HEINZ FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HEINZ FAMILY FOUNDATION (EIN 25-1689382)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202143139349101904
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-09T10:57:48-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251408703 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE SUITE 1700 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251689382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEINZ FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEIN | BusinessNameControlTxt |
| Phone | 4124975775 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 LIBERTY AVENUE NO 3200 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELE M BATTLE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4124975775 | PhoneNum |
| Signature | 2021-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHELE | PersonFirstNm |
| Person Last | BATTLE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN M KIRSCH | PreparerPersonNm |
| PTIN | P00341397 | PTIN |
| Phone | 4122613644 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $142,420,346 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $514,414 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,473,485 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,851,454 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,123,521 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,936,741 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $21,651 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $73,842 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,387,519 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,484,068 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $273,548 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,677 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $259,871 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $169,797 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $8,490 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $161,307 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $151,361 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,568 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $143,793 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $33,184 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,683 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $23,424 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,880 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,153 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,913 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $438,307 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $429,767 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,440 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $78,561 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $86,961 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $58,379 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $12,147 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $607 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $142,757 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,138 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $135,619 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,265 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $113 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,152 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,674 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $84 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,590 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $790,845 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $320,549 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $784,620 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,130,726 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $933,769 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,546,729 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,801,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,038,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,932,226 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $933,769 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,585,229 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,455,293 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,550,299 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,667 | CashBOYAmt |
| Cash EOY | $5,712 | CashEOYAmt |
| Cash EOYFMV | $5,712 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,895,483 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,134,814 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,134,814 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $77,879,011 | CorporateStockBOYAmt |
| Corporate Stock EOY | $79,693,644 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $96,266,699 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,639,160 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,627,335 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $21,066 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $11,825 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $11,825 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $479,590 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $479,590 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $479,590 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $35,780,542 | OtherAssetsBOYAmt |
| Other Assets EOY | $35,080,840 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $40,521,706 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $116,061,359 | TotalAssetsBOYAmt |
