Henry Family Foundation

FOUNTAIN HILLS, AZ EIN: 02-0516848

Henry Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FOUNTAIN HILLS, AZ. IRS filing data is available from 2020 through 2023. In 2023, it awarded 18 grants totaling $245K. Net investment income was $13K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$245K

+27.0% YoY

Grant Count

18

-14.3% YoY

Avg Grant Size

$14K

+48.2% YoY

Under IRS private-foundation payout rules, Henry Family Foundation reported a distributable amount of $6K for 2023 — the minimum it must pay out in qualifying distributions.

About Henry Family Foundation

Based on IRS filings

Henry Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FOUNTAIN HILLS, AZ. IRS filing data is available from 2020 through 2023. In 2023, it awarded 18 grants totaling $245K. Net investment income was $13K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

10states
+2 more states

Cities

AndoverBostonDurhamFarmingtonFountain HillsGrand CanyonMesaNortonOjaiOrlandoPaoniaParadise ValleyPhoenixProvidenceSaratoga SpringsScottsdaleWallingford

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$69K$139K$208K$278K2020202120222023
Metric202320222021
Total Assets$237,752$410,978
Revenue$14,588$24,275$78,861
Expenses$252,340$197,709$217,829
Qualifying Distributions$251,076$194,716$212,844
Net Investment Income$13,324$22,112$74,623
Distributable Amount$5,670$14,964$28,580

Giving Over Time

Total grant dollars and number of grants per year

$0$61K$122K$183K$245K18 grants202021 grants202121 grants202218 grants2023

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2023

GRAND CANYON CONSERVANCY$100KFOUNTAIN HILLS THEATER$25KARIZONA MUSICFEST$25KSOUTHWEST WILDLIFE CONSE…$25KHARVARD BUSINESS SCHOOL$25KTHE THACHER SCHOOL$11KMISS PORTER'S SCHOOL$10KWHEATON COLLEGE$5KNORTHEASTERN UNIVERSITY$5KEXTENDED HANDS FOOD BANK$5K

Grant Size Distribution

78 grants across all recorded years

75<$50K$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include Grand Canyon Conservancy ($100,000), Fountain Hills Theater ($25,000), Arizona Musicfest ($25,000).

RecipientPurposeAmount
ART ODYSSEY ARIZONA INC PARADISE VALLEY, AZGENERAL$1,500
WHEATON COLLEGE NORTON, MAGENERAL$1,000
WHEATON COLLEGE NORTON, MASCHOLARSHIP FUND$5,000
MISS PORTER'S SCHOOL FARMINGTON, CTGENERAL$10,000
THE THACHER SCHOOL OJAI, CAGENERAL$11,000
PROCTOR ACADEMY ANDOVER, NHFINANCIAL AID GRANTS$1,500
NORTHEASTERN UNIVERSITY BOSTON, MANU EPSILON ZETA ALUMNI STEM FUND$5,000
DUKE UNIVERSITY DURHAM, NCLAW SCHOOL OF DUKE UNIVERSITY$1,000
SKIDMORE COLLEGE SARATOGA SPRINGS, NYGENERAL$1,000
FOUNTAIN HILLS THEATER FOUNTAIN HILLS, AZGENERAL$25,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

NameTitleHoursCompensation
ALLEN A HENRY IISECRETARY/TR2
SHEILA L HENRYPRESIDENT1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Henry Family Foundation?

Henry Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FOUNTAIN HILLS, AZ. It holds — in total assets as of 2023.

Where does Henry Family Foundation operate?

Henry Family Foundation has awarded grants in Arizona, California, Colorado, Connecticut, Florida, Massachusetts, North Carolina, New Hampshire, New York, Rhode Island.

What size grants does Henry Family Foundation award?

In 2023, Henry Family Foundation awarded 18 grants totaling $245K — an average of about $14K per grant, based on its IRS Form 990 filings.

How much is Henry Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Henry Family Foundation reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Henry Family Foundation's EIN?

Henry Family Foundation's EIN (Employer Identification Number) is 02-0516848. IRS Form 990 filing data is available on this page for 2020–2023.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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