2025-11-13T13:53:31-06:00 2024-12-31 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990 2024-01-01 611488948 THE CHARLES E KAUFMAN FOUNDATION CHAR 4123915122 912 FT DUQUESNE BLVD FLOOR 10 PITTSBURGH PA 15222 JONATHAN BRELSFORD CIO AND SVP OPERATIONS 4123915122 2025-11-13 1 0 SARAH R PIOT P01358891 4122613644 2024 2025-03-06 01:10:19Z X JONATHAN BRELSFORD 912 FT DUQUESNE BLVD FLOOR 10 PITTSBURGH PA 15222 2553494 0 X KAUFMAN.PITTSBURGHFOUNDATION.ORG X 2005 PA TO SUPPORT THE PITTSBURGH FOUNDATION. 9 7 0 7 0 0 0 0 0 0 779692 2553494 0 0 779692 2553494 1788963 1850000 0 0 0 0 0 0 0 579829 680263 2368792 2530263 -1589100 23231 50354532 52165222 1089213 1225000 49265319 50940222 X TO PROMOTE AND SUPPORT FUNDAMENTAL SCIENTIFIC RESEARCH ACTIVITIES IN CHEMISTRY, BIOLOGY, AND PHYSICS AT PENNSYLVANIA EDUCATIONAL INSTITUTIONS AND CARRY OUT THE PURPOSES OF THE PITTSBURGH FOUNDATION. 0 0 2225760 1850000 THE CHARLES E. KAUFMAN FOUNDATION PROMOTES AND SUPPORTS FUNDAMENTAL SCIENTIFIC RESEARCH ACTIVITIES IN CHEMISTRY, BIOLOGY, AND PHYSICS AT PENNSYLVANIA EDUCATIONAL INSTITUTIONS. WITH THE AID OF A SCIENTIFIC ADVISORY BOARD, THE FOUNDATION AWARDS INTEGRATED RESEARCH-EDUCATION GRANTS, NEW INVESTIGATOR AND NEW INITIATIVE RESEARCH GRANTS. IN 2024, GRANTS WERE AWARDED FOR THE FOLLOWING CATEGORIES GOING TO INNOVATIVE AND INTERDISCIPLINARY SCIENTIFIC RESEARCH AT PENNSYLVANIA UNIVERSITIES.SEE CONTINUATION ON SCHEDULE O.INTEGRATED RESEARCH EDUCATION GRANTS PROVIDE SUPPORT FOR RESEARCH THAT FOCUSES ON DIRECT ENGAGEMENT OF UNDERGRADUATE STUDENTS ALONG SIDE INNOVATIVE SCIENTISTS IN BASIC, FUNDAMENTAL, HANDS-ON RESEARCH THAT COULD LEAD TO NEW DISCOVERIES AND PEER-REVIEWED PUBLICATIONS. TWO INTEGRATED RESEARCH EDUCATION GRANTS WERE AWARDED TO:1) UNDERSTAND THE PREY-CAPTURE MECHANISM OF THE CARNIVOROUS PLANT DROSERA BY ENGAGING UNDERGRADUATE STUDENTS THROUGH PHOTOGRAPHY AND MICROSCOPY TECHNIQUES TO BUILD A COMPUTATIONAL MODEL2) UTILIZE CECROPINS, SHORT PEPTIDES WITH ANTI-MICROBIAL PROPERTIES THAT ARE PRODUCED BY INSECTS, FOR ANTI-BACTERIAL ACTIVITY AND STABILITY BY ENGAGING UNDERGRADUATE STUDENTS IN A LAB COURSE TO DESIGN AND TEST STABLE DERIVATIVES OF CECROPINS. NEW INVESTIGATOR GRANTS PROVIDE RESEARCH SUPPORT FOR INNOVATIVE BASIC SCIENTISTS AS THEY TRANSITION INTO AN ACADEMIC POSITION AS A NEW INDEPENDENT INVESTIGATOR. THE FOUNDATION AWARDED NEW INVESTIGATOR GRANTS THAT ADDRESS CORE PRINCIPLES IN BIOLOGY, PHYSICS AND CHEMISTRY. GRANTS WERE AWARDED TO:1) FOCUS ON AN OVERLOOKED GENE EXPRESSION REGULATION MECHANISM THAT WAS DISCOVERED IN THE PRINCIPAL INVESTIGATOR'S LAB IN