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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
STAUNTON FARM FOUNDATION
540-054 DBA STAUNTON FARM FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)401 LIBERTY AVENUE 2325
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15222
A Employer identification number

25-0965573
B Telephone number (see instructions)

(412) 281-8020
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$65,350,551J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...   865,412  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,600,000
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 357,202
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
List of Attached Documents:
// Content
83 1,831,752  
12 Total. Add lines 1 through 11........ 3,600,083 3,054,366  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 157,362 4,720   152,642
14 Other employee salaries and wages...... 83,504 301   83,203
15 Pension plans, employee benefits....... 40,094 834   39,260
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,116 0   2,116
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
57,510 27,081   30,429
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,500 0   1,500
17 Interest...............   87,387    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
60,200 46,700   17,759
19 Depreciation (attach schedule) and depletion...   15,296  
20 Occupancy.............. 29,757 619   29,138
21 Travel, conferences, and meetings....... 35,210 0   35,210
22 Printing and publications.......... 1,732 0   1,732
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
81,389 871,974   81,163
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 550,374 1,054,912   474,152
25 Contributions, gifts, grants paid....... 3,001,603 3,001,603
26 Total expenses and disbursements. Add lines 24 and 25 3,551,977 1,054,912   3,475,755
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 48,106
b Net investment income (if negative, enter -0-) 1,999,454
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 642,588 690,694 690,694
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).......      
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).......... 60,593,769 Click to see attachment
List of Attached Documents:
// Content
64,659,857 		64,659,857
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) 61,236,357 65,350,551 65,350,551
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........... 61,236,357 65,350,551
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)..... 61,236,357 65,350,551
30 Total liabilities and net assets/fund balances (see instructions). 61,236,357 65,350,551
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
61,236,357
2
Enter amount from Part I, line 27a .....................
2
48,106
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,066,088
4
Add lines 1, 2, and 3 ..........................
4
65,350,551
5
Decreases not included in line 2 (itemize) right arrow
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
65,350,551
Form 990-PF (2023)
Form 990-PF (2023)
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
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a       -84,123
b       441,325
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -84,123
b       441,325
c
d
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 2 357,202
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
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:   (attach copy of letter if necessary–see instructions) 1 27,792
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 0
3 Add lines 1 and 2........................... 3 27,792
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 27,792
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 51,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 13,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 64,000
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 36,208
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow10,000 Refundedright arrow 11 26,208
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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.STAUNTONFARM.ORG
14
The books are in care ofright arrowSUSAN LUBIC Telephone no.right arrow (412) 281-8020

