Form990-PF
Click to see attachment
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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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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 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$147,536,405
J 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... 438,827 1,333,005  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,929,201
b Gross sales price for all assets on line 6a 29,631,890
7 Capital gain net income (from Part IV, line 2)... 10,821,789
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)....... 31,084 37,802  
12 Total. Add lines 1 through 11........ 7,399,112 12,192,596  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 35,220 9,119   25,960
b Accounting fees (attach schedule)....... 26,598 1,125   21,373
c Other professional fees (attach schedule).... 577,264 584,848   0
17 Interest...............   70,211    
18 Taxes (attach schedule) (see instructions)... 120,459 72,274   0
19 Depreciation (attach schedule) and depletion... 11,274 564  
20 Occupancy.............. 140,270 7,014   133,257
21 Travel, conferences, and meetings....... 1,475 74   1,402
22 Printing and publications.......... 1,000 50   950
23 Other expenses (attach schedule)....... 1,721,096 399,233   1,663,093
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,634,656 1,144,512   1,846,035
25 Contributions, gifts, grants paid....... 4,910,500 5,147,500
26 Total expenses and disbursements. Add lines 24 and 25 7,545,156 1,144,512   6,993,535
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -146,044
b Net investment income (if negative, enter -0-) 11,048,084
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 5,712 5,736 5,736
2 Savings and temporary cash investments......... 5,134,814 2,946,162 2,946,162
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)....... 79,693,644 Click to see attachment81,186,207 97,598,732
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet1,602,060
Less: accumulated depreciation (attach schedule) bullet1,584,050 11,825 Click to see attachment18,010 18,010
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 attachment35,080,840 Click to see attachment35,864,711 Click to see attachment46,488,175
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 120,406,425 120,500,416 147,536,405
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 180,000 150,000
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 attachment4,640,233 Click to see attachment4,880,268
23 Total liabilities (add lines 17 through 22)......... 4,820,233 5,030,268
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........... 34,804,318 33,555,211
25 Net assets with donor restrictions............ 80,781,874 81,914,937
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)..... 115,586,192 115,470,148
30 Total liabilities and net assets/fund balances (see instructions). 120,406,425 120,500,416
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
115,586,192
2
Enter amount from Part I, line 27a .....................
2
-146,044
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
30,000
4
Add lines 1, 2, and 3 ..........................
4
115,470,148
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 29 .
6
115,470,148
Form 990-PF (2021)
Form 990-PF (2021)
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 PARK PRIVATE EQUITY VI P    
e TAX BASIS GAIN HARVEST MLP P    
TAX BASIS GAIN ITE RAIL 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 23,395,109   18,784,134 4,610,975
b 439,753     439,753
c 3,141,602     3,141,602
d     25,967 -25,967
e 2     2
2,655,424     2,655,424
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       4,610,975
b       439,753
c       3,141,602
d       -25,967
e       2
      2,655,424
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 10,821,789
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 153,568
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- ..... 5 153,568
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 206,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 11,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 217,000
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 63,432
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet63,432 RefundedBullet 11 0
Part VI-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 the instructions
for the 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
    Yes
     
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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 CHIEF INVESTMENT OFFICER
    8.00
    0 0 0
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222
    MICHELE BATTLE TREASURER
    4.00
    0 0 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
    1.00
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 1,380,095
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222
    BURNESS COMMUNICATIONS HEINZ AWARDS PUBLIC RELATIONS CONSULTING 124,530
    7910 WOODMONT AVENUE SUITE 700
    BETHESDA,MD208147034
    FCM TRAVEL SOLUTIONS HEINZ AWARDS VIRTUAL EVENT PRODUCTION SERVICES 70,419
    5 PARAGON DRIVE SUITE 200
    MONTVALE,NJ07645
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 THE ARTS, ECONOMY, AND ENVIRONMENT. DURING 2021, TEN GRANTS WERE MADE TO INDIVIDUALS OR CHARITABLE ORGANIZAITONS AS DETAILED ON THE FOLLOWING PAGE. 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. 2,058,972
    2  
    3  
    4  
    Part VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    30,282,169
    b
    Average of monthly cash balances.......................
    1b
    5,107,258
    c
    Fair market value of all other assets (see instructions)................
    1c
    113,666,109
    d
    Total (add lines 1a, b, and c).........................
    1d
    149,055,536
    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
    149,055,536
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    2,235,833
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    146,819,703
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    7,340,985
    Part X
    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 IX, line 6..................
    1
    7,340,985
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    153,568
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    11,146
    c
    Add lines 2a and 2b............................
    2c
    164,714
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    7,176,271
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    7,176,271
    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 XII, line 1 ...
