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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$130,222,017
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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,026,845 2,425,152  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,350,127
b Gross sales price for all assets on line 6a 23,005,115
7 Capital gain net income (from Part IV, line 2)... 6,049,508
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)....... 9,436 97,263  
12 Total. Add lines 1 through 11........ 7,386,408 8,571,923  
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)......... 16,562 828   15,734
b Accounting fees (attach schedule)....... 31,626 1,456   27,673
c Other professional fees (attach schedule).... 648,346 651,062   0
17 Interest...............   83,786    
18 Taxes (attach schedule) (see instructions)... 93,515 76,813   0
19 Depreciation (attach schedule) and depletion... 2,910 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 9,347 377   8,970
22 Printing and publications.......... 1,116 56   1,060
23 Other expenses (attach schedule)....... 1,780,494 404,683   1,778,928
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,583,916 1,219,061   1,832,365
25 Contributions, gifts, grants paid....... 4,000,500 4,265,500
26 Total expenses and disbursements. Add lines 24 and 25 6,584,416 1,219,061   6,097,865
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 801,992
b Net investment income (if negative, enter -0-) 7,352,862
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 61,502 36,779 36,779
2 Savings and temporary cash investments......... 6,581,658 3,246,060 3,246,060
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)....... 28,533,319 Click to see attachment
List of Attached Documents:
// Content
36,420,610
38,255,990
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow1,558,827
Less: accumulated depreciation (attach schedule) right arrow1,558,827 2,910    
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 40,400,900 Click to see attachment
List of Attached Documents:
// Content
34,892,626
43,666,318
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
35,186,968
Click to see attachment
List of Attached Documents:
// Content
36,848,778
Click to see attachment
List of Attached Documents:
// Content
45,016,870
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 110,767,257 111,444,853 130,222,017
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 225,000 175,000
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
4,517,526
Click to see attachment
List of Attached Documents:
// Content
4,393,130
23 Total liabilities (add lines 17 through 22)......... 4,742,526 4,568,130
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........... 30,933,650 31,036,716
25 Net assets with donor restrictions............ 75,091,081 75,840,007
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)..... 106,024,731 106,876,723
30 Total liabilities and net assets/fund balances (see instructions). 110,767,257 111,444,853
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
106,024,731
2
Enter amount from Part I, line 27a .....................
2
801,992
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
50,000
4
Add lines 1, 2, and 3 ..........................
4
106,876,723
5
Decreases not included in line 2 (itemize) right arrow
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
106,876,723
Form 990-PF (2024)
Form 990-PF (2024)
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 GAIN P    
d TAX BASIS LOSS PARK STREET VII P    
e TAX BASIS LOSS CAT ROCK 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 22,278,707   16,942,466 5,336,241
b 708,892     708,892
c 17,516     17,516
d     8,817 -8,817
e     4,324 -4,324
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       5,336,241
b       708,892
c       17,516
d       -8,817
e       -4,324
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 6,049,508
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) 1 102,205
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........................... 3 102,205
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- ..... 5 102,205
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 133,935
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 40,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 173,935
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 71,730
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow71,730 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 (EXIT 10/24)
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 (2024)
Form 990-PF (2024)
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 1,621,342
625 LIBERTY AVENUE SUITE 3200
PITTSBURGH,PA15222
BURNESS COMMUNICATIONS HEINZ AWARDS PUBLIC RELATIONS CONSULTING 133,688
7910 WOODMONT AVENUE SUITE 700
BETHESDA,MD208147034
STORY ROAD FILMS HEINZ AWARDS VIDEOGRAPHER 61,775
402 S BLACK AVENUE
BOZEMAN,MT59715
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 2024, NINE 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. 2,254,128
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 (2024)
Form 990-PF (2024)
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
30,327,860
b
Average of monthly cash balances.......................
1b
4,898,591
c
Fair market value of all other assets (see instructions)................
1c
96,571,144
d
Total (add lines 1a, b, and c).........................
1d
131,797,595
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
131,797,595
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,976,964
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
129,820,631
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,491,032
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
6,491,032
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
102,205
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
4,150
c
Add lines 2a and 2b............................
2c
106,355
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,384,677
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
6,384,677
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
6,384,677
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
6,097,865
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
6,097,865
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 6,384,677
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 4,111,097
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 6,097,865
a Applied to 2023, but not more than line 2a 4,111,097
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 2024 distributable amount..... 1,986,768
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
4,397,909
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 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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
AISHA NYANDORO


