Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$125,099,864J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 861,758 2,020,906  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,939,420
b Gross sales price for all assets on line 6a 9,360,147
7 Capital gain net income (from Part IV, line 2)... 530,615
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
List of Attached Documents:
// Content
837 60,375  
12 Total. Add lines 1 through 11........ 2,802,015 2,611,896  
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)......... Click to see attachment
List of Attached Documents:
// Content
14,370 719   13,651
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
30,094 1,387   26,344
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
605,404 607,877   0
17 Interest...............   116,624    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,122 63,692   0
19 Depreciation (attach schedule) and depletion... 6,304 315  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 24,315 1,216   23,099
22 Printing and publications.......... 1,084 54   1,030
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,956,843 339,942   1,954,589
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,646,536 1,131,826   2,018,713
25 Contributions, gifts, grants paid....... 4,479,500 4,739,500
26 Total expenses and disbursements. Add lines 24 and 25 7,126,036 1,131,826   6,758,213
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,324,021
b Net investment income (if negative, enter -0-) 1,480,070
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 26,771 61,502 61,502
2 Savings and temporary cash investments......... 1,254,525 6,581,658 6,581,658
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 27,583,319 Click to see attachment
List of Attached Documents:
// Content
28,533,319 		28,253,837
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow1,599,254
Less: accumulated depreciation (attach schedule) right arrow1,596,344 9,214 Click to see attachment
List of Attached Documents:
// Content
2,910 		2,910
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 49,377,190 Click to see attachment
List of Attached Documents:
// Content
40,400,900 		48,859,135
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
36,981,470 		Click to see attachment
List of Attached Documents:
// Content
35,186,968 		Click to see attachment
List of Attached Documents:
// Content
41,340,822
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 115,232,489 110,767,257 125,099,864
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 175,000 225,000
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
4,658,737 		Click to see attachment
List of Attached Documents:
// Content
4,517,526
23 Total liabilities (add lines 17 through 22)......... 4,833,737 4,742,526
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 32,361,618 30,933,650
25 Net assets with donor restrictions............ 78,037,134 75,091,081
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 110,398,752 106,024,731
30 Total liabilities and net assets/fund balances (see instructions). 115,232,489 110,767,257
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
110,398,752
2
Enter amount from Part I, line 27a .....................
2
-4,324,021
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
106,074,731
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
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
106,024,731
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b FLOWTHROUGH FROM PARTNERSHIPS P    
c AGENCY FUNDS - REALIZED LOSS P    
d
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 8,876,237   8,818,718 57,519
b 483,910     483,910
c     10,814 -10,814
d
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       57,519
b       483,910
c       -10,814
d
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 2 530,615
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
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 right arrow 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) 1 20,573
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 20,573
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 20,573
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 80,508
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 80,508
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 59,935
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow59,935 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowPA
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowN/A
14
The books are in care ofright arrowMICHELE M BATTLE Telephone no.right arrow (412) 497-5775

Located atright arrow625 LIBERTY AVENUE SUITE 3200PITTSBURGHPA ZIP+4right arrow15222
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
WENDY MACKENZIE SECRETARY AND TERM DIRECTOR
1.00 		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
ALISON BYERS TERM DIRECTOR
1.00 		0 0 0
625 LIBERTY AVENUE SUITE 3200
PITTSBURGH,PA15222
ELISSA BROWN 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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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 PERSONAL SERVICES AGREEMENT 1,536,624
625 LIBERTY AVENUE SUITE 3200
PITTSBURGH,PA15222
BURNESS COMMUNICATIONS HEINZ AWARDS PUBLIC RELATIONS CONSULTING 140,265
7910 WOODMONT AVENUE SUITE 700
BETHESDA,MD208147034
Total number of others receiving over $50,000 for professional services.............right arrow0
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 2023, SIX GRANTS WERE MADE TO INDIVIDUALS OR CHARITABLE ORGANIZATIONS AS DETAILED ON PART XIV.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. 2,464,125
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
26,061,236
b
Average of monthly cash balances.......................
1b
4,589,086
c
Fair market value of all other assets (see instructions)................
1c
89,987,483
d
Total (add lines 1a, b, and c).........................
1d
120,637,805
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
120,637,805
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,809,567
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
118,828,238
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,941,412
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
5,941,412
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
20,573
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
5,774
c
Add lines 2a and 2b............................
2c
26,347
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,915,065
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,915,065
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
5,915,065
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
6,758,213
b
Program-related investments—total from Part VIII-B..................
1b
0
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
6,758,213
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 5,915,065
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 4,954,245
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 6,758,213
a Applied to 2022, but not more than line 2a 4,954,245
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 2023 distributable amount..... 1,803,968
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		4,111,097
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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
COLETTE PICHON BATTLE


