BRUCE J HEIM FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE J HEIM FOUNDATION (EIN 13-3389060)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-04-12
- IRS object ID
- 202131029349100928
- Schema version
- 2019v5.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-12T15:26:38-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | 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 | 2019-12-01 | 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 | 3421 N CAUSEWAY BLVD 805 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA H PAILET | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5043210039 | PhoneNum |
| Signature | 2021-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | D TROY BOUCHER CPA | PreparerPersonNm |
| PTIN | P00323119 | PTIN |
| Phone | 5045889288 | PhoneNum |
| Preparation | 2021-03-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,430,212 | 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 | $4,253 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,253 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,253 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $13,592 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,592 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $13,592 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $158,996 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $741,828 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $158,996 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $176,841 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $176,841 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17,845 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $69,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,180 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $53,820 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,696 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $373 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,323 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,620 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $356 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,263 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $60 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $13 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $47 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,240 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,760 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $114,376 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,162 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $89,213 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $184,376 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,162 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $159,213 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,535 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $151,679 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,845 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,315 | CashBOYAmt |
| Cash EOY | $4,926 | CashEOYAmt |
| Cash EOYFMV | $4,926 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $298,216 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $466,718 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $466,719 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $233 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,880 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,880 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $253,733 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $14 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $14 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,668,869 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,757,322 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,956,673 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,238,367 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,230,860 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,430,212 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $402 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $430 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $402 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $430 | 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 | -$1,006,631 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,014,166 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,237,965 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,230,430 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,238,367 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,230,860 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,237,965 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,535 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,230,430 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,230,430 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BOOKING HOLDINGS, INC | 2020-02-27 | 2020-03-05 | $8,313 | $8,519 | -$206 | -$206 |
| BOOKING HOLDINGS, INC | 2020-02-27 | 2020-03-05 | $8,313 | $9,160 | -$847 | -$847 |
| BOOKING HOLDINGS, INC | 2015-12-22 | 2020-05-15 | $21,520 | $20,270 | $1,250 | $1,250 |
| FACEBOOK INC CL-A | 2020-02-27 | 2020-03-05 | $9,439 | $9,580 | -$141 | -$141 |
| ISHARES EDGEMSCI MIN | 2019-10-28 | 2019-12-23 | $13,370 | $13,328 | $42 | $42 |
| ISHARES EDGEMSCI MSC EMERGING MKTS | 2019-10-28 | 2020-03-05 | $12,311 | $12,760 | -$449 | -$449 |
