Form990-PF
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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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
HENKELS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)985 JOLLY ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BLUE BELL, PA19422
A Employer identification number

23-6235239
B Telephone number (see instructions)

(215) 283-7419
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$1,550,535J 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) 2,400,172
2 Check bullet.............
3 Interest on savings and temporary cash investments 3,112 3,112  
4 Dividends and interest from securities... 328 328  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 32
b Gross sales price for all assets on line 6a 43
7 Capital gain net income (from Part IV, line 2)... 32
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........ 2,403,644 3,472  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 308     308
b Accounting fees (attach schedule)....... Click to see attachment 9,883     14,120
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment -121      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 24,250     250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 34,320 0   14,678
25 Contributions, gifts, grants paid....... 1,981,483 1,996,665
26 Total expenses and disbursements. Add lines 24 and 25 2,015,803 0   2,011,343
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 387,841
b Net investment income (if negative, enter -0-) 3,472
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 4,063 40,645 40,645
2 Savings and temporary cash investments......... 1,146,617 1,502,543 1,502,543
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)....... 1,718 Click to see attachment1,708 7,347
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)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,152,398 1,544,896 1,550,535
Liabilities 17 Accounts payable and accrued expenses.......... 35,549 55,312
18 Grants payable................. 53,881 38,700
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 attachment25 Click to see attachment100
23 Total liabilities (add lines 17 through 22)......... 89,455 94,112
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........... 54,177 37,304
25 Net assets with donor restrictions............ 1,008,766 1,413,480
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)..... 1,062,943 1,450,784
30 Total liabilities and net assets/fund balances (see instructions). 1,152,398 1,544,896
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
1,062,943
2
Enter amount from Part I, line 27a .....................
2
387,841
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,450,784
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,450,784
Form 990-PF (2021)
Form 990-PF (2021)
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 AT&T INC. P 2000-01-01 2022-04-11
b
c
d
e
(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 43   11 32
b
c
d
e
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       32
b
c
d
e
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 32
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 48
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 48
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 100
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 100
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 52
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet0 RefundedBullet 11 52
Part VI-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$   (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
 
 
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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDE, PA
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 ofbulletJOANNE TIRPAK Telephone no.bullet (215) 283-7419

