HEINZ FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HEINZ FAMILY FOUNDATION (EIN 25-1689382)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202203189349100810
- Schema version
- 2021v4.2
- 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 | 2022-11-14T06:22:02-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHELE | PersonFirstNm |
| Person Last | BATTLE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN M KIRSCH | PreparerPersonNm |
| PTIN | P00341397 | PTIN |
| Phone | 4122613644 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $147,536,405 | 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 | $438,827 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,333,005 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,929,201 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,631,890 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,821,789 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $31,084 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $37,802 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,399,112 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,192,596 | 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 | $35,220 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,119 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $25,960 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,598 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,373 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $577,264 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $584,848 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $70,211 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $120,459 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $72,274 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $11,274 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $564 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $140,270 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,014 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $133,257 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,475 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $74 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,402 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,000 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $50 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $950 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,721,096 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $399,233 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,663,093 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,634,656 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,144,512 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,846,035 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,910,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,147,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,545,156 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,144,512 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,993,535 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$146,044 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,048,084 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,712 | CashBOYAmt |
| Cash EOY | $5,736 | CashEOYAmt |
| Cash EOYFMV | $5,736 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,134,814 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,946,162 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,946,162 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $79,693,644 | CorporateStockBOYAmt |
| Corporate Stock EOY | $81,186,207 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $97,598,732 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,602,060 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,584,050 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $11,825 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $18,010 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $18,010 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $479,590 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $479,590 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $479,590 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $35,080,840 | OtherAssetsBOYAmt |
| Other Assets EOY | $35,864,711 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $46,488,175 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $120,406,425 | TotalAssetsBOYAmt |