625 LIBERTY AVENUE SUITE 3200
PITTSBURGH,PA15222
NONE I 2024 HEINZ AWARD WINNER - ECONOMY 250,000
GALA DOMENICA PORRAS KIM


625 LIBERTY AVENUE SUITE 3200
PITTSBURGH,PA15222
NONE I 2024 HEINZ AWARD WINNER - ARTS 250,000

INATURALIST

PO BOX 150357
SAN RAFAEL,CA94915
N/A PC DESIGNATED PAYMENT BY SCOTT LOARIE, 2024 HEINZ AWARD WINNER - ENVIRONMENT 125,000

INATURALIST

PO BOX 150357
SAN RAFAEL,CA94915
N/A PC DESIGNATED PAYMENT BY KEN-ICHI M. UEDA, 2024 HEINZ AWARD WINNER - ENVIRONMENT 125,000
JANNA M WAGNER


625 LIBERTY AVENUE SUITE 3200
PITTSBURGH,PA15222
NONE I 2024 HEINZ AWARD WINNER - ECONOMY 125,000
JENNIFER C JONES


625 LIBERTY AVENUE SUITE 3200
PITTSBURGH,PA15222
NONE I 2024 HEINZ AWARD WINNER - ARTS 250,000
JESSICA SAGER


625 LIBERTY AVENUE SUITE 3200
PITTSBURGH,PA15222
NONE I 2024 HEINZ AWARD WINNER - ECONOMY 125,000
JESSICA SARAH DIAMOND


625 LIBERTY AVENUE SUITE 3200
PITTSBURGH,PA15222
NONE I 2024 HEINZ AWARD WINNER - ENVIRONMENT 125,000
MELINDA KRAMER


625 LIBERTY AVENUE SUITE 3200
PITTSBURGH,PA15222
NONE I 2024 HEINZ AWARD WINNER - ENVIRONMENT 125,000

PHILLIPS EXETER ACADEMY

20 MAIN STREET
EXETER,NH038332460
N/A PC SCHOLARSHIPS FOR THE 2024-25 ACADEMIC YEAR 59,000

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521
N/A PC UNDERGRADUATE SCHOLARSHIPS FOR THE 2024-25 ACADEMIC YEAR 206,000

412 FOOD RESCUE

6140 STATION STREET
PITTSBURGH,PA15206
N/A PC FOR SUPPORT OF EXPANDING THE FOOD RESCUE PROGRAM INTO OTHER CITIES 100,000

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 5,000

ALUMNI THEATER COMPANY

PO BOX 8185
PITTSBURGH,PA15217
N/A PC FOR GENERAL OPERATING SUPPORT IN MEMORY OF DR. JARED COHON 25,000

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

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

BLAINE COUNTY HUNGER COALITION INC

110 HONEYSUCKLE STREET
BELLEVUE,ID83313
N/A PC FOR GENERAL OPERATING SUPPORT 5,000

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

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 2024 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 INSTITUTE

4400 FORBES AVENUE
PITTSBURGH,PA15213
N/A PC FOR THE BOARD OF TRUSTEES CARNEGIE MUSIC HALL CAMPAIGN IN HONOR OF TOTO FISHER 2,500

CARNEGIE MELLON UNIVERSITY

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

CHURCH BY THE SEA

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

COMMUNITY LIBRARY ASSOCIATION INC KETCHUM SUN VALLEY & TRIUMPH

415 SPRUCE AVENUE N PO BOX 2168
KETCHUM,ID83340
N/A PC FOR SUPPORT OF THE LIBRARY'S PROGRAMMING AND BOOKMOBILE LAUNCH 50,000

