HEINZ FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HEINZ FAMILY FOUNDATION (EIN 25-1689382)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202033189349101048
- Schema version
- 2019v5.1
- 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 | 2020-11-13T09:34:02-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251689382 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEINZ FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEIN | BusinessNameControlTxt |
| Phone | 4124975775 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 LIBERTY AVENUE NO 3200 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELE M BATTLE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4124975775 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN M KIRSCH | PreparerPersonNm |
| PTIN | P00341397 | PTIN |
| Phone | 4122613644 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.144.188.24 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 09:17:32 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C27DEABDA4EC5E58121BD650225FDE93C4AFF1C8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 83237E88C6D45D8269AF617CF08E18DBF86D2220 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $136,989,203 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,158,740 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,161,452 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,865,442 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $60,116,191 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,221,693 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $45,372 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$7,090 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,069,554 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,376,055 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $157,544 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,877 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $149,667 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $327,174 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $16,359 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $310,815 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $166,483 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $8,324 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $158,159 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $62,027 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $41,354 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $20,316 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,849 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,149 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,824 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $379,433 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $376,561 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,110 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $67,417 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $138,068 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $40,351 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $12,904 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $645 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $145,654 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,283 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $138,371 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,101 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $255 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,846 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,199 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $60 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,139 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $729,750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $347,273 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $722,590 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,153,186 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $914,908 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,538,837 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,930,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,161,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,083,686 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $914,908 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,700,337 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,132 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,461,147 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,350 | CashBOYAmt |
| Cash EOY | $5,667 | CashEOYAmt |
| Cash EOYFMV | $5,667 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,762,784 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,895,483 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,895,483 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $74,219,615 | CorporateStockBOYAmt |