| Total Assets EOY | $120,500,416 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $147,536,405 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $180,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $150,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $4,640,233 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,880,268 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,820,233 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,030,268 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $34,804,318 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $33,555,211 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $80,781,874 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $81,914,937 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $115,586,192 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $115,470,148 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $120,406,425 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $120,500,416 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $115,586,192 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$146,044 | ExcessRevenueOverExpensesAmt |
| Other Increases | $30,000 | OtherIncreasesAmt |
| Subtotal | $115,470,148 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $115,470,148 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $23,395,109 | $18,784,134 | $4,610,975 | $4,610,975 | |
| CAPITAL GAIN DISTRIBUTIONS | $439,753 | $439,753 | $439,753 | P | |
| FLOWTHROUGH FROM PARTNERSHIPS | $3,141,602 | $3,141,602 | $3,141,602 | P | |
| TAX BASIS LOSS PARK PRIVATE EQUITY VI | $25,967 | -$25,967 | -$25,967 | P | |
| TAX BASIS GAIN HARVEST MLP | $2 | $2 | $2 | P | |
| TAX BASIS GAIN ITE RAIL | $2,655,424 | $2,655,424 | $2,655,424 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,821,789 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $153,568 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $153,568 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $153,568 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $206,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $11,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $217,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $63,432 | OverpaymentAmt |
| Applied To ES Tax | $63,432 | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| TERESA HEINZ | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | CHAIR/CEO | 2.00 | $0 | $0 | $0 |
| ANDRE HEINZ | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | CLASS B PERMANENT DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER HEINZ | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | CLASS B PERMANENT DIRECTOR | 1.00 | $0 | $0 | $0 |
| RONALD DAVENPORT | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | TERM DIRECTOR | 1.00 | $0 | $0 | $0 |
| ARIE KOPELMAN | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | TERM DIRECTOR | 1.00 | $0 | $0 | $0 |
| LINDA K SMITH ESQ | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | TERM DIRECTOR | 1.00 | $0 | $0 | $0 |
| THEODORE H STEBBINS JR | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | TERM DIRECTOR | 1.00 | $0 | $0 | $0 |
| WENDY MACKENZIE | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | SECRETARY AND TERM DIRECTOR | 1.00 | $0 | $0 | $0 |
| 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 (3 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 | $1,380,095 |
| BURNESS COMMUNICATIONS | |||||
| 7910 WOODMONT AVENUE SUITE 700 | BETHESDA | MD | 208147034 | HEINZ AWARDS PUBLIC RELATIONS CONSULTING | $124,530 |
| FCM TRAVEL SOLUTIONS | |||||
| 5 PARAGON DRIVE SUITE 200 | MONTVALE | NJ | 07645 | HEINZ AWARDS VIRTUAL EVENT PRODUCTION SERVICES | $70,419 |
| 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 2021, TEN GRANTS WERE MADE TO INDIVIDUALS OR CHARITABLE ORGANIZAITONS AS DETAILED ON THE FOLLOWING PAGE. 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 | $2,058,972 | 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 | $30,282,169 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,107,258 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $113,666,109 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $149,055,536 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $149,055,536 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,235,833 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $146,819,703 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,340,985 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,340,985 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $153,568 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $11,146 | IncomeTaxAmt |
