Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
CARNEGIE HERO FUND COMMISSION
 
Number and street (or P.O. box number if mail is not delivered to street address)KOPPERS BLDG436 SEVENTH AVE 1101
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152191841
A Employer identification number

25-1062730
B Telephone number (see instructions)

(412) 281-1302
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$57,056,483
J Accounting method:
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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 600
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 282,983 454,896 282,983
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,479,332
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 3,663,257
8 Net short-term capital gain......... 229,209
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)....... -117,214 -120,314 -117,214
12 Total. Add lines 1 through 11........ 2,645,701 3,997,839 394,978
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 173,712 17,371 17,371 156,341
14 Other employee salaries and wages...... 596,163 0 0 596,163
15 Pension plans, employee benefits....... 155,569 1,253 1,253 154,316
16a Legal fees (attach schedule)......... 15,355 921 921 14,434
b Accounting fees (attach schedule)....... 32,930 7,702 7,702 25,228
c Other professional fees (attach schedule).... 9,636 0 0 9,636
17 Interest...............   40,371 40,371  
18 Taxes (attach schedule) (see instructions)... 57,402 20,352 20,352 56,089
19 Depreciation (attach schedule) and depletion...   19,419 19,419
20 Occupancy.............. 87,610 0 0 87,610
21 Travel, conferences, and meetings....... 17,270 0 0 17,270
22 Printing and publications.......... 17,407 0 0 17,407
23 Other expenses (attach schedule)....... 161,299 793,977 793,977 160,987
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,324,353 901,366 901,366 1,295,481
25 Contributions, gifts, grants paid....... 916,575 916,575
26 Total expenses and disbursements. Add lines 24 and 25 2,240,928 901,366 901,366 2,212,056
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 404,773
b Net investment income (if negative, enter -0-) 3,096,473
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 15,303 55,756 55,756
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 1,757,621 Click to see attachment
List of Attached Documents:
// Content
2,121,941
2,121,941
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 64,400,066 Click to see attachment
List of Attached Documents:
// Content
54,878,786
54,878,786
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 66,172,990 57,056,483 57,056,483
Liabilities 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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 66,172,990 57,056,483
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 66,172,990 57,056,483
30 Total liabilities and net assets/fund balances (see instructions). 66,172,990 57,056,483
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
66,172,990
2
Enter amount from Part I, line 27a .....................
2
404,773
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
66,577,763
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
9,521,280
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
57,056,483
Form 990-PF (2022)
Form 990-PF (2022)
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 THE TIFF KEYSTONE FUND, LP P    
b THE TIFF KEYSTONE FUND, LP P    
c THE TIFF CENTERSTONE FUND LP P    
d THE TIFF CENTERSTONE FUND LP 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       3,373,730
b       230,757
c       60,318
d       -1,548
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       3,373,730
b       230,757
c       60,318
d       -1,548
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 3,663,257
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 3 229,209
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter: 1985-10-24(attach copy of letter if necessary–see instructions) 1 N/A
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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  
3 Add lines 1 and 2........................... 3  
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow   Refundedright arrow 11  
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowPA
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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
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 (2022)
Form 990-PF (2022)
Page 5
Part VI-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 addressright arrowWWW.CARNEGIEHERO.ORG
14
The books are in care ofright arrowERIC P ZAHREN Telephone no.right arrow (412) 281-1302

Located atright arrow436 SEVENTH AVENUE SUITE 1101PITTSBURGHPA ZIP+4right arrow152191841
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
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.) ...............
1a(6)
 
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2022? .............
1d
 
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
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?
7a
 
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? .........................
8
 
