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
Herbert and Lillian Heilpern Family
Foundation
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

47-3087378
B Telephone number (see instructions)

(800) 839-1754
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$7,658,842J 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) 107,247
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,105 2,105  
4 Dividends and interest from securities... 129,661 129,661  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 227,666
b Gross sales price for all assets on line 6a 2,361,563
7 Capital gain net income (from Part IV, line 2)... 282,865
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
List of Attached Documents:
// Content
35 35  
12 Total. Add lines 1 through 11........ 466,714 414,666  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 66,825     66,825
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 5,686     5,686
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
125,942 125,942    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,600      
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
List of Attached Documents:
// Content
29,225     29,225
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 230,278 125,942   101,736
25 Contributions, gifts, grants paid....... 203,500 203,500
26 Total expenses and disbursements. Add lines 24 and 25 433,778 125,942   305,236
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 32,936
b Net investment income (if negative, enter -0-) 288,724
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments......... 94,785 130,887 130,887
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)      
b Investments—corporate stock (attach schedule)....... 5,870,156 Click to see attachment
List of Attached Documents:
// Content
5,868,290 		7,527,955
c Investments—corporate bonds (attach schedule).......      
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)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,964,941 5,999,177 7,658,842
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 5,964,941 5,999,177
29 Total net assets or fund balances (see instructions)..... 5,964,941 5,999,177
30 Total liabilities and net assets/fund balances (see instructions). 5,964,941 5,999,177
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
5,964,941
2
Enter amount from Part I, line 27a .....................
2
32,936
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,300
4
Add lines 1, 2, and 3 ..........................
4
5,999,177
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,999,177
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 Publicly-traded Securities      
b
c
d
e
(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 2,361,563   2,078,698 282,865
b
c
d
e
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       282,865
b
c
d
e
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 2 282,865
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 4,013
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  
3 Add lines 1 and 2........................... 3 4,013
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,013
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,116
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,116
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,897
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowDE
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 arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
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)
Yes
 
(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
 
No
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
Jill Cohen Dir, Sec, Treas, Pres
25.0 		66,825 573 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
Total number of other employees paid over $50,000...................right arrow  
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
Janney Montgomery Scott llc Investment mgmt 125,942
1580 US HIGHWAY 206
BEDMINSTER,NJ07921
Total number of others receiving over $50,000 for professional services.............right arrow  
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 arrow  
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
7,280,777
b
Average of monthly cash balances.......................
1b
96,790
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,377,567
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
7,377,567
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
110,664
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,266,903
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
363,345
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
363,345
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
4,013
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,013
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
359,332
4
Recoveries of amounts treated as qualifying distributions................
4
1,300
5
Add lines 3 and 4............................
5
360,632
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
360,632
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
305,236
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
305,236
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 7 360,632
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 287,523
b Total for prior years:20 , 20, 20  
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 ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 305,236
a Applied to 2023, but not more than line 2a 287,523
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 17,713
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024.    
(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 .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		342,919
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
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.... 0
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).)
NONE
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.
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

