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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,753,134J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 10,923
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,282 1,282 1,282
4 Dividends and interest from securities... 108,757 108,757 108,757
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 101,058
b Gross sales price for all assets on line 6a 1,873,451
7 Capital gain net income (from Part IV, line 2)... 101,058
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 40,871    
12 Total. Add lines 1 through 11........ 262,891 211,097 110,039
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,000     2,000
14 Other employee salaries and wages...... 44,199     44,199
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,000     6,000
c Other professional fees (attach schedule).... Click to see attachment 180 180 180  
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 8,997 514 514 8,483
19 Depreciation (attach schedule) and depletion... Click to see attachment 22,873    
20 Occupancy.............. 32,900     32,900
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 53,524     53,524
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 170,673 694 694 147,106
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 170,673 694 694 147,106
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 92,218
b Net investment income (if negative, enter -0-) 210,403
c Adjusted net income (if negative, enter -0-)... 109,345
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 78,126 76,414 76,414
2 Savings and temporary cash investments......... 287,291 275,813 275,813
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet5,000
Less: allowance for doubtful accounts bullet     5,000 5,000
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.......... 1,283 3,247 6,452
10a Investments—U.S. and state government obligations (attach schedule) 141 Click to see attachment76 76
b Investments—corporate stock (attach schedule)....... 3,178,496 Click to see attachment3,037,132 3,037,132
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).......... 421,611 Click to see attachment276,562 276,562
14 Land, buildings, and equipment: basis bullet2,787,864
Less: accumulated depreciation (attach schedule) bullet711,707 2,081,218 Click to see attachment2,076,157 2,075,682
15 Other assets (describe bullet) Click to see attachment10,587 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) 6,058,753 5,750,404 5,753,134
Liabilities 17 Accounts payable and accrued expenses.......... 1,234 1,008
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 attachment4,229 Click to see attachment5,734
23 Total liabilities (add lines 17 through 22)......... 5,463 6,742
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 6,053,290 5,743,662
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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)..... 6,053,290 5,743,662
31 Total liabilities and net assets/fund balances (see instructions). 6,058,753 5,750,404
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
6,053,290
2
Enter amount from Part I, line 27a .....................
2
92,218
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,145,508
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
401,846
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
5,743,662
Form 990-PF (2018)
Form 990-PF (2018)
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 150 SHS APPLE INC P 2014-01-28 2018-01-02
b 50 SHS FACEBOOK INC. P 2015-11-30 2018-01-21
c 500 SHS KRAFT (THE) HENIZ CO SHS P 2016-03-16 2018-01-18
d 150 SHS LOCKHEED MARTIN CORP P 2016-12-12 2018-01-16
e 1000 SHS TECK RESOURCES LTD CL B P 2016-11-28 2018-01-02
1000 SHS BANKUNITED INC P 2017-03-30 2018-01-24
400 SHS FIRST SOLAR INC P 2017-09-26 2018-01-04
500 SHS MONDELEZ INTERNATIONAL P 2017-02-21 2018-01-18
2000 SHS PANASONIC CORP SHS P 2017-07-03 2018-01-12
50 SHS FACEBOOK INC P 2015-12-15 2018-02-21
300 SHS INTL BUSINESS MACHINES P 2017-04-10 2018-02-21
300 SHS REPUBLIC SERVICES INC. P 2017-09-08 2018-02-01
1000 SHS BOX INC P 2017-12-12 2018-03-23
200 SHS DOMINION ENERGY INC P 2017-11-29 2018-03-23