625 LIBERTY AVENUE SUITE 3200
PITTSBURGH,PA15222 		N/A I 2023 HEINZ AWARD WINNER - ENVIRONMENT 250,000
KATHRYN FINNEY


625 LIBERTY AVENUE SUITE 3200
PITTSBURGH,PA15222 		N/A I 2023 HEINZ AWARD WINNER - ECONOMY 250,000
KEVIN BEASLEY


625 LIBERTY AVENUE SUITE 3200
PITTSBURGH,PA15222 		N/A I 2023 HEINZ AWARD WINNER - ARTS 250,000
NICOLE HORSEHERDER


625 LIBERTY AVENUE SUITE 3200
PITTSBURGH,PA15222 		N/A I 2023 HEINZ AWARD WINNER - ENVIRONMENT 250,000
ROBERTO LUGO


625 LIBERTY AVENUE SUITE 3200
PITTSBURGH,PA15222 		N/A I 2023 HEINZ AWARD WINNER - ARTS 250,000

SOUL FIRE FARM INSTITUTE

1972 NY-2
PETERSBURG,NY12138 		N/A PC DESIGNATED PAYMENT BY LEAH PENNIMAN, 2023 HEINZ AWARD WINNER - ECONOMY 250,000

PHILLIPS EXETER ACADEMY

20 MAIN STREET
EXETER,NH038332460 		N/A PC SCHOLARSHIPS FOR THE 2023-24 ACADEMIC YEAR 58,000

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521 		N/A PC UNDERGRADUATE SCHOLARSHIPS FOR THE 2023-24 ACADEMIC YEAR 202,000

