2021-11-09T10:57:48-06:00 2020-12-31 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990PF 2020-01-01 251689382 HEINZ FAMILY FOUNDATION HEIN 4124975775 625 LIBERTY AVENUE NO 3200 PITTSBURGH PA 15222 MICHELE M BATTLE TREASURER 4124975775 2021-11-08 1 MICHELE BATTLE 999009999 SUSAN M KIRSCH P00341397 4122613644 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 142420346 X X 514414 1473485 11851454 44123521 7936741 21651 73842 12387519 9484068 273548 13677 259871 169797 8490 161307 151361 7568 143793 33184 7683 23424 27880 1153 21913 438307 429767 12440 78561 86961 58379 0 12147 607 142757 7138 135619 2265 113 2152 1674 84 1590 790845 320549 784620 2130726 933769 1546729 5801500 6038500 7932226 933769 7585229 4455293 8550299 5667 5712 5712 1895483 5134814 5134814 77879011 79693644 96266699 1639160 1627335 21066 11825 11825 479590 479590 479590 35780542 35080840 40521706 116061359 120406425 142420346 125000 180000 4750460 4640233 4875460 4820233 X 37620431 34804318 73565468 80781874 111185899 115586192 116061359 120406425 111185899 4455293 0 115641192 55000 115586192 PUBLICLY TRADED SECURITIES 43327338 35995161 7332177 7332177 CAPITAL GAIN DISTRIBUTIONS P 84067 84067 84067 FLOWTHROUGH FROM PARTNERSHIPS P 20849 -20849 -20849 TAX BASIS LOSS PARK NATURAL RESOURCES FUND P 169505 -169505 -169505 TAX BASIS LOSS GLOBAL ALPHA INTERNATIONAL SMALL CAP FUND P 1265 -1265 -1265 TAX BASIS GAIN CERES FARMS P 712116 712116 712116 7936741 118849 0 118849 0 118849 144600 0 130000 0 274600 0 155751 100000 55751 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A MICHELE M BATTLE 4124975775 625 LIBERTY AVENUE SUITE 3200 PITTSBURGH PA 15222 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 MCCALL CRAVENS 625 LIBERTY AVENUE SUITE 3200 PITTSBURGH PA 15222 CHIEF INVESTMENT OFFICER 8.00 204514 12905 0 MICHELE BATTLE 625 LIBERTY AVENUE SUITE 3200 PITTSBURGH PA 15222 TREASURER 4.00 51204 4925 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 KIM O'DELL 625 LIBERTY AVE STE 3200 PITTSBURGH PA 15222 DIRECTOR/HEINZ AWARD 40.00 165750 33978 0 HALLEY CASEY 625 LIBERTY AVE STE 3200 PITTSBURGH PA 15222 EXECUTIVE ASSISTANT 40.00 74814 22114 0 LISA GIORGETTI 625 LIBERTY AVE STE 3200 PITTSBURGH PA 15222 PROGRAM OFFICER 25.00 69844 10553 0 MOLLY MEHLING 625 LIBERTY AVE STE 3200 PITTSBURGH PA 15222 PROGRAM OFFICER 25.00 68402 10432 0 ALEX GOODWIN 625 LIBERTY AVE STE 3200 PITTSBURGH PA 15222 PROGRAM ASSISTANT 34.00 43370 11125 0 0 HEINZ FAMILY OFFICE 625 LIBERTY AVENUE SUITE 3200 PITTSBURGH PA 15222 CONTRACTED EMPLOYEE SERVICES 813741 BURNESS COMMUNICATIONS 7910 WOODMONT AVENUE SUITE 700 BETHESDA MD 208147034 HEINZ AWARDS PUBLIC RELATIONS CONSULTING 140173 CLEVENTS 5 PARAGON DRIVE SUITE 200 MONTVALE NJ 07645 HEINZ AWARDS VIRTUAL EVENT PRODUCTION SERVICES 73196 CAMBRIDGE ASSOCIATES 125 HIGH STREET BOSTON MA 02110 INVESTMENT CONSULTING SERVICES 70000 TREEHOUSE CREATIVE LLC 724 COPELAND STREET PITTSBURGH PA 15232 HEINZ AWARDS VIDEOGRAPHY 69021 1 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. 