Nonprofit · EIN 13-7103244
JOAN C AND DAVID HENLE FOUNDATION
Tax-exempt · BRONXVILLE, NY 10708
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $269,270 | $398,346 | -$129,076 | $8,678,253 | $0 | $8,678,253 |
| August 31, 2024 | 990-PF | $6,451,020 | $352,319 | $6,098,701 | $8,806,068 | $0 | $8,806,068 |
| August 31, 2023 | 990-PF | $4,470,228 | $1,323,969 | $3,146,259 | $5,559,314 | $0 | $5,559,314 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $137,313
- Interest
- $131,474
- Other income
- $483
Expenses
- Grants and similar amounts paid
- $341,725
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $344,425
- Excise tax on investment income
- $3,657
Balance sheet and other
- Total assets, start of year
- $8,806,068
- Total assets, end of year
- $8,678,253
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,678,253
- Fair market value of assets
- $15,713,609
- Qualifying distributions
- $344,425
- Net investment income
- $269,270
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID L HENLE 33 DUSENBERRY ROAD, BRONXVILLE, NY 10708 | TRUSTEE | 1 | $0 |
| JOAN C HENLE 33 DUSENBERRY ROAD, BRONXVILLE, NY 10708 | TRUSTEE | 1 | $0 |
990-PF for the year ended August 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID L HENLE 33 DUSENBERRY ROAD, BRONXVILLE, NY 10708 | TRUSTEE | 1 | $0 |
| JOAN C HENLE 33 DUSENBERRY ROAD, BRONXVILLE, NY 10708 | TRUSTEE | 1 | $0 |
990-PF for the year ended August 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID L HENLE 33 DUSENBERRY ROAD, BRONXVILLE, NY 10708 | TRUSTEE | 1 | $0 |
| JOAN C HENLE 33 DUSENBERRY ROAD, BRONXVILLE, NY 10708 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 33 DUSENBERRY RD, BRONXVILLE, NY 10708-2403
- In care of
- % DAVID & JOAN HENLE
- Signed the 990-PF
- DAVID L HENLE, TRUSTEE
- Phone
- (212) 773-3000
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 13-7103244
- 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
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20J)
- Assets (IRS master file)
- $8,678,253
- Income (IRS master file)
- $269,270
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $269,270 | $398,346 | $8,678,253 | XML |
| 990-PF | August 2024 | $6,451,020 | $352,319 | $8,806,068 | XML |
| 990-PF | August 2023 | $4,470,228 | $1,323,969 | $5,559,314 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | 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 13-7103244).
Questions about JOAN C AND DAVID HENLE FOUNDATION
- What is the EIN of JOAN C AND DAVID HENLE FOUNDATION?
- The employer identification number (EIN) of JOAN C AND DAVID HENLE FOUNDATION is 13-7103244.
- Is JOAN C AND DAVID HENLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to JOAN C AND DAVID HENLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOAN C AND DAVID HENLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOAN C AND DAVID HENLE FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOAN C AND DAVID HENLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of JOAN C AND DAVID HENLE FOUNDATION?
- The 990-PF for the year ended August 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does JOAN C AND DAVID HENLE FOUNDATION have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $269,270, expenses of $398,346 and total assets of $8,678,253 at year end.
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