Return of Private Foundation OMB No 1545-0052 Form 990_ -PFF or Section 4947(axl) Trust Treated as Private Foundation Department of the Treasury Do not enter Social Security numbers on this form as it may be made public. 2013 Internal Revenue Service Information about Form 990-PF and its separate instructions is ► at WWW f v f L For calendar year 2013 or tax year beginning , and ending Name of foundation A Employer identification number
HILLMAN FAMILY FOUNDATIONS 25-6065959 Number and street (or P 0 box number if mail is not delivered to street address) Room/suite B Telephone number 330 GRANT STREET, SUITE 2000 412-338-3466 City or town, state or province, country, and ZIP or foreign postal code C If exemption application is pending, check here ► PITTSBURGH, PA 15219 G Check all that apply: Initial return Initial return of a former public charity D 1. Foreign organizations, check here ,- El Final return 0 Amended return % test. = Address change 0 Name change 2 check here and attach compuation5 H Check type of X organization : Section 501( c)(3) exempt private foundation E If private foundation status was terminated 0 Section 4947(a)(1) nonexempt charitable trust 0 Other taxable private foundation under section 507(b)(1)(A), check here Fair market value I of all assets at end of year J Accounting method: Cash Accrual F If the foundation is in a 60- month termination (from Part//, col. (c), line 16) El Other (specify) under section 507(b )(1)(B), check here 00-E:1 11104 3 9 9 , 0 3 4 , 6 6 8 . (Part 1, column (d) must be on cash basis) Analysis of Revenue and Expenses Part I ( a) Revenue and (b ) Net investment (c) Ad)usted net d Disbursements (The total of amounts in columns (b), (c), and (d) may not for charitable purposes necessari ly equal the amoun ts in column (a).) expenses per books income income (cash basis only) 1 Contributions, gifts, grants, etc., received 10,346,896 • N/A 2 Check if the loundatiun is nut required to attach Sch B 3 Interest on savings and temporary cash investments 4 Dividends and interest from securities - 1,811,004 . 7,861,540. 5a Gross rents - b Net rental income or (loss)
6a Net gain or (loss) from sale of assets not on line 10 36,707,547 . 7 Gross sales price for all b assets on line 6a m 7 Capital gain net income (from Part IV, line 2) 31,705,199. UV 2 0 mu 1251 1 8 Net short-term capital gain 9 Income modifications C) r) Gross sales less returns 10a and allowances b Less Cost of goods sold _ c Gross profit or (loss) _- 11 Other income - - 459,573. 229,905. S TATEMENT 1 12 Total . Add lines 1through ll 49,325,020. 39,796,644. 13 Compensation of officers , directors , trustees, etc 397 , 008 . 56 , 004 . 341, 004. 14 Other employee salaries and wages - 252,516. 0. 252, 516. 15 Pension plans, employee benefits 193,482. 16,403. 173,837 . ID 16a Legal fees - STMT 2 5,613. 4,788. 825. a bAccountingfees - - STMT 3 49,725. 1,093. 48,632. c Other professional fees - STMT 4 1,325,842. 1,301,704. 24,138. "-(D 17 Interest 33,242. 181,800. 0. ca 18 Taxes STMT 5 1 , 428 , 857. 107 , 930. 38 , 609 . 19 Depreciation and depletion 135, 257. 20 Occupancy a 21 Travel, conferences, and meetings 40,591. 2, 108. 3 0 ,16-9. C 22 Printing and publications c 23 Other expenses - STMT 6 199,459. 347,035. 180,087. 24 Total operating and administrative CL expenses . Add lines 13 through 23 - 3,926,335. 2,154,122• 1,089,817. o 25 Contributions , gifts, grants paid 1 8,980, 6 8 1 . 20,277,07 6 . 26 Total expenses and disbursements. Add lines 24 and 25 22, 907, 016. 2,154,122. 21, 366, 893. 27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -, 26,41 8,00 4 b Net investment income (if negative, enter -o-) 37 , 6 4 2, 5 2 2. c Adjusted net income (if negative, enter -0-) N / A 10-10-13 u-u ror raperworx Reduction Act Notice , see instructions. rorm 990-rr (zu13) 6- 6 1 08511112 798870 J49672 2013.04030 HILLMAN FAMILY FOUNDATIONS J496721 Form 990-PF (2013) HILLMAN FAMILY FOUNDATIONS 25-6065959 Panel schedulesandamountsinthe description Beginning of year End of year Part II Balance Sheets Ached column should beforend -of-year amounts only (a) Book Value (b) Book Value (c) Fair Market Value 1 Cash - non-Interest-bearing 7,104,400. 2,860,548. 2,860,548. 2 Savings and temporary cash investments 526,486. 589,376. 589,376. 3 Accounts receivable ► 6,388,190. Less: allowance for doubtful accounts ► 743,272. 6, 388,190. 6, 388,190. 4 Pledges receivable ► Less: allowance for doubtful accounts ► 5 Grants receivable 6 Receivables due from officers, directors, trustees, and other disqualified persons
7 other notes and loans receivable ► Less: allowance for doubtful accounts ► 0 8 Inventories for sale or use ... W 9 Prepaid expenses and deferred charges 10a Investments - U.S. and state government obligations bInvestments - corporate stock STMT 7 27,889,491. 28,649,450. 28,649,450. c Investments - corporate bonds 11 Investments - land,buddings,andequipment basis ► Less accumulated deprecialuon 110. 12 Investments - mortgage loans 13 Investments - other STMT 8 320, 789, 981. 359, 959, 776. 359, 959, 776. 14 Land, buildings, and equipment basis ► Less accumulated depreciation ► 15 Other assets (describe ► STATEMENT 9 531,018. 587,328 -. 587,328. 16 Total assets (to be completed by all filers - see the instructions. Also, see page 1,item 1 357,584,648. 399,034,668. 399,034,668. 17 Accounts payable and accrued expenses 18 Grants payable 12,524,056. 11,227,661. o 19 Deferred revenue -- 20 Loans from officers, directors, trustees, and other disqualified persons 21 Mortgages and other notes payable J 22 Other liabilities (describe ► STATEMENT 10 ) 1,572,797. 2,562,263.
