2024-05-13T15:23:39-05:00 2023-12-31 720440297 MALCOLM M DIENES LLC 611 N CAUSEWAY BLVD METAIRIE LA 700015341 990PF 2023-01-01 133389060 THE BRUCE J HEIM FOUNDATION BRUC 5043210040 3525 N CAUSEWAY BLVD 605 METAIRIE LA 70005 BARBARA H PAILET TRUSTEE 5043210040 2024-05-13 1 BARBARA PAILET 999009999 1 D TROY BOUCHER CPA P00323119 5045889288 2024-05-13 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 4196804 X 200 X 8488 8488 8488 25521 25521 25521 136791 1073236 136791 178 178 178 171178 170978 34187 73600 16192 0 57408 2500 550 0 1950 5355 1178 0 4177 14605 3213 0 11392 906 199 0 707 44584 9808 0 34777 141550 31140 0 110411 73990 73990 215540 31140 0 184401 -44362 139838 34187 12154 1820 1820 598514 132593 132593 5280 5868 5868 1897563 2271716 4052375 3000 3000 3000 3000 1148 1148 1148 2517659 2416145 4196804 598 598 598 598 X 3244596 3244596 0 0 -727535 -829049 2517061 2415547 2517659 2416145 2517061 -44362 0 2472699 57152 2415547 AMAZON COM INC P 2022-10-17 2023-01-23 14553 17042 -2489 -2489 CHEMED CORP P 2022-04-21 2023-03-13 5548 5629 -81 -81 CHEVRON CORP P 2022-08-23 2023-02-23 55380 56924 -1544 -1544 CONS DISCRET SEL SECT SPDR FD P 2023-02-23 2023-10-27 31788 30487 1301 1301 ENERGY SEL SECT SPDR FD P 2022-10-17 2023-02-23 40735 39109 1626 1626 FIRST TRUST DORSEY WRIGHT FD P 2023-02-23 2023-10-26 26691 30469 -3778 -3778 INVESCO QQQ TRUST SERIES 1 P 2022-10-17 2023-02-10 1804 1619 185 185 ISHARES CORE MSCI EMERGING P 2023-01-23 2023-10-27 11543 12830 -1287 -1287 ISHARES EDGE MSCI MIN VOL P 2023-02-10 2023-10-27 54333 55846 -1513 -1513 ISHARES MSCI SOUTH KOREA P 2023-01-23 2023-10-27 26588 30837 -4249 -4249 ISHARES RUSSELL TOP 200 G P 2022-10-17 2023-03-13 3704 3521 183 183 ISHARES RUSSELL 2000 VALUE P 2023-02-10 2023-04-25 19529 22126 -2597 -2597 MICROSOFT CORP P 2022-10-17 2023-01-23 49683 55896 -6213 -6213 NVIDIA CORP P 2022-10-17 2023-03-13 20007 10242 9765 9765 REAL ESTATE SELECT SECT P 2022-10-17 2023-02-23 43053 39120 3933 3933 RPAR RISK PARITY P 2023-04-25 2023-10-27 25772 29971 -4199 -4199 SPDR S & P GLOBAL DIVIDEND P 2023-04-25 2023-10-27 13127 14867 -1740 -1740 T MOBILE US INC P 2022-08-12 2023-03-13 4909 5090 -181 -181 THE FINANCIAL SEL SECT SPDR FD P 2023-02-23 2023-04-25 28244 30469 -2225 -2225 UNIVERSAL HEALTH SERVICES P 2023-02-23 2023-10-26 25962 30376 -4414 -4414 WISDOMTREE CHINA EX-ST P 2023-02-10 2023-10-27 4522 5914 -1392 -1392 ALPHABET INC P 2015-12-17 2023-02-10 50287 20452 29835 29835 AMAZON COM INC P 2018-10-16 2023-01-23 27166 14509 12657 12657 APPLE INC P 2017-01-31 2023-03-13 33572 7154 26418 26418 BROADCOM INC P 2019-12-23 2023-03-13 43944 16438 27506 27506 INVESCO QQQ TRUST SERIES 1 P 2021-10-13 2023-02-10 21048 25143 -4095 -4095 INVESCO S&P 500 EQUAL P 2021-03-18 2023-03-13 21132 21418 -286 -286 ISHARES RUSSELL TOP 200 G P 2017-05-16 2023-02-10 14818 7150 7668 7668 NEXTERA ENERGY INC P 2018-03-26 2023-02-23 45099 24959 20140 20140 UNITED HEALTH GP P 2017-05-16 2023-02-23 45859 