No
Part VII
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
MARK J LASKOW CHAIR EMERITUS
0.26
2,100 0 0
436 SEVENTH AVENUE
PITTSBURGH,PA15219
PRISCILLA J MCCRADY TRUSTEE EMERITUS
0.19
0 0 0
436 SEVENTH AVENUE
PITTSBURGH,PA15219
THOMAS L WENTLING JR TRUSTEE
0.19
0 0 0
436 SEVENTH AVENUE
PITTSBURGH,PA15219
DAN D SANDMAN TREASURER
0.26
0 0 0
436 SEVENTH AVENUE
PITTSBURGH,PA15219
ALBERT H BURCHFIELD III TRUSTEE EMERITUS
0.19
0 0 0
436 SEVENTH AVENUE
PITTSBURGH,PA15219
NANCY L RACKOFF VICE CHAIR
0.26
0 0 0
436 SEVENTH AVENUE
PITTSBURGH,PA15219
ANN M MCGUINN TRUSTEE EMERITUS
0.19
0 0 0
436 SEVENTH AVENUE
PITTSBURGH,PA15219
FRANK BROOKS ROBINSON TRUSTEE EMERITUS
0.19
0 0 0
436 SEVENTH AVENUE
PITTSBURGH,PA15219
ROBERT J CINDRICH TRUSTEE EMERITUS
0.19
0 0 0
436 SEVENTH AVENUE
PITTSBURGH,PA15219
DAVID MCL HILLMAN TRUSTEE
0.19
0 0 0
436 SEVENTH AVENUE
PITTSBURGH,PA15219
SYBIL P VEEDER PHD TRUSTEE EMERITUS
0.19
0 0 0
436 SEVENTH AVENUE
PITTSBURGH,PA15219
LINDA T HILLS TRUSTEE
0.19
0 0 0
436 SEVENTH AVENUE
PITTSBURGH,PA15219
ERIC P ZAHREN PRESIDENT/CHAIR
40.00
171,612 37,687 0
436 SEVENTH AVENUE
PITTSBURGH,PA15219
CHRISTOPHER MCCRADY TRUSTEE
0.19
0 0 0
436 SEVENTH AVENUE
PITTSBURGH,PA15219
PETER J LAMBROU MD TRUSTEE
0.19
0 0 0
436 SEVENTH AVENUE
PITTSBURGH,PA15219
ARTHUR M SCULLY III TRUSTEE
0.19
0 0 0
436 SEVENTH AVENUE
PITTSBURGH,PA15219
SUSANNE C WEAN TRUSTEE
0.19
0 0 0
436 SEVENTH AVENUE
PITTSBURGH,PA15219
JOSEPH C WALTON TRUSTEE
0.19
0 0 0
436 SEVENTH AVENUE
PITTSBURGH,PA15219
EVAN S FRAZIER TRUSTEE
0.19
0 0 0
436 SEVENTH AVENUE
PITTSBURGH,PA15219
NATHALIE LEMIEUX TRUSTEE
0.19
0 0 0
436 SEVENTH AVENUE
PITTSBURGH,PA15219
MICHAEL A THOMPSON TRUSTEE
0.19
0 0 0
436 SEVENTH AVENUE
PITTSBURGH,PA15219
ALEX DICLAUDIO TRUSTEE
0.19
0 0 0
436 SEVENTH AVENUE
PITTSBURGH,PA15219
LEE TILGHMAN TRUSTEE
0.19
0 0 0
436 SEVENTH AVENUE
PITTSBURGH,PA15219
KEVIN D HILES TRUSTEE
0.19
0 0 0
436 SEVENTH AVENUE
PITTSBURGH,PA15219
ANDREA ROSS TRUSTEE
0.19
0 0 0
436 SEVENTH AVENUE
PITTSBURGH,PA15219
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
JEFF DOOLEY INVESTIGATIONS MANAG
40.00
110,731 13,855 0
436 SEVENTH AVE
PGH,PA152191841
SUSAN RIZZA CASE INVESTIGATOR
40.00
84,930 28,403 0
436 SEVENTH AVE
PGH,PA152191841
JOSEPH MANDAK CASE INVESTIGATOR
40.00
79,936 25,900 0
436 SEVENTH AVE
PGH,PA152191841
CHRIS FOREMAN CASE INVESTIGATOR
40.00
59,610 22,123 0
436 SEVENTH AVE
PGH,PA152191841
JULIA PHRANER CASE INVESTIGATOR
40.00
64,214 10,736 0
436 SEVENTH AVE
PGH,PA152191841
Total number of other employees paid over $50,000...................right arrow 1
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 MONTHLY GRANTS AND DISABLEMENT BENEFITS TO HERO SURVIVORS AND TO HEROES WHO HAVE BEEN INJURED WHILE PERFORMING ACTS OF HEROISM. TOTAL 48 RECIPIENTS. 261,590
2 HEROIC RECOGNITION AWARDS, WHICH ARE GRANTS PAID TO THE YEAR'S AWARDEES OR THEIR SURVIVORS IN RECOGNITION OF OUTSTANDING ACTS OF HEROISM. FUNERAL BENEFITS PAID ON BEHALF OF HEROES WHO DIED PERFORMING HEROIC ACTS. TOTAL 74 RECIPIENTS. 409,395
3 EDUCATIONAL BENEFITS PAID TO HEROES AND TO THE SURVIVING DEPENDENTS OF HEROES. TOTAL 16 RECIPIENTS. 219,793
4 MEDALS & CERTIFICATES: BRONZE-MINTED MEDALS PRESENTED IN WOODEN CASES AND CERTIFICATES. 25,797
Part VIII-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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
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
1,518,415
b
Average of monthly cash balances.......................
1b
71,493
c
Fair market value of all other assets (see instructions)................
1c
54,878,786
d
Total (add lines 1a, b, and c).........................
1d
56,468,694
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
56,468,694
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
847,030
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
55,621,664
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,781,083
Part X
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 IX, line 6..................
1
 
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
Part XI
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
2,212,056
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
2,212,056
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7  
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only.......  
b Total for prior years:20, 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$  
a Applied to 2021, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions).....
 
c Treated as distributions out of corpus (Election
required—see instructions)........
 
d Applied to 2022 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2022.    
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
 
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......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
 
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) .......
 
