BRUCE J HEIM FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BRUCE J HEIM FOUNDATION (EIN 13-3389060)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-12
IRS object ID
202221329349101717
Schema version
2021v4.2
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)
Return2022-05-12T09:54:59-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Phone5043210039PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13421 N CAUSEWAY BLVD 805AddressLine1Txt
CityMETAIRIECityNm
State AbbreviationLAStateAbbreviationCd
ZIP70002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA H PAILETPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5043210039PhoneNum
Signature2022-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBARBARAPersonFirstNm
Person LastPAILETPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonD TROY BOUCHER CPAPreparerPersonNm
PTINP00323119PTIN
Phone5045889288PhoneNum
Preparation2022-05-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,189,648FMVAssetsEOYAmt
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$40InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$40InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$40InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$10,518DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,518DividendsNetInvstIncmAmt
Dividends Adj Net Incm$10,518DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$400,951NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$992,272GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$400,951CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$411,509TotalRevAndExpnssAmt
Total Net Invst Incm$411,509TotalNetInvstIncmAmt
Total Adj Net Incm$10,558TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$70,050CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$15,411CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$54,639CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$550AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,950AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,207TaxesRevAndExpnssAmt
Taxes Net Invst Incm$486TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$1,721TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$6,375OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$1,403OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$4,972OccupancyDsbrsChrtblAmt
Printing And Pub Rev And Expnss$2,842PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$625PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$2,217PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$60,657OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$13,343OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$47,314OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$144,631TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$31,818TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$112,813TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$165,485ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$165,485ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$310,116TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$31,818TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$278,298TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$101,393ExcessRevenueOverExpensesAmt
Net Investment Income$379,691NetInvestmentIncomeAmt
Adjusted Net Income$10,558AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,236CashBOYAmt
Cash EOY$10,023CashEOYAmt
Cash EOYFMV$10,023CashEOYFMVAmt
Sav And Temp Cash Invst BOY$385,420SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$316,171SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$316,171SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$1,880PrepaidExpensesBOYAmt
Prepaid Expenses EOY$4,160PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$4,160PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$2USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,820,349CorporateStockBOYAmt
