIA
    HOUSTON,TX77057     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    INTER-COLLEGIATE STUDIES INSITUTE
    3901 CENTERVILLE RD
    WILMINGTON,DE19807     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    ITHACA COLLEGE
    953 DANBY RD
    ITHACA,NY14850     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 15,000
    JOSIAH BARTLETT CENTER
    409 S 18TH ST
    ST JOSEPH,MO64501     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    LASKER FOUNDATION
    110 EAST 42ND ST SUITE 1300
    NEW YORK,NY10017     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    LEADERSHIP INSITUTE
    1101 N HIGHLAND ST
    ARLINGTON,VA22201     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    LEONARD MORSE
    67 UNION ST
    NATICK,MA01760     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    LIBERTY HARBOR ACADEMY
    1101 N HIGHLAND ST
    ARLINGTON,VA22201     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    LOOMIS CHAFFEE SCHOOL
    4 BATCHELDER RD
    WINDSOR,CT06095     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    MAINE STATE BALLET
    PO BOX 10370
    PORTLAND,ME04104     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,500
    MARLBOROUGH HOSPITAL
    157 UNION ST
    MARLBORO,MA01752     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    MCGOVERN INSITUTE
    77 MASSACHUSETTE AVE
    CAMBRIDGE,MA02139     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    MEDIA RESEARCH CENTER
    1900 CAMPUS DRIVE SUITE 600
    RESTON,VA20191     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    MERCATUS CENTER
    4084 UNIVERSITY DR SUITE 208
    FAIRFAX,VA22030     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    METROWEST MEDICAL CENTER
    85 LINCOLN ST
    FRAMINGHAM,MA01702     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    MILTON ACADEMY
    170 CENTRE ST
    MILTON,MA02186     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    MONADNOCK COMMUNITY HOSPITAL
    452 OLD STREET RD
    PETERSBOROUGH,NH03458     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,000
    MT AUBURN HOSPITAL
    330 MOUNT AUBURY ST
    CAMBRIDGE,MA02138     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000
    NATIONAL RIGHT TO READ FOUNDATION
    PO BOX 560
    STRASBURG,VA22657     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    NATIONAL STROKE ASSOCIATION
    9707 E EASTER LANE SUITE B
    CENTENNIAL,CO80112     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    NEADS
    305 REDEMPTION ROCK TRAIL
    PRINCETON,MA01541     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    NEWTON WELLESLEY HOSPITAL
    2014 WASHINGTON ST
    NEWTON,MA02462     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 6,000
    NORTHEASTERN UNIVERSITY
    120 KNOWLES CENTER
    BOSTON,MA02115     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000
    NORTHWOOD UNIVERSITY
    3225 COOK ROAD
    MIDLAND,MI48640     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    OPEN STAGE THEATRE COMPANY
    PO BOX 617
    FORT COLLINS,CO80522     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,000
    OPERA FORT COLLINS
    525 WHEDBEE ST
    FORT COLLINS,CO80524     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,000
    PARTNERS HEALTHCARE AT HOME
    1575 CAMBRIDGE ST
    CAMBRIDGE,MA02138     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,500
    PUBLIC RADIO FOR THE FRONT RANGE
    619 SOUTH COLLEG AVE SUITE 4
    FORT COLLINS,CO80524     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,000
    QUEST CENTER FOR INTEGRATIVE HEALTH
    2901 E BURNSIDE
    PORTLAND,OR97214     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 15,000
    RECOVERY WITHOUTH WALLS
    PO BOX 591
    WEST FALMOUTH,MA02574     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,500
    REED COLLEGE
    3203 SE WOODSTOCK BLVD
    PORTLAND,OR97202     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000
    SALVATION ARMY
    25 SHAWMUT ROAD
    CANTON,MA02021     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 12,000
    SAVE THE POUDRE WATERKEEPER
    PO BOX 20
    FORT COLLINS,CO80522     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,000
    SELOUS FOUNDATION
    325 PENNSYLVANNIE AVE SE
    WASHINGTON,DC20003     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    SHADY HILL SCHOOL
    178 COOLIDGE HILL
    CAMBRIDGE,MA02138     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    ST GABRIEL SCHOOL
    379 BROAD ST
    WINDSOR,CT06095     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    STATE POLICY NETWORK
    1655 N FORT MYER DR SUITE 360
    ARLINGTON,VA22209     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    THE AMERICAN STUDIES CENTER
    1100 N GLEBE RD STE 900
    ARLINGTON,MA22201     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    THE DUBLIN SCHOOL
    PO BOX 522
    DUBLIN,NH03444     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    THE FOUNDATION ENDOWMENT
    611 CAMERON STREET
    ALEXANDRIA,VA22314     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    THE FUND FOR AMERICA'S STUDIES
    1706 NEW HAMPSHIRE AVE NW
    WASHINGTON,DC20009     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    THE INSITUTE OF WORLD POLITICS
    1521 16TH STREET NW
    WASHINGTON,DC20036     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 4,000
    THE SOLDIERS SAILORS MARINES COST GUARD AND AIRMANS CLUB
    283 LEXINGTON AVE
    NEW YORK,NY10016     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000
    TRINITY CHURCH
    74 TRINITY PL
    NEW YORK,NY10006     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 12,500
    WELLESLEY COLLEGE
    106 CENTRAL STREET
    WELLESLEY,MA02481     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    WELLESLEY COMMUNITY CENTER
    219 WASHINGTON ST
    WELLESLEY,MA02481     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,500
    WELLS COLLEGE
    170 MAIN STREET
    AURORA,NY13026     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    WEST END HOUSE GIRLS CAMP
    105 ALLSTON ST
    ALLSTON,MA02134     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,500
    WILLOWBROOK AT NEWFIELD RESTORATION
    PO BOX 28
    NEWFIELD,ME04056     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000
    Total .................................bullet 3a 366,000
    bApproved for future payment
    BIG BROTHERBIG SISTER CATHOLIC CHARITIES
    137 EAST 2ND ST
    NEW YORK,NY10009     		  501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000
    Total .................................bullet 3b 10,000
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities.... 523000 1 14 321,840  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....       7,485  
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income..... 523000 1,312 01 23,560  
    8
    Gain or (loss) from sales of assets other than inventory .............     		523000 5,812 18 1,607,657  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 7,125 1,960,542 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,967,667
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    HENDERSON FOUNDATION CO ROBERTA HENDERSON
    EIN: 04-6051095
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 9,000 8,100 0 900

