Civic Intelligence

Heymann - Wolf Foundation

990PF • Fiscal year 2021 • EIN 72-6019363

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

Organization Profile
4540 Bancroft DriveNew Orleans, LA 70122

(504) 450-0631

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

84th percentile

0.01x

Higher debt load relative to assets than 84% of similar nonprofits.

2021 filings • NTEE T • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

89th percentile

0.19x

Higher debt load relative to revenue than 89% of similar nonprofits.

2021 filings • NTEE T • $5M-$10M nonprofits • Source year 2021

Net Margin

15th percentile

-72%

Higher net margin than 15% of similar nonprofits.

2021 filings • NTEE T • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2021 filings • NTEE T • $5M-$10M nonprofits • Source year 2021

Asset Growth

14th percentile

-4.2%

Faster asset growth than 14% of similar nonprofits.

2021 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

20th percentile

-34%

Faster revenue growth than 20% of similar nonprofits.

2021 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$9,244,420

Down $409,419 (-4.2%) from 2020

Net Assets

Down

$9,144,420

Down $381,547 (-4.0%) from 2020

Liabilities

Down

$100,000

Down $27,872 (-22%) from 2020

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin15th percentile

Revenue

Down

$527,396

Down $272,515 (-34%) from 2020

Expenses

Up

$908,190

Up $192,980 (+27%) from 2020

Net Income

Down

-$380,794

Down $465,495 (-550%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $12,483,321Liabilities 2011: $100,0002011Assets 2012: $11,876,387Liabilities 2012: $100,024Net Assets 2012: $11,776,3632012Assets 2013: $11,416,728Liabilities 2013: $100,000Net Assets 2013: $11,316,7282013Assets 2014: $11,250,364Liabilities 2014: $100,0002014Assets 2015: $10,909,980Liabilities 2015: $100,0002015Assets 2019: $10,177,133Liabilities 2019: $100,0002019Assets 2020: $9,653,839Liabilities 2020: $127,872Net Assets 2020: $9,525,9672020Assets 2021: $9,244,420Liabilities 2021: $100,000Net Assets 2021: $9,144,4202021Assets 2022: $8,800,312Liabilities 2022: $100,000Net Assets 2022: $8,700,3122022Assets 2023: $8,706,085Liabilities 2023: $0Net Assets 2023: $8,706,0852023Assets 2024: $9,076,240Liabilities 2024: $0Net Assets 2024: $9,076,2402024

Highlighted filing

2021

Assets$9,244,420
Liabilities$100,000
Net Assets$9,144,420
Open 2021 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $917,697Expenses 2011: $848,703Net Income 2011: $68,9942011Expenses 2012: $983,0232012Revenue 2013: $500,778Expenses 2013: $770,024Net Income 2013: -$269,2462013Revenue 2014: $448,112Expenses 2014: $750,406Net Income 2014: -$302,2942014Revenue 2015: $701,647Expenses 2015: $843,942Net Income 2015: -$142,2952015Revenue 2019: $536,344Expenses 2019: $862,438Net Income 2019: -$326,0942019Revenue 2020: $799,911Expenses 2020: $715,210Net Income 2020: $84,7012020Revenue 2021: $527,396Expenses 2021: $908,190Net Income 2021: -$380,7942021Revenue 2022: $261,702Expenses 2022: $705,437Net Income 2022: -$443,7352022Revenue 2023: $561,753Expenses 2023: $555,643Net Income 2023: $6,1102023Revenue 2024: $1,123,425Expenses 2024: $779,534Net Income 2024: $343,8912024

Highlighted filing

2021

Revenue$527,396
Expenses$908,190
Net Income-$380,794
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JERRY HEYMANNPresident-$0--
MARJORIE HEYMANNV.P./Asst. Sec.-$0--
JONAS JOHN HEYMANNVP/Assis Sec-$0--
Filing and Contact Details

Filer

Filer Name
Heymann Wolf Foundation
EIN
72-6019363
Phone
5044500631
Address
4540 BANCROFT DRIVE, NEW ORLEANS, LA 70122

Signing Officer

Name
Jerry Heymann
Title
President
Phone
5044500631
Signed
2022-11-10
Discuss with paid preparer
Yes

