HEI FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HEI FOUNDATION INC (EIN 20-0196993)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-01
- IRS object ID
- 202021839349100327
- Schema version
- 2019v5.1
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-01T14:21:07-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362170602 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WARADY & DAVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 DEERFIELD RD SUITE 300S | AddressLine1Txt |
| City | DEERFIELD | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200196993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEI FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEIF | BusinessNameControlTxt |
| Phone | 7083435511 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 W 16TH ST | AddressLine1Txt |
| City | BROADVIEW | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60155 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL R PESAVENTO | PersonNm |
| Person Title | CHAIRMAN/VICE PRESIDENT | PersonTitleTxt |
| Phone | 7083435511 | PhoneNum |
| Signature | 2020-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT WEISMANN | PreparerPersonNm |
| PTIN | P00746945 | PTIN |
| Phone | 8472679600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,525,373 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $30,843 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,843 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $178,459 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,882,397 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $178,459 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $209,302 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $209,302 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,790 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $150 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,834 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,834 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,624 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,984 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,004 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,004 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,628 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,984 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,019 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $105,674 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $202,318 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,528 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $108,344 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $108,344 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,302,020 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,306,204 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,415,355 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,674 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,674 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,310,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,416,222 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,525,373 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,326 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,326 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $6,326 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,326 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,304,222 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,409,896 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,304,222 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,409,896 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,310,548 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,416,222 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,304,222 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $105,674 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,409,896 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,409,896 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIRST AMERICAN BANK-COVERD/SHORT TERM | P | $514,788 | $505,122 | $9,666 | $9,666 |
| FIRST AMERICAN BANK-COVERD/LONG TERM | P | $1,348,464 | $1,185,651 | $162,813 | $162,813 |
| AMERICAN FUNDS BALANCED FUND CLASS F3 | P | $18,835 | $12,832 | $6,003 | $6,003 |
| FIRST AMERICAN BANK-COVERD/LONG TERM | P | $310 | $333 | -$23 | -$23 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $178,459 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $80,040 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,454,604 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055025 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $76,025 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,425,433 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053335 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $87,552 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,309,345 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.066867 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $81,015 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,164,676 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069560 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $81,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,205,709 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067180 | DistributionYr5Rt |
| Total Distribution | 0.311967 | TotalDistributionRt |
| Average Distribution | 0.062393 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,482,636 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $92,506 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,023 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $94,529 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $95,019 | 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 | $2,023 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,023 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,023 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $377 | OverpaymentAmt |
| Applied To ES Tax | $377 | 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 | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | LORAYN C KEENEYCO HUEN ELECTRIC I | IndividualWithBooksNm |
