2024-07-31T15:06:05-05:00 2023-12-31 HARVEY J BERGER CPA 2904 N LEISURE WORLD BLVD 503 SILVER SPRING MD 209061396 990PF 2023-01-01 527310143 THE MARILYN T AND DAVID R HEEBNER FOUNDATION INC % THE ORGANIZATION MARI 2406055733 8022 ELLINGSON DRIVE CHEVY CHASE MD 208153030 KIM PRICE TREASURER 2406055733 2024-07-26 true true HARVEY J BERGER CPA P00480524 2406057591 2024-07-25 X 2023 2024-08-08 14:25:15Z X 518356 X 0 X 15765 15765 1132 28740 1132 16897 16897 0 1600 0 0 1600 2891 2891 0 559 0 0 559 5050 2891 0 2159 24400 24400 29450 2891 0 26559 -12553 14006 5754 6195 6195 4963 12619 12619 2314 0 0 521173 502827 499542 534204 521641 518356 0 0 X 534204 521641 534204 521641 534204 521641 534204 -12553 521651 10 521641 CAPITAL GAIN DIVIDENDS P 3791 1132 195 195 195 11 0 169 180 15 false false false false false false false true true VA true false false false false true N/A THE ORGANIZATION 2406055733 8022 ELLINGSON DRIVE CHEVY CHASE MD 208153030 false false false false false false false false false false false false false false false false false false false false false RICHARD H HEEBNER 8022 ELLINGSON DRIVE CHEVY CHASE MD 208153030 VICE-PRESIDENT 0 0 0 0 KIM HEEBNER PRICE 8022 ELLINGSON DRIVE CHEVY CHASE MD 208153030 TREASURER 0 0 0 0 KATHLEEN HEEBNER KARPINSKI 8022 ELLINGSON DRIVE CHEVY CHASE MD 208153030 VP-SECRETARY 0 0 0 0 KATHERINE LYNCH 8022 ELLINGSON DRIVE CHEVY CHASE MD 208153030 PRESIDENT 0 0 0 0 PROVIDES GRANTS TO QUALIFYING ORGANIZATIONS WHOSE PRIMARY AREAS OF FOCUS ARE CHILDREN & YOUTH; EDUCATION; POVERTY SOLUTIONS AND ARTS & CULTURAL ORGANIZATIONS 24400 500873 12378 0 513251 0 513251 7699 505552 25278 25278 195 195 25083 25083 25083 26559 0 0 0 0 26559 25083 24348 2021 2020 2019 0 0 26559 24348 2211 0 0 0 0 22872 0 0 MRS MARILYN T HEEBNER NONE X SMYAL 410 7TH STREET SE WASHINGTON DC 20003 NONE PC GENERAL OPERATIONS 4000 BLACK WOMEN FOR WELLNESS PO BOX 292516 LOS ANGELES CA 90029 NONE PC GENERAL OPERATIONS 4000 URBAN ARTISTRY 11308 GRANDVIEW AVENUE SUITE 200 SILVER SPRING MD 20902 NONE PC GENERAL OPERATIONS 4000 FRIENDS OF FORT DUPONT ICE ARENA C/O CAPITAL CLUBHOUSE 30330WALDORF MARKET PLACE WALDORF MD 20603 NONE PC GENERAL OPERATIONS 400 URBAN LEAGUE OF THE UPSTATE 716 UNION STREET SPARTANBURG SC 29306 NONE PC GENERAL OPERATIONS 400 AMERICAN INDIAN COLLEGE FUND PO BOX 172449 DENVER CO 802172449 NONE GENERAL OPERATIONS 4000 DIG DEEP RIGHT TO WATER PROJECT 932 WILSON STREET LOS ANGELES CA 90021 NONE GENERAL OPERATIONS 400 MY FRIEMD'S PLACE PO BOX 3867 HOLLYWOOD CA 90078 NONE GENERAL OPERATIONS 800 FIRST NATIONS DEVELOPMENT INSTITUTE 2432 MAIN STREETG 2ND FLOOR LONGMONT CA 80501 NONE GENERAL OPER ATION 4000 FERST READERS PO BOX 1321 MADISON GA 30650 NONE GENERAL OPERATIONS 1200 LOS ANGELES REGIONAL FOOD BANK 1734 EAST 41ST STREET LOS ANGELES CA 90058 NONE GENERAL OPERATIONS 400 SUNFLOWER BAKERY INC 595 HALPINE ROAD ROCKVILLE MD 208512452 NONE GENERAL OPERATIONS 400 STEPPING STONES SHELTER PO BOX 712 ROCKVILLE MD 20848 NONE GENERAL OPERATIONS 400 24400 14 14 15765 18 1132 16897 16897 false false false false false false false false false false ACCOUNTING FEES 1600 0 0 1600 HIGHLAND REIT INC 0 0 ARTISAN INTERNATIONAL INVESTOR AT COST 23966 23480 CATALYST MILLBURN HEDGE STRAT AT COST 20895 23000 AMERICAN TAX EXEMPT BOND FUND AT COST 20022 19425 CALAMOS MARKET NEUTRAL INCOME AT COST 46430 48099 NUVEEN LIMITED TERM MUNI BOND AT COST 45634 44849 AB INCOME FUND ADVISOR AT COST 69691 58320 AMG YACKTMAN FUND AT COST 31205 35957 BLACKROCK MULTI-ASSET AT COST 28009 25410 BLACKROCK STRATEGIC MUNI AT COST 21413 19280 CAUSEWAY INTL VALUE AT COST 19164 25705 DELAWARE SMALL CAP VALUE AT COST 14466 16671 EDGEWOOD GROWTH FUND AT COST 40369 45442 PIMCO INCOME AT COST 64902 59715 PIMCO INTL BOND AT COST 38106 34955 T ROWE PRICE QM US SML CAP AT COST 18555 19234 ROUNDING 10 CORPORATE REGISTRATION 559 0 0 559 INVESTMENT INCOME TAX REFUND INVESTMENT MANAGEMENT FEES 2891 2891 0 EXCISE TAX