23 Total liabilities (add lines 17 through 22) 14,096,853. 13,789,924. Foundations that follow SFAS 117, check here ► LX and complete lines 24 through 26 and lines 30 and 31. 24 Unrestricted - -- 343, 487, 795. 385, 244, 744. 25 Temporarily restricted - - m 26 Permanently restricted C Foundations that do not follow SFAS 117, check here 0" °- and complete lines 27 through 31. N 27 Capital stock, trust principal, or current funds 28 Paid-in or capital surplus, or land, bldg., and equipment fund 29 Retained earnings, accumulated income, endowment, or other funds 30 Total net assetsorfundbalances - 343, 487, 795. 385, 244, 744. Z 31 Total liabilities and net assetstfund balances 357, 584, 648. 399,034,668. 1 Part III Analysis of Changes in Net Assets or Fund Balances
I Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year's return) - - 1 3 4 3 , 4 8 7 , 7 9 5 . 2 Enter amount from Part I, line 27a 2 26,418,004. 3 Other increases not Included in line 2 (itemize) ► UNREALIZED GAIN ON INVESTMENTS 3 15,33 8,94 5. 4 Add lines 1, 2, and 3 - 4 385,244741T.- 5 Decreases not included in line 2 (itemize) ► 5 0. 6 Total net assets or fund balances at end of year (line 4 minus line 5) - Part II, column (b), line 30 6 385,244,744. Form 990-PF (2013) 323511 10-10-13 2 08511112 798870 J49672 2013.04030 HILLMAN FAMILY FOUNDATIONS J496721 Form 990-PF (2013) HILLMAN FAMILY FOUNDATIONS 25-6065959 Page3 Part IV Capital Gains and Losses for Tax on Investment Income (a) List and describe the kind(s) of property sold (e.g , real estate, How acquire (c) Date acquired (d) Date sold Purchas e 2-story brick warehouse; or common stock, 200 shs. MLC Co.) D - Donation (mo., day, yr.) (mo., day, yr.) la SEE STATEMENT 12 b SEE STATEMENT 13 c SEE STATEMENT 14 d SEE STATEMENT 15 e (e) Gross sales price (Q Depreciation allowed (g) Cost or other basis (h) Gain or (loss) (or allowable) plus expense of sale (e) plus (f) minus (g) a 19,364,428. b 12,437,178. c <214,979.: d 118,572. e Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (I) Gains (Col. (h) gain minus (j) Adjusted basis (k) Excess of col. (i) col. (k), but not less than -0-) or Losses (from col. (h)) (i) F.M.V. as of 12/31/69 as of 12/31/69 over col. (j), if any a 19,364,428. b 12,437,178. c <214,979- d 118,572. e If gain, also enter in Part I, line 7 2 Capital gain net income or (net capital loss) If (loss), enter -0- in Part I, line 7 2 31,705,199. 3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6): If gain, also enter in Part I, line 8, column (c). If loss enter -0- in Part I, line 8 3 N/A Part V I Qua l ification U n der Section 4940(e) for Red uced Tax on N et Investment I ncome (For optional use by domestic private foundations subject to the section 4940( a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes OX No If 'Yes,' the foundation does not qualify under section 4940(e). Do not complete this part. 1 Enter the appropriate amount in each column for each year; see the instructions before making any entries. (a) Base penny years Distri b ution ratio Calendar year (or tax year beginning in) Adjusted qualify( in g distributions Net value of nonchantable-use assets (col. (b)) divideded by col. (c)) 2012 18,430,131. 337,793,966. .054560 2011 16,555,497. 320,570,932. .051644 2010 15,431,005. 304,180,191. .050730 2009 5,270,121. 93,622,306. .056291 2008 5,840 ,729. 111,495,127. .052386
2 Total of line 1, column (d) . 2 .265611 3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years 3 .053122
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5 _ 4 371,992,830. _
5 Multiply line 4byline 3 5 19,761,003.
6 Enter 1 % of net investment income (1% of Part I, line 27b ) 6 376,425.
7 Addlines5and6 7 20,137,428.
8 Enter qualifying distributions from Part XII, line 4 8 21 ,366,893._ If line 8 is equal to or greater than line 7, check the box in Part VI , line 1b, and complete that part using a 1% tax rate. See the Part VI instructions. 323521 10-10-13 Form 990-PF (2013) 3 08511112 798870 J49672 2013.04030 HILLMAN FAMILY FOUNDATIONS J49672_1 Form 990-PF (2013) HILLMAN FAMILY FOUNDATIONS 25-6065959 Page 4 Part VI Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e , or 4948 - see instructions) la Exempt operating foundations described in section 4940(d)(2), check here ► L_J and enter "N/A° on line 1. Date of ruling or determination letter: (attach copy of letter if necessary-see instructions) b Domestic foundations that meet the section 4940 (e) requirements in Part V, check here ► ^X and enter 1% 1 376 ,425. of Part I , line 27b c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b). 2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0. 3 Add lines 1 and 2 3 376,425. 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0. 5 Tax based on investment income . Subtract line 4 from line 3. If zero or less, enter -0- 5 376 ,425. 6 Credits/Payments: a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 379,251. b Exempt foreign organizations - tax withheld at source 6b c Tax paid with application for extension of time to file (Form 8868) 6c 115,000. d Backup withholding erroneously withheld 6d 7 Total credits and payments. Add lines 6a through 6d _ 7 494,251. 8 Enter any penalty for underpayment of estimated tax. Check here 0 if Form 2220 is attached _ 8 due 9 Tax . If the total of lines 5 and 8 is more than line 7, enter amount owed _ ► 9 10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid . . ► 10 117,826. 11 Enter the amount of line 10 to be: Credited to 2014 estimated tax ► 117,8 26 . 1 Refunded. 11 0. Part VII -A Statements Regarding Activities la During the tax year, did the foundation attempt to influence any national , state, or local legislation or did it participate or intervene in Yes No any political campaign? la X b Did it spend more than $100 during the year (either directly or indirectly ) for political purposes (see instructions for the definition)? lb X If the answer is " Yes" to la or tb, attach a detailed description of the activities and copies of any materials published or distributed by the foundation in connection with the activities. c Did the foundation file Form 1120-POL for this year? is X d Enter the amount (if any) of tax on political expenditures (section 4955 ) imposed during the year: (1) On the foundation. ► $ 0. (2) On foundation managers.. $ 0. e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on foundation managers. ► $ 0. 2 Has the foundation engaged in any activities that have not previously been reported to the IRS? 2 X If "Yes, " attach a detailed description of the activities. 3 Has the foundation made any changes , not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes 3 X 4a Did the foundation have unrelated business gross income of $1 ,000 or more during the year? _ 4a X b If 'Yes,' has it filed a tax return on Form 990-T for this year? . 4b X 5 Was there a liquidation, termination , dissolution , or substantial contraction during the year? 5 X If "Yes, " attach the statement required by General Instruction T. 6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either: • By language in the governing instrument, or • By state legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state law remain in the governing instrument? 6 X 7 Did the foundation have at least $5,000 in assets at any time during the year? If "Yes, " complete Part II, col. (c), and Part XV 7 X
8a Enter the states to which the foundation reports or with which it is registered (see instructions) ► PA b If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state as required by General Instruction G? If "No," attach explanation _ 8b I X 9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942())(3) or 4942( j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)? If "Yes," complete Part XIV 9 X 10 Did any persons become substantial contributors durma the tax year? If °ves.' attach a schedule nstina their nines and addresses to X Form 990-PF (2013)
