2024-05-13T14:26:08-05:00 2023-12-31 861065772 DELOITTE TAX LLP 50 W 5TH STREET SUITE 200 CINCINNATI OH 452023789 990PF 2023-01-01 911825292 THE MARK HEIMAN FAMILY FOUNDATION C/O EDWARD FRANKEL MARK 5137619255 1 KNOLLCREST DRIVE CINCINNATI OH 45237 MARK HEIMAN PRESIDENT 5137619255 2024-05-13 1 MARK HEIMAN 999009999 1 AMANDA MANGINE P01518801 5137847100 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 163289 X 250124 9168 9168 8502 258627 247261 267794 256429 0 0 0 1900 950 950 1900 950 950 311650 311650 313550 950 312600 -45756 255479 209045 163289 163289 209045 163289 163289 0 0 X 209045 163289 209045 163289 209045 163289 209045 -45756 0 163289 0 163289 PUBLICLY TRADED SECURITIES 213770 8700 205070 205070 PUBLICLY TRADED SECURITIES 44857 2666 42191 42191 247261 3551 0 3551 0 3551 3562 0 3600 0 7162 X 0 3611 3611 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A EDWARD FRANKEL 5137619255 PO BOX 371805 CINCINNATI OH 452221805 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARK J HEIMAN PO BOX 371805 CINCINNATI OH 45222 PRESIDENT/TRUSTEE 1.00 0 0 0 PAUL L HEIMAN PO BOX 371805 CINCINNATI OH 45222 VICE-PRESIDENT/TRUSTEE 1.00 0 0 0 EDWARD FRANKEL PO BOX 371805 CINCINNATI OH 45222 SECRETARY/TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 0 181536 0 181536 0 0 181536 2723 178813 8941 8941 3551 3551 5390 0 5390 0 5390 312600 0 312600 5390 0 0 226844 219544 229481 250178 157023 1083070 312600 0 0 0 5390 307210 0 0 1390280 0 0 0 0 0 0 226844 1163436 219544 229481 250178 157023 307210 MARK J HEIMAN X AMERICAN CANCER SOCIETY 250 WILLIAMS STREET NW ATLANTA GA 30303 NONE PC GENERAL SUPPORT 100 AMERICAN JEWISH COMMITTEE PO BOX 7247 PHILADELPHIA PA 19170 NONE PC GENERAL SUPPORT 15500 AMERICAN JEWISH WORLD SERVICE 45 W 36TH ST 11 NEW YORK NY 10018 NONE PC GENERAL SUPPORT 20000 AMERICAN RED MAGEN DAVID FOR ISRAEL 338 WHITTHORNE DRIVE CINCINNATI OH 45215 NONE PC GENERAL SUPPORT 250 BAT YAM TEMPLE PO BOX 84 SANIBEL FL 33957 NONE PC GENERAL SUPPORT 1200 CENTER FOR RESPITE CARE PO BOX 141301 CINCINNATI OH 45202 NONE PC GENERAL SUPPORT 250 CHANGE TODAY CHANGE TOMORROW 2500 W BROADWAY LOUISVILLE KY 40211 NONE PC GENERAL SUPPORT 750 CINCINNATI HILLS LEAGUE 8414 GAMMA COURT CINCINNATI OH 45231 NONE PC GENERAL SUPPORT 500 CINCINNATI OCCUPATIONAL THERAPY INSTITUTE 4440 CARVER WOODS DR STE 300 BLUE ASH OH 45242 NONE PC GENERAL SUPPORT 250 CONGREGATION BETH ADAM INC 10001 LOVELAND MADERIA ROAD LOVELAND OH 45140 NONE PC GENERAL