Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
HEINZ FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)625 LIBERTY AVENUE NO 3200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15222
A Employer identification number

25-1689382
B Telephone number (see instructions)

(412) 497-5775
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$124,506,933J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,203,863 2,020,192  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,361,475
b Gross sales price for all assets on line 6a 7,109,984
7 Capital gain net income (from Part IV, line 2)... 3,926,411
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 110,694 -218,374  
12 Total. Add lines 1 through 11........ 4,676,032 5,728,229  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 39,684 1,984   37,700
14 Other employee salaries and wages...... 474,813 23,741   451,072
15 Pension plans, employee benefits....... 146,254 7,313   138,941
16a Legal fees (attach schedule)......... Click to see attachment 50,469 12,897   34,880
b Accounting fees (attach schedule)....... Click to see attachment 25,078 1,055   20,045
c Other professional fees (attach schedule).... Click to see attachment 303,210 308,535   0
17 Interest...............   84,244    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 31,055 34,540   0
19 Depreciation (attach schedule) and depletion... 12,249 612  
20 Occupancy.............. 139,843 6,992   132,851
21 Travel, conferences, and meetings....... 8,511 426   8,085
22 Printing and publications.......... 1,467 73   1,394
23 Other expenses (attach schedule)....... Click to see attachment 682,785 401,818   674,916
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,915,418 884,230   1,499,884
25 Contributions, gifts, grants paid....... 4,713,000 4,945,000
26 Total expenses and disbursements. Add lines 24 and 25 6,628,418 884,230   6,444,884
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,952,386
b Net investment income (if negative, enter -0-) 4,843,999
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,406 5,350 5,350
2 Savings and temporary cash investments......... 21,446,728 2,762,784 2,762,784
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 60,199,478 Click to see attachment74,219,615 74,113,164
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet1,640,740
Less: accumulated depreciation (attach schedule) bullet1,617,335 16,189 Click to see attachment23,405 23,405
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 479,590 Click to see attachment479,590 479,590
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment35,583,695 Click to see attachment38,431,623 Click to see attachment47,122,640
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 117,728,086 115,922,367 124,506,933
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 751,000 75,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment4,450,669 Click to see attachment4,597,336
23 Total liabilities (add lines 17 through 22)......... 5,201,669 4,672,336
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 112,526,417 111,250,031
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 112,526,417 111,250,031
31 Total liabilities and net assets/fund balances (see instructions). 117,728,086 115,922,367
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
112,526,417
2
Enter amount from Part I, line 27a .....................
2
-1,952,386
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
676,000
4
Add lines 1, 2, and 3 ..........................
4
111,250,031
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
111,250,031
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b FLOWTHROUGH FROM PARTNERSHIP P    
c CAPITAL GAIN DISTRIBUTIONS P    
d TAX BASIS LOSS TUCKER ANTHONY PRIVATE EQUITY FUND IV, LP P    
e TAX BASIS LOSS HIGHCLERE INTERNATIONAL INVESTORS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,303,376   3,165,874 2,137,502
b 1,488,086     1,488,086
c 318,522     318,522
d     12,891 -12,891
e     4,808 -4,808
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,137,502
b       1,488,086
c       318,522
d       -12,891
e       -4,808
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,926,411
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 5,961,959 136,227,423 0.043765
2016 3,213,359 125,532,120 0.025598
2015 4,381,707 129,052,160 0.033953
2014 3,314,058 130,830,503 0.025331
2013 1,906,897 121,398,934 0.015708
2
Total of line 1, column (d) .....................
2
0.144355
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.028871
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
133,752,060
5
Multiply line 4 by line 3......................
5
3,861,556
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
48,440
7
Add lines 5 and 6........................
7
3,909,996
8
Enter qualifying distributions from Part XII, line 4,.............
8
6,464,160
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 48,440
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 48,440
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 48,440
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 101,651
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 116,651
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 68,211
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet68,211 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMICHELE M BATTLE Telephone no.bullet (412) 497-5775