2160961 0 35999080 6663159 97375964 140038203 0 0 140038203 2100573 137937630 6896882 6896882 118849 118849 6778033 0 6778033 0 6778033 7585229 0 2763 7587992 0 7587992 6778033 7517668 0 0 7587992 7517668 0 0 70324 0 0 0 0 0 0 0 0 6707709 0 0 0 TERESA HEINZ X ALASKA SUSTAINABLE FISHERIES TRUST PO BOX 2106 SITKA AK 99835 N/A PC DESIGNATED PAYMENT BY LINDA BEHNKEN, 2020 HEINZ AWARD WINNER - ENVIRONMENT 100000 ALFA DEMMELLASH 625 LIBERTY AVENUE SUITE 3200 PITTSBURGH PA 15222 NONE I 2020 HEINZ AWARD WINNER - TECHNOLOGY, ECONOMY, AND EMPLOYMENT 210000 DAVID AUTOR 625 LIBERTY AVENUE SUITE 3200 PITTSBURGH PA 15222 NONE I 2020 HEINZ AWARD WINNER - 25TH ANNIVERSARY AWARD 250000 GABRIELA LENA FRANK 625 LIBERTY AVENUE SUITE 3200 PITTSBURGH PA 15222 NONE I 2020 HEINZ AWARD WINNER - ARTS AND HUMANITIES 225000 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 25000 KATY BACKES KOZHIMANNIL 625 LIBERTY AVENUE SUITE 3200 PITTSBURGH PA 15222 NONE I 2020 HEINZ AWARD WINNER - PUBLIC POLICY 250000 LINDA BEHNKEN 625 LIBERTY AVENUE SUITE 3200 PITTSBURGH PA 15222 NONE I 2020 HEINZ AWARD WINNER - ENVIRONMENT 150000 MOLLY BALDWIN 625 LIBERTY AVENUE SUITE 3200 PITTSBURGH PA 15222 NONE I 2020 HEINZ AWARD WINNER - HUMAN CONDITION 125000 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 40000 ROCA INC 101 PARK AVENUE CHELSEA MA 02150 N/A PC DESIGNATED PAYMENT BY MOLLY BALDWIN, 2020 HEINZ AWARD WINNER - HUMAN CONDITION 125000 PHILLIPS EXETER ACADEMY 20 MAIN STREET EXETER NH 038332460 N/A PC SCHOLARSHIPS FOR THE 2020-21 ACADEMIC YEAR 53000 YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 N/A PC UNDERGRADUATE SCHOLARSHIPS FOR THE 2020-21 ACADEMIC YEAR 184000 AMERICAN ACADEMY OF ARTS AND SCIENCES 136 IRVING STREET CAMBRIDGE MA 02138 N/A PC FOR THE ANNUAL FUND 5000 AMERICAN CIVIL LIBERTIES UNION FOUNDATION 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 N/A PC FOR GENERAL OPERATING SUPPORT 10000 AMERICAN RED CROSS 2801 LIBERTY AVENUE PITTSBURGH PA 15222 N/A PC FOR COVID-19 EFFORTS 25000 ARTS FOR THE AGING INC 15800 CRABBS BRANCH WAY SUITE 300 ROCKVILLE MD 20855 N/A PC FOR GENERAL OPERATING SUPPORT 10000 BLAINE COUNTY HUNGER COALITION 121 HONEYSUCKLE STREET BELLEVUE ID 83313 N/A PC FOR GENERAL OPERATING SUPPORT RELATED TO COVID-19 DEMAND 25000 BLAINE COUNTY HUNGER COALITION 121 HONEYSUCKLE STREET BELLEVUE ID 83313 N/A PC FOR GENERAL OPERATING SUPPORT 5000 BLAINE COUNTY RECREATION DISTRICT 1050 FOX ACRES ROAD 107 HAILEY ID 83333 N/A GOV FOR THE GALENA LODGE 50000 BLAINE COUNTY RECREATION DISTRICT 1050 FOX ACRES ROAD 107 HAILEY ID 83333 N/A GOV FOR THE GALENA LODGE 50000 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 40000 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 25000 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 20000 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 10000 BROOKINGS INSTITUTION 1775 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 N/A PC FOR GENERAL OPERATING SUPPORT 25000 BROOKINGS INSTITUTION 1775 MASSACHUSETTS AVENUE NW WASHINGTON DC 20036 N/A PC FOR GENERAL OPERATING SUPPORT 25000 BUCKS COUNTY