2024-11-13T12:52:20-06:00 2023-12-31 251735300 CRYSTAL U HACKETT CPA 110 BERGNER STREET HARRISBURG PA 17110 990EZ 2023-02-23 922860599 PUBLIC FUNDS INVESTMENT INSTITUTE PUBL 4154624511 345 QUARRY ROAD WELLSVILLE PA 17365 MARTIN MARGOLIS FOUNDER 7174324789 2024-11-13 1 0 CRYSTAL HACKETT P00448207 7177377231 2024-11-13 X 2023 2024-10-15 13:58:12Z X X PUBFUNDS.ORG X X 83554 X 83554 83554 6516 41258 47774 35780 0 0 35780 0 35780 0 35780 0 0 0 35780 X FOCUS EXCLUSIVELY ON THE UNIQUE NEEDS AND INTEREST OF PUBLIC FUNDS INVESTORS TO PROVIDE A COMMMUNITY FOR INVESTORS TO CONNECT, SHARE BEST PRACTICES AND STAY UP TO DATE ON LATERST TRENDS AND DEVELOPMENTS IN PUBLIC FUNDS INVESTING. STRIVE TO BE LEADING RESOURCE AND ADVOCATE FOR PUBLIC FUNDS INVESTORS BU CONDUCTING AND DISTRIBUTING RESEARCH TO STATE AND LOCAL GOVERNMENTS ABOUT PUBLIC FUNDS INVESTMENT ACTIVITIES AND TRENDS, PROMOTING BEST PRACTICES, STRONG GOVERNANCE AND POSITIVE IMPACT ON SOCIETY. REGULAR PUBLICATION OF INVESTMENT DATA DASHBOARD 0 8003 EDUCATION OF PUBLIC FUNDS INVESTORS 0 3958 RESEARCH PROJECTS FOCUSING ON INVESTMENT OF PUBLIC FUNDS 0 27601 39562 MARTIN MARGOLIS FOUNDER 0.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARTIN MARGOLIS 345 QUARRY ROAD WELLSVILLE PA 17365 7174324789 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 83554 83554 83554 83554 83554 83554 0 83554 83554 0 83554 83554 X PUBLIC SUPPORT SHORT YEAR AS ORGANIZATION WAS ESTABLISHED FEBRUARY 23, 2023. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: CONFERENCES AND TRAVEL. AMOUNT: 3,958. DESCRIPTION: CONSULTING FEES. AMOUNT: 27,601. DESCRIPTION: INFORMATION SERVICES. AMOUNT: 8,003. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 225. DESCRIPTION: BANK FEES. AMOUNT: 15. DESCRIPTION: WEBSITE. AMOUNT: 1,456. TOTAL TO FORM 990-EZ, LINE 16: 41,258. PUBLIC FUNDS INVESTMENT INSTITUTE WAS FORMED ON FEBRUARY 23, 2023. EXEMPT STATUS WAS ACKNOWLEDGED ON SEPTEMBER 23, 2023. ACCORDINGLY THIS IS THE FIRST FILING OF THE 990 FOR THE ORGANIZATION. THE FOUNDER OF THE ORGANIZATION HAS CONSISTENTLY FILED BOTH HIS PERSONAL TAX RETURN AND A PRIVATE FOUNDATION ON A TIMELY BASIS. BOTH HAVE ALWAYS BEEN FILED UNDER EXTENSION. TAX PREPARER EXTENDED BOTH THE 990-PF FOR KEY FOUNDATION #23-2894154 AND THE PERSONAL RETURN FOR MR & MRS MARGOLIS #060.34.9966. DURING PREPARATION OF THE PERSONAL RETURN IT WAS DISCOVERED THERE WAS A 990 REQUIRED FOR PUBLIC FUNDS INVESTMENT INSTITUTE AS WELL.RETURN WAS PREPARED AS SOON AS POSSIBLE AFTER COMPLETION OF KEY FOUNDATION AND THE PERSONAL RETURN. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.