Heimlich Institute Foundation, IRS 990, 2008

8/14/2019 Heimlich Institute Foundation, IRS 990, 2008

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l efile GRAPHIC print - DO NOT PROCESS As Filed Data - DLN: 93492229007489Short Form OMB No 1545-1150

Form990 -EZ19

Return o f Organization Exempt F r om Income TaxUnder section 501( c) , 527, or 4947 ( a)(1) of the I n t e r n a l Revenue Code

(except b la ck l un g b en ef it trust or private f ou nda t i on )0 - Sponsoring o r g a n i z a t i o n s and c on t r ol l i n g o r g a n i z a t i o n s a s d e f i n e d i n s e c t i o n 512(b)(13)

2008must f i l e Form 990 Al l o t h er o r g an i z a t io n s with gross receipts l e s s than $1,000,000 Open t o Pu b l i c

Departm ent o f th e a nd t o t a l a s s e t s less than $2,500,000 a t th e e n d o f th e year may us e t h i s form In s ectionTreasury - The or g a n i z a t i on may have to use a copy of this r e t u r n to s a t is f y s t a te r e po r ti n g r e q u i r e m e n t s . pI n t e r n a l RevenueServiceA Fo r the 2008 calendar year, o r tax year beginning 01-01-2008 , and ending 12-31-2008B Check i f a p p l i c a b l e C Name o f organization D Employer identification numberIAdd h Pl e a se THE HEIMLICH INSTITUTE FOUNDATIONr e s s c a n g eI Name c ha n g e

use IR S 23-7303161label o r-

Number a nd s t r e e t ( or P 0 box, i f mail i s n o t d el i ve r ed t o s t r e e t address) Room/suite E Telephone numberI I n i t i a l r e t u r n print or 311 S T R A IG HT S T R EE TITermination

type.See (513) 5 59 2391

IAmended r e t u r n Specific C i t y or town, s t a t e or country, a nd ZI P + 4 F Grou ExemptionPI

I n st r u c - CINCINNATI, OH 4 5219 NumberA p p l i c a t i o n pending t i on s .

Section 501(c)(3) organizations and 4947(a)(1) nonexempt charitable trusts G Accounting method (Cash I' Accrualmust attach a completed Schedule A (Form 990 o r 990-EZ). Other (specify) -

I Website N/A H Check I' i f t h e o r g a n i z a t i o ni s n ot r equ ir ed to attach3 Organization type (check only one)-F0 1(c) (3 ) A(insert no )F 4947(a)(1) or 527 Schedule B (Form 990, 990-EZ, or 990-PF)K Check i-I- i f t he o r g a n i z a t i o n i s n ot a section 509(a )(3) supporting o r g a n i z a t i o n and i t s gross receipts a re normally n o t more than$25,000 A r e t u r n i s n o t required , bu t i f t he o r g a n i z a t i o n chooses to f i l e a r e t u r n , b e s u r e to f i l e a complete r e t u r nL A dd l i n e s 5 b , 6 b , a nd 7 b , t o l i n e 9 t o determine gross r e c e i p t s , i f $1,000,000 or more, f i l e F or m 99 0 i n s t e a d o f Form 990-EZ 1 - $ 246,840

Revenue - Exnenses_ and Channes i n Net Assets or Fund Balances (SPP t he i ns tri i rti nns fo r Part T )1 Contributions, g i f t s , grants , a nd similar amounts received 12 Program s e r v i c e revenue i nc l u d i n g government f e e s and contracts 2 11,6853 Membership dues a nd assessments 34 Investment income 4 19,6365a Gross amount from s a l e of assets o t h e r than i n v e n t o r y 5a 215,519

? ' b Less cost or o th e r b as is and s a l e s expenses 5b 227,683C D1 c Gain o r (loss) f rom sale o f a s s e t s other than i n v en t or y ( Sub t r a ct l i n e 5 b from l i n e 5 a ) ( at ta ch schedule) Sc -12,164C DC c 6 S p e c i a l events and activities (complete applicable parts of Schedule G) I f any amount i s from gaming,c h e c k here I P P , F-

