2018-11-13T13:34:15-06:00 2017-12-31 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990 2017-01-01 256719412 RP SIMMONS FAMILY CHARITABLE TRUST RPSI 4123915122 FIVE PPG PLACE NO 250 PITTSBURGH PA 15222 JONATHAN BRELSFORD VP FINANCE/INVESTMENTS 4123915122 2018-11-13 1 SUSAN M KIRSCH P00341397 4122613644 208.79.164.82 2018-11-13 08:17:51 ES P 0395E11EB06D780ECFC245D51E1B24F35389E13E ED4C94F1B30A2419E19D98BACB4CD30BED54357B 2017 2019-02-21 02:37:17Z JONATHAN BRELSFORD FIVE PPG PLACE NO 250 PITTSBURGH PA 15222 1002624 0 X N/A X 2000 PA TO SUPPORT THE PITTSBURGH FOUNDATION. 5 5 0 6 0 0 0 0 0 0 43133 571332 0 0 43133 571332 306400 60000 0 0 0 0 0 0 0 133290 189619 439690 249619 -396557 321713 8633885 9570651 288917 0 8344968 9570651 THE R.P. SIMMONS FAMILY CHARITABLE TRUST MAKES DISTRIBUTIONS TO THE PITTSBURGH FOUNDATION (TPF), TO ASSIST TPF IN SUPPORTING ORGANIZATIONS THAT PROMOTE SOCIAL, EDUCATIONAL, AND CULTURAL PROGRAMS IN THE WESTERN PENNSYLVANIA AREA AND TO CARRY OUT THE PURPOSES OF TPF. 0 0 60000 60000 0 DURING THE YEAR 2017, THE R.P. SIMMONS FAMILY CHARITABLE TRUST APPROVED $60,000 IN GRANTS TO THE PITTSBURGH FOUNDATION (TPF) TO ASSIST TPF IN PROMOTING SOCIAL, EDUCATIONAL AND CULTURAL PROGRAMS IN THE WESTERN PENNSYLVANIA AREA. 60000 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X JONATHAN BRELSFORD VP FINANCEINVE 4123942628 FIVE PPG PLACE SUITE 250 PITTSBURGH PA 152225401 X THOMAS G BIGLEY TRUSTEE 0.50 0.00 X 0 0 0 LEE FOSTER ENTERED 1117 TRUSTEE 0.50 1.00 X 0 0 0 DAVID MCL HILLMAN EXIT 73117 TRUSTEE 0.50 1.00 X 0 0 0 ANNE LEWIS TRUSTEE 0.50 2.00 X 0 0 0 AMY PS SEBASTIAN TRUSTEE 0.50 0.00 X 0 0 0 RICHARD P SIMMONS TRUSTEE 0.50 0.00 X 0 0 0 0 0 0 0 0 0 0 K&L GATES LLP KL GATES CENTER210 SIXTH AVE PITTSBURGH PA 15222 LEGAL SERVICES 180184 1 269365 269365 733259 431292 301967 301967 301967 571332 0 0 571332 60000 60000 141266 141266 20709 20709 SHARED SERVICES EXPENSE 27644 27644 249619 60000 189619 0 414332 138491 95 95 6871983 8196122 1347475 1235943 8633885 9570651 38917 0 250000 0 288917 0 X 8344968 9570651 8344968 9570651 8633885 9570651 321713 903970 0 X 0 0 0 X X 1 THE PGH FDN 250965466 8 1 60000 189619 1 60000 189619 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 13976 0 0 317431 272957 317431 286933 0 0 0 0 17884 20709 299547 266224 8430193 8973750 349256 397967 0 0 8779449 9371717 0 0 0 8779449 9371717 131692 140576 8647757 9231141 302671 323090 0 0 302671 323090 299547 254615 302671 302671 0 302671 310000 0 0 0 0 0 310000 310000 302671 100.000000000000 302671 0 0 0 0 33425 33425 0 33425 0 310000 0 269246 40754 0 0 40754 0 0 0 0 40754 PART IV, SECTION D, LINE 3: TWO OF THE FIVE TRUSTEES OF THE ORGANIZATION (40%) ARE APPOINTED BY THE FOUNDATION