-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
STAUNTON FARM FOUNDATION
540-054 DBA STAUNTON FARM FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
650 SMITHFIELD STREET NO 210
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH
,
PA
152223907
A Employer identification number
25-0965573
B
Telephone number (see instructions)
(412) 281-8020
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
11,558,218
J
Accounting method:
Cash
Accrual
Other (specify)
Modified Cash
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
19,996
56,522
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
8,264,234
b
Gross sales price for all assets on line 6a
52,437,060
7
Capital gain net income (from Part IV, line 2)
...
8,381,323
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
44,966
15,268
12
Total.
Add lines 1 through 11
........
8,329,196
8,453,113
13
Compensation of officers, directors, trustees, etc.
126,030
0
126,030
14
Other employee salaries and wages
......
87,343
7,861
79,482
15
Pension plans, employee benefits
.......
55,801
558
55,243
16a
Legal fees (attach schedule)
.........
237
0
237
b
Accounting fees (attach schedule)
.......
38,360
29,921
8,439
c
Other professional fees (attach schedule)
....
103,908
103,158
750
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
59,572
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
17,968
0
17,968
21
Travel, conferences, and meetings
.......
26,565
0
26,565
22
Printing and publications
..........
1,028
0
1,028
23
Other expenses (attach schedule)
.......
424,469
511,136
61,465
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
941,281
652,634
377,207
25
Contributions, gifts, grants paid
.......
2,453,698
2,453,698
26
Total expenses and disbursements.
Add lines 24 and 25
3,394,979
652,634
2,830,905
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
4,934,217
b
Net investment income
(if negative, enter -0-)
7,800,479
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
285,130
151,058
151,058
2
Savings and temporary cash investments
.........
3
Accounts receivable
45,380,884
Less: allowance for doubtful accounts
45,380,884
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
43,183,484
1,965,729
1,965,729
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
8,089,664
9,441,431
9,441,431
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
51,558,278
56,939,102
11,558,218
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
51,558,278
56,939,102
27
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
28
Retained earnings, accumulated income, endowment, or other funds
0
0
29
Total net assets or fund balances
(see instructions)
.....
51,558,278
56,939,102
30
Total liabilities and net assets/fund balances
(see instructions)
.
51,558,278
56,939,102
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
51,558,278
2
Enter amount from Part I, line 27a
.....................
2
4,934,217
3
Other increases not included in line 2 (itemize)
3
446,607
4
Add lines 1, 2, and 3
..........................
4
56,939,102
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
56,939,102
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
CAPITAL GAINS FROM PARTNERSHIP
P
b
CAPITAL GAINS FROM TIFF MULTI-ASSET FUND
P
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
1,247,589
1,247,589
b
7,133,734
7,133,734
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
1,247,589
b
7,133,734
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
8,381,323
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
2,700,713
56,451,497
0.047841
2017
2,499,800
55,598,392
0.044962
2016
2,580,973
51,555,439
0.050062
2015
2,636,422
54,303,059
0.048550
2014
2,697,009
56,440,071
0.047785
2
Total
of line 1, column (d)
.....................
2
0.239200
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.047840
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
55,085,650
5
Multiply line 4 by line 3
......................
5
2,635,297
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
78,005
7
Add lines 5 and 6
........................
7
2,713,302
8
Enter qualifying distributions from Part XII, line 4
,.............
8
2,830,905
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
78,005
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
78,005
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
78,005
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
81,599
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
81,599
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
3,594
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
3,594
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
Yes
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
Yes
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
PA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.STAUNTONFARM.ORG
14
The books are in care of
SUSAN LUBIC
Telephone no.
