CLAUDE WORTHINGTON BENEDUM FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CLAUDE WORTHINGTON BENEDUM FOUNDATION (EIN 25-1086799)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349102049
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T10:41:39-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251467156 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTERSON & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 GRANT STREET SUITE 2100 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251086799 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAUDE WORTHINGTON BENEDUM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAU | BusinessNameControlTxt |
| Phone | 4122880360 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 BENEDUM-TREES 223 FOURTH AVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRAD BALLANTINE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4122880360 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRAD | PersonFirstNm |
| Person Last | BALLANTINE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL M COMSTOCK | PreparerPersonNm |
| PTIN | P00474378 | PTIN |
| Phone | 4122812025 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $482,600,623 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,371 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,371 | InterestOnSavNetInvstIncmAmt |
| Dividends Net Invst Incm | $9,482,068 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,912,128 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $0 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,165,244 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $837,692 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,922,611 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $11,752,191 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,572,294 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $852,339 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $68,363 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $773,796 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $618,028 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $618,028 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $327,991 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $18,305 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $306,960 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $19,270 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,132 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $17,969 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $52,328 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,074 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $48,796 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,186,678 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $951,822 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $93,132 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $576,770 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $542,908 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $314,710 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $76,892 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $82,084 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $4,823 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $65,160 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,828 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $60,762 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $56,970 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,918 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $53,618 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,591 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $152 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,416 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $269,918 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,000,084 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $256,519 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,076,265 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,945,981 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,308,888 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,051,964 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,584,095 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,128,229 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,945,981 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,892,983 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,376,038 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,626,313 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,926,015 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,143,929 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,143,929 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $90,695 | AcctRcvblAmt |
| Acct Rcvbl BOY | $95,023 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $90,695 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $90,695 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $414,130,633 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $462,323,976 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $462,323,976 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,298,490 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,160,736 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,133,570 | LandBOYAmt |
| Land EOY | $1,137,754 | LandEOYAmt |
| Land EOYFMV | $1,137,754 | LandEOYFMVAmt |
| Other Assets BOY | $8,292,680 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,904,269 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,904,269 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $429,577,921 | TotalAssetsBOYAmt |
| Total Assets EOY | $482,600,623 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $482,600,623 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $1,994,071 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,461,940 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $29,862 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $22,950 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,023,933 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,484,890 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $427,553,988 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $479,115,733 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $427,553,988 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $479,115,733 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $429,577,921 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $482,600,623 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $427,553,988 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,376,038 | ExcessRevenueOverExpensesAmt |
| Other Increases | $59,937,783 | OtherIncreasesAmt |
| Subtotal | $479,115,733 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $479,115,733 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (92 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| DISTRIBUTION IN EXCESS OF BASIS - EIIRC MULTI-FAMILY FUND 2013 LLC | P | $1,089,246 | $1,042,813 | $46,433 | $46,433 |
| LIQUIDATION OF ABERDEEN US PRIVATE EQUITY II | P | $770,616 | $770,616 | $770,616 | |
| LIQUIDATION OF FIRELAKE STRATEGIC TECHNOLOGY FUND II | P | $80,073 | $80,387 | -$314 | -$314 |
| LIQUIDATION OF LONE STAR SEG | P | $34 | $34 | $34 | |
| LIQUIDATION OF MADISON DEARBORN IV | P | $181,706 | $181,706 | $181,706 | |
| LIQUIDATION OF SPUR VENTURE I | P | $150,092 | $150,136 | -$44 | -$44 |
| LIQUIDATION OF WESTON PRESIDIO V | P | $140,806 | $162,721 | -$21,915 | -$21,915 |
| APOLLO EUROPEAN PRINCIPAL FINANCE FUND II | P | $5,782 | $5,782 | ||
| NORTH HAVEN PRIVATE EQUITY ASIA III | P | $1,190,460 | $1,190,460 | ||
| NORTH HAVEN PRIVATE EQUITY ASIA IV | P | $114,652 | $114,652 | ||
| RCP VI FEEDER | P | $144,778 | $144,778 | ||
| RCP VII | P | $226,417 | $226,417 | ||
| RCP IX FEEDER | P | $314,550 | $314,550 | ||
| RCP X FEEDER | P | $234,933 | $234,933 | ||
| VINTAGE VI OFFSHORE | P | $78,530 | $78,530 | ||
| ABERDEEN PRIVATE EQUITY III | P | $43,652 | $43,652 | ||
| ABERDEEN VENTURE PARTNERS V, LP | P | $71,148 | $71,148 | ||
| ABERDEEN VENTURE PARTNERS VI | P | $299,427 | $299,427 | ||
| ADAMS CAPITAL IV, LP | P | -$129 | -$129 | ||
| AGILITY COMPREHENSIVE SOLUTIONS FUND, LP | P | $23,126,243 | $23,126,243 | ||
| AVENUE ENERGY OPPORTUNITIES AIV | P | $68,697 | $68,697 | ||
| AVENUE ENERGY OPPORTUNITIES FUND | P | -$151,218 | -$151,218 | ||
| AXIOM ASIA PRIVATE CAPITAL FUND I | P | $47,351 | $47,351 | ||
| AXIOM ASIA PRIVATE CAPITAL FUND II | P | $400,947 | $400,947 | ||
| AXIOM ASIA PRIVATE CAPITAL FUND III | P | $111,439 | $111,439 | ||
| AXIOM ASIA PRIVATE CAPITAL FUND IV | P | $391,124 | $391,124 | ||
| CA RESOURCES-SERIEX X BAIN CORE | P | $21,633 | $21,633 | ||
| COMMONFUND CAPITAL EMERGING MARKETS 2013, LP | P | $31,262 | $31,262 | ||
| COMMONFUND CAPITAL INTERNATIONAL PARTNERS VI, LP | P | $46,768 | $46,768 | ||
| COMMONFUND CAPITAL INTERNATIONAL PARTNERS VII, LP | P | $91,079 | $91,079 | ||
| COMMONFUND CAPITAL INTERNATIONAL PARTNERS VIII, LP | P | $355,507 | $355,507 | ||
| COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS IX | P | $691,764 | $691,764 | ||
| COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VIII | P | $552,455 | $552,455 | ||
| COMMONFUND CAPITAL VENTURE PARTNERS IX, LP | P | $505,310 | $505,310 | ||
| COMMONFUND CAPITAL VENTURE PARTNERS VII, LP | P | $171,078 | $171,078 | ||
| COMMONFUND CAPITAL VENTURE PARTNERS VIII, LP | P | $450,204 | $450,204 | ||
| COMMONFUND CAPITAL VENTURE PARTNERS X, LP | P | $881,028 | $881,028 | ||
| COMMONFUND CAPITAL VENTURE PARTNERS XI, LP | P | $280,079 | $280,079 | ||
| COMMONFUND NATURAL RESOURCES IX, LP | P | -$70,429 | -$70,429 | ||
| COMMONFUND NATURAL RESOURCES X, LP | P | $17,515 | $17,515 | ||
| CP INVESTMENT FUND III, LP | P | -$1,434 | -$1,434 | ||
| CP INVESTMENT FUND IV, LP | P | $465,276 | $465,276 | ||
| CP INVESTMENT FUND V, LP | P | $431,813 | $431,813 | ||
| EIIRC MULTI-FAMILY FUND 2013 | P | $527,088 | $527,088 | ||
| FIRELAKE STRATEGIC TECHNOLOGY FUND II | P | -$1,962 | -$1,962 | ||
| KEYHAVEN CAPITAL I | P | $115 | $115 | ||
| KEYHAVEN CAPITAL II, LP | P | $16,662 | $16,662 | ||
| KEYHAVEN SECONDARIES FUND I | P | -$60,926 | -$60,926 | ||
| KNIGHTSBRIDGE INTEGRATED HOLDINGS V, LP | P | $34,960 | $34,960 | ||
| KNIGHTSBRIDGE INTEGRATED HOLDINGS VI (SERIES VC) | P | $233,859 | $233,859 | ||
