Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
HENDERSON FOUNDATION
C/O ROBERTA HENDERSON
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 420
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SUDBURY, MA01776
A Employer identification number

04-6051095
B Telephone number (see instructions)

(978) 443-9000
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$15,384,200
J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 85 85  
4 Dividends and interest from securities... 189,743 189,743  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 182,406
b Gross sales price for all assets on line 6a 1,755,219
7 Capital gain net income (from Part IV, line 2)... 182,406
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).......      
12 Total. Add lines 1 through 11........ 372,234 372,234 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 85,929 42,965 0 33,220
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 12,500 11,250 0 1,250
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 44,932 329 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 203,115 202,791 0 -1,898
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 346,476 257,335 0 32,572
25 Contributions, gifts, grants paid....... 532,000 532,000
26 Total expenses and disbursements. Add lines 24 and 25 878,476 257,335 0 564,572
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -506,242
b Net investment income (if negative, enter -0-) 114,899
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 168,351 256,584 256,584
2 Savings and temporary cash investments......... 233,708 326,189 326,189
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 7,437,893 Click to see attachment6,844,157 14,737,516
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).......... 71,715 Click to see attachment71,715 35,000
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment33,821 Click to see attachment28,911 Click to see attachment28,911
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,945,488 7,527,556 15,384,200
Liabilities 17 Accounts payable and accrued expenses.......... 45,100 86,822
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 attachment67,000 Click to see attachment110,000
23 Total liabilities (add lines 17 through 22)......... 112,100 196,822
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 7,833,388 7,330,734
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 7,833,388 7,330,734
30 Total liabilities and net assets/fund balances (see instructions). 7,945,488 7,527,556
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,833,388
2
Enter amount from Part I, line 27a .....................
2
-506,242
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,588
4
Add lines 1, 2, and 3 ..........................
4
7,330,734
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,330,734
Form 990-PF (2020)
Form 990-PF (2020)
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 CHARLES SCHWAB #2505   2020-01-01 2020-12-31
b CHARLES SCHWAB #2505   2019-01-01 2020-12-31
c RAYMOND JAMES #U404   2019-01-01 2020-12-31
d UBS #6087   2020-01-01 2020-12-31
e UBS #6087   2019-01-01 2020-12-31
UBS #6088   2020-01-01 2020-12-31
UBS #6088   2019-01-01 2020-12-31
UBS #6090   2020-01-01 2020-12-31
UBS #6090   2019-01-01 2020-12-31
(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 7,850   10,410 -2,560
b 436,185   375,307 60,878
c 333,845   253,548 80,297
d 131,440   127,829 3,611
e 158,302   170,770 -12,468
21,418   23,383 -1,965
161,752   164,824 -3,072
201,874   203,800 -1,926
302,553   242,942 59,611
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       -2,560
b       60,878
c       80,297
d       3,611
e       -12,468
      -1,965
      -3,072
      -1,926
      59,611
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 2 182,406
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 -2,840
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,597
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,597
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,597
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 12,701
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,701
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 11,104
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet11,104 RefundedBullet 11 0
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 the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ofbulletROBERTA HENDERSON Telephone no.bullet (978) 443-9000

    Located atbullet642 BOSTON POST RDSUDBURYMA ZIP+4bullet01776
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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
     
     
    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 2020 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 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
     
