HEINZ FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HEINZ FAMILY FOUNDATION (EIN 25-1689382)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201943169349101299
- Schema version
- 2018v3.1
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T14:16:36-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN M KIRSCH | PreparerPersonNm |
| PTIN | P00341397 | PTIN |
| Phone | 4122613644 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.79.164.82 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-11 | IPDt |
| IP Tm | 10:02:17 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3F84C076404E27FDC1C0905DC0BE890B7076CF49 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 52B4573894087D10886B6C64FC0D18884E56331A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $124,506,933 | 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 | $1,203,863 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,020,192 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,361,475 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,109,984 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,926,411 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $110,694 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$218,374 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,676,032 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,728,229 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $39,684 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,984 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $37,700 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $474,813 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $23,741 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $451,072 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $146,254 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,313 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $138,941 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $50,469 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $12,897 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $34,880 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,078 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,055 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,045 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $303,210 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $308,535 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $84,244 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $31,055 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $34,540 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $12,249 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $612 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $139,843 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,992 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $132,851 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,511 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $426 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,085 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,467 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $73 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,394 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $682,785 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $401,818 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $674,916 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,915,418 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $884,230 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,499,884 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,713,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,945,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,628,418 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $884,230 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,444,884 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,952,386 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,843,999 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,406 | CashBOYAmt |
| Cash EOY | $5,350 | CashEOYAmt |
| Cash EOYFMV | $5,350 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $21,446,728 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,762,784 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,762,784 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $60,199,478 | CorporateStockBOYAmt |
| Corporate Stock EOY | $74,219,615 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $74,113,164 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,640,740 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,617,335 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $16,189 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $23,405 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $23,405 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $479,590 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $479,590 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $479,590 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $35,583,695 | OtherAssetsBOYAmt |
