2024-02-13T07:56:23-06:00 2023-09-30 871353108 EISNER ADVISORY GROUP LLC 900 SOUTH PINE ISLAND ROAD 110 FT LAUDERDALE FL 33324 990PF 2022-10-01 237047045 AD HENDERSON FOUNDATION INC ADHE 9547642819 515 EAST LAS OLAS BOULEVARD 930 FORT LAUDERDALE FL 33301 LUCIA A HENDERSON PRESIDENT 9547642819 2024-01-26 1 LUCIA HENDERSON 999009999 0 SUSAN MANN P00641484 9544753199 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 70020029 X X 1289120 1289120 670689 8551372 670689 1959809 1959809 102500 15373 87127 341457 17073 324384 97280 14592 82688 5985 2993 2993 29819 14910 14910 366360 346360 20000 47278 4791 27486 7196 0 82827 4141 78686 65636 6564 59072 39447 1850 37598 1185785 428647 734944 3087408 3087408 4273193 428647 3822352 -2313384 1531162 365359 378289 378289 2169907 412886 412886 1034761 4915786 4962122 21020995 19428207 40089910 10470435 7366036 7336135 13599628 13686497 16655200 47908 22421 25487 25487 25487 0 160000 160000 48686572 46373188 70020029 0 0 X 350998 350998 0 0 48335574 46022190 48686572 46373188 48686572 46373188 48686572 -2313384 0 46373188 0 46373188 MORGAN STANLEY - ST P 2023-09-30 3000000 3000000 0 0 MORGAN STANLEY - LT P 2023-09-30 3081859 2718833 363026 363026 FIDELITY A/C 735809 - CAP GAIN DISTRIBUTION P 2023-09-30 122350 122350 FIDELITY A/C 735809 - ST P 2023-09-30 258276 273414 -15138 -15138 FIDELITY A/C 735809 - LT P 2023-09-30 2211237 2010786 200451 200451 670689 21283 0 21283 0 21283 20822 0 0 0 20822 X 0 461 0 0 0 0 0 0 0 0 0 0 1 1 DE FL 1 0 0 0 0 0 WWW.HENDERSONFDN.ORG A D HENDERSON FOUNDATION INC 9547642819 515 EAST LAS OLAS BLVD FORT LAUDERDALE FL 33301 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALEXANDRA HOLLY FOULADI 515 EAST LAS OLAS BOULEVARD SUITE 930 FORT LAUDERDALE FL 33301 TRUSTEE 2.00 12250 0 0 ALLEN DOUGLAS HENDERSON 515 EAST LAS OLAS BOULEVARD SUITE 930 FORT LAUDERDALE FL 33301 TRUSTEE 3.00 10500 0 0 ANNE W RIDER 515 EAST LAS OLAS BOULEVARD SUITE 930 FORT LAUDERDALE FL 33301 VICE PRESIDENT-TRUSTEE 5.00 14000 840 0 HOWARD A BAKALAR 515 EAST LAS OLAS BOULEVARD SUITE 930 FORT LAUDERDALE FL 33301 TRUSTEE 2.00 14000 0 0 KAREN M PFEIFFER 515 EAST LAS OLAS BOULEVARD SUITE 930 FORT LAUDERDALE FL 33301 SEC & OP MGR/SEE PART VIII 40.00 0 0 0 LUCIA HENDERSON 515 EAST LAS OLAS BOULEVARD SUITE 930 FORT LAUDERDALE FL 33301 PRESIDENT-TRUSTEE 5.00 12750 11067 0 MAUREEN C TOMPKINS 515 EAST LAS OLAS BOULEVARD SUITE 930 FORT LAUDERDALE FL 33301 TREASURER-TRUSTEE 2.00 14000 0 0 ROBERT S HINRICHS 515 EAST LAS OLAS BOULEVARD SUITE 930 FORT LAUDERDALE FL 33301 TRUSTEE 2.00 11250 0 0 KENNETH J KING 515 EAST LAS OLAS BOULEVARD SUITE 930 FORT LAUDERDALE FL 33301 TRUSTEE 2.00 9750 0 0 CHERYL L CARLSON 515 EAST LAS OLAS BOULEVARD SUITE 930 FORT LAUDERDALE FL 33301 TRUSTEE 2.00 4000 0 0 EDWARD GALE 515 EAST LAS OLAS BOULEVARD SUITE 930 FORT LAUDERDALE FL 33301 PROGRAM DIRECTOR 40.00 138837 19313 0 KAREN PFEIFFER 515 