The Joan C and David L Henle Foundation
The Joan C and David L Henle Foundation is a private foundation, based in Bronxville, NY. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $8.7M in total assets. In 2025, it awarded 1 grant totaling $342K. Net investment income was $263K.
Key facts about The Joan C and David L Henle Foundation
In short: The Joan C and David L Henle Foundation gave $342K across 1 grant in 2025 (avg $342K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 13-7103244
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $341,725
- Grants made (2025)
- 1
- Average grant
- $341,725
- Median grant
- $341,725
- Total assets
- $8,678,253
- Primary geography
- New York (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$8.7M
-1.5% YoY
Annual Giving
$342K
+12.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$342K
+12.4% YoY
Under IRS private-foundation payout rules, The Joan C and David L Henle Foundation reported a distributable amount of $714K for 2025 — the minimum it must pay out in qualifying distributions.
How The Joan C and David L Henle Foundation gives
- Giving fell 86% from 2022 to 2025. Method
- In 2025 it paid out 48% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $304K (2024) to $2.5M (2022). In 2025 it made 1 grant totaling $342K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $250–500K range: 3 grants of 5 (60%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Schedule Attached See Schedule Attached, NY | General Support | $341,725 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $8,678,253 | $8,806,068 | $5,559,314 |
| Revenue | $269,270 | $6,451,020 | $4,470,228 |
| Expenses | $398,346 | $352,319 | $1,323,969 |
| Qualifying Distributions | $344,425 | $306,700 | $1,318,780 |
| Net Investment Income | $263,092 | $2,718,601 | $2,162,142 |
| Distributable Amount | $714,281 | $502,735 | $310,594 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
The Joan C and David L Henle Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
David L. Henle
Trustee
Trustee & Part-Time → Trustee, 2023
On filings since 2021
1 hr/week
No compensation reported
Joan C. Henle
Trustee
Trustee & Part-Time → Trustee, 2023
On filings since 2021
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Joan C and David L Henle Foundation
How much does The Joan C and David L Henle Foundation give each year?
The Joan C and David L Henle Foundation gave $342K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $304K across 1 grant.
How large is The Joan C and David L Henle Foundation?
The Joan C and David L Henle Foundation reported $8.7M in total assets on its 2025 IRS Form 990-PF. It paid out $344K in qualifying distributions that year, against a required minimum of $714K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does The Joan C and David L Henle Foundation operate?
The Joan C and David L Henle Foundation has awarded grants in New York.
What is The Joan C and David L Henle Foundation's EIN?
The Joan C and David L Henle Foundation's EIN (Employer Identification Number) is 13-7103244. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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