| Corporate Stock EOY | $77,879,011 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $86,217,137 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,636,253 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $1,615,187 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $23,405 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $21,066 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $21,066 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $479,590 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $479,590 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $479,590 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $38,431,623 | OtherAssetsBOYAmt |
| Other Assets EOY | $35,780,542 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $48,370,260 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $115,922,367 | TotalAssetsBOYAmt |
| Total Assets EOY | $116,061,359 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $136,989,203 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $75,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $125,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $4,597,336 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,750,460 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,672,336 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,875,460 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $39,149,357 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $37,620,431 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $72,100,674 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $73,565,468 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $111,250,031 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $111,185,899 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $115,922,367 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $116,061,359 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $111,250,031 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,132 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $111,235,899 | SubtotalAmt |
| Other Decreases | $50,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $111,185,899 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $59,043,952 | $52,883,707 | $6,160,245 | $6,160,245 | |
| CAPITAL GAIN DISTRIBUTIONS | $313,473 | $313,473 | $313,473 | P | |
| FLOWTHROUGH FROM PARTNERSHIPS | $758,766 | $758,766 | $758,766 | P | |
| TAX BASIS LOSS TUCKER ANTHONY PRIVATE EQUITY FUND III | $10,791 | -$10,791 | -$10,791 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,221,693 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,415,720 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $133,752,060 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047967 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,961,959 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $136,227,423 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043765 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,213,359 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $125,532,120 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.025598 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,381,707 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $129,052,160 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033953 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,314,058 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $130,830,503 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.025331 | DistributionYr5Rt |
| Total Distribution | 0.176614 | TotalDistributionRt |
| Average Distribution | 0.035323 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $155,182,725 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,481,519 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $84,611 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,566,130 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,710,565 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $84,611 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $84,611 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $84,611 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $139,211 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $139,211 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $54,600 | OverpaymentAmt |
| Applied To ES Tax | $54,600 | 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 APPOINTED 42019 | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | CHIEF INVESTMENT OFFICER | 4.00 | $106,202 | $6,466 | $0 |
| MICHELE BATTLE | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | TREASURER | 4.00 | $40,330 | $4,546 | $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 | 2.00 | $0 | $0 | $0 |
| THEODORE H STEBBINS JR | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | TERM DIRECTOR | 1.00 | $0 | $0 | $0 |
| WENDY MACKENZIE | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | SECRETARY AND TERM DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KIM O'DELL | ||||||||
| 625 LIBERTY AVE STE 3200 | PITTSBURGH | PA | 15222 | DIRECTOR/HEINZ AWARD | 40.00 | $134,500 | $34,967 | $0 |
| JONATHAN GREENE | ||||||||
| 625 LIBERTY AVE STE 3200 | PITTSBURGH | PA | 15222 | PROGRAM OFFICER | 40.00 | $85,500 | $22,495 | $0 |
| HALLEY CASEY | ||||||||