    7
    7,176,271
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 7,176,271
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 6,707,709
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 7,010,121
    a Applied to 2020, but not more than line 2a 6,707,709
    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 2021 distributable amount..... 302,412
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    6,873,859
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    GIVING TUESDAY
    165 COURT STREET 107
    BROOKLYN,NY11201
    N/A PC FOR THE SOCIAL SECTOR RESILIENCE INITIATIVE 250,000
    GABRIEL BROWN
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222
    NONE I 2021 HEINZ AWARD WINNER - ENVIRONMENT 250,000
    JACQUELINE PATTERSON
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222
    NONE I 2021 HEINZ AWARD WINNER - ENVIRONMENT 250,000
    SANFORD BIGGERS
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222
    NONE I 2021 HEINZ AWARD WINNER - ARTS 250,000
    TANYA AGUINIGA
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222
    NONE I 2021 HEINZ AWARD WINNER - ARTS 250,000
    WILLIAM J BYNUM JR
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222
    NONE I 2021 HEINZ AWARD WINNER - ECONOMY 200,000
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521
    N/A PC UNDERGRADUATE SCHOLARSHIPS FOR THE 2021-22 ACADEMIC YEAR 184,000
    FOODCORPS INC
    1140 SE 7TH AVENUE SUITE 110
    PORTLAND,OR97214
    N/A PC FOR THE SCHOOL NUTRITION PILOT PROGRAM AND SUPPORTING ACTIVITIES 125,000
    SUN VALLEY INSTITUTE FOR RESILIENCE
    PO BOX 5569
    KETCHUM,ID83340
    N/A PC FOR THE IMPACT IDAHO FUND 100,000
    THE FRED ROGERS COMPANY
    2100 WHARTON STREET SUITE 700
    PITTSBURGH,PA15203
    N/A PC FOR DONKEY HODIE 100,000
    HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA
    1212 SMALLMAN STREET
    PITTSBURGH,PA15222
    N/A PC FOR GENERAL OPERATING SUPPORT 100,000
    UNITED STATES SKI ASSOCIATION
    PO BOX 100
    PARK CITY,UT84060
    N/A PC FOR THE BOB BEATTIE ATHLETE TRAVEL FUND 100,000
    NAVY SEAL FOUNDATION INC
    1619 D STREET
    VIRGINIA BEACH,VA23459
    N/A PC FOR THE 2022 ANNUAL NEW YORK CITY BENEFIT DINNER 100,000
    SAWTOOTH SPORTS FOUNDATION INC
    PO BOX 1185 110 TIMBER WAY
    KETCHUM,ID83340
    N/A PC FOR THE HURTIG SHOOTING CENTER 75,000
    A BETTER BALANCE
    40 WORTH STREET 10TH FLOOR
    NEW YORK,NY10013
    N/A PC DESIGNATED PAYMENT BY DINA BAKST, 2021 HEINZ AWARD WINNER - ECONOMY 75,000
    A BETTER BALANCE
    40 WORTH STREET 10TH FLOOR
    NEW YORK,NY10013
    N/A PC DESIGNATED PAYMENT BY SHERRY LEIWANT, 2021 HEINZ AWARD WINNER - ECONOMY 75,000
    CARNEGIE INSTITUTE MUSEUM OF ART
    4400 FORBES AVENUE
    PITTSBURGH,PA15213
    N/A PC FOR SUPPORT OF THE 58TH CARNEGIE INTERNATIONAL 75,000
    ECOSOAP BANK
    1800 MURRAY AVENUE
    PITTSBURGH,PA15217
    N/A PC FOR GENERAL OPERATING SUPPORT 60,000
    PHILLIPS EXETER ACADEMY
    20 MAIN STREET
    EXETER,NH038332460
    N/A PC SCHOLARSHIPS FOR THE 2021-22 ACADEMIC YEAR 53,000
    CENTER FOR A NEW AMERICAN SECURITY
    1152 15TH STREET NW SUITE 950
    WASHINGTON,DC20005
    N/A PC FOR GENERAL OPERATING SUPPORT 50,000
    CENTER FOR A NEW AMERICAN SECURITY
    1152 15TH STREET NW SUITE 950
    WASHINGTON,DC20005
    N/A PC FOR GENERAL OPERATING SUPPORT 50,000
    NATIONAL LINKS TRUST
    331 7TH STREET NE
    WASHINGTON,DC10011
