2026-05-11T11:47:10-05:00 2025-12-31 651164012 PROSPERITY PARTNERS 225 W WASHINGTON ST STE 2600 CHICAGO IL 60606 990PF 2025-01-01 364486644 JAMES & NANCY HEINZ FAMILY FOUNDATION JAME 3122242400 316 NEPTUNES BIGHT NAPLES FL 34103 JAMES F HEINZ PRESIDENT 3122242400 2026-05-05 1 JUSTIN SHELMAN P01285183 3124610514 2026-05-05 2025 2025-03-06 01:10:19Z X 155625 X 5000 X 5937 5937 0 140000 0 10937 5937 0 0 0 4473 3824 649 4473 3824 649 19000 19000 23473 3824 19649 -12536 2113 20123 10912 10912 137399 144713 144713 5000 0 0 162522 155625 155625 0 0 X 0 0 993022 993022 -830500 -837397 162522 155625 162522 155625 162522 -12536 5639 155625 0 155625 140,000.00 PAR US TREASURY NOTE P 2024-07-19 2025-06-12 140000 140000 0 0 0 29 0 29 0 29 0 0 0 0 0 0 29 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 0 N/A JAMES F NANCY D HEINZ JR 3122242400 801 W ADAMS STREET 500 CHICAGO IL 606073013 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES F HEINZ 316 NEPTUNES BIGHT NAPLES FL 34103 PRESIDENT 0.00 0 0 0 NANCY D HEINZ 316 NEPTUNES BIGHT NAPLES FL 34103 VICE PRESIDENT 0.00 0 0 0 NONE 0 NONE 0 0 141775 11810 0 153585 0 0 153585 2304 151281 7564 7564 29 29 7535 0 7535 0 7535 19649 0 19649 7535 0 0 33970 11276 12136 35297 5718 98397 19649 0 0 0 7535 12114 0 0 110511 0 0 0 0 0 0 33970 76541 11276 12136 35297 5718 12114 JAMES HEINZ 316 NEPTUNES BIGHT NAPLES FL 34103 3124610876 NO PARTICULAR FORM IS REQUIRED. A LETTER IS SUFFICIENT. NO DEADLINE EXISTS. THE ORGANIZATION MUST BE QUALIFIED UNDER IRC SEC 170(C). LAKE GENEVA COUNTRY CLUB FOUNDATION W3398 S LAKE SHORE DR LAKE GENEVA WI 53147 NONE NC PROVIDES YEARLY SCHOLARSHIPS AND FINANCIAL SUPPORT TO ASSIST THE LAKE GENEVA COUNTRY CLUB STAFF, THEIR FAMILY MEMBERS, AND OTHER SUITABLE RECIPIENTS IN FURTHERING THEIR EDUCATION. 7000 NAVY SEAL FOUNDATION 1619 D ST BLDG 5326 VIRGINIA BEACH VA 23459 NONE NC TO HELP RETIRED VETERANS WITH CHALLENGES IN THEIR NEXT CAREER PATHS 10000 ST JUDES 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE PC ST. JUDE IS LEADING THE WAY THE WORLD UNDERSTANDINGS, TREATS AND DEFEATS CHILDHOOD CANCER AND OTHER LIFE THEATENING DISEASES. 2000 19000 0 14 5937 18 0 5937 0 5937 0 0 0 0 0 0 0 0 0 0 144713 144713 0 0 OTHER ASSET 5000 UNREALIZED GAINS OR LOSSES ON INVESTMENTS 5639 INVESTMENT FEES 212 212 0 LEGAL AND PROFESSIONAL FEES 4250 3612 638 BANK FEES 11 0 11