Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
HEYMANN WOLF FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)130 W 79TH ST 5D
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10024
A Employer identification number

72-6019363
B Telephone number (see instructions)

(917) 743-0069
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$9,724,810
J 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 right arrow.............
3 Interest on savings and temporary cash investments 629 629  
4 Dividends and interest from securities... 308,356 308,356  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 464,498
b Gross sales price for all assets on line 6a 2,425,333
7 Capital gain net income (from Part IV, line 2)... 464,498
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)....... 349,942 349,942  
12 Total. Add lines 1 through 11........ 1,123,425 1,123,425  
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).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 71,693 59,193   0
17 Interest............... 13,915 13,915   0
18 Taxes (attach schedule) (see instructions)... 7,083 3,083   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 46,543 46,087   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 139,234 122,278   0
25 Contributions, gifts, grants paid....... 640,300 640,300
26 Total expenses and disbursements. Add lines 24 and 25 779,534 122,278   640,300
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 343,891
b Net investment income (if negative, enter -0-) 1,001,147
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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.............   1,880 1,880
2 Savings and temporary cash investments......... 472,705 1,282,631 1,282,631
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 394,283 Click to see attachment
List of Attached Documents:
// Content
476,931
479,336
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 1,274,329 Click to see attachment
List of Attached Documents:
// Content
1,170,065
1,179,379
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,165,671 Click to see attachment
List of Attached Documents:
// Content
6,027,586
6,664,437
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
399,097
Click to see attachment
List of Attached Documents:
// Content
117,147
Click to see attachment
List of Attached Documents:
// Content
117,147
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,706,085 9,076,240 9,724,810
Liabilities 17 Accounts payable and accrued expenses..........    
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 8,706,085 9,076,240
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)..... 8,706,085 9,076,240
30 Total liabilities and net assets/fund balances (see instructions). 8,706,085 9,076,240
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
8,706,085
2
Enter amount from Part I, line 27a .....................
2
343,891
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
26,474
4
Add lines 1, 2, and 3 ..........................
4
9,076,450
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
210
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,076,240
Form 990-PF (2024)
Form 990-PF (2024)
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 DIVERSIFED VENTURES LLC - ROCK SPRINGS P    
b HEYMANN FAMILY P    
c MERRILL LYNCH P    
d PERSHING - COVERED TRANSACTIONS P    
e PERSHING - NON-COVERED TRANSACTIONS P    
MERRILL LYNCH - BASIS ADJUSTMENT 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 289,111     289,111
b 14,391     14,391
c 338,153   272,543 65,610
d 1,672,925   1,672,119 806
e 15,000   15,000 0
    1,173 -1,173
95,753     95,753
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       289,111
b       14,391
c       65,610
d       806
e       0
      -1,173
      95,753
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 2 464,498
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  
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 right arrow 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) 1 13,916
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 13,916
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 13,916
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 6,133
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 12,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,133
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 7
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,210
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow4,210 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowLA
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 2024 or the taxable year beginning in 2024? 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
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 addressright arrowN/A
14
The books are in care ofright arrowJERRY HEYMANN Telephone no.right arrow (917) 743-0069