     
    .........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
     
     
    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
    AUGUSTA PETRONE TRUSTEE
    1.00
    22,147 0 0
    PO BOX 420
    SUDBURY,MA01776
    BARCLAY HENDERSON TRUSTEE
    1.00
    22,147 0 0
    PO BOX 420
    SUDBURY,MA01776
    ROBERTA HENDERSON TRUSTEE
    1.00
    22,147 0 80,660
    PO BOX 420
    SUDBURY,MA01776
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    12,776,746
    b
    Average of monthly cash balances.......................
    1b
    516,332
    c
    Fair market value of all other assets (see instructions)................
    1c
    51,625
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,344,703
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    13,344,703
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    200,171
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    13,144,532
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    657,227
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    657,227
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,597
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,597
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    655,630
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    655,630
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    655,630
    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
    564,572
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    564,572
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    564,572
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 655,630
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 559,103
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 564,572
    a Applied to 2019, but not more than line 2a 559,103
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    Click to see attachment0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 5,469
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    650,161
    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) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the 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).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ROBERTA HENDERSON
    PO BOX 420
    SUDBURY,MA01776
    (978) 443-4646
    ROBERTAHENDERSON@COMCAST.NET
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER, INCLUDING REASON FOR NEED AND INTERNAL REVENUE SERVICE EXEMPTION
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    ACCURACY IN MEDIA
    4455 CONNECTICUT AVENUE NW SUITE
    330
    WASHINGTON,DC20008
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,500
    ALL NEWTON SCHOOL OF MUSIC
    321 CHESTNUT ST
    WEST NEWTON,MA02465
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    AMERICAN AGRI-WOMEN RESOURCE CENTER
    142 OAK CIRCLE
    COLCHESTER,VT05446
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    AMERICAN FOREIGN POLICY COUNCIL
    509 C STREET NE
    WASHINGTON,DC20002
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 9,000
    ANNIE CANNONS
    340 S LEMON AVE 7802
    WALNUT,CA91789
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    ASSOCIATION OF FOREIGN PRESS CORRES
    31 WEST STREET
    NEW YORK,NY01001
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000
    BAY PATH ELDER SERVICES
    354 WAVERLY STREET
    FRAMINGHAM,MA01702
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    BELMONT HILL SCHOOL
    350 PROSPECT ST
    BELMONT,MA02178
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    BOSTON LIVING CENTER
    29 STANHOPE ST
    BOSTON,MA02116
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    BOSTON WOODWIND SOCIETY
    PO BOX 470413
    BROOKLINE,MA02447
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 12,000
    BOWDOIN COLLEGE
    5400 COLLEGE STA
    BRUNSWICK,ME04011
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    BOYS & GIRLS CLUB
    169 PLEASANT ST
    MARLBORO,MA01752
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 4,000
    CAMP GLENBROOK
    105 ALLSTON STREET
    ALLSTON,MA02134
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,500
    CAPE COD HOSPITAL FOUNDATION
    POBOX 370
    HYANNIS,MA02601
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    CAPITOL RESEARCH CENTER
    1513 16TH NW
    WASHINGTON,DC20036
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,000
    CENTER FOR MILITARY READINESS
    PO BOX 51600
    LIVONIA,MI48151
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    CENTER FOR SECURITY POLICY
    2300 M ST NW SUITE 600
    WASHINGTON,DC20037
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 31,000
    CHESHIRE HEALTH FOUNDATION
    580 COURT STREET
    KEENE,NH03431
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    CHILDREN OF FALLEN PATRIOTS
    1818 LIBRARY STREET SUITE 500
    RESTON,VA20190
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 4,000
    COMMITTEE FOR CONSTRUCTIVE TOMORROW
    PO BOX 65722
    WASHINGTON,DC20035
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 8,000
    COMMUNITY FOOD SERVICE
    650 SOUTH TAYLOR AVENUE
    LOUISVILLE,CO80027
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 6,000
    COMPETITIVE ENTERPRISE INSTITUTE
    1899 L STREET NW 12TH FL
    WASHINGTON,DC20036
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 4,000
