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
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2019 , and ending 12-31-2019
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$136,989,203J 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... 1,158,740 2,161,452  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,865,442
b Gross sales price for all assets on line 6a 60,116,191
7 Capital gain net income (from Part IV, line 2)... 7,221,693
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 45,372 -7,090  
12 Total. Add lines 1 through 11........ 7,069,554 9,376,055  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 157,544 7,877   149,667
14 Other employee salaries and wages...... 327,174 16,359   310,815
15 Pension plans, employee benefits....... 166,483 8,324   158,159
16a Legal fees (attach schedule)......... Click to see attachment 62,027 41,354   20,316
b Accounting fees (attach schedule)....... Click to see attachment 27,849 1,149   21,824
c Other professional fees (attach schedule).... Click to see attachment 379,433 376,561   11,110
17 Interest...............   67,417    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 138,068 40,351   0
19 Depreciation (attach schedule) and depletion... 12,904 645  
20 Occupancy.............. 145,654 7,283   138,371
21 Travel, conferences, and meetings....... 5,101 255   4,846
22 Printing and publications.......... 1,199 60   1,139
23 Other expenses (attach schedule)....... Click to see attachment 729,750 347,273   722,590
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,153,186 914,908   1,538,837
25 Contributions, gifts, grants paid....... 4,930,500 5,161,500
26 Total expenses and disbursements. Add lines 24 and 25 7,083,686 914,908   6,700,337
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -14,132
b Net investment income (if negative, enter -0-) 8,461,147
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. 5,350 5,667 5,667
2 Savings and temporary cash investments......... 2,762,784 1,895,483 1,895,483
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)....... 74,219,615 Click to see attachment77,879,011 86,217,137
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet1,636,253
Less: accumulated depreciation (attach schedule) bullet1,615,187 23,405 Click to see attachment21,066 21,066
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 attachment38,431,623 Click to see attachment35,780,542 Click to see attachment48,370,260
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 115,922,367 116,061,359 136,989,203
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 75,000 125,000
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 attachment4,597,336 Click to see attachment4,750,460
23 Total liabilities (add lines 17 through 22)......... 4,672,336 4,875,460
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 39,149,357 37,620,431
25 Net assets with donor restrictions............ 72,100,674 73,565,468
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 111,250,031 111,185,899
30 Total liabilities and net assets/fund balances (see instructions). 115,922,367 116,061,359
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
111,250,031
2
Enter amount from Part I, line 27a .....................
2
-14,132
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
111,235,899
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
50,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
111,185,899
Form 990-PF (2019)
Form 990-PF (2019)
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 CAPITAL GAIN DISTRIBUTIONS P    
c FLOWTHROUGH FROM PARTNERSHIPS P    
d TAX BASIS LOSS TUCKER ANTHONY PRIVATE EQUITY FUND III P    
e
(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 59,043,952   52,883,707 6,160,245
b 313,473     313,473
c 758,766     758,766
d     10,791 -10,791
e
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       6,160,245
b       313,473
c       758,766
d       -10,791
e
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 7,221,693
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))
2018 6,415,720 133,752,060 0.047967
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
2
Total of line 1, column (d) .....................
2
0.176614
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
0.035323
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
155,182,725
5
Multiply line 4 by line 3......................
5
5,481,519
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
84,611
7
Add lines 5 and 6........................
7
5,566,130
8
Enter qualifying distributions from Part XII, line 4,.............
