BRUCE J HEIM FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE J HEIM FOUNDATION (EIN 13-3389060)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202421349349103962
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T15:23:39-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 720440297 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALCOLM M DIENES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 611 N CAUSEWAY BLVD | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 700015341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133389060 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRUCE J HEIM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRUC | BusinessNameControlTxt |
| Phone | 5043210040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3525 N CAUSEWAY BLVD 605 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA H PAILET | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5043210040 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARBARA | PersonFirstNm |
| Person Last | PAILET | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | D TROY BOUCHER CPA | PreparerPersonNm |
| PTIN | P00323119 | PTIN |
| Phone | 5045889288 | PhoneNum |
| Preparation | 2024-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,196,804 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8,488 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,488 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $8,488 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $25,521 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,521 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $25,521 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $136,791 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,073,236 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $136,791 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $178 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $178 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $178 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $171,178 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $170,978 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $34,187 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $73,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,192 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $57,408 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,950 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,355 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,178 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $4,177 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $14,605 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,213 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,392 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $906 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $199 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $707 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44,584 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,808 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,777 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $141,550 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,140 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $110,411 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,990 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,990 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $215,540 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,140 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $184,401 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$44,362 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $139,838 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $34,187 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,154 | CashBOYAmt |
| Cash EOY | $1,820 | CashEOYAmt |
| Cash EOYFMV | $1,820 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $598,514 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $132,593 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $132,593 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,280 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,868 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,868 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,897,563 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,271,716 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,052,375 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $3,000 | LandBOYAmt |
| Land EOY | $3,000 | LandEOYAmt |
| Land EOYFMV | $3,000 | LandEOYFMVAmt |
