Francis Noz Heritage Fund
- Assets
- $35.1m
- Revenue
- $36.3m
- Investments
- $33.7m
- Employees
- 0
- Location
- Woodland, CA
- Founding
- Data as of
- 12/2022
- EIN
- 85-0725728
Organization Overview
Francis Noz Heritage Fund is located in Woodland, CA. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Francis Noz Heritage Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Paul Noz President | 0 | $0 | |
Erwin Noz Treasurer/secretary | 0 | $0 | |
Chris Konwinski Assistant Treasurer | 0 | $0 | |
Dennis Burns Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $35,522,485 |
| Interest on Savings | $50,880 |
| Dividends & Interest | $27,336 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $732,331 |
| Capital Gain Net Income | $1,562,394 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $36,333,032 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $90 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $31,717 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $31,717 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,434,530 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $885,280 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $35,084,608 |
| Accounts payable and accrued expenses | $29,667 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $29,667 |