FOOD SHED ALLIANCE PO BOX 401 DOYLESTOWN PA 18901 N/A PC FOR GENERAL OPERATING SUPPORT 5000 CARNEGIE INSTITUTE 4400 FORBES AVENUE PITTSBURGH PA 15213 N/A PC FOR THE 2020 ANNUAL GIVING CAMPAIGN 25000 CARNEGIE INSTITUTE MUSEUM OF ART 4400 FORBES AVENUE PITTSBURGH PA 15213 N/A PC FOR THE FELLOWS FUND 5000 CARNEGIE MELLON UNIVERSITY 5000 FORBES AVENUE PITTSBURGH PA 15213 N/A PC FOR THE 2019-20 TRUSTEE ANNUAL FUND 25000 CARVERSVILLE FARM FOUNDATION PO BOX 204 CARVERSVILLE PA 18913 N/A PC FOR GENERAL OPERATING SUPPORT 5000 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 1500 CENTER FOR A NEW AMERICAN SECURITY 1152 15TH STREET NW SUITE 950 WASHINGTON DC 20005 N/A PC FOR GENERAL OPERATING SUPPORT 50000 CENTER FOR A NEW AMERICAN SECURITY 1152 15TH STREET NW SUITE 950 WASHINGTON DC 20005 N/A PC FOR GENERAL OPERATING SUPPORT 50000 THE CHARACTER LAB 3675 MARKET STREET SUITE 200 PHILADELPHIA PA 19104 N/A PC FOR GENERAL OPERATING SUPPORT 5000 CHURCH BY THE SEA 2700 MAYAN DRIVE FT LAUDERDALE FL 33316 N/A PC FOR THE NORTHERN ABACOS RELIEF AND REBUILD FUND 25000 CHURCH BY THE SEA 2700 MAYAN DRIVE FT LAUDERDALE FL 33316 N/A PC FOR THE NORTHERN ABACOS RELIEF AND REBUILD FUND 25000 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 25000 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 5000 COUNCIL ON FOREIGN RELATIONS 58 EAST 68TH STREET NEW YORK NY 10065 N/A PC FOR THE ANNUAL FUND 10000 THE CRISIS HOTLINE PO BOX 939 KETCHUM ID 83340 N/A PC FOR THE NEIGHBORS HELPING NEIGHBORS PROGRAM SUPPORTING COVID-19 EFFORTS 25000 DEPARTMENT OF VETERANS AFFAIRS 1010 DELAFIELD ROAD PITTSBURGH PA 15215 N/A GOV FOR THE VAPHS HEINZ HOSPICE IN HONOR OF DARRELL J. LEWIS 2500 DOCTORS WITHOUT BORDERS USA PO BOX 5030 HAGERSTOWN MD 21741 N/A PC FOR GENERAL OPERATING SUPPORT 25000 EARTH DAY NETWORK 1752 N STREET NW SUITE 700 WASHINGTON DC 20036 N/A PC FOR THE 50TH ANNIVERSARY OF EARTH DAY 250000 EAST SIDE HOUSE SETTLEMENT 337 ALEXANDER AVENUE BRONX NY 10454 N/A PC FOR THE WINTER ANTIQUES SHOW 2500 EAST SIDE HOUSE SETTLEMENT 337 ALEXANDER AVENUE BRONX NY 10454 N/A PC FOR GENERAL OPERATING SUPPORT 2500 ENDEAVOR 900 BROADWAY SUITE 301 NEW YORK NY 10003 N/A PC FOR THE 2020 ENDEAVOR GALA 25000 ENGAGE NEPAL 5022 GRAND BEECH CT HAYMARKET VA 20169 N/A PC FOR GENERAL OPERATING SUPPORT 50000 FLOURISH FOUNDATION PO BOX 2429 KETCHUM ID 83340 N/A PC FOR GENERAL OPERATING SUPPORT 10000 FOODCORPS INC 1140 SE 7TH AVENUE SUITE 110 PORTLAND OR 97214 N/A PC FOR GENERAL OPERATING SUPPORT RELATED TO COVID-19 RESPONSE EFFORTS 25000 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 50000 FRIENDS OF THE PITTSBURGH URBAN FOREST 32 62ND STREET PITTSBURGH PA 15201 N/A PC FOR THE ONE TREE PER CHILD PROJECT 125000 FUND FOR PARKS AND RECREATION IN BOSTON 1010 MASSACHUSETTS AVENUE BOSTON MA 02118 N/A PC FOR THE BOSTON COMMON HOLIDAY DISPLAY CAMPAIGN 2000 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 25000 GREAT GUANA CAY FOUNDATION 1995 NW FORK ROAD STUART FL 34994 N/A PC FOR GENERAL OPERATING SUPPORT 10000 GREAT GUANA CAY FOUNDATION 1995 NW FORK ROAD STUART