8
6,710,565
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 (2019)
Form 990-PF (2019)
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 84,611
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 84,611
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 84,611
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 139,211
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 139,211
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 54,600
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet54,600 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 2019 or the taxable year beginning in 2019? 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 (2019)
    Form 990-PF (2019)
    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 2019, 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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    MCCALL CRAVENS APPOINTED 42019 CHIEF INVESTMENT OFFICER
    4.00     		106,202 6,466 0
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222
    MICHELE BATTLE TREASURER
    4.00     		40,330 4,546 0
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222
    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 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
    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     		134,500 34,967 0
    625 LIBERTY AVE STE 3200
    PITTSBURGH,PA15222
    JONATHAN GREENE PROGRAM OFFICER
    40.00     		85,500 22,495 0
    625 LIBERTY AVE STE 3200
    PITTSBURGH,PA15222
    HALLEY CASEY EXECUTIVE ASSISTANT
    40.00     		63,694 20,960 0
    625 LIBERTY AVE STE 3200
    PITTSBURGH,PA15222
    LISA GIORGETTI PROGRAM OFFICER
    24.00     		59,800 9,684 0
    625 LIBERTY AVE STE 3200
    PITTSBURGH,PA15222
    MOLLY MEHLING PROGRAM OFFICER
    24.00     		58,400 9,566 0
    625 LIBERTY AVE STE 3200
    PITTSBURGH,PA15222
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 755,741
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222
    BURNESS COMMUNICATIONS HEINZ AWARDS PUBLIC RELATIONS CONSULTING 80,000
    7910 WOODMONT AVENUE SUITE 700
    BETHESDA,MD208147034
    LYRICAL ASSET MANAGEMENT INVESTMENT CONSULTING SERVICES 77,064
    405 PARK AVENUE 6TH FLOOR
    NEW YORK,NY10022
    BROAD RUN INVESTMENT MANAGEMENT LLC INVESTMENT CONSULTING SERVICES 71,791
    1530 WILSON BLVRD STE 530
    ARLINGTON,VA22209
    REED SMITH LLP LEGAL SERVICES 59,984
    REED SMITH CENTRE 225 FIFTH AVENUE
    PITTSBURGH,PA15222
    Total number of others receiving over $50,000 for professional services.............bullet1
    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 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. 1,836,190
    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 (2019)
    Form 990-PF (2019)
    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
    66,306,784
    b
    Average of monthly cash balances.......................
    1b
    4,827,053
    c
    Fair market value of all other assets (see instructions)................
    1c
    86,412,077
    d
    Total (add lines 1a, b, and c).........................
    1d
    157,545,914
    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
    157,545,914
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    2,363,189
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    155,182,725
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    7,759,136
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    7,759,136
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    84,611
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
    767
    c
    Add lines 2a and 2b............................
    2c
    85,378
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    7,673,758
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    7,673,758
    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
    7,673,758
    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
    6,700,337
    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
    10,228
    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
