Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
HEYMANN WOLF FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4540 BANCROFT DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW ORLEANS, LA70122
A Employer identification number

72-6019363
B Telephone number (see instructions)

(504) 450-0631
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$10,764,665J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 9 9  
4 Dividends and interest from securities... 218,107 217,339  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 970,410
b Gross sales price for all assets on line 6a 3,815,666
7 Capital gain net income (from Part IV, line 2)... 968,248
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -661,130 -661,056  
12 Total. Add lines 1 through 11........ 527,396 524,540  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 40 0   40
b Accounting fees (attach schedule)....... Click to see attachment 13,135 0   13,135
c Other professional fees (attach schedule).... Click to see attachment 122,046 109,011   0
17 Interest............... 42,516 42,516   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 54,870 470   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 91,583 91,043   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 324,190 243,040   13,175
25 Contributions, gifts, grants paid....... 584,000 579,000
26 Total expenses and disbursements. Add lines 24 and 25 908,190 243,040   592,175
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -380,794
b Net investment income (if negative, enter -0-) 281,500
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 142,591 1,117,160 1,117,160
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 230,000 0 0
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 1,199,686 Click to see attachment50,000 54,720
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,046,194 Click to see attachment6,688,982 8,204,507
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment35,368 Click to see attachment1,388,278 Click to see attachment1,388,278
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,653,839 9,244,420 10,764,665
Liabilities 17 Accounts payable and accrued expenses.......... 100,000 100,000
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment27,872 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 127,872 100,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 9,525,967 9,144,420
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 9,525,967 9,144,420
30 Total liabilities and net assets/fund balances (see instructions). 9,653,839 9,244,420
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
9,525,967
2
Enter amount from Part I, line 27a .....................
2
-380,794
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
9,145,173
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
753
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,144,420
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PK DIVERSIFIED VENTURES LLC - ROCK SPRINGS P    
b PK DIVERSIFIED VENTURES LLC - BARNEGAT P    
c PK DIVERSIFIED VENTURES LLC - VR GLOBAL P    
d PK DIVERSIFIED VENTURES LLC - ZP UTILITY P    
e PK DIVERSIFIED VENTURES LLC - ROCK SPRINGS P    
HEYMANN FAMILY PARTNERS P    
PERSHING LLC #1184 P    
MERRILL LYNCH P    
STERLING STAMOS OFFSHORE P    
OPTIKA FUND P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 209,807     209,807
b 10,698     10,698
c 2,118     2,118
d 171,107     171,107
e 2,162   2,162 0
2,549     2,549
2,234,011   2,235,637 -1,626
400,155   328,580 71,575
20,932   81,039 -60,107
584,355   200,000 384,355
177,772     177,772
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       209,807
b       10,698
c       2,118
d       171,107
e       0
      2,549
      -1,626
      71,575
      -60,107
      384,355
      177,772
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 968,248
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,913
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,913
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 12,974
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,974
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 9,061
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet9,061 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
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? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletLA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJERRY HEYMANN Telephone no.bullet (504) 450-0631