AARK WILDLIFE REHABILITATION AND EDUCATION CENTER

1531 UPPER STUMP ROAD
CHALFONT,PA18914 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

THE ADVOCATES FOR SURVIVORS OF DOMESTIC VIOLENCE

211 SOUTH RIVER STREET PO BOX 3216
HAILEY,ID83333 		N/A PC FOR GENERAL OPERATING SUPPORT 2,500

AMERICAN ACADEMY OF ARTS AND SCIENCES

136 IRVING STREET
CAMBRIDGE,MA02138 		N/A PC FOR THE ANNUAL FUND 5,000

AMERICAN CIVIL LIBERTIES UNION FOUNDATION

125 BROAD STREET 18TH FLOOR
NEW YORK,NY10004 		N/A PC FOR GENERAL OPERATING SUPPORT 10,000

ARTS FOR THE AGING INC

15800 CRABBS BRANCH WAY SUITE 300
ROCKVILLE,MD20855 		N/A PC FOR GENERAL OPERATING SUPPORT 15,000

ASSOCIATION FOR RESCUE AT SEA

125 BROAD STREET 18TH FLOOR
FISH CREEK,WI54212 		N/A PC FOR THE ICELANDIC ASSOCIATION FOR SEARCH AND RESCUE 10,000

BALD MOUNTAIN RESCUE FUND

PO BOX 370
KETCHUM,ID83340 		N/A PC FOR SUPPORT IN HONOR OF VINCE BAERTSCHI 25,000

BALD MOUNTAIN RESCUE FUND

PO BOX 370
KETCHUM,ID83340 		N/A PC FOR SUPPORT IN HONOR OF VINCE BAERTSCHI 25,000

THE BARACK OBAMA FOUNDATION

PO BOX 779056
CHICAGO,IL60677 		N/A PC FOR GENERAL OPERATING SUPPORT 250,000

BLAINE COUNTY HUNGER COALITION INC

110 HONEYSUCKLE STREET
BELLEVUE,ID83313 		N/A PC FOR GENERAL OPERATING SUPPORT 2,500

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

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

BRIGID ALLIANCE

PO BOX 58
NEW YORK,NY10024 		N/A PC FOR GENERAL OPERATING SUPPORT 25,000

BROOKINGS INSTITUTION

1775 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20036 		N/A PC FOR GENERAL OPERATING SUPPORT 25,000

CARNEGIE INSTITUTE

4400 FORBES AVENUE
PITTSBURGH,PA15213 		N/A PC FOR THE 2023 ANNUAL GIVING CAMPAIGN 25,000

CARNEGIE INSTITUTE MUSEUM OF ART

4400 FORBES AVENUE
PITTSBURGH,PA15213 		N/A PC FOR THE FELLOWS FUND 5,000

CARNEGIE MELLON UNIVERSITY

5000 FORBES AVENUE
PITTSBURGH,PA15213 		N/A PC FOR THE TRUSTEE ANNUAL FUND 25,000

CATHOLIC YOUTH ASSOCIATION OF PITTSBURGH INC

286 MAIN STREET
PITTSBURGH,PA15201 		N/A PC FOR THE 50TH ANNUAL ART ROONEY AWARD DINNER AND AUCTION 2,000

CENTER FOR NEW AMERICAN SECURITY INC

1152 15TH STREET NW SUITE 950
WASHINGTON,DC20005 		N/A PC FOR THE CAPITAL CAMPAIGN 125,000

CHURCH BY THE SEA

2700 MAYAN DRIVE
FT LAUDERDALE,FL33316 		N/A PC FOR THE NORTHERN ABACOS RELIEF AND REBUILD FUND 25,000

CLEAR THOUGHTS FOUNDATION

3000 VILLAGE RUN ROAD UNIT 103 225
PITTSBURGH,PA15090 		N/A PC FOR THE 2023 ROLL FOR A REASON GALA 15,000

COMMUNITY FOUNDATION OF GREATER JOHNSTOWN

216 FRANKLIN ST SUITE 400
JOHNSTOWN,PA15901 		N/A PC FOR THE PITTSBURGH CLIMATE FUNDERS CONFERENCE 30,000

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

COMMUNITY LIBRARY ASSOCIATION INC KETCHUM SUN VALLEY & TRIUMPH

415 SPRUCE AVENUE N PO BOX 2168
KETCHUM,ID83340 		N/A PC FOR SUPPORT OF THE LIBRARYS PROGRAMMING AND CORE COLLECTIONS FOR THE CHILDRENS LIBRARY 25,000

COUNCIL ON FOREIGN RELATIONS

58 EAST 68TH STREET
NEW YORK,NY10065 		N/A PC FOR THE ANNUAL FUND 10,000

DOCTORS WITHOUT BORDERS USA

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		N/A PC FOR GENERAL OPERATING SUPPORT 50,000

