Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
POSNER FOUNDATION OF PITTSBURGH
 
Number and street (or P.O. box number if mail is not delivered to street address)381 MANSFIELD AVENUE NO 500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15220
A Employer identification number

25-6055022
B Telephone number (see instructions)

(412) 928-7701
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$301,696,247J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 211,717
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 3,824,288 3,818,837  
5a Gross rents............ 7,316 7,316  
b Net rental income or (loss) 7,316
6a Net gain or (loss) from sale of assets not on line 10 15,673,929
b Gross sales price for all assets on line 6a 81,229,840
7 Capital gain net income (from Part IV, line 2)... 15,673,929
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)....... Click to see attachment 498,943 454,176  
12 Total. Add lines 1 through 11........ 20,216,193 19,954,258  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 84,563 0   84,563
15 Pension plans, employee benefits....... 4,228 0   4,228
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 792,276 594,207   198,069
c Other professional fees (attach schedule).... Click to see attachment 1,581,679 1,581,539   140
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 400,343 88,521   6,853
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 9,482 0   9,482
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 54,416 11,274   1,465
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,926,987 2,275,541   304,800
25 Contributions, gifts, grants paid....... 13,070,536 13,070,536
26 Total expenses and disbursements. Add lines 24 and 25 15,997,523 2,275,541   13,375,336
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,218,670
b Net investment income (if negative, enter -0-) 17,678,717
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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
Assets 1 Cash—non-interest-bearing............. 23,420,464 38,839,779 38,839,779
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet9,437
Less: allowance for doubtful accounts bullet   2,618 9,437 9,437
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet1,195,723
Less: allowance for doubtful accounts bullet0 1,171,723 1,195,723 1,195,723
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)....... 120,274,621 Click to see attachment108,793,276 236,789,793
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 21,242,519 Click to see attachment21,661,822 24,861,515
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 166,111,945 170,500,037 301,696,247
Liabilities 17 Accounts payable and accrued expenses..........   105,000
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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 105,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
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 bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 166,111,945 170,395,037
29 Total net assets or fund balances (see instructions)..... 166,111,945 170,395,037
30 Total liabilities and net assets/fund balances (see instructions). 166,111,945 170,500,037
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
166,111,945
2
Enter amount from Part I, line 27a .....................
2
4,218,670
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
64,422
4
Add lines 1, 2, and 3 ..........................
4
170,395,037
5
Decreases not included in line 2 (itemize) bullet
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
170,395,037
Form 990-PF (2020)
Form 990-PF (2020)
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 PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
c FROM FLOW THROUGH'S D    
d FROM FLOW THROUGH'S P    
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 28,807,577   15,491,409 13,316,168
b 51,016,469   49,877,451 1,139,018
c 1,405,794     1,405,794
d     187,051 -187,051
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       13,316,168
b       1,139,018
c       1,405,794
d       -187,051
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 15,673,929
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 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 245,734
c All other domestic foundations enter 1.39% 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........................... 3 245,734
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- ..... 5 245,734
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 526,047
b Exempt foreign organizations—tax withheld at source...... 6b 0
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.............. 7 526,047
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 280,313
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet280,313 RefundedBullet 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 the instructions
for the 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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)
    bulletPA
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletPOSNERFOUNDATION.ORG
    14
    The books are in care ofbulletTHE HAWTHORNE GROUP INC Telephone no.bullet (412) 928-7700

    Located atbullet381 MANSFIELD AVE SUITE 500PITTSBURGHPA ZIP+4bullet15220
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    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 bullet
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    3b
     