| KNIGHTSBRIDGE INTEGRATED HOLDINGS VI (SERIES VXM) | P | $129,073 | $129,073 | ||
| KNIGHTSBRIDGE VENTURE CAPITAL VII LP SERIES VC | P | $717,130 | $717,130 | ||
| LEEDS NOVAMARK CAPITAL I, LP | P | $966,412 | $966,412 | ||
| LONE STAR EUROPE HOLDINGS | P | -$53,523 | -$53,523 | ||
| LONE STAR FUND V, LP | P | $131,583 | $131,583 | ||
| LONE STAR FUND VI | P | $41,806 | $41,806 | ||
| LONE STAR FUND VII | P | -$8,362 | -$8,362 | ||
| LONE STAR FUND SEG | P | -$12,290 | -$12,290 | ||
| LONE STAR IX | P | $130,441 | $130,441 | ||
| LONE STAR VIII | P | $31,860 | $31,860 | ||
| LONE STAR FUND X HOLDINGS | P | $204,545 | $204,545 | ||
| MADISON DEARBORN CAPITAL PARTNERS V-C, LP | P | $83,791 | $83,791 | ||
| MADISON DEARBORN CAPITAL PTNS. IV, LP | P | -$2,788 | -$2,788 | ||
| METROPOLITAN REAL ESTATE PARTNERS SECONDARIES | P | $147,227 | $147,227 | ||
| OAKTREE OPPORTUNITIES FUND VIII | P | -$10,181 | -$10,181 | ||
| OAKTREE OPPORTUNITIES FUND VIII AIF (DELAWARE) | P | $34 | $34 | ||
| OAKTREE OPPORTUNITIES FUND VIIIB | P | -$12,243 | -$12,243 | ||
| OAKTREE OPPORTUNITIES FUND VIIIB AIF (DELAWARE) | P | -$1,207 | -$1,207 | ||
| OAKTREE OPPORTUNITIES IX | P | $34,179 | $34,179 | ||
| OAKTREE OPPORTUNITIES IX AIF (CAYMAN) | P | -$4,867 | -$4,867 | ||
| OAKTREE OPPORTUNITIES X | P | -$8,809 | -$8,809 | ||
| OAKTREE OPPORTUNITIES X AIF (CAYMAN) | P | $19,536 | $19,536 | ||
| OAKTREE OPPORTUNITIES X AIF (DELAWARE) | P | $66 | $66 | ||
| OAKTREE OPPORTUNITIES XB | P | $22,139 | $22,139 | ||
| OAKTREE OPPORTUNITIES XB AIF (CAYMAN) | P | $2,724 | $2,724 | ||
| OCM OPPORTUNITIES FUND VII, LP | P | $103 | $103 | ||
| OCM OPPORTUNITIES FUND VIIB, LP | P | $320 | $320 | ||
| RCP FUND V LP | P | $13,128 | $13,128 | ||
| RCP FUND VIII LP | P | $273,846 | $273,846 | ||
| SPUR VENTURES I | P | -$5,236 | -$5,236 | ||
| SPUR VENTURES II | P | $336,760 | $336,760 | ||
| WESTON PRESIDIO V AIV 1 HOLDINGS, LP | P | $19,703 | $19,703 | ||
| WESTON PRESIDIO V | P | $106,565 | $106,565 | ||
| WLR RECOVERY FUND III, LP | P | -$1 | -$1 | ||
| WLR RECOVERY FUND IV DSS AIV, LP | P | -$46,861 | -$46,861 | ||
| WLR RECOVERY FUND V DSS AIV | P | -$43,240 | -$43,240 | ||
| YORKTOWN ENERGY PARTNERS VI | P | $26,449 | $26,449 | ||
| YORKTOWN ENERGY PARTNERS VII, LP | P | -$221,310 | -$221,310 | ||
| YORKTOWN ENERGY PARTNERS VIII, LP | P | -$167,845 | -$167,845 | ||
| YORKTOWN ENERGY PARTNERS X | P | -$13,292 | -$13,292 | ||
| YORKTOWN ENERGY PARTNERS IX | P | -$109,703 | -$109,703 | ||
| YORKTOWN ENERGY PARTNERS XI | P | $81,579 | $81,579 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,165,244 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $564,706 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $564,706 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $564,706 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $540,518 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $220,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $760,518 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $572 | EsPenaltyAmt |
| Overpayment | $195,240 | OverpaymentAmt |
| Applied To ES Tax | $195,240 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BENEDUM.ORG | WebsiteAddressTxt |
| Individual With Books | BRAD R BALLANTINE TREASURER | IndividualWithBooksNm |
| Phone | 4122880360 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 BENEDUM-TREES BLDG 223 FOURTH | AddressLine1Txt |
| Address Line2 | AVE | AddressLine2Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GREGORY S BABE | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | TRUSTEE (1)(2) | 1.50 | $16,000 | $0 | $0 |
| PAUL G BENEDUM JR | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | TRUSTEE (1)(2) | 1.50 | $16,000 | $0 | $0 |
| THOMAS A HEYWOOD | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | TRUSTEE (1)(2) | 1.50 | $16,000 | $0 | $0 |
| LLOYD JACKSON II | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | TRUSTEE, CHAIRMAN (2)(3) | 3.00 | $24,000 | $0 | $0 |
| PARWEEN S MASCARI | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | TRUSTEE (1)(2) | 1.50 | $16,000 | $0 | $0 |
| ILLAH R NOURBAKSH | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | TRUSTEE (1)(2) | 1.50 | $16,000 | $0 | $0 |
| LARRY A RHODES | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | TRUSTEE (1)(2) | 1.50 | $16,000 | $0 | $0 |
| JANE N WERNER-RUTKOWSKI | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | TRUSTEE (1)(2) | 1.50 | $16,000 | $0 | $0 |
| RALPH J BEAN JR | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | TRUSTEE EMERITUS (5) | 1.50 | $8,000 | $0 | $0 |
| ESTHER L BARAZZONE | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | TRUSTEE EMERITUS (5) | 0.00 | $0 | $0 | $0 |
| G NICHOLAS BECKWITH | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | TRUSTEE EMERITUS (5) | 0.00 | $0 | $0 | $0 |
| WILLIAM P GETTY | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | TRUSTEE EMERITUS (5) | 1.50 | $0 | $0 | $0 |
| L NEWTON THOMAS JR | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | TRUSTEE EMERITUS (5) | 1.50 | $0 | $0 | $0 |
| ROBERT B WALKER | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | TRUSTEE EMERITUS (5) | 1.50 | $0 | $0 | $0 |
| G RANDOLPH WORLS | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | TRUSTEE EMERITUS (5) | 1.50 | $8,000 | $0 | $0 |
| GASTON CAPERTON | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | HONORARY TRUSTEE (5) | 0.00 | $0 | $0 | $0 |
| RICK KRAICH | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | MEMBER OF THE INV. COMMITTEE (7) | 1.00 | $8,000 | $0 | $0 |
| AMY K MARSH | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | MEMBER OF THE INV. COMMITTEE (7) | 1.00 | $8,000 | $0 | $0 |
| JENNIFER GIOVANNITTI | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | PRESIDENT (4)(6) | 40.00 | $376,229 | $79,421 | $0 |
| JAMES V DENOVA | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | VICE PRESIDENT (4)(6) (1/1/21-6/30/21) | 40.00 | $114,086 | $26,358 | $0 |
| BRAD R BALLANTINE | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | TREASURER & SENIOR ACCOUNTANT (4)(6) | 40.00 | $92,400 | $30,221 | $0 |
| SANDRA H HARVEY | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | SECRETARY (4)(6) | 40.00 | $101,624 | $17,568 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KIMBERLY TIEMAN | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | PROGRAM DIRECTOR | 40.00 | $176,989 | $47,913 | $0 |
| MARY HUNT | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | PROGRAM DIRECTOR | 40.00 | $181,590 | $38,350 | $0 |
| JENNIFER HAMMERSTROM | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | GRANTS ADMINISTRATOR | 40.00 | $83,003 | $29,735 | $0 |
| LOGAN BIALIK | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | RESEARCH ANALYST | 40.00 | $60,346 | $13,515 | $0 |
| MELANIE CLAXTON 6321-123121 | ||||||||
| 1400 BENEDUM-TREES BUILDING | PITTSBURGH | PA | 15222 | SENIOR PROGRAM OFFIC | 40.00 | $60,667 | $6,035 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LEEDS NOVAMARK CAPITAL | |||||
| 11720 PLAZA AMERICA DR 650 | RESTON | VA | 20190 | INVESTMENT MANAGEMENT | $497,359 |
| PERELLA WEINBERG PARTNERS | |||||
| 767 5TH AVENUE | NEW YORK | NY | 10153 | INVESTMENT MANAGEMENT | $343,400 |
| PKF O'CONNOR DAVIES | |||||
| 665 5TH AVENUE | NEW YORK | NY | 10022 | INVESTMENT ACCOUNTING | $100,000 |
| YORKTOWN ENERGY PARTNERS | |||||
| 410 PARK AVENUE 19 | NEW YORK | NY | 10022 | INVESTMENT MANAGEMENT | $54,795 |
| SISTERSON & CO LLP | |||||
| 310 GRANT STREET SUITE 2100 | PITTSBURGH | PA | 15219 | ACCOUNTING SERVICES | $52,328 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE GENERAL EXPLANATION STATEMENT 16 | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ALMONO 2021 OPERATING EXPENSES FOR CONTINUED DEVELOPMENT OF A BROWNFIELD SITE | Description1Txt |
| Expenses1 | $1,405,772 | Expenses1Amt |
| Description2 | MARSHALL UNIVERSITY RESEARCH CORPORATIONFOR A PROGRAM RELATED INVESTMENT FOR COMMUNITY HEALTH WORKER BASED CHRONIC CARE MANAGEMENT (PROJECT OVER 6YRS; PAYMENTS OVER 3 YRS) | Description2Txt |
| Expenses2 | $205,617 | Expenses2Amt |
| Total | $1,611,389 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $448,210,880 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,297,765 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $76,657 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $457,585,302 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $457,585,302 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,863,780 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $450,721,522 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,536,076 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,536,076 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $564,706 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $564,706 | TotalTaxAmt |
| Distributable Before Adj | $21,971,370 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $20,038 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,991,408 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,991,408 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,892,983 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,611,389 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $106,379 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $18,610,751 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,991,408 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $230,132 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $735,881 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $966,013 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,610,751 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,610,751 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $966,013 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $966,013 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,414,644 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JENNIFER HAMMERSTROM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 BENEDUM-TREES BUILDING 223 | AddressLine1Txt |
| Address Line2 | FOURTH AVENUE | AddressLine2Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4122463600 | RecipientPhoneNum |
