BRUCE J HEIM FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE J HEIM FOUNDATION (EIN 13-3389060)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-05-08
- IRS object ID
- 202021299349101887
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-08T13:22:57-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | 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 | 2018-12-01 | 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 | 2020-04-24 | 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 | 2020-04-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $3,495,932 | 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 | $9,632 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,632 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9,632 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $15,716 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,716 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $15,716 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $160,978 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $718,557 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $160,978 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $186,326 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $186,326 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $25,348 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $66,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,520 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $51,480 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,175 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $212 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $963 | AccountingFeesChrtblPrpsAmt |
| Trav Conf Meeting Rev And Expnss | $1,655 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $348 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,307 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,860 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,427 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33,433 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $111,690 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,507 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $87,183 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,515 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,515 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $200,205 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,507 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $175,698 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,879 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $161,819 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25,348 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,961 | CashBOYAmt |
| Cash EOY | $17,315 | CashEOYAmt |
| Cash EOYFMV | $17,315 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $216,677 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $298,216 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $298,409 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $130,470 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $253,733 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $257,097 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,892,634 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,668,869 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,922,877 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $233 | OtherAssetsBOYAmt |
| Other Assets EOY | $233 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $233 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,244,976 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,238,367 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,495,932 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $380 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $402 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $380 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $402 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,006,631 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,244,596 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,237,965 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,244,976 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,238,367 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,244,596 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,879 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,230,717 | SubtotalAmt |
| Other Decreases | $992,752 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,237,965 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| INDEXX LABS | 2015-07-02 | 2019-05-23 | $25,068 | $5,312 | $19,756 | $19,756 |
| RESMED | 2017-06-01 | 2019-01-11 | $17,162 | $10,012 | $7,150 | $7,150 |
| ABIOMED, INC. | 2019-04-08 | 2019-11-04 | $21,626 | $28,119 | -$6,493 | -$6,493 |
| COSTAR GROUP | 2010-01-25 | 2019-04-03 | $23,458 | $2,060 | $21,398 | $21,398 |
| FACTSET RESH SYS, INC | 2017-10-12 | 2019-03-29 | $12,163 | $8,895 | $3,268 | $3,268 |
| FORTINET, INC. | 2019-02-07 | 2019-02-07 | $11,345 | $5,271 | $6,074 | $6,074 |
| GENTEX | 2016-05-26 | 2019-02-27 | $45,419 | $36,882 | $8,537 | $8,537 |
| MEDIDATA SOLUTIONS, INC | 2016-06-01 | 2019-06-28 | $61,467 | $24,351 | $37,116 | $37,116 |
| SEI INVESTMENTS CO | 2017-04-21 | 2019-09-10 | $8,575 | -$8,575 | -$8,575 | |
| ALARM COM HLDGS | 2019-01-22 | 2019-01-22 | $13,431 | $8,649 | $4,782 | $4,782 |