| Total Tax | $164,714 | TotalTaxAmt |
| Distributable Before Adj | $7,176,271 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,176,271 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,176,271 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,993,535 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $16,586 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $7,010,121 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,176,271 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,707,709 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,010,121 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,707,709 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $302,412 | 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 | $6,873,859 | 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 (132 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| GIVING TUESDAY | ||||||||
| 165 COURT STREET 107 | BROOKLYN | NY | 11201 | N/A | PC | FOR THE SOCIAL SECTOR RESILIENCE INITIATIVE | $250,000 | |
| GABRIEL BROWN | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | NONE | I | 2021 HEINZ AWARD WINNER - ENVIRONMENT | $250,000 | |
| JACQUELINE PATTERSON | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | NONE | I | 2021 HEINZ AWARD WINNER - ENVIRONMENT | $250,000 | |
| SANFORD BIGGERS | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | NONE | I | 2021 HEINZ AWARD WINNER - ARTS | $250,000 | |
| TANYA AGUINIGA | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | NONE | I | 2021 HEINZ AWARD WINNER - ARTS | $250,000 | |
| WILLIAM J BYNUM JR | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | NONE | I | 2021 HEINZ AWARD WINNER - ECONOMY | $200,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | UNDERGRADUATE SCHOLARSHIPS FOR THE 2021-22 ACADEMIC YEAR | $184,000 | |
| FOODCORPS INC | ||||||||
| 1140 SE 7TH AVENUE SUITE 110 | PORTLAND | OR | 97214 | N/A | PC | FOR THE SCHOOL NUTRITION PILOT PROGRAM AND SUPPORTING ACTIVITIES | $125,000 | |
| SUN VALLEY INSTITUTE FOR RESILIENCE | ||||||||
| PO BOX 5569 | KETCHUM | ID | 83340 | N/A | PC | FOR THE IMPACT IDAHO FUND | $100,000 | |
| THE FRED ROGERS COMPANY | ||||||||
| 2100 WHARTON STREET SUITE 700 | PITTSBURGH | PA | 15203 | N/A | PC | FOR DONKEY HODIE | $100,000 | |
| HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA | ||||||||
| 1212 SMALLMAN STREET | PITTSBURGH | PA | 15222 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $100,000 | |
| UNITED STATES SKI ASSOCIATION | ||||||||
| PO BOX 100 | PARK CITY | UT | 84060 | N/A | PC | FOR THE BOB BEATTIE ATHLETE TRAVEL FUND | $100,000 | |
| NAVY SEAL FOUNDATION INC | ||||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | N/A | PC | FOR THE 2022 ANNUAL NEW YORK CITY BENEFIT DINNER | $100,000 | |
| SAWTOOTH SPORTS FOUNDATION INC | ||||||||
| PO BOX 1185 110 TIMBER WAY | KETCHUM | ID | 83340 | N/A | PC | FOR THE HURTIG SHOOTING CENTER | $75,000 | |
| A BETTER BALANCE | ||||||||
| 40 WORTH STREET 10TH FLOOR | NEW YORK | NY | 10013 | N/A | PC | DESIGNATED PAYMENT BY DINA BAKST, 2021 HEINZ AWARD WINNER - ECONOMY | $75,000 | |
| A BETTER BALANCE | ||||||||
| 40 WORTH STREET 10TH FLOOR | NEW YORK | NY | 10013 | N/A | PC | DESIGNATED PAYMENT BY SHERRY LEIWANT, 2021 HEINZ AWARD WINNER - ECONOMY | $75,000 | |
| CARNEGIE INSTITUTE MUSEUM OF ART | ||||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 15213 | N/A | PC | FOR SUPPORT OF THE 58TH CARNEGIE INTERNATIONAL | $75,000 | |
| ECOSOAP BANK | ||||||||
| 1800 MURRAY AVENUE | PITTSBURGH | PA | 15217 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $60,000 | |
| PHILLIPS EXETER ACADEMY | ||||||||
| 20 MAIN STREET | EXETER | NH | 038332460 | N/A | PC | SCHOLARSHIPS FOR THE 2021-22 ACADEMIC YEAR | $53,000 | |
| CENTER FOR A NEW AMERICAN SECURITY | ||||||||
| 1152 15TH STREET NW SUITE 950 | WASHINGTON | DC | 20005 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| CENTER FOR A NEW AMERICAN SECURITY | ||||||||
| 1152 15TH STREET NW SUITE 950 | WASHINGTON | DC | 20005 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| NATIONAL LINKS TRUST | ||||||||
| 331 7TH STREET NE | WASHINGTON | DC | 10011 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 655 NEW YORK AVENUE NW 6TH FLOOR | WASHINGTON | DC | 20001 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| BLAINE COUNTY RECREATION DISTRICT | ||||||||