    6,710,565
    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
    84,611
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    6,625,954
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 7,673,758
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 6,554,475
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 6,710,565
    a Applied to 2018, but not more than line 2a 6,554,475
    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 2019 distributable amount..... 156,090
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		7,517,668
    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 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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 (2019)
    Form 990-PF (2019)
    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
    AMANDA NGUYEN
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222     		NONE I HEINZ AWARD WINNER 2019 - PUBLIC POLICY 250,000
    BRANDON DENNISON
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222     		NONE I HEINZ AWARD WINNER 2019 - TECHNOLOGY, THE ECONOMY, AND EMPLOYMENT 65,000
    COALFIELD DEVELOPMENT CORPORATION
    PO BOX 1133 312 HALL STREET
    WAYNE,WV25570     		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,PA15222     		NONE I HEINZ AWARD WINNER 2019 - ARTS AND HUMANITIES 250,000
    OUTDOOR AFRO
    2323 BROADWAY
    OAKLAND,CA94612     		N/A PC DESIGNATED PAYMENT BY RULETTE MAPP, 2019 HEINZ AWARD WINNER- ENVIRONMENT 10,000
    RULETTE MAPP
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222     		NONE I HEINZ AWARD WINNER 2019 - ENVIRONMENT 240,000
    SARAH SZANTON
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222     		NONE I HEINZ AWARD WINNER 2019 - HUMAN CONDITION 250,000
    PHILLIPS EXETER ACADEMY
    20 MAIN STREET
    EXETER,NH038332460     		N/A PC SCHOLARSHIPS FOR THE 2019-20 ACADEMIC YEAR 52,000
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521     		N/A PC UNDERGRADUATE SCHOLARSHIPS FOR THE 2019-20 ACADEMIC YEAR 179,000
    AMERICAN ACADEMY OF ARTS AND SCIENCES
    136 IRVING STREET
    CAMBRIDGE,MA02138     		N/A PC FOR THE ANNUAL FUND 5,000
    AMERICAN RED CROSS
    2801 LIBERTY AVENUE
    PITTSBURGH,PA15222     		N/A PC FOR HURRICANE DORIAN RELIEF IN THE BAHAMAS 10,000
    AMERICAN RED CROSS
    2801 LIBERTY AVENUE
    PITTSBURGH,PA15222     		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,PA19380     		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,DC20016     		N/A PC FOR GENERAL OPERATING SUPPORT 2,000
    ARTS FOR THE AGING INC
    15800 CRABBS BRANCH WAY SUITE 300
    ROCKVILLE,MD20855     		N/A PC FOR THE MILONGA AT THE EMBASSY EVENT 5,000
    BLAINE COUNTY RECREATION DISTRICT
    1050 FOX ACRES ROAD 107
    HAILEY,ID83333     		N/A GOV FOR THE GALENA & THE TRAILS WINTER 50,000
    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
    28 WEST 44TH STREET SUITE 609
    NEW YORK,NY10036     		N/A PC FOR THE BOSTON HOT PINK PARTY 5,000
    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 2019 ANNUAL GIVING CAMPAIGN 30,000
    CARNEGIE INSTITUTE
    4400 FORBES AVENUE
    PITTSBURGH,PA15213     		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,PA15213     		N/A PC FOR THE FELLOWS FUND 5,000
    CARNEGIE MELLON UNIVERSITY
    5000 FORBES AVENUE
    PITTSBURGH,PA15213     		N/A PC FOR THE 2018-19 TRUSTEE ANNUAL FUND 25,000
    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 46TH ANNUAL ART ROONEY AWARD DINNER AND AUCTION 1,500
    CENTER FOR A NEW AMERICAN SECURITY
    1152 15TH STREET NW SUITE 950
    WASHINGTON,DC20005     		N/A PC FOR GENERAL OPERATING SUPPORT 100,000
    CHARITY WATER
    40 WORTH STREET SUITE 330
    NEW YORK,NY10013     		N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    CHURCH BY THE SEA
    2700 MAYAN DRIVE
    FT LAUDERDALE,FL33316     		N/A PC FOR THE NORTHERN ABACOS RELIEF AND REBUILD FUND 50,000
    CHURCH BY THE SEA
    2700 MAYAN DRIVE
    FT LAUDERDALE,FL33316     		N/A PC FOR THE NORTHERN ABACOS RELIEF AND REBUILD FUND 10,000