| Total Assets EOY | $120,406,425 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $142,420,346 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $125,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $180,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $4,750,460 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,640,233 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,875,460 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,820,233 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $37,620,431 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $34,804,318 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $73,565,468 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $80,781,874 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $111,185,899 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $115,586,192 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $116,061,359 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $120,406,425 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $111,185,899 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,455,293 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $115,641,192 | SubtotalAmt |
| Other Decreases | $55,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $115,586,192 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $43,327,338 | $35,995,161 | $7,332,177 | $7,332,177 | |
| CAPITAL GAIN DISTRIBUTIONS | $84,067 | $84,067 | $84,067 | P | |
| FLOWTHROUGH FROM PARTNERSHIPS | $20,849 | -$20,849 | -$20,849 | P | |
| TAX BASIS LOSS PARK NATURAL RESOURCES FUND | $169,505 | -$169,505 | -$169,505 | P | |
| TAX BASIS LOSS GLOBAL ALPHA INTERNATIONAL SMALL CAP FUND | $1,265 | -$1,265 | -$1,265 | P | |
| TAX BASIS GAIN CERES FARMS | $712,116 | $712,116 | $712,116 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,936,741 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $118,849 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $118,849 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $118,849 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $144,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $130,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $274,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $155,751 | OverpaymentAmt |
| Applied To ES Tax | $100,000 | AppliedToESTaxAmt |
| Refund | $55,751 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHELE M BATTLE | IndividualWithBooksNm |
| Phone | 4124975775 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 LIBERTY AVENUE SUITE 3200 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MCCALL CRAVENS | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | CHIEF INVESTMENT OFFICER | 8.00 | $204,514 | $12,905 | $0 |
| MICHELE BATTLE | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | TREASURER | 4.00 | $51,204 | $4,925 | $0 |
| TERESA HEINZ | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | CHAIR/CEO | 2.00 | $0 | $0 | $0 |
| ANDRE HEINZ | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | CLASS B PERMANENT DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER HEINZ | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | CLASS B PERMANENT DIRECTOR | 1.00 | $0 | $0 | $0 |
| RONALD DAVENPORT | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | TERM DIRECTOR | 1.00 | $0 | $0 | $0 |
| ARIE KOPELMAN | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | TERM DIRECTOR | 1.00 | $0 | $0 | $0 |
| LINDA K SMITH ESQ | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | TERM DIRECTOR | 1.00 | $0 | $0 | $0 |
| THEODORE H STEBBINS JR | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | TERM DIRECTOR | 1.00 | $0 | $0 | $0 |
| WENDY MACKENZIE | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | SECRETARY AND TERM DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KIM O'DELL | ||||||||
| 625 LIBERTY AVE STE 3200 | PITTSBURGH | PA | 15222 | DIRECTOR/HEINZ AWARD | 40.00 | $165,750 | $33,978 | $0 |
| HALLEY CASEY | ||||||||
| 625 LIBERTY AVE STE 3200 | PITTSBURGH | PA | 15222 | EXECUTIVE ASSISTANT | 40.00 | $74,814 | $22,114 | $0 |
| LISA GIORGETTI | ||||||||
| 625 LIBERTY AVE STE 3200 | PITTSBURGH | PA | 15222 | PROGRAM OFFICER | 25.00 | $69,844 | $10,553 | $0 |
| MOLLY MEHLING | ||||||||
| 625 LIBERTY AVE STE 3200 | PITTSBURGH | PA | 15222 | PROGRAM OFFICER | 25.00 | $68,402 | $10,432 | $0 |
| ALEX GOODWIN | ||||||||
| 625 LIBERTY AVE STE 3200 | PITTSBURGH | PA | 15222 | PROGRAM ASSISTANT | 34.00 | $43,370 | $11,125 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HEINZ FAMILY OFFICE | |||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | CONTRACTED EMPLOYEE SERVICES | $813,741 |
| BURNESS COMMUNICATIONS | |||||
| 7910 WOODMONT AVENUE SUITE 700 | BETHESDA | MD | 208147034 | HEINZ AWARDS PUBLIC RELATIONS CONSULTING | $140,173 |
| CLEVENTS | |||||
| 5 PARAGON DRIVE SUITE 200 | MONTVALE | NJ | 07645 | HEINZ AWARDS VIRTUAL EVENT PRODUCTION SERVICES | $73,196 |
| CAMBRIDGE ASSOCIATES | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | INVESTMENT CONSULTING SERVICES | $70,000 |
| TREEHOUSE CREATIVE LLC | |||||
| 724 COPELAND STREET | PITTSBURGH | PA | 15232 | HEINZ AWARDS VIDEOGRAPHY | $69,021 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ONE OF THE PRIMARY EXEMPT PURPOSES OF THE FOUNDATION IS THE AWARDING OF INDIVIDUAL GRANTS, RECOGNIZING OUTSTANDING ACHIEVEMENTS IN THE AREAS OF ARTS & HUMANITIES; HUMAN CONDITION; PUBLIC POLICY; TECHNOLOGY, THE ECONOMY & EMPLOYMENT; AND ENVIRONMENT. DURING 2020, TEN GRANTS WERE MADE TO INDIVIDUALS AND/OR CHARITABLE ORGANIZATIONS AS DETAILED IN PART XV OF FORM 990-PF.THESE AWARDS ARE GRANTED IN ACCORDANCE WITH IRC SECTION 4945 (G) ON AN OBJECTIVE AND NONDISCRIMINATORY BASIS PURSUANT TO A PROCEDURE APPROVED IN ADVANCE BY THE INTERNAL REVENUE SERVICE. | Description1Txt |