| ISHARES EDGEMSCI MSC EMERGING MKTS | 2019-10-28 | 2020-01-31 | $12,586 | $12,760 | -$174 | -$174 |
| COSTAR GROUP | 2017-12-02 | 2020-02-28 | $26,299 | $1,565 | $24,734 | $24,734 |
| COSTAR GROUP | 2017-12-02 | 2020-04-14 | $25,230 | $1,647 | $23,583 | $23,583 |
| IDEXX LABS | 2015-07-25 | 2020-10-27 | $25,462 | $3,767 | $21,695 | $21,695 |
| VEEVA SYS INC | 2017-12-11 | 2020-10-27 | $14,679 | $2,781 | $11,898 | $11,898 |
| VEEVA SYS INC | 2017-12-11 | 2020-06-24 | $16,781 | $3,893 | $12,888 | $12,888 |
| ANSYS INC | 2015-06-16 | 2020-02-28 | $24,764 | $8,319 | $16,445 | $16,445 |
| COGNEX CORP | 2017-12-02 | 2020-04-28 | $11,881 | $4,299 | $7,582 | $7,582 |
| COGNEX CORP | 2017-12-02 | 2020-07-27 | $18,903 | $5,667 | $13,236 | $13,236 |
| FACTSET RESH SYS INC | 2017-01-10 | 2020-03-29 | $10,491 | $6,775 | $3,716 | $3,716 |
| FACTSET RESH SYS INC | 2017-04-07 | 2020-03-31 | $2,623 | $1,603 | $1,020 | $1,020 |
| NATIONAL INSTRS CORP | 2018-04-30 | 2020-10-26 | $13,006 | $15,100 | -$2,094 | -$2,094 |
| TRIMBLE NAV LTC | 2016-06-24 | 2020-03-26 | $37,014 | $35,117 | $1,897 | $1,897 |
| BLACKBAUD INC | 2016-08-05 | 2020-05-28 | $36,396 | $45,101 | -$8,705 | -$8,705 |
| LOGMEIN INC | 2018-09-10 | 2020-01-07 | $39,527 | $38,182 | $1,345 | $1,345 |
| VERINT SYSTEMS INC | 2015-08-17 | 2020-08-14 | $49,540 | $58,987 | -$9,447 | -$9,447 |
| KORNIT DIGITAL LTD | 2017-09-29 | 2020-02-27 | $12,665 | $5,453 | $7,212 | $7,212 |
| KORNIT DIGITAL LTD | 2017-09-29 | 2020-06-06 | $13,462 | $4,412 | $9,050 | $9,050 |
| KORNIT DIGITAL LTD | 2017-09-29 | 2020-08-26 | $11,959 | $3,256 | $8,703 | $8,703 |
| KORNIT DIGITAL LTD | 2017-09-29 | 2020-11-09 | $13,348 | $3,093 | $10,255 | $10,255 |
| NICE SYSTEMS LTD ADR | 2016-03-07 | 2020-08-06 | $15,698 | $4,330 | $11,368 | $11,368 |
| ISHARES 1-3 YR TREASURY BOND | 2017-01-03 | 2020-08-14 | $43,180 | $42,232 | $948 | $948 |
| FHR 1142 IA | 1988-10-01 | 2020-11-30 | $88 | $88 | $0 | $0 |
| COLORADO ST BL BE 5737 | 2010-03-04 | 2020-03-16 | $75,000 | $75,000 | $0 | $0 |
| WISCONSIN ST | 2010-04-14 | 2020-05-01 | $50,000 | $50,000 | $0 | $0 |
| RAYTHEON TECH CORP | 2015-12-17 | 2020-04-03 | $11 | $10 | $1 | $1 |
| EAS INDEX FD | 2016-12-28 | 2020-08-12 | $43,180 | $42,232 | $948 | $948 |
| NATIONAL INSTRS CORP | 2018-01-29 | 2020-10-22 | $24,782 | $33,539 | -$8,757 | -$8,757 |
| FHR 1142 IA | 1988-10-01 | 2019-12-15 | $7 | $7 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $158,996 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,775 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $174,080 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,290,536 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052903 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $160,407 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,201,976 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050096 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $138,326 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,792,134 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049541 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $137,440 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,457,174 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055934 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $137,842 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,673,012 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051568 | DistributionYr5Rt |
| Total Distribution | 0.260042 | TotalDistributionRt |
| Average Distribution | 0.052008 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,705,923 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $192,738 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,517 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $194,255 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $159,213 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,034 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,034 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,034 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,647 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,647 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,387 | TaxDueAmt |
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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | $65,400 | $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 | $3,755,921 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,437 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,762,358 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,762,358 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,435 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,705,923 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $185,296 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $185,296 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,034 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,034 | TotalTaxAmt |
