Form990-PF
Click to see attachment

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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
THE HENRY FOUNDATION FOR BOTANICAL
RESEARCH

Number and street (or P.O. box number if mail is not delivered to street address)801 STONY LANE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GLADWYNE, PA19035
A Employer identification number

23-1365145
B Telephone number (see instructions)

(610) 525-2037
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$6,109,748J 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).............. 24,065
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 27 27 27
4 Dividends and interest from securities...... 130,872 130,872 130,872
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 206,567
b Gross sales price for all assets on line 6a 2,638,352
7 Capital gain net income (from Part IV, line 2)... 206,567
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 46,915    
12 Total. Add lines 1 through 11........ 408,446 337,466 130,899
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 434     434
14 Other employee salaries and wages...... 66,648     66,648
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,900     5,900
c Other professional fees (attach schedule).... Click to see attachment 193     193
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 14,094 1,667 1,667 12,427
19 Depreciation (attach schedule) and depletion... Click to see attachment 16,318    
20 Occupancy.............. 45,822     45,822
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 58,563     58,563
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 207,972 1,667 1,667 189,987
25 Contributions, gifts, grants paid........ 0 0
26 Total expenses and disbursements. Add lines 24 and 25 207,972 1,667 1,667 189,987
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 200,474
b Net investment income (if negative, enter -0-) 335,799
c Adjusted net income (if negative, enter -0-)... 129,232
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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............... 16,749 28,322 28,322
2 Savings and temporary cash investments.......... 176,368 141,456 141,456
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet24,000
Less: allowance for doubtful accounts bullet     24,000 24,000
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........... 3,614 2,344 2,344
10a Investments—U.S. and state government obligations (attach schedule) 346 Click to see attachment302 302
b Investments—corporate stock (attach schedule)........ 3,017,195 Click to see attachment3,744,430 3,744,430
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)........... 545,373 Click to see attachment126,576 126,576
14 Land, buildings, and equipment: basis bullet2,680,397
Less: accumulated depreciation (attach schedule) bullet638,081 2,049,988 Click to see attachment2,042,316 2,042,315
15 Other assets (describe bullet) Click to see attachment3 Click to see attachment3 Click to see attachment3
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,809,636 6,109,749 6,109,748
Liabilities 17 Accounts payable and accrued expenses.......... 4,754  
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 attachment5,727 Click to see attachment4,438
23 Total liabilities (add lines 17 through 22).......... 10,481 4,438
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 5,799,155 6,105,311
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 instructions)...... 5,799,155 6,105,311
31 Total liabilities and net assets/fund balances (see instructions).. 5,809,636 6,109,749
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 5,799,155
2 Enter amount from Part I, line 27a..................... 2 200,474
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 105,682
4 Add lines 1, 2, and 3.......................... 4 6,105,311
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 6,105,311
Form 990-PF (2014)
Form 990-PF (2014)