EAST LAS OLAS BOULEVARD SUITE 930 FORT LAUDERDALE FL 33301 SECRETARY & OPERATIO 40.00 115814 24929 0 MONICA MENAHEM 515 EAST LAS OLAS BOULEVARD SUITE 930 FORT LAUDERDALE FL 33301 PROGRAM DIRECTOR 40.00 97566 14493 0 0 WILLIAMS JONES & ASSOCIATES 717 FIFTH AVE 1700 NEW YORK NY 10022 INVESTMENT ADVISORY 245083 ALESCO ADVISORS LLC 120 OFFICE PARK WAY PITTSFORD NY 14534 INVESTMENT ADVISORY 101277 0 0 68856619 1488562 0 70345181 0 0 70345181 1055178 69290003 3464500 3464500 21283 21283 3443217 0 3443217 0 3443217 3822352 0 3822352 3443217 3358847 0 0 3822352 3358847 0 0 463505 0 0 0 0 0 0 0 0 2979712 0 0 0 KAREN PFEIFFER 515 EAST LAS OLAS BOULEVARD SUITE 930 FORT LAUDERDALE FL 33301 9547642819 WRITTEN REQUEST INCLUDING NAME, ADDRESS, AMOUNT, AND DURATION FOR FUNDS REQUESTED; DESCRIPTION OF THE PROJECT OR PROGRAM; TYPE OF CHARITABLE ORGANIZATION; COPY OF IRS APPROVAL OF TAX-EXEMPT STATUS QUARTERLY THE A.D. HENDERSON FOUNDATION IS DEDICATED TO IMPROVING THE LIVES OF YOUNG CHILDREN AND THEIR FAMILIES IN BROWARD COUNTY, FLORIDA AND THE STATE OF VERMONT. ALL FLORIDA YOUTH ORCHESTRA 1708 N 40TH AVENUE HOLLYWOOD FL 33021 NONE PUBLIC CHARITY CONTINUATION OF MUSIC STEPS FOR PRESCHOOL 70000 ARC BROWARD INC 10250 NW 53RD ST SUNRISE FL 33351 NONE PUBLIC CHARITY PARENTS AS TEACHERS 40000 BOYS TOWN SOUTH FLORIDA 1655 PALM BEACH LAKES BLVD SUITE 300 WEST PALM BEACH FL 33401 NONE PUBLIC CHARITY LIFT TOGETHER WITH BOYS TOWN 102350 BUILDING BRIGHT FUTURES 600 BLAIR PARK BLVD SUITE 160 WILLISTON VT 05495 NONE PUBLIC CHARITY SAFEGUARD THE SUSTAINABILITY AND INTEGRATION OF THE BBF NETWORK 70000 CANINE ASSISTED THERAPY INC 1040 NE 45TH STREET OAKLAND PARK FL 33334 NONE PUBLIC CHARITY PET THERAPY FOR CHILDREN 10000 COMMUNITY FOUNDATION OF BROWARD 910 EAST LAS OLAS BLVD 200 FORT LAUDERDALE FL 33301 NONE PUBLIC CHARITY ANNUAL UNSOLICITED GENERAL PURPOSE GRANT 10000 COX SCIENCE CENTER & AQUARIUM INC 4801 DREHER TRAIL NORTH WEST PALM BEACH FL 33405 NONE PUBLIC CHARITY PINT SIZE SCIENCE 100000 FLAMINGO GARDENS 3750 S FLAMINGO RD DAVIE FL 33330 NONE PUBLIC CHARITY ON THE ROAD EARLY LEARNING PROGRAM 150000 FLORIDA INTERNATIONAL UNIVERSITY 11200 SW 8TH STREET MIAMI FL 33199 NONE PUBLIC CHARITY WE FEEL EMOTIONAL INTELLIGENCE PROJECT 187806 GREATER BURLINGTON YMCA 298 COLLEGE STREET BURLINGTON VT 05401 NONE PUBLIC CHARITY SOCIAL SERVICES SUPPORT - Y EARLY CHILDHOOD PROGRAM 25000 INCLUSIVE ARTS VERMONT INC 21 CARMICHAEL STREET SUITE 206 ESSEX JUNCTION VT 05452 NONE PUBLIC CHARITY START WITH THE ARTS AND ARTS FIRST PROGRAM 60000 JACK AND JILL CHILDREN'S CENTER INC 1315 WEST BROWARD BOULEVARD FORT LAUDERDALE FL 33312 NONE PUBLIC CHARITY CONTINUATION OF COMPREHENSIVE CAMPAIGN 70000 LEAHY CENTER FOR LAKE CHAMPLAIN ONE COLLEGE STREET BURLINGTON VT 05401 NONE PUBLIC CHARITY EARLY EDUCATION STEM OUTREACH PROJECT 70000 LET'S GROW KIDS 19 MARBLE AVENUE SUITE 4 BURLINGTON VT 05401 NONE PUBLIC