Joan C And David Henle Foundation

Bronxville, NY
Tax-exempt since March 1998
EIN: 13-7103244

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$269k (2025)

Expenses

$398k (2025)

Total Assets

$8.68M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2025

Revenue

$269,270

Expenses

$398,346

Net Income

-$129,076

Net Assets

$8,678,253

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$131,474	48.8%
Dividends	$137,313	51.0%
Sales of Assets	$0
Other Income	$483	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$344,425	86.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,678,253
Total Liabilities	$0
Net Assets	$8,678,253

Compensation

Key Employees and Officers	Compensation	Other
David L Henle (Trustee)	$0	$0
Joan C Henle (Trustee)	$0	$0

990-PF

Filed on Dec. 16, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2024

Revenue

$6,451,020

Expenses

$352,319

Net Income

$6,098,701

Net Assets

$8,806,068

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,726,800	57.8%
Interest Revenue	$11,597	0.2%
Dividends	$243,184	3.8%
Sales of Assets	$2,468,242	38.3%
Other Income	$1,197	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$306,700	87.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,806,068
Total Liabilities	$0
Net Assets	$8,806,068

Compensation

Key Employees and Officers	Compensation	Other
David L Henle (Trustee)	$0	$0
Joan C Henle (Trustee)	$0	$0

990-PF

Filed on Jan. 16, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Aug.
2023

Revenue

$4,470,228

Expenses

$1,323,969

Net Income

$3,146,259

Net Assets

$5,559,314

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,302,897	51.5%
Interest Revenue	$56,037	1.3%
Dividends	$92,741	2.1%
Sales of Assets	$2,018,553	45.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,318,780	99.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,559,314
Total Liabilities	$0
Net Assets	$5,559,314

Compensation

Key Employees and Officers	Compensation	Other
David L Henle (Trustee)	$0	$0
Joan C Henle (Trustee)	$0	$0

990-PF

Filed on April 22, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2022

Revenue

$1,308,779

Expenses

$2,548,968

Net Income

-$1,240,189

Net Assets

$4,254,064

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$696,950	53.3%
Interest Revenue	$11,310	0.9%
Dividends	$56,183	4.3%
Sales of Assets	$544,336	41.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,475,175	97.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,254,064
Total Liabilities	$0
Net Assets	$4,254,064

Compensation

Key Employees and Officers	Compensation	Other
David L Henle (Trustee/Part Time)	$0	$0
Joan C Henle (Trustee/Part Time)	$0	$0

990-PF

Filed on May 17, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2021

Revenue

$8,210,689

Expenses

$408,895

Net Income

$7,801,794

Net Assets

$6,150,792

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,838,574	46.8%
Interest Revenue	$402	0.0%
Dividends	$56,640	0.7%
Sales of Assets	$4,315,073	52.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$403,575	98.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,150,792
Total Liabilities	$0
Net Assets	$6,150,792

Compensation

Key Employees and Officers	Compensation	Other
David L Henle (Trustee/Part Time)	$0	$0
Joan C Henle (Trustee/Part Time)	$0	$0

990-PF

Filed on Jan. 18, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2020

Revenue

$62,988

Expenses

$175,028

Net Income

-$112,040

Net Assets

$1,979,188

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$510	0.8%
Dividends	$61,172	97.1%
Sales of Assets	$1,306	2.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,580	97.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,979,189
Total Liabilities	$1
Net Assets	$1,979,188

Compensation

Key Employees and Officers	Compensation	Other
David L Henle (Trustee/Part Time)	$0	$0
Joan C Henle (Trustee/Part Time)	$0	$0

990-PF

Filed on Dec. 11, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Aug.
2019

Revenue

$942,861

Expenses

$483,256

Net Income

$459,605

Net Assets

$2,091,229

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$943,147	> 100%
Interest Revenue	$3,400	0.4%
Dividends	$45,214	4.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$470,876	97.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,091,229
Total Liabilities	$0
Net Assets	$2,091,229

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Aug.
2015

Revenue

$304,976

Expenses

$209,549

Net Income

$95,427

Net Assets

$2,052,151

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,438	11.3%
Sales of Assets	$270,539	88.7%
Other Income	-$1

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,629	95.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,052,151
Total Liabilities	$0
Net Assets	$2,052,151

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2014

Revenue

$12,786

Expenses

$193,546

Net Income

-$180,760

Net Assets

$1,956,724

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,099	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$189,715	98.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,956,724
Total Liabilities	$0
Net Assets	$1,956,724

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2013

Revenue

$1,196,688

Expenses

$2,198,851

Net Income

-$1,002,163

Net Assets

$2,137,484

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,106,459	92.5%
Interest Revenue	$0
Dividends	$37,071	3.1%
Sales of Assets	$52,610	4.4%
Other Income	$548	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,185,528	99.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,137,484
Total Liabilities	$0
Net Assets	$2,137,484

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2012

Revenue

$1,342,977

Expenses

$226,273

Net Income

$1,116,704

Net Assets

$2,107,021

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000,000	74.5%
Interest Revenue	$0
Dividends	$37,559	2.8%
Sales of Assets	$305,418	22.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$220,288	97.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,107,021
Total Liabilities	$0
Net Assets	$2,107,021

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2011

Revenue

$489,507

Expenses

$412,307

Net Income

$77,200

Net Assets

$990,317

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,216	6.6%
Sales of Assets	$457,291	93.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$406,561	98.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$990,317
Total Liabilities	$0
Net Assets	$990,317

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Aug.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Updated January 26, 2026

Joan C And David Henle Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $269k (2025)

Expenses $398k (2025)

Total Assets $8.68M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Aug. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Aug. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Aug. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$269k (2025)

Expenses

$398k (2025)

Total Assets

$8.68M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Aug.
2025

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005

Fiscal Year Ending Aug.
2004

Fiscal Year Ending Aug.
2003

Fiscal Year Ending Aug.
2002

Fiscal Year Ending Aug.
2001