HEISER FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: HEISER FOUNDATION INC (EIN 59-3670526)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-05-15
IRS object ID: 201511359349100331
Schema version: 2014v5.0
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
Form 990-PF
Accounting Fees Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-05-15T07:54:25-05:00	ReturnTs
Tax Period End	2014-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	453815140	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BARNIER & WEBBER LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	17 OLD KINGS RD N STE D	AddressLine1Txt
City	PALM COAST	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	321378283	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2014-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	593670526	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE HEISER FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HEIS	BusinessNameControlTxt
Phone	3869869414	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	10 LIVE OAK LANE	AddressLine1Txt
City	PALM COAST	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	32137	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	FRANCES HEISER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	3869869414	PhoneNum
Signature	2015-03-30	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	STEPHEN BARNIER CPA	PreparerPersonNm
PTIN	P00646386	PTIN
Phone	3864454997	PhoneNum
Preparation	2015-04-02	PreparationDt

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$42,905	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$9,250	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$78	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$78	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$78	InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss	$9,328	TotalRevAndExpnssAmt
Total Net Invst Incm	$78	TotalNetInvstIncmAmt
Total Adj Net Incm	$78	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$300	AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss	$61	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$3,970	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$3,950	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$4,331	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$3,950	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$0	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$4,331	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$3,950	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$4,997	ExcessRevenueOverExpensesAmt
Net Investment Income	$78	NetInvestmentIncomeAmt
Adjusted Net Income	$78	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$37,908	CashBOYAmt
Cash EOY	$42,905	CashEOYAmt
Cash EOYFMV	$42,905	CashEOYFMVAmt
Total Assets BOY	$37,908	TotalAssetsBOYAmt
Total Assets EOY	$42,905	TotalAssetsEOYAmt
Total Assets EOYFMV	$42,905	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$37,908	UnrestrictedBOYAmt
Unrestricted EOY	$42,905	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$37,908	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$42,905	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$37,908	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$42,905	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$37,908	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$4,997	ExcessRevenueOverExpensesAmt
Subtotal	$42,905	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$42,905	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$1,240	AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2	$1,149	AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3	$1,898	AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4	$1,625	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets	$36,554	NetVlNoncharitableAssetsAmt
Net Investment Income Pct	$1	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$1	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$3,950	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	InvestmentIncomeExciseTaxAmt
Subtotal	$1	SubtotalAmt
Tax Based On Investment Income	$1	TaxBasedOnInvestmentIncomeAmt
Tax Due	$1	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	FRANCES HEISER	IndividualWithBooksNm
Phone	3869869414	PhoneNum

Location Of Books Foreign Address LocationOfBooksForeignAddress

Field	Value	IRS element (for citing)
Address Line1	10 LIVE OAK LANE	AddressLine1Txt
City	PALM COAST	CityNm
Country	UV	CountryCd
Foreign Postal	32137	ForeignPostalCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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
FRANCES HEISER
10 LIVE OAK LANE	PALM COAST	FL	32137	PRESIDENT	2.00	$0	$0	$0
GARY SHERWOOD
10238 JAMES RIVER ROAD	SHIPMAN	VA	22974	DIRECTOR	0.50	$0	$0	$0
LINDA KEITH
10 BEACH STREET	ST AUGUSTINE	FL	32080	OFFICER	0.50	$0	$0	$0
ROB WITT
2483 CYPRESS TRACE CIRCLE	ORLANDO	FL	32825	OFFICER	0.50	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$24,351	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$8,009	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$4,751	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$37,111	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$37,111	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$557	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$36,554	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,828	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,828	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1	TotalTaxAmt
Distributable Before Adj	$1,827	DistributableBeforeAdjAmt
Distributable Before Ded	$1,827	DistributableBeforeDedAmt
Distributable As Adjusted	$1,827	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$3,950	ExpensesAndContributionsAmt
Qualifying Distributions	$3,950	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$1	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$3,949	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,827	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4	$1,625	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$1,900	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,150	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,240	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$5,915	TotalExcessDistributionCyovAmt
Qualifying Distributions	$3,950	QualifyingDistributionsAmt
Applied To Current Year	$1,827	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$2,123	RemainingDistriFromCorpusAmt
Total Corpus	$8,038	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$8,038	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,625	ExcessFromYear4Amt
Excess From Year3	$1,900	ExcessFromYear3Amt
Excess From Year2	$1,150	ExcessFromYear2Amt
Excess From Year1	$1,240	ExcessFromYear1Amt
Excess From Current Year	$2,123	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$78	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$78	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$78	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT ACCOUNTING FEES	CategoryTxt
Amt	$300	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
CHARITABLE DONATIONS	$3,950	$3,950
OFFICE EXPENSES	$20

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	INDIRECT LICENSES	CategoryTxt
Amt	$61	Amt

HEISER FOUNDATION INC: Form 990PF, tax year 2014

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books Foreign Address LocationOfBooksForeignAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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