70 FACES MEDIA INC

520 8TH AVE NO 4TH FL
NEW YORK,NY10018 		N/A PC General & Unrestricted 8,000

AMERICAN FRIENDS OF NEVE SHALOM-WAHAT AL-SALAM

229 N CENTRAL AVE FL 4 401
GLENDALE,CA91203 		N/A PC General & Unrestricted 2,000

AMERICAN JEWISH HISTORICAL SOCIETY

5TH FL
NEW YORK,NY10011 		N/A PC General & Unrestricted 2,000

AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC

220 E 42ND ST STE 400
NEW YORK,NY10017 		N/A PC General & Unrestricted 5,000

ANTI-DEFAMATION LEAGUE

605 3RD AVE
NEW YORK,NY10158 		N/A PC General & Unrestricted 7,000

BLUE CARD INC

171 MADISON AVE
NEW YORK,NY10016 		N/A PC General & Unrestricted 1,000

BOSTON LATIN SCHOOL ASSOCIATION

300 FENWAY STE A375
BOSTON,MA02115 		N/A PC General & Unrestricted 500

BOSTON LATIN SCHOOL ASSOCIATION

300 FENWAY STE A375
BOSTON,MA02115 		N/A PC To the Portrait Fund 500

BRANDEIS UNIVERSITY

415 S ST
WALTHAM,MA02453 		N/A PC General & Unrestricted 1,000

BROOKLYN BOOK BODEGA INC

365 BRIDGE ST APT 10N
BROOKLYN,NY11201 		N/A PC General & Unrestricted 21,500

BROOKLYN BRIDGE PARK CONSERVANCY INC

334 FURMAN ST
BROOKLYN,NY11201 		N/A PC General & Unrestricted 1,000

BROOKLYN BUREAU OF COMMUNITY SERVICE

285 SCHERMERHORN ST
BROOKLYN,NY11217 		N/A PC General & Unrestricted 1,500

BROOKLYN GREENWAY INITATIVE

19 MORRIS AVE - BLDG 128
BROOKLYN,NY11205 		N/A PC General & Unrestricted 1,000

BROOKLYN LEGAL SERVICES CORP A

260 BROADWAY STE 2
BROOKLYN,NY11211 		N/A PC General & Unrestricted 500

BROOKLYN PROSPECT CHARTER SCHOOL

355 BRIDGE ST
BROOKLYN,NY11201 		N/A PC Readathon at Clinton Hill Middle School 1,000

BROOKLYN YOUTH MUSIC PROJECT INC

64 W 48TH ST STE 508
NEW YORK,NY10036 		N/A PC General & Unrestricted 1,000

CAMBA INC

1720 CHURCH AVE 2ND FL
BROOKLYN,NY11226 		N/A PC General & Unrestricted 500

CENTER FOR JEWISH HISTORY INC

15 W 16TH ST
NEW YORK,NY10011 		N/A PC General & Unrestricted 1,000

CHEBRA AGUDAS ACHIM CHESED SHEL EMETH

125 MAIDEN LN RM 5B
NEW YORK,NY10038 		N/A PC General & Unrestricted 1,000

CITY HARVEST INC

150 52ND ST
BROOKLYN,NY11232 		N/A PC General & Unrestricted 1,000

COBBLE HILL COMMUNITY FUND

PO BOX 376
BROOKLYN,NY11201 		N/A PC General & Unrestricted 300

COPE FOUNDATION INC

718 WALT WHITMAN RD UNIT 1251
MELVILLE,NY11747 		N/A PC Camp Erin NYC fund 3,000

COPE FOUNDATION INC

718 WALT WHITMAN RD UNIT 1251
MELVILLE,NY11747 		N/A PC Camp Erin NYC Fund 3,000

CUSTOM AND CRAFT JEWISH RITUALS INC

1001 WILSHIRE BLVD SUITE 2259
LOS ANGELES,CA90017 		N/A PC General & Unrestricted 1,000

DOROT INC

171 W 85TH ST
NEW YORK,NY10024 		N/A PC General & Unrestricted 1,000

EAST END DISABILITIES GROUP

147 BOATHEADERS LN N
EAST HAMPTON,NY11937 		N/A PC General & Unrestricted 2,000

EAST END DISABILITY ASSOCIATES INC

107 ROANOKE AVE
RIVERHEAD,NY11901 		N/A PC General & Unrestricted 2,000

ELAINE KAUFMAN CULTURAL CENTER-LUCY MOSES SCHOOL F

129 W 67TH ST
NEW YORK,NY10023 		N/A PC General & Unrestricted 1,000

ELI AND BESSIE COHEN CAMPS

888 WORCESTER ST STE 350
WELLESLEY,MA02482 		N/A PC To Camp Tevya fund 1,000

ELI AND BESSIE COHEN CAMPS

888 WORCESTER ST STE 350
WELLESLEY,MA02482 		N/A PC General & Unrestricted 5,000

ELIJA FOUNDATION INC

11 LAUREL LN
LEVITTOWN,NY11756 		N/A PC General & Unrestricted 500

EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC

PO BOX 3886
NEW YORK,NY10163 		N/A PC General & Unrestricted 2,000

FAST FEET RUNNING AND ATHLETICS INC

184 DRIGGS AVE APT 4L
BROOKLYN,NY11222 		N/A PC General & Unrestricted 500

FORWARD ASSOC INC

125 MAIDEN LN 8TH FL
NEW YORK,NY10038 		N/A PC General & Unrestricted 8,000

FOUNTAIN HOUSE INC

425 W 47TH ST
NEW YORK,NY10036 		N/A PC General & Unrestricted 2,000

FRIENDS OF HILLEL AT STONY BROOK INC

100 NICOLLS RD UNION STE L11
STONY BROOK,NY11794 		N/A PC General & Unrestricted 3,000

FRIENDS OF HILLEL AT STONY BROOK INC

100 NICOLLS RD UNION STE L11
STONY BROOK,NY11794 		N/A PC in support of programs dealing with anti-semitism and anti-Israel bias 2,500