    Located atbullet625 LIBERTY AVENUE SUITE 3200PITTSBURGHPA ZIP+4bullet15222
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    TERESA HEINZ CHAIR/CEO
    2.00     		0 0 0
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222
    ANDRE HEINZ CLASS B PERMANENT DIRECTOR
    1.00     		0 0 0
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222
    CHRISTOPHER HEINZ APPOINTED 102018 CLASS B PERMANENT DIRECTOR
    1.00     		0 0 0
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222
    RONALD DAVENPORT TERM DIRECTOR
    1.00     		0 0 0
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222
    ARIE KOPELMAN TERM DIRECTOR
    1.00     		0 0 0
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222
    LINDA K SMITH ESQ TERM DIRECTOR
    2.00     		0 0 0
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222
    THEODORE H STEBBINS JR TERM DIRECTOR
    1.00     		0 0 0
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222
    WENDY MACKENZIE SECRETARY AND TERM DIRECTOR
    1.00     		0 0 0
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222
    ANDREW EBERHART RESIGNED 32018 CHIEF INVESTMENT OFFICER
    1.00     		0 0 0
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222
    MICHELE BATTLE TREASURER
    5.00     		35,138 4,546 0
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    KIM O'DELL DIRECTOR/HEINZ AWARD
    40.00     		130,500 34,131 0
    625 LIBERTY AVE STE 3200
    PITTSBURGH,PA15222
    JONATHAN GREENE PROGRAM OFFICER
    40.00     		83,000 20,946 0
    625 LIBERTY AVE STE 3200
    PITTSBURGH,PA15222
    HALLEY CASEY EXECUTIVE ASSISTANT
    40.00     		61,700 17,755 0
    625 LIBERTY AVE STE 3200
    PITTSBURGH,PA15222
    LISA GIORGETTI PROGRAM OFFICER
    24.00     		58,000 9,376 0
    625 LIBERTY AVE STE 3200
    PITTSBURGH,PA15222
    MOLLY MEHLING PROGRAM OFFICER
    24.00     		56,700 9,266 0
    625 LIBERTY AVE STE 3200
    PITTSBURGH,PA15222
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    HEINZ FAMILY OFFICE CONTRACTED EMPLOYEE SERVICES 642,742
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222
    LYRICAL ASSET MANAGEMENT INVESTMENT CONSULTING SERVICES 95,534
    405 PARK AVENUE 6TH FLOOR
    NEW YORK,NY10022
    BURNESS COMMUNICATIONS HEINZ AWARDS PUBLIC RELATIONS CONSULTING 67,030
    7910 WOODMONT AVENUE SUITE 700
    BETHESDA,MD208147034
    BROAD RUN INVESTMENT MANAGEMENT LLC INVESTMENT CONSULTING SERVICES 66,402
    1530 WILSON BLVRD STE 530
    ARLINGTON,VA22209
    CAMBRIDGE ASSOCIATES INVESTMENT CONSULTING SERVICES 60,000
    PO BOX 412015
    BOSTON,MA022412015
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 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 2018, 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. 2,035,652
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    67,456,439
    b
    Average of monthly cash balances.......................
    1b
    10,129,221
    c
    Fair market value of all other assets (see instructions)................
    1c
    58,203,233
    d
    Total (add lines 1a, b, and c).........................
    1d
    135,788,893
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    135,788,893
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,036,833
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    133,752,060
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    6,687,603
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    6,687,603
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    48,440
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
    44,229
    c
    Add lines 2a and 2b............................
    2c
    92,669
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,594,934
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    6,594,934
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    6,594,934
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    6,444,884
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    19,276
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    6,464,160
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    48,440
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    6,415,720
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 6,594,934
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 6,423,701
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 6,464,160
    a Applied to 2017, but not more than line 2a 6,423,701
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 40,459
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		6,554,475
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    TERESA HEINZ
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    CROSS PERFORMANCE INC
    140 SECOND AVENUE
    NEW YORK,NY10003     		N/A PC DESIGNATED PAYMENT BY RALPH LEMON, 2018 HEINZ AWARD WINNER-ARTS AND HUMANITIES 50,000
    RALPH LEMON
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222     		NONE I HEINZ AWARD WINNER 2018 - ARTS AND HUMANITIES 200,000
    ENRIC SALA
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222     		NONE I HEINZ AWARD WINNER 2018 - PUBLIC POLICY 250,000
    LINDA ROTTENBERG
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222     		NONE I HEINZ AWARD WINNER 2018 - TECHNOLOGY, THE ECONOMY, AND EMPLOYMENT 250,000
    NORMAN ATKINS
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222     		NONE I HEINZ AWARD WINNER 2018 - HUMAN CONDITION 250,000
    SHERRI MASON
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222     		NONE I HEINZ AWARD WINNER 2018 - PUBLIC POLICY 250,000
    UNIVERSITY OF ILLINOIS FOUNDATION
    1305 WEST GREEN STREET MC-386