Preparer

Firm
Bourgeois Bennett LLC
Address
111 VETERANS BLVD SUITE 1700, METAIRIE, LA 70005
Preparer
Marjorie W Duquesnay
Phone
5048314949
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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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AppliedToPriorYearElection/ElectionDesc0HEYMANN-WOLF FOUNDATION228 ST. CHARLES AVENUE, SUITE 1141NEW ORLEANS, LA 70130IDENTIFICATION NUMBER: 72-6019363TAX YEAR END: 12/31/2009PURSUANT TO CODE SECTION 4942(H)(2) AND REG. SECTION 53.4942(A)-3(D)(2), HEYMANN-WOLF FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS COMING FROM PRIOR YEAR'S UNDISTRIBUTED INCOME AS FOLLOWS: YEAR END AMOUNT 12/31/2007 $261,575___________________________________________JERRY HEYMANN, PRESIDENT
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt52549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-1626
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt771575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8-60107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9384355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10177772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0209807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt110698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt22118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3171107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt40
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt52549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-1626
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt771575
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt8-60107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9384355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10177772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0209807
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt110698
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt22118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3171107
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42162
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52549
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt62234011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7400155
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt820932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt9584355
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10177772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PK DIVERSIFIED VENTURES LLC - ROCK SPRINGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PK DIVERSIFIED VENTURES LLC - BARNEGAT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2PK DIVERSIFIED VENTURES LLC - VR GLOBAL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3PK DIVERSIFIED VENTURES LLC - ZP UTILITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4PK DIVERSIFIED VENTURES LLC - ROCK SPRINGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5HEYMANN FAMILY PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6PERSHING LLC #1184
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MERRILL LYNCH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8STERLING STAMOS OFFSHORE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9OPTIKA FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0968248
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-380794
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0753
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09145173
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt09525967
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt09144420
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0547358
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0547358
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0547358
IRS990PF/DistributableAmountGrp/IncomeTaxAmt0206
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0551477
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03913
IRS990PF/DistributableAmountGrp/TotalTaxAmt04119
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt09061
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012974
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03913
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt09061
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03913
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03913
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt012974
IRS990PF/FMVAssetsEOYAmt010764665
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt09525967
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt09144420
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01199686
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt050000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt054720
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt035368
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01388278
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01388278
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt08046194
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06688982
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt08204507
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt027872
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0142591
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01117160
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01117160
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt09653839
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt09244420
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt010764665
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0127872
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt09653839
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt09244420
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt09525967
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt09144420
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0230000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt00
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt011197493
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0619287
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05026758
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0167962
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt05551448
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0551477
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt011029531
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt011197493
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JERRY HEYMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARJORIE HEYMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JONAS JOHN HEYMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1V.P./ASST. SEC.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VP/ASSIS SEC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04540 BANCROFT DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14540 BANCROFT DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24540 BANCROFT DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW ORLEANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW ORLEANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEW ORLEANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2LA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd070122
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd170122
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd270122
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0592175
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0592175
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,244,420
Liabilities
$100,000
Net assets
$9,144,420
Revenue
$527,396
Expenses
$908,190
Net income
-$380,794
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.08$0.00$9.08$1.12$0.78$0.34
2023Detailed filing. Detailed filing data is available for this year.$8.71$0.00$8.71$0.56$0.56$0.01
2022Detailed filing. Detailed filing data is available for this year.$8.80$0.10$8.70$0.26$0.71$0.44
2021Detailed filing. Detailed filing data is available for this year.$9.24$0.10$9.14$0.53$0.91$0.38
2020Detailed filing. Detailed filing data is available for this year.$9.65$0.13$9.53$0.80$0.72$0.08
2019Summary only. Only limited summary data is available for this year.$10.2$0.10$0.54$0.86$0.33
2015Summary only. Only limited summary data is available for this year.$10.9$0.10$0.70$0.84$0.14
2014Summary only. Only limited summary data is available for this year.$11.3$0.10$0.45$0.75$0.30
2013Detailed filing. Detailed filing data is available for this year.$11.4$0.10$11.3$0.50$0.77$0.27
2012Detailed filing. Detailed filing data is available for this year.$11.9$0.10$11.8$0.98
2011Summary only. Only limited summary data is available for this year.$12.5$0.10$0.92$0.85$0.07