SUPPORT 17700 CROW CLINIC 3883 SANIBEL CAPTIVA ROAD SANIBEL ISLAND FL 33957 NONE PC GENERAL SUPPORT 250 DETENTION WATCH NETWORK 1730 RHODE ISLAND AVE STE 707 WASHINGTON DC 20036 NONE PC GENERAL SUPPORT 750 DING DARLING WILDLIFE SOCIETY PO BOX 565 SANIBEL ISLAND FL 33957 NONE PC GENERAL SUPPORT 6000 DOCTORS WITHOUT BORDERS USA INC 333 SEVENTH AVENUE 2ND FLOOR NEW YORK NY 10001 NONE PC GENERAL SUPPORT 2000 FEEDING AMERICA 161 NORTH CLARK ST CHICAGO IL 60601 NONE PC GENERAL SUPPORT 3000 FISH OF SANIBEL CAPTIVA 2430 PERIWINKLE WAY SANIBEL FL 33957 NONE PC GENERAL SUPPORT 500 FREESTORE FOODBANK INC 1141 CENTRAL PARKWAY CINCINNATI OH 45202 NONE PC GENERAL SUPPORT 500 HADASSAH 10901 REED HARTMAN HWY 117 BLUE ASH OH 45242 NONE PC GENERAL SUPPORT 1000 HOMELESS ANIMAL RESCUE TEAM OF CINCINNATI 11711 PRINCETON PIKE PMB 222 STE 34 CINCINNATI OH 45246 NONE PC GENERAL SUPPORT 750 HOLOCAUST AND HUMANITY CENTER 1301 WESTERN AVE CINCINNATI OH 45203 NONE PC GENERAL SUPPORT 50300 HIAS 1300 SPRING STREET STE 500 SILVER SPRING MD 20910 NONE PC GENERAL SUPPORT 5000 HOLLER HEALTH JUSTICE PO BOX 11032 CHARLESTON WV 25339 NONE PC GENERAL SUPPORT 750 HOSPICE OF CINCINNATI INCORPORATED 4360 COOPER ROAD CINCINNATI OH 45242 NONE PC GENERAL SUPPORT 250 IMMIGRANT AND REFUGEE LAW CENTER 1702 GRAND AVENUE CINCINNATI OH 45214 NONE PC GENERAL SUPPORT 5000 IMPACT ISRAEL 200 HIGHLAND AVENUE SUITE 301 NEEDHAM MA 02494 NONE PC GENERAL SUPPORT 2500 ISRAEL GUIDE DOG CENTER FOR THE BLIND 968 EASTON ROAD SUITE H WARRINGTON PA 18976 NONE PC GENERAL SUPPORT 5000 JEWISH FAMILY SERVICE OF CINCINNATI 8487 RIDGE ROAD CINCINNATI OH 45236 NONE PC GENERAL SUPPORT 250 JEWISH FEDERATION OF CINCINNATI 8499 RIDGE ROAD CINCINNATI OH 45236 NONE PC GENERAL SUPPORT 130000 JOHNS HOPKINS CENTER FOR AMERICAN INDIAN HEALTH 1915 SOUTH ST DULUTH MN 55812 NONE PC GENERAL SUPPORT 1000 LEUKEMIA & LYMPHOMA SOCIETY 507 CAPITOL CT NE WASHINGTON DC 20002 NONE PC GENERAL SUPPORT 100 LIGHTHOUSE YOUTH SERVICES 401 EAST MCMILLAN ST CINCINNATI OH 45206 NONE PC GENERAL SUPPORT 500 MORNINGSIDE FARM SANCTUARY 25452 GRAY ROAD VENETA OR 97487 NONE PC GENERAL SUPPORT 750 NATIONAL ALLIANCE ON MENTAL ILLNESS 4301 WILSON BLVD SUITE 300 ARLINGTON VA 22203 NONE PC GENERAL SUPPORT 2000 NATIONAL ALLIANCE TO END HOMELESSNESS 1518 K STREET NW 2ND FLOOR WASHINGTON DC 20005 NONE PC GENERAL SUPPORT 2000 ORPHAN KITTEN CLUB 200 PARK AVE SOUTH 8TH FLOOR NEW YORK NY 10003 NONE PC GENERAL SUPPORT 750 OSU FOUNDATION 