2025-02-10T08:12:38-06:00 2024-12-31 250921018 K&L GATES LLP 210 SIXTH AVENUE PITTSBURGH PA 152222613 990PF 2024-01-01 825433738 THE CAROLE L BROOKINS FIRST ALLIANCE FOUNDATION CARO 2126266557 K L GATES LLP 210 SIXTH AVE PITTSBURGH PA 15222 MARY BETH BACKOF TREASURER 2126266557 2025-02-10 1 0 KATHLEEN C EVANS P00605376 4123556500 2024 2025-03-06 01:10:19Z X X X 0 X X 50383 50383 0 50383 50383 500000 25000 0 44941 0 0 4707 0 0 2888 0 0 4131 0 0 556667 25000 0 2613500 2613500 3170167 25000 2613500 -3119784 25383 3119784 3119784 0 0 0 0 X 3119784 0 3119784 0 3119784 0 3119784 -3119784 0 0 0 0 353 0 353 0 353 6080 0 0 0 6080 0 5727 0 5727 0 0 0 0 0 0 0 0 0 1 1 1 DE 1 0 0 0 0 1 N/A THE FOUNDATION 4123556500 C/0 KL GATES LLC 210 SIXTH AVE PITTSBURGH PA 15222 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAWRENCE GOODMAN-COMP2023 2024 1120 AVE OF AMERICAS 4TH FL NEW YORK NY 10036 PRESIDENT & BOARD CHAIR 7.50 250000 0 0 RICHARD SANDOR 1120 AVE OF AMERICAS 4TH FL NEW YORK NY 10036 BOARD MEMBER 1.00 0 0 0 MARY ELIZABETH BACKOF-COMP2023 20 1120 AVE OF AMERICAS 4TH FL NEW YORK NY 10036 TREASURER & BOARD MEMBER 7.50 250000 0 0 NONE 0 NONE 0 0 0 129991 0 129991 0 0 129991 1950 128041 6402 6402 353 353 6049 0 6049 0 6049 2613500 0 2613500 6049 0 0 54854 1219330 1274184 2613500 0 0 0 6049 2607451 0 0 3881635 0 0 0 0 0 0 0 3881635 54854 1219330 2607451 X MARINE CORPS SCHOLARSHIP FOUNDATION 909 N WASHINGTON STREET ALEXANDRIA VA 22314 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100000 FRENCH-AMERICAN FOUNDATION-US 28 WEST 44TH ST SUITE 912 NEW YORK NY 10036 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 250000 EISENHOWER FOUNDATION 200 E FOURTH STREET ABILIENE KS 67410 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100000 CENTER FOR MARITIME STRATEGY 2300 WILSON BLVD SUITE 200 ARLINGTON VA 22201 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100000 LES ENTRTIENS DE ROYAMONT ABBAYE DE ROYAUMONT ASNIERES SUR OISE FR 95270 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 250000 SOCIETE DES CINCINNATI DE FRANCE 2 BIS RUE RABELAIS PARIS FR 75008 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500000 MUSEE DE LORDRE DE LIBERATION (MUSEE DE L'ARMEE) 51 BIS BLVD DE TOUR-MAUBOURG PARIS FR 75700 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100000 CRANBROOK SCHOOL PO BOX 801 BLOOMFIELD IL 48303 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 793500 MIDDLEBURY COLLEGE 700 EXCHANGE STREET MIDDLEBURY VT 05753 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100000 PENN INSTITUTE OF ECONOMIC RESEARCH 3600 MARKET ST SUITE 300 PHILADELPHIA PA 19104 PUBLIC CHARITY GENERAL CHARITABLE PURPOSESGENERAL CHARITABLE PURPOSES 100000 KELLOGG SCHOOL OF MANAGEMENT 2211 CAMPUS DRIVE EVANSTON IL 60208 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100000 MUSEUM OF MARBLEHEAD 188 WASHINGTON STREET MARBLEHEAD MA 01945 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100000 THE NORMANDY INSTITUTE CHATEAU DE BERNAVILLE PICAUVILLE FR 50360 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 10000 ASSOCIATION FOR DIPLOMATIC STUDIES AND TRAINING PO BOX 41839 ARLINGTON VA 22204 PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 10000 2613500 0 14 50383 0 50383 0 50383 0 0 0 0 0 0 0 0 0 0 SEE PART XIV FOR COMPLETE LIST OF DISTRIBUTION RECIPIENTS SEE PART XIV PLACEHOLDER PA 15222 CASH 2613500 THE FOUNDATION'S ONLY ASSET ON JANUARY 1, 2024 WAS CASH. ALL THE CASH WAS DISTRIBUTED DURING 2024 WITH THE THE LAST DISTRIBUTION TO CRANBROOK SCHOOL BEING MADE ON DECEMBER 19, 2024. SEE PART XIV FOR THE COMPLETE LIST OF GRANTEES, INCLUDING ADDFESSES OF SAME. A CERTIFIED COPY OF THE PLAN OF THE BOARD OF DIRECTOR'S RESOLUTIONS, ETC., IS ATTACHED HERETO. K&L GATES 44941 0 0 INSURANCE 647 0 0 PACKING SHIPPING & MISCELLANEOUS 3249 0 0 JP MORGAN FEES 235 0 0 A DISCOUNT OF 10% IS BEING TAKEN FOR LACK OF MARKETABILITY FOR THE 461 CLASS B NON-VOTING MEMBER UNITS OF AMERICAN FINANCIAL EXCHANGE LLC, A CLOSELY-HELD BUSINESS. AN APPRAISAL INDICATED BOTH A 15% LACK OF MARKETBILITY DISCOUNT AND A 5% DISCOUNT DUE TO LACK OF VOTING RIGHTS, BUT DISCOUNT TAKEN IS LIMITED TO THE 10% PERMITTED BY IRS REGULATIONS. OVERALL FAIR MARKET VALUE OF UNITS BECAME NOMINAL DURING 2022. IRS EXCISE TAX PAYMENTS 4707 0 0