BETA

BRUCE J HEIM FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BRUCE J HEIM FOUNDATION (EIN 13-3389060)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-09
IRS object ID
202511299349101901
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-09T09:56:25-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN720440297PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MALCOLM M DIENES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1611 N CAUSEWAY BLVDAddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP700015341ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133389060EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BRUCE J HEIM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBRUCBusinessNameControlTxt
Phone5043210040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13525 N CAUSEWAY BLVD 605AddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA H PAILETPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5043210040PhoneNum
Signature2025-05-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonD TROY BOUCHER CPAPreparerPersonNm
PTINP00323119PTIN
Phone5045889288PhoneNum
Preparation2025-05-07PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,514,418FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$6,785InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,785InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$6,785InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$27,072DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,072DividendsNetInvstIncmAmt
Dividends Adj Net Incm$27,072DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$240,760NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$614,043GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$240,760CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$274,617TotalRevAndExpnssAmt
Total Net Invst Incm$274,617TotalNetInvstIncmAmt
Total Adj Net Incm$33,857TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$77,100CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$16,962CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$60,138CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$660AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,340AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,623TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,237TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$4,386TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$1,860DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$200DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$14,567OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$3,205OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$11,362OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$50,485OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$11,106OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$39,378OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$152,635TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$33,170TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$200TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$117,604TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$81,660ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$81,660ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$234,295TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$33,170TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$200TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$199,264TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$40,322ExcessRevenueOverExpensesAmt
Net Investment Income$241,447NetInvestmentIncomeAmt
Adjusted Net Income$33,657AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,820CashBOYAmt
Cash EOY$14,563CashEOYAmt
Cash EOYFMV$14,563CashEOYFMVAmt
Sav And Temp Cash Invst BOY$132,593SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$232,299SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$232,299SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$5,868PrepaidExpensesBOYAmt
Prepaid Expenses EOY$4,157PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$4,157PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$2,271,716CorporateStockBOYAmt
Corporate Stock EOY$2,203,197CorporateStockEOYAmt
Corporate Stock EOYFMV$4,261,111CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$3,000LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,860LandBldgEquipAccumDeprecAmt
Land BOY$3,000LandBOYAmt
Land EOY$1,140LandEOYAmt
Land EOYFMV$1,140LandEOYFMVAmt
Other Assets BOY$1,148OtherAssetsBOYAmt
Other Assets EOY$1,148OtherAssetsEOYAmt
Other Assets EOYFMV$1,148OtherAssetsEOYFMVAmt
Total Assets BOY$2,416,145TotalAssetsBOYAmt
Total Assets EOY$2,456,504TotalAssetsEOYAmt
Total Assets EOYFMV$4,514,418TotalAssetsEOYFMVAmt
Other Liabilities BOY$598OtherLiabilitiesBOYAmt
Other Liabilities EOY$635OtherLiabilitiesEOYAmt
Total Liabilities BOY$598TotalLiabilitiesBOYAmt
Total Liabilities EOY$635TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,244,596CapitalStockBOYAmt
Capital Stock EOY$3,244,596CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$829,049RetainedEarningBOYAmt