1000 SHS GENERAL MOTORS CO P 2017-11-29 2018-03-12
330 SHS COLGATE PALMOLIVE P 2016-11-09 2018-04-26
2000 SHS CYPRESS SEMICONDUCTOR CP P 2017-02-17 2018-03-28
500 SHS HESS CORP P 2016-07-01 2018-04-10
1000 SHS HESS CORP P 2016-12-19 2018-04-24
570 SHS COLGATE PALMOLIVE P 2017-05-17 2018-04-26
400 SHS DOWDUPONT INC COM P 2017-10-27 2018-04-10
400 SHS MAGNA INTL INC CL A P 2017-10-18 2018-04-03
500 SHS ORACLE CORP P 2017-10-02 2018-04-05
800 SHS SPDR US FINANCIAL SECTOR P 2017-12-15 2018-04-03
300 SHS TEXAS INSTRUMENTS P 2017-07-21 2018-04-03
2000 SHS EATON VANCE FLT-RT INC P 2017-03-30 2018-05-04
1838.629 SHS C&S PREF SEC & INC A P 2011-08-25 2018-05-16
300 SHS AMN ELEC POWER CO P 2017-12-04 2018-05-01
200 SHS CATERPILLAR INC DEL P 2017-05-26 2018-05-04
1000 SHS FINNING INTL INC P 2017-12-14 2018-05-07
700 SHS TWENTY-FIRST CENTURY P 2017-12-15 2018-05-21
3000 SHS ADVNCD MICRO D INC P 2017-09-21 2018-06-22
200 SHS APTI PLC SHS P 2018-01-12 2018-06-13
200 SHS CUMMINS INC P 2018-03-21 2018-06-20
300 SHS ILLINOIS TOOL WORKS INC P 2018-01-24 2018-06-07
200 SHS THE SCOTTS MIRACLE GRO P 2018-04-10 2018-06-20
2000 SHS GOLAR LNG PARTNERS LP P 2018-03-21 2018-06-01
500 SHS ANADARKO PETE CORP P 2012-09-18 2018-07-06
400 SHS GILEAD SCIENCES INC P 2014-11-19 2018-07-20
300 SHS ALCOA CORP P 2018-04-19 2018-07-03
400 SHS BB&T CORPORATION P 2018-03-28 2018-07-20
500 SHS FRANKLIN RES INC P 2018-03-23 2018-07-13
500 SHS GOLAR LNG LIMITED P 2018-03-05 2018-07-13
2000 SHS PLATFORM SPECIALTY P 2017-12-28 2018-07-24
200 SHS EDWARDS LIFESCIENCES CORP P 2017-06-16 2018-08-07
300 SHS LOWES COMPANIES INC P 2017-07-21 2018-08-15
300 SHS MICROSOFT CORP P 2012-04-03 2018-08-22
500 SHS KNIGHT-SWIFT P 2018-06-07 2018-08-15
1000 SHS MICRON TECHNOLOGY INC. P 2018-06-22 2018-08-22
100 SHS UNITED RENTALS INC P 2018-01-26 2018-08-01
300 SHS DOVER CORP P 2017-04-04 2018-09-07
150 SHS FACEBOOK INC P 2015-12-15 2018-09-07
2000 SHS FIRST TR SR FL II P 2017-03-30 2018-09-04
1000 SHS NUTANIX INC P 2017-07-14 2018-09-13
500 SHS ADVNCD MICRO D INC P 2018-08-07 2018-09-20
400 SHS EMERSON ELEC CO P 2017-10-18 2018-09-18
800 SHS HSBC HLDG PLC SP ADR P 2017-03-10 2018-10-18
250 SHS IBERIABANK CORP P 2017-01-12 2018-10-18
500 SHS ADVNCD MICRO D INC P 2018-08-07 2018-09-28
1000 SHS KEYCORP NEW P 2017-12-04 2018-10-19
100 SHS UNITED RENTALS INC P 2018-02-16 2018-10-08
100 SHS APPLE INC P 2014-01-28 2018-11-05
400 SHS QUALCOMM INC P 2018-05-04 2018-11-01
800 SHS VERIZON COMMUNICATIONS INC P 2017-12-04 2018-11-14
300 SHS APPLE INC P 2014-01-28 2018-12-10
400 SHS DELTA AIR LINES INC P 2016-12-06 2018-12-10
200 SHS HOME DEPOT INC P 2018-02-21 2018-12-10
100 SHS HOME DEPOT INC P 2018-04-10 2018-12-04
1000 SHS NEW YORK CMNTY BANCORP P 2018-05-16 2018-12-04
BLACKSTONE GROUP LP P 2015-01-01 2018-02-20
APOLLO GLOBAL MGMT LLC P 2015-01-01 2018-02-28
APOLLO GLOBAL MGMT LLC P 2015-01-01 2018-05-31
BLACKSTONE GROUP LP P 2015-01-01 2018-08-06
BLACKSTONE GROUP LP P 2015-01-01 2018-11-05
APOLLO GLOBAL MGMT LLC P 2015-01-01 2018-11-30
APOLLO GLOBAL MGMT LLC P 2018-01-01 2018-05-31
APOLLO GLOBAL MGMT LLC P 2018-01-01 2018-08-31
ALTRA INDUSTRIAL P 2015-01-01 2018-10-01
(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 25,249   11,078 14,171
b 8,784   5,302 3,482
c 38,953   40,992 -2,039
d 49,301   37,538 11,763
e 26,115   26,936 -821
42,365   39,687 2,678
27,155   18,926 8,229
21,336   22,697 -1,361
30,747   27,973 2,774
8,722   5,375 3,347
46,046   50,486 -4,440
20,599   19,756 843
22,593   21,299 1,294
13,674   17,138 -3,464
37,347   44,516 -7,169
21,816   26,763 -4,947
32,651   26,327 6,324
26,308   30,706 -4,398
57,126   56,936 190
37,681   42,662 -4,981
26,159   29,547 -3,388
22,472   22,615 -143
22,741   24,935 -2,194
21,775   22,718 -943
30,195   24,935 5,260
29,448   31,054 -1,606
25,000   22,575 2,425
20,765   23,686 -2,921
28,436   21,510 6,926
25,449   25,141 308
25,963   25,112 851
46,279   36,585 9,694
20,283   18,908 1,375
27,480   33,034 -5,554
44,241   52,040 -7,799
15,529   17,199 -1,670
28,982   38,015 -9,033
36,232   37,046 -814
30,764   41,107 -10,343
13,386   18,406 -5,020
19,953   21,018 -1,065
15,998   19,062 -3,064
13,782   14,527 -745
23,527   20,642 2,885
27,993   23,416 4,577