| 1050 FOX ACRES ROAD 107 | HAILEY | ID | 83333 | N/A | GOV | FOR THE GALENA LODGE | $50,000 | |
| BLAINE COUNTY RECREATION DISTRICT | ||||||||
| 1050 FOX ACRES ROAD 107 | HAILEY | ID | 83333 | N/A | GOV | FOR THE GALENA LODGE | $50,000 | |
| SUN VALLEY COMMUNITY SCHOOL INC | ||||||||
| PO BOX 2118 | SUN VALLEY | ID | 83353 | N/A | PC | FOR THE 2021-22 ANNUAL FUND | $50,000 | |
| SUN VALLEY SKI EDUCATION FOUNDATION | ||||||||
| PO BOX 203 | SUN VALLEY | ID | 83353 | N/A | PC | FOR THE ROTARUN SKI AREA | $50,000 | |
| ANCIENT DRAGON ZEN GATE | ||||||||
| PO BOX 408620 | CHICAGO | IL | 60640 | N/A | PC | FOR THE CAPITAL CAMPAIGN | $50,000 | |
| REPRESENT US EDUCATION FUND | ||||||||
| PO BOX 60008 | FLORENCE | MA | 01062 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| HOPE ENTERPRISE CORPORATION | ||||||||
| 4 OLD RIVER PLACE SUITE A | JACKSON | MS | 39202 | N/A | PC | DESIGNATED PAYMENT BY WILLIAM BYNUM, 2021 HEINZ AWARD WINNER - ECONOMY | $50,000 | |
| DINA BAKST | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | NONE | I | 2021 HEINZ AWARD WINNER - ECONOMY | $50,000 | |
| SHERRY LEIWANT | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | NONE | I | 2021 HEINZ AWARD WINNER - ECONOMY | $50,000 | |
| PITTSBURGH TRUST FOR CULTURAL RESOURCES | ||||||||
| 803 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| RODALE INSTITUTE | ||||||||
| 611 SIEGFRIEDALE ROAD | KUTZTOWN | PA | 19530 | N/A | PC | FOR THE REGENERATIVE HEALTH INSTITUTE | $50,000 | |
| THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA | ||||||||
| 1250 PENN AVENUE | PITTSBURGH | PA | 15222 | N/A | PC | FOR THE AGE FRIENDLY GREATER PITTSBURGH PROGRAM | $50,000 | |
| ENGAGE NEPAL | ||||||||
| 5022 GRAND BEECH CT | HAYMARKET | VA | 20169 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| NAVY SEAL FOUNDATION INC | ||||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | N/A | PC | FOR THE 2021 ANNUAL NEW YORK CITY BENEFIT DINNER | $50,000 | |
| NAVY SEAL FOUNDATION INC | ||||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | N/A | PC | FOR THE 2021 ANNUAL NEW YORK CITY BENEFIT DINNER | $50,000 | |
| NAVY SEAL FOUNDATION INC | ||||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | N/A | PC | FOR THE 2021 ANNUAL NEW YORK CITY BENEFIT DINNER | $50,000 | |
| UNITED STATES SKI ASSOCIATION | ||||||||
| PO BOX 100 | PARK CITY | UT | 84060 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $40,000 | |
| SUN VALLEY MUSIC FESTIVAL | ||||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $30,000 | |
| SUN VALLEY SKI EDUCATION FOUNDATION | ||||||||
| PO BOX 203 | SUN VALLEY | ID | 83353 | N/A | PC | FOR THE ROTARUN SKI AREA CAPITAL | $30,000 | |
| SIMMONS UNIVERSITY | ||||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | N/A | PC | FOR EDUCATIONAL DEVELOPMENT FOR INTEGRATIVE FUNCTIONAL NUTRITION | $30,000 | |
| MERCURY SOUL INC | ||||||||
| 55 TAYLOR STREET | SAN FRANCISCO | CA | 94102 | N/A | PC | FOR THE PHILHARMONIA FANTASTIQUE EDUCATIONAL PROGRAM | $25,000 | |
| BROOKINGS INSTITUTION | ||||||||
| 1775 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 655 NEW YORK AVENUE NW 6TH FLOOR | WASHINGTON | DC | 20001 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| BLAINE COUNTY HUNGER COALITION | ||||||||
| 121 HONEYSUCKLE STREET | BELLEVUE | ID | 83313 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| COMMUNITY LIBRARY ASSOCIATION INC KETCHUM SUN VALLEY & TRIUMPH | ||||||||
| 415 SPRUCE AVENUE N PO BOX 2168 | KETCHUM | ID | 83340 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| THE CRISIS HOTLINE | ||||||||
| PO BOX 939 | KETCHUM | ID | 83340 | N/A | PC | FOR THE NEIGHBORS HELPING NEIGHBORS PROGRAM SUPPORTING COVID-19 EFFORTS | $25,000 | |
| LIVING WITH WOLVES LTD | ||||||||
| PO BOX 896 | SUN VALLEY | ID | 83353 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| SAWTOOTH SPORTS FOUNDATION INC | ||||||||
| PO BOX 1185 110 TIMBER WAY | KETCHUM | ID | 83340 | N/A | PC | FOR THE HURTIG SHOOTING CENTER | $25,000 | |
| SAWTOOTH SPORTS FOUNDATION INC | ||||||||
| PO BOX 1185 110 TIMBER WAY | KETCHUM | ID | 83340 | N/A | PC | FOR THE HURTIG SHOOTING CENTER | $25,000 | |
| SPUR COMMUNITY FOUNDATION | ||||||||
| PO BOX 6184 | KETCHUM | ID | 83440 | N/A | PC | FOR THE COMMUNITY HOUSING FUND | $25,000 | |
| ST LUKE'S WOOD RIVER FOUNDATION | ||||||||
| PO BOX 7005 | KETCHUM | ID | 83440 | N/A | PC | FOR THE COVID-19 RESPONSE FUND | $25,000 | |
| ST THOMAS EPISCOPAL CHURCH | ||||||||
