THE FORBES FUNDS: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE FORBES FUNDS (EIN 25-1418095)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202023189349300607
- Schema version
- 2019v5.1
- 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
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T05:20:32-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251408703 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE SUITE 1700 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251418095 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FORBES FUNDS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THEF | BusinessNameControlTxt |
| Phone | 4123915122 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIVE PPG PLACE NO 250 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRED BROWN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4123915122 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUSAN M KIRSCH | PreparerPersonNm |
| PTIN | P00341397 | PTIN |
| Phone | 4122613644 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FRED BROWN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIVE PPG PLACE NO 250 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,824,924 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FORBESFUNDS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO FOCUS ON STRENGTHENING THE MANAGEMENT CAPACITY AND IMPACT OF COMMUNITY NONPROFITS INDIVIDUALLY AND COLLECTIVELY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 69 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $977,705 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,502,830 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,530 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $325,451 | CYProgramServiceRevenueAmt |
| PY Investment Income | $498,870 | PYInvestmentIncomeAmt |
| CY Investment Income | $311,641 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,490,105 | PYTotalRevenueAmt |
| CY Total Revenue | $2,139,922 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $584,997 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $410,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $897,736 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $831,770 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $104,839 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $800,246 | PYOtherExpensesAmt |
| CY Other Expenses | $983,429 | CYOtherExpensesAmt |
| PY Total Expenses | $2,282,979 | PYTotalExpensesAmt |
| CY Total Expenses | $2,225,199 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$792,874 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$85,277 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,550,482 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,406,238 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $646,969 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $623,829 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,903,513 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,782,409 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE FORBES FUNDS IS TO FOCUS ON STRENGTHENING THE MANAGEMENT CAPACITY AND IMPACT OF COMMUNITY NONPROFITS INDIVIDUALLY AND COLLECTIVELY. THIS MISSION IS ACCOMPLISHED THROUGH CAPACITY BUILDING, SOCIAL INNOVATION AND THE GREATER PITTSBURGH NONPROFIT PARTNERSHIP. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $888,958 | ExpenseAmt |
| Grant | $409,999 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | CAPACITY BUILDING - PROVIDING NONPROFITS WITH RESOURCES, THROUGH GRANTMAKING AND COHORTS, AND LEARNING FORUMS TO ENABLE THEM TO MANAGE A DISRUPTIVE EVENT, REFRAME THEIR THINKING ABOUT A SPECIFIC ISSUE THAT IMPACTS OPERATIONS, AND PREPARE FOR THE FUTURE. PRIORITY IS GIVEN TO HUMAN SERVICES AND COMMUNITY DEVELOPMENT ORGANIZATIONS IN ALLEGHENY COUNTY. THE FORBES FUNDS HAS INTERACTED WITH OR CONVENED APPROXIMATELY 1,500 THOUGHT LEADERS WITHIN THE NONPROFIT SECTOR THROUGH THE GREATER PITTSBURGH NONPROFIT PARTNERSHIP, ACADEMY FOR CAUSE AND COMMUNITY ENGAGEMENT LEADERSHIP LEVEL 1 AND LEVEL 2, EXECUTIVE-IN-RESIDENCE, MANAGEMENT ASSISTANCE GRANTS, CATALYTIC COMMUNITY COHORTS, PERFORMANCE IMPERATIVE AND LARGE AND SMALL AGENCY COHORTS. THIS NUMBER REPRESENTS NEARLY HALF THE NUMBER OF CURRENT NONPROFIT ORGANIZATIONS IN ALLEGHENY COUNTY AND OVER 25% OF THE TEN-COUNT REGION'S NONPROFIT SECTOR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $395,906 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $314,248 | RevenueAmt |