    URBANA,IL61801     		N/A PC DESIGNATED PAYMENT BY FRANCES KUO, PH.D., 2018 HEINZ AWARD WINNER-ENVIRONMENT 250,000
    PHILLIPS EXETER ACADEMY
    20 MAIN STREET
    EXETER,NH038332460     		N/A PC SCHOLARSHIPS FOR THE 2018-19 ACADEMIC YEAR 52,000
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521     		N/A PC UNDERGRADUATE SCHOLARSHIPS FOR THE 2018-19 ACADEMIC YEAR 180,000
    826 NATIONAL
    44 GOUGH STREET SUITE 206
    SAN FRANCISCO,CA94103     		N/A PC FOR GENERAL OPERATING SUPPORT 25,000
    ALL IN ALL THE TIME
    2133 UPTON DRIVE 126-429
    VIRGINIA BEACH,VA23454     		N/A PC FOR SUPPORT OF BAKERSFIELD EVENT 5,000
    AMERICAN ACADEMY OF ARTS AND SCIENCES
    136 IRVING STREET
    CAMBRIDGE,MA02138     		N/A PC FOR THE ANNUAL FUND 5,000
    THE ANDI LEADERSHIP INSTITUTE FOR YOUNG WOMEN
    1793 LANIER PLACE 5
    WASHINGTON,DC20009     		N/A PC FOR GENERAL OPERATING SUPPORT 25,000
    ARTS FOR THE AGING INC
    12320 PARKLAWN DRIVE
    ROCKVILLE,MD20852     		N/A PC FOR THE 30TH ANNUAL GALA AND AWARDS DINNER EVENT 10,000
    BLAINE COUNTY RECREATION DISTRICT
    1050 FOX ACRES ROAD 107
    HAILEY,ID83333     		N/A GOV FOR THE GALENA LODGE 50,000
    THE BREAST CANCER RESEARCH FOUNDATION INC
    60 EAST 56TH STREET 8TH FLOOR
    NEW YORK,NY10022     		N/A PC FOR THE BOSTON HOT PINK PARTY 10,000
    BROOKINGS INSTITUTION
    1775 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC20036     		N/A PC FOR GENERAL OPERATING SUPPORT 25,000
    BUCKS COUNTY FOOD SHED ALLIANCE
    PO BOX 401
    DOYLESTOWN,PA18901     		N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    CARNEGIE INSTITUTE
    4400 FORBES AVENUE
    PITTSBURGH,PA15213     		N/A PC FOR THE 2018 ANNUAL GIVING CAMPAIGN 25,000
    CARNEGIE INSTITUTE MUSEUM OF ART
    4400 FORBES AVENUE
    PITTSBURGH,PA15213     		N/A PC FOR THE FELLOWS FUND 5,000
    CARNEGIE MELLON UNIVERSITY
    5000 FORBES AVENUE
    PITTSBURGH,PA15213     		N/A PC FOR THE 2017-18 TRUSTEE ANNUAL FUND 20,000
    CARNEGIE MELLON UNIVERSITY
    5000 FORBES AVENUE
    PITTSBURGH,PA15213     		N/A PC FOR THE CHILDREN'S SCHOOL 150TH ANNIVERSARY FUNDRAISER 2,500
    CARNEGIE MELLON UNIVERSITY
    5000 FORBES AVENUE
    PITTSBURGH,PA15213     		N/A PC FOR THE CHILDREN'S SCHOOL 150TH ANNIVERSARY FUNDRAISER 25,000
    CARNEGIE MELLON UNIVERSITY
    5000 FORBES AVENUE
    PITTSBURGH,PA15213     		N/A PC FOR THE CHILDREN'S SCHOOL 150TH ANNIVERSARY FUNDRAISER 2,500
    CARVERSVILLE FARM FOUNDATION
    PO BOX 204
    CARVERSVILLE,PA18913     		N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    CATHOLIC YOUTH ASSOCIATION OF PITTSBURGH INC
    286 MAIN STREET
    PITTSBURGH,PA152012899     		N/A PC FOR THE 45TH ANNUAL ART ROONEY AWARD DINNER AND AUCTION 1,000
    CENTER FOR A NEW AMERICAN SECURITY
    1152 15TH STREET NW SUITE 950
    WASHINGTON,DC20005     		N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    CENTER FOR A NEW AMERICAN SECURITY
    1152 15TH STREET NW SUITE 950
    WASHINGTON,DC20005     		N/A PC FOR GENERAL OPERATING SUPPORT 100,000
    CENTER FOR YOUTH WELLNESS
    1329 EVANS AVENUE
    SAN FRANCISCO,CA94124     		N/A PC FOR THE NATIONAL PEDIATRIC PRACTICE COMMUNITY 25,000
    THE CHARACTER LAB
    3401 MARKET STREET SUITE 202
    PHILADELPHIA,PA19104     		N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    CHARITY WATER
    40 WORTH STREET SUITE 330
    NEW YORK,NY10013     		N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    CLIMATE RIDE
    111 NORTH HIGGINS AVENUE SUITE 415
    MISSOULA,MT59802     		N/A PC FOR GENERAL OPERATING SUPPORT 10,000
    COLONEL DANIEL MARR BOYS AND GIRLS CLUB
    1135 DORCHESTER AVENUE
    DORCHESTER,MA02125     		N/A PC FOR THE 25TH ANNUAL NEW ENGLAND WOMEN'S LEADERSHIP AWARDS 2,000
    THE COMMUNITY LIBRARY
    415 SPRUCE AVENUE N PO BOX 2168
    KETCHUM,ID83340     		N/A PC FOR THE CAPITAL CAMPAIGN 500,000
    COMMUNITY SCHOOL INC
    PO BOX 2118
    SUN VALLEY,ID83353     		N/A PC FOR THE SUN VALLEY SKI ACADEMY STUDENT SCHOLARSHIP 50,000
    COMMUNITY SCHOOL INC
    PO BOX 2118
    SUN VALLEY,ID83353     		N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    COUNCIL ON FOREIGN RELATIONS
    58 EAST 68TH STREET
    NEW YORK,NY10065     		N/A PC FOR THE ANNUAL FUND 10,000
    DISCOVERY LAND COMPANY FOUNDATION
    301 N CANNON DRIVE SUITE 328
    BEVERLY HILLS,CA90210     		N/A PC FOR GENERAL OPERATING SUPPORT 17,500
    DOCTORS WITHOUT BORDERS USA
    40 RECTOR STREET 16TH FLOOR
    NEW YORK,NY10006     		N/A PC FOR GENERAL OPERATING SUPPORT 50,000
    EAST HARLEM SCHOOL AT EXODUS
    309 EAST 103RD STREET
    NEW YORK,NY10029     		N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    EAST HARLEM SCHOOL AT EXODUS
    309 EAST 103RD STREET
    NEW YORK,NY10029     		N/A PC FOR GENERAL OPERATING SUPPORT 2,500
    EAST SIDE HOUSE SETTLEMENT
    337 ALEXADNDER AVENUE
    BRONX,NY10454     		N/A PC FOR THE GALA PREVIEW OF THE NEW YORK INTERNATIONAL AUTO SHOW 2,500
    EAST SIDE HOUSE SETTLEMENT
    337 ALEXADNDER AVENUE
    BRONX,NY10454     		N/A PC FOR TECHNOLOGY AND EVALUATION 10,000
    EAST SIDE HOUSE SETTLEMENT
    337 ALEXADNDER AVENUE
    BRONX,NY10454     		N/A PC FOR THE WINTER ANTIQUES SHOW 2,500
    ENERGY VISION
    138 EAST 13TH STREET
    NEW YORK,NY10003     		N/A PC FOR GENERAL OPERATING SUPPORT 3,000
    FOODCORPS INC
    1140 SE 7TH AVENUE SUITE 110
    PORTLAND,OR97214     		N/A PC FOR THE "HEALTHY KIDS, HEALTHY FUTURES INITATIVE" 100,000
    FOR INSPIRATION AND RECOGNITION OF SCIENCE AND TECHNOLOGY FIRST
    200 BEDFORD STREET
    MANCHESTER,NH03101     		N/A PC FOR GENERAL OPERATING SUPPORT 25,000
    THE FRED ROGERS COMPANY
    2100 WHARTON STREET SUITE 700
