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EIN 14-1840613

Bernard Heerey Family Foundation

IRS 501(c) type
501(c)(3)
Num. employees
3
City
Chicago
State
Illinois
Year formed
2005
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
The Bernard Heerey Family Foundation is a private foundation located in Chicago, IL that made 22 grants last year. Grantees include the Council For Jewish Elderly. Trustees are Grey Grey Baltz PC, Charles E Dobrusin, and Martin D Kerpel.
Total revenues
$5,905,492
2023
Total expenses
$5,321,293
2023
Total assets
$55,929,029
2023
Num. employees
3
2023

Program areas at Bernard Heerey Family Foundation

None. All grants paid to tax-exempt section 501(c)(3)public charities.

Grants made by Bernard Heerey Family Foundation

GranteeGrant descriptionAmount
Council for Jewish Elderly (CJE)Assistance To the Elderly$272,496
Ida Crown Jewish AcademyScholarships To Worthy Students$232,200
Ida Crown Jewish AcademyScholarships To Worthy Students$212,200
...and 17 more grants made

Personnel at Bernard Heerey Family Foundation

NameTitleCompensation
Jordan A GreySenior Vice President$556,035
Lillian T LicheniakSecretary , Treasurer$0
Thomas E BaltzVice President , Assistant Secretary$557,175
Grey Grey Baltz PcNot Applicable$1,290,619

Financials for Bernard Heerey Family Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$2,276,074
Net rental income$299,260
Net gain from sale of non-inventory assets$1,843,862
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$5,905,492

Form 990s for Bernard Heerey Family Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-10-30990PFView PDF
2022-122023-11-13990PFView PDF
2021-122022-08-26990PFView PDF
2020-122021-09-10990PFView PDF
2019-122021-02-12990PFView PDF
...and 8 more Form 990s
Data update history
January 21, 2024
Posted financials
Added Form 990PF for fiscal year 2022
January 21, 2024
Updated personnel
Identified 3 new personnel
August 28, 2023
Posted financials
Added Form 990PF for fiscal year 2021
May 7, 2023
Updated personnel
Identified 4 new personnel
May 6, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsFamily foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
JewishReligiousProvides grantsPartially liquidatedState / local levelTax deductible donations
General information
Address
1 N Lasalle St Suite 1100
Chicago, IL 60602
Metro area
Chicago-Naperville-Elgin, IL-IN-WI
County
Cook County, IL
Phone
(312) 782-2610
IRS details
EIN
14-1840613
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2005
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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