Civic Intelligence

The Heinz Endowments

990T • Fiscal year 2021 • EIN 25-1721100

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile

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625 Liberty Avenue 30th FloorPittsburgh, PA 15222-3110

(412) 281-5777

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0B$2.0B$1.0B$0Assets 2020: $2,042,227,352Liabilities 2020: $69,325,600Net Assets 2020: $1,972,901,7522020Assets 2021: $2,471,712,985Liabilities 2021: $72,313,994Net Assets 2021: $2,399,398,9912021Assets 2022: $2,046,165,848Liabilities 2022: $64,182,106Net Assets 2022: $1,981,983,7422022Assets 2023: $2,130,567,687Liabilities 2023: $41,264,502Net Assets 2023: $2,089,303,1852023Assets 2024: $2,215,534,338Liabilities 2024: $30,224,866Net Assets 2024: $2,185,309,4722024

Latest loaded filing

2024

Assets$2,215,534,338
Liabilities$30,224,866
Net Assets$2,185,309,472
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300M$200M$100M$0-$100MRevenue 2020: $54,378,087Expenses 2020: $108,573,174Net Income 2020: -$54,195,0872020Revenue 2021: $247,376,073Expenses 2021: $93,650,730Net Income 2021: $153,725,3432021Revenue 2022: $120,446,355Expenses 2022: $98,940,783Net Income 2022: $21,505,5722022Revenue 2023: $93,890,340Expenses 2023: $66,209,559Net Income 2023: $27,680,7812023Revenue 2024: $105,097,047Expenses 2024: $92,999,968Net Income 2024: $12,097,0792024

Latest loaded filing

2024

Revenue$105,097,047
Expenses$92,999,968
Net Income$12,097,079
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
The Heinz Endowments
EIN
25-1721100
Phone
4122815777
Address
625 LIBERTY AVENUE 30TH FLOOR, PITTSBURGH, PA 15222-3110

Signing Officer

Name
Edward Kolano
Title
Vice President
Phone
4122815777
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Sisterson & Co Llp
Address
310 GRANT STREET SUITE 2100, PITTSBURGH, PA 15219
Preparer
Michael M Comstock
Phone
4122812025
Raw XML Appendix182 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt0116920
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IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0116920
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IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0116920
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IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt218404
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0ADVENT INTERNATIONAL GPE VIII-B LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1APOLLO INVESTMENT FUND IX, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2BAUPOST VALUE PARTNERS IV, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3CENTERBRIDGE SPECIAL CREDIT PARTNERS III-FLEX, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4CENTERBRIDGE SPECIAL CREDIT PARTNERS III-FLEX AIV III, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc5CERBERUS LEVERED LOAN OPPORTUNITIES FUND III LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc6CHARLESBANK EQUITY FUND IX, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc7HONY CAPITAL FUND V
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc8KLINE HILL PARTNERS FUND LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc9KLINE HILL PARTNERS FUND II LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc10KLINE HILL PARTNERS FUND III LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc11KLINE HILL PARTNERS OPPORTUNITY FUND III LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc12NGP NATURAL RESOURCES X
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc13NGP NATURAL RESOURCES XI
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc14ROUND HILL MUSIC ROYALTY FUND, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc15SENTINEL CAPITAL PARTNERS VI, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc16SENTINEL JUNIOR CAPITAL I, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc17TRIDENT VII, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc18WESTBROOK REAL ESTATE FUND XI, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc19WESTBROOK REAL ESTATE FUND VIII
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc20WESTBROOK REAL ESTATE FUND IX, LP
IRS8949/LongTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc21WESTBROOK REAL ESTATE FUND X, LP
IRS8949/LongTermCapitalGainAndLossGrp/TotalGainOrLossAmt0399569
IRS8949/LongTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt02087
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IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt8229
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IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt10216
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IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt14590
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IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0ACON EQUITY PARTNERS IV, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc1ADVENT INTERNATIONAL GPE VIII-B LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc2APOLLO INVESTMENT FUND IX, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc3BAUPOST VALUE PARTNERS IV, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc4CENTERBRIDGE SPECIAL CREDIT PARTNERS III-FLEX, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc5CENTERBRIDGE SPECIAL CREDIT PARTNERS III-FLEX AIV III, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc6CHARLESBANK EQUITY FUND IX, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc7KLINE HILL PARTNERS FUND LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc8KLINE HILL PARTNERS FUND II LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc9KLINE HILL PARTNERS FUND III LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc10KLINE HILL PARTNERS OPPORTUNITY FUND III LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc11NGP NATURAL RESOURCES X
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc12NGP NATURAL RESOURCES XI
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc13TRIDENT VII, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc14WESTBROOK REAL ESTATE FUND IX, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc15WESTBROOK REAL ESTATE FUND X, LP
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc16WESTBROOK REAL ESTATE FUND XI, LP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0116920
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BalanceDueAmt0222845
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IRS990T/BooksInCareOfDetail/PhoneNum04122815777
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0625 LIBERTY AVENUE 30TH FLOOR
IRS990T/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
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IRS990TScheduleA/UBIBeforeNOLDedAmt03104794
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IRS990T/TaxableCorporationAmt0485850
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IRS990T/TotalPaymentsAmt0266725
IRS990T/TotalTaxAmt0485850
IRS990T/TotalTaxComputationAmt0485850
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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HEINZ ENDOWMENTS
ReturnHeader/Filer/BusinessNameControlTxt0HEIN
ReturnHeader/Filer/EIN0251721100
ReturnHeader/Filer/PhoneNum04122815777
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ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0152223110
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SISTERSON & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0310 GRANT STREET SUITE 2100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
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ReturnHeader/PreparerPersonGrp/PhoneNum04122812025
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL M COMSTOCK
ReturnHeader/ReturnTs02022-11-14T17:23:17-06:00
ReturnHeader/ReturnTypeCd0990T
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
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Revenue
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Expenses
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Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2,216$30.2$2,185$105$93.0$12.1
2023Detailed filing. Detailed filing data is available for this year.$2,131$41.3$2,089$93.9$66.2$27.7
2022Detailed filing. Detailed filing data is available for this year.$2,046$64.2$1,982$120$98.9$21.5
2021Detailed filing. Detailed filing data is available for this year.$2,472$72.3$2,399$247$93.7$154
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$2,042$69.3$1,973$54.4$109$54.2