    PITTSBURGH,PA15203     		N/A PC FOR SUPPORT TO COMMEMORATE THE 50TH ANNIVERSARY OF MISTER ROGERS NEIGHBORHOOD 100,000
    FRIENDS OF HAND IN HAND INTERNATIONAL
    98 POPE ROAD
    ACTON,MA01720     		N/A PC FOR GENERAL OPERATING SUPPORT 50,000
    FRIENDS OF UNFPA INC
    605 THIRD AVENUE 4TH FLOOR
    NEW YORK,NY10158     		N/A PC FOR GENERAL OPERATING SUPPORT 1,000
    FUND FOR PARKS AND RECREATION IN BOSTON
    1010 MASSACHUSETTS AVENUE
    BOSTON,MA02118     		N/A PC FOR THE BOSTON COMMON HOLIDAY DISPLAY CAMPAIGN 2,000
    FUND FOR THE ENDOWMENT OF DIPLOMATIC RECEPTION ROOMS AT THE US DEPARTMENT
    5104 YUMA STREET NW
    WASHINGTON,DC20016     		N/A PC FOR GENERAL OPERATING SUPPORT 50,000
    GREATER POTTSTOWN TENNIS & LEARNING ASSOCIATION
    PO BOX 935
    POTTSTOWN,PA19464     		N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    GRIST MAGAZINE INC
    1201 WESTERN AVENUE SUITE 410
    SEATTLE,WA98101     		N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    HARLEM CHILDREN'S ZONE
    35 EAST 125TH STREET SUITE 405
    NEW YORK,NY10035     		N/A PC FOR THE "FRIEND OF THE CHILDREN" AWARD EVENT 5,000
    HARVARD BUSINESS SCHOOL
    SOLIDERS FIELD
    BOSTON,MA02163     		N/A PC FOR THE MBA CLASS OF 2001 NATIONAL DEFENSE FELLOWSHIP 5,000
    HEALTHY BIRTH DAY
    PO BOX 71093
    CLIVE,IA50325     		N/A PC FOR THE "COUNT THE KICKS" PROJECT 7,500
    HEARTH INC
    1640 WASHINGTON STREET
    BOSTON,MA02118     		N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    HOLT-ELWELL MEMORIAL FOUNDATION
    PO BOX 9
    EAST HEBRON,NH03241     		N/A PC FOR THE CAMP MOWGLIS SCHOLARSHIP ENDOWMENT FUND 20,000
    HOLT-ELWELL MEMORIAL FOUNDATION
    PO BOX 9
    EAST HEBRON,NH03241     		N/A PC FOR CAMP MOWGLIS 2,500
    JEWISH FEDERATION OF GREATER PITTSBURGH
    234 MCKEE PLACE
    PITTSBURGH,PA152133999     		N/A PC FOR THE FUND OF VICTIMS OF TERROR 50,000
    JUNIOR ACHIEVEMENT OF WESTERN PENNSYLVANIA INC
    5001 CENTRE AVENUE 2ND FLOOR
    PITTSBURGH,PA15213     		N/A PC FOR THE 30TH ANNUAL SPIRIT OF ENTERPRISE AWARDS TO HONOR THE FRED ROGERS GOOD NEIGHBOR AWARD 8,000
    LAST CHANCE RANCH
    9 BECK ROAD
    QUAKERTOWN,PA18951     		N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    LIVING WITH WOLVES LTD
    PO BOX 896
    SUN VALLEY,ID83353     		N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    LUNG CANCER ALLIANCE
    1700 K STREET SUITE 660
    WASHINGTON,DC20006     		N/A PC FOR GENERAL OPERATING SUPPORT 1,000
    LYRIC OPERA OF CHICAGO
    20 NORTH WACKER DRIVE
    CHICAGO,IL60606     		N/A PC FOR THE 25TH ANNIVERSARY CONCERT & GALA HONORING RENEE FLEMING 20,000
    MASSACHUSETTS GENERAL HOSPITAL
    165 CAMBRIDGE STREET SUITE 600
    BOSTON,MA021142792     		N/A PC FOR THE LYMPHEDEMA IN WOMEN WITH BREAST CANCER STUDY 290,000
    MERCURY SOUL INC
    601 LAGUNDA HONDA BLVD
    SAN FRANCISCO,CA94127     		N/A PC FOR THE STAGING OF MERCURY SOUL IN THREE CITIES IN 2019 15,000
    MOCKINGBIRD MINISTRIES INC
    100 WEST JEFFERSON STREET
    CHARLOTTESVILLE,VA22902     		N/A PC FOR STORYMAKERSNYC 10,000
    NANTUCKET CONSERVATION FOUNDATION INC
    PO BOX 13 118 CLIFF ROAD
    NANTUCKET,MA025540013     		N/A PC FOR GENERAL OPERATING SUPPORT 1,500
    NANTUCKET HISTORICAL ASSOCIATION
    PO BOX 1016
    NANTUCKET,MA025541016     		N/A PC FOR GENERAL OPERATING SUPPORT 1,000
    NANTUCKET LAND COUNCIL
    PO BOX 502
    NANTUCKET,MA02554     		N/A PC FOR THE WATER FUND 10,000
    NANTUCKET SUSTAINABLE DEVELOPMENT CORPORATION
    PO BOX 1244
    NANTUCKET,MA02555     		N/A PC FOR GENERAL OPERATING SUPPORT 1,000
    NATIONAL ACADEMY OF SOCIAL INSURANCE
    1200 NEW HAMPSHIRE AVENUE NW SUITE
    830
    WASHINGTON,DC20036     		N/A PC GRANT TO SUSTAIN THE HEINZ DISSERTATION AWARD 52,000
    NATIONAL DANCE INSTITUTE INC
    217 WEST 147TH STREET
    NEW YORK,NY10039     		N/A PC FOR THE DREAM PROJECT 5,000
    NATIONAL GALLERY OF ART
    6TH AND CONSTITUTION
    WASHINGTON,DC20565     		N/A PC FOR THE MELLON MATCH CHALLENGE 20,000
    NATIONAL GALLERY OF ART
    6TH AND CONSTITUTION
    WASHINGTON,DC20565     		N/A PC FOR THE ANNUAL CIRCLE FUND 10,000
    NAVY SEAL FOUNDATION INC
    2100 MEDITERRANEAN AVENUE 12
    VIRGINIA BEACH,VA23451     		N/A PC FOR THE 2018 TENTH ANNUAL BENEFIT GALA 100,000
    NAVY SEAL FOUNDATION INC
    2100 MEDITERRANEAN AVENUE 12
    VIRGINIA BEACH,VA23451     		N/A PC FOR THE "MIDWEST EVENING OF TRIBUTE" 10,000
    NAVY SEAL FOUNDATION INC
    2100 MEDITERRANEAN AVENUE 12
    VIRGINIA BEACH,VA23451     		N/A PC FOR THE "LOS ANGELES EVENING OF TRIBUTE EVENT" 10,000
    NAVY SEAL FOUNDATION INC
    2100 MEDITERRANEAN AVENUE 12
    VIRGINIA BEACH,VA23451     		N/A PC FOR GENERAL OPERATING SUPPORT 10,000
    NEW YORK RESTORATION PROJECT
    254 WEST 31ST STREET 10TH FLOOR
    NEW YORK,NY10001     		N/A PC FOR THE ANNUAL SPRING PICNIC 2,000
    THE PITTSBURGH PARKS CONSERVANCY
    45 SOUTH 23RD STREET SUITE 101
    PITTSBURGH,PA15203     		N/A PC FOR GENERAL OPERATING SUPPORT 10,000
    THE PITTSBURGH PARKS CONSERVANCY
    45 SOUTH 23RD STREET SUITE 101
    PITTSBURGH,PA15203     		N/A PC FOR THE LEGACY CELEBRATION EVENT 5,000
    REPRESENTUS EDUCATION FUND
    PO BOX 60008
    FLORENCE,MA01062     		N/A PC FOR GENERAL OPERATING SUPPORT 50,000
    RIVER VALLEY WALDORF SCHOOL
    1395 BRIDGETON HILL ROAD
    UPPER BLACK EDDY,PA18972     		N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    ROLLING HARVEST FOOD RESCUE
    PO BOX 693
    NEW HOPE,PA18938     		N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    ROSIE'S PLACE
    889 HARRISON AVENUE
    BOSTON,MA02118     		N/A PC FOR THE "FUNNY WOMENSERIOUS BUSINESS" EVENT 5,000