| 625 LIBERTY AVE STE 3200 | PITTSBURGH | PA | 15222 | EXECUTIVE ASSISTANT | 40.00 | $63,694 | $20,960 | $0 |
| LISA GIORGETTI | ||||||||
| 625 LIBERTY AVE STE 3200 | PITTSBURGH | PA | 15222 | PROGRAM OFFICER | 24.00 | $59,800 | $9,684 | $0 |
| MOLLY MEHLING | ||||||||
| 625 LIBERTY AVE STE 3200 | PITTSBURGH | PA | 15222 | PROGRAM OFFICER | 24.00 | $58,400 | $9,566 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HEINZ FAMILY OFFICE | |||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | CONTRACTED EMPLOYEE SERVICES | $755,741 |
| BURNESS COMMUNICATIONS | |||||
| 7910 WOODMONT AVENUE SUITE 700 | BETHESDA | MD | 208147034 | HEINZ AWARDS PUBLIC RELATIONS CONSULTING | $80,000 |
| LYRICAL ASSET MANAGEMENT | |||||
| 405 PARK AVENUE 6TH FLOOR | NEW YORK | NY | 10022 | INVESTMENT CONSULTING SERVICES | $77,064 |
| BROAD RUN INVESTMENT MANAGEMENT LLC | |||||
| 1530 WILSON BLVRD STE 530 | ARLINGTON | VA | 22209 | INVESTMENT CONSULTING SERVICES | $71,791 |
| REED SMITH LLP | |||||
| REED SMITH CENTRE 225 FIFTH AVENUE | PITTSBURGH | PA | 15222 | LEGAL SERVICES | $59,984 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ONE OF THE PRIMARY EXEMPT PURPOSES OF THE FOUNDATION IS THE AWARDING OF INDIVIDUAL GRANTS, RECOGNIZING OUTSTANDING ACHIEVEMENTS IN THE AREAS OF ARTS & HUMANITIES; HUMAN CONDITION; PUBLIC POLICY; TECHNOLOGY, THE ECONOMY & EMPLOYMENT; AND ENVIRONMENT. DURING 2019, SEVEN GRANTS WERE MADE TO INDIVIDUALS OR CHARITABLE ORGANIZATIONS AS DETAILED IN PART XV OF FORM 990-PF.THESE AWARDS ARE GRANTED IN ACCORDANCE WITH IRC SECTION 4945 (G) ON AN OBJECTIVE AND NONDISCRIMINATORY BASIS PURSUANT TO A PROCEDURE APPROVED IN ADVANCE BY THE INTERNAL REVENUE SERVICE. | Description1Txt |
| Expenses1 | $1,836,190 | 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 | $66,306,784 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,827,053 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $86,412,077 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $157,545,914 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $157,545,914 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,363,189 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $155,182,725 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,759,136 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,759,136 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $84,611 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $767 | IncomeTaxAmt |
| Total Tax | $85,378 | TotalTaxAmt |
| Distributable Before Adj | $7,673,758 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,673,758 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,673,758 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,700,337 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $10,228 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $6,710,565 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $84,611 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,625,954 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,673,758 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,554,475 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,710,565 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,554,475 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $156,090 | 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 | $7,517,668 | 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 (128 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMANDA NGUYEN | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | NONE | I | HEINZ AWARD WINNER 2019 - PUBLIC POLICY | $250,000 | |
| BRANDON DENNISON | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | NONE | I | HEINZ AWARD WINNER 2019 - TECHNOLOGY, THE ECONOMY, AND EMPLOYMENT | $65,000 | |
| COALFIELD DEVELOPMENT CORPORATION | ||||||||
| PO BOX 1133 312 HALL STREET | WAYNE | WV | 25570 | N/A | PC | DESIGNATED PAYMENT BY BRANDON DENNISON, 2019 HEINZ AWARD WINNER- TECHNOLOGY, THE ECONOMY, AND EMPLOYMENT | $185,000 | |
| KEVIN EVERSON | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | NONE | I | HEINZ AWARD WINNER 2019 - ARTS AND HUMANITIES | $250,000 | |
| OUTDOOR AFRO | ||||||||
| 2323 BROADWAY | OAKLAND | CA | 94612 | N/A | PC | DESIGNATED PAYMENT BY RULETTE MAPP, 2019 HEINZ AWARD WINNER- ENVIRONMENT | $10,000 | |
| RULETTE MAPP | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | NONE | I | HEINZ AWARD WINNER 2019 - ENVIRONMENT | $240,000 | |
| SARAH SZANTON | ||||||||
| 625 LIBERTY AVENUE SUITE 3200 | PITTSBURGH | PA | 15222 | NONE | I | HEINZ AWARD WINNER 2019 - HUMAN CONDITION | $250,000 | |
| PHILLIPS EXETER ACADEMY | ||||||||
| 20 MAIN STREET | EXETER | NH | 038332460 | N/A | PC | SCHOLARSHIPS FOR THE 2019-20 ACADEMIC YEAR | $52,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | UNDERGRADUATE SCHOLARSHIPS FOR THE 2019-20 ACADEMIC YEAR | $179,000 | |
| AMERICAN ACADEMY OF ARTS AND SCIENCES | ||||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 02138 | N/A | PC | FOR THE ANNUAL FUND | $5,000 | |
| AMERICAN RED CROSS | ||||||||
| 2801 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | N/A | PC | FOR HURRICANE DORIAN RELIEF IN THE BAHAMAS | $10,000 | |
