Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
The Henry Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)3525 Andrews Hwy
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Midland, TX79703
A Employer identification number

20-5861163
B Telephone number (see instructions)

(432) 522-2285
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$739,793J 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) 3,113,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 19,740 19,740  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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)..... 0  
11 Other income (attach schedule)....... 0    
12 Total. Add lines 1 through 11........ 3,132,740 19,740  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 164,040      
15 Pension plans, employee benefits....... 61,695      
16a Legal fees (attach schedule)......... 0      
b Accounting fees (attach schedule)....... 3,798 200    
c Other professional fees (attach schedule).... 2,346      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
12,567      
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
0    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
38,618      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 283,064 200   0
25 Contributions, gifts, grants paid....... 2,776,184 2,776,184
26 Total expenses and disbursements. Add lines 24 and 25 3,059,248 200   2,776,184
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 73,492
b Net investment income (if negative, enter -0-) 19,540
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 640,682 712,602 712,601
2 Savings and temporary cash investments......... 24,259 24,692 24,692
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow     0  
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis right arrow17,943
Less: accumulated depreciation (attach schedule) right arrow17,943 0 Click to see attachment
List of Attached Documents:
// Content
0 		0
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,500 		Click to see attachment
List of Attached Documents:
// Content
2,500 		Click to see attachment
List of Attached Documents:
// Content
2,500
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 667,441 739,794 739,793
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) 504 504
23 Total liabilities (add lines 17 through 22)......... 504 504
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 666,937 666,937
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds   72,353
29 Total net assets or fund balances (see instructions)..... 666,937 739,290
30 Total liabilities and net assets/fund balances (see instructions). 667,441 739,794
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
666,937
2
Enter amount from Part I, line 27a .....................
2
73,492
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
740,429
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,139
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
739,290
Form 990-PF (2024)
Form 990-PF (2024)
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.)
1a
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
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
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  
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  
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 right arrow 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) 1 272
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........................... 3 272
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- ..... 5 272
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment : -1000 7 1,000
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 728
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow728 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowTX
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 2024 or the taxable year beginning in 2024? 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
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 addressright arrowwww.henrymidland.org
14
The books are in care ofright arrowAnna Olivas Telephone no.right arrow (432) 694-3000

Located atright arrow3525 Andrews HwyMidlandTX ZIP+4right arrow79703
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
Steven Castle Director
1.00 		0 0 0
3525 Andrews Hwy Ste 200
Midland,TX79703
Paula A Henry President
1.00 		0 0 0
3525 Andrews Hwy Ste 200
Midland,TX79703
Steve Pruett Vice Pres
1.00 		0 0 0
3525 Andrews Hwy
Midland,TX79703
Ronald D Scott Vice Pres.
1.00 		0 0 0
3525 Andrews Hwy Ste 200
Midland,TX79703
Michel Curry Sec/Treas
1.00 		0 0 0
3525 Andrews Hwy Ste 200
Midland,TX79703
Stan Jacobs Director
1.00 		0 0 0
3525 Andrews Hwy Ste 200
Midland,TX79703
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
Juanita Castillejo Executive Director
40.00 		101,365 9,007 0
3525 Andrews Hwy
Midland,TX79703
Lauren Garrett Adm. Asst.
40.00 		50,813 3,293 0
3501 Humble
Midland,TX79707
Total number of other employees paid over $50,000...................right arrow 2
Form 990-PF (2024)
Form 990-PF (2024)
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.............right arrow0
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 None 0
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 None 0
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
0
b
Average of monthly cash balances.......................
1b
972,132
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
972,132
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
972,132
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
14,582
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
957,550
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
47,878
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
47,878
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
272
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
272
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
47,606
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
47,606
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
47,606
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
2,776,184
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,776,184
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 47,606
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 4,245,301
b From 2020...... 2,614,476
c From 2021...... 1,989,637
d From 2022...... 2,457,000
e From 2023...... 2,895,454
f Total of lines 3a through e ........ 14,201,868
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,776,184
a Applied to 2023, 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 2024 distributable amount.....  
e Remaining amount distributed out of corpus 2,776,184
5 Excess distributions carryover applied to 2024.    
(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 16,978,052
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		47,606
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		4,245,301
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		12,732,751
10 Analysis of line 9:
a Excess from 2020.... 2,614,476
b Excess from 2021.... 1,989,637
c Excess from 2022.... 2,457,000
d Excess from 2023.... 2,895,454
e Excess from 2024.... 2,776,184
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
James C Henry
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.
None
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
The Henry Foundation
3525 Andrews Hwy
Midland,TX79703
(432) 522-2285
bThe form in which applications should be submitted and information and materials they should include:
www.henrymidland.org
cAny submission deadlines:
www.henrymidland.org
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
www.henrymidland.org
Form 990-PF (2024)
Form 990-PF (2024)
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

