BRUCE J HEIM FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE J HEIM FOUNDATION (EIN 13-3389060)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-01
- IRS object ID
- 202611219349102041
- Schema version
- 2025v4.1
- 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
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-01T14:02:52-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 720136870 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOURGEOIS BENNETT LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 VETERANS BLVD SUITE 1700 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | 5043210040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3525 N CAUSEWAY BLVD SUITE 605 | 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 | 5043210040 | PhoneNum |
| Signature | 2026-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN R RUSSELL | PreparerPersonNm |
| PTIN | P01283411 | PTIN |
| Phone | 5048314949 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,600,931 | 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 | $7,334 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,334 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,334 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $24,710 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,710 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $24,710 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $230,279 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $709,619 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $230,279 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $262,323 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $262,323 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $32,044 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $77,100 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,962 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $60,138 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $660 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,340 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,703 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,237 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $4,386 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $114 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $200 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $14,177 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,119 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,058 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,003 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $661 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,342 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,700 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,794 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $48,906 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $169,797 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,433 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $200 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $129,170 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $97,090 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $97,090 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $266,887 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,433 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $200 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $226,260 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,564 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $225,890 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $31,844 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,563 | CashBOYAmt |
| Cash EOY | $3,774 | CashEOYAmt |
| Cash EOYFMV | $3,774 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $232,299 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $82,002 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $82,002 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,157 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,028 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,028 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $2,203,197 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,356,702 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,505,953 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,974 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,140 | LandBOYAmt |
| Land EOY | $1,026 | LandEOYAmt |
| Land EOYFMV | $1,026 | LandEOYFMVAmt |
| Other Assets BOY | $1,148 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,148 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,148 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,456,504 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,451,680 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,600,931 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $635 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $375 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $635 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $375 | 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 | -$788,727 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$793,291 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,455,869 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,451,305 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,456,504 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,451,680 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,455,869 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,564 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,451,305 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,451,305 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| BANK OF AMERICA | $54,803 | $67,814 | -$13,011 | -$13,011 |
