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
HENDERSON FOUNDATION
C/O ROBERTA HENDERSON
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 420
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SUDBURY, MA01776
A Employer identification number

04-6051095
B Telephone number (see instructions)

(978) 443-9000
C 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$15,745,657J 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 right arrow.............
3 Interest on savings and temporary cash investments 11,437 11,437  
4 Dividends and interest from securities... 151,898 151,898  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,047,952
b Gross sales price for all assets on line 6a 2,819,868
7 Capital gain net income (from Part IV, line 2)... 1,047,952
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,211,287 1,211,287 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 100,770 50,385 0 58,015
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
137,975 124,178 0 15,101
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
124,402 124,402 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
13,879 618 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 37,342 0 0 37,342
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
32,396 20 0 376
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 446,764 299,603 0 110,834
25 Contributions, gifts, grants paid....... 586,000 586,000
26 Total expenses and disbursements. Add lines 24 and 25 1,032,764 299,603 0 696,834
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 178,523
b Net investment income (if negative, enter -0-) 911,684
c Adjusted net income (if negative, enter -0-)... 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............. 290,347 226,568 226,568
2 Savings and temporary cash investments......... 462,407 324,164 324,164
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).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 91,477 Click to see attachment
List of Attached Documents:
// Content
197,888 		199,546
b Investments—corporate stock (attach schedule)....... 5,736,266 Click to see attachment
List of Attached Documents:
// Content
5,959,593 		14,813,233
c Investments—corporate bonds (attach schedule)....... 89,933 Click to see attachment
List of Attached Documents:
// Content
151,244 		149,581
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 71,715 Click to see attachment
List of Attached Documents:
// Content
71,715 		15,000
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
16,742 		Click to see attachment
List of Attached Documents:
// Content
17,565 		Click to see attachment
List of Attached Documents:
// Content
17,565
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,758,887 6,948,737 15,745,657
Liabilities 17 Accounts payable and accrued expenses.......... 80,238 51,944
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
229,199 		Click to see attachment
List of Attached Documents:
// Content
268,820
23 Total liabilities (add lines 17 through 22)......... 309,437 320,764
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........... 6,449,450 6,627,973
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 6,449,450 6,627,973
30 Total liabilities and net assets/fund balances (see instructions). 6,758,887 6,948,737
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
6,449,450
2
Enter amount from Part I, line 27a .....................
2
178,523
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,627,973
5
Decreases not included in line 2 (itemize) right arrow
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
6,627,973
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.)
1 a PUBLICY TRADED SECURITIES      
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 2,819,868   1,771,916 1,047,952
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       1,047,952
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 1,047,952
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 12,672
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 12,672
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 12,672
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 332
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 1,996
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,996 Refundedright arrow 11 0
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
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 arrowMA
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 arrowN/A
14
The books are in care ofright arrowROBERTA HENDERSON Telephone no.right arrow (978) 443-9000

Located atright arrow642 BOSTON POST RDSUDBURYMA ZIP+4right arrow01776
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)
Yes
 
(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
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
ROBERTA HENDERSON TRUSTEE
1.00 		36,667 0 184,300
PO BOX 420
SUDBURY,MA01776
CARLOS AYALA TRUSTEE
1.00 		36,667 0 0
PO BOX 420
SUDBURY,MA01776
KEVIN HENDERSON TRUSTEE
1.00 		34,660 0 0
PO BOX 420
SUDBURY,MA01776
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
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  
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.........................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
14,426,930
b
Average of monthly cash balances.......................
1b
662,005
c
Fair market value of all other assets (see instructions)................
1c
32,565
d
Total (add lines 1a, b, and c).........................
1d
15,121,500
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
15,121,500
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
226,823
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,894,677
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
744,734
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
744,734
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
12,672
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
12,672
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
732,062
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
732,062
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
732,062
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
696,834
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
696,834
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 7 732,062
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 586,980
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 696,834
a Applied to 2023, but not more than line 2a 586,980
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 2024 distributable amount..... 109,854
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 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 .......... 		622,208
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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).)
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 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:
ROBERTA HENDERSON
PO BOX 420
SUDBURY,MA01776
(978) 443-4646
ROBERTAHENDERSON@COMCAST.NET
bThe form in which applications should be submitted and information and materials they should include:
LETTER, INCLUDING REASON FOR NEED AND INTERNAL REVENUE SERVICE EXEMPTION
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (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