    CONNECTICUT COLLEGE
    270 MOHEGAN AVE
    NEW LONDON,CT06320
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    DANIEL'S TABLE - FRAMINGHAM
    10 PEARL STREET
    FRAMINGHAM,MA01702
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    DARTMOUTH COLLEGE
    6066 DEVELOPMENT OFFICE
    HANOVER,NH03755
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 20,000
    DAVID HAROWITZ FREEDOM CENTER
    4401 WILSHIRE BLVD 4TH FL
    LOS ANGELES,CA90010
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 8,000
    DEFENSE FORUM FOUNDATION
    3014 CASTLE RD
    FALLS CHURCH,VA22044
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    DOCTORS WITHOUT BORDERS
    PO BOX 5023
    HAGERSTOWN,MD21741
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    DUBLIN CHRISTIAN ACADEMY
    PO BOX 1037
    DUBLIN,NH03444
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    EDINBURGH CENTRE
    205 BURLINGTON RD
    BEDFORD,MA01730
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    FOOD BANK OF THE ROCKIES
    10700 E 45TH AVE
    DENVER,CO80239
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 9,000
    FOUNDATION FOR A SMOKE FREE AMERICA
    8717 W MANCHESTER AVE PMB 500
    PLAYA DEL REY,CA90293
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    FOUNDATION TO GIRLS EDUCATIONAL
    C/O HENDERSON FOUNDATION PO BOX 420
    SUDBURY,MA01776
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    FREEDOM FOR ALL
    167 LUQUER STREET APT 4
    BROOKLYN,NY01123
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    FRIENDS OF SUDBURY SERVICES
    40 FAIRBANK ROAD
    SUDBURY,MA01776
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    FULLBRIGHT ASSOCIATION INC
    1320 9TH STREET SUITE 350
    WASHINGTON,DC20036
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    GOVERNMENT ACCOUNTABILITY
    10411 MOTOR CITY DRIVE SUITE 500
    BETHESDA,MD01817
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    HANOVER THEATRE
    2 SOUTHBRIDGE STREET
    WORCESTER,MA01608
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    HERITAGE FOUNDATION
    214 MASSACHUSETTS AVE NE
    WASHINGTON,DC20002
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    HILLSDALE COLLEGE
    33 E COLLEGE
    HILLSIDE,MI49242
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    HUDSON FOOD PANTRY
    28 HOUGHTON STREET
    HUDSON,MA01749
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    HUDSON INSTITUTE INC
    QUAKER RIDGE ROAD
    CROTONONHUDSON,NY10520
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    INSTITUTE FOR ENERGY RESEARCH
    6219 OLYMPIA
    HOUSTON,TX77057
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    INSTITUTE FOR JUSTICE
    901 NORTH GLEBE ROAD SUITE 900
    ARLINGTON,VA22203
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    INTER-COLLEGIATE STUDIES INSTITUTE
    3901 CENTERVILLE RD
    WILMINGTON,DE19807
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    JOSIAH BARTLETT CENTER
    409 S 18TH ST
    ST JOSEPH,MO64501
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    JUDICIAL WATCH
    425 THIRD STREET SW SUITE 800
    WASHINGTON,DC20024
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    KRFC
    619 SOUTH COLLEGE AVE SUITE 4
    FORT COLLINS,CO80524
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 4,000
    LEADERSHIP INSTITUTE
    1101 N HIGHLAND ST
    ARLINGTON,VA22201
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 8,000
    LOOMIS CHAFFEE SCHOOL
    4 BATCHELDER RD
    WINDSOR,CT06095
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    MARLBORO COMMUNITY CUPBOARD
    255 MAIN STREET
    MARLBOROUGH,MA01752
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    MASSACHUSETTS ADVOCATES FOR CHILDREN
    25 KINGDOM STREET 2ND FLOOR
    BOSTON,MA02111
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    MAYNARD FOOD PANTRY
    82 MAIN STREET
    MAYNARD,MA01754
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    MEALS ON WHEELS AMERICA COVID-19 RESPONSE
    1550 CRYSTAL DRIVE SUITE 1004
    ARLINGTON,VA22202
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    MEDIA RESEARCH CENTER
    1900 CAMPUS DRIVE SUITE 600
    RESTON,VA20191
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    MERCATUS CENTER
    4084 UNIVERSITY DR SUITE 208
    FAIRFAX,VA22030
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    MERCER ISLAND YOUTH & FAMILY SERVICES
    2040 84TH AVE SE
    MERCER ISLAND,WA98040
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    MINUTEMAN ELDER SERVICES
    26 CROSBY DR
    BEDFORD,MA01730
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    MONADNOCK COMMUNITY HOSPITAL
    452 OLD STREET RD
    PETERSBOROUGH,NH03458
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 4,000
    MT AUBURN HOSPITAL
    330 MOUNT AUBURY ST
    CAMBRIDGE,MA02138
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 37,500
    NEADS
    305 REDEMPTION ROCK TRAIL
    PRINCETON,MA01541
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    NEW CRITERION
    900 BROADWAY
    NYC,NY10003
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    NEWTON WELLESLEY HOSPITAL
    2014 WASHINGTON ST
    NEWTON,MA02462
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 8,000
    NORTHWEST HARVEST
    PO BOX 12272
    SEATTLE,WA98102