| Phone | 7083435511 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 W 16TH STREET | AddressLine1Txt |
| City | BROADVIEW | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60155 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL R PESAVENTO | ||||||||
| 1801 W 16TH ST | BROADVIEW | IL | 60155 | CHAIRMAN/VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOHN W DOUGHERTY | ||||||||
| 1801 W 16TH ST | BROADVIEW | IL | 60155 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEVEN C MAYTON | ||||||||
| 1801 W 16TH ST | BROADVIEW | IL | 60155 | VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| LORAYN C KEENEY | ||||||||
| 1801 W 16TH ST | BROADVIEW | IL | 60155 | SECRETARY/TREASURER | 1.00 | $0 | $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 | $1,445,708 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,506 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,505,214 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,505,214 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,578 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,482,636 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $74,132 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $74,132 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,023 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,023 | TotalTaxAmt |
| Distributable Before Adj | $72,109 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $72,109 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $72,109 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,019 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $95,019 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,023 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $92,996 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,109 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $22,364 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $26,730 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,317 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,345 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,335 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $89,091 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $95,019 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,109 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $22,910 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $112,001 | 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 | $22,364 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $89,637 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,730 | ExcessFromYear4Amt |
| Excess From Year3 | $23,317 | ExcessFromYear3Amt |
| Excess From Year2 | $7,345 | ExcessFromYear2Amt |
| Excess From Year1 | $9,335 | ExcessFromYear1Amt |
| Excess From Current Year | $22,910 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DANIEL R PESAVENTO | ContributingManagerNm |
| Contributing Manager | JOHN W DOUGHERTY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HEI FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 W 16TH ST | AddressLine1Txt |
| City | BROADVIEW | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60155 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7083435511 | RecipientPhoneNum |
| Form And Info And Materials | A LETTER DESCRIBING NEED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVOCATE CHILDREN'S HOSPITAL | |||||||
| 4440 W 95TH STREET | OAK LAWN | IL | 60453 | NONE | PC | PUBLIC SERVICE/MEDICAL | $23,004 |
| ALIVE CENTER | |||||||
| 500 W 5TH AVE | NAPERVILLE | IL | 60563 | NONE | PC | PUBLIC SERVICES | $5,000 |
| BISHOP NOLL INSTITUTE | |||||||
| 1519 HOFFMAN ST | HAMMOND | IN | 46327 | NONE | PC | PUBLIC SERVICES | $5,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 617 E GOLF ROAD 101 | ARLINGTON HEIGHTS | IL | 60005 | NONE | PC | PUBLIC SERVICE | $10,000 |
| BROADVIEW POLICE DEPARTMENT | |||||||
| 2350 S 25TH AVE | BROADVIEW | IL | 60155 | NONE | PC | PUBLIC SERVICES | $1,000 |
| JUNIOR ACHIEVEMENT | |||||||
| 651 W WASHINGTON BLVD 404 | CHICAGO | IL | 60661 | NONE | PC | EDUCATIONAL | $5,000 |
| LURIE CHILDREN'S HOSPITAL | |||||||
| 225 E CHICAGO AVE | CHICAGO | IL | 60611 | NONE | PC | PUBLIC SERVICE/MEDICAL | $10,000 |
| MISERICORDIA | |||||||
| 6300 RIDGE AVENUE | CHICAGO | IL | 60660 | NONE | PC | PUBLIC SERVICES/MEDICAL | $10,000 |
| MOOSEHEART | |||||||
| MOOSEHEART | MOOSEHEART | IL | 60539 | NONE | PC | PUBLIC SERVICES/EDUCATION | $5,000 |
| MOUNT CARMEL HIGH SCHOOL | |||||||
| 6410 S DANTE AVE | CHICAGO | IL | 60637 | NONE | PC | EDUCATIONAL | $1,500 |
| OFF THE STREET CLUB | |||||||
| 25 N KARLOV AVE | CHICAGO | IL | 60624 | NONE | PC | PUBLIC SERVICES | $10,000 |
| SOS CHILDREN'S VILLAGES-ILLINOIS | |||||||
| 216 W JACKSON BLVD SUITE 925 | CHICAGO | IL | 60606 | NONE | PC | PUBLIC SERVICE | $7,500 |
| THE MIRACLE LEAGUE OF JOLIET | |||||||
| 120 E CLINTON ST | JOLIET | IL | 60432 | NONE | PC | PUBLIC SERVICES | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,004 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,843 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $178,459 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $209,302 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $209,302 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD BOND MARKET | AT COST | $252,355 | $264,441 |
| VANGUARD SHORT TERM BOND | AT COST | $223,891 | $227,084 |
| VANGUARD INTERMEDIATE BOND | AT COST | $250,695 | $264,685 |
| VANGUARD FTSE ALL-WORLD EX-US | AT COST | $39,187 | $42,375 |
| VANGUARD MID CAP INDEX FUND | AT COST | $55,985 | $62,669 |
| VANGUARD SMALL CAP INDEX | AT COST | $45,763 | $49,455 |
| VANGUARD 500 INDEX | AT COST | $438,328 | $504,646 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,674 | EOYBookValueAmt |
| EOYFMV | $1,674 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $6,834 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,834 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $15 | $0 | $15 |
| FEDERAL EXCISE TAXES | $1,625 | $0 | $0 |
| FOREIGN TAX | $150 | $150 | $0 |