Located atright arrow3 GATEWAY CENTER 401 LIBERTY AVESUITE 2325PITTSBURGHPA ZIP+4right arrow15222
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
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
SUSAN WEAVER PRESIDENT
1.00 		0 0 0
401 LIBERTY AVENUE SUITE 2325
PITTSBURGH,PA15222
PAUL GRIFFITHS VICE PRESIDENT
1.00 		0 0 0
401 LIBERTY AVENUE SUITE 2325
PITTSBURGH,PA15222
BURCH CRAIG TREASURER
1.00 		0 0 0
401 LIBERTY AVENUE SUITE 2325
PITTSBURGH,PA15222
PAM GOLDEN SECRETARY
1.00 		0 0 0
401 LIBERTY AVENUE SUITE 2325
PITTSBURGH,PA15222
SPENCER KNIGHT DIRECTOR
1.00 		0 0 0
401 LIBERTY AVENUE SUITE 2325
PITTSBURGH,PA15222
ASHLEE CARTER DIRECTOR
1.00 		0 0 0
401 LIBERTY AVENUE SUITE 2325
PITTSBURGH,PA15222
ERIC HULSEY PHD MA DIRECTOR
1.00 		0 0 0
401 LIBERTY AVENUE SUITE 2325
PITTSBURGH,PA15222
ERIK LUNDBACK DIRECTOR
1.00 		0 0 0
401 LIBERTY AVENUE SUITE 2325
PITTSBURGH,PA15222
RILEY WEAVER DIRECTOR
1.00 		0 0 0
401 LIBERTY AVENUE SUITE 2325
PITTSBURGH,PA15222
KATHLEEN C KNIGHT HONORARY DIRECTOR
1.00 		0 0 0
401 LIBERTY AVENUE SUITE 2325
PITTSBURGH,PA15222
JONI SCHWAGER EXECUTIVE DIRECTOR
40.00 		157,362 19,605 1,020
401 LIBERTY AVENUE SUITE 2325
PITTSBURGH,PA15222
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
BETHANY HEMINGWAY SENIOR PROGRAM OFFIC
40.00 		83,504 17,153 0
401 LIBERTY AVENUE SUITE 2325
PITTSBURGH,PA15222
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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  
2  
3  
4  
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 (2023)
Form 990-PF (2023)
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
0
b
Average of monthly cash balances.......................
1b
519,045
c
Fair market value of all other assets (see instructions)................
1c
64,659,857
d
Total (add lines 1a, b, and c).........................
1d
65,178,902
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
65,178,902
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
977,684
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
64,201,218
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,210,061
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
3,210,061
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
27,792
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
27,792
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,182,269
4
Recoveries of amounts treated as qualifying distributions................
4
91
5
Add lines 3 and 4............................
5
3,182,360
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 XII, line 1 ...
7
3,182,360
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
3,475,755
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
3,475,755
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 3,182,360
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 888,564
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,475,755
a Applied to 2022, but not more than line 2a 888,564
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 2023 distributable amount..... 2,587,191
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		595,169
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 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:
JONI S SCHWAGER EXECUTIVE DIRECTOR
401 LIBERTY AVENUE SUITE 2325
PITTSBURGH,PA15222
(412) 281-8020
bThe form in which applications should be submitted and information and materials they should include:
PROVIDED UPON INITIAL REQUEST
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE LIMITED TO NON-PROFIT ORGANIZATIONS PROVIDING MENTAL HEALTH TREATMENT, CARE, AND SUPPORT.
Form 990-PF (2023)
Form 990-PF (2023)
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

25 CARRICK AVE PROJECT

112 ST JOSEPH STREET
PITTSBURGH,PA15210 		  PC HILLTOP SANCTUARY 15,000

ALLIES FOR CHILDREN

10 CHILDRENS WAY
PITTSBURGH,PA15212 		  PC LAUNCHING THE INITIATIVE TO BRIDGE THE GAP FOR STUDENTS MENTAL HEALTH NEEDS 25,000

ALTERNATIVE NEWS FOUNDATION PITTSBURGH INSTITUTE FOR NONPROFIT JOURNALISM

253 TENNESSEE AVE NE
WASHINGTON,PA20002 		  PC PITTSBURGH INSTITUTE FOR NONPROFIT JOURNALISM JUVENILE JUSTICE PROJECT 8,500

AMACHI PITTSBURGH

1830 FORBES AVE 2ND FLOOR
PITTSBURGH,PA15219 		  PC AMACHI PITTSBURGH, SANCTUARY INSTITUTE 25,000

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

1597 WASHINGTON PIKE
BRIDGEVILLE,PA15017 		  PC SUICIDE LOSS SURVIVOR PROGRAMMING SCALING INITIATIVE 25,000

ANSAR

140 E MAIN STREET
CARNEGIE,PA15106 		  PC ANSAR OF PITTSBURGH, BUSINESS DEVELOPMENT AND CAPACITY BUILDING 25,000

ARC HUMAN SERVICES INC

111 WEST PIKE STREET
CANONSBURG,PA15317 		  PC AHS WEEKLY WELLNESS WEDNESDAY EXPANSION 20,000

ASSEMBLE

4824 PENN AVE
PITTSBURGH,PA15224 		  PC ASSEMBLE PROFESSIONAL DEVELOPMENT 20,000

AWAKEN PITTSBURGH

5738 FORBES AVENUE
PITTSBURGH,PA15217 		  PC FOSTERING HEALING IN TRAUMA IMPACTED COMMUNITIES 5,000

AWAKEN PITTSBURGH

5738 FORBES AVENUE
PITTSBURGH,PA15217 		  PC FIRST RESPONDER TRAINING ANND 2024 ED WELLNESS ACTIVITY 1,000

AWAKEN PITTSBURGH

5738 FORBES AVENUE
PITTSBURGH,PA15217 		  PC MENTAL HEALTH & WELLBEING FOR UNDERSERVED STUDENTS 115,455

AYUDATE

10011 VALLEYVIEW CT
WEXFORD,PA15090 		  PC AYUDATE INCORPORATED 10,000

BENDER LEADERSHIP ACADEMY

1005 BEAVER GRADE ROAD
MOON TOWNSHIP,PA15108 		  PC STRATEGIC PLANNING 20,000

BEVERLY'S BIRTHDAYS

9799 LAUREL AVE
NORTH HUNTINGDON,PA15642 		  PC PRODUCT WITH A PURPOSE - CONNECTING FAMILIES TO MENTAL HEALTH RESOURCES THROUGH THE FORMULA BANK 10,000

