2024-04-25T15:31:28-05:00 2023-06-30 251638525 GROSSMAN YANAK & FORD LLP THREE GATEWAY CTR STE 1800 PITTSBURGH PA 15222 990 2022-07-01 251688439 HOLY FAMILY FOUNDATION HOLY 4127664030 8235 OHIO RIVER BLVD PITTSBURGH PA 15202 MARK PALASTRO CFO 4127664030 2024-04-24 1 MARK PALASTRO 999009999 0 RICHARD E DYNOSKE P00095538 4123389300 2024-04-19 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SISTER LINDA YANKOSKI 8235 OHIO RIVER BLVD PITTSBURGH PA 15202 5408277 0 X WWW.HFI-PGH.ORG X 1992 PA HOLY FAMILY FOUNDATION (HFF) SUPPORTS CHILDREN AND FAMILIES THROUGH FUNDRAISING. 11 9 0 21 0 0 3084168 4925869 0 0 629283 217790 173711 174529 3887162 5318188 2343290 1336396 0 0 43784 55020 0 0 227930 135092 181405 2522166 1572821 1364996 3745367 12747339 16994806 168264 109913 12579075 16884893 HOLY FAMILY FOUNDATION PROVIDES FUNDRAISING EXPERTISE TO SUPPORT HOLY FAMILY'S MISSION AND MINISTRIES, INCLUDING NAZARETH PREP. 0 0 1164751 1164751 GRANTS TO NAZARETH PREP$1,164,751 FOR PROGRAM ENHANCEMENTS. HFF PROVIDED FUNDS TO SUPPORT PROGRAMS OF NAZARETH PREP THAT DEMONSTRATED SPECIFIC NEEDS. 171645 171645 GRANTS TO HOLY FAMILY INSTITUTE$171,645 FOR PROGRAM ENHANCEMENTS. HFF PROVIDED FUNDS TO SUPPORT PROGRAMS OF HFI THAT DEMONSTRATED SPECIFIC NEEDS. HFF SOLICITS RESTRICTED AND UNRESTRICTED CONTRIBUTIONS FROM CORPORATIONS, FOUNDATIONS, INDIVIDUALS AND OTHER SOURCES. HFF ALSO RESPONDS TO NEW PROGRAM AND SERVICE OPPORTUNITIES BY WRITING PROPOSALS AND REPORTS TO SECURE GOVERNMENT-FUNDED CONTRACTS. HFF ACCEPTS AND DISTRIBUTES EDUCATIONAL IMPROVEMENT TAX CREDITS. HFF GRANTED TO NAZARETH PREP SCHOLARSHIPS FROM TAX CREDITS AND PRIVATE GIFTS. 1336396 1 1 0 1 0 1 0 0 0 1 0 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 1 0 0 0 0 0 0 0 0 0 0 0 X 11 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X MARK PALASTRO 4127664030 8235 OHIO RIVER BOULEVARD PITTSBURGH PA 15202 MORGAN K O'BRIEN CHAIR 1.00 X X 0 0 0 STACY BROVITZ TREASURER 1.00 X X 0 0 0 ELISA J CAVALIER SECRETARY 1.00 X X 0 0 0 CHARLES C CASALNOVA TRUSTEE 1.00 X 0 0 0 RALPH G FISCHER TRUSTEE 1.00 X 0 0 0 JAMES R HAGGERTY TRUSTEE 1.00 X 0 0 0 LAURA KARET TRUSTEE 1.00 X 0 0 0 SISTER LINDA YANKOSKI CSFN EDD CEO 40.00 X X 0 0 265401 MARK PALASTRO CFO 40.00 X 0 146179 16524 MICHAEL SEXAUER PRESIDENT 40.00 X X 0 187046 6487 0 333225 288412 0 0 1 0 0 33218 4892651 4925869 217790 217790 256883 90089 166794 166794 MISCELLANEOUS 611110 7735 7735 7735 5318188 7735 0 384584 1336396 1336396 45215 45215 6429 6429 3376 3376 17372 1592 15780 11852 11852 570 570 117 117 362 362 3978 3978 787 787 1110 1110 2068 2068 6903 6903 