2025-10-03T10:11:53-05:00 2024-12-31 251031723 H2R CPA 875 GREENTREE RD BLDG 7 STE 1000 PITTSBURGH PA 15220 990 2024-01-01 237059647 WILLIAM PENN FRATERNAL ASSOCIATION SCHOLARSHIP FOUNDATION INC WILL 4122312979 709 BRIGHTON ROAD PITTSBURGH PA 152331821 DIANE M TORMA PRESIDENT/CHIEF EXECUTIVE OFFICER 4122312979 2025-10-02 1 1 LEO A HANNAH P00950147 4123912920 2025-10-02 2024 2025-03-06 01:10:19Z DIANE M TORMA 709 BRIGHTON ROAD PITTSBURGH PA 152331821 64868 0 X WWW.WPALIFE.ORG X 1969 PA TO AWARD SCHOLARSHIPS TO QUALIFIED INDIVIDUALS, MEMBERS OF THE WILLIAM PENN ASSOCIATION. 10 0 0 0 0 0 42298 39790 0 0 25514 25078 0 0 67812 64868 178000 52500 0 0 0 0 0 0 123 3199 3548 181199 56048 -113387 8820 621687 630507 0 0 621687 630507 TO AWARD SCHOLARSHIPS TO QUALIFIED INDIVDUALS WHO ARE MEMBERS OF THE WILLIAM PENN ASSOCIATION. 0 0 52500 52500 FYE 12/31/24, SCHOLARSHIPS WERE AWARDED TO 44 STUDENTS ACCEPTED BY OR ATTENDING AN ACCREDITED COLLEGE OR UNIVERSITY OR SCHOOL OF NURSING. 52500 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 0 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X WILLIAM PENN FRATERNAL ASSOCIATION SCHOLARSHIP FOUNDATION 4122312979 709 BRIGHTON ROAD PITTSBURGH PA 15233 GEORGE S CHARLES JR PRESIDENT/CEO (RETIRED 6/4/24) 0.50 40.00 X X 0 175160 17328 MICHAEL J CHOBODY NATIONAL DIRECTOR 0.50 10.00 X 0 21117 3207 DEBRA A LEWIS VICE CHAIR OF THE BOARD 0.50 10.00 X 0 28760 7440 JOYCE E NICHOLSON VICE CHAIR OF THE BOARD 0.50 10.00 X 0 25069 7602 KATHERINE E NOVAK CHAIR OF THE BOARD 0.50 10.00 X 0 28209 7440 JAMES W ROBERTSON NATIONAL DIRECTOR 0.50 10.00 X 0 24247 6692 RICHARD E SAROSI NATIONAL DIRECTOR 0.50 10.00 X 0 21833 6979 ADAM C SEDAR CHIEF FINANCIAL OFFICER (6/24) 0.50 40.00 X X 0 130704 13262 STEVEN F CHARLES CHIEF OPERATING OFFICER 0.50 40.00 X X 0 162970 14065 CASSANDRA HOLMES CHIEF ADMINISTRATIVE OFFIC 0.50 40.00 X X 0 148198 22907 DIANE M TORMA PRESIDENT/CEO (AS OF 6/5/24) 0.50 40.00 X X 0 192808 21757 JOHN BOSI CHIEF INFORMATION SECURITY 0.00 40.00 X 0 149071 7322 0 1108146 136001 0 0 1 0 0 39790 39790 25078 25078 64868 0 0 25078 52500 52500 3200 3200 348 225 123 56048 52500 3425 123 1869 1612 619818 628895 621687 630507 0 0 X 0 0 0 0 621687 630507 621687 630507 621687 630507 8820 0 X 0 0 0 X 120522 22268 31717 42298 39790 256595 120522 22268 31717 42298 39790 256595 105014 151581 22528 23609 23961 25514 25078 120690 377285 0.40180 0.47630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 ANNUITIES 628895 F 628895 1 SCHOLARSHIPS 44 52500 ACTUAL COST PART I, LINE 2: RECIPIENTS OF SCHOLARSHIP GRANTS MUST BE STUDENTS WHO HAVE BEEN ACCEPTED BY OR ARE CURRENTLY ATTENDING AN ACCREDITED COLLEGE OR UNIVERSITY OR SCHOOL OF NURSING. EACH STUDENT MUST SUBMIT A TRANSCRIPT OF THEIR SCHOLASTIC RECORD. 