    RUSSELL BYERS CHARTER SCHOOL
    1911 ARCH STREET
    PHILADELPHIA,PA19103     		N/A PC FOR GENERAL OPERATING SUPPORT 10,000
    SAWTOOTH SPORTS FOUNDATION INC
    PO BOX 6329
    KETCHUM,ID83340     		N/A PC FOR GENERAL OPERATING SUPPORT 2,500
    SEED GLOBAL HEALTH
    20 ASHBURTON PLACE 6TH FLOOR
    BOSTON,MA02108     		N/A PC FOR ACADEMIC INSTITUTION SPONSORSHIP 100,000
    SILENT SPRING INSTITUTE
    320 NEVADA STREET SUITE 320
    NEWTON,MA02460     		N/A PC FOR THE YEAR END MATCHING CHALLENGE 10,000
    SIMMONS UNIVERSITY
    300 THE FENWAY
    BOSTON,MA02115     		N/A PC FOR THE NUTRITION DEPARTMENT'S ONGOING EDUCATIONAL SUPPORT AND SCHOLARSHIPS FOR FUNCTIONAL MEDICINE EDUCATION OFFERED TO GRADUATE LEVEL STUDENTS 95,000
    SMALL FRIENDS ON NANTUCKET INC
    PO BOX 2826
    NANTUCKET,MA02584     		N/A PC FOR GENERAL OPERATING SUPPORT 500
    SOARWAY FOUNDATION
    342 WEST PIKE STREET
    CANONSBURG,PA15317     		N/A PC FOR GENERAL OPERATING SUPPORT 85,000
    SOMARTS
    934 BRANNAN STREET
    SAN FRANCISCO,CA94103     		N/A PC FOR MCSWEENEY'S PUBLISHING IN HONOR OF THEIR 20TH ANNIVERSARY 20,000
    SPAULDING REHABILITATION HOSPITAL CORPORATION
    1575 CAMBRIDGE STREET
    CAMBRIDGE,MA02138     		N/A PC FOR THE "A CELEBRATION OF SPAULDING SCIENCE: SPAULDING RESEARCH INSTITUTE SYMPOSIA & DINNER" EVENT 25,000
    ST LUKE'S WOOD RIVER FOUNDATION
    PO BOX 7005
    KETCHUM,ID83340     		N/A PC FOR THE PEDIATRIC SERVICES ENDOWMENT MATCHING CHALLENGE 25,000
    ST PAUL'S SCHOOL
    325 PLEASANT STREET
    CONCORD,NH03301     		N/A PC FOR THE HEINZ SCHOLARSHIP 250,000
    ST PAUL'S SCHOOL
    325 PLEASANT STREET
    CONCORD,NH03301     		N/A PC FOR THE PARENTS ANNUAL FUND 5,000
    ST PAUL'S SCHOOL
    325 PLEASANT STREET
    CONCORD,NH03301     		N/A PC IN SUPPORT OF THE HEINZ FAMILY SCHOLARSHIP 100,000
    SUN VALLEY CENTER FOR THE ARTS AND HUMANITIES
    PO BOX 656
    SUN VALLEY,ID83353     		N/A PC FOR THE 2018 WINE AUCTION 10,000
    SUN VALLEY SKI EDUCATION FOUNDATION
    PO BOX 203
    SUN VALLEY,ID83353     		N/A PC FOR THE ROTARUN SKI AREA 50,000
    SUN VALLEY SKI EDUCATION FOUNDATION
    PO BOX 203
    SUN VALLEY,ID83353     		N/A PC FOR GENERAL OPERATING SUPPORT 10,000
    SUN VALLEY SUMMER SYMPHONY INC
    PO BOX 1914
    SUN VALLEY,ID83353     		N/A PC FOR GENERAL OPERATING SUPPORT 20,000
    SUN VALLEY SUMMER SYMPHONY INC
    PO BOX 1914
    SUN VALLEY,ID83353     		N/A PC FOR GENERAL OPERATING SUPPORT 20,000
    SUN VALLEY SUMMER SYMPHONY INC
    PO BOX 1914
    SUN VALLEY,ID83353     		N/A PC FOR MASON BATES WEEK-LONG RESIDENCY AS PART OF THE 35TH ANNIVERSARY CELEBRATION 30,000
    SUN VALLEY WRITERS' CONFERENCE
    PO BOX 957
    KETCHUM,ID83340     		N/A PC FOR THE 25TH ANNIVERSARY WRITERS' CONFERENCE 20,000
    TEACHERS COLLEGE AT COLUMBIA UNIVERSITY
    525 WEST 120TH STREET BOX 306
    NEW YORK,NY10027     		N/A PC FOR THE CAPITAL PROJECT 24,000
    TEACHERS COLLEGE AT COLUMBIA UNIVERSITY
    525 WEST 120TH STREET BOX 306
    NEW YORK,NY10027     		N/A PC FOR THE TC FUND 1,000
    TEAM RUBICON
    6171 WEST CENTURY BOULEVARD SUITE
    310
    LOS ANGELES,CA90045     		N/A PC FOR THE READY RESERVE FUND 50,000
    THRESHOLD DANCE PROJECT
    229 W 42ND STREET SUITE 502
    NEW YORK,NY10036     		N/A PC FOR THE "TABLE OF SILENCE PROJECT 9/11" EVENT 5,000
    TRUST FOR CONSERVATION INNOVATION DBA MULTIPLIER
    405 14TH STREET SUITE 164
    OAKLAND,CA94612     		N/A PC FOR PROJECT WAYFINDER 5,000
    THE UCLA FOUNDATION
    300 STEIN PLAZA SUITE 562
    LOS ANGELES,CA90095     		N/A PC FOR THE 2017 VIRTUAL VISIONARY BALL 1,000
    THE UNIT SCHOLARSHIP FUND
    PO BOX 73338
    FORT BRAGG,NC28307     		N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    UNIVERSITY OF PENNSYLVANIA
    100 COLLEGE HALL
    PHILADELPHIA,PA191046380     		N/A PC FOR THE MASTERS OF APPLIED POSITIVE PSYCHOLOGY PROGRAM 5,000
    WGBH EDUCATIONAL FOUNDATION
    ONE GUEST STREET
    BOSTON,MA02135     		N/A PC FOR THE MASTERPIECE TRUST 25,000
    WILD FOUNDATION
    1435 YARMOUTH AVENUE
    BOULDER,CO80304     		N/A PC FOR EARTH VISION INSTITUTE 25,000
    WINCHESTER-THURSTON SCHOOL
    555 MOREWOOD AVENUE
    PITTSBURGH,PA15213     		N/A PC FOR GENERAL OPERATING SUPPORT 10,000
    WINCHESTER-THURSTON SCHOOL
    555 MOREWOOD AVENUE
    PITTSBURGH,PA15213     		N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    WOMEN DELIVER INC
    588 BROADWAY SUITE 905
    NEW YORK,NY10012     		N/A PC FOR THE FAMILY OF WOMAN FILM FESTIVAL 1,000
    WOODLEY HOUSE INC
    6856 EASTERN AVENUE NW
    WASHINGTON,DC20012     		N/A PC FOR THE ANNUAL WOODLEY HOUSE MOVIE BENEFIT EVENT 2,500
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521     		N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    Total .................................bullet 3a 4,945,000
    bApproved for future payment
    WGBH EDUCATIONAL FOUNDATION
    ONE GUEST STREET
    BOSTON,MA02135     		N/A PC FOR THE MASTERPIECE TRUST 75,000
    Total .................................bullet 3b 75,000
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 1,203,863  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900003 71,835 18 3,289,640  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aINCOME FROM PARTNERSHIPS     		900000 219,834      
    bOTHER INCOME     01 -109,140 0
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 291,669 4,384,363 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,676,032
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    HEINZ FAMILY FOUNDATION
    EIN:
    25-1689382
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 25,078 1,055   20,045