| Expenses1 | $2,160,961 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $35,999,080 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,663,159 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $97,375,964 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $140,038,203 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $140,038,203 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,100,573 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $137,937,630 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,896,882 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,896,882 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $118,849 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $118,849 | TotalTaxAmt |
| Distributable Before Adj | $6,778,033 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,778,033 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,778,033 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,585,229 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $2,763 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $7,587,992 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,587,992 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,778,033 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,517,668 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,587,992 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,517,668 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,324 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $6,707,709 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TERESA HEINZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (144 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALASKA SUSTAINABLE FISHERIES TRUST | ||||||||
| PO BOX 2106 | SITKA | AK | 99835 | N/A | PC | DESIGNATED PAYMENT BY LINDA BEHNKEN, 2020 HEINZ AWARD WINNER - ENVIRONMENT | $100,000 | |
| ALFA DEMMELLASH | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | NONE | I | 2020 HEINZ AWARD WINNER - TECHNOLOGY, ECONOMY, AND EMPLOYMENT | $210,000 | |
| DAVID AUTOR | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | NONE | I | 2020 HEINZ AWARD WINNER - 25TH ANNIVERSARY AWARD | $250,000 | |
| GABRIELA LENA FRANK | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | NONE | I | 2020 HEINZ AWARD WINNER - ARTS AND HUMANITIES | $225,000 | |
| GABRIELA LENA FRANK CREATIVE ACADEMY FOR MUSIC | ||||||||
| PO BOX 888 | BOONVILLE | CA | 95415 | N/A | PC | DESIGNATED PAYMENT BY GABRIELA LENA FRANK, 2020 HEINZ AWARD WINNER - ARTS AND HUMANITIES | $25,000 | |
| KATY BACKES KOZHIMANNIL | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | NONE | I | 2020 HEINZ AWARD WINNER - PUBLIC POLICY | $250,000 | |
| LINDA BEHNKEN | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | NONE | I | 2020 HEINZ AWARD WINNER - ENVIRONMENT | $150,000 | |
| MOLLY BALDWIN | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | NONE | I | 2020 HEINZ AWARD WINNER - HUMAN CONDITION | $125,000 | |
| RISING TIDE CAPITAL | ||||||||
| 384 MARTIN LUTHER KING DRIVE | JERSEY CITY | NJ | 07305 | N/A | PC | DESIGNATED PAYMENT BY ALFA DEMMELLASH AND ALEX FORRESTER, 2020 HEINZ AWARDS WINNER - TECHNOLOGY | $40,000 | |
| ROCA INC | ||||||||
| 101 PARK AVENUE | CHELSEA | MA | 02150 | N/A | PC | DESIGNATED PAYMENT BY MOLLY BALDWIN, 2020 HEINZ AWARD WINNER - HUMAN CONDITION | $125,000 | |
| PHILLIPS EXETER ACADEMY | ||||||||
| 20 MAIN STREET | EXETER | NH | 038332460 | N/A | PC | SCHOLARSHIPS FOR THE 2020-21 ACADEMIC YEAR | $53,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | UNDERGRADUATE SCHOLARSHIPS FOR THE 2020-21 ACADEMIC YEAR | $184,000 | |
| AMERICAN ACADEMY OF ARTS AND SCIENCES | ||||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 02138 | N/A | PC | FOR THE ANNUAL FUND | $5,000 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| AMERICAN RED CROSS | ||||||||
| 2801 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | N/A | PC | FOR COVID-19 EFFORTS | $25,000 | |
| ARTS FOR THE AGING INC | ||||||||
| 15800 CRABBS BRANCH WAY SUITE 300 | ROCKVILLE | MD | 20855 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| BLAINE COUNTY HUNGER COALITION | ||||||||
| 121 HONEYSUCKLE STREET | BELLEVUE | ID | 83313 | N/A | PC | FOR GENERAL OPERATING SUPPORT RELATED TO COVID-19 DEMAND | $25,000 | |
| BLAINE COUNTY HUNGER COALITION | ||||||||
| 121 HONEYSUCKLE STREET | BELLEVUE | ID | 83313 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| BLAINE COUNTY RECREATION DISTRICT | ||||||||
| 1050 FOX ACRES ROAD 107 | HAILEY | ID | 83333 | N/A | GOV | FOR THE GALENA LODGE | $50,000 | |
| BLAINE COUNTY RECREATION DISTRICT | ||||||||
| 1050 FOX ACRES ROAD 107 | HAILEY | ID | 83333 | N/A | GOV | FOR THE GALENA LODGE | $50,000 | |
| BLAINE COUNTY SCHOOL DISTRICT EDUCATION FOUNDATION | ||||||||
| PO BOX 253 | HAILEY | ID | 83333 | N/A | PC | FOR SUPPORT OF PROVIDING STUDENTS WITH INTERNET CONNECTION TO PARTICIPATE IN ONLINE SCHOOL RELATED TO THE COVID-19 EPIDEMIC | $40,000 | |
| BLAINE COUNTY SCHOOL DISTRICT EDUCATION FOUNDATION | ||||||||
| PO BOX 253 | HAILEY | ID | 83333 | N/A | PC | FOR SUPPORT OF PROVIDING STUDENTS WITH INTERNET CONNECTION TO PARTICIPATE IN ONLINE SCHOOL RELATED TO THE COVID-19 EPIDEMIC | $25,000 | |
| BLAINE COUNTY SENIORS COUNCIL INC | ||||||||
| PO BOX 28 | HAILEY | ID | 83333 | N/A | PC | FOR SUPPORT OF THE MEALS ON WHEELS PROGRAM RELATED TO COVID-19 DEMAND | $20,000 | |
| THE BREAST CANCER RESEARCH FOUNDATION INC | ||||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | N/A | PC | FOR THE BOSTON HOT PINK PARTY | $10,000 | |
| BROOKINGS INSTITUTION | ||||||||
| 1775 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| BROOKINGS INSTITUTION | ||||||||