(412) 281-8020
Located at
650 SMITHFIELD STREET SUITE 210
PITTSBURGH
PA
ZIP+4
15222
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
No
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
PAUL GRIFFITHS
PRESIDENT
1.00
0
0
0
650 SMITHFIELD STREET SUITE 210
PITTSBURGH
,
PA
15222
MARGARET L WEAVER
VICE PRESIDENT
1.00
0
0
0
650 SMITHFIELD STREET SUITE 210
PITTSBURGH
,
PA
15222
BURCH CRAIG
TREASURER
1.00
0
0
0
650 SMITHFIELD STREET SUITE 210
PITTSBURGH
,
PA
15222
SUSAN BROWNLEE
SECRETARY
1.00
0
0
0
650 SMITHFIELD STREET SUITE 210
PITTSBURGH
,
PA
15222
ROBERT B FERREE IV
PRESIDENT
1.00
0
0
0
650 SMITHFIELD STREET SUITE 210
PITTSBURGH
,
PA
15222
LYNNE LORESH
DIRECTOR
1.00
0
0
0
650 SMITHFIELD STREET SUITE 210
PITTSBURGH
,
PA
15222
ASHLEY PERRY
DIRECTOR
1.00
0
0
0
650 SMITHFIELD STREET SUITE 210
PITTSBURGH
,
PA
15222
BRADLEY STEIN
DIRECTOR
1.00
0
0
0
650 SMITHFIELD STREET SUITE 210
PITTSBURGH
,
PA
15222
SUSAN WEAVER
DIRECTOR
1.00
0
0
0
650 SMITHFIELD STREET SUITE 210
PITTSBURGH
,
PA
15222
KATHLEEN C KNIGHT
HONORARY DIRECTOR
1.00
0
0
0
650 SMITHFIELD STREET SUITE 210
PITTSBURGH
,
PA
15222
JONI S SCHWAGER
EXECUTIVE DIRECTOR
40.00
126,030
26,875
0
650 SMITHFIELD STREET SUITE 210
PITTSBURGH
,
PA
15222
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
THE INVESTMENT FUND FOR FOUNDATIONS
INVESTMENT ADVISORY FEES
103,158
200 BARR HARBOR DR SUITE 100
WEST CONSHOHOCKEN
,
PA
19428
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
46,263,411
b
Average of monthly cash balances
.......................
1b
219,676
c
Fair market value of all other assets (see instructions)
................
1c
9,441,431
d
Total
(add lines 1a, b, and c)
.........................
1d
55,924,518
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
55,924,518
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
838,868
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
55,085,650
6
Minimum investment return.
Enter 5% of line 5
..................
6
2,754,283
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
2,754,283
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
78,005
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
78,005
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
2,676,278
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
2,676,278
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
2,676,278
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
2,830,905
b
Program-related investments—total from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
2,830,905
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
78,005