CHARITY CONTINUATION OF LET'S GROW KIDS CAPITAL CAMPAIGN 833333 MENTOR VERMONT 19 MARBLE STREET STE 4 BURLINGTON VT 05401 NONE PUBLIC CHARITY CONTINUATION OF VT MENTORING GRANTS & OPERATIONAL SUPPORT 200000 MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED INC 601 SW 8TH AVENUE MIAMI FL 33130 NONE PUBLIC CHARITY CONTINUATION OF EYE CARE FOR YOUNG CHILDREN IN BROWARD COUNTY 70000 MUSEUM OF DISCOVERY AND SCIENCE INC 401 SW SECOND STREET FORT LAUDERDALE FL 33312 NONE PUBLIC CHARITY STRENGTHENING EARLY CHILDHOOD EDUCATION AT MODS 52271 REACH OUT AND READ INC 89 SOUTH ST SUITE 201 BOSTON MA 02111 NONE PUBLIC CHARITY REACH OUT AND READ RX FOR EARLY LITERACY IN BROWARD COUNTY 100000 ROKEBY MUSEUM 4334 ROUTE 7 FERRISBURGH VT 05456 NONE PUBLIC CHARITY ANTI-RACIST EARLY EDUCATION PROGRAM AT ROKEBY MUSEUM 25000 UNITED WAY OF BROWARD COUNTY 1300 S ANDREWS AVENUE FORT LAUDERDALE FL 33316 NONE PUBLIC CHARITY CONTINUATION OF READINGPALS 50000 VERMONT ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN 19 MARBLE AVENUE SUITE 5 BURLINGTON VT 05401 NONE PUBLIC CHARITY ORGANIZATION CAPACITY BUILDING PROJECT 100000 VERMONT COMMUNITY FOUNDATION PO BOX 30 MIDDLEBURY VT 05753 NONE PUBLIC CHARITY ANNUAL UNSOLICITED GENERAL PURPOSES GRANT 20000 VERMONT HUMANITIES COUNCIL 11 LOOMIS STREET MONTPELIER VT 05602 NONE PUBLIC CHARITY NEVER TOO EARLY AND READ WITH ME 35000 ART PREVAILS PROJECT PO BOX 5142 FORT LAUDERDALE FL 33310 NONE PUBLIC CHARITY CAPACITY BUILDING PROJECT 100000 BALDWIN ACADEMY 2540 NW 21ST STREET FORT LAUDERDALE FL 33311 NONE PUBLIC CHARITY BALDWIN ACADEMY WHOLENESS THERAPY 79800 BRATTLEBORO AREA HOSPICE 191 CANAL STREET BRATTLEBORO VT 05301 NONE PUBLIC CHARITY GENERAL PURPOSE GRANT 5000 CITY OF LAUDERHILL 5581 WEST OAKLAND PARK BOULEVARD LAUDERHILL FL 33313 NONE GOVERNMENT NEIGHBORHOOD HEALTH & PROSPERITY HUB PROJECT 81600 EARLY LEARNING COALITION OF BROWARD CO 1475 W CYPRESS CREEK RD SUITE 301 FORT LAUDERDALE FL 33309 NONE PUBLIC CHARITY PEER SUPPORT SPECIALIST POSITIONS 160000 FAIRBANKS MUSEUM AND PLANETARIUM 1302 MAIN STREET ST JOHNSBURY VT 05819 NONE PUBLIC CHARITY BUILD IT! LAB UPGRADE 13248 FAMILY PLACE INC 319 US-5 NORWICH VT 05055 NONE PUBLIC CHARITY PARENT CHILD CENTER INNOVATIONS INSTITUTE 35000 GLIMMER OF HOPE FOUNDATION 1802 NW 19TH STREET FORT LAUDERDALE FL 33311 NONE PUBLIC CHARITY REFUGEE RESETTLEMENT PROGRAM 20000 JAFCO 5655 CORAL RIDGE DRIVE CORAL SPRINGS FL 33076 NONE PUBLIC CHARITY FAMILY PRESERVATION PROGRAM 25000 KING STREET CENTER INC PO BOX 1615 BURLINGTON VT 05402 NONE PUBLIC CHARITY KING STREET CENTER STRATEGIC PLANNING 30000 VOLTA MUSIC FOUNDATION PO BOX 668092 POMPANO BEACH FL 33069 NONE PUBLIC CHARITY AFTERSCHOOL MUSIC PROGRAM 65000 ZINNIA MONTESSORI SCHOOL INC DBA BIRCH TREE MONTESSORI SCHOOL 75 FOUNDATION AVE HAVERHILL MASSACHUSETTS MA 01835 NONE PUBLIC CHARITY GENERAL PURPOSE GRANT 10000 EARLY LEARNING COALITION