2024-11-14T08:28:22-06:00 2023-12-31 251467156 SISTERSON & CO LLP 501 GRANT STREET SUITE 450 PITTSBURGH PA 15219 990 2023-01-01 251364679 PENN-LIBERTY HOLDING COMPANY PENN 4122815777 625 LIBERTY AVENUE 30TH FLOOR PITTSBURGH PA 152223110 EDWARD KOLANO SECRETARY/TREASURER 4122815777 2024-11-12 1 0 MELISSA PUGNE P01288890 4122812025 2023 2024-10-15 13:58:12Z EDWARD KOLANO 625 LIBERTY AVENUE 30TH FLOOR PITTSBURGH PA 152223115 69458 0 X N/A X 1979 PA PENN-LIBERTY HOLDING COMPANY HOLDS TITLE TO REAL ESTATE FOR THE BENEFIT OF THE HEINZ ENDOWMENTS, AN EXEMPT PRIVATE FOUNDATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 3 2 0 0 0 0 0 0 0 0 0 0 -12169 40510 -12169 40510 0 0 0 0 0 0 0 0 0 77921 78162 77921 78162 -90090 -37652 3736555 3713403 0 0 3736555 3713403 PENN-LIBERTY HOLDING COMPANY HOLDS TITLE TO REAL ESTATE FOR THE BENEFIT OF THE HEINZ ENDOWMENTS, AN EXEMPT PRIVATE FOUNDATION UNDER SECTION 501(C)(3) OF THE INTERAL REVENUE CODE. 0 0 74938 THE PROGRAM SERVICE FOR WHICH ALL EXPENSES WERE INCURRED IS THE MAINTENANCE OF REAL ESTATE, TITLE TO WHICH IS HELD BY THE TAXPAYER, PURSUANT TO 501(C)(2). 74938 0 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 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 3 2 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X EDWARD KOLANO 4122815777 625 LIBERTY AVENUE 30TH FLOOR PITTSBURGH PA 15222 CHRISTOPHER DECARDYENTER 4123 PRESIDENT/DIRECTOR 1.00 50.00 X X 0 597461 220083 CAROL R BROWN EXIT 2723 DIRECTOR 1.00 X 0 5000 0 ANDRE T HEINZ DIRECTOR 1.00 X 0 0 0 TERESA HEINZ DIRECTOR 1.00 X 0 0 0 EDWARD F KOLANO SECRETARY/TREASURER 1.00 50.00 X 0 564550 106064 0 1167011 326147 0 0 1 0 0 69458 28948 40510 40510 40510 40510 40510 0 0 3224 3224 16368 16368 REAL ESTATE TAXES 58570 58570 78162 74938 3224 0 15194 8410 3835937 130944 3721361 3704993 3736555 3713403 0 0 X 3736555 3713403 3736555 3713403 3736555 3713403 X -37652 14500 X 0 1 X 1 0 3672257 3672257 163680 130944 32736 3704993 69458 0 69458 -28948 -28948 40510 107110 28948 28948 78162 0 78162 PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -28,948. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 28,948. 0 1 0 CHRISTOPHER DECARDYENTER 4123 PRESIDENT/DIRECTOR 0 581247 0 0 0 16214 0 58969 0 161114 0 817544 0 0 EDWARD F KOLANO SECRETARY/TREASURER 0 527400 0 20000 0 17150 0 72000 0 34064 0 670614 0 0 PART I, LINE 4B EDWARD F. KOLANO AND CHRISTOPHER DECARDY PARTICIPATE IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN SPONSORED BY A RELATED ORGANIZATION, THE HEINZ ENDOWMENTS. FORM 990, PART VI, SECTION A, LINE 2 TERESA HEINZ, DIRECTOR AND ANDRE T. HEINZ, DIRECTOR ARE MOTHER AND SON. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 IS REVIEWED BY THE MANAGING DIRECTOR, FINANCE & ADMINISTRATION OF THE RELATED ORGANIZATION (THE HEINZ ENDOWMENTS) AND ALSO BY A TAX ATTORNEY. THE REVIEWED FORM 990 IS THEN ELECTRONICALLY PROVIDED TO THE DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS SHALL DISCLOSE ALL DEALINGS BETWEEN PENN-LIBERTY HOLDING COMPANY AND THEMSELVES OR ANY ORGANIZATION IN WHICH THEY HAVE A MATERIAL INTEREST. IF ANY SUCH DEALINGS ARE CONSIDERED FOR APPROVAL BY THE BOARDS, THE INTEREST OF SUCH PERSONNEL SHALL BE DISCLOSED TO THE DIRECTORS PRIOR TO THEIR VOTE. ANY BOARD MEMBER HAVING AN INTEREST IN ANY SUCH DEALINGS, OR A CONFLICT OF LOYALTY WITH RESPECT TO SUCH MATTER, SHALL RECUSE HIMSELF OR HERSELF FROM DELIBERATION REGARDING SUCH MATTER, AND SHALL NOT VOTE UPON SUCH DEALINGS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS NO COMPENSATED DIRECTORS OR EMPLOYEES. THE RELATED ORGANIZATION THAT COMPENSATES THE INDIVIDUALS LISTED IN PART VII HAS A PROCESS IN PLACE FOR DETERMINING COMPENSATION WHICH INCLUDES REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: CONTRIBUTIONS FROM THE HEINZ ENDOWMENTS 14,500. SCHEDULE R, PART V, LINE 2(1): FOOTNOTE 1: CONTRIBUTIONS MADE BY HEINZ ENDOWMENTS (25-1721100) ARE TO FUND EXPENSES INCURRED BY PENN-LIBERTY HOLDING COMPANY. SCHEDULE R, PART II: FOOTNOTE 2: PLHCO IS AN IRC SECTION 501(C)(2) TITLE HOLDING CO OF THE HEINZ ENDOWMENTS. THE HEINZ ENDOWMENTS IS CONSIDERED A RELATED ORGANIZATION UNDER THE TEST OF 50% COMMON OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES. FORM 990, PART VII: OTHER COMPENSATION IS FROM RELATED ORGANIZATIONS. THE HEINZ ENDOWMENTS 625 LIBERTY AVE 30TH FLOOR PITTSBURGH PA 152223115 251721100 GRANT MAKING PA 501(C)(3) PF 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE HEINZ ENDOWMENTS (EIN 25-1721100) (SEE SCHEDULE O FOOTNOTE 1) C 14500