JACK G BUNCHER CHARITABLE FUND FORTHE PITTSBURGH FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JACK G BUNCHER CHARITABLE FUND FORTHE PITTSBURGH FOUNDATION (EIN 20-4393147)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201333199349305838
- Schema version
- 2012v2.1
- 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 D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T12:45:38-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251408703 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNEIDER DOWNS & CO INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PPG PLACE SUITE 1700 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204393147 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JACK G BUNCHER CHARITABLE FUND FOR | BusinessNameLine1 |
| Business Name Line2 | THE PITTSBURGH FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JACK | NameControl |
| Phone | 4123915122 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIVE PPG PLACE NO 250 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152225401 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MOLLY BEERMAN | Name |
| Title | VP FINANCE | Title |
| Phone | 4123915122 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN M KIRSCH | Name |
| PTIN | P00341397 | PTIN |
| Phone | 4122613644 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MOLLY BEERMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIVE PPG PLACE NO 250 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152225401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1800710 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 2007 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | TO SUPPORT THE PITTSBURGH FOUNDATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 4 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1593913 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1444055 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 8278 | InvestmentIncomePriorYear |
| Investment Income Current Year | 55094 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 233 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1602424 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1499149 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 400000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 650000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1285 | OtherExpensePriorYear |
| Other Expenses Current Year | 1407 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 401285 | TotalExpensesPriorYear |
| Total Expenses Current Year | 651407 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1201139 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 847742 | RevenuesLessExpensesCY |
| Total Assets BOY | 1890022 | TotalAssetsBOY |
| Total Assets EOY | 3161136 | TotalAssetsEOY |
| Total Liabilities BOY | 200000 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 500000 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1690022 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2661136 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE 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 PURPOSE OF TPF. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 650000 | Expense |
| Grants | 650000 | Grants |
| Description | DURING 2012, THE JACK G. BUNCHER CHARITABLE FUND APPROVED GRANTS TOTALING $650,000 IN ITS EFFORTS TO SUPPORT THE PITTSBURGH FOUNDATION. | Description |
| Total Program Service Expense | 650000 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOLLY BEERMAN VP FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4123942658 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIVE PPG PLACE SUITE 250 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152225401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (8 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|---|
| THOMAS J BALESTRIERI | |||||||
| DIRECTOR | 0.50 | 0.00 | X | 0 | 0 | 0 | |
| H WILLIAM DORING | |||||||
| DIRECTOR | 0.50 | 0.00 | X | 0 | 0 | 0 | |
| BERNITA BUNCHER | |||||||
| DIRECTOR | 0.50 | 0.00 | X | 0 | 0 | 0 | |
| ESTELLE F COMAY | |||||||
| DIRECTOR | 0.50 | 1.00 | X | 0 | 0 | 0 | |
| GRANT OLIPHANT | |||||||
| PRESIDENT | 0.50 | 43.00 | X | 0 | 332150 | 98841 | X |
| YVONNE MAHER | |||||||
| VICE PRESIDENT/SECRETARY | 0.50 | 40.50 | X | 0 | 142105 | 51605 | X |
| MARY WILSON EXITED 0612 | |||||||
| TREASURER | 0.50 | 40.00 | X | 0 | 168286 | 59749 | X |
| JEANNE PEARLMAN EFF 0612 | |||||||
| TREASURER | 0.50 | 41.50 | X | 0 | 177854 | 129463 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 820395 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 339658 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1444055 | AllOtherContributions |