15020 30839 30839 NATIONAL INSTRUMENTS CORP P 2022-08-12 2023-08-03 21407 15086 6321 6321 BROOKS AUTOMATION INC P 2021-10-04 2023-05-12 30574 67796 -37222 -37222 QIDELORTHO CORP P 2021-01-07 2023-10-24 23126 63533 -40407 -40407 FACTSET RESEARCH SYSTEMS P 2021-07-01 2023-01-06 7625 6440 1185 1185 IDEXX LABS P 2015-07-02 2023-07-31 39912 5022 34890 34890 ILLUMINA INC P 2017-10-10 2023-10-24 24055 34849 -10794 -10794 MANHATTAN ASSOC P 2016-02-23 2023-06-14 31527 9883 21644 21644 MEDPACE HLDGS P 2021-01-15 2023-10-24 19570 10329 9241 9241 NATIONAL INSTRUMENTS CORP P 2022-05-04 2023-08-04 64868 42880 21988 21988 CAPITAL GAINS DIVIDENDS P 172 172 172 136791 -14588 1944 0 1944 0 1944 4720 0 0 0 4720 0 2776 2776 0 0 0 0 0 0 0 0 0 0 0 1 1 LA 0 0 0 0 0 1 WWW.BRUCEJHEIMFOUNDATION.ORG BARBARA H PAILET 5043210040 3525 N CAUSEWAY BLVD STE 605 METAIRIE LA 70002 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS C HUTTON ESQ 39 HOMESDALE ROAD BRONXVILLE NY 10708 TRUSTEE 1.00 0 0 0 BARBARA H PAILET 3525 N CAUSEWAY BLVD STE 605 METAIRIE LA 70002 TRUSTEE 35.00 70000 0 0 JAMES A CUNNINGHAM 3905 CHIPPENHAM RD DURHAM NC 27707 TRUSTEE 1.00 1200 0 0 SASHA PAILET KOFF 13 RUMSON ROAD LIVINGSTON NJ 07039 TRUSTEE 1.00 1200 0 0 CARRIE PAILET KANTER 215 W BROOKS STREET NEW ORLEANS LA 70124 TRUSTEE 1.00 1200 0 0 NONE 0 NONE 0 0 3879903 6987 0 3886890 0 0 3886890 58303 3828587 191429 191429 1944 1944 189485 0 189485 0 189485 184401 0 184401 189485 0 0 26101 26101 184401 0 0 0 184401 0 5084 5084 21017 0 0 0 0 0 0 0 21017 21017 THE BRUCE J HEIM FOUNDATION CO BARB 3525 N CAUSEWAY BLVD STE 605 METAIRIE LA 70002 5043210040 APPLICATION FOR GRANTS SHOULD BE SUBMITTED IN THE FORM OF A LETTER ADDRESSED TO THE BOARD OF THE FOUNDATIONS. THE LETTER MUST INCLUDE: 1. THE AMOUNT OF GRANT REQUESTED 2. A STATEMENT OF HOW THE GRANT WILL BE USED 3. A STATEMENT OF THE BENEFITS TO BE DERIVED FROM SUCH A GRANT 4. A STATEMENT OF NEED, AND 5. A STATEMENT VERIFYING THE APPLICANT'S 501(C) STATUS OTHER DOCUMENTS, SUCH AS A BRIEF HISTORY OF THE APPLICANT'S ORGANIZATION, STATISTICAL INFORMATION, ETC. MAY BE SUBMITTED WITH THE REQUEST NONE NONE ACADEMY FOR TEACHERS INC 10 WEST 90TH ST 9 NEW YORK NY 10024 NONE PROGRAM SUPPORT 1000 ASU FOUNDATION P O BOX 32045 BOONE NC 28608 NONE PROGRAM SUPPORT 2500 BIG BROTHERS BIG SISTERS OF CHICAGO 560 W LAKE STREET CHICAGO IL 60661 NONE PROGRAM SUPPORT 1000 BIOMEDICAL RESEARCH FDN NW LA 2031 KINGS HIGHWAY SHREVEPORT LA 71103 NONE SCHOLARSHIP SUPPORT 2030 CANINE COMPANIONS FOR INDEPENDENCE 7710 LAS COLINAS RIDGE IRVING TX 75063 NONE PROGRAM SUPPORT 1000 518 ELEVATED 1218 CENTRAL AVENUE STE 203 ALBANY NY 12205 NONE PROGRAM SUPPORT 1400 CHANGING PERSPECTIVES P O BOX 694 BRADFORD VT 05033 NONE PROGRAM SUPPORT 1500 COLLEGE VISIONS 131 WASHINGTON ST STE 205 PROVIDENCE RI 02903 NONE PROGRAM SUPPORT 1000 DESIGN CONNECT CREATE 8150 N CENTRAL EXPY STE 1200 DALLAS TX 75206 NONE PROGRAM SUPPORT 2000 FIRST LOUISIANA-MISSISSIPPI INC PO BOX 1661 