FL 34994 N/A PC FOR GENERAL OPERATING SUPPORT 10000 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 25000 HEALTHY BIRTH DAY PO BOX 71093 CLIVE IA 50325 N/A PC FOR THE "COUNT THE KICKS" PROJECT 5000 HEARTH INC 1640 WASHINGTON STREET BOSTON MA 02118 N/A PC FOR GENERAL OPERATING SUPPORT 5000 HIGHER GROUND PO BOX 6791 KETCHUM ID 83340 N/A PC FOR GENERAL OPERATING SUPPORT 5000 HIGHER GROUND PO BOX 6791 KETCHUM ID 83340 N/A PC FOR GENERAL OPERATING SUPPORT 5000 HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA 1212 SMALLMAN STREET PITTSBURGH PA 15222 N/A PC FOR GENERAL OPERATING SUPPORT 100000 HOLT-ELWELL MEMORIAL FOUNDATION PO BOX 9 EAST HEBRON NH 03241 N/A PC FOR INFIRMARY CAPITAL IMPROVEMENTS AT CAMP MOWGLIS 10000 HOLT-ELWELL MEMORIAL FOUNDATION PO BOX 9 EAST HEBRON NH 03241 N/A PC FOR THE CAMP MOWGLIS 2500 IDAHO FOODBANK WAREHOUSE 3630 E COMMERCIAL COURT MERIDIAN ID 83642 N/A PC FOR GENERAL OPERATING SUPPORT 3000 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 25000 KHAN ACADEMY INC PO BOX 1630 MOUNTAIN VIEW CA 94042 N/A PC FOR GENERAL OPERATING SUPPORT RELATED TO COVID-19 DEMAND 50000 KHAN ACADEMY INC PO BOX 1630 MOUNTAIN VIEW CA 94042 N/A PC FOR GENERAL OPERATING SUPPORT 50000 LAST CHANCE RANCH 9 BECK ROAD QUAKERTOWN PA 18951 N/A PC FOR VETERINARY COSTS 10000 LIVING WITH WOLVES LTD PO BOX 896 SUN VALLEY ID 83353 N/A PC FOR THE PUBLIC SERVICE ANNOUNCEMENT CAMPAIGN 20000 LIVING WITH WOLVES LTD PO BOX 896 SUN VALLEY ID 83353 N/A PC FOR GENERAL OPERATING SUPPORT 2000 LOVELAND FOUNDATION 367 NORTH MONTGOMERY STREET NEWBURGH NY 12550 N/A PC FOR THE THERAPY FUND FOR BLACK WOMEN AND GIRLS 10000 MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA STREET SUITE 540 BOSTON MA 02114 N/A PC FOR DR. LEE SCHWAMM'S RESEARCH ON WHITE MATER DISEASE 75000 MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA STREET SUITE 540 BOSTON MA 02114 N/A PC FOR THE LYMPHEDEMA IN WOMEN WITH BREAST CANCER STUDY 250000 MERCURY SOUL INC 55 TAYLOR STREET SAN FRANCISCO CA 94102 N/A PC FOR GENERAL OPERATING SUPPORT 20000 MOCKINGBIRD MINISTRIES INC 100 WEST JEFFERSON STREET CHARLOTTESVILLE VA 22902 N/A PC FOR STORYMAKERSNYC 5000 MULTIPLIER 548 MARKET ST PMB 81178 SAN FRANCISCO CA 94104 N/A PC FOR PROJECT WAYFINDER COVID EMERGENCY RESPONSE FUND 2000 NANTUCKET CONSERVATION FOUNDATION INC PO BOX 13 118 CLIFF ROAD NANTUCKET MA 025540013 N/A PC FOR GENERAL OPERATING SUPPORT 1500 NANTUCKET HISTORICAL ASSOCIATION PO BOX 1016 NANTUCKET MA 02554 N/A PC FOR GENERAL OPERATING SUPPORT 1000 NATIONAL ACADEMY OF SOCIAL INSURANCE 1200 NEW HAMPSHIRE AVENUE NW SUITE 830 WASHINGTON DC 20036 N/A PC FOR SUPPORT OF THE HEINZ DISSERTATION AWARDS 80000 NATIONAL FOREST FOUNDATION BLDG 27 SUITE 3 FORT MISSOULA ROAD MISSOULA MT 59804 N/A PC FOR THE RIVERS TO PEAKS TREASURED LANDSCAPE SITE 50000 NATIONAL GALLERY OF ART 6TH AND CONSTITUTION WASHINGTON DC 20036 N/A PC FOR THE ANNUAL CIRCLE FUND 10000 NATIONAL GEOGRAPHIC SOCIETY 1145 17TH STREET NW WASHINGTON DC 20002 N/A PC FOR THE PRISTINE SEAS PROJECT 50000 NATIONAL LINKS TRUST 331 7TH STREET