Private foundation (trust)EIN 850725728Est. 2021-11
FRANCIS NOZ HERITAGE FUND
WOODLAND, CA 95695
Total Assets
$43.7M
FY 2023
Annual Giving
$145K
FY 2023
Grants Made
13
FY 2023
Avg Grant
$11K
FY 2023
Grant Range
$10K–$20K
Typical
Deadlines
—
Applications
Programs & Activities
Program 1
$473KThe 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. Naz 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 the fund be used to make annual distributions to charitable projects at the 5% minimum distribution requirement 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. Naz 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.
Focus Areas
Financial Snapshot
2023 filing
Total Revenue
$2.9M
Total Expenses
$956K
Qualifying Distributions
$473K
Distributable Amount
$1.9M
Min. Investment Return
$1.9M
Undistributed Income
$1.5M
Payout rate
Qualifying distributions as a share of distributable amount.
Grant Range
13 grants
Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.
Top Recipients
13 grants
Grant Size Distribution
13 grants
Geographic Focus
5 states
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