HEINZ FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HEINZ FAMILY FOUNDATION (EIN 25-1689382)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202413199349100826
- 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
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T09:05:16-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 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 | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH R PIOT | PreparerPersonNm |
| PTIN | P01358891 | PTIN |
| Phone | 4122613644 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $125,099,864 | 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 | $861,758 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,020,906 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,939,420 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,360,147 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $530,615 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $837 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $60,375 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,802,015 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,611,896 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,370 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $719 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,651 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,094 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,387 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $26,344 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $605,404 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $607,877 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $116,624 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,122 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $63,692 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,304 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $315 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $24,315 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,216 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,099 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,084 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $54 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,030 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,956,843 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $339,942 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,954,589 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,646,536 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,131,826 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,018,713 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,479,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,739,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,126,036 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,131,826 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,758,213 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,324,021 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,480,070 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,771 | CashBOYAmt |
| Cash EOY | $61,502 | CashEOYAmt |
| Cash EOYFMV | $61,502 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,254,525 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,581,658 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,581,658 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $27,583,319 | CorporateStockBOYAmt |
| Corporate Stock EOY | $28,533,319 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $28,253,837 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,599,254 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,596,344 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $9,214 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $2,910 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $2,910 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $49,377,190 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $40,400,900 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $48,859,135 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $36,981,470 | OtherAssetsBOYAmt |