    COLLEGE OF CHARLESTON FOUNDATION
    66 GEORGE STREET
    CHARLESTON,SC29424     		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,ID83340     		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,ID83340     		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 THE ABACO RELIEF FUND 10,000
    DISCOVERY LAND COMPANY FOUNDATION
    301 N CANNON DRIVE SUITE 328
    BEVERLY HILLS,CA90210     		N/A PC FOR THE ABACO RELIEF FUND 100,000
    DOCTORS WITHOUT BORDERS USA
    PO BOX 5030
    HAGERSTOWN,MD21741     		N/A PC FOR GENERAL OPERATING SUPPORT 25,000
    EAST HARLEM SCHOOL AT EXODUS
    309 EAST 103RD STREET
    NEW YORK,NY10029     		N/A PC FOR GENERAL OPERATING SUPPORT 10,000
    EAST SIDE HOUSE SETTLEMENT
    337 ALEXANDER AVENUE
    BRONX,NY10454     		N/A PC FOR THE WINTER ANTIQUES SHOW 2,500
    EAST SIDE HOUSE SETTLEMENT
    337 ALEXANDER AVENUE
    BRONX,NY10454     		N/A PC FOR GENERAL OPERATING SUPPORT 2,500
    ENDEAVOR
    900 BROADWAY SUITE 301
    NEW YORK,NY10003     		N/A PC FOR THE 2019 ENDEAVOR GALA 25,000
    ENGAGE NEPAL
    5022 GRAND BEECH CT
    HAYMARKET,VA20169     		N/A PC FOR GENERAL OPERATING SUPPORT 40,000
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE STREET
    MONTGOMERY,AL36104     		N/A PC FOR GENERAL OPERATING SUPPORT 10,000
    FLOURISH FOUNDATION
    PO BOX 2429
    KETCHUM,ID83340     		N/A PC FOR GENERAL OPERATING SUPPORT 10,000
    FOR INSPIRATION AND RECOGNITION OF SCIENCE AND TECHNOLOGY FIRST
    200 BEDFORD STREET
    MANCHESTER,NH03101     		N/A PC FOR THE NEW TEAM GROWTH PROGRAM 50,000
    FRIENDS OF THE PITTSBURGH URBAN FOREST
    32 62ND STREET
    PITTSBURGH,PA15201     		N/A PC FOR THE ONE TREE PER CHILD PROJECT 125,000
    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
    GEORGETOWN HERITAGE
    1000 POTOMAC STREET NW SUITE 122
    WASHINGTON,DC20007     		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,PA19464     		N/A PC FOR GENERAL OPERATING SUPPORT 10,000
    GRIST MAGAZINE INC
    1201 WESTERN AVENUE SUITE 410
    SEATTLE,WA98101     		N/A PC FOR THE FIX PROGRAM 100,000
    HARVARD BUSINESS SCHOOL
    SOLIDERS FIELD
    BOSTON,MA02163     		N/A PC FOR THE MBA CLASS OF 2001 NATIONAL DEFENSE FELLOWSHIP 5,000
    HEARTH INC
    1640 WASHINGTON STREET
    BOSTON,MA02118     		N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    HERRING GUT LEARNING CENTER
    PO BOX 286
    PORT CLYDE,ME04855     		N/A PC FOR GENERAL OPERATING SUPPORT IN HONOR OF PHYLLIS WYETH 10,000
    HIGHER GROUND
    PO BOX 6791
    KETCHUM,ID83340     		N/A PC FOR THE HERO'S JOURNEY GALA 5,000
    HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA
    1212 SMALLMAN STREET
    PITTSBURGH,PA15222     		N/A PC FOR GENERAL OPERATING SUPPORT 100,000
    HOLT-ELWELL MEMORIAL FOUNDATION
    PO BOX 9
    EAST HEBRON,NH03241     		N/A PC FOR THE CAMP MOWGLIS SCHOLARSHIP ENDOWMENT 20,000
    HOLT-ELWELL MEMORIAL FOUNDATION
    PO BOX 9
    EAST HEBRON,NH03241     		N/A PC FOR THE CAMP MOWGLIS 2,500
    HOSPICE OF THE WOOD RIVER VALLEY INC
    PO BOX 4320
    KETCHUM,ID83340     		N/A PC FOR GENERAL OPERATING SUPPORT 2,000
    LAST CHANCE RANCH
    9 BECK ROAD
    QUAKERTOWN,PA18951     		N/A PC FOR VETERINARY COSTS 10,000
    LEE PESKY LEARNING CENTER
    3324 ELDER STREET
    BOISE,ID83705     		N/A PC FOR GENERAL OPERATING SUPPORT 2,000
    LIVING WITH WOLVES LTD
    PO BOX 896
    SUN VALLEY,ID83353     		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,ID83353     		N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    MASSACHUSETTS GENERAL HOSPITAL
    125 NASHUA STREET SUITE 540
    BOSTON,MA02114     		N/A PC FOR DR. LEE SCHWAMM'S RESEARCH ON WHITE MATER DISEASE 175,000
    MOCKINGBIRD MINISTRIES INC
    100 WEST JEFFERSON STREET
    CHARLOTTESVILLE,VA22902     		N/A PC FOR STORYMAKERSNYC 5,000
    NANTUCKET CONSERVATION FOUNDATION INC
    PO BOX 13 118 CLIFF ROAD
    NANTUCKET,MA025540013     		N/A PC FOR GENERAL OPERATING SUPPORT 1,500
    NANTUCKET DREAMLAND FOUNDATION
    PO BOX 989
    NANTUCKET,MA02554     		N/A PC FOR MISTER ROGER'S NEIGHBORHOOD PARK 50,000