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
2,752,900
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
2,676,278
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
222,021
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
2,830,905
a
Applied to 2018, but not more than line 2a
222,021
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
2,608,884
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
67,394
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JONI S SCHWAGER EXECUTIVE DIRECTOR
650 SMITHFIELD STREET SUITE 210
PITTSBURGH
,
PA
15222
(412) 281-8020
b
The form in which applications should be submitted and information and materials they should include:
PROVIDED UPON INITIAL REQUEST
c
Any submission deadlines:
NONE
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE LIMITED TO NON-PROFIT ORGANIZATIONS PROVIDING MENTAL HEALTH TREATMENT, CARE, AND SUPPORT.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
ADAGIO HEALTH
TWO GATEWAY CENTER SUITE 500
PITTSBURGH
,
PA
15222
PUBLIC CHARITY
SPONSORSHIP FOR TRANSFORMING WOMEN'S HEALTH 2019 SYMPOSIUM
1,000
ALLEGHENY COUNTY THROUGH ITS DEPARTMENT OF HUMAN SERVICES
1 SMITHFIELD ST
PITTSBURGH
,
PA
15222
PUBLIC CHARITY
TRANSITION AGE YOUTH-TECHNICAL & TRAINING SPECIALIST
25,000
ALLEGHENY HEALTH NETWORK
4818 LIBERTY AVE
PITTSBURGH
,
PA
15224
PUBLIC CHARITY
BEHAVIORAL HEALTH SCREENING EXPANSION WITHIN THE PEDIATRIC ORTHOPAEDIC INSTITUTE OF AHN
25,000
ALLEGHENY HEALTH NETWORK
4818 LIBERTY AVE
PITTSBURGH
,
PA
15224
PUBLIC CHARITY
AHN PRIMARY CARE BEHAVIORAL HEALTH INTEGRATION PROJECT (BHIP)
50,000
ALLIANCE FOR NONPROFIT RESOURCES
212-214 S MAIN STREET
BUTLER
,
PA
16001
PUBLIC CHARITY
CERTIFIED PEER SPECIALIST & PSYCH REHAB TECHNOLOGY PROJECT
53,620
ALPHA HOUSE INC
435 SHADY AVE
PITTSBURGH
,
PA
15206
PUBLIC CHARITY
ALPHA INNOVATION AND ADVANCEMENT
25,000
ANGELS' PLACE INC
2615 NORWOOD AVENUE
PITTSBURGH
,
PA
15214
PUBLIC CHARITY
MENTAL HEALTH AND TRAUMA-INFORMED CARE
30,000
ARC MANOR
200 OAK AVENUE
KITTANNING
,
PA
16201
PUBLIC CHARITY
CARF ACCREDITATION
12,573
ARMSTRONG COUNTY MEMORIAL HOSPITAL
ONE NOLTE DRIVE
KITTANNING
,
PA
16201
PUBLIC CHARITY
THE IMPLEMENTATION OF TELEPSYCHIATRY FOR RURAL HOSPITAL INPATIENTS WITH BEHAVIORAL DISORDERS
25,000
ATTACK THEATRE
2425 LIBERTY AVENUE
PITTSBURGH
,
PA
15222
PUBLIC CHARITY
PARTNERSHIP WITH FINE ART MIRACLES
1,500
AWAKEN PITTSBURGH
733 N HIGHLAND AVE
PITTSBURGH
,
PA
15206
PUBLIC CHARITY
PROGRAM EXPANSION TO INCLUDE ADDICTION RECOVERY AND ANTI-BIAS WORK.
27,000
AWAKEN PITTSBURGH
733 N HIGHLAND AVE
PITTSBURGH
,
PA
15206
PUBLIC CHARITY
YOUNG EXECUTIVE DIRECTORS