COUNCIL ON FOREIGN RELATIONS

58 EAST 68TH STREET
NEW YORK,NY10065
N/A PC FOR THE ANNUAL FUND 25,000

COW HOLLOW SCHOOL

387 MORAGA AVENUE
SAN FRANCISCO,CA94129
N/A PC FOR THE ANNUAL GIVING CAMPAIGN 50,000

DENVER FILM SOCIETY

2510 E COLFAX AVE
DENVER,CO80206
N/A PC FOR THE "CHASING TIME" FILM 150,000

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 75,000

FLOURISH FOUNDATION

PO BOX 2429
KETCHUM,ID83340
N/A PC FOR GENERAL OPERATING SUPPORT 5,000

THE FRED ROGERS COMPANY

424 S 27TH STREET SUITE 301
PITTSBURGH,PA15203
N/A PC FOR THE WRITERS' NEIGHBORHOOD PROFESSIONAL DEVELOPMENT PROGRAM 100,000

FUND FOR THE ENDOWMENT OF DIPLOMATIC RECEPTION ROOMS AT THE US

CARE OF WEBSTER CHAMBERLAIN BEAN
1747 PENNSYLVANIA AVENUE NW
WASHINGTON,DC20006
N/A PC FOR THE RENOVATION OF THE THOMAS JEFFERSON STATE RECEPTION ROOM 25,000

GLOBAL LINKS

700 TRUMBULL DRIVE
PITTSBURGH,PA15205
N/A PC FOR THE DOMESTIC MEDICAL AID COMMUNITY PARTNERS PROGRAM 5,000

HEARTH INC

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

HOLT-ELWELL MEMORIAL FOUNDATION

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

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 SUPPORT OF THE EDUCATIONAL CURRICULUM AND MUSEUM OPERATIONS 25,000

LIVING WITH WOLVES LTD

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

MERCURY SOUL INC

341 NOE STREET
SAN FRANCISCO,CA94114
N/A PC FOR PHILHARMONIA FANTASTIQUE 25,000

MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH

PO BOX 5014
HAGERSTOWN,MD21741
N/A PC FOR GENERAL OPERATING SUPPORT IN MEMORY OF RICHARD OSIUS 25,000

MULE DEER FOUNDATION

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

MULTIPLYING GOOD

348 WEST 57TH STREET SUITE 115
NEW YORK,NY10019
N/A PC FOR THE STUDENTS IN ACTION PROGRAM 75,000

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 2024 ANNUAL GALA 25,000

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

40 WEST 20TH STREET 11TH FLOOR
NEW YORK,NY10011
N/A PC FOR GENERAL OPERATING SUPPORT 10,000

NAVY SEAL FOUNDATION

1619 D STREET
VIRGINIA BEACH,VA23459
N/A PC FOR THE NEW YORK CITY 25TH ANNIVERSARY GALA 50,000

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 GENERAL OPERATING SUPPORT 25,000

PLANNED PARENTHOOD SOUTHEASTERN PENNSYLVANIA

1144 LOCUST STREET
PHILADELPHIA,PA19107
N/A PC FOR CLINICAL SERVICES 25,000

PREACHFOR FOUNDATION

PO BOX 3049
SUN VALLEY,ID83353
N/A PC FOR THE PREACHFOR AMERICA FELLOWS PROGRAM 21,500

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

RODALE INSTITUTE

611 SIEGFRIEDALE ROAD
KUTZTOWN,PA19530
N/A PC FOR THE REGENERATIVE HEALTHCARE CONFERENCE 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

SCHOOL OF AMERICAN BALLET

70 LINCOLN CENTER PLAZA
NEW YORK,NY10023
N/A PC FOR THE 90TH ANNIVERSARY BALL HONORING COCO KOPELMAN 10,000

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 20,000

SILENT SPRING INSTITUTE

320 NEVADA STREET SUITE 320
NEWTON,MA02460
N/A PC FOR THE ANNUAL GALA 12,500

SIMMONS UNIVERSITY

300 THE FENWAY
BOSTON,MA02115
N/A PC FOR THE HEALTH COACH ON-LINE CURRICULUM AS A COMPONENT OF INTEGRATIVE AND FUNCTIONAL NUTRITION INITIATIVE 20,000