a Gr o s s r ev en ue (not including $ o f contributions


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Form 990-EZ (2008) Page 2

TMOTM-tatement of Pro g ram Service Accom p lishments (See th e i n st r uc t io ns f or P ar t I I I ) ExpensesWhat i s t h e organization's primary exempt purpose? (Required for 501(c)(3)FINDING SIMPLE SOLUTIONS FOR SAVING LIVES AND TEACHING THOSE SOLUTIONS TO THE WORLD and (4 ) organizations andDescribe what was achieved i n c ar ry in g o ut t h e o rg an iz at i on 's exempt purposes In a clear and concise manner, 4947(a)(1) trusts,describe the services provided, th e number o f persons benefited, o r other relevant information f o r eac h p ro gr am optional f o r otherst i t l e28 HEIMLICH MANEUVER WEEK - EDUCATION OF THE GENERAL PUBLIC ON USES OF THE HEIMLICHMANEUVER FOR DROWNING, CHOKING AND ASTHMA(Grants $ 0) I f t h i s amount includes foreign grants, check here 1 28a 029 PRINTING AND DISTRIBUTING EDUCATION LITERATURE ABOUT THE HEIMLICH MANEUVER INPUBLIC PLACES 703 POSTERS AND 270 WALLET CARDS WERE DISTRIBUTED IN 2008(Grants $ 0) I f this amount includes foreign grants, check here . F 29a 38830AIDS RESEARCH &EDUCATION(Grants $ 0) I f this amount includes foreign grants, check here . 0 - F 30a 13,207310 ther program services (attach schedule)(Grants $ ) I f t h i s amount includes foreign grants, check here . F 31a32 Total program service expenses (add lines 28a through 31a) F 32 13,595ist of Officers , Directors , Trustees , and Key Employees . L i s t each o ne e ve n i f not compensated (See th e i n st r uc t io n s f o r P a rt I V )

(a) Name and a dd re ss(b ) Title and average

hours pe r weekdevoted to position

(c) Compensation( If n ot p aid ,enter -0-.)

(d ) Contributions toemployee benefit plans &deferred compensation

(e ) Expenseaccount and

o t h e r allowances

See Additional D at a T ab le

Form 990-EZ (2008)


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Form 990-EZ (2008) Page 3Other Information (Note th e statement requirements i n the instructions fo r Part VI.) Yes No

33 Di d the organization engage i n any activity no t prev iousl y re porte d to the IRS? I f "Yes," attach a detaileddescription of each activity . . . . . . . . . . . . . . . . . . . . . 33 No

34 Were any changes made to the organizing or governing documents but not reported to the IRS? I f "Yes,"attach a conformed copy of the changes 34 No

35 If the organization ha d income from business a c t i v i t i e s , such as those reported on l i n e s 2 , 6 a , an d 7a (among o t h e r s ) ,but no t reported on Form 990-T, attach a statement explaining your reason f o r not r e p o r t i n g the i nc o me o n Form 9 90 - T

a Di d the organization have unrelated business gross income of $1,000 or more or6033(e) notice, reporting, andproxy tax requirements? 35a Nob I f "Yes," has i t f i l e d a t ax r et ur n on Form 990-T for this year? 35b

36 Was there a l i q u i d a t i o n , dissolution, termination, o r substantial contraction during the year? I f "Yes,"completeapplicable parts of Schedule N . . . . . . . . . . . . . . . . . . . . 36 N o

37a Enter amount o f p o l i t i c a l expenditures, d i r e c t or i n d i r e c t , as described i n the i n s t r u c t i o n s 0 - 37a 0b Did the organization f i l e Form 1120-POL fo r this year? 37b

38a Di d the organization borrow from, or make any loans t o , any officer, director, trustee, or key employee or wereany such loans made i n a p r i o r y ea r a nd s t i l l unpaid a t the start o f the period covered by t h i s return? . 38 a No

b I f "Yes," complete Schedule L , Part II and enter the t o t a l amount involved . 38b39 501(c)(7) organizations. Enter

a I n i t i a t i o n fees an d capital contributions included on l i n e 9 . 39 ab Gross receipts, included on l i n e 9 , f o r public us e o f club f a c i l i t i e s 39 b

40a Section 501(c)(3) organizations. Enter amount of tax imposed on the organization during th e year unders e c t i o n 4911 O k ' 0 , s e c t i o n 4912 Pr 0 , s e c t i o n 4955 O k ' 0

b Section 501(c)(3) and (4) organizations. Di d the organization engage i n any section 4958 excess benefittransaction during the year or did i t become aware of an excess benefit transaction from a prior year? If "Yes," 40b Nocomplete Schedule L , Part

c Enter amount o f tax imposed on organization managers o r disqualified personsduring the year under sections 4912, 4955, and 4958 0

d Enter amount of ta x on l i n e 40c reimbursed by the organization 0

e A l l organizations. At any time during the tax y ear, was th e organization a party to a prohibited tax shelter 40e Notransaction?