BHUTANESE COMMUNITY ASSOCIATION OF PITTSBURGH

3000 BROWNSVILLE RD
PITTSBURGH,PA15227 		  PC MENTAL & BEHAVIORAL HEALTH OUTREACH IN THE BHUTANESE COMMUNITY 50,000

BROOKLINE TEEN OUTREACH

520 BROOKLINE BLVD
PITTSBURGH,PA15226 		  PC EMPOWER TEENS' MH SUMMIT 2023 200

CENTER OF LIFE

161 HAZELWOOD AVENUE
PITTSBURGH,PA15207 		  PC SUPPORTING CENTER OF LIFES MENTAL WELLNESS PROGRAMMING AND ART AS HEALING SHOWCASE 50,000

COMMUNITIES IN SCHOOLS OF PITTSBURGH-ALLEGHENY COUNTY

3856 SOUTH WATER STREET
PITTSBURGH,PA15203 		  PC BEING THERE YOUTH MENTORING PROGRAM 74,594

COMMUNITY HUMAN SERVICES

2525 LIBERTY AVE
PITTSBURGH,PA15222 		  PC WOOD STREET COMMONS (WSC) COMMUNITY & SOCIAL CENTER AND STAFFING EXPANSION 100,000

CRAWFORD COUNTY MENTAL HEALTH AWARENESS PROGRAM WESTERN REGION COMMUNITY SU

944 LIBERTY STREET
MEADVILLE,PA16335 		  PC KEY TO WELLNESS CONFERENCE 5,000

DMAX FOUNDATION

PO BOX 274
BRYN MAWR,PA19010 		  PC EMPOWERING STUDENTS IN COLLEGES IN ALLEGHENY COUNTY 47,160

DRAGON'S DEN

1008 AMITY ST
HOMESTEAD,PA15120 		  PC SOCIAL EMOTIONAL LEARNING AND MENTAL HEALTH INITIATIVES 100,000

DUQUESNE UNIVERSITY - SCHOOL OF NURSING

600 FORBES AVENUE
PITTSBURGH,PA15282 		  PC 14TH ANNUAL MCGINLEY-RICE SYMPOSIUM - EXPLORING SOCIAL JUSTICE FOR VULNERABLE POPULTATIONS: THE FACE OF THE PERSON WHO IS INCARCERATED 500