    No
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    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?..........
    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?.....................
    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?
    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? .................
    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
    HENRY POSNER III TRUSTEE
    1.00     		0 0 0
    381 MANSFIELD AVENUE
    PITTSBURGH,PA15220
    PAUL M POSNER TRUSTEE
    1.00     		0 0 0
    381 MANSFIELD AVENUE
    PITTSBURGH,PA15220
    ANNE M MOLLOY TRUSTEE
    1.00     		0 0 0
    381 MANSFIELD AVENUE
    PITTSBURGH,PA15220
    JOHN F HENSLER TRUSTEE
    1.00     		0 0 0
    381 MANSFIELD AVENUE
    PITTSBURGH,PA15220
    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
    ANNE MARIE TOCCKET EXEC DIRECTOR
    24.00     		84,563 4,228 16,464
    C/O 381 MANSFIELD AVE SUITE 500
    PITTSBURGH,PA15220
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    PROVIDENT TRUST CO INVESTMENT MANAGEMENT 953,775
    N16 W23217 STONE RIDGE DR SUITE 310
    WAUKESHA,WI53188
    THE HAWTHORNE GROUP INC FINANCIAL SERVICES 777,532
    381 MANSFIELD AVE SUITE 500
    PITTSBURGH,PA15220
    EAGLE CAPITAL MANAGEMENT LLC INVESTMENT MANAGEMENT 205,995
    499 PARK AVE 17TH FLOOR
    NEW YORK,NY10022
    GOLDMAN SACHS & CO LLC INVESTMENT MANAGEMENT 96,124
    1735 MARKET ST 26TH FLOOR
    PHILADELPHIA,PA19103
    GAMCO INVESTORS INC INVESTMENT MANAGEMENT 77,974
    ONE CORPORATE CENTER
    RYE,NY10580
    Total number of others receiving over $50,000 for professional services.............bullet2
    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 NONE 0
    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 NONE 0
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    201,570,401
    b
    Average of monthly cash balances.......................
    1b
    40,847,294
    c
    Fair market value of all other assets (see instructions)................
    1c
    24,861,514
    d
    Total (add lines 1a, b, and c).........................
    1d
    267,279,209
    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
    267,279,209
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    4,009,188
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    263,270,021
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    13,163,501
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    13,163,501
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    245,734
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    245,734
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    12,917,767
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    12,917,767
    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
    12,917,767
    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
    13,375,336
    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
    13,375,336
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    13,375,336
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 12,917,767
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 11,901,580
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 13,375,336
    a Applied to 2019, but not more than line 2a 11,901,580
    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 2020 distributable amount..... 1,473,756
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		11,444,011
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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.)
    1Information Regarding Foundation Managers:
    aList 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).)
    HENRY POSNER III
    PAUL M POSNER
    ANNE M MOLLOY
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ANNE MARIE TOCCKET
    381 MANSFIELD AVE STE 500
    PITTSBURGH,PA15220
    (412) 928-7701
    AMTOCCKET@POSNERFOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICANTS SHOULD SUBMIT A BRIEF STATEMENT IN WRITING, DETAILING THE PURPOSE FOR WHICH FUNDS ARE TO BE UTILIZED AND THE ACTIVITIES ENGAGED IN BY THE APPLICANT. APPLICANT'S DETERMINATION LETTER AND FINANCIAL DATA SHOULD ACCOMPANY THE REQUEST.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    OUR PRIORITY AREAS REFLECT BOTH THE FOUNDATION'S LEGACY OF GIVING AS WELL AS OUR EMERGING INTEREST IN AREAS OF PRESSING SOCIAL, ECONOMIC AND ENVIRONMENTAL CONCERN WITH A FOCUS ON ENVIRONMENT, HUMAN RIGHTS, EDUCATION, AND JEWISH LIFE.
    Form 990-PF (2020)
    Form 990-PF (2020)
    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)
    aPaid during the year
    ACLU FOUNDATION
    125 BROAD STREET 18TH FL
    NEW YORK,NY10004     		N/A PC UNRESTRICTED/ GENERAL USE 536,360
    AMERICAN FRIENDS UNION FOR PROGRESSIVE JUDAISM
    4905 5TH AVENUE
    PITTSBURGH,PA15213     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    AMERICAN JEWISH WORLD SERVICE
    1001 CONNECTICUT AVENUE NW SUITE
    1200
    WASHINGTON,DC20036     		N/A PC UNRESTRICTED/ GENERAL USE 1,100,000
    AMERICARES
    88 HAMILTON AVENUE
    STAMFORD,CT06902     		N/A PC UNRESTRICTED/ GENERAL USE 500,000
    BARD COLLEGE
    PO BOX 5000
    ANNANDALEONHUDSON,NY12504     		N/A PC UNRESTRICTED/ GENERAL USE 70,000
    BHUTANESE COMMUNITY ASSOCIATION OF PITTSBURGH
    3000 BROWNSVILLE RD SUITE C
    PITTSBURGH,PA15227     		N/A PC UNRESTRICTED/ GENERAL USE 30,000
    BRADLEY UNIVERSITY
    1501 WEST BRADLEY AVENUE
    PEORIA,IL61625     		N/A PC UNRESTRICTED/ GENERAL USE 35,000
    CARNEGIE LIBRARY OF PITTSBURGH
    4400 FORBES AVENUE
    PITTSBURGH,PA15213     		N/A PC UNRESTRICTED/ GENERAL USE 20,000
    CARNEGIE MELLON UNIVERSITY
    5000 FORBES AVE
    PITTSBURGH,PA15213     		N/A PC UNRESTRICTED/ GENERAL USE 638,333
    CASA SAN JOSE
    2116 BROADWAY AVE
    PITTSBURGH,PA15216     		N/A PC UNRESTRICTED/ GENERAL USE 115,000
    CITY OF ASYLUM
    40 W NORTH AVENUE
    PITTSBURGH,PA15212     		N/A PC UNRESTRICTED/ GENERAL USE 20,000
    COMMUNITY COLLEGE OF ALLEGHENY COUNTY EDUCATIONAL FOUNDATION
    808 RIDGE AVENUE
    PITTSBURGH,PA15212     		N/A PC UNRESTRICTED/ GENERAL USE 25,000
    COMMUNITY FOOD BANK OF SOUTHERN ARIZONA
    3003 S COUNTRY CLUB ROAD
    TUCSON,AZ85713     		N/A PC UNRESTRICTED/ GENERAL USE 200,000
    CYCLE CONNECT
    244 FIFTH AVENUE SUITE D222
    NEW YORK,NY10001     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    DOCTORS WITHOUT BORDERS
    40 RECTOR STREET 16TH FLOOR
    NEW YORK,NY10006     		N/A PC UNRESTRICTED/ GENERAL USE 250,000
    EAST END COOPERATIVE MINISTRY
    6140 STATION SQUARE
    PITTSBURGH,PA15206     		N/A PC UNRESTRICTED/ GENERAL USE 20,000
    EBT FOUNDATION
    PO BOX 158
    ROCKHILL FURNACE,PA17249     		N/A PC UNRESTRICTED/ GENERAL USE 830,000
    ECO-SOAP BANK
    PO BOX 81188
    PITTSBURGH,PA15217     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    FOOD SHIFT
    2150 ALLSTON WAY SUITE 460
    BERKELEY,CA94501     		N/A PC UNRESTRICTED/ GENERAL USE 25,000
    FRIENDS OF ISRAEL MOVEMENT FOR PROGRESSIVE JUDAISM
    211 S SPALDING DRIVE APT S403
    BEVERLY HILLS,CA90212     		N/A PC UNRESTRICTED/ GENERAL USE 25,000
    GLOBAL LINKS
    700 TRUMBULL DRIVE
    PITTSBURGH,PA15205     		N/A PC UNRESTRICTED/ GENERAL USE 200,000
    GRAND RIVER ACADEMY
    PO BOX 222
    AUSTINBURG,OH44010     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    GREATER PITTSBURGH FOOD BANK
    1 NORTH LINDEN STREET
    DUQUESNE,PA15110     		N/A PC UNRESTRICTED/ GENERAL USE 25,000
    GROW PITTSBURGH
    6587 HAMILTON AVENUE 2W
    PITTSBURGH,PA15206     		N/A PC UNRESTRICTED/ GENERAL USE 140,000
    GUNS DOWN AMERICA
    PO BOX 34647
    WASHINGTON,DC20043     		N/A PC UNRESTRICTED/ GENERAL USE 80,000
    HEBREW FREE LOAN ASSOCIATION PITTSBURGH
    4307 MURRAY AVENUE
    PITTSBURGH,PA15217     		N/A PC UNRESTRICTED/ GENERAL USE 25,000
    HEBREW UNION COLLEGE JEWISH INSTITUTE OF RELIGION
    ONE WEST FOURTH STREET
    NEW YORK,NY10012     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    HELLO NEIGHBOR
    6587 HAMILTON AVENUE 1E
    PITTSBURGH,PA15206     		N/A PC UNRESTRICTED/ GENERAL USE 60,000
    JEWISH CEMETERY AND BURIAL ASSOCIATION OF GREATER PITTSBURGH
    PO BOX 81863
    PITTSBURGH,PA15217     		N/A PC UNRESTRICTED/ GENERAL USE 50,000
    JEWISH FAMILY AND COMMUNITY SERVICES
    5743 BARTLETT STREET
    PITTSBURGH,PA15217     		N/A PC UNRESTRICTED/ GENERAL USE 275,000