41 L i s t the s t a t e s with which a copy o f t h i s r e t u r n i s f i l e d OH42a T he books are i n careofTHE HEIMLICH INSTITUTE FOUNDATION Telephone no J k - (513) 559-2391

311 STRAIGHT STREETLocated a t Pr c i n c i n n a t i , OH ZI P + 4 4 5 2 1 9

b At any time during the calendar year, d i d the organization have an interest i n o r a signature o r other authority Ye s Noover a f i n a n c i a l account i n a foreign country (such as a bank account, securities account, o r other f i n a n c i a l


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Form 990-EZ (2008) Page 4Section 501 ( c)(3) organizations only. A l l section 501(c)(3) organizations must answer questions 46-49

andcomplete the tables f or l i n es 50 an d 51 .

46 Di d th e organization engage in direct or indirect political campaign activities on behalf of or i n opposition to Yes No

candidates for public office? I f "Yes," complete Schedule C, Part I 46 No

47 Di d th e organization engage in lobbying activities? I f "Yes," complete Schedule C, Part I I No

48 Is th e organization operating a school as described i n section 170(b)(1)(A)(ii)'' I f "yes," complete Schedule E 48 No

49a Di d th e organization make any transfers to an exempt non-charitable related organization? 149a No

b I f "Yes," was t h e relat ed organization(s) a section 527 organization?

50 Complete this table for th e five highest compensated employees (other than officers, directors, trustees, and key employees) whoreceived more than $100,000 of compensation from th e organization I f there are n on e, e nt er "None "

(a) Name and address of each employeepaid more than $100,000

(b ) Title and averagehours per week

devoted to position(c) Compensation

(d) Contributions toemployee benefit plans &deferred compensation

(e) Expenseaccount and

other allowances

NONE

Total number of other employees paid over$100,000

51 Complete t h i s table f o r the f i v e highest compensated independent contractors wh o each received more than $100,000 o fcompensation from the organization I f there are none, enter "None "(a) Name and address of each independent contractor paid more than $100,000 (b ) Type of service (c) Compensation

NONE


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l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93492229007489SCHEDULE A P u b l i c Charity Status a nd P u b l i c Support OMB No 1545-0047(Form 990 or 200890EZ) To be completed by a l l section 501(c)( 3) organizations and section 4947(a)(1)nonexempt charitable trusts.Department of t h e Attach to Form 990 or Form 990- EZ . See separate i n s t r u c t i o n s . Open to PublicTreasury InspectionI nt e r n a l RevenueServiceName of the organization Employer identification numberTHE HEIMLICH INSTITUTE FOUNDATION

23-7303161MMOK-eason for Public Charity Status ( to be com p l et ed b y a l l or g a n i z a t i o n s ) ( See Ins tru c ti o ns )Th e organization i s no t a private foundation b e c a u s e i t i s (Please c h e c k only on e organization )

1 1 A church, convention of churches, or association of churches described in Section 170(b)(1)(A)(i).2 1 A school described in Section 170(b)(1)(A)(ii). (Attach Schedule E )3 1 A h o s p i t a l or a cooperative h os pi t a l s e r v i ce o r ga n i za t i on described i n Section 170(b)(1)(A)(iii). (Attach Schedule H4 1 A medical research o r g a n i z a t i o n operated in conjunction with a h os pi t a l described in Section 170(b)(1)(A)(iii). Enter t h e

h os pi t a l 's name, city, and s t a t e5 1 A n o r g a n i z a t i o n operated fo r t h e b en ef it of a college or u n i v e r s i t y owned or operated b y a governmental unit described in

Section 170 ( b)(1)(A)(iv ) . (Complete P a r t I I )6 1 A f e d e r a l , state, o r l oc al government o r go ve rnme nt a l u n i t d escr ibed i n Section 170 ( b)(1)(A)(v).7 F A n o r g a n i z a t i o n t h a t normally r e c e i v e s a s u b s t a n t i a l pa rt of it s support from a governmental u ni t or from t h e g e n e r a l public

described in Section 170 ( b)(1)(A)(vi ) (Complete P art I I )8 1 A community t r u s t described in Section 170 ( b)(1)(A)(vi ) (Complete P a r t I I )9 1 An organization that n or ma l l y r e ce i v es ( 1 ) more t h a n 331/3% o f i t s s u pp or t f ro m contributions, membership fees, a n d gross

receipts from activities related t o i t s exempt f u n ct ion s-subject t o certain e x ce p ti o ns , a n d ( 2 ) no more t h a n 331/3% o fit s support from gross investment income and u n r e l a t e d business t a x a b l e income ( l e s s section 511 t ax) from businessesacquired by t h e o r g a n i z a t i o n af te r June 30, 1975 See Section 509(a)(2). (Complete Pa r t III )