MISCELLANEOUS 124159 124159 DUES 8029 8029 PRINTING AND PUBLICATIO 3000 3000 EQUIPMENT 834 834 264 264 1572821 1336396 8495 227930 2331999 356472 3007042 5019085 5049 14359 7319037 11416537 84212 188353 12747339 16994806 53899 86506 114365 23407 168264 109913 X 7253527 9706912 5325548 7177981 12579075 16884893 12747339 16994806 3745367 560451 0 X X 0 1 X 1 0 X X 2 HOLY FAMILY INSTITUTE 250984606 7 1 171645 0 NAZARETH PREP 232939532 7 1 1164751 0 2 1336396 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 49000 49000 0 PART II-B, LINE 1: HOLY FAMILY FOUNDATION STARTED PAYING MONTHLY RETAINER FEE TO BUCHANAN INGERSOLL FOR GOVERNMENT RELATION CONSULTATION. THEY ALSO PAID A FEE TO COMMONWEALTH CONSULTING FOR MANAGEMENT FEES RELATING TO LOBBYING EXPENSES. 1 0 5992337 0 560451 0 6552789 7928856 0 -1936518 0 5992337 7928855 1132558 1295570 2428127 7928856 7928855 545502 120277 665779 7928855 7928855 823349 68012 891361 7928855 0.48841 0.51159 0.00000 0 0 0 DUE TO RELATED PARTY 23407 23407 X 5926051 560451 59263 619714 5306337 11851 11851 5318188 1620233 59263 59263 1560970 11851 11851 1572821 PART X, LINE 2: THE ENDOWMENT ASSETS ARE USED BY THE FOUNDATION TO PROVIDE INCOME FOR THE MAINTENANCE OF GRANTING ACTIVITIES OF THE FOUNDATION. FIN 48 FOOTNOTE - THE INTERNAL REVENUE SERVICE HAS RECOGNIZED HFF AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS FURTHER CLASSIFIED HFF AS AN ORGANIZATION WHICH IS NOT A PRIVATE FOUNDATION. ACCORDINGLY, A PROVISION FOR FEDERAL OR STATE INCOME TAX IS NOT REQUIRED. AFTER AN ASSESSMENT OF HFF'S TAX POSITIONS, MANAGEMENT BELIEVES THAT THERE IS NO LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AT JUNE 30, 2023. HFF IS NO LONGER SUBJECT TO TAX EXAMINATIONS FOR YEARS BEFORE JUNE 30, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 59,263. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 59,263. COURAGE HOUSE 172645 172645 25024 GOLF OUTING 70721 70721 34240 1 13517 13517 30825 256883 256883 90089 90089 166794 1 HOLY FAMILY INSTITUTE 8235 OHIO RIVER BOULEVARD PITTSBURGH PA 15202 250984606 501(C)(3) 171645 0 PROGRAM SUPPORT NAZARETH PREP 8235 OHIO RIVER BOULEVARD PITTSBURGH PA 15202 232939532 501(C)(3) 1164751 0 PROGRAM SUPPORT PART I, LINE 2: HOLY FAMILY FOUNDATION PROVIDES GRANTS TO ITS RELATED ORGANIZATIONS INCLUDING HOLY FAMILY INSTITUTE AND NAZARETH PREP. THE USE AND AMOUNT OF THESE GRANTS IS DETERMINED BY THE DONORS OF THE GRANTS OR AT THE DISCRETION OF THE BOARD OF DIRECTORS. HOLY FAMILY FOUNDATION MONITORS THE USE OF THE GRANTS THROUGH DAY TO DAY INTERACTIONS WITH THE RELATED ORGANIZATIONS. X 0 