    JEWISH FEDERATION OF GREATER PITTSBURGH
    2000 TECHNOLOGY DRIVE
    PITTSBURGH,PA15219     		N/A PC UNRESTRICTED/ GENERAL USE 60,000
    JUBILEE ASSOCIATION
    PO BOX 42251
    PITTSBURGH,PA15203     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    KENYON COLLEGE
    105 CHASE AVENUE
    GAMBIER,OH43022     		N/A PC UNRESTRICTED/ GENERAL USE 35,000
    LATINO COMMUNITY CENTER
    212 9TH STREET
    PITTSBURGH,PA15222     		N/A PC UNRESTRICTED/ GENERAL USE 125,000
    LITERACY PITTSBURGH
    411 SEVENTH AVENUE SUITE 525
    PITTSBURGH,PA15219     		N/A PC UNRESTRICTED/ GENERAL USE 100,000
    NATIONAL AVIARY PITTSBURGH
    700 ARCH STREET
    PITTSBURGH,PA15212     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    NATIONAL COALITION SUPPORTING EURASIAN JEWRY
    1120 20TH STREET NW SUITE 300N
    WASHINGTON,DC20036     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    NATIONAL PUBLIC RADIO
    1111 NORTH CAPITOL ST NE
    WASHINGTON,DC20002     		N/A PC UNRESTRICTED/ GENERAL USE 500,000
    NATURAL RESOURCES DEFENSE COUNCIL
    40 W 20TH STREET
    NEW YORK,NY10011     		N/A PC UNRESTRICTED/ GENERAL USE 100,000
    NEIGHBORHOOD LEGAL SERVICES ASSOCATION
    928 PENN AVENUE
    PITTSBURGH,PA15222     		N/A PC UNRESTRICTED/ GENERAL USE 50,000
    NEW VENTURE FUND SAFER FUTURE
    1201 CONNECTICUT AVE NW SUITE 300
    WASHINGTON,DC20036     		N/A PC UNRESTRICTED/ GENERAL USE 100,000
    NORTH AMERICAN ASSOCIATION FOR ENVIRONMENTAL EDUCATION
    1725 DESALES ST NW SUITE 401
    WASHINGTON,DC20036     		N/A PC UNRESTRICTED/ GENERAL USE 50,000
    NORTH COUNTRY SCHOOL
    4382 CASCADE ROAD
    LAKE PLACID,NY12946     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    PRINCETON CENTER JEWISH LIFE
    PRINCETON UNIVERSITY
    PRINCETON,NJ08544     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    PRINCETON IN AFRICA
    PRINCETON UNIVERSITY
    PRINCETON,NJ08544     		N/A PC UNRESTRICTED/ GENERAL USE 35,000
    PRINCETON UNIVERSITY
    PRINCETON UNIVERSITY
    PRINCETON,NJ08544     		N/A PC UNRESTRICTED/ GENERAL USE 60,000
    READING IS FUNDAMENTAL
    10 CHILDRENS WAY SUITE 300
    PITTSBURGH,PA15212     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    READING READY PITTSBURGH
    PO BOX 81111
    PITTSBURGH,PA15217     		N/A PC UNRESTRICTED/ GENERAL USE 30,000
    REFED INC
    4602 21ST STREET 1531
    LONG ISLAND CITY,NY11101     		N/A PC UNRESTRICTED/ GENERAL USE 650,000
    RIVERVIEW APARTMENTS
    52 GARETTA STREET
    PITTSBURGH,PA15217     		N/A PC UNRESTRICTED/ GENERAL USE 25,000
    ROCKEFELLER PHILANTHROPY ADVISORS INC
    6 WEST 48TH STREET 10TH FLOOR
    NEW YORK,NY10036     		N/A PC UNRESTRICTED/ GENERAL USE 500,000
    SAVE THE CHILDREN
    501 KINGS HIGHWAY EAST SUITE 400
    FAIRFIELD,CT06825     		N/A PC UNRESTRICTED/ GENERAL USE 300,000
    SCHWAB CHARITABLE - DONOR ADVISED FUND
    N16 W23217 STONE RIDGE DR SUITE 310
    WAUKESHA,WI53188     		N/A PC UNRESTRICTED/ GENERAL USE 3,000,000
    SENATOR JOHN HEINZ HISTORY CENTER
    1212 SMALLMAN STREET
    PITTSBURGH,PA15222     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    SHADY SIDE ACADEMY
    423 FOX CHAPEL ROAD
    PITTSBURGH,PA15238     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    SIMMONS UNIVERSITY
    300 THE FENWAY
    BOSTON,MA02115     		N/A PC UNRESTRICTED/ GENERAL USE 135,000
    SOLAR ONE
    37 WEST 26TH ST SUITE 209
    NEW YORK,NY10010     		N/A PC UNRESTRICTED/ GENERAL USE 50,000
    SPLASH
    1326 5TH AVE STE 300
    SEATTLE,WA98101     		N/A PC UNRESTRICTED/ GENERAL USE 250,000
    SQUIRREL HILL HEALTH CENTER
    4516 BROWNS HILL ROAD
    PITTSBURGH,PA15217     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    STEAMSHIP HISTORICAL SOCIETY
    2500 POST ROAD
    WARWICK,RI02886     		N/A PC UNRESTRICTED/ GENERAL USE 150,000
    THE GLOBAL SWITCHBOARD
    305 34TH STREET
    PITTSBURGH,PA15201     		N/A PC UNRESTRICTED/ GENERAL USE 35,000
    TIDES CENTER
    1012 TORNEY AVENUE
    SAN FRANCISCO,CA94129     		N/A PC UNRESTRICTED/ GENERAL USE 250,000
    TRANSITUS
    PO BOX 12342
    COLUMBUS,OH43212     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    TREE PITTSBURGH
    32 62ND STREET
    PITTSBURGH,PA15201     		N/A PC UNRESTRICTED/ GENERAL USE 40,000
    UNION FOR REFORM JUDAISM
    633 THIRD AVE
    NEW YORK,NY10017     		N/A PC UNRESTRICTED/ GENERAL USE 335,000
    UNIVERSITY OF PENNSYLVANIA - WHARTON ANNUAL FUND
    2929 WALNUT STREET SUITE 300
    PHILADELPHIA,PA19104     		N/A PC UNRESTRICTED/ GENERAL USE 35,000
    UNIVERSITY OF PITTSBURGH
    128 NORTH CRAIG STREET
    PITTSBURGH,PA15260     		N/A PC UNRESTRICTED/ GENERAL USE 35,000
    VILLAGEREACH
    210 S HUDSON ST SUITE 307
    SEATTLE,WA98134     		N/A PC UNRESTRICTED/ GENERAL USE 250,000
    WINCHESTER THURSTON SCHOOL
    555 MOREWOOD AVENUE
    PITTSBURGH,PA15213     		N/A PC UNRESTRICTED/ GENERAL USE 70,000
    WORLD UNION FOR PROGRESSIVE JUDAISM
    633 THIRD AVE
    NEW YORK,NY10017     		N/A PC UNRESTRICTED/ GENERAL USE 220,000
    WQED MULTIMEDIA
    4802 FIFTH AVENUE
    PITTSBURGH,PA15213     		N/A PC UNRESTRICTED/ GENERAL USE 25,000
    YMCA OF GREATER PITTSBURGH
    680 ANDERSEN DRIVE SUITE 400
    PITTSBURGH,PA15220     		N/A PC UNRESTRICTED/ GENERAL USE 25,000
    FLOW THROUGH CONTRIBUTIONS
    VARIOUS
    VARIOUS,PA99999     		N/A PC UNRESTRICTED/ GENERAL USE 843
    Total .................................bullet 3a 13,070,536
    bApproved for future payment
    REFED INC
    4602 21ST STREET 1531
    LONG ISLAND CITY,NY11101     		N/A PC UNRESTRICTED/ GENERAL USE 500,000
    SAVE THE CHILDREN
    501 KINGS HIGHWAY EAST SUITE 400
    FAIRFIELD,CT06825     		N/A PC UNRESTRICTED/ GENERAL USE 250,000
    UNION FOR REFORM JUDAISM
    633 THIRD AVE
    NEW YORK,NY10017     		N/A PC UNRESTRICTED/ GENERAL USE 300,000
    FRIENDS OF ISRAEL MOVEMENT FOR PROGRESSIVE JUDAISM
    211 S SPALDING DRIVE APT S403
    BEVERLY HILLS,CA90212     		N/A PC UNRESTRICTED/ GENERAL USE 25,000
    CITY OF ASYLUM
    40 W NORTH AVENUE
    PITTSBURGH,PA15212     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    Total .................................bullet 3b 1,085,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees 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 3,824,288  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 7,316  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     01 498,943  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 15,673,929  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFLOW THROUGH ACTIVITIES UBTI     		  653,789 01    
    bADJ FOR NET UBTI 523920   01 -653,789  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 653,789 19,350,687 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    20,004,476
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		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 (2020)
    Form 990-PF (2020)
    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? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 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)
    aPaid during the year
    ACLU FOUNDATION125 BROAD STREET 18TH FL
    NEW YORK,NY10004     		N/A PC UNRESTRICTED/ GENERAL USE 536,360
    AMERICAN FRIENDS UNION FOR PROGRESSIVE JUDAISM4905 5TH AVENUE
    PITTSBURGH,PA15213     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    AMERICAN JEWISH WORLD SERVICE1001 CONNECTICUT AVENUE NW SUITE
    1200
    WASHINGTON,DC20036     		N/A PC UNRESTRICTED/ GENERAL USE 1,100,000
    AMERICARES88 HAMILTON AVENUE
    STAMFORD,CT06902     		N/A PC UNRESTRICTED/ GENERAL USE 500,000
    BARD COLLEGEPO BOX 5000
    ANNANDALEONHUDSON,NY12504     		N/A PC UNRESTRICTED/ GENERAL USE 70,000
    BHUTANESE COMMUNITY ASSOCIATION OF PITTSBURGH3000 BROWNSVILLE RD SUITE C
    PITTSBURGH,PA15227     		N/A PC UNRESTRICTED/ GENERAL USE 30,000
    BRADLEY UNIVERSITY1501 WEST BRADLEY AVENUE
    PEORIA,IL61625     		N/A PC UNRESTRICTED/ GENERAL USE 35,000
    CARNEGIE LIBRARY OF PITTSBURGH4400 FORBES AVENUE
    PITTSBURGH,PA15213     		N/A PC UNRESTRICTED/ GENERAL USE 20,000
    CARNEGIE MELLON UNIVERSITY5000 FORBES AVE
    PITTSBURGH,PA15213     		N/A PC UNRESTRICTED/ GENERAL USE 638,333
    CASA SAN JOSE2116 BROADWAY AVE
    PITTSBURGH,PA15216     		N/A PC UNRESTRICTED/ GENERAL USE 115,000
    CITY OF ASYLUM40 W NORTH AVENUE
    PITTSBURGH,PA15212     		N/A PC UNRESTRICTED/ GENERAL USE 20,000