Retained Earning EOY-$788,727RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,415,547TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,455,869TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,416,145TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,456,504TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,415,547TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$40,322ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,455,869SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,455,869TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BROADCOM INCP2016-07-152024-07-29$22,559$2,455$20,104$20,104
NVIDIA CORPP2022-10-172024-07-29$33,530$3,573$29,957$29,957
WISDOM TREE CHINA EXT STP2023-02-102024-11-18$21,707$25,708-$4,001-$4,001
CERENCE INCP2023-10-252024-04-29$31,089$72,898-$41,809-$41,809
PAYCOM SOFTWARE INCP2024-01-302024-06-11$14,438$19,749-$5,311-$5,311
AEROVIRONMENT INCP2017-06-012024-05-20$51,361$8,413$42,948$42,948
ALARM HOLDINGS INCP2018-06-292024-06-25$65,220$40,938$24,282$24,282
ANSYS INCP2015-06-162024-06-25$51,540$14,468$37,072$37,072
BLACKBAUD INCP2021-12-102024-02-27$53,206$60,106-$6,900-$6,900
FORTINET INCP2016-09-222024-08-12$13,673$1,403$12,270$12,270
IDEXX LABS INCP2015-07-022024-08-14$36,567$4,771$31,796$31,796
MANHATTAN ASSOC INCP2016-02-232024-10-22$25,090$4,693$20,397$20,397
MEDPACE HOLDINGS INCP2021-01-152024-06-26$10,583$3,090$7,493$7,493
PAYCOM SOFTWARE INCP2021-02-112024-06-11$30,448$65,932-$35,484-$35,484
RESMED INCP2023-08-102024-09-11$14,583$10,635$3,948$3,948
ICON PLCP2021-09-162024-03-13$95,649$24,580$71,069$71,069
CYBER ARK SOFTWARE LTDP2017-02-282024-02-29$42,800$9,871$32,929$32,929
FieldValueIRS element (for citing)
Capital Gain Net Income$240,760CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$47,120NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,356InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,356SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,356TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,776EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,776TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$580TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateLAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.BRUCEJHEIMFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksBARBARA H PAILETIndividualWithBooksNm
Phone5043210040PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13525 N CAUSEWAY BLVD STE 605AddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70002ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THOMAS C HUTTON ESQ
39 HOMESDALE ROADBRONXVILLENY10708TRUSTEE1.00$0$0$0
BARBARA H PAILET
3525 N CAUSEWAY BLVD STE 605METAIRIELA70002TRUSTEE35.00$73,500$0$0
JAMES A CUNNINGHAM
2 GARRETSON COURTDURHAMNC27705TRUSTEE1.00$1,200$0$0
SASHA PAILET KOFF
13 RUMSON ROADLIVINGSTONNJ07039TRUSTEE1.00$1,200$0$0
CARRIE PAILET KANTER
215 W BROOKS STREETNEW ORLEANSLA70124TRUSTEE1.00$1,200$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,339,189AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,565AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,343,754TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,343,754AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$65,156CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,278,598NetVlNoncharitableAssetsAmt
Minimum Investment Return$213,930MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$213,930MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,356TaxBasedOnInvestmentIncomeAmt
Total Tax$3,356TotalTaxAmt
Distributable Before Adj$210,574DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$210,574DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$210,574DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$199,264ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$199,264QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$210,574DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$21,017ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$21,017TotalExcessDistributionCyovAmt
Qualifying Distributions$199,264QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$199,264AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$11,310ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$11,310ExcessDistributionCyovAppCYAmt
Total Corpus$9,707TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$9,707ExcessDistriCyovToNextYrAmt
Excess From Year3$9,707ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE BRUCE J HEIM FOUNDATION CO BARBRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13525 N CAUSEWAY BLVD STE 605AddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70002ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5043210040RecipientPhoneNum
Form And Info And MaterialsAPPLICATION 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 REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
518 ELEVATED
1218 CENTRAL AVENUE STE 203ALBANYNY12205NONEPROGRAM SUPPORT$1,000
ACADEMY FOR TEACHERS INC
10 WEST 90TH ST 9NEW YORKNY10024NONEPROGRAM SUPPORT$1,000
ASU FOUNDATION
P O BOX 32045BOONENC28608NONEPROGRAM SUPPORT$4,250
BIG BROTHERS BIG SISTERS OF CHICAGO