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
 
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2022, enter the date of the ruling ...... right arrow
1985-10-24
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
0 254,509 428,859 122,513 805,881
b 85% (0.85) of line 2a ......... 0 216,333 364,530 104,136 684,999
c Qualifying distributions from Part XI,
line 4 for each year listed .....
2,212,056 2,227,777 2,054,768 2,046,135 8,540,736
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
0 0 0 0 0
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
2,212,056 2,227,777 2,054,768 2,046,135 8,540,736
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......         0
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
        0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
1,854,055 2,157,697 2,004,167 1,688,654 7,704,573
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) ....
        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
        0
(3) Largest amount of support
from an exempt organization
        0
(4) Gross investment income         0
Part XIV
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).)
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
JEFFREY A DOOLEY INVESTIGATIONS MAN
436 SEVENTH AVENUE SUITE 1101
PITTSBURGH,PA15219
(412) 281-1302
bThe form in which applications should be submitted and information and materials they should include:
A LETTER PROVIDING DATE, TIME AND PLACE OF HEROIC ACTION, AND ADDRESS OF HERO AND WITNESS.
cAny submission deadlines:
WITHIN TWO YEARS OF THE DATE OF THE HEROIC ACT
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE COMMISSION STRIVES TO BE FAIR AND CONSISTENT IN THE ASSESSMENT OF EACH CASE, JUDGING IT ON ITS OWN MERITS AGAINST CERTAIN CRITERIA. THE COMMISSION DOES NOT DISCRIMINATE ON THE BASIS OF RACE, SEX, CREED, OR NATIONAL ORIGIN. THERE MUST BE CONCLUSIVE EVIDENCE TO SUPPORT THE THREAT TO THE VICTIM'S LIFE, THE RESCUER'S DEGREE OF RESPONSIBILITY, AND THE ACT'S OCCURRENCE. THE ACT MUST BE PERFORMED IN ONE OF THE 50 AMERICAN STATES, THE DISTRICT OF COLUMBIA, OR 12 CANADIAN PROVINCES AND TERRITORIES OR THE WATERS THEREOF (12 NAUTICAL MILES). THE ACT MUST BE BROUGHT TO THE ATTENTION OF THE COMMISSION WITHIN TWO YEARS OF THE DATE OF ITS OCCURRENCE. MEMBERS OF THE MILITARY ARE INELIGIBLE. "MILITARY" INCLUDES COAST GUARD AND MEMBERS OF THE NATIONAL GUARD AND RESERVES WHO HAVE BEEN ACTIVATED FOR TRAINING OR OTHERWISE, ARE ON ANNUAL TRAINING OR OTHERWISE ARE IN UNIFORM UNDER MILITARY CONTROL.
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
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
AMBER BAKER


PO BOX 276 501 EAST 4TH AVENUE 216
BOULDER,MT59632
NONE I EDUCATIONAL BENEFITS 1,802
REBECKA BLACKBURN


6 MIDDLETON CLOSE
LEDUC,ALBERTAT9E 0E3
CA
NONE I EDUCATIONAL BENEFITS 7,000
BLAKE BRINDLEY


1235 SALEM ROAD
CONWAY,AR72034
NONE I EDUCATIONAL BENEFITS 7,115
SHEILONDA S BROOKS


1445 LAKESIDE ESTATES DRIVE APT
2808
HOUSTON,TX77042
NONE I EDUCATIONAL BENEFITS 6,364
JENNA FANELLI


1 CEDAR STREET APT
BRONXVILLE,NY10708
NONE I EDUCATIONAL BENEFITS 13,000
JADA M GOMILLIA


10924 INDIGO COURT
N FORT MYERS,FL339038010
NONE I EDUCATIONAL BENEFITS 34,000
HENRY F GRANT


PO BOX 245 4 BUTTON BALL LANE
SOUTH EGREMONT,MA01258
NONE I EDUCATIONAL BENEFITS 31,000
BRANDON HOBBS


2050 N 61ST AVENUE
HOLLYWOOD,FL33024
NONE I EDUCATIONAL BENEFITS 18,000
NATALIE KILLINGBECK


1288 N MILFORD ROAD
MILFORD,MI48381
NONE I EDUCATIONAL BENEFITS 15,000
JAMEY RUTH KLASSEN


21 SUGARBUSH PLACE
GUELPH,ONTARION1H 7Z1
CA
NONE I EDUCATIONAL BENEFITS 5,856
CONNOR WILLIAM QUICK


1847 HALFMOON CIRCLE
LOVELAND,CO805388791
NONE I EDUCATIONAL BENEFITS 23,650
HANNAH RADKE


4616 LEDGEWOOD DRIVE
MEDINA,OH44256
NONE I EDUCATIONAL BENEFITS 6,855
MICHAEL SANCHEZ JR


350 KEMPER DRIVE
NEWARK,DE19720
NONE I EDUCATIONAL BENEFITS 11,151
ASHLYN LAINE STRICKLAND


1014 WAGSTAFF LANE
SCOTTSBURG,VA24589
NONE I EDUCATIONAL BENEFITS 6,700
ASHLEY WAHLER


3711 THRUSTON DERMONT ROAD
OWENSBORO,KY42303
NONE I EDUCATIONAL BENEFITS 7,000
MATTHEW R WARD


4073 WEST 38TH STREET
ERIE,PA16506
NONE I EDUCATIONAL BENEFITS 25,300
ROY J BARTLETT


824 S MICHIGAN AVENUE
WELLSTON,OH456922130
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 2,925
MARGARET L BEAM


39 PLUM STREET
GRIFFIN,GA302231830
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 6,825
DEBRA J BLARE


48 TITAN STREET
SHINNSTON,WV26431
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 5,200
LEORA BLUE-RINGSETH


3832 HURON STREET
SACRAMENTO,CA95838
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 7,150
ANASTASIYA M BONDARENKO


2601 BLUFF DRIVE
SHAKOPEE,MN553798910
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 6,500
MELANIE K BRINDLEY


1235 SALEM ROAD
CONWAY,AR72034
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 4,575
JULIE K CALLAGHAN


5-10082 WILLIAMS ROAD
CHILLIWACK,BRITISH COLUMBIAV2P 5H2
CA
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 3,900
ESMINDA CAMPUZANO