ACCURACY IN MEDIA

4455 CONNECTICUT AVENUE NW SUITE
330
WASHINGTON,DC20008 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000

ALPINE HISTORICAL SOCIETY

P O BOX 382
ALPINE,CA91903 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

AMERICAN AGRI-WOMEN RESOURCE CENTER

142 OAK CIRCLE
COLCHESTER,VT05446 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 15,000

ASIA INITIATIVES

200 E61ST STREET
NEW YORK,NY10065 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 4,000

AVON OLD FARMS SCHOOL

500 OLD FARMS ROAD
AVON,CT06001 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

BATES COLLEGE

2 ANDREWS RD
LEWISTON,ME04240 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

BAXTER ACADEMIES OF MAINE

185 LANCASTER STREET
PORTLAND,ME04101 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000

BAY PATH ELDER SERVICES

354 WAVERLY STREET
FRAMINGHAM,MA01702 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

BOSTON LIVING CENTER

29 STANHOPE ST
BOSTON,MA02116 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

BOWDOIN COLLEGE

5400 COLLEGE STA
BRUNSWICK,ME04011 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,500

BOYS & GIRLS CLUB

169 PLEASANT ST
MARLBORO,MA01752 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,000

BRITISH INTERNATIONAL SCHOOL OF BOSTON

416 POND STREET
BROOKLINE,MA02130 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

CAMBRIDGE ELLIS SCHOOL

80 TROWBRIDGE ST
CAMBRIDGE,MA02138 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000

CAMP GLENBROOK

105 ALLSTON STREET
ALLSTON,MA02134 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000

CAPE COD HOSPITAL FOUNDATION

POBOX 370
HYANNIS,MA02601 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,000

CENTER FOR SECURITY POLICY

2300 M ST NW SUITE 600
WASHINGTON,DC20037 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000

CITIZEN JOURNALISM FOUNDATION

205 DATURA STREET
WEST PALM BEACH,FL33401 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

CONNECTICUT COLLEGE

270 MOHEGAN AVE
NEW LONDON,CT06320 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

DANA FARBERJIMMY FUND

44 BINNEY ST SUITE BP414
BOSTON,MA02115 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 6,500

DANIEL'S TABLE

10 PEARL STREET
FRAMINGHAM,MA01702 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

DARTMOUTH COLLEGE

6066 DEVELOPMENT OFFICE
HANOVER,NH03755 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

EDINBURGH CENTRE

205 BURLINGTON RD
BEDFORD,MA01730 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

FOOD BANK OF THE ROCKIES

10700 E 45TH AVE
DENVER,CO80239 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 23,000

FRIENDS OF BOLTON SENIORS

663 MAIN STREET
BOLTON,MA01740 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

FRIENDS OF THE SUDBURY SENIOR CITIZENS

40 FAIRBANK ROAD
SUDBURY,MA01776 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

GATEWAY COMMUNITY SERVICE

501 FORECT STREET
PORTLAND,ME04103 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,500

HABITAT FOR HUMANITY

201 GREAT RD 301
ACTON,MA01720 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

HALO TRUST

1730 RHODE ISLAND AVE NW
WASHINGTON,DC20036 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000

HANOVER THEATRE

2 SOUTHBRIDGE STREET
WORCESTER,MA01608 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 6,500

HELLEN GEE CHEN SCHOLARSHIP FOUNDATION

66 WINCHESTER STREET 3RD FLOOR
NEWTON,MA02461 		  NC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

HUDSON FOOD PANTRY

28 HOUGHTON STREET
HUDSON,MA01749 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

INSTITUTE FOR THE STUDY OF WAR

1400 16TH STREET NW SUITE 515
WASHINGTON,DC20036 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

