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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 10-01-2021 , and ending 09-30-2022
Name of foundation
AD HENDERSON FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)515 EAST LAS OLAS BOULEVARD 930
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FORT LAUDERDALE, FL33301
A Employer identification number

23-7047045
B Telephone number (see instructions)

(954) 764-2819
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$63,012,229J 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      
4 Dividends and interest from securities... 1,043,857 1,041,176  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,089,422
b Gross sales price for all assets on line 6a 10,308,937
7 Capital gain net income (from Part IV, line 2)... 1,089,422
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 648 0  
12 Total. Add lines 1 through 11........ 2,133,927 2,130,598  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 104,850 15,724   89,126
14 Other employee salaries and wages...... 321,934 16,097   305,837
15 Pension plans, employee benefits....... 93,504 14,026   79,479
16a Legal fees (attach schedule)......... Click to see attachment 523 262   262
b Accounting fees (attach schedule)....... Click to see attachment 28,179 14,089   14,089
c Other professional fees (attach schedule).... Click to see attachment 461,572 399,914   61,658
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 56,103 4,576   26,276
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 76,375 3,819   72,556
21 Travel, conferences, and meetings....... 63,740 6,374   57,366
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 54,239 2,522   51,717
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,261,019 477,403   758,366
25 Contributions, gifts, grants paid....... 3,157,941 3,157,941
26 Total expenses and disbursements. Add lines 24 and 25 4,418,960 477,403   3,916,307
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,285,033
b Net investment income (if negative, enter -0-) 1,653,195
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............. 285,477 365,359 365,359
2 Savings and temporary cash investments......... 8,580,911 2,169,907 2,169,907
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) 896,309 Click to see attachment1,034,761 1,027,449
b Investments—corporate stock (attach schedule)....... 22,860,753 Click to see attachment21,020,995 33,910,410
c Investments—corporate bonds (attach schedule)....... 4,167,781 Click to see attachment10,470,435 10,429,507
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 14,154,887 Click to see attachment13,599,628 15,084,110
14 Land, buildings, and equipment: basis bullet40,712
Less: accumulated depreciation (attach schedule) bullet15,225 25,487 Click to see attachment25,487 25,487
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 50,971,605 48,686,572 63,012,229
Liabilities 17 Accounts payable and accrued expenses..........    
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 attachment0 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 0 0
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...........    
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........ 350,998 350,998
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 50,620,607 48,335,574
29 Total net assets or fund balances (see instructions)..... 50,971,605 48,686,572
30 Total liabilities and net assets/fund balances (see instructions). 50,971,605 48,686,572
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
50,971,605
2
Enter amount from Part I, line 27a .....................
2
-2,285,033
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
48,686,572
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
48,686,572
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 MORGAN STANLEY - ST P   2022-09-30
b MORGAN STANLEY - LT P   2022-09-30
c FIDELITY A/C 735809 - CAP GAIN DISTRIBUTION P   2022-09-30
d FIDELITY A/C 735809 - ST P   2022-09-30
e FIDELITY A/C 735809 - LT P   2022-09-30
FIDELITY A/C 735809 - CAP GAIN DISTRIBUTION P   2022-09-30
(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 2,681,594   2,902,746 -221,152
b 4,427,300   4,089,426 337,874
c       16,710
d 1,413,755   1,504,227 -90,472
e 1,786,288   1,429,168 357,120
      689,342
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       -221,152
b       337,874
c       16,710
d       -90,472
e       357,120
      689,342
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,089,422
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 0
3 Add lines 1 and 2........................... 3 22,979
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 22,979
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 28,801
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 28,801
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 5,822
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet5,822 RefundedBullet 11 0
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$ 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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDE, FL
    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. ...............................
    10
     
    No
    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 addressbulletWWW.HENDERSONFDN.ORG
    14
    The books are in care ofbulletA D HENDERSON FOUNDATION INC Telephone no.bullet (954) 764-2819

    Located atbullet515 EAST LAS OLAS BLVDFORT LAUDERDALEFL ZIP+4bullet33301
    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)
    Yes
     