Agape Christian Services

3500 N A St STE 2400
Midland,TX79705 		  PC Operating forclinical counseling 0

Big Brothers Big Sisters of Midland Inc

714 W Louisiana
Midland,TX79701 		  PC Public Outreach/Program support 30,000

Aphasia Center of West Texas Inc

5214 Thomason Dr
Midland,TX79703 		  PC Skilled interventionprogram groupleaders 35,000

Boys and Girls Club of Midland Inc

PO Box 284
Midland,TX79702 		  PC Permian Basin Gives/Project Learn 39,000

Archway Outreach Inc

114 N Midkiff Rd
Midland,TX79701 		  PC Neurotherapy &Prof. CounselingFee Assistance 100,000

Buckner Children and Family Services

700 N Pearl St STE 1200
Dallas,TX75201 		  PC Midland ministries 39,000

Bush Tennis Center

5700 Briarwood Ave
Midland,TX79707 		  PC General Operations/Program support 50,000

Any Baby Can Austin Inc

6207 Sheridan Ave
Austin,TX78723 		  PC General Operating 0

Casa de Amigos of Midland Inc

1101 E Garden Ln
Midland,TX79701 		  PC General Operating/Program Support 50,000

Austin Zoo

1156 W Cesar Chavez St
Austin,TX78703 		  PC animal welfare advocate 10,000

Christmas in Action Inc

500 S Lee St
Midland,TX79701 		  PC Program support-water heaters 10,000

City of Midland Aquatics

3003 N A St
Midland,TX79705 		  PC Denise PorterProject 5,000

Communities in Schools of the Permian Basin

PO Box 60594
Midland,TX79711 		  PC Permian Basin Gives/General operating 35,000

Community Children's Clinic Ministry

PO Box 3328
Midland,TX79702 		  PC General operationssupport 39,000

Fellowship of Christian Athletes

3500 N A St
Midland,TX79705 		  PC Year RoundProgramming(Permian Basin) 36,000

High Sky Children's Ranch

8701 W County Rd 60
Midland,TX79707 		  PC Permian Basin Gives/Operating support 0

Hispanic Cultural Center of Midland Inc

1311 E Wadley Ave
Midland,TX79705 		  PC Youth programs 0

First Presbyterian church

800 W Texas Ave
Midland,TX79701 		  PC Operating funds 0

Meadows Mental Health Policy Institute (MMPHI)