| Other Assets EOY | $35,186,968 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $41,340,822 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $115,232,489 | TotalAssetsBOYAmt |
| Total Assets EOY | $110,767,257 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $125,099,864 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $175,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $225,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $4,658,737 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,517,526 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,833,737 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,742,526 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $32,361,618 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $30,933,650 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $78,037,134 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $75,091,081 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $110,398,752 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $106,024,731 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $115,232,489 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $110,767,257 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $110,398,752 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,324,021 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $106,074,731 | SubtotalAmt |
| Other Decreases | $50,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $106,024,731 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $8,876,237 | $8,818,718 | $57,519 | $57,519 | |
| FLOWTHROUGH FROM PARTNERSHIPS | $483,910 | $483,910 | $483,910 | P | |
| AGENCY FUNDS - REALIZED LOSS | $10,814 | -$10,814 | -$10,814 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $530,615 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,573 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,573 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,573 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $80,508 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $80,508 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $59,935 | OverpaymentAmt |
| Applied To ES Tax | $59,935 | 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 (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MCCALL CRAVENS | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | CHIEF INVESTMENT OFFICER | 8.00 | $0 | $0 | $0 |
| MICHELE BATTLE | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | TREASURER | 4.00 | $0 | $0 | $0 |
| WENDY MACKENZIE | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | SECRETARY AND TERM DIRECTOR | 1.00 | $0 | $0 | $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 |
| ALISON BYERS | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | TERM DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELISSA BROWN | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | TERM DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 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 | PERSONAL SERVICES AGREEMENT | $1,536,624 |
| BURNESS COMMUNICATIONS | |||||
| 7910 WOODMONT AVENUE SUITE 700 | BETHESDA | MD | 208147034 | HEINZ AWARDS PUBLIC RELATIONS CONSULTING | $140,265 |
| 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 THE ARTS, ECONOMY, AND ENVIRONMENT. DURING 2023, SIX GRANTS WERE MADE TO INDIVIDUALS OR CHARITABLE ORGANIZATIONS AS DETAILED ON PART XIV.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 | $2,464,125 | 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 | $26,061,236 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,589,086 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $89,987,483 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $120,637,805 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $120,637,805 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,809,567 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $118,828,238 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,941,412 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,941,412 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,573 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $5,774 | IncomeTaxAmt |