1,000
AWAKEN PITTSBURGH
733 N HIGHLAND AVE
PITTSBURGH
,
PA
15206
PUBLIC CHARITY
MINDFULNESS TRAINING
500
BIG BROTHERS BIG SISTERS OF GREATER PITTSBURGH INC
5989 CENTRE AVE STE 1
PITTSBURGH
,
PA
15206
PUBLIC CHARITY
ONE-TO-ONE MENTORING FOR YOUTH EXPERIENCING MENTAL HEALTH CHALLENGES
38,000
BRIDGE TO THE MOUNTAINS
1526 RHINE STREET
PITTSUBURGH
,
PA
15212
PUBLIC CHARITY
OUTREACH SPECIALIST EMPLOYMENT FUNDING
30,000
BRIDGE TO THE MOUNTAINS
1526 RHINE STREET
PITTSUBURGH
,
PA
15212
PUBLIC CHARITY
UNRESTRICTED FUNDS
1,500
CASA SAN JOSE
2118 BROADWAY AVE
PITTSBURGH
,
PA
15216
PUBLIC CHARITY
GROWING SEEDS (SEMILLAS) OF WELCOME AND HOPE
10,000
CENTER OF LIFE
161 HAZELWOOD AVENUE
PITTSBURGH
,
PA
15207
PUBLIC CHARITY
HELPING TEENS REDUCE IMPULSIVE BEHAVIOR
15,000
CHARTIERS CENTER
437 RAILROAD STREET
BRIDGEVILLE
,
PA
15017
PUBLIC CHARITY
CHARTIERS CENTER'S INTEGRATION OF PRIMARY CARE SERVICES WITHIN MENTAL HEALTH CLINIC
100,000
CHESTNUT RIDGE COUNSELING SERVICES INC
100 NEW SALEM ROAD
UNIONTOWN
,
PA
15401
PUBLIC CHARITY
QUALITY OF CARE, OUTCOME MEASURES TRANSFORMATION INITIATIVE
24,828
CIT INTERNATIONAL
111 S HIGHLAND STREET BOX 71
MEMPHIS
,
TN
38111
PUBLIC CHARITY
CIT PITTSBURGH CONFERENCE
5,000
CITY THEATRE COMPANY INC
1300 BINGHAM ST
PITTSBURGH
,
PA
15203
PUBLIC CHARITY
ARTS ACCESS CLASSROOM EXPANSION
10,000
COMMUNITIES IN SCHOOLS OF PITTSBURGH-ALLEGHENY COUNTY
3856 SOUTH WATER STREET
PITTSBURGH
,
PA
15203
PUBLIC CHARITY
ISS SUPPORT FOR STO-ROX SCHOOL DISTRICT (SRSD)
50,000
COMMUNITY HUMAN SERVICES
2525 LIBERTY AVENUE
PITTSBURGH
,
PA
15222
PUBLIC CHARITY
COMMUNITY HUMAN SERVICES (CHS) CAPACITY BUILDING FOR LEADERSHIP TRANSITION AND INTERNAL SYSTEMS
14,000
CONNECTING CHAMPIONS
6101 PENN AVE SUITE 201
PITTSBURGH
,
PA
15206
PUBLIC CHARITY
BUILDING CAPACITY BY COACHING A PROGRAM EMPLOYEE IN GRANT WRITING AND SEEKING
10,000
CONSORTIUM FOR PUBLIC EDUCATION
1100 INDUSTRY ROAD
MCKEESPORT
,
PA
15132
PUBLIC CHARITY
RACHEL'S CHALLENGE
2,500
CRISIS SHELTER OF LAWRENCE COUNTY
1218 W STATE STREET
NEW CASTLE
,
PA
16101
PUBLIC CHARITY
VICTIM TO SURVIVOR: ADDRESSING THE COMPLEX TRAUMA OF CRIME VICTIMS
67,028
DUQUESNE UNIVERSITY OF THE HOLY SPIRIT
600 FORBES AVENUE
PITTSBURGH
,
PA
15282
PUBLIC CHARITY
BRONZE SPONSORSHIP MCGINLEY-RICE SYMPOSIUM 2019
1,000
EXPRESSIVE MEDIA INC (EMI)
PARK PLAZA APARTMENTS
PITTSBURGH
,
PA
15213
PUBLIC CHARITY
EXPRESSIVE MEDIA E-LEARNING LIBRARY
10,000
FAYETTE COUNTY COMMUNITY ACTION AGENCY INC
108 NORTH BEESON AVENUE
UNIONTOWN
,
PA
15401
PUBLIC CHARITY
PREPARING HUMAN SERVICE WORKERS
50,000
FAYETTE COUNTY DRUG AND ALCOHOL COMMISSIONINC
100 NEW SALEM ROAD