10 1 An o r g a n i z a t i o n organized and operated e x c l u s i v e l y to t e s t for public s a f e t y See Section 509(a )(4). (See instructions11 1 An o r g a n i z a t i o n organized and operated e x c l u s i v e l y for t h e b en ef it of , to perform t h e f u n c t i o n s of , or to c a r r y ou t t h e purposes of

one or more publicly supported o r g a n i z a t i o n s described i n section 509(a)(1) or section 509(a)(2) See Section 509(a)(3). Checkt h e box t h a t describes t h e type of supporting o r g a n i z a t i o n and complete lines 11e through 11h

a 1Type I b 1Type I I c 1Type III - F u n c t i o n a l l y Integrated d 1Type III - Othere (- By checking this b ox, I certify t h a t t h e o r g a n i z a t i o n is n ot controlled d ir ec tl y or i nd ir ec tl y by one or more disqualified persons

o t h e r than foundation managers and o t h e r than one or more publicly supported o r g a n i z a t i o n s described in section 509(a)(1) ors e c t i o n 509(a)(2)

f I f t h e o r g a n i z a t i o n received a wr i t t e n determination from t h e IRS t h a t i t is a Type I , Type I I or Type III supporting organization,check this box (-

g Since August 17, 2006, has t h e o r g a n i z a t i o n accepted any g i f t or c o n t r i b u t i o n from any of t h efollowing pe r s o ns?( i ) a p er son who directly o r indirectly cont rol s , e i th e r alone o r together with p e rs o ns d es c ri b ed i n ( i i ) Ye s No


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Schedule A (Form 990 o r 990-EZ) 2008 Page 2Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)(Complete only i f you checked the box on l i n e 5 , 7 , or 8 of Part I . )

Public SuooortCalendar year (or fiscal year beginning i n ) (a) 2004 (b) 2005 (c) 2006 (d) 2007 (e) 2008 (f) Total1 G i f t s , grants, contributions, an d

membership fees received (Do not 123,860 61,188 21 1 20 0 185,459include a ny "un us ual grants " )

2 Tax revenues levied f o r the organization'sbenefit an d either paid t o o r expended oni t s behalf

3 The value o f services o r f a c i l i t i e sfurnished by a governmental u ni t t o theorganization without charge

4 Total . Add l i n e 1-3 123,860 61,188 211 20 0 185,4595 The portion o f t o t a l contribution by each

person (other than a government u n i t o rpublicly supported organization) included 6 , 3 7 0on l i n e 1 that exceed 2% o f the amountshown on l i n e 11 , column( f )

6 Public Support subtract l i n e 5 from l i n e 179,089Total Support

Calendar year ( or fiscal year beginning in ) ( a) 2004 ( b) 2005 (c) 2006 (d) 2007 (e) 2008 (f) Total7 Amounts from l i n e 4 123,860 19,989 211 20 0 185,4598 Gross income from interest , dividends,

payments received on s e cu ri t i es l oa n s, 24,417 19,989 20,496 21,989 19,636 106,527rents, royalties an d income from similarsources

9 Ne t income from unrelated businessa c t i v i t i e s , whether o r n ot the business i sregularly carried on

10 Other income Do not i n clude g ai n or los sfrom the sale o f capital assets ( Explain i nPart IV )

11 Total Support ( Add lines 7 through 10) 291,98612 Gross receipts from related activities, etc ( See instructions 12 63,78413 First Five Years. I f the Form 990 i s for the organization s f i r s t , second , third, f ou rth, o r f i f t h t ax year as a 501(c)(3)

organization , check t h i s box an d s top here

Comp utation o f P ubli c Support Percentag e14 Public Support Percentage for 2008 ( l i n e 6 column ( f ) divided by l i n e 11 column ( f) ) 14 61 330 %15 Public Support Percentage for 2007 Schedule A, Part IV-A, l i n e 26f 15 81 770 %16a 33 1 / 3% Test - 2008 . I f the organization did not check th e box on l i n e 13, and l i n e 14 is 33 1 / 3% or more, check this box

and stop here . The organization qualifies as a publicly supported organization O k -F


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Schedule A (Form 990 o r 990-EZ) 2008 Page 3IMMOTMSupport Schedule for Organizations Described in IRC 509(a)(2)(Complete only i f y ou checked the bo x on l i n e 9 of Part I . )