| Other Assets EOY | $38,431,623 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $47,122,640 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $117,728,086 | TotalAssetsBOYAmt |
| Total Assets EOY | $115,922,367 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $124,506,933 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $751,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $75,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $4,450,669 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,597,336 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,201,669 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,672,336 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $112,526,417 | UnrestrictedBOYAmt |
| Unrestricted EOY | $111,250,031 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $112,526,417 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $111,250,031 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $117,728,086 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $115,922,367 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $112,526,417 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,952,386 | ExcessRevenueOverExpensesAmt |
| Other Increases | $676,000 | OtherIncreasesAmt |
| Subtotal | $111,250,031 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $111,250,031 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $5,303,376 | $3,165,874 | $2,137,502 | $2,137,502 | |
| FLOWTHROUGH FROM PARTNERSHIP | $1,488,086 | $1,488,086 | $1,488,086 | P | |
| CAPITAL GAIN DISTRIBUTIONS | $318,522 | $318,522 | $318,522 | P | |
| TAX BASIS LOSS TUCKER ANTHONY PRIVATE EQUITY FUND IV, LP | $12,891 | -$12,891 | -$12,891 | P | |
| TAX BASIS LOSS HIGHCLERE INTERNATIONAL INVESTORS | $4,808 | -$4,808 | -$4,808 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,926,411 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,961,959 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $136,227,423 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043765 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,213,359 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $125,532,120 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.025598 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,381,707 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $129,052,160 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033953 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,314,058 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $130,830,503 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.025331 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,906,897 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $121,398,934 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.015708 | DistributionYr5Rt |
| Total Distribution | 0.144355 | TotalDistributionRt |
| Average Distribution | 0.028871 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $133,752,060 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,861,556 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $48,440 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,909,996 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,464,160 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $48,440 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48,440 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $48,440 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $101,651 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $116,651 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $68,211 | OverpaymentAmt |
| Applied To ES Tax | $68,211 | AppliedToESTaxAmt |
| Refund | $0 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 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 APPOINTED 102018 | ||||||||
| 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 | 2.00 | $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 |
| ANDREW EBERHART RESIGNED 32018 | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | CHIEF INVESTMENT OFFICER | 1.00 | $0 | $0 | $0 |
| MICHELE BATTLE | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | TREASURER | 5.00 | $35,138 | $4,546 | $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 | $130,500 | $34,131 | $0 |
| JONATHAN GREENE | ||||||||
| 625 LIBERTY AVE STE 3200 | PITTSBURGH | PA | 15222 | PROGRAM OFFICER | 40.00 | $83,000 | $20,946 | $0 |
| HALLEY CASEY | ||||||||
| 625 LIBERTY AVE STE 3200 | PITTSBURGH | PA | 15222 | EXECUTIVE ASSISTANT | 40.00 | $61,700 | $17,755 | $0 |
| LISA GIORGETTI | ||||||||
| 625 LIBERTY AVE STE 3200 | PITTSBURGH | PA | 15222 | PROGRAM OFFICER | 24.00 | $58,000 | $9,376 | $0 |
| MOLLY MEHLING | ||||||||
| 625 LIBERTY AVE STE 3200 | PITTSBURGH | PA | 15222 | PROGRAM OFFICER | 24.00 | $56,700 | $9,266 | $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 | $642,742 |
| LYRICAL ASSET MANAGEMENT | |||||
| 405 PARK AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT CONSULTING SERVICES | $95,534 |
| BURNESS COMMUNICATIONS | |||||
| 7910 WOODMONT AVENUE SUITE 700 | BETHESDA | MD | 208147034 | HEINZ AWARDS PUBLIC RELATIONS CONSULTING | $67,030 |
| BROAD RUN INVESTMENT MANAGEMENT LLC | |||||
| 1530 WILSON BLVRD STE 530 | ARLINGTON | VA | 22209 | INVESTMENT CONSULTING SERVICES | $66,402 |
| CAMBRIDGE ASSOCIATES | |||||