EAST END UNITED COMMUNITY CENTER

150 COOLSPRING STREET
UNIONTOWN,PA15401 		  PC HELPING VETS 25,000

EAST END UNITED COMMUNITY CENTER

150 COOLSPRING STREET
UNIONTOWN,PA15401 		  PC 2023 GOLF SCRAMBLE - SILVER; BREAKFAST SPONSOR 500

EDUCATION LAW CENTER-PA

1800 JFK BLVD
PHILADELPHIA,PA19103 		  PC MENTAL HEALTH SUPPORTS FOR WELCOMING SCHOOL ENVIRONMENTS 20,000

ELLEN O'BRIEN GAISER ADDICTION CENTER

165 OLD PLANK ROAD
BUTLER,PA16003 		  PC EMR UPGRADE 24,370

FILM PITTSBURGH

1789 S BRADDOCK AVENUE
PITTSBURGH,PA15218 		  PC REELABILITIES FILM ON BH 2,500

FILM PITTSBURGH

1789 S BRADDOCK AVENUE
PITTSBURGH,PA15218 		  PC REELABILITIES 1,000

FINE ART MIRACLES INC

3307 SHADY AVENUE EXT
PITTSBURGH,PA15217 		  PC BABYBOT DEVELOPMENT MOVING FORWARD 25,000

FOCUS ON RENEWAL

420 CHARTIERS AVE
MCKEES ROCKS,PA15136 		  PC MY PATH, MY JOURNEY 48,000

FOCUS ON RENEWAL

420 CHARTIERS AVE
MCKEES ROCKS,PA15136 		  PC FOR: DATA ANALYSIS AND EVALUATION PLATFORM 25,000

FOOTBRIDGE FOR FAMILIES

322 MALL BLVD PMB 259
MONROEVILLE,PA15146 		  PC NEXT GENERATION IT PLATFORM FOR FOOTBRIDGE 20,000

GARFIELD COMMUNITY FARMS

801 N NEGLEY AVE
PITTSBURGH,PA15206 		  PC ADVANCING MENTAL HEALTH AWARENESS & EDUCATION 15,000

GIRL SCOUTS WESTERN PENNSYLVANIA

503 MARTINDALE STREET SUITE 500
PITTSBURGH,PA15212 		  PC MENTAL WELLNESS TRAINING INITIATIVE 15,000

GREATER PITTSBURGH ARTS COUNCIL

810 PENN AVENUE
PITTSBURGH,PA15222 		  PC ARTIST TALK, THERAPEAUTIC SPACES 64,700

GWEN'S GIRLS

711 WEST COMMONS
PITTSBURGH,PA15212 		  PC BLACK GIRLS EQUITY ALLIANCE 700

HOSANNA HOUSE INC

807 WALLACE AVE
WILKINSBURG,PA15221 		  PC BEHAVIORAL HEALTH COACH 75,000

HUMAN SERVICES CENTER

130 WEST NORTH STREET
NEW CASTLE,PA16101 		  PC HSC MARKETING CAMPAIGN 25,000

JEWISH FAMILY & COMMUNITY SERVICES

5743 BARTLETT STREET
PITTSBURGH,PA15217 		  PC UPSTREET 700

LIFE'SWORK OF WESTERN PA

2403 SIDNEY STREET
PITTSBURGH,PA15203 		  PC EMPLOYMENT SUPPORT SERVICES FOR INDIVIDUALS IN RECOVERY FROM SUBSTANCE USE DISORDERS 85,000

LIGHT OF LIFE RESCUE MISSION

913 WESTERN AVENUE
PITTSBURGH,PA15233 		  PC ASAM CRITERIA AND LEVEL OF CARE ASSESSMENT TRAINING 5,000

LOST DREAMS AWAKENING

408 8TH STREET
NEW KENSINGTON,PA15068 		  PC BIPOC RECOVERY SUMMIT 1,500

MAYA ORGANIZATION

7451 WASHINGTON BLVD
SWISSVALE,PA15218 		  PC RESOURCE DEVELOPMENT DIRECTOR 20,000

MELTING POT MINISTRIES

5811 CURRY RD
PITTSBURGH,PA15236 		  PC OUT OF SCHOOL TIME (OST) 25,000

MENTAL HEALTH AMERICA

409 COULTER AVENUE
GREENSBURG,PA15601 		  PC SPONSORSHIP FOR INNOVATIONS 2023 750

MENTAL HEALTH AMERICA

409 COULTER AVENUE
GREENSBURG,PA15601 		  PC STRATEGIC BRAND FRAMEWORK AND COMMUNICATIONS PLAN 25,000

MENTAL HEALTH ASSOCIATION OF WASHINGTON COUNTY

71 N MAIN STREET
WASHINGTON,PA15301 		  PC 2023 COVERED BRIDGE FUNDRAISER 75

MONROEVILLE PUBLIC LIBRARY FUND

4000 GATEWAY CAMPUS BLVD
MONROEVILLE,PA15146 		  PC MENTAL HEALTH & WELLNESS PROGRAMMING 12,000

MULTIPLYING GOOD

1423 N SAINT CLAIR STREET
PITTSBURGH,PA15206 		  PC STUDENTS IN ACTION PITTSBURGH - CAPACITY BUILDING 25,000

NAMI KEYSTONE PA

105 BRAUNLICH DRIVE
PITTSBURGH,PA152373415 		  PC CHILD AND ADOLESCENT MENTAL HEALTH CONFERENCE 1,500

NAMI KEYSTONE PA

105 BRAUNLICH DRIVE
PITTSBURGH,PA152373415 		  PC HOUZE OF WAXX- 2023 JAZZ EVENT 5,000

NAMI KEYSTONE PA

105 BRAUNLICH DRIVE
PITTSBURGH,PA152373415 		  PC WEBSITE REPROGRAMMING 25,000

NEIGHBORHOOD ALLIES

429 FOURTH STREET
PITTSBURGH,PA15219 		  SO-1 CENTERING AND ADVANCING EQUITY AND MENTAL HEALTH IN THE COMMUNITY DEVELOPMENT ECOSYSTEM 100,000