FRIENDS OF THE ISRAEL DEFENSE FORCES

PO BOX 4224
NEW YORK,NY10163 		N/A PC General & Unrestricted 9,000

FRIENDS OF YAD SARAH INC

445 PARK AVE STE 1702
NEW YORK,NY10022 		N/A PC General & Unrestricted 1,000

GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE

268 BUSH ST STE 555
SAN FRANCISCO,CA94104 		N/A PC General & Unrestricted 2,000

GODS LOVE WE DELIVER INC

166 AVE OF THE AMERICAS
NEW YORK,NY10013 		N/A PC General & Unrestricted 4,000

HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERIC

40 WALL ST
NEW YORK,NY10005 		N/A PC Hadassah Magazine Circle, general fund, Smithtown, NY Chapter,and Sea-Port, NY Chapter 4,000

HAROLD GRINSPOON FOUNDATION

67 HUNT ST STE 100
AGAWAM,MA01001 		N/A SO I general PJ Library Fund and PJ Library Grandparent Division 6,000

HAROLD GRINSPOON FOUNDATION

67 HUNT ST STE 100
AGAWAM,MA01001 		N/A SO I general PJ Library Fund and PJ Library Grandparent Division 8,000

HEBREW FREE LOAN SOCIETY INC

675 3RD AVE RM 1905
NEW YORK,NY10017 		N/A PC General & Unrestricted 3,000

HIAS INC

PO BOX 97077
WASHINGTON,DC20090 		N/A PC General & Unrestricted 4,500

HONEST REPORTING COM INC

PO BOX 23858
NEW YORK,NY10087 		N/A PC General & Unrestricted 2,000

IMPACTISRAEL INC

200 HIGHLAND AVE STE 301
NEEDHAM,MA02494 		N/A PC General & Unrestricted 1,000

INTERFAITH NUTRITION NETWORK

211 FULTON AVE
HEMPSTEAD,NY11550 		N/A PC General & Unrestricted 3,000

ISLAND HARVEST LTD

126 SPAGNOLI RD
MELVILLE,NY11747 		N/A PC General & Unrestricted 3,000

ISRAEL GUIDE DOG CENTER FOR THE BLIND

968 EASTON RD STE H
WARRINGTON,PA18976 		N/A PC General & Unrestricted 1,000

ISRAELI DANCE INSTITUTE INC

520 8TH AVE RM 1400
NEW YORK,NY10018 		N/A PC General & Unrestricted 500

JEWBELONG INC

45 AFTERGLOW WAY
VERONA,NJ07044 		N/A PC General & Unrestricted 2,000

JEWISH BOOK COUNCIL

4TH FL
NEW YORK,NY10018 		N/A PC General & Unrestricted 1,500

JEWISH EDUCATION IN MEDIA INC DBA JBS JEWISH BROAD

PO BOX 360
STAMFORD,CT06904 		N/A PC General & Unrestricted 1,000

JEWISH NATIONAL FUND-KEREN KAYEMETH LEISRAEL INC

42 EAST 69TH ST
NEW YORK,NY10021 		N/A PC General & Unrestricted 3,000

LAGUARDIA HIGH SCHOOL PARENTS ASSOCIATION INC

100 AMSTERDAM AVE
NEW YORK,NY10023 		N/A PC General & Unrestricted 2,000

LAGUARDIA HIGH SCHOOL PARENTS ASSOCIATION INC

100 AMSTERDAM AVE
NEW YORK,NY10023 		N/A PC Instrumental Music Studio 1,000

LAGUARDIA HIGH SCHOOL PARENTS ASSOCIATION INC

100 AMSTERDAM AVE
NEW YORK,NY10023 		N/A PC Music Studio 1,000

LITTLE ESSENTIALS

74 GRAND AVE APT 1C
BROOKLYN,NY11205 		N/A PC General & Unrestricted 500

LONG ISLAND CARES INC

10 DAVIDS DR
HAUPPAUGE,NY11788 		N/A PC General & Unrestricted 4,000

MAZON INC A JEWISH RESPONSE TO HUNGER

PO BOX 6095
ALBERT LEA,MN56007 		N/A PC General & Unrestricted 2,000

MIDDLE EAST MEDIA AND RESEARCH INSTITUTE INC

PO BOX 27837
WASHINGTON,DC20038 		N/A PC General & Unrestricted 1,000

MINNEAPOLIS JEWISH FEDERATION

4330 CEDAR LAKE RD S
ST LOUIS PARK,MN55416 		N/A PC General & Unrestricted 1,000

NEEMAN FOUNDATION USA

867 BOYLSTON ST 5TH FL 1342