Located atright arrow130 W 79TH ST 5DNEW YORKNY ZIP+4right arrow10024
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
130 W 79TH ST 5D
NEW YORK,NY10024
MARJORIE HEYMANN V.P./SECT/TREAS
0.00
0 0 0
130 W 79TH ST 5D
NEW YORK,NY10024
JONAS JOHN HEYMANN V.P./TREAS
0.00
0 0 0
130 W 79TH ST 5D
NEW YORK,NY10024
NOAH JOHN HEYMANN V.P./OFFICER
0.00
0 0 0
130 W 79TH ST 5D
NEW YORK,NY10024
JOSEPH JOHN HEYMANN V.P./SECT
0.00
0 0 0
130 W 79TH ST 5D
NEW YORK,NY10024
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
5,952,750
b
Average of monthly cash balances.......................
1b
1,097,505
c
Fair market value of all other assets (see instructions)................
1c
3,071,271
d
Total (add lines 1a, b, and c).........................
1d
10,121,526
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
10,121,526
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
151,823
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,969,703
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
498,485
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
498,485
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
13,916
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,916
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
484,569
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
484,569
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
484,569
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
640,300
b
Program-related investments—total from Part VIII-B..................
1b
0
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
640,300
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 484,569
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 100,697
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 640,300
a Applied to 2023, but not more than line 2a 100,697
b Applied to undistributed income of prior years
(Election required—see instructions).....
Click to see attachment
List of Attached Documents:
// Content
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2024 distributable amount..... 484,569
e Remaining amount distributed out of corpus 55,034
5 Excess distributions carryover applied to 2024. 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 55,034
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
0
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 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
55,034
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 55,034
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

