BRUCE J HEIM FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE J HEIM FOUNDATION (EIN 13-3389060)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-04
- IRS object ID
- 202321249349100907
- Schema version
- 2022v5.0
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-04T08:43:49-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 5043210039 | 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 | 5043210039 | PhoneNum |
| Signature | 2023-05-01 | 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 | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | D TROY BOUCHER CPA | PreparerPersonNm |
| PTIN | P00323119 | PTIN |
| Phone | 5045889288 | PhoneNum |
| Preparation | 2023-05-01 | 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 | 2022 | 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 | $3,596,419 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,636 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,636 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,636 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $15,269 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,269 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $15,269 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $352,123 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $987,744 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $352,123 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $200 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $200 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $200 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $369,228 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $369,228 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17,105 | 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 | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $660 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,340 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $110 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $390 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,756 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,586 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $9,170 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $9,544 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,100 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,444 | OccupancyDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $408 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $90 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $318 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $48,002 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,560 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37,442 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $146,810 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,298 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $114,512 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,260 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,260 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $225,070 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,298 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $192,772 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $144,158 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $336,930 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,105 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,023 | CashBOYAmt |
| Cash EOY | $12,154 | CashEOYAmt |
| Cash EOYFMV | $12,154 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $316,171 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $598,514 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $598,514 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,160 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,280 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,280 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,989,935 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,897,563 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,976,323 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $3,000 | LandEOYAmt |
| Land EOYFMV | $3,000 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,148 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,148 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,320,289 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,517,659 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,596,419 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $659 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $598 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $659 | 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 | -$924,966 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$727,535 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,319,630 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,517,061 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,320,289 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,517,659 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,319,630 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $144,158 | ExcessRevenueOverExpensesAmt |