NEIGHBORHOOD ALLIES

429 FOURTH STREET
PITTSBURGH,PA15219 		  SO-1 BRIDGING THE PEER WORKFORCE DEVELOPMENT PIPELINE 125,000

NEW SUN RISING

112 E SHERMAN STREET
MILLVALE,PA15209 		  PC NONPROFIT RESILIENCE PROJECT 100,000

NICOLINA'S WISHES CHARITABLE FOUNDATION

3140 BRODHEAD ROAD
ALIQUIPPA,PA15001 		  PC FAMILY PEER SUPPORT SERVICES 87,000

ONALA RECOVERY CENTER

1625 W CARSON ST
PITTSBURGH,PA15219 		  PC ONALA RECOVERY CENTER FOOD PANTRY 16,980

OPEN FIELD

6401 PENN AVENUE
PITTSBURGH,PA15206 		  PC EXPANDING PROGRAMS TO SUPPORT REFUGEE TEENAGERS 25,000

PARENTS IN TOTO

143 S MAIN ST
ZELIENOPLE,PA16063 		  PC POSTPARTUM SUPPORT AND INFERTILITY SUPPORT IN GREATER PITTSBURGH AREA 10,500

PITTSBURGH GLASS CENTER

5472 PENN AVE
PITTSBURGH,PA15206 		  PC SENSORY FRIENDLY ROOM ADDITION AT PITTSBURGH GLASS CENTER 40,000

POINT PARK UNIVERSITY

201 WOOD STREET
PITTSBURGH,PA152221984 		  PC MOBILE THRIVING RESPITE (A PROJECT OF POINT PARK UNIVERSITY, COMMUNITY PSYCHOLOGY PROGRAM) 24,050

POISE FOUNDATION

TWO GATEWAY CENTER SUITE 1700 603
STANWIX STREET
PITTSBURGH,PA15222 		  PC WORKING WITH LOCAL MOTHERS TO REDUCE GUN VIOLENCE AND SUPPORT COMMUNITIES COPING WITH TRAUMATIC LOSS 25,000

POWER

7501 PENN AVENUE SUITE 8
PITTSBURGH,PA15208 		  PC THE PURPLE PARTY - SEEDS OF HOPE SPONSOR 1,000

PRIMARY CARE HEALTH SERVICES

7227 HAMILTON AVE
PITTSBURGH,PA15208 		  PC BEHAVIORAL HEALTH PROGRAM FOR THE WILFORD A. PAYNE MEDICAL COMPLEX CAPITAL PROJECT 250,000

RADIANT HALL

4514 PLUMMER ST
PITTSBURGH,PA15201 		  PC INVISIBLE WOUNDS: A CURATED EXHIBITION ON GENERATIONAL TRAUMA 14,000

ROBERT MORRIS UNIVERSITY

6001 UNIVERSITY BLVD
MOON TOWNSHIP,PA15108 		  PC INNOVATION IN BEHAVIORAL HEALTH EDUCATION: TRAINING MENTAL HEALTH PROVIDERS THROUGH SIMULATION 32,011

SQUIRREL HILL HEALTH CENTER

4516 BROWNSHILL RD
PITTSBURGH,PA15217 		  PC LCSW FELLOWSHIP PROGRAM: BUILDING A BEHAVIORAL HEALTH WORKFORCE IN THE FQHC SETTING 200,000

STAT INC

PO BOX 527
LIGONIER,PA15658 		  PC STRATEGIC CAPACITY BUILDING WITH ACTION PLAN: EXPAND EQUINE ASSISTED MENTAL HEALTH SERVICES IN SWPA 25,000