EAST SIDE HOUSE SETTLEMENT

337 ALEXANDER AVENUE
BRONX,NY10454 		N/A PC FOR THE WINTER ANTIQUES SHOW 2,500

ENGAGE NEPAL

5022 GRAND BEECH CT
HAYMARKET,VA20169 		N/A PC FOR GENERAL OPERATING SUPPORT 125,000

FLOURISH FOUNDATION

PO BOX 2429
KETCHUM,ID83340 		N/A PC FOR GENERAL OPERATING SUPPORT 10,000

THE FRED ROGERS COMPANY

424 S 27TH STREET SUITE 301
PITTSBURGH,PA15203 		N/A PC FOR ALMA'S WAY 100,000

FUND FOR PARKS AND RECREATION IN BOSTON

1010 MASSACHUSETTS AVENUE 3RD FLOOR
BOSTON,MA02118 		N/A PC FOR THE BOSTON COMMON HOLIDAY DISPLAY CAMPAIGN 2,500

GLOBAL LINKS

700 TRUMBULL DRIVE
PITTSBURGH,PA15205 		N/A PC FOR THE DOMESTIC MEDICAL AID COMMUNITY PARTNERS PROGRAM 15,000

HARLEM CHILDREN'S ZONE

35 EAST 125TH STREET 6TH FLOOR
NEW YORK,NY10035 		N/A PC FOR THE ANNUAL BENEFIT DINNER HONORING SAM REEVES 5,000

HEARTH INC

1640 WASHINGTON STREET
BOSTON,MA02118 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

HIGHER GROUND SUN VALLEY INC

P O BOX 6791 160 7TH STREET W
KETCHUM,ID83340 		N/A PC FOR GENERAL OPERATING SUPPORT 15,000

HOLT-ELWELL MEMORIAL FOUNDATION

PO BOX 9
HEBRON,NH03241 		N/A PC FOR CAMP MOWGLIS 2,500

HOLT-ELWELL MEMORIAL FOUNDATION

PO BOX 9
HEBRON,NH03241 		N/A PC FOR THE CAMP MOWGLIS SCHOLARSHIP ENDOWMENT FUND 29,000

IDAHO CONSERVATION LEAGUE

PO BOX 844
BOISE,ID83701 		N/A PC FOR THE WILDLIFE PROGRAM 30,000

INTERNATIONAL DOCUMENTARY ASSOCIATION

3600 WILSHIRE BLVD SUITE 1810
LOS ANGELES,CA90010 		N/A PC FOR THE MEDIHA FILM (ID: 5146) 5,000

JEWISH HEALTHCARE FOUNDATION OF PITTSBURGH

625 LIBERTY AVENUE SUITE 2500
PITTSBURGH,PA15222 		N/A PC FOR THE WOMEN AS THEY AGE: ADDRESSING THE NEXT INEQUITY FRONTIER PROGRAM 15,000

KHAN ACADEMY INC

PO BOX 1630
MOUNTAIN VIEW,CA94042 		N/A PC FOR THE KHANMINGO AI POWERED TUTOR PROGRAM 125,000

LAST CHANCE RANCH

9 BECK ROAD
QUAKERTOWN,PA18951 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

LIVING WITH WOLVES LTD

PO BOX 896
SUN VALLEY,ID83353 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA STREET SUITE 540
BOSTON,MA02114 		N/A PC FOR THE LYMPHEDEMA IN WOMEN WITH BREAST CANCER STUDY 330,000

MULE DEER FOUNDATION

PO BOX 1688
HAILEY,ID83333 		N/A PC FOR THE WOOD RIVER CHAPTER 5,000

MULTIPLYING GOOD INC

348 WEST 57TH STREET SUITE 115
NEW YORK,NY10019 		N/A PC FOR THE 51ST ANNUAL JEFFERSON AWARDS 25,000

NANTUCKET CONSERVATION FOUNDATION INC

PO BOX 13
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

NATIONAL DANCE INSTITUTE INC

217 WEST 147TH STREET
NEW YORK,NY10039 		N/A PC FOR THE 2023 ANNUAL GALA 25,000

NATIONAL FOREST FOUNDATION

BLDG 27 SUITE 3 FORT MISSOULA ROAD
MISSOULA,MT59804 		N/A PC FOR THE SAWTOOTH FOREST RIVERS TO PEAKS TREASURED LANDSCAPE SITE 50,000

NATIONAL GALLERY OF ART

6TH CONSTITUTION
WASHINGTON,DC20565 		N/A PC FOR THE ANNUAL CIRCLE FUND 10,000

NATIONAL LINKS TRUST

331 7TH STREET NE
WASHINGTON,DC20002 		N/A PC FOR THE JACK VARDAMAN WORKFORCE DEVELOPMENT PROGRAM 50,000

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 MARCH 2024 NEW YORK CITY EVENT 25,000

