Mark Heiman Family Foundation

Nonprofit/501C Organization Information

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Organization Name & Address Mark Heiman Family Foundation
Po Box 371805
Cincinnati, OH
45222-1805
Form 990 - PDF files What is this?
(a form 990 is an information return filed with the IRS that shows extensive details on an organization's income, assets, expenses, executives, directors, salaries, compensation, investments, and more)
(available with membership or
data download)
Asset Amount $10,000 +
(view more details with membership or
data download)
Income Amount $50,000 +
(view more details with membership or
data download)
Form 990 Revenue Amount n/r
In Care Of Name
(the officer, director, etc. to whose attention any correspondence should be directed)
Edward M Frankel
Classification(s)
(categories under which an organization may be tax exempt)
  • Charitable Organization
Filing Requirement
(the primary return(s) the organization is required to file)
Form 990 - Not required to file(all other)
Taxonomy
(classifies an exempt Internal Revenue Code 501 (c)(3) organization)
Private Grantmaking Foundations
Secondary Name
(another name under which this nonprofit organization does business. Also used for trade names, chapter names, or local numbers for subordinate organizations of group rulings)
Affiliation
(defines the organizational grouping)
This organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Deductibility Status Contributions are deductible
Principal Activities
    n/r
Foundation Type Private non-operating foundation
Tax Period
(the date of the latest return filed)
12/2012

Form 990 Details

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Field Value
1 Contributions, gifts, grants, etc., received *
2 Interest on savings and temporary cash investments *
3 Dividends and interest from securities *
4 Gross rents *
5 Gross sales price for all assets *
6 Cost of goods sold *
7 Gross profit or (loss) *
8 Other income *
9 Total revenue *
10 Total receipts - net investment income *
11 Net investment income *
12 Total receipts - adjusted net income *
13 Adjusted net income *
Field Value
1 Compensation of officers, directors, trustees, etc. *
2 Pension plans, employee benefits *
3 Legal fees *
4 Accounting fees *
5 Interest *
6 Depreciation and depletion *
7 Occupancy *
8 Travel, conferences, and meetings *
9 Printing and publications *
10 Total operating and administrative expenses *
11 Contributions, gifts, grants paid *
12 Total expenses and disbursements *
13 Excess of revenue over expenses and disbursements *
14 Total operating and administrative expenses column - net investment income *
15 Total expenses - net investment income *
16 Total expenses - adjusted net income *
17 Total operating and administrative expenses - exempt purpose *
18 Total expenses - exempt purpose *
Field Value
1 Cash (non-interest-bearing) *
2 Investments in U.S. & state government obligations *
3 Investments in corporate stock *
4 Investments in corporate bonds *
5 Total investments in securities *
6 Investments in mortgage loans *
7 Other investments *
8 Other assets *
9 Total assets *
Field Value
1 Mortgage loans payable *
2 Other liabilities *
3 Total liabilities *
4 Total fund net worth *
5 Total assets *
Field Value
1 Capital gain net income *
2 Net gain - sales of assets *
3 Net loss - sales of assets *
Field Value
1 Excise tax on net investment income *
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only) *
3 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only) *
4 Total excise tax based on investment income *
5 Estimated tax credit *
6 Exempt foreign organizations—tax withheld at source *
7 Tax paid with application for extension of time to file (Form 8868) *
8 Erroneous backup withholding credit amount *
9 Estimated tax penalty *
10 Tax due *
11 Overpayment *
12 Credit elect amount *
Field Value
1 During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? No
2 Has the foundation engaged in any activities that have not previously been reported to the IRS? No
3 Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments? No
4 Did the foundation file a tax return on Form 990-T for this year for unrelated business gross income of $1,000 or more during the year? No
5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? No
6 Did the foundation have at least $5,000 in assets at any time during the year; and if so, did the foundation furnish a copy of Form 990-PF to the Attorney General of each state as required by General Instruction G? Yes
7 Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for this calendar year or taxable year? No
8 Did any persons become substantial contributors during the tax year? No
9 Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges? No
10 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? Yes
11 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 No
12 During the year did the foundation engage in the sale or exchange, or leasing of property with a disqualified person? No
13 During the year did the foundation borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? No
14 During the year did the foundation furnish goods, services, or facilities to (or accept them from) a disqualified person? No
15 During the year did the foundation pay compensation to, or pay or reimburse the expenses of, a disqualified person? No
16 During the year did the foundation transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? No
17 During the year did the foundation agree to pay money or property to a government official? No
18 If any answer is 'Yes' to any previous six questions, did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance? No
19 Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts, that were not corrected before the first day of the tax year? No
20 At the end of tax year, did the foundation have any undistributed income (lines 6d and 6e, Part XIII) for tax year(s) beginning before the tax year? No
21 Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year’s undistributed income? No
22 Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? No
23 Did it have excess business holdings this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period? No
24 Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? No
25 Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year? No
26 During the year, did the foundation pay or incur any amount to carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? No
27 During the year, did the foundation pay or incur any amount to influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? No
28 During the year, did the foundation pay or incur any amount to provide a grant to an individual for travel, study, or other similar purposes? No
29 During the year, did the foundation pay or incur any amount to provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? No
30 During the year, did the foundation pay or incur any amount to provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? No
31 Did any of the above five transactions fail to qualify under the exceptions described in regulations section 53.4945 or in a current notice regarding disaster assistance? No
32 Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? No
33 Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? No
Field Value
1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc. $104,783
2 Net value of noncharitable-use assets $103,211
3 Minimum investment return (5% of net value of noncharitable-use assets) $5,161
Field Value
1 Distributable amount before adjustments Plus Recoveries of amounts treated as qualifying distributions minus deduction from distributable amount *
Field Value
1 Undistributed income that must be distributed in following year *
Field Value
1 Adjusted net income total $0
2 Qualifying distributions total $0
3 Value assets total $0
4 Qualifying assets total $0
5 Endowments total $0
6 Total support total $0
7 Public support total $0
8 Gross investment income total $0
9 Grants approved for future payment $0
Field Value
1 Program service revenue $0
2 Program service revenue - fees and contracts from government $0
3 Membership dues and assessments $0
4 Interest on savings and temporary cash investments $0
5 Dividends and interest from securities $175
Field Value
1 Transfer cash to noncharitable exempt organization? No
2 Transfer other assets to noncharitable exempt organization? No
3 Sale of assets to noncharitable exempt organization? No
4 Purchase of assets from noncharitable exempt organization? No
5 Rental of facilities or other assets? No
6 Reimbursements arrangements? No
7 Loans or other guarantees? No
8 Performance of services or membership or fundraising solicitations? No
9 Sharing of facilities, equipment, mailing lists, other assets, or paid employees? No