JAMES AND NANCY HEINZ FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JAMES AND NANCY HEINZ FAMILY FOUNDATION (EIN 36-4486644)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-06-27
IRS object ID
202421799349101002
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-06-27T11:32:31-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN651164012PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NDH ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1303 W MADISON STAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364486644EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES & NANCY HEINZ FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone3122242400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1316 NEPTUNES BIGHTAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES F HEINZPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3122242400PhoneNum
Signature2024-06-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMESPersonFirstNm
Person LastHEINZPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJUSTIN SHELMANPreparerPersonNm
PTINP01285183PTIN
Phone3124610876PhoneNum
Preparation2024-06-26PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$176,842FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$5,339InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,339InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$50NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$204,661GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,289TotalRevAndExpnssAmt
Total Net Invst Incm$5,339TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$7,231OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,204OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,027OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$15OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$15OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,246TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,204TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,042TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$43,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$43,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$50,746TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,204TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$44,542TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$45,457ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,651CashBOYAmt
Cash EOY$41,216CashEOYAmt
Cash EOYFMV$41,216CashEOYFMVAmt
US Government Obligations BOY$208,034USGovernmentObligationsBOYAmt
US Government Obligations EOY$135,626USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$135,626USGovtObligationsEOYFMVAmt
Total Assets BOY$219,685TotalAssetsBOYAmt
Total Assets EOY$176,842TotalAssetsEOYAmt
Total Assets EOYFMV$176,842TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$993,022AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$993,022AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$773,337RetainedEarningBOYAmt
Retained Earning EOY-$816,180RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$219,685TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$176,842TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$219,685TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$176,842TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$219,685TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$45,457ExcessRevenueOverExpensesAmt
Other Increases$2,614OtherIncreasesAmt
Subtotal$176,842SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$176,842TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
180,000.00 PAR US TREASURY NOTEP2023-01-012023-10-02$180,000$180,000$0$0
25,000.00 PAR US TREASURY NOTEP2022-09-192023-02-08$24,661$24,711-$50-$50
FieldValueIRS element (for citing)
Capital Gain Net Income-$50CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJAMES F NANCY D HEINZ JRIndividualWithBooksNm
Phone3122242400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1801 W ADAMS STREET 500AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP606073013ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES F HEINZ
316 NEPTUNES BIGHTNAPLESFL34103PRESIDENT0.00$0$0$0
NANCY D HEINZ
316 NEPTUNES BIGHTNAPLESFL34103VICE PRESIDENT0.00$0$0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$144,550AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,169AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$187,719TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$187,719AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,816CashDeemedCharitableAmt