    Located atbullet985 JOLLY ROADBLUE BELLPA ZIP+4bullet194220900
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    BARBARA B HENKELS President
    0.25     		0    
    345 STENTON AVE
    PLYMOUTH MEETING,PA19462
    PAUL M HENKELS JR Vice President
    0.25     		0    
    5000 NE 148TH AVE
    PORTLAND,OR97294
    CHRISTOPHER B HENKELS Vice President
    0.25     		0    
    717 NORTH MT PLEASANT RD
    PHILADELPHIA,PA19119
    ANGELA HENKELS DALE SECR & TREASURE
    0.25     		0    
    9815 NORTHBROOK CT
    ELLICOTT CITY,MD21042
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    8,470
    b
    Average of monthly cash balances.......................
    1b
    1,346,934
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,355,404
    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
    1,355,404
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    20,331
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,335,073
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    66,754
    Part X
    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 IX, line 6..................
    1
    66,754
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    48
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    48
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    66,706
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    66,706
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    66,706
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 66,706
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 3,741,908
    b From 2017...... 2,174,113
    c From 2018...... 1,732,190
    d From 2019...... 2,251,875
    e From 2020...... 2,272,318
    f Total of lines 3a through e ........ 12,172,404
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,011,343
    a Applied to 2020, 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)........     		0
    d Applied to 2021 distributable amount..... 66,706
    e Remaining amount distributed out of corpus 1,944,637
    5 Excess distributions carryover applied to 2021.    
    (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 14,117,041
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		3,741,908
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		10,375,133
    10 Analysis of line 9:
    a Excess from 2017.... 2,174,113
    b Excess from 2018.... 1,732,190
    c Excess from 2019.... 2,251,875
    d Excess from 2020.... 2,272,318
    e Excess from 2021.... 1,944,637
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    BARBARA B HENKELS
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ANCILLAE ASSUMPTA ACADEMY
    2025 CHURCH ROAD
    WYNCOTE,PA19095     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 37,538
    ARCHBISHOP JOHN CARROLL HIGH SCHOOL
    211 MATSONFORD ROAD
    RADNOR,PA19087     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 1,000
    ARCHBISHOP RYAN HIGH SCHOOL
    11201 ACADEMY ROAD
    PHILADELPHIA,PA19154     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 34,650
    BERKS CHRISTIAN SCHOOL
    926 PHILADELPHIA AVENUE
    BIRDSBORO,PA19508     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 24,342
    BETHLEHEM CHRISTIAN SCHOOL
    3100 HECKTOWN ROAD
    BETHLEHEM,PA18020     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 29,700
    CALVARY BAPTIST SCHOOL
    1380 W VALLEY FORGE ROAD
    LANSDALE,PA19446     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 7,327
    CALVARY CHRISTIAN ACADEMY
    13500 PHILMONT AVENUE
    PHILADELPHIA,PA19116     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 7,425
    CARDINAL O'HARA HIGH SCHOOL
    1701 SOUTH SPROUL ROAD
    SPRINGFIELD,PA19064     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 1,000
    THE CITY SCHOOL
    860 N 24TH STREET
    PHILADELPHIA,PA19130     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 17,820
    COVENTRY CHRISTIAN SCHOOLS
    699 NORTH PLEASANTVIEW ROAD
    POTTSTOWN,PA19464     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 9,603
    DIOCESE OF SCRANTON
    300 WYOMING AVENUE
    SCRANTON,PA18503     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 19,070
    DOCK MENNONITE ACADEMY
    1000 FORTY FOOT ROAD
    LANSDALE,PA19446     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 5,282
    FATHER JUDGE HIGH SCHOOL
    3301 SOLLY AVENUE
    PHILADELPHIA,PA19136     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 113,850
    GWYNEDD MERCY ACADEMY ELEMENTARY SC
    816 NORRISTOWN ROAD
    SPRINGHOUSE,PA19477     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 12,078
    HOLY CROSS REGIONAL CATHOLIC SCHOOL
    701 LOCUST STREET
    COLLEGEVILLE,PA19426     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 6,722
    HUNTING PARK CHRISTIAN ACADEMY
    4400 N 6TH STREET
    PHILADELPHIA,PA19140     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 14,850
    JOHN PAUL II CENTER FOR SPECIAL LEA
    1092 WELSH ROAD
    SHILLINGTON,PA19607     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 9,900
    LASALLE ACADEMY
    1434 N 2ND STREET
    PHILADELPHIA,PA19122     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 14,950