| Noncash Contributions | 944055 | NoncashContributions |
| Total Contributions | 1444055 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16274 | TotalRevenueColumn |
| Exclusion | $16,274 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 340381 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 301561 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 38820 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38820 | TotalRevenueColumn |
| Exclusion | $38,820 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1499149 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $55,094 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 650000 | Total |
| Program Services | 650000 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1407 | Total |
| Management And General | 1407 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 651407 | Total |
| Program Services | 650000 | ProgramServices |
| Management And General | 1407 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2273 | BOY |
| EOY | 2273 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1056696 | BOY |
| EOY | 2124123 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 831053 | BOY |
| EOY | 1034740 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1890022 | BOY |
| EOY | 3161136 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200000 | BOY |
| EOY | 500000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200000 | BOY |
| EOY | 500000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1690022 | BOY |
| EOY | 2661136 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1690022 | BOY |
| EOY | 2661136 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1890022 | BOY |
| EOY | 3161136 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 847742 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 123372 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PGH FDN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 250965466 | EIN |
| Type Of Organization | 8 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $651,407 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 651407 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 2124123 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2124123 | TotalOfBookValueSecurities |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST IN THE PITTSBURGH FOUNDATION LEGACY FUND | Description |
| Book Value | 1034740 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1034740 | TotalBookValueOtherAssets |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 1621114 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 123372 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 123372 | RevenueNotRptdF990 |
| Revenue Subtotal | 1497742 | RevenueSubtotal |
| Investment Expenses Not Included | 1407 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1407 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1499149 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 650000 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 650000 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 1407 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 1407 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 651407 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | 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, STATE AND LOCAL INFORMATION RETURNS, AND NO RETURNS ARE CURRENTLY UNDER EXAMINATION. THE STATUTE OF LIMITATIONS ON THE FOUNDATION'S U.S. FEDERAL TAX RETURNS REMAINS OPEN FOR THE YEARS ENDED DECEMBER 31, 2009 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. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PITTSBURGH FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 PPG PLACE SUITE 250 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 250965466 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 650000 | AmountOfCashGrant |
| Method Of Valuation | N/A | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Purpose Of Grant | $100,000 DAY OF GIVING 2013, $100,000 GIVING CIRCLE MATCH 2013, AND $450,000 OPERATIONS | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: ORGANIZATIONS 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). | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GRANT OLIPHANT | ||||||||||||||
| PRESIDENT | 0 | 305422 | 0 | 25000 | 0 | 1728 | 0 | 84433 | 0 | 14408 | 0 | 430991 | 0 | 0 |
| YVONNE MAHER | ||||||||||||||
| VICE PRESIDENT/SECRETARY | 0 | 141374 | 0 | 0 | 0 | 731 | 0 | 38846 | 0 | 12759 | 0 | 193710 | 0 | 0 |
