Funder DirectoryFRANCIS NOZ HERITAGE FUND
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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

$473K

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. 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

Private Independent Foundations

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 25%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.25%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

13 grants

Grant sizes from minimum $10K through median $10K to maximum $20K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Top Recipients

13 grants

MEDECINS SANS FRONTIERES USAINC
$20K
1 grant
MEALS ON WHEELS
$15K
1 grant
THE WHITE HELMETS
$10K
1 grant
INTERNATIONAL RESCUE COMMITTEE INC
$10K
1 grant
AMAZON WATCH
$10K
1 grant
MAMA CASH (KING BAUDOUIN FOUNDATION US INC)
$10K
1 grant
INTERNATIONAL FUND FOR ANIMAL WELFARE INC
$10K
1 grant
THE MARINE MAMMAL CENTER
$10K
1 grant

Grant Size Distribution

13 grants

<$10K
11
grants
$10–50K
2
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

5 states

New York
$50K
34% of total
California
$40K
28% of total
District of Columbia
$30K
21% of total
Virginia
$15K
10% of total
Oregon
$10K
7% of total

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FRANCIS NOZ HERITAGE FUND — Grants, Financials & Contact | Grantivo