BOSTON,MA02116 		N/A PC The Michael Levin Base 500

NMDP FOUNDATION

500 N 5TH ST
MINNEAPOLIS,MN55401 		N/A PC General & Unrestricted 2,000

NORTH SHORE ANIMAL LEAGUE AMERICA INC

16 LEWYT ST
PORT WASHINGTON,NY11050 		N/A PC General & Unrestricted 500

NORTH SHORE JEWISH CENTER

385 OLD TOWN RD
PORT JEFFERSON STATION,NY11776 		N/A PC security fund and general support 5,000

PAWS OF WAR INC

127 SMITHTOWN BLVD
NESCONSET,NY11767 		N/A PC General & Unrestricted 500

PROSPECT PARK ALLIANCE INC

95 PROSPECT PARK W
BROOKLYN,NY11215 		N/A PC General & Unrestricted 1,000

READ 718

420 ATLANTIC AVE
BROOKLYN,NY11217 		N/A PC General & Unrestricted 500

SIXPOINT INC

4905 34TH ST SOUTH SUITE 412
SAINT PETERSBURG,FL33711 		N/A PC General & Unrestricted 2,000

SPECIAL MUSIC SCHOOL PTA

129 W 67TH ST
NEW YORK,NY10023 		N/A PC General & Unrestricted 1,200

SPECTRUM DESIGNS FOUNDATION LTD

416 MAIN ST
PRT WASHINGTN,NY11050 		N/A PC General & Unrestricted 500

STANDWITHUS

6505 WILSHIRE BLVD
LOS ANGELES,CA90048 		N/A PC General & Unrestricted 2,000

THE EMMA ALYSON & KATE HANCE FAMILY FOUNDATION INC

130 TULIP AVE
FLORAL PARK,NY11001 		N/A PC General & Unrestricted 1,000

THE FORTUNE SOCIETY INC

29-76 NORTHERN BLVD
LONG ISLAND CITY,NY11101 		N/A PC General & Unrestricted 500

THE JEWISH FOUNDATION FOR THE RIGHTEOUS INC

80 MAIN ST SUITE 380
WEST ORANGE,NJ07052 		N/A PC General & Unrestricted 1,000

THE SAFE CENTER LI INC

15 GRUMMAN RD W STE 1000
BETHPAGE,NY11714 		N/A PC General & Unrestricted 2,000

THREE VILLAGE COMMUNITY TRUST INC

PO BOX 2596
SETAUKET,NY11733 		N/A PC General & Unrestricted 500

THREE VILLAGE MEALS ON WHEELS INC

216 CHRISTIAN AVE
STONY BROOK,NY11790 		N/A PC General & Unrestricted 1,000

UNITED STATES HOLOCAUST MEMORIAL MUSEUM

100 RAOUL WALLENBERG PL SW
WASHINGTON,DC20024 		N/A PC General & Unrestricted 4,000

VAN CORTLANDT PARK ALLIANCE INC

80 VAN CORTLANDT PARK S APT E1
BRONX,NY10463 		N/A PC General & Unrestricted 1,000

WARD MELVILLE HERITAGE ORGANIZATION LTD

PO BOX 572
STONY BROOK,NY11790 		N/A PC for recovery and restoration of pond and properties damaged by the August 2024 storm 5,000

WORLD JEWISH CONGRESS AMERICAN SECTION INC

501 MADISON AVE
NEW YORK,NY10022 		N/A PC General & Unrestricted 3,000

WORLD WILDLIFE FUND INC

1250 24TH ST NW
WASHINGTON,DC20037 		N/A PC General & Unrestricted 1,000
Total .................................right arrow 3a 203,500
bApproved for future payment
Total ................................. right arrow 3b  
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 2,105  
4 Dividends and interest from securities ....     14 129,661  
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 ............ 		    18 227,666  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aBANK CHARGE REFUND 		    01 35  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   359,467  
13Total. Add line 12, columns (b), (d), and (e)..................
13
359,467
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
Herbert and Lillian Heilpern Family
Foundation
Employer identification number