    COMMUNITY COLLEGE OF ALLEGHENY COUNTY EDUCATIONAL FOUNDATION808 RIDGE AVENUE
    PITTSBURGH,PA15212     		N/A PC UNRESTRICTED/ GENERAL USE 25,000
    COMMUNITY FOOD BANK OF SOUTHERN ARIZONA3003 S COUNTRY CLUB ROAD
    TUCSON,AZ85713     		N/A PC UNRESTRICTED/ GENERAL USE 200,000
    CYCLE CONNECT244 FIFTH AVENUE SUITE D222
    NEW YORK,NY10001     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    DOCTORS WITHOUT BORDERS40 RECTOR STREET 16TH FLOOR
    NEW YORK,NY10006     		N/A PC UNRESTRICTED/ GENERAL USE 250,000
    EAST END COOPERATIVE MINISTRY6140 STATION SQUARE
    PITTSBURGH,PA15206     		N/A PC UNRESTRICTED/ GENERAL USE 20,000
    EBT FOUNDATIONPO BOX 158
    ROCKHILL FURNACE,PA17249     		N/A PC UNRESTRICTED/ GENERAL USE 830,000
    ECO-SOAP BANKPO BOX 81188
    PITTSBURGH,PA15217     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    FOOD SHIFT2150 ALLSTON WAY SUITE 460
    BERKELEY,CA94501     		N/A PC UNRESTRICTED/ GENERAL USE 25,000
    FRIENDS OF ISRAEL MOVEMENT FOR PROGRESSIVE JUDAISM211 S SPALDING DRIVE APT S403
    BEVERLY HILLS,CA90212     		N/A PC UNRESTRICTED/ GENERAL USE 25,000
    GLOBAL LINKS700 TRUMBULL DRIVE
    PITTSBURGH,PA15205     		N/A PC UNRESTRICTED/ GENERAL USE 200,000
    GRAND RIVER ACADEMYPO BOX 222
    AUSTINBURG,OH44010     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    GREATER PITTSBURGH FOOD BANK1 NORTH LINDEN STREET
    DUQUESNE,PA15110     		N/A PC UNRESTRICTED/ GENERAL USE 25,000
    GROW PITTSBURGH6587 HAMILTON AVENUE 2W
    PITTSBURGH,PA15206     		N/A PC UNRESTRICTED/ GENERAL USE 140,000
    GUNS DOWN AMERICAPO BOX 34647
    WASHINGTON,DC20043     		N/A PC UNRESTRICTED/ GENERAL USE 80,000
    HEBREW FREE LOAN ASSOCIATION PITTSBURGH4307 MURRAY AVENUE
    PITTSBURGH,PA15217     		N/A PC UNRESTRICTED/ GENERAL USE 25,000
    HEBREW UNION COLLEGE JEWISH INSTITUTE OF RELIGIONONE WEST FOURTH STREET
    NEW YORK,NY10012     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    HELLO NEIGHBOR6587 HAMILTON AVENUE 1E
    PITTSBURGH,PA15206     		N/A PC UNRESTRICTED/ GENERAL USE 60,000
    JEWISH CEMETERY AND BURIAL ASSOCIATION OF GREATER PITTSBURGHPO BOX 81863
    PITTSBURGH,PA15217     		N/A PC UNRESTRICTED/ GENERAL USE 50,000
    JEWISH FAMILY AND COMMUNITY SERVICES5743 BARTLETT STREET
    PITTSBURGH,PA15217     		N/A PC UNRESTRICTED/ GENERAL USE 275,000
    JEWISH FEDERATION OF GREATER PITTSBURGH2000 TECHNOLOGY DRIVE
    PITTSBURGH,PA15219     		N/A PC UNRESTRICTED/ GENERAL USE 60,000
    JUBILEE ASSOCIATIONPO BOX 42251
    PITTSBURGH,PA15203     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    KENYON COLLEGE105 CHASE AVENUE
    GAMBIER,OH43022     		N/A PC UNRESTRICTED/ GENERAL USE 35,000
    LATINO COMMUNITY CENTER212 9TH STREET
    PITTSBURGH,PA15222     		N/A PC UNRESTRICTED/ GENERAL USE 125,000
    LITERACY PITTSBURGH411 SEVENTH AVENUE SUITE 525
    PITTSBURGH,PA15219     		N/A PC UNRESTRICTED/ GENERAL USE 100,000
    NATIONAL AVIARY PITTSBURGH700 ARCH STREET
    PITTSBURGH,PA15212     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    NATIONAL COALITION SUPPORTING EURASIAN JEWRY1120 20TH STREET NW SUITE 300N
    WASHINGTON,DC20036     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    NATIONAL PUBLIC RADIO1111 NORTH CAPITOL ST NE
    WASHINGTON,DC20002     		N/A PC UNRESTRICTED/ GENERAL USE 500,000
    NATURAL RESOURCES DEFENSE COUNCIL40 W 20TH STREET
    NEW YORK,NY10011     		N/A PC UNRESTRICTED/ GENERAL USE 100,000
    NEIGHBORHOOD LEGAL SERVICES ASSOCATION928 PENN AVENUE
    PITTSBURGH,PA15222     		N/A PC UNRESTRICTED/ GENERAL USE 50,000
    NEW VENTURE FUND SAFER FUTURE1201 CONNECTICUT AVE NW SUITE 300
    WASHINGTON,DC20036     		N/A PC UNRESTRICTED/ GENERAL USE 100,000
    NORTH AMERICAN ASSOCIATION FOR ENVIRONMENTAL EDUCATION1725 DESALES ST NW SUITE 401
    WASHINGTON,DC20036     		N/A PC UNRESTRICTED/ GENERAL USE 50,000
    NORTH COUNTRY SCHOOL4382 CASCADE ROAD
    LAKE PLACID,NY12946     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    PRINCETON CENTER JEWISH LIFEPRINCETON UNIVERSITY
    PRINCETON,NJ08544     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    PRINCETON IN AFRICAPRINCETON UNIVERSITY
    PRINCETON,NJ08544     		N/A PC UNRESTRICTED/ GENERAL USE 35,000
    PRINCETON UNIVERSITYPRINCETON UNIVERSITY
    PRINCETON,NJ08544     		N/A PC UNRESTRICTED/ GENERAL USE 60,000
    READING IS FUNDAMENTAL10 CHILDRENS WAY SUITE 300
    PITTSBURGH,PA15212     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    READING READY PITTSBURGHPO BOX 81111
    PITTSBURGH,PA15217     		N/A PC UNRESTRICTED/ GENERAL USE 30,000
    REFED INC4602 21ST STREET 1531
    LONG ISLAND CITY,NY11101     		N/A PC UNRESTRICTED/ GENERAL USE 650,000
    RIVERVIEW APARTMENTS52 GARETTA STREET
    PITTSBURGH,PA15217     		N/A PC UNRESTRICTED/ GENERAL USE 25,000
    ROCKEFELLER PHILANTHROPY ADVISORS INC6 WEST 48TH STREET 10TH FLOOR
    NEW YORK,NY10036     		N/A PC UNRESTRICTED/ GENERAL USE 500,000
    SAVE THE CHILDREN501 KINGS HIGHWAY EAST SUITE 400
    FAIRFIELD,CT06825     		N/A PC UNRESTRICTED/ GENERAL USE 300,000
    SCHWAB CHARITABLE - DONOR ADVISED FUNDN16 W23217 STONE RIDGE DR SUITE 310
    WAUKESHA,WI53188     		N/A PC UNRESTRICTED/ GENERAL USE 3,000,000
    SENATOR JOHN HEINZ HISTORY CENTER1212 SMALLMAN STREET
    PITTSBURGH,PA15222     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    SHADY SIDE ACADEMY423 FOX CHAPEL ROAD
    PITTSBURGH,PA15238     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    SIMMONS UNIVERSITY300 THE FENWAY
    BOSTON,MA02115     		N/A PC UNRESTRICTED/ GENERAL USE 135,000
    SOLAR ONE37 WEST 26TH ST SUITE 209
    NEW YORK,NY10010     		N/A PC UNRESTRICTED/ GENERAL USE 50,000
    SPLASH1326 5TH AVE STE 300
    SEATTLE,WA98101     		N/A PC UNRESTRICTED/ GENERAL USE 250,000
    SQUIRREL HILL HEALTH CENTER4516 BROWNS HILL ROAD
    PITTSBURGH,PA15217     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    STEAMSHIP HISTORICAL SOCIETY2500 POST ROAD
    WARWICK,RI02886     		N/A PC UNRESTRICTED/ GENERAL USE 150,000
    THE GLOBAL SWITCHBOARD305 34TH STREET
    PITTSBURGH,PA15201     		N/A PC UNRESTRICTED/ GENERAL USE 35,000
    TIDES CENTER1012 TORNEY AVENUE
    SAN FRANCISCO,CA94129     		N/A PC UNRESTRICTED/ GENERAL USE 250,000
    TRANSITUSPO BOX 12342
    COLUMBUS,OH43212     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    TREE PITTSBURGH32 62ND STREET
    PITTSBURGH,PA15201     		N/A PC UNRESTRICTED/ GENERAL USE 40,000
    UNION FOR REFORM JUDAISM633 THIRD AVE
    NEW YORK,NY10017     		N/A PC UNRESTRICTED/ GENERAL USE 335,000
    UNIVERSITY OF PENNSYLVANIA - WHARTON ANNUAL FUND2929 WALNUT STREET SUITE 300
    PHILADELPHIA,PA19104     		N/A PC UNRESTRICTED/ GENERAL USE 35,000
    UNIVERSITY OF PITTSBURGH128 NORTH CRAIG STREET
    PITTSBURGH,PA15260     		N/A PC UNRESTRICTED/ GENERAL USE 35,000
    VILLAGEREACH210 S HUDSON ST SUITE 307
    SEATTLE,WA98134     		N/A PC UNRESTRICTED/ GENERAL USE 250,000
    WINCHESTER THURSTON SCHOOL555 MOREWOOD AVENUE
    PITTSBURGH,PA15213     		N/A PC UNRESTRICTED/ GENERAL USE 70,000
    WORLD UNION FOR PROGRESSIVE JUDAISM633 THIRD AVE
    NEW YORK,NY10017     		N/A PC UNRESTRICTED/ GENERAL USE 220,000
    WQED MULTIMEDIA4802 FIFTH AVENUE
    PITTSBURGH,PA15213     		N/A PC UNRESTRICTED/ GENERAL USE 25,000
    YMCA OF GREATER PITTSBURGH680 ANDERSEN DRIVE SUITE 400
    PITTSBURGH,PA15220     		N/A PC UNRESTRICTED/ GENERAL USE 25,000
    FLOW THROUGH CONTRIBUTIONSVARIOUS
    VARIOUS,PA99999     		N/A PC UNRESTRICTED/ GENERAL USE 843
    Total ...............................bullet 3a 13,070,536
    bApproved for future payment
    REFED INC4602 21ST STREET 1531
    LONG ISLAND CITY,NY11101     		N/A PC UNRESTRICTED/ GENERAL USE 500,000
    SAVE THE CHILDREN501 KINGS HIGHWAY EAST SUITE 400
    FAIRFIELD,CT06825     		N/A PC UNRESTRICTED/ GENERAL USE 250,000
    UNION FOR REFORM JUDAISM633 THIRD AVE
    NEW YORK,NY10017     		N/A PC UNRESTRICTED/ GENERAL USE 300,000
    FRIENDS OF ISRAEL MOVEMENT FOR PROGRESSIVE JUDAISM211 S SPALDING DRIVE APT S403
    BEVERLY HILLS,CA90212     		N/A PC UNRESTRICTED/ GENERAL USE 25,000
    CITY OF ASYLUM40 W NORTH AVENUE
    PITTSBURGH,PA15212     		N/A PC UNRESTRICTED/ GENERAL USE 10,000
    Total ................................bullet 3b 1,085,000
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    POSNER FOUNDATION OF PITTSBURGH
     