ARIAH FOUNDATION

291 MONROE STREET
BROOKLYN,NY11216
  PUBLIC GENERAL PURPOSES OF DONEE 15,000

CARNEGIE MELLON SCHOOL OF DRAMA

5000 FORBES AVENUE
PITTSBURGH,PA15213
  PUBLIC GENERAL PURPOSES OF DONEE 1,000

CHELSEA PIERS FOUNDATION

62 CHELSEA PIERS SUITE 300
NEW YORK,NY10011
  PUBLIC GENERAL PURPOSES OF DONEE 20,000

CHOCKTAW ELEMENTARY

14663 NE 3RD ST
CHOCTAW,OK73020
  PUBLIC GENERAL PURPOSES OF DONEE 4,000

COLUMBIA UNIVERSITY

116TH ST BROADWAY
NEW YORK,NY10027
  PUBLIC GENERAL PURPOSES OF DONEE 10,000

DOCTORS WITHOUT BORDERS

40 RECTOR STREET FL 16
NEW YORK,NY10006
  PUBLIC GENERAL PURPOSES OF DONEE 50,000

DYSTONIA MEDICAL RESEARCH FOUNDATION

ONE EAST WACKER DRIVE SUITE 2810
CHICAGO,IL606011905
  PUBLIC GENERAL PURPOSES OF DONEE 5,000

ENVIRONMENTAL DEFENSE FUND

257 PARK AVE SOUTH
NEW YORK,NY10010
  PUBLIC GENERAL PURPOSES OF DONEE 5,000

HAMDEN HALL COUNTRY DAY SCHOOL

1108 WHITNEY AVE
HAMDEN,CT06517
  PUBLIC GENERAL PURPOSES OF DONEE 5,000

HOPKINS SCHOOL

986 FOREST RD
NEW HAVEN,CT06515
  PUBLIC GENERAL PURPOSES OF DONEE 5,000

HORIZONS NEWARK

342 CENTRAL AVENUE
NEWARK,NJ07103
  PUBLIC GENERAL PURPOSES OF DONEE 5,000

HUMAN RIGHTS FIRST

75 BROAD ST 31ST FLOOR
NEW YORK,NY10004
  PUBLIC GENERAL PURPOSES OF DONEE 10,000

IRISH REPERTORY THEATRE

132 W 22ND STREET
NEW YORK,NY10011
  PUBLIC GENERAL PURPOSES OF DONEE 7,500

JEWISH FAMILY SERVICE

463 7TH AVE 18TH FLOOR
NEW YORK,NY10018
  PUBLIC GENERAL PURPOSES OF DONEE 10,000

LOGAN HIGH SCHOOL

162 W 100 S
LOGAN,UT84321
  PUBLIC GENERAL PURPOSES OF DONEE 5,000

LOOSE CANNONS

417 WEST END AVENUE
NEW YORK,NY10024
  PUBLIC GENERAL PURPOSES OF DONEE 30,000

LOGAN SCHOOLS FOUNDATION

101 WEST CENTER
LOGAN,UT84321
  PUBLIC GENERAL PURPOSES OF DONEE 5,000

MOUNT SINAI HEALTH SYSTEM

4300 ALTON ROAD SUITE 100
MIAMI BEACH,FL33140
  PUBLIC GENERAL PURPOSES OF DONEE 12,500

NATIONAL ASSOCIATION TO ADVANCE FAT ACCEPTANCE

PO BOX 61586
LAS VEGAS,NV89160
  PUBLIC GENERAL PURPOSES OF DONEE 1,000

NEW DRAMATISTS INC

424 WEST 44TH STREET
NEW YORK,NY10036
  PUBLIC GENERAL PURPOSES OF DONEE 1,500

NEW LIGHT THEATER PROJECT

3750 BROADWAY SUITE 63
NEW YORK,NY10032
  PUBLIC GENERAL PURPOSES OF DONEE 210,000

NEW ORLEANS MUSEUM OF ART

ONE COLLINS C DIBOLL CIRCLE
NEW ORLEANS,LA70124
  PUBLIC GENERAL PURPOSES OF DONEE 100,000

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 50,000

TENNESSEE WILLIAMS NEW ORLEANS LITERARY FESTIVAL

938 LAFAYETTE STREET SUITE 515
NEW ORLEANS,LA70113
  PUBLIC GENERAL PURPOSES OF DONEE 1,000

THE 1909 FOUNDATION

313 DATURA STREET SUITE 200
WEST PALM BEACH,FL33401
  PUBLIC GENERAL PURPOSES OF DONEE 2,800

THE CLINTON SCHOOL PARENTS ASSOCIATION

10 EAST 15TH STREET
NEW YORK,NY10003
  PUBLIC GENERAL PURPOSES OF DONEE 20,000