    (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
    ALEXANDRA HOLLY FOULADI TRUSTEE
    2.00     		11,850 0 0
    515 EAST LAS OLAS BOULEVARD SUITE
    930
    FORT LAUDERDALE,FL33301
    ALLEN DOUGLAS HENDERSON TRUSTEE
    3.00     		10,550 0 0
    515 EAST LAS OLAS BOULEVARD SUITE
    930
    FORT LAUDERDALE,FL33301
    ANNE W RIDER VICE PRESIDENT-TRUSTEE
    5.00     		15,450 927 0
    515 EAST LAS OLAS BOULEVARD SUITE
    930
    FORT LAUDERDALE,FL33301
    HOWARD A BAKALAR TRUSTEE
    2.00     		16,250 0 0
    515 EAST LAS OLAS BOULEVARD SUITE
    930
    FORT LAUDERDALE,FL33301
    KAREN M PFEIFFER SEC & OP MGR/SEE PART VIII
    40.00     		0 0 0
    515 EAST LAS OLAS BOULEVARD SUITE
    930
    FORT LAUDERDALE,FL33301
    LUCIA HENDERSON PRESIDENT-TRUSTEE
    5.00     		15,250 12,087 0
    515 EAST LAS OLAS BOULEVARD SUITE
    930
    FORT LAUDERDALE,FL33301
    MAUREEN C TOMPKINS TREASURER-TRUSTEE
    2.00     		12,250 0 0
    515 EAST LAS OLAS BOULEVARD SUITE
    930
    FORT LAUDERDALE,FL33301
    ROBERT S HINRICHS TRUSTEE
    2.00     		14,450 0 0
    515 EAST LAS OLAS BOULEVARD SUITE
    930
    FORT LAUDERDALE,FL33301
    KENNETH J KING TRUSTEE
    2.00     		8,800 0 0
    515 EAST LAS OLAS BOULEVARD SUITE
    930
    FORT LAUDERDALE,FL33301
    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
    EDWARD GALE PROGRAM DIRECTOR
    40.00     		132,018 19,829 0
    515 EAST LAS OLAS BOULEVARD SUITE
    930
    FORT LAUDERDALE,FL33301
    KAREN PFEIFFER SECRETARY & OPERATIO
    40.00     		110,127 24,901 0
    515 EAST LAS OLAS BOULEVARD SUITE
    930
    FORT LAUDERDALE,FL33301
    MONICA MENAHEM PROGRAM DIRECTOR
    40.00     		89,722 14,076 0
    515 EAST LAS OLAS BOULEVARD SUITE
    930
    FORT LAUDERDALE,FL33301
    Total number of other employees paid over $50,000...................bullet 0
    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
    WILLIAMS JONES & ASSOCIATES INVESTMENT ADVISORY 283,990
    717 FIFTH AVE 1700
    NEW YORK,NY10022
    ALESCO ADVISORS LLC INVESTMENT ADVISORY 115,924
    120 OFFICE PARK WAY
    PITTSFORD,NY14534
    SUTHERLAND STRATEGIES STRATEGIC PLANNING 61,658
    568 JEAN STREET
    OAKLAND,CA94610
    Total number of others receiving over $50,000 for professional services.............bullet0
    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.........................bullet0
    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
    71,380,959
    b
    Average of monthly cash balances.......................
    1b
    5,448,453
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    76,829,412
    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
    76,829,412
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,152,441
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    75,676,971
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    3,783,849
    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
    3,783,849
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    22,979
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    22,979
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,760,870