| AMERICAN RED CROSS | ||||||||
| 2801 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | N/A | PC | FOR HURRICANE DORIAN RELIEF IN THE BAHAMAS | $50,000 | |
| AMIGOS OF COSTA RICA | ||||||||
| 101 E GAY STREET PO BOX 748 | WEST CHESTER | PA | 19380 | N/A | PC | FOR THE RAISING CORAL COSTA RICA CORAL RESTORATION PROJECT | $50,000 | |
| THE ANDI LEADERSHIP INSTITUTE FOR YOUNG WOMEN | ||||||||
| 3709 ALBEMARLE STREET NW | WASHINGTON | DC | 20016 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $2,000 | |
| ARTS FOR THE AGING INC | ||||||||
| 15800 CRABBS BRANCH WAY SUITE 300 | ROCKVILLE | MD | 20855 | N/A | PC | FOR THE MILONGA AT THE EMBASSY EVENT | $5,000 | |
| BLAINE COUNTY RECREATION DISTRICT | ||||||||
| 1050 FOX ACRES ROAD 107 | HAILEY | ID | 83333 | N/A | GOV | FOR THE GALENA & THE TRAILS WINTER | $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 | $5,000 | |
| BROOKINGS INSTITUTION | ||||||||
| 1775 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| BUCKS COUNTY FOOD SHED ALLIANCE | ||||||||
| PO BOX 401 | DOYLESTOWN | PA | 18901 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| CARNEGIE INSTITUTE | ||||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 15213 | N/A | PC | FOR THE 2019 ANNUAL GIVING CAMPAIGN | $30,000 | |
| CARNEGIE INSTITUTE | ||||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 15213 | N/A | PC | FOR GENERAL OPERATING SUPPORT TO COMMEMORATE THE 125TH ANNIVERSARY OF THE CARNEGIE MUSEUMS | $125,000 | |
| 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 2018-19 TRUSTEE ANNUAL FUND | $25,000 | |
| CARVERSVILLE FARM FOUNDATION | ||||||||
| PO BOX 204 | CARVERSVILLE | PA | 18913 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| CATHOLIC YOUTH ASSOCIATION OF PITTSBURGH INC | ||||||||
| 286 MAIN STREET | PITTSBURGH | PA | 152012899 | N/A | PC | FOR THE 46TH ANNUAL ART ROONEY AWARD DINNER AND AUCTION | $1,500 | |
| CENTER FOR A NEW AMERICAN SECURITY | ||||||||
| 1152 15TH STREET NW SUITE 950 | WASHINGTON | DC | 20005 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $100,000 | |
| CHARITY WATER | ||||||||
| 40 WORTH STREET SUITE 330 | NEW YORK | NY | 10013 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| CHURCH BY THE SEA | ||||||||
| 2700 MAYAN DRIVE | FT LAUDERDALE | FL | 33316 | N/A | PC | FOR THE NORTHERN ABACOS RELIEF AND REBUILD FUND | $50,000 | |
| CHURCH BY THE SEA | ||||||||
| 2700 MAYAN DRIVE | FT LAUDERDALE | FL | 33316 | N/A | PC | FOR THE NORTHERN ABACOS RELIEF AND REBUILD FUND | $10,000 | |
| COLLEGE OF CHARLESTON FOUNDATION | ||||||||
| 66 GEORGE STREET | CHARLESTON | SC | 29424 | N/A | PC | FOR THE GRANT MAYO ENEY MEMORIAL ENDOWED SCHOLARSHIP | $20,000 | |
| COMMUNITY LIBRARY ASSOCIATION INC KETCHUM SUN VALLEY & TRIUMPH | ||||||||
| 415 SPRUCE AVENUE N PO BOX 2168 | KETCHUM | ID | 83340 | N/A | PC | FOR THE LIBRARY'S CORE PROGRAMMING | $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 | $5,000 | |
| COUNCIL ON FOREIGN RELATIONS | ||||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | PC | FOR THE ANNUAL FUND | $10,000 | |
| DISCOVERY LAND COMPANY FOUNDATION | ||||||||
| 301 N CANNON DRIVE SUITE 328 | BEVERLY HILLS | CA | 90210 | N/A | PC | FOR THE ABACO RELIEF FUND | $10,000 | |
| DISCOVERY LAND COMPANY FOUNDATION | ||||||||
| 301 N CANNON DRIVE SUITE 328 | BEVERLY HILLS | CA | 90210 | N/A | PC | FOR THE ABACO RELIEF FUND | $100,000 | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $25,000 | |
| EAST HARLEM SCHOOL AT EXODUS | ||||||||
| 309 EAST 103RD STREET | NEW YORK | NY | 10029 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| EAST SIDE HOUSE SETTLEMENT | ||||||||
| 337 ALEXANDER AVENUE | BRONX | NY | 10454 | N/A | PC | FOR THE WINTER ANTIQUES SHOW | $2,500 | |
| EAST SIDE HOUSE SETTLEMENT | ||||||||
| 337 ALEXANDER AVENUE | BRONX | NY | 10454 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $2,500 | |
| ENDEAVOR | ||||||||
| 900 BROADWAY SUITE 301 | NEW YORK | NY | 10003 | N/A | PC | FOR THE 2019 ENDEAVOR GALA | $25,000 | |
| ENGAGE NEPAL | ||||||||
| 5022 GRAND BEECH CT | HAYMARKET | VA | 20169 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $40,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | 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 | |
| FOR INSPIRATION AND RECOGNITION OF SCIENCE AND TECHNOLOGY FIRST | ||||||||
| 200 BEDFORD STREET | MANCHESTER | NH | 03101 | N/A | PC | FOR THE NEW TEAM GROWTH PROGRAM | $50,000 | |
| FRIENDS OF THE PITTSBURGH URBAN FOREST | ||||||||
| 32 62ND STREET | PITTSBURGH | PA | 15201 | N/A | PC | FOR THE ONE TREE PER CHILD PROJECT | $125,000 | |
| FRIENDS OF UNFPA INC | ||||||||
| 605 THIRD AVENUE 4TH FLOOR | NEW YORK | NY | 10158 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $1,000 | |
| FUND FOR PARKS AND RECREATION IN BOSTON | ||||||||
| 1010 MASSACHUSETTS AVENUE | BOSTON | MA | 02118 | N/A | PC | FOR THE BOSTON COMMON HOLIDAY DISPLAY CAMPAIGN | $2,000 | |
| GEORGETOWN HERITAGE | ||||||||
| 1000 POTOMAC STREET NW SUITE 122 | WASHINGTON | DC | 20007 | N/A | PC | FOR REVITALIZATION OF THE C&O CANAL NATIONAL HISTORIC PARK | $500 | |