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 1500 SHS CENTURYLINK INC. P 2013-02-14 2014-01-15
b 3000 SHS GENERAL ELECTRIC CO P 2012-04-24 2014-01-16
c 3000 SHS LEGACY RESERVES LP P 2012-11-08 2014-01-16
d 2000 SHS CITIGROUP INC P 2013-10-24 2014-02-21
e 2000 SHS JOHN HANCOCK PREFERRED INCOME FUND III P 2013-06-18 2014-02-21
.558 SHS NEW MEDIA INVT GROUP INC P 2014-02-14 2014-02-14
576.999 SHS NEW MEDIA INVT GROUP INC P 2014-02-14 2014-02-21
2000 SHS WELLS FARGO & CO P 2013-07-15 2014-02-20
1000 SHS HARTFORD FINCL SERVICES GROUP INC P 2012-09-11 2014-02-06
1000 SHS HARTFORD FINCL SERVICES GROUP INC P 2012-09-11 2014-02-10
2000 SHS JP MORGAN CHASE & CO P 2013-01-29 2014-02-21
3000 SHS LORILLARD INC. P 2012-09-18 2014-02-05
1500 SHS SYMANTEC CORP P 2013-06-19 2014-03-25
2000 SHS WELLS FARGO & CO P 2013-07-15 2014-03-04
1000 SHS HARTFORD FINCL SERVICES GROUP INC P 2012-09-11 2014-02-28
1000 SHS JP MORGAN CHASE & CO P 2013-01-29 2014-03-10
1000 SHS JP MORGAN CHASE & CO P 2013-01-29 2014-03-20
500 SHS NOVARTIS AG ADR P 2009-01-14 2014-03-20
1000 SHS DOUBLELINE INCOME SOLUTIONS FD P 2013-04-25 2014-03-28
1000 SHS SYMANTEC CORP P 2013-06-19 2014-04-17
1000 SHS BLACKROCK CORE BOND TRUST P 2012-07-23 2014-03-28
500 SHS SYMANTEC CORP P 2013-06-19 2014-05-13
1500 SHS SYMANTEC CORP P 2013-10-24 2014-05-21
500 SHS ANADARKO PETROLEUM CORP P 2012-09-18 2014-05-15
500 SHS US BANCORP DEL (NEW) P 2013-02-13 2014-05-15
1000 SHS CITIGROUP INC P 2013-10-24 2014-06-06
3000 SHS BLACKROCK CORE BOND TRUST P 2012-07-23 2014-06-09
1000 SHS DOUBLELINE INCOME SOLUTIONS FD P 2013-04-25 2014-06-11
2000 SHS DOUBLELINE INCOME SOLUTIONS FD P 2013-04-25 2014-06-19
500 SHS HARTFORD FINCL SERVICES GROUP INC P 2012-09-11 2014-06-26
2000 SHS CISCO SYSTEMS INC. P 2014-03-25 2014-07-24
1000 SHS CITIGROUP INC P 2014-01-28 2014-07-09
1000 SHS KONINKLIJKE PHILIPS NV P 2014-03-28 2014-07-10
8000 SHS NEWCASTLE INVESTMENT CORP REITS P 2013-10-02 2014-07-07
1500 SHS TYCO INTERNATIONAL LTD P 2014-01-16 2014-06-30
1000 SHS WISDOMTREE EMERGING MARKETS P 2014-02-27 2014-07-25
500 SHS HARTFORD FINCL SERVICES GROUP INC P 2012-09-11 2014-07-18
500 SHS HARTFORD FINCL SERVICES GROUP INC P 2012-09-11 2014-07-23
500 SHS HARTFORD FINCL SERVICES GROUP INC P 2012-09-11 2014-07-24
1000 SHS WESTERN ASSET INVT GRADE P 2013-02-25 2014-07-23
2000 SHS WESTERN ASSET INVT GRADE P 2013-02-25 2014-07-24
1000 SHS WISDOMTREE JAPAN HEDGED EQUITY P 2014-03-04 2014-08-13
1000 SHS WISDOMTREE TRUST EUROPE SMALLCAP DIVID F P 2014-01-28 2014-07-31
1000 SHS WISDOMTREE TRUST EUROPE SMALLCAP DIVID F P 2014-02-10 2014-08-18
2027 SHS JOHN HANCOCK PREFERRED INCOME FUND III P 2013-06-18 2014-07-31
500 SHS LORILLARD INC. P 2012-09-18 2014-08-26
1068 SHS KONINKLIJKE PHILIPS NV P 2014-05-01 2014-09-12
800 SHS MALLINCKRODT PUB LTD CO P 2014-08-06 2014-08-28
1000 SHS PFIZER INC P 2014-03-20 2014-09-04
1000 SHS VODAFONE GROUP PLC SP ADR P 2014-04-17 2014-09-22
1000 SHS LORILLARD INC. P 2012-09-18 2014-09-05
1000 SHS SPDR BARCLAYS S/T HI YLD ETF P 2013-07-24 2014-09-18
1000 SHS SPDR BARCLAYS S/T HI YLD ETF P 2013-07-24 2014-09-22
1000 SHS HD SUPPLY HLDGS INC. P 2014-06-09 2014-10-10
700 SHS MARKET VECTORS ETF TR OIL SVCS ETF P 2012-06-21 2014-10-02
500 SHS MARKET VECTORS ETF TR OIL SVCS ETF P 2012-06-21 2014-10-09
500 SHS MEDIVATION INC P 2013-07-17 2014-10-10
500 SHS NOVARTIS AG ADR P 2009-01-14 2014-10-15
1000 SHS SPDR DJIA TRUST ETF SER 1 P 2013-07-24 2014-09-30
900 SHS QUALCOMM INC P 2014-05-22 2014-10-10
500 SHS QUEST DIAGNOSTICS INC P 2014-06-30 2014-11-19
800 SHS MARKET VECTORS ETF TR OIL SVCS ETF P 2012-06-21 2014-10-30
1000 SHS GILEAD SCIENCES INC P 2014-01-16 2014-12-22
500 SHS MALLINCKRODT PUB LTD CO P 2014-08-07 2014-12-30
1000 SHS MID-CON ENERGY PARTNERS LP P 2014-06-06 2014-12-09
1000 SHS SPIRIT AIRLINES INC. P 2014-10-01 2014-12-09
500 SHS ANHEUSER BUSCH COS INC P 2012-09-18 2014-12-01
COHEN & STEERS PREFERRED SEC & INC FUND P 2011-08-25 2014-02-28
POMPEIIAN VASES AND COVERS D 1999-11-01 2014-11-25
Capital Gain Dividends      
       