    Located atbullet4540 BANCROFT DRIVENEW ORLEANSLA ZIP+4bullet70122
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), 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? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    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 beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    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? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    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 beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JERRY HEYMANN PRESIDENT
    0.00     		0 0 0
    4540 BANCROFT DRIVE
    NEW ORLEANS,LA70122
    MARJORIE HEYMANN V.P./ASST. SEC.
    0.00     		0 0 0
    4540 BANCROFT DRIVE
    NEW ORLEANS,LA70122
    JONAS JOHN HEYMANN VP/ASSIS SEC
    0.00     		0 0 0
    4540 BANCROFT DRIVE
    NEW ORLEANS,LA70122
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,026,758
    b
    Average of monthly cash balances.......................
    1b
    619,287
    c
    Fair market value of all other assets (see instructions)................
    1c
    5,551,448
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,197,493
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    11,197,493
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    167,962
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    11,029,531
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    551,477
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    551,477
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    3,913
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    206
    c
    Add lines 2a and 2b............................
    2c
    4,119
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    547,358
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    547,358
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    547,358
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 547,358
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 184,326
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 592,175
    a Applied to 2020, but not more than line 2a 184,326
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		Click to see attachment0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 407,849
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		139,509
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    JERRY HEYMANN
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN BALLET THEATER FOUNDATION
    890 BROADWAY 3RD FLOOR
    NEW YORK,NY10003     		  PUBLIC GENERAL PURPOSES OF DONEE 1,500
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVENUE
    DALLAS,TX75231     		  PUBLIC GENERAL PURPOSES OF DONEE 1,000
    BROWN UNIVERSITY
    45 PROSPECT STREET
    PROVIDENCE,RI02912     		  PUBLIC GENERAL PURPOSES OF DONEE 1,000
    CARNAGIE MELLON UNIVERSITY
    5000 FORBES AVENUE
    PITTSBURGH,PA15213     		  PUBLIC GENERAL PURPOSES OF DONEE 1,000
    CATHOLIC CHARITIES
    2050 BALLENGER AVE SUITE 400
    ALEXANDRIA,VA22314     		  PUBLIC GENERAL PURPOSES OF DONEE 1,000
    CENTER FOR EDUCATION INNOVATION (CEI)
    28 WEST 44TH STREET SUITE 801
    NEW YORK,NY10036     		  PUBLIC GENERAL PURPOSES OF DONEE 50,000
    CENTRAL PARK CONSERVANCY
    14 EAST 60TH ST
    NEW YORK,NY10022     		  PUBLIC GENERAL PURPOSES OF DONEE 500
    CHANNEL 13WNET
    825 EIGHTH AVENUE
    NEW YORK,NY10019     		  PUBLIC GENERAL PURPOSES OF DONEE 1,000
    CHOCKTAW ELEMENTARY
    14663 NE 3RD ST
    CHOCTAW,OK73020     		  PUBLIC GENERAL PURPOSES OF DONEE 2,500
    CLINTON PA
    10 EAST 15TH STREET
    NEW YORK,NY10003     		  PUBLIC GENERAL PURPOSES OF DONEE 5,000
    COLUMBIA UNIVERSITY
    116TH AND BROADWAY
    NEW YORK,NY10027     		  PUBLIC GENERAL PURPOSES OF DONEE 10,000
    DYSTONIA MEDICAL RESEARCH FOUNDATION
    ONE EAST WACKER DRIVE SUITE 2810
    CHICAGO,IL606011905     		  PUBLIC GENERAL PURPOSES OF DONEE 5,000
    EZRA ACADEMY OF GREATER NEW HAVEN
    75 RIMMON ROAD
    WOODBRIDGE,CT06525     		  PUBLIC GENERAL PURPOSES OF DONEE 5,000
    FIELDSTON SCHOOL
    3901 FIELDSTON ROAD
    BRONX,NY10471     		  PUBLIC GENERAL PURPOSES OF DONEE 1,000
    HOPKINS SCHOOL INCORPORATED
    986 FOREST ROAD
    NEW HAVEN,CT06515     		  PUBLIC GENERAL PURPOSES OF DONEE 5,000
    HORIZONS NEWARK
    342 CENTRAL AVENUE