0 0 0 0 0 0 0 0 0 DIANE M TORMA PRESIDENT/CEO (AS OF 6/5/24) 0 192808 0 0 0 0 0 8891 0 12866 0 214565 0 0 GEORGE S CHARLES JR PRESIDENT/CEO (RETIRED 6/4/24) 0 142605 0 0 0 32555 0 12528 0 4800 0 192488 0 0 STEVEN F CHARLES CHIEF OPERATING OFFICER 0 162970 0 0 0 0 0 7974 0 6091 0 177035 0 0 CASSANDRA HOLMES CHIEF ADMINISTRATIVE OFFIC 0 148198 0 0 0 0 0 7291 0 15616 0 171105 0 0 JOHN BOSI CHIEF INFORMATION SECURITY 0 149071 0 0 0 0 0 7322 0 0 0 156393 0 0 FORM 990, PART IV LINE 22 ALL SCHOLARSHIP GRANTS WERE ISSUED IN THE AMOUNTS OF $500, $1,000, $1,500, OR $2,000. NEW SCHOLARSHIP GRANTS: 21 STUDENTS @ $500 $10,500 16 STUDENTS @ $2,000 $32,000 RENEWAL SCHOLARSHIP GRANTS: 1 STUDENTS @ $1,000 $ 1,000 4 STUDENTS @ $1,500 $6,000 2 STUDENTS* @ $1,500 $3,000 TOTAL 44 GRANTS TO 44 STUDENTS: $52,500 *(2) RENEWAL (LEGACY) CHECKS CARRIED OVER FROM 2023. FORM 990, PART VI, SECTION A, LINE 2 GEORGE S. CHARLES, JR., RETIRED PRESIDENT/CHIEF EXECUTIVE OFFICER, AND STEVEN F. CHARLES, CHIEF OPERATING OFFICER, ARE FATHER AND SON. FORM 990, PART VI, SECTION A, LINE 7A ALL ELECTED OFFICERS AND NATIONAL DIRECTORS OF THE WILLIAM PENN ASSOCIATION ARE AUTOMATICALLY ELECTED AS DIRECTORS OF THE ORGANIZATION AND WILL SERVE FOR FOUR YEARS. AT ITS ANNUAL MEETING, NOMINATIONS ARE ACCEPTED FOR ADVISORY BOARD MEMBERS. THOSE ELECTED WILL FILL THE POSITION FOR ONE YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE DISTRIBUTED TO BOARD MEMBERS PRIOR TO THE FILING DATE. THE CHIEF FINANCIAL OFFICER AND/OR PARTNER OF THE ACCOUNTING FIRM WILL REVIEW THE FORM 990 AND ANSWER ANY QUESTIONS. THE FORM 990 WILL THEN BE AMENDED, IF NEED BE, AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION FOLLOWS THE POLICIES OF THE WILLIAM PENN ASSOCIATION. EVERY JANUARY, THE NATIONAL VICE PRESIDENT/SECRETARY DISTRIBUTES CONFLICT OF INTEREST QUESTIONNAIRES TO EVERY DIRECTOR AND OFFICER TO COMPLETE AND RETURN. FORM 990, PART VI, SECTION C, LINE 19 WILLIAM PENN FRATERNAL ASSOCIATION SCHOLARSHIP FOUNDATION (WPFASF) WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST, AND WILL MAKE THE DOCUMENTS AVAILABLE FOR PUBLIC INSPECTION AT THE OFFICES OF THE WILLIAM PENN ASSOCIATION (WPA) OFFICE. WILLIAM PENN ASSOCIATION 709 BRIGHTON ROAD PITTSBURGH PA 15233 250856580 COORDINATES FUNDRAISING, PERFORMS ACCOUNTING FUNCTION, MANAGES INVESTMENTS PA 501(C)(8) N/A 0 WILLIAM PENN ASSOCIATION FOUNDATION 709 BRIGHTON ROAD PITTSBURGH PA 15233 251900348 TO RAISE FUNDS FOR VARIOUS CHARITABLE AND FRATERNAL ACTIVITIES AND CAUSES. PA 501(C)(3) 170(B)(1)(A)(VI) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0