| Total Tax | $26,347 | TotalTaxAmt |
| Distributable Before Adj | $5,915,065 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,915,065 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,915,065 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,758,213 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,758,213 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,915,065 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,954,245 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,758,213 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,954,245 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,803,968 | 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 | $4,111,097 | 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 (107 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| COLETTE PICHON BATTLE | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | N/A | I | 2023 HEINZ AWARD WINNER - ENVIRONMENT | $250,000 | |
| KATHRYN FINNEY | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | N/A | I | 2023 HEINZ AWARD WINNER - ECONOMY | $250,000 | |
| KEVIN BEASLEY | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | N/A | I | 2023 HEINZ AWARD WINNER - ARTS | $250,000 | |
| NICOLE HORSEHERDER | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | N/A | I | 2023 HEINZ AWARD WINNER - ENVIRONMENT | $250,000 | |
| ROBERTO LUGO | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | N/A | I | 2023 HEINZ AWARD WINNER - ARTS | $250,000 | |
| SOUL FIRE FARM INSTITUTE | ||||||||
| 1972 NY-2 | PETERSBURG | NY | 12138 | N/A | PC | DESIGNATED PAYMENT BY LEAH PENNIMAN, 2023 HEINZ AWARD WINNER - ECONOMY | $250,000 | |
| PHILLIPS EXETER ACADEMY | ||||||||
| 20 MAIN STREET | EXETER | NH | 038332460 | N/A | PC | SCHOLARSHIPS FOR THE 2023-24 ACADEMIC YEAR | $58,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | UNDERGRADUATE SCHOLARSHIPS FOR THE 2023-24 ACADEMIC YEAR | $202,000 | |
| AARK WILDLIFE REHABILITATION AND EDUCATION CENTER | ||||||||
| 1531 UPPER STUMP ROAD | CHALFONT | PA | 18914 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| THE ADVOCATES FOR SURVIVORS OF DOMESTIC VIOLENCE | ||||||||
| 211 SOUTH RIVER STREET PO BOX 3216 | HAILEY | ID | 83333 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $2,500 | |
| AMERICAN ACADEMY OF ARTS AND SCIENCES | ||||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 02138 | N/A | PC | FOR THE ANNUAL FUND | $5,000 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| ARTS FOR THE AGING INC | ||||||||
| 15800 CRABBS BRANCH WAY SUITE 300 | ROCKVILLE | MD | 20855 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $15,000 | |
| ASSOCIATION FOR RESCUE AT SEA | ||||||||
| 125 BROAD STREET 18TH FLOOR | FISH CREEK | WI | 54212 | N/A | PC | FOR THE ICELANDIC ASSOCIATION FOR SEARCH AND RESCUE | $10,000 | |
| BALD MOUNTAIN RESCUE FUND | ||||||||
| PO BOX 370 | KETCHUM | ID | 83340 | N/A | PC | FOR SUPPORT IN HONOR OF VINCE BAERTSCHI | $25,000 | |
| BALD MOUNTAIN RESCUE FUND | ||||||||
| PO BOX 370 | KETCHUM | ID | 83340 | N/A | PC | FOR SUPPORT IN HONOR OF VINCE BAERTSCHI | $25,000 | |
| THE BARACK OBAMA FOUNDATION | ||||||||
| PO BOX 779056 | CHICAGO | IL | 60677 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $250,000 | |
| BLAINE COUNTY HUNGER COALITION INC | ||||||||
| 110 HONEYSUCKLE STREET | BELLEVUE | ID | 83313 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $2,500 | |
| BLAINE COUNTY RECREATION DISTRICT | ||||||||
| 1050 FOX ACRES ROAD 107 | HAILEY | ID | 83333 | N/A | GOV | FOR THE GALENA LODGE | $50,000 | |
| BLAINE COUNTY RECREATION DISTRICT | ||||||||
| 1050 FOX ACRES ROAD 107 | HAILEY | ID | 83333 | N/A | GOV | FOR THE GALENA LODGE | $50,000 | |