TRUSTEES OF COLUMBIA UNIVERSITY OF THE CITY OF NY

622 W113 ST MAIL CODE 4524
NEW YORK,NY10025
  PUBLIC GENERAL PURPOSES OF DONEE 32,500

SOHO THINK TANK

154 CHRISTOPHER STREET STE 1E
NEW YORK,NY10014
  PUBLIC GENERAL PURPOSES OF DONEE 5,000
Total .................................right arrow 3a 640,300
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ...........
    14 629  
4 Dividends and interest from securities ....     14 308,356  
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 .....     14 8,860  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 464,498  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aORDINARY INC - HEYMANN SAP V PARTNERS
    14 -356  
bOTHER ORDINARY INCOME - NRMA     14 16,868  
cOTHER PORTFOLIO INCOME - HEYMANN FAMILY PARTNERS     14 4  
dOTHER PORTFOLIO INCOME - PK ROCK SPRINGS     14 7  
eRENTAL R/E - HEYMANN SAP V PARTNERS     14 -4,735  
fSECTION 475(F) GAIN - NRMA     14 329,294  
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,123,425 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,123,425
(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 (2024)
Form 990-PF (2024)
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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 2024 InvestmentsCorpBondsSchedule
Name:
HEYMANN WOLF FOUNDATION
EIN:
72-6019363
Name of Bond End of Year Book Value End of Year Fair Market Value
10,000.0000 CAPITAL ONE FINL CORP - HALYARD ACCT. NO. PPM-001184 9,985 9,998
10,000.0000 GOLDMAN SACHS GROUP INC - HAYLARD ACCT NO. PPM-00184 9,808 9,963
12,000.0000 AMERICAN EXPRESS CO - HALYARD ACCT NO. PPM-001184 11,813 11,952
15,000.0000 MARSH & MCCLENNAN COS INC. - HALYARD ACCT. NO. PPM-001184 14,945 14,971
16,000.0000 CAPITAL ONE FINL CORP - HAYLARD ACCT NO. PPM-00184 15,658 15,896
17,000.0000 ALLSTATE CORP - HAYLARD ACCT NO. PPM-00184 16,377 16,389
17,000.0000 NETFLIX INC - HAYLARD ACCT. NO PPM-00184 17,043 17,017
18,000.0000 SHERWIN-WILLIAMS CO FXD RT - HAYLARD ACCT NO. PPM-001184 17,714 17,969
2,000.0000 EXPRESS SCRIPTS - HAYLARD ACCT NO. PPM-00184 1,952 1,990
2,000.0000 MORGAN STANLEY FIXED RATE - HALYARD ACCT. NO. PPM-001184 1,962 1,992
20,000.0000 GOLDMAN SACHS GROUP INC. - HALYARD ACCT. NO. PPM-001184 19,693 19,931
20,000.0000 JPMORGAN CHASE & CO - HAYLARD ACCT NO. PPM-00184 19,645 19,929
22,000.0000 BRISTOL-MYERS - HAYLARD ACCT NO. PPM-00184 21,989 22,107
22,000.0000 HUMANA INC - HAYLARD ACCT NO. PPM-00184 21,916 21,969
24,000.0000 BROADCOM INC - HAYLARD ACCT NO. PPM-00184 23,630 23,688
24,000.0000 QUEST DIAGNOSTICS INC. - HALYARD ACCT NO. PPM-001184 23,261 23,917
25,000.0000 CARRIER GLOBAL CORP - HALYARD ACCT. NO. PPM-001184 24,835 24,900
25,000.0000 CONSTELLATION BRANDS INC. - HALYARD ACCT. NO. PPM-001184 24,946 24,959