| Desc | GREATER PITTSBURGH NONPROFIT PARTNERSHIP - LEVERAGING THE COLLECTIVE STRENGTH OF THE SECTOR TO INFORM POLICY, GIVE INPUT TO COMMUNITY PRIORITIES AND STRATEGIES, AND INCREASE THEIR PURCHASING POWER. BI-ANNUALLY GPNP ORGANIZES THE GREATER PITTSBURGH NON-PROFIT SUMMIT WHICH BRINGS TOGETHER LOCAL NONPROFIT STAFF AND BOARD MEMBERS PLUS OTHER INTERESTED PARTIES TO DISCUSS VARIOUS TOPICS OF INTEREST FOR NONPROFITS THAT FOSTERS CAPACITY BUILDING AND SOCIAL INNOVATION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $23,517 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SOCIAL INNOVATION - ACCELERATING THE DEVELOPMENT OF OPERATING MODELS AND TECHNOLOGICAL INNOVATION TO REDUCE EXPENSE AND/OR INCREASE IMPACT OF OUR COMMUNITY NONPROFIT ORGANIZATIONS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $477,599 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $11,203 | RevenueAmt |
| Desc | THE FUND SITS AT THE INTERSECTION BETWEEN FUNDERS AND THE NONPROFIT COMMUNITY. THE FUND'S WORK HAS EVOLVED OVER THE YEARS TO BUILD A MORE SYSTEMIC TRANSFORMATIONAL MODEL ANCHORED IN A NEARLY 40-YEAR HISTORY OF ADVANCING THE WELL-BEING OF OUR REGION. THE MISSION OF THE FUND FOCUSES ON BUILDING THE MANAGEMENT CAPACITY AND IMPACT OF HUMAN SERVICES AND COMMUNITY-BASED NONPROFITS BOTH AS INDIVIDUAL ORGANIZATIONS AND AS A UNIFIED COALITION OF LEADERS, FUNDERS AND ADVOCATES WORKING COLLABORATIVELY THROUGHOUT SOUTHWESTERN PENNSYLVANIA.OVER THE PAST TWO YEARS AND WITH A SPECIAL EMPHASIS ON 2019, THE FUND HAS ALIGNED ITS TRADITIONAL PROGRAMMING TO INCREASE ENGAGEMENT WITH OUR REGIONAL PARTNERS AND TO IDENTIFY WHERE GAPS AND OVERLAPS OF SERVICES AND INVESTMENTS EXIST. TODAY, THE FUND HAS INTERACTED WITH OR CONVENED APPROXIMATELY 1,500 THOUGHT LEADERS WITHIN THE NONPROFIT SECTOR THROUGH THE GREATER PITTSBURGH NONPROFIT PARTNERSHIP (GPNP), ACADEMY FOR CAUSE AND COMMUNITY ENGAGEMENT LEADERSHIP (ACCEL) LEVEL 1 AND LEVEL 2, EXECUTIVE-IN-RESIDENCE (EIR), MANAGEMENT ASSISTANCE GRANTS (MAGS), CATALYTIC COMMUNITY COHORTS (C3), PERFORMANCE IMPERATIVE AND LARGE AND SMALL AGENCY COHORTS. THIS NUMBER REPRESENTS NEARLY HALF THE NUMBER OF CURRENT NONPROFIT ORGANIZATIONS IN ALLEGHENY COUNTY AND OVER 25% OF THE TEN-COUNTY REGIONAL'S NONPROFIT SECTOR.THE FUND NOW ALIGNS ALL SERVICES WITH THE SOCIAL DETERMINATES OF HEALTH AND UNITED NATIONS SUSTAINABLE DEVELOPMENT GOALS (UNSDGS) TO SHOW THE IMPACT OF THE REGION. THIS NEW APPROACH TO SYSTEMS MANAGEMENT REQUIRES LEVERAGING PARTNERSHIP AND TOOLS AND ESTABLISHING SHARED GOALS. THE GOAL IS TO NOT ONLY IMPROVE ORGANIZATIONAL CAPACITY OF NONPROFITS BUT TO ENSURE THAT THE POPULATIONS SERVED BY ORGANIZATIONS WE SUPPORT BENEFIT AS WELL. THE PREMISE IS THAT INDIVIDUALS SERVED BY THE ORGANIZATIONS WE SUPPORT ARE OFTENTIMES DEALING WITH MORE THAN ONE ISSUE AND A HOLISTIC APPROACH IS NECESSARY THAT INVOLVES MULTIPLE ORGANIZATIONS.THE FUND'S WORK IS CENTERED AROUND MORE THAN TRANSACTIONAL RELATIONSHIPS AND APPROACHES; THE AIM IS TO FOSTER TRANSFORMATIONAL PARTNERSHIPS AND TO OPTIMIZE HOW THE NONPROFIT ECOSYSTEM INTERACTS WITH FUNDERS, GOVERNMENT, PRIVATE SECTOR AND OTHERS IN THE PITTSBURGH REGION. THE FORBES FUNDS IS EXPLORING CO-DESIGNED APPROACHES THAT ARE ITERATIVE AND AGILE, ESPECIALLY AS OUR SECTOR ADDRESSES THE REALITIES OF SCENARIO PLANNING - ECONOMIC STRESSES AND SHOCKS TO THE REGION THAT WILL PUT UNTOLD STRAIN ON SOUTHWESTERN PENNSYLVANIA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $477,599 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $11,203 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,785,980 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN BRELSFORD SVP FINANCEINV | PersonNm |