NAVY SEAL FOUNDATION INC

1619 D STREET
VIRGINIA BEACH,VA23459 		N/A PC FOR THE MARCH 2024 NEW YORK CITY EVENT 25,000

NEW YORK RESTORATION PROJECT

254 WEST 31ST STREET 10TH FLOOR
NEW YORK,NY10001 		N/A PC FOR THE ANNUAL HULAWEEN EVENT 5,000

PLANNED PARENTHOOD FEDERATION OF AMERICA

PO BOX 97166
WASHINGTON,DC20090 		N/A PC FOR GENERAL OPERATING SUPPORT 10,000

PLANNED PARENTHOOD FEDERATION OF AMERICA

PO BOX 97166
WASHINGTON,DC20090 		N/A PC FOR THE ACTION FUND 25,000

PLANNED PARENTHOOD KEYSTONE

610 LOUIS DRIVE SUITE 300
WARMINSTER,PA18974 		N/A PC FOR GENERAL OPERATING SUPPORT 25,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

PO BOX 415649
BOSTON,MA02241 		N/A PC FOR THE MBA CLASS OF 2001 NATIONAL DEFENSE FELLOWSHIP 10,000

REPRESENT US EDUCATION FUND

PO BOX 60008
FLORENCE,MA01062 		N/A PC FOR GENERAL OPERATING SUPPORT 50,000

RODALE INSTITUTE

611 SIEGFRIEDALE ROAD
KUTZTOWN,PA19530 		N/A PC FOR GENERAL OPERATING SUPPORT 25,000

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 WOMEN... SERIOUS BUSINESS" EVENT 5,000

SEED GLOBAL HEALTH

20 ASHBURTON PLACE 6TH FLOOR
BOSTON,MA02108 		N/A PC FOR GENERAL OPERATING SUPPORT 25,000

SEVERN SCHOOL

116 MAPLE AVENUE
SEVERNA PARK,MD21146 		N/A PC FOR THE VAN ENEY 09 FELLOWS PROGRAM 25,000

SILENT SPRING INSTITUTE

320 NEVADA STREET SUITE 320
NEWTON,MA02460 		N/A PC FOR THE ANNUAL GALA 25,000

SIMMONS UNIVERSITY

300 THE FENWAY
BOSTON,MA02115 		N/A PC FOR THE NUTRITION DEPARTMENT 25,000

SMALL FRIENDS ON NANTUCKET INC

PO BOX 2826
NANTUCKET,MA02584 		N/A PC FOR GENERAL OPERATING SUPPORT 500

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 GENERAL OPERATING SUPPORT 20,000

STORYMAKERS NYC INC

61 GRAMERCY PARK N 7TH FLOOR
NEW YORK CITY,NY10010 		N/A PC FOR STORYMAKERS NYC 12,500

SUN VALLEY COMMUNITY SCHOOL INC

PO BOX 2118
SUN VALLEY,ID83353 		N/A PC FOR THE 50TH ANNIVERSARY 50,000

SUN VALLEY INSTITUTE FOR RESILIENCE INC

PO BOX 3537
HAILEY,ID83333 		N/A PC FOR THE IMPACT IDAHO FUND 50,000

SUN VALLEY MUSEUM OF ART

PO BOX 656
SUN VALLEY,ID83353 		N/A PC FOR THE SUN VALLEY WINE AUCTION 10,000

SUN VALLEY MUSIC FESTIVAL

PO BOX 1914
SUN VALLEY,ID83353 		N/A PC FOR THE 2023 ASSOCIATE CONDUCTOR POSITION 30,000

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 2024 ASSOCIATE CONDUCTOR POSITION 30,000