| Recipient Email Address | INFO@BENEDUM.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | YOU CAN DETERMINE YOUR ELIGIBILITY AND SUBMIT YOUR ONLINE APPLICATION ONLINE AT: HTTPS://BENEDUM.ORG/ONLINE-APPLY-REPORT/ONLINE-APPLY-REPORT/ | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THE FOUNDATION DOES NOT HAVE SUBMISSION DEADLINES AND APPLICATIONS ARE ACCEPTED THROUGHOUT THE YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION GENERALLY DOES NOT MAKE GRANTS IN SUPPORT OF: - ORGANIZATIONS LOCATED OUTSIDE WEST VIRGINIA OR SOUTHWESTERN PENNSYLVANIA INDIVIDUALS - ORGANIZATIONS NOT EXEMPT FROM TAXATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) - STUDENT AID, FELLOWSHIPS, OR TRAVEL - CONSTRUCTION OR EQUIPMENT - ENDOWMENT - ONGOING OPERATING EXPENSES - NATIONAL ORGANIZATIONS - BIOMEDICAL RESEARCH - RELIGIOUS ORGANIZATIONS FOR RELIGIOUS PURPOSES - INDIVIDUAL ELEMENTARY AND SECONDARY SCHOOLS - ANNUAL APPEALS OR MEMBERSHIP DRIVES - CONFERENCES, FILMS, BOOKS, AND AUDIO-VISUAL PRODUCTIONS, UNLESS AN INTEGRAL PART OF A FOUNDATION-SUPPORTED PROGRAM | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (132 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| (AUGUST WILSON) AFRICAN AMERICAN CULTURAL CENTER | |||||||
| 980 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | PC | OPERATING SUPPORT FOR THE 2021-2022 SEASON | $75,000 | |
| A SECOND CHANCE INC | |||||||
| 8350 FRANKSTOWN AVE | PITTSBURGH | PA | 15221 | PC | TO WORK WITH THE WEST VIRGINIA DEPARTMENT OF HEALTH AND HUMAN RESOURCES, BUREAU FOR CHILDREN AND FAMILIES, IN IMPLEMENTING A RELATIVE/KINSHIP PRACTICE MODEL TO SET PERFORMANCE EXPECTATIONS | $70,500 | |
| ACTIVE SOUTHERN WEST VIRGINIA INC | |||||||
| 116 N HEBER STREET SUITE B | BECKLEY | WV | 25801 | PC | TO IMPLEMENT PREVENTIVE HEALTH SERVICES AND EXPAND CAPACITY OF HEALTH INTERVENTIONS THROUGH VARIOUS LOCAL PARTNERSHIPS | $65,000 | |
| ALLEGHENY CONFERENCE ON COMMUNITY DEVELOPMENT | |||||||
| 11 STANWIX STREET 17TH FLOOR | PITTSBURGH | PA | 15222 | PC | FOR THE 2021 COMMUNITY AND ECONOMIC DEVELOPMENT AGENDA | $175,000 | |
| ALLEGHENY INTERMEDIATE UNIT | |||||||
| 475 E WATERFRONT DR | HOMESTEAD | PA | 15120 | PC | A PLANNING PROCESS, IN PARTNERSHIP WITH THE PENNSYLVANIA DEPARTMENT OF EDUCATION, TO EXAMINE THE LESSONS LEARNED FROM COVID-19 AND MAKE POLICY RECOMMENDATIONS REGARDING THE FUTURE OF LEARNING | $15,000 | |
| ALLEGHENY INTERMEDIATE UNIT | |||||||
| 475 E WATERFRONT DR | HOMESTEAD | PA | 15120 | PC | FOR THE REMAKE LEARNING NETWORK, AN INTERSTATE CONSORTIUM OF EDUCATORS, RESEARCHERS, AND ARTISTS WHICH PROMOTES INNOVATION IN EDUCATION (OVER TWO YEARS) | $250,000 | |
| ALLEGHENY INTERMEDIATE UNIT | |||||||
| 475 E WATERFRONT DR | HOMESTEAD | PA | 15120 | PC | TO LAUNCH A SHARED ADMINISTRATIVE SERVICE MODEL FOR A COHORT OF SMALL, LOW-INCOME SCHOOL DISTRICTS | $150,000 | |
| ALLEGHENY INTERMEDIATE UNIT | |||||||
| 475 E WATERFRONT DR | HOMESTEAD | PA | 15120 | PC | FOR THE RELAUNCH OF ALLEGHENY PARTNERS FOR OUT-OF-SCHOOL TIME TO ENSURE YOUTH ACROSS ALLEGHENY COUNTY HAVE ACCESS TO HIGH-QUALITY OUT-OF-SCHOOL-TIME PROGRAMS AND SERVICES | $100,000 | |
| APPALACHIAN FOREST NATIONAL HERITAGE AREA | |||||||
| PO BOX 1206 | ELKINS | WV | 26241 | PC | TO EXPAND REGIONAL ACTIVITIES PROMOTING THE CREATIVE ECONOMY IN THE APPALACHIAN FOREST HERITAGE AREA AND SURROUNDING COUNTIES TO GROW TOURISM AND IMPROVE COMMUNITIES (OVER TWO YEARS) | $115,000 | |
| ATHENS COUNTY FOUNDATION | |||||||
| PO BOX 366 | ATHENS | OH | 45701 | PC | TO CONDUCT A BROADBAND TOWN HALL CONVENING MEMBERS OF CONGRESS AND OTHER STAKEHOLDERS FROM CENTRAL APPALACHIA TO DISCUSS ISSUES WHICH CAN FACILITATE BROADBAND DEPLOYMENT IN THE REGION | $2,000 | |
| BRICOLAGE | |||||||
| 1256 FRANKLIN AVENUE | PITTSBURGH | PA | 15221 | PC | FOR STUDENT-DESIGNED THEATER PRODUCTIONS THAT ARE INTEGRATED INTO LANGUAGE ARTS, SOCIAL STUDIES, SCIENCE, TECHNOLOGY, AND VISUAL ART CLASSES (OVER TWO AND HALF YEARS) | $100,000 | |
| BRICOLAGE | |||||||
| 1256 FRANKLIN AVENUE | PITTSBURGH | PA | 15221 | PC | TO DEVELOP, AT THE REQUEST OF REGIONAL SCHOOL ADMINISTRATORS, A HYBRID VERSION OF STUDENT-DESIGNED THEATER PRODUCTIONS THAT INTEGRATE LANGUAGE ARTS, SCIENCE, TECHNOLOGY, AND SOCIAL STUDIES | $125,000 | |
| BRIDGEVALLEY COMMUNITY AND TECHNICAL COLLEGE | |||||||
| 2001 UNION CARBIDE DRIVE | SOUTH CHARLESTON | WV | 25303 | PC | TO PILOT AN EARLY COLLEGE MODEL THAT SPANS MIDDLE SCHOOL THROUGH ASSOCIATE DEGREE COMPLETION (OVER TWO YEARS) | $100,000 | |
| BUTLER AREA SCHOOL DISTRICT | |||||||
| 110 CAMPUS LANE | BUTLER | PA | 16001 | PC | TO PILOT AN EARLY COLLEGE PROGRAM WITH BUTLER COUNTY COMMUNITY COLLEGE AND CREATE A PLAYBOOK FOR REPLICATION BY A CONSORTIUM OF REGIONAL SUPERINTENDENTS | $128,000 | |
| CADCO FOUNDATION DBA CHARLESTON AREA ALLIANCE | |||||||
| 1116 SMITH STREET | CHARLESTON | WV | 25301 | SO I | TO SUPPORT THE DEVELOPMENT OF ENTREPRENEURIAL STARTUPS AND EXPANSIONS IN TARGETED EMERGING INDUSTRY SECTORS (OVER THREE YEARS) | $89,721 | |
| CAMC HEALTH EDUCATION AND RESEARCH INSTITUTE INC (DBA CAMC INSTITUTE) | |||||||
| 3200 MACCORKLE AVENUE SE | CHARLESTON | WV | 25304 | SO I | TO UTILIZE TELEMEDICINE TO PROVIDE ENHANCED CARE TO CHRONIC KIDNEY DISEASE PATIENTS IN HEALTH CARE CENTERS ACROSS SOUTHERN WEST VIRGINIA (OVER THREE YEARS) | $40,000 | |
| CAMC HEALTH EDUCATION AND RESEARCH INSTITUTE INC (DBA CAMC INSTITUTE) | |||||||
| 3200 MACCORKLE AVENUE SE | CHARLESTON | WV | 25304 | SO I | TO INTEGRATE OBESITY PREVENTION INITIATIVES WITH THE EARLY CHILDHOOD PLANNING TASK FORCE RECOMMENDATIONS TO IMPLEMENT SYSTEMS LEVEL CHANGE FOR EARLY CHILDCARE EDUCATION PROGRAMS ACROSS WEST VIRGINIA (OVER TWO YEARS) | $500,000 | |
| CANDID | |||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | PC | FOR THE 2021 PROGRAM OF SERVICES TO THE NONPROFIT COMMUNITY | $12,000 | |
| CARNEGIE MELLON UNIVERSITY | |||||||
| 5000 FORBES AVE | PITTSBURGH | PA | 15213 | PC | FOR AN INTERSTATE PEER-LEARNING AND PROFESSIONAL DEVELOPMENT NETWORK OF SCHOOLS HOSTING ENTERTAINMENT TECHNOLOGY CENTER PRODUCTS AND CURRICULA | $150,000 | |
| CARNEGIE MELLON UNIVERSITY | |||||||
| 5000 FORBES AVE | PITTSBURGH | PA | 15213 | PC | TO INCORPORATE DATA MAPPING AND VISUALIZATION INTO A CROSS-SECTION OF COURSES | $200,000 | |
| CATALYST CONNECTION | |||||||
| 4501 LYTLE STREET SUITE 301 | PITTSBURGH | PA | 15207 | PC | TO ADVANCE MANUFACTURING EDUCATION AND APPRENTICESHIPS THROUGH SCHOOL-BUSINESS PARTNERSHIPS | $150,000 | |
| CENTER FOR EXCELLENCE IN EDUCATION | |||||||
| 7918 JONES BRANCH DRIVE SUITE 700 | MCLEAN | VA | 22102 | PC | FOR CENTER FOR EXCELLENCE IN EDUCATIONS TEACHER ENRICHMENT PROGRAM TO PROVIDE PROFESSIONAL DEVELOPMENT WORKSHOPS, CONNECTIONS TO A NATIONAL STEM NETWORK, AND CLASSROOM RESOURCES TO MIDDLE AND HIGH SCHOOL TEACHERS IN UNDERSERVED RURAL AND URBAN DISTRICTS | $100,000 | |
| CHANGE INCORPORATED | |||||||
| 3158 WEST STREET | WEIRTON | WV | 26062 | PC | TO DEVELOP TELE-HEALTH SERVICES AT A FEDERALLY QUALIFIED HEALTH CENTER, SERVING LOW-INCOME PATIENTS | $72,000 | |
| CHILDREN'S HOME SOCIETY OF WEST VIRGINIA | |||||||
| P O BOX 2942 | CHARLESTON | WV | 25330 | PC | TO PROVIDE SUPPORT AND RESOURCES FOR FOSTER, ADOPTIVE, AND KINSHIP FAMILIES IN WEST VIRGINIA TO STRENGTHEN AND REFORM THE SYSTEM | $150,000 | |
| CHILDREN'S MUSEUM OF PITTSBURGH | |||||||
| 10 CHILDRENS WAY | PITTSBURGH | PA | 15212 | PC | TO ESTABLISH THE MUSEUM LEARNING LAB RESEARCH FUND TO CONDUCT ACTION RESEARCH AND OFFER RESEARCH/EVALUATION CONSULTATION AS A FEE-FOR-SERVICE REVENUE GENERATOR (OVER TWO YEARS) | $200,000 | |
| CITY OF HUNTINGTON | |||||||
| 800 FIFTH AVE | HUNTINGTON | WV | 25717 | PC | TO ASSIST 70 LOW-INCOME HOMEOWNERS WITH HOUSING REHABILITATION THROUGH VOLUNTEER WORKCAMP GROUPS | $50,000 | |
| COALFIELD DEVELOPMENT CORPORATION | |||||||
| 2923 PARK AVE | HUNTINGTON | WV | 25704 | PC | FOR LEVERAGING PUBLIC AND PRIVATE FUNDING TO DEVELOP A NEW COMMERCIAL BASE IN RECYCLING, REUSE, AND BIO-BASED MANUFACTURING WHICH DIRECTLY EMPLOYS LOW-INCOME PEOPLE (OVER TWO YEARS) | $175,000 | |
| CONGRESSIONAL EDUCATION FOUNDATION INC | |||||||
| SHEPHERD UNIVERSITY PO BOX 5000 | SHEPHERDSTOWN | WV | 25443 | PC | TO PILOT A PROJECT-BASED HIGH SCHOOL CIVICS PROGRAM IN PARTNERSHIP WITH THE NATIONAL ARCHIVES | $136,250 | |
| CORTLAND ACRES ASSOCIATION INC | |||||||
| 39 CORTLAND ACRES LANE | THOMAS | WV | 26292 | PC | TO ADDRESS WORKFORCE HOUSING NEEDS BY COMPLETING THE CONCEPTUAL DESIGN AND LEGAL FRAMEWORK FOR A RESIDENTIAL DEVELOPMENT ON A MIXED-USE CAMPUS | $67,000 | |
| DELIVERING GOOD INC | |||||||
| 266 WEST 37TH STREET 22ND FLOOR | NEW YORK | NY | 10018 | PC | TO DISTRIBUTE BRAND NEW CLOTHING, HOME GOODS, AND OTHER VITAL NECESSITIES TO UNDER-SERVED POPULATIONS THROUGHOUT WEST VIRGINIA | $40,000 | |
| DUQUESNE UNIVERSITY OF THE HOLY SPIRIT | |||||||
| 600 FORBES AVENUE MAIN ADMINISTRATI | PITTSBURGH | PA | 15282 | PC | TO LAUNCH A PILOT PROGRAM THAT UPLIFTS YOUTH FACING HARDSHIP THROUGH ART WHILE FOSTERING EMPATHY AND THE DEVELOPMENT OF LITERACY SKILLS IN ELEMENTARY, MIDDLE, AND HIGH SCHOOL STUDENTS | $112,000 | N BUILDING 411A |
| ELK RIVER TRAIL FOUNDATION INC | |||||||
| 3836 INDIAN CREEK ROAD | ELKVIEW | WV | 25071 | PC | TO UNDERTAKE A TRAIL TOWN PLANNING PROCESS THAT WILL BUILD CAPACITY AND GUIDE EACH COMMUNITYS FUTURE GROWTH AND ECONOMIC DEVELOPMENT RELATED TO OUTDOOR RECREATION | $25,000 | |
| ENTERPRISE ZONE CORP OF BRADDOCK | |||||||
| PO BOX 678 | BRADDOCK | PA | 15104 | PC | TO DEVELOP, IN PARTNERSHIP WITH THE ALLEGHENY CONFERENCE NEIGHBORHOOD ASSISTANCE TAX CREDIT PROGRAM, A RIVERFRONT PLAN ENCOMPASSING FOUR MON VALLEY COMMUNITIES | $100,000 | |
| EXPERIENCE LEARNING | |||||||
| 18 WOODLANDS WAY | CIRCLEVILLE | WV | 26804 | PC | TO CREATE A NETWORK OF COUNTY SCHOOL SYSTEMS THAT WILL DEVELOP, GROW, AND STRENGTHEN OUTDOOR LEARNING OPPORTUNITIES FOR WEST VIRGINIA STUDENTS AND TEACHERS | $54,092 | |
| FAYETTE COUNTY CULTURAL TRUST | |||||||
| 139 W CRAWFORD AVENUE | CONNELLSVILLE | PA | 15425 | PC | TO EXPAND THE RURAL ARTS COLLABORATIVES ARTS EDUCATION PROJECT IN FAYETTE COUNTY, PENNSYLVANIA SCHOOL DISTRICTS AND THE BLACK MEN READ PROJECT TO JEFFERSON COUNTY, WEST VIRGINIA SCHOOLS | $175,000 | |
| FILM PITTSBURGH | |||||||
| 1789 S BRADDOCK AVENUE SUITE 565 | PITTSBURGH | PA | 15218 | PC | TO EXPAND EXHIBITIONS AND COLLABORATE WITH OTHER ARTS AGENCIES TO ADVANCE ECONOMIC DEVELOPMENT THROUGH CULTURAL TOURISM | $100,000 | |
| FILM PITTSBURGH | |||||||
| 1789 S BRADDOCK AVENUE SUITE 565 | PITTSBURGH | PA | 15218 | PC | TO ENABLE FILMMAKERS, ARTISTS, AND OTHER SPECIAL GUESTS TO TRAVEL TO PITTSBURGH ON A JIM DENOVA SCHOLARSHIP TO PRESENT THEIR WORK AT THE THREE RIVERS FILM FESTIVAL AND PITTSBURGH SHORTS AND SCRIPT COMPETITION | $10,000 | |
| FOUNDATION FOR APPALACHIAN KENTUCKY INC | |||||||