47-3087378
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
Herbert and Lillian Heilpern Family
Foundation 		Employer identification number
47-3087378
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Lillian Heilpern Rev Trust
7 Rhododendron Drive
 
Stony Brook, NY117902012

$ 107,247


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
Herbert and Lillian Heilpern Family
Foundation 		Employer identification number

47-3087378
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SIKA AG BEARER SHS SXYAY, 32 sh. $ 930 2024-04-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DEUTSCHE TELE AG ADS DTEGY, 71 sh. $ 1,707 2024-04-03
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BP PLC SPONSORED ADR BP, 40 sh. $ 1,577 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BANK OF AMERICA CORP BAC, 40 sh. $ 1,510 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AIRBUS GROUP EADSY, 59 sh. $ 2,456 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ATLAS COPCO AB A SHS ADR ATLKY, 88 sh. $ 1,574 2024-04-29
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
Herbert and Lillian Heilpern Family
Foundation 		Employer identification number

47-3087378
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 UNIVERSAL MUSIC GROUP UNVGY, 100 sh. $ 1,470 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MERCADOLIBRE, INC MELI, 1 sh. $ 1,433 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BROADCOM INC AVGO, 1 sh. $ 1,339 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ASML HOLDING NV NY REG SHS ASML, 2 sh. $ 1,814 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VERTEX PHARMCTLS INC VRTX, 3 sh. $ 1,190 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 THERMO FISHER SCIENTIFIC INC TMO, 3 sh. $ 1,726 2024-04-29
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
Herbert and Lillian Heilpern Family
Foundation 		Employer identification number

47-3087378
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 S&P GLOBAL INC COM SPGI, 3 sh. $ 1,249 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SCHLUMBERGER LTD SLB, 21 sh. $ 1,029 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SIEMENS AG SIEGY, 21 sh. $ 2,001 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DU PONT DE NEMOURS DD, 22 sh. $ 1,625 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HDFC BANK LTD ADR HDB, 23 sh. $ 1,345 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CITIGROUP INC C, 29 sh. $ 1,817 2024-04-29
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
Herbert and Lillian Heilpern Family
Foundation 		Employer identification number

47-3087378
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 WAL-MART STORES INC WMT, 36 sh. $ 2,166 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 TAIWAN SEMICONDUCTOR MFG CO LTD TSM, 14 sh. $ 1,922 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SNOWFLAKE INC SNOW, 14 sh. $ 2,211 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ALPHABET INC CL A GOOGL, 14 sh. $ 2,343 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NIKE INC-CL B NKE, 15 sh. $ 1,414 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 AMAZON COM AMZN, 15 sh. $ 2,722 2024-04-29
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
Herbert and Lillian Heilpern Family
Foundation 		Employer identification number

47-3087378
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 FOMENTO ECONOMICO MEXICANO FMX, 17 sh. $ 2,022 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 HONEYWELL INTL HON, 8 sh. $ 1,546 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CHEVRON CORP CVX, 9 sh. $ 1,493 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ZOETIS INC ZTS, 10 sh. $ 1,617 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CONOCOPHILLIPS COP, 11 sh. $ 1,426 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 JP MORGAN CHASE JPM, 12 sh. $ 2,320 2024-04-29
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
Herbert and Lillian Heilpern Family
Foundation 		Employer identification number

47-3087378
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 APPLE INC AAPL, 12 sh. $ 2,095 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DANAHER CORP DHR, 6 sh. $ 1,484 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 CHUBB LIMITED CB, 6 sh. $ 1,485 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 VISA INC V, 7 sh. $ 1,909 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PINDUODUO INC PDD, 7 sh. $ 893 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MICROSOFT CORP MSFT, 7 sh. $ 2,819 2024-04-29
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
Herbert and Lillian Heilpern Family
Foundation 		Employer identification number