| Other Increases | $53,273 | OtherIncreasesAmt |
| Subtotal | $2,517,061 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,517,061 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ADOBE INC | P | 2022-02-24 | 2022-08-12 | $22,060 | $22,976 | -$916 | -$916 |
| ISHARES 20+YR | P | 2022-05-24 | 2022-08-12 | $38,246 | $39,656 | -$1,410 | -$1,410 |
| META PLATFORMS INC | P | 2022-02-24 | 2022-04-21 | $19,878 | $20,338 | -$460 | -$460 |
| ADOBE INC | P | 2016-07-15 | 2022-08-12 | $74,554 | $19,516 | $55,038 | $55,038 |
| AMAZON | P | 2016-06-29 | 2022-08-22 | $39,982 | $10,950 | $29,032 | $29,032 |
| APPLE INC | P | 2017-01-31 | 2022-08-22 | $33,632 | $6,063 | $27,569 | $27,569 |
| BROADCOM | P | 2016-07-15 | 2022-08-22 | $18,610 | $5,729 | $12,881 | $12,881 |
| INVESCO DWA MOMENTUM | P | 2019-12-23 | 2022-05-24 | $16,023 | $14,483 | $1,540 | $1,540 |
| INVESCO QQQ TRUST | P | 2019-09-12 | 2022-08-22 | $62,940 | $39,462 | $23,478 | $23,478 |
| INVESCO S&P 500 | P | 2021-02-12 | 2022-08-22 | $25,590 | $23,572 | $2,018 | $2,018 |
| ISHARES RUSSELL TOP 200 | P | 2017-05-16 | 2022-08-22 | $14,481 | $6,575 | $7,906 | $7,906 |
| META PLATFORMS INC | P | 2016-06-29 | 2022-04-21 | $47,707 | $30,064 | $17,643 | $17,643 |
| MSIF GLOBAL OPPORTUNITY | P | 2019-06-27 | 2022-05-24 | $23,624 | $25,000 | -$1,376 | -$1,376 |
| UNITED HEALTH GP | P | 2016-07-15 | 2022-10-17 | $53,097 | $14,411 | $38,686 | $38,686 |
| CERENCE INC | P | 2022-01-27 | 2022-12-05 | $8,737 | $29,173 | -$20,436 | -$20,436 |
| ABIOMED INC | P | 2019-08-05 | 2022-12-28 | $117,420 | $65,857 | $51,563 | $51,563 |
| BIOTECHNE CORP | P | 2020-02-07 | 2022-05-25 | $14,043 | $8,114 | $5,929 | $5,929 |
| FORTINET INC | P | 2016-09-22 | 2022-03-03 | $126,667 | $15,038 | $111,629 | $111,629 |
| HEALTHEQUITY INC | P | 2019-04-01 | 2022-05-12 | $50,208 | $56,927 | -$6,719 | -$6,719 |
| IPG PHOTONICS CORP | P | 2012-05-03 | 2022-03-03 | $51,310 | $24,147 | $27,163 | $27,163 |
| MEDPACE HLDGS INC | P | 2021-01-15 | 2022-10-20 | $8,583 | $7,782 | $801 | $801 |
| NEOGENOMICS INC NEW | P | 2020-06-01 | 2022-01-20 | $28,056 | $33,868 | -$5,812 | -$5,812 |
| NICE SYS LTD SPONSORED | P | 2021-01-01 | 2022-08-01 | $10,332 | $2,969 | $7,363 | $7,363 |
| ORASURE TECH INC | P | 2019-10-03 | 2022-01-04 | $36,870 | $49,449 | -$12,579 | -$12,579 |
| REPLIGEN CORP | P | 2018-08-02 | 2022-07-21 | $20,110 | $4,245 | $15,865 | $15,865 |
| RESMED INC | P | 2016-03-18 | 2022-03-07 | $19,928 | $4,528 | $15,400 | $15,400 |
| COGNYTE SOFWARE LTD | P | 2021-02-03 | 2022-12-05 | $5,056 | $54,729 | -$49,673 | -$49,673 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $352,123 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$23,222 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,683 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,683 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,683 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,280 | 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 | $5,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $597 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $597 | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | 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 | 3421 N CAUSEWAY BLVD STE 805 | 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 | ||||||||
| 3421 N CAUSEWAY BLVD STE 805 | 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 | $4,360,152 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,089 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,371,241 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,371,241 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,569 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,305,672 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $215,284 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $215,284 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,683 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,683 | TotalTaxAmt |
| Distributable Before Adj | $210,601 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $210,601 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $210,601 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $192,772 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $192,772 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $210,601 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $5,926 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $38,004 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $43,930 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $192,772 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $192,772 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $17,829 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $17,829 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $26,101 | 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 | $26,101 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $26,101 | ExcessFromYear1Amt |
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 | 3241 N CAUSEWAY BLVD STE 805 | 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 SUSH A GRANT 4. A STATEMENT OF NEED, AND 5. A STATEMENT VERIFYING THE APPLICANT'S 501(C) STATUS OTHER DOCUMENTS, SUGH 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ASU FOUNDATION | |||||||