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    648
    5
    Add lines 3 and 4............................
    5
    3,761,518
    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 XII, line 1 ...
    7
    3,761,518
    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 3,761,518
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 3,513,636
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,916,307
    a Applied to 2020, but not more than line 2a 3,513,636
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 402,671
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		3,358,847
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    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).)
    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:
    KAREN PFEIFFER
    515 EAST LAS OLAS BOULEVARD SUITE
    930
    FORT LAUDERDALE,FL33301
    (954) 764-2819
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN REQUEST INCLUDING NAME, ADDRESS, AMOUNT, AND DURATION FOR FUNDS REQUESTED; DESCRIPTION OF THE PROJECT OR PROGRAM; TYPE OF CHARITABLE ORGANIZATION; COPY OF IRS APPROVAL OF TAX-EXEMPT STATUS
    cAny submission deadlines:
    QUARTERLY
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE A.D. HENDERSON FOUNDATION IS DEDICATED TO IMPROVING THE LIVES OF YOUNG CHILDREN AND THEIR FAMILIES IN BROWARD COUNTY, FLORIDA AND THE STATE OF VERMONT.
    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
    ARC BROWARD INC
    10250 NW 53RD ST
    SUNRISE,FL33351     		NONE PUBLIC CHARITY PARENTS AS TEACHERS 40,000
    BUILDING BRIGHT FUTURES
    600 BLAIR PARK BLVD SUITE 160
    WILLISTON,VT05495     		NONE PUBLIC CHARITY SAFEGUARD THE SUSTAINABILITY AND ITEGRATION OF THE BBF NETWORK 70,000
    COMMUNITY FOUNDATION OF BROWARD
    910 EAST LAS OLAS BLVD 200
    FORT LAUDERDALE,FL33301     		NONE PUBLIC CHARITY ANNUAL UNSOLICITED GENERAL PURPOSES GRANT 10,000
    FAMILY CENTRAL INC
    1415 W CYPRESS CREEK RD SUITE 103
    FORT LAUDERDALE,FL33309     		NONE PUBLIC CHARITY CONTINUATION OF HOME INSTRUCTION FOR PARENTS OF PRESCHOOL YOUNGSTERS (HIPPY) 95,000
    INCLUSIVE ARTS VERMONT INC
    21 CARMICHAEL STREET SUITE 206
    ESSEX JUNCTION,VT05452     		NONE PUBLIC CHARITY CONTINUATION OF START WITH THE ARTS 60,000
    JACK AND JILL CHILDREN'S CENTER INC
    1315 WEST BROWARD BOULEVARD
    FORT LAUDERDALE,FL33312     		NONE PUBLIC CHARITY CONTINUATION OF COMPREHENSIVE CAMPAIGN 70,000
    JOE DIMAGGIO CHILDREN'S HOSPITAL FDN
    3329 JOHNSON ST
    HOLLYWOOD,FL33021     		NONE PUBLIC CHARITY LEARNING TO ELEVATE ACADEMIC POTENTIAL (LEAP) FOR SUCCESS PROGRAM 80,000
    LEAHY CENTER FOR LAKE CHAMPLAIN
    ONE COLLEGE STREET
    BURLINGTON,VT05401     		NONE PUBLIC CHARITY EARLY EDUCATION STEM OUTREACH PROJECT 35,000
    LET'S GROW KIDS
    19 MARBLE AVENUE SUITE 4
    BURLINGTON,VT05401     		NONE PUBLIC CHARITY CONTINUATION OF LET'S GROW KIDS CAPITAL CAMPAIGN 833,333
    MENTOR VERMONT
    19 MARBLE STREET STE 4
    BURLINGTON,VT05401     		NONE PUBLIC CHARITY CONTINUATION OF VT MENTORING GRANTS & OPERATIONAL SUPPORT 200,000
    MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED INC
    601 SW 8TH AVENUE