47-3087378
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 REPUBLIC SVCS INC RSG, 8 sh. $ 1,541 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 LINDE PLC COM LIN, 4 sh. $ 1,781 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ADOBE SYSTEMS, INC ADBE, 4 sh. $ 1,905 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 QUANTA SVCS INC PWR, 5 sh. $ 1,318 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 GOLDMAN SACHS GROUP GS, 5 sh. $ 2,151 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 BERKSHIRE HATHAWAY INC. CLASS B BRK-B, 5 sh. $ 207 2024-04-29
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
Herbert and Lillian Heilpern Family
Foundation 		Employer identification number

47-3087378
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ACCENTURE PLC ACN, 5 sh. $ 1,528 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 NVIDIA CORP NVDA, 3 sh. $ 2,599 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 SERVICE NOW NOW, 3 sh. $ 2,163 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 LULULEMON ATHLETICA INC LULU, 3 sh. $ 1,086 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 UNITEDHEALTH GROUP INC UNH, 4 sh. $ 1,970 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 ULTA SALON, COSMETICS & FRAGRANCE, INC ULTA, 4 sh. $ 1,628 2024-04-29
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
Herbert and Lillian Heilpern Family
Foundation 		Employer identification number

47-3087378
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MCDONALD'S CORP MCD, 4 sh. $ 1,094 2024-04-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Herbert and Lillian Heilpern Family
Foundation 		Employer identification number

47-3087378
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
Herbert and Lillian Heilpern Family
 
Foundation
EIN:
47-3087378
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2024 InvestmentsCorpStockSchedule
Name:
Herbert and Lillian Heilpern Family
 