UNIONTOWN
,
PA
15401
PUBLIC CHARITY
FCDAC TREATMENT BUSINESS MANAGER
25,000
FAYETTE COUNTY HUMAN SERVICE COUNCIL
137 NORTH BEESON AVENUE
UNIONTOWN
,
PA
15401
PUBLIC CHARITY
WELLNESS IN THE HELPING PROFESSION
5,000
FILM PITTSBURGH
1789 S BRADDOCK AVENUE
PITTSBURGH
,
PA
15218
PUBLIC CHARITY
SUPPORT FOR 2 FILMS TO HIGHLIGHT MENTAL HEALTH AT REELABILITIES PITTSBURGH
12,000
FLYING FUR ANIMAL RESCUE
PO BOX 299
ZIEGLERVILLE
,
PA
19492
PUBLIC CHARITY
DONATION IN MEMORY OF BRUCE SIFF
200
GIRL SCOUTS WESTERN PENNSYLVANIA
30 ISABELLA STREET SUITE 107
PITTSBURGH
,
PA
15212
PUBLIC CHARITY
GIRL SCOUT LEADERSHIP EXPERIENCE - OUTREACH NEW HORIZON SCHOOL
15,000
GLADE RUN FOUNDATION
P O BOX 70
ZELIENOPLE
,
PA
16063
PUBLIC CHARITY
GLADE RUN CARF ACCREDITATION
10,000
GRANT REFUNDS
VARIOUS
VARIOUS
,
PA
00000
PUBLIC CHARITY
VARIOUS GRANT REFUNDS FROM PRIOR YEARS
-13,422
GRANTMAKERS OF WESTERN PA
650 SMITHFIELD STREET
PITTSBURGH
,
PA
15222
PUBLIC CHARITY
KIDSBURGH: A FOCUS ON MENTAL HEALTH
35,000
HABITAT FOR HUMANITY ALLEGHENY VALLEY
225 FREEPORT STREET
NEW KENSINGTON
,
PA
15068
PUBLIC CHARITY
STROKES OF CHANGE
25,000
HEALTHY START INC
400 NORTH LEXINGTON STREET
PITTSBURGH
,
PA
15208
PUBLIC CHARITY
MOVING BEYOND DEPRESSION
70,200
HIGHLAND HOUSE
20 SOUTH MERCER STREET
NEW CASTLE
,
PA
161031405
PUBLIC CHARITY
EMERGENCY MAINTENANCE PROJECT
25,000
HUMAN SERVICES CENTER
130 W NORTH STREET
NEW CASTLE
,
PA
16101
PUBLIC CHARITY
MILL STREET COMMONS
24,000
INSIDE OUR MINDS A PROJECT OF NEW SUN RISING
PO BOX 58005
PITTSBURGH
,
PA
15209
PUBLIC CHARITY
PLANNING FOR LEAD IN CONNECT
25,000
IRMC PHYSICIAN GROUP
1265 119 PROFESSIONAL CENTER
INDIANA
,
PA
15701
PUBLIC CHARITY
IRMC PHYSICIAN GROUP SOCIAL SERVICES CAPACITY BUILDING
10,000
JEWISH ASSOCIATION ON AGING
200 JHF DRIVE
PITTSBURGH
,
PA
15217
PUBLIC CHARITY
HOPE GROWS AND THE CAREGIVER GARDEN CONNECT PROJECT
41,000
JEWISH FAMILY & CHILDREN'S SERVICE
5743 BARTLETT STREET
PITTSBURGH
,
PA
15217
PUBLIC CHARITY
REFUGEE AND IMMIGRANT PEER SUPPORT GROUPS
25,000
JEWISH HEALTHCARE FOUNDATION
650 SMITHFIELD STREET
PITTSBURGH
,
PA
15222
PUBLIC CHARITY
DAN MILLER DISABILITY SUMMIT
10,000
JEWISH RESIDENTIAL SERVICES
2609 MURRAY AVENUE SUITE 201
PITTSBURGH
,
PA
15217
PUBLIC CHARITY
COLLEAGUE TRAINING
11,176
MELTING POT MINISTRIES
5811 CURRY RD
PITTSBURGH
,
PA
15236
PUBLIC CHARITY
COGNITIVE BEHAVIORAL INTERVENTION FOR TRAUMA IN SCHOOLS (CBITS)
25,000
MENTAL HEALTH AMERICA
409 COULTER AVENUE
GREENSBURG
,
PA
15601
PUBLIC CHARITY
TECHNOLOGY NEEDS GRANT
15,000
MENTAL HEALTH AMERICA
409 COULTER AVENUE
GREENSBURG
,
PA
15601
PUBLIC CHARITY