    N/A PC FOR GENERAL OPERATING SUPPORT 50,000
    WORLD CENTRAL KITCHEN
    655 NEW YORK AVENUE NW 6TH FLOOR
    WASHINGTON,DC20001
    N/A PC FOR GENERAL OPERATING SUPPORT 50,000
    BLAINE COUNTY RECREATION DISTRICT
    1050 FOX ACRES ROAD 107
    HAILEY,ID83333
    N/A GOV FOR THE GALENA LODGE 50,000
    BLAINE COUNTY RECREATION DISTRICT
    1050 FOX ACRES ROAD 107
    HAILEY,ID83333
    N/A GOV FOR THE GALENA LODGE 50,000
    SUN VALLEY COMMUNITY SCHOOL INC
    PO BOX 2118
    SUN VALLEY,ID83353
    N/A PC FOR THE 2021-22 ANNUAL FUND 50,000
    SUN VALLEY SKI EDUCATION FOUNDATION
    PO BOX 203
    SUN VALLEY,ID83353
    N/A PC FOR THE ROTARUN SKI AREA 50,000
    ANCIENT DRAGON ZEN GATE
    PO BOX 408620
    CHICAGO,IL60640
    N/A PC FOR THE CAPITAL CAMPAIGN 50,000
    REPRESENT US EDUCATION FUND
    PO BOX 60008
    FLORENCE,MA01062
    N/A PC FOR GENERAL OPERATING SUPPORT 50,000
    HOPE ENTERPRISE CORPORATION
    4 OLD RIVER PLACE SUITE A
    JACKSON,MS39202
    N/A PC DESIGNATED PAYMENT BY WILLIAM BYNUM, 2021 HEINZ AWARD WINNER - ECONOMY 50,000
    DINA BAKST
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222
    NONE I 2021 HEINZ AWARD WINNER - ECONOMY 50,000
    SHERRY LEIWANT
    625 LIBERTY AVENUE SUITE 3200
    PITTSBURGH,PA15222
    NONE I 2021 HEINZ AWARD WINNER - ECONOMY 50,000
    PITTSBURGH TRUST FOR CULTURAL RESOURCES
    803 LIBERTY AVENUE
    PITTSBURGH,PA15222
    N/A PC FOR GENERAL OPERATING SUPPORT 50,000
    RODALE INSTITUTE
    611 SIEGFRIEDALE ROAD
    KUTZTOWN,PA19530
    N/A PC FOR THE REGENERATIVE HEALTH INSTITUTE 50,000
    THE UNITED WAY OF SOUTHWESTERN PENNSYLVANIA
    1250 PENN AVENUE
    PITTSBURGH,PA15222
    N/A PC FOR THE AGE FRIENDLY GREATER PITTSBURGH PROGRAM 50,000
    ENGAGE NEPAL
    5022 GRAND BEECH CT
    HAYMARKET,VA20169
    N/A PC FOR GENERAL OPERATING SUPPORT 50,000
    NAVY SEAL FOUNDATION INC
    1619 D STREET
    VIRGINIA BEACH,VA23459
    N/A PC FOR THE 2021 ANNUAL NEW YORK CITY BENEFIT DINNER 50,000
    NAVY SEAL FOUNDATION INC
    1619 D STREET
    VIRGINIA BEACH,VA23459
    N/A PC FOR THE 2021 ANNUAL NEW YORK CITY BENEFIT DINNER 50,000
    NAVY SEAL FOUNDATION INC
    1619 D STREET
    VIRGINIA BEACH,VA23459
    N/A PC FOR THE 2021 ANNUAL NEW YORK CITY BENEFIT DINNER 50,000
    UNITED STATES SKI ASSOCIATION
    PO BOX 100
    PARK CITY,UT84060
    N/A PC FOR GENERAL OPERATING SUPPORT 40,000
    SUN VALLEY MUSIC FESTIVAL
    PO BOX 1914
    SUN VALLEY,ID83353
    N/A PC FOR GENERAL OPERATING SUPPORT 30,000
    SUN VALLEY SKI EDUCATION FOUNDATION
    PO BOX 203
    SUN VALLEY,ID83353
    N/A PC FOR THE ROTARUN SKI AREA CAPITAL 30,000
    SIMMONS UNIVERSITY
    300 THE FENWAY
    BOSTON,MA02115
    N/A PC FOR EDUCATIONAL DEVELOPMENT FOR INTEGRATIVE FUNCTIONAL NUTRITION 30,000
    MERCURY SOUL INC
    55 TAYLOR STREET
    SAN FRANCISCO,CA94102
    N/A PC FOR THE PHILHARMONIA FANTASTIQUE EDUCATIONAL PROGRAM 25,000
    BROOKINGS INSTITUTION
    1775 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC20036
    N/A PC FOR GENERAL OPERATING SUPPORT 25,000
    WORLD CENTRAL KITCHEN
    655 NEW YORK AVENUE NW 6TH FLOOR
    WASHINGTON,DC20001
    N/A PC FOR GENERAL OPERATING SUPPORT 25,000
    BLAINE COUNTY HUNGER COALITION
    121 HONEYSUCKLE STREET
    BELLEVUE,ID83313
    N/A PC FOR GENERAL OPERATING SUPPORT 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 25,000
    THE CRISIS HOTLINE
    PO BOX 939
    KETCHUM,ID83340