323531 10-10-13 4 08511112 798870 J49672 2013.04030 HILLMAN FAMILY FOUNDATIONS J496721 HILLMAN FAMILY FOUNDATIONS 25-6065959 (continued) 11 At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)? If 'Yes,' attach schedule (see instructions) _ . _. ._ . 11 X 12 Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges? If'Yes," attach statement (see instructions) _ _ __ _ 12 X 13 Did the foundation comply with the public inspection requirements for its annual returns and exemption application? 13 X Website address ► N/A 14 Thebooksareincareof ► DAVID K. ROGER Telephone 412-338-3466 330 GRANT STREET, SUITE 2000, PITTSBURGH, PA ZIP+4 .15219 15 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 -Check here ► and enter the amount of tax-exempt interest received or accrued during the year ► 15 N/A 16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over a bank, Yes NO securities, or other financial account in a foreign country? 16 X See the instructions for exceptions and filing requirements for Form TD F 90-22.1 . If 'Yes,' enter the name of the foreign country ► Part VII - B Statements Regarding Activities for Which Form 4720 May Be Required File Form 4720 if any item is checked in the "Yes" column, unless an exception applies. Yes No la During the year did the foundation (either directly or indirectly): (1) Engage in the sale or exchange , or leasing of property with a disqualified person? 0 Yes F_ No (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? 0 Yes © No (3) Furnish goods, services , or facilities to (or accept them from) a disqualified person? EX Yes No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person ? MX Yes 0 No (5) Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person )? _ Yes OX No (6) Agree to pay money or property to a government official? ( Exception . Check 'No' if the foundation agreed to make a grant to or to employ the official for a period after termination of government service, if terminating within 90 days.) Yes OX No b If any answer is'Yes'to la(1)-(6), did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? _ 1b X Organizations relying on a current notice regarding disaster assistance check here _ . . _ ► 0 c Did the foundation engage in a prior year in any of the acts described in la, other than excepted acts, that were not corrected before the first day of the tax year beginning in 2013? _ 1c X 2 Taxes on failure to distribute income (section 4942 ) ( does not apply for years the foundation was a private operating foundation defined in section 4942 ( 1)(3) or 4942 (1)(5)): a At the end of tax year 2013, did the foundation have any undistributed income (lines 6d and 6e, Part XIII ) for tax year(s) beginning before 2013? 0 Yes OX No If "Yes," list the years ► b Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets ) to the year 's undistributed income? (If applying section 4942(a)(2) to all years listed, answer 'No' and attach statement - see instructions.) _ N/A 2b c If the provisions of section 4942(a)(2) are being applied to anyof the years listed in 2a, list the years here. ► 3a Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? E^ Yes ® No b If 'Yes ; did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2 ) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943 (c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine if the foundation had excess business holdings in 2013.) N/A 3b 4a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? 4a X b Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013? 4b X Form 990-PF (2013)
323541 10-10-13 5 08511112 798870 J-49672 2013.04030 HILLMAN FAMILY FOUNDATIONS J496721 Form 990-PF (2013) HILLMAN FAMILY FOUNDATIONS 25-6065959 Pa (continued) 5a During the year did the foundation pay or incur any amount to: (1) Carry on propaganda , or otherwise attempt to influence legislation (section 4945 (e))? E:]Yes EX No (2) Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? LI Yes ^X No (3) Provide a grant to an individual for travel, study, or other similar purposes? 0 Yes OX No (4) Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)( 1), (2), or (3), or section 4940 (d)(2)? El Yes EX No (5) Provide for any purpose other than religious , charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? LI Yes LX No b If any answer is'Yes' to 5a(1)-(5 ), did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? _ N/A Organizations relying on a current notice regarding disaster assistance check here ► 0 c If the answer is'Yes' to question 5a(4), does the foundation claim exemption from the tax because it maintained expenditure responsibility for the grant? N/A 0 Yes 0 No If "Yes, " attach the statement required by Regulations section 53.4945-5(d). 6a Did the foundation , during the year, receive any funds, directly or indirectly , to pay premiums on a personal benefit contract? Yes OX No b Did the foundation , during the year, pay premiums, directly or indirectly, on a personal benefit contract? _ X If "Yes" to 6b, file Form 8870. 7a At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction ? 0 Yes OR No b If 'Yes," did the foundation receive any proceeds or have any net income attributable to the transaction? N/A Part VIII Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors 1 List all officers, directors, trustees, foundation managers and their compensation. (b) Title, and avers a (c) Compensation Contnbubonsto (e) Expense employee benefit plans Name and address hours per week devoted (If not paid , and deferred account, other (a) to position enter -0-) compensavon allowances
SEE STATEMENT 11 397,008. 50,200. 10,531.
2 Compensation of five highest-paid employees (other than those included on line 1). If none, enter "NONE." (b) Title, and average Contnbuhonsto (e) Expense (a) Name and address of each employee paid more than $50,000 hours per week (c) Compensation emp plans account, other oyeean d d nefit devoted to position co mpensatione allowances LAURI FINK - 330 GRANT STREET, SUI TE 2000, PITTSBURGH, PA 15219 40.00 112,008. 29,755. 3,150. TY GOURLEY - 330 GRANT STREET, SUITE 2000, PITTSBURGH, PA 15219 40.00 82,500. 22,311. 2,965. CAROL LONG - 330 GRANT STREET, SUITE 2000, PITTSBURGH, PA 15219 40.00 58,008. 19,605. 0.
Total number of other employees paid over $50,000 ► 1 0 Form 990-PF (2013)
323551 10-10-13 6 08511112 798870 J49672 2013.04030 HILLMAN FAMILY FOUNDATIONS J496721 Form 990-PF (2013) HI L LMAN FAMILY FOUNDATIONS 25-6065959 Page 7 Part VIII Information About Officers, Directors , Trustees, Foundation Managers, Highly Paid Employees , and Contractors (continued) 3 Five hiqhest-paid independent contractors for professional services. If none, enter "NONE." (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation THE HILLMAN COMPANY - 330 GRANT STREET, SUITE 2000, PITTSBURGH, PA 15219 INVESTMENT SERVICES 1,072 , 752.
Total number of others receiving over $50,000 for professional services- ► 0 I Part IX-A I summary or Direct unantaole Actlvmes List the foundation's four largest direct charitable activities during the tax year. Include relevant statistical information such as the I Expenses number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
1
0. 2
3
4
Part IX- B I Summary of Program- Related Investments Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount 1NOT APPLICABLE
0. 2
All other program-related investments. See instructions. 3
Total. Add lines 1 through 3 ► 0. Form 990-PF (2013)
323561 10-10-13 7 08511112 798870 J49672 2013 . 04030 HILLMAN FAMILY FOUNDATIONS J49672_1 Form990-PF 2013 HILLMAN FAMILY FOUNDATIONS 25-6065959 Page8 Part X Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1 Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes: a Average monthly fair market value of securities la 370,549,981. b Average of monthly cash balances - lb 6,387 ,967 . c Fair market value of all other assets -- 1c 719 , 747 . d Total (add lines la, b, and c) - - - - 1d 377,657 , 695. e Reduction claimed for blockage or other factors reported on lines la and 1c (attach detailed explanation) le 0 . 2 Acquisition indebtedness applicable to line 1 assets 2 0 . 3 Subtract line 2from line id - 3 377,657 695. 4 Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see instructions) 4 5 , 6 6 4 , 865 . 5 Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4 5 371 ,992 , 830 . 6 Minimum investment return. Enter 5% of line 5 6 18, 599 , 642 . Part XI Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here ► Eland do not complete this part.) 1 Minimum investment return from Part X, line 6 -- - 1 18,599 , 642 . 2a Tax on investment income for 2013 from Part VI, line 5 - 2a 376,425. b Income tax for 2013. (This does not include the tax from Part VI.) 2b c Add lines 2a and 2b - - - - - 2c 376 , 425. 3 Distributable amount before adjustments. Subtract line 2c from line 1 -. 3 18 ,223 , 217 . 4 Recoveries of amounts treated as qualifying distributions 4 2 , 189 . 5 Add lines 3 and 4 - -- - 5 18,225 , 406. 6 Deduction from distributable amount (see instructions) 6 0 . 7 Distributable amountas adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 7 18,225 , 406 . art qualifying Distributions (see instructions)
1 Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes: a Expenses, contributions, gifts, etc. - total from Part I, column (d), line 26 - - la 21,366,893. b Program-related investments - total from Part IX-B - lb 0. 2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc., purposes 2 3 Amounts set aside for specific charitable projects that satisfy the: a Suitability test (prior IRS approval required) - - -- - 3a b Cash distribution test (attach the required schedule) ------3b 4 Qualifying distributions. Add lines la through 3b. Enter here and on Part V, line 8, and PartXIII, line 4 - - 4 21,366,893. 5 Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment income. Enter 1% of Part I, line 27b 5 376,425. 6 Adjusted qualifying distributions. Subtract line 5 from line 4 - 6 20, 990,468. Note. The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for the section 4940(e) reduction of tax in those years. Form 990-PF (2013)
323571 10-10-13 8 08511112 798870 J49672 2013.04030 HILLMAN FAMILY FOUNDATIONS J49672_1 Form 990-PF (2013) HILLMAN FAMILY FOUNDATIONS 25-6065959 Page9 Part XIII Undistributed Income (see instructions)
(a) (b) (c) (d) Corpus Years prior to 2012 2012 2013 1 Distributable amount for 2013 from Part XI, line? 18,225,406.