JEWISH FAMILY SERVICES

PLACEHOLDER
PLACEHOLDER,MA01841 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

LIONHEART CLASSICAL ACADEMY

10 SHARON RD
PETERBORO,NH03458 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 100,000

LOOMIS CHAFFEE SCHOOL

4 BATCHELDER RD
WINDSOR,CT06095 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

MAINE STATE BALLET

PO BOX 10370
PORTLAND,ME04104 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000

MARLBORO COMMUNITY CUPBOARD

255 MAIN STREET
MARLBOROUGH,MA01752 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

MASSACHUSETTS ADVOCATES FOR CHILDREN

25 KINGDOM STREET 2ND FLOOR
BOSTON,MA02111 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000

MAYNARD FOOD PANTRY

82 MAIN STREET
MAYNARD,MA01754 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

MENTAL HEALTH GLOBAL

C/O CLARA KALUDEROVIC 39 HERONS
FLIGHT PLACE
SPRING,TX77389 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000

MERCER ISLAND SCHOOL FOUNDATION

PO BOX 1243
MERCER ISLAND,WA98040 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000

MINUTEMAN SENIOR SERVICES

1 BURLINGTON WOODS DRIVE
BURLINGTON,MA01803 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

MONADNOCK COMMUNITY HOSPITAL

452 OLD STREET RD
PETERSBOROUGH,NH03458 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

MT AUBURN HOSPITAL

330 MOUNT AUBURY ST
CAMBRIDGE,MA02138 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 70,000

NEADS

305 REDEMPTION ROCK TRAIL
PRINCETON,MA01541 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 6,000

NEWTON WELLESLEY HOSPITAL

2014 WASHINGTON ST
NEWTON,MA02462 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000

NORTHERN COLORADO TRADITIONAL JAZZ SOCIETY

3654 PARLIN COURT
LOVELAND,CO80538 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000

OLD FRIENDS CLUB

PO BOX 2472
KIRKLAND,WA98083 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,000

OPEN STAGE THEATRE COMPANY

PO BOX 617
FORT COLLINS,CO80522 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

OSBORNE CENTER FOR SOCIAL JUSTICE

3 FITCH AVE
AUBURN,NY13021 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,500

PLANNED PARENTHOOD

434 WEST 33RD STREET
NYC,NY10001 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 2,000

PREGNANCY CENTER

EASTER SHORE PREGNANCY CENTER 1300
S DIVISION ST
SALISBURY,MD21804 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

PUBLIC RADIO FOR THE FRONT RANGE

619 S COLLEGE AVENUE SUITE 4
FORT COLLINS,CO80524 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

RAINFOREST TRUST

PO BOX 841
WARRENTON,VA20188 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 8,000

REBIRTH

PLACEHOLDER
PLACEHOLDER,MA01841 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 4,000

RECOVERY WITHOUT WALLS

PO BOX 591
WEST FALMOUTH,MA02574 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,000

SACO RIVER THEATRE

PO BOX 1
BAR MILLS,ME04004 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 13,000

SALISBURY SCHOOL EDUCATIONAL FOUNDATION

6279 HOBBS ROAD
SALISBURY,MD21804 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 22,500

SALVATION ARMY

25 SHAWMUT ROAD
CANTON,MA02021 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 15,000

SAVE THE POUDRE WATERKEEPER

PO BOX 20
FORT COLLINS,CO80522 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

SD USA

BUSILA DHARMA C/O SIMON DICK 4712
222ND AVE NE
REDMOND,WA98053 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 23,000