PO BOX 1004
WARM SPRINGS,OR97761
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 1,400
TERESA E CARPENTER


2233 DANA STREET
TOLEDO,OH436091629
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 6,500
SON NGOC CHAU NGOC ANH DOAN


1143 PIIKOI PLACE
HONOLULU,HI968224016
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 4,290
JUNG HWA CHOI


19418 37TH AVENUE 1
FLUSHING,NY113584003
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 6,500
DONNA CORTESE-MUNDAY


77 DES LOUVETEAUX
GATINEAU,QUEBEC CITYJ9J 0J4
CA
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 5,750
SONDRA K COWART


1906 WEST SHIELDS DRIVE
SHERMAN,TX75092
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 4,550
ADRIANA CRISANTOS


11111 DALLAS AVENUE
GARDEN GROVE,CA92840
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 6,500
ERICA DAVIS


212 CREEK HOLLOW DRIVE
HUTTO,TX78634
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 3,250
MARY N DIAZ


521 ROSEBRIAR COURT
GREENSBORO,NC274071307
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 6,500
DAWN GEDDIS


2050 N 61ST AVENUE
HOLLYWOOD,FL330244204
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 7,150
PIERRE JOSEPH GIBBONS


27 N ROSE STREET
BALTIMORE,MD21224
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 10,400
TERESA F GRAY


4173 BELLVILLE DRIVE BOX 4
LINCOLN,NE685211525
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 6,875
FLORIDALMA HALYARD


8026 FELIX AVENUE
BELLGARDENS,CA90201
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 9,550
BARBARA HANSEN


6643 WEST BOULEVARD
BOARDMAN,OH445123240
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 6,175
ROSEMARY K HEATH


50 TERRIANNE DRIVE
TAUNTON,MA027806829
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 5,200
FRANK L HUBBARD


PO BOX 53
GOLDSTON,NC27252
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 5,075
DEMERIUSE D JOHNSON


253 WOODLAWN AVENUE
BUFFALO,NY14208
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 2,817
DEMETRIUS T JOHNSON JR


253 WOODLAWN AVENUE
BUFFALO,NY14208
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 2,817
HEAVEN T JOHNSON


253 WOODLAWN AVENUE
BUFFALO,NY14208
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 2,816
FRANCES D KNAGGS


1524 LONG POND DRIVE
VALRICO,FL335944422
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 5,850
LILLIAN T LARUE


156 CARDINAL ROAD
MAYFIELD,KY420666771
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 6,500
AZELIA A LEFTRIDGE


5631 LANCASTER STREET APT 3
HARRISBURG,PA17111
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 6,500
DAISY MARTINEZ


341 E 56TH STREET
HIALEAH,FL330131231
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 6,175
DENNIS R MCGEE


122 HOUSLEY AVENUE
GREENEVILLE,TN377453425
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 7,475
BETTY E MERKEL


149 MOVILLA DRIVE
BERLIN,PA155309493
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 6,500
MORLAN O'BRYAN


6017 AMBASSADOR DRIVE
ORLANDO,FL328085401
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 7,800
AMBRIELLE KAYE PITZULO FOR BRADLEY


8942 TRACE COURT
WILMER,AL36587
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 6,500
PAMELA G PRITCHARD


608 48TH STREET APT 1
DES MOINES,IA503121932
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 5,200
MICHELLE RADKE


4616 LEDGEWOOD DRIVE
MEDINA,OH442566908
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 4,225
SUZANNE L RICE


1003 NW SHATTUCK WAY 210
GRESHAM,OR97030
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 4,225
APRIL B RIDDLE


309 EAST HIGHLINE DRIVE
DEER PARK,TX77536
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 7,800
JAN K RINGEISEN


4643 TRUMAN LANE
VIRGINIA BEACH,VA23455
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 6,175
LELAND SOY SAECHAO


7508 COTTONTREE WAY
SACRAMENTO,CA95828
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 1,350
VALERIE A SHAW


304 N KANSAS AVENUE
ELLSWORTH,KS67439
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 4,975
JOHN C STUBNER


2702 DISCOVERY DRIVE
PLAINFIELD,IL60586
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 2,600
VICTORIA THANOS


507 GLADE PLACE
VALPARAISO,IN46383
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 3,900
DEBORAH TROTTI


815 W ALABAMA STREET
FLORENCE,AL35630
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 4,550
BRENDA J WATTS


214 MAX STREET
PRICHARD,AL366103860
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 6,825
DELOIS B WILLIAMS


17C OYSTER BAY ROAD
ABESCON,NJ08201
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 4,550
STACY ZAELIT