2 Undistributed income, if any, as of the end of 2013 a Enter amount for 2012 only 0. b Total for prior years: 0. 3 Excess distributions carryover, if any, to 2013: a From 2008 b From 2009 1,049,708. cFrom 2010 437,183. d From 2011 922,216. eFrom 2012 2,086,315. f Total of lines 3a through e 4,495,422. 4 Qualifying distributions for 2013 from PartXll , line 4: 21,366,893. aApplied to 2012, but not more than line 2a 0. bApplied to undistributed income of prior years (Election required - see instructions) 0. c Treated as distributions out of corpus (Election required - see instructions) _ 0. dApplied to 2013 distributable amount 18,225 ,406 . e Remaining amount distributed out of corpus 3,141,487. 5 Excess distributions carryover applied to 2013 0. 0. (If an amount appears In column (d), the same amount must be shown in column (a) ) 6 Enter the net total of each column as indicated below: a Corpus Add lines 3f, 4c, and 4e Subtract line 5 7, 636,909 . b Prior years' undistributed income. Subtract line 4b from line 2b 0. c Enter the amount of prior years' undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed 0 . d Subtract line 6c from line 6b. Taxable amount - see instructions 0 . e Undistributed income for 2012. Subtract line 4a from line 2a. Taxable amount - see instr. 0 f Undistributed income for 2013. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2014 0 7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) 0 . 8 Excess distributions carryover from 2008 not applied on line 5 or line 7 _ 0 . 9 Excess distributions carryover to 2014. Subtract lines 7 and 8 from line 6a 7,636,909. 10 Analysis of line 9: a Excess from 2009 1,049,708. b Excess from 2010 437,183. c Excess from 2011 922,2 1 6. d Excess from 2012 2, 0 8 6, 3 5. e Excess from 2013 3 ,141, 8 7 . Form 990-PF (2013) 323581 10-10-13 9 08511112 798870 J49672 2013.04030 HILLMAN FAMILY FOUNDATIONS J496721 Form 990-PF (2013) HILLMAN FAMILY FOUNDATIONS 25-6065959 Page 10 1 rart xlv rnvate operating Foundations (see instructions and Part VII-A, question 9) N/A 1 a If the foundation has received a ruling or determination letter that it is a private operating foundation, and the ruling is effective for 2013, enter the date of the ruling ► b Check box to indicate whether the foundation is a private operating foundation described in section L_J 4942(j)(3) or 2 a Enter the lesser of the adjusted net Tax year Prior 3 years income from Part I or the minimum (e) Total investment return from Part X for each year listed b 85% of line 2a c Qualifying distributions from Part XII, line 4 for each year listed - d Amounts included in line 2c not used directly for active conduct of exempt activities e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c Complete 3a, b, or c for the alternative test relied upon: a 'Assets' alternative test - enter: (1) Value of all assets (2) Value of assets qualifying under section 4942(l)(3)(B)(i) b 'Endowment' alternative test - enter 2/3 of minimum investment return shown in Part X, line 6 for each year listed c 'Support' alternative test - enter: (1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) (2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) (3) Largest amount of support from an exempt organization -- 4 Gross investment income Part XV Supplementary Information (Complete this part only if the foundation had ,000 or more in assets at any time during the year-see instructions.) 1 Information Regarding Foundation Managers: a List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).) HENRY L. HILLMAN b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the ownership of a partnership or other entity) of which the foundation has a 10% or greater interest NONE 2 Information Regarding Contribution , Grant, Gift, Loan, Scholarship, etc., Programs: Check here ► 0 if the foundation only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to in divi duals or organizati o ns under other conditions, complete items 2a, b, c, and d. a The name, address, and telephone number or e-mail address of the person to whom applications should be addressed: SEE STATEMENT 20
b The form in which applications should be submitted and information and materials they should include: SEE STATEMENT 20 c Any submission deadlines: SEE STATEMENT 20 d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors: SEE STATEMENT 20
323601 10-10-13 Form 990-PF (2013) 10 08511112 798870 J49672 2013.04030 HILLMAN FAMILY FOUNDATIONS J496721 Form990-PF 2013 HILLMAN FAMILY FOUNDATIONS 25-6065959 Page 11 Part XV Supplementary Information (continued) 3 Grants and Contributions Paid During the Year or Approved for Future Pa ment Recipient If recipient is an individual, show any relationship to Foundation Purpose of grantor status Amount Name and address (home or business) any foundation manager of contribution or substantial contributor recipient a Paid dunng the year
SEE STATEMENT 18 20 277 076.
20 277 076. Total ► 3a b Approved for future payment
SEE STATEMENT 19
5 , 358 , 700.