| PO BOX 412015 | BOSTON | MA | 022412015 | INVESTMENT CONSULTING SERVICES | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | 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 2018, SEVEN GRANTS WERE MADE TO INDIVIDUALS 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 | $2,035,652 | 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 | $67,456,439 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,129,221 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $58,203,233 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $135,788,893 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $135,788,893 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,036,833 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $133,752,060 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,687,603 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,687,603 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,440 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $44,229 | IncomeTaxAmt |
| Total Tax | $92,669 | TotalTaxAmt |
| Distributable Before Adj | $6,594,934 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,594,934 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,594,934 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,444,884 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $19,276 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $6,464,160 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $48,440 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,415,720 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,594,934 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,423,701 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,464,160 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,423,701 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,459 | 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 | $6,554,475 | 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 (123 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CROSS PERFORMANCE INC | ||||||||
| 140 SECOND AVENUE | NEW YORK | NY | 10003 | N/A | PC | DESIGNATED PAYMENT BY RALPH LEMON, 2018 HEINZ AWARD WINNER-ARTS AND HUMANITIES | $50,000 | |
| RALPH LEMON | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | NONE | I | HEINZ AWARD WINNER 2018 - ARTS AND HUMANITIES | $200,000 | |
| ENRIC SALA | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | NONE | I | HEINZ AWARD WINNER 2018 - PUBLIC POLICY | $250,000 | |
| LINDA ROTTENBERG | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | NONE | I | HEINZ AWARD WINNER 2018 - TECHNOLOGY, THE ECONOMY, AND EMPLOYMENT | $250,000 | |
| NORMAN ATKINS | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | NONE | I | HEINZ AWARD WINNER 2018 - HUMAN CONDITION | $250,000 | |
| SHERRI MASON | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | NONE | I | HEINZ AWARD WINNER 2018 - PUBLIC POLICY | $250,000 | |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||||
| 1305 WEST GREEN STREET MC-386 | URBANA | IL | 61801 | N/A | PC | DESIGNATED PAYMENT BY FRANCES KUO, PH.D., 2018 HEINZ AWARD WINNER-ENVIRONMENT | $250,000 | |
| PHILLIPS EXETER ACADEMY | ||||||||
| 20 MAIN STREET | EXETER | NH | 038332460 | N/A | PC | SCHOLARSHIPS FOR THE 2018-19 ACADEMIC YEAR | $52,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | UNDERGRADUATE SCHOLARSHIPS FOR THE 2018-19 ACADEMIC YEAR | $180,000 | |
| 826 NATIONAL | ||||||||
| 44 GOUGH STREET SUITE 206 | SAN FRANCISCO | CA | 94103 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| ALL IN ALL THE TIME | ||||||||
| 2133 UPTON DRIVE 126-429 | VIRGINIA BEACH | VA | 23454 | N/A | PC | FOR SUPPORT OF BAKERSFIELD EVENT | $5,000 | |
| AMERICAN ACADEMY OF ARTS AND SCIENCES | ||||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 02138 | N/A | PC | FOR THE ANNUAL FUND | $5,000 | |
| THE ANDI LEADERSHIP INSTITUTE FOR YOUNG WOMEN | ||||||||
| 1793 LANIER PLACE 5 | WASHINGTON | DC | 20009 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| ARTS FOR THE AGING INC | ||||||||
| 12320 PARKLAWN DRIVE | ROCKVILLE | MD | 20852 | N/A | PC | FOR THE 30TH ANNUAL GALA AND AWARDS DINNER EVENT | $10,000 | |
| BLAINE COUNTY RECREATION DISTRICT | ||||||||
| 1050 FOX ACRES ROAD 107 | HAILEY | ID | 83333 | N/A | GOV | FOR THE GALENA LODGE | $50,000 | |
| THE BREAST CANCER RESEARCH FOUNDATION INC | ||||||||
| 60 EAST 56TH STREET 8TH FLOOR | NEW YORK | NY | 10022 | 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 | |
| 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 2018 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 2017-18 TRUSTEE ANNUAL FUND | $20,000 | |
| CARNEGIE MELLON UNIVERSITY | ||||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | N/A | PC | FOR THE CHILDREN'S SCHOOL 150TH ANNIVERSARY FUNDRAISER | $2,500 | |
| CARNEGIE MELLON UNIVERSITY | ||||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | N/A | PC | FOR THE CHILDREN'S SCHOOL 150TH ANNIVERSARY FUNDRAISER | $25,000 | |
| CARNEGIE MELLON UNIVERSITY | ||||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | N/A | PC | FOR THE CHILDREN'S SCHOOL 150TH ANNIVERSARY FUNDRAISER | $2,500 | |