| 420 MAIN ST | HAZARD | KY | 41701 | PC | FOR THE APPALACHIA FUNDERS NETWORK TO ACCELERATE AN EQUITABLE APPALACHIAN TRANSITION BY CONVENING AND CONNECTING FUNDERS FOR LEARNING, ANALYSIS, AND COLLABORATION; INCREASING INVESTMENTS IN THE REGION; AND SUPPORTING SECTOR-FOCUSED GROUPS | $65,000 | |
| FRIENDS OF THE CHEAT INC | |||||||
| 1343 NORTH PRESTON HIGHWAY | KINGWOOD | WV | 26537 | PC | FOR THE MOUNTAINEER TRAIL NETWORK RECREATION AUTHORITY TO FORMALLY LAUNCH THE MOUNTAINEER TRAIL NETWORK AS A COLLECTION OF NON-MOTORIZED TRAILS PROMOTING OUTDOOR RECREATION TOURISM (OVER THREE YEARS) | $55,040 | |
| FUTURE GENERATIONS UNIVERSITY | |||||||
| 400 ROAD LESS TRAVELED | FRANKLIN | WV | 26807 | PC | FOR WOODLAND ECONOMIES TO ESTABLISH AN AGROFORESTRY NETWORK FOR APPALACHIA BY ADVANCING THE SUSTAINABLE USE OF WEST VIRGINIAS FORESTED LANDS AND SUPPORT ECONOMIC GROWTH | $250,000 | |
| FUTURE OF NURSING WEST VIRGINIA WV | |||||||
| 100 ASSOCIATION DRIVE | CHARLESTON | WV | 25311 | PC | TO DEVELOP THE WEST VIRGINIA NURSE ENTREPRENEUR CENTER TO CREATE NURSE BUSINESSES THAT INCREASE ECONOMIC DEVELOPMENT AND IMPROVE THE HEALTH OF WEST VIRGINIANS (OVER TWO YEARS) | $36,000 | |
| GENERATION WEST VIRGINIA | |||||||
| 601 MORRIS STREET SUITE 205 | CHARLESTON | WV | 25301 | PC | FOR EXPANDING THE IMPACT FELLOWSHIP TO ATTRACT AND RETAIN YOUNG TALENT IN WEST VIRGINIA (OVER TWO YEARS) | $118,000 | |
| GENERATION WEST VIRGINIA | |||||||
| 601 MORRIS STREET SUITE 205 | CHARLESTON | WV | 25301 | PC | FOR INCREASING LOCAL CAPACITY TO SECURE FEDERAL BROADBAND FUNDS (OVER THREE YEARS) | $150,000 | |
| GENERATION WEST VIRGINIA | |||||||
| 601 MORRIS STREET SUITE 205 | CHARLESTON | WV | 25301 | PC | FOR EXPANDING THE IMPACT OF THE NETWORK OF LOCAL CHAPTERS BY LEVERAGING STATEWIDE RELATIONSHIPS TO CONNECT MORE YOUNG PEOPLE WITH EMPLOYMENT, LEADERSHIP POSITIONS, AND NECESSARY COMMUNITY SERVICES NEEDED TO STAY IN OR MOVE TO WEST VIRGINIA (OVER 2YRS) | $150,000 | |
| GIRL SCOUTS OF BLACK DIAMOND COUNCIL INC | |||||||
| 321 VIRGINIA STREET WEST | CHARLESTON | WV | 25302 | PC | TO PROVIDE THE GIRL SCOUT EXPERIENCE TO GIRLS IN THE FOSTER AND KINSHIP CARE SYSTEM (PAYABLE OVER TWO YEARS) [SEE INTERNAL DETAILS] | $125,000 | |
| GLENVILLE STATE UNIVERSITY | |||||||
| 200 HIGH STREET | GLENVILLE | WV | 26351 | PC | TO LAUNCH A CYBERSECURITY CERTIFICATION PROGRAM AND TRAINING FACILITY FOR UNEMPLOYED AND UNDEREMPLOYED ADULTS (OVER THREE YEARS) | $42,000 | |
| GOLDEN GIRL INC | |||||||
| PO BOX 876 | CEREDO | WV | 25507 | PC | TO PROVIDE MENTAL HEALTH AND TRAUMA PROGRAMMING FOR YOUTH IN RESIDENTIAL CARE | $48,000 | |
| GROW OHIO VALLEY INC | |||||||
| 1006 GRANDVIEW STREET | WHEELING | WV | 26003 | PC | TO DEVELOP THREE FOOD AND AGRICULTURE ENTERPRISES WHICH PRODUCE ECONOMIC AND COMMUNITY IMPROVEMENTS AND ADVANCE ENDOWMENT DEVELOPMENT TO ACHIEVE ORGANIZATIONAL SUSTAINABILITY | $381,052 | |
| HIGH ROCKS EDUCATIONAL CORPORATION | |||||||
| 195 THOMPSON ROAD | HILLSBORO | WV | 24946 | PC | FOR THE WEST VIRGINIA JOBS NETWORK TO SUPPORT AND MATCH EMPLOYERS AND JOB SEEKERS TO RECRUIT AND RETAIN HOMEGROWN TALENT (OVER THREE YEARS) | $67,020 | |
| INTERMEDIATE UNIT 1 | |||||||
| 1 INTERMEDIATE UNIT DRIVE | COAL CENTER | PA | 15423 | PC | FOR A MINI-GRANT PROGRAM THAT PROMOTES INNOVATIVE INSTRUCTION WITH AN EMPHASIS ON LESSONS LEARNED FROM ADAPTATIONS TO THE COVID-19 | $40,000 | |
| INVEST APPALACHIA | |||||||
| 1456 C PATTON AVENUE | ASHEVILLE | NC | 28806 | PC | TO SUPPORT THE LAUNCH OF INVEST APPALACHIA, AN IMPACT INVESTMENT FUND WITH THE INITIAL GOAL TO RAISE A $5 MILLION COVID-19 RESPONSE AND RESILIENCE FUND SERVING CENTRAL APPALACHIA (OVER TWO YEARS) | $75,000 | |
| LEWIS COUNTY FAMILY RESOURCE NETWORK INC | |||||||
| 240 COURT AVE ATTN TRY THIS WV | WESTON | WV | 26452 | PC | TO INCREASE ACCESS TO PHYSICAL ACTIVITY AND HEALTHY EATING THROUGH THE STATEWIDE TRY THIS COALITION AIMED AT KNOCKING WEST VIRGINIA OFF THE WORST HEALTH LISTS | $100,000 | |
| LIBERA INC | |||||||
| PO BOX 1147 | DELLSLOW | WV | 26531 | PC | TO PROVIDE FOSTER CHILDREN IN WEST VIRGINIA WITH A LOVEPACK REUSABLE BACKPACK FILLED WITH MENTAL AND EMOTIONAL HEALTH TOOLS, ABUSE PREVENTION ITEMS, AND FOSTER SPECIFIC RESOURCES | $80,000 | |
| LITTLE KANAWHA AREA DEV CORP | |||||||
| PO BOX 508 | ELIZABETH | WV | 26143 | PC | TO ACQUIRE AND USE PORTABLE TECHNOLOGY TO ASSIST BUSINESSES IN CALHOUN AND WIRT COUNTIES OF WEST VIRGINIA IN APPLYING FOR FEDERAL SMALL BUSINESS ADMINISTRATION AID | $4,870 | |
| MARSHALL COUNTY FAMILY RESOURCE NETWORK INC | |||||||
| 1501 2ND ST | MOUNDSVILLE | WV | 26041 | PC | FOR THE APPALACHIAN INNOVATION COLLECTIVE TO PROVIDE LEADERSHIP AND ORGANIZATIONAL DEVELOPMENT SERVICES TO IMPROVE THE CAPACITY AND QUALITY OF NONPROFIT ORGANIZATIONS AND THEIR LEADERS (OVER TWO YEARS) | $105,000 | |
| MARSHALL UNIVERSITY RESEARCH CORPORATION | |||||||
| ONE JOHN MARSHALL DRIVE | HUNTINGTON | WV | 257550002 | PC | TO ADDRESS ORAL HEALTH INEQUITIES FOR UNDERSERVED POPULATIONS AND OPEN ACCESS TO SERVICES FOR THOSE UNDERSERVED (PAYABLE OVER TWO YEARS) | $350,000 | |
| MARSHALL UNIVERSITY RESEARCH CORPORATION | |||||||
| ONE JOHN MARSHALL DRIVE | HUNTINGTON | WV | 257550002 | PC | FOR A WHOLE OF SCHOOL APPROACH TO IMPLEMENT AN INNOVATIVE PROGRAM THAT BUILDS YOUTH LEADERSHIP AND DELIVERS COORDINATED CARE TO HIGH-RISK YOUTH IN SCHOOL (OVER TWO YEARS) | $100,000 | |
| MARSHALL UNIVERSITY RESEARCH CORPORATION | |||||||
| ONE JOHN MARSHALL DRIVE | HUNTINGTON | WV | 257550002 | PC | TO ENROLL PREDIABETIC PATIENTS IN COMPREHENSIVE COORDINATED CARE USING COMMUNITY HEALTH WORKERS TO IMPROVE HEALTH AND ESTABLISH A PAYMENT MODEL TO PREVENT PROGRESSION OF PREDIABETES TO DIABETES | $100,000 | |
| MARVEL CENTER INC (MEADOW RIVER VALLEY EARLY CHILDHOOD LEARNING CENTER) | |||||||
| 138 CRANBERRY AVE PO BOX 634 | RUPERT | WV | 25904 | PC | TO LEAD A SYSTEMATIC APPROACH TO IMPLEMENT GREENBRIER COUNTYS ONLY EARLY HEAD START PROGRAM WHILE STABILIZING A QUALITY MARVEL WORKFORCE AND MEADOW RIVER VALLEY CENTRAL KITCHEN | $75,000 | |
| MOUNTAIN STATE EDUCATIONAL SERVICES COOPERATIVE | |||||||
| 501 22ND ST | DUNBAR | WV | 25064 | PC | TO FOSTER DISTRICT-WIDE EDUCATIONAL REDESIGN THAT PREPARES STUDENTS TO BECOME DRIVERS IN THE WEST VIRGINIA ECONOMY | $100,000 | |
| MOUNTAIN STATE SPOTLIGHT INC | |||||||
| 170 SUMMERS STREET SUITE 210 | CHARLESTON | WV | 25301 | PC | FOR MOUNTAIN STATE SPOTLIGHT ONLINE NEWS OUTLET TO: ENGAGE WITH COMMUNITIES, ENHANCE LOCAL JOURNALISM, AND ACCESS TO INFORMATION, TO INCREASE THE ABILITY OF WEST VIRGINIANS TO COLLABORATE FOR POSITIVE CHANGE | $90,000 | |
| MOUNTAINEER FOOD BANK INC | |||||||
| 484 ENTERPRISE DRIVE | GASSAWAY | WV | 26624 | PC | FOR A MORE RESILIENT AND EFFICIENT FOOD SUPPLY CHAIN MODEL IN WEST VIRGINIA (OVER TWO YEARS) | $100,000 | |
| NAZARETH FARM INC | |||||||
| 665 NAZARETH FARM RD | SALEM | WV | 26426 | PC | FOR ADMINISTRATIVE EXPENSES RELATING TO A CAPITAL CAMPAIGN TO RAISE FUNDS TO SUPPORT PHYSICAL IMPROVEMENTS WHICH FACILITATE A VOLUNTEER HOME IMPROVEMENT PROGRAM | $50,000 | |
| OGLEBAY INSTITUTE | |||||||
| 1330 NATIONAL ROAD | WHEELING | WV | 26003 | PC | FOR FURTHER EXPANSION OF THE RURAL ARTS COLLABORATIVES ARTS EDUCATION PROJECT INTO RURAL SCHOOLS IN THE NORTHERN PANHANDLE REGION | $150,000 | |
| ONE VOICE INC | |||||||
| 893 COOK PARKWAY PO BOX 1945 | OCEANA | WV | 24870 | PC | TO BUILD CAPACITY AND DOCUMENT THE PROCESSES OF THE ONE VOICE RECOVERY COMMUNITY ORGANIZATION AS A SOCIAL ENTERPRISE MODEL TO BUILD COMMUNITY CAPITAL, AND SUPPORT INDIVIDUALS IN RECOVERY | $75,000 | |
| PARKERSBURG AREA COMMUNITY FOUNDATION | |||||||
| PO BOX 1762 | PARKERSBURG | WV | 261021762 | PC | TO DEVELOP LEWIS COUNTY COMMUNITY FOUNDATION FUND AS AN AFFILIATE OF THE PARKERSBURG AREA COMMUNITY FOUNDATION | $90,000 | |
| PARTNER COMMUNITY CAPITAL INC | |||||||
| PO BOX 839 | CHARLES TOWN | WV | 25414 | PC | FOR THE SOLAR FINANCE FUND WHICH WILL SUPPORT PROJECTS ACROSS CENTRAL APPALACHIA WITH A GOAL OF ADVANCING SOLAR SECTOR DEVELOPMENT AND THE TRANSITION TO A NEW ENERGY ECONOMY IN THE REGION (OVER THREE YEARS) | $50,000 | |
| PARTNER COMMUNITY CAPITAL INC | |||||||
| PO BOX 839 | CHARLES TOWN | WV | 25414 | PC | TO CAPITALIZE A REVOLVING LOAN FUND TO FINANCE CATALYTIC COMMERCIAL REAL ESTATE PROJECTS AND SMALL BUSINESSES WHICH SUPPORT DOWNTOWN REVITALIZATION OF COAL IMPACTED COMMUNITIES (OVER THREE YEARS) | $125,000 | |
| PARTNER COMMUNITY CAPITAL INC | |||||||
| PO BOX 839 | CHARLES TOWN | WV | 25414 | PC | AS MATCHING FUNDS FOR A U.S. ECONOMIC DEVELOPMENT ADMINISTRATION CARES ACT GRANT TO DEPLOY EMERGENCY LOANS AND TECHNICAL ASSISTANCE TO BUSINESSES AND NONPROFIT ENTERPRISES IMPACTED BY COVID-19 (OVER THREE YEARS) | $100,000 | |
| PARTNER COMMUNITY CAPITAL INC | |||||||
| PO BOX 839 | CHARLES TOWN | WV | 25414 | PC | FOR SUPPORT OF NON-FEDERAL MATCHING FUNDS FOR AN ARC POWER PLANNING GRANT AND THE SMALL BUSINESS ADMINISTRATION'S WOMEN'S BUSINESS CENTER PROGRAMS (OVER 18 MONTHS) | $150,000 | |
| PASA SUSTAINABLE AGRICULTURE | |||||||
| PO BOX 11805 | HARRISBURG | PA | 17108 | PC | TO STRENGTHEN THE NETWORK OF FOOD PRODUCERS, PROCESSORS, AND CUSTOMERS, AND SUPPORT THE PARTICIPATION OF PENNSYLVANIA AND WEST VIRGINIA GROWERS IN THE SUSTAINABLE AGRICULTURE SUMMIT | $50,000 | |
| PENNSYLVANIA ENVIRONMENTAL COUNCIL INC | |||||||
| 810 RIVER AVENUE SUITE 201 | PITTSBURGH | PA | 15212 | PC | FOR THE INDUSTRIAL HEARTLANDS TRAIL COALITION, A MULTISTATE RECREATIONAL TOURISM INITIATIVE | $200,000 | |
| PENNSYLVANIA STATE UNIVERSITY PHILANTHROPIC FUND | |||||||
| 408 OLD MAIN | UNIVERSITY PARK | PA | 16802 | PC | FOR THE READINESS INSTITUTE, A COLLABORATION OF EDUCATION, INDUSTRY, AND COMMUNITY PARTNERS THAT PREPARES SOUTHWESTERN PENNSYLVANIA HIGH SCHOOLERS WITH THE SKILLS, ATTITUDES, AND VALUES NEEDED TO BE FUTURE-READY (OVER TWO YEARS) | $50,000 | |
| PHILANTHROPY WEST VIRGINIA INC | |||||||
| PO BOX 1584 | MORGANTOWN | WV | 26505 | PC | FOR THE PHILANTHROPIC PARTNERS PROGRAM TO SUPPORT WEST VIRGINIAS PHILANTHROPIC SECTOR | $25,000 | |
| PHILANTHROPY WEST VIRGINIA INC | |||||||
| PO BOX 1584 | MORGANTOWN | WV | 26505 | PC | FOR A PARTNERSHIP WITH THE HIGHER EDUCATION POLICY COMMISSION TO IMPROVE THE COLLEGE COMPLETION RATE OF WEST VIRGINIAS WORKFORCE (OVER TWO YEARS) | $75,000 | |
| PIERPONT COMMUNITY AND TECHNICAL COLLEGE | |||||||
| 500 GALLIHER DR | FAIRMONT | WV | 26554 | PC | TO DEVELOP AND LAUNCH A POSTSECONDARY TRANSITION PROGRAM AND COMPREHENSIVE SUPPORT SERVICES TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES IN THE 13 COUNTIES PIERPONT SERVES IN NORTH CENTRAL WEST VIRGINIA | $150,000 | |