SUN VALLEY SKI EDUCATION FOUNDATION

PO BOX 203
SUN VALLEY,ID83353 		N/A PC FOR ALPINE RESTRICTED (HALEY CUTLER) 5,000

SUN VALLEY SKI EDUCATION FOUNDATION

PO BOX 203
SUN VALLEY,ID83353 		N/A PC FOR THE ROTARUN AFTERSCHOOL PROGRAMMING FOR DISADVANTAGED KIDS 35,000

SUN VALLEY SKI EDUCATION FOUNDATION

PO BOX 203
SUN VALLEY,ID83353 		N/A PC FOR THE ROTARUN SNOWGUN CAPITAL CAMPAIGN 28,000

SUN VALLEY SKI EDUCATION FOUNDATION

PO BOX 203
SUN VALLEY,ID83353 		N/A PC FOR ALPINE RESTRICTED (HALEY CUTLER) 5,000

SUN VALLEY SKI EDUCATION FOUNDATION

PO BOX 203
SUN VALLEY,ID83353 		N/A PC FOR THE ROTARUN SKI AREA 50,000

SUN VALLEY WRITERS' CONFERENCE

P O BOX 957
KETCHUM,ID83340 		N/A PC FOR THE 2024 WRITERS' CONFERENCE 20,000

TED FOUNDATION INC

330 HUDSON STREET FLOOR 11
NEW YORK,NY10013 		N/A POF FOR THE TED FELLOWS PROGRAM 50,000

THORN

222 PACIFIC COAST HIGHWAY 10TH
FLOOR
EL SEGUNDO,CA90245 		N/A PC FOR GENERAL OPERATING SUPPORT 20,000

THRESHOLD DANCE PROJECT

400 WEST 43RD STREET SUITE 43E
NEW YORK,NY10036 		N/A PC FOR THE ANNUAL TABLE OF SILENCE PROJECT 9/11 15,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

1 COLLEGE HALL ROOM 100
PHILADELPHIA,PA191046380 		N/A PC FOR SUPPORT OF THE RESEARCH OF DR. JAMES PAWELSKI 100,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

1 COLLEGE HALL ROOM 100
PHILADELPHIA,PA191046380 		N/A PC FOR THE POSITIVE PSYCHOLOGY CENTER TO SUPPORT ACTIVITIES RELATED TO THE ADVANCEMENT OF POSITIVE PSYCHOLOGY 25,000

UNITE FOR HER

127 EAST CHESTNUT STREET
WEST CHESTER,PA19380 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

UNITED STATES SKI ASSOCIATION

PO BOX 100
PARK CITY,UT84060 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

UNITED STATES SKI ASSOCIATION

PO BOX 100
PARK CITY,UT84060 		N/A PC FOR GENERAL OPERATING SUPPORT 50,000

UNIVERSITY OF MINNESOTA FOUNDATION

200 OAK STREET SE SUITE 500
MINNEAPOLIS,MN55455 		N/A PC FOR THE RURAL HEALTH RESEARCH CENTER 50,000

WOODLEY HOUSE INC

3000 CONNECTICUT AVENUE NW SUITE
108
WASHINGTON,DC20008 		N/A PC FOR THE ANNUAL WOODLEY HOUSE MOVIE BENEFIT EVENT 2,500

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVENUE NW 7TH
FLOOR
WASHINGTON,DC20001 		N/A PC FOR GENERAL OPERATING SUPPORT 50,000

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVENUE NW 7TH
FLOOR
WASHINGTON,DC20001 		N/A PC FOR GENERAL OPERATING SUPPORT 25,000

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521 		N/A PC FOR GENERAL OPERATING SUPPORT 5,000

YALE UNIVERSITY

195 PROSPECT STREET
NEW HAVEN,CT06511 		N/A PC FOR YALE ENVIRONMENT 360 10,000
Total .................................right arrow 3a 4,739,500
bApproved for future payment

KHAN ACADEMY INC
PO BOX 1630
MOUNTAIN VIEW,CA94042 		N/A PC FOR THE KHANMINGO AI POWERED TUTOR PROGRAM 125,000

NATIONAL LINKS TRUST
331 7TH STREET NE
WASHINGTON,DC20002 		N/A PC FOR THE JACK VARDAMAN WORKFORCE DEVELOPMENT PROGRAM 50,000