Corporate Stock EOY$1,989,935CorporateStockEOYAmt
Corporate Stock EOYFMV$4,859,294CorporateStockEOYFMVAmt
Total Assets BOY$2,218,887TotalAssetsBOYAmt
Total Assets EOY$2,320,289TotalAssetsEOYAmt
Total Assets EOYFMV$5,189,648TotalAssetsEOYFMVAmt
Other Liabilities BOY$650OtherLiabilitiesBOYAmt
Other Liabilities EOY$659OtherLiabilitiesEOYAmt
Total Liabilities BOY$650TotalLiabilitiesBOYAmt
Total Liabilities EOY$659TotalLiabilitiesEOYAmt
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-$1,026,359RetainedEarningBOYAmt
Retained Earning EOY-$924,966RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,218,237TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,319,630TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,218,887TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,320,289TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,218,237TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$101,393ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,319,630SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,319,630TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FHR 1142 IAP1988-10-012021-12-31$9$9$0$0
PROOFPOINT INCP2020-05-262021-05-24$22,199$14,709$7,490$7,490
PROOFPOINT INCP2020-10-212021-05-24$17,076$10,712$6,364$6,364
ANSYS INCP2015-06-162021-02-04$18,686$4,521$14,165$14,165
COGNEX CORPP2016-04-142021-10-13$17,647$4,299$13,348$13,348
DOLBY LABORATORIES INCP2017-10-192021-10-04$44,267$30,415$13,852$13,852
DOLBY LABORATORIES INCP2018-04-252021-10-04$12,152$8,743$3,409$3,409
DOLBY LABORATORIES INCP2018-06-292021-10-04$15,624$11,113$4,511$4,511
FORTINET INC.P2017-04-192021-03-29$18,230$3,858$14,372$14,372
FORTINET INC.P2017-04-192021-08-12$21,355$2,700$18,655$18,655
IDEXX LABS INCP2015-07-022021-02-05$24,964$3,139$21,825$21,825
LIVERAMP HLDGS INCP2018-03-152021-02-11$36,776$16,623$20,153$20,153
LIVERAMP HLDGS INCP2018-03-162021-02-11$36,847$16,930$19,917$19,917
PROOFPOINT INCP2020-02-202021-05-24$42,690$31,429$11,261$11,261
PROOFPOINT INCP2020-03-162021-05-24$17,076$10,005$7,071$7,071
PROTO LABS INCP2012-06-202021-01-27$51,476$7,640$43,836$43,836
PROTO LABS INCP2012-06-202021-07-30$37,771$17,827$19,944$19,944
REALPAGE INCP2017-06-152021-01-04$43,297$17,558$25,739$25,739
REALPAGE INCP2017-09-192021-01-04$21,648$10,021$11,627$11,627
REALPAGE INCP2017-10-102021-01-04$30,741$14,960$15,781$15,781
RESMED INCP2016-03-182021-07-30$21,751$4,528$17,223$17,223
KORNIT DIGITAL LTDP2017-08-162021-02-19$23,721$3,256$20,465$20,465
ADOBEP2020-02-272021-02-12$14,830$10,260$4,570$4,570
AMAZONP2018-10-162021-02-12$19,503$10,813$8,690$8,690
APPLEP2018-11-202021-02-12$6,708$2,259$4,449$4,449
APPLEP2017-01-312021-02-12$18,247$4,123$14,124$14,124
APPLEP2018-11-202021-01-26$35,703$11,294$24,409$24,409
BROADCOM LTD SHSP2019-12-232021-02-12$14,962$9,863$5,099$5,099
INVESCO DWA SMALL CAP MOM ETFP2021-02-122021-04-15$32,018$35,908-$3,890-$3,890
ISHARES RUSSELL 2000 GRWTH ETFP2021-01-282021-12-01$23,498$24,786-$1,288-$1,288
ISHARES RUSSELL 2000 GRWTH ETFP2017-05-162021-01-28$22,825$10,661$12,164$12,164
SPDR S&P BIOTECHP2021-02-122021-04-19$27,887$35,863-$7,976-$7,976
SPDR S&P 500 EFT TRUST SERIESP2015-12-172021-03-18$33,695$17,944$15,751$15,751
SPDR S&P 500 EFT TRUST SERIESP2015-12-172021-02-12$15,627$8,346$7,281$7,281
SPDR S&P 500 EFT TRUST SERIESP2018-10-162021-02-12$39,088$27,889$11,199$11,199
WISDOMTREE TR CHINA DIV EXP2021-02-122021-08-23$24,030$35,942-$11,912-$11,912
MSIF EMERGING MKTS LEADERSP2021-02-122021-12-31$31,105$36,056-$4,951-$4,951
UPSTART HOLDINGS INCP2021-10-062021-12-01$14,422$23,753-$9,331-$9,331
ISHARES CORE MSCI EMERGINGP2021-01-282021-08-20$22,890$25,004-$2,114-$2,114
RAYTHEON TECH CORPP2015-12-172021-01-28$19,231$15,562$3,669$3,669
FieldValueIRS element (for citing)
Capital Gain Net Income$400,951CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$23,038NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,278InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,278SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,278TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,040EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,040TotalPaymentsAndCreditsAmt