400 S MONROE ST STILLWATER OK 74074 NONE PC GENERAL SUPPORT 250 PARTNERS IN HEALTH 800 BOYLSTON STREET SUITE 1400 BOSTON MA 02199 NONE PC GENERAL SUPPORT 250 PLANNED PARENTHOOD 1110 VERMONT AVE NW WASHINGTON DC 20005 NONE PC GENERAL SUPPORT 2750 SANIBEL COMMUNITY ASSOCIATION 2173 PERIWINKLE WAY SANIBEL FL 33957 NONE PC GENERAL SUPPORT 100 SANIBEL HISTORICAL MUSEUM PO BOX 413 SANIBEL FL 33957 NONE PC GENERAL SUPPORT 200 SANIBEL PUBLIC LIBRARY FOUNDATION 770 DUNLOP ROAD SANIBEL FL 33957 NONE PC GENERAL SUPPORT 100 SAVE THE CHILDREN FOUNDATION 501 KINGS HIGHWAY EAST STE 400 FAIRFIELD CT 06825 NONE PC GENERAL SUPPORT 1000 SANIBEL-CAPTIVA CONSERVATION FOUNDATION INC PO BOX 839 SANIBEL FL 33957 NONE PC GENERAL SUPPORT 6000 SHMV-SEVEN HILLS 81 HOPE AVENUE WORCESTER MA 01603 NONE PC GENERAL SUPPORT 4000 SISTER SONG 1237 RALPH DAVID ABERNATHY SW ATLANTA GA 30310 NONE PC GENERAL SUPPORT 750 SPECIAL OLYMPICS OF FLORIDA 1915 DON WICKHAM DR CLERMONT FL 34711 NONE PC GENERAL SUPPORT 100 ST JUDE 1404 GOODALE BLVD SUITE 200 COLUMBUS OH 43212 NONE PC GENERAL SUPPORT 250 THE BALAN FOUNDATION 1616 S WESTGATE AVE PH5 LOS ANGELES CA 90025 NONE PC GENERAL SUPPORT 750 THE CENTER FOR HOLOCAUST & HUMANITY EDUCATION 1301 WESTERN AVE CINCINNATI OH 45203 NONE PC GENERAL SUPPORT 12000 THE TREVOR PROJECT PO BOX 69232 WEST HOLLYWOOD CA 90069 NONE PC GENERAL SUPPORT 2000 UNITED WAY OF LEE COUNTY 7273 CONCOURSE DR FORT MYERS FL 33908 NONE PC GENERAL SUPPORT 2500 US HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PLACE SW WASHINGTON DC 20024 NONE PC GENERAL SUPPORT 1000 WHHS ALUMNI FOUNDATION 3250 VICTORY PARKWAY CINCINNATI OH 45207 NONE PC GENERAL SUPPORT 250 311650 0 14 9168 18 8502 0 17670 0 17670 0 0 0 0 0 0 0 0 0 0 X X 1 MARK HEIMAN 5250 CALOOSA LANE SANIBEL FL 33957 125032 X 2 MARK HEIMAN 5250 CALOOSA LANE SANIBEL FL 33957 3244 X 3 MARK HEIMAN 5250 CALOOSA LANE SANIBEL FL 33957 44421 X 4 MARK HEIMAN 5250 CALOOSA LANE SANIBEL FL 33957 43535 X 5 MARK HEIMAN 5250 CALOOSA LANE SANIBEL FL 33957 22707 X 6 MARK HEIMAN 5250 CALOOSA LANE SANIBEL FL 33957 11186 X 1 286 SHARES OF NVIDIA CORPORATION (NVDA) 125032 2023-10-04 2 27 SHARES OF ADVANCED MICRO DEVICES, INC. (AMD) 3244 2023-11-17 3 65 SHARES OF ASML HOLDING N.V. (ASML) 44421 2023-11-17 4 45 SHARES OF BROADCOM INC. (AVGO) 43535 2023-11-17 5 46 SHARES OF NVIDIA CORPORATION (NVDA) 22707 2023-11-17 6 850 SHARES OF PERMIAN RESOURCES CORPORATION (PR) 11186 2023-11-17 TAX/ACCOUNTING FEES 1900 950 950