JACK G BUNCHER CHARITABLE FUND FORTHE PITTSBURGH FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JACK G BUNCHER CHARITABLE FUND FORTHE PITTSBURGH FOUNDATION (EIN 20-4393147)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-13
IRS object ID
202003189349300110
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-13T05:20:32-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251408703PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SCHNEIDER DOWNS & CO INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PPG PLACE SUITE 1700AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204393147EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JACK G BUNCHER CHARITABLE FUND FORBusinessNameLine1Txt
Business Name Line2THE PITTSBURGH FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJACKBusinessNameControlTxt
Phone4123915122PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1FIVE PPG PLACE NO 250AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP152225401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJONATHAN BRELSFORDPersonNm
Person TitleTREASURERPersonTitleTxt
Phone4123915122PhoneNum
Signature2020-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSUSAN M KIRSCHPreparerPersonNm
PTINP00341397PTIN
Phone4122613644PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.206.223.26IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-11IPDt
IP Tm07:10:39IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC27DEABDA4EC5E58121BD650225FDE93C4AFF1C8AtSubmissionCreationDeviceId
At Submission Filing Device Id2A48E83B3AA0030238606F0495B19A11215EC83DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerELISABETH SCHROEDERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1FIVE PPG PLACE NO 250AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP152225401ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,105,546GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation2007FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTO SUPPORT THE PITTSBURGH FOUNDATION.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers4TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$500,000PYContributionsGrantsAmt
CY Contributions Grants$500,000CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$561,303PYInvestmentIncomeAmt
CY Investment Income$605,546CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,061,303PYTotalRevenueAmt
CY Total Revenue$1,105,546CYTotalRevenueAmt
PY Grants And Similar Paid$1,074,556PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,420,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,058PYOtherExpensesAmt
CY Other Expenses$2,090CYOtherExpensesAmt
PY Total Expenses$1,076,614PYTotalExpensesAmt
CY Total Expenses$1,422,090CYTotalExpensesAmt
PY Revenues Less Expenses-$15,311PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$316,544CYRevenuesLessExpensesAmt
Total Assets BOY$8,865,785TotalAssetsBOYAmt
Total Assets EOY$8,399,255TotalAssetsEOYAmt
Total Liabilities BOY$1,074,556TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$7,791,229NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$8,399,255NetAssetsOrFundBalancesEOYAmt
MissionTHE JACK G. BUNCHER CHARITABLE FUND BENEFITS, PERFORMS THE FUNCTIONS OF, AND CARRIES OUT THE PURPOSES OF THE PITTSBURGH FOUNDATION ("TPF"), BY MAKING GRANTS TO CHARITABLE ORGANIZATIONS AND FOR CHARITABLE PURPOSES THAT FURTHER THE EXPRESS PURPOSES OF TPF.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,420,000ExpenseAmt
Grant$1,420,000GrantAmt
Revenue$0RevenueAmt
DescDURING 2019, THE JACK G. BUNCHER CHARITABLE FUND APPROVED GRANTS TOTALING $1,420,000 IN ITS EFFORTS TO SUPPORT THE PITTSBURGH FOUNDATION.Desc
Total Program Service Expenses$1,420,000TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJONATHAN BRELSFORD SVP FINANCEINVPersonNm
Phone4123942628PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1FIVE PPG PLACE SUITE 250AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP152225401ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
YVONNE MAHER
VICE PRES/SEC (EXITED 10/31/19)0.5040.00Yes (X)Yes (X)$0$357,362$193,429
MAXWELL KING
PRESIDENT (EXITED 6/30/19)0.5052.00Yes (X)Yes (X)$0$413,216$30,186
ELISABETH SCHROEDER
PRESIDENT (ENTERED 6/1/19)0.5052.00Yes (X)Yes (X)$0$273,978$53,014
JONATHAN BRELSFORD
TREASURER0.5040.00Yes (X)Yes (X)$0$248,364$52,986
KELLY URANKER
VICE PRES/SEC (ENTERED 11/25/19)0.5041.00Yes (X)Yes (X)$0$112,257$22,708