SECOND AMENDMENT INSTITUTE

1929 BILTMORE ST NW
WASHINGTON,DC20009 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 5,000

SILENT BRIDGE

2512 EAST EVERGREEN BLVD - 1014
VANCOUVER,WA98661 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 51,000

STOW FOOD PANTRY

509 GREAT RD
STOW,MA01775 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

SUDBURY COMMUNITY FOOD PANTRY

160 CONCORD RD
SUDBURY,MA01776 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

THE ASSOCIATION OF FOREIGN PRESS CORRESPONDENTS IN THE UNITED STATES

31 WEST
NYC,NY01001 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 24,000

UKRANIAN INSTITUTE OF AMERICA

2 EAST 79TH STREET
NEW YORK,NY10075 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 3,000

UNITED HELP UKRAINE

POBOX 83426
GAITHERSBURG,MD20883 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 10,000

VEGETABLE CONNECTION

913 KIMBALL RD
FORT COLLINS,CO80521 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

WESTFORD FOOD PANTRY

20 PLEASANT ST
WESTFORD,MA01886 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

WOMEN'S ENVIRONMENT & DEVELOPMENT ORGANIZATION (WEDO)

415 WEST 55TH STREET 5TH FLOOR
NEW YORK,NY10019 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 4,000

WORCESTER COUNTY FOOD BANK

474 BOSTON TURNPIKE
SHREWSBURY,MA01545 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 1,000

WORLD BOSTON

212 NORTHERN AVENUE E BUILDING 1
BOSTON,MA02210 		  PC TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE 4,000
Total .................................right arrow 3a 586,000
bApproved for future payment
Total ................................. right arrow 3b 0
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 11,437  
4 Dividends and interest from securities ....     14 151,898  
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 1,047,952  
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 1,211,287 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,211,287
(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:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
HENDERSON FOUNDATION
 
C/O ROBERTA HENDERSON
EIN:
04-6051095
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 14,820 13,338 0 1,401
BOOKKEEPING FEES 123,155 110,840 0 13,700

TY 2024 InvestmentsCorpBondsSchedule
Name:
HENDERSON FOUNDATION
 
C/O ROBERTA HENDERSON
EIN:
04-6051095
Name of Bond End of Year Book Value End of Year Fair Market Value
AMAZON 50,653 50,071
MANULIFE FINANCIAL 50,063 48,947
THE TORONTO 50,528 50,563