| GREATER POTTSTOWN TENNIS & LEARNING ASSOCIATION | ||||||||
| 724 NORTH ADAMS STREET SUITE 203 | POTTSTOWN | PA | 19464 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| GRIST MAGAZINE INC | ||||||||
| 1201 WESTERN AVENUE SUITE 410 | SEATTLE | WA | 98101 | N/A | PC | FOR THE FIX PROGRAM | $100,000 | |
| HARVARD BUSINESS SCHOOL | ||||||||
| SOLIDERS FIELD | BOSTON | MA | 02163 | N/A | PC | FOR THE MBA CLASS OF 2001 NATIONAL DEFENSE FELLOWSHIP | $5,000 | |
| HEARTH INC | ||||||||
| 1640 WASHINGTON STREET | BOSTON | MA | 02118 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| HERRING GUT LEARNING CENTER | ||||||||
| PO BOX 286 | PORT CLYDE | ME | 04855 | N/A | PC | FOR GENERAL OPERATING SUPPORT IN HONOR OF PHYLLIS WYETH | $10,000 | |
| HIGHER GROUND | ||||||||
| PO BOX 6791 | KETCHUM | ID | 83340 | N/A | PC | FOR THE HERO'S JOURNEY GALA | $5,000 | |
| HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA | ||||||||
| 1212 SMALLMAN STREET | PITTSBURGH | PA | 15222 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $100,000 | |
| HOLT-ELWELL MEMORIAL FOUNDATION | ||||||||
| PO BOX 9 | EAST HEBRON | NH | 03241 | N/A | PC | FOR THE CAMP MOWGLIS SCHOLARSHIP ENDOWMENT | $20,000 | |
| HOLT-ELWELL MEMORIAL FOUNDATION | ||||||||
| PO BOX 9 | EAST HEBRON | NH | 03241 | N/A | PC | FOR THE CAMP MOWGLIS | $2,500 | |
| HOSPICE OF THE WOOD RIVER VALLEY INC | ||||||||
| PO BOX 4320 | KETCHUM | ID | 83340 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $2,000 | |
| LAST CHANCE RANCH | ||||||||
| 9 BECK ROAD | QUAKERTOWN | PA | 18951 | N/A | PC | FOR VETERINARY COSTS | $10,000 | |
| LEE PESKY LEARNING CENTER | ||||||||
| 3324 ELDER STREET | BOISE | ID | 83705 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $2,000 | |
| LIVING WITH WOLVES LTD | ||||||||
| PO BOX 896 | SUN VALLEY | ID | 83353 | N/A | PC | FOR THE FILM PROJECT "WHEN MANKIND MET MAN'S BEST FRIEND" | $25,000 | |
| 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 DR. LEE SCHWAMM'S RESEARCH ON WHITE MATER DISEASE | $175,000 | |
| MOCKINGBIRD MINISTRIES INC | ||||||||
| 100 WEST JEFFERSON STREET | CHARLOTTESVILLE | VA | 22902 | N/A | PC | FOR STORYMAKERSNYC | $5,000 | |
| NANTUCKET CONSERVATION FOUNDATION INC | ||||||||
| PO BOX 13 118 CLIFF ROAD | NANTUCKET | MA | 025540013 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $1,500 | |
| NANTUCKET DREAMLAND FOUNDATION | ||||||||
| PO BOX 989 | NANTUCKET | MA | 02554 | N/A | PC | FOR MISTER ROGER'S NEIGHBORHOOD PARK | $50,000 | |
| NANTUCKET HISTORICAL ASSOCIATION | ||||||||
| PO BOX 1016 | NANTUCKET | MA | 02554 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $1,000 | |
| NANTUCKET LAND COUNCIL | ||||||||
| PO BOX 502 | NANTUCKET | MA | 02554 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| NANTUCKET SUSTAINABLE DEVELOPMENT CORPORATION | ||||||||
| PO BOX 1244 | 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 "VOICES OF CHANGE" EVENT | $5,000 | |
| NATIONAL DANCE INSTITUTE INC | ||||||||
| 217 WEST 147TH STREET | NEW YORK | NY | 10039 | N/A | PC | FOR JACQUES D'AMBOISE'S 85TH BIRTHDAY CELEBRATION EVENT | $25,000 | |
| NATIONAL GALLERY OF ART | ||||||||
| 6TH AND CONSTITUTION | WASHINGTON | DC | 20565 | N/A | PC | FOR THE ANNUAL CIRCLE FUND | $20,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL INC | ||||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| 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 2019 ELEVENTH ANNUAL BENEFIT GALA | $50,000 | |
| NAVY SEAL FOUNDATION INC | ||||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | N/A | PC | FOR THE 2019 ELEVENTH ANNUAL BENEFIT GALA | $50,000 | |
| NAVY SEAL FOUNDATION INC | ||||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | N/A | PC | FOR THE "MIDWEST EVENING OF TRIBUTE" | $10,000 | |
| NAVY SEAL FOUNDATION INC | ||||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | N/A | PC | FOR THE NEW YORK CITY BENEFIT DINNER | $250,000 | |
| NEW YORK RESTORATION PROJECT | ||||||||
| 254 WEST 31ST STREET 10TH FLOOR | NEW YORK | NY | 10001 | N/A | PC | FOR THE ANNUAL HULAWEEN EVENT | $5,000 | |
| NONVIOLENT PEACEFORCE | ||||||||
| 2610 UNIVERSITY AVENUE W SUITE 550 | SAINT PAUL | MN | 55114 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $40,000 | |
| PINE MANOR COLLEGE | ||||||||
| 400 HEATH STREET | CHESTNUT HILL | MA | 02467 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $2,000 | |
| PITTSBURGH SYMPHONY | ||||||||
| 600 PENN AVENUE | PITTSBURGH | PA | 15222 | N/A | PC | FOR GENERAL OPERATING SUPPORT TO COMMEMORATE THE 125TH ANNIVERSARY OF THE PITTSBURGH SYMPHONY ORCHESTRA | $125,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| PURE GAME | ||||||||
| 22372 WOODBLUFF ROAD | LAKE FOREST | CA | 92630 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| REPRESENTUS EDUCATION FUND | ||||||||
| PO BOX 60008 | FLORENCE | MA | 01062 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $50,000 | |
| RIVER VALLEY WALDORF SCHOOL | ||||||||
| 1395 BRIDGETON HILL ROAD | UPPER BLACK EDDY | PA | 18972 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| RODALE INSTITUTE | ||||||||