| Other Assets BOY | $1,148 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,148 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,148 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,517,659 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,416,145 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,196,804 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $598 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $598 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $598 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $598 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,244,596 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,244,596 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$727,535 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$829,049 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,517,061 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,415,547 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,517,659 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,416,145 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,517,061 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$44,362 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,472,699 | SubtotalAmt |
| Other Decreases | $57,152 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,415,547 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMAZON COM INC | P | 2022-10-17 | 2023-01-23 | $14,553 | $17,042 | -$2,489 | -$2,489 |
| CHEMED CORP | P | 2022-04-21 | 2023-03-13 | $5,548 | $5,629 | -$81 | -$81 |
| CHEVRON CORP | P | 2022-08-23 | 2023-02-23 | $55,380 | $56,924 | -$1,544 | -$1,544 |
| CONS DISCRET SEL SECT SPDR FD | P | 2023-02-23 | 2023-10-27 | $31,788 | $30,487 | $1,301 | $1,301 |
| ENERGY SEL SECT SPDR FD | P | 2022-10-17 | 2023-02-23 | $40,735 | $39,109 | $1,626 | $1,626 |
| FIRST TRUST DORSEY WRIGHT FD | P | 2023-02-23 | 2023-10-26 | $26,691 | $30,469 | -$3,778 | -$3,778 |
| INVESCO QQQ TRUST SERIES 1 | P | 2022-10-17 | 2023-02-10 | $1,804 | $1,619 | $185 | $185 |
| ISHARES CORE MSCI EMERGING | P | 2023-01-23 | 2023-10-27 | $11,543 | $12,830 | -$1,287 | -$1,287 |
| ISHARES EDGE MSCI MIN VOL | P | 2023-02-10 | 2023-10-27 | $54,333 | $55,846 | -$1,513 | -$1,513 |
| ISHARES MSCI SOUTH KOREA | P | 2023-01-23 | 2023-10-27 | $26,588 | $30,837 | -$4,249 | -$4,249 |
| ISHARES RUSSELL TOP 200 G | P | 2022-10-17 | 2023-03-13 | $3,704 | $3,521 | $183 | $183 |
| ISHARES RUSSELL 2000 VALUE | P | 2023-02-10 | 2023-04-25 | $19,529 | $22,126 | -$2,597 | -$2,597 |
| MICROSOFT CORP | P | 2022-10-17 | 2023-01-23 | $49,683 | $55,896 | -$6,213 | -$6,213 |
| NVIDIA CORP | P | 2022-10-17 | 2023-03-13 | $20,007 | $10,242 | $9,765 | $9,765 |
| REAL ESTATE SELECT SECT | P | 2022-10-17 | 2023-02-23 | $43,053 | $39,120 | $3,933 | $3,933 |
| RPAR RISK PARITY | P | 2023-04-25 | 2023-10-27 | $25,772 | $29,971 | -$4,199 | -$4,199 |
| SPDR S & P GLOBAL DIVIDEND | P | 2023-04-25 | 2023-10-27 | $13,127 | $14,867 | -$1,740 | -$1,740 |
| T MOBILE US INC | P | 2022-08-12 | 2023-03-13 | $4,909 | $5,090 | -$181 | -$181 |
| THE FINANCIAL SEL SECT SPDR FD | P | 2023-02-23 | 2023-04-25 | $28,244 | $30,469 | -$2,225 | -$2,225 |
| UNIVERSAL HEALTH SERVICES | P | 2023-02-23 | 2023-10-26 | $25,962 | $30,376 | -$4,414 | -$4,414 |
| WISDOMTREE CHINA EX-ST | P | 2023-02-10 | 2023-10-27 | $4,522 | $5,914 | -$1,392 | -$1,392 |
| ALPHABET INC | P | 2015-12-17 | 2023-02-10 | $50,287 | $20,452 | $29,835 | $29,835 |
| AMAZON COM INC | P | 2018-10-16 | 2023-01-23 | $27,166 | $14,509 | $12,657 | $12,657 |
| APPLE INC | P | 2017-01-31 | 2023-03-13 | $33,572 | $7,154 | $26,418 | $26,418 |
| BROADCOM INC | P | 2019-12-23 | 2023-03-13 | $43,944 | $16,438 | $27,506 | $27,506 |
| INVESCO QQQ TRUST SERIES 1 | P | 2021-10-13 | 2023-02-10 | $21,048 | $25,143 | -$4,095 | -$4,095 |
| INVESCO S&P 500 EQUAL | P | 2021-03-18 | 2023-03-13 | $21,132 | $21,418 | -$286 | -$286 |
| ISHARES RUSSELL TOP 200 G | P | 2017-05-16 | 2023-02-10 | $14,818 | $7,150 | $7,668 | $7,668 |
| NEXTERA ENERGY INC | P | 2018-03-26 | 2023-02-23 | $45,099 | $24,959 | $20,140 | $20,140 |
| UNITED HEALTH GP | P | 2017-05-16 | 2023-02-23 | $45,859 | $15,020 | $30,839 | $30,839 |
| NATIONAL INSTRUMENTS CORP | P | 2022-08-12 | 2023-08-03 | $21,407 | $15,086 | $6,321 | $6,321 |
| BROOKS AUTOMATION INC | P | 2021-10-04 | 2023-05-12 | $30,574 | $67,796 | -$37,222 | -$37,222 |
| QIDELORTHO CORP | P | 2021-01-07 | 2023-10-24 | $23,126 | $63,533 | -$40,407 | -$40,407 |
| FACTSET RESEARCH SYSTEMS | P | 2021-07-01 | 2023-01-06 | $7,625 | $6,440 | $1,185 | $1,185 |
| IDEXX LABS | P | 2015-07-02 | 2023-07-31 | $39,912 | $5,022 | $34,890 | $34,890 |
| ILLUMINA INC | P | 2017-10-10 | 2023-10-24 | $24,055 | $34,849 | -$10,794 | -$10,794 |
| MANHATTAN ASSOC | P | 2016-02-23 | 2023-06-14 | $31,527 | $9,883 | $21,644 | $21,644 |
| MEDPACE HLDGS | P | 2021-01-15 | 2023-10-24 | $19,570 | $10,329 | $9,241 | $9,241 |
| NATIONAL INSTRUMENTS CORP | P | 2022-05-04 | 2023-08-04 | $64,868 | $42,880 | $21,988 | $21,988 |