| BALCHEM CORP | 2018-01-19 | 2019-01-14 | $30,943 | $32,303 | -$1,360 | -$1,360 |
| CAMBREX CORP | 2016-03-04 | 2019-08-19 | $65,825 | $45,332 | $20,493 | $20,493 |
| HEALTHCARE SVCS GROUP INC | 2017-01-13 | 2019-07-11 | $25,052 | $17,072 | $7,980 | $7,980 |
| CYBER-ARK SOFTWARE LTD | 2019-01-07 | 2019-01-09 | $16,652 | $11,600 | $5,052 | $5,052 |
| NICE SYSTEMS LTD ADR | 2016-03-07 | 2019-10-17 | $8,102 | $5,567 | $2,535 | $2,535 |
| ADOBE | 2018-11-23 | 2019-05-07 | $20,625 | $16,531 | $4,094 | $4,094 |
| BOSTON SCIENTIFIC CORP | 2018-10-16 | 2019-05-09 | $21,990 | $22,852 | -$862 | -$862 |
| BROADCOM LTD SHS | 2016-07-20 | 2019-05-09 | $10,987 | $5,893 | $5,094 | $5,094 |
| CHARLES SCHWAB | 2016-12-29 | 2019-06-27 | $35,022 | $34,951 | $71 | $71 |
| INVESCO QQQ TRUST SERIES 1 | 2019-09-16 | 2019-10-04 | $36,658 | $38,791 | -$2,133 | -$2,133 |
| INVESCO QQQ TRUST SERIES 1 | 2018-10-16 | 2019-05-09 | $46,403 | $44,004 | $2,399 | $2,399 |
| ISHARES MSCI EMERGIN MKTS ETF | 2018-12-31 | 2019-10-04 | $44,159 | $44,557 | -$398 | -$398 |
| FED US TRSY CSHRES | 2019-06-05 | 2019-06-27 | $125,000 | $100,000 | $25,000 | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $160,978 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $36,155 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $160,407 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,201,976 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050096 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $138,326 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,792,134 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049541 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $137,440 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,457,174 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055934 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $137,842 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,673,012 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051568 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $139,103 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,734,830 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050863 | DistributionYr5Rt |
| Total Distribution | 0.258002 | TotalDistributionRt |
| Average Distribution | 0.051600 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,290,536 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $169,792 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,618 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $171,410 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $175,698 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,618 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,618 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,618 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $1,620 | 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 | 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 | $62,400 | $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 | $3,333,554 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,092 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,340,646 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,340,646 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,110 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,290,536 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $164,527 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $164,527 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,618 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,618 | TotalTaxAmt |
| Distributable Before Adj | $162,909 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $162,909 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $162,909 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $175,698 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $175,698 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,618 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $174,080 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $162,909 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,380 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,347 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,905 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $372 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,004 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $175,698 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $162,909 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,789 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $33,793 | 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 | $1,380 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,413 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,347 | ExcessFromYear4Amt |
| Excess From Year3 | $14,905 | ExcessFromYear3Amt |
| Excess From Year1 | $372 | ExcessFromYear1Amt |
| Excess From Current Year | $12,789 | ExcessFromCurrentYearAmt |
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 (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|---|
| ADVOCATES FOR ARTS-BASED ED COR | ||||||||
| 5624 FRERET STREET | NEW ORLEANS | LA | 70115 | NONE | PROGRAM SUPPORT | $2,000 | ||
| 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 | $2,000 | ||
| 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 | ||
| CAPITAL REG SPONSOR SCHOLARINC | ||||||||