    MERCY CAREER TECHNICAL HIGH SCHOOL
    2900 WEST HUNTING PARK AVENUE
    PHILADELPHIA,PA19129     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 14,850
    MMI PREPARATORY SCHOOL
    154 CENTRE STREET
    FREELAND,PA18224     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 4,802
    MONSIGNOR BONNER - ARCHBISHOP PREND
    403 N LANSDOWNE AVENUE
    DREXEL HILL,PA19026     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 10,000
    MONTGOMERY SCHOOL
    1141 KIMBERTON ROAD
    CHESTER SPRINGS,PA19425     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 4,802
    MOUNT ST JOSEPH'S ACADEMY
    120 WEST WISSAHICKON AVENUE
    FLOURTOWN,PA19031     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 191,320
    NAZARETH ACADEMY GRADE SCHOOL
    4701 GRANT AVENUE
    PHILADELPHIA,PA19114     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 26,009
    NITTANY CHRISTIAN SCHOOL
    1221 W WHITEHALL ROAD
    STATE COLLEGE,PA16801     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 191,535
    OLNEY CHRISTIAN SCHOOL
    425 E ROOSEVELT BOULEVARD
    PHILADELPHIA,PA19120     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 2,970
    OUR MOTHER OF CONSOLATION SCHOOL
    17 E CHESTNUT HILL AVENUE
    PHILADELPHIA,PA19118     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 4,950
    PEN RYN SCHOOL
    235 S OLDS BOULEVARD
    FAIRLESS HILLS,PA19030     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 99,000
    PHILADELPHIA CHRISTIAN CENTER ACADE
    2990 STREET ROAD
    BENSALEM,PA19020     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 3,465
    PLYMOUTH MEETING FRIENDS SCHOOL
    2150 BUTLER PIKE
    PLYMOUTH MEETING,PA19462     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 3,361
    POPE JOHN PAUL II HIGH SCHOOL
    181 RITTENHOUSE ROAD
    ROYERSFORD,PA19468     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 16,805
    REGINA ANGELORUM ACADEMY
    105 ARGYLE ROAD
    ARDMORE,PA19003     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 177,210
    REGINA COELI ACADEMY
    1525 MARIAN ROAD
    ABINGTON,PA19001     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 83,455
    REGINA LUMINIS ACADEMY
    601 FIRST AVENUE
    BERWYN,PA19312     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 66,825
    ROMAN CATHOLIC HIGH SCHOOL
    301 N BROAD STREET
    PHILADELPHIA,PA19107     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 95,900
    SCRANTON PREPARATORY SCHOOL
    1000 WYOMING AVENUE
    SCRANTON,PA18509     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 9,603
    SPRINGSIDE CHESTNUT HILL ACADEMY
    500 WEST WILLOW GROVE AVENUE
    PHILADELPHIA,PA19118     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 12,350
    SS JOHN NEUMANN MARIA GORETTI HIGH
    1736 SOUTH TENTH STREET
    PHILADELPHIA,PA19148     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 14,850
    SS PETER PAUL SCHOOL
    1327 BOOT ROAD
    WEST CHESTER,PA19380     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 8,732
    ST CATHERINE OF SIENA SCHOOL - READ
    2330 PERKIOMEN AVENUE
    READING,PA19606     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 6,300
    ST CHARLES BORROMEO SCHOOL
    1704 BRISTOL PIKE
    BENSALEM,PA19020     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 44,600
    ST EPHREM SCHOOL
    5340 HULMEVILLE ROAD
    BENSALEM,PA19020     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 49,500
    ST JAMES REGIONAL CATHOLIC SCHOOL
    500 TOME STREET
    RIDLEY PARK,PA19078     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 5,940
    ST JEROME SCHOOL
    3031 STAMFORD STREET
    PHILADELPHIA,PA19136     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 5,972
    ST JOSEPH SCHOOL - DOWNINGTOWN
    340 MANOR AVENUE
    DOWNINGTOWN,PA19335     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 11,385
    ST TERESA OF CALCUTTA SCHOOL
    256 SWAMP PIKE
    SCHWENKSVILLE,PA19473     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 3,361
    UPLAND COUNTRY DAY SCHOOL
    420 WEST STREET ROAD
    KENNETT SQUARE,PA19348     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 2,401
    VALLEY CHRISTIAN SCHOOL
    2364 HUNTINGDON PIKE
    HUNTINGDON VALLEY,PA19006     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 10,786
    VISITATION BVM SCHOOL
    190 N TROOPER ROAD
    TROOPER,PA19403     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 32,696
    WEST CATHOLIC PREPARATORY HIGH SCHO
    4501 CHESTNUT STREET
    PHILADELPHIA,PA19139     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 17,325
    WYNDCROFT SCHOOL
    1395 WILSON STREET
    POTTSTOWN,PA19464     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 7,202
    PLUMSTEAD CHRISTIAN SCHOOL
    5765 OLD EASTON ROAD
    PLUMSTEADVILLE,PA18949     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 62,865
    ACADEMY OF NOTRE DAME DE NAMUR
    560 SPROUL ROAD
    VILLANOVA,PA19085     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 4,000
    ASSUMPTION BVM SCHOOL - WEST GROVE
    290 STATE ROAD