| 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 45TH ANNUAL ART ROONEY AWARD DINNER AND AUCTION | $1,000 | |
| CENTER FOR A NEW AMERICAN SECURITY | ||||||||
| 1152 15TH STREET NW SUITE 950 | WASHINGTON | DC | 20005 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| CENTER FOR A NEW AMERICAN SECURITY | ||||||||
| 1152 15TH STREET NW SUITE 950 | WASHINGTON | DC | 20005 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $100,000 | |
| CENTER FOR YOUTH WELLNESS | ||||||||
| 1329 EVANS AVENUE | SAN FRANCISCO | CA | 94124 | N/A | PC | FOR THE NATIONAL PEDIATRIC PRACTICE COMMUNITY | $25,000 | |
| THE CHARACTER LAB | ||||||||
| 3401 MARKET STREET SUITE 202 | PHILADELPHIA | PA | 19104 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| CHARITY WATER | ||||||||
| 40 WORTH STREET SUITE 330 | NEW YORK | NY | 10013 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| CLIMATE RIDE | ||||||||
| 111 NORTH HIGGINS AVENUE SUITE 415 | MISSOULA | MT | 59802 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| COLONEL DANIEL MARR BOYS AND GIRLS CLUB | ||||||||
| 1135 DORCHESTER AVENUE | DORCHESTER | MA | 02125 | N/A | PC | FOR THE 25TH ANNUAL NEW ENGLAND WOMEN'S LEADERSHIP AWARDS | $2,000 | |
| THE COMMUNITY LIBRARY | ||||||||
| 415 SPRUCE AVENUE N PO BOX 2168 | KETCHUM | ID | 83340 | N/A | PC | FOR THE CAPITAL CAMPAIGN | $500,000 | |
| COMMUNITY SCHOOL INC | ||||||||
| PO BOX 2118 | SUN VALLEY | ID | 83353 | N/A | PC | FOR THE SUN VALLEY SKI ACADEMY STUDENT SCHOLARSHIP | $50,000 | |
| COMMUNITY SCHOOL INC | ||||||||
| PO BOX 2118 | SUN VALLEY | ID | 83353 | 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 | |
| DISCOVERY LAND COMPANY FOUNDATION | ||||||||
| 301 N CANNON DRIVE SUITE 328 | BEVERLY HILLS | CA | 90210 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $17,500 | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| EAST HARLEM SCHOOL AT EXODUS | ||||||||
| 309 EAST 103RD STREET | NEW YORK | NY | 10029 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| EAST HARLEM SCHOOL AT EXODUS | ||||||||
| 309 EAST 103RD STREET | NEW YORK | NY | 10029 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $2,500 | |
| EAST SIDE HOUSE SETTLEMENT | ||||||||
| 337 ALEXADNDER AVENUE | BRONX | NY | 10454 | N/A | PC | FOR THE GALA PREVIEW OF THE NEW YORK INTERNATIONAL AUTO SHOW | $2,500 | |
| EAST SIDE HOUSE SETTLEMENT | ||||||||
| 337 ALEXADNDER AVENUE | BRONX | NY | 10454 | N/A | PC | FOR TECHNOLOGY AND EVALUATION | $10,000 | |
| EAST SIDE HOUSE SETTLEMENT | ||||||||
| 337 ALEXADNDER AVENUE | BRONX | NY | 10454 | N/A | PC | FOR THE WINTER ANTIQUES SHOW | $2,500 | |
| ENERGY VISION | ||||||||
| 138 EAST 13TH STREET | NEW YORK | NY | 10003 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $3,000 | |
| FOODCORPS INC | ||||||||
| 1140 SE 7TH AVENUE SUITE 110 | PORTLAND | OR | 97214 | N/A | PC | FOR THE "HEALTHY KIDS, HEALTHY FUTURES INITATIVE" | $100,000 | |
| FOR INSPIRATION AND RECOGNITION OF SCIENCE AND TECHNOLOGY FIRST | ||||||||
| 200 BEDFORD STREET | MANCHESTER | NH | 03101 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| THE FRED ROGERS COMPANY | ||||||||
| 2100 WHARTON STREET SUITE 700 | PITTSBURGH | PA | 15203 | N/A | PC | FOR SUPPORT TO COMMEMORATE THE 50TH ANNIVERSARY OF MISTER ROGERS NEIGHBORHOOD | $100,000 | |
| FRIENDS OF HAND IN HAND INTERNATIONAL | ||||||||
| 98 POPE ROAD | ACTON | MA | 01720 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| FRIENDS OF UNFPA INC | ||||||||
| 605 THIRD AVENUE 4TH FLOOR | NEW YORK | NY | 10158 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $1,000 | |
| 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 | ||||||||
| 5104 YUMA STREET NW | WASHINGTON | DC | 20016 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| GREATER POTTSTOWN TENNIS & LEARNING ASSOCIATION | ||||||||
| PO BOX 935 | POTTSTOWN | PA | 19464 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| GRIST MAGAZINE INC | ||||||||
| 1201 WESTERN AVENUE SUITE 410 | SEATTLE | WA | 98101 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| HARLEM CHILDREN'S ZONE | ||||||||
| 35 EAST 125TH STREET SUITE 405 | NEW YORK | NY | 10035 | N/A | PC | FOR THE "FRIEND OF THE CHILDREN" AWARD EVENT | $5,000 | |
| HARVARD BUSINESS SCHOOL | ||||||||
| SOLIDERS FIELD | BOSTON | MA | 02163 | N/A | PC | FOR THE MBA CLASS OF 2001 NATIONAL DEFENSE FELLOWSHIP | $5,000 | |
| HEALTHY BIRTH DAY | ||||||||
| PO BOX 71093 | CLIVE | IA | 50325 | N/A | PC | FOR THE "COUNT THE KICKS" PROJECT | $7,500 | |
| HEARTH INC | ||||||||
| 1640 WASHINGTON STREET | BOSTON | MA | 02118 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| HOLT-ELWELL MEMORIAL FOUNDATION | ||||||||
| PO BOX 9 | EAST HEBRON | NH | 03241 | N/A | PC | FOR THE CAMP MOWGLIS SCHOLARSHIP ENDOWMENT FUND | $20,000 | |
| HOLT-ELWELL MEMORIAL FOUNDATION | ||||||||
| PO BOX 9 | EAST HEBRON | NH | 03241 | N/A | PC | FOR CAMP MOWGLIS | $2,500 | |
| JEWISH FEDERATION OF GREATER PITTSBURGH | ||||||||
| 234 MCKEE PLACE | PITTSBURGH | PA | 152133999 | N/A | PC | FOR THE FUND OF VICTIMS OF TERROR | $50,000 | |
| JUNIOR ACHIEVEMENT OF WESTERN PENNSYLVANIA INC | ||||||||
| 5001 CENTRE AVENUE 2ND FLOOR | PITTSBURGH | PA | 15213 | N/A | PC | FOR THE 30TH ANNUAL SPIRIT OF ENTERPRISE AWARDS TO HONOR THE FRED ROGERS GOOD NEIGHBOR AWARD | $8,000 | |