    NEWARK,NJ07103     		  PUBLIC GENERAL PURPOSES OF DONEE 10,000
    HUMAN RIGHTS FIRST
    75 BROAD ST 31ST FLOOR
    NEW YORK,NY10004     		  PUBLIC GENERAL PURPOSES OF DONEE 10,000
    JEWISH COMMUNITY DAY SCHOOL
    3747 W ESPLANADE AVE
    METAIRIE,LA70002     		  PUBLIC GENERAL PURPOSES OF DONEE 5,400
    JEWISH FOUNDATION OF GREATER NEW ORLEANS
    3747 W ESPLANADE AVE
    METAIRIE,LA70002     		  PUBLIC GENERAL PURPOSES OF DONEE 24,000
    LOGAN SCHOOLS FOUNDATION
    101 WEST CENTER
    LOGAN,UT84321     		  PUBLIC GENERAL PURPOSES OF DONEE 10,000
    LOOSE CANNONS
    417 WEST END AVENUE
    NEW YORK,NY10024     		  PUBLIC GENERAL PURPOSES OF DONEE 25,000
    MEMORIAL SLOAN KETTERING
    1275 YORK AVENUE
    NEW YORK,NY10065     		  PUBLIC GENERAL PURPOSES OF DONEE 7,500
    MOUNT SINAI HEALTH SYSTEM
    4300 ALTON ROAD SUITE 100
    MIAMI BEACH,FL33140     		  PUBLIC GENERAL PURPOSES OF DONEE 6,500
    NEW DRAMATISTS INC
    424 W 44TH ST
    NEW YORK,NY10036     		  PUBLIC GENERAL PURPOSES OF DONEE 1,500
    NEW LIGHT THEATER PROJECT INC
    3750 BROADWAY APT 63
    NEW YORK,NY10032     		  PUBLIC GENERAL PURPOSES OF DONEE 76,500
    NEW ORLEANS MUSEUM OF ART
    ONE COLLINS C DIBOLL CIRCLE
    NEW ORLEANS,LA70124     		  PUBLIC GENERAL PURPOSES OF DONEE 110,000
    NEW YORK PUBLIC RADIO
    PO BOX 1550
    NEW YORK,NY101161550     		  PUBLIC GENERAL PURPOSES OF DONEE 500
    NEW YORK STEM CELL FOUNDATION
    163 AMSTERDAM AVENUE BOX 309
    NEW YORK,NY10023     		  PUBLIC GENERAL PURPOSES OF DONEE 10,000
    NYU LANGONE MEDICAL CENTER
    550 FIRST AVENUE
    NEW YORK,NY10016     		  PUBLIC GENERAL PURPOSES OF DONEE 40,000
    PARENT HEART WATCH
    2624 WHITMAN DRIVE SUITE 205
    WILMINGTON,DE19808     		  PUBLIC GENERAL PURPOSES OF DONEE 7,500
    PETER KWONG IMMIGRANT WORKERS LEARNING CENTER
    345 GRAND STREET UNIT 1W
    NEW YORK,NY10002     		  PUBLIC GENERAL PURPOSES OF DONEE 100
    ROSENDALE THEATER COLLECTIVE
    408 MAIN STREET
    ROSENDALE,NY12472     		  PUBLIC GENERAL PURPOSES OF DONEE 1,500
    TENNESSEE WILLIAMS NEW ORLEANS LITERARY FESTIVAL
    938 LAFAYETTE STREET SUITE 515
    NEW ORLEANS,LA70113     		  PUBLIC GENERAL PURPOSES OF DONEE 1,000
    THE ACTORS' CENTER
    1810 16 ST NW 2ND FLOOR
    WASHINGTON,DC20009     		  PUBLIC GENERAL PURPOSES OF DONEE 35,000
    THE REACH INSTITUTE
    485 SEVENTH AVENUE SUITE 1510
    NEW YORK,NY10018     		  PUBLIC GENERAL PURPOSES OF DONEE 50,000
    TRUSTEES OF COLUMBIA UNIVERSITY OF THE CITY OF NY
    622 W113 ST MAIL CODE 4524
    NEW YORK,NY10025     		  PUBLIC GENERAL PURPOSES OF DONEE 28,000
    WESLEYAN UNIVERSITY
    45 WYLLYS AVE
    MIDDLETOWN,CT06549     		  PUBLIC GENERAL PURPOSES OF DONEE 5,000
    YALE UNIVERSITY
    38 HILLHOUSE AVENUE
    NEW HAVEN,CT06511     		  PUBLIC GENERAL PURPOSES OF DONEE 1,000
    YOGI BERRA MUSEUM
    8 YOGI BERRA DRIVE
    LITTLE FALLS,NJ07424     		  PUBLIC GENERAL PURPOSES OF DONEE 6,500
    UNIVERSITY OF NEBRASKA FOUNDATION
    1010 LINCOLN MALL STE 300
    LINCOLN,NE68508     		  PUBLIC GENERAL PURPOSES OF DONEE 1,000
    TURN 2 FOUNDATION
    215 PARK AVENUE SOUTH SUITE 1905
    NEW YORK,NY10003     		  PUBLIC GENERAL PURPOSES OF DONEE 15,000
    Total .................................bullet 3a 579,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 9  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900001 2,162 18 968,248  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aRENTAL R/E - SAP IV     		    14 -456  
    bRENTAL R/E - SAP IV 900001 -74      
    cORDINARY INC - SAP V PARTNERS     14 -351  
    dRENTAL R/E - SAP V PARTNERS     14 -2,000  
    eORDINARY INCOME - NRMA     14 -174  
    fSECTION 475(F) LOSS - NRMA     14 -657,503  
    gORDINARY INCOME - PK VR GLOBAL     14 5,537  
    hOTHER INCOME - PK VR GLOBAL     14 2,397  
    iORDINARY INCOME - PK ZP UTILITY     14 -9,707  
    jOTHER INCOME - PK ZP UTILITY     14 741  
    kOTHER PORTFOLIO INCOME - PK ROCK SPRINGS     14 362  
    lOTHER INCOME     14 98  
    12 Subtotal. Add columns (b), (d), and (e) .. 2,088 525,308 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    527,396
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    HEYMANN WOLF FOUNDATION
    EIN:
    72-6019363
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 13,135 0   13,135