THE ART CELLAR BY MENTAL HEALTH AMERICA OF SOUTHWESTERN PA
100,000
MENTAL HEALTH AMERICA
409 COULTER AVENUE
GREENSBURG
,
PA
15601
PUBLIC CHARITY
INNOVATIONS 2019
200
MENTAL HEALTH ASSOCIATION OF WASHINGTON COUNTY
71 N MAIN STREET
WASHINGTON
,
PA
15301
PUBLIC CHARITY
COVERED BRIDGE FESTIVAL
75
NAMI KEYSTONE PA
105 BRAUNLICH DRIVE
PITTSBURGH
,
PA
152373415
PUBLIC CHARITY
SPONSORSHIP FOR 2020 CHILD AND ADOLESCENT MENTAL HEALTH CONFERENCE
5,000
NAMI PA BUTLER COUNTY
212-214 S MAIN ST
BUTLER
,
PA
16001
PUBLIC CHARITY
IT NEEDS
5,000
NEIGHBORHOOD ALLIES
225 ROSS STREET
PITTSBURGH
,
PA
15219
PUBLIC CHARITY
STEEL SMILING ORGANIZATIONAL SUSTAINABILITY PROJECT
75,000
NFBD
6401 PENN AVE
PITTSBURGH
,
PA
15206
PUBLIC CHARITY
MENTAL HEALTH AWARENESS IN THE DIGITAL AGE
75,000
NURTUREPA INC
PO BOX 869
MCMURRAY
,
PA
15317
PUBLIC CHARITY
SUPPORTING RECOVERING MOMS OF NEWBORNS
70,000
ON RIVER TIME
2211 7TH AVENUE SOUTH
BIRMINGHAM
,
AL
35233
PUBLIC CHARITY
DONATION IN HONOR OF JOHN AHLSWEDE
500
OUTREACH TEEN & FAMILY SERVICES INC
666 WASHINGTON ROAD
PITTSBURGH
,
PA
15228
PUBLIC CHARITY
PROGRAM MANAGER - BUILDING SUSTAINABILITY THROUGH ENHANCED PROGRAM DELIVERY
19,380
PARTNERS FOR QUALITY FOUNDATION
250 CLEVER RD
MCKEES ROCKS
,
PA
15136
PUBLIC CHARITY
BEHAVIORAL HEALTH FIELDWORKER TRAINING
24,700
PENNSYLVANIA MENTAL HEALTH CONSUMERS' ASSOCIATION
4105 DERRY ST
HARRISBURG
,
PA
17111
PUBLIC CHARITY
DEVELOPING YOUNG ADULT LEADERS: A FOCUS ON MENTAL HEALTH
25,000
PENNSYLVANIA YOUTH CONGRESS FOUNDATION
413 WALNUT ST
HARRISBURG
,
PA
17101
PUBLIC CHARITY
PENNSYLVANIA YOUTH CONGRESS FOUNDATION (PYC) LGBTQ YOUTH MENTAL HEALTH CARE COORDINATOR
25,000
PERSAD CENTER INC
5301 BUTLER STREET
PITTSBURGH
,
PA
15201
PUBLIC CHARITY
PERSAD MENTAL HEALTH & DRUG AND ALCOHOL INTENSIVE OUTPATIENT PROGRAM
152,665
PLANNED PARENTHOOD OF WESTERN PENNSYLVANIA
933 LIBERTY AVENUE
PITTSBURGH
,
PA
15222
PUBLIC CHARITY
BEHAVIORAL HEALTH SERVICES
675
PLANNED PARENTHOOD OF WESTERN PENNSYLVANIA
933 LIBERTY AVENUE
PITTSBURGH
,
PA
15222
PUBLIC CHARITY
BEHAVIORAL HEALTH EXPANDED SERVICES INITIATIVE
25,000
PLANNED PARENTHOOD OF WESTERN PENNSYLVANIA
933 LIBERTY AVENUE
PITTSBURGH
,
PA
15222
PUBLIC CHARITY
HONOR SUSAN KALSON FOR HER BOD SERVICE
250
POISE FOUNDATION
TWO GATEWAY CENTER 603 STANWIX
STREET
PITTSBURGH
,
PA
15222
PUBLIC CHARITY
#STRONGMOMSTRONGBABY
5,000
PREVENTION POINT PHILADELPHIA
PO BOX 60990
PHILADELPHIA
,
PA
19133
PUBLIC CHARITY
HERO INITIATIVE
25,000
PREVENTION POINT PHILADELPHIA
PO BOX 60990
PHILADELPHIA
,
PA
19133
PUBLIC CHARITY
PAHRC STATEWIDE CONFERENCE
1,500
PREVENTION POINT PITTSBURGH