NE WASHINGTON DC 10011 N/A PC FOR GENERAL OPERATING SUPPORT 50000 NATURAL RESOURCES DEFENSE COUNCIL INC 40 WEST 20TH STREET 11TH FLOOR NEW YORK NY 10011 N/A PC FOR GENERAL OPERATING SUPPORT 10000 NAVY SEAL FOUNDATION INC 1619 D STREET VIRGINIA BEACH VA 23459 N/A PC FOR THE NEW YORK CITY BENEFIT DINNER 50000 NAVY SEAL FOUNDATION INC 1619 D STREET VIRGINIA BEACH VA 23459 N/A PC FOR GENERAL OPERATING SUPPORT 50000 OUTDOOR AFRO 254 WEST 31ST STREET 10TH FLOOR NEW YORK NY 10001 N/A PC FOR THE NATIONAL AND PITTSBURGH CHAPTERS 75000 PARTNERS IN HEALTH PO BOX 996 FREDERICK MD 21705 N/A PC FOR GENERAL OPERATING SUPPORT IN MEMORY OF DR. THOMAS QUINCY GARVEY 5000 PERKIOMEN VALLEY SCHOOL DISTRICT FOUNDATION 3 IRON BRIDGE DRIVE COLLEGEVILLE PA 19426 N/A PC FOR PROJECT WAYFINDER 2000 PITTSBURGH FOUNDATION 5 PPG PLACE SUITE 250 PITTSBURGH PA 15222 N/A PC FOR THE EMERGENCY ACTION FUND 50000 PITTSBURGH FOUNDATION 5 PPG PLACE SUITE 250 PITTSBURGH PA 15222 N/A PC FOR THE 2020 WISH BOOK 90000 PLANNED PARENTHOOD FEDERATION OF AMERICA PO BOX 97166 WASHINGTON DC 20090 N/A PC FOR GENERAL OPERATING SUPPORT 10000 PROJECT DRAWDOWN 3450 SACRAMENTO STREET 506 SAN FRANCISCO CA 94118 N/A PC FOR GENERAL OPERATING SUPPORT 5000 PURE GAME 1725 SOUTH DOUGLASS ROAD ANAHEIM CA 92806 N/A PC FOR GENERAL OPERATING SUPPORT 1000 REPRESENT US EDUCATION FUND PO BOX 60008 FLORENCE MA 01062 N/A PC FOR GENERAL OPERATING SUPPORT 50000 ROCK CREEK CONSERVANCY 7200 WISCONSIN AVENUE SUITE 500 BETHESDA MD 20814 N/A PC FOR GENERAL OPERATING SUPPORT 10000 RODALE INSTITUTE 611 SIEGFRIEDALE ROAD KUTZTOWN PA 19530 N/A PC FOR THE REGENERATIVE HEALTH INSTITUTE 50000 ROLLING HARVEST FOOD RESCUE PO BOX 693 NEW HOPE PA 18938 N/A PC FOR GENERAL OPERATING SUPPORT 5000 ROSIE'S PLACE 889 HARRISON AVENUE BOSTON MA 02118 N/A PC FOR THE "FUNNY WOMEN SERIOUS BUSINESS" EVENT 5000 RUSSELL BYERS CHARTER SCHOOL 1911 ARCH STREET PHILADELPHIA PA 19103 N/A PC FOR GENERAL OPERATING SUPPORT 5000 SAMASCHOOL 2017 MISSION STREET 301 SAN FRANCISCO CA 94110 N/A PC FOR GENERAL OPERATING SUPPORT IN MEMORY OF LEILA JANAH 10000 SAWTOOTH SPORTS FOUNDATION INC PO BOX 1185 110 TIMBER WAY KETCHUM ID 83340 N/A PC FOR THE HURTIG SHOOTING CENTER 25000 SAWTOOTH SPORTS FOUNDATION INC PO BOX 1185 110 TIMBER WAY KETCHUM ID 83340 N/A PC FOR THE HURTIG SHOOTING CENTER 25000 SEED GLOBAL HEALTH 20 ASHBURTON PLACE 6TH FLOOR BOSTON MA 02108 N/A PC FOR GENERAL OPERATING SUPPORT 25000 SEED GLOBAL HEALTH 20 ASHBURTON PLACE 6TH FLOOR BOSTON MA 02108 N/A PC FOR GENERAL OPERATING SUPPORT 150000 SEVERN SCHOOL 116 MAPLE AVENUE SEVERNA PARK MD 21146 N/A PC FOR THE VAN ENEY '09 FELLOWS PROGRAM 20000 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 25000 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 10000 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 250000 SPUR COMMUNITY FOUNDATION PO BOX 6184 KETCHUM ID 83440 N/A PC FOR THE COMMUNITY RESPONSE FUND 25000 ST LUKE'S WOOD RIVER FOUNDATION PO BOX 7005 KETCHUM ID 83440 N/A PC FOR THE COVID-19 RESPONSE FUND 25000 ST PAUL'S SCHOOL 325 PLEASANT STREET CONCORD