560 W LAKE STREETCHICAGOIL60661NONEPROGRAM SUPPORT$1,000
BIOMEDICAL RESEARCH FDN NW LA
2031 KINGS HIGHWAYSHREVEPORTLA71103NONESCHOLARSHIP SUPPORT$4,060
COLLEGE VISIONS
131 WASHINGTON ST STE 205PROVIDENCERI02903NONEPROGRAM SUPPORT$1,000
GREATER NO SCIENCE & ENG FAIR TULANE UNIVERSITY
201 LINDY BOGGS STE 201NEW ORLEANSLA70118NONEPROGRAM SUPPORT$500
HARPER COLLEGE EDU FOUNDATION
1200 WEST ALGONQUIN ROADPALATINEIL60067NONESCHOLARSHIP SUPPORT$1,000
JEFFERSON DOLLARS FOR SCHOLARS
PO BOX 6526METAIRIELA70009NONESCHOLARSHIP SUPPORT$2,800
JEWISH HOME LIFECARE MANHATTAN
120 WEST 106TH STREETNEW YORKNY10025NONESCHOLARSHIP SUPPORT$2,000
KENTUCKY ASSOC FOR ACADEMIC COMPETITION
113 CONSUMER LANEFRANKFORTKY40601NONEPROGRAM SUPPORT$2,000
LOUISIANA YOUTH SEMINARS INC
PO BOX 14241BATON ROUGELA70898NONESCHOLARSHIP SUPPORT$4,000
NEW ORLEANS MUSEUM OF ART
PO BOX 19123NEW ORLEANSLA70179NONEPROGRAM SUPPORT$2,000
STAR KIDS SCHOLARSHIP PROGRAM
PO BOX 6214MIDDLETOWNRI02842NONEPROGRAM SUPPORT$3,000
STEM LIBRARY LAB
3011 N 1-10 SERVICE RD EMETAIRIELA70002NONEPROGRAM SUPPORT$1,500
STUDENTS TO SCHOLARS
1117 SOURWOOD DRCHAPEL HILLNC27517NONEPROGRAM SUPPORT$6,500
TENNESSEE WILLIAMS & NEW ORLEANS LITERARY FESTIVAL
938 LAFAYETTE ST STE 514NEW ORLEANSLA70113NONEPROGRAM SUPPORT$1,500
THE POSSE FOUNDATION NEW ORLEANS
1555 POYDRAS ST STE 470NEW ORLEANSLA70112NONEPROGRAM SUPPORT$2,500
TULANE UNIVERSITY
201 LINDY CLAIBORNE BOGGS CENTERNEW ORLEANSLA701185698NONESCHOLARSHIP SUPPORT$4,000
ACCESS BOOKS
PO BOX 64951LOS ANGELESCA90064NONEPROGRAM SUPPORT$2,500
BIODESIGN CHALLENGE INC
7 MONTAGUE TERRACE STE 4ABROOKLYNNY11201NONEPROGRAM SUPPORT$500
CHALLENGER CENTER FOR SPACE SCIENCE EDUCATION
750 FIRST ST NE STE 1050WASHINGTONDC20003NONEPROGRAM SUPPORT$2,500
CHARLESTON SYMPHONY ORCHESTRA
480 EAST BAY STCHARLESTONSC29403NONEPROGRAM SUPPORT$1,200
CHIMP HAVEN
13600 CHIMPANZEE PLACEKEITHVILLELA71047NONEPROGRAM SUPPORT$1,250
EDUCATION FOUNDATION OF SARASOTA
1960 LANDINGS BLVD STE 120SARASOTAFL34231NONEPROGRAM SUPPORT$2,000
FRIDA CINEMA
305 E 4TH ST STE 100SANTA ANACA92701NONEPROGRAM SUPPORT$950
GIRL SCOUTS OF NASSAU COUNTY INC
110 RING ROAD WESTGARDEN CITYNY11530NONEPROGRAM SUPPORT$2,000
GLOBAL ARTS CORPORATION
405 N AVE 53LOS ANGELESCA90042NONEPROGRAM SUPPORT$2,000
GOOD SHEPHERD NATIVITY SCHOOL INC
1839 AGRICULTURE STNEW ORLEANSLA70119NONEPROGRAM SUPPORT$2,800
JESUIT HIGH SCHOOL
4133 BANKS STNEW ORLEANSLA70119NONEPROGRAM SUPPORT$1,000
MUSEUM OF SOUTHERN JEWISH EXPERIENCE
818 HOWARD AVENEW ORLEANSLA70113NONEPROGRAM SUPPORT$2,500
NATIONAL CONSTITUTION CENTER
525 ARCH STPHILADELPHIAPA19106NONEPROGRAM SUPPORT$2,500
NATIONAL WORLD WAR II MUSEUM
945 MAGAZINE STNEW ORLEANSLA70130NONEPROGRAM SUPPORT$2,500
NORTH SOUND YOUTH SYMPHONY
PO BOX 4197BELLINGHAMWA98227NONEPROGRAM SUPPORT$2,700
SAN BERNARDINO SYMPHONY ORCHESTRA
PO BOX 109SAN BERNARDINOCA92402NONEPROGRAM SUPPORT$2,500
STAIR
1545 STATE STNEW ORLEANSLA70118NONEPROGRAM SUPPORT$1,650
UNIVERSITY OF FLORIDA FOUNDATION
1507 UNIVERSITY AVEGAINESVILLEFL32611NONEPROGRAM SUPPORT$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$81,660TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,785ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,072ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$240,760ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$274,617ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$274,617TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$3,000Amt
Net Investment Income$660NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,340DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyLEASEHOLD IMPROVEMENTSPropertyDesc
Acquired2024-01-01AcquiredDt
Cost Or Other Basis$3,000CostOrOtherBasisAmt
Computation Method150DBComputationMethodTxt
Life15.000000000000LifeRt
Current Year Expense$1,860CurrentYearExpenseAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$200AdjustedNetIncomeAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNOT REQUIRED TO BE FURNISHED A COPYExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESTMENTS - CORPORATE STOCKS$2,203,197$4,176,787
INVESTMENTS OTHER$0$84,324

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemLEASEHOLD IMPROVEMENTSCategoryOrItemTxt
Cost Or Other Basis$3,000CostOrOtherBasisAmt
Accumulated Depreciation$1,860AccumulatedDepreciationAmt
Book Value$1,140BookValueAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescRENT SECURITY DEPOSITDesc
BOY Book Value$1,148BOYBookValueAmt
EOY Book Value$1,148EOYBookValueAmt
EOYFMV$1,148EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BROKERAGE FEES$45,388$9,985$0$35,402
INSURANCE$1,930$424$0$1,505
OFFICE SUPPLIES$310$68$0$242
DUES AND SUBSCRIPTIONS$1,118$246$0$872
POSTAGE AND DELIVERY$73$16$0$57
CONFERENCE/MEETINGS$1,666$367$0$1,300

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPAYROLL LIABILITIESDesc
BOY Book Value$598BOYBookValueAmt
EOY Book Value$635EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryPAYROLL TAXESCategoryTxt
Amt$5,623Amt
Net Investment Income$1,237NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,386DisbursementsCharitablePrpsAmt

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