    N/A PC FOR THE NEIGHBORS HELPING NEIGHBORS PROGRAM SUPPORTING COVID-19 EFFORTS 25,000
    LIVING WITH WOLVES LTD
    PO BOX 896
    SUN VALLEY,ID83353
    N/A PC FOR GENERAL OPERATING SUPPORT 25,000
    SAWTOOTH SPORTS FOUNDATION INC
    PO BOX 1185 110 TIMBER WAY
    KETCHUM,ID83340
    N/A PC FOR THE HURTIG SHOOTING CENTER 25,000
    SAWTOOTH SPORTS FOUNDATION INC
    PO BOX 1185 110 TIMBER WAY
    KETCHUM,ID83340
    N/A PC FOR THE HURTIG SHOOTING CENTER 25,000
    SPUR COMMUNITY FOUNDATION
    PO BOX 6184
    KETCHUM,ID83440
    N/A PC FOR THE COMMUNITY HOUSING FUND 25,000
    ST LUKE'S WOOD RIVER FOUNDATION
    PO BOX 7005
    KETCHUM,ID83440
    N/A PC FOR THE COVID-19 RESPONSE FUND 25,000
    ST THOMAS EPISCOPAL CHURCH
    PO BOX 1070
    SUN VALLEY,ID83353
    N/A PC FOR GENERAL OPERATING SUPPORT 25,000
    SUN VALLEY BALLET FOUNDATION
    141 SIOUX DRIVE
    KETCHUM,ID83333
    N/A PC FOR THE PAULA CAPUTO SCHOLARSHIP FUND 25,000
    MILTON ACADEMY
    170 CENTRE STREET
    MILTON,MA02186
    N/A PC FOR THE SANDY CORTESI 58 ENDOWMENT 25,000
    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 GALA FOR PREVENTION 25,000
    WGBH EDUCATIONAL FOUNDATION
    ONE GUEST STREET
    BOSTON,MA02135
    N/A PC FOR THE MASTERPIECE TRUST 25,000
    WOODS HOLE OCEANOGRAPHIC INSTITUTION
    266 WOODS HOLE ROAD
    WOODS HOLE,MA02543
    N/A PC FOR DR. UMMENHOFER AND DR. WALKER'S WHALING LOGBOOK PROJECT 25,000
    DOCTORS WITHOUT BORDERS USA
    PO BOX 5030
    HAGERSTOWN,MD21741
    N/A PC FOR GENERAL OPERATING SUPPORT 25,000
    HOLT-ELWELL MEMORIAL FOUNDATION
    PO BOX 9
    EAST HEBRON,NH03241
    N/A PC FOR THE CAMP MOWGLIS' SCHOLARSHIP ENDOWMENT FUND 25,000
    CHARITY WATER
    40 WORTH STREET SUITE 829
    NEW YORK,NY10013
    N/A PC FOR GENERAL OPERATING SUPPORT 25,000
    ENDEAVOR
    900 BROADWAY SUITE 301
    NEW YORK,NY10003
    N/A PC FOR THE 2021 ENDEAVOR GALA 25,000
    NATIONAL DANCE INSTITUTE INC
    217 WEST 147TH STREET
    NEW YORK,NY10039
    N/A PC FOR THE ADOPTION CAMPAIGN WHICH SUPPORTS PROGRAMMING AT A NEW YORK CITY PARTNER SCHOOL 25,000
    NATIONAL DANCE INSTITUTE INC
    217 WEST 147TH STREET
    NEW YORK,NY10039
    N/A PC FOR GENERAL OPERATING SUPPORT IN MEMORY OF JACQUES D'AMBOISE 25,000
    CARNEGIE INSTITUTE
    4400 FORBES AVENUE
    PITTSBURGH,PA15213
    N/A PC FOR THE 2021 ANNUAL GIVING CAMPAIGN 25,000
    CARNEGIE MELLON UNIVERSITY
    5000 FORBES AVENUE
    PITTSBURGH,PA15213
    N/A PC FOR THE 2020-21 TRUSTEE ANNUAL FUND 25,000
    GREATER PITTSBURGH COMMUNITY FOOD BANK
    ONE N LINDEN STREET
    DUQUESNE,PA15110
    N/A PC FOR GENERAL OPERATING SUPPORT RELATED TO COVID-19 DEMAND TO ASSIST FAMILIES WITH SCHOOL-AGED CHILDREN 25,000
    GROUNDED STRATEGIES
    6401 PENN AVENUE FLOOR 3
    PITTSBURGH,PA15206
    N/A PC FOR THE PGH MOBILE TOOLBOX PROGRAM 25,000
    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
    ENGAGE NEPAL
    5022 GRAND BEECH CT
    HAYMARKET,VA20169
    N/A PC FOR GENERAL OPERATING SUPPORT 25,000
    MOCKINGBIRD MINISTRIES INC
    100 WEST JEFFERSON STREET
    CHARLOTTESVILLE,VA22902
    N/A PC FOR STORYMAKERSNYC 25,000
    TEMPLE UNIVERSITY
    1816 N 15TH STREET 3RD FLOOR
    PHILADELPHIA,PA19121
    N/A PC FOR THE TEMPLE OWL CLUB FOR THE BENEFIT OF TEMPLE UNIVERSITY ATHLETICS, MEN'S CREW, FOR THE SPECIFIC PURPOSE OF FUNDING A REPLACEMENT 4+ BOAT DEDICATED TO JAMIE BEYER '96, WITH CONTRIBUTION BEING MADE FROM FRIENDLY RIVALS THE GEORGETOWN UNIVERSITY CREW 24,000