NH 03301 N/A PC FOR THE PARENTS ANNUAL FUND 5000 ST THOMAS EPISCOPAL CHURCH PO BOX 1070 SUN VALLEY ID 83353 N/A PC FOR THE BUILDING CAPITAL CAMPAIGN 30000 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" 100000 SUN VALLEY COMMUNITY SCHOOL INC PO BOX 2118 SUN VALLEY ID 83353 N/A PC FOR THE RUNNING OF THE TROUT MATCHING CHALLENGE 10000 SUN VALLEY INSTITUTE FOR RESILIENCE PO BOX 5569 KETCHUM ID 83340 N/A PC FOR THE IMPACT IDAHO FUND 100000 SUN VALLEY MUSEUM OF ART PO BOX 656 KETCHUM ID 83353 N/A PC FOR THE 2020 WINE AUCTION 10000 SUN VALLEY MUSIC FESTIVAL PO BOX 1914 SUN VALLEY ID 83353 N/A PC FOR GENERAL OPERATING SUPPORT 30000 SUN VALLEY MUSIC FESTIVAL PO BOX 1914 SUN VALLEY ID 83353 N/A PC FOR THE COMMISSION OF JESSE MONTGOMERY'S "FREEDOM SONGS" 20000 SUN VALLEY SKI EDUCATION FOUNDATION PO BOX 203 SUN VALLEY ID 83353 N/A PC FOR GENERAL OPERATING SUPPORT 10000 SUN VALLEY SKI EDUCATION FOUNDATION PO BOX 203 SUN VALLEY ID 83353 N/A PC FOR GENERAL OPERATING SUPPORT 25000 SUN VALLEY SKI EDUCATION FOUNDATION PO BOX 203 SUN VALLEY ID 83353 N/A PC FOR GENERAL OPERATING SUPPORT 5000 SUN VALLEY SKI EDUCATION FOUNDATION PO BOX 203 SUN VALLEY ID 83353 N/A PC FOR THE ROTARUN SKI AREA 50000 SUN VALLEY SKI EDUCATION FOUNDATION PO BOX 203 SUN VALLEY ID 83353 N/A PC FOR THE ROTARUN SKI AREA 50000 TAO CARES RELIEF FUND TWO PENN PLAZA 19TH FLOOR NEW YORK NY 10121 N/A PC FOR THE COVID-19 EMPLOYEE RELIEF FUND 2500 TEAM RUBICON 214 MAIN STREET 354 EL SEGUNDO CA 90245 N/A PC FOR COVID-19 RESPONSE EFFORTS IN PITTSBURGH 25000 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 5000 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 25000 UNITE FOR HER 127 EAST CHESTNUT STREET WEST CHESTER PA 19380 N/A PC FOR GENERAL OPERATING SUPPORT 10000 UNIVERSITY OF CONNECTICUT FOUNDATION INC 2390 ALUMNI DRIVE UNIT 3206 STORRS CT 06269 N/A PC FOR THE DODD ENDOWMENT 31831 250000 UNIVERSITY OF PITTSBURGH 4200 FIFTH AVENUE PITTSBURGH PA 15260 N/A PC FOR THE HEINZ CHAPEL IN HONOR OF PAT GIBBONS 5000 UNIVERSITY OF PITTSBURGH 4200 FIFTH AVENUE PITTSBURGH PA 15260 N/A PC FOR THE HEINZ CHAPEL IN HONOR OF PAT GIBBONS RETIREMENT 5000 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 25000 UPMC 3600 FORBES AVENUE SUITE 8084 PITTSBURGH PA 15213 N/A PC FOR SUPPORT OF RESOLVE CRISIS SERVICES RELATED TO COVID-19 DEMAND 25000 WGBH EDUCATIONAL FOUNDATION ONE GUEST STREET BOSTON MA 02135 N/A PC FOR THE MASTERPIECE TRUST 25000 WGBH EDUCATIONAL FOUNDATION ONE GUEST STREET BOSTON MA 02135 N/A PC FOR THE CLIMATE SOLVERS INITIATIVE 150000 WOODLEY HOUSE INC 6856 EASTERN AVENUE NW WASHINGTON DC 20012 N/A PC FOR THE ANNUAL WOODLEY HOUSE MOVIE BENEFIT EVENT 2500 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 25000 WORLD CENTRAL KITCHEN 655 NEW YORK AVENUE NW 6TH FLOOR WASHINGTON DC 20001 N/A PC FOR GENERAL OPERATING SUPPORT 25000 WORLD CENTRAL KITCHEN 655 NEW YORK AVENUE NW 6TH FLOOR WASHINGTON DC 20001 N/A PC FOR GENERAL OPERATING SUPPORT 25000 YALE UNIVERSITY 195 PROSPECT STREET NEW HAVEN CT 06511 N/A PC FOR YALE ENVIRONMENT 360 5000 YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 06521 N/A PC FOR GENERAL OPERATING SUPPORT 10000 6038500 THE CHARACTER LAB 3675 MARKET STREET SUITE 200 PHILADELPHIA PA 19104 N/A PC FOR GENERAL OPERATING SUPPORT 5000 NATIONAL LINKS TRUST 331 7TH STREET NE WASHINGTON DC 10011 N/A PC FOR GENERAL OPERATING SUPPORT 50000 SAWTOOTH SPORTS FOUNDATION INC PO BOX 1185 110 TIMBER WAY KETCHUM ID 83340 N/A PC FOR THE HURTIG SHOOTING CENTER 25000 SAWTOOTH SPORTS FOUNDATION INC PO BOX 1185 110 TIMBER WAY KETCHUM ID 83340 N/A PC FOR THE HURTIG SHOOTING CENTER 25000 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 50000 155000 14 514414 900003 66312 18 11785142 INCOME FROM PARTNERSHIPS 900000 -222560 01 244211 -156248 12543767 0 12387519 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 27880 1153 21913 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. 770 SHS C D W CORPORATION (BROAD RUN - AWARDS) 100030 101478 1,559 SHS FRASTENAL CO (BROAD RUN - AWARDS) 65327 76126 1,334 SHS ALLEGIANT TRAVEL CO (BROAD RUN - AWARDS) 172867 252446 499 SHS R H COMMON (BROAD RUN - AWARDS) 50899 223312 457 SHS ALPHABET INC (BROAD RUN - AWARDS) 505129 800609 3,231 SHS AMERICAN TOWER CORP (BROAD RUN - AWARDS) 458805 725230 6,983 SHS CARMAX INC (BROAD RUN - AWARDS) 470901 659614 3,798 SHS WALT DISNEY (BROAD RUN - AWARDS) 329469 688122 693 SHS FACEBOOK INC (BROAD RUN - AWARDS) 129507 189300 504 SHS MARKEL CORP (BROAD RUN - AWARDS) 570984 520783 1,587 SHS O'REILLY AUTOMOTIVE INC (BROAD RUN - AWARDS) 404838 718229 4,999 SHS SS&C TECH HOLDINGS (BROAD RUN - AWARDS) 229146 363677 5,351 SHS HEXCEL CORP NEW (BROAD RUN - AWARDS) 346182 259470 49 SHS NVR INC (BROAD RUN - AWARDS) 160447 199913 3,845 SHS AMERICAN WOODMARK CORP (BROAD RUN - AWARDS) 436843 360853 35,629 SHS DRIVE SHACK (BROAD RUN - AWARDS) 192952 84797 8,583 SHS ENCORE CAP GROUP INC (BROAD RUN - AWARDS) 351738 334308 12,332 SHS ASHTEAD GROUP PLC (BROAD RUN - AWARDS) 352541 579551 15,746 SHS BROOKFIELD ASSET MANAGE (BROAD RUN - AWARDS) 444831 649837 572 SHS ALLEGIANT TRAVEL CO (BROAD RUN - T&J) 74129 108245 672 SHS FRASTENAL CO (BROAD RUN - T&J) 28159 32814 215 SHS R H (BROAD RUN - T&J) 21930 96217 328 SHS C D W CORPORATION (BROAD RUN - T&J) 42610 43227 196 SHS ALPHABET INC (BROAD RUN - T&J) 213990 343368 1,386 SHS AMERICAN TOWER CORP (BROAD RUN - T&J) 197351 311102 3,101 SHS CARMAX INC (BROAD RUN - T&J) 209562 292921 1,629 SHS WALT DISNEY (BROAD RUN - T&J) 133358 295142 297 SHS FACEBOOK INC (BROAD RUN - T&J) 55437 81129 216 SHS MARKEL CORP (BROAD RUN - T&J) 245994 223193 680 SHS O'REILLY AUTOMOTIVE INC (BROAD RUN - T&J) 172253 307748 2,153SHS SS&C TECH HOLDINGS (BROAD RUN - T&J) 98642 156631 2,296 SHS HEXCEL CORP NEW (BROAD RUN - T&J) 146651 111333 21 SHS NVR INC (BROAD RUN - T&J) 69086 85677 1,650 SHS AMERICAN WOODMARK CORP (BROAD RUN - T&J)) 193235 154853 15,285 SHS DRIVE SHACK (BROAD RUN - T&J) 80416 36378 3,682 SHS ENCORE CAP GROUP INC (BROAD RUN - T&J) 152470 143414 5,291 SHS ASHTEAD GROUP PLC (BROAD RUN - T&J) 149705 248654 7,012 SHS BROOKFIELD ASSET MANAGE (BROAD RUN - T&J) 