158 NORTH 600 WEST 224
SALT LAKE CITY,UT841163728
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 6,825
MARYANN ZILKO


3401 LYNNWOOD DRIVE
WEST HOMESTEAD,PA151201338
NONE I GRANTS TO INDIGENT FAMILIES/DISABLED RESCUERS 3,900
ALEC DAVIAU


81 PINETREE ROAD
KIRKLAND LAKE,ONTARIOP2N 3M6
CA
NONE I HEROIC RECOGNITION AWARDS 5,500
ALLEN NOBLE CORSON JR


66 GOODWIN ROAD 2
CANTERBURY,CT06331
NONE I HEROIC RECOGNITION AWARDS 5,500
AMY M WATERMAN


134 PALMER ROAD
BRIMFIELD,MA010109709
NONE I HEROIC RECOGNITION AWARDS 5,500
ANDREW PARENT


366 EARL AVENUE
ONEIDA,NY134211916
NONE I HEROIC RECOGNITION AWARDS 5,500
ANGELA C CONSIGLIO


24 LANARK STREET
WORCESTER,MA016031335
NONE I HEROIC RECOGNITION AWARDS 5,500
ANTHONY HOGAN


1733 BASSETT HOUND DRIVE
HASLET,TX760522951
NONE I HEROIC RECOGNITION AWARDS 5,500
ANTHONY PETERKIN


4127 GRANDFORD ROAD
FAYETTEVILLE,NC283069540
NONE I HEROIC RECOGNITION AWARDS 5,500
ANTHONY STEPHEN CAPUANO


32 TRENTON STREET APT 3
JERSEY CITY,NJ073061491
NONE I HEROIC RECOGNITION AWARDS 5,500
ANTONIO RAUL RIVERA


729 AYERS STREET
BOLINGBROOK,IL604409045
NONE I HEROIC RECOGNITION AWARDS 5,500
APRIL B RIDDLE


309 EAST HIGHLINE DRIVE
DEER PARK,TX77536
NONE I HEROIC RECOGNITION AWARDS 2,577
APRIL DIGGS MILLER


3635 BAKER DRIVE
HOUMA,LA703633803
NONE I HEROIC RECOGNITION AWARDS 5,500
AUSTIN MICHAEL STAHLY


18383 ABBOT COURT
SOUTH BEND,IN466374305
NONE I HEROIC RECOGNITION AWARDS 5,500
AYLA THOMAS


10414 CHRISTINA COURT
LOUISVILLE,KY402235380
NONE I HEROIC RECOGNITION AWARDS 5,500
BILLY GENE THEUS


1379 BROADWAY STREET
DELHI,LA712327023
NONE I HEROIC RECOGNITION AWARDS 9,108
BILLY GENE THEUS


1379 BROADWAY STREET
DELHI,LA712327023
NONE I HEROIC RECOGNITION AWARDS 5,500
BRANDON BAIR


418 COTTONWOOD DRIVE
ST ANTHONY,ID834455608
NONE I HEROIC RECOGNITION AWARDS 5,500
BRANDON MELANCON


1243 SAINT ANGELA DRIVE
CHURCH POINT,LA705254305
NONE I HEROIC RECOGNITION AWARDS 5,500
CAMERON MEADE


2321 RIBOURDE DRIVE
SOUTH BEND,IN466283459
NONE I HEROIC RECOGNITION AWARDS 5,500
CHRISTOPHER BRYANT ABOYTE


14231 GAIN STREET
ARLETA,CA913315345
NONE I HEROIC RECOGNITION AWARDS 5,500
CHRISTOPHER LEE TAYLOR


615 EAST WATER STREET
GREENVILLE,OH453312136
NONE I HEROIC RECOGNITION AWARDS 5,500
COREY A PURINTON


5437 WEST MANNIS COURT
HOMOSASSA,FL344462476
NONE I HEROIC RECOGNITION AWARDS 5,500
DALLON ROBINETTE


7711 OCONNOR DRIVE APT 802
ROUND ROCK,TX786815550
NONE I HEROIC RECOGNITION AWARDS 5,500
DAMIEN CASTRO


1777 MITCHELL AVENUE 107
TUSTIN,CA927806371
NONE I HEROIC RECOGNITION AWARDS 5,500
DANIEL L COOK


5708 CARL STREET
ALEXANDRIA,LA713012808
NONE I HEROIC RECOGNITION AWARDS 5,500
DARLENE CABALLERO


5625 EAST BALCH AVENUE APT 124
FRESNO,CA937274603
NONE I HEROIC RECOGNITION AWARDS 5,500
