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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
2022-12-01
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
$6,195,165
2022
Total expenses
$6,195,559
2022
Total assets
$55,359,202
2022
Num. employees
3
2022

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$541,809
Little Sisters of the Poor of ChicagoAssistance To the Elderly$264,960
Ida Crown Jewish AcademyScholarships To Worthy Students$232,200
...and 17 more grants made

Personnel at Bernard Heerey Family Foundation

NameTitleCompensation
Jordan A GreySenior Vice President$588,715
Lillian T LicheniakSecretary , Treasurer$0
Thomas E BaltzVice President , Assistant Secretary$606,717
Grey Grey Baltz PcNot Applicable$1,290,619

Financials for Bernard Heerey Family Foundation

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Investment income and dividends$2,365,980
Net rental income$29,291
Net gain from sale of non-inventory assets$2,323,482
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$6,195,165

Form 990s for Bernard Heerey Family Foundation

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-13990PFView PDF
2021-122022-08-26990PFView PDF
2020-122021-09-10990PFView PDF
2019-122021-02-12990PFView PDF
2018-122019-10-08990PFView PDF
...and 7 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 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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