| 1775 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| BUCKS COUNTY FOOD SHED ALLIANCE | ||||||||
| PO BOX 401 | DOYLESTOWN | PA | 18901 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| CARNEGIE INSTITUTE | ||||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 15213 | N/A | PC | FOR THE 2020 ANNUAL GIVING CAMPAIGN | $25,000 | |
| CARNEGIE INSTITUTE MUSEUM OF ART | ||||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 15213 | N/A | PC | FOR THE FELLOWS FUND | $5,000 | |
| CARNEGIE MELLON UNIVERSITY | ||||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | N/A | PC | FOR THE 2019-20 TRUSTEE ANNUAL FUND | $25,000 | |
| CARVERSVILLE FARM FOUNDATION | ||||||||
| PO BOX 204 | CARVERSVILLE | PA | 18913 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| CATHOLIC YOUTH ASSOCIATION OF PITTSBURGH INC | ||||||||
| 286 MAIN STREET | PITTSBURGH | PA | 152012899 | N/A | PC | FOR THE 47TH ANNUAL ART ROONEY AWARD DINNER AND AUCTION | $1,500 | |
| CENTER FOR A NEW AMERICAN SECURITY | ||||||||
| 1152 15TH STREET NW SUITE 950 | WASHINGTON | DC | 20005 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| CENTER FOR A NEW AMERICAN SECURITY | ||||||||
| 1152 15TH STREET NW SUITE 950 | WASHINGTON | DC | 20005 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| THE CHARACTER LAB | ||||||||
| 3675 MARKET STREET SUITE 200 | PHILADELPHIA | PA | 19104 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| CHURCH BY THE SEA | ||||||||
| 2700 MAYAN DRIVE | FT LAUDERDALE | FL | 33316 | N/A | PC | FOR THE NORTHERN ABACOS RELIEF AND REBUILD FUND | $25,000 | |
| CHURCH BY THE SEA | ||||||||
| 2700 MAYAN DRIVE | FT LAUDERDALE | FL | 33316 | N/A | PC | FOR THE NORTHERN ABACOS RELIEF AND REBUILD FUND | $25,000 | |
| COMMUNITY LIBRARY ASSOCIATION INC KETCHUM SUN VALLEY & TRIUMPH | ||||||||
| 415 SPRUCE AVENUE N PO BOX 2168 | KETCHUM | ID | 83340 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| COMMUNITY LIBRARY ASSOCIATION INC KETCHUM SUN VALLEY & TRIUMPH | ||||||||
| 415 SPRUCE AVENUE N PO BOX 2168 | KETCHUM | ID | 83340 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| COUNCIL ON FOREIGN RELATIONS | ||||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | PC | FOR THE ANNUAL FUND | $10,000 | |
| THE CRISIS HOTLINE | ||||||||
| PO BOX 939 | KETCHUM | ID | 83340 | N/A | PC | FOR THE NEIGHBORS HELPING NEIGHBORS PROGRAM SUPPORTING COVID-19 EFFORTS | $25,000 | |
| DEPARTMENT OF VETERANS AFFAIRS | ||||||||
| 1010 DELAFIELD ROAD | PITTSBURGH | PA | 15215 | N/A | GOV | FOR THE VAPHS HEINZ HOSPICE IN HONOR OF DARRELL J. LEWIS | $2,500 | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| EARTH DAY NETWORK | ||||||||
| 1752 N STREET NW SUITE 700 | WASHINGTON | DC | 20036 | N/A | PC | FOR THE 50TH ANNIVERSARY OF EARTH DAY | $250,000 | |
| EAST SIDE HOUSE SETTLEMENT | ||||||||
| 337 ALEXANDER AVENUE | BRONX | NY | 10454 | N/A | PC | FOR THE WINTER ANTIQUES SHOW | $2,500 | |
| EAST SIDE HOUSE SETTLEMENT | ||||||||
| 337 ALEXANDER AVENUE | BRONX | NY | 10454 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $2,500 | |
| ENDEAVOR | ||||||||
| 900 BROADWAY SUITE 301 | NEW YORK | NY | 10003 | N/A | PC | FOR THE 2020 ENDEAVOR GALA | $25,000 | |
| ENGAGE NEPAL | ||||||||
| 5022 GRAND BEECH CT | HAYMARKET | VA | 20169 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| FLOURISH FOUNDATION | ||||||||
| PO BOX 2429 | KETCHUM | ID | 83340 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| FOODCORPS INC | ||||||||
| 1140 SE 7TH AVENUE SUITE 110 | PORTLAND | OR | 97214 | N/A | PC | FOR GENERAL OPERATING SUPPORT RELATED TO COVID-19 RESPONSE EFFORTS | $25,000 | |
| FRIENDS OF THE PITTSBURGH FISHER HOUSE | ||||||||
| 3945 FORBES AVENUE BOX 240 | PITTSBURGH | PA | 15213 | N/A | PC | FOR THE H.J. HEINZ III CAMPUS CAPITAL CAMPAIGN | $50,000 | |
| FRIENDS OF THE PITTSBURGH URBAN FOREST | ||||||||
| 32 62ND STREET | PITTSBURGH | PA | 15201 | N/A | PC | FOR THE ONE TREE PER CHILD PROJECT | $125,000 | |
| FUND FOR PARKS AND RECREATION IN BOSTON | ||||||||
| 1010 MASSACHUSETTS AVENUE | BOSTON | MA | 02118 | N/A | PC | FOR THE BOSTON COMMON HOLIDAY DISPLAY CAMPAIGN | $2,000 | |
| FUND FOR THE ENDOWMENT OF DIPLOMATIC RECEPTION ROOMS AT THE US DEPARTMENT | ||||||||
| 2201 C STREET NW | WASHINGTON | DC | 20520 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| GREAT GUANA CAY FOUNDATION | ||||||||
| 1995 NW FORK ROAD | STUART | FL | 34994 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| GREAT GUANA CAY FOUNDATION | ||||||||
| 1995 NW FORK ROAD | STUART | FL | 34994 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| GREATER PITTSBURGH COMMUNITY FOOD BANK | ||||||||
| ONE N LINDEN STREET | DUQUESNE | PA | 15110 | N/A | PC | FOR GENERAL OPERATING SUPPORT RELATED TO COVID-19 DEMAND TO ASSIST FAMILIES WITH SCHOOL-AGED CHILDREN | $25,000 | |
| HEALTHY BIRTH DAY | ||||||||
| PO BOX 71093 | CLIVE | IA | 50325 | N/A | PC | FOR THE "COUNT THE KICKS" PROJECT | $5,000 | |
| HEARTH INC | ||||||||
| 1640 WASHINGTON STREET | BOSTON | MA | 02118 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| HIGHER GROUND | ||||||||
| PO BOX 6791 | KETCHUM | ID | 83340 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| HIGHER GROUND | ||||||||
| PO BOX 6791 | KETCHUM | ID | 83340 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA | ||||||||
| 1212 SMALLMAN STREET | PITTSBURGH | PA | 15222 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $100,000 | |
| HOLT-ELWELL MEMORIAL FOUNDATION | ||||||||
| PO BOX 9 | EAST HEBRON | NH | 03241 | N/A | PC | FOR INFIRMARY CAPITAL IMPROVEMENTS AT CAMP MOWGLIS | $10,000 | |
| HOLT-ELWELL MEMORIAL FOUNDATION | ||||||||
| PO BOX 9 | EAST HEBRON | NH | 03241 | N/A | PC | FOR THE CAMP MOWGLIS | $2,500 | |
| IDAHO FOODBANK WAREHOUSE | ||||||||