OF BROWARD CO 1475 W CYPRESS CREEK RD SUITE 301 FORT LAUDERDALE FL 33309 NONE PUBLIC CHARITY BROWARD EARLY LEARNING ACADEMY FOOD FUND 12000 3087408 LET'S GROW KIDS 3 COURT STREET MIDDLEBURY VT 05753 NONE PUBLIC CHARITY LET'S GROW KIDS CAPITAL CAMPAIGN 833333 SPRINGFIELD AREA PARENT CHILD CENTER 6 MAIN STREET NORTH SPRINGFIELD VT 05150 NONE PUBLIC CHARITY REVIVING LEARNING TOGETHER PROGRAM AT SAPCC 50000 CITY OF LAUDERHILL 5581 WEST OAKLAND PARK BOULEVARD LAUDERHILL FL 33313 NONE GOVERNMENT CHARITY NEIGHBORHOOD HEALTH AND PROSPERITY HUB 80000 MUSEUM OF DISCOVERY AND SCIENCE INC 401 SW 2ND STREET FORT LAUDERDALE FL 33312 NONE PUBLIC CHARITY STRENGTHENING EARLY CHILDHOOD EDUCATION AT MODS 54883 LET'S GROW KIDS 19 MARBLE AVENUE SUITE 4 BURLINGTON VT 05401 NONE PUBLIC CHARITY CONTINUATION OF LET'S GROW KIDS CAPITAL CAMPAIGN 833333 CITY OF LAUDERHILL 5581 WEST OAKLAND PARK BOULEVARD LAUDERHILL FL 33313 NONE GOVERNMENT NEIGHBORHOOD HEALTH AND PROSPERITY HUB 80000 1931549 14 1289120 18 670689 0 1959809 0 1959809 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 29819 14910 14910 FILE CABINETS 1993-06-08 2158 1849 200DB 7.000000000000 0 0 MAHOGANY FILE UNIT 1995-05-08 3950 3950 200DB 7.000000000000 0 0 DESK CHAIRS 2006-02-27 2328 2328 200DB 7.000000000000 0 0 OIL PAINTING 2001-12-31 27000 0.000000000000 0 0 HP LASERJET PRINTER 2008-07-30 228 114 200DB 5.000000000000 0 0 OLYMPUS DIGITAL VOICE RECORDER 2008-09-16 137 68 200DB 5.000000000000 0 0 SHREDDER 2008-05-01 691 345 200DB 7.000000000000 0 0 CHAIR (ANITA) 2008-09-04 1232 616 200DB 7.000000000000 0 0 LAPTOP CASE, STAND, KEYBOARD 2008-09-23 230 115 200DB 7.000000000000 0 0 COMPUTER (FOR MONICA) 2011-06-01 460 200DB 7.000000000000 0 0 HP PAVILION COMPUTER AND BATTERY BACKUPS (MAM & KMP)) 2016-09-02 1300 650 200DB 5.000000000000 0 0 SOFTWARE 2022-10-27 7196 200DB 5.000000000000 7196 0 INVESTMENTS - CORPORATE BONDS 7366036 7336135 INVESTMENTS - CORPORATE STOCK 19428207 40089910 4915786 4962122 0 0 INVESTMENTS - EXCHANGE TRADED PRODUCTS AT COST 9490680 13130620 INVESTMENTS - BOND FUNDS AT COST 4195817 3524580 FILE CABINETS 2158 1849 309 MAHOGANY FILE UNIT 3950 3950 0 DESK CHAIRS 2328 2328 0 OIL PAINTING 27000 0 27000 HP LASERJET PRINTER 228 228 0 OLYMPUS DIGITAL VOICE RECORDER 137 137 0 SHREDDER 691 691 0 CHAIR (ANITA) 1232 1232 0 LAPTOP CASE, STAND, KEYBOARD 230 230 0 COMPUTER (FOR MONICA) 460 460 0 HP PAVILION COMPUTER AND BATTERY BACKUPS (MAM & KMP)) 1300 1300 0 SOFTWARE 7196 7196 0 LEGAL FEES 5985 2993 2993 DUE FROM BANK OF AMERICA/FRAUD 0 160000 160000 DUES & SUBSCRIPTIONS 8284 414 7870 EDUCATION 2451 0 2451 INSURANCE 20460 1023 19437 SUPPLIES 734 37 698 TELEPHONE 3137 157 2981 POSTAGE 839 42 797 OFFICE EXPENSE 3542 177 3364 INVESTMENT ADVISORY FEES 346360 346360 0 CONSULTANTS - STRATEGIC PLANNINGS 20000 0 20000 STATE FILING FEES 335 0 335 PAYROLL TAXES 31943 4791 27151 FEDERAL TAXES 15000 0 0