EIN 85-0725728

Francis Noz Heritage Fund

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
Year formed
2021
Most recent tax filings
2022-12-01
NTEE code, primary
Description
The Francis Noz Heritage Fund is a private foundation located in Woodland, CA. Its trustees include Paul Noz, Erwin Noz, and Chris Konwinski.
Total revenues
$36,333,032
2022
Total expenses
$31,717
2022
Total assets
$35,084,608
2022
Num. employees
n/a

Program areas at Francis Noz Heritage Fund

The purposes of the organization is to create the trust Fund named Francis Noz Heritage Fund provided for in the last will and testament of franciscus x. Noz dated december 11,2010 and filed with the superior court of California, county of stanislaus on may 6,2011 (will), directing that the approximately $41 million residue of the estate be used to establish the Fund and that 50% of the annual increase in the Fund be used to make annual distributions to charitable projects anywhere in the world such as animal shelters, elderly peoples homes orphanages, etc. And to permit the board of directors of the corporation to administer and interpret the terms and conditions of the will and of the trust Fund so created, as to effectuate the charitable intent and spirit of the words used by franciscus x. Noz in the will, including but not limited to, making distributions to charitable projects approved by the board of directors not specifically named in the will.

Personnel at Francis Noz Heritage Fund

NameTitleCompensation
Chris KonwinskiAssistant Treasurer$0

Financials for Francis Noz Heritage Fund

RevenuesFYE 12/2022
Total grants, contributions, etc.$35,522,485
Investment income and dividends$78,216
Net rental income$0
Net gain from sale of non-inventory assets$732,331
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$36,333,032

Form 990s for Francis Noz Heritage Fund

Fiscal year endingDate received by IRSFormPDF link
2022-122023-11-15990PFView PDF
2021-122023-08-09990PFView PDF
2020-122023-08-09990PFView PDF

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Data update history
January 8, 2024
Posted financials
Added Form 990PF for fiscal year 2022
October 4, 2023
Posted financials
Added Form 990PF for fiscal year 2021
September 24, 2023
Posted financials
Added Form 990PF for fiscal year 2020
September 24, 2023
Updated personnel
Identified 4 new personnel
September 23, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
611 N St
Woodland, CA 95695
Metro area
Sacramento-Roseville-Folsom, CA
Phone
(530) 666-2185
IRS details
EIN
85-0725728
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2021
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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