| 3630 E COMMERCIAL COURT | MERIDIAN | ID | 83642 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $3,000 | |
| INTERNATIONAL SOCIETY FOR CHILDREN'S HEALTH AND THE ENVIRONMENT | ||||||||
| 1100 EAST WOODFIELD ROAD SUITE 350 | SCHAUMBURG | IL | 60173 | N/A | PC | FOR THE ENDOWMENT FOR THE HERBERT NEDDLEMAN AWARD | $25,000 | |
| KHAN ACADEMY INC | ||||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | N/A | PC | FOR GENERAL OPERATING SUPPORT RELATED TO COVID-19 DEMAND | $50,000 | |
| KHAN ACADEMY INC | ||||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| LAST CHANCE RANCH | ||||||||
| 9 BECK ROAD | QUAKERTOWN | PA | 18951 | N/A | PC | FOR VETERINARY COSTS | $10,000 | |
| LIVING WITH WOLVES LTD | ||||||||
| PO BOX 896 | SUN VALLEY | ID | 83353 | N/A | PC | FOR THE PUBLIC SERVICE ANNOUNCEMENT CAMPAIGN | $20,000 | |
| LIVING WITH WOLVES LTD | ||||||||
| PO BOX 896 | SUN VALLEY | ID | 83353 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $2,000 | |
| LOVELAND FOUNDATION | ||||||||
| 367 NORTH MONTGOMERY STREET | NEWBURGH | NY | 12550 | N/A | PC | FOR THE THERAPY FUND FOR BLACK WOMEN AND GIRLS | $10,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | N/A | PC | FOR DR. LEE SCHWAMM'S RESEARCH ON WHITE MATER DISEASE | $75,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | N/A | PC | FOR THE LYMPHEDEMA IN WOMEN WITH BREAST CANCER STUDY | $250,000 | |
| MERCURY SOUL INC | ||||||||
| 55 TAYLOR STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $20,000 | |
| MOCKINGBIRD MINISTRIES INC | ||||||||
| 100 WEST JEFFERSON STREET | CHARLOTTESVILLE | VA | 22902 | N/A | PC | FOR STORYMAKERSNYC | $5,000 | |
| MULTIPLIER | ||||||||
| 548 MARKET ST PMB 81178 | SAN FRANCISCO | CA | 94104 | N/A | PC | FOR PROJECT WAYFINDER COVID EMERGENCY RESPONSE FUND | $2,000 | |
| NANTUCKET CONSERVATION FOUNDATION INC | ||||||||
| PO BOX 13 118 CLIFF ROAD | NANTUCKET | MA | 025540013 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $1,500 | |
| NANTUCKET HISTORICAL ASSOCIATION | ||||||||
| PO BOX 1016 | NANTUCKET | MA | 02554 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $1,000 | |
| NATIONAL ACADEMY OF SOCIAL INSURANCE | ||||||||
| 1200 NEW HAMPSHIRE AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | PC | FOR SUPPORT OF THE HEINZ DISSERTATION AWARDS | $80,000 | 830 |
| NATIONAL FOREST FOUNDATION | ||||||||
| BLDG 27 SUITE 3 FORT MISSOULA ROAD | MISSOULA | MT | 59804 | N/A | PC | FOR THE RIVERS TO PEAKS TREASURED LANDSCAPE SITE | $50,000 | |
| NATIONAL GALLERY OF ART | ||||||||
| 6TH AND CONSTITUTION | WASHINGTON | DC | 20036 | N/A | PC | FOR THE ANNUAL CIRCLE FUND | $10,000 | |
| NATIONAL GEOGRAPHIC SOCIETY | ||||||||
| 1145 17TH STREET NW | WASHINGTON | DC | 20002 | N/A | PC | FOR THE PRISTINE SEAS PROJECT | $50,000 | |
| NATIONAL LINKS TRUST | ||||||||
| 331 7TH STREET NE | WASHINGTON | DC | 10011 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL INC | ||||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| NAVY SEAL FOUNDATION INC | ||||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | N/A | PC | FOR THE NEW YORK CITY BENEFIT DINNER | $50,000 | |
| NAVY SEAL FOUNDATION INC | ||||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| OUTDOOR AFRO | ||||||||
| 254 WEST 31ST STREET 10TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | FOR THE NATIONAL AND PITTSBURGH CHAPTERS | $75,000 | |
| PARTNERS IN HEALTH | ||||||||
| PO BOX 996 | FREDERICK | MD | 21705 | N/A | PC | FOR GENERAL OPERATING SUPPORT IN MEMORY OF DR. THOMAS QUINCY GARVEY | $5,000 | |
| PERKIOMEN VALLEY SCHOOL DISTRICT FOUNDATION | ||||||||
| 3 IRON BRIDGE DRIVE | COLLEGEVILLE | PA | 19426 | N/A | PC | FOR PROJECT WAYFINDER | $2,000 | |
| PITTSBURGH FOUNDATION | ||||||||
| 5 PPG PLACE SUITE 250 | PITTSBURGH | PA | 15222 | N/A | PC | FOR THE EMERGENCY ACTION FUND | $50,000 | |
| PITTSBURGH FOUNDATION | ||||||||
| 5 PPG PLACE SUITE 250 | PITTSBURGH | PA | 15222 | N/A | PC | FOR THE 2020 WISH BOOK | $90,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| PROJECT DRAWDOWN | ||||||||
| 3450 SACRAMENTO STREET 506 | SAN FRANCISCO | CA | 94118 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| PURE GAME | ||||||||
| 1725 SOUTH DOUGLASS ROAD | ANAHEIM | CA | 92806 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $1,000 | |
| REPRESENT US EDUCATION FUND | ||||||||
| PO BOX 60008 | FLORENCE | MA | 01062 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| ROCK CREEK CONSERVANCY | ||||||||
| 7200 WISCONSIN AVENUE SUITE 500 | BETHESDA | MD | 20814 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| RODALE INSTITUTE | ||||||||
| 611 SIEGFRIEDALE ROAD | KUTZTOWN | PA | 19530 | N/A | PC | FOR THE REGENERATIVE HEALTH INSTITUTE | $50,000 | |
| ROLLING HARVEST FOOD RESCUE | ||||||||
| PO BOX 693 | NEW HOPE | PA | 18938 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| ROSIE'S PLACE | ||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PC | FOR THE "FUNNY WOMEN SERIOUS BUSINESS" EVENT | $5,000 | |
| RUSSELL BYERS CHARTER SCHOOL | ||||||||
| 1911 ARCH STREET | PHILADELPHIA | PA | 19103 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| SAMASCHOOL | ||||||||
| 2017 MISSION STREET 301 | SAN FRANCISCO | CA | 94110 | N/A | PC | FOR GENERAL OPERATING SUPPORT IN MEMORY OF LEILA JANAH | $10,000 | |
| SAWTOOTH SPORTS FOUNDATION INC | ||||||||
| PO BOX 1185 110 TIMBER WAY | KETCHUM | ID | 83340 | N/A | PC | FOR THE HURTIG SHOOTING CENTER | $25,000 | |
| SAWTOOTH SPORTS FOUNDATION INC | ||||||||
| PO BOX 1185 110 TIMBER WAY | KETCHUM | ID | 83340 | N/A | PC | FOR THE HURTIG SHOOTING CENTER | $25,000 | |
| SEED GLOBAL HEALTH | ||||||||
| 20 ASHBURTON PLACE 6TH FLOOR | BOSTON | MA | 02108 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| SEED GLOBAL HEALTH | ||||||||