Total ► 3b 1 5,358 , 700. Form 990-PF (2013) 323611 10-10-13 11 08511112 798870 J49672 2013.04030 HILLMAN FAMILY FOUNDATIONS J496721 Form 990-PF (2013) HILLMAN FAMILY FOUNDATIONS 25-6065959 Pace 12 Part XVI -A Analysis of Income - Producing Activities
Enter g ross amounts unless otherwise indicated . Unrelate d business income Excluded1 by section 512, 513, or514 (e) (a) (b) ^cr„- (d) Related or exempt Business Amount S1 1 Program service revenue: code code Amount function income a b c d e f 0 Fees and contracts from government agencies 2 Me mbership dues and assessments 3 IntBrest on savings and temporary cash Investments 4 Dividends and interest from securities 14 1 , 811 , 004. 5 NetNe rental income or (loss) from real estate: a Debt-financed property b Not debt-financed property 6 NetNe rental income or (loss) from personal property 7 Other investment income 01 459 , 573. 8 Gal n or (loss) from sales of assets other tha ninventory 900003 <250 , 591. > 18 36 1 958 , 138. 9 Net income or (loss) from special events 10 Grass profit or (loss) from sales of inventory 11 Other revenue: a b e d e 12 Su btotal. Add columns (b) , (d), and (e) <250 591 . 39 , 228 , 715. 0. 13 Total. Add line 12, columns (b), (d), and (e) 13 38,978,124. (See worksheet in line 13 instructions to verify calculations.) Part XVI-B Relationship of Activities to the Accomplishment of Exempt Purposes
1oeo13 Form 990-PF (2013) 12 19051113 798870 J49672 2013.04030 HILLMAN FAMILY FOUNDATIONS J49672_1 Form 990-PF (2013 ) HILLMAN FAMILY FOUNDATIONS 25-6065959 Page 13 Part XVII Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of Yes No the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations'? a Transfers from the reporting foundation to a nonchantable exempt organization of. (1) Cash la ( l ) X (2) Other assets la ( 2) X b Other transactions: (1) Sales of assets to a nonchantable exempt organization 1b 1 X (2) Purchases of assets from a noncharltable exempt organization lb( 2 )1 X (3) Rental of facilities, equipment, or other assets lb(3 ) X (4) Reimbursement arrangements lb(4) X (5) Loans or loan guarantees lb(5 ) X (6) Performance of services or membership or fundraising solicitations lb (6) X Sharing of facilities, equipment, mailing lists, other assets, or paid employees 1c X If the answer to any of the above Is "Yes," complete the following schedule. Column (b) should always show the fair market value of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value in any transaction or sharing arrangement, show in
2a Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations described in section 501 (c) of the Code ( other than section 501(c)(3 )) or in section 5277 0 Yes ® No b If "Yes, complete the following schedule. (a) Name of organization (b) Type of organization (c) Description of relationship N/A
Under penalties of penury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge Sign belief, it is true, correct, and complete Declaration of preparer (other than taxpayer) is Here ^^2 Signature of officer or trustee Dat Print/Type preparer's name Preparer's signature
Paid MICHAEL M. COMSTOCJ A Schedule B Schedule of Contributors OMB (Form 990, 990-EZ, No 1545-0047 110- Attach to Form 990, Form 990-EZ, or Form 990-PF. or 990-PF) Information about Schedule B (Form 990, 990- EZ, Department of the Treasury ► or 990-PF) and Internal Revenue Service its instructions is at ivww irs.aov/form990 2013 Name of the organization Employer identification number
HILLMAN FAMILY FOUNDATIONS 25-6065959 Organization type(check one)-
Filers of: Section:
Form 990 or 990-EZ El 501 (c)( ) (enter number) organization
0 4947(a)(1) nonexempt chartable trust not treated as a private foundation
0 527 political organization
Form 990-PF Ell 501 (c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501 (c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule. Note . Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990 , 990-EZ, or 990-PF that received , during the year, $5,000 or more (in money or property) from any one contributor. Complete Parts I and II.
Special Rules
D For a section 501 (c)(3) organization filing Form 990 or 990-EZ that met the 33 1 /3% support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990 , Part VIII , line 1h, or (u) Form 990-EZ, line 1. Complete Parts I and II.
0 For a section 501 (c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 for use exclusively for religious , chartable , scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and Ill.
For a section 501 (c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did not total to more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, chartable, etc., contributions of $5,000 or more during the year - . .. - $
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or 990-PF), but it must answer 'No' on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF).
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF. Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
323451 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013) 2 Name of organization Employer identification number
HILLMAN FAMILY FOUNDATIONS 25-6065959
Part I ! Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
1 HENRY L. HILLMAN Person 0 Payroll 330 GRANT STREET, SUITE 1900 $ 10,001,303. Noncash E1 (Complete Part II for PITTSBURGH, PA 15219 noncash contnbutions)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
2 TALBOTT L. SIMONDS Person 0 Payroll Q 330 GRANT STREET, SUITE 1900 $ 80,455. Noncash a] (Complete Part II for PITTSBURGH, PA 15 219 noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
3 JULIET LEA HILLMAN SIMONDS Person 0 Payroll 330 GRANT STREET, SUITE 1900 $ 265,138. Noncash (Complete Part 11 for PITTSBURGH, PA 15 219 noncash contributions)
(a) (b) (c) (d) No. Name, address , and ZIP + 4 Total contributions Type of contribution
Person 0 Payroll 0 $ Noncash 0 (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address , and ZIP + 4 Total contributions Type of contribution
Person LI Payroll LI $ Noncash 0 (Complete Part II for noncash contributions)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
Person 0 Payroll Q $ Noncash Q (Complete Part II for noncash contributions) 323452 10-24-1 3 Schedule B (Form 990. 990-EZ . or 990-PF) (20131 15 09141112 798870 J49672 2013.04030 HILLMAN FAMILY FOUNDATIONS J49672_1 - Schedule B (Form 990, 990-EZ, or 990•PF) (2013) Page 3 Name of organization Employer identification number
HILLMAN FAMILY FOUNDATIONS 25-6065959
Part III Noncash Property (see instructions). Use duplicate copies of Part Il if additional space is needed.
(a) (c) No. (b) FMV (or estimate) (d) from Description of noncash property given Date received (see instructions ) Part I SEE STATEMENT 21 1
$ 10,001,303.
(a) No. (b) FMV (or estimate) (d) from Description of noncash property given Date received (see instructions) Part I SEE STATEMENT 21 2
$ 80,455.
(a) (c) No. (b) FMV (or estimate) (d) from Description of noncash property given Date received (see instructions) Part I SEE STATEMENT 21 3
$ 265,138.
(a) No. (c) (b) FMV (or estimate) (d) from Description of noncash property given Date received (see instructions ) Part
(a) (c) FMV (or estimate) fromf Description of noncash property given Date received (see instructions) Part I
(a) (c) No. (b) FMV (or estimate) (d) from Description of noncash property given Date received (see instructions ) Part I
a ss ,n-24-, ^ Schedule B (Form 990. 990-EZ . or 990-PF) (20131 16 09141112 798870 J49672 2013.04030 HILLMAN FAMILY FOUNDATIONS J49672_1 Schedule B (Form 990, 990-EZ, or 990-PF) (2013) Page 4 Name of organization Employer identification number
HILLMAN FAMILY FOUNDATIONS 25-6065959 Part Exclu ivel re l igious , ch arita bl e, etc ., in ivi ua contri b utions to section c , or organiza tions a tota l more an sl,uuu oe year. Lom'ete; columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this inronnahon once) 0' $ Use du plicate cop ies of Part III if adddionaI space is needed. (a No. from (b) Purpose of gift (c) Use of gift (d) Description of how gift is held Part I
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationshi p of transferor to transferee
(a) No. from (b) Purpose of gift (c) Use of gift (d) Description of how gift is held Part I
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationshi p of transferor to transferee
(a) No. from (b) Purpose of gift (c) Use of gift (d) Description of how gift is held Part 1
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationshi p of transferor to transferee
(a) No. from (b) Purpose of gift (c) Use of gift (d) Description of how gift is held Part I
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationshi p of transferor to transferee
323454 10-24-13 Schedule B (Form 990, 990-EZ, or 990-PF) (2013) 17 09141112 798870 J49672 2013.04030 HILLMAN FAMILY FOUNDATIONS J49672_1 HILLMAN FAMILY FOUNDATIONS 25-6065959
FORM 990-PF OTHER INCOME STATEMENT 1
(A) (B) (C) REVENUE NET INVEST- ADJUSTED DESCRIPTION PER BOOKS MENT INCOME NET INCOME
LITIGATION SETTLEMENT PROCEEDS 669. 669. ROYALTY INCOME FROM PARTNERSHIPS 0. 218,553. FOREIGN CURRENCY GAIN(LOSS) 308,655. 1,528. MISCELLANEOUS INCOME 150,249. 9,155.
TOTAL TO FORM 990-PF, PART I, LINE 11 459,573. 229,905.
FORM 990-PF LEGAL FEES STATEMENT 2
(A) (B) (C) (D) EXPENSES NET INVEST- ADJUSTED CHARITABLE DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES
LEGAL FEES 5,613. 4,788. 825.
TO FM 990-PF, PG 1, LN 16A 5,613. 4,788. 825.
