JAMES AND NANCY HEINZ FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JAMES AND NANCY HEINZ FAMILY FOUNDATION (EIN 36-4486644)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-12
IRS object ID
202023179349102177
Schema version
2019v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-12T12:40:32-08:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN651164012PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Naviaux Dubow & Harris LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1303 W Madison St Ste 950AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364486644EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1James & Nancy Heinz Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone3122242400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1316 Neptunes BightAddressLine1Txt
CityNaplesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJames F HeinzPersonNm
Person TitleTrusteePersonTitleTxt
Signature2020-11-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeremy DubowPreparerPersonNm
PTINP00363657PTIN
Phone3124610514PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$299,032FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,968InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,968InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$213NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$39,715GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$213CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,181TotalRevAndExpnssAmt
Total Net Invst Incm$5,181TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$890OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$890OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$53TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$35OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$10OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$978TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$915TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$47,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$47,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$47,978TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$915TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$47,010TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$42,797ExcessRevenueOverExpensesAmt
Net Investment Income$4,266NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$26,798CashBOYAmt
Cash EOY$18,296CashEOYAmt
Cash EOYFMV$18,296CashEOYFMVAmt
US Government Obligations BOY$311,795USGovernmentObligationsBOYAmt
US Government Obligations EOY$280,206USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$280,736USGovtObligationsEOYFMVAmt
Other Assets BOY$477OtherAssetsBOYAmt
Total Assets BOY$339,070TotalAssetsBOYAmt
Total Assets EOY$298,502TotalAssetsEOYAmt
Total Assets EOYFMV$299,032TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Additional Paid In Capital BOY$993,022AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$993,022AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$653,952RetainedEarningBOYAmt
Retained Earning EOY-$694,520RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$339,070TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$298,502TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$339,070TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$298,502TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$339,070TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$42,797ExcessRevenueOverExpensesAmt
Other Increases$2,229OtherIncreasesAmt
Subtotal$298,502SubtotalAmt
Tot Net Ast Or Fund Balances EOY$298,502TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyUS Treasury NotePropertyDesc
How AcquiredPHowAcquiredCd
Acquired2018-12-31AcquiredDt
Sold2019-03-01SoldDt
Gross Sales Price$39,715GrossSalesPriceAmt
Cost Or Other Basis$39,502CostOrOtherBasisAmt
Gain Or Loss$213GainOrLossAmt
Gains Minus Excess Or Losses$213GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$213CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$213NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$32,450AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$352,333NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.09210DistributionYr1Rt
Adjusted Qlfy Distri Yr2$58,738AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$406,356NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.14455DistributionYr2Rt
Adjusted Qlfy Distri Yr3$58,214AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$289,730NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.20093DistributionYr3Rt
Adjusted Qlfy Distri Yr4$39,214AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$321,731NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.12188DistributionYr4Rt
Adjusted Qlfy Distri Yr5$36,214AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$365,056NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.09920DistributionYr5Rt
Total Distribution0.658658TotalDistributionRt
Average Distribution0.131732AverageDistributionRt
Net Vl Noncharitable Assets$301,299NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$39,691AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$43NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$39,734AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$47,010QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$43InvestmentIncomeExciseTaxAmt
Subtotal$43SubtotalAmt
Tax Based On Investment Income$43TaxBasedOnInvestmentIncomeAmt
Tax Due$43TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1James F & Nancy D Heinz JRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3122242400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1801 W Adams Street 500AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP606073013ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
James F Heinz
316 Neptunes BightNaplesFL34103President0.00$0
Nancy D Heinz
316 Neptunes BightNaplesFL34103Vice President0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$259,617AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$46,270AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$305,887TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$305,887AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,588CashDeemedCharitableAmt
Net Vl Noncharitable Assets$301,299NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,065MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,065MinimumInvestmentReturnAmt
Tax Based On Investment Income$43TaxBasedOnInvestmentIncomeAmt
Total Tax$43TotalTaxAmt
Distributable Before Adj$15,022DistributableBeforeAdjAmt
Distributable Before Ded$15,022DistributableBeforeDedAmt
Distributable As Adjusted$15,022DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$47,010ExpensesAndContributionsAmt
Qualifying Distributions$47,010QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$43PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$46,967AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$15,022DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$17,961ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$23,127ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$43,727ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$38,422ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$14,886ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$138,123TotalExcessDistributionCyovAmt
Qualifying Distributions$47,010QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$15,022AppliedToCurrentYearAmt
Remaining Distri From Corpus$31,988RemainingDistriFromCorpusAmt
Total Corpus$170,111TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$17,961ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$152,150ExcessDistriCyovToNextYrAmt
Excess From Year4$23,127ExcessFromYear4Amt
Excess From Year3$43,727ExcessFromYear3Amt
Excess From Year2$38,422ExcessFromYear2Amt
Excess From Year1$14,886ExcessFromYear1Amt
Excess From Current Year$31,988ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJames HeinzRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1316 Neptunes BightAddressLine1Txt
CityNaplesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3124610876RecipientPhoneNum
Form And Info And MaterialsNo particular form is required. A letter is sufficient.FormAndInfoAndMaterialsTxt
Submission DeadlinesNo deadline exists.SubmissionDeadlinesTxt
Restrictions On AwardsThe organization must be qualified under IRC Sec 170(c).RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Childrens Hospital Foundation
225 E Chicago AveChicagoIL60611NonePCPursuing better ways to prevent, diagnose and treat childhood illnesses and support our patients and families.$45,000
NaplesNext Foundation
475 Seagate DrNaplesFL34103NonePCDevelop in the worlds of finance, philanthropy, government and healthcare and examine the current and future impact they have on all of us.$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$47,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,968ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$213ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,181ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,181TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$280,206USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$280,736USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Secretary of State Fee$10$10
Wire Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment FeesCategoryTxt
Amt$890Amt
Net Investment Income$890NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTax on Net Investment IncomeCategoryTxt
Amt$53Amt

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