    THORN
    1240 ROSECRANS AVENUE SUITE 120
    MANHATTAN BEACH,CA90266
    N/A PC FOR GENERAL OPERATING SUPPORT 20,000
    BLAINE COUNTY SENIORS COUNCIL INC
    PO BOX 28
    HAILEY,ID83333
    N/A PC FOR THE MEALS ON WHEELS PROGRAM RELATED TO COVID-19 DEMAND 20,000
    SUN VALLEY MUSIC FESTIVAL
    PO BOX 1914
    SUN VALLEY,ID83353
    N/A PC FOR THE PERFORMANCE OF GABRIELA LENA FRANKS "THREE LATIN AMERICAN DANCES FOR ORCHESTRA" 20,000
    SUN VALLEY WRITERS' CONFERENCE
    PO BOX 957
    SUN VALLEY,ID83340
    N/A PC FOR THE 2022 WRITERS' CONFERENCE 20,000
    SIMMONS UNIVERSITY
    300 THE FENWAY
    BOSTON,MA02115
    N/A PC FOR THE NUTRITION DEPARTMENT'S DIVERSITY MENTORS PROGRAM 20,000
    SEVERN SCHOOL
    116 MAPLE AVENUE
    SEVERNA PARK,MD21146
    N/A PC FOR THE VAN ENEY '09 FELLOWS PROGRAM 20,000
    NEW YORK PUBLIC LIBRARY
    445 FIFTH AVENUE
    NEW YORK,NY10016
    N/A PC FOR THE NEW CENTER FOR THE HUMANITIES IN HONOR OF VARTAN GREGORIAN 20,000
    COLLEGE OF CHARLESTON FOUNDATION
    66 GEORGE STREET
    CHARLESTON,SC29424
    N/A PC FOR THE GRANT MAYO ENEY MEMORIAL ENDOWED SCHOLARSHIP 20,000
    GOOD FOOD INSTITUTE
    1380 MONROE STREET NW 229
    WASHINGTON,DC20010
    N/A PC FOR GENERAL OPERATING SUPPORT 15,000
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    PO BOX 97166
    WASHINGTON,DC20090
    N/A PC FOR GENERAL OPERATING SUPPORT 15,000
    UNITED NATIONS FOUNDATION
    1750 PENNSYLVANIA AVENUE NW SUITE
    300
    WASHINGTON,DC20006
    N/A PC FOR THE COALITION FOR EPIDEMIC PREPAREDNESS INNOVATIONS (PART OF COVID-19 SOLIDARITY RESPONSE FUND) 15,000
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    PO BOX 415649
    BOSTON,MA02241
    N/A PC FOR GENERAL OPERATING SUPPORT 15,000
    ARTS FOR THE AGING INC
    15800 CRABBS BRANCH WAY SUITE 300
    ROCKVILLE,MD20855
    N/A PC FOR GENERAL OPERATING SUPPORT 15,000
    THE SOCIETY OF MEMORIAL SLOAN KETTERING
    PO BOX 27461
    NEW YORK,NY10087
    N/A PC FOR GENERAL OPERATING SUPPORT IN MEMORY OF MELINDA BLINKEN 15,000
    TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
    1 COLLEGE HALL ROOM 100
    PHILADELPHIA,PA19104
    N/A PC FOR SUPPORT OF THE RESEARCH OF DR. JAMES PAWELSKI 12,000
    SAN FRANCISCO PARKS ALLIANCE
    1074 FOLSOM STREET
    SAN FRANCISCO,CA94110
    N/A PC FOR THE JAPANESE TEA GARDEN "SAVE OUR PAGODA" CAMPAIGN 10,000
    YALE UNIVERSITY
    195 PROSPECT STREET
    NEW HAVEN,CT06511
    N/A PC FOR YALE ENVIRONMENT 360 10,000
    NATIONAL GALLERY OF ART
    6TH AND CONSTITUTION
    WASHINGTON,DC20036
    N/A PC FOR THE ANNUAL CIRCLE FUND 10,000
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    PO BOX 97166
    WASHINGTON,DC20090
    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
    LEE PESKY LEARNING CENTER INC
    3324 ELDER STREET
    BOISE,ID83705
    N/A PC FOR GENERAL OPERATING SUPPORT IN HONOR OF SAUL TURTLETAUB 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 MUSEUM OF ART
    PO BOX 656
    KETCHUM,ID83353
    N/A PC FOR THE 2021 WINE AUCTION 10,000
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION
    125 BROAD STREET 18TH FLOOR
    NEW YORK,NY10004
    N/A PC FOR GENERAL OPERATING SUPPORT 10,000
    THE BREAST CANCER RESEARCH FOUNDATION INC
    28 WEST 44TH STREET SUITE 609
    NEW YORK,NY10036
    N/A PC FOR THE BOSTON HOT PINK PARTY 10,000
    COUNCIL ON FOREIGN RELATIONS