| THE BREAST CANCER RESEARCH FOUNDATION INC | ||||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | N/A | PC | FOR THE BOSTON HOT PINK PARTY | $10,000 | |
| BRIGID ALLIANCE | ||||||||
| PO BOX 58 | NEW YORK | NY | 10024 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| BROOKINGS INSTITUTION | ||||||||
| 1775 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| CARNEGIE INSTITUTE | ||||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 15213 | N/A | PC | FOR THE 2023 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 TRUSTEE ANNUAL FUND | $25,000 | |
| CATHOLIC YOUTH ASSOCIATION OF PITTSBURGH INC | ||||||||
| 286 MAIN STREET | PITTSBURGH | PA | 15201 | N/A | PC | FOR THE 50TH ANNUAL ART ROONEY AWARD DINNER AND AUCTION | $2,000 | |
| CENTER FOR NEW AMERICAN SECURITY INC | ||||||||
| 1152 15TH STREET NW SUITE 950 | WASHINGTON | DC | 20005 | N/A | PC | FOR THE CAPITAL CAMPAIGN | $125,000 | |
| CHURCH BY THE SEA | ||||||||
| 2700 MAYAN DRIVE | FT LAUDERDALE | FL | 33316 | N/A | PC | FOR THE NORTHERN ABACOS RELIEF AND REBUILD FUND | $25,000 | |
| CLEAR THOUGHTS FOUNDATION | ||||||||
| 3000 VILLAGE RUN ROAD UNIT 103 225 | PITTSBURGH | PA | 15090 | N/A | PC | FOR THE 2023 ROLL FOR A REASON GALA | $15,000 | |
| COMMUNITY FOUNDATION OF GREATER JOHNSTOWN | ||||||||
| 216 FRANKLIN ST SUITE 400 | JOHNSTOWN | PA | 15901 | N/A | PC | FOR THE PITTSBURGH CLIMATE FUNDERS CONFERENCE | $30,000 | |
| COMMUNITY LIBRARY ASSOCIATION INC KETCHUM SUN VALLEY & TRIUMPH | ||||||||
| 415 SPRUCE AVENUE N PO BOX 2168 | KETCHUM | ID | 83340 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| COMMUNITY LIBRARY ASSOCIATION INC KETCHUM SUN VALLEY & TRIUMPH | ||||||||
| 415 SPRUCE AVENUE N PO BOX 2168 | KETCHUM | ID | 83340 | N/A | PC | FOR SUPPORT OF THE LIBRARYS PROGRAMMING AND CORE COLLECTIONS FOR THE CHILDRENS LIBRARY | $25,000 | |
| COUNCIL ON FOREIGN RELATIONS | ||||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | PC | FOR THE ANNUAL FUND | $10,000 | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| EAST SIDE HOUSE SETTLEMENT | ||||||||
| 337 ALEXANDER AVENUE | BRONX | NY | 10454 | N/A | PC | FOR THE WINTER ANTIQUES SHOW | $2,500 | |
| ENGAGE NEPAL | ||||||||
| 5022 GRAND BEECH CT | HAYMARKET | VA | 20169 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $125,000 | |
| FLOURISH FOUNDATION | ||||||||
| PO BOX 2429 | KETCHUM | ID | 83340 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| THE FRED ROGERS COMPANY | ||||||||
| 424 S 27TH STREET SUITE 301 | PITTSBURGH | PA | 15203 | N/A | PC | FOR ALMA'S WAY | $100,000 | |
| FUND FOR PARKS AND RECREATION IN BOSTON | ||||||||
| 1010 MASSACHUSETTS AVENUE 3RD FLOOR | BOSTON | MA | 02118 | N/A | PC | FOR THE BOSTON COMMON HOLIDAY DISPLAY CAMPAIGN | $2,500 | |
| GLOBAL LINKS | ||||||||
| 700 TRUMBULL DRIVE | PITTSBURGH | PA | 15205 | N/A | PC | FOR THE DOMESTIC MEDICAL AID COMMUNITY PARTNERS PROGRAM | $15,000 | |
| HARLEM CHILDREN'S ZONE | ||||||||
| 35 EAST 125TH STREET 6TH FLOOR | NEW YORK | NY | 10035 | N/A | PC | FOR THE ANNUAL BENEFIT DINNER HONORING SAM REEVES | $5,000 | |
| HEARTH INC | ||||||||
| 1640 WASHINGTON STREET | BOSTON | MA | 02118 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| HIGHER GROUND SUN VALLEY INC | ||||||||
| P O BOX 6791 160 7TH STREET W | KETCHUM | ID | 83340 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $15,000 | |
| HOLT-ELWELL MEMORIAL FOUNDATION | ||||||||
| PO BOX 9 | HEBRON | NH | 03241 | N/A | PC | FOR CAMP MOWGLIS | $2,500 | |
| HOLT-ELWELL MEMORIAL FOUNDATION | ||||||||
| PO BOX 9 | HEBRON | NH | 03241 | N/A | PC | FOR THE CAMP MOWGLIS SCHOLARSHIP ENDOWMENT FUND | $29,000 | |
| IDAHO CONSERVATION LEAGUE | ||||||||
| PO BOX 844 | BOISE | ID | 83701 | N/A | PC | FOR THE WILDLIFE PROGRAM | $30,000 | |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | ||||||||
| 3600 WILSHIRE BLVD SUITE 1810 | LOS ANGELES | CA | 90010 | N/A | PC | FOR THE MEDIHA FILM (ID: 5146) | $5,000 | |
| JEWISH HEALTHCARE FOUNDATION OF PITTSBURGH | ||||||||