STONEYBROOK FOUNDATION

260 MOUNTAIN TRAILS LANE
ACME,PA15610 		  PC THERAPEUTIC RIDING INSTRUCTORS AND MENTAL HEALTH CERTIFICATION 17,000

STO-ROX NEIGHBORHOOD HEALTH COUNCIL

710 THOMPSON AVENUE
MCKEES ROCKS,PA15136 		  PC BEHAVIORAL HEALTH SERVICE EXPANSION 95,050

THE BRANCH (FORMERLY JEWISH RESIDENTIAL SERVICES)

2609 MURRAY AVE STE 201
PITTSBURGH,PA15217 		  PC MEASURING WHAT MATTERS 25,000

THE CENTER MIDLAND

754 OHIO AVE
MIDLAND,PA15059 		  PC IMMERSIVE EMOTIONAL SUPPORT AND BRIDGING MENTAL HEALTH GAPS 15,000

THE CHILDREN'S HOME OF PITTSBURGH

5324 PENN AVENUE
PITTSBURGH,PA15224 		  PC ADOPTION COUNSELING AND CREDENTIALING EXPANSION PROJECT 20,000

THE CHILDREN'S INSTITUTE

1405 SHADY AVE
PITTSBURGH,PA15217 		  PC RESTORING HEALTH TO AMAZING KIDS 14,000

THE LEARNING LAMP INC

2025 BEDFORD STREET
JOHNSTOWN,PA15904 		  PC FAYETTE COUNTY PAT PROGRAM 20,000

THE LEGACY ARTS PROJECT199

7227 TIOGA STREET
PITTSBURGH,PA15208 		  PC LEGACY ARTS PROJECT WELLNESS PROJECT 49,065

THE MENTORING PARTNERSHIP OF SW PA

ONE HOPE SQUARE 1901 CENTRE AVE
SUITE 206
PITTSBURGH,PA15219 		  PC THE MAGIC OF MENTORING - AMBASSADOR 1,000

THE OPEN DOOR OF INDIANA PA

665 PHILADELPHIA ST
INDIANA,PA15701 		  PC REPORT BUILDING 24,663

THE PITTSBURGH CONTINGENCY

1716 NEVADA STREET
PITTSBURGH,PA15218 		  PC FOR YEAR TWO - MENTAL WELLNESS SPEED DIALING 47,500

UNION MISSION

PO BOX 271
LATROBE,PA15650 		  PC STRATEGIC ORGANIZATIONAL ASSESSMENT STUDY FOCUSING ON DEI EVALUATION AND IMPLEMENTATION 60,000

UNITED JEWISH FEDERATION

234 MCKEE PLACE
PITTSBURGH,PA15213 		  PC JEWISH WOMEN'S FOUNDATION ANNUAL MEETING 80

WASHINGTON HEALTH SYSTEM FOUNDATION

155 WILSON AVENUE
WASHINGTON,PA15301 		  SO II SUMMER MENTAL HEALTH INTERN 2,000

WAYNESBURG UNIVERSITY

6000 TOWN CENTER BOULEVARD SUITE
100
CANONSBURG,PA15317 		  PC CONTINUOUS QUALITY IMPROVEMENT OF THE CERTIFICATE IN CLINICAL SUPERVISION PROGRAM 25,000

WEST VIEW HUB

435 PERRY HIGHWAY
PITTSBURGH,PA15229 		  PC ARTS PROGRAM DEVELOPMENT FOR CHILDREN WITH ADVERSE CHILDHOOD EXPERIENCES (ACES) 10,000

YOUNG ADULT SURVIVORS UNITED

PO BOX 65
ALLISON PARK,PA15101 		  PC YASU RESEARCH REGISTRY 25,000

YOUNG BLACK MOTIVATED KINGS AND QUEENS

1835 CENTRE AVENUE
PITTSBURGH,PA15219 		  PC YBMKQ UNIVERSITY: AFTERSCHOOL & SUMMER LEARNING PROGRAM 25,000

YOUNG PEOPLE IN RECOVERY

1415 PARK AVENUE
WEST DENVER,PA80205 		  PC MOUD AWARENESS GROUP 5,000

ZA'KIYAH HOUSE

7729 SUSQUEHANNA ST
PITTSBURGH,PA152082233 		  PC PROGRAM STAFF STARTUP CONTINUED 75,000
Total .................................right arrow 3a 3,001,603
bApproved for future payment