| MARY WILSON EXITED 0612 | ||||||||||||||
| TREASURER | 0 | 167632 | 0 | 0 | 0 | 654 | 0 | 43212 | 0 | 16537 | 0 | 228035 | 0 | 0 |
| JEANNE PEARLMAN EFF 0612 | ||||||||||||||
| TREASURER | 0 | 173405 | 0 | 0 | 0 | 4449 | 0 | 112330 | 0 | 17133 | 0 | 307317 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | THE VALUE SHOWN IN PART II, COLUMN (C), RETIREMENT AND OTHER DEFERRED COMPENSATION, INCLUDES THE PORTION OF THE CURRENT YEAR'S ACCUMULATED BENEFIT OBLIGATION THAT IS ATTRIBUTABLE TO BENEFITS ACCRUED DURING THE YEAR UNDER THE PITTSBURGH FOUNDATION'S DEFINED BENEFIT PENSION PLAN. THIS FIGURE WAS NOT AVAILABLE BY INDIVIDUAL FOR PLAN YEARS PRIOR TO 2012. | Explanation |
Schedule M IRS990ScheduleM
Securities Closely Held Stock SecuritiesCloselyHeldStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 944055 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE 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 2012, THE TRUSTEES APPOINTED BY THE PITTSBURGH FOUNDATION INCLUDED BUSINESS RELATIONSHIPS WITH GRANT OLIPHANT - THE PRESIDENT/CEO OF THE PITTSBURGH FOUNDATION AND SEVERAL EMPLOYEES OF THE PITTSBURGH FOUNDATION INCLUDING MARY WILSON, JEANNE PEARLMAN, AND YVONNE MAHER. THESE INDIVIDUALS HAVE A BUSINESS RELATIONSHIP AS A RESULT OF THEIR COMMON EMPLOYMENT. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE PITTSBURGH FOUNDATION APPOINTS 4 DIRECTORS, AND THE JACK G. BUNCHER CHARITABLE FUND APPOINTS 3 DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 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 PRESIDENT. 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 12C | THE 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 15 | THE 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 19 | ALL 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 VII, LINE 1A, COMPENSATION: | THE VALUE SHOWN IN PART II, COLUMN (F), ESTIMATED AMOUNT OF OTHER COMPENSATION, INCLUDES THE PORTION OF THE CURRENT YEAR'S ACCUMULATED BENEFIT OBLIGATION THAT IS ATTRIBUTABLE TO BENEFITS ACCRUED DURING THE YEAR UNDER THE PITTSBURGH FOUNDATION'S DEFINED BENEFIT PENSION PLAN. THIS FIGURE WAS NOT AVAILABLE BY INDIVIDUAL FOR PLAN YEARS PRIOR TO 2012. |
| 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
Form990 Schedule R Part II Form990ScheduleRPartII (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| THE PITTSBURGH FOUNDATION | ||||||||||
| 5 PPG PLACE SUITE 250 | PITTSBURGH | PA | 15222 | 250965466 | COMMUNITY FOUNDATION | PA | 501(C)(3) | LINE 8 | 0 | |
| CHARLES E KAUFMAN FOUNDATION | ||||||||||
| 5 PPG PLACE SUITE 250 | PITTSBURGH | PA | 15222 | 611488948 | SUPPORTING ORGANIZATION OF THE PITTSBURGH FOUNDATION | PA | 501(C)(3) | LINE 11A, I | 1 | THE PITTSBURGH FOUNDATION |
| PITTSBURGH PARTNERSHIP FOR NEIGHBORHOOD DEVELOPMENT | ||||||||||
| 425 SIXTH AVE | PITTSBURGH | PA | 15219 | 251578436 | TO INVEST IN COMMUNITY-BASED EFFORTS TO REVITALIZE DISTRESSED COMMUNITIES | PA | 501(C)(3) | LINE 11A, I | 1 | THE PITTSBURGH FOUNDATION |
| THE J CHRISTOPHER AND ANN C DONAHUE CHARITABLE FUND | ||||||||||
| 5 PPG PLACE SUITE 250 | PITTSBURGH | PA | 15222 | 576208741 | SUPPORTING ORGANIZATION OF THE PITTSBURGH FOUNDATION | PA | 501(C)(3) | LINE 11A, I | 1 | THE PITTSBURGH FOUNDATION |
| THE SYLVIA AND MARTIN SNOW CHARITABLE FOUNDATION | ||||||||||
| 5 PPG PLACE SUITE 250 | PITTSBURGH | PA | 15222 | 251644652 | SUPPORTING ORGANIZATION OF THE PITTSBURGH FOUNDATION | PA | 501(C)(3) | LINE 11A, I | 1 | THE PITTSBURGH FOUNDATION |
| THE FORBES FUND | ||||||||||
| 5 PPG PLACE SUITE 250 | PITTSBURGH | PA | 15222 | 251418095 | SUPPORTING ORGANIZATION OF THE PITTSBURGH FOUNDATION | PA | 501(C)(3) | LINE 11A, I | 1 | THE PITTSBURGH FOUNDATION |
| THE PITTSBURGH PROMISE | ||||||||||
| 5 PPG PLACE SUITE 250 | PITTSBURGH | PA | 15222 | 261982661 | SUPPORTING ORGANIZATION OF THE PITTSBURGH FOUNDATION | PA | 501(C)(3) | LINE 11A, I | 1 | THE PITTSBURGH FOUNDATION |
| SAMPSON FAMILY FUND | ||||||||||
| 5 PPG PLACE SUITE 250 | PITTSBURGH | PA | 15222 | 300338252 | SUPPORTING ORGANIZATION OF THE PITTSBURGH FOUNDATION | PA | 501(C)(3) | LINE 11A, I | 1 | THE PITTSBURGH FOUNDATION |
| THE DIETRICH FOUNDATION | ||||||||||
| 600 GRANT STREET SUITE 5360 | PITTSBURGH | PA | 15219 | 364711746 | SUPPORTING ORGANIZATION OF THE PITTSBURGH FOUNDATION | PA | 501(C)(3) | LINE 11A, I | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PITTSBURGH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionType |
| Amount Involved | 650000 | AmountInvolved |
| Method Of Amt Determination | FMV | MethodOfAmtDetermination |
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