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HEISER FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HEISER FOUNDATION INC (EIN 59-3670526)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-14
IRS object ID
201913189349101686
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-14T11:18:40-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN813654053PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CERTIFIED FINANCIAL & TAXBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line117 OLD KINGS RD N STE JAddressLine1Txt
CityPALM COASTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32137ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593670526EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HEISER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHEISBusinessNameControlTxt
Phone3869869414PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 PAVILION CTAddressLine1Txt
CityPALM COASTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32137ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVE BARNIERPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone3869869414PhoneNum
Signature2019-11-14SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN BARNIER CPAPreparerPersonNm
PTINP00646386PTIN
Phone3864454997PhoneNum
Preparation2019-11-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address104.136.130.122IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-14IPDt
IP Tm11:18:40IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id2343281B0742AA0D67401F6B31A9D18D1C7A4D71AtSubmissionCreationDeviceId
At Submission Filing Device Id2343281B0742AA0D67401F6B31A9D18D1C7A4D71AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$766,703FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,240ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$6,640DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,640DividendsNetInvstIncmAmt
Dividends Adj Net Incm$6,640DividendsAdjNetIncmAmt
Other Income Rev And Expnss$2,797OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,797OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$2,797OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$59,677TotalRevAndExpnssAmt
Total Net Invst Incm$9,437TotalNetInvstIncmAmt
Total Adj Net Incm$9,437TotalAdjNetIncmAmt
Taxes Rev And Expnss$99TaxesRevAndExpnssAmt
Taxes Net Invst Incm$99TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$273TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$273TravConfMeetingNetInvstIncmAmt
Printing And Pub Rev And Expnss$99PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$99PrintingAndPubNetInvstIncmAmt
Other Expenses Rev And Expnss$17,600OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$17,600OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$17,600OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$18,071TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,071TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,600TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$4,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$4,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,821TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,071TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,350TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$36,856ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$9,437AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$102,404CashBOYAmt
Cash EOY$79,823CashEOYAmt
Cash EOYFMV$79,823CashEOYFMVAmt
Other Investments EOY$686,880OtherInvestmentsEOYAmt
Other Investments EOYFMV$686,880OtherInvestmentsEOYFMVAmt
Total Assets BOY$102,404TotalAssetsBOYAmt
Total Assets EOY$766,703TotalAssetsEOYAmt
Total Assets EOYFMV$766,703TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$102,404UnrestrictedBOYAmt
Unrestricted EOY$766,703UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$102,404TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$766,703TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$102,404TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$766,703TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$102,404TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$36,856ExcessRevenueOverExpensesAmt
Other Increases$627,443OtherIncreasesAmt
Subtotal$766,703SubtotalAmt
Tot Net Ast Or Fund Balances EOY$766,703TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,300AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$2,491AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$1,500AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$3,949AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$1,240AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets$428,035NetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$0AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$22,350QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.THEHEISERFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksSTEVE BARNIERIndividualWithBooksNm
Phone3869869414PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line117 OLD KINGS ROAD STE JAddressLine1Txt
CityPALM COASTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32137ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEVE BARNIER
17 OLD KINGS ROAD STE JPALM COASTFL32137VICE PRESIDE2.00$0$0$0
GARY SHERWOOD
10238 JAMES RIVER ROADSHIPMANVA22974SECRETARY2.00$0$0$0
LINDA KEITH
10 BEACH STREETST AUGUSTINEFL32080TREASURER2.00$0$0$0
ROB WITT
2483 CYPRESS TRACE CIRCLEORLANDOFL32825PRESIDENT2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SUPPORT FOR CHILDREN WITH MILITARY CONNECTION AND ORGANIZATIONS THAT SUPPORT CHILDREN WITH MILITARY CONNECTIONS. INCLUDES SCHOLARSHIPS TO STUDENTS AND GRANTS TO ORGANIZATIONS.Description1Txt
Expenses1$22,350Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$343,440AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$91,113AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$434,553TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$434,553AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,518CashDeemedCharitableAmt
Net Vl Noncharitable Assets$428,035NetVlNoncharitableAssetsAmt
Minimum Investment Return$21,402MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$21,402MinimumInvestmentReturnAmt
Distributable Before Adj$21,402DistributableBeforeAdjAmt
Distributable Before Ded$21,402DistributableBeforeDedAmt
Distributable As Adjusted$21,402DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,350ExpensesAndContributionsAmt
Qualifying Distributions$22,350QualifyingDistributionsAmt
Adjusted Qualifying Distri$22,350AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,402DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,240ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,123ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$285ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,500ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$11,300ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$17,448TotalExcessDistributionCyovAmt
Qualifying Distributions$22,350QualifyingDistributionsAmt
Applied To Current Year$21,402AppliedToCurrentYearAmt
Remaining Distri From Corpus$948RemainingDistriFromCorpusAmt
Total Corpus$18,396TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,240ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$17,156ExcessDistriCyovToNextYrAmt
Excess From Year4$2,123ExcessFromYear4Amt
Excess From Year3$285ExcessFromYear3Amt
Excess From Year2$2,500ExcessFromYear2Amt
Excess From Year1$11,300ExcessFromYear1Amt
Excess From Current Year$948ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1TEENS IN FLIGHTBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line123 FELWOOD LANEAddressLine1Txt
CityPALM COASTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32137ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeMILITARY TEEN PILOTING PROGRAMGrantOrContributionPurposeTxt
Amt$4,750Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$4,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,640RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,797RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9,437RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,437TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4DIVIDENDS USED FOR CHARITABLE PURPOSES
7INVESTMENT INCOME USED FOR CHARITABLE PURPOSES

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
SILVA FIDUCIARY ADVISORSFMV$156,869$156,869
LPL (1061-1866)FMV$51,708$51,708
LPL (7716-1370)FMV$153,791$153,791
LPL (1713-1665)FMV$324,512$324,512

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
SCHOLARSHIPS$17,600$17,600$17,600

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescAXA EQUITABLE 1099-RDesc
Revenue And Expenses Per Books$2,797RevenueAndExpensesPerBooksAmt
Net Investment Income$2,797NetInvestmentIncomeAmt
Adjusted Net Income$2,797AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescFOUNDER ENDOWMENTDesc
Amt$627,443Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$99Amt
Net Investment Income$99NetInvestmentIncomeAmt

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