FROM AMONG ITS OWN BOARD OF DIRECTORS. THESE FOUNDATION TRUSTEES ATTEND AND FULLY PARTICIPATE (INCLUDING VOTING ON ALL MATTERS) IN THE ORGANIZATION'S TWO ANNUAL BOARD OF TRUSTEES MEETINGS, WHERE ALL INVESTMENT AND DISTRIBUTION DECISIONS OF THE ORGANIZATION ARE MADE. FORM 990, SCHEDULE A AT THE 2017 FALL BOARD OF TRUSTEES MEETING, THE TRUSTEES UNANIMOUSLY AUTHORIZED LEGAL COUNSEL TO THE TRUST TO PREPARE AND CIRCULATE ALL NECESSARY OR APPROPRIATE IMPLEMENTATION DOCUMENTS FOR CONSIDERATION TO TERMINATE THE TRUST AND TRANSFER ASSETS TO THE SUPPORTED ORGANIZATION, THE PITTSBURGH FOUNDATION. 0 HEDGE FUNDS 405484 F ALTERNATIVE INVESTMENTS 830459 F 1235943 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS N/A 1235943 0 0 0 0 0 0 1235943 0 1235943 1 0 1 1 1 0 1 THE PITTSBURGH FOUNDATION 5 PPG PLACE SUITE 250 PITTSBURGH PA 15222 250965466 501(C)(3) 60000 N/A N/A PROVIDE GRANTS TO TPF TO ASSIST IN PROMOTING EDUCATIONAL, SOCIAL & CULTURAL PROGRAMS. 1 0 PART I, LINE 2: ALL GRANTS ARE PAID TO THE PITTSBURGH FOUNDATION WITH THE RECOMMENDATION THAT ALL GRANTS BE PAID TO SECTION 501(C)(3) PUBLIC CHARITIES. THE PITTSBURGH FOUNDATION PROVIDES A GRANT FOLLOW-UP REPORT. FORM 990, PART VI, SECTION A, LINE 2 RICHARD P. SIMMONS, TRUSTEE, AMY SEBASTIAN, TRUSTEE, FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A AT LEAST 2/5 OF THE TRUSTEES WILL BE APPOINTED BY AND BE MEMBERS OF THE PITTSBURGH FOUNDATION BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE OF THE PITTSBURGH FOUNDATION IS CHARGED WITH THE RESPONSIBILITY OF REVIEWING THE FORMS 990 ON BEHALF OF ALL SUPPORTING ORGAIZATIONS 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 SENIOR CONTROLLER. ONCE APPROVED FOR FILING, A COMPLETE COPY OF THE RETURN IS PROVIDED TO ALL OF THE ORGANIZATION'S TRUSTEES. FORM 990, PART VI, SECTION B, LINE 12C THE R. P. SIMMONS FAMILY CHARITABLE TRUST ADOPTED A WRITTEN CONFLICT OF INTEREST POLICY. TRUSTEES ARE REQUIRED TO ANNUALLY REVIEW THE POLICY AND SIGN AN ANNUAL DISCLOSURE STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE R. P. SIMMONS FAMILY CHARITABLE TRUST DOES NOT COMPENSATE ANY INDIVIDUALS FOR BOARD OR EMPLOYMENT SERVICES. WITH RESPECT TO SHARED SERVICES PROVIDED BY THE PITTSBURGH FOUNDATION, COMPENSATION IS AWARDED BY THE PITTSBURGH FOUNDATION PURSUANT TO A PROCESS THAT SATISFIES THE REQUIREMENTS OF THE INTERMEDIATE SANCTIONS REGULATIONS. FORM 990, PART VI, SECTION C, LINE 19 ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ON FILE IN THE OFFICES OF THE PITTSBURGH FOUNDATION AND ARE AVAILABLE UPON REQUEST. THE PITTSBURGH FOUNDATION 5 PPG PLACE SUITE 250 PITTSBURGH PA 15222 250965466 COMMUNITY FOUNDATION PA 501(C)(3) LINE 8 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0