| 611 SIEGFRIEDALE ROAD | KUTZTOWN | PA | 19530 | N/A | PC | FOR THE REGENERATIVE HEALTH INSTITUTE | $50,000 | |
| ROLLING HARVEST FOOD RESCUE | ||||||||
| PO BOX 693 | NEW HOPE | PA | 18938 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| ROSIE'S PLACE | ||||||||
| 889 HARRISON AVENUE | BOSTON | MA | 02118 | N/A | PC | FOR THE "FUNNY WOMENSERIOUS BUSINESS" EVENT | $10,000 | |
| RUSSELL BYERS CHARTER SCHOOL | ||||||||
| 1911 ARCH STREET | PHILADELPHIA | PA | 19103 | 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 | $5,000 | |
| SAN FRANCISCO PARKS ALLIANCE | ||||||||
| 1074 FOLSOM STREET | SAN FRANCISCO | CA | 94103 | N/A | PC | FOR THE JAPANESE TEA GARDEN "SAVE OUR PAGODA" CAMPAIGN | $5,000 | |
| 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 25TH ANNIVERSARY CELEBRATION | $25,000 | |
| SIMMONS UNIVERSITY | ||||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | N/A | PC | FOR THE NUTRITION DEPARTMENT'S ONGOING EDUCATIONAL SUPPORT AND SCHOLARSHIPS FOR FUNCTIONAL MEDICINE EDUCATION OFFERED TO GRADUATE LEVEL STUDENTS | $20,000 | |
| SPAULDING REHABILITATION HOSPITAL CORPORATION | ||||||||
| 1575 CAMBRIDGE STREET | CAMBRIDGE | MA | 02138 | N/A | PC | FOR DR. ZAFONTE'S STUDY ON ACQUIRED BRAIN INJURY RESILIENCE AND RECOVERY | $275,000 | |
| 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 CHILDREN, YOUTH, AND FAMILY | $10,000 | |
| STANFORD UNIVERSITY | ||||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | N/A | PC | FOR THE "SUSTAINABLE, LIVABLE CITIES FOR ALL: NATURE EXPOSURE AND MENTAL HEALTH" STUDY | $100,000 | |
| STEEL CITY SQUASH | ||||||||
| 140 TREES HALL | PITTSBURGH | PA | 15261 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| SUN VALLEY CENTER FOR THE ARTS AND HUMANITIES | ||||||||
| PO BOX 656 | SUN VALLEY | ID | 83353 | N/A | PC | FOR THE 2019 WINE AUCTION | $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 COMMUNITY SCHOOL INC | ||||||||
| PO BOX 2118 | SUN VALLEY | ID | 83353 | N/A | PC | FOR THE SUN VALLEY SKI ACADEMY STUDENT SCHOLARSHIP PROGRAM AND SKI EQUIPMENT | $50,000 | |
| SUN VALLEY COMMUNITY SCHOOL INC | ||||||||
| PO BOX 2118 | SUN VALLEY | ID | 83353 | N/A | PC | FOR THE CHESS AFTER SCHOOL PROGRAM | $8,000 | |
| SUN VALLEY INSTITUTE FOR RESILIENCE | ||||||||
| PO BOX 5569 | KETCHUM | ID | 83340 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $40,000 | |
| SUN VALLEY INSTITUTE FOR RESILIENCE | ||||||||
| PO BOX 5569 | KETCHUM | ID | 83340 | N/A | PC | FOR THE YOUTH FORUM | $35,000 | |
| 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 "MINI-FESTIVAL" TO COMMEMORATE THE 250TH ANNIVERSARY OF LUDWIG VAN BEETHOVEN'S BIRTH | $20,000 | |
| SUN VALLEY SKI EDUCATION FOUNDATION | ||||||||
| PO BOX 203 | SUN VALLEY | ID | 83353 | N/A | PC | FOR THE ROTARUN SKI AREA | $50,000 | |
| SUN VALLEY SKI EDUCATION FOUNDATION | ||||||||
| PO BOX 203 | SUN VALLEY | ID | 83353 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| SUN VALLEY WRITES' CONFERENCE | ||||||||
| PO BOX 957 | KETCHUM | ID | 83340 | N/A | PC | FOR THE 2020 WRITERS' CONFERENCE | $20,000 | |
| TAOS COMMUNITY FOUNDATION | ||||||||
| PO BOX 1925 | TAOS | NM | 87571 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| TEAM RUBICON | ||||||||
| 6171 WEST CENTURY BOULEVARD SUITE | LOS ANGELES | CA | 90045 | N/A | PC | FOR HURRICANE DORIAN RELIEF | $10,000 | 310 |
| TEAM RUBICON | ||||||||
| 6171 WEST CENTURY BOULEVARD SUITE | LOS ANGELES | CA | 90045 | N/A | PC | FOR HURRICANE DORIAN RELIEF | $100,000 | 310 |
| TRUST FOR CONSERVATION INNOVATION DBA MULTIPLIER | ||||||||
| 405 14TH STREET SUITE 164 | OAKLAND | CA | 94612 | N/A | PC | FOR PROJECT WAYFINDER | $2,500 | |
| TRUSTEES OF COLUMBIA UNIVERSITY | ||||||||
| 2880 BROADWAY | NEW YORK | NY | 10025 | N/A | PC | FOR THE INCLUSIVE CLIMATE JOURNALISM PROJECT | $50,000 | |
| 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 | |
| THE UCLA FOUNDATION | ||||||||
| BOX 951784 3132 PVUB | LOS ANGELES | CA | 90095 | N/A | PC | FOR THE UCLA HEALTH GREATEST NEEDS FUND STEIN MATCHING CAMPAIGN | $1,000 | |
| THE UNIT SCHOLARSHIP FUND | ||||||||
| PO BOX 73338 | FORT BRAGG | NC | 28307 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| UNITE FOR HER | ||||||||
| 127 EAST CHESTNUT STREET | WEST CHESTER | PA | 19380 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $10,000 | |
| UNIVERSITY OF PITTSBURGH | ||||||||
| 4200 FIFTH AVENUE | PITTSBURGH | PA | 15260 | N/A | PC | FOR THE HEINZ CHAPEL BUILDING FUND | $250,000 | |
| WGBH EDUCATIONAL FOUNDATION | ||||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | N/A | PC | FOR THE MASTERPIECE TRUST | $25,000 | |
| WOODLEY HOUSE INC | ||||||||
| 6856 EASTERN AVENUE NW | WASHINGTON | DC | 20012 | N/A | PC | FOR THE ANNUAL WOODLEY HOUSE MOVIE BENEFIT EVENT | $2,500 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 1342 FLORIDA AVENUE NW | WASHINGTON | DC | 20009 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $45,000 | |
| YALE UNIVERSITY | ||||||||
| 205 PROSPECT STREET | NEW HAVEN | CT | 06511 | N/A | PC | FOR YALE ENVIRONMENT 360 | $10,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $5,000 | |