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 PARENT'S ANNUAL FUND 5,000

STONE RESEARCH FOUNDATION

3727 BUCHANAN STREET SUITE 310
SAN FRANCISCO,CA94123
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 35,000

SUN VALLEY INSTITUTE FOR RESILIENCE INC

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

SUN VALLEY LACROSSE

PO BOX 2168
SUN VALLEY,ID83353
N/A PC FOR THE BODE PRICE SCHOLARSHIP FUND 25,000

SUN VALLEY LACROSSE

PO BOX 2168
SUN VALLEY,ID83353
N/A PC FOR GENERAL OPERATING SUPPORT 150,000

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 GENERAL OPERATING SUPPORT 30,000

SUN VALLEY MUSIC FESTIVAL

PO BOX 1914
SUN VALLEY,ID83353
N/A PC FOR THE 2025 ASSOCIATE CONDUCTOR POSITION 30,000

SUN VALLEY SKI EDUCATION FOUNDATION

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

SUN VALLEY SKI EDUCATION FOUNDATION

PO BOX 203
SUN VALLEY,ID83353
N/A PC FOR ALPINE RESTRICTED (HALEY CUTLER) 10,000

SUN VALLEY WRITERS' CONFERENCE

P O BOX 957
KETCHUM,ID83340
N/A PC FOR THE 2025 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

TENACITY PROJECT

1585 62ND STREET 8713
EMERYVILLE,CA94608
N/A PC FOR THE LIVE WITH TENACITY GALA 15,000

THRESHOLD DANCE PROJECT

400 WEST 43RD STREET SUITE 43E
NEW YORK,NY10036
N/A PC FOR THE "TABLE OF SILENCE PROJECT 9/11" EVENT 10,000

TRUE LACROSSE FOUNDATION

131 EISENHOWER LANE N
LOMBARD,IL60148
N/A PC FOR THE JACK MEACHUM SCHOLARSHIP FUND AND THE PILOT AFTER-SCHOOL PROGRAMMING 10,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

1 COLLEGE HALL ROOM 100
PHILADELPHIA,PA191046380
N/A PC FOR THE PETERSON ENDOWED FELLOWSHIP FUND 18,500

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

1 COLLEGE HALL ROOM 100
PHILADELPHIA,PA191046380
N/A PC FOR THE HEINZ POSITIVE PSYCHOLOGY FUND 25,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

1 COLLEGE HALL ROOM 100
PHILADELPHIA,PA191046380
N/A PC FOR THE HUMAN FLOURISHING METROPOLITAN MUSEUM PROJECT FUND 50,000

UNITE FOR HER

127 EAST CHESTNUT STREET
WEST CHESTER,PA19380
N/A PC FOR GENERAL OPERATING SUPPORT 10,000

UNITED STATES SKI ASSOCIATION

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

WOODS HOLE OCEANOGRAPHIC INSTITUTION

266 WOODS HOLE ROAD
WOODS HOLE,MA02543
N/A PC FOR DR. UMMENHOFER AND DR. WALKER'S WHALING LOGBOOK PROJECT 50,000

WOODWELL CLIMATE RESEARCH CENTER

149 WOODS HOLE ROAD
FALMOUTH,MA02540
N/A PC FOR GENERAL OPERATING SUPPORT IN MEMORY OF DR. GEORGE WOODWELL 10,000

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVENUE NW 7TH
FLOOR
WASHINGTON,DC20001
N/A PC FOR GENERAL OPERATING SUPPORT 125,000

YALE UNIVERSITY

195 PROSPECT STREET
NEW HAVEN,CT06511
N/A PC FOR YALE ENVIRONMENT 360 10,000

YALE UNIVERSITY

PO BOX 2038
NEW HAVEN,CT06521
N/A PC FOR GENERAL OPERATING SUPPORT 10,000
Total .................................right arrow 3a 4,265,500
bApproved for future payment

