Nonprofit · EIN 01-6143548
HENLEY FOUNDATION TR
Also known as BEANE FRANK E JR & ANDREA R TTEES
Tax-exempt · MATTHEWS, NC 28105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $35,795 | $14,179 | $21,616 | $133,913 | $0 | $133,913 |
| December 31, 2024 | 990-PF | $12,607 | $14,842 | -$2,235 | $112,297 | $0 | $112,297 |
| December 31, 2023 | 990-PF | $12,483 | $14,136 | -$1,653 | $114,532 | $0 | $114,532 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $2,189
- Interest
- $3,150
- Net gain from sales of assets
- $30,456
Expenses
- Grants and similar amounts paid
- $11,000
- Disbursements for charitable purposes
- $11,000
- Excise tax on investment income
- $30
Balance sheet and other
- Total assets, start of year
- $112,297
- Total assets, end of year
- $133,913
- Total liabilities, end of year
- $0
- Net assets, end of year
- $133,913
- Fair market value of assets
- $231,244
- Qualifying distributions
- $11,000
- Net investment income
- $5,339
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK E BEANE 829 DEER CROSSING DR 26, MATTHEWS, NC 28105 | TRUSTEE | 0 | $0 |
| ANDREA R BEANE 829 DEER CROSSING DR 26, MATTHEWS, NC 28105 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK E BEANE 829 DEER CROSSING DR 26, MATTHEWS, NC 28105 | TRUSTEE | 0 | $0 |
| ANDREA R BEANE 829 DEER CROSSING DR 26, MATTHEWS, NC 28105 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK E BEANE 829 PLANTATION CROSSING DR, MATTHEWS, NC 28105 | TRUSTEE | 0 | $0 |
| ANDREA R BEANE 829 PLANTATION CROSSING DR, MATTHEWS, NC 28105 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 829 DEER CROSSING DR APT 26, MATTHEWS, NC 28105-0027
- Signed the 990-PF
- FRANK E BEANE, TRUSTEE
- Phone
- (980) 262-4255
- Return prepared by
- DAVIES GOLDSTEIN & ASSOCIATES CPA'S
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 01-6143548
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $133,913
- Income (IRS master file)
- $108,908
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $35,795 | $14,179 | $133,913 | XML |
| 990-PF | December 2024 | $12,607 | $14,842 | $112,297 | XML |
| 990-PF | December 2023 | $12,483 | $14,136 | $114,532 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-6143548).
Questions about HENLEY FOUNDATION TR
- What is the EIN of HENLEY FOUNDATION TR?
- The employer identification number (EIN) of HENLEY FOUNDATION TR is 01-6143548.
- Is HENLEY FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to HENLEY FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HENLEY FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HENLEY FOUNDATION TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HENLEY FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of HENLEY FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does HENLEY FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $35,795, expenses of $14,179 and total assets of $133,913 at year end.
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All nonprofits in MATTHEWS · North Carolina · Philanthropy, voluntarism and grantmaking foundations