| Phone | 4123942628 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIVE PPG PLACE SUITE 250 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| MAXWELL KING | |||||||
| MEMBER AT LARGE (EXITED 6/30/19) | 1.00 | 51.50 | Yes (X) | $0 | $413,216 | $30,186 | |
| ELISABETH SCHROEDER | |||||||
| MEMBER AT LARGE (ENTERED 6/1/19) | 1.00 | 51.50 | Yes (X) | $0 | $273,978 | $53,014 | |
| FRED BROWN | |||||||
| PRESIDENT | 65.00 | 0.00 | $170,401 | $0 | $46,466 | Yes (X) | |
| SCOTT LAMMIE | |||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| NANCY RACKOFF | |||||||
| SECRETARY/TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PATRICK DOWD | |||||||
| MEMBER AT LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KATHY HUMPHREY | |||||||
| MEMBER AT LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BILL ISLER | |||||||
| MEMBER AT LARGE | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $170,401 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $687,194 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $129,666 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INFLUENCE SG | |||||
| 440 EAST 82ND ST | INDIANAPOLIS | IN | 46240 | ACCEL PROGRAMMING | $126,500 |
| CATCHAFIRE | |||||
| 31 E 32ND ST FLOOR 3 | NEW YORK | NY | 10016 | TECHNOLOGY HOSTING | $115,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $116,200 | MembershipDuesAmt |
| Related Organizations | $465,904 | RelatedOrganizationsAmt |
| All Other Contributions | $920,726 | AllOtherContributionsAmt |
| Total Contributions | $1,502,830 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SPONSORSHIP REVENUE | 900099 | $195,995 | $195,995 |
| GPNP REGISTRATIONS | 900099 | $118,253 | $118,253 |
| CFEN COLLABORATION | 900099 | $11,203 | $11,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $325,451 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $168,653 | TotalRevenueColumnAmt |
| Exclusion | $168,653 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $827,990 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $685,002 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $142,988 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $142,988 | TotalRevenueColumnAmt |
| Exclusion | $142,988 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,139,922 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $325,451 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $311,641 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,000 | TotalAmt |
| Program Services | $410,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,867 | TotalAmt |
| Program Services | $130,120 | ProgramServicesAmt |
| Management And General | $43,374 | ManagementAndGeneralAmt |
| Fundraising | $43,373 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,264 | TotalAmt |
| Program Services | $12,264 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,288 | TotalAmt |
| Program Services | $328,949 | ProgramServicesAmt |
| Management And General | $64,977 | ManagementAndGeneralAmt |
| Fundraising | $18,362 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,043 | TotalAmt |
| Program Services | $63,759 | ProgramServicesAmt |
| Management And General | $13,623 | ManagementAndGeneralAmt |
| Fundraising | $5,661 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,445 | TotalAmt |
| Program Services | $50,407 | ProgramServicesAmt |
| Management And General | $9,716 | ManagementAndGeneralAmt |
| Fundraising | $2,322 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,863 | TotalAmt |
| Program Services | $33,198 | ProgramServicesAmt |
| Management And General | $7,627 | ManagementAndGeneralAmt |
| Fundraising | $4,038 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $853 | TotalAmt |
| Program Services | $853 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,796 | TotalAmt |
| Management And General | $11,796 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,172 | TotalAmt |
| Management And General | $33,172 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $557,470 | TotalAmt |
| Program Services | $500,849 | ProgramServicesAmt |