(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 45,161   48,990 -3,829
b 80,938   59,305 21,633
c 83,495   82,536 959
d 51,593   50,000 1,593
e 33,422   36,447 -3,025
7   7  
6,855   7,570 -715
49,175   50,000 -825
33,372   19,468 13,904
33,790   19,468 14,322
42,711   50,000 -7,289
141,774   118,545 23,229
28,064   34,655 -6,591
49,039   50,000 -961
34,643   19,468 15,175
21,013   25,000 -3,987
21,093   25,000 -3,907
40,102   26,380 13,722
21,003   25,000 -3,997
20,271   23,103 -2,832
12,990   15,287 -2,297
10,351   11,552 -1,201
32,730   32,048 682
48,943   37,046 11,897
19,847   17,283 2,564
26,411   25,000 1,411
40,301   45,861 -5,560
22,018   25,000 -2,982
44,005   50,000 -5,995
17,341   9,734 7,607
51,018   47,912 3,106
46,746   49,079 -2,333
31,035   35,851 -4,816
38,187   36,647 1,540
67,769   62,373 5,396
48,709   46,044 2,665
17,628   9,734 7,894
17,542   9,734 7,808
17,539   9,734 7,805
20,438   22,154 -1,716
41,216   44,307 -3,091
48,378   47,568 810
56,389   59,046 -2,657
55,543   59,687 -4,144
34,758   36,932 -2,174
29,480   19,758 9,722
31,736   34,627 -2,891
63,191   55,526 7,665
28,882   32,386 -3,504
32,202   36,640 -4,438
59,176   39,515 19,661
29,765   31,014 -1,249
29,792   31,014 -1,222
25,208   28,040 -2,832
32,536   25,121 7,415
22,250   17,943 4,307
46,559   29,369 17,190
41,884   26,380 15,504
29,394   31,014 -1,620
62,056   72,706 -10,650
34,883   39,759 -4,876
35,067   28,709 6,358
95,704   76,462 19,242
47,874   35,395 12,479
6,561   21,737 -15,176
76,658   64,751 11,907
37,889   37,046 843
    318 -318
34,000     34,000
       
      252
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       -3,829
b       21,633
c       959
d       1,593
e       -3,025
       
      -715
      -825
      13,904
      14,322
      -7,289
      23,229
      -6,591
      -961
      15,175
      -3,987
      -3,907
      13,722
      -3,997
      -2,832
      -2,297
      -1,201
      682
      11,897
      2,564
      1,411
      -5,560
      -2,982
      -5,995
      7,607
      3,106
      -2,333
      -4,816
      1,540
      5,396
      2,665
      7,894
      7,808
      7,805
      -1,716
      -3,091
      810
      -2,657
      -4,144
      -2,174
      9,722
      -2,891
      7,665
      -3,504
      -4,438
      19,661
      -1,249
      -1,222
      -2,832
      7,415
      4,307
      17,190
      15,504
      -1,620
      -10,650
      -4,876
      6,358
      19,242
      12,479
      -15,176
      11,907
      843
      -318
      34,000
       
