2024-04-04T15:27:21-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 263374824 The Henkes Foundation % Foundation Source HENK 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JOSPEH HENKES PRESIDENT 8008391754 2024-03-23 true JOSPEH HENKES 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 222551 X 20000 3568 3568 3736 3736 20 289 20 27324 7324 0 684 684 145 5525 5525 6354 684 5525 15350 15350 21704 684 20875 5620 6640 72338 74616 74616 123936 127278 147935 196274 201894 222551 0 0 X 196274 201894 196274 201894 196274 201894 196274 5620 201894 201894 Publicly-traded Securities 289 269 20 20 20 92 92 92 100 0 100 8 8 false false false false false false false true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Joseph P Henkes Foundation Source 501 Silverside Rd Wilmington DE 198091377 Pres, Dir, Sec 1.0 0 0 0 Marsha S Henkes Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 137908 75782 0 213690 0 213690 3205 210485 10524 10524 92 92 10432 10432 10432 20875 0 0 0 0 20875 10432 2021 2020 2019 1412 11322 12734 20875 10432 10443 23177 0 20000 3177 0 3177 Joseph P Henkes Marsha S Henkes X ALLIANCE DEFENDING FREEDOM 15100 N 90TH ST SCOTTSDALE AZ 85260 N/A PC General & Unrestricted 250 AMERICAN CENTER FOR LAW AND JUSTICE INC PO BOX 90555 WASHINGTON DC 20090 N/A PC General & Unrestricted 250 AMERICAN STUDIO 5114 POINT FOSDICK DR STE F 3001 GIG HARBOR WA 98335 N/A PC General & Unrestricted 250 AMERICAN TRANSPARENCY 3 GRANT SQ 355 HINSDALE IL 60521 N/A PC General & Unrestricted 250 ARIZONA CHRISTIAN UNIVERSITY 1 W FIRESTORM WAY GLENDALE AZ 85306 N/A PC Cultural Research Center fund 250 BILLY GRAHAM EVANGELISTIC ASSOCIATION 1 BILLY GRAHAM PKWY CHARLOTTE NC 28201 N/A PC General & Unrestricted 250 C S LEWIS INSTITUTE INC 8001 BRADDOCK RD STE 301 SPRINGFIELD VA 22151 N/A PC General & Unrestricted 250 CHILDRENS HEALTH DEFENSE 852 FRANKLIN AVE STE 511 FRANKLIN LAKES NJ 07417 N/A PC General & Unrestricted 250 CITY OF HOPE NATIONAL MEDICAL CENTER 1500 DUARTE RD DUARTE CA 91010 N/A PC General & Unrestricted 250 CLAREMONT INSTITUTE FOR THE STUDY OF STATESMANSHIP 1317 W FOOTHILL BLVD STE 120 UPLAND CA 91786 N/A PC General & Unrestricted 250 DAILY CALLER NEWS FOUNDATION 1775 EYE ST NW STE 1150-290 WASHINGTON DC 20006 N/A PC General & Unrestricted 250 DISCOVERY INSTITUTE 208 COLUMBIA ST SEATTLE WA 98104 N/A PC General & Unrestricted 250 ENVIRONMENTAL WORKING GROUP 1250 I ST NW STE 1000 WASHINGTON DC 20005 N/A PC General & Unrestricted 200 FIRST PRESBYTERIAN CHURCH FULLERTON 838 N EUCLID ST FULLERTON CA 92832 N/A PC Deacons' Fund 500 FIRST PRESBYTERIAN CHURCH FULLERTON 838 N EUCLID ST FULLERTON CA 92832 N/A PC General & Unrestricted 6500 FIRST PRESBYTERIAN CHURCH-ANAHEIM 310 W BROADWAY ANAHEIM CA 92805 N/A PC General & Unrestricted 500 FRONT LINE COVID 19 CRITICAL CARE ALLIANCE INC 2001 L ST NW 500 WASHINGTON DC 20036 N/A PC General & Unrestricted 100 HENRI NOUWEN SOCIETY PO BOX 220522 SAINT LOUIS MO 63122 N/A PC General & Unrestricted 250 HONEST REPORTING COM INC PO BOX 23858 NEW YORK NY 10087 N/A PC General & Unrestricted 100 JUDICIAL WATCH INC 425 3RD ST SW STE 800 WASHINGTON DC 20024 N/A PC General & Unrestricted 500 LIFE OUTREACH INTERNATIONAL ASSOCIATION OF CHURCHE PO BOX 982000 FT WORTH TX 76182 N/A PC General & Unrestricted 250 MEDIA RESEARCH CENTER INC 2340 DULLES CORNER BLVD STE 1000 HERNDON VA 20171 N/A PC General & Unrestricted 250 NATIONAL VACCINE INFORMATION CENTER 21525 RIDGETOP CIR STE 100 STERLING VA 20166 N/A PC General & Unrestricted 250 NEXTBOOK INC 37 WEST 28 ST 8TH FL NEW YORK NY 10001 N/A PC General & Unrestricted 250 PACIFIC LEGAL FOUNDATION 555 CAPITOL MALL STE 1290 SACRAMENTO CA 95814 N/A PC General & Unrestricted 250 SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 N/A PC General & Unrestricted 250 SANTA FE ANIMAL SHELTER INC 100 CAJA DEL RIO SANTA FE NM 87507 N/A PC General & Unrestricted 500 STAND TO REASON 1438 E 33RD ST SIGNAL HILL CA 90755 N/A PC General & Unrestricted 250 SUNRISE ROTARY CHARITABLE FOUNDATION PO BOX 5351 FULLERTON CA 92838 N/A PC General & Unrestricted 250 THE AMERICAN FRIENDS OF THE GWPF INC PO BOX 186 NORTH LAKE WI 53064 N/A PC General & Unrestricted 250 THE GOSPEL COALITION INC 2204 BARNETT DR CEDAR PARK TX 78613 N/A PC General & Unrestricted 200 TRAUMA INTERVENTION PROGRAMS INC 13217 JAMBOREE RD 190 TUSTIN CA 92782 N/A PC General & Unrestricted 500 VETERANS OF FOREIGN WARS FOUNDATION 406 W 34TH ST KANSAS CITY