2024-11-15T11:10:41-06:00 2024-06-30 043138777 PKF JND PC 400 Crown Colony Drive Suite 102 Quincy MA 02169 990PF 2023-07-01 043140238 The Stephen JHendrickson FoundationInc c/o SJ Hendrickson STEP 9787665901 One Charles Street South PH2A Boston MA 02116 Stephen J Hendrickson President 9787665901 2024-11-11 1 0 Robert V Dandrow P00294799 6174220007 2024-11-11 2023 2024-10-15 13:58:12Z X X 15971918 X X 45268 45268 303943 303943 379330 906779 379330 106 106 728647 728647 0 0 0 6000 0 6000 55897 55897 0 5520 5351 0 73127 72819 309 140544 134067 6309 2113690 1235708 2254234 134067 1242017 -1525587 594580 25025 279240 279240 557034 1170893 1170893 7496359 10434097 14518730 4173443 3055 3055 12251861 11887285 15971918 877982 0 877982 X 12251861 11009303 12251861 11009303 12251861 11887285 12251861 -1525587 586292 11312566 303263 11009303 Publicly Traded Securities 791097 -113799 -113799 Capital Gain Dividends P 115682 115682 115682 FPA Hawkeye K-1 P -92049 -92049 FPA Hawkeye K-1 P 469496 469496 379330 8265 0 8265 0 8265 4139 0 0 0 8265 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 MA 1 0 0 0 0 1 N/A Stephen J Hendrickson 9787665901 8 Ocean Drive Jupiter FL 33469 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Stephen J Hendrickson 8 Ocean Drive Jupiter FL 33469 Pres/Treas/Dir. 8.00 0 0 0 David L McCord 8 Ocean Drive Jupiter FL 33469 CLerk & Director 0.50 0 0 0 Jonathan P Hendrickson 75 Fort Washington Ave Apt 21A New York NY 10032 Director (eff. 7.10.23) 0.25 0 0 0 G Timothy Johnson MD 4161 US HWY 1 South Unit J2 Jupiter FL 33477 Director 0.25 0 0 0 Jamie L Schroeder 14870 N 60th Avenue East Collinsville OK 74021 Director (eff. 7.10.23) 0.25 0 0 0 NONE 0 NONE 0 0 14875962 317353 0 15193315 0 0 15193315 227900 14965415 748271 748271 8265 8265 740006 0 740006 0 740006 1242017 0 1242017 740006 0 0 128099 15886 143985 1242017 0 0 0 740006 502011 0 0 645996 0 0 0 0 0 0 0 645996 128099 15886 502011 Stephen J Hendrickson X Bethel African Methodist Episcopal Church 40 Walk Hill ST Jamaica Plain MA 02130 PC General support 126623 Cathedral Church of St Paul 2 Cherry ST Burlington VT 05401 PC General support 5000 El Sol Jupiter's Neighborhood Resource Center 106 Military Trail Jupiter FL 33458 PC General support 10000 Episcopal Church of the Good Shepherd 400 Seabrook Road Tequesta FL 33469 PC General support 37066 Foundation for National Progress 222 Sutter ST Suite 600 San Francisco CA 94108 PC General support 108914 Greenleaf Christian Church 2110 N William Street Goldsboro NC 27530 PC General support 25000 Hadwen Park Congregational Church 6 Clover Street Worcester MA 01603 PC LGBT Asylum Task Force ministry and general support 196000 Hannah's Home of South Florida PO Box 4512 Tequesta FL 33469 PC General support 5000 Mbarara Rise Foundation Plot 47/49 Akiiki Nyabongo RD MBADIFA Bkdg Mbarara UG General support and other programs including employment skills training are funded under an expenditure responsibility agreement with the grantee organization that includes receiving full and complete reports confirming how the funds were spent. 30600 Radio Workshop US Inc 1202 Lexington Ave Suite 170 New York NY 10028 PC General support 50000 Sherrill House Inc 135 S Huntington Ave Boston MA 02130 PC General support and the dialysis den project 101499 The Christian Century 104 S Michigan Avenue Suite 1100 Chicago IL 60603 PC General support 45000 Treasure Coast Youth Symphony 901 SE Johnson Avenue Stuart FL 34994 PC General support 5000 Trinity Church 206 Clarendon Street Boston MA 02116 PC General support and Trinity Boston Connects 159826 YMCA of Metro North 10 Centennial DR Suite 105 Peabody MA 01960 PC General support, Rooftop Garden construction project, Music and Performance Arts Studio and acquisition of adjacent land and building 330180 1235708 Hadwen Park Congregational Church 6 Clover Street Worcester MA 01603 PC LGBT Asylum Task Force ministry and general support 30500 Trinity Church 206 Clarendon Street Boston MA 02116 PC General support and Trinity Boston Connects 155482 YMCA of Metro North 10 Centennial DR Suite 105 Peabody MA 01960 PC General support, Rooftop Garden construction project, Music and Performance Arts Studio and acquisition of adjacent land and building 692000 877982 14 45268 14 303943 14 106 900099 1174 18 378156 1174 727473 0 728647 0 0 0 0 0 0 0 0 0 0 Accounting Fees 6000 0 6000 Amended Form 990-PF Form 990-PF, Page 1, Item G: Deleted X in the box which indicated the Foundation's address had changed from the previous filing. The address had not changed.Form 990-PF, Part VII, Line 1a, Information about Officers and Directors: For David L. McCord's address, the state and zip code were corrected. Alphabet Inc. Cap Stock CL C 128553 381514 Ashtead Group PLC 70217 89124 Berkshire Hathaway Inc. Cl B 50922 178992 Brown Forman Corp. 50924 38393 Comcast Corp CL A 50619 43076 Compagnie Financiere Richemont SA 97728 206847 Dodge & Cox International Stock Fund 977697 1407831 Fidelity 500 Index Fund 1223913 3633747 FPA Crescent Fund Ser 1 1951349 2091200 GQG Partners Emerging Mkts Eq Fund 700000 771413 Harbor Diversified Intl All CAP fund 800000 857509 Heineken Holding NV 107508 133380 JP Morgan Chase 37085 78881 Martin Marietta Materials 28634 73143 Mastercard Inc Cl A 49397 92644 Nestle SA-Spons ADR 137573 157773 Netflix Inc Com 70993 199090 Pernod Ricard 91041 97728 Phillip Morris International Inc. 94133 127169 Vanguard Energy Fund 1100000 1084260 Door Dash 100371 94530 Uber Technologies Inc. 15440 26165 Vanguard Extended Market Index Fund 500000 525614 Fidelity China Region Fund 1000000 1115742 Neuberger Berman Long Short Fund 1000000 1012965 FPA Hawkeye Fund, LP (Investment P'ship) FMV 3055 3055 Change in Unrealized Gain - FPA Hawkeye 303263 Filing Fees 309 0 309 Foreign Fees 34 34 0 FPA Hawkeye K1 Portfolio & Other Deductions 63067 63068 0 FPA Hawkeye K1 Investment Interest Expense 9717 9717 0 FPA Hawkeye K-1: Ordinary T/B income 106 106 106 Change in Unrealized Gain - Drake Capital 77334 FYE 6.30.24 Contributions made with stock - FMV exceeded carrying basis by: 508958 Investment Fees 55897 55897 0 Foreign Taxes 5351 5351 0 Federal 990-PF Excise tax 169 0 0