2800 Swiss Ave
Dallas,TX75204 		  PC Midland ISD &Region 18 SchoolBehavioral Health Project 0

Midland Children's Rehabilitation Center Inc

802 Ventura Ave
Midland,TX79705 		  PC Operating support/Permian Basin Gives 0

Midland Shared Spaces Inc

3500 N A St STE 1100
Midland,TX79705 		  PC General Operating supportand IT expansion 35,000

Mission Health Care Inc

4500 W Illinois Ave Ste 112
Midland,TX79703 		  PC Client services program 0

Nonprofit Management Center of the Permian Basin

3500 N A St Ste 2300
Midland,TX79705 		  PC General operating support 35,000

Permian Basin Adult Literacy Center

1709 W Wall St
Midland,TX79701 		  PC General operating support 0

Recording Library of West Texas

3500 N A St STE 2800
Midland,TX79705 		  PC General operating/program support 0

Redirection Outreach Program Efforts for Youth

3500 W Golf Course Rd
Midland,TX79703 		  PC Mentoring & educationprogram/ PermianBasin Gives 0

Safe Place of the Permian Basin

1805 N Marienfeld St
Midland,TX79705 		  PC Family ViolenceProgram/PermianBasin Gives 35,000

Samaritan Counseling Center of West Texas

10008 Pilot Ave
Midland,TX79706 		  PC Counseling services/Permian Basin Gives 30,000

Senior Life of Midland

3301 Sinclair Ave
Midland,TX79707 		  PC Meals of Wheelsand homeboundservices 35,000

Teen FLOW

711 S Main St
Midland,TX79701 		  PC General operating/program support 10,592

The Field's Edge

6003 Meadowview Ln
Midland,TX79707 		  PC Tiny Village/Permian Basin Gives 0

The Springboard Center

200 Corporate Dr
Midland,TX79705 		  PC Operating funds/IOP/Scholarship funds 64,500

University of Texas Foundation

4901 E University
Odessa,TX79762 		  PC UTPB College of Business Scholarships 22,000

United Way of Midland

1209 W Wall St
Midland,TX79701 		  PC Operating Support/Admin expenses/Annual campaign 115,000

Austin Pets Alive

PO Box 6247
Austin,TX78762 		  PC Medical Triage and Wellness Clinic 25,000

Hearts For Homes

826 East McKinney St
Denton,TX76209 		  PC Operating support 10,000

Midland Memorial Foundation

400 Rosalind Redfern Grover Parkway
Midland,TX79701 		  PC Capital expendituresand education 3,000

Backyard Midland

2812 Northtown Place
Midland,TX79705 		  PC Permian Basin Gives 0

Campus Crusade for Christ (Cru)

PO Box 628222
Orlando,FL328628222 		  PC CRU atTexas State University 0

Community Partners of Denton County

6101 Long Prairie Rd
Flower Mound,TX75028 		  PC General operating 10,000

Domus Pacis Family Respite

PO Box 4424 619 E Main
Frisco,CO80443 		  PC Community of Kindness 30,000

Restored Hope Ministries

PO Box 710127
Dallas,TX75371 		  PC Operating support 20,000

Houses for Healing

PO Box 2320
Abilene,TX79604 		  PC General operating 0

Journey to Dream Foundation

579 N Valley Parkway 120
Lewisville,TX75067 		  PC Teen Transitional Campus 0

Basin Dream Center of Orphans

PO Box 52473
Midland,TX79710 		  PC Program support 19,000

Christ Church Anglican Midland

5501 N Midkiff Rd
Midland,TX79705 		  PC Christ Church Arts 3,500

Family Promise of Midland

2908 W Ohio Ave
Midland,TX79701 		  PC Permian Basin Gives 39,000

Lake Brownwood Retreat Inc

9030 RETREAT ROAD
BROWNWOOD,TX76801 		  PC Swimming pool maintenance 30,000

Our Lady of Guadalupe Catholic Church

1401 Garden Ln
Midland,TX79701 		  PC Family Center Capital Campaign 9,000

Unlock Ministries Inc

303 W Wall St 1900
Midland,TX79701 		  PC Educational 35,000

The Attic Foster Network

PO Box 8022
Midland,TX79708 		  PC Permian Basin Gives 0

YMCA Midland

800 N Big Spring St
Midland,TX79707 		  PC Scholarship programLand developmentProject 254,000

Wilderness Trek Christian Camp

6000 W Wadley AVE
Midland,TX79707 		  PC Scholarship Fund 0

Childrens Advocacy Center for North Texas

1854 Cain Drive
Lewisville,TX75077 		  PC Program Support 5,000

Cross Timbers Rotary Charities

700 Parker Square Ste 100A
Flower Mound,TX75028 		  PC Matching grant/charities 30,000

Denton County MHMR

PO Box 2346
Denton,TX76202 		  PC Critical Incident StressManagement Training 0

Lewisville Education Foundation

400 W Main St
Lewisville,TX75057 		  PC Classroom grants 4,740

Midland College Foundation

3600 N Garfield
Midland,TX79705 		  PC Pre-K AcademyCenter for TeachingExcellence 330,000

Manor Park

2208 N Loop 250 West
Midland,TX79707 		  PC Wheelchair accessibletransportation minivan 0

Midland Rape Crisis Center

PO Box 10081
Midland,TX79702 		  PC Adult therapy programStaff Recruitmentand Retention 0