| Distributable Before Adj | $182,262 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $182,262 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $182,262 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $159,213 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $159,213 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $159,213 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $182,262 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,347 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,905 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $372 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,789 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $32,413 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $159,213 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $159,213 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $23,049 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $23,049 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,364 | 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 | $9,364 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $9,364 | 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 (29 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 | $2,500 | |
| BENJAMIN FRANKLIN HIGH SCHOOL | |||||||
| 2001 LEON C SIMON DRIVE | NEW ORLEANS | LA | 70112 | NONE | SCHOLARSHIP | $3,200 | |
| 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 | $4,000 | |
| CHRISTIAN COMMUNITY STOREHOUSE | |||||||
| 12001 KATY ROAD | FORT WORTH | TX | 76244 | NONE | PROGRAM SUPPORT | $2,000 | |
| COLLEGE VISIONS | |||||||
| 131 WASHINGTON STREET SUITE 205 | PROVIDENCE | RI | 02903 | NONE | PROGRAM SUPPORT | $1,000 | |
| DANCING GROUNDS | |||||||
| 3705 ST CLAUDE AVENUE | NEW ORLEANS | LA | 70117 | NONE | SCHOLARSHIP SUPPORT | $1,000 | |
| EMBRELLA(FOSTER & ADOP FAM SER) | |||||||
| 101 COLLEGE ROAD EAST 3RD FLOOR | PRINCETON | NJ | 08540 | NONE | SCHOLARSHIP SUPPORT | $2,000 | |
| FIRST LOUISIANA-MISSISSIPPI IN | |||||||
| 3421 N CAUSEWAY BLVD SUITE 805 | METAIRIE | LA | 70002 | NONE | PROGRAM SUPPORT | $7,500 | |
| GREATER NO SCIENCE & ENG FAIR | |||||||
| TULANE UNIVERSITY 201 LINDY BOGGS | NEW ORLEANS | LA | 70118 | NONE | PROGRAM SUPPORT | $500 | SUITE 201 |
| JEWISH CHILDREN'S REGIONAL SERVICE | |||||||
| 3500 N CAUSEWAY BLVD SUITE 1120 | METAIRIE | LA | 70002 | NONE | PROGRAM SUPPORT | $1,000 | |
| JEFFERSON DOLLARS FOR SCHOLARS | |||||||
| 3330 N CAUSEWAY BLVD SUITE 429 | METAIRIE | LA | 70002 | NONE | PROGRAM SUPPORT | $2,800 | |
| 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 | $4,000 | |
| LOUISIANA YOUTH SEMINAR INC | |||||||
| PO BOX 14241 | BATON ROUGE | LA | 70898 | NONE | PROGRAM SUPPORT | $2,600 | |
| LOYOLA UNIVERSITY | |||||||
| 7214 ST CHARLES AVENUE PO BOX 902 | NEW ORLEANS | LA | 70118 | NONE | PROGRAM SUPPORT | $1,750 | |
| N O MATH & SCIENCE | |||||||
| 5625 LOYOLA AVENUE | NEW ORLEANS | LA | 70115 | NONE | PROGRAM SUPPORT | $1,000 | |
| NATIONAL CONSTITUTION CENTER | |||||||
| 525 ARCH STREET | PHILADELPHIA | PA | 19106 | NONE | PROGRAM SUPPORT | $3,000 | |
| NEW ENGLAND SCIENCE & SAIL FOUNDATION INC | |||||||
| PO BOX 733 | STONINGTON | CT | 06378 | NONE | PROGRAM SUPPORT | $2,000 | |
| NEW ORLEANS MUSEUM OF ART | |||||||
| 1 COLLINS DIBOLL CIRCLE PO BOX | NEW ORLEANS | LA | 70179 | NONE | PROGRAM SUPPORT | $3,000 | 19123 |
| SALK INSTITUTE | |||||||
| 10010 NORTH TORREY PINES ROAD | LA JOLLA | CA | 920371002 | NONE | SCHOLARSHIP SUPPORT | $2,500 | |
| SOCIETY OF ILLUSTRATORS INC | |||||||
| 128 EAST 63RD STREET | NEW YORK | NY | 10065 | NONE | PROGRAM SUPPORT | $2,500 | |
| STAIR (START THE ADVENTURE IN READING) | |||||||
| 1545 STATE STREET | NEW ORLEANS | LA | 70118 | NONE | PROGRAM SUPPORT | $750 | |
| 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 | $3,400 | |
| THE POSSE FOUNDATION INC | |||||||
| 1515 POYDRAS STREET SUITE 610 | NEW ORLEANS | LA | 70112 | NONE | PROGRAM SUPPORT | $3,000 | |
| TULANE UNIVERSITY | |||||||
| 201 LINDY BOGGS | NEW ORLEANS | LA | 70118 | NONE | SCHOLARSHIP | $5,000 | |
| UNIVERSITY OF FLORIDA FOUNDATION | |||||||
| 1507 UNIVERSITY AVENUE/ PO BOX | GAINESVILLE | FL | 32611 | NONE | SCHOLARSHIP | $1,500 | 117325 |
| BOYS & GIRLS CLUB OF LOS ANGELES HARBOR | |||||||
| 1200 S CABRILLO AVENUE | SAN PEDRO | CA | 90731 | NONE | SCHOLARSHIP SUPPORT | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,000 | 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 | $4,253 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,592 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $158,996 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $176,841 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $176,841 | 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 | $1,696 | Amt |
| Net Investment Income | $373 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,323 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,757,322 | EOYBookValueAmt |
| EOYFMV | $3,956,673 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $14 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $14 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
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 | $35,099 | $7,722 | $0 | $27,377 |
| INSURANCE | $940 | $207 | $0 | $733 |
| OFFICE SUPPLIES | $346 | $76 | $0 | $270 |
| PAYROLL TAXES | $5,003 | $1,101 | $0 | $3,902 |
| DUES AND SUBSCRIPTIONS | $50 | $11 | $0 | $39 |
| TELEPHONE | $147 | $32 | $0 | $115 |
| WEBSITE DEVELOPMENT | $305 | $67 | $0 | $238 |
| POSTAGE AND DELIVERY | $110 | $24 | $0 | $86 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $402 | BOYBookValueAmt |
| EOY Book Value | $430 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $1,620 | Amt |
| Net Investment Income | $356 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,263 | DisbursementsCharitablePrpsAmt |
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