| PITTSBURGH BALLET THEATRE INC | |||||||
| 2900 LIBERTY AVENUE | PITTSBURGH | PA | 152011500 | PC | OPERATING SUPPORT FOR THE 2021-2022 SEASON | $75,000 | |
| PITTSBURGH CHAPTER NATIONAL TOOLING & MACHINING FOUNDATION | |||||||
| 107 FREEDOM COURT | MOON TOWNSHIP | PA | 15108 | PC | FOR BOTSIQ TO TEST A MODEL OF ADVANCED EDUCATION AND CAREER PLANNING IN MANUFACTURING | $75,000 | |
| PITTSBURGH DOWNTOWN PARTNERSHIP | |||||||
| 307 FOURTH AVENUE FLOOR 2 | PITTSBURGH | PA | 15222 | PC | FOR WORLDSQUARE, A CIVIC ENGAGEMENT EVENT DESIGNED TO SHOWCASE PITTSBURGHS INTERNATIONAL COMMUNITY | $6,000 | |
| PITTSBURGH OPERA INC | |||||||
| 2425 LIBERTY AVENUE | PITTSBURGH | PA | 152224639 | PC | OPERATING SUPPORT FOR THE 2021-2022 SEASON | $75,000 | |
| PITTSBURGH PUBLIC THEATER CORPORATION | |||||||
| 621 PENN AVENUE | PITTSBURGH | PA | 152223204 | PC | OPERATING SUPPORT FOR THE 2021-2022 SEASON | $90,000 | |
| PITTSBURGH SYMPHONY INC | |||||||
| 600 PENN AVENUE | PITTSBURGH | PA | 15222 | PC | OPERATING SUPPORT FOR THE 2021-2022 SEASON | $100,000 | |
| RAILS-TO-TRAILS CONSERVANCY | |||||||
| 2121 WARD CT NW 5TH FL | WASHINGTON | DC | 20037 | PC | TO ADVANCE TRAIL DEVELOPMENT, USERSHIP, AND ECONOMIC DEVELOPMENT ALONG THE PARKERSBURG TO PITTSBURGH CORRIDOR OF THE INDUSTRIAL HEARTLAND TRAIL (OVER 18 MONTHS) (ORIGINAL GRANT AMOUNT $150,000; $645 REFUNDED ON 2/18/22 DUE TO COVID TRAVEL RESTRICTIONS.) | $46,350 | |
| RAND CORPORATION | |||||||
| 1776 MAIN STREET PO BOX 2138 | SANTA MONICA | CA | 904072138 | PC | TO UNDERSTAND THE SCIENCE- AND TECHNOLOGY-FOCUSED (STF) WORKFORCE ECOSYSTEM IN THE PITTSBURGH REGION AND IDENTIFY OPPORTUNITIES FOR INVESTMENT THAT WILL SUPPORT EQUITABLE STF JOB GROWTH | $75,000 | |
| RENEWABLE MANUFACTURING GATEWAY | |||||||
| 1901 CENTRE AVE SUITE 200 | PITTSBURGH | PA | 15219 | PC | TO USE THE COMMUNITY GROWTH FUND TO EXPAND OPPORTUNITIES IN WASHINGTON COUNTY & WV THROUGH THE DELIVERY OF INNOVATIVE LENDING PRODUCTS THAT SUPPORT ASSET DEVELOPMENT & ECONOMIC OPPORTUNITY TO REVITALIZE AND STABILIZE AT-RISK & UNDERSERVED NEIGHBORHOODS | $200,000 | |
| RIVERS TO RIDGES HERITAGE TRAIL INC | |||||||
| POST OFFICE BOX 874 | SCOTT DEPOT | WV | 25560 | PC | TO BUILD RECREATIONAL OPPORTUNITIES WHICH INCREASE TOURISM, IMPROVE COMMUNITIES, AND ENCOURAGE BUSINESS DEVELOPMENT AROUND THE LOWER KANAWHA RIVER OUTDOOR RECREATION TRAIL | $32,000 | |
| ROBERT MORRIS UNIVERSITY | |||||||
| 6001 UNIVERSITY BLVD | MOON TOWNSHIP | PA | 15108 | PC | TO DEVELOP AND TEST A CLOUD COMPUTING COURSE OF STUDY FOR HIGH SCHOOL STUDENTS | $120,000 | |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | PC | TO DELIVER EARLY LEARNING SERVICES TO CHILDREN AND THEIR FAMILIES TO SUPPORT THEIR CHILDRENS HEALTHY DEVELOPMENT AND PREPARE THEM FOR SCHOOL | $100,000 | |
| SOUTHERN APPALACHIAN LABOR SCHOOL FOUNDATION INCORPORATED | |||||||
| 1 CHURCH HILL ROAD BOX 127 | KINCAID | WV | 25119 | PC | TO PROVIDE URGENT REPAIRS, OR MAKE MORE HABITABLE, 20 HOUSES FOR LOW-INCOME FAMILIES IN THE UPPER KANAWHA VALLEY AND THROUGHOUT FAYETTE COUNTY | $20,000 | |
| STEM CODING LAB | |||||||
| 800 VINIAL STREET SUITE A200 | PITTSBURGH | PA | 15212 | PC | TO PROVIDE STO-ROX ELEMENTARY AND MIDDLE SCHOOL STUDENTS WITH COMPUTER SCIENCE EDUCATION INSTRUCTION DESIGNED TO PREPARE THEM FOR THE 21ST-CENTURY JOB MARKET | $50,000 | |
| STEPPING STONES INC | |||||||
| PO BOX 539 | LAVALETTE | WV | 25535 | PC | TO PROVIDE A CAREER PREPARATION PROGRAM FOR CURRENT AND FORMER FOSTER YOUTH (OVER TWO YEARS) | $66,000 | |
| TAMARACK FOUNDATION INC | |||||||
| 1116 SMITH STREET 410 | CHARLESTON | WV | 25302 | PC | TO GROW WEST VIRGINIA'S CREATIVE ECONOMY AND DEVELOP THE VALUE OF THE ARTS AND CULTURE SECTOR BY STRENGTHENING THE CREATIVE ENTREPRENEURIAL ECOSYSTEM | $175,000 | |
| TEAM FOR WEST VIRGINIA CHILDREN INC | |||||||
| 1002 THIRD AVENUE 3RD FLOOR | HUNTINGTON | WV | 25717 | PC | FOR PARTNERS IN COMMUNITY OUTREACH TO BUILD THE CAPACITY AND PROFESSIONALISM OF IN-HOME FAMILY EDUCATION PROGRAMS TO BETTER SERVE EXPECTANT FAMILIES AND THEIR YOUNG CHILDREN | $147,000 | |
| THE CENTER FOR RURAL HEALTH DEVELOPMENT INC | |||||||
| 75 CHASE DR | HURRICANE | WV | 25526 | PC | FOR A PRESENTATION BY DR. JEROME ADAMS ON HIS SIGNATURE SURGEON GENERALS REPORT, "COMMUNITY HEALTH AND ECONOMIC PROSPERITY: ENGAGING BUSINESSES AS STEWARDS AND STAKEHOLDERS," AT THE 2021 WEST VIRGINIA BUSINESS SUMMIT | $6,750 | |
| THE GRANTMAKERS OF WESTERN PENNSYLVANIA | |||||||
| 401 LIBERTY AVENUE SUITE 2325 | PITTSBURGH | PA | 15222 | PC | FOR MEMBER PROGRAMS AND SERVICES IN 2021 | $20,300 | |
| THE GREATER KANAWHA VALLEY FOUNDATION | |||||||
| PO BOX 3041 | CHARLESTON | WV | 25331 | PC | TO ADVANCE A CREATIVE PLACEMAKING AND ARTIST SUPPORT PROGRAM ENHANCING THE CONDITIONS FOR ARTISTS AND BUSINESSES TO THRIVE ECONOMICALLY, CREATIVELY, AND SOCIALLY | $55,000 | |
| THE GREATER KANAWHA VALLEY FOUNDATION | |||||||
| PO BOX 3041 | CHARLESTON | WV | 25331 | PC | FOR THE KANAWHA VALLEY COUNCIL ON PHILANTHROPY TO COLLECTIVELY SUPPORT PROJECTS IN HEALTH AND COMMUNITY DEVELOPMENT ON CHARLESTON'S WEST SIDE | $25,000 | |
| THE PITTSBURGH TRUST FOR CULTURAL RESOURCES | |||||||
| 803 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | PC | FOR THE REFURBISHMENT OF THE BENEDUM AND STANLEY MARQUEES (OVER TWO YEARS) | $500,000 | |
| THE PITTSBURGH TRUST FOR CULTURAL RESOURCES | |||||||
| 803 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | PC | OPERATING SUPPORT FOR THE PITTSBURGH DANCE COUNCIL 2021-2022 SEASON | $35,000 | |
| THE PITTSBURGH TRUST FOR CULTURAL RESOURCES | |||||||
| 803 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | PC | FOR THE 2021 DOLLAR BANK THREE RIVERS ARTS FESTIVAL | $15,000 | |
| THE WEST VIRGINIA CHAMBER FOUNDATION | |||||||
| 1624 KANAWHA BOULEVARD EAST | CHARLESTON | WV | 25311 | PF | TO RELAUNCH JOBS FOR WEST VIRGINIAS GRADUATES IN LOGAN AND MCDOWELL COUNTIES TO INCREASE GRADUATION RATES AND PROVIDE SUPPORT IN POSTSECONDARY TRANSITIONS | $180,000 | |
| UNITED WAY OF CENTRAL WEST VIRGINIA INC | |||||||
| 1 UNITED WAY SQUARE | CHARLESTON | WV | 25301 | PC | TO SUPPORT THE UNITED WAY AGENCIES' PARTICIPATION IN THE ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) DATA PROJECT, WHICH IS A NEW WAY OF DEFINING AND UNDERSTANDING THE NEEDS OF HOUSEHOLDS THAT EARN BELOW THE FEDERAL POVERTY LEVEL | $50,000 | |
| UNIVERSITY OF PITTSBURGH | |||||||
| 128 N CRAIG STREET 1ST FLOOR PARK | PITTSBURGH | PA | 15213 | PC | FOR PITTSBURGH TODAY, A WEBSITE OF REGIONAL DEMOGRAPHIC INDICATORS, COUPLED WITH REPORTS ON SPECIFIC TRENDS | $50,000 | PLAZA |
| UNIVERSITY OF PITTSBURGH | |||||||
| 128 N CRAIG STREET 1ST FLOOR PARK | PITTSBURGH | PA | 15213 | PC | FOR CONVENING, RESEARCH, AND COMMUNICATIONS ACTIVITIES RELATED TO A RANGE OF SOCIAL POLICY ISSUES (OVER TWO YEARS) | $50,000 | PLAZA |
| WEST VIRGINIA ALLIANCE FOR CREATIVE HEALTH SOLUTIONS INC | |||||||
| 135 COMMUNITY RDG | CULLODEN | WV | 255101147 | PC | TO DEVELOP THE WEST VIRGINIA ALLIANCE FOR CREATIVE HEALTH SOLUTIONS AS A SUSTAINABLE PRACTICE-BASED RESEARCH NETWORK ADDRESSING HEALTH PRIORITIES, SUPPORTING PROVIDER RETENTION, AND FOSTERING HEALTH CARE LEADERS | $75,000 | |
| WEST VIRGINIA BEHAVIORAL HEALTHCARE PROVIDERS ASSOCIATION INC | |||||||
| 405 CAPITOL STREET SUITE 900 | CHARLESTON | WV | 25301 | PC | FOR EXPANDING THE CAPACITY AND REACH OF WEST VIRGINIA COMMUNITY MENTAL HEALTH CENTERS THROUGH TELE-MENTAL HEALTH SERVICE EXPANSION | $150,000 | |
| WEST VIRGINIA CENTER ON BUDGET AND POLICY INC | |||||||
| 8 CAPITOL STREET 4TH FLOOR | CHARLESTON | WV | 25301 | PC | FOR THE SIXTH ANNUAL SUMMER POLICY INSTITUTE | $7,500 | |
| WEST VIRGINIA COALITION FOR TECHNOLOGY-BASED ECONOMIC DEVELOPMENT INC | |||||||
| 1740 UNION CARBIDE DRIVE SUITE 4203 | SOUTH CHARLESTON | WV | 253032732 | PC | FOR THE TECHCONNECT WEST VIRGINIA LEADERSHIP, GROWTH, AND SUSTAINABILITY STRATEGY (OVER TWO YEARS) | $100,000 | |
| WEST VIRGINIA COMMUNITY DEVELOPMENT HUB INC | |||||||
| 424A SHREWSBURY ST | CHARLESTON | WV | 25301 | PC | FOR ANCHORING THE DEVELOPMENT OF LEADERSHIP, INNOVATION AND STRATEGIES IN WEST VIRGINIA'S COMMUNITY DEVELOPMENT FIELD THROUGH RURAL COMMUNITY COACHING, MULTI-LAYERED PROJECT IMPLEMENTATION, CATALYTIC NARRATIVE CHANGE AND CREATIVE COMMUNICATIONS STRATEGIES | $245,000 | |
| WEST VIRGINIA COMMUNITY DEVELOPMENT HUB INC | |||||||
| 424A SHREWSBURY ST | CHARLESTON | WV | 25301 | PC | TO CATALYZE INVESTMENTS INTO WEST VIRGINIA THROUGH FEDERAL GRANT APPLICANT AND GRANTEE COACHING; STRATEGIES TO ADDRESS STRUCTURAL BARRIERS TO FEDERAL FUNDING; AND INTENTIONAL ENGAGEMENT OF CRITICAL LOCAL AND REGIONAL PARTNERS | $125,000 | |
| WEST VIRGINIA HEALTH RIGHT INC | |||||||
| 1520 WASHINGTON STREET EAST | CHARLESTON | WV | 25311 | PC | TO EXPAND THE USE OF THE WEST VIRGINIA HEALTH RIGHT MOBILE UNIT TO PROVIDE MOBILE DENTAL AND EMERGENCY RESPONSE TO ADDRESS UNMET NEEDS RELATED TO COVID-19 | $130,000 | |
| WEST VIRGINIA KIDS COUNT FUND INC | |||||||
| ONE CREATIVE PLACE | CHARLESTON | WV | 25311 | PC | TO DEVELOP A COOPERATIVE APPROACH TO DATA COLLECTION AND ANALYSIS, COMMUNICATE THE IMPACT OF COVID-19 ON KIDS, ESTABLISH A STATEWIDE YOUTH ADVISORY COUNCIL, AND TO LEAD RACE, EQUITY, AND INCLUSION INITIATIVES | $150,000 | |
| WEST VIRGINIA NONPROFIT ASSOCIATION | |||||||
| PO BOX 1452 | LEWISBURG | WV | 24901 | PC | TO STRENGTHEN THE WEST VIRGINIA NONPROFIT ASSOCIATION AS A SECTOR LEADER THAT BRINGS VALUE TO ITS MEMBERS AND SERVES AS THE VOICE OF WEST VIRGINIA NONPROFITS | $122,000 | |
| WEST VIRGINIA ORAL HEALTH COALITION INC | |||||||
| PO BOX 11133 | CHARLESTON | WV | 25339 | PC | FOR ADVANCING BOTH THE WEST VIRGINIA STATE ORAL HEALTH PLAN AND COALITION WORKPLAN TO ADDRESS ORAL HEALTH DISPARITIES | $150,000 | |
| WEST VIRGINIA RURAL HEALTH ASSOCIATION | |||||||
| PO BOX 908 | BARBOURSVILLE | WV | 25504 | PC | FOR WORKFORCE DEVELOPMENT PROGRAMS FOCUSING ON DIVERSITY, EQUITY, AND INCLUSION; MENTAL HEALTH; SUICIDE PREVENTION; AND CONTINUING EDUCATION FOR VARIOUS HEALTHCARE DISCIPLINES | $125,000 | |
| WEST VIRGINIA UNIVERSITY FOUNDATION INC | |||||||
| ONE WATERFRONT PLACE PO BOX 1650 | MORGANTOWN | WV | 265071650 | PC | TO SUPPORT ADVANCING COMMUNITY LED PROJECTS IN COLLABORATION WITH UNIVERSITY FACULTY AND STUDENT TEAMS THROUGH EXPERIENTIAL LEARNING ACTIVITIES | $151,150 | |
| WEST VIRGINIA UNIVERSITY FOUNDATION INC | |||||||
