Civic Intelligence

The Bernice Heffernan Family Foundation

EIN 33-0954861 • Newport Beach, CA

5100 Birch St Ste 200Newport Beach, CA 92660
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2025

Net Margin

6th percentile

-370%

Higher net margin than 6% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

15th percentile

-61%

Faster revenue growth than 15% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$0

Down $88,458 (-100%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$0

Down $88,458 (-100%) from 2024

Revenue

Down

$23,909

Down $37,957 (-61%) from 2024

Expenses

Down

$112,367

Down $107,207 (-49%) from 2024

Net Income

Up

-$88,458

Up $69,250 (+44%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2012: $1,036,289Liabilities 2012: $0Net Assets 2012: $1,036,2892012Assets 2013: $1,062,999Liabilities 2013: $0Net Assets 2013: $1,062,9992013Assets 2014: $1,023,397Liabilities 2014: $0Net Assets 2014: $1,023,3972014Assets 2015: $975,551Liabilities 2015: $0Net Assets 2015: $975,5512015Assets 2016: $883,671Liabilities 2016: $0Net Assets 2016: $883,6712016Assets 2017: $815,004Liabilities 2017: $0Net Assets 2017: $815,0042017Assets 2018: $774,470Liabilities 2018: $0Net Assets 2018: $774,4702018Assets 2019: $684,307Liabilities 2019: $0Net Assets 2019: $684,3072019Assets 2020: $540,570Liabilities 2020: $0Net Assets 2020: $540,5702020Assets 2021: $460,995Liabilities 2021: $0Net Assets 2021: $460,9952021Assets 2022: $382,781Liabilities 2022: $0Net Assets 2022: $382,7812022Assets 2023: $246,166Liabilities 2023: $0Net Assets 2023: $246,1662023Assets 2024: $88,458Liabilities 2024: $0Net Assets 2024: $88,4582024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100K-$200KExpenses 2012: $86,6122012Revenue 2013: $154,868Expenses 2013: $128,158Net Income 2013: $26,7102013Revenue 2014: $136,171Expenses 2014: $175,773Net Income 2014: -$39,6022014Revenue 2015: $122,093Expenses 2015: $169,939Net Income 2015: -$47,8462015Revenue 2016: $107,019Expenses 2016: $198,899Net Income 2016: -$91,8802016Revenue 2017: $112,585Expenses 2017: $181,252Net Income 2017: -$68,6672017Revenue 2018: $140,464Expenses 2018: $180,998Net Income 2018: -$40,5342018Revenue 2019: $83,081Expenses 2019: $173,244Net Income 2019: -$90,1632019Revenue 2020: $28,605Expenses 2020: $173,342Net Income 2020: -$144,7372020Revenue 2021: $69,051Expenses 2021: $148,626Net Income 2021: -$79,5752021Revenue 2022: $62,854Expenses 2022: $141,068Net Income 2022: -$78,2142022Revenue 2023: $35,479Expenses 2023: $172,094Net Income 2023: -$136,6152023Revenue 2024: $61,866Expenses 2024: $219,574Net Income 2024: -$157,7082024Revenue 2025: $23,909Expenses 2025: $112,367Net Income 2025: -$88,4582025

Highlighted filing

2025

Revenue$23,909
Expenses$112,367
Net Income-$88,458

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.11$0.09
2024Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.06$0.22$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.04$0.17$0.14
2022Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.06$0.14$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.07$0.15$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.03$0.17$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.08$0.17$0.09
2018Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.14$0.18$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.11$0.18$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.11$0.20$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.12$0.17$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.14$0.18$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.15$0.13$0.03
2012Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Jul 31, 2025
Signed
Jan 30, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN HEFFERNANDirector-$0--
PATRICK HEFFERNANDirector-$0--
ROBERT HEFFERNANDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantOUR LADY OF THE LAKE PARISHGENERAL & UNRESTRICTED-LAKE OSWEGO, OR, US$55,545
Paid GrantSACRED HEART SCHOOLGENERAL & UNRESTRICTED-RED BLUFF, CA, US$25,000
Paid GrantSACRED HEART RETREAT APOSTOLATEGENERAL & UNRESTRICTED-SANTA ANA, CA, US$10,000
Paid GrantVERBUM DEI HIGH SCHOOLGENERAL & UNRESTRICTED-LOS ANGELES, CA, US$10,000
Paid GrantUNIVERSITY OF PORTLANDGENERAL & UNRESTRICTED-PORTLAND, OR, US$5,000
Filing and Contact Details

Filer

Filer Name
The Bernice Heffernan Family Foundation
EIN
33-0954861
Address
5100 BIRCH ST STE 200, NEWPORT BEACH, CA 92660

Signing Officer

Name
John Heffernan
Title
Director
Phone
9496404300
Signed
2026-01-30
Raw XML Appendix369 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05100 BIRCH ST STE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEWPORT BEACH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092660
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JOHN B HEFFERNAN A LAW CORPORATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum09496404300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt055545
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL & UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL & UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL & UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL & UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL & UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0OUR LADY OF THE LAKE PARISH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SACRED HEART RETREAT APOSTOLATE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3VERBUM DEI HIGH SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SACRED HEART SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0790 A AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15000 NORTH WILLAMETTE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22927 SOUTH GREENVILLE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt311100 SOUTH CENTRAL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42255 MONROE AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAKE OSWEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PORTLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SANTA ANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LOS ANGELES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4RED BLUFF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097034
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd197203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd292704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd390059
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd496080
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0105545
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0208185
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0148762
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0110224
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0110979
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0131020
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0131020
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0683695
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0105545
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0208185
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0148762
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0110224
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0110979
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02023
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0105545
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0105545
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0814715
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0709170
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0FULL LIQUIDATION CORPORATION WOUND UP AND TERMINATED
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVISORY SERVICES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CA DEPT. OF JUSTICE ANNUAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0215
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt15747
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0215
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt15747
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt250
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0810
TaxesSchedule/TaxesDetail/CategoryTxt0IRS EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0810
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN HEFFERNAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum09496404300
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERNICE HEFFERNAN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0330954861
ReturnHeader/Filer/ForeignPhoneNum09496404300
ReturnHeader/Filer/USAddress/AddressLine1Txt05100 BIRCH ST STE 200
ReturnHeader/Filer/USAddress/CityNm0NEWPORT BEACH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092660
ReturnHeader/ReturnTs02026-01-29T10:52:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02025

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