BETA

HEISER FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
HEISER FOUNDATION INC (EIN 59-3670526)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-04-17
IRS object ID
201731079349100708
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-04-17T14:49:17+00:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 DAddressLine1Txt
CityPALM COASTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP321378283ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

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)
PersonFRANCES HEISERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3869869414PhoneNum
Signature2017-04-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN BARNIER CPAPreparerPersonNm
PTINP00646386PTIN
Phone3864454997PhoneNum
Preparation2017-04-09PreparationDt

Filing Security Information FilingSecurityInformation

FieldValueIRS element (for citing)
At Submission Creation Device Id2343281B0742AA0D67401F6B31A9D18D1C7A4D71AtSubmissionCreationDeviceId
At Submission Filing Device Id44B4A3C7E877404601CF885AB8FBA9678FFAD0AFAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$81,240FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$46DividendsRevAndExpnssAmt
Dividends Net Invst Incm$46DividendsNetInvstIncmAmt
Dividends Adj Net Incm$46DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,176NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$26,689GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$809CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$48,870TotalRevAndExpnssAmt
Total Net Invst Incm$855TotalNetInvstIncmAmt
Total Adj Net Incm$46TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$400AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$1TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$1,500OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$1,500OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,901TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,901TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$45,969ExcessRevenueOverExpensesAmt
Net Investment Income$855NetInvestmentIncomeAmt
Adjusted Net Income$46AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$35,271CashBOYAmt
Cash EOY$81,240CashEOYAmt
Cash EOYFMV$81,240CashEOYFMVAmt
Total Assets BOY$35,271TotalAssetsBOYAmt
Total Assets EOY$81,240TotalAssetsEOYAmt
Total Assets EOYFMV$81,240TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$35,271UnrestrictedBOYAmt
Unrestricted EOY$81,240UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$35,271TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$81,240TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$35,271TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$81,240TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$35,271TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$45,969ExcessRevenueOverExpensesAmt
Subtotal$81,240SubtotalAmt
Tot Net Ast Or Fund Balances EOY$81,240TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$809CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$24,892NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.060260DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,949AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$36,554NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.108032DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,240AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$1,149AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$1,898AdjustedQlfyDistriYr5Amt
Total Distribution0.168292TotalDistributionRt
Average Distribution0.084146AverageDistributionRt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Net Investment Income Pct$9NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$9AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$9InvestmentIncomeExciseTaxAmt
Subtotal$9SubtotalAmt
Tax Based On Investment Income$9TaxBasedOnInvestmentIncomeAmt
Tax Due$9TaxDueAmt

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
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 BooksFRANCES HEISERIndividualWithBooksNm
Phone3869869414PhoneNum

Location Of Books Foreign Address LocationOfBooksForeignAddress

FieldValueIRS element (for citing)
Address Line110 LIVE OAK LANEAddressLine1Txt
CityPALM COASTCityNm
CountryUVCountryCd
Foreign Postal32137ForeignPostalCd
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

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
FRANCES HEISER
10 LIVE OAK LANEPALM COASTFL32137PRESIDENT000.00$0$0$0
GARY SHERWOOD
10238 JAMES RIVER ROADSHIPMANVA22974DIRECTOR000.00$0$0$0
LINDA KEITH
10 BEACH STREETST AUGUSTINEFL32080OFFICER000.00$0$0$0
ROB WITT
2483 CYPRESS TRACE CIRCLEORLANDOFL32825OFFICER000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$9TaxBasedOnInvestmentIncomeAmt
Total Tax$9TotalTaxAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,500ExpensesAndContributionsAmt
Qualifying Distributions$2,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$9PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,491AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,900ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,150ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,240ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,123ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$285ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6,698TotalExcessDistributionCyovAmt
Qualifying Distributions$2,500QualifyingDistributionsAmt
Remaining Distri From Corpus$2,500RemainingDistriFromCorpusAmt
Total Corpus$9,198TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,900ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,298ExcessDistriCyovToNextYrAmt
Excess From Year4$1,150ExcessFromYear4Amt
Excess From Year3$1,240ExcessFromYear3Amt
Excess From Year2$2,123ExcessFromYear2Amt
Excess From Year1$285ExcessFromYear1Amt
Excess From Current Year$2,500ExcessFromCurrentYearAmt

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 Line1PALM COAST ARTS FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1210 OLD KINGS ROAD S 900AddressLine1Txt
CityPALM COASTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32136ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeARTS IN FLAGLER COUNTY, FLGrantOrContributionPurposeTxt
Amt$1,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$46RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$1,176RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$1,130RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$1,130TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$400Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
VOYA2015-12PURCHASE2016-12$674$666$8
VOYA2014-12PURCHASE2016-12$25,206$27,199-$1,993

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
CHARITABLE DONATIONS$1,500$1,500

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$1Amt

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