| ONE WATERFRONT PLACE PO BOX 1650 | MORGANTOWN | WV | 265071650 | PC | FOR A STUDENT-CENTERED RURAL BUSINESS INCUBATOR | $155,000 | |
| WEST VIRGINIA UNIVERSITY FOUNDATION INC | |||||||
| ONE WATERFRONT PLACE PO BOX 1650 | MORGANTOWN | WV | 265071650 | PC | FOR CONTINUATION OF A MULTI-PHASE PROJECT THAT WILL IDENTIFY, SUPPORT, AND FUND EARLY LITERACY PROJECT PROPOSALS DESIGNED TO IMPROVE READING LEVELS OF YOUNG CHILDREN ACROSS WEST VIRGINIA | $400,000 | |
| WEST VIRGINIA UNIVERSITY FOUNDATION INC | |||||||
| ONE WATERFRONT PLACE PO BOX 1650 | MORGANTOWN | WV | 265071650 | PC | TO SUPPORT A SET OF DEMONSTRATION PROJECTS DESIGNED TO IMPROVE READING LEVELS OF HIGH-RISK YOUNG CHILDREN | $400,000 | |
| WEST VIRGINIA UNIVERSITY FOUNDATION INC | |||||||
| ONE WATERFRONT PLACE PO BOX 1650 | MORGANTOWN | WV | 265071650 | PC | TO SUPPORT THE COSTS OF IDENTIFICATION, PREPARATION, AND SUBMISSION OF HIGH-QUALITY FUNDING PROPOSALS FOR PRIORITY PROJECTS AND TO MEASURE PERFORMANCE INDICATORS FOR THE MON FOREST TOWNS INITIATIVE (OVER TWO YEARS) | $115,000 | |
| WEST VIRGINIA UNIVERSITY FOUNDATION INC | |||||||
| ONE WATERFRONT PLACE PO BOX 1650 | MORGANTOWN | WV | 265071650 | PC | FOR THE APPALACHIAN VISION OUTREACH PROGRAM PARTNERSHIP TO PROVIDE NEEDED VISION SCREENINGS TO OPTIMIZE VISION HEALTH | $100,000 | |
| WEST VIRGINIA UNIVERSITY FOUNDATION INC | |||||||
| ONE WATERFRONT PLACE PO BOX 1650 | MORGANTOWN | WV | 265071650 | PC | FOR A COHORT-BASED PROJECT THAT ENABLES KINDERGARTEN AND FIRST GRADE TEACHERS TO ACQUIRE LITERACY EDUCATION MASTERS DEGREES AND READING SPECIALIST CERTIFICATIONS | $121,500 | |
| WEST VIRGINIANS FOR AFFORDABLE HEALTH CARE | |||||||
| 600 LEON SULLIVAN WAY SUITE 215 | CHARLESTON | WV | 25301 | PC | TO PROVIDE INFORMATION AND COORDINATION ON CRITICAL HEALTHCARE ISSUES FOR CONSUMERS AND ORGANIZATIONS, INCLUDING HEALTH CARE PROVIDERS, PAYERS, EDUCATION AND FAITH COMMUNITIES, POLICYMAKERS, AND ADVOCATES | $150,000 | |
| WESTMORELAND INTERMEDIATE UNIT | |||||||
| 102 EQUITY DRIVE | GREENSBURG | PA | 15601 | PC | FOR ONLINE COURSEWORK ALIGNED WITH WEST VIRGINIA READY GRADUATE SKILLS AND ATTRIBUTES | $40,000 | |
| WHEELING HEALTH RIGHT INC | |||||||
| 61 29TH STREET | WHEELING | WV | 26003 | PC | TO EXPAND PROFESSIONAL SERVICES TO MEET THE GROWING DEMAND FOR DENTAL SERVICES AMONG THE UNINSURED AND UNDERINSURED | $125,000 | |
| WILLIAMSON HEALTH & WELLNESS CENTER INC | |||||||
| PO BOX 2080 | WILLIAMSON | WV | 25661 | PC | TO LAUNCH A CENTER OF EXCELLENCE THAT WILL EXEMPLIFY AND SHARE BEST PRACTICES IN INTEGRATED RURAL HEALTH CARE (OVER THREE YEARS) | $100,000 | |
| WOMEN FOR ECONOMIC AND LEADERSHIP DEVELOPMENT | |||||||
| 752 N STATE STREET 398 | WESTERVILLE | OH | 43082 | PC | FOR THE GOVERNMENT BOARDS AND COMMISSIONS GOVERNANCE SKILLS CERTIFICATION PROGRAM AIMED AT ATTRACTING MORE WEST VIRGINIA WOMEN AND WOMEN OF COLOR FOR SERVICE ON BOARDS AND COMMISSIONS | $10,000 | |
| WOODLANDS DEVELOPMENT GROUP INC | |||||||
| 316 RAILROAD AVE SUITE 310 | ELKINS | WV | 26241 | PC | TO EXPAND LOCAL AND STATE INVESTMENT IN COMMUNITY-BASED REAL ESTATE PROJECTS AND ENTREPRENEURIAL DEVELOPMENT (OVER TWO YEARS) | $125,000 | |
| WV PERINATAL PARTNERSHIP INC | |||||||
| 1018 KANAWHA BOULEVARD E SUITE 1100 | CHARLESTON | WV | 25301 | PC | TO DEVELOP A WEST VIRGINIA BREASTFEEDING INSTITUTE TO PROMOTE BREASTFEEDING AS A PUBLIC HEALTH PRIORITY AND IMPROVE THE HEALTH AND WELL-BEING OF WEST VIRGINIANS (OVER TWO YEARS) | $100,000 | |
| WV VOAD | |||||||
| PO BOX 178 | WILLIAMSON | WV | 25661 | PC | TO PROVIDE RECOVERY SUPPORTS FOR INDIVIDUALS AND FAMILIES IMPACTED BY A SERIES OF FLOODING EVENTS FROM FEBRUARY THROUGH JULY 2021 IN WEST VIRGINIA | $150,000 | |
| WV VOAD | |||||||
| PO BOX 178 | WILLIAMSON | WV | 25661 | PC | FOR DISASTER RESPONSE SUPPLIES TO HELP IMPACTED RESIDENTS RETURN TO SANITARY LIVING CONDITIONS DUE TO THE FEBRUARY - MARCH 2021 FLOODS | $10,000 | |
| WVMA EDUCATIONAL FUND INC | |||||||
| PO BOX 2558 | FAIRMONT | WV | 26554 | PC | TO ADVANCE MANUFACTURING EDUCATION THROUGH SCHOOL-BUSINESS PARTNERSHIPS | $187,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,584,095 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| APPALACHIAN FOREST NATIONAL HERITAGE AREA | |||||||
| PO BOX 1206 | ELKINS | WV | 26241 | PC | TO EXPAND REGIONAL ACTIVITIES PROMOTING THE CREATIVE ECONOMY IN THE APPALACHIAN FOREST HERITAGE AREA AND SURROUNDING COUNTIES TO GROW TOURISM AND IMPROVE COMMUNITIES (OVER TWO YEARS) | $35,000 | |
| CHILDREN'S MUSEUM OF PITTSBURGH | |||||||
| 10 CHILDRENS WAY | PITTSBURGH | PA | 15212 | PC | TO ESTABLISH THE MUSEUM LEARNING LAB RESEARCH FUND TO CONDUCT ACTION RESEARCH AND OFFER RESEARCH/EVALUATION CONSULTATION AS A FEE-FOR-SERVICE REVENUE GENERATOR (OVER TWO YEARS) | $100,000 | |
| COALFIELD DEVELOPMENT CORPORATION | |||||||
| 2923 PARK AVE | HUNTINGTON | WV | 25704 | PC | FOR LEVERAGING PUBLIC AND PRIVATE FUNDING TO DEVELOP A NEW COMMERCIAL BASE IN RECYCLING, REUSE, AND BIO-BASED MANUFACTURING WHICH DIRECTLY EMPLOYS LOW-INCOME PEOPLE (OVER TWO YEARS) | $175,000 | |
| FRIENDS OF THE CHEAT INC | |||||||
| 1343 NORTH PRESTON HIGHWAY | KINGWOOD | WV | 26537 | PC | FOR THE MOUNTAINEER TRAIL NETWORK RECREATION AUTHORITY TO FORMALLY LAUNCH THE MOUNTAINEER TRAIL NETWORK AS A COLLECTION OF NON-MOTORIZED TRAILS PROMOTING OUTDOOR RECREATION TOURISM (OVER THREE YEARS) | $69,960 | |
| FUTURE OF NURSING WEST VIRGINIA | |||||||
| 100 ASSOCIATION DRIVE | CHARLESTON | WV | 25311 | PC | TO DEVELOP THE WEST VIRGINIA NURSE ENTREPRENEUR CENTER TO CREATE NURSE BUSINESSES THAT INCREASE ECONOMIC DEVELOPMENT AND IMPROVE THE HEALTH OF WEST VIRGINIANS (OVER TWO YEARS) | $64,000 | |
| GENERATION WEST VIRGINIA | |||||||
| 601 MORRIS STREET SUITE 205 | CHARLESTON | WV | 25301 | PC | TO LEAD A COMMUNITY-BASED STRATEGY TO INCREASE BROADBAND CONNECTIVITY IN THE STATE (OVER THREE YEARS) | $200,000 | |
| GENERATION WEST VIRGINIA | |||||||
| 601 MORRIS STREET SUITE 205 | CHARLESTON | WV | 25301 | PC | FOR EXPANDING THE IMPACT OF THE NETWORK OF LOCAL CHAPTERS BY LEVERAGING STATEWIDE RELATIONSHIPS TO CONNECT MORE YOUNG PEOPLE WITH EMPLOYMENT, LEADERSHIP POSITIONS, AND NECESSARY COMMUNITY SERVICES NEEDED TO STAY IN OR MOVE TO WEST VIRGINIA (OVER 2YRS) | $50,000 | |
| GENERATION WEST VIRGINIA | |||||||
| 601 MORRIS STREET SUITE 205 | CHARLESTON | WV | 25301 | PC | FOR INCREASING LOCAL CAPACITY TO SECURE FEDERAL BROADBAND FUNDS (OVER THREE YEARS) | $250,000 | |
| GLENVILLE STATE UNIVERSITY | |||||||
| 200 HIGH STREET | GLENVILLE | WV | 26351 | PC | TO LAUNCH A CYBERSECURITY CERTIFICATION PROGRAM AND TRAINING FACILITY FOR UNEMPLOYED AND UNDEREMPLOYED ADULTS (OVER THREE YEARS) | $79,000 | |
| HIGH ROCKS EDUCATIONAL CORPORATION | |||||||
| 195 THOMPSON ROAD | HILLSBORO | WV | 24946 | PC | FOR THE WEST VIRGINIA JOBS NETWORK TO SUPPORT AND MATCH EMPLOYERS AND JOB SEEKERS TO RECRUIT AND RETAIN HOMEGROWN TALENT (OVER THREE YEARS) | $57,980 | |
| MARSHALL COUNTY FAMILY RESOURCE NETWORK INC | |||||||
| 1501 2ND ST | MOUNDSVILLE | WV | 26041 | PC | FOR THE APPALACHIAN INNOVATION COLLECTIVE TO PROVIDE LEADERSHIP AND ORGANIZATIONAL DEVELOPMENT SERVICES TO IMPROVE THE CAPACITY AND QUALITY OF NONPROFIT ORGANIZATIONS AND THEIR LEADERS (OVER TWO YEARS) | $105,000 | |
| MARSHALL UNIVERSITY RESEARCH CORPORATION | |||||||
| ONE JOHN MARSHALL DRIVE | HUNTINGTON | WV | 257550002 | PC | FOR A WHOLE OF SCHOOL APPROACH TO IMPLEMENT AN INNOVATIVE PROGRAM THAT BUILDS YOUTH LEADERSHIP AND DELIVERS COORDINATED CARE TO HIGH-RISK YOUTH IN SCHOOL (OVER TWO YEARS) | $100,000 | |
| MOUNTAINEER FOOD BANK INC | |||||||
| 484 ENTERPRISE DRIVE | GASSAWAY | WV | 26624 | PC | FOR A MORE RESILIENT AND EFFICIENT FOOD SUPPLY CHAIN MODEL IN WEST VIRGINIA (OVER TWO YEARS) | $100,000 | |
| PARTNER COMMUNITY CAPITAL INC | |||||||
| PO BOX 839 | CHARLES TOWN | WV | 25414 | PC | AS MATCHING FUNDS FOR A U.S. ECONOMIC DEVELOPMENT ADMINISTRATION CARES ACT GRANT TO DEPLOY EMERGENCY LOANS AND TECHNICAL ASSISTANCE TO BUSINESSES AND NONPROFIT ENTERPRISES IMPACTED BY COVID-19 (OVER THREE YEARS) | $200,000 | |
| PARTNER COMMUNITY CAPITAL INC | |||||||
| PO BOX 839 | CHARLES TOWN | WV | 25414 | PC | FOR THE SOLAR FINANCE FUND WHICH WILL SUPPORT PROJECTS ACROSS CENTRAL APPALACHIA WITH A GOAL OF ADVANCING SOLAR SECTOR DEVELOPMENT AND THE TRANSITION TO A NEW ENERGY ECONOMY IN THE REGION (OVER THREE YEARS) | $100,000 | |
| PENNSYLVANIA STATE UNIVERSITY PHILANTHROPIC FUND | |||||||
| 408 OLD MAIN | UNIVERSITY PARK | PA | 16802 | PC | FOR THE READINESS INSTITUTE, A COLLABORATION OF EDUCATION, INDUSTRY, AND COMMUNITY PARTNERS THAT PREPARES SOUTHWESTERN PENNSYLVANIA HIGH SCHOOLERS WITH THE SKILLS, ATTITUDES, AND VALUES NEEDED TO BE FUTURE-READY (OVER TWO YEARS) | $50,000 | |
| STEPPING STONES INC | |||||||
| PO BOX 539 | LAVALETTE | WV | 25535 | PC | TO PROVIDE A CAREER PREPARATION PROGRAM FOR CURRENT AND FORMER FOSTER YOUTH (OVER TWO YEARS) | $81,000 | |
| THE PITTSBURGH TRUST FOR CULTURAL RESOURCES | |||||||
| 803 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | PC | FOR THE REFURBISHMENT OF THE BENEDUM AND STANLEY MARQUEES (OVER TWO YEARS) | $500,000 | |
| UNIVERSITY OF PITTSBURGH | |||||||
| 128 N CRAIG STREET 1ST FLOOR PARK | PITTSBURGH | PA | 15213 | PC | FOR CONVENING, RESEARCH, AND COMMUNICATIONS ACTIVITIES RELATED TO A RANGE OF SOCIAL POLICY ISSUES (OVER TWO YEARS) | $50,000 | PLAZA |
| WEST VIRGINIA COALITION FOR TECHNOLOGY-BASED ECONOMIC DEVELOPMENT INC | |||||||
| 1740 UNION CARBIDE DRIVE SUITE 4203 | SOUTH CHARLESTON | WV | 253032732 | PC | FOR THE TECHCONNECT WEST VIRGINIA LEADERSHIP, GROWTH, AND SUSTAINABILITY STRATEGY (OVER TWO YEARS) | $100,000 | |
| WEST VIRGINIA FOOD AND FARM COALITION | |||||||
| 3820 MACCORKLE AVE SE | CHARLESTON | WV | 25304 | PC | FOR MATCHING FUNDS TO WORK WITH WEST VIRGINIAS VALUE-ADDED PRODUCT MAKERS TO CREATE A PATH FOR DISTRIBUTION TO METROPOLITAN MARKETS IN THE MID-ATLANTIC REGION (OVER TWO YEARS) | $250,000 | |
| WEST VIRGINIA UNIVERSITY FOUNDATION INC | |||||||
| ONE WATERFRONT PLACE PO BOX 1650 | MORGANTOWN | WV | 265071650 | PC | TO SUPPORT DOWNTOWN REDEVELOPMENT ACTIVITIES IN TEN MON FOREST TOWNS IN COLLABORATION WITH MULTIPLE PARTNER ORGANIZATIONS (OVER THREE YEARS) | $200,000 | |
| WEST VIRGINIA UNIVERSITY FOUNDATION INC | |||||||
| ONE WATERFRONT PLACE PO BOX 1650 | MORGANTOWN | WV | 265071650 | PC | TO SUPPORT THE COSTS OF IDENTIFICATION, PREPARATION, AND SUBMISSION OF HIGH-QUALITY FUNDING PROPOSALS FOR PRIORITY PROJECTS AND TO MEASURE PERFORMANCE INDICATORS FOR THE MON FOREST TOWNS INITIATIVE (OVER TWO YEARS) | $95,000 | |