DARNELL J WILSON


153 SPRUCE AVENUE
ROCHESTER,NY14611
NONE I HEROIC RECOGNITION AWARDS 5,500
DAVID KIHLSTRAND


22 LAKE POINT DRIVE
MULBERRY,FL338608557
NONE I HEROIC RECOGNITION AWARDS 2,750
DUSTIN WAYNE ROACH


104 FIG AVENUE
ASHDOWN,AR718228460
NONE I HEROIC RECOGNITION AWARDS 5,500
EVAN DANIEL TOWNSLEY


344 S ORANGE DRIVE
LOS ANGELES,CA900363009
NONE I HEROIC RECOGNITION AWARDS 5,500
FRANK P AXIOTES


566 SOUTH 182ND STREET
ELKHORN,NE680225747
NONE I HEROIC RECOGNITION AWARDS 5,500
JACOB M SMITH


4305 83RD PLACE NORTHWEST
TULALIP,WA982719621
NONE I HEROIC RECOGNITION AWARDS 5,500
JADEN DESHAWN PETERKIN


4127 GRANDFORD ROAD
FAYETTEVILLE,NC283069540
NONE I HEROIC RECOGNITION AWARDS 5,500
JAKE VAGELI WATSON


6119 E JUNIPER AVENUE
SCOTTSDALE,AZ852541321
NONE I HEROIC RECOGNITION AWARDS 5,500
JAMESON LOBB


85 SOUTH STREET APT 4N
NEW YORK,NY100384942
NONE I HEROIC RECOGNITION AWARDS 5,500
JAMEY RUTH KLASSEN


21 SUGARBUSH PLACE
GUELPH,ONTARION1H 7Z1
CA
NONE I HEROIC RECOGNITION AWARDS 146
JASON HADFIELD


4143 MARSH ROAD
KINGSLEY,MI496498315
NONE I HEROIC RECOGNITION AWARDS 5,500
JASON J HAHN


20064 MALLARD AVENUE
MASON CITY,IA504019264
NONE I HEROIC RECOGNITION AWARDS 5,500
JASON R MILKS


35748 ART JOHNSON LANE
ASTORIA,OR971038102
NONE I HEROIC RECOGNITION AWARDS 5,500
JENNIFER FAMILIA


1008 CATORI ROAD
OAKLAND,FL34787
NONE I HEROIC RECOGNITION AWARDS 5,500
JOAN O'SULLIVAN


328 WESTFIELD DRIVE
NASHVILLE,TN372111408
NONE I HEROIC RECOGNITION AWARDS 2,750
JONATHAN BAUER


1447 OCEAN PARKWAY
BERLIN,MD218111634
NONE I HEROIC RECOGNITION AWARDS 5,500
JOSEF GLUCK


8 WALTER DRIVE
MONSEY,NY109523219
NONE I HEROIC RECOGNITION AWARDS 5,500
JUSTIN LELAND PERRY


10674 WILDWOOD ROAD
INTERLOCHEN,MI496439707
NONE I HEROIC RECOGNITION AWARDS 5,500
KATELYNN SAENGDALA


223 BLACKWELL DRIVE
KITCHENER,ONTARION2N 2S5
CA
NONE I HEROIC RECOGNITION AWARDS 5,500
KENNETH BRIAN MCCARTER


3070 NESSMITH ROAD
STATESBORO,GA304586479
NONE I HEROIC RECOGNITION AWARDS 5,500
KENNETH S ANDREEN


3436 MCCLURE AVENUE
PITTSBURGH,PA152122142
NONE I HEROIC RECOGNITION AWARDS 5,500
KRISTI GROS GRAVOIS


2136 WEST MAIN STREET
GRAY,LA703593700
NONE I HEROIC RECOGNITION AWARDS 10,115
KRISTI GROS GRAVOIS


2136 WEST MAIN STREET
GRAY,LA703593700
NONE I HEROIC RECOGNITION AWARDS 5,500
KYSIA D LEWIS


2331 EDEN TERRACE APT 101
ROCK HILL,SC297303772
NONE I HEROIC RECOGNITION AWARDS 5,500
LEIGH ANNE MCGRADY


5723 TROWBRIDGE DRIVE
DUNWOODY,GA303382944
NONE I HEROIC RECOGNITION AWARDS 5,500
LEWIS A MEDINA


39W830 PRAIRIE STREET
AURORA,IL605069276
NONE I HEROIC RECOGNITION AWARDS 5,500
MAGDALINI CHORMOVA


1140 BETHEL ROAD
CHARLOTTE,NC282086208
NONE I HEROIC RECOGNITION AWARDS 5,500
MARENA L KOUBA


752 WASHINGTON MEMORIAL DRIVE
ST CLOUD,MN563014017