       
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 2 206,567
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 -13,797
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 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))
2013 194,391 3,499,569 0.05555
2012 194,551 3,038,424 0.06403
2011 251,742 2,971,188 0.08473
2010 254,139 2,850,264 0.08916
2009 272,043 2,521,930 0.10787
2 Total of line 1, column (d) ...................... 2 0.40134
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 0.08027
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 3,930,316
5 Multiply line 4 by line 3....................... 5 315,479
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,358
7 Add lines 5 and 6......................... 7 318,837
8 Enter qualifying distributions from Part XII, line 4.............. 8 189,987
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 (2014)
Form 990-PF (2014)
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 6,716
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  
3 Add lines 1 and 2........................... 3 6,716
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,716
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 7,200
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,100
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,300
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,584
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet2,584 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 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
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)
    bulletPA
    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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
    Yes
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 ofbulletMANAGEMENT Telephone no.bullet (610) 525-2037
    Located atbullet801 STONY LANEGLADWYNEPA ZIP+4bullet19035
    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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 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
     
    No
    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 2014 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 2014.)....................
    3b
     
    No
    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 2014?
    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 4945(d)(4)(A)? (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
     
    No
    .........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
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    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
    SUSAN P TREADWAY President
    20.00     		0    
    801 STONY LANE
    GLADWYNE,PA19035
    ANNE SERRELL-JONES Trustee
    2.00     		0    
    801 STONY LANE
    GLADWYNE,PA19035
    GALE GILLESPIE Trustee
    2.00     		0    
    801 STONY LANE
    GLADWYNE,PA19035
    STEFAN COVER Trustee
    2.00     		0    
    801 STONY LANE
    GLADWYNE,PA19035
    TERRI BROGAN Trustee
    2.00     		0    
    801 STONY LANE
    GLADWYNE,PA19035
    BILLIE ADAIR TRESS Secretary
    2.00     		0    
    801 STONY LANE
    GLADWYNE,PA19035
    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  
    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.............bullet  
    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 OPERATION OF BOTANICAL GARDENS 100,186
    2 EDUCATIONAL ACTIVITIES 57,922
    3 BOTANICAL RESEARCH 10,712
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    3,856,775
    b
    Average of monthly cash balances.......................
    1b
    133,394
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,990,169
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    3,990,169
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    59,853
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,930,316
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    196,516
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
     
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    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
    189,987
    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
    189,987
    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
    189,987
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e.........  
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$  
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2014 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2014.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, enter the date of the ruling.......bullet
    1972-05-23
    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) 2014 (b) 2013 (c) 2012 (d) 2011
    129,232 174,978 114,627 116,750 535,587
    b 85% of line 2a ......... 109,847 148,731 97,433 99,238 455,249
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		189,987 194,391 194,551 253,097 832,026
    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 ....     		189,987 194,391 194,551 253,097 832,026
    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...     		131,010 116,652 101,280 99,039 447,981
    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).)
    SUSAN P TREADWAY
    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:
    SUSAN P TREADWAY PRESIDENT
    PO BOX 7
    GLADWYNE,PA190350007
    (610) 525-2037
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICANT NAME, ADDRESS, BACKGROUND OF APPLICANT AND PURPOSE, TIME REQUIRED AND AMOUNT REQUESTED.
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PURPOSE MUST BE FOR BOTANICAL RESEARCH AND GRANTS ARE LIMITED TO $2,500.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    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
    Total .................................bullet 3a  
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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 ............     		    14 27  
    4 Dividends and interest from securities....     14 130,872  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		        206,567
    9 Net income or (loss) from special events:         26,648
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aMEMBERSHIP DUES         14,755
    bOTHER MISCELLANEOUS INC         5,512
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   130,899 253,482
    13Total. Add line 12, columns (b), (d), and (e)..................
    13384,381
    (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.)
    11 MEMBERSHIP DUES ARE A MEANS BY WHICH THE FOUNDATION RAISES FUNDS TO ACCOMPLISH ITS SCIENTIFIC, LITERARY, AND EDUCATIONAL PURPOSE.
    9 & 11 PLANT SALE AND MISCELLANEOUS ACTIVITIES ARE A MEANS BY WHICH THE FOUNDATION RAISES FUNDS FOR LITERARY, SCIENTIFIC AND EDUCATIONAL PURPOSES.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    Additional Data