| WEST VIRGINIA UNIVERSITY RESEARCH CORPORATION | |||||||
| 886 CHESTNUT RIDGE ROAD P O BOX | MORGANTOWN | WV | 265066845 | SO II | TO PROVIDE A PEDIATRIC OBESITY AND COMORBIDITIES PROGRAM ADDRESSING INSULIN RESISTANCE WITH SCALABLE METHODS | $50,000 | 6845 |
| WILLIAMSON HEALTH & WELLNESS CENTER INC | |||||||
| PO BOX 2080 | WILLIAMSON | WV | 25661 | PC | TO LAUNCH A CENTER OF EXCELLENCE THAT WILL EXEMPLIFY AND SHARE BEST PRACTICES IN INTEGRATED RURAL HEALTH CARE (OVER THREE YEARS) | $200,000 | |
| WOODLANDS DEVELOPMENT GROUP INC | |||||||
| 316 RAILROAD AVE SUITE 310 | ELKINS | WV | 26241 | PC | TO EXPAND LOCAL AND STATE INVESTMENT IN COMMUNITY-BASED REAL ESTATE PROJECTS AND ENTREPRENEURIAL DEVELOPMENT (OVER TWO YEARS) | $100,000 | |
| WV PERINATAL PARTNERSHIP INC | |||||||
| 1018 KANAWHA BOULEVARD E SUITE 1100 | CHARLESTON | WV | 25301 | PC | TO DEVELOP A WEST VIRGINIA BREASTFEEDING INSTITUTE TO PROMOTE BREASTFEEDING AS A PUBLIC HEALTH PRIORITY AND IMPROVE THE HEALTH AND WELL-BEING OF WEST VIRGINIANS (OVER TWO YEARS) | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,461,940 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDED GRANTS | Desc |
| Related Or Exempt Function Incm | $20,038 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,371 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $817,654 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,912,128 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNRELATED BUSINESS INCOME | Desc |
| Business | 900003 | BusinessCd |
| Unrelated Business Taxbl Incm | $885,140 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$885,140 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $885,140 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,847,013 | ExclusionAmt |
| Related Or Exempt Function Incm | $20,038 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,752,191 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | INCOME RECOGNIZED UPON RECEIPT OF REFUNDS OF GRANTS WHICH WERE PREVIOUSLY REPORTED AS QUALIFYING DISTRIBUTIONS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT/TAX SERVICES | CategoryTxt |
| Amt | $52,328 | Amt |
| Net Investment Income | $3,074 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $48,796 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|
| ALMONO LP | ||||||||
| REED SMITH CENTRE 225 FIFTH AVENUE | PITTSBURGH | PA | 15222 | 2001-03-13 | $5,199,439 | PROGRAM RELATED INVESTMENT: FOR $1 MILLION PLUS CLOSING AND OPERATING EXPENSES TO PURCHASE LTV BROWNFIELD SITE IN HAZELWOOD | $5,199,439 | VARIOUS DATES - SEE GENERAL EXPLANATION FOR DATES OF REPORTS |
| ALMONO LP | ||||||||
| REED SMITH CENTRE 225 FIFTH AVENUE | PITTSBURGH | PA | 15222 | 2013-03-11 | $1,000,000 | PROGRAM RELATED INVESTMENT: TO SUPPORT CONTINUED DEVELOPMENT OF THE LTV BROWNFIELD SITE AND RELATED EXPENSES | $1,000,000 | VARIOUS DATES - SEE GENERAL EXPLANATION FOR DATES OF REPORTS |
| STRATEGIC INVESTMENT FUND PARTNERS A LIMITED PARTNERSHIP | ||||||||
| 11 STANWIX STREET 17TH FLOOR | PITTSBURGH | PA | 15222 | 2001-09-11 | $2,470,000 | PROGRAM RELATED INVESTMENT: MAKE REAL ESTATE INVESTMENTS IN DEPRESSED AREAS OF SOUTHWESTERN PENNSYLVANIA | $2,470,000 | VARIOUS DATES - SEE GENERAL EXPLANATION FOR DATES OF REPORTS |
| POWER OF 32 SITE DEVELOPMENT FUND | ||||||||
| 11 STANWIX STREET 17TH FLOOR | PITTSBURGH | PA | 15222 | 2014-03-11 | $1,000,000 | PROGRAM RELATED INVESTMENT IN THE POWER OF 32 SITE DEVELOPMENT FUND PARTNERS, LLP | $1,000,000 | VARIOUS DATES - SEE GENERAL EXPLANATION FOR DATES OF REPORTS |
| CADCO FOUNDATION DBA CHARLESTON AREA ALLIANCE | ||||||||
| 1116 SMITH STREET | CHARLESTON | WV | 25301 | 2019-11-27 | $362,827 | TO SUPPORT THE DEVELOPMENT OF ENTREPRENEURIAL STARTUPS AND EXPANSIONS IN TARGETED EMERGING INDUSTRY SECTORS | $362,827 | 9/11/20; 9/20/21 |
| HERITAGE FARM FOUNDATION | ||||||||
| 3300 HARVEY ROAD | HUNTINGTON | WV | 25704 | 2019-12-17 | $52,100 | TO DEVELOP, IN PARTNERSHIP WITH MARSHALL UNIVERSITY, DIGITAL FIELD TRIPS AND DIGITAL RESOURCES THAT WILL BE AVAILABLE TO ALL WEST VIRGINIA STUDENTS AND TEACHERS | $52,100 | 6/22/20; 8/11/21 |
| FOUNDATION FOR APPALACHIAN KENTUCKY INC | ||||||||
| 420 MAIN STREET | HAZARD | KY | 41701 | 2021-12-20 | $65,000 | FOR THE APPALACHIA FUNDERS NETWORK TO ACCELERATE AN EQUITABLE APPALACHIAN TRANSITION BY CONVENING AND CONNECTING FUNDERS FOR LEARNING, ANALYSIS, AND COLLABORATION; INCREASING INVESTMENTS IN THE REGION; AND SUPPORTING SECTOR-FOCUSED GROUPS | $65,000 | 12/20/21 |
| THE WEST VIRGINIA CHAMBER FOUNDATION | ||||||||
| 1624 KANAWHA BLVD E | CHARLESTON | WV | 25311 | 2021-09-21 | $180,000 | TO RELAUNCH JOBS FOR WEST VIRGINIA'S GRADUATES IN LOGAN AND MCDOWELL COUNTIES TO INCREASE GRADUATION RATES AND PROVIDE SUPPORT IN POSTSECONDARY TRANSITIONS | $180,000 | 7/25/22 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt | IdentifierIdentifierTxt |
|---|---|---|
| PART VII-B, LINE 5C | DATES OF REPORTS BY GRANTEEALMONO, LP - DATE OF GRANT: 03/13/01DATES OF REPORTS BY GRANTEE: 2/12/01; 4/2/03; 4/12/04; 8/30/04;9/24/04; 4/13/05; 8/9/05; 4/3/06; 8/8/06; 4/21/07; 4/11/08; 4/14/09; 9/21/10; 9/26/11; 9/26/12; 8/19/13; 7/24/14; 11/7/14; 4/23/15; 5/25/15; 5/9/16; 9/8/16; 9/1/17; 7/2/18; 8/7/18; 9/19/18; 7/22/19; 7/23/19; 7/8/20; 9/2/21; 9/15/22ALMONO, LP - DATE OF GRANT: 03/11/13DATES OF REPORTS BY GRANTEE: 7/24/14; 11/17/14; 4/23/15; 5/25/15; 5/9/16; 9/8/16; 9/1/17; 7/2/18 ;8/7/18; 9/19/18; 7/22/19; 7/23/19; 7/8/20; 9/2/21; 9/15/22STRATEGIC INVESTMENT FUND PARTNERS, A LIMITED PARTNERSHIP - DATE OF GRANT: 09/11/01DATES OF REPORTS BY GRANTEE: 7/26/01; 2/4/02; 5/15/02; 1/9/03; 2/10/03; 3/14/03; 3/10/04; 9/27/04; 10/25/04; 4/7/05; 4/10/06; 5/8/06; 8/1/06; 4/20/07; 4/26/07; 4/8/08; 4/6/09; 4/5/10; 3/29/11; 3/28/12; 3/26/13; 3/26/14; 4/13/15; 4/13/16; 4/4/17; 4/13/18; 5/23/19; 7/11/19; 8/5/19; 4/20/20; 3/30/21; 4/25/22POWER OF 32 SITE DEVELOPMENT FUND - DATE OF GRANT: 03/11/14DATES OF REPORTS BY GRANTEE: 11/25/14; 4/21/15; 4/27/15; 4/9/16; 4/13/16; 4/17/17; 4/13/18; 5/10/18; 5/31/18; 8/14/18; 4/10/19; 7/11/19; 4/14/20; 4/14/21; 4/21/22 | |
| DIRECT CHARITABLE ACTIVITIES - PART VIII-A | FOUNDATION STAFF ENGAGED IN VARIOUS ACTIVITIES TO ADVANCE THE GOALS OF THE FOUNDATION'S GRANTS PROGRAM. A REPRESENTATIVE SAMPLE INCLUDES:- ASSISTING NONPROFIT ENTITIES IN CREATING PARTNERSHIPS AND PROJECTS ELIGIBLE FOR FUNDING UNDER THE FEDERAL POWER PROGRAM TO ASSIST COAL IMPACTED COMMUNITIES.- CONTINUING TO SERVE ON REGIONAL BOARDS AND INVESTMENT COMMITTEES ADVANCING ECONOMIC DEVELOPMENT IN SOUTHWESTERN PA, INCLUDING THE STRATEGIC INVESTMENT FUND, POWER OF 32 SITE DEVELOPMENT FUND, REGIONAL INDUSTRIAL DEVELOPMENT CORPORATION, AND ALMONO LLC.- ASSISTING VARIOUS HEALTH INTERMEDIARY ORGANIZATIONS WHICH ARE FOUNDATION GRANTEES IN POLICY PLANNING ACTIVITIES.- ASSISTING NONPROFIT ENTITIES IN CREATING PARTNERSHIPS AND PROJECTS ELIGIBLE FOR FEDERAL FUNDING UNDER HRSA, USDA AND EDA.- SERVING IN VARIOUS ROLES TO SUPPORT THE APPALACHIAN FUNDERS NETWORK, A COLLABORATION OF VARIOUS FOUNDATIONS WHICH MAKE GRANTS IN APPALACHIA.- SERVING THE REMAKE LEARNING COUNCIL TO ADVANCE INNOVATION IN THE EDUCATIONAL SYSTEMS OF WEST VIRGINIA AND SOUTHWESTERN PA.- SERVING THE INSTITUTE OF POLITICS AT THE UNIVERSITY OF PITTSBURGH TO ADVANCE REGIONAL COLLABORATION AROUND RELEVANT AND TIMELY POLICY ISSUES. | |
| PART VII, LINE 1 | 1. ESTIMATED TIME NECESSARY TO REVIEW AND STUDY MATERIALS SUBMITTED BY STAFF PRIOR TO MEETINGS, TO CONSULT WITH STAFF, TO ATTEND MEETINGS OF THE BOARD OF TRUSTEES AND COMMITTEES OF THE BOARD OF WHICH THE TRUSTEE WAS A MEMBER, AND TO CARRY OUT SUCH OTHER DUTIES NORMAL TO THE POSITION OF TRUSTEE.2. ANNUAL FEE PLUS PER DIEM FEES PAID FOR ATTENDANCE AT MEETINGS OF THE BOARD OF TRUSTEES AND COMMITTEES OF THE BOARD.3. ESTIMATED TIME NECESSARY TO PERFORM THE DUTIES OF A TRUSTEE DESCRIBED IN NOTE (1) ABOVE, AS WELL AS THOSE OF THE OFFICE OF THE CHAIRMAN AS PRESCRIBED BY THE BY-LAWS AND APPLICABLE LAWS AND REGULATIONS.4. SALARIES PAID FOR SERVICES RENDERED AS OFFICERS OF THE FOUNDATION.5. TRUSTEES EMERITI AND HONORARY TRUSTEE DO NOT RECEIVE AN ANNUAL FEE, BUT ARE ENTITLED TO PER DIEM FEES FOR ATTENDANCE AT BOARD AND COMMITTEE MEETINGS.6. OTHER BENEFITS INCLUDE HEALTH, VISION, DENTAL, LIFE INSURANCE, RETIREMENT CONTRIBUTIONS, AND OTHER TAXABLE FRINGE BENEFITS.7. ANNUAL FEE PLUS PER DIEM FEES PAID FOR ATTENDANCE AT MEETINGS OF THE INVESTMENT COMMITTEE. | OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERS AND THEIR COMPENSATION |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (88 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LEEDS NOVAMARK | FMV | $2,549,117 | $2,549,117 |
| ADAMS CAPITAL MANAGEMENT III, L.P. | FMV | $5,412 | $5,412 |
| ADAMS CAPITAL MANAGEMENT IV, L.P. | FMV | $1,391,275 | $1,391,275 |
| ADAMS CAPITAL MANAGEMENT, L.P. | FMV | $21,228 | $21,228 |
| AVANTI STRATEGIC LAND INVESTORS, III (PASSIVE), L.P. | FMV | $965 | $965 |
| AVANTI STRATEGIC LAND INVESTORS, III (ACTIVE), L.P. | FMV | $1,929 | $1,929 |
| APOLLO EUROPEAN PRINCIPAL FINANCE FUND II | FMV | $227,295 | $227,295 |
| APOLLO OFFSHORE ENERGY OPPORTUNITY FUND | FMV | $99,237 | $99,237 |
| APOLLO EUROPEAN PRINCIPAL FINANCE FUND III | FMV | $1,438,386 | $1,438,386 |
| AVENUE ENERGY OPPORTUNITY FUND | FMV | $1,538,399 | $1,538,399 |
| AXIOM ASIA PRIVATE CAP | FMV | $287,984 | $287,984 |
| AXIOM ASIA PRIVATE CAPITAL FD II | FMV | $1,002,900 | $1,002,900 |
| AXIOM ASIA III | FMV | $3,543,489 | $3,543,489 |
| BIRCHMERE VENTURES III, L.P. | FMV | $8,958 | $8,958 |
| CA RESOURCE SERIES BAIN X CORE | FMV | $680,455 | $680,455 |
| CA RESOURCES- SERIES X BAIN CO-INVESTMENT | FMV | $2 | $2 |
| CARMEL PTR INVESTMENT FUND III LP | FMV | $476,840 | $476,840 |
| COMMONFUND INTL. EQUITY PTNS. VI | FMV | $296,503 | $296,503 |
| COMMONFUND VENTURE PTNS. VII | FMV | $358,619 | $358,619 |
| COMMONFUND VENTURE PTNS. VIII | FMV | $1,019,780 | $1,019,780 |
| COMMONFUND CAPITAL INTERNATIONAL PARTNERS VII | FMV | $2,616,177 | $2,616,177 |
| COMMONFUND CAPITAL VENTURE IX, LP | FMV | $4,392,029 | $4,392,029 |
| COMMONFUND CAPITAL VENTURE PARTNERS X, LP | FMV | $5,602,536 | $5,602,536 |
| COMMONFUND CAPITAL VENTURE PARTNERS XI, LP | FMV | $5,770,217 | $5,770,217 |
| COMMUNFUND NATURAL RESOURCES IX | FMV | $2,499,246 | $2,499,246 |
| COMMUNFUND NATURAL RESOURCES X | FMV | $2,409,710 | $2,409,710 |
| COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VIII | FMV | $2,592,739 | $2,592,739 |
| COMMONFUND CAPITAL INTERNATIONAL PARTNERS VIII | FMV | $2,183,069 | $2,183,069 |