SUN VALLEY INSTITUTE FOR RESILIENCE INC
PO BOX 3537
HAILEY,ID83333 		N/A PC FOR THE IMPACT IDAHO FUND 50,000
Total ................................. right arrow 3b 225,000
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 861,758  
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 43,816 18 1,895,604  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a   		    01 10,741  
bINCOME FROM PARTNERSHIPS   -9,904      
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 33,912 2,768,103 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,802,015
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
HEINZ FAMILY FOUNDATION
EIN:
25-1689382
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 30,094 1,387   26,344

TY 2023 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 2023 InvestmentsCorpStockSchedule
Name:
HEINZ FAMILY FOUNDATION
EIN:
25-1689382
Name of Stock End of Year Book Value End of Year Fair Market Value
ECAM PARTNERS - AWARDS 5,000,000 5,613,005
ECAM PARTNERS - T&J 2,000,000 2,245,202
ISHARES MSCI ACWI EX US ETF - AWARDS 2,415,072 2,737,428
ISHARES MSCI ACWI EX US ETF - T&J 553,378 638,102
ISHARES MSCI CHINA ETF - AWARDS 1,993,939 1,303,680
ISHARES MSCI CHINA ETF - T&J 996,970 651,840
ISHARES RUSSELL 1000 INDEX - AWARDS 3,072,381 4,153,149
ISHARES RUSSELL 1000 INDEX - T&J 733,038 975,607
SCHRODER CORE BOND FUND - AWARDS 8,345,839 7,063,726
SCHRODER CORE BOND FUND - T&J 3,422,702 2,872,098

TY 2023 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 1,299,981 0 0
FURNITURE & FIXTURES 299,272 296,362 2,910 2,910

TY 2023 InvestmentsOtherSchedule2
Name:
HEINZ FAMILY FOUNDATION
EIN:
25-1689382
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ABDIEL QUALIFIED OFFSHORE PARTNERS - AWARDS AT COST 2,000,000 2,775,436
ABDIEL QUALIFIED OFFSHORE PARTNERS - T&J AT COST 1,000,000 1,387,718
CAT ROCK OPPORTUNITIES FUND - AWARDS AT COST 597,376 473,077
CAT ROCK OPPORTUNITIES FUND - T&J AT COST 298,688 236,538
FINE ARTS - BERGSTROM/LIPPS LIBRARY - INVESTMENT IN FINE ARTS AT COST 479,590 479,590
FPR PARTNERS - AWARDS AT COST 4,563,459 4,117,438
FPR PARTNERS - T&J AT COST 2,009,850 1,803,570
INCENTIVE ACTIVE VALUE LONG ONLY, LP - AWARDS AT COST 3,040,325 3,393,658
INCENTIVE ACTIVE VALUE LONG ONLY, LP - T&J AT COST 1,520,162 1,696,829
JAPAN ABSOLUTE VALUE FUND, LP - AWARDS AT COST 2,500,000 2,306,118
JAPAN ABSOLUTE VALUE FUND, LP - T&J AT COST 1,000,000 922,447
KILTEARN GLOBAL EQUITY FUND - AWARDS AT COST 2,102,574 3,466,689
KILTEARN GLOBAL EQUITY FUND - T&J AT COST 1,079,829 1,785,570
OAKMARK INCOME AND EQUITY FUND - EXETER AT COST 994,490 1,173,228
OAKMARK INCOME AND EQUITY FUND - YALE AT COST 3,487,188 4,110,804
STOCKBRIDGE FUND, LP - AWARDS AT COST 3,000,000 3,928,851
STOCKBRIDGE FUND, LP - T&J AT COST 1,068,525 1,396,471
WGI EMERGING MARKETS FUND - AWARDS AT COST 1,977,336 2,640,731
WGI EMERGING MARKETS FUND - T&J AT COST 942,757 1,259,107
WGI EMERGING MARKETS SMALLER CO FUND - AWARDS AT COST 1,535,511 2,222,691
WGI EMERGING MARKETS SMALLER CO FUND - T&J AT COST 721,306 1,043,868
WHITESPRUCE FUND LTD. - AWARDS AT COST 3,065,967 4,266,153
WHITESPRUCE FUND LTD. - T&J AT COST 1,415,967 1,972,553