| LAST CHANCE RANCH | ||||||||
| 9 BECK ROAD | QUAKERTOWN | PA | 18951 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| LIVING WITH WOLVES LTD | ||||||||
| PO BOX 896 | SUN VALLEY | ID | 83353 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| LUNG CANCER ALLIANCE | ||||||||
| 1700 K STREET SUITE 660 | WASHINGTON | DC | 20006 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $1,000 | |
| LYRIC OPERA OF CHICAGO | ||||||||
| 20 NORTH WACKER DRIVE | CHICAGO | IL | 60606 | N/A | PC | FOR THE 25TH ANNIVERSARY CONCERT & GALA HONORING RENEE FLEMING | $20,000 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 165 CAMBRIDGE STREET SUITE 600 | BOSTON | MA | 021142792 | N/A | PC | FOR THE LYMPHEDEMA IN WOMEN WITH BREAST CANCER STUDY | $290,000 | |
| MERCURY SOUL INC | ||||||||
| 601 LAGUNDA HONDA BLVD | SAN FRANCISCO | CA | 94127 | N/A | PC | FOR THE STAGING OF MERCURY SOUL IN THREE CITIES IN 2019 | $15,000 | |
| MOCKINGBIRD MINISTRIES INC | ||||||||
| 100 WEST JEFFERSON STREET | CHARLOTTESVILLE | VA | 22902 | N/A | PC | FOR STORYMAKERSNYC | $10,000 | |
| 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 | 025541016 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $1,000 | |
| NANTUCKET LAND COUNCIL | ||||||||
| PO BOX 502 | NANTUCKET | MA | 02554 | N/A | PC | FOR THE WATER FUND | $10,000 | |
| NANTUCKET SUSTAINABLE DEVELOPMENT CORPORATION | ||||||||
| PO BOX 1244 | NANTUCKET | MA | 02555 | 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 | GRANT TO SUSTAIN THE HEINZ DISSERTATION AWARD | $52,000 | 830 |
| NATIONAL DANCE INSTITUTE INC | ||||||||
| 217 WEST 147TH STREET | NEW YORK | NY | 10039 | N/A | PC | FOR THE DREAM PROJECT | $5,000 | |
| NATIONAL GALLERY OF ART | ||||||||
| 6TH AND CONSTITUTION | WASHINGTON | DC | 20565 | N/A | PC | FOR THE MELLON MATCH CHALLENGE | $20,000 | |
| NATIONAL GALLERY OF ART | ||||||||
| 6TH AND CONSTITUTION | WASHINGTON | DC | 20565 | N/A | PC | FOR THE ANNUAL CIRCLE FUND | $10,000 | |
| NAVY SEAL FOUNDATION INC | ||||||||
| 2100 MEDITERRANEAN AVENUE 12 | VIRGINIA BEACH | VA | 23451 | N/A | PC | FOR THE 2018 TENTH ANNUAL BENEFIT GALA | $100,000 | |
| NAVY SEAL FOUNDATION INC | ||||||||
| 2100 MEDITERRANEAN AVENUE 12 | VIRGINIA BEACH | VA | 23451 | N/A | PC | FOR THE "MIDWEST EVENING OF TRIBUTE" | $10,000 | |
| NAVY SEAL FOUNDATION INC | ||||||||
| 2100 MEDITERRANEAN AVENUE 12 | VIRGINIA BEACH | VA | 23451 | N/A | PC | FOR THE "LOS ANGELES EVENING OF TRIBUTE EVENT" | $10,000 | |
| NAVY SEAL FOUNDATION INC | ||||||||
| 2100 MEDITERRANEAN AVENUE 12 | VIRGINIA BEACH | VA | 23451 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| NEW YORK RESTORATION PROJECT | ||||||||
| 254 WEST 31ST STREET 10TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | FOR THE ANNUAL SPRING PICNIC | $2,000 | |
| THE PITTSBURGH PARKS CONSERVANCY | ||||||||
| 45 SOUTH 23RD STREET SUITE 101 | PITTSBURGH | PA | 15203 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| THE PITTSBURGH PARKS CONSERVANCY | ||||||||
| 45 SOUTH 23RD STREET SUITE 101 | PITTSBURGH | PA | 15203 | N/A | PC | FOR THE LEGACY CELEBRATION EVENT | $5,000 | |
| REPRESENTUS EDUCATION FUND | ||||||||
| PO BOX 60008 | FLORENCE | MA | 01062 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| RIVER VALLEY WALDORF SCHOOL | ||||||||
| 1395 BRIDGETON HILL ROAD | UPPER BLACK EDDY | PA | 18972 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| 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 WOMENSERIOUS BUSINESS" EVENT | $5,000 | |
| RUSSELL BYERS CHARTER SCHOOL | ||||||||
| 1911 ARCH STREET | PHILADELPHIA | PA | 19103 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| SAWTOOTH SPORTS FOUNDATION INC | ||||||||
| PO BOX 6329 | KETCHUM | ID | 83340 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $2,500 | |
| SEED GLOBAL HEALTH | ||||||||
| 20 ASHBURTON PLACE 6TH FLOOR | BOSTON | MA | 02108 | N/A | PC | FOR ACADEMIC INSTITUTION SPONSORSHIP | $100,000 | |
| SILENT SPRING INSTITUTE | ||||||||
| 320 NEVADA STREET SUITE 320 | NEWTON | MA | 02460 | N/A | PC | FOR THE YEAR END MATCHING CHALLENGE | $10,000 | |
| 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 | $95,000 | |
| SMALL FRIENDS ON NANTUCKET INC | ||||||||
| PO BOX 2826 | NANTUCKET | MA | 02584 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $500 | |
| SOARWAY FOUNDATION | ||||||||
| 342 WEST PIKE STREET | CANONSBURG | PA | 15317 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $85,000 | |
| SOMARTS | ||||||||
| 934 BRANNAN STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | FOR MCSWEENEY'S PUBLISHING IN HONOR OF THEIR 20TH ANNIVERSARY | $20,000 | |
| SPAULDING REHABILITATION HOSPITAL CORPORATION | ||||||||
| 1575 CAMBRIDGE STREET | CAMBRIDGE | MA | 02138 | N/A | PC | FOR THE "A CELEBRATION OF SPAULDING SCIENCE: SPAULDING RESEARCH INSTITUTE SYMPOSIA & DINNER" EVENT | $25,000 | |
| ST LUKE'S WOOD RIVER FOUNDATION | ||||||||
| PO BOX 7005 | KETCHUM | ID | 83340 | N/A | PC | FOR THE PEDIATRIC SERVICES ENDOWMENT MATCHING CHALLENGE | $25,000 | |
| ST PAUL'S SCHOOL | ||||||||
| 325 PLEASANT STREET | CONCORD | NH | 03301 | N/A | PC | FOR THE HEINZ SCHOLARSHIP | $250,000 | |
| ST PAUL'S SCHOOL | ||||||||