| 1 UNITED WAY | ALBANY | NY | 12205 | NONE | PROGRAM SUPPORT | $2,000 | ||
| CHRISTIAN COMMUNITY STOREHOUSE | ||||||||
| 12001 KATY ROAD | FORT WORTH | TX | 76244 | NONE | PROGRAM SUPPORT | $1,000 | ||
| CITY COLLEGE FUND | ||||||||
| 160 CONVENT AVENUE SHEPARD HALL | NEW YORK | NY | 10031 | NONE | SCHOLARSHIP | $2,500 | SUITE 166 | |
| COLLEGE TRACK | ||||||||
| 2225 CONGRESS STREET | NEW ORLEANS | LA | 70117 | NONE | PROGRAM SUPPORT | $1,000 | ||
| COLLEGE VISIONS | ||||||||
| 131 WASHINGTON STREET SUITE 205 | PROVIDENCE | RI | 02903 | NONE | PROGRAM SUPPORT | $1,000 | ||
| EDUCATION FDN OF SARASOTA COUNTY | ||||||||
| 1960 LANDINGS BLVD SUITE 120 | SARASOTA | FL | 34231 | NONE | PROGRAM SUPPORT | $1,000 | ||
| FIRST | ||||||||
| 200 BEFORD STREET | MANCHESTER | NH | 03101 | NONE | PROGRAM SUPPORT | $7,500 | ||
| FIRST LOUISIANA-MISSISSIPPI IN | ||||||||
| 3421 N CAUSEWAY BLVD SUITE 805 | METAIRIE | LA | 70002 | NONE | PROGRAM SUPPORT | $7,500 | ||
| FRANCES MCGLANNAN FOUNDATION I | ||||||||
| 10770 SW 84TH STREET | MIAMI | FL | 33173 | NONE | PROGRAM SUPPORT | $1,000 | ||
| GEORGE WASHINGTON UNIVERSITY | ||||||||
| 800 22ND STREET NW STE 2885 | WASHINGTON | DC | 20052 | NONE | SCHOLARSHIP | $4,250 | ||
| GREATER N O STEM INITIATIVE | ||||||||
| PO BOX 6123 | METAIRIE | LA | 70009 | NONE | PROGRAM SUPPORT | $1,000 | ||
| 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 ALGONQUIN ROAD | PALATINE | IL | 60067 | NONE | PROGRAM SUPPORT | $2,500 | ||
| HELP OHIO DBA CHILI LEARNING CE | ||||||||
| 29445 COUNTY ROAD 10 | FRESNO | OH | 43824 | NONE | PROGRAM SUPPORT | $1,000 | ||
| HOPECAM INC | ||||||||
| 121 SUNSET HILLS ROAD STE C-10 | RESTON | VA | 20190 | NONE | PROGRAM SUPPORT | $2,500 | ||
| JCC METROWEST NJ | ||||||||
| 76 NORTHFIELD AVENUE | W ORANGE | NJ | 07052 | NONE | PROGRAM SUPPORT | $2,500 | ||
| 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 | $3,000 | ||
| LOUISIANA PHILHARMONIC ORCHESTR | ||||||||
| 1010 COMMON STREET SUITE 2120 | NEW ORLEANS | LA | 70112 | NONE | PROGRAM SUPPORT | $1,000 | ||
| LOUISIANA YOUTH SEMINAR INC | ||||||||
| PO BOX 14241 | BATON ROUGE | LA | 70898 | NONE | PROGRAM SUPPORT | $2,600 | ||
| MAKE MUSIC NOLA | ||||||||
| 1010 N GALVEZ STREET | NEW ORLEANS | LA | 70119 | NONE | PROGRAM SUPPORT | $1,250 | ||
| MINDS MATTER OF PORTLAND | ||||||||
| PO BOX 12089 | PORTLAND | OR | 97212 | NONE | PROGRAM SUPPORT | $2,500 | ||
| N O MATH & SCIENCE | ||||||||
| 5625 LOYOLA AVENUE | NEW ORLEANS | LA | 70115 | NONE | PROGRAM SUPPORT | $1,500 | ||
| NATL WORLD WAR II MUSEUM INC | ||||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | NONE | PROGRAM SUPPORT | $2,500 | ||
| REND LAKE COLLEGE | ||||||||
| 468 N KEN GRAY PARKWAY | INA | IL | 62846 | NONE | SCHOLARSHIP | $1,700 | ||
| SOUTH ALBANY HIGH SCHOOL | ||||||||
| 3705 SE COLUMBUS STREET | ALBANY | OR | 97322 | NONE | SCHOLARSHIP | $1,500 | ||
| STAR KIDS SCHOLARSHIP PROGRAM | ||||||||
| PO BOX 6214 | MIDDLETON | RI | 02842 | NONE | PROGRAM SUPPORT | $2,500 | ||
| STARTING RIGHT NOW INC | ||||||||
| 1212 W CASS STREET | TAMPA | FL | 33606 | NONE | PROGRAM SUPPORT | $2,000 | ||
| STUDENTS TO SCHOLARS | ||||||||
| 1117 SOURWOOD DRIVE | CHAPEL HILL | NC | 27517 | NONE | PROGRAM SUPPORT | $3,300 | ||
| THE SEEING EYE INC | ||||||||
| PO BOX 375 | MORRISTOWN | NJ | 07963 | NONE | PROGRAM SUPPORT | $1,000 | ||
| TRINITY RIVER MISSION INC | ||||||||
| 2060 SINGLETON BLVD SUITE 104 | DALLAS | TX | 75212 | NONE | PROGRAM SUPPORT | $1,000 | ||
| TULANE UNIVERSITY | ||||||||
| 201 LINDY BOGGS | NEW ORLEANS | LA | 70118 | NONE | SCHOLARSHIP | $5,000 | ||
| UNIV PENN | ||||||||
| 382 W STREET ROAD | KENNETT SQUARE | PA | 19348 | NONE | SCHOLARSHIP | $1,555 | 1 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,515 | 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 | $9,632 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,716 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $160,978 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $186,326 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $186,326 | 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 | $1,175 | Amt |
| Net Investment Income | $212 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $963 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,668,869 | EOYBookValueAmt |
| EOYFMV | $2,922,877 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $253,733 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $257,097 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1 | BookValueAmt |
| EOYFMV | $1 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXPENSES | Desc |
| BOY Book Value | $233 | BOYBookValueAmt |
| EOY Book Value | $233 | EOYBookValueAmt |
| EOYFMV | $233 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKET ADJUSTMENTS | Desc |
| Amt | $992,752 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKERAGE FEES | $32,538 | $7,158 | $0 | $25,380 |
| INSURANCE | $931 | $205 | $0 | $726 |
| OFFICE SUPPLIES | $1,057 | $233 | $0 | $824 |
| PAYROLL TAXES | $4,773 | $1,049 | $0 | $3,724 |
| DUES AND SUBSCRIPTIONS | $100 | $22 | $0 | $78 |
| TELEPHONE | $486 | $106 | $0 | $380 |
| WEBSITE DEVELOPMENT | $2,787 | $613 | $0 | $2,174 |
| LICENSES AND PERMITS | $74 | $16 | $0 | $58 |
| POSTAGE AND DELIVERY | $114 | $25 | $0 | $89 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $380 | BOYBookValueAmt |
| EOY Book Value | $402 | EOYBookValueAmt |
Comments