ABOARD AUTISM CONNECTION OF PA
711 BINGHAM STRRET
PITTSBURGH,PA15203 		  PC AUTISM, MENTAL HEALTH CONCERNS; SUPPORT AND SYSTEMS CHANGE 49,865

ELLEN O'BRIEN GAISER ADDICTION CENTER
165 OLD PLANK ROAD
BUTLER,PA16003 		  PC RESTORING HOPE ON THE RUNWAY: FUNDRAISER 1,000

HOSANNA HOUSE INC
807 WALLACE AVE
WILKINSBURG,PA15221 		  PC BEHAVIORAL HEALTH COACH 75,000

METRO COMMUNITY HEALTH CENTER
1789 S BRADDOCK AVENUE
PITTSBURGH,PA15218 		  PC MOBILE MENTAL HEALTH PROGRAM 150,000

NEIGHBORHOOD ALLIES
429 FOURTH STREET
PITTSBURGH,PA15219 		  SO-1 BRIDGING THE PEER WORKFORCE DEVELOPMENT PIPELINE 125,000

NEW SUN RISING
112 E SHERMAN STREET
MILLVALE,PA15209 		  PC NONPROFIT RESILIENCE PROJECT 100,000
Total ................................. right arrow 3b 500,865
Form 990-PF (2023)
Form 990-PF (2023)
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
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 ....          
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 .....     01 83  
8 Gain or (loss) from sales of assets other than
inventory ............ 		525990 -48,367 18 3,648,367  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -48,367 3,648,450 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,600,083
(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.)
Form 990-PF (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
STAUNTON FARM FOUNDATION
 
540-054 DBA STAUNTON FARM FOUNDATION
EIN:
25-0965573
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 57,510 27,081   30,429

TY 2023 InvestmentsOtherSchedule2
Name:
STAUNTON FARM FOUNDATION
 
540-054 DBA STAUNTON FARM FOUNDATION
EIN:
25-0965573
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
TIFF KEYSTONE FUND, L.P FMV 64,659,857 64,659,857

TY 2023 LegalFeesSchedule
Name:
STAUNTON FARM FOUNDATION
 
540-054 DBA STAUNTON FARM FOUNDATION
EIN:
25-0965573
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 2,116 0   2,116


TY 2023 OtherExpensesSchedule
Name:
STAUNTON FARM FOUNDATION
 
540-054 DBA STAUNTON FARM FOUNDATION
EIN:
25-0965573
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EQUIPMENT 1,395 29   1,366
TELEPHONE & INTERNET 5,113 106   5,007
INFORMATION TECHNOLOGY 28,077 0   28,077
OFFICE EXPENSES 934 0   934
PARKING 4,654 91   4,563
MEMBERSHIP DUES 5,995 0   5,995
INSURANCE 4,203 0   4,203
401K ADMINISTRATION FEES 1,850 0   1,850
PAYROLL PROCESSING & FSA FEES 2,616 0   2,616
BANK SERVICE CHARGES 189 0   189
AWARDS 26,116 0   26,116
PORTFOLIO DEDUCTIONS FROM TIFF KEYSTONE FUND, LP 0 871,748   0
MOVING EXPENSE 188 0   188
MISCELLANEOUS EXPENSE 59 0   59


TY 2023 OtherIncomeSchedule2
Name:
STAUNTON FARM FOUNDATION
 
540-054 DBA STAUNTON FARM FOUNDATION
EIN:
25-0965573
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
TIFF KEYSTONE FUND, LP 0 1,831,669 0
OTHER INCOME 83 83 83


TY 2023 OtherIncreasesSchedule
Name:
STAUNTON FARM FOUNDATION
 
540-054 DBA STAUNTON FARM FOUNDATION
EIN:
25-0965573
Description Amount
UNREALIZED GAIN ON INVESTMENTS 4,066,088


TY 2023 OtherProfessionalFeesSchedule
Name:
STAUNTON FARM FOUNDATION
 
540-054 DBA STAUNTON FARM FOUNDATION
EIN:
25-0965573
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING 1,500 0   1,500


TY 2023 TaxesSchedule
Name:
STAUNTON FARM FOUNDATION
 
540-054 DBA STAUNTON FARM FOUNDATION
EIN:
25-0965573
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 18,136 377   17,759
FOREIGN TAXES 0 46,323   0
FEDERAL EXCISE TAXES 42,064 0   0