James & Nancy Heinz Family Foundation

Private foundation · Grantmaker Naples, FL EIN: 36-4486644

James & Nancy Heinz Family Foundation is a private foundation, based in Naples, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $156K in total assets. In 2025, it awarded 3 grants totaling $19K. Net investment income was $2K.

Key facts about James & Nancy Heinz Family Foundation

In short: James & Nancy Heinz Family Foundation gave $19K across 3 grants in 2025 (avg $6K), mostly in Virginia. Source: 2025 IRS Form 990-PF.

EIN
36-4486644
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$19,000
Grants made (2025)
3
Average grant
$6,333
Median grant
$7,000
Total assets
$155,625
Primary geography
Virginia (53% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$156K

-4.2% YoY

Annual Giving

$19K

+46.2% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$6K

+46.2% YoY

Under IRS private-foundation payout rules, James & Nancy Heinz Family Foundation reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.

How James & Nancy Heinz Family Foundation gives

  • Giving held roughly steady from 2022 to 2025 (−14%). Method
  • In 2025 it paid out 261% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

7states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

NaplesVirginia BeachChicagoLake GenevaWinnetkaDurhaMemphisNew YorkStaten IslandTampaWilliams Bay

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K3 grants2020 4 grants2021 2 grants2022 8 grants2023 3 grants2024 3 grants2025

From 2020 to 2025, annual grant giving ranged from $13K (2024) to $46K (2020). In 2025 it made 3 grants totaling $19K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Navy Seal Foundation: $10KNavy Seal Foundation$10KLake Geneva Country Club Foundation: $7KLake Geneva Country ClubFoundation$7KSt Judes: $2KSt Judes$2K

The largest 2025 recipient was Navy Seal Foundation ($10K). Together the top 3 received $19K.

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Navy Seal Foundation Virginia Beach, VATo help retired veterans with challenges in their next career paths$10,000
Lake Geneva Country Club Foundation Lake Geneva, WIProvides yearly scholarships and financial support to assist the lake geneva country club staff, their family members, and other suitable recipients in furthering their education.$7,000
St Judes Memphis, TNSt. Jude is leading the way the world understandings, treats and defeats childhood cancer and other life theatening diseases.$2,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$155,625$162,522$176,842
Revenue$10,937$380$5,289
Expenses$23,473$18,043$50,746
Qualifying Distributions$19,649$13,737$44,542
Net Investment Income$2,113——
Distributable Amount$7,535$8,019$9,245

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 11, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS June 30, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS June 27, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS June 3, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  7. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

James & Nancy Heinz Family Foundation is led by James F. Heinz, President on every filing since 2020; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • James F. Heinz

    President

    On filings since 2020

    No compensation reported

  • Nancy D. Heinz

    Vice President

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about James & Nancy Heinz Family Foundation

How much does James & Nancy Heinz Family Foundation give each year?

James & Nancy Heinz Family Foundation gave $19K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 3 grants.

What is James & Nancy Heinz Family Foundation's typical grant size?

James & Nancy Heinz Family Foundation's median grant in 2025 was $7,000, and its average grant was $6,333, across 3 grants on its 2025 IRS Form 990-PF.

Where does James & Nancy Heinz Family Foundation give grants?

James & Nancy Heinz Family Foundation gives mostly in Virginia: 53% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Wisconsin (37%) and Tennessee (11%).

Does James & Nancy Heinz Family Foundation give general operating support?

Not in 2025: none of the 3 grants with a stated purpose on James & Nancy Heinz Family Foundation's 2025 IRS Form 990-PF were described as general or operating support.

How large is James & Nancy Heinz Family Foundation?

James & Nancy Heinz Family Foundation reported $156K in total assets on its 2025 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $8K (roughly 5% of its investment assets).

What is James & Nancy Heinz Family Foundation's EIN?

James & Nancy Heinz Family Foundation's EIN (Employer Identification Number) is 36-4486644. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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