| Management And General | $56,621 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,740 | TotalAmt |
| Program Services | $4,987 | ProgramServicesAmt |
| Management And General | $1,146 | ManagementAndGeneralAmt |
| Fundraising | $607 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,106 | TotalAmt |
| Program Services | $20,798 | ProgramServicesAmt |
| Management And General | $4,778 | ManagementAndGeneralAmt |
| Fundraising | $2,530 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,759 | TotalAmt |
| Program Services | $5,156 | ProgramServicesAmt |
| Management And General | $28,976 | ManagementAndGeneralAmt |
| Fundraising | $627 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,690 | TotalAmt |
| Program Services | $31,591 | ProgramServicesAmt |
| Management And General | $7,257 | ManagementAndGeneralAmt |
| Fundraising | $3,842 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,147 | TotalAmt |
| Program Services | $15,649 | ProgramServicesAmt |
| Management And General | $3,595 | ManagementAndGeneralAmt |
| Fundraising | $1,903 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,626 | TotalAmt |
| Program Services | $107,764 | ProgramServicesAmt |
| Management And General | $24,757 | ManagementAndGeneralAmt |
| Fundraising | $13,105 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,968 | TotalAmt |
| Management And General | $6,968 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SHARED SERVICES EXPENSE | $60,736 | $44,945 | $10,325 | $5,466 |
| PROFESSIONAL DEVELOPMNT | $18,413 | $13,626 | $3,130 | $1,657 |
| DUES/SUBSCRIPTIONS | $14,319 | $10,596 | $2,434 | $1,289 |
| ADMIN OFFICE EXPS | $634 | $469 | $108 | $57 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,225,199 | TotalAmt |
| Program Services | $1,785,980 | ProgramServicesAmt |
| Management And General | $334,380 | ManagementAndGeneralAmt |
| Fundraising | $104,839 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,491,536 | BOYAmt |
| EOY | $2,762,474 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,425 | BOYAmt |
| EOY | $7,320 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,833 | BOYAmt |
| EOY | $20,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,815,661 | BOYAmt |
| EOY | $6,598,500 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,027 | BOYAmt |
| EOY | $17,944 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,550,482 | BOYAmt |
| EOY | $9,406,238 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,460 | BOYAmt |
| EOY | $145,396 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,297 | BOYAmt |
| EOY | $280,169 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,212 | BOYAmt |
| EOY | $198,264 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $646,969 | BOYAmt |
| EOY | $623,829 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,670,393 | BOYAmt |
| EOY | $1,037,171 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,233,120 | BOYAmt |
| EOY | $7,745,238 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,903,513 | BOYAmt |
| EOY | $8,782,409 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,550,482 | BOYAmt |
| EOY | $9,406,238 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$85,277 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $936,697 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $27,477 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PGH FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 250965466 | EIN |
| Organization Type | 8 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $410,000 | SupportAmt |
| Other Support | $1,815,199 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $410,000 | SupportSumAmt |
| Other Support Sum | $1,815,199 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART IV, SECTION A, LINE 6 | FormAndLineReferenceDesc |