    MIAMI,FL33130     		NONE PUBLIC CHARITY CONTINUATION OF EYE CARE FOR YOUNG CHILDREN IN BROWARD COUNTY 70,000
    MUSEUM OF DISCOVERY AND SCIENCE INC
    401 SW SECOND STREET
    FORT LAUDERDALE,FL33312     		NONE PUBLIC CHARITY BROWARD LEARNING PODS PROJECT - 27 SEATS 300,000
    REACH OUT AND READ INC
    89 SOUTH ST SUITE 201
    BOSTON,MA02111     		NONE PUBLIC CHARITY REACH OUT AND READ BIRTH TO FIVE MONTH INITIATIVE IN BROWARD COUNTY 100,000
    RETREAT FARM
    45 FARMHOUSE SQUARE
    BRATTLEBORO,VT05301     		NONE PUBLIC CHARITY ROOTED KIDS: GROWING HEALTHY KIDS AND FAMILIES AT RETREAT FARM 30,000
    RUSSELL LIFE SKILLS & READING FDN
    499 NW 70TH AVE
    PLANTATION,FL33317     		NONE PUBLIC CHARITY TWAN RUSSELL HONORARIUM - JANUARY 2021 BOARD MEETING GUEST 20,000
    UNITED WAY OF BROWARD COUNTY
    1300 S ANDREWS AVENUE
    FORT LAUDERDALE,FL33316     		NONE PUBLIC CHARITY CONTINUATION OF READINGPALS 50,000
    VERMONT ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN
    145 PINE HAVEN SHORES
    SHELBURNE,VT05482     		NONE PUBLIC CHARITY LICENSURE SUPPORT FOR EARLY CHILDHOOD EDUCATORS WITH PROVISIONAL LICENSES 93,612
    VERMONT COMMUNITY FOUNDATION
    PO BOX 30
    MIDDLEBURY,VT05753     		NONE PUBLIC CHARITY ANNUAL UNSOLICITED GENERAL PURPOSES GRANT 10,000
    VERMONT HUMANITIES COUNCIL
    11 LOOMIS STREET
    MONTPELIER,VT05602     		NONE PUBLIC CHARITY VERMONT HUMANITIES COUNCIL AND VERMONT CENTER FOR THE BOOK MERGER 35,000
    BIG BROTHERS BIG SISTERS OF BROWARD INC
    4101 RAVENSWOOD RD SUITE 202
    FORT LAUDERDALE,FL33312     		NONE PUBLIC CHARITY BROWARD BIGGER BETTER STRONGER 45,000
    BOYS TOWN SOUTH FLORIDA
    1655 PALM BEACH LAKES BLVD SUITE
    300
    WEST PALM BEACH,FL33401     		NONE PUBLIC CHARITY LIFT TOGETHER WITH BOYS TOWN 97,475
    ALANA COMMUNITY ORGANIZATION
    18 TOWN CRIER DR
    BRATTLEBORO,VT05301     		NONE PUBLIC CHARITY CURTISS REED JR. HONORARIUM - OCTOBER 2021 BOARD MEETING GUEST 1,000
    ALL FLORIDA YOUTH ORCHESTRA
    1708 N 40TH AVENUE
    HOLLYWOOD,FL33021     		NONE PUBLIC CHARITY CONTINUATION OF MUSIC STEPS FOR PRESCHOOL 70,000
    CANINE ASSISTED THERAPY INC
    1040 NE 45TH STREET
    OAKLAND PARK,FL33334     		NONE PUBLIC CHARITY PET THERAPY FOR CHILDREN 10,000
    COMMUNITY BASED CONNECTIONS INC
    1021 NW 6TH STREET
    FORT LAUDERDALE,FL33311     		NONE PUBLIC CHARITY EARLY ACHIEVERS PROGRAM AT SUNLAND PARK ACADEMY 86,000
    COX SCIENCE CENTER & AQUARIUM INC
    4801 DREHER TRAIL NORTH
    WEST PALM BEACH,FL33405     		NONE PUBLIC CHARITY PINT SIZE SCIENCE 50,000
    FIRST PRESBYTERIAN CHURCH OF ATLANTA
    1328 PEACHTREE STREET NE
    ATLANTA,GA30309     		NONE PUBLIC CHARITY JKH EMERITUS TRUSTEE GIFT 5,000
    FLAMINGO GARDENS
    3750 S FLAMINGO RD
    DAVIE,FL33330     		NONE PUBLIC CHARITY ON THE ROAD EARLY LEARNING PROGRAM 30,000
    FLORIDA INTERNATIONAL UNIVERSITY
    11200 SW 8TH STREET
    MIAMI,FL33199     		NONE PUBLIC CHARITY WE FEEL EMOTIONAL INTELLIGENCE PROJECT 271,521
    FLORIDA MENTAL HEALTH COALITION
    1848 SW 1ST AVENUE
    FORT LAUDERDALE,FL33316     		NONE PUBLIC CHARITY BUILDING COMMUNITY AND HEALING HEARTS 95,000
    GREATER BURLINGTON YMCA