| PO BOX 1070 | SUN VALLEY | ID | 83353 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| SUN VALLEY BALLET FOUNDATION | ||||||||
| 141 SIOUX DRIVE | KETCHUM | ID | 83333 | N/A | PC | FOR THE PAULA CAPUTO SCHOLARSHIP FUND | $25,000 | |
| MILTON ACADEMY | ||||||||
| 170 CENTRE STREET | MILTON | MA | 02186 | N/A | PC | FOR THE SANDY CORTESI 58 ENDOWMENT | $25,000 | |
| SEED GLOBAL HEALTH | ||||||||
| 20 ASHBURTON PLACE 6TH FLOOR | BOSTON | MA | 02108 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| SILENT SPRING INSTITUTE | ||||||||
| 320 NEVADA STREET SUITE 320 | NEWTON | MA | 02460 | N/A | PC | FOR THE GALA FOR PREVENTION | $25,000 | |
| WGBH EDUCATIONAL FOUNDATION | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | N/A | PC | FOR THE MASTERPIECE TRUST | $25,000 | |
| WOODS HOLE OCEANOGRAPHIC INSTITUTION | ||||||||
| 266 WOODS HOLE ROAD | WOODS HOLE | MA | 02543 | N/A | PC | FOR DR. UMMENHOFER AND DR. WALKER'S WHALING LOGBOOK PROJECT | $25,000 | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| HOLT-ELWELL MEMORIAL FOUNDATION | ||||||||
| PO BOX 9 | EAST HEBRON | NH | 03241 | N/A | PC | FOR THE CAMP MOWGLIS' SCHOLARSHIP ENDOWMENT FUND | $25,000 | |
| CHARITY WATER | ||||||||
| 40 WORTH STREET SUITE 829 | NEW YORK | NY | 10013 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| ENDEAVOR | ||||||||
| 900 BROADWAY SUITE 301 | NEW YORK | NY | 10003 | N/A | PC | FOR THE 2021 ENDEAVOR GALA | $25,000 | |
| NATIONAL DANCE INSTITUTE INC | ||||||||
| 217 WEST 147TH STREET | NEW YORK | NY | 10039 | N/A | PC | FOR THE ADOPTION CAMPAIGN WHICH SUPPORTS PROGRAMMING AT A NEW YORK CITY PARTNER SCHOOL | $25,000 | |
| NATIONAL DANCE INSTITUTE INC | ||||||||
| 217 WEST 147TH STREET | NEW YORK | NY | 10039 | N/A | PC | FOR GENERAL OPERATING SUPPORT IN MEMORY OF JACQUES D'AMBOISE | $25,000 | |
| CARNEGIE INSTITUTE | ||||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 15213 | N/A | PC | FOR THE 2021 ANNUAL GIVING CAMPAIGN | $25,000 | |
| CARNEGIE MELLON UNIVERSITY | ||||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | N/A | PC | FOR THE 2020-21 TRUSTEE ANNUAL FUND | $25,000 | |
| GREATER PITTSBURGH COMMUNITY FOOD BANK | ||||||||
| ONE N LINDEN STREET | DUQUESNE | PA | 15110 | N/A | PC | FOR GENERAL OPERATING SUPPORT RELATED TO COVID-19 DEMAND TO ASSIST FAMILIES WITH SCHOOL-AGED CHILDREN | $25,000 | |
| GROUNDED STRATEGIES | ||||||||
| 6401 PENN AVENUE FLOOR 3 | PITTSBURGH | PA | 15206 | N/A | PC | FOR THE PGH MOBILE TOOLBOX PROGRAM | $25,000 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 1 COLLEGE HALL ROOM 100 | PHILADELPHIA | PA | 19104 | N/A | PC | FOR THE POSITIVE PSYCHOLOGY CENTER TO SUPPORT ACTIVITIES RELATED TO THE ADVANCEMENT OF POSITIVE PSYCHOLOGY | $25,000 | |
| ENGAGE NEPAL | ||||||||
| 5022 GRAND BEECH CT | HAYMARKET | VA | 20169 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| MOCKINGBIRD MINISTRIES INC | ||||||||
| 100 WEST JEFFERSON STREET | CHARLOTTESVILLE | VA | 22902 | N/A | PC | FOR STORYMAKERSNYC | $25,000 | |
| TEMPLE UNIVERSITY | ||||||||
| 1816 N 15TH STREET 3RD FLOOR | PHILADELPHIA | PA | 19121 | N/A | PC | FOR THE TEMPLE OWL CLUB FOR THE BENEFIT OF TEMPLE UNIVERSITY ATHLETICS, MEN'S CREW, FOR THE SPECIFIC PURPOSE OF FUNDING A REPLACEMENT 4+ BOAT DEDICATED TO JAMIE BEYER '96, WITH CONTRIBUTION BEING MADE FROM FRIENDLY RIVALS THE GEORGETOWN UNIVERSITY CREW | $24,000 | |
| THORN | ||||||||
| 1240 ROSECRANS AVENUE SUITE 120 | MANHATTAN BEACH | CA | 90266 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $20,000 | |
| BLAINE COUNTY SENIORS COUNCIL INC | ||||||||
| PO BOX 28 | HAILEY | ID | 83333 | N/A | PC | FOR THE MEALS ON WHEELS PROGRAM RELATED TO COVID-19 DEMAND | $20,000 | |
| SUN VALLEY MUSIC FESTIVAL | ||||||||
| PO BOX 1914 | SUN VALLEY | ID | 83353 | N/A | PC | FOR THE PERFORMANCE OF GABRIELA LENA FRANKS "THREE LATIN AMERICAN DANCES FOR ORCHESTRA" | $20,000 | |
| SUN VALLEY WRITERS' CONFERENCE | ||||||||
| PO BOX 957 | SUN VALLEY | ID | 83340 | N/A | PC | FOR THE 2022 WRITERS' CONFERENCE | $20,000 | |
| SIMMONS UNIVERSITY | ||||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | N/A | PC | FOR THE NUTRITION DEPARTMENT'S DIVERSITY MENTORS PROGRAM | $20,000 | |
| SEVERN SCHOOL | ||||||||
| 116 MAPLE AVENUE | SEVERNA PARK | MD | 21146 | N/A | PC | FOR THE VAN ENEY '09 FELLOWS PROGRAM | $20,000 | |
| NEW YORK PUBLIC LIBRARY | ||||||||
| 445 FIFTH AVENUE | NEW YORK | NY | 10016 | N/A | PC | FOR THE NEW CENTER FOR THE HUMANITIES IN HONOR OF VARTAN GREGORIAN | $20,000 | |
| COLLEGE OF CHARLESTON FOUNDATION | ||||||||