202149 289385 FOREIGN EQUITIES 31494217 37466747 OAKMARK INCOME AND EQUITY FUND - EXETER 1025063 1098483 OAKMARK INCOME AND EQUITY FUND - YALE 3595934 3850621 ISHARES RUSSEL 1000 INDEX - AWARDS 307774 676617 ISHARES RUSSEL 1000 INDEX - T&J 363899 430459 WHITESPRUCE -AWARDS 4450000 5580035 FPR PARTNERS - AWARDS 5000000 5047502 CAT ROCK OPPORTUNITIES FUND - AWARDS 699366 1045956 ABDIEL QUALIFIED OFFSHORE PARTNERS - AWARDS 2000000 4248803 SCHRODER CORE BOND FUNDS - AWARDS 9012393 9226012 WHITESPRUCE - T&J 2250000 2822840 FPR PARTNERS - T&J 2450000 2452997 CAT ROCK OPPORTUNITIES FUND - T&J 349683 522978 ABDIEL QUALIFIED OFFSHORE PARTNERS - T&J 1000000 2124401 SCHRODER CORE BOND FUNDS - T&J 2934752 3003356 STOCKBRIDGE FUND, LP - AWARDS 3000000 3679871 STOCKBRIDGE FUND, LP - T&J 1500000 1839935 LEASEHOLD IMPROVEMENTS 1299981 1299345 636 636 FURNITURE & FIXTURES 339179 327990 11189 11189 INVESTMENT IN FINE ARTS AT COST 479590 479590 LEGAL FEES 33184 7683 23424 PARK ST. VI CAP. PRIVATE EQUITY 733516 733516 31100 PARK ST. VII CAP. PRIVATE EQUITY 732600 707100 149522 PARK ST. VIII CAP. PRIVATE EQUITY 850859 804119 854986 PARK STREET NATURAL RESOURCES 517417 0 0 DAVIDSON KEMPNER 2445000 0 0 STARK ASSET MGMT (SHEPHERD) 32227 32227 31068 KENSICO PARTNERS 848288 124207 674200 COATUE PARTNERS 400000 0 0 CANYON VALUE REALIZATION FUND 3760051 0 0 PARK ST. IX CAP. PRIVATE EQUITY 1122700 1079800 1156407 ROYSTONE CAPITAL OFFSHORE FUND 198288 0 58477 CERES FARMS, LLC 5700000 139917 139917 DL PARTNERS OPPORTUNITIES FUND 3000000 0 0 ITE RAIL FUND 2500000 2500000 2891126 HARVEST MLP INCOME FUND 1400000 1400000 912817 RIVERNORTH INSTITUTIONAL PARTNERS 2600000 2600000 3510775 HOLLYPORT SECONDARY OPPS VI 2100158 2100158 3051528 KLINE HILL OFFSHORE II 1339438 1460991 1921049 SAMLYN OFFSHORE 2000000 2000000 2759708 POINTER OFFSHORE LTD 3500000 5800000 7156931 CAMBER CAPITAL OFFSHORE 0 1700000 1938537 M3 PARTNERS, LP 0 1700000 1978213 MELVIN CAPITAL OFFSHORE 0 1000000 1203908 PHARO MACRO FUND, LTD. 0 1000000 1090361 SQN INVESTORS OFFSHORE 0 1700000 1940003 TENG YUE PARTNERS OFFSHORE 0 1700000 1542329 MADISON AVENUE OFFSHORE FUND 0 1600000 1918137 ALUA OFFSHORE FUND, LTD. 0 1600000 1671376 KLINE HILL PARTNERS OFFSHORE FUND III, LP 0 198582 442184 KLINE HILL PARTNERS OPP OFFSHORE FUND III 0 54171 145366 HORSLEY BRIDGE STRATEGIC FUND IV, L.P. 0 1346052 1351681 ADJUSTMENT FOR GRANTS PAYABLE 55000 INSURANCE 23917 1196 22721 MISC OFFICE 5342 267 5075 OFFICE SUPPLIES 1659 83 1576 DUES & SUBSCRIPTIONS 325 16 309 POSTAGE & MESSENGER EXPENSES 11463 573 10890 PHONE/FAX 10080 504 9576 FLOWTHROUGH FROM PARTNERSHIPS 0 314324 0 EQUIPMENT & FURNITURE MAINTENANCE 71714 3586 68128 RESEARCH EXPENSES 5384 0 5384 DIRECT HEINZ AWARDS EXPENSES 660961 0 660961 INCOME FROM PARTNERSHIPS -222560 0 -222560 244211 244211 244211 AGENCY LIABILITIES 4750460 4640233 INVESTMENT MGMT FEES 393657 397557 0 INVESTMENT CONSULTING 31555 31555 0 TEMPORARY SECRETARIAL/CLERICAL 13095 655 12440 FOREIGN TAX - FLOWTHROUGH FROM PARTNERSHIPS 0 58379 0 FEDERAL INCOME TAX 86961 0 0