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    HENDERSON FOUNDATION CO ROBERTA HENDERSON
    EIN: 04-6051095
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITY INVESTMENTS 8,697,508 12,429,183

    TY 2013 InvestmentsOtherSchedule2
    Name:
    HENDERSON FOUNDATION CO ROBERTA HENDERSON
    EIN: 04-6051095
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENTS IN PARTNERSHIPS AT COST 236,576 237,200

    TY 2013 LegalFeesSchedule
    Name:
    HENDERSON FOUNDATION CO ROBERTA HENDERSON
    EIN: 04-6051095
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 425 383 0 42


    TY 2013 OtherAssetsSchedule
    Name:
    HENDERSON FOUNDATION CO ROBERTA HENDERSON
    EIN: 04-6051095
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDEND RECEIVABLE 17,778 10,201 10,201
    OTHER ASSETS 11,781 11,781 11,781


    TY 2013 OtherExpensesSchedule
    Name:
    HENDERSON FOUNDATION CO ROBERTA HENDERSON
    EIN: 04-6051095
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKKEEPING AND OFFICE 77,009 69,308 0 7,701
    INVESTMENT FEES 72,854 72,854 0 0
    OTHER EXPENSE 1,453 73 0 1,380


    TY 2013 OtherIncomeSchedule2
    Name:
    HENDERSON FOUNDATION CO ROBERTA HENDERSON
    EIN: 04-6051095
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INCOME FROM PARTNERSHIP 24,872 24,872 0


    TY 2013 OtherIncreasesSchedule
    Name:
    HENDERSON FOUNDATION CO ROBERTA HENDERSON
    EIN: 04-6051095
    Description Amount
    STOCK BASIS ADJUSTMENT 111,677


    TY 2013 OtherLiabilitiesSchedule
    Name:
    HENDERSON FOUNDATION CO ROBERTA HENDERSON
    EIN: 04-6051095
    Description Beginning of Year - Book Value End of Year - Book Value
    FEDERAL AND STATE TAXES PAYABLE 16,984 56,000


    TY 2013 TaxesSchedule
    Name:
    HENDERSON FOUNDATION CO ROBERTA HENDERSON
    EIN: 04-6051095
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 14,128 14,128 0 0
    REAL ESTATE TAX 654 0 0 0
    TAX ON NET INVESTMENT INCOME 34,716 34,716 0 0
    TAX ON UNDISTRIBUTED INCOME 33,000 0 0 0