FORM 990-PF ACCOUNTING FEES STATEMENT 3
(A) (B) (C) (D) EXPENSES NET INVEST- ADJUSTED CHARITABLE DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES
ACCOUNTING FEES 49,725. 1,093. 48,632.
TO FORK! 990-PF, PG 1, LN 16B 49,725. 1,093. 48,632.
18 STATEMENT(S) 1, 2, 3 08511112 798870 J49672 2013.04030 HILLMAN FAMILY FOUNDATIONS J496721 HILLMAN FAMILY FOUNDATIONS 25-6065959
FORM 990-PF OTHER PROFESSIONAL FEES STATEMENT 4
(A) (B) (C) (D) EXPENSES NET INVEST- ADJUSTED CHARITABLE DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES
FISCAL AGENT FEES 279. 0. 279. CONSULTING FEES 13,100. 0. 13,100. INVESTMENT FEES 1,301,704. 1,301,704. 0. TEMPORARY SERVICES 10,759. 0. 10,759.
TO FORM 990-PF, PG 1, LN 16C 1,325,842. 1,301,704. 24,138.
FORM 990-PF TAXES STATEMENT 5
(A) (B) (C) (D) EXPENSES NET INVEST- ADJUSTED CHARITABLE DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES
PAYROLL TAXES 42,252. 3,643. 38,609. FEDERAL EXCISE TAX 353,638. 0. 0. FOREIGN TAXES 31,161. 104,285. 0. STATE INCOME TAX 2. 2. 0. FEDERAL INCOME TAX 15,186. 0. 0. FEDERAL EXCISE TAX PROVISION 986,618. 0. 0.
TO FORM 990-PF, PG 1, LN 18 1,428,857. 107,930. 38,609.
FORM 990-PF OTHER EXPENSES STATEMENT 6
(A) (B) (C) (D) EXPENSES NET INVEST- ADJUSTED CHARITABLE DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES
EMPLOYEE RELATED INSURANCE 98,777. 8,517. 90,260. MEMBERSHIP & DUES 32,330. 7. 32,323. SUBSCRIPTIONS 13,499. 0. 13,499. SEMINARS 2,603. 0. 2,603. PROPERTY & LIABILITY INSURANCE 14,977. 0. 14,977. MISCELLANEOUS 3,666. 1,866. 1,799. PORTFOLIO DEDUCTIONS FROM PARTNERSHIPS 0. 327,664. 0. PARKING EXPENSE 2,480. 155. 2,325. BANKING EXPENSE 17,097. 8,549. 8,548.
19 STATEMENT ( S) 4, 5, 6 08511112 798870 J49672 2013. 04030 HILLMAN FAMILY FOUNDATIONS J496721 . HILLMAN FAMILY FOUNDATIONS 25-6065959
PAYROLL SERVICES 2,168. 187. 1,981. TELEPHONE 322. 90. 232. SOFTWARE MAINTENANCE 11,540. 0. 11,540.
TO FORM 990-PF, PG 1, LN 23 199,459. 347,035. 180,087.
FORM 990-PF CORPORATE STOCK STATEMENT 7
FAIR MARKET DESCRIPTION BOOK VALUE VALUE
SEE STATEMENT 16 28,649,450. 28,649,450.
TOTAL TO FORM 990-PF, PART II, LINE 10B 28,649,450. 28,649,450.
FORM 990-PF OTHER INVESTMENTS STATEMENT 8
VALUATION FAIR MARKET DESCRIPTION METHOD BOOK VALUE VALUE
SEE STATEMENT 17 FMV 359,959,776. 359,959,776.
TOTAL TO FORM 990-PF, PART II, LINE 13 359,959,776. 359,959,776.
FORM 990-PF OTHER ASSETS STATEMENT 9
BEGINNING OF END OF YEAR FAIR MARKET DESCRIPTION YR BOOK VALUE BOOK VALUE VALUE
DEFERRED ACQUISITION COSTS 31,018. 44,929. 44,929. PROGRAM- RELATED INVESTMENT - EAST LIBERTY DEVELOPMENT LOAN 500,000. 500,000. 500,000. REFUNDABLE FEDERAL EXCISE AND INCOME TAX 0. 42,399. 42,399.
TO FORM 990-PF, PART II, LINE 15 531,018. 587,328. 587,328.
20 STATEMENT(S) 6, 7, 8, 9 08511112 798870 J49672 2013.04030 HILLMAN FAMILY FOUNDATIONS J496721 HILLMAN FAMILY FOUNDATIONS 25-6065959
FORM 990-PF OTHER LIABILITIES STATEMENT 10
DESCRIPTION BOY AMOUNT EOY AMOUNT
ACCRUED LIABILITIES 45,913. 47,657. PENSION LIABILITY 1,524,746. 1,527,988. ACCRUED FEDERAL EXCISE AND INCOME TAX 2,138. 0. DEFERRED FEDERAL EXCISE TAX 0. 986,618.
TOTAL TO FORM 990-PF, PART II, LINE 22 1,572,797. 2,562,263.
FORM 990-PF PART VIII - LIST OF OFFICERS, DIRECTORS STATEMENT 11 TRUSTEES AND FOUNDATION MANAGERS
EMPLOYEE TITLE AND COMPEN- BEN PLAN EXPENSE NAME AND ADDRESS AVRG HRS/WK SATION CONTRIB ACCOUNT
HENRY L. HILLMAN DIRECTOR/CHAIRMAN 330 GRANT STREET, SUITE 2000 <1 HOUR 0. 0. 0. PITTSBURGH, PA 15219
DAVID K. ROGER DIRECTOR/PRESIDENT 330 GRANT STREET, SUITE 2000 40+ HOURS 285,000. 26,853. 7,225. PITTSBURGH, PA 15219
LISA R. JOHNS TREASURER 330 GRANT STREET, SUITE 2000 40+ HOURS 112,008. 23,347. 3,306. PITTSBURGH, PA 15219
C.G. GREFENSTETTE DIRECTOR/VICE PRESIDENT 330 GRANT STREET, SUITE 2000 <1 HOUR 0. 0. 0. PITTSBURGH, PA 15219
BRUCE I. CROCKER DIRECTOR/SECRETARY 330 GRANT STREET, SUITE 2000 <1 HOUR 0. 0. 0. PITTSBURGH, PA 15219
ELSIE H. HILLMAN DIRECTOR 330 GRANT STREET, SUITE 2000 <1 HOUR 0. 0. 0. PITTSBURGH, PA 15219
JULIET L. HILLMAN SIMONDS DIRECTOR 330 GRANT STREET, SUITE 2000 <1 HOUR 0. 0. 0. PITTSBURGH, PA 15219
TOTALS INCLUDED ON 990-PF, PAGE 6, PART VIII 397,008. 50,200. 10,531.