| 625 LIBERTY AVENUE SUITE 2500 | PITTSBURGH | PA | 15222 | N/A | PC | FOR THE WOMEN AS THEY AGE: ADDRESSING THE NEXT INEQUITY FRONTIER PROGRAM | $15,000 | |
| KHAN ACADEMY INC | ||||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | N/A | PC | FOR THE KHANMINGO AI POWERED TUTOR PROGRAM | $125,000 | |
| 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 | |
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | N/A | PC | FOR THE LYMPHEDEMA IN WOMEN WITH BREAST CANCER STUDY | $330,000 | |
| MULE DEER FOUNDATION | ||||||||
| PO BOX 1688 | HAILEY | ID | 83333 | N/A | PC | FOR THE WOOD RIVER CHAPTER | $5,000 | |
| MULTIPLYING GOOD INC | ||||||||
| 348 WEST 57TH STREET SUITE 115 | NEW YORK | NY | 10019 | N/A | PC | FOR THE 51ST ANNUAL JEFFERSON AWARDS | $25,000 | |
| NANTUCKET CONSERVATION FOUNDATION INC | ||||||||
| PO BOX 13 | NANTUCKET | MA | 02554 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $1,500 | |
| NANTUCKET HISTORICAL ASSOCIATION | ||||||||
| PO BOX 1016 | NANTUCKET | MA | 02554 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $1,000 | |
| NATIONAL DANCE INSTITUTE INC | ||||||||
| 217 WEST 147TH STREET | NEW YORK | NY | 10039 | N/A | PC | FOR THE 2023 ANNUAL GALA | $25,000 | |
| NATIONAL FOREST FOUNDATION | ||||||||
| BLDG 27 SUITE 3 FORT MISSOULA ROAD | MISSOULA | MT | 59804 | N/A | PC | FOR THE SAWTOOTH FOREST RIVERS TO PEAKS TREASURED LANDSCAPE SITE | $50,000 | |
| NATIONAL GALLERY OF ART | ||||||||
| 6TH CONSTITUTION | WASHINGTON | DC | 20565 | N/A | PC | FOR THE ANNUAL CIRCLE FUND | $10,000 | |
| NATIONAL LINKS TRUST | ||||||||
| 331 7TH STREET NE | WASHINGTON | DC | 20002 | N/A | PC | FOR THE JACK VARDAMAN WORKFORCE DEVELOPMENT PROGRAM | $50,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL INC | ||||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| NAVY SEAL FOUNDATION INC | ||||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | N/A | PC | FOR THE MARCH 2024 NEW YORK CITY EVENT | $25,000 | |
| NAVY SEAL FOUNDATION INC | ||||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | N/A | PC | FOR THE MARCH 2024 NEW YORK CITY EVENT | $25,000 | |
| NEW YORK RESTORATION PROJECT | ||||||||
| 254 WEST 31ST STREET 10TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | FOR THE ANNUAL HULAWEEN EVENT | $5,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | PC | FOR THE ACTION FUND | $25,000 | |
| PLANNED PARENTHOOD KEYSTONE | ||||||||
| 610 LOUIS DRIVE SUITE 300 | WARMINSTER | PA | 18974 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| PO BOX 415649 | BOSTON | MA | 02241 | N/A | PC | FOR THE MBA CLASS OF 2001 NATIONAL DEFENSE FELLOWSHIP | $10,000 | |
| REPRESENT US EDUCATION FUND | ||||||||
| PO BOX 60008 | FLORENCE | MA | 01062 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| RODALE INSTITUTE | ||||||||
| 611 SIEGFRIEDALE ROAD | KUTZTOWN | PA | 19530 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| ROLLING HARVEST FOOD RESCUE | ||||||||
| PO BOX 693 | NEW HOPE | PA | 18938 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| ROSIE'S PLACE | ||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PC | FOR THE "FUNNY WOMEN... SERIOUS BUSINESS" EVENT | $5,000 | |
| SEED GLOBAL HEALTH | ||||||||
| 20 ASHBURTON PLACE 6TH FLOOR | BOSTON | MA | 02108 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| SEVERN SCHOOL | ||||||||
| 116 MAPLE AVENUE | SEVERNA PARK | MD | 21146 | N/A | PC | FOR THE VAN ENEY 09 FELLOWS PROGRAM | $25,000 | |
| SILENT SPRING INSTITUTE | ||||||||
| 320 NEVADA STREET SUITE 320 | NEWTON | MA | 02460 | N/A | PC | FOR THE ANNUAL GALA | $25,000 | |
| SIMMONS UNIVERSITY | ||||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | N/A | PC | FOR THE NUTRITION DEPARTMENT | $25,000 | |
| SMALL FRIENDS ON NANTUCKET INC | ||||||||
| PO BOX 2826 | NANTUCKET | MA | 02584 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $500 | |
| ST PAUL'S SCHOOL | ||||||||
| 325 PLEASANT STREET | CONCORD | NH | 03301 | N/A | PC | FOR THE PARENTS ANNUAL FUND | $5,000 | |
| ST THOMAS EPISCOPAL CHURCH | ||||||||