    Software ID: 14000265
    Software Version: 2014v5.0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    THE HENRY FOUNDATION FOR BOTANICAL
    RESEARCH
    Employer identification number

    23-1365145
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    THE HENRY FOUNDATION FOR BOTANICAL
    RESEARCH         		Employer identification number

    23-1365145
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    SUSAN JAMES TREADWAY  
    1509 MONK ROAD
     
    GLADWYNE, PA19035

    		$24,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    THE HENRY FOUNDATION FOR BOTANICAL
    RESEARCH         		Employer identification number

    23-1365145
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    THE HENRY FOUNDATION FOR BOTANICAL
    RESEARCH         		Employer identification number

    23-1365145
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID: 14000265
    Software Version: 2014v5.0

    TY 2014 AccountingFeesSchedule
    Name:
    THE HENRY FOUNDATION FOR BOTANICAL
    RESEARCH
    EIN: 23-1365145
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BEUCLER, KELLY & IRWIN, LTD 5,900 0 0 5,900

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 DepreciationSchedule
    Name:
    THE HENRY FOUNDATION FOR BOTANICAL
    RESEARCH
    EIN: 23-1365145
    Software ID:14000265
    Software Version:2014v5.0
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    BLDG IMPR - GREENHOUSE 1999-05-20 6,756 6,596 SL 3.33 % 160      
    LATH HOUSE (STONE WALL) 1999-12-31 7,251 3,388 SL 30.0000 242      
    FENCING 1999-07-15 13,646 9,804 SL 20.0000 682      
    SHELVING SYSTEM 2000-12-06 759 667 SL 15.0000 51      
    HORSE FENCING 2000-09-29 1,656 1,100 SL 20.0000 83      
    BLDG IMPR - GRNHS ELECTRI 2001-02-01 2,625 2,187 SL 6.67 % 175      
    HORSE FENCING - 2001 2001-06-21 2,762 1,725 SL 20.0000 138      
    BARN IMPROVEMENTS 2004-05-04 3,364 2,166 SL 15.0000 224      
    CABIN ROOF 2004-06-17 768 485 SL 15.0000 51      
    DEER FENCING 2004-03-17 5,491 3,569 SL 15.0000 366      
    HORSE FENCING 2004-07-10 6,761 4,284 SL 15.0000 451      
    PROPAGATION FENCING 2004-08-12 559 349 SL 15.0000 37      
    COTTAGE ROOF 2005-08-02 8,290 4,654 SL 15.0000 553      
    BARN ROOF 2006-08-04 37,156 18,371 SL 15.0000 2,477      
    BARN PORCH 2006-10-05 12,849 6,213 SL 15.0000 857      
    PROPERTY FENCE 2006-06-29 84,997 42,495 SL 15.0000 5,666      
    MAIN HOUSE ROOF 2007-03-12 1,879 854 SL 15.0000 125      
    BARN FACADE 2007-05-15 18,000 8,000 SL 15.0000 1,200      
    BARN FLOORS 2007-06-21 1,006 436 SL 15.0000 67      
    PLANT FENCING 2008-09-01 960 341 SL 15.0000 64      
    COMPUTER/PRINTER 2009-11-19 1,069 874 SL 5.0000 195      
    PIT HOUSE ROOF AND DOOR 2010-10-14 3,500 757 SL 15.0000 233      
    COTTAGE RENOVATION 2010-12-16 3,845 768 SL 15.0000 256      
    ALPACA GRAZING FENCE 2010-11-18 668 139 SL 15.0000 45      
    COTTAGE RENOVATION 2011-04-26 1,525 272 SL 15.0000 102      
    PITHOUSE 2011-10-06 3,787 567 SL 15.0000 252      
    MASONRY 2011-09-15 5,136 798 SL 15.0000 342      
    REFIGERATOR & FREEZER 2012-06-28 1,378 295 SL 7.0000 197      
    FENCE 2013-07-25 2,735 76 SL 15.0000 182      
    DISHWASHER 2013-01-17 2,145 281 SL 7.0000 306      
    PRESSURE TANK 2014-02-11 1,472   SL 7.0000 193      
    GENERATOR 2014-03-06 2,904   SL 7.0000 346      