28,386   22,599 5,787
31,570   9,744 21,826
15,745   20,028 -4,283
50,017   55,822 -5,805
14,600   18,939 -4,339
24,833   19,742 5,091
23,827   16,126 7,701
24,715   28,223 -3,508
52,048   22,581 29,467
15,665   9,985 5,680
30,819   26,722 4,097
31,496   34,376 -2,880
18,566   20,953 -2,387
15,085   9,985 5,100
17,645   20,232 -2,587
15,550   17,199 -1,649
19,623   7,385 12,238
25,064   20,961 4,103
46,605   43,126 3,479
48,658   22,283 26,375
21,918   19,942 1,976
33,347   37,361 -4,014
17,709   17,720 -11
10,002   12,433 -2,431
1,272     1,272
376     376
114     114
372     372
198     198
138     138
22     22
63     63
3     3
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       14,171
b       3,482
c       -2,039
d       11,763
e       -821
      2,678
      8,229
      -1,361
      2,774
      3,347
      -4,440
      843
      1,294
      -3,464
      -7,169
      -4,947
      6,324
      -4,398
      190
      -4,981
      -3,388
      -143
      -2,194
      -943
      5,260
      -1,606
      2,425
      -2,921
      6,926
      308
      851
      9,694
      1,375
      -5,554
      -7,799
      -1,670
      -9,033
      -814
      -10,343
      -5,020
      -1,065
      -3,064
      -745
      2,885
      4,577
      5,787
      21,826
      -4,283
      -5,805
      -4,339
      5,091
      7,701
      -3,508
      29,467
      5,680
      4,097
      -2,880
      -2,387
      5,100
      -2,587
      -1,649
      12,238
      4,103
      3,479
      26,375
      1,976
      -4,014
      -11
      -2,431
      1,272
      376
      114
      372
      198
      138
      22
      63
      3
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 2 101,058
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 -24,412
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))
2017 187,107 3,771,104 0.04962
2016 167,211 3,588,288 0.04660
2015 196,639 3,823,933 0.05142
2014 189,987 3,930,316 0.04834
2013 194,391 3,499,569 0.05555
2
Total of line 1, column (d) .....................
2
0.251524
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.050305
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
4,018,054
5
Multiply line 4 by line 3......................
5
202,128
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,104
7
Add lines 5 and 6........................
7
204,232
8
Enter qualifying distributions from Part XII, line 4,.............
8
147,106
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 4,208
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 4,208
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 4,208
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 4,231
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 4,231
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 23
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  
11 Enter the amount of line 10 to be: Credited to 2019 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 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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    ELEANOR H COATES Trustee
    2.00     		0    
    801 STONY LANE
    GLADWYNE,PA19035
    SUSAN P TREADWAY President
    20.00     		0   2,000
    801 STONY LANE
    GLADWYNE,PA19035
    ROBERT BOYER Trustee
    2.00     		0    
    801 STONY LANE
    GLADWYNE,PA19035
    G ANDREW MESCHTER 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
    MATTHEW V GOLAS 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  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 83,981
    2 EDUCATIONAL ACTIVITIES 47,659
    3 BOTANICAL RESEARCH 7,001
    4  
    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  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    3,742,501
    b
    Average of monthly cash balances.......................
    1b
    336,742
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,079,243
    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
    4,079,243
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    61,189
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,018,054
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    200,903
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
     