    TY 2018 GeneralExplanationAttachment
    Name:
    HEINZ FAMILY FOUNDATION
    EIN:
    25-1689382
    Identifier Return Reference Explanation
      FORM 990-PF, PART VIII, LINE 1 ANDREW EBERHART 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.

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    HEINZ FAMILY FOUNDATION
    EIN:
    25-1689382
    Name of Stock End of Year Book Value End of Year Fair Market Value
    4,445 SHS JOHNSON CTLS INTL PLC (LYRICAL - AWARDS) 205,566 131,794
    1,714 SHS WILLIS TOWERS WATSON PUBLIC LIMITED (LYRICAL - AWARDS) 187,980 260,288
    2,285 SHS BROADCOM LTD. (LYRICAL - AWARDS) 178,238 581,030
    3,243 SHS ADIENT PLC (LYRICAL - AWARDS) 245,340 48,839
    6,246 SHS AFLAC INC (LYRICAL - AWARDS) 189,731 284,568
    1,326 SHS AFFILIATED MANAGERS GROUP (LYRICAL - AWARDS) 212,919 129,205
    1,649 SHS AMERIPRISE FINANCIAL INC (LYRICAL - AWARDS) 188,438 172,106
    1,574 SHS ANTHEM INC. (LYRICAL - AWARDS) 187,297 413,380
    2,737 SHS ARROW ELECTRS INC (LYRICAL - AWARDS) 202,888 188,716
    3,091 SHS CELANESE CORP SERIES A (LYRICAL - AWARDS) 190,207 278,097
    4,686 SHS CROWN HLDGS INC (LYRICAL - AWARDS) 237,635 194,797
    1,873 SHS E O G RES INC (LYRICAL - AWARDS) 185,512 163,344
    7,417 SHS GOODYEAR TIRE & RUBBER CO (LYRICAL - AWARDS) 183,400 151,381
    2,889 SHS HCA HOLDINGS, INC (LYRICAL - AWARDS) 226,356 359,536
    4,140 SHS LINCOLN NATL CORP IND (LYRICAL - AWARDS) 181,291 212,423
    2,872 SHS MICROCHIP TECHNOLOGY INC (LYRICAL - AWARDS) 210,270 206,554
    3,130 SHS NATIONAL OILWELL VARCO INC. (LYRICAL - AWARDS) 169,715 80,441
    7,476 SHS OWENS III INC (LYRICAL - AWARDS) 178,540 128,887
    7,208 SHS QURATE RETAIL GROUP INC (LYRICAL - AWARDS) 166,915 140,700
    2,417 SHS TECH DATA CORP (LYRICAL - AWARDS) 250,526 197,735
    2,276 SHS WESTERN DIGITAL CORP (LYRICAL - AWARDS) 176,291 84,144
    10,985 SHS WESTERN UNION CO (LYRICAL - AWARDS) 188,453 187,405
    1,028 SHS WHIRLPOOL CORP (LYRICAL - AWARDS) 187,732 109,862
    5,626 SHS AECOM TECHNOLOGY CORP (LYRICAL - AWARDS) 191,768 149,089
    2,817 SHS ASSURANT INC (LYRICAL - AWARDS) 185,480 251,952
    3,916 SHS AVIS BUDGET GROUP INC (LYRICAL - AWARDS) 173,460 88,031
    5,994 SHS COMMSCOPE HOLDINGS INC. (LYRICAL - AWARDS) 188,129 98,242
    2,828 SHS HERTZ GLOBAL HOLDINGS INC (LYRICAL - AWARDS) 133,912 38,602
    5,884 SHS N C R CORP NEW (LYRICAL - AWARDS) 188,102 135,803
    3,496 SHS TENNECO INC. (LYRICAL - AWARDS) 196,764 95,755
    4,391 SHS AERCAP HOLDING NV (LYRICAL - AWARDS) 190,802 173,884
    12,884 SHS FLEXTRONICS INTL LTD (LYRICAL - AWARDS) 211,942 98,047
    5,228 SHS SUNCOR ENERGY INC (LYRICAL - AWARDS) 152,812 146,227
    559 SHS ALPHABET INC (BROAD RUN - AWARDS) 624,788 578,906
    5,100 SHS AMERICAN TOWER CORP (BROAD RUN - AWARDS) 734,179 806,769
    1,187 SHS AMETEK INC NEW (BROAD RUN - AWARDS) 88,590 80,360
    8,010 SHS CARMAX INC (BROAD RUN - AWARDS) 544,166 502,467
    957 SHS FACEBOOK INC (BROAD RUN - AWARDS) 182,925 125,453
    617 SHS MARKEL CORP (BROAD RUN - AWARDS) 700,616 640,477
    2,157 SHS O'REILLY AUTOMOTIVE INC (BROAD RUN - AWARDS) 560,585 742,720
    9,979 SHS SCHWAB CHARLES CORP (BROAD RUN - AWARDS) 531,106 414,428
    10,016 SHS TWENTY-FIRST CENTURY FOX INC (BROAD RUN - AWARDS) 374,655 478,564
    6,550 SHS HEXCEL CORP NEW (BROAD RUN - AWARDS) 428,408 375,577
    60 SHS NVR INC (BROAD RUN - AWARDS) 198,153 146,219
    4,706 SHS AMERICAN WOODMARK CORP (BROAD RUN - AWARDS) 554,721 262,030
    38,273 SHS DRIVE SHACK (BROAD RUN - AWARDS) 208,128 150,030
    10,506 SHS ENCORE CAP GROUP INC (BROAD RUN - AWARDS) 431,857 246,891
    3,519 SHS METRO BANK PLC (BROAD RUN - AWARDS) 152,130 75,877
    15,094 SHS ASHTEAD GROUP PLC (BROAD RUN - AWARDS) 435,441 314,692
    12,490 SHS BROOKFIELD ASSET MANAGE (BROAD RUN - AWARDS) 528,576 478,992