Robert E Lee HS Bandoliers

PO Box 8741
Midland,TX79708 		  PC General Operating 0

Permian Basin Catholic HS

PO Box 51252
Midland,TX79710 		  PC Gymnasium 60,000

Siti and Jido Park Foundation

2040 W Oak Street
Denton,TX76201 		  PC Community involvement 0

Friendship House

PO Box 52621
Midland,TX79710 		  PC General Fund 0

Greater Ideal Family Life Center

301 S Tyler St
Midland,TX79701 		  PC Operating Fund 0

West Texas Food Bank

1601 Westcliff Dr
Midland,TX79703 		  PC General operating 3,000

Guadalupe Radio Network

1903 S Lamesa Rd
Midland,TX79701 		  PC Operating 0

Hellinghausen Hope Inc

1710 Edwards St
Midland,TX79701 		  PC General fund 0

House Rabit Resource Network Inc

PO Box 2381
Pflugerville,TX78691 		  PC General Fund 25,000

I-20 Wildlife Preserve

2201 S Midland Dr
Midland,TX79703 		  PC General 0

MARC Inc

2701 N A Street
Midland,TX79705 		  PC Operating expense 0

Metroport Meals on Wheels Inc

428 US 377
Roanoke,TX76262 		  PC Program support 0

Midland Army Airfield Foundation

9600 Wright Dr
Midland,TX79706 		  PC General Fund 0

Midland Community Healthcare Services

4214 Andrews Hwy
Midland,TX79703 		  PC General Fund 0

Midland Habitat for Humanity

305 E Texas Ave
Midland,TX79701 		  PC General Fund 0

MOSC

3100 Laforce Blvd
Midland,TX79711 		  PC General Fund 1,000

Midland Young Life Building foundation

925 W Wadley Ave
Midland,TX79705 		  PC Operating Fund 0

People for Ethical Treatment of Animals

501 Front St
Norfolk,VA23510 		  PC General Fund 0

Permian Basin Behavioral Health Center

PO Box 61950
Midland,TX79711 		  PC Operating Fund 400,000

Prevent Blindness Texas

2180 N Loop West 435
Houston,TX77018 		  PC General Fund 0

ROPE Youth

3500 W Golf Course Rd
Midland,TX79703 		  PC General Operating 0

Sibley Nature Center

1307 E Wadley Ave
Midland,TX79705 		  PC General Operating 0

Texas Tech Foundation

1508 N Knoxville Ave
Lubbock,TX79409 		  PC Operating Fund 0

The Life CenterPB Women's Resource Center

2101 W Wall
Midland,TX79701 		  PC General Support 0

The Refuge

2201 S Midland Dr
Midland,TX79703 		  PC General Fund 0

Free the Oppressed

PO Box 912938
Denver,CO80291 		  PC Operating Fund 3,000

Wildlife Rescue Inc

2201 S Midland Dr
Midland,TX79703 		  PC Operating Fund 25,000

Young Life

925 W Wadley Ave
Midland,TX79705 		  PC General Fund 20,000

Arms of Hope

21300 State Highway 16 North
Medina,TX78055 		  PC 100R-Refuge Ranch 10,000

Basin PBS

PO Box 8940
Midland,TX79701 		  PC General Fund 10,592

Buffalo Trail Council

10 Desta Drive Ste 170LL
Midland,TX79705 		  PC Foundations Fund 1Foundations Fund 2 29,000

Bynum School

PO Box 80175
Midland,TX79708 		  PC General 30,000

CASA of Denton (Care4Kids Fund)