    TY 2021 AppliedToPriorYearElection
    Name:
    HEYMANN WOLF FOUNDATION
    EIN:
    72-6019363
    Election:
    HEYMANN-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

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    HEYMANN WOLF FOUNDATION
    EIN:
    72-6019363
    Name of Bond End of Year Book Value End of Year Fair Market Value
    2,000.0000 CITIGROUP INC - ML ACCT. NO 546-02394 50,000 54,720

    TY 2021 InvestmentsOtherSchedule2
    Name:
    HEYMANN WOLF FOUNDATION
    EIN:
    72-6019363
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    HEYMANN FAMILY PARTNERS AT COST 469,366 469,366
    HEYMANN - SAP IV, LP AT COST 26,045 34,397
    STERLING LEVERED OFFSHORE FUND AT COST 55,624 9,949
    HEYMANN - SAP V PARTNERS AT COST 36,769 36,769
    2839.6230 FIRST EAGLE GLOBAL CL I - ML ACCT. NO. 546-02394 AT COST 142,717 184,178
    11624.6970 THORNBURG INVSTMT INCOME BUILDER FD - ML ACCT. NO. 546-02394 AT COST 242,032 285,735
    6660.2090 JP MORGAN MID CAP VALUE FD CL I - ML ACCT. NO. 546-02394 AT COST 201,305 272,602
    25896.9710 PIONEER STRATEGIC INCOME FD - ML ACCT. NO. 546-02394 AT COST 274,033 278,651
    4334.798 AMERICAN SMALLCAP WORLD FD - ML ACCT. NO. 546-02394 AT COST 198,181 356,667
    4519.4080 AMERICAN CAPITAL WORLD GROWTH & INCO - ML ACCT. NO. 546-02394 AT COST 189,961 287,299
    12577.4890 BLACKROCK GLOBAL ALLOCATION FD - ML ACCT. NO. 546-02394 AT COST 235,471 263,750
    10743.1210 LOOMIS SAYLES GLOBAL & EQUITY INC FD - ML ACCT. NO. 546-02394 AT COST 221,350 306,609
    15660.2215 MORGAN STANLEY EMERGING - ML ACCT. NO. 546-02394 AT COST 91,122 85,818
    PK DIVERSIFIED VENTURES - BARNEGAT AT COST 210,943 294,761
    PK DIVERSIFIED VENTURES - ROCK SPRINGS AT COST 925,058 1,497,555
    PK DIVERSIFIED VENTURES - VR GLOBAL AT COST 400,631 399,322
    NRMA, LLC AT COST 1,278,384 1,278,384
    75.0000 WELLS FARGO & CO NEW 7.5% PERP CONV - ML ACCT. NO. 546-02394 AT COST 92,512 111,790
    12862.0440 COLUMBIA DIVIDEND INCOME FUND CL Z - ML ACCT. NO. 546-02394 AT COST 263,138 406,698
    7975.6860 ABERDEEN US SMALL CAP EQUITY FUND - ML ACCT. NO. 546-02394 AT COST 277,576 354,120
    3262.5620 AMERICAN NEW WORLD FUND CL F2 - ML ACCT. NO. 546-02394 AT COST 176,477 279,732
    8932.1110 LOOMIS SAYLES CORE PLUS BOND FD CL Y - ML ACCT. NO. 546-02394 AT COST 117,549 121,119
    2636.1723 BLACKROCK MULTI-SECTOR OPPORTUNITIES - ML ACCT. NO. 546-02394 AT COST 252,057 222,361
    3270.3832 J.P. MORGAN EXCHANGE TRADED FD TR S - ML ACCT. NO. 546-02394 AT COST 201,443 206,656
    9976.2631 VIRTUS DIVID INT AND PREM STRATEGY FD - ML ACCT. NO. 546-02394 AT COST 109,238 160,219