    2,358 SHS JOHNSON CTLS INTL PLC (LYRICAL - T&J) 108,631 69,915
    895 SHS WILLIS TOWERS WATSON PUBLIC LIMITED (LYRICAL - T&J) 98,131 135,915
    1,169 SHS BROADCOM LTD. (LYRICAL - T&J) 91,935 297,254
    3,276 SHS AFLAC INC (LYRICAL - T&J) 99,465 149,254
    1,696 SHS ADIENT PLC (LYRICAL - T&J) 128,813 25,542
    881 SHS AMERIPRISE FINANCIAL INC (LYRICAL - T&J) 97,665 91,950
    698 SHS AFFILIATED MANAGERS GROUP INC (LYRICAL - T&J) 111,746 68,013
    817 SHS ANTHEM INC. (LYRICAL - T&J) 97,411 214,569
    1,443 SHS ARROW ELECTRS INC (LYRICAL - T&J) 106,965 99,495
    1,618 SHS CELANESE CORP SERIES A (LYRICAL - T&J) 99,402 145,571
    2,496 SHS CROWN HOLDINGS INC (LYRICAL - T&J) 126,770 103,759
    1,003 SHS E O G RES INC (LYRICAL - T&J) 94,641 87,472
    3,827 SHS GOODYEAR TIRE & RUBBER CO (LYRICAL - T&J) 94,622 78,109
    1,527 SHS HCA HOLDINGS INC (LYRICAL - T&J) 119,509 190,035
    2,183 SHS LINCOLN NATL CORP IND (LYRICAL - T&J) 95,269 112,011
    1,727 SHS NATIONAL OILWELL VARCO INC. (LYRICAL - T&J) 80,987 44,385
    3,781 SHS QURATE RETAIL GROUP INC (LYRICAL - T&J) 87,594 73,805
    4.069 SHS OWENS III INC (LYRICAL - T&J) 88,041 70,149
    1,248 SHS WESTERN DIGITAL CORP (LYRICAL - T&J) 86,247 46,138
    5,733 SHS WESTERN UNION CO (LYRICAL - T&J) 98,263 97,805
    539 SHS WHIRLPOOL CORP (LYRICAL - T&J) 98,498 57,603
    2,966 SHS AECOM TECHNOLOGY CORP (LYRICAL - T&J) 99,550 78,599
    1,465 SHS ASSURANT INC (LYRICAL - T&J) 96,394 131,030
    2,146 SHS AVIS BUDGET GROUP INC (LYRICAL - T&J) 84,649 48,242
    3,153 SHS COMMSCOPE HOLDINGS INC. (LYRICAL - T&J) 98,608 51,678
    1,516 SHS HERTZ GLOBAL HOLDINGS INC (LYRICAL - T&J) 59,027 20,693
    1,524 SHS MICROCHIP TECHNOLOGY INC (LYRICAL - T&J) 111,605 109,606
    3,120 SHS N C R CORP NEW (LYRICAL - T&J) 97,084 72,010
    1,274 SHS TECH DATA CORP (LYRICAL - T&J) 132,084 104,226
    1,835 SHS TENNECO INC. (LYRICAL - T&J) 101,709 50,261
    2,328 SHS AERCAP HOLDING NV (LYRICAL - T&J) 99,448 92,189
    6,774 SHS FLEXTRONICS INTL INC (LYRICAL - T&J) 110,886 51,550
    2,793 SHS SUNCOR ENERGY INC (LYRICAL - T&J) 83,071 78,120
    258 SHS ALPHABET INC (BROAD RUN - T&J) 286,302 267,187
    2,340 SHS AMERICAN TOWER CORP (BROAD RUN - T&J) 337,911 370,165
    545 SHS AMETEK INC NEW (BROAD RUN - T&J) 40,764 36,896
    3,636 SHS CARMAX INC (BROAD RUN - T&J) 244,282 228,086
    358 SHS FACEBOOK INC (BROAD RUN - T&J) 66,823 46,930
    283 SHS MARKEL CORP (BROAD RUN - T&J) 322,855 293,768
    991 SHS O'REILLY AUTOMOTIVE INC (BROAD RUN - T&J) 254,093 341,231
    4,580 SHS SCHWAB CHARLES CORP (BROAD RUN - T&J) 242,140 190,207
    4,598 SHS TWENTY-FIRST CENTURY FOX INC (BROAD RUN - T&J) 165,588 219,692
    3,007 SHS HEXCEL CORP NEW (BROAD RUN - T&J) 195,410 172,421
    28 SHS NVR INC (BROAD RUN - T&J) 93,080 68,237
    2,089 SHS AMERICAN WOODMARK CORP (BROAD RUN - T&J) 253,338 116,315
    20,019 SHS DRIVE SHACK (BROAD RUN - T&J) 107,589 78,474
    4,822 SHS ENCORE CAP GROUP INC (BROAD RUN - T&J) 199,967 113,317
    1,491 SHS METRO BANK PLC (BROAD RUN - T&J) 64,631 32,149
    6,929 SHS ASHTEAD GROUP PLC (BROAD RUN - T&J) 198,723 144,463
    5,485 SHS BROOKFIELD ASSET MANAGE (BROAD RUN - T&J) 232,915 210,349
    FOREIGN EQUITIES 25,979,546 26,655,440
    VANGUARD ST BOND INDEX FUND - T&J 2,648,012 2,573,421
    OAKMARK INCOME AND EQUITY FUND - EXETER 1,007,980 948,027
    OAKMARK INCOME AND EQUITY FUND - YALE 3,574,009 3,340,370
    VIRTUS SEIX FLOATING RATE HIGH INCOME FUND - AWARDS 2,000,000 1,838,317
    VIRTUS SEIX FLOATING RATE HIGH INCOME FUND - T&J 1,000,000 919,158
    ISHARES RUSSEL 1000 INDEX - AWARDS 2,821,132 4,060,427
    ISHARES RUSSEL 1000 INDEX - T&J 1,409,458 2,028,619
    VANGUARD ST BOND INDEX FUND - AWARDS 5,404,624 5,317,006
    VANGUARD INTER GOV'T BOND INDEX FUND - AWARDS 5,406,584 5,274,082
    VANGUARD INTER GOV'T BOND INDEX FUND - T&J 2,753,704 2,680,141