NAVY SEAL FOUNDATION INC
1619 D STREET
VIRGINIA BEACH,VA23459
N/A PC FOR THE NEW YORK CITY 25TH ANNIVERSARY GALA 50,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
1 COLLEGE HALL ROOM 100
PHILADELPHIA,PA191046380
N/A PC FOR THE HEINZ POSITIVE PSYCHOLOGY FUND 25,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
1 COLLEGE HALL ROOM 100
PHILADELPHIA,PA191046380
N/A PC FOR THE HUMAN FLOURISHING METROPOLITAN MUSEUM PROJECT FUND 100,000
Total ................................. right arrow 3b 175,000
Form 990-PF (2024)
Form 990-PF (2024)
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 1,026,845  
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 19,451 18 6,330,676  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a  
900001   01 3,433  
bINCOME FROM PARTNERSHIPS 900001 6,003      
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 25,454 7,360,954 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
7,386,408
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
HEINZ FAMILY FOUNDATION
EIN:
25-1689382
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 31,626 1,456   27,673

TY 2024 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 2024 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 2,977,618 4,506,264
ECAM PARTNERS - T&J 1,191,047 1,802,506
ISHARES MSCI ACWI EX US ETF - AWARDS 2,415,072 2,797,497
ISHARES MSCI ACWI EX US ETF - T&J 553,378 652,104
ISHARES MSCI CHINA ETF - AWARDS 1,993,939 1,499,520
ISHARES MSCI CHINA ETF - T&J 996,970 749,760
ISHARES RUSSELL 1000 INDEX - AWARDS 291,007 972,923
ISHARES RUSSELL 1000 INDEX - T&J 733,038 1,198,435
SCHRODER CORE BOND FUND - AWARDS 8,345,839 6,820,429
SCHRODER CORE BOND FUND - T&J 3,422,702 2,773,174
SCHRODER CAPITAL CODA FUND - AWARDS 2,000,000 2,017,184
SCHRODER CAPITAL CODA FUND - T&J 1,000,000 1,008,592
ALEUTIAN FUND LTD - AWARDS 4,000,000 4,696,438
ALEUTIAN FUND LTD - T&J 1,500,000 1,761,164
WOODLINE SPIRE OFFSHORE FUND - AWARDS 5,000,000 5,000,000

TY 2024 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 3,117,703
ABDIEL QUALIFIED OFFSHORE PARTNERS - T&J AT COST 1,000,000 1,558,852
FINE ARTS - BERGSTROM/LIPPS LIBRARY - INVESTMENT IN FINE ARTS AT COST 479,590 479,590
FPR PARTNERS - AWARDS AT COST 4,563,459 4,331,453
FPR PARTNERS - T&J AT COST 2,009,850 1,897,316
INCENTIVE ACTIVE VALUE LONG ONLY, LP - AWARDS AT COST 3,040,325 3,449,432
INCENTIVE ACTIVE VALUE LONG ONLY, LP - T&J AT COST 1,520,162 1,724,716
JAPAN ABSOLUTE VALUE FUND, LP - AWARDS AT COST 2,500,000 2,340,377
JAPAN ABSOLUTE VALUE FUND, LP - T&J AT COST 1,000,000 936,151
KILTEARN GLOBAL EQUITY FUND - AWARDS AT COST 2,102,574 3,433,582
KILTEARN GLOBAL EQUITY FUND - T&J AT COST 1,079,829 1,768,518
OAKMARK INCOME AND EQUITY FUND - EXETER AT COST 963,657 1,211,163
OAKMARK INCOME AND EQUITY FUND - YALE AT COST 3,387,745 4,254,707
STOCKBRIDGE FUND, LP - AWARDS AT COST 3,000,000 4,584,867
STOCKBRIDGE FUND, LP - T&J AT COST 1,068,525 1,629,423
WGI EMERGING MARKETS FUND - AWARDS AT COST 1,977,336 2,395,799
WGI EMERGING MARKETS FUND - T&J AT COST 942,757 1,142,323
WGI EMERGING MARKETS SMALLER CO FUND - AWARDS AT COST 1,535,511 2,320,529
WGI EMERGING MARKETS SMALLER CO FUND - T&J AT COST 721,306 1,089,817