614 N Bell Avenue
Denton,TX76209 		  PC Care4Kids 10,130

CASA of W Texas

1611 W Texas Ave
Midland,TX79701 		  PC General Fund 33,000

Centers

3701 Andrews Hwy
Midland,TX79703 		  PC General Operating 30,000

City of Austin dba Austin Animal Center

7201 Levander Loop
Austin,TX78702 		  PC General Fund 10,000

Cumberland Youth & Family Service

909 Greenlee Street
Denton,TX76201 		  PC General Operating 10,130

Permian Basin First Priority

PO Box 11221
Odessa,TX79760 		  PC General Fund 3,000

Permian Basin Gifts of Hope Inc

PO Box 1323
Midland,TX79702 		  PC General Operating 15,000

Harvesters Ministries

201 Tom Hall St 1662
Fort Mill,SC29715 		  PC Pastoral Training in N. America 3,000

Literacy Coalition of the PB

3500 N A St Ste 2700
Midland,TX79705 		  PC ESL program 100,000

MD Anderson Cancer Center

PO Box 301407 Unit 1705
Houston,TX772301407 		  PC General Fund 0

Midland County Public Library Foundation

PO Box 1634
Midland,TX79702 		  PC General Fund 10,000

Midland Education Foundation

615 W Missouri Ave Ste 224
Midland,TX79701 		  PC General Fund 5,000

Midland Parker Place Inc

508 E Parker Ave
Midland,TX79701 		  PC General fund 25,000

Mission Center Adult Day Care

3500 N A Street Ste 1300
Midland,TX79705 		  PC Operating Support 35,000

One Accord - For Kids

PO Box 52995
Midland,TX79710 		  PC General Fund 4,000

Opportunity Tribe

3310 W Wadley Ave
Midland,TX79707 		  PC General Fund 0

Partners Relief & Development

PO Box 1992
Grand Rapids,MI49501 		  PC General Fund 3,000

Pease Elementary PTA

1700 Magnolia Ave
Midland,TX797056935 		  PC book vending machine 2,000

Prestonwood Christian Academy

6801 W Park Blvd
Plano,TX750936389 		  PC General Fund 15,000

Ranch Hands Rescue

9477 Ft Worth Dr
Denton,TX76226 		  PC Bobs House of Hope 10,000

Salvation Army

300 S Baird St
Midland,TX79701 		  PC General Fund 8,000

St Jude's Children's Research Hospital

501 St Jude Place
Memphis,TN38105 		  PC General Fund 15,000

Teen Challenge Adult Centers of Texas Inc

PO Box 251
Midland,TX79702 		  PC General Fund 30,000

Texas Health Resources

612 E Lamar Blvd Ste300
Arlington,TX76011 		  PC THRIVE Program 10,000

The Hillander School

1600 W Wadley
Midland,TX79705 		  PC General Operating Fund 5,000

The Novi Community

PO BOX 3673
Midland,TX79702 		  PC General Fund 3,000

Weston A Price Foundation

4200 Wisconsin AveNW
Washington,DC20016 		  PC General Operating Fund 35,000

Trinity School

3500 W Wadley Ave
Midland,TX79707 		  PC General Fund 3,000

Petroleum Museum

1500 Interstate 20 West
Midland,TX79701 		  PC General Fund 10,000
Total .................................right arrow 3a 2,776,184
bApproved for future payment

Midland College Foundation
3600 N Garfield
Midland,TX79705 		  PC C3 Project 150,000

Midland College Foundation
DBA Holy Cross Catholic High School
Midland,TX79705 		  PC Midland YoungLeaders Challenge 15,000

United Way of Midland
1209 W Wall St
Midland,TX79701 		  PC Excellence inEducation 15,000

      0

YMCA Midland
800 N Big Spring St
Midland,TX79707 		  PC Capital Campaign 250,000

      0

University of Texas Foundation
9011 Mountain Ridge Dr
Austin,TX78759 		  PC MakingCancerHistory 20,000

Permian Basin Behavioral Health
PO Box 61950
Midland,TX79711 		  PC Capital Campaign 300,000

Midland County Public Library
301 W Missouri Ave
Midland,TX79701 		  PC Summer Reading 10,000

University of Texas Foundation
9011 Mountain Ridge Dr Ste 150
Austin,TX78759 		  pc Making Cancer History Seminar 0

Midland College Foundation Inc
3600 N Garfield St
Midland,TX79705 		  PC Midland Young Leaders Challenge 0

United Way of Midland Inc
1209 W Wall St
Midland,TX79701 		  PC Excellence in Education 0

Midland College Foundation Inc
3600 N Garfield St
Midland,TX79705 		  PC C3 Project 0
Total ................................. right arrow 3b 760,000
Form 990-PF (2024)
Form 990-PF (2024)
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 19,740  
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 ............ 		         
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) ..   19,740  
13Total. Add line 12, columns (b), (d), and (e)..................
13
19,740
(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 (2024)
Form 990-PF (2024)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  
Part VI Line 7 -Original Return Overpayment: -1,000


Form 990PF - Special Condition Description:
Special Condition Description

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

TY 2024 DepreciationSchedule
Name:
The Henry Foundation
EIN:
20-5861163
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
Furniture and Equipment 2012-02-28 12,177 12,177 200DB 7.000000000000 0      
Phone System 2012-04-04 3,242 3,242 200DB 7.000000000000 0      
Phone System 2015 2015-04-21 2,524 2,524 200DB 7.000000000000 0      

TY 2024 LandEtcSchedule2
Name:
The Henry Foundation
EIN:
20-5861163
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Furniture and Equipment 12,177 12,177 0  
Phone System 3,242 3,242 0  
Phone System 2015 2,524 2,524 0  


TY 2024 OtherAssetsSchedule
Name:
The Henry Foundation
EIN:
20-5861163
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Other Assets 1,000 1,000 1,000
Other Assets 1,500 1,500 1,500


TY 2024 OtherDecreasesSchedule
Name:
The Henry Foundation
EIN:
20-5861163
Description Amount
reconciliation discrepancies 285
50% n/d meals and entertainment 679
2023 tax paid 175


TY 2024 OtherExpensesSchedule
Name:
The Henry Foundation
EIN:
20-5861163
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Bank Fees 49      
Business Meals @50% 679      
Facilities/Equip 125      
Internet/Website 6,676      
Software 18,026      
Supplies 400      
Telephone 576      
Travel and meetings 4,864      
Insurance 3,536      
Professional Membership 3,335      
Misc expense 352      


TY 2024 TaxesSchedule
Name:
The Henry Foundation
EIN:
20-5861163
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Payroll Tax Expense 12,567