| 325 PLEASANT STREET | CONCORD | NH | 03301 | N/A | PC | FOR THE PARENTS ANNUAL FUND | $5,000 | |
| ST PAUL'S SCHOOL | ||||||||
| 325 PLEASANT STREET | CONCORD | NH | 03301 | N/A | PC | IN SUPPORT OF THE HEINZ FAMILY SCHOLARSHIP | $100,000 | |
| SUN VALLEY CENTER FOR THE ARTS AND HUMANITIES | ||||||||
| PO BOX 656 | SUN VALLEY | ID | 83353 | N/A | PC | FOR THE 2018 WINE AUCTION | $10,000 | |
| 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 GENERAL OPERATING SUPPORT | $10,000 | |
| SUN VALLEY SUMMER SYMPHONY INC | ||||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $20,000 | |
| SUN VALLEY SUMMER SYMPHONY INC | ||||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $20,000 | |
| SUN VALLEY SUMMER SYMPHONY INC | ||||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | N/A | PC | FOR MASON BATES WEEK-LONG RESIDENCY AS PART OF THE 35TH ANNIVERSARY CELEBRATION | $30,000 | |
| SUN VALLEY WRITERS' CONFERENCE | ||||||||
| PO BOX 957 | KETCHUM | ID | 83340 | N/A | PC | FOR THE 25TH ANNIVERSARY WRITERS' CONFERENCE | $20,000 | |
| TEACHERS COLLEGE AT COLUMBIA UNIVERSITY | ||||||||
| 525 WEST 120TH STREET BOX 306 | NEW YORK | NY | 10027 | N/A | PC | FOR THE CAPITAL PROJECT | $24,000 | |
| TEACHERS COLLEGE AT COLUMBIA UNIVERSITY | ||||||||
| 525 WEST 120TH STREET BOX 306 | NEW YORK | NY | 10027 | N/A | PC | FOR THE TC FUND | $1,000 | |
| TEAM RUBICON | ||||||||
| 6171 WEST CENTURY BOULEVARD SUITE | LOS ANGELES | CA | 90045 | N/A | PC | FOR THE READY RESERVE FUND | $50,000 | 310 |
| 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 | |
| TRUST FOR CONSERVATION INNOVATION DBA MULTIPLIER | ||||||||
| 405 14TH STREET SUITE 164 | OAKLAND | CA | 94612 | N/A | PC | FOR PROJECT WAYFINDER | $5,000 | |
| THE UCLA FOUNDATION | ||||||||
| 300 STEIN PLAZA SUITE 562 | LOS ANGELES | CA | 90095 | N/A | PC | FOR THE 2017 VIRTUAL VISIONARY BALL | $1,000 | |
| THE UNIT SCHOLARSHIP FUND | ||||||||
| PO BOX 73338 | FORT BRAGG | NC | 28307 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 100 COLLEGE HALL | PHILADELPHIA | PA | 191046380 | N/A | PC | FOR THE MASTERS OF APPLIED POSITIVE PSYCHOLOGY PROGRAM | $5,000 | |
| WGBH EDUCATIONAL FOUNDATION | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | N/A | PC | FOR THE MASTERPIECE TRUST | $25,000 | |
| WILD FOUNDATION | ||||||||
| 1435 YARMOUTH AVENUE | BOULDER | CO | 80304 | N/A | PC | FOR EARTH VISION INSTITUTE | $25,000 | |
| WINCHESTER-THURSTON SCHOOL | ||||||||
| 555 MOREWOOD AVENUE | PITTSBURGH | PA | 15213 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| WINCHESTER-THURSTON SCHOOL | ||||||||
| 555 MOREWOOD AVENUE | PITTSBURGH | PA | 15213 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| WOMEN DELIVER INC | ||||||||
| 588 BROADWAY SUITE 905 | NEW YORK | NY | 10012 | N/A | PC | FOR THE FAMILY OF WOMAN FILM FESTIVAL | $1,000 | |
| WOODLEY HOUSE INC | ||||||||
| 6856 EASTERN AVENUE NW | WASHINGTON | DC | 20012 | N/A | PC | FOR THE ANNUAL WOODLEY HOUSE MOVIE BENEFIT EVENT | $2,500 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,945,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WGBH EDUCATIONAL FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE GUEST STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | FOR THE MASTERPIECE TRUST | GrantOrContributionPurposeTxt |
| Amt | $75,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $75,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,203,863 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900003 | BusinessCd |
| Unrelated Business Taxbl Incm | $71,835 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,289,640 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|---|---|
| INCOME FROM PARTNERSHIPS | 900000 | $219,834 | |||
| OTHER INCOME | 01 | -$109,140 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $291,669 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,384,363 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,676,032 | 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 | $25,078 | Amt |
| Net Investment Income | $1,055 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,045 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART VIII, LINE 1 | ANDREW EBERHART 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 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 PUBLIC CHARITIES AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 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 (111 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4,445 SHS JOHNSON CTLS INTL PLC (LYRICAL - AWARDS) | $205,566 | $131,794 |
| 1,714 SHS WILLIS TOWERS WATSON PUBLIC LIMITED (LYRICAL - AWARDS) | $187,980 | $260,288 |
| 2,285 SHS BROADCOM LTD. (LYRICAL - AWARDS) | $178,238 | $581,030 |
| 3,243 SHS ADIENT PLC (LYRICAL - AWARDS) | $245,340 | $48,839 |
| 6,246 SHS AFLAC INC (LYRICAL - AWARDS) | $189,731 | $284,568 |
| 1,326 SHS AFFILIATED MANAGERS GROUP (LYRICAL - AWARDS) | $212,919 | $129,205 |
| 1,649 SHS AMERIPRISE FINANCIAL INC (LYRICAL - AWARDS) | $188,438 | $172,106 |
| 1,574 SHS ANTHEM INC. (LYRICAL - AWARDS) | $187,297 | $413,380 |
| 2,737 SHS ARROW ELECTRS INC (LYRICAL - AWARDS) | $202,888 | $188,716 |