    WEST GROVE,PA19390     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 4,950
    CRISTO REY PHILADELPHIA HIGH SCHOOL
    5200 N BROAD STREET
    PHILADELPHIA,PA19141     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 9,900
    GERMANTOWN ACADEMY
    340 MORRIS ROAD
    FORT WASHINGTON,PA19034     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 14,850
    KOHELET YESHIVA
    223 NORTH HIGHLAND AVE
    MERION STATION,PA19066     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 2,475
    LANSDALE CATHOLIC HIGH SCHOOL
    700 LANSDALE AVENUE
    LANSDALE,PA19446     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 14,404
    LITTLE FLOWER CATHOLIC HIGH SCHOOL
    1000 W LYCOMING STREET
    PHILADELPHIA,PA19140     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 14,359
    MARY MOTHER OF THE REDEEMER SCHOOL
    1321 UPPER STATE ROAD
    NORTH WALES,PA19454     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 7,425
    MERION MERCY ACADEMY
    511 MONTGOMERY AVENUE
    MERION,PA19066     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 11,524
    NATIVITY OF OUR LORD SCHOOL
    585 WEST STREET ROAD
    WARMINSTER,PA18974     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 9,603
    OUR LADY OF MERCY REGIONAL CATHOLIC
    29 CONWELL DRIVE
    MAPLE GLEN,PA19002     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 24,750
    OUR LADY OF MOUNT CARMEL SCHOOL
    225 EAST ASHLAND STREET
    DOYLESTOWN,PA18901     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 1,000
    REGINA ACADEMY AT ST JOHN THE BAPTI
    4040 DURHAM ROAD
    OTTSVILLE,PA18942     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 14,850
    ROBERT J WILF PRESCHOOL KINDERGARTE
    45 HAVERFORD ROAD
    WYNNEWOOD,PA19096     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 4,850
    ST AGNES SCHOOL
    211 WEST GAY STREET
    WEST CHESTER,PA19380     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 1,024
    ST ALBERT THE GREAT SCHOOL
    214 WELSH ROAD
    HUNTINGDON VALLEY,PA19006     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 11,524
    ST HUBERT CATHOLIC HIGH SCHOOL FOR
    7320 TORRESDALE AVENUE
    PHILADELPHIA,PA19136     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 14,550
    ST NORBERT SCHOOL
    6 GREENLAWN ROAD
    PAOLI,PA19301     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 4,730
    VILLA MARIA ACADEMY HIGH SCHOOL
    370 OLD LINCOLN HIGHWAY
    MALVERN,PA19355     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 10,083
    CENTRAL CATHOLIC HIGH SCHOOL
    4720 FIFTH AVE
    PITTSBURGH,PA15213     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 7,920
    CEDAR GROVE CHRISTIAN ACADEMY
    6445 BINGHAM STREET
    PHILADELPHIA,PA19111     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 9,900
    CORPUS CHRISTI SCHOOL
    920 SUMNEYTOWN PIKE
    LANSDALE,PA19446     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 4,802
    DREXEL NEUMANN ACADEMY
    1901 POTTER STREET
    CHESTER,PA19013     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 27,482
    GWYNEDD MERCY ACADEMY HIGH SCHOOL
    1345 SUMNEYTOWN PIKE
    GWYNEDD VALLEY,PA19437     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 16,622
    LASALLE COLLEGE HIGH SCHOOL
    8605 CHELTENHAM AVE
    WYNDMOOR,PA19038     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 24,750
    INTERNATIONAL CHRISTIAN HIGH SCHOOL
    5500 TABOR AVE
    PHILADELPHIA,PA19120     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 9,900
    SOPHIA ACADEMY
    5900 N 5TH STREET
    PHILADELPHIA,PA19120     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 9,900
    ST CHRISTOPHER SCHOOL
    13301 PROCTOR ROAD
    PHILADELPHIA,PA19116     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 16,635
    ST DOMINIC SCHOOL
    8510 FRANKFORD AVENUE
    PHILADELPHIA,PA19136     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 7,504
    ST JUDE SCHOOL
    323 W BUTLER AVENUE
    CHALFONT,PA18914     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 10,140
    SERAPHIC MASS ASSOCIATION
    5217 BUTLER STREET - SUITE 100
    PITTSBURGH,PA15201     		  PC CHARITABLE AND RELIGIOUS WITHIN SECTION 170(c)(2)(B) 25
    Total .................................bullet 3a 1,996,665
    bApproved for future payment
    ARCHBISHOP JOHN CARROLL HIGH SCHOOL
    211 MATSONFORD ROAD
    RADNOR,PA19087     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 14,850
    MERCY CAREER TECHNICAL HIGH SCHOOL
    2900 WEST HUNTING PARK AVENUE
    PHILADELPHIA,PA19129     		  PC CHARITABLE AND EDUCATIONAL WITHIN SECTION 170(c)(2)(B) 14,850
    Total .................................bullet 3b 29,700
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 3,112  
    4 Dividends and interest from securities ....          
    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 ............     		    18 32  
    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) ..   3,472  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,472
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID: 21013475
    Software Version: 2021v4.1