    NANTUCKET HISTORICAL ASSOCIATION
    PO BOX 1016
    NANTUCKET,MA02554     		N/A PC FOR GENERAL OPERATING SUPPORT 1,000
    NANTUCKET LAND COUNCIL
    PO BOX 502
    NANTUCKET,MA02554     		N/A PC FOR GENERAL OPERATING SUPPORT 10,000
    NANTUCKET SUSTAINABLE DEVELOPMENT CORPORATION
    PO BOX 1244
    NANTUCKET,MA02554     		N/A PC FOR GENERAL OPERATING SUPPORT 1,000
    NATIONAL DANCE INSTITUTE INC
    217 WEST 147TH STREET
    NEW YORK,NY10039     		N/A PC FOR THE "VOICES OF CHANGE" EVENT 5,000
    NATIONAL DANCE INSTITUTE INC
    217 WEST 147TH STREET
    NEW YORK,NY10039     		N/A PC FOR JACQUES D'AMBOISE'S 85TH BIRTHDAY CELEBRATION EVENT 25,000
    NATIONAL GALLERY OF ART
    6TH AND CONSTITUTION
    WASHINGTON,DC20565     		N/A PC FOR THE ANNUAL CIRCLE FUND 20,000
    NATURAL RESOURCES DEFENSE COUNCIL INC
    40 WEST 20TH STREET 11TH FLOOR
    NEW YORK,NY10011     		N/A PC FOR GENERAL OPERATING SUPPORT 10,000
    NATURAL RESOURCES DEFENSE COUNCIL INC
    40 WEST 20TH STREET 11TH FLOOR
    NEW YORK,NY10011     		N/A PC FOR GENERAL OPERATING SUPPORT 10,000
    NAVY SEAL FOUNDATION INC
    1619 D STREET
    VIRGINIA BEACH,VA23459     		N/A PC FOR THE 2019 ELEVENTH ANNUAL BENEFIT GALA 50,000
    NAVY SEAL FOUNDATION INC
    1619 D STREET
    VIRGINIA BEACH,VA23459     		N/A PC FOR THE 2019 ELEVENTH ANNUAL BENEFIT GALA 50,000
    NAVY SEAL FOUNDATION INC
    1619 D STREET
    VIRGINIA BEACH,VA23459     		N/A PC FOR THE "MIDWEST EVENING OF TRIBUTE" 10,000
    NAVY SEAL FOUNDATION INC
    1619 D STREET
    VIRGINIA BEACH,VA23459     		N/A PC FOR THE NEW YORK CITY BENEFIT DINNER 250,000
    NEW YORK RESTORATION PROJECT
    254 WEST 31ST STREET 10TH FLOOR
    NEW YORK,NY10001     		N/A PC FOR THE ANNUAL HULAWEEN EVENT 5,000
    NONVIOLENT PEACEFORCE
    2610 UNIVERSITY AVENUE W SUITE 550
    SAINT PAUL,MN55114     		N/A PC FOR GENERAL OPERATING SUPPORT 40,000
    PINE MANOR COLLEGE
    400 HEATH STREET
    CHESTNUT HILL,MA02467     		N/A PC FOR GENERAL OPERATING SUPPORT 2,000
    PITTSBURGH SYMPHONY
    600 PENN AVENUE
    PITTSBURGH,PA15222     		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,DC20090     		N/A PC FOR GENERAL OPERATING SUPPORT 10,000
    PURE GAME
    22372 WOODBLUFF ROAD
    LAKE FOREST,CA92630     		N/A PC FOR GENERAL OPERATING SUPPORT 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
    RODALE INSTITUTE
    611 SIEGFRIEDALE ROAD
    KUTZTOWN,PA19530     		N/A PC FOR THE REGENERATIVE HEALTH INSTITUTE 50,000
    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 10,000
    RUSSELL BYERS CHARTER SCHOOL
    1911 ARCH STREET
    PHILADELPHIA,PA19103     		N/A PC FOR GENERAL OPERATING SUPPORT 10,000
    RUSSELL BYERS CHARTER SCHOOL
    1911 ARCH STREET
    PHILADELPHIA,PA19103     		N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    SAN FRANCISCO PARKS ALLIANCE
    1074 FOLSOM STREET
    SAN FRANCISCO,CA94103     		N/A PC FOR THE JAPANESE TEA GARDEN "SAVE OUR PAGODA" CAMPAIGN 5,000
    SEED GLOBAL HEALTH
    20 ASHBURTON PLACE 6TH FLOOR
    BOSTON,MA02108     		N/A PC FOR GENERAL OPERATING SUPPORT 25,000
    SILENT SPRING INSTITUTE
    320 NEVADA STREET SUITE 320
    NEWTON,MA02460     		N/A PC FOR THE 25TH ANNIVERSARY CELEBRATION 25,000
    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 20,000
    SPAULDING REHABILITATION HOSPITAL CORPORATION
    1575 CAMBRIDGE STREET
    CAMBRIDGE,MA02138     		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,NH03301     		N/A PC FOR THE PARENTS ANNUAL FUND 5,000
    ST THOMAS EPISCOPAL CHURCH
    PO BOX 1070
    SUN VALLEY,ID83353     		N/A PC FOR CHILDREN, YOUTH, AND FAMILY 10,000
    STANFORD UNIVERSITY
    326 GALVEZ STREET
    STANFORD,CA94305     		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,PA15261     		N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    SUN VALLEY CENTER FOR THE ARTS AND HUMANITIES
    PO BOX 656
    SUN VALLEY,ID83353     		N/A PC FOR THE 2019 WINE AUCTION 10,000
    SUN VALLEY COMMUNITY SCHOOL INC
    PO BOX 2118