1 X X X 0 0 0 0 0 0 0 0 0 SISTER LINDA YANKOSKI CSFN EDD CEO 0 0 0 0 0 0 0 259506 0 5895 0 265401 0 0 MICHAEL SEXAUER PRESIDENT 0 187046 0 0 0 0 0 0 0 6487 0 193533 0 0 PART I, LINE 1B EXPENSES FOR THE RESIDENCE FOR PERSONAL USE ARE PAID BASED FROM ACTUAL INVOICES RECEIVED. COMPENSATION WAS NOT PAID DIRECTLY TO SISTER LINDA YANKOSKI. PAYMENTS WERE MADE TO HER ORDER, SISTERS OF THE HOLY FAMILY OF NAZARETH. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF HOLY FAMILY FOUNDATION SHALL BE HOLY FAMILY INSTITUTE, A PENNSYLVANIA NONPROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER MAY EXERCISE ITS RESERVED POWERS BY TAKING EITHER OF THE FOLLOWING ACTIONS: (A) THE BOARD OF DIRECTORS OF THE MEMBER MAY ACT ON THE MEMBER'S BEHALF IN EXERCISING THE MEMBER'S RESERVED POWERS OVER THE CORPORATION. (B) THE BOARD OF DIRECTORS OF THE MEMBER MAY BY RESOLUTION APPOINT ANY TWO OFFICERS OF THE MEMBER TO ACT ON THE MEMBER'S BEHALF AND SUCH AUTHORIZATION MAY BE GENERAL OR LIMITED TO SPECIFIC INSTANCES. THE GOVERNANCE AND OPERATIONS OF THE CORPORATION SHALL BE SUBJECT TO THE MEMBER'S RIGHT TO EXERCISE RESERVED POWERS. THESE RESERVED POWERS INCLUDE THE RIGHT TO APPOINT AND REMOVE THE BOARD OF TRUSTEES OR ANY ONE OR MORE OF THE TRUSTEES OF THE CORPORATION, THE EXECUTIVE DIRECTOR, AND THE CHIEF EXECUTIVE OFFICER OF ANY AFFILIATE. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNANCE AND OPERATIONS OF THE CORPORATION SHALL BE SUBJECT TO THE MEMBER'S RIGHT TO EXERCISE RESERVED POWERS. THESE RESERVED POWERS INCLUDE THE RIGHT TO: (A) APPROVE THE RECOMMENDATION OF THE BOARD OF TRUSTEES TO APPOINT OR REMOVE THE BOARD OF TRUSTEES OR ANY ONE OF MORE OF THE TRUSTEES OF THE CORPORATION, THE EXECUTIVE DIRECTOR, AND THE CHIEF EXECUTIVE OFFICER OF ANY AFFILIATE; (B) APPROVE THE PURCHASE, SALE, ALIENATION, EXCHANGE, LEASE OR ENCUMBRANCE OF ANY REAL PROPERTY OF THE CORPORATION OR ANY AFFILIATE; (C) APPROVE THE SALE OF SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION OR OF ANY AFFILIATE; (D) APPROVE THE MERGER OR DISSOLUTION OF THE CORPORATION OR OF ANY AFFILIATE; (E) APPROVE THE STRATEGIC PLAN OF THE CORPORATION; (F) APPROVE BORROWING OR FINANCIAL OBLIGATION BY THE CORPORATION OR ANY AFFILIATE; (G) APPROVE ANY INCREMENTAL OR ADDITION TO THE DEBT AND/OR RENEGOTIATION, MODIFICATION OR OTHER CHANGE OF EXISTING DEBT OF THE CORPORATION OR OF ANY AFFILIATE; (H) APPROVE THE FORMATION OF ANY AFFILIATE; (I) APPROVE THE POLICY FOR THE DISTRIBUTION OF GRANTS OF THE CORPORATION TO ANY OTHER CORPORATION; (J) ADOPT POLICIES TO IMPLEMENT THE RESERVED POWERS OF THE