| PO BOX 1070 | SUN VALLEY | ID | 83353 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $20,000 | |
| STORYMAKERS NYC INC | ||||||||
| 61 GRAMERCY PARK N 7TH FLOOR | NEW YORK CITY | NY | 10010 | N/A | PC | FOR STORYMAKERS NYC | $12,500 | |
| SUN VALLEY COMMUNITY SCHOOL INC | ||||||||
| PO BOX 2118 | SUN VALLEY | ID | 83353 | N/A | PC | FOR THE 50TH ANNIVERSARY | $50,000 | |
| SUN VALLEY INSTITUTE FOR RESILIENCE INC | ||||||||
| PO BOX 3537 | HAILEY | ID | 83333 | N/A | PC | FOR THE IMPACT IDAHO FUND | $50,000 | |
| SUN VALLEY MUSEUM OF ART | ||||||||
| PO BOX 656 | SUN VALLEY | ID | 83353 | N/A | PC | FOR THE SUN VALLEY WINE AUCTION | $10,000 | |
| SUN VALLEY MUSIC FESTIVAL | ||||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | N/A | PC | FOR THE 2023 ASSOCIATE CONDUCTOR POSITION | $30,000 | |
| SUN VALLEY MUSIC FESTIVAL | ||||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $30,000 | |
| SUN VALLEY MUSIC FESTIVAL | ||||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | N/A | PC | FOR THE 2024 ASSOCIATE CONDUCTOR POSITION | $30,000 | |
| SUN VALLEY SKI EDUCATION FOUNDATION | ||||||||
| PO BOX 203 | SUN VALLEY | ID | 83353 | N/A | PC | FOR ALPINE RESTRICTED (HALEY CUTLER) | $5,000 | |
| SUN VALLEY SKI EDUCATION FOUNDATION | ||||||||
| PO BOX 203 | SUN VALLEY | ID | 83353 | N/A | PC | FOR THE ROTARUN AFTERSCHOOL PROGRAMMING FOR DISADVANTAGED KIDS | $35,000 | |
| SUN VALLEY SKI EDUCATION FOUNDATION | ||||||||
| PO BOX 203 | SUN VALLEY | ID | 83353 | N/A | PC | FOR THE ROTARUN SNOWGUN CAPITAL CAMPAIGN | $28,000 | |
| SUN VALLEY SKI EDUCATION FOUNDATION | ||||||||
| PO BOX 203 | SUN VALLEY | ID | 83353 | N/A | PC | FOR ALPINE RESTRICTED (HALEY CUTLER) | $5,000 | |
| SUN VALLEY SKI EDUCATION FOUNDATION | ||||||||
| PO BOX 203 | SUN VALLEY | ID | 83353 | N/A | PC | FOR THE ROTARUN SKI AREA | $50,000 | |
| SUN VALLEY WRITERS' CONFERENCE | ||||||||
| P O BOX 957 | KETCHUM | ID | 83340 | N/A | PC | FOR THE 2024 WRITERS' CONFERENCE | $20,000 | |
| TED FOUNDATION INC | ||||||||
| 330 HUDSON STREET FLOOR 11 | NEW YORK | NY | 10013 | N/A | POF | FOR THE TED FELLOWS PROGRAM | $50,000 | |
| THORN | ||||||||
| 222 PACIFIC COAST HIGHWAY 10TH | EL SEGUNDO | CA | 90245 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $20,000 | FLOOR |
| THRESHOLD DANCE PROJECT | ||||||||
| 400 WEST 43RD STREET SUITE 43E | NEW YORK | NY | 10036 | N/A | PC | FOR THE ANNUAL TABLE OF SILENCE PROJECT 9/11 | $15,000 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 1 COLLEGE HALL ROOM 100 | PHILADELPHIA | PA | 191046380 | N/A | PC | FOR SUPPORT OF THE RESEARCH OF DR. JAMES PAWELSKI | $100,000 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 1 COLLEGE HALL ROOM 100 | PHILADELPHIA | PA | 191046380 | N/A | PC | FOR THE POSITIVE PSYCHOLOGY CENTER TO SUPPORT ACTIVITIES RELATED TO THE ADVANCEMENT OF POSITIVE PSYCHOLOGY | $25,000 | |
| UNITE FOR HER | ||||||||
| 127 EAST CHESTNUT STREET | WEST CHESTER | PA | 19380 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| UNITED STATES SKI ASSOCIATION | ||||||||
| PO BOX 100 | PARK CITY | UT | 84060 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| UNITED STATES SKI ASSOCIATION | ||||||||
| PO BOX 100 | PARK CITY | UT | 84060 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| UNIVERSITY OF MINNESOTA FOUNDATION | ||||||||
| 200 OAK STREET SE SUITE 500 | MINNEAPOLIS | MN | 55455 | N/A | PC | FOR THE RURAL HEALTH RESEARCH CENTER | $50,000 | |
| WOODLEY HOUSE INC | ||||||||
| 3000 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20008 | N/A | PC | FOR THE ANNUAL WOODLEY HOUSE MOVIE BENEFIT EVENT | $2,500 | 108 |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVENUE NW 7TH | WASHINGTON | DC | 20001 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | FLOOR |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVENUE NW 7TH | WASHINGTON | DC | 20001 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | FLOOR |
| YALE UNIVERSITY | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| YALE UNIVERSITY | ||||||||