Es Penalty$47EsPenaltyAmt
Tax Due$2,285TaxDueAmt

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
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
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 Line13421 N CAUSEWAY BLVD STE 805AddressLine1Txt
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
3421 N CAUSEWAY BLVD STE 805METAIRIELA70002TRUSTEE35.00$66,450$0$0
JAMES A CUNNINGHAM
3905 CHIPPENHAM RDDURHAMNC27707TRUSTEE1.00$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$4,977,406AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,825AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,986,231TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,986,231AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$74,793CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,911,438NetVlNoncharitableAssetsAmt
Minimum Investment Return$245,572MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$245,572MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,278TaxBasedOnInvestmentIncomeAmt
Total Tax$5,278TotalTaxAmt
Distributable Before Adj$240,294DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$240,294DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$240,294DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$278,298ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$278,298QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$240,294DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$5,926ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$5,926TotalExcessDistributionCyovAmt
Qualifying Distributions$278,298QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$240,294AppliedToCurrentYearAmt
Remaining Distri From Corpus$38,004RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$43,930TotalCorpusAmt
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$43,930ExcessDistriCyovToNextYrAmt
Excess From Year3$5,926ExcessFromYear3Amt
Excess From Current Year$38,004ExcessFromCurrentYearAmt

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 Line13241 N CAUSEWAY BLVD STE 805AddressLine1Txt
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 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 REQUESTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
EDUCATION FOUNDATION OF SARASOTA COUNTY
1960 LANDINGS BLVD SUITE 120SARASOTAFL34231NONEPROGRAM SUPPORT$2,000
ACORN EQUALITY FUND
P O BOX 6286PEORIAIL61606NONESCHOLARSHIP$1,500
ASU FOUNDATION
PO BOX 32045BOONENC28608NONEPROGRAM SUPPORT$2,500
BIG BROTHERS BIG SISTERS OF CHI
560 W LAKE STREETCHICAGOIL60661NONEPROGRAM SUPPORT$3,000
BIOMEDICAL RESEARCH FDN NW LA
2031 KINGS HIGHWAYSHREVEPORTLA71103NONESCHOLARSHIP$4,060
BOYS & GIRLS CLUBS OF LOS ANGELES HARBOR
1200 S CABRILLO AVENUESAN PEDROCA90731NONESCHOLARSHIP SUPPORT$1,500
BOYS HOPE GIRLS HOPE OF BALTIMORE
3817 FLEETWOOD AVENUEBALTIMOREMD21206NONEPROGRAM SUPPORT$7,500
CAPITAL REG SPONSOR SCHOLAR A SCHOLAR INC
1 UNITED WAYALBANYNY12205NONEPROGRAM SUPPORT$2,500
CHANGING PERSPECTIVES
P O BOX 694BRADFORDVT05033NONEPROGRAM SUPPORT$500
CHRISTIAN COMMUNITY STOREHOUSE
12001 KATY ROADFORT WORTHTX76244NONESCHOLARSHIP$2,500
COLLEGE VISIONS
131 WASHINGTON STREET SUITE 205PROVIDENCERI02903NONEPROGRAM SUPPORT$1,000
DAYTON FDN-MONT CTY OHIO COLLEGE PROMISE
1404 S MAIN STREET SUITE 100DAYTONOH45409NONEPROGRAM SUPPORT$5,000
FARLEIGH DICKINSON UNIVERSITY
1000 RIVER ROAD H-DH1-03TEANECKNJ07666NONESCHOLARSHIP SUPPORT$2,000
FIRST LOUISIANA-MISSISSIPPI INC
3421 N CAUSEWAY BLVD SUITE 805METAIRIELA70002NONEPROGRAM SUPPORT$7,500
GREATER NO STEM INITIATIVE
UNO/OLIVER ST PE TRAC CENTER SUITENEW ORLEANSLA70148NONEPROGRAM SUPPORT$5,000225 2000 LAKESHORE DRIVE
GREATER NO SCIENCE & ENG FAIR
TULANE UNIVERSITY 201 LINDY BOGGSNEW ORLEANSLA70118NONEPROGRAM SUPPORT$3,500SUITE 201