    58 EAST 68TH STREET
    NEW YORK,NY10065
    N/A PC FOR THE ANNUAL FUND 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
    BRIDGE TO THE MOUNTAINS
    1526 RHINE STREET
    PITTSBURGH,PA15212
    N/A PC FOR GENERAL OPERATING SUPPORT IN MEMORY OF THOMAS JAHANIAN 10,000
    ROLLING HARVEST FOOD RESCUE
    PO BOX 693
    NEW HOPE,PA18938
    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 IN HONOR OF THE SCHOOL'S 20TH ANNIVERSARY 10,000
    RUSSELL BYERS CHARTER SCHOOL
    1911 ARCH STREET
    PHILADELPHIA,PA19103
    N/A PC FOR GENERAL OPERATING SUPPORT 10,000
    SAINT VINCENT COLLEGE
    300 FRASER PURCHASE ROAD
    LATROBE,PA15650
    N/A PC FOR THE FRED ROGERS CENTER IN MEMORY OF JOANNE ROGERS 10,000
    UNITE FOR HER
    127 EAST CHESTNUT STREET
    WEST CHESTER,PA19380
    N/A PC FOR GENERAL OPERATING SUPPORT 10,000
    PURE GAME
    1725 SOUTH DOUGLASS ROAD
    ANAHEIM,CA92806
    N/A PC FOR GENERAL OPERATING SUPPORT 6,500
    THE ANDI LEADERSHIP INSTITUTE FOR YOUNG WOMEN
    2801 LIBERTY AVENUE
    PITTSBURGH,PA15222
    N/A PC FOR GENERAL OPERATING SUPPORT 6,500
    LIVING WITH WOLVES LTD
    PO BOX 896
    SUN VALLEY,ID83353
    N/A PC FOR GENERAL OPERATING SUPPORT 6,000
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT06521
    N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    THE PLANTRICIAN PROJECT
    PO BOX 741596
    BOYNTON BEACH,FL33474
    N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    THE ALGEBRA PROJECT
    99 BISHOP RICHARD ALLEN DRIVE
    CAMBRIDGE,MA02130
    N/A PC FOR GENERAL OPERATING SUPPORT IN MEMORY OF BOB MOSES 5,000
    AMERICAN ACADEMY OF ARTS AND SCIENCES
    136 IRVING STREET
    CAMBRIDGE,MA02138
    N/A PC FOR THE ANNUAL FUND 5,000
    HEARTH INC
    1640 WASHINGTON STREET
    BOSTON,MA02118
    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
    PARTNERS IN HEALTH
    PO BOX 996
    FREDERICK,MD21705
    N/A PC FOR GENERAL OPERATING SUPPORT IN MEMORY OF DR. THOMAS QUINCY GARVEY 5,000
    HOLT-ELWELL MEMORIAL FOUNDATION
    PO BOX 9
    EAST HEBRON,NH03241
    N/A PC FOR CAMP MOWGLIS 5,000
    ST PAUL'S SCHOOL
    325 PLEASANT STREET
    CONCORD,NH03301
    N/A PC FOR THE PARENTS ANNUAL FUND 5,000
    NEW YORK RESTORATION PROJECT
    254 WEST 31ST STREET 10TH FLOOR
    NEW YORK,NY10001
    N/A PC FOR THE ANNUAL HULAWEEN EVENT 5,000
    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
    CARNEGIE INSTITUTE MUSEUM OF ART
    4400 FORBES AVENUE
    PITTSBURGH,PA15213
    N/A PC FOR THE MUSEUM OF ARTS COLLECTION HANDBOOK 5,000
    CARNEGIE INSTITUTE MUSEUM OF ART
    4400 FORBES AVENUE
    PITTSBURGH,PA15213
    N/A PC FOR THE FELLOWS FUND 5,000
    THE CHARACTER LAB
    3675 MARKET STREET SUITE 200
    PHILADELPHIA,PA19104
    N/A PC FOR GENERAL OPERATING SUPPORT 5,000
    UNIVERSITY OF PITTSBURGH
    128 NORTH CRAIGN STREET
    PITTSBURGH,PA15260
    N/A PC FOR THE FU FAMILY LEGACY FUND 5,000
    WOODLEY HOUSE INC
    6856 EASTERN AVENUE NW
    WASHINGTON,DC20012
    N/A PC FOR THE ANNUAL WOODLEY HOUSE MOVIE BENEFIT EVENT 2,500
    FUND FOR PARKS AND RECREATION IN BOSTON
    1010 MASSACHUSETTS AVENUE
    BOSTON,MA02118
    N/A PC FOR THE BOSTON COMMON HOLIDAY DISPLAY CAMPAIGN 2,500
    EAST SIDE HOUSE SETTLEMENT
    337 ALEXANDER AVENUE
    BRONX,NY10454
    N/A PC FOR THE WINTER ANTIQUES SHOW 2,500
    NANTUCKET CONSERVATION FOUNDATION INC
    PO BOX 13 118 CLIFF ROAD
    NANTUCKET,MA02554