21 STATEMENT(S) 10, 11 08511112 798870 J49672 2013.04030 HILLMAN FAMILY FOUNDATIONS J49672_1 HILLMAN FAMILY FOUNDATIONS EIN 25-6065959 2013 TAXES CAPITAL GAINS (LOSSES) SUMMARY METHOD DATE DATE GROSS TAX CAPITAL DESCRIPTION ACQUIRED # SHARES ACQUIRED SOLD SALES PRICE BASIS GAINI(LOSS)
REDEMPTION OF GARRISON OPPORTUNITY FUND B LP P VARIOUS VARIOUS 271 - 271 REDEMPTION OF KYLIN OFFSHORE FUND LTD P 50,000000 VARIOUS 07/30/13 5,686,518 5,000.000 686,518 REDEMPTION OF ORBIMED PARTNERS LTD P 5,000000 9/12010 06/30/13 2,000,000 1,463,287 536.713 REDEMPTION OF VIKING GLOBAL EQUITIES III LTD P 495416 VARIOUS VARIOUS 5,000,000 780,520 4,219,480 REDEMPTION OF VIKING LONG FUND III LTD P 836031 3/1/2010 07/31/13 2,000,000 836,031 1,163,969 REDEMPTION OF BIRCHMERE VENTURES II LP. P VARIOUS VARIOUS 701 9,816 (9.115) REDEMPTION OF SCF-VI OFFSHORE, LP P VARIOUS VARIOUS 12 (5,560) 5,572 BRIGADE LEVERAGED CAPITAL - ADD'L LIQUIDATING DISTRIBUTION P VARIOUS VARIOUS 471,635 - 471,635 FCOI II HOLDINGS, LP. - ADD'L LIQUIDATING DISTRIBUTION P VARIOUS VARIOUS 1,287,503 - 1,287,503 FLOWTHROUGH FROM ABRY ADVANCED SECURITIES FUND, LP 64,225 FLOWTHROUGH FROM ABRY ADVANCED SECURITIES FUND II, LP (91) FLOWTHROUGH FROM ABRY SENIOR EQUITY III, LP 515,971 FLOWTHROUGH FROM ADAMS CAPITAL MANAGEMENT III LP. (246,593) FLOWTHROUGH FROM AH PARALLEL FUND III LP. 3,011 FLOWTHROUGH FROM ANACAP CREDIT OPPORTUNITIES II LP. 138.702 FLOWTHROUGH FROM ANDREESSEN HOROWITZ FUND III, LP 8.188 FLOWTHROUGH FROM BAKER COMMUNICATIONS FUND 11, LP. 57,536 FLOWTHROUGH FROM BAKER COMMUNICATIONS FUND 11, L.P. (Cayman) (9) FLOWTHROUGH FROM BIRCHMERE VENTURES II LP. (242,229) FLOWTHROUGH FROM BLACKGOLD OPPORTUNITY FUND L.P. 9,186 FLOWTHROUGH FROM CEDAR ROCK CAPITAL PARTNERS, LLC 1,424,851 FLOWTHROUGH FROM CLARITY PARTNERS 100,106 FLOWTHROUGH FROM DOVER STREET VIII LP 75,159 FLOWTHROUGH FROM ENERGY SPECTRUM PARTNERS VI LP 74 FLOWTHROUGH FROM FCP INVESTORS VI, LP 10,998 FLOWTHROUGH FROM FEDERATED CORE TRUST II, LP. (3,710) FLOWTHROUGH FROM JBG INVESTMENT FUND VII, LLC. 314,220 FLOWTHROUGH FROM KING STREET CAPITAL 11,349 FLOWTHROUGH FROM LANDMARK REAL ESTATE PARTNERS VI, L.P. 743,254 FLOWTHROUGH FROM LEXINGTON PARTNERS V, L P 388,853 FLOWTHROUGH FROM LONE CASCADE 3,570,226 FLOWTHROUGH FROM MIC VENTURES PARTNERS V 59,884 FLOWTHROUGH FROM MAP 2006 L P. (11,529) FLOWTHROUGH FROM METROPOLITAN REAL ESTATE 148,296 FLOWTHROUGH FROM PNC MEZZANINE PARTNERS III, LP 176,588 FLOWTHROUGH FROM SCF-V, LP 1,045,464 FLOWTHROUGH FROM SCF-VI, LP 800,103 FLOWTHROUGH FROM SCF-VII, LP 386,578 FLOWTHROUGH FROM SEMPER VIC PARTNERS 43,360 FLOWTHROUGH FROM TCV IV, LP 83,159 FLOWTHROUGH FROM TCV V, L P. 183,887 FLOWTHROUGH FROM TCV VII (A), L.P. 1,051,846 FLOWTHROUGH FROM YORKTOWN ENERGY PARTNERS IX, LP. (8,902) CAPITAL GAIN DISTRIBUTIONS - FEDERATED FUND GROUP CGD 42,355 CAPITAL GAIN DISTRIBUTIONS - MATTHEWS PACIFIC TIGER FUND CGD 57,516
P = PURCHASED TOTAL NET GAIN (LOSS) PER TAX RETURN 19,364,428 CGD = CAPITAL GAIN DISTRIBUTION
STATEMENT 12 Hillman Family Foundations (9409) - EIN: 25-6065959 Stocks & Warrants Gain Loss From January 1, 2013 to December 31, 2013
Short-Term Capital Gains and Losses Basis Reported - Assets Held One Year or Less Pershing Cost Basis Gain/(Loss) Investment Shares ECS Date Acquired Date Sold Sales Price 17 $ 2,771.83 Anheuser Busch Companies Inc 275 SCC 11/02/12 06/10/13 $ 25,762.00 $ 22,990 5,960.32 Berkshire Hathaway Inc. (CL B) 0 SCC 08/16/12 06/10/13 23,007.10 17,046.78 6,247.96 579 54 British American Tobacco 125 SCC 11/02/12 06/11/13 6,827.50 2,700.01 (92.03) British American Tobacco 50 SCC 07/31/13 12/05/13 2,607.98 2,732.52 (106.97) British American Tobacco 50 SCC 09/19/13 12/04/13 2,625.55 58 1,855.92 CIE Financiere Richemont 50 SCC 06/07/12 05/21/13 4,722.50 2,866. 3,817.14 CIE Financiere Richemont 100 SCC 06/28/12 05/23/13 9,06655 5,24941 2,624.71 1,855.29 CIE Financiere Ri chemont 50 SCC 06/28/12 05/31/13 4,480.00 1,354.53 1,006.65 CIE Financiere Richemont 25 SCC 07/20/12 05/21/13 2,361.18 4,365.47 2,718.28 CIE Financiere Richemont 75 SCC 07/30/12 05/21/13 7,083.75 78 1,250.22 Heineken Holding NV 100 SCC 07/30/12 06/11/13 5,890 00 4,639 1,153.28 319.22 Heineken Holding NV 25 SCC 08/21/12 06/11/13 1,472.50 279 11 Mastercard Incorporated 2 SCC 08/03/12 06/10/13 1,130.66 851.55 728.07 Mastercard Incorporated 5 SCC 08/23/12 06/10/13 2,826.65 2,098.58 7,489.55 929 20 Nestle SA 125 SCC 07/20/12 06/10/13 8,418.75 13,757.85 1,395.90 Nestle SA 225 SCC 07/30/12 06/10/13 15,153 75 6,189.15 545.85 Nestle SA 100 SCC 08/10/12 06/10/13 6,735.00 1,550.59 133.16 Nestle SA 25 SCC 08/16/12 06/10/13 1,683.75 11,709 39 76.86 Nestle SA 175 SCC 01/15/13 06/10/13 11,786 25 8,902.53 255.47 Philip Morris International Inc. 100 SCC 01/15/13 06/10/13 9,158.00 622 66 Unilever NV 75 SCC 06/18/12 06/10/13 3,041.70 2,419.04 268.89 Unilever NV 125 SCC 12/13/12 06/10/13 5,070.00 4,801.11 (279 98) Unilever NV 575 SCC 05/31/13 06/10/13 23,319 69 23,599.67 1,620.31 Wells Fargo & Co. 650 SCC 05/14/13 06/10/13 26,802.09 25,181.78 28,510.91 Total Pershing $ 211,032 .90 $ 182,521.99 $ 211,032 .90 $ 182, 521.99 $ 28,510.91 Total Short-Term Capital Gains and Losses Basis Reported $