    b
    Income tax for 2018. (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
    147,106
    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
    147,106
    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
    147,106
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$  
    a Applied to 2017, 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 2018 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		 
    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) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
    109,345 112,584 125,410 110,212 457,551
    b 85% of line 2a ......... 92,943 95,696 106,599 93,680 388,918
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		147,106 187,107 167,211 196,639 698,063
    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 ....     		147,106 187,107 167,211 196,639 698,063
    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...     		133,935 125,703 119,609 127,465 506,712
    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 foundation 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 (2018)
    Form 990-PF (2018)
    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 (2018)
    Form 990-PF (2018)
    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 1,282  
    4 Dividends and interest from securities....     14 108,757  
    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 ............     		        101,058
    9 Net income or (loss) from special events:         16,267
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMEMBERSHIP DUES     		        19,220
    bOTHER MISCELLANEOUS INC         5,384
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   110,039 141,929
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    251,968
    (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 (2018)
    Form 990-PF (2018)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID: 18007218
    Software Version: 2018v3.1


    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) 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

    		$ 5,000


    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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) (2018)

    Additional Data


    Software ID: 18007218
    Software Version: 2018v3.1

    TY 2018 AccountingFeesSchedule
    Name:
    THE HENRY FOUNDATION FOR BOTANICAL
     
    RESEARCH
    EIN:
    23-1365145
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BEUCLER, KELLY & IRWIN, LTD 6,000 0 0 6,000

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

    TY 2018 DepreciationSchedule
    Name:
    THE HENRY FOUNDATION FOR BOTANICAL
     
    RESEARCH
    EIN:
    23-1365145
    Software ID:
    18007218
    Software Version:
    2018v3.1
    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
    LATH HOUSE (STONE WALL) 1999-12-31 7,251 4,356 SL 30.0000 242      
    FENCING 1999-07-15 13,646 12,532 SL 20.0000 682      
    HORSE FENCING 2000-09-29 1,656 1,432 SL 20.0000 83      
    HORSE FENCING - 2001 2001-06-21 2,762 2,277 SL 20.0000 138      
    BARN IMPROVEMENTS 2004-05-04 3,364 3,062 SL 15.0000 224      
    CABIN ROOF 2004-06-17 768 689 SL 15.0000 51      
    DEER FENCING 2004-03-17 5,491 5,033 SL 15.0000 366      
    HORSE FENCING 2004-07-10 6,761 6,088 SL 15.0000 451      
    PROPAGATION FENCING 2004-08-12 559 497 SL 15.0000 37      
    COTTAGE ROOF 2005-08-02 8,290 6,866 SL 15.0000 553      
    BARN ROOF 2006-08-04 37,156 28,279 SL 15.0000 2,477      
    BARN PORCH 2006-10-05 12,849 9,641 SL 15.0000 857      
    PROPERTY FENCE 2006-06-29 84,997 65,159 SL 15.0000 5,666      
    MAIN HOUSE ROOF 2007-03-12 1,879 1,354 SL 15.0000 125      
    BARN FACADE 2007-05-15 18,000 12,800 SL 15.0000 1,200      
    BARN FLOORS 2007-06-21 1,006 704 SL 15.0000 67      
    PLANT FENCING 2008-09-01 960 597 SL 15.0000 64      
    PIT HOUSE ROOF AND DOOR 2010-10-14 3,500 1,689 SL 15.0000 233      
    COTTAGE RENOVATION 2010-12-16 3,845 1,792 SL 15.0000 256      
    ALPACA GRAZING FENCE 2010-11-18 668 319 SL 15.0000 45      
    COTTAGE RENOVATION 2011-04-26 1,525 680 SL 15.0000 102      
    PITHOUSE 2011-10-06 3,787 1,575 SL 15.0000 252      
    MASONRY 2011-09-15 5,136 2,166 SL 15.0000 342      
    REFIGERATOR & FREEZER 2012-06-28 1,378 1,083 SL 7.0000 197      
    FENCE 2013-07-25 2,735 804 SL 15.0000 182      
    DISHWASHER 2013-01-17 2,145 1,505 SL 7.0000 306      
    COTTAGE RENOVATION 2014-12-18 4,270 855 SL 15.0000 285      
    PRESSURE TANK 2014-02-11 1,472 823 SL 7.0000 210      
    GENERATOR 2014-03-06 2,904 1,591 SL 7.0000 415      
    MAIN HOUSE ROOF 2015-09-10 4,865 756 SL 15.0000 324      
    COMPUTER FOR FH 2015-06-30 1,390 695 SL 5.0000 278      
    WELL PUMP 2016-08-04 2,018 408 SL 7.0000 288      
    COTTAGE RENOVATION 2017-10-01 82,492 1,375 SL 15.0000 5,499      
    EXHIBIT ROOM 2018-10-18 8,723   SL 15.0000 97      
    CHIPPER 2018-07-18 3,749   SL 7.0000 223      
    LIBRARY SOFA 2018-10-18 2,339   SL 7.0000 56      