| YOUTHBUILD USA | ||||||||
| 58 DAY STREET | SOMERVILLE | MA | 02144 | N/A | PC | FOR GENERAL OPERATING SUPPORT | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,161,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA STREET SUITE 540 | BOSTON | MA | 02114 | N/A | PC | FOR DR. LEE SCHWAMM'S RESEARCH ON WHITE MATER DISEASE | $75,000 |
| WGBH | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | N/A | PC | FOR THE MASTERPIECE TRUST | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $125,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,158,740 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900003 | BusinessCd |
| Unrelated Business Taxbl Incm | $14,251 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,851,191 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| INCOME FROM PARTNERSHIPS | 900000 | -$3,785 | ||
| 01 | $49,157 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $10,466 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,059,088 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,069,554 | 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 | $27,849 | Amt |
| Net Investment Income | $1,149 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,824 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART VIII, LINE 1 | MCALL CRAVENS AND MICHELE BATTLE ARE EMPLOYEES OF THE HEINZ FAMILY OFFICE, AND, AS A RESULT, THE HEINZ FAMILY OFFICE PAYS THEIR RESPECTIVE SALARIES AND BENEFITS. THE HEINZ FAMILY FOUNDATION HAS NO EMPLOYEES, AND CONTRACTS THE HEINZ FAMILY OFFICE'S EMPLOYEES TO PROVIDE ITS SERVICES. THE SALARY AND BENEFIT AMOUNTS LISTED IN PART VIII, LINE 1 ARE ALSO REFLECTED IN PART VIII, LINE 3 OF FORM 990-PF UNDER COMPENSATION PAID TO THE HEINZ FAMILY OFFICE FOR CONTRACTED SERVICES. |
| FORM 990-PF, PART VIII, LINE 2 | COMPENSATION OF THE FIVE HIGHEST PAID EMPLOYEES - THESE INDIVIDUALS ARE EMPLOYEES OF THE HEINZ FAMILY OFFICE AND, AS A RESULT, THE HEINZ FAMILY OFFICE PAYS THEIR RESPECTIVE SALARIES AND BENEFITS. THE HEINZ FAMILY FOUNDATION HAS NO EMPLOYEES, AND CONTRACTS WITH THE HEINZ FAMILY OFFICE'S EMPLOYEES TO PROVIDE SERVICES. THE SALARY AND BENEFITS AMOUNTS LISTED IN PART VIII, LINE 2 ARE ALSO REFLECTED IN PART VIII, LINE 3 OF FORM 990-PF UNDER COMPENSATION PAID TO HEINZ FAMILY OFFICE FOR CONTRACTED EMPLOYEE SERVICES. THE ABOVE INFORMATION REGARDING THE FIVE HIGHEST PAID EMPLOYEES IS NOT REQUIRED TO BE DISCLOSED ON THE RETURN AND IS REPORTED FOR TRANSPARENCY PURPOSES. |
| FORM 990-PF, PART XV, LINE 2 | THE HEINZ FAMILY FOUNDATION DOES NOT CONSIDER UNSOLICITED REQUESTS FOR GRANTS. THE HEINZ FAMILY FOUNDATION MAKES GRANTS ONLY TO PRIOR SELECTED ORGANIZATIONS THAT ARE PUBLIC CHARITIES AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE HEINZ FAMILY FOUNDATION IS NOT PERMITTED BY THE U.S. GOVERNMENT TAX LAWS TO MAKE GRANTS TO INDIVIDUALS OR ORGANIZATIONS UNLESS THEY ARE A QUALIFIED 501(C)(3) PUBLIC CHARITY IN THE UNITED STATES, WITH THE EXCEPTION OF THE HEINZ AWARD WINNERS. THE HEINZ AWARDS ARE GRANTED IN ACCORDANCE WITH IRC SECTION 4945(G) ON AN OBJECTIVE AND NONDISCRIMINATORY BASIS PURSUANT TO A PROCEDURE APPROVED IN ADVANCE BY THE INTERNAL REVENUE SERVICE. |
| FORM 990-PF, PART VIII, LINE 1 | PER SECTION 2.01 OF THE HEINZ FAMILY FOUNDATION BYLAWS, THE DUTIES AND RESPONSIBILITIES OF THE TERM DIRECTORS SHALL BE LIMITED TO ISSUES RELATED TO THE HEINZ AWARDS PROGRAM. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (51 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 457 SHS ALPHABET INC (BROAD RUN - AWARDS) | $505,129 | $611,017 |
| 3,468 SHS AMERICAN TOWER CORP (BROAD RUN - AWARDS) | $493,724 | $797,016 |
| 969 SHS AMETEK INC NEW (BROAD RUN - AWARDS) | $71,778 | $96,648 |
| 6,913 SHS CARMAX INC (BROAD RUN - AWARDS) | $464,320 | $606,063 |
| 3,798 SHS WALT DISNEY (BROAD RUN - AWARDS) | $329,469 | $549,305 |
| 693 SHS FACEBOOK INC (BROAD RUN - AWARDS) | $129,507 | $142,238 |
| 504 SHS MARKEL CORP (BROAD RUN - AWARDS) | $570,984 | $576,158 |
| 1,763 SHS O'REILLY AUTOMOTIVE INC (BROAD RUN - AWARDS) | $451,153 | $772,652 |
| 2,992 SHS SS&C TECH HOLDINGS (BROAD RUN - AWARDS) | $147,915 | $183,709 |
| 8,153 SHS SCHWAB CHARLES CORP (BROAD RUN - AWARDS) | $430,099 | $387,757 |
| 5,351 SHS HEXCEL CORP NEW (BROAD RUN - AWARDS) | $346,182 | $392,282 |
| 49 SHS NVR INC (BROAD RUN - AWARDS) | $160,447 | $186,612 |
| 3,845 SHS AMERICAN WOODMARK CORP (BROAD RUN - AWARDS) | $436,843 | $401,841 |
| 35,629 SHS DRIVE SHACK (BROAD RUN - AWARDS) | $192,952 | $130,402 |
| 8,583 SHS ENCORE CAP GROUP INC (BROAD RUN - AWARDS) | $351,737 | $303,495 |
| 12,332 SHS ASHTEAD GROUP PLC (BROAD RUN - AWARDS) | $352,541 | $394,371 |
| 10,391 SHS BROOKFIELD ASSET MANAGE (BROAD RUN - AWARDS) | $438,229 | $600,600 |
| 196 SHS ALPHABET INC (BROAD RUN - T&J) | $213,990 | $262,055 |
| 1,488 SHS AMERICAN TOWER CORP (BROAD RUN - T&J) | $212,380 | $341,972 |
| 416 SHS AMETEK INC NEW (BROAD RUN - T&J) | $30,816 | $41,492 |
| 2,966 SHS CARMAX INC (BROAD RUN - T&J) | $196,869 | $260,029 |
| 1,629 SHS WALT DISNEY (BROAD RUN - T&J) | $133,358 | $235,602 |