TY 2023 LegalFeesSchedule
Name:
HEINZ FAMILY FOUNDATION
EIN:
25-1689382
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 14,370 719   13,651


TY 2023 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 1,202,621 1,163,608
CAMBER CAPITAL OFFSHORE 1,700,000 1,482,267 2,243,583
ECOR1 CAPITAL OFFSHORE FUND, LTD. 2,000,000 2,000,000 1,895,071
HOLLYPORT SECONDARY OPPS VI 2,100,158 2,100,158 2,822,912
HORSLEY BRIDGE STRATEGIC FUND IV, L.P. 2,787,097 2,787,097 3,882,507
HUDSON WAY OFFSHORE FUND 1,500,000 1,500,000 1,586,015
KLINE HILL OFFSHORE II 1,268,178 1,268,178 1,276,768
KLINE HILL PARTNERS OFFSHORE FUND III, LP 1,117,700 1,117,700 1,655,222
KLINE HILL PARTNERS OFFSHORE FUND IV, LP 564,737 1,967,466 3,151,477
KLINE HILL PARTNERS OPP OFFSHORE FUND III 343,666 343,666 577,766
M3 PARTNERS, LP 1,700,000 1,473,473 2,127,980
MADISON AVENUE OFFSHORE FUND 1,600,000 1,232,139 2,670,708
MAPLE ROCK OFFSHORE FUND 1,500,000 1,500,000 1,635,311
MELVIN CAPITAL OFFSHORE 1,153 0 0
PARK ST. IX CAP. PRIVATE EQUITY 953,849 909,389 540,561
PARK ST. VII CAP. PRIVATE EQUITY 707,100 707,100 23,850
PARK ST. VIII CAP. PRIVATE EQUITY 705,604 698,004 261,738
PHARO MACRO FUND, LTD. 1,000,000 0 0
POINTER OFFSHORE LTD. 5,800,000 4,891,543 5,915,828
RIVERNORTH INSTITUTIONAL PARTNERS 4,100,000 4,100,000 5,696,485
SQN INVESTORS OFFSHORE 1,700,000 1,700,000 972,799
STARK ASSET MGMT (SHEPHERD) 32,228 6,167 4,647
TENG YUE PARTNERS OFFSHORE 2,200,000 2,200,000 1,235,986


TY 2023 OtherDecreasesSchedule
Name:
HEINZ FAMILY FOUNDATION
EIN:
25-1689382
Description Amount
ADJUSTMENT FOR GRANTS PAYABLE 50,000


TY 2023 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 11,840 592   11,248
EQUIPMENT & FURNITURE MAINTENANCE 20,147 1,007   19,140
FLOWTHROUGH FROM P-SHIPS 0 337,689   0
PHONE/FAX 5,885 294   5,591
POSTAGE & MESSENGER 3,964 198   3,766
OFFICE MISC 1,117 55   1,061
OFFICE SUPPLIES 1,812 91   1,721
DUES 325 16   309
DIRECT HEINZ AWARD EXPENSE 964,122 0   964,122
RESEARCH EXPENSE 2,631 0   2,631
PERSONAL SERVICES 945,000 0   945,000


TY 2023 OtherIncomeSchedule2
Name:
HEINZ FAMILY FOUNDATION
EIN:
25-1689382
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
  10,741 10,741 10,741
INCOME FROM PARTNERSHIPS -9,904 0 -9,904


TY 2023 OtherLiabilitiesSchedule
Name:
HEINZ FAMILY FOUNDATION
EIN:
25-1689382
Description Beginning of Year - Book Value End of Year - Book Value
AGENCY LIABILITIES 4,658,737 4,517,526


TY 2023 OtherProfessionalFeesSchedule
Name:
HEINZ FAMILY FOUNDATION
EIN:
25-1689382
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MGMT FEES 598,308 600,781   0
INVESTMENT CONSULTING 7,096 7,096   0


TY 2023 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 63,692   0
FEDERAL INCOME TAX 8,122 0   0