TY 2024 InvestmentsCorpStockSchedule
Name:
HENDERSON FOUNDATION
 
C/O ROBERTA HENDERSON
EIN:
04-6051095
Name of Stock End of Year Book Value End of Year Fair Market Value
3M COMPANY 54,620 51,636
ADIDAS 37,438 122,988
AIR LEASE 113,468 289,260
AIR PRODUCTS CHEMICALS 97,456 101,514
AKAMAI TECHNOLOGIES 105,705 102,825
ALPHABET INC. 55,384 112,360
AMAZON 89,924 3,079,139
APOLLO GLOBAL MGMT 37,571 49,383
BLACKLINE 42,180 60,760
BROOKFIELD CORP 64,245 66,239
BROWN & BROWN 57,350 66,314
CACI INTERNATIONAL 82,231 74,347
CARGURUS 122,743 127,890
CBRE GROUP 30,463 52,253
CHEVRON TEXACO CORP. 26,756 104,285
COGNEX CORP 64,422 57,376
COHERENT CORP 48,359 142,853
CRH PLC 79,850 86,321
DANAHER CORP 53,316 73,686
DEERE AND COMPANY 25,216 28,388
DEXCOMM 45,875 54,284
F5 NETWORKS 36,179 60,353
GLOBAL PAYMENTS 77,877 86,397
GUIDEWIRE 108,474 337,160
GXO LOGISTICS 76,935 65,250
HCA HOLDINGS 41,767 52,827
IDEX 51,197 94,181
INDIE SEMICONDUCTOR 48,483 28,350
INFOSYS 31,170 110,696
INTUIT 45,240 70,392
ISHARES CORE ETF AGGREGATE BOND 56,488 50,873
ISHARES ETF CORE MSCI EAFE 147,529 194,324
ISHARES ETF CORE MSCI EMERGING 118,413 126,789
ISHARES EXPONENTIAL XT 86,930 140,201
ISHARES MSCI JAPAN 138,400 235,857
ISHARES US PREFERRED STOCK ETF 212,123 179,644
JOHNSON & JOHNSON 80,258 83,880
MARRIOTT 43,724 278,940
MARVELL TECHNOLOGY 78,731 164,349
MEDTRONIC 53,946 47,928
MICROSOFT 90,536 132,353
NVIDIA 128,934 1,975,810
NXP SEMICONDUCTOR 33,244 40,115
ONEOK, INC. 76,608 101,907
ORACLE 81,589 108,649
PFIZER 106,731 106,120
PIMCO TOTAL RETURN BOND ETF 118,459 101,736
PINTEREST INC 50,520 43,500
QUALCOMM INC 127,678 614,480
ROPER TECHNOLOGIES 55,931 51,985
S&P GLOBAL 38,795 54,783
SCHLUMBERGER 50,866 260,712
SCHWAB CHARLES CORP 68,220 74,158
SECTOR SPDR UTILITY SELECT ETF 140,962 249,551
SELECT SECTOR HEALTHCARE SPDR ETF 159,165 280,643
SELECT STR FINANCIAL SPDR ETF 134,469 272,052
SHOPIFY 57,453 74,431
SNOWFLAKE 119,666 84,926
SPDR S&P 500 ETF 155,006 586,080
STARBUCKS 75,157 114,975
SYMBIOTIC INC 126,837 92,469
TAKE TWO INTERACTIVE 56,129 92,593
TECHNOLOGY SELECT SECTOR 75,939 441,788
TEVA 94,061 168,165
T-MOBILE 44,947 75,490
TOAST INC 75,702 145,800
TRI POINTE HOMES 77,233 235,690
UBER TECHNOLOGY 85,765 69,368
UNITED HEALTH GROUP 78,783 102,689
VANGUARD REIT ETF 104,759 127,760
VERISK ANALYTICS 18,656 26,441
VISA 70,567 103,031
WALMART 48,209 81,315
WELLTOWER 49,326 88,221
WEYERHAEUSER 33,869 28,150
ZILLOW GROUP 116,652 177,125
ZOETIS 63,734 115,680

TY 2024 InvestmentsGovtObligationsSch
Name:
HENDERSON FOUNDATION
 
C/O ROBERTA HENDERSON
EIN:
04-6051095
US Government Securities - End of Year Book Value:

197,888
US Government Securities - End of Year Fair Market Value:

199,546
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
HENDERSON FOUNDATION
 
C/O ROBERTA HENDERSON
EIN:
04-6051095
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESTMENT IN PARTNERSHIP FMV 71,715 15,000

TY 2024 OtherAssetsSchedule
Name:
HENDERSON FOUNDATION
 
C/O ROBERTA HENDERSON
EIN:
04-6051095
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DIVIDENDS RECEIVABLE 4,961 5,784 5,784
OTHER ASSETS 11,781 11,781 11,781


TY 2024 OtherExpensesSchedule
Name:
HENDERSON FOUNDATION
 
C/O ROBERTA HENDERSON
EIN:
04-6051095
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE AND OTHER EXPENSES 396 20 0 376
DEFERRED TAXES 32,000 0 0 0


TY 2024 OtherLiabilitiesSchedule
Name:
HENDERSON FOUNDATION
 
C/O ROBERTA HENDERSON
EIN:
04-6051095
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAXES 91,000 123,000
TAXES PAYABLE 5,383 13,004
DEFERRED INVESTMENT INCOME 132,816 132,816


TY 2024 OtherProfessionalFeesSchedule
Name:
HENDERSON FOUNDATION
 
C/O ROBERTA HENDERSON
EIN:
04-6051095
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 124,402 124,402 0 0


TY 2024 TaxesSchedule
Name:
HENDERSON FOUNDATION
 
C/O ROBERTA HENDERSON
EIN:
04-6051095
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 618 618 0 0
TAX ON NET INVESTMENT INCOME 13,090 0 0 0
OTHER TAXES 171 0 0 0