    SUN VALLEY,ID83353     		N/A PC FOR THE RUNNING OF THE TROUT MATCHING CHALLENGE 10,000
    SUN VALLEY COMMUNITY SCHOOL INC
    PO BOX 2118
    SUN VALLEY,ID83353     		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,ID83353     		N/A PC FOR THE CHESS AFTER SCHOOL PROGRAM 8,000
    SUN VALLEY INSTITUTE FOR RESILIENCE
    PO BOX 5569
    KETCHUM,ID83340     		N/A PC FOR GENERAL OPERATING SUPPORT 40,000
    SUN VALLEY INSTITUTE FOR RESILIENCE
    PO BOX 5569
    KETCHUM,ID83340     		N/A PC FOR THE YOUTH FORUM 35,000
    SUN VALLEY MUSIC FESTIVAL
    PO BOX 1914
    SUN VALLEY,ID83353     		N/A PC FOR GENERAL OPERATING SUPPORT 30,000
    SUN VALLEY MUSIC FESTIVAL
    PO BOX 1914
    SUN VALLEY,ID83353     		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,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 5,000
    SUN VALLEY WRITES' CONFERENCE
    PO BOX 957
    KETCHUM,ID83340     		N/A PC FOR THE 2020 WRITERS' CONFERENCE 20,000
    TAOS COMMUNITY FOUNDATION
    PO BOX 1925
    TAOS,NM87571     		N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    TEAM RUBICON
    6171 WEST CENTURY BOULEVARD SUITE
    310
    LOS ANGELES,CA90045     		N/A PC FOR HURRICANE DORIAN RELIEF 10,000
    TEAM RUBICON
    6171 WEST CENTURY BOULEVARD SUITE
    310
    LOS ANGELES,CA90045     		N/A PC FOR HURRICANE DORIAN RELIEF 100,000
    TRUST FOR CONSERVATION INNOVATION DBA MULTIPLIER
    405 14TH STREET SUITE 164
    OAKLAND,CA94612     		N/A PC FOR PROJECT WAYFINDER 2,500
    TRUSTEES OF COLUMBIA UNIVERSITY
    2880 BROADWAY
    NEW YORK,NY10025     		N/A PC FOR THE INCLUSIVE CLIMATE JOURNALISM PROJECT 50,000
    TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
    1 COLLEGE HALL ROOM 100
    PHILADELPHIA,PA19104     		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,CA90095     		N/A PC FOR THE UCLA HEALTH GREATEST NEEDS FUND STEIN MATCHING CAMPAIGN 1,000
    THE UNIT SCHOLARSHIP FUND
    PO BOX 73338
    FORT BRAGG,NC28307     		N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    UNITE FOR HER
    127 EAST CHESTNUT STREET
    WEST CHESTER,PA19380     		N/A PC FOR GENERAL OPERATING SUPPORT 10,000
    UNIVERSITY OF PITTSBURGH
    4200 FIFTH AVENUE
    PITTSBURGH,PA15260     		N/A PC FOR THE HEINZ CHAPEL BUILDING FUND 250,000
    WGBH EDUCATIONAL FOUNDATION
    ONE GUEST STREET
    BOSTON,MA02135     		N/A PC FOR THE MASTERPIECE TRUST 25,000
    WOODLEY HOUSE INC
    6856 EASTERN AVENUE NW
    WASHINGTON,DC20012     		N/A PC FOR THE ANNUAL WOODLEY HOUSE MOVIE BENEFIT EVENT 2,500
    WORLD CENTRAL KITCHEN
    1342 FLORIDA AVENUE NW
    WASHINGTON,DC20009     		N/A PC FOR GENERAL OPERATING SUPPORT 45,000
    YALE UNIVERSITY
    205 PROSPECT STREET
    NEW HAVEN,CT06511     		N/A PC FOR YALE ENVIRONMENT 360 10,000
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521     		N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    YOUTHBUILD USA
    58 DAY STREET
    SOMERVILLE,MA02144     		N/A PC FOR GENERAL OPERATING SUPPORT 2,500
    Total .................................bullet 3a 5,161,500
    bApproved for future payment
    MASSACHUSETTS GENERAL HOSPITAL
    125 NASHUA STREET SUITE 540
    BOSTON,MA02114     		N/A PC FOR DR. LEE SCHWAMM'S RESEARCH ON WHITE MATER DISEASE 75,000
    WGBH
    ONE GUEST STREET
    BOSTON,MA02135     		N/A PC FOR THE MASTERPIECE TRUST 50,000
    Total .................................bullet 3b 125,000
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 1,158,740  
    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 14,251 18 5,851,191  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aINCOME FROM PARTNERSHIPS     		900000 -3,785      
    b       01 49,157  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 10,466 7,059,088 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    7,069,554
    (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 (2019)
    Form 990-PF (2019)
    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 (2019)
    Additional Data


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    Special Condition Description