NONE I HEROIC RECOGNITION AWARDS 5,500
MARGARITA ORTIZ


12470 MEADOW GREEN LANE
JUSTIN,TX762478540
NONE I HEROIC RECOGNITION AWARDS 5,500
MAURA ROSENGREN


2458 HUNT LANE
BATAVIA,IL605109552
NONE I HEROIC RECOGNITION AWARDS 5,500
MICHAEL BYERS


400 MENDOTA AVENUE
LEXINGTON,NC272925006
NONE I HEROIC RECOGNITION AWARDS 5,500
NEIL ANDREW GARRETT


8617 RUMSON DRIVE
SANTEE,CA927012345
NONE I HEROIC RECOGNITION AWARDS 5,500
NICOLE EUFERS


720 SIXTH STREET
HUDSON,SD570342101
NONE I HEROIC RECOGNITION AWARDS 13,449
NICOLE EUFERS


720 SIXTH STREET
HUDSON,SD570342101
NONE I HEROIC RECOGNITION AWARDS 5,500
PATRICK J DRISCOLL


10038 PEBBLESTONE DRIVE
CENTERVILLE,OH454589174
NONE I HEROIC RECOGNITION AWARDS 5,500
RANDY WILKINSON JR


204 OYSTER BEND LANE
LAKE JACKSON,TX775663108
NONE I HEROIC RECOGNITION AWARDS 5,500
RAPHAEL JAFRI


85 SOUTH STREET APT 4N
NEW YORK,NY100384942
NONE I HEROIC RECOGNITION AWARDS 5,500
ROBERT MICHAEL SHEROCK


21938 LYNETTE LANE
SANTA CLARITA,CA913503911
NONE I HEROIC RECOGNITION AWARDS 5,500
ROGER COMBS


4153 HIGHBRIDGE ROAD
ONEIDA,NY134213810
NONE I HEROIC RECOGNITION AWARDS 5,500
ROSS C JOHNSON


834 WATERMAN ROAD SOUTH
JACKSONVILLE,FL322075245
NONE I HEROIC RECOGNITION AWARDS 5,500
SCOTT MORIN


1 LADYBANK ROAD
WORCESTER,MA016061001
NONE I HEROIC RECOGNITION AWARDS 5,500
SEAN P CONABOY


683 41ST STREET APT 24
BROOKLYN,NY112323163
NONE I HEROIC RECOGNITION AWARDS 5,500
SHANE MORRISON


10531 OAKMONT WAY
CONCORD TOWNSHIP,OH440778504
NONE I HEROIC RECOGNITION AWARDS 5,500
STEVEN BARNETT


11 MEADOWBROOK ROAD
WORCESTER,MA016091225
NONE I HEROIC RECOGNITION AWARDS 5,500
SUZANNE FORTIN


330 RR2
WOTTON,QUEBEC CITYJ0A 1N0
CA
NONE I HEROIC RECOGNITION AWARDS 5,500
TJONIQUE GRAY


3810 EL PRADO BOULEVARD W
TAMPA,FL336298613
NONE I HEROIC RECOGNITION AWARDS 5,500
WILLIAM WERTS JR


3 WEST BALBACH AVENUE
NEW CASTLE,DE197204028
NONE I HEROIC RECOGNITION AWARDS 5,500
WYATT TUCKER SHIELDS


2914 ROCKINGHAM DRIVE NW
ATLANTA,GA303271231
NONE I HEROIC RECOGNITION AWARDS 5,500
ZACHARY JOHNSON HAUGEN


4301 E SAHUARO DRIVE
PHOENIX,AZ850263524
NONE I HEROIC RECOGNITION AWARDS 5,500
MEDALS AND CERTIFICATES AWARDED FOR


KOPPERS BLDG436 SEVENTH AVE NO 1101
PITTSBURGH,PA15219
NONE I MEDALS AND CERTIFICATES 25,797
Total .................................right arrow 3a 916,575
bApproved for future payment
MIKALA VISH

10056 ROSEMARIE RUN
BRIGHTON,MI481147657
NONE I HEROIC RECOGNITION AWARDS 5,500
CODY HARTMAN

PO BOX 111
ADVANCE,IN46102
NONE I HEROIC RECOGNITION AWARDS 5,500
SARAH PERRY

838 NW 130 TERRACE
SUNRISE,FL333251347
NONE I HEROIC RECOGNITION AWARDS 5,500
RALPH LEO JOYCE

232 MAIN STREET BOX 116
LARK HARBOUR,NEWFOUNDLAND ANDA0L 1H0
CA
NONE I HEROIC RECOGNITION AWARDS 5,500
CHRISTOPHER B ARIAS