| Explanation | THE FORBES FUNDS WAS ESTABLISHED AS A SUPPORTING ORGANIZATION OF THE PITTSBURGH FOUNDATION. THE FORBES FUNDS MAKES GRANTS TO MEMBERS OF THE CHARITABLE CLASS BENEFITTED BY THE PITTSBURGH FOUNDATION FOR ACTIVITIES IN SUPPORT OF THE PITTSBURGH FOUNDATION'S EXEMPT PURPOSE. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $37,306 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $37,306 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,225,199 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $65,349,258 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,225,199 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $65,386,564 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $261,260 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $65,315 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $251,075 | CurrentYearMinus3Amt |
| Current Year Minus2 | $292,377 | CurrentYearMinus2Amt |
| Current Year Minus1 | $264,149 | CurrentYearMinus1Amt |
| Current Year | $261,260 | CurrentYearAmt |
| Total | $1,068,861 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,603,292 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $69,803 | CurrentYearMinus3Amt |
| Current Year Minus2 | $22,666 | CurrentYearMinus2Amt |
| Total | $92,469 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $62,769 | CurrentYearMinus3Amt |
| Current Year Minus2 | $73,094 | CurrentYearMinus2Amt |
| Current Year Minus1 | $66,037 | CurrentYearMinus1Amt |
| Current Year | $65,315 | CurrentYearAmt |
| Total | $267,215 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $400,823 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $55,842 | CurrentYearMinus3Amt |
| Current Year Minus2 | $22,666 | CurrentYearMinus2Amt |
| Total | $78,508 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,869,208 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,197,039 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $419,104 | OtherExpendituresAmt |
| End Year Balance | $6,647,143 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,475,136 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$187,833 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $418,095 | OtherExpendituresAmt |
| End Year Balance | $5,869,208 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,043,048 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $851,313 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $419,225 | OtherExpendituresAmt |
| End Year Balance | $6,475,136 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,793,438 | BeginningYearBalanceAmt |
| Contributions | $138,644 | ContributionsAmt |
| Investment Earnings Or Losses | $526,886 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $415,920 | OtherExpendituresAmt |
| End Year Balance | $6,043,048 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,240,779 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$50,101 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $398,178 | OtherExpendituresAmt |
| Administrative Expenses | -$938 | AdministrativeExpensesAmt |
| End Year Balance | $5,793,438 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.98000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PENSION LIABILITY | $195,064 |
| ACCRUED PA WITHHOLDING TAX | $3,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $198,264 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,097,500 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $936,697 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $54,054 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $990,751 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,106,749 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $33,172 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $33,172 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,139,921 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,218,604 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $54,054 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $54,054 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,164,550 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $33,172 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $27,477 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $60,649 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,225,199 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FUND'S ENDOWMENT CONSISTS OF VARIOUS INVESTMENT FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES DONOR-RESTRICTED ENDOWMENT FUNDS, AND FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. |