| PO BOX 32045 | BOONE | NC | 28608 | NONE | PROGRAM SUPPORT | $5,000 | |
| BIG BROTHERS BIG SISTERS OF CHI | |||||||
| 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 | $4,060 | |
| CHANGING PERSPECTIVES | |||||||
| P O BOX 694 | BRADFORD | VT | 05033 | NONE | PROGRAM SUPPORT | $2,000 | |
| CHRISTIAN COMMUNITY STOREHOUSE | |||||||
| 12001 KATY ROAD | FORT WORTH | TX | 76244 | NONE | SCHOLARSHIP | $1,000 | |
| EDUCATION FOUNDATION OF SARASOTA COUNTY | |||||||
| 1960 LANDINGS BLVD SUITE 120 | SARASOTA | FL | 34231 | NONE | PROGRAM SUPPORT | $1,750 | |
| FIRST LOUISIANA-MISSISSIPPI INC | |||||||
| 3421 N CAUSEWAY BLVD SUITE 805 | METAIRIE | LA | 70002 | NONE | PROGRAM SUPPORT | $2,500 | |
| GREATER NO SCIENCE & ENG FAIR | |||||||
| TULANE UNIVERSITY 201 LINDY BOGGS | NEW ORLEANS | LA | 70118 | NONE | PROGRAM SUPPORT | $500 | SUITE 201 |
| HARPER COLLEGE EDU FOUNDATION | |||||||
| 1200 WEST ALGONQUIN ROAD | PALATINE | IL | 60067 | NONE | SCHOLARSHIP SUPPORT | $1,000 | |
| JEFFERSON DOLLARS FOR SCHOLARS | |||||||
| 3330 N CAUSEWAY BLVD SUITE 429 | METAIRIE | LA | 70002 | NONE | SCHOLARSHIP SUPPORT | $3,500 | |
| JEWISH HOME LIFECARE MANHATTAN | |||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | NONE | PROGRAM SUPPORT | $1,500 | |
| LIVE OAK WILDERNESS CAMP | |||||||
| 4829 LAUREL STREET | NEW ORLEANS | LA | 70115 | NONE | PROGRAM SUPPORT | $2,500 | |
| LOUISIANA YOUTH SEMINAR INC | |||||||
| PO BOX 14241 | BATON ROUGE | LA | 70898 | NONE | PROGRAM SUPPORT | $2,600 | |
| MAKE MUSIC NOLA | |||||||
| 1010 N GALVEZ STREET UNIT C 1 | NEW ORLEANS | LA | 70119 | NONE | PROGRAM SUPPORT | $1,500 | |
| N O MATH & SCIENCE | |||||||
| 5625 LOYOLA AVENUE | NEW ORLEANS | LA | 70115 | NONE | PROGRAM SUPPORT | $1,500 | |
| NATIONAL WORLD WAR II MUSEUM INC | |||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | NONE | PROGRAM SUPPORT | $3,500 | |
| NEW ORLEANS MUSEUM OF ART | |||||||
| 1 COLLINS DIBOLL CIRCLE PO BOX | NEW ORLEANS | LA | 70179 | NONE | PROGRAM SUPPORT | $3,000 | 19123 |
| ROUND HOUSE THEATRE | |||||||
| ONE VETERANS PLACE | SILVER SPRING | MD | 209104681 | NONE | PROGRAM SUPPORT | $2,500 | |
| STAR KIDS SCHOLARSHIP PROGRAM | |||||||
| PO BOX 6214 | MIDDLETON | RI | 02842 | NONE | PROGRAM SUPPORT | $2,500 | |
| STUDENTS TO SCHOLARS | |||||||
| 1117 SOURWOOD DRIVE | CHAPEL HILL | NC | 27517 | NONE | PROGRAM SUPPORT | $5,000 | |
| THE POSSE FOUNDATION INC | |||||||
| 1515 POYDRAS STREET SUITE 610 | NEW ORLEANS | LA | 70112 | NONE | PROGRAM SUPPORT | $5,000 | |
| TULANE UNIVERSITY | |||||||
| 201 LINDY BOGGS | NEW ORLEANS | LA | 70118 | NONE | SCHOLARSHIP | $7,500 | |
| DANCING GROUNDS | |||||||
| 3705 ST CLAUDE AVE | NEW ORLEANS | LA | 70117 | NONE | PROGRAM SUPPORT | $1,000 | |
| FIRST FINANCE | |||||||
| 200 BEDFORD ST | MANCHESTER | NH | 03101 | NONE | PROGRAM SUPPORT | $7,500 | |
| SALK INSTITUTE | |||||||
| 10010 NORTH TORREY PINES RD | LAJOLLA | CA | 92037 | NONE | SCHOLARSHIP | $1,000 | |
| START THE ADVENTURE IN READING | |||||||
| 1545 STATE ST | NEW ORLEANS | LA | 70118 | NONE | PROGRAM SUPPORT | $2,500 | |
| STORYTELLING ARTS | |||||||
| PO BOX 157 | STOCKTON | NJ | 08559 | NONE | PROGRAM SUPPORT | $2,850 | |
| TENNESSEE WILIAMS LIT FEST | |||||||
| 938 LAFAYETTE ST STE 515 | NEW ORLEANS | LA | 70113 | NONE | PROGRAM SUPPORT | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,260 | 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 | $1,636 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,269 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $200 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $352,123 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $369,228 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $369,228 | 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 | $3,000 | Amt |
| Net Investment Income | $660 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,340 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,897,563 | EOYBookValueAmt |
| EOYFMV | $2,976,323 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT SECURITY DEPOSIT | Desc |
| EOY Book Value | $1,148 | EOYBookValueAmt |
| EOYFMV | $1,148 | EOYFMVAmt |
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 | $42,978 | $9,455 | $0 | $33,523 |
| INSURANCE | $1,769 | $389 | $0 | $1,380 |
| OFFICE SUPPLIES | $971 | $214 | $0 | $757 |
| DUES AND SUBSCRIPTIONS | $432 | $95 | $0 | $337 |
| BANK CHARGES/FEES | $30 | $7 | $0 | $23 |
| WEBSITE DEVELOPMENT | $502 | $110 | $0 | $392 |
| POSTAGE AND DELIVERY | $60 | $13 | $0 | $47 |
| MEETINGS | $1,260 | $277 | $0 | $983 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $200 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKET ADJUSTMENTS | Desc |
| Amt | $53,273 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $659 | BOYBookValueAmt |
| EOY Book Value | $598 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $110 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $390 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $5,355 | $1,178 | $0 | $4,177 |
| TAXES OTHER | $6,401 | $1,408 | $0 | $4,993 |
Comments