THOMAS J BALESTRIERI
DIRECTOR0.500.00Yes (X)$0$0$0
BERNITA BUNCHER
DIRECTOR0.500.00Yes (X)$0$0$0
ESTELLE F COMAY
DIRECTOR0.501.00Yes (X)$0$0$0
WILLIAM DORING
DIRECTOR0.500.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,405,177TotReportableCompRltdOrgAmt
Total Other Compensation$352,323TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$500,000AllOtherContributionsAmt
Total Contributions$500,000TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$604,006TotalRevenueColumnAmt
Exclusion$604,006ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,540SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,540SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,540TotalRevenueColumnAmt
Exclusion$1,540ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,105,546TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$605,546ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,420,000TotalAmt
Program Services$1,420,000ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$550TotalAmt
Management And General$550ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$1,540TotalAmt
Management And General$1,540ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,422,090TotalAmt
Program Services$1,420,000ProgramServicesAmt
Management And General$2,090ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$6,726,992BOYAmt
EOY$7,525,262EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,138,793BOYAmt
EOY$873,993EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$8,865,785BOYAmt
EOY$8,399,255EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,074,556BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,074,556BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,791,229BOYAmt
EOY$8,399,255EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$7,791,229BOYAmt
EOY$8,399,255EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,865,785BOYAmt
EOY$8,399,255EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$316,544ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$924,570NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE PGH FDNBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN250965466EIN
Organization Type8OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$1,420,000SupportAmt
Other Support$2,090OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$1,420,000SupportSumAmt
Other Support Sum$2,090OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$7,525,262BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$7,525,262TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescINTEREST IN THE PITTSBURGH FOUNDATION LEGACY FUNDDesc
Book Value$873,993BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$873,993TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$2,028,576TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$924,570NetUnrealizedGainsInvstAmt
Revenue Not Reported$924,570RevenueNotReportedAmt
Revenue Subtotal$1,104,006RevenueSubtotalAmt
Investment Expenses Not Incld$1,540InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$1,540RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,105,546TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,420,550TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,420,550ExpensesSubtotalAmt
Investment Expenses Not Incld2$1,540InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$1,540ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,422,090TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION 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 CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION FILES U.S. FEDERAL AND STATE INFORMATION RETURNS, AND NO RETURNS ARE CURRENTLY UNDER EXAMINATION. THE STATUTE OF LIMITATIONS ON THE FOUNDATION'S FEDERAL TAX RETURNS REMAINS OPEN FOR THE YEARS ENDED DECEMBER 31, 2016 THROUGH THE PRESENT. THE FOUNDATION CONTINUES TO EVALUATE ITS TAX POSITIONS PURSUANT TO THE PRINCIPLES OF FASB GUIDANCE AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE FOUNDATION'S CONSOLIDATED FINANCIAL STATEMENTS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PITTSBURGH FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15 PPG PLACE SUITE 250AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Recipient EIN250965466RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$1,420,000CashGrantAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc
Purpose Of Grant$170,000 FOR THE CENTER FOR PHILANTHROPY GRANTMAKING; $150,000 FOR WESTMORELAND COUNTY CAPACITY BUILDING AND COMPREHENSIVE COMMUNITY GRANTMAKING; $600,000 FOR GENERAL OPERATIONS AND TECHNOLOGY INNOVATION; $500,000 FOR PROGRAM AND POLICY GRANTMAKINGPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationORGANIZATIONS RECEIVING FUNDING MUST BE A 501(C)(3) CHARITABLE ORGANIZATION AS DETERMINED BY THE INTERNAL REVENUE SERVICE. A COPY OF THE IRS DETERMINATION LETTER MUST ACCOMPANY THE GRANT APPLICATION. ALL GRANTEES ARE REQUIRED TO PREPARE AND RETURN A DESCRIPTION OF HOW THE GRANT WAS USED WITHIN ONE YEAR AFTER RECEIVING THE GRANT (GRANT FOLLOW-UP REPORT).ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
YVONNE MAHER
VICE PRES/SEC (EXITED 10/31/19)$0$205,824$0$0$0$151,538$0$171,035$0$22,394$0$550,791$0$0
MAXWELL KING
PRESIDENT (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
PRESIDENT (ENTERED 6/1/19)$0$271,741$0$0$0$2,237$0$44,083$0$8,931$0$326,992$0$0
JONATHAN BRELSFORD
TREASURER$0$231,589$0$15,000$0$1,775$0$23,723$0$29,263$0$301,350$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4AFormAndLineReferenceDesc
ExplanationYVONNE MAHER RECEIVED A SEVERANCE PAYMENT OF $150,000 IN CALENDAR YEAR 2019. IN ADDITION, SEVERANCE OF $350,000 WAS ACCRUED FOR TAX YEAR ENDED DECEMBER 31, 2019. A PORTION OF THIS AMOUNT WAS PAID WITHIN TWO AND A HALF MONTHS AFTER YEAR END AND THEREFORE NOT INCLUDED IN PART II, COLUMN (C).ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THE FOUNDATION IS A TYPE I SUPPORTING ORGANIZATION OF THE PITTSBURGH FOUNDATION. AS A TYPE I SUPPORTING ORGANIZATION, THE PITTSBURGH FOUNDATION APPOINTS THE MAJORITY OF TRUSTEES. DURING 2019, THE TRUSTEES APPOINTED BY THE PITTSBURGH FOUNDATION WERE ESTELLE COMAY, THE PRESIDENT/CEO OF THE FOUNDATION MAXWELL KING, AND FOUNDATION EMPLOYEES JONATHAN BRELSFORD AND YVONNE MAHER. MR. KING, MR. BRELSFORD AND MS. MAHER HAVE A BUSINESS RELATIONSHIP AS A RESULT OF THEIR COMMON EMPLOYMENT. MR. KING DEPARTED THE PITTSBURGH FOUNDATION JUNE 30, 2019 AND HIS POSITION ON THE BOARD WAS FILLED BY MS. ELISABETH SCHROEDER EFFECTIVE JUNE 1, 2019. MS. MAHER DEPARTED THE PITTSBURGH FOUNDATION OCTOBER 31, 2019 AND HER POSITION ON THE BOARD WAS FILLED BY MS. KELLY URANKER EFFECTIVE NOVEMBER 25, 2019. MS. SCHROEDER, MS. URANKER AND MR. BRELSFORD HAVE A BUSINESS RELATIONSHIP AS A RESULT OF THEIR COMMON EMPLOYMENT. BOARD MEMBERS BERNITA BUNCHER, THOMAS BALESTRIERI AND WILLIAM DORING HAVE A BUSINESS RELATIONSHIP.
FORM 990, PART VI, SECTION A, LINE 7ATHE PITTSBURGH FOUNDATION APPOINTS 4 DIRECTORS, AND THE BUNCHER FAMILY FOUNDATION APPOINTS 3 DIRECTORS.
FORM 990, PART VI, SECTION B, LINE 11BTHE AUDIT COMMITTEE OF THE PITTSBURGH FOUNDATION IS CHARGED WITH THE RESPONSIBILITY OF REVIEWING THE FORM 990 ON BEHALF OF ALL SUPPORTING ORGANIZATIONS AND EXECUTES THIS RESPONSIBILITY PRIOR TO THE FILING OF THE RETURNS WITH THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S FORM 990 IS REVIEWED INTERNALLY BY THE PITTSBURGH FOUNDATION'S VP OF FINANCE/INVESTMENTS AND SENIOR CONTROLLER. ONCE APPROVED FOR FILING, A COMPLETE COPY OF THE RETURN IS PROVIDED TO ALL OF THE ORGANIZATION'S BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 12CTHE JACK G. BUNCHER CHARITABLE FUND HAS ADOPTED A WRITTEN CONFLICT OF INTEREST POLICY. THE TRUSTEES ARE NOT REQUIRED TO COMPLETE AN ANNUAL DISCLOSURE STATEMENT, BUT RATHER, ARE REQUIRED UNDER THE TERMS OF THE POLICY TO DISCLOSE ANY POTENTIONAL OR ACTUAL CONFLICT OF INTEREST IN CONNECTION WITH ANY FINANCIAL TRANSACTION BROUGHT BEFORE THE BOARD. BOARD MINUTES CLEARLY REFLECT THE RESOLUTION OF THE PERCEIVED AND/OR ACTUAL CONFLICT IN ACCORDANCE WITH THE POLICY'S PROVISIONS. FOR EXAMPLE, IF THE A TRUSTEE SERVES ON THE BOARD OF ANY GRANT RECIPIENT, THIS FACT IS DISCLOSED AND VETTED IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY. PART VI, SECTION B, LINES 13 AND 14: THE PITTSBURGH FOUNDATION PERFORMS RECORDKEEPING AND OTHER SUPPORT SERVICES FOR ITS SUPPORTING ORGANIZATION, THE JACK G. BUNCHER CHARITABLE FUND. THESE SERVICES ARE PERFORMED IN ACCORDANCE WITH INTERNAL CONTROL POLICIES AND PROCEDURES THAT GOVERN ALL OPERATIONAL ACTIVITIES OF THE PITTSBURGH FOUNDATION. ACCORDINGLY, THE OPERATIONAL ACTIVITIES OF THE JACK G. BUNCHER FUND ARE GOVERNED BY THE FOLLOWING POLICIES AND PROCEDURES OF THE PITTSBURGH FOUNDATION: DOCUMENT DESTRUCTION, WHISTLEBLOWER POLICY, AND PROCESS FOR DETERMINING COMPENSATION WHERE APPLICABLE.