| 66 GEORGE STREET | CHARLESTON | SC | 29424 | N/A | PC | FOR THE GRANT MAYO ENEY MEMORIAL ENDOWED SCHOLARSHIP | $20,000 | |
| GOOD FOOD INSTITUTE | ||||||||
| 1380 MONROE STREET NW 229 | WASHINGTON | DC | 20010 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $15,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $15,000 | |
| UNITED NATIONS FOUNDATION | ||||||||
| 1750 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20006 | N/A | PC | FOR THE COALITION FOR EPIDEMIC PREPAREDNESS INNOVATIONS (PART OF COVID-19 SOLIDARITY RESPONSE FUND) | $15,000 | 300 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| PO BOX 415649 | BOSTON | MA | 02241 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $15,000 | |
| ARTS FOR THE AGING INC | ||||||||
| 15800 CRABBS BRANCH WAY SUITE 300 | ROCKVILLE | MD | 20855 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $15,000 | |
| THE SOCIETY OF MEMORIAL SLOAN KETTERING | ||||||||
| PO BOX 27461 | NEW YORK | NY | 10087 | N/A | PC | FOR GENERAL OPERATING SUPPORT IN MEMORY OF MELINDA BLINKEN | $15,000 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||||
| 1 COLLEGE HALL ROOM 100 | PHILADELPHIA | PA | 19104 | N/A | PC | FOR SUPPORT OF THE RESEARCH OF DR. JAMES PAWELSKI | $12,000 | |
| SAN FRANCISCO PARKS ALLIANCE | ||||||||
| 1074 FOLSOM STREET | SAN FRANCISCO | CA | 94110 | N/A | PC | FOR THE JAPANESE TEA GARDEN "SAVE OUR PAGODA" CAMPAIGN | $10,000 | |
| YALE UNIVERSITY | ||||||||
| 195 PROSPECT STREET | NEW HAVEN | CT | 06511 | N/A | PC | FOR YALE ENVIRONMENT 360 | $10,000 | |
| NATIONAL GALLERY OF ART | ||||||||
| 6TH AND CONSTITUTION | WASHINGTON | DC | 20036 | N/A | PC | FOR THE ANNUAL CIRCLE FUND | $10,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| FLOURISH FOUNDATION | ||||||||
| PO BOX 2429 | KETCHUM | ID | 83340 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| LEE PESKY LEARNING CENTER INC | ||||||||
| 3324 ELDER STREET | BOISE | ID | 83705 | N/A | PC | FOR GENERAL OPERATING SUPPORT IN HONOR OF SAUL TURTLETAUB | $10,000 | |
| SUN VALLEY COMMUNITY SCHOOL INC | ||||||||
| PO BOX 2118 | SUN VALLEY | ID | 83353 | N/A | PC | FOR THE RUNNING OF THE TROUT MATCHING CHALLENGE | $10,000 | |
| SUN VALLEY MUSEUM OF ART | ||||||||
| PO BOX 656 | KETCHUM | ID | 83353 | N/A | PC | FOR THE 2021 WINE AUCTION | $10,000 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| 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 | |
| COUNCIL ON FOREIGN RELATIONS | ||||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | PC | FOR THE ANNUAL FUND | $10,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL INC | ||||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| BRIDGE TO THE MOUNTAINS | ||||||||
| 1526 RHINE STREET | PITTSBURGH | PA | 15212 | N/A | PC | FOR GENERAL OPERATING SUPPORT IN MEMORY OF THOMAS JAHANIAN | $10,000 | |
| ROLLING HARVEST FOOD RESCUE | ||||||||
| PO BOX 693 | NEW HOPE | PA | 18938 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| RUSSELL BYERS CHARTER SCHOOL | ||||||||
| 1911 ARCH STREET | PHILADELPHIA | PA | 19103 | N/A | PC | FOR GENERAL OPERATING SUPPORT IN HONOR OF THE SCHOOL'S 20TH ANNIVERSARY | $10,000 | |
| RUSSELL BYERS CHARTER SCHOOL | ||||||||
| 1911 ARCH STREET | PHILADELPHIA | PA | 19103 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| SAINT VINCENT COLLEGE | ||||||||
| 300 FRASER PURCHASE ROAD | LATROBE | PA | 15650 | N/A | PC | FOR THE FRED ROGERS CENTER IN MEMORY OF JOANNE ROGERS | $10,000 | |
| UNITE FOR HER | ||||||||
| 127 EAST CHESTNUT STREET | WEST CHESTER | PA | 19380 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| PURE GAME | ||||||||
| 1725 SOUTH DOUGLASS ROAD | ANAHEIM | CA | 92806 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $6,500 | |
| THE ANDI LEADERSHIP INSTITUTE FOR YOUNG WOMEN | ||||||||
| 2801 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $6,500 | |
| LIVING WITH WOLVES LTD | ||||||||
| PO BOX 896 | SUN VALLEY | ID | 83353 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $6,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| THE PLANTRICIAN PROJECT | ||||||||
| PO BOX 741596 | BOYNTON BEACH | FL | 33474 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| THE ALGEBRA PROJECT | ||||||||
| 99 BISHOP RICHARD ALLEN DRIVE | CAMBRIDGE | MA | 02130 | N/A | PC | FOR GENERAL OPERATING SUPPORT IN MEMORY OF BOB MOSES | $5,000 | |
| AMERICAN ACADEMY OF ARTS AND SCIENCES | ||||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 02138 | N/A | PC | FOR THE ANNUAL FUND | $5,000 | |