Net Vl Noncharitable Assets$184,903NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,245MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,245MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$9,245DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$9,245DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$9,245DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$44,542ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$44,542QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,245DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$14,886ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$31,988ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$33,970ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11,276ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$12,136ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$104,256TotalExcessDistributionCyovAmt
Qualifying Distributions$44,542QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,245AppliedToCurrentYearAmt
Remaining Distri From Corpus$35,297RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$139,553TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$14,886ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$124,667ExcessDistriCyovToNextYrAmt
Excess From Year4$31,988ExcessFromYear4Amt
Excess From Year3$33,970ExcessFromYear3Amt
Excess From Year2$11,276ExcessFromYear2Amt
Excess From Year1$12,136ExcessFromYear1Amt
Excess From Current Year$35,297ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJAMES HEINZRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1316 NEPTUNES BIGHTAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3124610876RecipientPhoneNum
Form And Info And MaterialsNO PARTICULAR FORM IS REQUIRED. A LETTER IS SUFFICIENT.FormAndInfoAndMaterialsTxt
Submission DeadlinesNO DEADLINE EXISTS.SubmissionDeadlinesTxt
Restrictions On AwardsTHE ORGANIZATION MUST BE QUALIFIED UNDER IRC SEC 170(C).RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NAVY SEAL FOUNDATION
1619 D ST BLDG 5326VIRGINIA BEACHVA23459NONE501(C)(3)TO HELP RETIRED VETERANS WITH CHALLENGES IN THEIR NEXT CAREER PATHS$10,000
STARABILITY FOUNDATION
5125 CASTELLO DRNAPLESFL34103NONE501(C)(3)STARABILITY FOUNDATION'S MISSION IS TO TRANSFORM THE LIVES OF INDIVIDUALS WITH DISABILITIES THROUGH SOCIAL, VOCATIONAL AND EDUCATIONAL CONNECTIONS$25,000
BREAKTHROUGH T1D (FKA JDRF)
200 VESEY STREET 28TH FLNEW YORKNY01281NONE501(C)(3)WE ARE CREATING A MOVEMENT TO IMPROVE AND CHANGE LIFE WITH TYPE 1 DIABETES, ADVANCING BREAKTHROUGHS ON THE WAY TO CURE THE CONDITION. WE CONNECT THE BRIGHTEST MINDS TO HELP ADVANCE TREATMENTS, INFLUENCE POLICY, AND IMPROVE ACCESS TO CARE FOR THOSE ALL OVER THE WORLD WHO NEED IT.$2,000
WATER SAFETY PATROL
451 OUTING STWILLIAMS BAYWI53191NONE501(C)(3)ITS MISSION IS TO KEEP GENEVA LAKE SAFE AND ENJOYABLE FOR ALL.$500
TUNNEL TO TOWERS
2361 HYLAN BLVDSTATEN ISLANDNY10306NONE501(C)(3)SINCE 9/11, WE HAVE BEEN HELPING AMERICA'S HEROS BY PROVIDING MORTGAGE-FREE HOMES TO GOLD STAR AND FALLEN FIRST RESPONDER FAMILIES WITH YOUNG CHILDREN AND BY BUILDING SPECIALLY-ADAPTED SMART HOMES FOR CATASTROPHICALLY INJURED VETERANS AND FIRST RESPONDERS. WE ARE ALSO COMMITTED TO ERADICATING VETERAN HOMELESSNESS AND HELPING AMERICA TO NEVER FORGET SEPTEMBER 11, 2001.$250
LAKE GENEVA COUNTRY CLUB FOUNDATION
W3398 S LAKE SHORE DRLAKE GENEVAWI53147NONE501(C)(3)PROVIDES YEARLY SCHOLARSHIPS AND FINANCIAL SUPPORT TO ASSIST THE LAKE GENEVA COUNTRY CLUB STAFF, THEIR FAMILY MEMBERS, AND OTHER SUITABLE RECIPIENTS IN FURTHERING THEIR EDUCATION.$5,000
WOUNDED WARRIOR PROJECT
230 W MONROE ST SUITE 200CHICAGOIL60606NONE501(C)(3)WOUNDED WARRIOR PROJECT BEGAN IN 2003 AS A SMALL, GRASSROOTS EFFORT PROVIDING SIMPLE CARE AND COMFORT ITEMS TO THE HOSPITAL BEDSIDES OF HTE FIRST WOUNDED SERVICE MEMBERS RETURNING HOME FROM THE CONFLICTS IN IRAQ AND AFGHANISTAN. AS THEIR POST-SERVICE NEEDS EVOLVED, SO HAVE OUR PROGRAMS AND SERVICES. TODAY, THROUGH OUR DIRECT PROGRAMS IN MENTAL HEALTH, CAREER COUNSELING, AND LONG-TERM REHABILITATIVE CARE, ALONG WITH OUR ADVOCACY EFFORTS, WE IMPROVE THE LIVES OF MILLIONS OF WARRIORS AND THEIR FAMILIES.$250
WOMEN'S FOUNDATION OF COLLIER COUNTY
1110 PINE RIDGE RD STE 200NAPLESFL34108NONE501(C)(3)TO BE A CATALYST FOR CHANGE IN THE LIVES OF WOMEN AND GIRLS IN COLLIER COUNTY THROUGH GRANTMAKING, ADVOCACY, AND EDUCATION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$43,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,339ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$50ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,289ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,289TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES AND NANCY HEINZBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1316 NEPTUNES BIGHTAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd
FieldValueIRS element (for citing)
Total Contributions$43,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$135,626USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$135,626USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSECRETARY OF STATE FEEDesc
Revenue And Expenses Per Books$15RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$15DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINS OR LOSSES ON INVESTMENTSDesc
Amt$2,614Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$381$381$0
LEGAL AND PROFESSIONAL FEES$6,850$5,823$1,027

Comments

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