Section A. Public SupportCalendar year (or f i s cal year beginning i n ) (a) 2004 (b) 2005 (c) 2006 (d) 2007 (e) 2008 (f) Total

1 G i f t s , grants, contributions, an dmembership fees received (D o notinclude a ny " un us ua l grants " )

2 Gross receipts from admissions,merchandise sold o r services performed,o r f a c i l i t i e s furnished i n an y activity thati s related t o the organization's tax-exempt purpose

3 Gross receipts from activities t hat arenot an unrelated trade o r business undersection 513

4 Tax revenues levied f o r theorganization's benefit an d either paid t oo r expended on i t s behalf

5 The value o f services o r f a c i l i t i e sfurnished by a governmental u n i t t o theorganization without charge

6 Total Add lines 1-57a Amounts i ncluded o n l i n e s 1 , 2 , an d 3

received from disqualified personsb Amounts included on l i n e s 2 an d 3

received from other than disqualifiedpersons that exceed the greater o f 1% o fthe total of lines 9, 10c, 11 , and 12 forthe year or $5,000

c Total o f l i n e s 7a an d 7b8 Public Support (Substract l i n e 7c from

l i n e 6)Total Support

Calendar year (or f i s cal year beginning i n )9 Amounts from l i n e 6

10a Gross income from i n t e r e s t , dividends,payments received on securities loans,rents, royalties an d income from similarsources

b Unrelated business taxable income (lesssection 511 taxes) from businessesacquired after 30 June, 1975

c Add l i n e s 10a an d 10b11 Net income from unrelated businessa c t i v i t i e s not included i n l i n e 10b,

whether o r n ot the business i s regularly

(a) 2004 (b) 2005 (c) 2006 (d) 2007 (e) 2008 (f) Total


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Schedule A (Form 990 o r 990-EZ) 2008 Page 4MOWupplemental Information . Complete this part to provide t he information required by Part I I , l i n e 10;Part I I , l i n e 17a or 17b, or Part I I I , l i n e 1 2 . Provide an d any other additional information. (see instructions)

Schedule A (Form 990 or 990-EZ) 2008


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Additional Data

Software ID:Software Version:

EIN: 23-7303161Name : THE HEIMLICH INSTITUTE FOUNDATION

Form 990EZ, Part IV - List of Officers, Directors, Trustees, and Key Employees(D ) Cont ribut ions to(B ) Title and average ( C) Compensation (E) Expenseemployee b en ef i t p la n s(A) Name and address hours per week ( I f not paid, account and

devoted to position enter - 0 - . ) other allowancesdeferred compensationHENRY HEIMLICH MD311 STRAIGHT STREET TRUSTEE 15 00 12,000 0 0CINCINNATI,OH 45219

PHILIP M HEIMLICH VICE CHAIRMAN 1 00311 STRAIGHT STREET 0 0 0CINCINNATI,OH 45219

BARBARA LO H R311 STRAIGHT STREET SECRETARY 1 00 0 0 0CINCINNATI,OH 45219

E ANTHONY WOODS311 STRAIGHT STREET CHAIRMAN 1 00 0 0 0CINCINNATI,OH 45219PATRICK WARD311 STRAIGHT STREET TRUSTEE 1 00 0 0 0CINCINNATI,OH 45219


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l efile GRAPHIC p rint - DO NOT PROCESS As Filed Data - DLN: 93492229007489

TY 2008 Other Assets Schedule

Name : THE HEIMLICH INSTITUTE FOUNDATIONEIN: 23-7303161

Description Begi n n i ng of YearAmount End of YearAmountJOHNSON INVESTMENTS 673,521 526,921ACCRUED INTEREST/DIVIDEND RECEIVABLE 3,354 1,867ACCOUNTS RECEIVABLE 32,621 35,543DEPOSITS 315 315


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TY 2008 Other Changes i n Ne t Assets Schedule


Description AmountUNREALIZED DEPRECIATION I N INVESTMENTS -147,456


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TY 2008 Other Expenses Schedule


Description AmountPAYROLL TAX 1,207OUTSIDE SERVICES 5,494LEGAL FEES 2,788FOREIGN TAX 49CUSTODIAL FEES 79


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TY 2008 T ra n sf e r s P e r so na l BenefitsContracts Declaration


Declaration : The organization d i d n o t , during the year, receive any funds,d i r e c t l y , o r i n d i r e c t l y , to pay premiums on a personal benefitcontract.The organization, d i d n o t , during the year, pay an ypremiums, d i r e c t l y , o r i n d i r e c t l y , on a personal benefit contract.

Heimlich Institute Foundation, IRS 990, 2008

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