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    ONE WEST 54TH STREET FOUNDATION
    1 WEST 54TH STREET
    NYC,NY10019
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 6,500
    OPEN STAGE THEATRE COMPANY
    PO BOX 617
    FORT COLLINS,CO80522
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    OPERA FORT COLLINS
    525 WHEDBEE ST
    FORT COLLINS,CO80524
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 4,000
    OSBORNE CENTER FOR SOCIAL JUSTICE
    3 FITCH AVE
    AUBURN,NY13021
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 8,000
    PLANNED PARENTHOOD
    434 WEST 33RD STREET
    NYC,NY10001
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    PROJECT SAFEHOUSE
    107 S WEST STREET SUITE 720
    ALEXANDRIA,VA22314
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000
    PROJECT VERITAS
    1214 WEST BOSTON POST ROAD NO 148
    MAMARONECK,NY10543
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 30,000
    QUEST CENTER FOR INTEGRATIVE HEALTH
    2901 EAST BURNSIDE
    PORTLAND,OR97214
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 23,000
    RECOVERY WITHOUT WALLS
    PO BOX 591
    WEST FALMOUTH,MA02574
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    RESTORE NYC INC
    PO BOX 1003
    NEW YORK,NY10274
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    ROCKY MOUNTAIN PBS
    1089 BANNOCK STREET
    DENVER,CO80204
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 8,000
    SACO RIVER THEATRE
    BOX 1
    BAR MILLS,ME04004
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000
    SALVATION ARMY
    25 SHAWMUT ROAD
    CANTON,MA02021
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 15,000
    SAVE THE POUDRE WATERKEEPER
    PO BOX 20
    FORT COLLINS,CO80522
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    SEATTLE URBAN SQUASH
    921 82ND STREET
    SEATTLE,WA98103
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000
    SELOUS FOUNDATION
    325 PENNSYLVANNIE AVE SE
    WASHINGTON,DC20003
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    SHADY HILL SCHOOL
    178 COOLIDGE HILL
    CAMBRIDGE,MA02138
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 7,000
    STATE POLICY NETWORK (SPIN)
    1655 N FORT MYER DR SUITE 360
    ARLINGTON,VA22209
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    STOW FOOD PANTRY
    509 GREAT RD
    STOW,MA01775
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    SUDBURY COMMUNITY FOOD PANTRY
    160 CONCORD RD
    SUDBURY,MA01776
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    TAHIRIH JUSTICE CENTER
    6400 ARLINGTON BLVD SUITE 400
    FALLS CHURCH,VA22042
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    THE CARROLL SCHOOL
    25 BAKER BRIDGE RD
    LINCOLN,MA01773
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    THE DUBLIN SCHOOL
    PO BOX 522
    DUBLIN,NH03444
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    THE FISHER HOUSE
    111 ROCKVILLE PIKE SUITE 420
    ROCKVILLE,MD20850
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    THE FUND FOR AMERICA'S STUDIES
    1706 NEW HAMPSHIRE AVE NW
    WASHINGTON,DC20009
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 6,000
    THE INSTITUTE OF WORLD POLITICS
    1521 16TH STREET NW
    WASHINGTON,DC20036
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    THE SALISBURY SCHOOL EDUCATIONAL FOUND
    6279 HOBBS ROAD
    SALISBURY,MD21804
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 20,000
    THE VEGETABLE CONNECTION
    913 KIMBALL RD
    FORT COLLINS,CO80521
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000
    VINFEN
    950 CAMBRIDGE ST
    CAMBRIDGE,MA02141
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    VISION HOUSE
    POBOX 2951
    RENTON,WA98056
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    WELLESLEY COLLEGE
    106 CENTRAL STREET
    WELLESLEY,MA02481
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,500
    WELLS COLLEGE
    170 MAIN STREET
    AURORA,NY13026
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000
    WESTFORD FOOD PANTRY
    20 PLEASANT ST
    WESTFORD,MA01886
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,000
    WIN THIS FIGHTORG
    238 MILDALE DRIVE
    SALISBURY,MD21804
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 4,000
    WORCESTER COUNTY FOOD BANK
    474 BOSTON TURNPIKE
    SHREWSBURY,MA01545
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,500
    WORLD BOSTON
    212 NORTHERN AVENUE E BUILDING 1
    BOSTON,MA02210
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,000
    YOUNG PEOPLE'S LEADERSHIP FOUNDATION
    PO BOX 7050
    MILLER PLACE,NY11764
      501(C)3 TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000
    Total .................................bullet 3a 532,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........
    523000     85  
    4 Dividends and interest from securities.... 523000     189,743  
    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..... 523000        
    8 Gain or (loss) from sales of assets other than
    inventory ............
    523000   18 182,406  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 372,234 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    372,234
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    HENDERSON FOUNDATION
     