| COMMONFUND EMERGING MARKETS 2013 | FMV | $4,479,834 | $4,479,834 |
| COMMONFUND PRIVATE EQUITY IX, LP | FMV | $3,855,317 | $3,855,317 |
| CP INVESTMENT IV | FMV | $192,249 | $192,249 |
| CP INVESTMENT V | FMV | $2,104,098 | $2,104,098 |
| EIIRC MULT-FAMILY FUND 2013 LLC | FMV | $1,724,161 | $1,724,161 |
| FLAG PRIVATE EQUITY III, L.P. | FMV | $357,040 | $357,040 |
| FLAG VENTURE PARTNERS V | FMV | $396,873 | $396,873 |
| FLAG VENTURE PARTNERS VI | FMV | $877,251 | $877,251 |
| GALEN PARTNERS III, L.P. | FMV | $13,832 | $13,832 |
| KEYHAVEN CAPITAL I, L.P. | FMV | $61,173 | $61,173 |
| KEYHAVEN CAPITAL II, L.P. | FMV | $209,052 | $209,052 |
| KEYHAVEN SECONDARIES FUND | FMV | $475,546 | $475,546 |
| KIH VI (SERIES VC) | FMV | $520,189 | $520,189 |
| KIH VI (SERIES VXM) | FMV | $316,591 | $316,591 |
| KNIGHTSBRIDGE INTEGRATED HOLDINGS V, L.P. | FMV | $96,362 | $96,362 |
| KNIGHTS. VENTURE VII | FMV | $2,752,184 | $2,752,184 |
| LONE STAR FUND V, L.P. | FMV | $38,220 | $38,220 |
| LONESTAR FUND IV | FMV | $6,479 | $6,479 |
| LONESTAR FUND VI | FMV | $148,689 | $148,689 |
| LONE STAR VII | FMV | $6,518 | $6,518 |
| LONE STAR VIII | FMV | $418,689 | $418,689 |
| LONE STAR IX | FMV | $575,606 | $575,606 |
| LONE STAR X | FMV | $1,125,196 | $1,125,196 |
| MADISON DEARBORN CAPITAL PARTNERS V-C, L.P. | FMV | $107,763 | $107,763 |
| METROPOLITAN REAL ESTATE | FMV | $812,742 | $812,742 |
| MORGAN STANLEY PRIVATE EQUITY ASIA | FMV | $14,378 | $14,378 |
| MORGAN STANLEY PRIVATE EQUITY ASIA III | FMV | $2,323,035 | $2,323,035 |
| MORGAN STANLEY PRIVATE EQUITY ASIA IV | FMV | $1,435,049 | $1,435,049 |
| OCM OPPORTUNITIES FUND VII | FMV | $16,113 | $16,113 |
| OCM OPPORT. FUND VIIB LP | FMV | $1,736 | $1,736 |
| OCM EMERGING MARKETS OPPT FUND | FMV | $153,600 | $153,600 |
| OAKTREE OPPORTUNITY VIII | FMV | $20,762 | $20,762 |
| OAKTREE OPPORTUNITIES FUND VIIIB | FMV | $372,478 | $372,478 |
| OAKTREE OPPORTUNITIES FUND IX | FMV | $1,578,723 | $1,578,723 |
| OAKTREE OPPORTUNITIES FUND X | FMV | $792,779 | $792,779 |
| OAKTREE OPPORTUNITIES FUND XB, LP | FMV | $1,716,438 | $1,716,438 |
| RCP V | FMV | $24,523 | $24,523 |
| RCP FUND VI LP | FMV | $242,340 | $242,340 |
| RCP FUND VII | FMV | $605,160 | $605,160 |
| RCP VIII | FMV | $1,024,787 | $1,024,787 |
| RCP IX | FMV | $1,106,233 | $1,106,233 |
| RCP X | FMV | $1,194,148 | $1,194,148 |
| SPUR VENTURES II | FMV | $954,715 | $954,715 |
| VINTAGE VI OFFSHORE | FMV | $531,958 | $531,958 |
| WLR RECOVERY II | FMV | $2,166 | $2,166 |
| WLR RECOVERY III | FMV | $6,202 | $6,202 |
| WLR RECOVERY IV | FMV | $39,753 | $39,753 |
| WLR V | FMV | $735,593 | $735,593 |
| YORKTOWN ENERGY PARTNERS VII, L.P. | FMV | $232,935 | $232,935 |
| YORKTOWN ENERGY PARTNERS VIII | FMV | $587,588 | $587,588 |
| YORKTOWN ENERGY PARTNERS IX | FMV | $684,535 | $684,535 |
| YORKTOWN ENERGY PARTNERS X | FMV | $707,614 | $707,614 |
| AXIOM ASIA IV | FMV | $3,033,061 | $3,033,061 |
| CP INVESTMENT FUND VI, L.P | FMV | $1,904,335 | $1,904,335 |
| YORKTOWN ENERGY PARTNERS XI | FMV | $1,271,053 | $1,271,053 |
| LUXOR CAPITAL OFFSHORE | FMV | $39,516 | $39,516 |
| MOON CAPITAL GLOBAL EQUITY OFFSHORE | FMV | $68,003 | $68,003 |
| PENNANT WINDWARD | FMV | $375,301 | $375,301 |
| ROYSTONE | FMV | $18,342 | $18,342 |
| AGILITY COMPREHENSIVE SOLUTIONS FUND LP | FMV | $373,822,874 | $373,822,874 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LEGAL FEES- NON-INVESTMENT RELATED | $17,969 | $0 | $0 | $17,969 |
| LEGAL FEES- INVESTMENT RELATED | $1,301 | $1,132 | $0 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (7 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INVESTMENT INCOME | $2,013 | $2,213 | $2,213 |
| PROGRAM-RELATED INVESTMENT: ALMONO LP | $3,793,667 | $5,199,439 | $5,199,439 |
| PROGRAM-RELATED INVESTMENT: ALMONO II LP | $1,000,000 | $1,000,000 | $1,000,000 |
| PROGRAM-RELATED INVESTMENT: SIF 2001 | $2,247,000 | $2,247,000 | $2,247,000 |
| PROGRAM-RELATED INVESTMENT: POWER OF 32 | $1,000,000 | $1,000,000 | $1,000,000 |
| PROGRAM-RELATED INVESTMENT: THE CENTER FOR RURAL HEALTH DEVELOPMENT, INC. | $250,000 | $250,000 | $250,000 |
| PROGRAM-RELATED INVESTMENT: MARSHALL UNIVERSITY RESEARCH CORPORATION | $0 | $205,617 | $205,617 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ANNUAL REPORT | $76,995 | $0 | $0 | $76,995 |
| OFFICE SUPPLIES | $2,372 | $139 | $0 | $2,212 |
| OFFICE EXPENSE | $26,763 | $1,573 | $0 | $24,957 |
| POSTAGE | $1,696 | $100 | $0 | $1,582 |
| TELEPHONE | $18,009 | $1,058 | $0 | $16,793 |
| MAINTENANCE CONTRACTS | $23,940 | $1,407 | $0 | $22,324 |
| COMPUTER SOFTWARE AND ACCESSORIES | $53,383 | $3,136 | $0 | $49,779 |
| MEMBERSHIP AND FEES | $1,227 | $72 | $0 | $1,144 |
| GENERAL AND ADMINISTRATIVE | $34,691 | $1,951 | $0 | $32,448 |
| INSURANCE | $30,332 | $1,782 | $0 | $28,285 |
| LOSS ON DISPOSAL OF ASSETS | $510 | $0 | $0 | $0 |
| FLOWTHROUGH FROM PARTNERSHIPS | $0 | $4,988,866 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (86 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN EXCHANGE GAIN/LOSS FROM PARTNERSHIPS | $0 | -$8,474 | $0 |
| ABERDEEN PRIVATE EQUITY II | $4,406 | $5 | $4,406 |
| ABERDEEN PRIVATE EQUITY III | $0 | $536 | $0 |
| ABERDEEN VENTURE PARTNERS V | $0 | $16 | $0 |
| ABERDEEN VENTURE PARTNERS VI | $2,563 | $4,270 | $2,563 |
| AGILITY COMPREHENSIVE SOLUTIONS FUND LP | $0 | $1,399,181 | $0 |
| ALMONO, LP | $0 | -$28 | $0 |
| ALMONO, LLC | $0 | -$5,693 | $0 |
| APOLLO EUROPEAN PRINCIPLE FINANCE FUND II | $22,014 | $22,014 | $22,014 |
| APOLLO EUROPEAN PRINCIPLE FINANCE FUND III | $81,656 | $81,656 | $81,656 |
| AVENUE ENERGY OPPORTUNITIES AIV LP | $0 | $14,374 | $0 |
| AVENUE ENERGY OPPORTUNITIES CI AIV LP | $0 | -$97 | $0 |
| AVENUE ENERGY OPPORTUNITIES FUND LP | $0 | $39 | $0 |
| AXIOM ASIA PRIVATE CAPITAL I | $0 | $90 | $0 |
| AXIOM ASIA PRIVATE CAPITAL II | $0 | $199 | $0 |
| AXIOM ASIA PRIVATE CAPITAL III | $0 | $1,990 | $0 |
| AXIOM ASIA PRIVATE CAPITAL IV | $0 | $2,039 | $0 |
| COMMONFUND CAPITAL INTERNATIONAL PARTNERS VI | $3,495 | -$90 | $3,495 |
| COMMONFUND CAPITAL INTERNATIONAL PARTNERS VII | $84,129 | $9,917 | $84,129 |
| COMMONFUND CAPITAL INTERNATIONAL PARTNERS VIII | $19,912 | $5,065 | $19,912 |
| COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS VIII | $70,748 | -$2,306 | $70,748 |
| COMMONFUND CAPITAL PRIVATE EQUITY PARTNERS IX | $69,913 | -$9,288 | $69,913 |
| COMMONFUND CAPITAL VENTURE PARTNERS VII | $1,032 | $4,617 | $1,032 |
| COMMONFUND CAPITAL VENTURE PARTNERS VIII | $2,729 | $1,932 | $2,729 |
| COMMONFUND CAPITAL VENTURE PARTNERS IX | $2,211 | $13,418 | $2,211 |
| COMMONFUND CAPITAL VENTURE PARTNERS X | $4,678 | $1,356 | $4,678 |
| COMMONFUND CAPITAL VENTURE PARTNERS XI | $900 | $22 | $900 |
| COMMONFUND CAPITAL EMERGING MARKETS 2013, LP | $3,075 | -$691 | $3,075 |
| COMMONFUND NATURAL RESOURCES IX | $11,958 | $30,622 | $11,958 |
| COMMONFUND NATURAL RESOURCES X | $13,832 | $95,869 | $13,832 |
| CP INVESTMENT III | $0 | -$4,367 | $0 |
| CP INVESTMENT IV | $0 | -$54 | $0 |
| CP INVESTMENT V | $0 | -$125 | $0 |
| DP LIQUIDATING FUND LP | $0 | $88 | $0 |
| EIIRC MULTI-FAMILY FUND 2013 LLC | $0 | $7,631 | $0 |
| HEARTWOOD FORESTLAND FUND II LP | $0 | -$194 | $0 |
| KEYHAVEN CAPITAL PARTNERS | $0 | $270 | $0 |
| KEYHAVEN CAPITAL PARTNERS II | $0 | $2,684 | $0 |
| KEYHAVEN SECONDARIES FUND I | $0 | -$6,697 | $0 |
| KNIGHTSBRIDGE INTEGRATED HOLDINGS V | $0 | $358 | $0 |
| KNIGHTSBRIDGE INTEGRATED HOLDINGS VI SERIES VXM | $0 | $103 | $0 |
| KNIGHTSBRIDGE INTEGRATED HOLDINGS VI SERIES VC | $0 | $145 | $0 |
| KNIGHTSBRIDGE INTEGRATED HOLDINGS VII SERIES VC | $0 | $2,262 | $0 |
| LEEDS NOVAMARK CAPITAL I | $0 | -$214,806 | $0 |
| LONE STAR FUND IV | $0 | $15 | $0 |
| LONE STAR VIII | $0 | $1,156 | $0 |
| LONE STAR IX | $0 | $29,169 | $0 |
| LONE STAR X | $0 | $45,746 | $0 |
| LONE STAR X US HOLDINGS | $0 | $33,410 | $0 |
| MADISON DEARBORN CAPITAL PARTNERS V-C | $2,340 | $2,386 | $2,340 |
| METROPOLITIAN REAL ESTATE SECONDARIES | $8,643 | -$24,243 | $8,643 |
| MS PRIVATE EQUITY ASIA | $67,289 | $67,289 | $67,289 |
| NORTH HAVEN PRIVATE EQUITY IV | $4,057 | $4,057 | $4,057 |
| OCM/GFI POWER OPPORTUNITIES FUND II | $771 | $0 | $771 |
| OCM OPPORTUNITIES FUND VII | $1,945 | $287 | $1,945 |
| OCM OPPORTUNITIES FUND VIIB | $1,923 | $293 | $1,923 |
| OCM OPPORTUNITIES FUND VIIB AIF (DELAWARE) | $0 | $5 | $0 |
| OAKTREE OPPORTUNITY FUND VIII | $69,470 | -$126 | $69,470 |
| OAKTREE OPPORTUNITY FUND VIII AIF (DELAWARE) | $0 | $742 | $0 |
| OCM OPPORTUNITIES FUND VIIIB | $48,288 | -$58 | $48,288 |
| OAKTREE OPPORTUNITIES IX | $0 | $4,917 | $0 |
| OAKTREE OPPORTUNITIES X | $0 | $50,893 | $0 |
| OAKTREE OPPORTUNITIES X AIF (DELAWARE) | $0 | $6 | $0 |
| OAKTREE OPPORTUNITIES XB | $0 | $40,238 | $0 |
| OAKTREE OPPORTUNITIES XB AIF (CAYMAN) | $0 | $979 | $0 |
| POWER OF 32 SITE DEVELOPMENT | $0 | $33,363 | $0 |
| RCP FUND V | $83 | -$9,227 | $83 |
| RCP FUND VI FEEDER | $10,418 | $10,418 | $10,418 |
| RCP FUND VII | $2,972 | $2,972 | $2,972 |
| RCP FUND VIII | $41,991 | $117,880 | $41,991 |
| RCP FUND IX | $19,050 | $19,050 | $19,050 |
| RCP FUND X | $29,753 | $29,753 | $29,753 |
| SPUR VENTURES | $0 | $78 | $0 |
| SPUR VENTURES II | $0 | $1,060 | $0 |
| STRATEGIC INVESTMENT FUND | $43,004 | -$39,357 | $43,004 |
| VINTAGE FUND VI OFFSHORE | $10,559 | $10,559 | $10,559 |
| WLR RECOVERY FUND IV, L.P. | $0 | $159 | $0 |
| WLR RECOVERY FUND V, L.P. | $37,945 | $150 | $37,945 |
| WLR RECOVERY FUND V DSS AIV, L.P. | $0 | -$5 | $0 |
| YORKTOWN ENERGY PARTNERS VI | $0 | $234 | $0 |
| YORKTOWN ENERGY PARTNERS VII | $6,976 | $9,264 | $6,976 |
| YORKTOWN ENERGY PARTNERS VIII | $6,408 | $7,197 | $6,408 |
| YORKTOWN ENERGY PARTNERS IX | $0 | $11,521 | $0 |
| YORKTOWN ENERGY PARTNERS X | $2,488 | $5,321 | $2,488 |
| YORKTOWN ENERGY PARTNERS XI | $2,030 | $5,202 | $2,030 |
| REFUNDED GRANTS | $20,038 | $20,038 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $59,937,783 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED LIABILITIES | Desc |
| BOY Book Value | $29,862 | BOYBookValueAmt |
| EOY Book Value | $22,950 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING | $159,889 | $99,791 | $0 | $45,239 |
| INVESTMENT MANAGEMENT FEES | $975,429 | $849,013 | $0 | $0 |
| COMPUTER CONSULTING | $51,360 | $3,018 | $0 | $47,893 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $461,713 | $0 | $0 | $0 |
| FOREIGN TAXES - PARTNERSHIP FLOWTHROUGH | $0 | $310,965 | $0 | $0 |
| PAYROLL TAXES | $81,195 | $3,745 | $0 | $76,892 |
Comments