METAIRIE LA 70004 NONE PROGRAM SUPPORT 8650 GREATER NO SCIENCE & ENG FAIR TULANE UNIVERSITY 201 LINDY BOGGS STE 201 NEW ORLEANS LA 70118 NONE PROGRAM SUPPORT 500 GREATER NO STEM INITIATIVE UNO 2000 LAKESHORE DR NEW ORLEANS LA 70148 NONE PROGRAM SUPPORT 1690 HARPER COLLEGE EDU FOUNDATION 1200 WEST ALGONQUIN ROAD PALATINE IL 60067 NONE SCHOLARSHIP SUPPORT 1000 JEFFERSON DOLLARS FOR SCHOLARS PO BOX 6526 METAIRIE LA 70009 NONE SCHOLARSHIP SUPPORT 2800 JEWISH HOME LIFECARE MANHATTAN 120 WEST 106TH STREET NEW YORK NY 10025 NONE SCHOLARSHIP SUPPORT 1500 KENTUCKY ASSOC FOR ACADEMIC COMPETITION 113 CONSUMER LANE FRANKFORT KY 40601 NONE PROGRAM SUPPORT 4050 KLEIN MEMORIAL AUDITORIUM FOUNDATION INC 910 FAIRFIELD AVE BRIDGEPORT CT 06605 NONE PROGRAM SUPPORT 2500 LES DAMES D'ESCOFFIER INTERNATIONAL PALM SPRINGS 1775 EAST PALM CANYON BOX 5048 PALM SPRINGS CA 92263 NONE SCHOLARSHIP SUPPORT 1000 LIVE OAK WILDERNESS CAMP 1240 MOSS ST NEW ORLEANS LA 70119 NONE PROGRAM SUPPORT 2500 LOUISIANA YOUTH SEMINARS INC PO BOX 14241 BATON ROUGE LA 70898 NONE SCHOLARSHIP SUPPORT 3400 MOSAIC YOUTH THEATRE OF DETROIT 2251 ANTIETAM AVE DETROIT MI 48207 NONE PROGRAM SUPPORT 1250 NEW ORLEANS JEWISH DAY SCHOOL 3747 W ESPLANADE AVE METAIRIE LA 70002 NONE PROGRAM SUPPORT 1940 NEW ORLEANS MUSEUM OF ART PO BOX 19123 NEW ORLEANS LA 70179 NONE PROGRAM SUPPORT 2000 OCEAN DISCOVERY INSTITUTE 4255 THORN ST SAN DIEGO CA 92105 NONE PROGRAM SUPPORT 2000 STAR KIDS SCHOLARSHIP PROGRAM PO BOX 6214 MIDDLETOWN RI 02842 NONE PROGRAM SUPPORT 2500 STARTING RIGHT NOW INC 1212 W CASS ST TAMPA FL 33606 NONE PROGRAM SUPPORT 2000 STEM LIBRARY LAB 3011 N 1-10 SERVICE RD E METAIRIE LA 70002 NONE PROGRAM SUPPORT 2500 STUDENTS TO SCHOLARS 1117 SOURWOOD DR CHAPEL HILL NC 27517 NONE PROGRAM SUPPORT 5000 THE POSSE FOUNDATION NEW ORLEANS 1555 POYDRAS ST STE 470 NEW ORLEANS LA 70112 NONE PROGRAM SUPPORT 2500 THE SALK INSTITUTE 10010 NORTH TORREY PINES RD LA JOLLA CA 920371002 NONE SCHOLARSHIP SUPPORT 1500 THE SEEING EYE PO BOX 375 MORRISTOWN NJ 079630375 NONE PROGRAM SUPPORT 1500 TENNESSEE WILLIAMS & NEW ORLEANS LITERARY FESTIVAL 938 LAFAYETTE ST STE 514 NEW ORLEANS LA 70113 NONE PROGRAM SUPPORT 1500 TULANE UNIVERSITY 201 LINDY CLAIBORNE BOGGS CENTER NEW ORLEANS LA 701185698 NONE SCHOLARSHIP SUPPORT 3500 WIDE ANGLE YOUTH MEDIA 2601 NORTH HOWARD ST STE 160 BALTIMORE MD 21218 NONE PROGRAM SUPPORT 1280 73990 0 14 8488 14 25521 14 178 18 136791 0 170978 0 170978 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2500 550 0 1950 NOT REQUIRED TO BE FURNISHED A COPY INVESTMENTS - CORPORATE STOCKS 2271716 4052375 RENT SECURITY DEPOSIT 1148 1148 1148 MARKET ADJUSTMENTS 57152 BROKERAGE FEES 39202 8624 0 30578 INSURANCE 1865 410 0 1455 OFFICE SUPPLIES 859 189 0 670 DUES AND SUBSCRIPTIONS 350 77 0 273 IT EXPENSES 918 202 0 716 WEBSITE DEVELOPMENT 695 153 0 542 POSTAGE AND DELIVERY 120 26 0 94 CONTRACT LABOR 575 127 0 449 OTHER 178 178 178 PAYROLL LIABILITIES 598 598 PAYROLL TAXES 5355 1178 0 4177