| HEARTH INC | ||||||||
| 1640 WASHINGTON STREET | BOSTON | MA | 02118 | 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 | |
| PARTNERS IN HEALTH | ||||||||
| PO BOX 996 | FREDERICK | MD | 21705 | N/A | PC | FOR GENERAL OPERATING SUPPORT IN MEMORY OF DR. THOMAS QUINCY GARVEY | $5,000 | |
| HOLT-ELWELL MEMORIAL FOUNDATION | ||||||||
| PO BOX 9 | EAST HEBRON | NH | 03241 | N/A | PC | FOR CAMP MOWGLIS | $5,000 | |
| ST PAUL'S SCHOOL | ||||||||
| 325 PLEASANT STREET | CONCORD | NH | 03301 | N/A | PC | FOR THE PARENTS ANNUAL FUND | $5,000 | |
| NEW YORK RESTORATION PROJECT | ||||||||
| 254 WEST 31ST STREET 10TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | FOR THE ANNUAL HULAWEEN EVENT | $5,000 | |
| 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 | |
| CARNEGIE INSTITUTE MUSEUM OF ART | ||||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 15213 | N/A | PC | FOR THE MUSEUM OF ARTS COLLECTION HANDBOOK | $5,000 | |
| CARNEGIE INSTITUTE MUSEUM OF ART | ||||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 15213 | N/A | PC | FOR THE FELLOWS FUND | $5,000 | |
| THE CHARACTER LAB | ||||||||
| 3675 MARKET STREET SUITE 200 | PHILADELPHIA | PA | 19104 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| UNIVERSITY OF PITTSBURGH | ||||||||
| 128 NORTH CRAIGN STREET | PITTSBURGH | PA | 15260 | N/A | PC | FOR THE FU FAMILY LEGACY FUND | $5,000 | |
| WOODLEY HOUSE INC | ||||||||
| 6856 EASTERN AVENUE NW | WASHINGTON | DC | 20012 | N/A | PC | FOR THE ANNUAL WOODLEY HOUSE MOVIE BENEFIT EVENT | $2,500 | |
| FUND FOR PARKS AND RECREATION IN BOSTON | ||||||||
| 1010 MASSACHUSETTS AVENUE | BOSTON | MA | 02118 | N/A | PC | FOR THE BOSTON COMMON HOLIDAY DISPLAY CAMPAIGN | $2,500 | |
| EAST SIDE HOUSE SETTLEMENT | ||||||||
| 337 ALEXANDER AVENUE | BRONX | NY | 10454 | N/A | PC | FOR THE WINTER ANTIQUES SHOW | $2,500 | |
| NANTUCKET CONSERVATION FOUNDATION INC | ||||||||
| PO BOX 13 118 CLIFF ROAD | 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 | |
| SMALL FRIENDS ON NANTUCKET INC | ||||||||
| PO BOX 2826 | NANTUCKET | MA | 02584 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,147,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOODCORPS INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 SE 7TH AVENUE SUITE 110 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97214 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | FOR THE SCHOOL NUTRITION PILOT PROGRAM AND SUPPORTING ACTIVITIES | GrantOrContributionPurposeTxt |
| Amt | $125,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $125,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $438,827 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900003 | BusinessCd |
| Unrelated Business Taxbl Incm | $94,623 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,834,578 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| ExclusionExclusionCd | ExclusionExclusionAmt | DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|
| 01 | $59,158 | ||
| INCOME FROM PARTNERSHIPS | -$28,074 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $66,549 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,332,563 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,399,112 | 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 | $26,598 | Amt |
| Net Investment Income | $1,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,373 | 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 (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABDIEL QUALIFIED OFFSHORE PARTNERS - AWARDS | $2,000,000 | $3,689,102 |
| ABDIEL QUALIFIED OFFSHORE PARTNERS - T&J | $1,000,000 | $1,844,551 |
| CAT ROCK OPPORTUNITIES FUND - AWARDS | $706,330 | $896,181 |
| CAT ROCK OPPORTUNITIES FUND - T&J | $353,165 | $448,091 |
| ECAM PARTNERS AWARDS | $5,000,000 | $5,779,892 |
| ECAM PARTNERS T&J | $2,000,000 | $2,311,957 |
| FPR PARTNERS - AWARDS | $5,000,000 | $5,384,957 |
| FPR PARTNERS - T&J | $2,450,000 | $2,359,986 |
| HILLHOUSE CHINA VALUE FEEDER LTD. AWARDS | $2,000,000 | $2,544,480 |
| HILLHOUSE CHINA VALUE FEEDER LTD. T&J | $1,000,000 | $1,272,240 |
| INCENTIVE ACTIVE VALUE LONG ONLY, LP AWARDS | $3,040,325 | $4,336,292 |
| INCENTIVE ACTIVE VALUE LONG ONLY, LP T&J | $1,520,162 | $2,168,146 |
| ISHARES MSCI ACWI EX US ETF AWARDS | $2,415,072 | $2,981,995 |
| ISHARES MSCI ACWI EX US ETF T&J | $553,378 | $695,111 |
| ISHARES RUSSEL 1000 INDEX - AWARDS | $3,072,381 | $4,187,513 |
| ISHARES RUSSEL 1000 INDEX - T&J | $733,038 | $983,680 |