| 297 SHS FACEBOOK INC (BROAD RUN - T&J) | $55,437 | $60,959 |
| 216 SHS MARKEL CORP (BROAD RUN - T&J) | $245,994 | $246,925 |
| 756 SHS O'REILLY AUTOMOTIVE INC (BROAD RUN - T&J) | $192,252 | $331,325 |
| 1,284 SHS SS&C TECH HOLDINGS (BROAD RUN - T&J) | $63,477 | $78,838 |
| 3,498 SHS SCHWAB CHARLES CORP (BROAD RUN - T&J) | $183,247 | $166,365 |
| 2,296 SHS HEXCEL CORP NEW (BROAD RUN - T&J) | $146,651 | $168,320 |
| 21 SHS NVR INC (BROAD RUN - T&J) | $69,086 | $79,977 |
| 1,650 SHS AMERICAN WOODMARK CORP (BROAD RUN - T&J) | $193,235 | $172,442 |
| 15,285 SHS DRIVE SHACK (BROAD RUN - T&J) | $80,416 | $55,943 |
| 3,682 SHS ENCORE CAP GROUP INC (BROAD RUN - T&J) | $152,470 | $130,196 |
| 5,291 SHS ASHTEAD GROUP PLC (BROAD RUN - T&J) | $149,705 | $169,203 |
| 4,458 SHS BROOKFIELD ASSET MANAGE (BROAD RUN - T&J) | $188,710 | $257,672 |
| FOREIGN EQUITIES | $28,395,988 | $31,370,113 |
| OAKMARK INCOME AND EQUITY FUND - EXETER | $1,041,861 | $1,072,231 |
| OAKMARK INCOME AND EQUITY FUND - YALE | $3,680,927 | $3,776,712 |
| VIRTUS SEIX FLOATING RATE HIGH INCOME FUND - AWARDS | $2,000,000 | $1,860,465 |
| VIRTUS SEIX FLOATING RATE HIGH INCOME FUND - T&J | $1,000,000 | $930,233 |
| ISHARES RUSSEL 1000 INDEX - AWARDS | $2,610,971 | $4,834,468 |
| ISHARES RUSSEL 1000 INDEX - T&J | $1,138,686 | $2,108,388 |
| WHITESPRUCE -AWARDS | $4,000,000 | $4,236,370 |
| FPR PARTNERS - AWARDS | $4,000,000 | $4,251,345 |
| CAT ROCK OPPORTUNITIES FUND - AWARDS | $70,000 | $70,586 |
| ABDIEL QUALIFIED OFFSHORE PARTNERS - AWARDS | $2,000,000 | $2,000,000 |
| SCHRODER CORE BOND FUNDS - AWARDS | $11,004,320 | $10,785,297 |
| WHITESPRUCE - T&J | $2,000,000 | $2,118,184 |
| FPR PARTNERS - T&J | $2,000,000 | $2,125,672 |
| CAT ROCK OPPORTUNITIES FUND - T&J | $35,000 | $35,292 |
| ABDIEL QUALIFIED OFFSHORE PARTNERS - T&J | $1,000,000 | $1,000,000 |
| SCHRODER CORE BOND FUNDS - T&J | $3,520,156 | $3,450,300 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $1,299,982 | $1,298,920 | $1,062 | $1,062 |
| FURNITURE & FIXTURES | $336,271 | $316,267 | $20,004 | $20,004 |
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 | $62,027 | LegalFeesAmt |
| Net Investment Income | $41,354 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,316 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (22 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARK ST. VI CAP. PRIVATE EQUITY | $744,417 | $733,516 | $246,324 |
| PARK ST. VII CAP. PRIVATE EQUITY | $776,250 | $732,600 | $284,163 |
| PARK ST. VIII CAP. PRIVATE EQUITY | $914,984 | $850,859 | $852,464 |
| TUCKER ANTHONY III | $1,052,260 | ||
| PARK STREET NATURAL RESOURCES | $517,417 | $517,417 | $12,279 |
| DAVIDSON KEMPNER | $2,445,000 | $2,445,000 | $5,083,695 |
| STARK ASSET MGMT (SHEPHERD) | $32,227 | $32,227 | $32,306 |
| KENSICO PARTNERS | $848,288 | $848,288 | $5,127,773 |
| COATUE PARTNERS | $400,000 | $400,000 | $2,762,611 |
| CANYON VALUE REALIZATION FUND | $5,013,401 | $3,760,051 | $5,301,915 |
| PARK ST. IX CAP. PRIVATE EQUITY | $1,218,700 | $1,122,700 | $988,617 |
| SENATOR GLOBAL OPPORTUNITY OFFSHORE FUND | $1,500,000 | $0 | $0 |
| ROYSTONE CAPITAL OFFSHORE FUND | $3,500,000 | $198,288 | $198,288 |
| CERES FARMS, LLC | $5,700,000 | $5,700,000 | $6,786,701 |
| DL PARTNERS OPPORTUNITIES FUND | $3,000,000 | $3,000,000 | $2,634,086 |
| ITE RAIL FUND | $2,500,000 | $2,500,000 | $2,825,435 |
| HARVEST MLP INCOME FUND | $1,400,000 | $1,400,000 | $1,330,838 |
| RIVERNORTH INSTITUTIONAL PARTNERS | $2,600,000 | $2,600,000 | $3,153,907 |
| HOLLYPORT SECONDARY OPPS VI | $1,800,158 | $2,100,158 | $3,294,174 |
| KLINE HILL OFFSHORE II | $468,521 | $1,339,438 | $1,718,021 |
| SAMLYN OFFSHORE | $2,000,000 | $2,000,000 | $2,236,663 |
| POINTER OFFSHORE LTD | $3,500,000 | $3,500,000 |
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 (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $21,333 | $1,067 | $20,266 |
| MISC OFFICE | $6,642 | $333 | $6,309 |
| OFFICE SUPPLIES | $7,254 | $363 | $6,891 |
| DUES & SUBSCRIPTIONS | $325 | $16 | $309 |
| POSTAGE & MESSENGER EXPENSES | $14,643 | $732 | $13,911 |
| PHONE/FAX | $7,640 | $382 | $7,258 |
| FLOWTHROUGH FROM PARTNERSHIPS | $0 | $340,304 | $0 |
| EQUIPMENT & FURNITURE MAINTENANCE | $80,892 | $4,045 | $76,847 |
| DISPOSAL OF FIXED ASSET | $201 | $10 | $0 |
| RESEARCH EXPENSES | $4,206 | $0 | $4,206 |
| DIRECT HEINZ AWARDS EXPENSES | $586,191 | $0 | $586,191 |
| EMPLOYEE TRAINING | $423 | $21 | $402 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME FROM PARTNERSHIPS | -$3,785 | $0 | -$3,785 |
| $49,157 | $49,157 | $49,157 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGENCY LIABILITIES | Desc |
| BOY Book Value | $4,597,336 | BOYBookValueAmt |
| EOY Book Value | $4,750,460 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $347,739 | $355,976 | $0 |
| INVESTMENT CONSULTING | $20,000 | $20,000 | $0 |
| TEMPORARY SECRETARIAL/CLERICAL | $11,694 | $585 | $11,110 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX - FLOWTHROUGH FROM PARTNERSHIPS | $0 | $40,351 | $0 |
| FEDERAL INCOME TAX | $138,068 | $0 | $0 |
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