WHICH RNAS REGULATE THEIR OWN PRODUCTION AND BETTER UNDERSTAND HOW WIDELY THIS MECHANISM IS USED IN CELLS.2) DEVELOP THE THEORY BEHIND A FUNDAMENTALLY NEW AREA OF QUANTUM MAGNETISM CALLED ALTERMAGNETISM, A NEWLY DISCOVERED THIRD TYPE OF MAGNETISM DISTINCT FROM FERROMAGNETISM AND ANTIFERROMAGNETISM.3) USE MACHINE LEARNING TO AID IN THE CREATION OF BETTER SOLVENT MIXTURES THAT BOOST REACTION EFFICIENCY AND ARE ENVIRONMENTALLY FRIENDLY.4) UNDERSTAND HOW CONFLICTS BETWEEN DNA REPLICATION MACHINERY AND TRANSCRIPTION MACHINERY ARE PREVENTED TO AVOID GENOME BREAKAGE AND HOW CONFLICTS ARE RESOLVED WITH DNA REPAIR MACHINERY WHEN GENOME BREAKAGE OCCURS.5) INVESTIGATE THE POTENTIAL ADVANTAGE OF BIOFILM GENETIC DIVERSITY TO SURVIVE TRANSITIONS FROM ONE ENVIRONMENT TO ANOTHER AND BETTER UNDERSTAND THE CONSEQUENCES OF THIS DIVERSITY.6) UNDERSTAND THE ROLE OF ASTROCYTES, NON-NEURONAL BRAIN CELLS, IN SENSORY PROCESSING AND ATTENTION SHIFTS DURING MOVEMENT BY STUDYING APPROACH AND AVOIDANCE BEHAVIORS IN MICE.NEW INITIATIVE RESEARCH GRANTS STIMULATE EXISTING INVESTIGATORS WITH STRONG RECORDS OF RESEARCH ACCOMPLISHMENTS TO ESTABLISH COLLABORATIONS THAT FACILITATE INNOVATIVE INTERDISCIPLINARY APPROACHES TOWARD A COMMON RESEARCH QUESTION AND THAT REQUIRE EXPERTISE BEYOND THAT OF ANY SINGLE RESEARCHER. NEW INITIATIVE GRANTS WERE AWARDED TO:1) UNDERSTAND THE ENERGY CONSTRAINTS AT PLAY IN A NEW KIND OF LIQUID-LIQUID CRYSTAL PHASE SEPERATION THAT WAS RECENTLY DISCOVERED IN THE PRINCIPAL INVESTIGATOR'S LAB.2) UNDERSTAND THE IMMUNE CONSEQUENCES OF THE UPTAKE OF EXTRACELLULAR VESICLES FROM THE BACTERIUM STREPTOCOCCUS PNEAMONIAE BY MAMMALIAN CELL AND INVESTIGATE WHETHER THIS IS A CLOSED LOOP IN WHICH ONLY MAMMALIAN CELLS UPTAKE THE BACTERIUM'S EXTRACELLULAR VESICLES OR WHETHER BACTERIA ALSO UPTAKE MAMMALIAN VESICLES.3) STUDY THE SPACE AROUND MERGING BLACK HOLES BY UTILIZING DATA FROM THE LASER INTERFEROMETER GRAVITATIONAL-WAVE (LIGO) OBSERVATORY COUPLED WITH ADVANCED SIMULATIONS AND ARTIFICIAL INTELLIGENCE. 2225760 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 7 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 PA X BRYAN TAIT CHIEF FINANCE AND OPERA 4123942628 912 FT DUQUESNE BLVD FLOOR 10 PITTSBURGH PA 15222 MICHAEL YONAS TRUSTEE 1.00 40.00 X 0 187610 58107 KELLY URANKER TRUSTEE 1.00 40.50 X 0 151777 30433 ESTELLE F COMAY TRUSTEE 1.00 0.50 X 0 0 0 LARRY D HEASLEY TRUSTEE 1.00 0.00 X 0 0 0 WENDY HELEEN ESQ TRUSTEE 1.00 0.00 X 0 0 0 RICHARD J KITAY TRUSTEE 1.00 0.00 X 0 0 0 DAVID A LEWIS MD TRUSTEE 1.00 1.00 X 0 0 0 MARY LOU MCLAUGHLIN TRUSTEE 1.00 0.00 X 0 0 0 