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE HENRY FOUNDATION FOR BOTANICAL
    RESEARCH
    EIN: 23-1365145
    Software ID:14000265
    Software Version:2014v5.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCKS 3,544,340 3,544,340
    PREFERRED STOCK 200,090 200,090

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    THE HENRY FOUNDATION FOR BOTANICAL
    RESEARCH
    EIN: 23-1365145
    Software ID:14000265
    Software Version:2014v5.0
    US Government Securities - End of Year Book Value:

    302
    US Government Securities - End of Year Fair Market Value:

    302
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2014 InvestmentsOtherSchedule2
    Name:
    THE HENRY FOUNDATION FOR BOTANICAL
    RESEARCH
    EIN: 23-1365145
    Software ID:14000265
    Software Version:2014v5.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS FMV 126,576 126,576

    TY 2014 LandEtcSchedule2
    Name:
    THE HENRY FOUNDATION FOR BOTANICAL
    RESEARCH
    EIN: 23-1365145
    Software ID:14000265
    Software Version:2014v5.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Furniture and Fixtures 20,188 19,673 515 516
    Machinery and Equipment 121,995 115,638 6,357 6,356
    Buildings 236,923 233,302 3,621 3,621
    Improvements 372,685 269,468 103,217 103,216
    Land 1,928,606   1,928,606 1,928,606


    TY 2014 OtherAssetsSchedule
    Name:
    THE HENRY FOUNDATION FOR BOTANICAL
    RESEARCH
    EIN: 23-1365145
    Software ID:14000265
    Software Version:2014v5.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST RECEIVABLE 3 3 3


    TY 2014 OtherExpensesSchedule
    Name:
    THE HENRY FOUNDATION FOR BOTANICAL
    RESEARCH
    EIN: 23-1365145
    Software ID:14000265
    Software Version:2014v5.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE 6,063     6,063
    EDUCATION: LIBRARY & RESEARCH 7,641     7,641
    EQUIPMENT: REPAIRS & MAINTENANCE 4,554     4,554
    PAYROLL SERVICE FEE 2,181     2,181
    PROFESSIONAL BOTANICAL & HORTICULTURAL 15,222     15,222
    SPECIAL EVENT EXPENSES 18,604     18,604
    TELEPHONE/INTERNET SERVICE 4,298     4,298


    TY 2014 OtherIncomeSchedule2
    Name:
    THE HENRY FOUNDATION FOR BOTANICAL
    RESEARCH
    EIN: 23-1365145
    Software ID:14000265
    Software Version:2014v5.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Income From Special Events 26,648    
    MEMBERSHIP DUES 14,755    
    OTHER MISCELLANEOUS INC 5,512    


    TY 2014 OtherLiabilitiesSchedule
    Name:
    THE HENRY FOUNDATION FOR BOTANICAL
    RESEARCH
    EIN: 23-1365145
    Software ID:14000265
    Software Version:2014v5.0
    Description Beginning of Year - Book Value End of Year - Book Value
    Rounding   1


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE HENRY FOUNDATION FOR BOTANICAL
    RESEARCH
    EIN: 23-1365145
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 193 0 0 193


    TY 2014 TaxesSchedule
    Name:
    THE HENRY FOUNDATION FOR BOTANICAL
    RESEARCH
    EIN: 23-1365145
    Software ID:14000265
    Software Version:2014v5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 6,036     6,036
    FOREIGN TAXES 1,667 1,667 1,667  
    PAYROLL TAXES 5,978     5,978
    REAL ESTATE TAXES 413     413