Foundation
EIN:
47-3087378
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 21,586 22,170
ACCENTURE PLC 11,771 14,423
ADOBE SYSTEMS, INC 29,424 32,017
AIR PRODS & CHEM INC 9,472 10,441
ALPHABET INC CL A 54,168 89,728
ALPHABET INC CL C 125,519 203,009
AMAZON COM 117,726 204,252
AMGEN INC 11,018 9,122
APPLE INC 158,036 247,665
ASML HOLDING NV NY REG SHS 8,218 8,317
ATLAS COPCO AB A SHS ADR 8,186 9,078
AUTODESK, INC 19,639 28,670
BANK OF AMERICA CORP 8,786 12,174
BERKSHIRE HATHAWAY INC. CLASS 7,755 13,145
BROADCOM INC 25,727 43,354
CHEVRON CORP 47,353 44,611
CHUBB LIMITED 8,309 11,328
CITIGROUP INC 12,275 13,937
CLEARBRIDGE LARGE CAP GROWTH I 54,713 67,185
CONOCOPHILLIPS 7,396 7,239
COSTCO WHOLESALE CORPORATION 7,144 12,828
COUPANG ORD SHS CL A 7,757 7,693
DANAHER CORP 10,136 10,100
DU PONT DE NEMOURS 9,208 11,209
ECOLAB INC 8,675 12,185
ELI LILLY & CO 31,089 34,740
EOG RESOURCES INC 54,355 72,200
EXXON MOBIL CORP 37,527 39,155
FOMENTO ECONOMICO MEXICANO 9,966 9,660
FRANKLIN FTSE JAPAN ETF 85,312 91,781
FRANKLIN LIBERTY U.S. CORE BON 35,968 34,419
FRANKLIN U.S. LARGE CAP MULTIF 37,205 53,186
FRANKLIN US TREASURY BOND ETF 29,370 28,148
GLOBAL X US INFRASTRUCTURE DEV 103,022 107,491
GOLDMAN SACHS ACTIVEBETA US LA 445,823 634,181
GOLDMAN SACHS GROUP 9,764 16,033
HARTFORD DISCIPLINED US EQUITY 97,359 132,027
HDFC BANK LTD ADR 10,205 10,281
HOME DEPOT INC 23,963 28,007
HONEYWELL INTL 29,316 34,109
INTUIT 15,052 22,626
INVESCO QQQ TRUST 148,562 218,295
INVESCO S&P SMALLCAP INDUSTRIA 48,998 69,603
ISHARE DJ FN SRV CMP 211,359 271,479
ISHARE SP SMALL CAP 600 INDEX 266,792 252,793
ISHARES DJ US TECH ETF 434,750 700,134
ISHARES MSCI EAFE VALUE INX 337,457 370,858
ISHARES MSCI EMERGING MARKETS 198,284 192,578
ISHARES MSCI EUROPE FINANCIALS 30,312 35,439
ISHARES MSCI USA QUALITY FACTO 35,337 47,013
ISHARES S&P 500 INDEX FD 99,876 145,404
ISHARES TR S & P MIDCAP 400 IN 237,531 221,201
ISHARES US MEDICAL DEVICES IND 56,038 70,895
JACOBS SOLUTIONS INC 13,596 17,103
JIRE 96,640 92,153
JIVE SOFTWARE INC 154,049 151,408
JOHNSON CONTROLS INTERNATIONAL 9,151 12,866
JP MORGAN CHASE 39,911 69,036
JPMORGAN BETABUILDERS CANADA E 151,653 168,287
JPMORGAN NASDAQ EQUITY PREMIUM 49,432 58,861
LEGG MASON BW GLBL OPPRTNY B 5,892 5,318
LINDE PLC COM 10,055 11,723
MARRIOTT INTERNATIONAL INC. CL 11,815 19,805
MARTIN CURRIE EMERGING MARKETS 29,553 30,375
MASTERCARD INC 29,656 43,179
MCDONALD'S CORP 9,204 9,566
MERCADOLIBRE, INC 6,793 10,203
META PLATFORMS INC 21,097 47,426
MFS BOND I 12,119 11,754
MICROSOFT CORP 178,850 258,801
NORTHROP GRUMMAN CORP 17,564 17,364
NOVO NORDISK A S 14,714 17,290
NVIDIA CORP 121,888 230,442
O'REILLY AUTOMOTIVE INC 12,368 14,230
PALO ALTO NETWORKS INC 23,442 41,487
PARKER HANNIFIN CP 9,551 12,085
PEPSICO INC 10,501 8,972
PINDUODUO INC 10,456 7,468
PINTEREST INC 9,741 8,381
PROLOGIS 42,041 39,426
PRUDENTIAL TOTAL RETURN BD FD 29,537 28,480
PUTNAM EQUITY INCOME FUND Y 60,872 63,469
PUTNAM SHORT DURATION BOND Y 5,675 5,640
QUANTA SVCS INC 6,822 11,694
REPUBLIC SVCS INC 8,319 10,864
S&P GLOBAL INC COM 7,958 9,961
SCHLUMBERGER LTD 9,746 7,055
SELECT SECTOR SPDR ENERGY FUND 100,240 126,092
SERVICE NOW 30,019 61,487
SIEMENS AG 10,578 13,922
SNOWFLAKE INC 15,699 16,367
SYNOPSYS, INC 10,173 9,222
TAIWAN SEMICONDUCTOR MFG CO LT 9,033 19,354
TEMPLETON DEVELOPING MARKETS T 28,819 30,598
TEMPLETON FDS INC FOREIGN FD A 35,339 39,470
THERMO FISHER SCIENTIFIC INC 30,491 27,572
ULTA SALON, COSMETICS & FRAGRA 30,070 29,140
UNITEDHEALTH GROUP INC 77,441 90,549
UNIVERSAL MUSIC GROUP 8,320 8,753
VANECK SEMICONDUCTOR ETF 121,770 145,060
VERTEX PHARMCTLS INC 20,444 21,746
VERTIV CL A 7,735 12,497
VISA INC 54,940 80,274
WAL-MART STORES INC 48,081 103,180
WASTE MANAGEMENT INC 13,921 16,950
WORKDAY INC 21,318 20,900
ZOETIS INC 12,609 13,034

TY 2024 OtherExpensesSchedule
Name:
Herbert and Lillian Heilpern Family
 
Foundation
EIN:
47-3087378
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 29,200     29,200
State or Local Filing Fees 25     25


TY 2024 OtherIncomeSchedule2
Name:
Herbert and Lillian Heilpern Family
 
Foundation
EIN:
47-3087378
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Bank charge refund 35 35  


TY 2024 OtherIncreasesSchedule
Name:
Herbert and Lillian Heilpern Family
 
Foundation
EIN:
47-3087378
Description Amount
RETURNED GRANT 1,300


TY 2024 OtherProfessionalFeesSchedule
Name:
Herbert and Lillian Heilpern Family
 
Foundation
EIN:
47-3087378
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 125,942 125,942    


TY 2024 TaxesSchedule
Name:
Herbert and Lillian Heilpern Family
 
Foundation
EIN:
47-3087378
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 2,100      
990-PF Extension for 2023 500