| 3,091 SHS CELANESE CORP SERIES A (LYRICAL - AWARDS) | $190,207 | $278,097 |
| 4,686 SHS CROWN HLDGS INC (LYRICAL - AWARDS) | $237,635 | $194,797 |
| 1,873 SHS E O G RES INC (LYRICAL - AWARDS) | $185,512 | $163,344 |
| 7,417 SHS GOODYEAR TIRE & RUBBER CO (LYRICAL - AWARDS) | $183,400 | $151,381 |
| 2,889 SHS HCA HOLDINGS, INC (LYRICAL - AWARDS) | $226,356 | $359,536 |
| 4,140 SHS LINCOLN NATL CORP IND (LYRICAL - AWARDS) | $181,291 | $212,423 |
| 2,872 SHS MICROCHIP TECHNOLOGY INC (LYRICAL - AWARDS) | $210,270 | $206,554 |
| 3,130 SHS NATIONAL OILWELL VARCO INC. (LYRICAL - AWARDS) | $169,715 | $80,441 |
| 7,476 SHS OWENS III INC (LYRICAL - AWARDS) | $178,540 | $128,887 |
| 7,208 SHS QURATE RETAIL GROUP INC (LYRICAL - AWARDS) | $166,915 | $140,700 |
| 2,417 SHS TECH DATA CORP (LYRICAL - AWARDS) | $250,526 | $197,735 |
| 2,276 SHS WESTERN DIGITAL CORP (LYRICAL - AWARDS) | $176,291 | $84,144 |
| 10,985 SHS WESTERN UNION CO (LYRICAL - AWARDS) | $188,453 | $187,405 |
| 1,028 SHS WHIRLPOOL CORP (LYRICAL - AWARDS) | $187,732 | $109,862 |
| 5,626 SHS AECOM TECHNOLOGY CORP (LYRICAL - AWARDS) | $191,768 | $149,089 |
| 2,817 SHS ASSURANT INC (LYRICAL - AWARDS) | $185,480 | $251,952 |
| 3,916 SHS AVIS BUDGET GROUP INC (LYRICAL - AWARDS) | $173,460 | $88,031 |
| 5,994 SHS COMMSCOPE HOLDINGS INC. (LYRICAL - AWARDS) | $188,129 | $98,242 |
| 2,828 SHS HERTZ GLOBAL HOLDINGS INC (LYRICAL - AWARDS) | $133,912 | $38,602 |
| 5,884 SHS N C R CORP NEW (LYRICAL - AWARDS) | $188,102 | $135,803 |
| 3,496 SHS TENNECO INC. (LYRICAL - AWARDS) | $196,764 | $95,755 |
| 4,391 SHS AERCAP HOLDING NV (LYRICAL - AWARDS) | $190,802 | $173,884 |
| 12,884 SHS FLEXTRONICS INTL LTD (LYRICAL - AWARDS) | $211,942 | $98,047 |
| 5,228 SHS SUNCOR ENERGY INC (LYRICAL - AWARDS) | $152,812 | $146,227 |
| 559 SHS ALPHABET INC (BROAD RUN - AWARDS) | $624,788 | $578,906 |
| 5,100 SHS AMERICAN TOWER CORP (BROAD RUN - AWARDS) | $734,179 | $806,769 |
| 1,187 SHS AMETEK INC NEW (BROAD RUN - AWARDS) | $88,590 | $80,360 |
| 8,010 SHS CARMAX INC (BROAD RUN - AWARDS) | $544,166 | $502,467 |
| 957 SHS FACEBOOK INC (BROAD RUN - AWARDS) | $182,925 | $125,453 |
| 617 SHS MARKEL CORP (BROAD RUN - AWARDS) | $700,616 | $640,477 |
| 2,157 SHS O'REILLY AUTOMOTIVE INC (BROAD RUN - AWARDS) | $560,585 | $742,720 |
| 9,979 SHS SCHWAB CHARLES CORP (BROAD RUN - AWARDS) | $531,106 | $414,428 |
| 10,016 SHS TWENTY-FIRST CENTURY FOX INC (BROAD RUN - AWARDS) | $374,655 | $478,564 |
| 6,550 SHS HEXCEL CORP NEW (BROAD RUN - AWARDS) | $428,408 | $375,577 |
| 60 SHS NVR INC (BROAD RUN - AWARDS) | $198,153 | $146,219 |
| 4,706 SHS AMERICAN WOODMARK CORP (BROAD RUN - AWARDS) | $554,721 | $262,030 |
| 38,273 SHS DRIVE SHACK (BROAD RUN - AWARDS) | $208,128 | $150,030 |
| 10,506 SHS ENCORE CAP GROUP INC (BROAD RUN - AWARDS) | $431,857 | $246,891 |
| 3,519 SHS METRO BANK PLC (BROAD RUN - AWARDS) | $152,130 | $75,877 |
| 15,094 SHS ASHTEAD GROUP PLC (BROAD RUN - AWARDS) | $435,441 | $314,692 |
| 12,490 SHS BROOKFIELD ASSET MANAGE (BROAD RUN - AWARDS) | $528,576 | $478,992 |
| 2,358 SHS JOHNSON CTLS INTL PLC (LYRICAL - T&J) | $108,631 | $69,915 |
| 895 SHS WILLIS TOWERS WATSON PUBLIC LIMITED (LYRICAL - T&J) | $98,131 | $135,915 |
| 1,169 SHS BROADCOM LTD. (LYRICAL - T&J) | $91,935 | $297,254 |
| 3,276 SHS AFLAC INC (LYRICAL - T&J) | $99,465 | $149,254 |
| 1,696 SHS ADIENT PLC (LYRICAL - T&J) | $128,813 | $25,542 |
| 881 SHS AMERIPRISE FINANCIAL INC (LYRICAL - T&J) | $97,665 | $91,950 |
| 698 SHS AFFILIATED MANAGERS GROUP INC (LYRICAL - T&J) | $111,746 | $68,013 |
| 817 SHS ANTHEM INC. (LYRICAL - T&J) | $97,411 | $214,569 |
| 1,443 SHS ARROW ELECTRS INC (LYRICAL - T&J) | $106,965 | $99,495 |
| 1,618 SHS CELANESE CORP SERIES A (LYRICAL - T&J) | $99,402 | $145,571 |
| 2,496 SHS CROWN HOLDINGS INC (LYRICAL - T&J) | $126,770 | $103,759 |
| 1,003 SHS E O G RES INC (LYRICAL - T&J) | $94,641 | $87,472 |
| 3,827 SHS GOODYEAR TIRE & RUBBER CO (LYRICAL - T&J) | $94,622 | $78,109 |
| 1,527 SHS HCA HOLDINGS INC (LYRICAL - T&J) | $119,509 | $190,035 |
| 2,183 SHS LINCOLN NATL CORP IND (LYRICAL - T&J) | $95,269 | $112,011 |
| 1,727 SHS NATIONAL OILWELL VARCO INC. (LYRICAL - T&J) | $80,987 | $44,385 |
| 3,781 SHS QURATE RETAIL GROUP INC (LYRICAL - T&J) | $87,594 | $73,805 |
| 4.069 SHS OWENS III INC (LYRICAL - T&J) | $88,041 | $70,149 |
| 1,248 SHS WESTERN DIGITAL CORP (LYRICAL - T&J) | $86,247 | $46,138 |
| 5,733 SHS WESTERN UNION CO (LYRICAL - T&J) | $98,263 | $97,805 |
| 539 SHS WHIRLPOOL CORP (LYRICAL - T&J) | $98,498 | $57,603 |
| 2,966 SHS AECOM TECHNOLOGY CORP (LYRICAL - T&J) | $99,550 | $78,599 |
| 1,465 SHS ASSURANT INC (LYRICAL - T&J) | $96,394 | $131,030 |
| 2,146 SHS AVIS BUDGET GROUP INC (LYRICAL - T&J) | $84,649 | $48,242 |
| 3,153 SHS COMMSCOPE HOLDINGS INC. (LYRICAL - T&J) | $98,608 | $51,678 |
| 1,516 SHS HERTZ GLOBAL HOLDINGS INC (LYRICAL - T&J) | $59,027 | $20,693 |
| 1,524 SHS MICROCHIP TECHNOLOGY INC (LYRICAL - T&J) | $111,605 | $109,606 |
| 3,120 SHS N C R CORP NEW (LYRICAL - T&J) | $97,084 | $72,010 |
| 1,274 SHS TECH DATA CORP (LYRICAL - T&J) | $132,084 | $104,226 |
| 1,835 SHS TENNECO INC. (LYRICAL - T&J) | $101,709 | $50,261 |
| 2,328 SHS AERCAP HOLDING NV (LYRICAL - T&J) | $99,448 | $92,189 |