FORM 990, PART VI, SECTION B, LINE 15THE JACK G. BUNCHER FUND DOES NOT COMPENSATE ANY INDIVIDUALS FOR BOARD OR EMPLOYMENT SERVICES. FORM 990 REQUIRES THE JACK G. BUNCHER FUND TO DISCLOSE COMPENSATION PAID BY ITS RELATED ORGANIZATION, THE PITTSBURGH FOUNDATION, FOR SERVICES THE INDIVIDUALS PROVIDE TO THE PITTSBURGH FOUNDATION. COMPENSATION IS AWARDED BY THE FOUNDATION PURSUANT TO A PROCESS THAT SATISFIES THE REQUIREMENTS OF THE INTEREMEDIATE SANCTIONS REGULATIONS.
FORM 990, PART VI, SECTION C, LINE 19ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ON FILE IN THE OFFICES OF THE PITTSBURGH FOUNDATION AND ARE AVAILABLE UPON REQUEST.
FORM 990, PART VI, LINE 1B:IN ORDER TO ENSURE THAT THE SUPPORTING ORGANIZATIONS ARE RESPONSIVE TO THE NEEDS OF THEIR SUPPORTED ORGANIZATION, THE PITTSBURGH FOUNDATION, THE FILING ORGANIZATION'S BYLAWS REQUIRE THE PITTSBURGH FOUNDATION TO APPOINT CERTAIN OF ITS BOARD MEMBERS. THE PITTSBURGH FOUNDATION HAS APPOINTED EMPLOYEES OF THE PITTSBURGH FOUNDATION TO SERVE AS THEIR REPRESENTATIVES ON THE SUPPORTING ORGANIZATION BOARD. THIS RELATIONSHIP ENSURES RESPONSIVENESS BETWEEN THE ORGANIZATIONS.
FORM 990, PART XII, LINE 2C, FINANCIAL STATEMENTS AND REPORTING:THE AUDIT COMMITTEE OF THE PITTSBURGH FOUNDATION, AS PART OF ITS SHARED SERVICES ARRANGEMENT WITH THE JACK G. BUNCHER CHARITABLE FUND, ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS OF THE JACK G. BUNCHER CHARITABLE FUND AS WELL AS THE SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
THE PITTSBURGH FOUNDATION
5 PPG PLACE SUITE 250PITTSBURGHPA15222250965466COMMUNITY FOUNDATIONPA501(C)(3)LINE 8N/A0
CHARLES E KAUFMAN FOUNDATION
5 PPG PLACE SUITE 250PITTSBURGHPA15222611488948SUPPORTING ORGANIZATION OF THE PITTSBURGH FOUNDATIONPA501(C)(3)LINE 12B, II0THE PITTSBURGH FOUNDATION
NEIGHBORHOOD ALLIES
429 FOURTH AVE SUITE 1900PITTSBURGHPA15219251578436TO INVEST IN COMMUNITY-BASED EFFORTS TO REVITALIZE DISTRESSED COMMUNITIESPA501(C)(3)LINE 12A, I0THE PITTSBURGH FOUNDATION
THE FORBES FUND
5 PPG PLACE SUITE 250PITTSBURGHPA15222251418095SUPPORTING ORGANIZATION OF THE PITTSBURGH FOUNDATIONPA501(C)(3)LINE 12A, I0THE PITTSBURGH FOUNDATION
THE PITTSBURGH PROMISE FOUNDATION
5 PPG PLACE SUITE 250PITTSBURGHPA15222261982661SUPPORTING ORGANIZATION OF THE PITTSBURGH FOUNDATIONPA501(C)(3)LINE 12A, I0THE PITTSBURGH FOUNDATION
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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