    Employer identification number

    25-6055022
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    POSNER FOUNDATION OF PITTSBURGH
          		Employer identification number
    25-6055022
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    HELEN M POSNER MARTIAL TRUST
     
    381 MANSFIELD AVENUE SUITE 500
     
    PITTSBURGH, PA15220

    		$ 210,328


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    POSNER FOUNDATION OF PITTSBURGH
          		Employer identification number

    25-6055022
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    POSNER FOUNDATION OF PITTSBURGH
          		Employer identification number

    25-6055022
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    POSNER FOUNDATION OF PITTSBURGH
    EIN:
    25-6055022
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FINANCIAL SERVICES 792,276 594,207   198,069

    TY 2020 AllOthProgRltdInvestmentsSch
    Name:
    POSNER FOUNDATION OF PITTSBURGH
    EIN:
    25-6055022
    Category Amount
    NONE 0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    POSNER FOUNDATION OF PITTSBURGH
    EIN:
    25-6055022
    Name of Stock End of Year Book Value End of Year Fair Market Value
    71,370 SH ACCENTURE PLC 5,837,656 18,642,558
    9,139 SH ALPHABET INC CL A 4,776,664 16,017,377
    9,224 SH ALPHABET INC CL C 4,732,277 16,159,341
    36,460 SH COSTCO \NHOLESALE CORP 5,659,699 13,737,399
    32,930 SH FACEBOOK INC CL A 7,499,026 8,995,159
    110,000 SH FASTENAL COMPANY 2,031,059 5,371,300
    56,470 SH HOME DEPOT INC 6,159,340 14,999,561
    79,480 SH PAYPAL HLDGS INC 2,755,841 18,614,216
    82,000 SH PNC FIN'! SERVICES 7,299,008 12,218,000
    230,940 SH SCHWAB CHAR1ES CORP NEW 8,599,712 12,249,058
    93,830 SH T ROWE PRICE GROUP INC 7,200,435 14,204,924
    57,730 SH UNITEDHEALTH GROUP INC 6,562,542 20,244,756
    41,385 SH VISA INC. CLASS A SHS 820,917 9,052,141
    3,849 SH AERCAP HOLDINGS N.V. (AER) 199,494 175,437
    228 SH ALPHABET INC CL A (GOOGL) 118,895 399,602
    579 SH ALPHABET INC CL C (GOOG) 355,186 1,014,339
    280 SH AMAZON COM INC (AMZN) 117,782 911,940
    1,223 SH ANTHEM INC COM (ANTM) 323,538 392,693
    3,626 SH AON PLC CL A (AON) 511,100 766,065
    3,594 SH BERKSHIRE HATHAWAY CL-B NEW (BRK'B) 516,758 833,341
    2,107 SH CAPITAL ONEFINANCIAL CORP (COF) 143,761 208,277
    11,294 SH CITIGROUP INC NEW (C) 619,051 696,388
    23,068 SH COMCAST CORP (NEW) CLASS A (CMCSA) 855,739 1,208,763
    7,821 SH DISH NETWORK CORP CLASS A (DISH) 298,169 252,931
    2,841 SH FACEBOOK INC CL-A (FB) 478,292 776,048
    67,314 SH GENERAL ELECTRIC CO (GE) 596,490 726,991
    9,075 SH GENERAL MTRS CO (GM) 310,370 377,883
    2,799 SH GOLDMAN SACHS GRP INC (GS) 569,782 738,124
    7,020 SH HEXCEL CORP NEW (HXL) 57,559 49,460
    4,358 SH HILTON WORLDWIDE HLDGS INC(HLD 288,259 484,871
    4,782 SH LIBERTY BROADBAND CORP S-C (LBRDK) 376,182 757,325
    6,152 SH MARRIOTTINTLINC NEW CL A (MAR) 470,215 811,572
    5,864 SH MICROSOFT CORP {MSFT) 269,275 1,304,271
    6,352 SH MORGAN STANLEY {MS) 272,234 435,303
    851 SH NETFLIX INC (NFLX) 242,785 460,161
    7,535 SH UNITEDHEALTH GP INC (UNH) 180,839 538,294
    1,948 SH WABTEC CORP (WAB) 137,567 142,594
    64 SH WALT DISNEY CO HLDG CO (DIS) 7,005 11,596
    24 SH WELLS FARGO & CO NEW (WFC) 895,534 717,077
    625 SH WOODWARD INC COM (WWD) 48,382 75,955
    5,235 SH ACCEL ENTMT INC COM CL A 54,968 52,874
    1,388 SH BOOT BARN HLDGS INC COM 40,777 60,184
    2,247 SH BUCKLE INC COM 48,927 65,612
    1,668 SH CAESARS ENTERTAINMENT INC COM 65,775 123,882
    3,172 SH DRAFTKINGS INC COM CL A 34,099 147,688
    4,653 SH G11I APPAREL GROUP LTD COM 85,549 110,462
    4,767 SH LOVESAC COMPANY COM 94,399 205,410
    1,806 SH PENN NATL GAMING INC COM 41,872 155,984
    4,087 SH SKECHERS U SA INC CL A 128,350 146,887
    12,663 SH TILLYS INC CL A 87,904 103,330
    1,827 SH DARLING INGREDIENTS INC COM 46,003 105,381
    3,111 SH PILGRIMS PRIDE CORP NEW COM 62,820 61,007
    951 SH RENEWABLE ENERGY GROUP INC COM NEW 53,432 67,350
    8,056 SH SM ENERGY CO COM 44,327 49,303
    1,974 SH WORLD FUEL SERVICES CORP COM 47,878 61,510
    945 SH AMERIS BANCORP COM 27,158 35,976
    1,026 SH EHEALTH INC COM 81,954 72,446
    6,876 SH MEGALITH FINL ACQUISITION CORP CL A 92,018 96,539
    7,700 SH ROTH CH ACQUISITION I CO COM 77,000 124,201
    5,775 SH ROTH CH ACQUISITION I CO WT 0 25,410
    2,127 SH SEACOAST BKG CORP FLA COM NEW 36,713 62,640
    7,024 SH TRISTATE CAP HLDGS INC COM 95,874 122,218
    5,003 SH HORIZON THERAPEUTICS PUB LTD SHS 93,081 365,969
    209 SH CRISPR THERAPEUTICS AG NAMEN AKT 13,407 32,000
    26,583 SH BIODELIVERY SCIENCES INTL IN COM 85,408 111,649
    361 SH CHARLES RIV LABORATORIES INTL INC COM 42,095 90,199
    5,507 SH CURALEAF HLDGS INC SUB VTG SHS 48,371 65,928
    5,653 SH GREEN THUMB INDUSTRIES INC SUB VTG SHS 75,253 138,499
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    103 SH HERMES INTERNATIONAL-ADR 7,643 11,136
    3 SH HERMES INTERNATIONAL-ADR 264 324
    92 SH HERMES INTERNATIONAL-ADR 8,197 9,947
    39 SH HONG KONG EXCHANGES AND 1,373 2,135
    618 SH HONG KONG EXCHANGES AND 20,187 33,829
    39 SH HOYA CORPORATION SPONSORED ADR HOCPY 2,342 5,413
    6 SH HOYA CORPORATION SPONSORED ADR HOCPY 348 833
    103 SH HOYA CORPORATION SPONSORED ADR HOCPY 7,909 14,295
    129 SH HOYA CORPORATION SPONSORED ADR HOCPY 12,098 17,904
    59 SH HUTCHISON CHINA HCM 1,977 1,889
    162 SH HUTCHISON CHINA HCM 5,448 5,187
    161 SH HUTCHISON CHINA HCM 4,015 5,155
    208 SH HUTCHISON CHINA HCM 5,585 6,660
    319 SH IBERDROLA SA-SPONSORED AOR 10,503 18,343
    261 SH IBERDROLA SA-SPONSORED AOR 8,272 15,008
    14 SH IBERDROLA SA-SPONSORED AOR 445 805
    481 SH IBERDROLA SA-SPONSORED AOR 19,545 27,658
    1,797 SH INDUSTRIA DE DISENO TEXTILE INDITEX SA 29,349 28,824
    110 SH JARDINE MATHESON HLDGS LTD-UNSP ADR 4,454 6,184
    207 SH JARDINE MATHESON HLDGS LTD-UNSP ADR 8,660 11,638
    384 SH KERING SA SPON ADR 8,341 27,821
    8 SH KERING SA SPON ADR 362 580
    316 SH KERING SA SPON ADR 20,362 22,894
    275 SH KERING SA SPON ADR 13,777 19,924
    27 SH KEYENCE CORP 4,983 15,389
    46 SH KEYENCE CORP 13,079 26,218
    153 SH KEYENCE CORP 55,323 87,204
    539 SH KONINKLIJKE PHILIPS N VNY REG SH 22,688 29,198
    250 SH LOREAL CO ADR 9,850 19,038
    147 SH LOREAL CO ADR 5,803 11,194
    405 SH LOREAL CO ADR 23,441 30,841
    914 SH LONDON STOCK ADR EXCHANGE GRP PLC UNSPON 13,184 28,572
    272 SH LONDON STOCK ADR EXCHANGE GRP PLC UNSPON 4,020 8,503
    1,481 SH LONDON STOCK ADR EXCHANGE GRP PLC UNSPON 36,233 46,296
    133 SH LONDON STOCK ADR EXCHANGE GRP PLC UNSPON 4,036 4,158
    197 SH LONDON STOCK ADR EXCHANGE GRP PLC UNSPON 5,907 6,158
    36 SH LVMH MOET HENNESSY 2,168 4,490
    213 SH LVMH MOET HENNESSY 19,124 26,567
    15 SH MERCADOLIBRE INC 3,172 25,128
    11 SH MERCADOLIBRE INC 6,406 18,427
    239 SH MURATA MANUFACTURING-ADR 2,570 5,415
    907 SH MURATA MANUFACTURING-ADR 13,473 20,548
    71 SH NESTLES A REG ADR 5,830 8,364
    55 SH NESTLES A REG ADR 4,491 6,479
    96 SH NESTLES A REG ADR 8,338 11,309
    274 SH NESTLES A REG ADR 29,186 32,277
    112 SH NESTLES A REG ADR 10,516 13,194
    1 SH NIDEC CORPORATION-ADR NJDCY 17 32
    1,120 SH NIDEC CORPORATION-ADR NJDCY 19,925 35,504
    403 SH NIPPON TELEGRAPH & TELEPHONE CORP SPONSORED ADR NTTYY 10,465 10,357
    636 SH NIPPON TELEGRAPH & TELEPHONE CORP SPONSORED ADR NTTYY 16,620 16,345
    1,075 SH NITORI HLDGS CO LTD NCLTY 21,166 22,769
    29 SH NOVO NORDISK AS ADR NVO 1,356 2,026
    171 SH NOVO NORDISK AS ADR NVO 8,078 11,944
    364 SH NOVO NORDISK AS ADR NVO 12,859 25,425
    702 SH NOVO NORDISK AS ADR NVO 40,526 49,035
    168 SH PERNOD-RICARD SA-UNSPON ADR 3,994 6,443
    882 SH PERNOD-RICARD SA-UNSPON ADR 31,286 33,825
    751 SH PROSUS NV ADR PROSY 11,565 16,289
    298 SH RECKITT BENCKISER ADR PLC SPONSORED ADR RBGLY 5,921 5,400
    75 SH RECKITT BENCKISER ADR PLC SPONSORED ADR RBGLY 1,481 1,359
    639 SH RECKITT BENCKISER ADR PLC SPONSORED ADR RBGLY 10,034 11,579
    408 SH RECKITT BENCKISER ADR PLC SPONSORED ADR RBGLY 6,536 7,393
    1,243 SH RECKITT BENCKISER ADR PLC SPONSORED ADR RBGLY 19,670 22,523
    2,282 SH RECRUIT HOLDINGS CO ADR LTD 12,124 19,192
    354 SH RELX PLC ADR SPON 7,833 8,730
    601 SH RELX PLC ADR SPON 12,767 14,821
    216 SH RELX PLC ADR SPON 4,642 5,327
    966 SH RELX PLC ADR SPON 24,041 23,822
    187 SH RIO TINTO PLC SPONSORED ADR 11,363 14,066
    2,623 SH ROYAL KPN NV SPN ADR KKPNY 9,318 8,105
    26 SH ROYAL KPN NV SPN ADR KKPNY 73 80