| 6,774 SHS FLEXTRONICS INTL INC (LYRICAL - T&J) | $110,886 | $51,550 |
| 2,793 SHS SUNCOR ENERGY INC (LYRICAL - T&J) | $83,071 | $78,120 |
| 258 SHS ALPHABET INC (BROAD RUN - T&J) | $286,302 | $267,187 |
| 2,340 SHS AMERICAN TOWER CORP (BROAD RUN - T&J) | $337,911 | $370,165 |
| 545 SHS AMETEK INC NEW (BROAD RUN - T&J) | $40,764 | $36,896 |
| 3,636 SHS CARMAX INC (BROAD RUN - T&J) | $244,282 | $228,086 |
| 358 SHS FACEBOOK INC (BROAD RUN - T&J) | $66,823 | $46,930 |
| 283 SHS MARKEL CORP (BROAD RUN - T&J) | $322,855 | $293,768 |
| 991 SHS O'REILLY AUTOMOTIVE INC (BROAD RUN - T&J) | $254,093 | $341,231 |
| 4,580 SHS SCHWAB CHARLES CORP (BROAD RUN - T&J) | $242,140 | $190,207 |
| 4,598 SHS TWENTY-FIRST CENTURY FOX INC (BROAD RUN - T&J) | $165,588 | $219,692 |
| 3,007 SHS HEXCEL CORP NEW (BROAD RUN - T&J) | $195,410 | $172,421 |
| 28 SHS NVR INC (BROAD RUN - T&J) | $93,080 | $68,237 |
| 2,089 SHS AMERICAN WOODMARK CORP (BROAD RUN - T&J) | $253,338 | $116,315 |
| 20,019 SHS DRIVE SHACK (BROAD RUN - T&J) | $107,589 | $78,474 |
| 4,822 SHS ENCORE CAP GROUP INC (BROAD RUN - T&J) | $199,967 | $113,317 |
| 1,491 SHS METRO BANK PLC (BROAD RUN - T&J) | $64,631 | $32,149 |
| 6,929 SHS ASHTEAD GROUP PLC (BROAD RUN - T&J) | $198,723 | $144,463 |
| 5,485 SHS BROOKFIELD ASSET MANAGE (BROAD RUN - T&J) | $232,915 | $210,349 |
| FOREIGN EQUITIES | $25,979,546 | $26,655,440 |
| VANGUARD ST BOND INDEX FUND - T&J | $2,648,012 | $2,573,421 |
| OAKMARK INCOME AND EQUITY FUND - EXETER | $1,007,980 | $948,027 |
| OAKMARK INCOME AND EQUITY FUND - YALE | $3,574,009 | $3,340,370 |
| VIRTUS SEIX FLOATING RATE HIGH INCOME FUND - AWARDS | $2,000,000 | $1,838,317 |
| VIRTUS SEIX FLOATING RATE HIGH INCOME FUND - T&J | $1,000,000 | $919,158 |
| ISHARES RUSSEL 1000 INDEX - AWARDS | $2,821,132 | $4,060,427 |
| ISHARES RUSSEL 1000 INDEX - T&J | $1,409,458 | $2,028,619 |
| VANGUARD ST BOND INDEX FUND - AWARDS | $5,404,624 | $5,317,006 |
| VANGUARD INTER GOV'T BOND INDEX FUND - AWARDS | $5,406,584 | $5,274,082 |
| VANGUARD INTER GOV'T BOND INDEX FUND - T&J | $2,753,704 | $2,680,141 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $1,299,982 | $1,298,495 | $1,487 | $1,487 |
| FURNITURE & FIXTURES | $340,758 | $318,840 | $21,918 | $21,918 |
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 | $50,469 | LegalFeesAmt |
| Net Investment Income | $12,897 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $34,880 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (23 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARK ST. VI CAP. PRIVATE EQUITY | $771,780 | $744,417 | $341,132 |
| PARK ST. VII CAP. PRIVATE EQUITY | $809,775 | $776,250 | $401,507 |
| PARK ST. VIII CAP. PRIVATE EQUITY | $984,428 | $914,984 | $1,014,034 |
| TUCKER ANTHONY III | $1,052,260 | $1,052,260 | $13,723 |
| TUCKER ANTHONY IV | $859,817 | $0 | $0 |
| PARK STREET NATURAL RESOURCES | $532,163 | $517,417 | $13,788 |
| DAVIDSON KEMPNER | $2,445,000 | $2,445,000 | $4,734,193 |
| STARK ASSET MGMT (SHEPHERD) | $71,099 | $32,227 | $32,431 |
| KENSICO PARTNERS | $848,288 | $848,288 | $4,369,102 |
| COATUE PARTNERS | $400,000 | $400,000 | $2,481,991 |
| CANYON VALUE REALIZATION FUND | $4,750,000 | $5,013,401 | $5,714,395 |
| PARK ST. IX CAP. PRIVATE EQUITY | $1,306,300 | $1,218,700 | $1,188,402 |
| SENATOR GLOBAL OPPORTUNITY OFFSHORE FUND | $2,000,000 | $1,500,000 | $2,236,626 |
| ROYSTONE CAPITAL OFFSHORE FUND | $3,500,000 | $3,500,000 | $3,520,266 |
| CERES FARMS, LLC | $5,700,000 | $5,700,000 | $6,394,901 |
| DL PARTNERS OPPORTUNITIES FUND | $3,000,000 | $3,000,000 | $2,575,899 |
| ITE RAIL FUND | $2,088,063 | $2,500,000 | $2,627,610 |
| HARVEST MLP INCOME FUND | $1,400,000 | $1,400,000 | $1,275,680 |
| RIVERNORTH INSTITUTIONAL PARTNERS | $2,600,000 | $2,600,000 | $2,833,709 |
| MASON CAPITAL, LTD. | $14,564 | $0 | $0 |
| HOLLYPORT SECONDARY OPPS VI | $450,158 | $1,800,158 | $2,885,408 |
| KLINE HILL OFFSHORE II | $468,521 | $559,884 | |
| SAMLYN OFFSHORE | $0 | $2,000,000 | $1,907,959 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $15,996 | $800 | $15,196 |
| MISC OFFICE | $5,353 | $268 | $5,085 |
| OFFICE SUPPLIES | $4,893 | $245 | $4,648 |
| DUES & SUBSCRIPTIONS | $325 | $16 | $309 |
| POSTAGE & MESSENGER EXPENSES | $10,369 | $518 | $9,851 |
| PHONE/FAX | $11,427 | $571 | $10,856 |
| FLOWTHROUGH FROM PARTNERSHIPS | $0 | $394,733 | $0 |
| EQUIPMENT & FURNITURE MAINTENANCE | $92,514 | $4,626 | $87,888 |
| DISPOSAL OF FIXED ASSET | $825 | $41 | $0 |
| RESEARCH EXPENSES | $5,430 | $0 | $5,430 |
| DIRECT HEINZ AWARDS EXPENSES | $535,653 | $0 | $535,653 |
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 | $219,834 | $0 | $219,834 |
| OTHER INCOME | -$109,140 | -$109,140 | -$109,140 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR GRANTS PAYABLE | Desc |
| Amt | $676,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY LIABILITIES | Desc |
| BOY Book Value | $4,450,669 | BOYBookValueAmt |
| EOY Book Value | $4,597,336 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $283,210 | $288,535 | $0 |
| INVESTMENT CONSULTING | $20,000 | $20,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX - FLOWTHROUGH FROM PARTNERSHIPS | $0 | $34,540 | $0 |
| FEDERAL INCOME TAX | $31,055 | $0 | $0 |