MEMBER; (K) APPROVE, ADOPT, AMEND THE MISSION/PHILOSOPHY, THE ARTICLES AND BY-LAWS OF THE CORPORATION FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE DRAFT 990 IS REVIEWED BY THE CFO, PRESIDENT, AND FINANCE COMMITTEE AND MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND MUST BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF THE COMMITTEE. IF IT IS BELIEVED A MEMBER HAS FAILED TO DISCLOSE, THE MEMBER SHALL BE INFORMED OF THE BASIS FOR SUCH BELIEF AND THE BOARD WILL AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE FAILURE TO DISCLOSE. IF DEEMED NECESSARY THE BOARD SHALL TAKE APPROPRIATE CORRECTIVE AND DISCIPLINARY ACTION. FORM 990, PART VI, SECTION B, LINE 15 IT IS THE POLICY OF HOLY FAMILY THAT ALL EXECUTIVE COMPENSATION PAID BY THE ORGANIZATION IS REASONABLE BASED UPON A REVIEW OF COMPARABILITY INFORMATION. THE POLICY PROVIDES A PROCEDURE FOR THE REVIEW AND APPROVAL OF THE COMPENSATION OF THE OFFICERS, DIRECTORS, CEO, EXECUTIVE DIRECTOR OR TOP MANAGEMENT OFFICIAL, AND KEY EMPLOYEES OF THE ORGANIZATION CONSISTENT WITH APPLICABLE FEDERAL TAX LAW AND PENNSYLVANIA LAW, WITH PARTICULAR EMPHASIS ON "DISQUALIFIED PERSONS." USING COMPARABILITY DATA OF LIKE ORGANIZATIONS, COMPENSATION IS AWARDED AFTER IT IS REVIEWED AND APPROVED BY THE HUMAN RESOURCE COMMITTEE. SUCH ACTIONS ARE RECORDED IN THE MINUTES OF THE HUMAN RESOURCE COMMITTEE MEETING. ONLY PERSONS WITHOUT A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE INVOLVED. FORM 990, PART VI, SECTION C, LINE 19 THE ABOVE ITEMS ARE AVAILABLE UPON REQUEST AT HOLY FAMILY FOUNDATION ADMINISTRATIVE LOCATION DURING NORMAL BUSINESS HOURS. IN ADDITION, THE ORGANIZATION'S 990 IS AVAILABLE AT WWW.GUIDESTAR.ORG. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES TO THIS PROCESS FOR 2022-2023. HOLY FAMILY INSTITUTE 8235 OHIO RIVER BLVD PITTSBURGH PA 15202 250984606 CHARITABLE, RELIGIOUS, AND EDUCATIONAL PA 501(C)(3) LINE 7 N/A 0 NAZARETH PREP 8235 OHIO RIVER BLVD PITTSBURGH PA 15202 232939532 EDUCATIONAL SERVICES PA 501(C)(3) LINE 7 N/A 0 SAINT MARY'S VILLA FOR CHILDREN AND FAMILIES 8235 OHIO RIVER BLVD PITTSBURGH PA 15202 251888889 SERVICES FOR CHILDREN AND FAMILIES PA 501(C)(3) LINE 7 N/A 0 SISTERS OF HOLY FAMILY OF NAZARETH 310 NORTH RIVER ROAD DES PLAINES IL 60010 205728349 RELIGIOUS, CHARITABLE, AND EDUCATION IL 501(C)(3) LINE 1 N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 HOLY FAMILY INSTITUTE B 171645 CASH PAYMENTS NAZARETH PREP B 1164751 CASH PAYMENTS HOLY FAMILY INSTITUTE M 7909 CASH PAYMENTS HOLY FAMILY INSTITUTE N 585 CASH PAYMENTS HOLY FAMILY INSTITUTE E 101819 CASH PAYMENTS