| CAPITAL GAINS DIVIDENDS | P | $172 | $172 | $172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $136,791 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$14,588 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,944 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,944 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,944 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,720 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,776 | OverpaymentAmt |
| Applied To ES Tax | $2,776 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BRUCEJHEIMFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BARBARA H PAILET | IndividualWithBooksNm |
| Phone | 5043210040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3525 N CAUSEWAY BLVD STE 605 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS C HUTTON ESQ | ||||||||
| 39 HOMESDALE ROAD | BRONXVILLE | NY | 10708 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BARBARA H PAILET | ||||||||
| 3525 N CAUSEWAY BLVD STE 605 | METAIRIE | LA | 70002 | TRUSTEE | 35.00 | $70,000 | $0 | $0 |
| JAMES A CUNNINGHAM | ||||||||
| 3905 CHIPPENHAM RD | DURHAM | NC | 27707 | TRUSTEE | 1.00 | $1,200 | $0 | $0 |
| SASHA PAILET KOFF | ||||||||
| 13 RUMSON ROAD | LIVINGSTON | NJ | 07039 | TRUSTEE | 1.00 | $1,200 | $0 | $0 |
| CARRIE PAILET KANTER | ||||||||
| 215 W BROOKS STREET | NEW ORLEANS | LA | 70124 | TRUSTEE | 1.00 | $1,200 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,879,903 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,987 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,886,890 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,886,890 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,303 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,828,587 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $191,429 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $191,429 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,944 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,944 | TotalTaxAmt |
| Distributable Before Adj | $189,485 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $189,485 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $189,485 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $184,401 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $184,401 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $189,485 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $26,101 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $26,101 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $184,401 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $184,401 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,084 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,084 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $21,017 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,017 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $21,017 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE BRUCE J HEIM FOUNDATION CO BARB | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3525 N CAUSEWAY BLVD STE 605 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5043210040 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION FOR GRANTS SHOULD BE SUBMITTED IN THE FORM OF A LETTER ADDRESSED TO THE BOARD OF THE FOUNDATIONS. THE LETTER MUST INCLUDE: 1. THE AMOUNT OF GRANT REQUESTED 2. A STATEMENT OF HOW THE GRANT WILL BE USED 3. A STATEMENT OF THE BENEFITS TO BE DERIVED FROM SUCH A GRANT 4. A STATEMENT OF NEED, AND 5. A STATEMENT VERIFYING THE APPLICANT'S 501(C) STATUS OTHER DOCUMENTS, SUCH AS A BRIEF HISTORY OF THE APPLICANT'S ORGANIZATION, STATISTICAL INFORMATION, ETC. MAY BE SUBMITTED WITH THE REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACADEMY FOR TEACHERS INC | ||||||
| 10 WEST 90TH ST 9 | NEW YORK | NY | 10024 | NONE | PROGRAM SUPPORT | $1,000 |
| ASU FOUNDATION | ||||||
| P O BOX 32045 | BOONE | NC | 28608 | NONE | PROGRAM SUPPORT | $2,500 |
| BIG BROTHERS BIG SISTERS OF CHICAGO | ||||||
| 560 W LAKE STREET | CHICAGO | IL | 60661 | NONE | PROGRAM SUPPORT | $1,000 |
| BIOMEDICAL RESEARCH FDN NW LA | ||||||
| 2031 KINGS HIGHWAY | SHREVEPORT | LA | 71103 | NONE | SCHOLARSHIP SUPPORT | $2,030 |
| CANINE COMPANIONS FOR INDEPENDENCE | ||||||
| 7710 LAS COLINAS RIDGE | IRVING | TX | 75063 | NONE | PROGRAM SUPPORT | $1,000 |
| 518 ELEVATED | ||||||
| 1218 CENTRAL AVENUE STE 203 | ALBANY | NY | 12205 | NONE | PROGRAM SUPPORT | $1,400 |
| CHANGING PERSPECTIVES | ||||||
| P O BOX 694 | BRADFORD | VT | 05033 | NONE | PROGRAM SUPPORT | $1,500 |
| COLLEGE VISIONS | ||||||
| 131 WASHINGTON ST STE 205 | PROVIDENCE | RI | 02903 | NONE | PROGRAM SUPPORT | $1,000 |
| DESIGN CONNECT CREATE | ||||||
| 8150 N CENTRAL EXPY STE 1200 | DALLAS | TX | 75206 | NONE | PROGRAM SUPPORT | $2,000 |
| FIRST LOUISIANA-MISSISSIPPI INC | ||||||
| PO BOX 1661 | METAIRIE | LA | 70004 | NONE | PROGRAM SUPPORT | $8,650 |
| GREATER NO SCIENCE & ENG FAIR TULANE UNIVERSITY | ||||||
| 201 LINDY BOGGS STE 201 | NEW ORLEANS | LA | 70118 | NONE | PROGRAM SUPPORT | $500 |