460 MELWOOD AVE
PITTSBURGH
,
PA
15213
PUBLIC CHARITY
OVERDOSE AWARENESS DAY
1,000
PRIMARY HEALTH NETWORK
63 PITT ST
SHARON
,
PA
16146
PUBLIC CHARITY
STREAMLINING TRANSITION OF COLLABORATIVE CARE
25,000
PROPEL SCHOOLS FOUNDATION
3447 E CARSON STREET
PITTSBURGH
,
PA
15203
PUBLIC CHARITY
PROPEL PARTNERS IN WELLNESS EXPANSION
100,000
PUBLICSOURCE
1936 FIFTH AVE
PITTSBURGH
,
PA
15219
PUBLIC CHARITY
A PACKAGE OF SEVERAL REPORTING SERIES ON BEHAVIORAL HEALTH OVER TWO YEARS
50,000
SHADYSIDE HOSPITAL FOUNDATION
532 SOUTH AIKEN AVE
PITTSBURGH
,
PA
15232
PUBLIC CHARITY
UPMC SHADYSIDE FAMILY HEALTH CENTER MEDICATION ASSISTED TREATMENT PROGRAM
48,542
SISTERS PITTSBURGH
3948 MURRAY AVE
PITTSBURGH
,
PA
15217
PUBLIC CHARITY
FIRE FUND
250
SOUTH ALLEGHENY SCHOOL DISTRICT
2743 WASHINGTON BLVD
MCKEESPORT
,
PA
15133
PUBLIC CHARITY
SOUTH ALLEGHENY RESILIENCY EMPOWERING STUDENTS TO OVERCOME CHALLENGES
20,000
SOUTH HILLS INTERFAITH MOVEMENT
5301 PARK AVENUE
BETHEL PARK
,
PA
15102
PUBLIC CHARITY
EMPOWERING ENVIRONMENTS FOR EVERYONE
35,000
ST MARGARET MEMORIAL HOSPITAL FOUNDATION
815 FREEPORT ROAD 100 MEDICAL ARTS
BUILDING 100
PITTSBURGH
,
PA
15215
PUBLIC CHARITY
THE SUNSHINE SPACE DEDICATED SPACE FOR BEHAVIORAL HEALTH, MAT AND OUTSIDE AGENCIES
200,000
THE ALEPH INSTITUTE
5804 BEACON ST
PITTSBURGH
,
PA
15217
PUBLIC CHARITY
CAPACITY BUILDING AT THE ALEPH INSTITUTE
53,058
THE ALEPH INSTITUTE
5804 BEACON ST
PITTSBURGH
,
PA
15217
PUBLIC CHARITY
SPEAKER SERIES
800
THE CORNERSTONE OF BEAVER COUNTY
1217 7TH AVENUE
BEAVER FALLS
,
PA
15010
PUBLIC CHARITY
BRIDGING THE GAP
25,000
THE KENNEDY FORUM
14 CENTRAL AVE PO BOX 319
ISLAND HEIGHTS
,
NJ
08732
PUBLIC CHARITY
PARITY IN PA
2,500
THE LIGHTHOUSE FOUNDATION
116 BROWNS HILL ROAD
VALENCIA
,
PA
16059
PUBLIC CHARITY
MENTAL HEALTH PROGRAMMING EVALUATION AND TRAINING
20,000
THE OPEN DOOR INC
PO BOX 99243
PITTSBURGH
,
PA
15233
PUBLIC CHARITY
RUN AMOK
300
THE PITTSBURGH FOUNDATION
5 PPG PLACE SUITE 250
PITTSBURGH
,
PA
15222
PUBLIC CHARITY
SALLY KALSON COURAGE IN JOURNALISM FUND AT THE PITTSBURGH FOUNDATION
100
THE PITTSBURGH FOUNDATION
5 PPG PLACE SUITE 250
PITTSBURGH
,
PA
15222
PUBLIC CHARITY
TO SUPPORT THE PUBLIC HEALTH IMPROVEMENT FUND OF THE PITTSBURGH FOUNDATION
40,000
UNION MISSION
PO BOX 271
LATROBE
,
PA
15650
PUBLIC CHARITY
EXPANSION OF SERVICES
2,000
UNITED JEWISH FEDERATION
234 MCKEE PLACE
PITTSBURGH
,
PA
15213
PUBLIC CHARITY
JEWISH WOMEN'S FOUNDATION
1,000
UNIVERSITY OF PITTSBURGH (SCHOOL OF SOCIAL WORK)
2117 CATHEDRAL OF LEARNING
PITTSBURGH
,
PA
15260
PUBLIC CHARITY
DONATION IN HONOR OF MOE COLEMAN
500
UNIVERSITY OF PITTSBURGH OFFICE OF CHILD DEVELOPMENT