    TY 2021 LegalFeesSchedule
    Name:
    HEYMANN WOLF FOUNDATION
    EIN:
    72-6019363
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 40 0   40


    TY 2021 OtherAssetsSchedule
    Name:
    HEYMANN WOLF FOUNDATION
    EIN:
    72-6019363
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PERSHING ACCRUED INTEREST PAID 1,243 0 0
    DUE FROM MERRILL LYNCH 3,033 5,995 5,995
    DUE FROM PK DIVERSIFIED 28,842 797,928 797,928
    DUE FROM HEYMANN FAMILY PARTNERS 2,250 0 0
    DUE FROM THE OPTIKA FUND 0 584,355 584,355


    TY 2021 OtherDecreasesSchedule
    Name:
    HEYMANN WOLF FOUNDATION
    EIN:
    72-6019363
    Description Amount
    NONDEDUCTIBLLE EXPENSE 753


    TY 2021 OtherExpensesSchedule
    Name:
    HEYMANN WOLF FOUNDATION
    EIN:
    72-6019363
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DEDUCTIONS RELATED TO PORTFOLIO INCOME 1,025 1,025   0
    OTHER DEDUCTIONS FROM PASSTHROUGHS 86,772 86,772   0
    MISCELLANEOUS 3,246 3,246   0
    BANK CHARGES 540 0   0


    TY 2021 OtherIncomeSchedule2
    Name:
    HEYMANN WOLF FOUNDATION
    EIN:
    72-6019363
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RENTAL R/E - SAP IV -456 -456 -456
    RENTAL R/E - SAP IV -74   -74
    ORDINARY INC - SAP V PARTNERS -351 -351 -351
    RENTAL R/E - SAP V PARTNERS -2,000 -2,000 -2,000
    ORDINARY INCOME - NRMA -174 -174 -174
    SECTION 475(F) LOSS - NRMA -657,503 -657,503 -657,503
    ORDINARY INCOME - PK VR GLOBAL 5,537 5,537 5,537
    OTHER INCOME - PK VR GLOBAL 2,397 2,397 2,397
    ORDINARY INCOME - PK ZP UTILITY -9,707 -9,707 -9,707
    OTHER INCOME - PK ZP UTILITY 741 741 741
    OTHER PORTFOLIO INCOME - PK ROCK SPRINGS 362 362 362
    OTHER INCOME 98 98 98


    TY 2021 OtherLiabilitiesSchedule
    Name:
    HEYMANN WOLF FOUNDATION
    EIN:
    72-6019363
    Description Beginning of Year - Book Value End of Year - Book Value
    DUE TO HALYARD (PENDING PURCHASES) 25,161 0
    DUE TO PK DIVERISIFIED VENTURES 2,711 0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    HEYMANN WOLF FOUNDATION
    EIN:
    72-6019363
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES 122,046 109,011   0


    TY 2021 TaxesSchedule
    Name:
    HEYMANN WOLF FOUNDATION
    EIN:
    72-6019363
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX AND FOREIGN TAX ON DIVIDENDS 54,870 470   0