| 195 PROSPECT STREET | NEW HAVEN | CT | 06511 | N/A | PC | FOR YALE ENVIRONMENT 360 | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,739,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KHAN ACADEMY INC | |||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | N/A | PC | FOR THE KHANMINGO AI POWERED TUTOR PROGRAM | $125,000 |
| NATIONAL LINKS TRUST | |||||||
| 331 7TH STREET NE | WASHINGTON | DC | 20002 | N/A | PC | FOR THE JACK VARDAMAN WORKFORCE DEVELOPMENT PROGRAM | $50,000 |
| SUN VALLEY INSTITUTE FOR RESILIENCE INC | |||||||
| PO BOX 3537 | HAILEY | ID | 83333 | N/A | PC | FOR THE IMPACT IDAHO FUND | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $225,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $861,758 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900003 | BusinessCd |
| Unrelated Business Taxbl Incm | $43,816 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,895,604 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| ExclusionExclusionCd | ExclusionExclusionAmt | DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|
| 01 | $10,741 | ||
| INCOME FROM PARTNERSHIPS | -$9,904 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $33,912 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,768,103 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,802,015 | 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 | $30,094 | Amt |
| Net Investment Income | $1,387 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,344 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART XV, LINE 2 | THE HEINZ FAMILY FOUNDATION DOES NOT CONSIDER UNSOLICITED REQUESTS FOR GRANTS. THE HEINZ FAMILY FOUNDATION MAKES GRANTS ONLY TO PRIOR SELECTED ORGANIZATIONS THAT ARE QUALIFIED GRANT RECIPIENTS. THE HEINZ FAMILY FOUNDATION IS NOT PERMITTED BY THE U.S. GOVERNMENT TAX LAWS TO MAKE GRANTS TO INDIVIDUALS OR ORGANIZATIONS UNLESS THEY ARE A QUALIFIED 501(C)(3) PUBLIC CHARITY IN THE UNITED STATES, WITH THE EXCEPTION OF THE HEINZ AWARD WINNERS. THE HEINZ AWARDS ARE GRANTED IN ACCORDANCE WITH IRC SECTION 4945(G) ON AN OBJECTIVE AND NONDISCRIMINATORY BASIS PURSUANT TO A PROCEDURE APPROVED IN ADVANCE BY THE INTERNAL REVENUE SERVICE. |
| FORM 990-PF, PART VIII, LINE 1 | PER SECTION 2.01 OF THE HEINZ FAMILY FOUNDATION BYLAWS, THE DUTIES AND RESPONSIBILITIES OF THE TERM DIRECTORS SHALL BE LIMITED TO ISSUES RELATED TO THE HEINZ AWARDS PROGRAM. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ECAM PARTNERS - AWARDS | $5,000,000 | $5,613,005 |
| ECAM PARTNERS - T&J | $2,000,000 | $2,245,202 |
| ISHARES MSCI ACWI EX US ETF - AWARDS | $2,415,072 | $2,737,428 |
| ISHARES MSCI ACWI EX US ETF - T&J | $553,378 | $638,102 |
| ISHARES MSCI CHINA ETF - AWARDS | $1,993,939 | $1,303,680 |
| ISHARES MSCI CHINA ETF - T&J | $996,970 | $651,840 |
| ISHARES RUSSELL 1000 INDEX - AWARDS | $3,072,381 | $4,153,149 |
| ISHARES RUSSELL 1000 INDEX - T&J | $733,038 | $975,607 |
| SCHRODER CORE BOND FUND - AWARDS | $8,345,839 | $7,063,726 |
| SCHRODER CORE BOND FUND - T&J | $3,422,702 | $2,872,098 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $1,299,981 | $1,299,981 | $0 | $0 |
| FURNITURE & FIXTURES | $299,272 | $296,362 | $2,910 | $2,910 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABDIEL QUALIFIED OFFSHORE PARTNERS - AWARDS | AT COST | $2,000,000 | $2,775,436 |
| ABDIEL QUALIFIED OFFSHORE PARTNERS - T&J | AT COST | $1,000,000 | $1,387,718 |
| CAT ROCK OPPORTUNITIES FUND - AWARDS | AT COST | $597,376 | $473,077 |
| CAT ROCK OPPORTUNITIES FUND - T&J | AT COST | $298,688 | $236,538 |
| FINE ARTS - BERGSTROM/LIPPS LIBRARY - INVESTMENT IN FINE ARTS | AT COST | $479,590 | $479,590 |
| FPR PARTNERS - AWARDS | AT COST | $4,563,459 | $4,117,438 |
| FPR PARTNERS - T&J | AT COST | $2,009,850 | $1,803,570 |
| INCENTIVE ACTIVE VALUE LONG ONLY, LP - AWARDS | AT COST | $3,040,325 | $3,393,658 |
| INCENTIVE ACTIVE VALUE LONG ONLY, LP - T&J | AT COST | $1,520,162 | $1,696,829 |
| JAPAN ABSOLUTE VALUE FUND, LP - AWARDS | AT COST | $2,500,000 | $2,306,118 |
| JAPAN ABSOLUTE VALUE FUND, LP - T&J | AT COST | $1,000,000 | $922,447 |