TY 2024 LegalFeesSchedule
Name:
HEINZ FAMILY FOUNDATION
EIN:
25-1689382
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 16,562 828   15,734


TY 2024 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
ABSOLUTE RETURN 0 6,167 0
ALUA OFFSHORE FUND, LTD. 1,202,621 85,090 80,117
AQR RISK-BALANCED COMMODITIES STRATEGIES FUND   3,000,000 3,182,482
CAMBER CAPITAL OFFSHORE 1,482,267 1,482,267 2,389,799
ECOR1 CAPITAL OFFSHORE FUND, LTD. 2,000,000 2,000,000 1,449,778
HOLLYPORT SECONDARY OPPS VI 2,100,158 2,100,158 2,379,428
HORSLEY BRIDGE STRATEGIC FUND IV, L.P. 2,787,097 2,765,488 3,768,465
HUDSON WAY OFFSHORE FUND 1,500,000 1,500,000 1,972,281
KLINE HILL OFFSHORE II 1,268,178 1,268,178 1,091,654
KLINE HILL PARTNERS OFFSHORE FUND III, LP 1,117,700 1,117,700 1,306,595
KLINE HILL PARTNERS OFFSHORE FUND IV, LP 1,967,466 2,162,544 3,584,853
KLINE HILL PARTNERS OFFSHORE FUND V, LP 0 840,018 1,294,307
KLINE HILL PARTNERS OPP OFFSHORE FUND III 343,666 343,666 511,214
M3 PARTNERS, LP 1,473,473 1,473,473 2,735,574
MADISON AVENUE OFFSHORE FUND 1,232,139 2,787,237 3,142,456
MAPLE ROCK OFFSHORE FUND 1,500,000 1,500,000 1,861,578
PARK ST. IX CAP. PRIVATE EQUITY 909,389 902,739 446,103
PARK ST. VII CAP. PRIVATE EQUITY 707,100    
PARK ST. VIII CAP. PRIVATE EQUITY 698,004 698,004 37,523
POINTER OFFSHORE LTD. 4,891,543 4,260,230 5,917,187
RIVERNORTH INSTITUTIONAL PARTNERS 4,100,000 4,100,000 6,205,293
SQN INVESTORS MASTER FUND, LP 1,700,000 255,819 211,135
STARK ASSET MGMT (SHEPHERD) 6,167   8,889
TENG YUE PARTNERS OFFSHORE 2,200,000 2,200,000 1,440,159


TY 2024 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 11,884 594   11,290
EQUIPMENT & FURNITURE MAINTENANCE 10,668 533   10,135
FLOWTHROUGH FROM P-SHIPS 0 403,118   0
PHONE/FAX 2,513 126   2,387
POSTAGE & MESSENGER 4,542 227   4,315
OFFICE MISC 519 25   494
OFFICE SUPPLIES 650 33   618
DUES 556 27   527
DIRECT HEINZ AWARD EXPENSE 754,129 0   754,129
RESEARCH EXPENSE 2,783 0   2,783
PERSONAL SERVICES 992,250 0   992,250


TY 2024 OtherIncomeSchedule2
Name:
HEINZ FAMILY FOUNDATION
EIN:
25-1689382
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
  3,433 3,433 3,433
INCOME FROM PARTNERSHIPS 6,003 0 6,003


TY 2024 OtherIncreasesSchedule
Name:
HEINZ FAMILY FOUNDATION
EIN:
25-1689382
Description Amount
ADJUSTMENT FOR GRANTS PAYABLE 50,000


TY 2024 OtherLiabilitiesSchedule
Name:
HEINZ FAMILY FOUNDATION
EIN:
25-1689382
Description Beginning of Year - Book Value End of Year - Book Value
AGENCY LIABILITIES 4,517,526 4,393,130


TY 2024 OtherProfessionalFeesSchedule
Name:
HEINZ FAMILY FOUNDATION
EIN:
25-1689382
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MGMT FEES 644,745 647,461   0
INVESTMENT CONSULTING 3,601 3,601   0


TY 2024 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 76,813   0
FEDERAL EXCISE TAX 93,515 0   0