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    Name of the organization
    HENKELS FOUNDATION
     
    Employer identification number

    23-6235239
    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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    HENKELS FOUNDATION
          		Employer identification number
    23-6235239
    Part I
    Contributors
    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
    AMERICAN COMPOST CORPORATION
    2650 AUDUBON ROAD
     
    AUDUBON, PA19403

    		$ 75,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    BIMBO BAKERIES USA INC
    4801 COX ROAD SUITE 101
     
    GLEN ALLEN, VA23060

    		$ 50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    CITIZENS NORTHERN BANK
    90-92 MAIN STREET
     
    WELLSBORO, PA16901

    		$ 30,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    ELLIOTT-LEWIS CORPORATION
    2900 BLACK LAKE PLACE
     
    PHILADELPHIA, PA19154

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    EMBASSY BANK
    100 GATEWAY DRIVE SUITE 310
     
    BETHLEHEM, PA18017

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    FR S INC
    2650 AUDUBON ROAD
     
    AUDUBON, PA19403

    		$ 200,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    HENKELS FOUNDATION
          		Employer identification number
    23-6235239
    Part I
    Contributors
    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
    7
    FIDELIO INSURANCE COMPANY
    2826 MT CARMEL AVENUE
     
    GLENSIDE, PA19038

    		$ 110,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    FIRST NATIONAL BANK OF PENNSYLVANIA
    ONE FNB BLVD 4TH FLOOR
     
    HERMITAGE, PA16148

    		$ 23,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    FIRSTRUST BANK
    15 E RIDGE PIKE
     
    CONSHOHOCKEN, PA19428

    		$ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
    GREENWOOD GAMING ENTERTAINMENT IN
    3001 STREET ROAD SUITE 7031
     
    BENSALEM, PA19020

    		$ 375,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    11
    HENKELS MCCOY INC
    985 JOLLY ROAD
     
    BLUE BELL, PA19422

    		$ 91,111


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    12
    LEHIGH VALLEY RAIL MANAGEMENT LLC
    313 EAST BROAD STREET
     
    BETHLEHEM, PA18018

    		$ 5,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    HENKELS FOUNDATION
          		Employer identification number
    23-6235239
    Part I
    Contributors
    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
    13
    LIVING ASSISTANCE SERVICES INC
    937 HAVERFORD ROAD STE 200
     
    BRYN MAWR, PA19010

    		$ 135,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    14
    LONG CONSTRUCTION CO
    250 BUBB ROAD
     
    CENTRE HALL, PA16828

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    15
    MARVIC SUPPLY COMPANY INC
    64 EAST SWAMP ROAD
     
    DOYLESTOWN, PA189010100

    		$ 15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    16
    MOVERS SPECIALTY SERVICE INC
    211 COMMERCE DRIVE
     
    MONTGOMERYVILLE, PA18936

    		$ 46,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    17
    RM INTERNATIONAL SALES CORPORATION
    570 BETHLEHEM PIKE
     