    C/O ROBERTA HENDERSON
    EIN:
    04-6051095
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 12,500 11,250 0 1,250

    TY 2020 AppliedToPriorYearElection
    Name:
    HENDERSON FOUNDATION
     
    C/O ROBERTA HENDERSON
    EIN:
    04-6051095
    Election:
    UNDER REG SEC 53.4942(A), THE HENDERSON FOUNDATION IS APPLYING THE EXCESS DISTRIBUTION TO PRIOR YEAR UNDISTRIBUTED INCOME.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    HENDERSON FOUNDATION
     
    C/O ROBERTA HENDERSON
    EIN:
    04-6051095
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITY INVESTMENTS 6,844,157 14,737,516

    TY 2020 InvestmentsOtherSchedule2
    Name:
    HENDERSON FOUNDATION
     
    C/O ROBERTA HENDERSON
    EIN:
    04-6051095
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENTS IN PARTNERSHIPS FMV 71,715 35,000

    TY 2020 OtherAssetsSchedule
    Name:
    HENDERSON FOUNDATION
     
    C/O ROBERTA HENDERSON
    EIN:
    04-6051095
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DIVIDEND RECEIVABLE 8,225 4,844 4,844
    OTHER ASSETS 11,781 11,781 11,781
    PREPAID FEDERAL INCOME TAXES 13,815 12,286 12,286


    TY 2020 OtherExpensesSchedule
    Name:
    HENDERSON FOUNDATION
     
    C/O ROBERTA HENDERSON
    EIN:
    04-6051095
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKKEEPING AND OFFICE 102,893 92,604 0 8,066
    INVESTMENT FEES 110,132 110,132 0 0
    OTHER EXPENSES 1,090 55 0 1,036
    RECOVERY OF EXPENSES -11,000 0 0 -11,000


    TY 2020 OtherIncreasesSchedule
    Name:
    HENDERSON FOUNDATION
     
    C/O ROBERTA HENDERSON
    EIN:
    04-6051095
    Description Amount
    CHANGE IN PARTNERSHIP ACTIVITY 3,588


    TY 2020 OtherLiabilitiesSchedule
    Name:
    HENDERSON FOUNDATION
     
    C/O ROBERTA HENDERSON
    EIN:
    04-6051095
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED TAXES 67,000 110,000


    TY 2020 TaxesSchedule
    Name:
    HENDERSON FOUNDATION
     
    C/O ROBERTA HENDERSON
    EIN:
    04-6051095
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 329 329 0 0
    TAX ON NET INVESTMENT INCOME 1,597 0 0 0
    OTHER TAXES 6 0 0 0
    DEFERRED TAXES 43,000 0 0 0