MO 64111 N/A PC General & Unrestricted 250 15350 14 3568 14 3736 18 20 7324 7324 false false false false false false false false false false X X 1 Henkes Joseph P via ira 2109 Las Lanas Lane Fullerton CA 92833 20000 X Form 990-PF, Part XII, Line 7 Form 990-PF, Part XII, Line 7 Form 990-PF, Part XII, Line 7 - Election to Treat Unused Prior Year Corpus Distributions as Current Year Corpus Distributions Pursuant to Treasury Regulations Section 53.4942(a)-3(c)(2)(iv), The Henkes Foundation hereby elects to treat, as a current distribution out of corpus, the following unused prior year's distributions that were treated as corpus distributions under Treasury Regulations Section 53.4942(a)-3(d)(1)(iii) in such prior tax years: Tax Year: [2021] Amount: $[1,412] Tax Year: [2022] Amount: $[11,322] By: Title: Amount Treated as Distributions out of Corpus to Satisfy Section 170(b)(1)(F)(ii) The Henkes Foundation (the "Foundation") hereby elects to satisfy the requirements of Internal Revenue Code ("Code") Section 170(b)(1)(F)(ii) in respect of contributions of $20,000 of cash received in the taxable year ending December 31, 2023 (the "Conduit Election Year"). To satisfy the requirements of Code Section 170(b)(1)(F)(ii), a private non-operating foundation must: (A) by the end of the Conduit Election Year, distribute any undistributed income from the year immediately preceding the Conduit Election Year; (B) distribute, in the absence of an election under Code Section 4942(h)(2), any undistributed income from the Conduit Election Year by the end of the Conduit Election Year; and (C) make qualifying distributions treated as distributions out of corpus by no later than the 15th day of the third month of the taxable year following the Conduit Election Year in an amount equal to 100 percent of the contributions received by such foundation in the Conduit Election Year. A. Satisfaction of Minimum Distribution Requirement for the Conduit Election Year. As reported on Part XII, Line 2, column (c), the undistributed income for the year immediately preceding the Conduit Election Year is $0. In other words, the Foundation had no undistributed income for 2022. B. Timely Satisfaction of Minimum Distribution Requirement for the Taxable Year following the Conduit Election Year. As reported on Part XII, Line 6f, column (d), the undistributed income for the Conduit Election Year is $0. In other words, the Foundation had no undistributed income for 2023. C. Sufficient Timely Qualified Distributions Made Out of Corpus. To satisfy the requirements of Internal Revenue Code Section 170(b)(1)(F)(ii), the Foundation had until March 15, 2024, the 15th day of the third month of the taxable year following the Conduit Election Year, to make distributions out of corpus in an amount equal to 100 percent of the contributions received by it in the Conduit Election Year, $20,000. 1. As reported on Part XII, Line 4, the Foundation made 2023 qualifying distributions of $20,875, of which $10,432 was applied to the 2023 distributable amount, as reflected on Part XII, Line 4d, column (d), leaving a remainder of $10,443 distributed out of corpus (the "Remaining 2023 Corpus Distribution"), as reflected on Part XII, Line 4e, column (a) ($20,875-$10,432). 2. As reported on Part XII, Line 7, the Foundation is treating $20,000 ($7,266 of the Remaining 2023 Corpus Distribution + $12,734, its total unused prior year's corpus distributions) as a current distribution out of corpus in full satisfaction of the requirements of Code Section 170(b)(1)(F)(ii) in respect of the Conduit Election Year. The Foundation has attached the necessary election, pursuant to Treasury Regulations Section 53.4942(a)-3(c)(2)(iv), to treat $12,734, its total unused prior year's corpus distributions, as a current distribution out of corpus. ISHARE SP SMALL CAP 600 INDEX 2895 4438 ISHARES CORE MSCI EAFE ETF 15975 19065 ISHARES CORE MSCI EMERGING MAR 2061 2023 ISHARES TRUST RUSSELL 1000 GRO 14848 25769 ISHARES TRUST RUSSELL 1000 VAL 17767 23631 ISHARESLEHMAN 7-10YR 359 386 SPDR BLOOMBERG BARCLAYS HYB ET 13030 11557 VANGUARD GLOBAL EX-US REAL EST 2497 2044 VANGUARD INT TRM BD 19209 19095 VANGUARD SF REIT ETF 2144 2209 VANGUARD SMALL-CAP VALUE ETF 1608 2520 VANGUARD ST BOND ETF 34885 35198 Administrative Fees 5500 5500 State or Local Filing Fees 25 25 Investment Management Services 684 684 990-PF Estimated Tax for 2023 100 990-PF Excise Tax for 2022 45