HARPER COLLEGE EDU FOUNDATION
1200 WEST ALGONQUIN ROADPALATINEIL60067NONESCHOLARSHIP SUPPORT$2,500
HELP OHIO DBA CHILI LEARNING CENTER
29445 COUNTY ROAD 10FRESNOOH43824NONEPROGRAM SUPPORT$1,000
JEWISH CHILDREN'S REGIONAL SERVICE
3500 N CAUSEWAY BLVD SUITE 1120METAIRIELA70002NONEPROGRAM SUPPORT$1,000
JEFFERSON DOLLARS FOR SCHOLARS
3330 N CAUSEWAY BLVD SUITE 429METAIRIELA70002NONESCHOLARSHIP SUPPORT$2,800
JEWISH HOME LIFECARE MANHATTAN
120 WEST 106TH STREETNEW YORKNY10025NONEPROGRAM SUPPORT$5,000
LIVE OAK WILDERNESS CAMP
4829 LAUREL STREETNEW ORLEANSLA70115NONEPROGRAM SUPPORT$5,000
LIVINGSTON H S-LANCER ROBOTICS
30 ROBERT H HARP DRIVELIVINGSTONNJ07039NONEPROGRAM SUPPORT$1,200
LOUISIANA YOUTH SEMINAR INC
PO BOX 14241BATON ROUGELA70898NONEPROGRAM SUPPORT$6,600
MAKE MUSIC NOLA
1010 N GALVEZ STREET UNIT C 1NEW ORLEANSLA70119NONEPROGRAM SUPPORT$1,500
MOSAIC YOUTH THEATRE OF DETROIT
2251 ANTIETAM AVENUEDETROITMI48207NONEPROGRAM SUPPORT$3,000
N O MATH & SCIENCE
5625 LOYOLA AVENUENEW ORLEANSLA70115NONEPROGRAM SUPPORT$2,500
NATIONAL CONSTITUTION CENTER
525 ARCH STREETPHILADELPHIAPA19106NONEPROGRAM SUPPORT$5,000
NATIONAL WORLD WAR II MUSEUM INC
945 MAGAZINE STREETNEW ORLEANSLA70130NONEPROGRAM SUPPORT$2,500
NEW JERSEY SEEDS INC
494 BROAD STREET SUITE 105NEWARKNJ07102NONEPROGRAM SUPPORT$17,000
NEW ORLEANS JEWISH DAY SCHOOL
3747 W ESPLANDADE AVENUEMETAIRIELA70002NONEPROGRAM SUPPORT$1,000
NEW ORLEANS MUSEUM OF ART
1 COLLINS DIBOLL CIRCLE PO BOXNEW ORLEANSLA70179NONEPROGRAM SUPPORT$3,00019123
OREGON COAST YOUTH SYMPHONY FES
P O BOX 2405NEWPORTOR97365NONEPROGRAM SUPPORT$2,500
ROUND HOUSE THEATRE
ONE VETERANS PLACESILVER SPRINGMD209104681NONEPROGRAM SUPPORT$2,500
RUSHMORE MUSIC FESTIVAL
P O BOX 734RAPID CITYSD57709NONEPROGRAM SUPPORT$2,500
STAR KIDS SCHOLARSHIP PROGRAM
PO BOX 6214MIDDLETONRI02842NONEPROGRAM SUPPORT$2,500
STARTING RIGHT NOW INC
1212 W CASS STREETTAMPAFL33606NONEPROGRAM SUPPORT$2,000
STEM LIBRARY LAB
3121 ST BERNARD AVENUENEW ORLEANSLA70112NONEPROGRAM SUPPORT$2,500
STUDENTS TO SCHOLARS
1117 SOURWOOD DRIVECHAPEL HILLNC27517NONEPROGRAM SUPPORT$7,000
SUSQUEHANNA CHORALE
P O BOX 397MECHANICSBURGPA17055NONEPROGRAM SUPPORT$1,925
THE POSSE FOUNDATION INC
1515 POYDRAS STREET SUITE 610NEW ORLEANSLA70112NONEPROGRAM SUPPORT$5,000
THE SEEING EYE INC
P O BOX 375MORRISTOWNNJ079630375NONESCHOLARSHIP SUPPORT$6,000
TULANE UNIVERSITY
201 LINDY BOGGSNEW ORLEANSLA70118NONESCHOLARSHIP$12,900
UNIVERSITY OF FLORIDA FOUNDATION
1507 UNIVERSITY AVENUE/ PO BOXGAINESVILLELA32611NONESCHOLARSHIP$3,000117325
WILD ANGLE YOUTH MEDIA INC
2601 NORTH HOWARD STREET SUITE 160BALTIMOREMD21218NONEPROGRAM SUPPORT$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$165,485TotalGrantOrContriPdDurYrAmt
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$40ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,518ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$400,951ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$411,509ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$411,509TotalIncomeProducingActyAmt

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$2,500Amt
Net Investment Income$550NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,950DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS - CORPORATE STOCKSStockNm
EOY Book Value$1,989,935EOYBookValueAmt
EOYFMV$4,859,294EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BROKERAGE FEES$50,183$11,040$0$39,143
INSURANCE$1,635$360$0$1,275
OFFICE SUPPLIES$2,920$642$0$2,278
PAYROLL TAXES$5,083$1,118$0$3,965
DUES AND SUBSCRIPTIONS$357$78$0$279
WEBSITE DEVELOPMENT$249$55$0$194
POSTAGE AND DELIVERY$230$50$0$180

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPAYROLL LIABILITIESDesc
BOY Book Value$650BOYBookValueAmt
EOY Book Value$659EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Amt$2,207Amt
Net Investment Income$486NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,721DisbursementsCharitablePrpsAmt

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