EDITH L SHAPIRA MD TRUSTEE 1.00 0.00 X 0 0 0 0 339387 88540 0 1 1 0 0 692398 692398 1861096 0 1861096 1861096 1861096 2553494 0 0 2553494 1850000 1850000 4550 4550 181068 90534 90534 78336 78336 2109 2109 420 420 SHARED SERVICES EXPENSE 413780 206890 206890 2530263 2225760 304503 0 15129 831682 50339403 51333540 50354532 52165222 250 0 1088963 1225000 1089213 1225000 X 49265319 50940222 49265319 50940222 50354532 52165222 X 23231 1539738 111934 X X 0 1 X 1 0 X X X 1 THE PGH FDN 250965466 8 1 1850000 680263 1 1850000 680263 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: THE CHARLES E. KAUFMAN FOUNDATION WAS ESTABLISHED AS A SUPPORTING ORGANIZATION OF THE PITTSBURGH FOUNDATION. THE GOAL OF THE CHARLES E. KAUFMAN FOUNDATION IS TO FOSTER AND ENCOURAGE FUNDAMENTAL RESEARCH IN CHEMISTRY, BIOLOGY AND PHYSICS FOR THE BETTERMENT AND UNDERSTANDING OF HUMAN LIFE. RESEARCH AWARDS ARE MADE IN SUPPORT OF ACADEMIC SCIENCE IN PENNSYLVANIA. THE PITTSBURGH FOUNDATION PURSUANT TO THE CHARLES E. KAUFMAN FOUNDATION TRUST AGREEMENT HAS THE POWER TO APPOINT A MAJORITY OF THE TRUSTEES AND ACCORDINGLY, IT QUALIFIES AS A TYPE I SUPPORTING ORGANIZATION. THE FOUNDATION'S PUBLIC CHARITY STATUS AS A TYPE I SUPPORTING ORGANIZATION WAS RECOGNIZED IN A DETERMINATION LETTER ISSUED BY THE INTERNAL REVENUE SERVICE. THE FOUNDATION HAD BEEN HISTORICALLY RECOGNIZED AS A TYPE II SUPPORTING ORGANIZATION. PART IV, SECTION B, LINE 1: FIVE OF THE NINE TRUSTEES ARE APPOINTED BY THE SUPPORTED ORGANIZATION, THE PITTSBURGH FOUNDATION. OF THE APPOINTED TRUSTEES, TWO OF THE FIVE ARE EMPLOYEES OF THE PITTSBURGH FOUNDATION AND ONE IS A BOARD MEMBER OF THE PITTSBURGH FOUNDATION. IN THEIR ROLES AS A BOARD MEMBER AND EMPLOYEES OF THE PITTSBURGH FOUNDATION, THE HIGHEST LEVEL OF OVERSIGHT AND MANAGEMENT OF THE SUPPORTING ORGANIZATION IS PROVIDED AS PART OF THEIR DUTIES. THE MISSION OF THE CHARLES E. KAUFMAN FOUNDATION IS ALIGNED WITH THE MISSION OF THE PITTSBURGH FOUNDATION. 0 INTEREST IN THE PITTSBURGH FOUNDATION LEGACY FUND 51333540 51333540 X 3912165 1539738 1539738 2372427 181067 181067 2553494 2237262 0 2237262 181067 111934 293001 2530263 PART X, LINE 2: THE FOUNDATION 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 CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION FILES U.S. FEDERAL AND STATE INFORMATION RETURNS, AND NO RETURNS ARE CURRENTLY UNDER EXAMINATION. THE STATUTE OF LIMITATIONS ON THE FOUNDATION'S FEDERAL TAX RETURNS REMAINS OPEN FOR THE YEARS ENDED DECEMBER 31, 2021 THROUGH THE PRESENT. THE FOUNDATION CONTINUES TO EVALUATE ITS TAX POSITIONS PURSUANT TO THE PRINCIPLES OF FASB GUIDANCE AND HAS DETERMINED THAT THERE IS NO MATERIAL IMPACT ON THE FOUNDATION'S CONSOLIDATED FINANCIAL STATEMENTS. PART XII, LINE 4B - OTHER ADJUSTMENTS: REFUNDS/CANCELLATION OF PRIOR YEAR GRANTS 111,934. 