| PART X, LINE 2: | THE FUND ADOPTED FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PROVIDES CRITERIA FOR THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THIS GUIDANCE REQUIRES THAT AN UNCERTAIN TAX POSITION SHOULD BE RECOGNIZED ONLY IF IT IS MORE LIKELY THAN NOT THAT THE POSITION IS NOT SUSTAINABLE BASED ON ITS TECHNICAL MERITS. RECOGNIZABLE TAX POSITIONS SHOULD THEN BE MEASURED TO DETERMINE THE AMOUNT OF BENEFIT OR LIABILITY RECOGNIZED IN THE FINANCIAL STATEMENTS. THE FUND FILES U.S. FEDERAL AND STATE INFORMATION RETURNS, AND NO RETURNS ARE CURRENTLY UNDER EXAMINATION. THE STATUTE OF LIMITATIONS ON THE FUNDS'S U.S. FEDERAL TAX RETURNS REMAINS OPEN FOR THE YEARS ENDED DECEMBER 31, 2016 THROUGH THE PRESENT. THE FUND CONTINUES TO EVALUATE ITS TAX POSITIONS PURSUANT TO THE PRINCIPLES OF FASB GUIDANCE AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE FUND'S FINANCIAL STATEMENTS. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANT CANCELLATIONS 27,477. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| A SCHOOLS | |||||||||
| 1901 CENTRE AVENUE SUITE 302A | PITTSBURGH | PA | 15219 | 300254325 | 501(C)(3) | $15,000 | N/A | N/A | EDUCATION |
| ALLIES FOR HEALTH AND WELLBEING | |||||||||
| 5913 PENN AVENUE | PITTSBURGH | PA | 15206 | 251537128 | 501(C)(3) | $20,000 | N/A | N/A | DISEASE, DISORDERS, MEDICAL DISCIPLINES |
| AMACHI PITTSBURGH | |||||||||
| 1830 FORBES AVE | PITTSBURGH | PA | 15219 | 453717455 | 501(C)(3) | $20,000 | N/A | N/A | HUMAN SERVICES |
| CITIZEN SCIENCE LAB | |||||||||
| 1435 BEDFORD AVE STE 132A | PITTSBURGH | PA | 152193675 | 823944451 | 501(C)(3) | $20,000 | N/A | N/A | HUMAN SERVICES |
| CONSUMER HEALTH COALITION | |||||||||
| 415 EAST OHIO STREET SUITE 300 | PITTSBURGH | PA | 15212 | 251753030 | 501(C)(3) | $20,000 | N/A | N/A | HUMAN SERVICES |
| COMMUNITY FOUNDATION FOR THE ALLEGHENIES | |||||||||
| 116 MARKET STREET SUITE 4 | JOHNSTOWN | PA | 159011644 | 251637373 | 501(C)(3) | $10,000 | N/A | N/A | PHILANTHROPY, VOLUNTARISM, AND GRANTMAKING |
| ECODISTRICTS | |||||||||
| 1028 SE WATER AVE STE 210 | PORTLAND | OR | 97214 | 800407220 | 501(C)(3) | $5,000 | N/A | N/A | ENVIRONMENT |
| HEALTHY START INC | |||||||||
| 400 N LEXINGTON AVENUE | PITTSBURGH | PA | 15208 | 251691864 | 501(C)(3) | $30,000 | N/A | N/A | HEALTH GENERAL AND REHABILITATIVE |
| HILL HOUSE ASSOCIATION | |||||||||
| 1835 CENTRE AVE | PITTSBURGH | PA | 152194305 | 251146128 | 501(C)(3) | $30,000 | N/A | N/A | HUMAN SERVICES |
| JEWISH FAMILY AND COMMUNITY SERVICES | |||||||||
| 5743 BARTLETT STREET | PITTSBURGH | PA | 15217 | 250965407 | 501(C)(3) | $20,000 | N/A | N/A | HUMAN SERVICES |
| LARIMAR CONSENSUS GROUP INC | |||||||||
| 200 LARIMER AVE | PITTSBURGH | PA | 15206 | 474359872 | 501(C)(3) | $20,000 | N/A | N/A | PHILANTHROPY, VOLUNTARISM, AND GRANTMAKING |
| MACEDONIA FAMILY AND COMMUNITY ENRICHMENT CENTER INC | |||||||||
| 501 BAUM BLVD STE 400 | PITTSBURGH | PA | 15213 | 251778222 | 501(C)(3) | $50,000 | N/A | N/A | HUMAN SERVICES |
| MAINSTAY LIFE SERVICES | |||||||||
| 200 ROESSLER ROAD | PITTSBURGH | PA | 15220 | 251215557 | 501(C)(3) | $20,000 | N/A | N/A | HOUSING AND SHELTER |
| NEW SUN RISING | |||||||||
| PO BOX 58005 112 SHERMAN ST | PITTSBURGH | PA | 15209 | 203496988 | 501(C)(3) | $20,000 | N/A | N/A | COMMUNITY IMPROVEMENT, CAPACITY BUILDING |
| NORTHERN AREA MULTI-SERVICE CENTER OF ALLEGHENY COUNTY | |||||||||
| 209 THIRTEENTH STREET | PITTSBURGH | PA | 15215 | 237139992 | 501(C)(3) | $40,000 | N/A | N/A | CENTERS TO SUPPORT THE INDEPENDENCE OF SPECIFIC POPULATIONS |
| OUR CLUBHOUSE | |||||||||
| 2816 SMALLMAN STREET | PITTSBURGH | PA | 152224722 | 251845284 | 501(C)(3) | $20,000 | N/A | N/A | DISEASE, DISORDERS, MEDICAL DISCIPLINES |
| PRESSLEY RIDGE | |||||||||
| 5500 CORPORATE DR STE 400 | PITTSBURGH | PA | 15237 | 250965460 | 501(C)(3) | $20,000 | N/A | N/A | HUMAN SERVICES |
| SUSTAINABLE PITTSBURGH | |||||||||