| JAPAN ABSOLUTE VALUE FUND, LP AWARDS | $2,500,000 | $2,372,848 |
| JAPAN ABSOLUTE VALUE FUND, LP T&J | $1,000,000 | $949,139 |
| KILTEARN GLOBAL EQUITY FUND AWARDS | $4,300,000 | $6,575,127 |
| KILTEARN GLOBAL EQUITY FUND T&J | $1,767,529 | $2,710,570 |
| KUVARI FOCUS LONG-ONLY AWARDS | $3,000,000 | $2,765,939 |
| KUVARI FOCUS LONG-ONLY T&J | $1,500,000 | $1,382,970 |
| OAKMARK INCOME AND EQUITY FUND - EXETER | $1,077,704 | $1,277,163 |
| OAKMARK INCOME AND EQUITY FUND - YALE | $3,778,466 | $4,474,638 |
| SCHRODER CORE BOND FUNDS - AWARDS | $9,590,678 | $9,402,252 |
| SCHRODER CORE BOND FUNDS - T&J | $3,451,069 | $3,379,622 |
| STOCKBRIDGE FUND, LP - AWARDS | $3,000,000 | $3,932,605 |
| STOCKBRIDGE FUND, LP - T&J | $1,500,000 | $1,966,302 |
| WGI EMERGING MARKETS FUND AWARDS | $1,977,336 | $2,329,960 |
| WGI EMERGING MARKETS FUND T&J | $942,757 | $1,110,931 |
| WGI EMERGING MARKETS SMALLER CO FUND AWARDS | $1,535,511 | $1,892,072 |
| WGI EMERGING MARKETS SMALLER CO FUND T&J | $721,306 | $888,596 |
| WHITESPRUCE - T&J | $2,250,000 | $2,625,502 |
| WHITESPRUCE -AWARDS | $4,450,000 | $5,678,322 |
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 | $1,299,769 | $212 | $212 |
| FURNITURE & FIXTURES | $302,079 | $284,281 | $17,798 | $17,798 |
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 | $35,220 | LegalFeesAmt |
| Net Investment Income | $9,119 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,960 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (26 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALUA OFFSHORE FUND, LTD. | $1,600,000 | $1,600,000 | $1,594,954 |
| CAMBER CAPITAL OFFSHORE | $1,700,000 | $1,700,000 | $2,108,788 |
| CERES FARMS, LLC | $139,917 | $0 | $0 |
| ECOR1 CAPITAL OFFSHORE FUND, LTD. | $0 | $2,000,000 | $2,110,974 |
| HARVEST MLP INCOME FUND | $1,400,000 | $31,773 | $31,773 |
| HOLLYPORT SECONDARY OPPS VI | $2,100,158 | $2,100,158 | $3,516,040 |
| HORSLEY BRIDGE STRATEGIC FUND IV, L.P. | $1,346,052 | $2,771,197 | $4,744,691 |
| ITE RAIL FUND, LP | $2,500,000 | $0 | $0 |
| KENSICO PARTNERS | $124,207 | $0 | $0 |
| KLINE HILL OFFSHORE II | $1,460,991 | $1,268,178 | $2,188,288 |
| KLINE HILL PARTNERS OFFSHORE FUND III, LP | $198,582 | $1,019,232 | $2,126,019 |
| KLINE HILL PARTNERS OPP OFFSHORE FUND III | $54,171 | $288,847 | $645,127 |
| M3 PARTNERS, LP | $1,700,000 | $1,700,000 | $2,231,889 |
| MADISON AVENUE OFFSHORE FUND | $1,600,000 | $1,600,000 | $2,711,637 |
| MELVIN CAPITAL OFFSHORE | $1,000,000 | $1,000,000 | $740,443 |
| PARK ST. VI CAP. PRIVATE EQUITY | $733,516 | $0 | $0 |
| PARK ST. VII CAP. PRIVATE EQUITY | $707,100 | $707,100 | $30,188 |
| PARK ST. IX CAP. PRIVATE EQUITY | $1,079,800 | $983,964 | $1,036,193 |
| PARK ST. VIII CAP. PRIVATE EQUITY | $804,119 | $762,034 | $886,167 |
| PHARO MACRO FUND, LTD. | $1,000,000 | $1,000,000 | $974,599 |
| POINTER OFFSHORE LTD. | $5,800,000 | $5,800,000 | $7,718,763 |
| RIVERNORTH INSTITUTIONAL PARTNERS | $2,600,000 | $4,100,000 | $5,307,987 |
| SAMLYN OFFSHORE, LTD. | $2,000,000 | $2,000,000 | $3,007,051 |
| SQN INVESTORS OFFSHORE | $1,700,000 | $1,700,000 | $1,730,895 |
| STARK ASSET MGMT (SHEPHERD) | $32,227 | $32,228 | $30,808 |
| TENG YUE PARTNERS OFFSHORE | $1,700,000 | $1,700,000 | $1,014,901 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $20,789 | $1,039 | $19,750 |
| EQUIPMENT & FURNITURE MAINTENANCE | $79,087 | $3,954 | $75,133 |
| FLOWTHROUGH FROM P-SHIPS | $0 | $341,233 | $0 |
| PHONE/FAX | $11,013 | $550 | $10,462 |
| POSTAGE & MESSENGER | $5,131 | $256 | $4,874 |
| OFFICE MISC | $4,072 | $203 | $3,868 |
| OFFICE SUPPLIES | $1,171 | $59 | $1,112 |
| DUES | $325 | $16 | $309 |
| DIRECT HEINZ AWARD EXPENSE | $558,973 | $0 | $558,973 |
| RESEARCH EXPENSE | $2,083 | $0 | $2,083 |
| CONTRACTED EMPLOYEES SERVICES | $1,038,452 | $51,923 | $986,529 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | DescDesc |
|---|---|---|---|
| $59,158 | $59,158 | $59,158 | |
| -$28,074 | $0 | -$28,074 | INCOME FROM PARTNERSHIPS |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR GRANTS PAYABLE | Desc |
| Amt | $30,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY LIABILITIES | Desc |
| BOY Book Value | $4,640,233 | BOYBookValueAmt |
| EOY Book Value | $4,880,268 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $546,606 | $554,190 | $0 |
| INVESTMENT CONSULTING | $30,658 | $30,658 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX - FLOWTHROUGH FROM PARTNERSHIPS | $0 | $72,274 | $0 |
| FEDERAL INCOME TAX | $120,459 | $0 | $0 |
Comments