    TY 2018 InvestmentsLandSchedule2
    Name:
    HEINZ FAMILY FOUNDATION
    EIN:
    25-1689382
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LEASEHOLD IMPROVEMENTS 1,299,982 1,298,495 1,487 1,487
    FURNITURE & FIXTURES 340,758 318,840 21,918 21,918

    TY 2018 InvestmentsOtherSchedule2
    Name:
    HEINZ FAMILY FOUNDATION
    EIN:
    25-1689382
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENT IN FINE ARTS AT COST 479,590 479,590

    TY 2018 LegalFeesSchedule
    Name:
    HEINZ FAMILY FOUNDATION
    EIN:
    25-1689382
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 50,469 12,897   34,880


    TY 2018 OtherAssetsSchedule
    Name:
    HEINZ FAMILY FOUNDATION
    EIN:
    25-1689382
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PARK ST. VI CAP. PRIVATE EQUITY 771,780 744,417 341,132
    PARK ST. VII CAP. PRIVATE EQUITY 809,775 776,250 401,507
    PARK ST. VIII CAP. PRIVATE EQUITY 984,428 914,984 1,014,034
    TUCKER ANTHONY III 1,052,260 1,052,260 13,723
    TUCKER ANTHONY IV 859,817 0 0
    PARK STREET NATURAL RESOURCES 532,163 517,417 13,788
    DAVIDSON KEMPNER 2,445,000 2,445,000 4,734,193
    STARK ASSET MGMT (SHEPHERD) 71,099 32,227 32,431
    KENSICO PARTNERS 848,288 848,288 4,369,102
    COATUE PARTNERS 400,000 400,000 2,481,991
    CANYON VALUE REALIZATION FUND 4,750,000 5,013,401 5,714,395
    PARK ST. IX CAP. PRIVATE EQUITY 1,306,300 1,218,700 1,188,402
    SENATOR GLOBAL OPPORTUNITY OFFSHORE FUND 2,000,000 1,500,000 2,236,626
    ROYSTONE CAPITAL OFFSHORE FUND 3,500,000 3,500,000 3,520,266
    CERES FARMS, LLC 5,700,000 5,700,000 6,394,901
    DL PARTNERS OPPORTUNITIES FUND 3,000,000 3,000,000 2,575,899
    ITE RAIL FUND 2,088,063 2,500,000 2,627,610
    HARVEST MLP INCOME FUND 1,400,000 1,400,000 1,275,680
    RIVERNORTH INSTITUTIONAL PARTNERS 2,600,000 2,600,000 2,833,709
    MASON CAPITAL, LTD. 14,564 0 0
    HOLLYPORT SECONDARY OPPS VI 450,158 1,800,158 2,885,408
    KLINE HILL OFFSHORE II   468,521 559,884
    SAMLYN OFFSHORE 0 2,000,000 1,907,959


    TY 2018 OtherExpensesSchedule
    Name:
    HEINZ FAMILY FOUNDATION
    EIN:
    25-1689382
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 15,996 800   15,196
    MISC OFFICE 5,353 268   5,085
    OFFICE SUPPLIES 4,893 245   4,648
    DUES & SUBSCRIPTIONS 325 16   309
    POSTAGE & MESSENGER EXPENSES 10,369 518   9,851
    PHONE/FAX 11,427 571   10,856
    FLOWTHROUGH FROM PARTNERSHIPS 0 394,733   0
    EQUIPMENT & FURNITURE MAINTENANCE 92,514 4,626   87,888
    DISPOSAL OF FIXED ASSET 825 41   0
    RESEARCH EXPENSES 5,430 0   5,430
    DIRECT HEINZ AWARDS EXPENSES 535,653 0   535,653


    TY 2018 OtherIncomeSchedule2
    Name:
    HEINZ FAMILY FOUNDATION
    EIN:
    25-1689382
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INCOME FROM PARTNERSHIPS 219,834 0 219,834
    OTHER INCOME -109,140 -109,140 -109,140


    TY 2018 OtherIncreasesSchedule
    Name:
    HEINZ FAMILY FOUNDATION
    EIN:
    25-1689382
    Description Amount
    ADJUSTMENT FOR GRANTS PAYABLE 676,000


    TY 2018 OtherLiabilitiesSchedule
    Name:
    HEINZ FAMILY FOUNDATION
    EIN:
    25-1689382
    Description Beginning of Year - Book Value End of Year - Book Value
    AGENCY LIABILITIES 4,450,669 4,597,336


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    HEINZ FAMILY FOUNDATION
    EIN:
    25-1689382
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGMT FEES 283,210 288,535   0
    INVESTMENT CONSULTING 20,000 20,000   0


    TY 2018 TaxesSchedule
    Name:
    HEINZ FAMILY FOUNDATION
    EIN:
    25-1689382
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX - FLOWTHROUGH FROM PARTNERSHIPS 0 34,540   0
    FEDERAL INCOME TAX 31,055 0   0