    298 COLLEGE STREET
    BURLINGTON,VT05401     		NONE PUBLIC CHARITY SOCIAL SERVICES SUPPORT - Y EARLY CHILDHOOD PROGRAM 25,000
    MENTAL HEALTH AMERICA OF SOUTHEAST FLORIDA
    7145 WEST OAKLAND PARK BLVD
    LAUDERHILL,FL33313     		NONE PUBLIC CHARITY LISTEN TO CHILDREN 20,000
    NEIGHBORHOOD SCHOOLHOUSE OF BRATTLEBORO
    231 WESTERN AVENUE
    BRATTLEBORO,VT05301     		NONE PUBLIC CHARITY NEIGHBORHOOD SCHOOLHOUSE RENEWAL AND EXPANSION 2022 PROJECT 35,000
    ROKEBY MUSEUM
    4334 ROUTE 7
    FERRISBURGH,VT05456     		NONE PUBLIC CHARITY ANTI-RACIST EARLY EDUCATION PROGRAM AT ROKEBY MUSEUM 25,000
    SOUTH FLORIDA AFRO PRIDE FEDERATION
    555 SW 12TH AVENUE STE 105
    POMPANO BEACH,FL33069     		NONE PUBLIC CHARITY GENERAL OPERATING SUPPORT 10,000
    SPRINGFIELD AREA PARENT CHILD CENTER
    6 MAIN STREET
    NORTH SPRINGFIELD,VT05150     		NONE PUBLIC CHARITY LEARNING TOGETHER PROGRAM 50,000
    THE OLD STONE HOUSE MUSEUM
    109 OLD STONE HOUSE ROAD
    BROWNINGTON,VT05860     		NONE PUBLIC CHARITY HANDS ON HISTORY 30,000
    Total .................................bullet 3a 3,157,941
    bApproved for future payment
    LET'S GROW KIDS
    3 COURT STREET
    MIDDLEBURY,VT05753     		NONE PUBLIC CHARITY LET'S GROW KIDS CAPITAL CAMPAIGN 833,333
    SPRINGFIELD AREA PARENT CHILD CENTER
    6 MAIN STREET
    NORTH SPRINGFIELD,VT05150     		NONE PUBLIC CHARITY REVIVING LEARNING TOGETHER PROGRAM AT SAPCC 50,000
    FLORIDA INTERNATIONAL UNIVERSITY
    11200 SOUTHWEST 8TH STREET MARC 430
    MIAMI,FL33199     		NONE PUBLIC CHARITY WEFEEL EMOTIONAL INTELLIGENCE PROJECT 187,806
    BOYS TOWN SOUTH FLORIDA
    1655 PALM BEACH LAKES BOULEVARD
    SUITE 300
    WEST PALM BEACH,FL33401     		NONE PUBLIC CHARITY LIFT TOGETHER WITH BOYS TOWN 102,350
    GREATER BURLINGTON YMCA
    266 COLLEGE STREET
    BURLINGTON,VT05401     		NONE PUBLIC CHARITY SOCIAL SERVICES SUPPORT - Y EARLY CHILDHOOD PROGRAM 25,000
    MENTOR VERMONT
    19 MARBLE AVENUE SUITE 4
    BURLINGTON,VT05401     		NONE PUBLIC CHARITY MENTOR VERMONT FUNDING REQUEST FOR THE VERMONT MENTORING GRANTS AND OPERATIONAL SUPPORT 200,000
    JACK & JILL CHILDREN'S CENTER
    1315 WEST BROWARD BLVD
    FORT LAUDERDALE,FL33312     		NONE PUBLIC CHARITY COMPREHENSIVE CAPITAL CAMPAIGN 70,000
    REACH OUT AND READ INC
    89 SOUTH STREET
    BOSTON,MA02111     		NONE PUBLIC CHARITY REACH OUT AND READ RX FOR EARLY LITERACY IN BROWARD COUNTY 100,000
    Total .................................bullet 3b 1,568,489
    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 ...........     		         
    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 1,089,422  
    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 2,133,279 648
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,133,927
    (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.)
    7 GRANTS REPORTED IN PRIOR YEARS REFUNDED BY GRANT RECIPIENTS
    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:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    AD HENDERSON FOUNDATION INC
    EIN:
    23-7047045
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 28,179 14,089   14,089