    2,591 SH ROYAL KPN NV SPN ADR KKPNY 7,920 8,006
    4,131 SH ROYAL KPN NV SPN ADR KKPNY 12,352 12,765
    916 SH SAFRAN SA-UNSPON ADR SAFRY 16,090 32,481
    309 SH SAFRAN SA-UNSPON ADR SAFRY 5,367 10,957
    973 SH SAFRAN SA-UNSPON ADR SAFRY 37,866 34,503
    12 SH SAP SE-SPONSORED ADR SAP 1,056 1,565
    160 SH SAP SE-SPONSORED ADR SAP 14,207 20,862
    49 SH SAP SE-SPONSORED ADR SAP 5,584 6,389
    237 SH SAP SE-SPONSORED ADR SAP 31,644 30,902
    459 SH SHIN-ETSU CHEMICAL ADR 10,441 20,187
    337 SH SHIN-ETSU CHEMICAL ADR 7,556 14,821
    660 SH SHIN-ETSU CHEMICAL ADR 18,064 29,027
    2,794 SH SHIONOGI & CO LTD ADR 36,154 38,278
    14 SH SMC CORP/JAPAN 4,642 8,247
    3 SH SMC CORP/JAPAN 1,031 1,767
    81 SH SMC CORP/JAPAN 38,070 47,712
    175 SH SOFTBANK GROUP CORP UNSPONADR 2,868 6,766
    4 SH SOFTBANK GROUP CORP UNSPONADR 82 155
    344 SH SOFTBANK GROUP CORP UNSPONADR 9,203 13,299
    652 SH SOFTBANK GROUP CORP UNSPONADR 14,041 25,206
    354 SH STMICROELECTRONICS N V 9,365 13,140
    389 SH STMICROELECTRONICS N V 13,691 14,440
    652 SH STRAUMANN HOLDING AG ADR 25,982 39,511
    54 SH SUZUKI MOTOR CORP ADR 9,444 10,090
    42 SH SUZUKI MOTOR CORP ADR 7,175 7,848
    390 SH TAIWAN SEMICONDUCTOR MFG CO LTD ADR 11,474 42,526
    202 SH TAIWAN SEMICONDUCTOR MFG CO LTD ADR 5,846 22,026
    654 SH TAIWAN SEMICONDUCTOR MFG CO LTD ADR 38,008 71,312
    248 SH TENCENT HOLDINGS LTD- UNSP ADR 12,737 17,829
    627 SH TENCENT HOLDINGS LTD- UNSP ADR 30,068 45,075
    796 SH TERUMO CORP-UNSPON ADR TRUMY 27,375 33,671
    472 SH TFI INTERNATIONAL INC TFII 20,290 24,346
    191 SH TOKYO ELECTRON LTD-UNSPN ADR 16,672 17,875
    63 SH TOTAL SE ADR TOT 3,063 2,640
    96 SH TOTAL SE ADR TOT 4,743 4,023
    113 SH TOTAL SE ADR TOT 6,169 4,736
    271 SH TOTAL SE ADR TOT 12,159 11,358
    502 SH UNICHARM CORP SPONSORED ADR UNICY 2,805 4,814
    681 SH UNICHARM CORP SPONSORED ADR UNICY 4,303 6,531
    27 SH UNICHARM CORP SPONSORED ADR UNICY 164 259
    1,353 SH UNICHARM CORP SPONSORED ADR UNICY 8,929 12,975
    2,898 SH UNICHARM CORP SPONSORED ADR UNICY 19,706 27,792
    184 SH UNILEVER PLC SPONS ADR 11,551 11,103
    1,112 SH ABBOTT LABORATORIES CMN (ABT) 80,671 121,753
    1,462 SH ACTIVISION BLIZZARD, INC CMN (ATVI) 59,268 135,747
    2,451 SH AES CORP. CMN (AES) 33,419 57,599
    35 SH ALPHABET INC.CMN CLASS A (GOOGL) 28,030 61,342
    36 SH AMAZON.COM INC CMN (AMZN) 27,663 117,249
    779 SH AMETEK INC (NEW) CMN (AME) 66,803 94,212
    140 SH ANTHEM, INC. CMN (ANTM) 41,531 44,953
    1,484 SH APPLE INC. CMN (AAPL) 54,790 196,912
    139 SH BEIGENE, LTD. SPONSORED ADR CMN (BGNE) 20,055 35,913
    466 SH BROADCOM INC. CMN (AVGO) 92,471 204,038
    91 SH CHARTER COMMUNICATIONS, INC. CMN (CHTR) 25,193 60,201
    1,090 SH CHEVRON CORPORATION CMN (CVX) 88,466 92,051
    3,366 SH CITIZENS FINANCIAL GROUP, INC. CMN (CFG) 96,142 120,368
    411 SH CME GROUP INC. CMN CLASS A (CME) 42,781 75,850
    1,991 SH COMCAST CORPORATION CMN CLASS A VOTING (CMCSA) 81,483 104,328
    206 SH COSTCO WHOLESALE CORPORATION CMN (COST) 45,160 77,617
    905 SH CSX CORPORATION CMN (CSX) 48,033 82,129
    301 SH DANAHER CORPORATION CMN (OHR) 23,395 66,918
    342 SH ELECTRONIC ARTS CMN (EA) 35,063 49,111
    285 SH ELI LILLY & CO CMN (LLY) 33,224 48,119
    173 SH FACEBOOK, INC. CMN CLASS A (FB) 29,864 47,257
    439 SH FIDELITY NATL INFO SVCS INC CMN (FIS) 64,106 62,101
    904 SH GILEAD SCIENCES CMN (GILD) 64,750 52,667
    234 SH GLOBAL PAYMENTS INC. CMN (GPN) 31,365 50,408
    1,401 SH GODADDY INC. CMN CLASS A (GDDY) 68,286 116,213
    507 SH HILTON WORLDWIDE HOLDINGS INC. CMN (HLT) 33,453 56,409
    463 SH HONEYWELL INTL INC CMN (HON) 84,352 98,480
    1,233 SH INTEL CORPORATION CMN (INTC) 60,816 61,428
    1,015 SH INTERCONTINENTAL EXCHANGE INC CMN (ICE) 70,744 117,019
    279 SH JACK HENRY & ASSOC INC CMN (JKHY) 23,419 45,195
    280 SH JOHNSON & JOHNSON CMN (JNJ) 36,611 44,066
    891 SH JPMORGAN CHASE & CO CMN (JPM) 65,801 113,219
    324 SH KLA CORP CMN (KLAC) 42,830 83,887
    255 SH MARSH & MCLENNAN CO INC CMN (MMC) 16,926 29,835
    635 SH MERCK & CO.. INC.CMN (MRK) 48,741 52,356
    715 SH MICROSOFT CORPORATION CMN (MSFT) 41,227 159,030
    301 SH MOODY'S CORPORATION CMN (MCO) 32,694 87,362
    131 SH MSCI INC. CMN (MSCI) 42,065 58,495
    279 SH NORTHROP GRUMMAN CORP CMN (NOC) 80,354 85,017
    881 SH PHILIP MORRIS INTL INC CMN (PM) 78,899 73,995
    694 SH SEAGEN INC.CMN (SGEN) 43,008 121,547
    310 SH SEMPRA ENERGY CMN (SRE) 31,850 39,821
    67 SH TRANSDIGM GROUP INCORPORATED CMN (TOG) 16,443 41,463
    303 SH UNITEDHEALTH GROUP INCORPORATE CMN (UNH) 70,415 106,256
    722 SH VISA INC. CMN CLASS-A (V) 60,142 157,923
    721 SH WESTINGHOUSE AIR BRAKE TECHNOL CMN (WAB) 53,729 52,777
    505 SH YUM BRANDS, INC. CMN (YUM) 38,264 54,823
    334 SH AMERICAN TOWER CORPORATION CMN (AMT) 35,928 75,374
    360 SH CROWN CASTLE INTL CORP CMN (CCI) 31,092 57,308
    75 SH EQUINIX, INC. REIT (EQIX) 42,762 53,564
    3,524 SH ABB LTD SPONSORED ADR CMN (ABB) 87,373 98,531
    4,516 SH AIA GROUP LIMITED SPONSORED ADR CMN SERIES (AAGIY) 125,385 221,320
    4,332 SH AIRBUS S.E. ADR CMN (EADSY) 69,798 118,970
    3,805 SH AMERICA MOVIL SAB DE CV SPONSORED ADR CMN SERIES L 58,451 55,325
    1,138 SH ANHEUSER-BUSCH INBEV SPONSORED ADR CMN (BUD) 58,205 79,558
    454 SH AON PUBLIC LIMITED COMPANY CMN (AON) 65,952 95,917
    4,435 SH ASHAI KASEI CORP ADR CMN (AHKSY) 85,588 90,594
    487 SH ASML HOLDING N. ADR CMN (ASML) 53,140 237,520
    2,750 SH ASTRAZENECA PLC SPONS ADR SPONSORED ADR CMN (AZN) 92,169 137,473
    2,126 SH B&M EUROPEAN VALUE RETAILS.A. ADR CMN (BMRRY) 55,036 60,352
    2,294 SH BRITISH AMERICAN TOBACCO PLC SPONS ADR (BTI) 81,003 87,544
    3,987 SH CARLSBERG A/S SPONSORED ADR CMN (CABGY) 81,059 127,827
    304 SH CHUBB LIMITED CMN (CB) 37,481 47,029
    10,172 SH COMPAGNIE FINANCIERE RICHEMONT UNSPONSORED ADR CMN (CFRUY) 70,279 92,148
    3,600 SH DANONE SPONSORED ADR CMN (DANDY) 55,269 47,362
    275 SH DIAGEO PLC SPON ADR (NEW) SPONSORED ADR CMN (OED) 31,440 43,673
    3,387 SH DNB ASA SPONSORED ADR CMN (DNHBY) 57,800 66,460
    10,422 SH ENEL SOCIETA PER AZIONI ADR CMN (ENLAY) 72,260 105,533
    1,604 SH ESSILOR INTERNATIONAL SA ADR CMN (ESLOY) 100,096 125,894
    1,793 SH GENMAB A/S SPONSORED ADR CMN (GMAB) 30,609 72,903
    627 SH GIVAUDAN SA ADR CMN (GVDNY) 37,432 52,915
    1,318 SH HAMAMATSU PHOTONICS K.K.CMN (HPHTF) 40,990 74,177
    502 SH HERMES INTERNATIONAL UNSPONSORED AOR CMN (HESAY) 33,503 54,027
    1,094 SH IBERDROLA SOCIEDAD ANONIMA SPONSORED ADR CMN (!BORY) 32,724 62,645
    5,669 SH INDUSTRIA DE DISENO TEXTIL, S. ADR CMN (IDEXY) 92,320 90,313
    695 SH JARDINE MATHESON HOLDINGS LTD ADR CMN (JMHLY) 31,114 38,920
    1,076 SH KERING AOR CMN (PPRUY) 70,512 78,255
    204 SH KEYENCE CORPORATION CMN (KYCCF) 37,533 116,272
    17,490 SH KONINKLIJKE KPN N.V. SPONSORED ADR CMN (KKPNY) 42,672 53,222
    1,887 SH KONINKLIJKE PHILIPS N_V.ADR CMN (PHG) 76,733 102,219
    1,506 SH LOREAL CO (ADR) ADR CMN (LRLCY) 56,286 114,540
    2,831 SH LONDON STOCK EXCHANGE GROUP PL ADR CMN (LNSTY) 74,623 87,150
    324 SH LVMH MOET HENNESSY LOUIS VUITTON S.A. ADR CMN (LVMUY) 11,343 40,507
    901 SH NESTLE SA SPONSORED ADR (REP 1/20 CHF 10 REGO SHS) (NSRGY) 70,368 106,271
    2,019 SH NOVO-NORDISK A/SADR ADR CMN (NVO) 81,456 141,027
    1,308 SH PERNOD RICARD UNSPONSORRED ADR CMN (PDRDY) 31,164 50,189
    5,818 SH RECKITT BENCKISER GROUP PLC SPONSORED AOR CMN (RBGLY) 90,962 104,055
    1,249 SH ROYAL CARIBBEAN GROUP !SIN: LR0008862868 (RCL) 64,469 93,288
    666 SH RYANAIR HOLDINGS PLC SPONSORED ADA CMN (RYAAY) 56,628 73,247
    5,292 SH SAFRAN SA SPONSORED ADA CMN (SAFRY) 116,727 187,697
    648 SH SAP SE (SPON ADA) (SAP) 75,437 84,493
    2,974 SH SHIN-ETSU CHEMICAL CO., LTD. UNSPONSORED ADA CMN (SHECY) 60,243 129,913
    187 SH SMC CORP. CMN (SMECF) 53,807 110,150
    3,003 SH TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS SOROS (TSM) 95,896 328,496
    975 SH TC ENERGY CORP CMN (TAP) 43,525 40,166
    1,774 SH TENCENT HOLDINGS LIMITED UNSPONSOREO ADA CMN ADD ADA REL 19358779 83,752 129,037
    1,081 SH TERUMO CORPORATION ADA CMN (TRUMY) 41,302 45,148
    1,317 SH TOTAL SE SPONSORED ADA CMN (TOT) 50,022 56,502
    4,681 SH UBS GROUP AG CMN (UBS) 67,289 66,143
    419 SH WASTE CONNECTIONS, INC. CMN (WCN) 33,016 42,975
    5,915,577 SH MEDRESPOND, INC. SERIES A-1 & A-2 COMMON STOCK 0 1
    5,317,677 SH MEDRESPOND, INC. SERIES A-1 & A-2 PREFERRED STOCK 411,451 411,451
    US BLOCK STOCK 1 0