4870 CARRINGTON DRIVE
OAKLEY,CA945614137
NONE I HEROIC RECOGNITION AWARDS 5,500
PAUL W BANDY

1871 DYSART WAY
FOLSOM,CA956306105
NONE I HEROIC RECOGNITION AWARDS 5,500
AIMEE JOHNS

1871 DYSART WAY
FOLSOM,CA956306105
NONE I HEROIC RECOGNITION AWARDS 5,500
HEATH BRADDOCK

365 PARADISE ROAD
SALINAS,CA939078730
NONE I HEROIC RECOGNITION AWARDS 5,500
JOSEPH DIENER

4402 SHORAM COURT
COLUMBIA,MO652036416
NONE I HEROIC RECOGNITION AWARDS 5,500
DOMINIC VIET

4808 CENTER BROOK COURT
COLUMBIA,MO652039196
NONE I HEROIC RECOGNITION AWARDS 5,500
LISA MARIA FOX

9384 COTTONWOOD ROAD
CHEMAINUS,BRITISH COLUMBIAV0R 1K5
CA
NONE I HEROIC RECOGNITION AWARDS 5,500
CHAD AMMERMAN

751 RAILROAD DRIVE
LITTLE EGG HARBOR TOWN,NJ080873623
NONE I HEROIC RECOGNITION AWARDS 5,500
ANTHONY PERRY

7250 SOUTH KING DRIVE APT 1
CHICAGO,IL606191726
NONE I HEROIC RECOGNITION AWARDS 5,500
ROBERT Z FORTNER

357 POWERS BOULEVARD
WAVERLY,TN371851342
NONE I HEROIC RECOGNITION AWARDS 5,500
MARK ANTHONY GONZALES

270 ROSEBUD LANE
SAN ANTONIO,TX782211221
NONE I HEROIC RECOGNITION AWARDS 5,500
DARBY BICKING

855 WEST KINGS HIGHWAY
COATESVILLE,PA193201714
NONE I HEROIC RECOGNITION AWARDS 5,500
Total ................................. right arrow 3b 88,000
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-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
aMISCELLANEOUS INCOME         733
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 ....     14 282,983  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14    
8 Gain or (loss) from sales of assets other than
inventory ............
900003 7,891 18 2,471,441  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER LOSS FROM INVESTMENT
      -117,947  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 7,891 2,636,477 733
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,645,101
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1 ESTABLISHED APRIL 15, 1904, BY ANDREW CARNEGIE, THE CARNEGIE HERO FUND COMMISSION, HEADQUARTERED IN PITTSBURGH, PA, INVESTIGATES HEROIC ACTS IN CANADA AND THE UNITED STATES. THE HALLMARK OF ITS INVESTIGATIVE PROCESS HAS ALWAYS BEEN THE "SCIENTIFIC" DOCUMENTATION OF A HEROIC ACT BEFORE MAKING AN AWARD. RECOGNITION, IN ALL ACTS CONSIDERED WORTHY BY THE COMMISSION, CONSISTS OF A MEDAL AND MONETARY AWARD OF $5,500. IN THE CENTURY SINCE ITS CREATION, THE COMMISSION IN PITTSBURGH HAS AWARDED OVER 10,000 MEDALS AND OVER $41 MILLION IN ACCOMPANYING GRANTS, INCLUDING SCHOLARSHIP AID AND FINANCIAL ASSISTANCE TO HEROES.
Form 990-PF (2022)
Form 990-PF (2022)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
CARNEGIE HERO FUND COMMISSION
EIN:
25-1062730
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 32,930 7,702 7,702 25,228

TY 2022 InvestmentsCorpStockSchedule
Name:
CARNEGIE HERO FUND COMMISSION
EIN:
25-1062730
Name of Stock End of Year Book Value End of Year Fair Market Value
FIDELITY INVESTMENT 2,095,345 2,095,345
FIDELITY INVESTMENT - CCNY 26,596 26,596

TY 2022 InvestmentsOtherSchedule2
Name:
CARNEGIE HERO FUND COMMISSION
EIN:
25-1062730
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
TIFF KEYSTONE FUND, LP FMV 50,357,507 50,357,507
TIFF CENTERSTONE FUND, LP FMV 4,521,279 4,521,279

TY 2022 LegalFeesSchedule
Name:
CARNEGIE HERO FUND COMMISSION
EIN:
25-1062730
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL/ACTUARY 15,355 921 921 14,434


TY 2022 OtherDecreasesSchedule
Name:
CARNEGIE HERO FUND COMMISSION
EIN:
25-1062730
Description Amount
UNREALIZED LOSS ON INVESTMENTS 9,521,280


TY 2022 OtherExpensesSchedule
Name:
CARNEGIE HERO FUND COMMISSION
EIN:
25-1062730
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEES 14,566 146 146 14,420
UNFUNDED RETIREMENT BENEFITS 14,895 0 0 14,895
CASE REPORTS/NEWSPAPER INFORMATION 9,834 0 0 9,834
POSTAGE 16,618 166 166 16,452
INSURANCE 23,282 0 0 23,282
SUPPLIES 7,956 0 0 7,956
OUTREACH PROJECTS 24,841 0 0 24,841
MISCELLANEOUS 2,690 0 0 2,690
PORTFOLIO DEDUCTIONS FROM PARTNERSHIPS 0 793,665 793,665 0
STORAGE 980 0 0 980
GRANT EXPENSES 30,050 0 0 30,050
MEDAL PRESENTATIONS 6,917 0 0 6,917
IT HARDWARE/SOFTWARE 8,670 0 0 8,670


TY 2022 OtherIncomeSchedule2
Name:
CARNEGIE HERO FUND COMMISSION
EIN:
25-1062730
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME FROM PARTNERSHIPS 0 8,955 0
FOREIGN CURRENCY GAIN(LOSS) FROM PARTNERSHIPS 0 -17,722 0
OTHER INCOME FROM PARTNERSHIPS 0 -112,280 0
MISCELLANEOUS INCOME 733 733 733
OTHER LOSS FROM INVESTMENT -117,947   -117,947


TY 2022 OtherProfessionalFeesSchedule
Name:
CARNEGIE HERO FUND COMMISSION
EIN:
25-1062730
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OUTSIDE SERVICES 9,636 0 0 9,636


TY 2022 TaxesSchedule
Name:
CARNEGIE HERO FUND COMMISSION
EIN:
25-1062730
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 57,402 1,313 1,313 56,089
FOREIGN TAXES PAID/ACCRUED 0 19,039 19,039 0