26,000.0000 INTL BUSINESS MACHS CORP - HALYARD ACCT. NO. PPM-001184 25,716 25,895
26,000.0000 SYNCHRONY FINL - HALYARD ACCT. NO. PPM-001184 25,935 25,975
27,0000.0000 ABBVIE INC - HAYLARD ACCT NO. PPM-00184 26,584 26,951
27,0000.0000 LOWES CORP - HAYLARD ACCT NO. PPM-00184 26,682 26,961
28,000.0000 FIFTH THIRD BANCORP - HALYARD ACCT. NO. PPM-001184 27,801 27,946
28,000.0000 JOHNSON CONTROLS - HAYLARD ACCT NO. PPM-00184 27,554 27,725
29,000.0000 MCCORMICK & CO. INC. - HALYARD ACCT. NO. PPM-001184 28,561 28,576
29,000.0000 TEXTRON INC FXD - HALYARD ACCT. NO. PPM-001184 28,450 28,946
3,000.000 SHERWIN-WILLIAMS CO. - HAYLARD ACCT NO. PPM-00184 2,990 2,993
30,000.0000 MARRIOTT INTL INC. NEW - HALYARD ACCT NO. PPM-001184 28,956 29,924
30,000.0000 NORTHROP GRUMMAN CORP 29,656 29,976
31,000.0000 CIGNA CORP - HAYLARD ACCT NO. PPM-00184 30,457 30,851
31,000.0000 GENERAL MILLS INC - HAYLARD ACCT NO. PPM-00184 30,629 30,918
32,000.0000 AMGEN INC - HAYLARD ACCT. NO. PPM-00184 31,967 32,018
32,000.0000 GILEAD SCIENCES INC - HAYLARD ACCT NO. PPM-001184 31,712 31,957
32.000.0000 HYATT HOTELS CORP - HAYLARD ACCT NO. PPM-00184 31,928 32,019
33,000.000 ROSS STORES INC - HAYLARD ACCT NO. PPM-00184 32,728 32,959
33,000.0000 HOST HOTELS & RESORTS - HALYARD ACCT. NO. PPM-001184 32,495 32,858
35,000.0000 CAMPBELL SOUP CO FXD - HALYARD ACCT. NO. PPM-001184 34,297 34,919
35,000.0000 DOMINION ENERGY INC - HAYLARD ACCT NO. PPM-00184 34,309 34,764
38,0000.0000 ORACLE CORP - HAYLARD ACCT NO. PPM-00184 37,607 37,782
39,000.0000 UNITED TECHNOLOGIES - HAYLARD ACCT NO. PPM-00184 38,546 38,794
4,000.0000 AMERICAN EXPRESS CO - HALYARD ACCT. NO. PPM-001184 3,958 3,988
4,000.0000 REALTY INCOME CORP - HALYARD ACCT. NO. PPM-001184 3,998 3,997
4,000.0000 REALTY INCOME CORP - HALYARD ACCT. NO. PPM-001184 3,985 3,990
41,000.0000 JOHN DEERE CAP CORP MED - HALYARD ACCT NO. PPM-001184 41,036 41,053
41,000.0000 NEXTERA ENERGY CAP HOLDINGS - HALYARD ACCT NO. PPM-001184 41,068 41,073
45,000.0000 PFIZER INVT ENTERPRISES LTD - HALYARD ACCT NO. PPM-001184 44,672 45,018
5,000.0000 APPLE INC - HAYLARD ACCT NO. PPM-001184 4,958 4,997
5,000.0000 GOLDMAN SACHS GROUP INC. - HALYARD ACCT. NO. PPM-001184 4,922 4,997
5,000.0000 JPMORGAN CHASE & CO - HAYLARD ACCT NO. PPM-001184 4,973 4,995
5,000.0000 LOWES CORP - HAYLARD ACCT NO. PPM-00184 4,927 4,990
5,000.0000 REALTY INCOME CORP - HAYLARD ACCT NO. PPM-00184 4,952 4,994
6,000.0000 MORGAN STANLEY - HAYLARD ACCT NO. PPM-00184 5,834 5,956
6,000.0000 TRUIST FINANCIAL CORP - HALYARD ACCT. NO. PPM-001184 5,935 5,986
38,000.0000 ZOETIS INC - HAYLARD ACCT NO. PPM-00184 38,280 38,199
6.0000 BB&T CORP - HALYARD ACCT. NO. PPM-001184 5,954 5,972
8,000.0000 ALTRIA GROUP INC - HAYLARD ACCT NO. PPM-00184 7,881 7,930