| 425 SIXTH AVE STE 1335 | PITTSBURGH | PA | 15219 | 203575951 | 501(C)(3) | $20,000 | N/A | N/A | COMMUNITY IMPROVEMENT, CAPACITY BUILDING |
| WILKINSBURG COMMUNITY DEVELOPMENT CORP | |||||||||
| 1001 WOOD STREET | WILKINSBURG | PA | 15221 | 412241079 | 501(C)(3) | $10,000 | N/A | N/A | COMMUNITY IMPROVEMENT, CAPACITY BUILDING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 19 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE PROCEDURE FOR AWARDING GRANTS IS AS FOLLOWS: -GRANT REQUESTS ARE INITIALLY SCREENED BASED ON THEIR FIT WITH THE FORBES FUNDS (1) SERVICE AREA, ALLEGHENY COUNTY, (2) AGENCY FOCUS, HUMAN SERVICES AND COMMUNITY DEVELOPMENT (3) SCOPE OF FUNDING REQUEST, CAPACITY BUILDING AND (4) COLLABORATIVE PARTNERS. -ONCE IT IS DETERMINED THAT THE REQUEST MEETS THOSE FOUR CRITERIA, AGENCIES WILL BE ASKED TO SUBMIT A LETTER OF INQUIRY (LOI). ONCE THE LOI IS APPROVED, AGENCIES MAY SUBMIT A GRANT APPLICATION. -ANY REQUESTS OF $10,000 OR MORE WILL BE TAKEN TO THE COMMUNITY RESEARCH ADVISOR BOARD (CRAB) AT ONE OF ITS QUARTERLY MEETINGS FOR REVIEW. THE CRAB PROVIDES FEEDBACK ON THE GRANT PROPOSALS TO ASSESS WHETHER THE PROPOSAL MEETS THE FOLLOWING CRITERIA: (1) STRATEGIC PARTNERSHIPS, (2) COMMUNITY ENGAGEMENT, (3) SOCIAL DETERMINANTS OF HEALTH, AND (4) COLLECTIVE IMPACT. IF THE REQUEST MOVES FORWARD, IT IS PRESENTED TO THE FULL BOARD FOR FINAL APPROVAL. -ANY REQUEST BETWEEN $5,000 AND $9,999 MAY BE AWARDED AT THE DISCRETION OF THE PRESIDENT OF THE FORBES FUNDS AND CHAIR OF THE BOARD. ANY REQUEST BELOW $5,000 MAY BE AWARDED AT THE DISCRETION OF THE PRESIDENT OF THE FORBES FUNDS. -IF A GRANT IS AWARDED, IT IS APPROVED AND THE AGENCY IS SENT A GRANT AGREEMENT WHICH MUST BE SIGNED BY THE AGENCY EXECUTIVE DIRECTOR AND RETURNED TO THE FORBES FUNDS. A KICK-OFF MEETING IS HELD BETWEEN THE AGENCY EXECUTIVE DIRECTOR, BOARD CHAIR, CONSULTANT, AND THE FORBES FUNDS. THE PROCEDURES FOR PAYMENTS OF GRANTS IS AS FOLLOWS: -PAYMENTS ARE MADE ON A REIMBURSABLE BASIS. GRANTEES ARE TO SUBMIT AN INVOICE TO THE FORBES FUNDS WITH A COPY OF THE INVOICE THEY RECEIVED FROM THE PROJECT CONSULTANT AND PROOF OF PAYMENT TO THE CONSULTANT. -UPON RECEIPT OF THE INVOICE, THE FORBES FUNDS REVIEWS THE DOCUMENTATION, CONFIRMS THE REMAINING GRANT BALANCE, AND APPROVES OR DENYIES PAYMENT. IF APPROVED, A PAYMENT LETTER IS GENERATED AND A CHECK IS CUT AND SENT TO THE GRANTEE. -FINAL PAYMENTS ARE NOT MADE UNTIL GRANTEES COMPLETE A FINAL REPORT SURVEY, SUBMIT A FINAL COPY OF THE PROJECT DELIVERABLE, AND ATTEND A CLOSING MEETING WITH THE CONSULTANT AND THE FORBES FUNDS. -AN IMPACT ASSESSMENT SURVEY IS REQUIRED TO BE COMPLETED BY ALL GRANT RECIPIENTS ONE YEAR AFTER THE GRANT PROJECT HAS ENDED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MAXWELL KING | ||||||||||||||
| MEMBER AT LARGE (EXITED 6/30/19) | $0 | $260,147 | $0 | $20,000 | $0 | $133,069 | $0 | $25,667 | $0 | $4,519 | $0 | $443,402 | $0 | $103,235 |
| ELISABETH SCHROEDER | ||||||||||||||
| MEMBER AT LARGE (ENTERED 6/1/19) | $0 | $271,741 | $0 | $0 | $0 | $2,237 | $0 | $44,083 | $0 | $8,931 | $0 | $326,992 | $0 | $0 |
| FRED BROWN | ||||||||||||||
| PRESIDENT | $158,043 | $0 | $10,000 | $0 | $2,358 | $0 | $16,480 | $0 | $29,986 | $0 | $216,867 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | ELIGIBLE EMPLOYEES RECEIVED AN ANNUAL BONUS BASED UPON SATISFYING CERTAIN CRITERIA. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BUSINESS RELATIONSHIP: MAXWELL KING, ELISABETH SCHROEDER AND FRED BROWN. BUSINESS RELATIONSHIP: MAXWELL KING, ELISABETH SCHROEDER AND PATRICK DOWD. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION'S BYLAWS PROVIDE FOR SEVEN DIRECTORS. AT ALL TIMES, FOUR DIRECTORS ELECTED BY THE PITTSBURGH FOUNDATION SHALL BE NOMINATED BY THE DIRECTORS OF THE CORPORATION, SUBJECT TO APPROVAL OF THE PITTSBURGH FOUNDATION. IN ADDITION, THREE DIRECTORS SHALL BE ELECTED BY THE DIRECTORS OF THE FORBES FUNDS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE PITTSBURGH FOUNDATION HAS THE AUTHORITY TO APPROVE ALL MODIFICATIONS TO THE ARTICLES OF INCORPORATION OF THE FORBES FUNDS REGARDING ALL MERGERS, CONSOLIDATIONS, DIVISIONS, SALES OF SUBSTANTIALLY ALL ASSETS AND ANY DISSOLUTION OR LIQUIDATION. THE PITTSBURGH FOUNDATION MAY REMOVE FROM OFFICE ANY DIRECTOR ELECTED BY THE PITTSBURGH FOUNDATION. THE PITTSBURGH FOUNDATION HAS THE AUTHORITY TO APPROVE AMENDMENTS TO THE BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION PROVIDES ITS BOARD MEMBERS WITH AN ELECTRONIC COPY OF THE FORM 990 FOR REVIEW BEFORE IT IS FILED. PRIOR TO DISTRIBUTION, THE FORM 990 IS REVIEWED BY THE PRESIDENT AND THE CHIEF OPERATING OFFICER OF THE FORBES FUNDS IN CONJUNCTION WITH THE PITTSBURGH FOUNDATION. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REQUIRES EACH TRUSTEE TO FILE A WRITTEN DECLARATION WITH THE FORBES FUNDS STATING AFFILIATIONS AND POTENTIAL CONFLICTS OF INTEREST UPON JOINING AS A TRUSTEE AND ONCE EACH YEAR THEREAFTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PRESIDENT'S COMPENSATION AND BENEFITS ARE IN ALIGNMENT WITH ALL COMPENSATION, BENEFIT AND PERSONNEL HR POLICIES OF THE SUPPORTED ORGANIZATION, THE PITTSBURGH FOUNDATION. AN ANNUAL PERFORMANCE PLAN FOR THE PRESIDENT IS REVIEWED AND DISCUSSED BY THE BOARD AT QUARTERLY BOARD MEETINGS AS PART OF THE PRESIDENT'S REPORT. CURRENT YEAR COMPENSATION LEVELS ARE REASONABLE AND WITHIN SURVEY BENCHMARK LEVELS FOR COMPARABLE POSITIONS. THE BOARD CHAIR WORKS DIRECTLY WITH THE PRESIDENT OF THE PITTSBURGH FOUNDATION TO ESTABLISH COMPENSATION AND INCENTIVE LEVELS FOR THE PRESIDENT THAT ARE GUIDED BY HIS PERFORMANCE AND ARE IN ACCORDANCE WITH CRITERIA SET FORTH BY AN INDEPENDENT NONPROFIT ADVISOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | FINANCE CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 56,621. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 56,621. ACCEL PROGRAMMING: PROGRAM SERVICE EXPENSES 127,226. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 127,226. DATA ANALYSIS REPORTING: PROGRAM SERVICE EXPENSES 14,100. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,100. SUMMIT COORDINATOR: PROGRAM SERVICE EXPENSES 54,360. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,360. EXECUTIVE IN RESIDENCE: PROGRAM SERVICE EXPENSES 26,064. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 26,064. POLICY ANALYSIS: PROGRAM SERVICE EXPENSES 10,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,000. PROJECT MANAGEMENT: PROGRAM SERVICE EXPENSES 28,150. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,150. TECHNOLOGY HOSTING GPNP: PROGRAM SERVICE EXPENSES 165,833. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 165,833. PROGRAM CONSULTING: PROGRAM SERVICE EXPENSES 75,116. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,116. |
| FORM 990, PART XI, LINE 9: | GRANT CANCELLATIONS 27,477. |
| FORM 990, PART XII, LINE 2C: FINANCIAL STATEMENTS AND REPORTING: | THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE PITTSBURGH FOUNDATION | |||||||||||
| FIVE PPG PLACE SUITE 250 | PITTSBURGH | PA | 152225401 | 250965466 | COMMUNITY FOUNDATION | PA | 501(C)(3) | LINE 8 | N/A | 0 | |
| THE PITTSBURGH PROMISE FOUNDATION | |||||||||||
| FIVE PPG PLACE SUITE 250 | PITTSBURGH | PA | 152225401 | 261982661 | SUPPORTING ORGANIZATION OF THE PITTSBURGH FOUNDATION | PA | 501(C)(3) | LINE 12A, I | 0 | THE PITTSBURGH FOUNDATION | |
| THE CHARLES E KAUFMAN FOUNDATION | |||||||||||
| FIVE PPG PLACE SUITE 250 | PITTSBURGH | PA | 152225401 | 611488948 | SUPPORTING ORGANIZATION OF THE PITTSBURGH FOUNDATION | PA | 501(C)(3) | LINE 12B, II | 0 | THE PITTSBURGH FOUNDATION | |
| JACK G BUNCHER CHARITABLE FUND FOR THE PITTSBURGH FOUNDATION | |||||||||||
| FIVE PPG PLACE SUITE 250 | PITTSBURGH | PA | 152225401 | 204393147 | SUPPORTING ORGANIZATION OF THE PITTSBURGH FOUNDATION | PA | 501(C)(3) | LINE 12A, I | 0 | THE PITTSBURGH FOUNDATION | |
| NEIGHBORHOOD ALLIES | |||||||||||
| 429 FOURTH AVE SUITE 1900 | PITTSBURGH | PA | 15219 | 251578436 | SUPPORTING ORGANIZATION OF THE PITTSBURGH FOUNDATION | PA | 501(C)(3) | LINE 12A, I | 0 | THE PITTSBURGH FOUNDATION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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