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    AD HENDERSON FOUNDATION INC
    EIN:
    23-7047045
    Name of Bond End of Year Book Value End of Year Fair Market Value
    INVESTMENTS - CORPORATE BONDS 10,470,435 10,429,507

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    AD HENDERSON FOUNDATION INC
    EIN:
    23-7047045
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVESTMENTS - CORPORATE STOCK 21,020,995 33,910,410

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    AD HENDERSON FOUNDATION INC
    EIN:
    23-7047045
    US Government Securities - End of Year Book Value:

    1,034,761
    US Government Securities - End of Year Fair Market Value:

    1,027,449
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    AD HENDERSON FOUNDATION INC
    EIN:
    23-7047045
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENTS - OTHER AT COST 13,599,628 15,084,110

    TY 2021 LandEtcSchedule2
    Name:
    AD HENDERSON FOUNDATION INC
    EIN:
    23-7047045
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FILE CABINETS 2,158 1,849 309  
    MAHOGANY FILE UNIT 3,950 3,950 0  
    DESK CHAIRS 2,328 2,328 0  
    OIL PAINTING 27,000 0 27,000  
    HP LASERJET PRINTER 228 228 0  
    OLYMPUS DIGITAL VOICE RECORDER 137 137 0  
    SHREDDER 691 691 0  
    CHAIR (ANITA) 1,232 1,232 0  
    LAPTOP CASE, STAND, KEYBOARD 230 230 0  
    LAPTOP (FOR KAREN) 1,034 1,034 0  
    COMPUTER (FOR MONICA) 460 460 0  
    HP PAVILION COMPUTER AND BATTERY BACKUPS (MAM & KMP)) 1,300 1,300 0  


    TY 2021 LegalFeesSchedule
    Name:
    AD HENDERSON FOUNDATION INC
    EIN:
    23-7047045
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 523 262   262


    TY 2021 OtherExpensesSchedule
    Name:
    AD HENDERSON FOUNDATION INC
    EIN:
    23-7047045
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES & SUBSCRIPTIONS 17,581 879   16,702
    EDUCATION 3,806 0   3,806
    INSURANCE 20,262 1,013   19,249
    SUPPLIES 1,256 63   1,193
    TELEPHONE 3,161 158   3,003
    POSTAGE 1,724 86   1,638
    COMPUTER SERVICE 1,275 64   1,211
    OFFICE EXPENSE 5,174 259   4,915


    TY 2021 OtherIncomeSchedule2
    Name:
    AD HENDERSON FOUNDATION INC
    EIN:
    23-7047045
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    GRANTS REFUNDED 648 0 648


    TY 2021 OtherLiabilitiesSchedule
    Name:
    AD HENDERSON FOUNDATION INC
    EIN:
    23-7047045
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYROLL TAXES PAYABLE 0 0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    AD HENDERSON FOUNDATION INC
    EIN:
    23-7047045
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 399,914 399,914   0
    CONSULTANTS - STRATEGIC PLANNINGS 61,658 0   61,658


    TY 2021 TaxesSchedule
    Name:
    AD HENDERSON FOUNDATION INC
    EIN:
    23-7047045
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEES 344 0   344
    PAYROLL TAXES 30,508 4,576   25,932
    FEDERAL TAXES 25,251 0   0