| 20 ASHBURTON PLACE 6TH FLOOR | BOSTON | MA | 02108 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $150,000 | |
| SEVERN SCHOOL | ||||||||
| 116 MAPLE AVENUE | SEVERNA PARK | MD | 21146 | N/A | PC | FOR THE VAN ENEY '09 FELLOWS PROGRAM | $20,000 | |
| SILENT SPRING INSTITUTE | ||||||||
| 320 NEVADA STREET SUITE 320 | NEWTON | MA | 02460 | N/A | PC | FOR SUPPORT OF THE DR. JACK ERBAN DIRECTOR OF RESEARCH FUND | $25,000 | |
| SIMMONS UNIVERSITY | ||||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | N/A | PC | FOR THE NUTRITION DEPARTMENT'S ONGOING EDUCATIONAL SUPPORT AND SCHOLARSHIPS FOR FUNCTIONAL MEDICINE EDUCATION OFFERED TO GRADUATE LEVEL STUDENTS | $10,000 | |
| SMALL FRIENDS ON NANTUCKET INC | ||||||||
| PO BOX 2826 | NANTUCKET | MA | 02584 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $500 | |
| SPAULDING REHABILITATION HOSPITAL CORPORATION | ||||||||
| 1575 CAMBRIDGE STREET | CAMBRIDGE | MA | 02138 | N/A | PC | FOR DR. ZAFONTE'S STUDIES AND VARIOUS RESEARCH RELATED TO BRAIN INJURIES | $250,000 | |
| SPUR COMMUNITY FOUNDATION | ||||||||
| PO BOX 6184 | KETCHUM | ID | 83440 | N/A | PC | FOR THE COMMUNITY RESPONSE FUND | $25,000 | |
| ST LUKE'S WOOD RIVER FOUNDATION | ||||||||
| PO BOX 7005 | KETCHUM | ID | 83440 | N/A | PC | FOR THE COVID-19 RESPONSE FUND | $25,000 | |
| ST PAUL'S SCHOOL | ||||||||
| 325 PLEASANT STREET | CONCORD | NH | 03301 | N/A | PC | FOR THE PARENTS ANNUAL FUND | $5,000 | |
| ST THOMAS EPISCOPAL CHURCH | ||||||||
| PO BOX 1070 | SUN VALLEY | ID | 83353 | N/A | PC | FOR THE BUILDING CAPITAL CAMPAIGN | $30,000 | |
| STANFORD UNIVERSITY | ||||||||
| 327 CAMPUS DRIVE ROOM 125 | STANFORD | CA | 94305 | N/A | PC | FOR THE "SUSTAINABLE, LIVABLE CITIES FOR ALL: NATURE EXPOSURE AND MENTAL HEALTH" | $100,000 | |
| SUN VALLEY COMMUNITY SCHOOL INC | ||||||||
| PO BOX 2118 | SUN VALLEY | ID | 83353 | N/A | PC | FOR THE RUNNING OF THE TROUT MATCHING CHALLENGE | $10,000 | |
| SUN VALLEY INSTITUTE FOR RESILIENCE | ||||||||
| PO BOX 5569 | KETCHUM | ID | 83340 | N/A | PC | FOR THE IMPACT IDAHO FUND | $100,000 | |
| SUN VALLEY MUSEUM OF ART | ||||||||
| PO BOX 656 | KETCHUM | ID | 83353 | N/A | PC | FOR THE 2020 WINE AUCTION | $10,000 | |
| SUN VALLEY MUSIC FESTIVAL | ||||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $30,000 | |
| SUN VALLEY MUSIC FESTIVAL | ||||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | N/A | PC | FOR THE COMMISSION OF JESSE MONTGOMERY'S "FREEDOM SONGS" | $20,000 | |
| SUN VALLEY SKI EDUCATION FOUNDATION | ||||||||
| PO BOX 203 | SUN VALLEY | ID | 83353 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| SUN VALLEY SKI EDUCATION FOUNDATION | ||||||||
| PO BOX 203 | SUN VALLEY | ID | 83353 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| SUN VALLEY SKI EDUCATION FOUNDATION | ||||||||
| PO BOX 203 | SUN VALLEY | ID | 83353 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| SUN VALLEY SKI EDUCATION FOUNDATION | ||||||||
| PO BOX 203 | SUN VALLEY | ID | 83353 | N/A | PC | FOR THE ROTARUN SKI AREA | $50,000 | |
| SUN VALLEY SKI EDUCATION FOUNDATION | ||||||||
| PO BOX 203 | SUN VALLEY | ID | 83353 | N/A | PC | FOR THE ROTARUN SKI AREA | $50,000 | |
| TAO CARES RELIEF FUND | ||||||||
| TWO PENN PLAZA 19TH FLOOR | NEW YORK | NY | 10121 | N/A | PC | FOR THE COVID-19 EMPLOYEE RELIEF FUND | $2,500 | |
| TEAM RUBICON | ||||||||
| 214 MAIN STREET 354 | EL SEGUNDO | CA | 90245 | N/A | PC | FOR COVID-19 RESPONSE EFFORTS IN PITTSBURGH | $25,000 | |
| THRESHOLD DANCE PROJECT | ||||||||
| 229 W 42ND STREET SUITE 502 | NEW YORK | NY | 10036 | N/A | PC | FOR THE TABLE OF SILENCE PROJECT 9/11 EVENT | $5,000 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 1 COLLEGE HALL ROOM 100 | PHILADELPHIA | PA | 19104 | N/A | PC | TO SUPPORT ACTIVITIES RELATED TO THE ADVANCEMENT OF POSITIVE PSYCHOLOGY | $25,000 | |
| UNITE FOR HER | ||||||||
| 127 EAST CHESTNUT STREET | WEST CHESTER | PA | 19380 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| UNIVERSITY OF CONNECTICUT FOUNDATION INC | ||||||||
| 2390 ALUMNI DRIVE UNIT 3206 | STORRS | CT | 06269 | N/A | PC | FOR THE DODD ENDOWMENT 31831 | $250,000 | |
| UNIVERSITY OF PITTSBURGH | ||||||||
| 4200 FIFTH AVENUE | PITTSBURGH | PA | 15260 | N/A | PC | FOR THE HEINZ CHAPEL IN HONOR OF PAT GIBBONS | $5,000 | |
| UNIVERSITY OF PITTSBURGH | ||||||||
| 4200 FIFTH AVENUE | PITTSBURGH | PA | 15260 | N/A | PC | FOR THE HEINZ CHAPEL IN HONOR OF PAT GIBBONS RETIREMENT | $5,000 | |
| UNIVERSITY OF PITTSBURGH SCHOOL OF MEDICINE | ||||||||
| 3600 FORBES AVENUE AT MEYRAN AVENUE | PITTSBURGH | PA | 15213 | N/A | PC | FOR THE FRANK J. KROBOTH, MD FUND SUPPORTING HEALTHCARE FOR THE UNDERSERVED | $25,000 | |
| UPMC | ||||||||
| 3600 FORBES AVENUE SUITE 8084 | PITTSBURGH | PA | 15213 | N/A | PC | FOR SUPPORT OF RESOLVE CRISIS SERVICES RELATED TO COVID-19 DEMAND | $25,000 | |
| WGBH EDUCATIONAL FOUNDATION | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | N/A | PC | FOR THE MASTERPIECE TRUST | $25,000 | |
| WGBH EDUCATIONAL FOUNDATION | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | N/A | PC | FOR THE CLIMATE SOLVERS INITIATIVE | $150,000 | |
| WOODLEY HOUSE INC | ||||||||
| 6856 EASTERN AVENUE NW | WASHINGTON | DC | 20012 | N/A | PC | FOR THE ANNUAL WOODLEY HOUSE MOVIE BENEFIT EVENT | $2,500 | |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | ||||||||
| 266 WOODS HOLE ROAD | WOODS HOLE | MA | 02543 | N/A | PC | FOR DR. UMMENHOFER AND DR. WALKER'S WHALING LOGBOOK PROJECT | $25,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 655 NEW YORK AVENUE NW 6TH FLOOR | WASHINGTON | DC | 20001 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 655 NEW YORK AVENUE NW 6TH FLOOR | WASHINGTON | DC | 20001 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| YALE UNIVERSITY | ||||||||