    FORT WASHINGTON, PA19034

    		$ 7,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    18
    REALMARQ CORPORATION
    PO BOX 8263
     
    RADNOR, PA19087

    		$ 20,200


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    HENKELS FOUNDATION
          		Employer identification number
    23-6235239
    Part I
    Contributors
    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
    19
    SENIOR HOME CARE BY ANGELS INC
    937 HAVERFORD ROAD STE 200
     
    BRYN MAWR, PA19010

    		$ 150,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    20
    SERAVALLI INC
    10059 SANDMEYER LANE
     
    PHILADELPHIA, PA191163501

    		$ 15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    21
    SOLID WASTE SERVICES INC
    2650 AUDUBON ROAD
     
    AUDUBON, PA19403

    		$ 450,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    22
    ULINE INC
    12575 ULINE DRIVE
     
    PLEASANT PRAIRIE, WI53158

    		$ 200,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    23
    UNIVEST BANK AND TRUST CO
    14 NORTH MAIN STREET
     
    SOUDERTON, PA189640197

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    24
    VERITAS STRATEGIES INC
    21 CORNERSTONE COURT
     
    DOYLESTOWN, PA18901

    		$ 20,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    HENKELS FOUNDATION
          		Employer identification number
    23-6235239
    Part I
    Contributors
    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
    25
    WHITE PINES CORPORATION
    2650 AUDUBON ROAD
     
    AUDUBON, PA19403

    		$ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    26
    WILKIE LEXUS
    568 W LANCASTER AVENUE
     
    HAVERFORD, PA19041

    		$ 6,250


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    27
    MANAGEMENT EQUITY INVESTORS LP
    3843 WEST CHESTER PIKE
     
    NEWTOWN SQUARE, PA19073

    		$ 111,111


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    28
    WEATHER TRENDS INTERNATIONAL
    1495 VALLEY CENTER PKY STE 300
     
    BETHLEHEM, PA18017

    		$ 15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    29
    AMERISOURCE BERGEN SOURCING LLC
    PO BOX 247
     
    THOROFARE, NJ08086

    		$ 10,000


    (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.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    HENKELS FOUNDATION
          		Employer identification number

    23-6235239
    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) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    HENKELS FOUNDATION
          		Employer identification number

    23-6235239
    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) (2021)
    Additional Data


    Software ID: 21013475
    Software Version: 2021v4.1

    TY 2021 AccountingFeesSchedule
    Name:
    HENKELS FOUNDATION
    EIN:
    23-6235239
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 9,883 0 0 14,120

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    HENKELS FOUNDATION
    EIN:
    23-6235239
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    90 SHS AT&T CORPORATION 387 1,886
    90 SHS COMCAST CORPORATION 374 3,532
    11 SHS VERIZON COMMUNICATIONS, INC. 516 558
    23 SHS VODAFONE GROUP PLC 116 358
    19 SHS WELLS FARGO & COMPANY 206 744
    20 SHS WARNER BROS. DISCOVERY 109 269

    TY 2021 LegalFeesSchedule
    Name:
    HENKELS FOUNDATION
    EIN:
    23-6235239
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 308 0 0 308


    TY 2021 OtherExpensesSchedule
    Name:
    HENKELS FOUNDATION
    EIN:
    23-6235239
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEES 250     250
    MEMBERSHIP FEES 24,000      


    TY 2021 OtherLiabilitiesSchedule
    Name:
    HENKELS FOUNDATION
    EIN:
    23-6235239
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description Beginning of Year - Book Value End of Year - Book Value
    FEDERAL EXCISE TAX PAYABLE 25 100


    TY 2021 SubstantialContributorsSch
    Name:
    HENKELS FOUNDATION
    EIN:
    23-6235239
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Name Address
    WHITE PINES CORPORATION 2650 AUDUBON ROAD
    AUDUBON,PA19403


    TY 2021 TaxesSchedule
    Name:
    HENKELS FOUNDATION
    EIN:
    23-6235239
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 121