    TY 2020 InvestmentsOtherSchedule2
    Name:
    POSNER FOUNDATION OF PITTSBURGH
    EIN:
    25-6055022
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALTENERGY STORAGE LLC FMV 954,193 899,161
    ALTENERGY STORAGE II LLC FMV 2,796,358 2,715,102
    ALTENERGY STORAGE BRIDGE LLC FMV 672,713 672,713
    AURORA VENTURES V, LP FMV 1,142,581 937,383
    AXIOM ASIA PRIVATE CAPITAL FUND FMV 585,549 138,889
    AXIOM ASIA 6, LP FMV 103,522 103,567
    COMMONFUND CAPITAL EMERGING MARKETS II LP FMV 1,118,640 1,411,971
    FRAMTIDEN HOLDINGS LLC FMV 5,000,126 7,188,899
    HARBERT POWER FUND III FMV 1,140,620 60,845
    HARBERT POWER FUND V FMV 607,339 1,909,769
    HARBERT VENTURE PARTNERS, LLC FMV 0 972,060
    HARBERT VENTURE PARTNERS II, LP FMV 567,340 837,230
    HARBERT VENTURE PARTNERS III, LP FMV 1,313,869 1,292,793
    HARBERT VENTURE PARTNERS ANNEX FUND, LLC FMV 0 159,819
    HARBERT INFRASTRUCTURE FUND VI, LP FMV 27,624 17,945
    KELLY ROOFING HOLDINGS LLC FMV 349,998 316,420
    MDME HOLDINGS LLC FMV 649,706 369,433
    MORGAN STANLEY PRIVATE EQUITY ASIA, LP FMV 239,093 14,332
    PENINSULA-KCG, LP FMV 930,685 990,209
    SYNERGY IOM HOLDINGS LLC FMV 400,000 418,066
    WJA ALTERNATIVE IN STRAT I SERIES I-2-AURELIUS FMV 384,747 337,983
    WJA ALTERNATIVE IN STRAT I SERIES I-7 D KEMPNER FMV 880,876 839,751
    FERNWOOD ASSOCIATES (WJ&A #7 - 5) FMV 542,731 480,844
    SANDALWOOD FUND (WJA, SERIES I-9) FMV 195,239 226,987
    WJA VALUE EQUITY FMV 1,058,273 1,549,344