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE HENRY FOUNDATION FOR BOTANICAL
     
    RESEARCH
    EIN:
    23-1365145
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCKS 3,037,132 3,037,132

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    THE HENRY FOUNDATION FOR BOTANICAL
     
    RESEARCH
    EIN:
    23-1365145
    Software ID:
    18007218
    Software Version:
    2018v3.1
    US Government Securities - End of Year Book Value:

    76
    US Government Securities - End of Year Fair Market Value:

    76
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE HENRY FOUNDATION FOR BOTANICAL
     
    RESEARCH
    EIN:
    23-1365145
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS FMV 276,562 276,562

    TY 2018 LandEtcSchedule2
    Name:
    THE HENRY FOUNDATION FOR BOTANICAL
     
    RESEARCH
    EIN:
    23-1365145
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Furniture and Fixtures 22,527 19,769 2,758 2,284
    Machinery and Equipment 131,043 120,934 10,109 10,109
    Buildings 236,923 234,270 2,653 2,653
    Improvements 468,765 336,734 132,031 132,030
    Land 1,928,606   1,928,606 1,928,606


    TY 2018 OtherAssetsSchedule
    Name:
    THE HENRY FOUNDATION FOR BOTANICAL
     
    RESEARCH
    EIN:
    23-1365145
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST RECEIVABLE 3 3 3


    TY 2018 OtherExpensesSchedule
    Name:
    THE HENRY FOUNDATION FOR BOTANICAL
     
    RESEARCH
    EIN:
    23-1365145
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE 10,882     10,882
    EDUCATION: LIBRARY & RESEARCH 9,051     9,051
    EQUIPMENT: REPAIRS & MAINTENANCE 1,688     1,688
    PAYROLL SERVICE FEE 2,603     2,603
    PROFESSIONAL BOTANICAL & HORTICULTURAL 11,926     11,926
    SPECIAL EVENT EXPENSES 12,087     12,087
    TELEPHONE/INTERNET SERVICE 5,287     5,287


    TY 2018 OtherIncomeSchedule2
    Name:
    THE HENRY FOUNDATION FOR BOTANICAL
     
    RESEARCH
    EIN:
    23-1365145
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Income From Special Events 16,267    
    MEMBERSHIP DUES 19,220    
    OTHER MISCELLANEOUS INC 5,384    


    TY 2018 OtherLiabilitiesSchedule
    Name:
    THE HENRY FOUNDATION FOR BOTANICAL
     
    RESEARCH
    EIN:
    23-1365145
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED MEMBERSHIP DUES 4,229 5,734


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE HENRY FOUNDATION FOR BOTANICAL
     
    RESEARCH
    EIN:
    23-1365145
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 180 180 180 0


    TY 2018 TaxesSchedule
    Name:
    THE HENRY FOUNDATION FOR BOTANICAL
     
    RESEARCH
    EIN:
    23-1365145
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 4,213     4,213
    FOREIGN TAXES 514 514 514  
    PAYROLL TAXES 4,060     4,060
    REAL ESTATE TAXES 210     210