| 195 PROSPECT STREET | NEW HAVEN | CT | 06511 | N/A | PC | FOR YALE ENVIRONMENT 360 | $5,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,038,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE CHARACTER LAB | |||||||
| 3675 MARKET STREET SUITE 200 | PHILADELPHIA | PA | 19104 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 |
| NATIONAL LINKS TRUST | |||||||
| 331 7TH STREET NE | WASHINGTON | DC | 10011 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50,000 |
| SAWTOOTH SPORTS FOUNDATION INC | |||||||
| PO BOX 1185 110 TIMBER WAY | KETCHUM | ID | 83340 | N/A | PC | FOR THE HURTIG SHOOTING CENTER | $25,000 |
| SAWTOOTH SPORTS FOUNDATION INC | |||||||
| PO BOX 1185 110 TIMBER WAY | KETCHUM | ID | 83340 | N/A | PC | FOR THE HURTIG SHOOTING CENTER | $25,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 1 COLLEGE HALL ROOM 100 | PHILADELPHIA | PA | 19104 | N/A | PC | TO SUPPORT ACTIVITIES RELATED TO THE ADVANCEMENT OF POSITIVE PSYCHOLOGY | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $155,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $514,414 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900003 | BusinessCd |
| Unrelated Business Taxbl Incm | $66,312 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,785,142 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| INCOME FROM PARTNERSHIPS | 900000 | -$222,560 | ||
| 01 | $244,211 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$156,248 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,543,767 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,387,519 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $27,880 | Amt |
| Net Investment Income | $1,153 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,913 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART VIII, LINE 1 | MCCALL CRAVENS AND MICHELE BATTLE ARE EMPLOYEES OF THE HEINZ FAMILY OFFICE, AND, AS A RESULT, THE HEINZ FAMILY OFFICE PAYS THEIR RESPECTIVE SALARIES AND BENEFITS. THE HEINZ FAMILY FOUNDATION HAS NO EMPLOYEES, AND CONTRACTS WITH THE HEINZ FAMILY OFFICE'S EMPLOYEES TO PROVIDE ITS SERVICES. THE SALARY AND BENEFIT AMOUNTS LISTED IN PART VIII, LINE 1 ARE ALSO REFLECTED IN PART VIII, LINE 3 OF FORM 990-PF UNDER COMPENSATION PAID TO THE HEINZ FAMILY OFFICE FOR CONTRACTED SERVICES. |
| FORM 990-PF, PART VIII, LINE 2 | COMPENSATION OF THE FIVE HIGHEST PAID EMPLOYEES - THESE INDIVIDUALS ARE EMPLOYEES OF THE HEINZ FAMILY OFFICE AND, AS A RESULT, THE HEINZ FAMILY OFFICE PAYS THEIR RESPECTIVE SALARIES AND BENEFITS. THE HEINZ FAMILY FOUNDATION HAS NO EMPLOYEES, AND CONTRACTS WITH THE HEINZ FAMILY OFFICE'S EMPLOYEES TO PROVIDE SERVICES. THE SALARY AND BENEFITS AMOUNTS LISTED IN PART VIII, LINE 2 ARE ALSO REFLECTED IN PART VIII, LINE 3 OF FORM 990-PF UNDER COMPENSATION PAID TO HEINZ FAMILY OFFICE FOR CONTRACTED EMPLOYEE SERVICES. THE ABOVE INFORMATION REGARDING THE FIVE HIGHEST PAID EMPLOYEES IS NOT REQUIRED TO BE DISCLOSED ON THE RETURN AND IS REPORTED FOR TRANSPARENCY PURPOSES. |
| FORM 990-PF, PART XV, LINE 2 | THE HEINZ FAMILY FOUNDATION DOES NOT CONSIDER UNSOLICITED REQUESTS FOR GRANTS. THE HEINZ FAMILY FOUNDATION MAKES GRANTS ONLY TO PRIOR SELECTED ORGANIZATIONS THAT ARE QUALIFIED GRANT RECIPIENTS. THE HEINZ FAMILY FOUNDATION IS NOT PERMITTED BY THE U.S. GOVERNMENT TAX LAWS TO MAKE GRANTS TO INDIVIDUALS OR ORGANIZATIONS UNLESS THEY ARE A QUALIFIED 501(C)(3) PUBLIC CHARITY IN THE UNITED STATES, WITH THE EXCEPTION OF THE HEINZ AWARD WINNERS. THE HEINZ AWARDS ARE GRANTED IN ACCORDANCE WITH IRC SECTION 4945(G) ON AN OBJECTIVE AND NONDISCRIMINATORY BASIS PURSUANT TO A PROCEDURE APPROVED IN ADVANCE BY THE INTERNAL REVENUE SERVICE. |
| FORM 990-PF, PART VIII, LINE 1 | PER SECTION 2.01 OF THE HEINZ FAMILY FOUNDATION BYLAWS, THE DUTIES AND RESPONSIBILITIES OF THE TERM DIRECTORS SHALL BE LIMITED TO ISSUES RELATED TO THE HEINZ AWARDS PROGRAM. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (55 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 770 SHS C D W CORPORATION (BROAD RUN - AWARDS) | $100,030 | $101,478 |
| 1,559 SHS FRASTENAL CO (BROAD RUN - AWARDS) | $65,327 | $76,126 |
| 1,334 SHS ALLEGIANT TRAVEL CO (BROAD RUN - AWARDS) | $172,867 | $252,446 |
| 499 SHS R H COMMON (BROAD RUN - AWARDS) | $50,899 | $223,312 |
| 457 SHS ALPHABET INC (BROAD RUN - AWARDS) | $505,129 | $800,609 |
| 3,231 SHS AMERICAN TOWER CORP (BROAD RUN - AWARDS) | $458,805 | $725,230 |
| 6,983 SHS CARMAX INC (BROAD RUN - AWARDS) | $470,901 | $659,614 |
| 3,798 SHS WALT DISNEY (BROAD RUN - AWARDS) | $329,469 | $688,122 |
| 693 SHS FACEBOOK INC (BROAD RUN - AWARDS) | $129,507 | $189,300 |
| 504 SHS MARKEL CORP (BROAD RUN - AWARDS) | $570,984 | $520,783 |
| 1,587 SHS O'REILLY AUTOMOTIVE INC (BROAD RUN - AWARDS) | $404,838 | $718,229 |
| 4,999 SHS SS&C TECH HOLDINGS (BROAD RUN - AWARDS) | $229,146 | $363,677 |
| 5,351 SHS HEXCEL CORP NEW (BROAD RUN - AWARDS) | $346,182 | $259,470 |
| 49 SHS NVR INC (BROAD RUN - AWARDS) | $160,447 | $199,913 |
| 3,845 SHS AMERICAN WOODMARK CORP (BROAD RUN - AWARDS) | $436,843 | $360,853 |
| 35,629 SHS DRIVE SHACK (BROAD RUN - AWARDS) | $192,952 | $84,797 |
| 8,583 SHS ENCORE CAP GROUP INC (BROAD RUN - AWARDS) | $351,738 | $334,308 |
| 12,332 SHS ASHTEAD GROUP PLC (BROAD RUN - AWARDS) | $352,541 | $579,551 |
| 15,746 SHS BROOKFIELD ASSET MANAGE (BROAD RUN - AWARDS) | $444,831 | $649,837 |
| 572 SHS ALLEGIANT TRAVEL CO (BROAD RUN - T&J) | $74,129 | $108,245 |
| 672 SHS FRASTENAL CO (BROAD RUN - T&J) | $28,159 | $32,814 |
| 215 SHS R H (BROAD RUN - T&J) | $21,930 | $96,217 |
| 328 SHS C D W CORPORATION (BROAD RUN - T&J) | $42,610 | $43,227 |
| 196 SHS ALPHABET INC (BROAD RUN - T&J) | $213,990 | $343,368 |