| GREATER NO STEM INITIATIVE UNO | ||||||
| 2000 LAKESHORE DR | NEW ORLEANS | LA | 70148 | NONE | PROGRAM SUPPORT | $1,690 |
| HARPER COLLEGE EDU FOUNDATION | ||||||
| 1200 WEST ALGONQUIN ROAD | PALATINE | IL | 60067 | NONE | SCHOLARSHIP SUPPORT | $1,000 |
| JEFFERSON DOLLARS FOR SCHOLARS | ||||||
| PO BOX 6526 | METAIRIE | LA | 70009 | NONE | SCHOLARSHIP SUPPORT | $2,800 |
| JEWISH HOME LIFECARE MANHATTAN | ||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | NONE | SCHOLARSHIP SUPPORT | $1,500 |
| KENTUCKY ASSOC FOR ACADEMIC COMPETITION | ||||||
| 113 CONSUMER LANE | FRANKFORT | KY | 40601 | NONE | PROGRAM SUPPORT | $4,050 |
| KLEIN MEMORIAL AUDITORIUM FOUNDATION INC | ||||||
| 910 FAIRFIELD AVE | BRIDGEPORT | CT | 06605 | NONE | PROGRAM SUPPORT | $2,500 |
| LES DAMES D'ESCOFFIER INTERNATIONAL PALM SPRINGS | ||||||
| 1775 EAST PALM CANYON BOX 5048 | PALM SPRINGS | CA | 92263 | NONE | SCHOLARSHIP SUPPORT | $1,000 |
| LIVE OAK WILDERNESS CAMP | ||||||
| 1240 MOSS ST | NEW ORLEANS | LA | 70119 | NONE | PROGRAM SUPPORT | $2,500 |
| LOUISIANA YOUTH SEMINARS INC | ||||||
| PO BOX 14241 | BATON ROUGE | LA | 70898 | NONE | SCHOLARSHIP SUPPORT | $3,400 |
| MOSAIC YOUTH THEATRE OF DETROIT | ||||||
| 2251 ANTIETAM AVE | DETROIT | MI | 48207 | NONE | PROGRAM SUPPORT | $1,250 |
| NEW ORLEANS JEWISH DAY SCHOOL | ||||||
| 3747 W ESPLANADE AVE | METAIRIE | LA | 70002 | NONE | PROGRAM SUPPORT | $1,940 |
| NEW ORLEANS MUSEUM OF ART | ||||||
| PO BOX 19123 | NEW ORLEANS | LA | 70179 | NONE | PROGRAM SUPPORT | $2,000 |
| OCEAN DISCOVERY INSTITUTE | ||||||
| 4255 THORN ST | SAN DIEGO | CA | 92105 | NONE | PROGRAM SUPPORT | $2,000 |
| STAR KIDS SCHOLARSHIP PROGRAM | ||||||
| PO BOX 6214 | MIDDLETOWN | RI | 02842 | NONE | PROGRAM SUPPORT | $2,500 |
| STARTING RIGHT NOW INC | ||||||
| 1212 W CASS ST | TAMPA | FL | 33606 | NONE | PROGRAM SUPPORT | $2,000 |
| STEM LIBRARY LAB | ||||||
| 3011 N 1-10 SERVICE RD E | METAIRIE | LA | 70002 | NONE | PROGRAM SUPPORT | $2,500 |
| STUDENTS TO SCHOLARS | ||||||
| 1117 SOURWOOD DR | CHAPEL HILL | NC | 27517 | NONE | PROGRAM SUPPORT | $5,000 |
| THE POSSE FOUNDATION NEW ORLEANS | ||||||
| 1555 POYDRAS ST STE 470 | NEW ORLEANS | LA | 70112 | NONE | PROGRAM SUPPORT | $2,500 |
| THE SALK INSTITUTE | ||||||
| 10010 NORTH TORREY PINES RD | LA JOLLA | CA | 920371002 | NONE | SCHOLARSHIP SUPPORT | $1,500 |
| THE SEEING EYE | ||||||
| PO BOX 375 | MORRISTOWN | NJ | 079630375 | NONE | PROGRAM SUPPORT | $1,500 |
| TENNESSEE WILLIAMS & NEW ORLEANS LITERARY FESTIVAL | ||||||
| 938 LAFAYETTE ST STE 514 | NEW ORLEANS | LA | 70113 | NONE | PROGRAM SUPPORT | $1,500 |
| TULANE UNIVERSITY | ||||||
| 201 LINDY CLAIBORNE BOGGS CENTER | NEW ORLEANS | LA | 701185698 | NONE | SCHOLARSHIP SUPPORT | $3,500 |
| WIDE ANGLE YOUTH MEDIA | ||||||
| 2601 NORTH HOWARD ST STE 160 | BALTIMORE | MD | 21218 | NONE | PROGRAM SUPPORT | $1,280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,990 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,488 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,521 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $178 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $136,791 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $170,978 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $170,978 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $550 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,950 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED TO BE FURNISHED A COPY | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCKS | StockNm |
| EOY Book Value | $2,271,716 | EOYBookValueAmt |
| EOYFMV | $4,052,375 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT SECURITY DEPOSIT | Desc |
| BOY Book Value | $1,148 | BOYBookValueAmt |
| EOY Book Value | $1,148 | EOYBookValueAmt |
| EOYFMV | $1,148 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKET ADJUSTMENTS | Desc |
| Amt | $57,152 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKERAGE FEES | $39,202 | $8,624 | $0 | $30,578 |
| INSURANCE | $1,865 | $410 | $0 | $1,455 |
| OFFICE SUPPLIES | $859 | $189 | $0 | $670 |
| DUES AND SUBSCRIPTIONS | $350 | $77 | $0 | $273 |
| IT EXPENSES | $918 | $202 | $0 | $716 |
| WEBSITE DEVELOPMENT | $695 | $153 | $0 | $542 |
| POSTAGE AND DELIVERY | $120 | $26 | $0 | $94 |
| CONTRACT LABOR | $575 | $127 | $0 | $449 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $178 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $178 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $178 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $598 | BOYBookValueAmt |
| EOY Book Value | $598 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $5,355 | Amt |
| Net Investment Income | $1,178 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,177 | DisbursementsCharitablePrpsAmt |
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