    TY 2020 OtherExpensesSchedule
    Name:
    POSNER FOUNDATION OF PITTSBURGH
    EIN:
    25-6055022
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT INTEREST EXPENSE FLOW THROUGH'S 11,274 11,274   0
    NON DEDUCTIBLE EXPENSES 6,263 0   0
    PAYROLL SERVICES 1,465 0   1,465
    OTHER DEDUCTIONS 35,414 0   0


    TY 2020 OtherIncomeSchedule2
    Name:
    POSNER FOUNDATION OF PITTSBURGH
    EIN:
    25-6055022
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FLOW THROUGH ACTIVITIES 44,037 44,037 44,037
    1231 GAIN/(LOSS) FROM FLOW THROUGH'S 410,139 410,139 410,139
    SECTION 1202 GAIN EXCLUSION 44,767 0 44,767
    FLOW THROUGH ACTIVITIES UBTI 653,789   653,789
    ADJ FOR NET UBTI -653,789   -653,789


    TY 2020 OtherIncreasesSchedule
    Name:
    POSNER FOUNDATION OF PITTSBURGH
    EIN:
    25-6055022
    Description Amount
    PRIOR YEAR ADJUSTMENTS 64,422


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    POSNER FOUNDATION OF PITTSBURGH
    EIN:
    25-6055022
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 1,581,120 1,581,120   0
    OTHER PROFESSIONAL FEES 559 419   140


    TY 2020 TaxesSchedule
    Name:
    POSNER FOUNDATION OF PITTSBURGH
    EIN:
    25-6055022
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PA REGISTRATION FEE 15 0   15
    FOREIGN TAX WITHHELD ON DIVIDENDS 76,901 76,901   0
    FOREIGN TAXES-FLOW THROUGH'S 11,620 11,620   0
    FEDERAL TAXES 304,969 0   0
    PAYROLL TAXES 6,838 0   6,838