Nonprofit · EIN 85-0725728
FRANCIS NOZ HERITAGE FUND
Tax-exempt · WOODLAND, CA 95695
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,819,654 | $3,200,836 | $1,618,818 | $50,085,655 | $700,000 | $49,385,655 |
| December 31, 2023 | 990-PF | $2,884,806 | $955,572 | $1,929,234 | $43,689,414 | $142,978 | $43,546,436 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,012,195
- Dividends
- $627,199
- Interest
- $549,878
- Net gain from sales of assets
- $2,630,382
Expenses
- Grants and similar amounts paid
- $2,338,326
- Compensation of officers, directors and key employees
- $187,500
- Disbursements for charitable purposes
- $2,033,363
- Excise tax on investment income
- $45,441
Balance sheet and other
- Total assets, start of year
- $43,689,414
- Total assets, end of year
- $50,085,655
- Total liabilities, end of year
- $700,000
- Net assets, end of year
- $49,385,655
- Fair market value of assets
- $50,085,655
- Qualifying distributions
- $2,033,363
- Net investment income
- $3,807,459
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL NOZ 285 WEST COURT STREET SUITE 206, WOODLAND, CA 95695 | PRESIDENT | 12 | $37,500 |
| ERWIN NOZ 285 WEST COURT STREET SUITE 206, WOODLAND, CA 95695 | TREASURER/SECRETARY | 12 | $37,500 |
| CHRIS KONWINSKI 285 WEST COURT STREET SUITE 206, WOODLAND, CA 95695 | ASSISTANT TREASURER | 12 | $37,500 |
| DENNIS BURNS 285 WEST COURT STREET SUITE 206, WOODLAND, CA 95695 | TRUSTEE | 12 | $37,500 |
| SUSANNE VAN DER KOOIJ 285 WEST COURT STREET SUITE 206, WOODLAND, CA 95695 | TRUSTEE | 12 | $37,500 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL NOZ 285 WEST COURT STREET SUITE 206, WOODLAND, CA 95695 | PRESIDENT | 12 | $37,500 |
| ERWIN NOZ 285 WEST COURT STREET SUITE 206, WOODLAND, CA 95695 | TREASURER/SECRETARY | 12 | $37,500 |
| CHRIS KONWINSKI 285 WEST COURT STREET SUITE 206, WOODLAND, CA 95695 | ASSISTANT TREASURER | 12 | $37,500 |
| DENNIS BURNS 285 WEST COURT STREET SUITE 206, WOODLAND, CA 95695 | TRUSTEE | 12 | $37,500 |
| SUSANNE VAN DER KOOIJ 285 WEST COURT STREET SUITE 206, WOODLAND, CA 95695 | TRUSTEE | 12 | $37,500 |
Address and contacts
- Address (IRS master file)
- 285 W COURT ST STE 206, WOODLAND, CA 95695-2977
- In care of
- % CHRIS KONWINSKI
- Signed the 990-PF
- CHRIS KONWINSKI, ASSISTANT TREASURER
- Phone
- (530) 666-2185
- Return prepared by
- GILBERT CPAS
California records
California keeps its own records of charities and corporations. Search them by EIN 85-0725728 or by the name FRANCIS NOZ HERITAGE FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 85-0725728
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $50,085,655
- Income (IRS master file)
- $11,945,115
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,819,654 | $3,200,836 | $50,085,655 | IRS |
| 990-PF | December 2023 | $2,884,806 | $955,572 | $43,689,414 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-0725728).
Questions about FRANCIS NOZ HERITAGE FUND
- What is the EIN of FRANCIS NOZ HERITAGE FUND?
- The employer identification number (EIN) of FRANCIS NOZ HERITAGE FUND is 85-0725728.
- Is FRANCIS NOZ HERITAGE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to FRANCIS NOZ HERITAGE FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRANCIS NOZ HERITAGE FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRANCIS NOZ HERITAGE FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FRANCIS NOZ HERITAGE FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of FRANCIS NOZ HERITAGE FUND?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 5 received compensation from the organization, the highest $37,500 (PAUL NOZ, PRESIDENT).
- How much revenue does FRANCIS NOZ HERITAGE FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,819,654, expenses of $3,200,836 and total assets of $50,085,655 at year end.
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All nonprofits in WOODLAND · California · Philanthropy, voluntarism and grantmaking foundations