400 N LEXINGTON ST
PITTSBURGH
,
PA
15208
PUBLIC CHARITY
FAMILY SUPPORT MINDFULNESS COLLABORATION
40,000
URSULINE SUPPORT SERVICES
2717 MURRAY AVENUE
PITTSBURGH
,
PA
15210
PUBLIC CHARITY
REPRESENTATIVE PAYEE CLIENT ON-BOARDING PROJECT--YEAR TWO
25,000
VETERANS PLACE OF WASHINGTON BLVD
945 WASHINGTON BLVD
PITTSBURGH
,
PA
152064143
PUBLIC CHARITY
VETERANS PLACE CARF ACCREDITATION PROJECT
10,000
WOMEN AND GIRLS FOUNDATION
100 W STATION SQUARE DRIVE SUITE
315
PITTSBURGH
,
PA
15219
PUBLIC CHARITY
GIRLGOV BH COMMITTEE
2,500
WOMEN'S CENTER & SHELTER OF GREATER PITTSBURGH
PO BOX 9024
PITTSBURGH
,
PA
152240024
PUBLIC CHARITY
STANDING FIRM LUCHEON
1,000
WOMEN'S CENTER & SHELTER OF GREATER PITTSBURGH
PO BOX 9024
PITTSBURGH
,
PA
152240024
PUBLIC CHARITY
OUTREACH SERVICES
4,000
Total
.................................
3a
2,453,698
b
Approved for future payment
ALLEGHENY HEALTH NETWORK
4818 LIBERTY AVE
PITTSBURGH
,
PA
15224
PUBLIC CHARITY
AHN PRIMARY CARE BEHAVIORAL HEALTH INTEGRATION PROJECT (BHIP)
50,000
CRISIS SHELTER OF LAWRENCE COUNTY
1218 W STATE STREET
NEW CASTLE
,
PA
16101
PUBLIC CHARITY
VICTIM TO SURVIVOR: ADDRESSING THE COMPLEX TRAUMA OF CRIME VICTIMS
45,674
HEALTHY START INC
400 NORTH LEXINGTON STREET
PITTSBURGH
,
PA
15208
PUBLIC CHARITY
MOVING BEYOND DEPRESSION
70,200
MELTING POT MINISTRIES
5811 CURRY RD
PITTSBURGH
,
PA
15236
PUBLIC CHARITY
COGNITIVE BEHAVIORAL INTERVENTION FOR TRAUMA IN SCHOOLS (CBITS)
50,000
NAMI KEYSTONE PA
575 N MAIN STREET
WASHINGTON
,
PA
15301
PUBLIC CHARITY
CEOS AGAINST STIGMA
111,956
NURTUREPA INC
PO BOX 869
MCMURRAY
,
PA
15317
PUBLIC CHARITY
SUPPORTING RECOVERING MOMS OF NEWBORNS
70,000
PUBLICSOURCE
1936 FIFTH AVE
PITTSBURGH
,
PA
15219
PUBLIC CHARITY
A PACKAGE OF SEVERAL REPORTING SERIES ON BEHAVIORAL HEALTH OVER TWO YEARS
50,000
SHADYSIDE HOSPITAL FOUNDATION
532 SOUTH AIKEN AVE
PITTSBURGH
,
PA
15232
PUBLIC CHARITY
UPMC SHADYSIDE FAMILY HEALTH CENTER MEDICATION ASSISTED TREATMENT PROGRAM
48,542
Total
.................................
3b
496,372
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
4
Dividends and interest from securities
....
14
19,996
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
41
124,763
8
Gain or (loss) from sales of assets other than
inventory
............
18
8,381,323
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
OTHER REVENUE
01
332
b
UBI FROM PARTNERSHIPS
525990
-80,129
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
-80,129
8,526,414
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
8,446,285
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description