2025-11-11T08:04:35-06:00 2025-06-30 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET SUITE 600 PITTSBURGH PA 15212 990 2024-07-01 251432157 PACE SCHOOL ENDOWMENT FUND PACE 4122441900 2432 GREENSBURG PIKE PITTSBURGH PA 15221 AMIRA MCLEMORE WOLFSON CEO 4122441900 2025-11-11 1 0 ELIZABETH E KRISHER P01275616 4124715500 2024 2025-03-06 01:10:19Z AMIRA MCLEMORE WOLFSON 2432 GREENSBURG PIKE PITTSBURGH PA 15221 21502426 0 X WWW.PACESCHOOL.ORG X 1982 PA TO INVEST AND MANAGE CONTRIBUTIONS FOR THE BENEFIT OF PACE SCHOOL, A 501(C)(3). 5 5 0 5 0 0 1501049 1000000 0 0 1881953 1800820 0 0 3383002 2800820 300737 381192 0 0 0 0 0 0 0 102277 110187 403014 491379 2979988 2309441 23260395 26226701 381992 433988 22878403 25792713 TO INVEST AND MANAGE CONTRIBUTIONS FOR THE BENEFIT OF PACE SCHOOL, AN ORGANIZATION EXEMPT FROM INCOME TAX. 0 0 491379 381192 1800818 TRUST ESTABLISHED TO INVEST AND MANAGE CONTRIBUTIONS EXCLUSIVELY FOR THE BENEFIT OF PACE SCHOOL, AN ORGANIZATION EXEMPT FROM INCOME TAX, INCLUDING, WITHOUT LIMITATIONS TO SAME, SUCH EXPENDITURES AS: CAPITAL IMPROVEMENTS; SABBATICAL LEAVE FOR ELIGIBLE STAFF; SCHOLARSHIPS FOR STUDENTS; STAFF DEVELOPMENT; NEW EDUCATIONAL PROGRAMS AND SUSTAINING OR EXPANDING CURRENT PROGRAMS; IMPROVEMENTS TO EMPLOYEE BENEFIT PROGRAMS; REDUCTION OF THE PRINCIPAL AMOUNT OF MORTGAGE AND OTHER DEBTS. 491379 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 PA X STEVEN REUBI 4122441900 2432 GREENSBURG PIKE PITTSBURGH PA 15221 BRETT FULESDAY TRUSTEE 1.00 X 0 0 0 JAMES ISLER CHAIRPERSON 1.00 X X 0 0 0 LYNDA PETRICHEVICH TREASURER 1.00 X X 0 0 0 JENNIFER SENG TRUSTEE 1.00 X 0 0 0 MATT HELFRICH PRESIDENT 1.00 X X 0 0 0 AMIRA MCLEMORE WOLFSON CEO (EFF APRIL 2024) 1.00 40.00 X 0 118383 13783 KAREN SHEPHERD CEO (THRU JUNE 2024) 1.00 40.00 X 0 227740 17593 0 346123 31376 0 0 1 0 0 1000000 1000000 544176 544176 19958250 18701606 1256644 1256644 1256644 2800820 1800820 0 0 381192 381192 110187 110187 491379 491379 0 0 193575 158039 381192 433988 22685628 25634674 23260395 26226701 800 381192 433988 381992 433988 X 22878403 25792713 22878403 25792713 23260395 26226701 2309441 604869 0 X X 0 1 X 1 0 X X 1 PACE SCHOOL 251186708 2 1 381192 0 1 381192 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 22878403 1000000 2405689 381192 110187 25792713 19070906 1501049 2709464 300737 102279 22878403 17127033 600000 1653799 230671 79255 19070906 19703480 500000 -2784555 210140 81752 17127033 15553070 4468620 244601 73609 19703480 1.00000 0 0 0 DUE TO PACE SCHOOL 433988 433988 10981593 604869 8686091 9290960 1690633 110187 1000000 1110187 2800820 8395072 8395072 8395072 0 110187 381192 491379 491379 PART XI, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED FINANCIAL STATEMENTS-REVENUE PACE SCHOOL (25-1186708) 8,686,091. PART XI, LINE 4B - OTHER ADJUSTMENTS: TRANSFER FROM PACE SCHOOL (INTER-ENTITY TRANSFER) 1,000,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: CONSOLIDATED FINANCIAL STATEMENTS-EXPENSES PACE SCHOOL (25-1186708) 8,395,072. PART XII, LINE 4B - OTHER ADJUSTMENTS: TRANSFER TO PACE SCHOOL (INTER-ENTITY TRANSFER) 381,192. SCHEDULE D, PART V, LINE 4 THE BOARD DESIGNATED ENDOWMENT WAS ESTABLISHED FOR THE BENEFIT OF PACE SCHOOL, AN ORGANIZATION EXEMPT FROM INCOME TAX, INCLUDING, WITHOUT LIMITATIONS, SUCH EXPENDITURES AS: CAPITAL IMPROVEMENTS; SABBATICAL LEAVE FOR ELIGIBLE STAFF; SCHOLARSHIPS FOR STUDENTS; STAFF DEVELOPMENT; NEW EDUCATIONAL PROGRAMS AND SUSTAINING OR EXPANDING CURRENT PROGRAMS; IMPROVEMENTS TO EMPLOYEE BENEFIT PROGRAMS; REDUCTION OF THE PRINCIPAL AMOUNT OF MORTGAGE AND OTHER DEBTS. 1 PACE SCHOOL 2432 GREENSBURG PIKE PITTSBURGH PA 15221 251186708 501(C)3 381192 0 TRANSFER TO SUPPORTED ORG IN ACCORDANCE WITH TRUST AGREEMENT 1 PART I, LINE 2: THE GRANT IS GIVEN TO A RELATED ORGANIZATION (PACE SCHOOL). THE BOARD OF TRUSTEES ENSURES THAT THE SCHOOL IS PROPERLY USING GRANT FUNDS. X X X X 0 0 0 0 0 0 0 0 0 KAREN SHEPHERD CEO (THRU JUNE 2024) 0 227740 0 0 0 0 0 12733 0 4860 0 245333 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTANT. THE FORM IS THEN REVIEWED IN DETAIL BY THE SCHOOL CFO AND CONTROLLER ON BEHALF OF THE ENDOWMENT FUND. THE FORM IS PRESENTED TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST PART VI, SECTION B. POLICIES THE PACE SCHOOL ENDOWMENT FUND HAS NO DIRECT EMPLOYEES. THEREFORE, MOST OF THE POLICY RELATED QUESTIONS IN PART VI SECTION B. POLICIES ARE ANSWERED "NO". FORM 990, PART XII, LINE 2C PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. PACE SCHOOL 2432 GREENSBURG PIKE PITTSBURGH PA 15221 251186708 EDUCATION (PRIVATE SCHOOL) PA 501(C)(3) 170(B)(1)(A) N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PACE SCHOOL B 381192 ACTUAL AMOUNT TRANSFERRED PACE SCHOOL C 1000000 ACTUAL AMOUNT RECEIVED