    N/A PC FOR GENERAL OPERATING SUPPORT 1,500
    NANTUCKET HISTORICAL ASSOCIATION
    PO BOX 1016
    NANTUCKET,MA02554
    N/A PC FOR GENERAL OPERATING SUPPORT 1,000
    SMALL FRIENDS ON NANTUCKET INC
    PO BOX 2826
    NANTUCKET,MA02584
    N/A PC FOR GENERAL OPERATING SUPPORT 500
    Total .................................bullet 3a 5,147,500
    bApproved for future payment
    FOODCORPS INC
    1140 SE 7TH AVENUE SUITE 110
    PORTLAND,OR97214
    N/A PC FOR THE SCHOOL NUTRITION PILOT PROGRAM AND SUPPORTING ACTIVITIES 125,000
    Total .................................bullet 3b 125,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 94,623 18 6,834,578  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    a  
        01 59,158  
    bINCOME FROM PARTNERSHIPS   -28,074      
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 66,549 7,332,563 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    7,399,112
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 instructions.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    HEINZ FAMILY FOUNDATION
    EIN:
    25-1689382
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 26,598 1,125   21,373

    TY 2021 GeneralExplanationAttachment
    Name:
    HEINZ FAMILY FOUNDATION
    EIN:
    25-1689382
    Identifier Return Reference Explanation
      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 QUALIFIED GRANT RECIPIENTS. 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 2021 InvestmentsCorpStockSchedule
    Name:
    HEINZ FAMILY FOUNDATION
    EIN:
    25-1689382
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABDIEL QUALIFIED OFFSHORE PARTNERS - AWARDS 2,000,000 3,689,102
    ABDIEL QUALIFIED OFFSHORE PARTNERS - T&J 1,000,000 1,844,551
    CAT ROCK OPPORTUNITIES FUND - AWARDS 706,330 896,181
    CAT ROCK OPPORTUNITIES FUND - T&J 353,165 448,091
    ECAM PARTNERS AWARDS 5,000,000 5,779,892
    ECAM PARTNERS T&J 2,000,000 2,311,957
    FPR PARTNERS - AWARDS 5,000,000 5,384,957
    FPR PARTNERS - T&J 2,450,000 2,359,986
    HILLHOUSE CHINA VALUE FEEDER LTD. AWARDS 2,000,000 2,544,480
    HILLHOUSE CHINA VALUE FEEDER LTD. T&J 1,000,000 1,272,240
    INCENTIVE ACTIVE VALUE LONG ONLY, LP AWARDS 3,040,325 4,336,292
    INCENTIVE ACTIVE VALUE LONG ONLY, LP T&J 1,520,162 2,168,146
    ISHARES MSCI ACWI EX US ETF AWARDS 2,415,072 2,981,995
    ISHARES MSCI ACWI EX US ETF T&J 553,378 695,111
    ISHARES RUSSEL 1000 INDEX - AWARDS 3,072,381 4,187,513
    ISHARES RUSSEL 1000 INDEX - T&J 733,038 983,680
    JAPAN ABSOLUTE VALUE FUND, LP AWARDS 2,500,000 2,372,848
    JAPAN ABSOLUTE VALUE FUND, LP T&J 1,000,000 949,139
    KILTEARN GLOBAL EQUITY FUND AWARDS 4,300,000 6,575,127
    KILTEARN GLOBAL EQUITY FUND T&J 1,767,529 2,710,570
    KUVARI FOCUS LONG-ONLY AWARDS 3,000,000 2,765,939
    KUVARI FOCUS LONG-ONLY T&J 1,500,000 1,382,970
    OAKMARK INCOME AND EQUITY FUND - EXETER 1,077,704 1,277,163
    OAKMARK INCOME AND EQUITY FUND - YALE 3,778,466 4,474,638
    SCHRODER CORE BOND FUNDS - AWARDS 9,590,678 9,402,252
    SCHRODER CORE BOND FUNDS - T&J 3,451,069 3,379,622
    STOCKBRIDGE FUND, LP - AWARDS 3,000,000 3,932,605
    STOCKBRIDGE FUND, LP - T&J 1,500,000 1,966,302
    WGI EMERGING MARKETS FUND AWARDS 1,977,336 2,329,960
    WGI EMERGING MARKETS FUND T&J 942,757 1,110,931
    WGI EMERGING MARKETS SMALLER CO FUND AWARDS 1,535,511 1,892,072
    WGI EMERGING MARKETS SMALLER CO FUND T&J 721,306 888,596
    WHITESPRUCE - T&J 2,250,000 2,625,502