| KILTEARN GLOBAL EQUITY FUND - AWARDS | AT COST | $2,102,574 | $3,466,689 |
| KILTEARN GLOBAL EQUITY FUND - T&J | AT COST | $1,079,829 | $1,785,570 |
| OAKMARK INCOME AND EQUITY FUND - EXETER | AT COST | $994,490 | $1,173,228 |
| OAKMARK INCOME AND EQUITY FUND - YALE | AT COST | $3,487,188 | $4,110,804 |
| STOCKBRIDGE FUND, LP - AWARDS | AT COST | $3,000,000 | $3,928,851 |
| STOCKBRIDGE FUND, LP - T&J | AT COST | $1,068,525 | $1,396,471 |
| WGI EMERGING MARKETS FUND - AWARDS | AT COST | $1,977,336 | $2,640,731 |
| WGI EMERGING MARKETS FUND - T&J | AT COST | $942,757 | $1,259,107 |
| WGI EMERGING MARKETS SMALLER CO FUND - AWARDS | AT COST | $1,535,511 | $2,222,691 |
| WGI EMERGING MARKETS SMALLER CO FUND - T&J | AT COST | $721,306 | $1,043,868 |
| WHITESPRUCE FUND LTD. - AWARDS | AT COST | $3,065,967 | $4,266,153 |
| WHITESPRUCE FUND LTD. - T&J | AT COST | $1,415,967 | $1,972,553 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $14,370 | LegalFeesAmt |
| Net Investment Income | $719 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,651 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (23 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALUA OFFSHORE FUND, LTD. | $1,600,000 | $1,202,621 | $1,163,608 |
| CAMBER CAPITAL OFFSHORE | $1,700,000 | $1,482,267 | $2,243,583 |
| ECOR1 CAPITAL OFFSHORE FUND, LTD. | $2,000,000 | $2,000,000 | $1,895,071 |
| HOLLYPORT SECONDARY OPPS VI | $2,100,158 | $2,100,158 | $2,822,912 |
| HORSLEY BRIDGE STRATEGIC FUND IV, L.P. | $2,787,097 | $2,787,097 | $3,882,507 |
| HUDSON WAY OFFSHORE FUND | $1,500,000 | $1,500,000 | $1,586,015 |
| KLINE HILL OFFSHORE II | $1,268,178 | $1,268,178 | $1,276,768 |
| KLINE HILL PARTNERS OFFSHORE FUND III, LP | $1,117,700 | $1,117,700 | $1,655,222 |
| KLINE HILL PARTNERS OFFSHORE FUND IV, LP | $564,737 | $1,967,466 | $3,151,477 |
| KLINE HILL PARTNERS OPP OFFSHORE FUND III | $343,666 | $343,666 | $577,766 |
| M3 PARTNERS, LP | $1,700,000 | $1,473,473 | $2,127,980 |
| MADISON AVENUE OFFSHORE FUND | $1,600,000 | $1,232,139 | $2,670,708 |
| MAPLE ROCK OFFSHORE FUND | $1,500,000 | $1,500,000 | $1,635,311 |
| MELVIN CAPITAL OFFSHORE | $1,153 | $0 | $0 |
| PARK ST. IX CAP. PRIVATE EQUITY | $953,849 | $909,389 | $540,561 |
| PARK ST. VII CAP. PRIVATE EQUITY | $707,100 | $707,100 | $23,850 |
| PARK ST. VIII CAP. PRIVATE EQUITY | $705,604 | $698,004 | $261,738 |
| PHARO MACRO FUND, LTD. | $1,000,000 | $0 | $0 |
| POINTER OFFSHORE LTD. | $5,800,000 | $4,891,543 | $5,915,828 |
| RIVERNORTH INSTITUTIONAL PARTNERS | $4,100,000 | $4,100,000 | $5,696,485 |
| SQN INVESTORS OFFSHORE | $1,700,000 | $1,700,000 | $972,799 |
| STARK ASSET MGMT (SHEPHERD) | $32,228 | $6,167 | $4,647 |
| TENG YUE PARTNERS OFFSHORE | $2,200,000 | $2,200,000 | $1,235,986 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR GRANTS PAYABLE | Desc |
| Amt | $50,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $11,840 | $592 | $11,248 |
| EQUIPMENT & FURNITURE MAINTENANCE | $20,147 | $1,007 | $19,140 |
| FLOWTHROUGH FROM P-SHIPS | $0 | $337,689 | $0 |
| PHONE/FAX | $5,885 | $294 | $5,591 |
| POSTAGE & MESSENGER | $3,964 | $198 | $3,766 |
| OFFICE MISC | $1,117 | $55 | $1,061 |
| OFFICE SUPPLIES | $1,812 | $91 | $1,721 |
| DUES | $325 | $16 | $309 |
| DIRECT HEINZ AWARD EXPENSE | $964,122 | $0 | $964,122 |
| RESEARCH EXPENSE | $2,631 | $0 | $2,631 |
| PERSONAL SERVICES | $945,000 | $0 | $945,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | DescDesc |
|---|---|---|---|
| $10,741 | $10,741 | $10,741 | |
| -$9,904 | $0 | -$9,904 | INCOME FROM PARTNERSHIPS |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY LIABILITIES | Desc |
| BOY Book Value | $4,658,737 | BOYBookValueAmt |
| EOY Book Value | $4,517,526 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $598,308 | $600,781 | $0 |
| INVESTMENT CONSULTING | $7,096 | $7,096 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX - FLOWTHROUGH FROM PARTNERSHIPS | $0 | $63,692 | $0 |
| FEDERAL INCOME TAX | $8,122 | $0 | $0 |
Comments