| 1,386 SHS AMERICAN TOWER CORP (BROAD RUN - T&J) | $197,351 | $311,102 |
| 3,101 SHS CARMAX INC (BROAD RUN - T&J) | $209,562 | $292,921 |
| 1,629 SHS WALT DISNEY (BROAD RUN - T&J) | $133,358 | $295,142 |
| 297 SHS FACEBOOK INC (BROAD RUN - T&J) | $55,437 | $81,129 |
| 216 SHS MARKEL CORP (BROAD RUN - T&J) | $245,994 | $223,193 |
| 680 SHS O'REILLY AUTOMOTIVE INC (BROAD RUN - T&J) | $172,253 | $307,748 |
| 2,153SHS SS&C TECH HOLDINGS (BROAD RUN - T&J) | $98,642 | $156,631 |
| 2,296 SHS HEXCEL CORP NEW (BROAD RUN - T&J) | $146,651 | $111,333 |
| 21 SHS NVR INC (BROAD RUN - T&J) | $69,086 | $85,677 |
| 1,650 SHS AMERICAN WOODMARK CORP (BROAD RUN - T&J)) | $193,235 | $154,853 |
| 15,285 SHS DRIVE SHACK (BROAD RUN - T&J) | $80,416 | $36,378 |
| 3,682 SHS ENCORE CAP GROUP INC (BROAD RUN - T&J) | $152,470 | $143,414 |
| 5,291 SHS ASHTEAD GROUP PLC (BROAD RUN - T&J) | $149,705 | $248,654 |
| 7,012 SHS BROOKFIELD ASSET MANAGE (BROAD RUN - T&J) | $202,149 | $289,385 |
| FOREIGN EQUITIES | $31,494,217 | $37,466,747 |
| OAKMARK INCOME AND EQUITY FUND - EXETER | $1,025,063 | $1,098,483 |
| OAKMARK INCOME AND EQUITY FUND - YALE | $3,595,934 | $3,850,621 |
| ISHARES RUSSEL 1000 INDEX - AWARDS | $307,774 | $676,617 |
| ISHARES RUSSEL 1000 INDEX - T&J | $363,899 | $430,459 |
| WHITESPRUCE -AWARDS | $4,450,000 | $5,580,035 |
| FPR PARTNERS - AWARDS | $5,000,000 | $5,047,502 |
| CAT ROCK OPPORTUNITIES FUND - AWARDS | $699,366 | $1,045,956 |
| ABDIEL QUALIFIED OFFSHORE PARTNERS - AWARDS | $2,000,000 | $4,248,803 |
| SCHRODER CORE BOND FUNDS - AWARDS | $9,012,393 | $9,226,012 |
| WHITESPRUCE - T&J | $2,250,000 | $2,822,840 |
| FPR PARTNERS - T&J | $2,450,000 | $2,452,997 |
| CAT ROCK OPPORTUNITIES FUND - T&J | $349,683 | $522,978 |
| ABDIEL QUALIFIED OFFSHORE PARTNERS - T&J | $1,000,000 | $2,124,401 |
| SCHRODER CORE BOND FUNDS - T&J | $2,934,752 | $3,003,356 |
| STOCKBRIDGE FUND, LP - AWARDS | $3,000,000 | $3,679,871 |
| STOCKBRIDGE FUND, LP - T&J | $1,500,000 | $1,839,935 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $1,299,981 | $1,299,345 | $636 | $636 |
| FURNITURE & FIXTURES | $339,179 | $327,990 | $11,189 | $11,189 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN FINE ARTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $479,590 | BookValueAmt |
| EOYFMV | $479,590 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $33,184 | LegalFeesAmt |
| Net Investment Income | $7,683 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,424 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (31 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARK ST. VI CAP. PRIVATE EQUITY | $733,516 | $733,516 | $31,100 |
| PARK ST. VII CAP. PRIVATE EQUITY | $732,600 | $707,100 | $149,522 |
| PARK ST. VIII CAP. PRIVATE EQUITY | $850,859 | $804,119 | $854,986 |
| PARK STREET NATURAL RESOURCES | $517,417 | $0 | $0 |
| DAVIDSON KEMPNER | $2,445,000 | $0 | $0 |
| STARK ASSET MGMT (SHEPHERD) | $32,227 | $32,227 | $31,068 |
| KENSICO PARTNERS | $848,288 | $124,207 | $674,200 |
| COATUE PARTNERS | $400,000 | $0 | $0 |
| CANYON VALUE REALIZATION FUND | $3,760,051 | $0 | $0 |
| PARK ST. IX CAP. PRIVATE EQUITY | $1,122,700 | $1,079,800 | $1,156,407 |
| ROYSTONE CAPITAL OFFSHORE FUND | $198,288 | $0 | $58,477 |
| CERES FARMS, LLC | $5,700,000 | $139,917 | $139,917 |
| DL PARTNERS OPPORTUNITIES FUND | $3,000,000 | $0 | $0 |
| ITE RAIL FUND | $2,500,000 | $2,500,000 | $2,891,126 |
| HARVEST MLP INCOME FUND | $1,400,000 | $1,400,000 | $912,817 |
| RIVERNORTH INSTITUTIONAL PARTNERS | $2,600,000 | $2,600,000 | $3,510,775 |
| HOLLYPORT SECONDARY OPPS VI | $2,100,158 | $2,100,158 | $3,051,528 |
| KLINE HILL OFFSHORE II | $1,339,438 | $1,460,991 | $1,921,049 |
| SAMLYN OFFSHORE | $2,000,000 | $2,000,000 | $2,759,708 |
| POINTER OFFSHORE LTD | $3,500,000 | $5,800,000 | $7,156,931 |
| CAMBER CAPITAL OFFSHORE | $0 | $1,700,000 | $1,938,537 |
| M3 PARTNERS, LP | $0 | $1,700,000 | $1,978,213 |
| MELVIN CAPITAL OFFSHORE | $0 | $1,000,000 | $1,203,908 |
| PHARO MACRO FUND, LTD. | $0 | $1,000,000 | $1,090,361 |
| SQN INVESTORS OFFSHORE | $0 | $1,700,000 | $1,940,003 |
| TENG YUE PARTNERS OFFSHORE | $0 | $1,700,000 | $1,542,329 |
| MADISON AVENUE OFFSHORE FUND | $0 | $1,600,000 | $1,918,137 |
| ALUA OFFSHORE FUND, LTD. | $0 | $1,600,000 | $1,671,376 |
| KLINE HILL PARTNERS OFFSHORE FUND III, LP | $0 | $198,582 | $442,184 |
| KLINE HILL PARTNERS OPP OFFSHORE FUND III | $0 | $54,171 | $145,366 |
| HORSLEY BRIDGE STRATEGIC FUND IV, L.P. | $0 | $1,346,052 | $1,351,681 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR GRANTS PAYABLE | Desc |
| Amt | $55,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $23,917 | $1,196 | $22,721 |
| MISC OFFICE | $5,342 | $267 | $5,075 |
| OFFICE SUPPLIES | $1,659 | $83 | $1,576 |
| DUES & SUBSCRIPTIONS | $325 | $16 | $309 |
| POSTAGE & MESSENGER EXPENSES | $11,463 | $573 | $10,890 |
| PHONE/FAX | $10,080 | $504 | $9,576 |
| FLOWTHROUGH FROM PARTNERSHIPS | $0 | $314,324 | $0 |
| EQUIPMENT & FURNITURE MAINTENANCE | $71,714 | $3,586 | $68,128 |
| RESEARCH EXPENSES | $5,384 | $0 | $5,384 |
| DIRECT HEINZ AWARDS EXPENSES | $660,961 | $0 | $660,961 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM PARTNERSHIPS | -$222,560 | $0 | -$222,560 |
| $244,211 | $244,211 | $244,211 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY LIABILITIES | Desc |
| BOY Book Value | $4,750,460 | BOYBookValueAmt |
| EOY Book Value | $4,640,233 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $393,657 | $397,557 | $0 |
| INVESTMENT CONSULTING | $31,555 | $31,555 | $0 |
| TEMPORARY SECRETARIAL/CLERICAL | $13,095 | $655 | $12,440 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX - FLOWTHROUGH FROM PARTNERSHIPS | $0 | $58,379 | $0 |
| FEDERAL INCOME TAX | $86,961 | $0 | $0 |