1 CARNEGIE MELLON UNIVERSITY 5000 FORBES AVENUE PITTSBURGH PA 15213 250969449 501(C)(3) 600000 0 N/A N/A NEW INITIATIVE AND NEW INVESTIGATOR RESEARCH GRANTS PENNSYLVANIA STATE UNIVERSITY 110 TECHNOLOGY CENTER BLDG UNIVERSITY PARK PA 16802 246000376 SEC. 115 450000 0 N/A N/A NEW INVESTIGATOR RESEARCH GRANTS UNIVERSITY OF PENNSYLVANIA P221 FRANKLIN BUILDING 3451 WALNUT STREET PHILADELPHIA PA 19104 231352685 501(C)(3) 600000 0 N/A N/A NEW INVESTIGATOR RESEARCH GRANTS BUCKNELL UNIVERSITY 701 MOORE AVENUE LEWISBURG PA 17837 240772407 501(C)(3) 100000 0 N/A N/A NEW INVESTIGATOR RESEARCH GRANTS BRYN MAWR COLLEGE 101 NORTH MERION AVENUE BRYAN MAWR PA 190102899 231352621 501(C)(3) 100000 0 N/A N/A NEW INVESTIGATOR RESEARCH GRANTS 5 0 PART I, LINE 2: THE ORGANIZATIONS RECEIVING FUNDING MUST BE A 501(C)(3) CHARITABLE ORGANIZATION AS DETERMINED BY THE INTERNAL REVENUE SERVICE. A COPY OF THE IRS LETTER OF DETERMINATION MUST ACCOMPANY THE GRANT APPLICATION. ALL GRANTEES ARE REQUIRED TO PREPARE AND RETURN TO THE FOUNDATION ON BEHALF OF THE CHARLES E. KAUFMAN FOUNDATION A DESCRIPTION OF HOW THE GRANT WAS USED WITHIN ONE YEAR AFTER RECEIVING THE GRANT (GRANT FOLLOW UP REPORT). 0 0 0 0 0 0 0 0 0 MICHAEL YONAS TRUSTEE 0 186134 0 0 0 1476 0 19195 0 38912 0 245717 0 0 KELLY URANKER TRUSTEE 0 151181 0 0 0 596 0 15476 0 14957 0 182210 0 0 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 MAJORITY OF TRUSTEES ARE APPOINTED BY THE PITTSBURGH FOUNDATION. KELLY URANKER AND MICHAEL YONAS HAVE A BUSINESS RELATIONSHIP AS A RESULT OF THEIR COMMON EMPLOYMENT. FORM 990, PART VI, SECTION A, LINE 7A THE FOUNDATION SHALL BE ADMINISTERED BY AT LEAST THREE TRUSTEES. THE MAJORITY OF TRUSTEES ARE APPOINTED BY THE PITTSBURGH FOUNDATION. THE REMAINING TRUSTEES SHALL BE APPOINTED BY THE DONOR TRUSTEES, APPOINTED BY CHARLES E. KAUFMAN OR ANY SUCCESSOR DESIGNATED IN WRITING BY CHARLES E. KAUFMAN. 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 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 CHIEF FINANCE AND OPERATIONS OFFICER, CONTROLLER AND SENIOR ACCOUNTING MANAGER. 