| BANK OF AMERICA | $543,537 | $354,544 | $188,993 | $188,993 |
| MORGAN STANLEY | $111,279 | $56,982 | $54,297 | $54,297 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $230,279 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$13,011 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,140 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,140 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,140 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $17 | EsPenaltyAmt |
| Overpayment | $343 | OverpaymentAmt |
| Applied To ES Tax | $343 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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.BRUCEHEIMFOUNDATION.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 | 3525 N CAUSEWAY BLVD STE 605 | 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 | ||||||||
| 3525 N CAUSEWAY BLVD STE 605 | METAIRIE | LA | 70002 | TRUSTEE | 35.00 | $73,500 | $0 | $0 |
| JAMES A CUNNINGHAM | ||||||||
| 2 GARRISON COURT | DURHAM | NC | 27705 | 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 | $4,579,025 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $260,325 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,839,350 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,839,350 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,590 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,766,760 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $238,338 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $238,338 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,140 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,140 | TotalTaxAmt |
| Distributable Before Adj | $235,198 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $235,198 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $235,198 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $226,260 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $226,260 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $235,198 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $9,707 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $9,707 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $226,260 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $226,260 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $8,938 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,938 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $769 | 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 | $769 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $769 | ExcessFromYear4Amt |
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 | 3525 N CAUSEWAY BLVD STE 605 | 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 SUCH A GRANT 4. A STATEMENT OF NEED, AND 5. A STATEMENT VERIFYING THE APPLICANT'S 501(C) STATUS OTHER DOCUMENTS, SUCH 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 (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY FOR TEACHERS INC | |||||||
| 10 WEST 90TH ST 9 | NEW YORK | NY | 10024 | NONE | NC | PROGRAM SUPPORT | $1,000 |
| ALICE FERGUSON FOUNDATION | |||||||
| 2001 BRYAN POINT ROAD | ACCOKEK | MD | 20607 | NONE | NC | PROGRAM SUPPORT | $2,500 |
| ASU FOUNDATION | |||||||
| PO BOX 32045 | BOONE | NC | 28608 | NONE | NC | PROGRAM SUPPORT | $2,500 |
| BIG BROTHERS BIG SISTERS OF CHICAGO | |||||||
| 560 W LAKE STREET | CHICAGO | IL | 60661 | NONE | NC | PROGRAM SUPPORT | $1,000 |
| BIODESIGN CHALLENGE INC | |||||||
| 7 MONTAGUE TERRACE STE 4A | BROOKLYN | NY | 11201 | NONE | NC | PROGRAM SUPPORT | $1,000 |
| BIOMEDICAL RESEARCH FOUNDATION NW LA | |||||||
| 2031 KINGS HIGHWAY | SHREVEPORT | LA | 71103 | NONE | NC | SCHOLARSHIP SUPPORT | $4,060 |
| CALIFORNIA STATE SUMMER SCHOOL ARTS FOUNDATION | |||||||
| 6060 CENTER DRIVE FL 10 | LOS ANGELES | CA | 90045 | NONE | NC | PROGRAM SUPPORT | $1,000 |
| CANINE COMPANIONS | |||||||
| 7710 LAS COLINAS RIDGE | IRVING | TX | 75063 | NONE | NC | PROGRAM SUPPORT | $1,380 |
| CASA MANANA MUSICALS INC | |||||||
| 3101 WEST LANCASTER AVE | FORT WORTH | TX | 76107 | NONE | NC | PROGRAM SUPPORT | $1,000 |
| CHIMP HAVEN | |||||||
| 13600 CHIMPANZEE PLACE | KEITHVILLE | LA | 71047 | NONE | NC | PROGRAM SUPPORT | $1,000 |
| CITIZEN LAW EDUCATION PROGRAMMD YOUTH THE LAW INC | |||||||
| 190 WEST OSTEND STREET SUITE 200 | BALTIMORE | MD | 21230 | NONE | NC | PROGRAM SUPPORT | $1,000 |
| EDUCATION FOUNDATION OF SARASOTA | |||||||
| 2000 WEBBER STREET SUITE 130 | SARASOTA | FL | 34239 | NONE | NC | PROGRAM SUPPORT | $1,600 |
| FAIRLEIGH DICKINSON UNIVERSITY-METROPOLITAN CAMPUS | |||||||
| 1000 RIVER ROAD H-DH1-03 | TEANECK | NJ | 07666 | NONE | NC | PROGRAM SUPPORT | $2,500 |
| FAYETTE COUNTY PUBLIC SCHOOL EDUCATION FOUNDATION | |||||||
| PO BOX 910951 | LEXINGTON | KY | 40591 | NONE | NC | PROGRAM SUPPORT | $1,000 |
| FIRST LOUISIANA-MISSISSIPPI INC | |||||||
| PO BOX 1661 | METAIRIE | LA | 70004 | NONE | NC | PROGRAM SUPPORT | $7,500 |
| FRIDA CINEMA | |||||||
| 305 E 4TH ST STE 100 | SANTA ANA | CA | 92701 | NONE | NC | PROGRAM SUPOORT | $1,500 |
| GLOBAL ARTS CORPORATION | |||||||
| 6610 CHURCH STREET | LOS ANGELES | CA | 90042 | NONE | NC | PROGRAM SUPPORT | $3,500 |
| GREATER NO SCIENCE & ENG FAIR TULANE UNIVERSITY | |||||||
| 201 LINDY BOGGS STE 201 | NEW ORLEANS | LA | 70118 | NONE | NC | PROGRAM SUPPORT | $500 |