    WHITESPRUCE -AWARDS 4,450,000 5,678,322

    TY 2021 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 1,299,981 1,299,769 212 212
    FURNITURE & FIXTURES 302,079 284,281 17,798 17,798

    TY 2021 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 2021 LegalFeesSchedule
    Name:
    HEINZ FAMILY FOUNDATION
    EIN:
    25-1689382
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 35,220 9,119   25,960


    TY 2021 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
    ALUA OFFSHORE FUND, LTD. 1,600,000 1,600,000 1,594,954
    CAMBER CAPITAL OFFSHORE 1,700,000 1,700,000 2,108,788
    CERES FARMS, LLC 139,917 0 0
    ECOR1 CAPITAL OFFSHORE FUND, LTD. 0 2,000,000 2,110,974
    HARVEST MLP INCOME FUND 1,400,000 31,773 31,773
    HOLLYPORT SECONDARY OPPS VI 2,100,158 2,100,158 3,516,040
    HORSLEY BRIDGE STRATEGIC FUND IV, L.P. 1,346,052 2,771,197 4,744,691
    ITE RAIL FUND, LP 2,500,000 0 0
    KENSICO PARTNERS 124,207 0 0
    KLINE HILL OFFSHORE II 1,460,991 1,268,178 2,188,288
    KLINE HILL PARTNERS OFFSHORE FUND III, LP 198,582 1,019,232 2,126,019
    KLINE HILL PARTNERS OPP OFFSHORE FUND III 54,171 288,847 645,127
    M3 PARTNERS, LP 1,700,000 1,700,000 2,231,889
    MADISON AVENUE OFFSHORE FUND 1,600,000 1,600,000 2,711,637
    MELVIN CAPITAL OFFSHORE 1,000,000 1,000,000 740,443
    PARK ST. VI CAP. PRIVATE EQUITY 733,516 0 0
    PARK ST. VII CAP. PRIVATE EQUITY 707,100 707,100 30,188
    PARK ST. IX CAP. PRIVATE EQUITY 1,079,800 983,964 1,036,193
    PARK ST. VIII CAP. PRIVATE EQUITY 804,119 762,034 886,167
    PHARO MACRO FUND, LTD. 1,000,000 1,000,000 974,599
    POINTER OFFSHORE LTD. 5,800,000 5,800,000 7,718,763
    RIVERNORTH INSTITUTIONAL PARTNERS 2,600,000 4,100,000 5,307,987
    SAMLYN OFFSHORE, LTD. 2,000,000 2,000,000 3,007,051
    SQN INVESTORS OFFSHORE 1,700,000 1,700,000 1,730,895
    STARK ASSET MGMT (SHEPHERD) 32,227 32,228 30,808
    TENG YUE PARTNERS OFFSHORE 1,700,000 1,700,000 1,014,901


    TY 2021 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 20,789 1,039   19,750
    EQUIPMENT & FURNITURE MAINTENANCE 79,087 3,954   75,133
    FLOWTHROUGH FROM P-SHIPS 0 341,233   0
    PHONE/FAX 11,013 550   10,462
    POSTAGE & MESSENGER 5,131 256   4,874
    OFFICE MISC 4,072 203   3,868
    OFFICE SUPPLIES 1,171 59   1,112
    DUES 325 16   309
    DIRECT HEINZ AWARD EXPENSE 558,973 0   558,973
    RESEARCH EXPENSE 2,083 0   2,083
    CONTRACTED EMPLOYEES SERVICES 1,038,452 51,923   986,529


    TY 2021 OtherIncomeSchedule2
    Name:
    HEINZ FAMILY FOUNDATION
    EIN:
    25-1689382
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
      59,158 59,158 59,158
    INCOME FROM PARTNERSHIPS -28,074 0 -28,074


    TY 2021 OtherIncreasesSchedule
    Name:
    HEINZ FAMILY FOUNDATION
    EIN:
    25-1689382
    Description Amount
    ADJUSTMENT FOR GRANTS PAYABLE 30,000


    TY 2021 OtherLiabilitiesSchedule
    Name:
    HEINZ FAMILY FOUNDATION
    EIN:
    25-1689382
    Description Beginning of Year - Book Value End of Year - Book Value
    AGENCY LIABILITIES 4,640,233 4,880,268


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    HEINZ FAMILY FOUNDATION
    EIN:
    25-1689382
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGMT FEES 546,606 554,190   0
    INVESTMENT CONSULTING 30,658 30,658   0


    TY 2021 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 72,274   0
    FEDERAL INCOME TAX 120,459 0   0