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 CHARLES E. KAUFMAN FOUNDATION ADOPTED A WRITTEN CONFLICT OF INTEREST POLICY. THE TRUSTEES OF THE CHARLES E. KAUFMAN FOUNDATION COMPLETE AN ANNUAL DISCLOSURE STATEMENT AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICT OF INTEREST IN CONNECTION WITH ANY FINANCIAL TRANSACTION BROUGHT BEFORE THE BOARD. IF APPLICABLE, BOARD MINUTES WOULD THEN CLEARLY REFLECT THE RESOLUTION OF THE PERCEIVED AND/OR ACTUAL CONFLICT IN ACCORDANCE WITH THE POLICY'S PROVISIONS. PART VI, SECTION B, LINES 13 AND 14: THE PITTSBURGH FOUNDATION PERFORMS RECORDKEEPING AND OTHER SUPPORT SERVICES FOR ITS SUPPORTING ORGANIZATION, THE CHARLES E. KAUFMAN FOUNDATION. THESE SERVICES ARE PERFORMED IN ACCORDANCE WITH INTERNAL CONTROL AND POLICIES AND PROCEDURES THAT GOVERN ALL OPERATIONAL ACTIVITIES OF THE PITTSBURGH FOUNDATION. ACCORDINGLY, THE OPERATIONAL ACTIVITIES OF THE CHARLES E. KAUFMAN FOUNDATION ARE GOVERNED BY THE FOLLOWING POLICIES AND PROCEDURES OF THE PITTSBURGH FOUNDATION: DOCUMENT DESTRUCTION POLICY, WHISTLEBLOWER POLICY, AND PROCESS FOR DETERMINING COMPENSATION WHEN APPLICABLE. FORM 990, PART VI, SECTION B, LINE 15 THE CHARLES E. KAUFMAN FOUNDATION DOES NOT COMPENSATE ANY INDIVIDUALS FOR BOARD OR EMPLOYMENT SERVICES. FORM 990 REQUIRES THE CHARLES E. KAUFMAN FOUNDATION 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 INTERMEDIATE SANCTIONS REGULATIONS. FORM 990, PART VI, SECTION C, LINE 19 ALL OF THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND FORM 990 ARE ON FILE IN THE OFFICES OF THE PITTSBURGH FOUNDATION AND ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: REFUND/CANCELLATION OF PRIOR YEAR GRANTS 111,934. 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 CHARLES E. KAUFMAN FOUNDATION, ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS OF THE CHARLES E. KAUFMAN FOUNDATION AS WELL AS THE SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE PITTSBURGH FOUNDATION 912 FT DUQUESNE BLVD FLOOR 10 PITTSBURGH PA 15222 250965466 COMMUNITY FOUNDATION PA 501(C)(3) LINE 8 N/A 0 PITTSBURGH PROMISE FOUNDATION 1901 CENTRE AVE PITTSBURGH PA 15219 261982661 SUPPORTING ORGANIZATION OF THE PITTSBURGH FOUNDATION PA 501(C)(3) LINE 12A, I THE PITTSBURGH FOUNDATION 0 THE FORBES FUND TWO ALLEGHENY CENTER SUITE 404 PITTSBURGH PA 15212 251418095 SUPPORTING ORGANIZATION OF THE PITTSBURGH FOUNDATION PA 501(C)(3) LINE 12A, I THE PITTSBURGH FOUNDATION 0 THE JACK G BUNCHER CHARITABLE FUND FOR THE PGH FDTN 912 FT DUQUESNE BLVD FLOOR 10 PITTSBURGH PA 15222 204393147 SUPPORTING ORGANIZATION OF THE PITTSBURGH FOUNDATION PA 501(C)(3) LINE 12A, I THE PITTSBURGH FOUNDATION 0 NEIGHBORHOOD ALLIES 429 FOURTH AVE SUITE 1900 PITTSBURGH PA 15219 251578436 SUPPORTING ORGANIZATION OF THE PITTSBURGH FOUNDATION PA 501(C)(3) LINE 12A, I THE PITTSBURGH FOUNDATION 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0