| JEFFERSON DOLLARS FOR SCHOLARS | |||||||
| PO BOX 6526 | METAIRIE | LA | 70009 | NONE | NC | SCHOLARSHIP SUPPORT | $3,000 |
| JEWISH HOME LIFECARE MANHATTAN | |||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | NONE | NC | SCHOLARSHIP SUPPORT | $3,000 |
| JOFFREY BALLET CENTER CONCEERT GROUP | |||||||
| 434 6TH AVENUE 3RD FLOOR | NEW YORK | NY | 10011 | NONE | NC | PROGRAM SUPPORT | $1,000 |
| LOUISIANA YOUTH SEMINARS INC | |||||||
| PO BOX 14241 | BATON ROUGE | LA | 70898 | NONE | NC | SCHOLARSHIP SUPPORT | $4,000 |
| MOUNT CARMEL ACADEMY | |||||||
| 7027 MILNE BOULEVARD | NEW ORLEANS | LA | 70124 | NONE | NC | PROGRAM SUPPORT | $750 |
| MUSEUM OF SOUTHERN JEWISH EXPERIENCE | |||||||
| 818 HOWARD AVE | NEW ORLEANS | LA | 70113 | NONE | NC | PROGRAM SUPPORT | $3,000 |
| NATIONAL WORLD WAR II MUSEUM | |||||||
| 945 MAGAZINE ST | NEW ORLEANS | LA | 70130 | NONE | NC | PROGRAM SUPPORT | $2,500 |
| NEW ORLEANS MUSEUM OF ART | |||||||
| PO BOX 19123 | NEW ORLEANS | LA | 70179 | NONE | NC | PROGRAM SUPPORT | $2,500 |
| PLATINUM MINDS | |||||||
| 95 W MAIN STREET SUITE 5-166 | CHESTER | NJ | 07930 | NONE | NC | PROGRAM SUPPORT | $2,000 |
| ROSIE'S THEATER KIDS INC | |||||||
| 445 W 45TH STREET | NEW YORK | NY | 10036 | NONE | NC | PROGRAM SUPPORT | $1,000 |
| RYMAN ARTS | |||||||
| 1933 S BROADWAY 11TH FL STE 1138 | LOS ANGELES | CA | 90007 | NONE | NC | PROGRAM SUPPORT | $1,500 |
| SAN BERNARDINO SYMPHONY ORCHESTRA | |||||||
| PO BOX 109 | SAN BERNARDINO | CA | 92402 | NONE | NC | PROGRAM SUPPORT | $2,000 |
| SAN DIEGO CIVIC YOUTH BALLET INC | |||||||
| 1650 EL PRADO SUITE 209 | SAN DIEGO | CA | 92101 | NONE | NC | PROGRAM SUPPORT | $3,000 |
| SEATTLE CHAMBER MUSIC FESTIVAL | |||||||
| 601 UNION STREET STE 220 | SEATTLE | WA | 98101 | NONE | NC | PROGRAM SUPPORT | $1,000 |
| STEM LIBRARY LAB | |||||||
| 3011 N 1-10 SERVICE RD E | METAIRIE | LA | 70002 | NONE | NC | PROGRAM SUPPORT | $1,500 |
| STUDENTS TO SCHOLARS | |||||||
| PO BOX 52022 | DURHAM | NC | 27717 | NONE | NC | PROGRAM SUPPORT | $7,500 |
| TENNESSEE WILLIAMS & NEW ORLEANS LITERARY FESTIVAL | |||||||
| 938 LAFAYETTE ST STE 514 | NEW ORLEANS | LA | 70113 | NONE | NC | PROGRAM SUPPORT | $1,500 |
| THE INTERNATIONAL CENTER | |||||||
| ONE INDIANA SQUARE SUITE 2000 | INDIANAPOLIS | IN | 46204 | NONE | NC | PROGRAM SUPPORT | $1,800 |
| THE POSSE FOUNDATION NEW ORLEANS | |||||||
| 1555 POYDRAS ST STE 470 | NEW ORLEANS | LA | 70112 | NONE | NC | PROGRAM SUPPORT | $3,000 |
| THE SEEING EYE | |||||||
| P O BOX 375 | MORRISTON | NJ | 07963 | NONE | NC | PROGRAM SUPPORT | $1,000 |
| THE WATTS2 BOSTON FOUNDATION | |||||||
| P O BOX 934 | WESTWOOD | MA | 02090 | NONE | NC | PROGRAM SUPPORT | $1,000 |
| TULANE UNIVERSITY | |||||||
| 201 LINDY CLAIBORNE BOGGS CENTER | NEW ORLEANS | LA | 70118 | NONE | NC | PROGRAM SUPPORT | $8,500 |
| UNIVERSITY OF FLORIDA FOUNDATION | |||||||
| 1507 UNIVERSITY AVE | GAINESVILLE | FL | 32611 | NONE | NC | SCHOLARSHIP SUPPORT | $3,000 |
| UNIVERSITY OF NEW ORLEANS-WWNO-FM RADIO | |||||||
| 2000 LAKESHORE DRIVE | NEW ORLEANS | LA | 70148 | NONE | NC | PROGRAM SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $97,090 | 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 | $7,334 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,710 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $230,279 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $262,323 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $262,323 | 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 | $3,000 | Amt |
| Net Investment Income | $660 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,340 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LEASEHOLD IMPROVEMENTS | PropertyDesc |
| Acquired | 2024-01-01 | AcquiredDt |
| Cost Or Other Basis | $3,000 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $60 | PriorYearDepreciationAmt |
| Computation Method | 150DB | ComputationMethodTxt |
| Life | 15.000000000000 | LifeRt |
| Current Year Expense | $114 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $200 | AdjustedNetIncomeAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED TO BE FURNISHED A COPY. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCKS | StockNm |
| EOY Book Value | $2,356,702 | EOYBookValueAmt |
| EOYFMV | $4,505,953 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LEASEHOLD IMPROVEMENTS | CategoryOrItemTxt |
| Cost Or Other Basis | $3,000 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,974 | AccumulatedDepreciationAmt |
| Book Value | $1,026 | BookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENT SECURITY DEPOSIT | Desc |
| BOY Book Value | $1,148 | BOYBookValueAmt |
| EOY Book Value | $1,148 | EOYBookValueAmt |
| EOYFMV | $1,148 | EOYFMVAmt |
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 | $47,291 | $10,404 | $0 | $36,887 |
| INSURANCE | $2,025 | $446 | $0 | $1,579 |
| OFFICE SUPPLIES | $2,410 | $530 | $0 | $1,880 |
| DUES AND SUBSCRIPTIONS | $1,560 | $343 | $0 | $1,217 |
| POSTAGE AND DELIVERY | $155 | $34 | $0 | $121 |
| MISCELLANEOUS | $4,208 | $926 | $0 | $3,282 |
| OFFICE EXPENSE | $620 | $136 | $0 | $484 |
| COMPUTER AND INTERNET CHARGES | $3,946 | $868 | $0 | $3,078 |
| TELEPHONE | $485 | $107 | $0 | $378 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $635 | BOYBookValueAmt |
| EOY Book Value | $375 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $5,623 | $1,237 | $0 | $4,386 |
| INCOME TAX | $4,080 | $0 | $0 | $0 |
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