TY 2024 InvestmentsGovtObligationsSch
Name:
HEYMANN WOLF FOUNDATION
EIN:
72-6019363
US Government Securities - End of Year Book Value:

446,922
US Government Securities - End of Year Fair Market Value:

449,370
State & Local Government Securities - End of Year Book Value:


30,009
State & Local Government Securities - End of Year Fair Market Value:


29,966


TY 2024 InvestmentsOtherSchedule2
Name:
HEYMANN WOLF FOUNDATION
EIN:
72-6019363
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
1,538.0640 JP MORGAN UNDSCVRD MNGRS BEHAVRL VAL FD - ML ACCT. NO. 546-02394 AT COST 115,803 128,690
1,607.1531 AVANTIS US SMALL CAP - ML ACCT NO. 456-02394 AT COST 122,518 155,138
1,704.4050 OAKMARK INTL FD - ML ACCT. NO. 546-02394 AT COST 278,535 259,257
1,993.3185 ISHARES 1-3 YEAR TREASURY BOND ETF - ML ACCT. NO. 546-02394 AT COST 161,919 163,412
10,629.8960 LOOMIS SAYLES INVT GRADE BD FD - ML ACCT. NO. 546-02394 AT COST 101,103 103,323
11,914.5280 THORNBURG INVSTMT INCOME BUILDER FD - ML ACCT. NO. 546-02394 AT COST 249,510 307,157
11,975.4206 COHEN AND STEERS TAX-ADVANTAGED PFD - ML ACCT. NO. 546-02394 AT COST 221,923 230,168
13,065.07 VIRTUS DIVID INT AND PREM STRATEGY FD - ML ACCT. NO. 546-02394 AT COST 147,423 165,012
14,889.3360 COLUMBIA DIVIDEND INCOME FUND CL Z - ML ACCT. NO. 546-02394 AT COST 326,329 491,348
26095.9250 BLACKROCK MULTI ASSET INCOME PORTFOLIO - ML ACCT. NO. 546-02394 AT COST 252,967 263,569
29,627.1560 BLACKROCK STRATEGIC INCOME OPPRTNTS - ML ACCT. NO. 546-02394 AT COST 277,389 280,569
3,530.8210 AMERICAN NEW WORLD FUND- ML ACCT. NO. 546-02394 AT COST 196,396 271,026
3,108.9170 FIRST EAGLE GLOBAL CL I - ML ACCT. NO. 546-02394 AT COST 159,804 209,572
4,371.6770 AMERICAN SMALLCAP WORLD FD - ML ACCT. NO. 546-02394 AT COST 200,765 303,220
4,895.3330 AMERICAN CAPITAL WORLD GROWTH & INCO - ML ACCT. NO. 546-02394 AT COST 213,982 310,609
4284.4636 J.P. MORGAN EQUITY PREMIUM INCOME - ML ACCT. NO. 546-02394 AT COST 258,478 246,485
8,615.5690 JP MORGAN MID CAP VALUE FD CL I - ML ACCT. NO. 546-02394 AT COST 272,102 309,902
90.0000 WELLS FARGO & CO NEW 7.5% PERP CONV - ML ACCT NO. 546-02394 AT COST 112,148 107,488
HEYMANN - SAP V PARTNERS AT COST 150 150
HEYMANN FAMILY PARTNERS AT COST 481,472 481,472
NRMA, LLC AT COST 1,876,870 1,876,870

TY 2024 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
DUE FROM MERRILL LYNCH 1,787 1,736 1,736
DUE FROM PK DIVERSIFIED 394,180 107,122 107,122
DUE FROM STERLING AMERICAN PROPERTIES 1,446 0 0
ACCRUED INTEREST PAID - HALYARD 1,684 2,289 2,289
DUE FROM HEYMANN SAP V   6,000 6,000


TY 2024 OtherDecreasesSchedule
Name:
HEYMANN WOLF FOUNDATION
EIN:
72-6019363
Description Amount
NONDEDUCTIBLE EXPENSE 210


TY 2024 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 8,867 8,867   0
OTHER DEDUCTIONS FROM PASSTHROUGHS 36,739 36,739   0
BANK CHARGES 438 0   0
FILING FEES 15 0   0
MISCELLANEOUS EXPENSES 484 481   0


TY 2024 OtherIncomeSchedule2
Name:
HEYMANN WOLF FOUNDATION
EIN:
72-6019363
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS 8,860 8,860 8,860
ORDINARY INC - HEYMANN SAP V PARTNERS -356 -356 -356
OTHER ORDINARY INCOME - NRMA 16,868 16,868 16,868
OTHER PORTFOLIO INCOME - HEYMANN FAMILY PARTNERS 4 4 4
OTHER PORTFOLIO INCOME - PK ROCK SPRINGS 7 7 7
RENTAL R/E - HEYMANN SAP V PARTNERS -4,735 -4,735 -4,735
SECTION 475(F) GAIN - NRMA 329,294 329,294 329,294


TY 2024 OtherIncreasesSchedule
Name:
HEYMANN WOLF FOUNDATION
EIN:
72-6019363
Description Amount
IRS REFUND FROM THE 2023 FORM 990-T 26,474


TY 2024 OtherProfessionalFeesSchedule
Name:
HEYMANN WOLF FOUNDATION
EIN:
72-6019363
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISORY FEES 71,693 59,193   0


TY 2024 TaxesSchedule
Name:
HEYMANN WOLF FOUNDATION
EIN:
72-6019363
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 3,083 3,083   0
TAXES 4,000 0   0