STATEMENT 13 Hillman Family Foundations (9409) - EIN: 25-6065959 Stocks & Warrants Gain Loss From January 1, 2013 to December 31, 2013
Short-Term Capital Gains and Losses Basis Not Reported - Assets Held One Year or Less Hawthorn Gain /(Loss) Investment Shares FCS Date Acquired Pate Sold Sales Price Cost Basis 1,423,229.40 $ 323,007 03 Carter's Inc. 27,000 SCC 10/23/12 04/25/13 $ 1,746,236.43 $ 1,076,792.51 237,090.01 Carter's Inc. 20,315 SCC 10/24/12 04/25/13 1,313,882.52 499,295.34 136,526.42 Google Inc. 821 SCC 04/19/12 09/09/13 635,821.76 0.45 News Corporation Class A Common 0.25 SCC 07/01/13 07/01/13 3.95 3.50 19 18,193.52 News Corporation Class A Common 20,879 SCCA 04/05/13 07/11/13 315,179.71 296,986 15,070.51 Rolls Royce Holdings C 9,405,000 SCC 11/16/12 01/08/13 15,071.51 1.00 22,225 31 Rolls Royce Holdings C 14,726,250 SCC 05/07/13 07/08/13 22,226.31 1.00 752, 113.25 Total Hawthorn $ 4,048,422.19 $ 3, 296,308 .94 $ Gain/(Loss) Investment Shares EO Date Acquired Date Sol d Sales Price Cost Basis Merrill Lynch Gain /( Loss) Investment are I=CS Date Acquired Pate Sold Sales Price Cost Basis 932,768.66 Facebook, Inc. 22,467 SCC 08/31/12 08/29/13 $ 932,768.66 $ 0.00 $ 932,768.66 Total Merrill Lynch $ 932,768 . 66 $ 0.00 $ Wells Fargo Gain/(Loss( Investment Shares ECS Date Acquired Date Sold Sales Price Cost Basis 13.11 Shares North American National Resources 2.98 SCC 12/27/12 12/11/13 $ 125.49 $ 112.38 $ 67.72 3.02 Shares North American National Resources 1.68 SCC 04/02/13 12/11/13 70.74 88.68 8.59 Shares North American National Resources 2.31 SCC 07/03/13 12/11/13 97.27 0.75 iShares North American National Resources 1 SCC 10/01/13 12/11/13 58.53 57.78 326.56 $ 25.47 Total Wells Fargo $ 352.03 $ Jeffries Gain/(Loss) Investment Shares ECS Date Acquired Date Sold Sales Price Cost Basis 18,431.39 Goodrich Petroleum Corp. 4,500 SPPB 11/14/12 01/17/13 $ 138,253 89 $ 119,822.50 $ (29,717.85) PUT USO OCT 34.00000 10/19/20 0 PUT 06/05/13 10/18/13 (29,717.85) 0.00 (15,70143) PUT SPY JUN 129.0000 06/22/20 0 PUT 01/28/13 06/21/13 (15,701.43) 0 00 (15,091 43) PUT SPY APR 130.0 04/20/2013 0 PUT 01/09/13 04/19/13 (15,091.43) 0.00 101,407.98 ANCDPFD - (Anchor Drilling Preferred) 39 SPPA 05/28/13 06/11/13 101,407 98 0.00 59,328.66 Total Jeffries $ 179,151.16 $ 119,822.50 $ 3,416,458.00 $ 1,744, 236.04 Total Short-Term Capital Gains and Losses Basis Not Reported $ S, 160,694.04 $
STATEMENT 13 Hillman Family Foundations (9409) - EIN: 25-6065959 Stocks & Warrants Gain Loss From January 1, 2013 to December 31, 2013
Lona-Term Capital Gains and Losses Basis Covered- Assets Held More than One Year Pershing Investment Shares Ecs Date Acquired Date Sold Sales Price Cost Basis Gain /( Loss) Aviv Ventures Inc. (Pernod Ricard SA) 25 SCC 04/23/12 06/11/13 2,999.13 2,519.62 479.51 Anheuser Busch Companies Inc. 25 SCC 01/10/12 06/10/13 2,342.19 1,533.05 809.14 Anheuser Busch Companies Inc 50 SCC 01/20/12 06/10/13 4,684.00 3,094.36 1,589.64 Berkshire Hathaway Inc. (CL B) 300 SCCB 12/05/11 06/10/13 34,510.65 23,392.68 11,117.97 Berkshire Hathaway Inc. (CL B) 425 SCCB 04/24/12 06/10/13 48,890.08 33,862.26 15,027.82 Heineken Holding NV 25 SCC 03/14/12 06/11/13 1,472.50 1,151.99 320.51 Heineken Holding NV 75 SCC 03/19/12 06/11/13 4,417.50 3,487.24 930.26 Mastercard Incorporated 13 SCC 02/04/11 06/10/13 7,349.47 3,214.36 4,135.11 Mastercard Incorporated 11 SCC 02/04/11 12/23/13 8,946.74 2,719.84 6,226.90 Mastercard Incorporated 4 SCC 05/19/11 06/10/13 2,261.32 1,135.96 1,125.36 Mastercard Incorporated 12 SCC 06/21/11 06/10/13 6,783.96 3,284.91 3,499.05 Mastercard Incorporated 1 SCC 02/02/12 06/10/13 565.33 379.18 186.15 Mastercard Incorporated 6 SCC 03/16/12 06/10/13 3,391.98 2,522.61 869.37 Nestle SA 75 SCC 06/07/12 06/10/13 5,051.25 4,298.67 752.58 Unilever NV 75 SCC 07/25/11 06/10/13 3,041.70 2,483.28 558.42 Unilever NV 200 SCC 03/16/12 06/10/13 8,111.20 6,840.12 1,271.08 Unilever NV 50 SCC 05/03/12 06/10/13 2,027.80 1,727.97 299.83 Total Pershing $ 146,846.80 $ 97,648.10 $ 49,198.70 Total Long-Term Capital Gains and Losses Basis Covered $ 146,846.80 $ 97,648.10 $ 49,198.70
STATEMENT 13 Hillman Family Foundations (9409) - EIN: 25-6065959 Stocks & Warrants Gain Loss From January 1, 2013 to December 31, 2013
Long -Term Capital Gains and Losses Basis Not Reported - Assets Held More than One Year Deutche Bank Gain /( Lossl Investment Shares € S Date Acquired Date Sold Sales Price Cost Basis 41,910.72 ExactTarget,Inc. 2,485 SCC 11/18/09 02/27/13 $ 55,839.15 $ 13,928.43 $ 60,610.75 ExactTarget,Inc. 3,479 SCC 11/18/09 03/12/13 80,110.55 19,499.80 7,175.07 117,219.76 Zillow, Inc. 1,464 SCCA 10/20/05 08/27/13 124,394.83 Total Deutche Bank $ 260,344 .53 $ 40,603.30 $ 219,741.23 Hawthorn Gain /( Loss) Investment Shares CS Date Acquired Date Sold Sales Price Cost Basis 206,079.74 Apple Inc. 2,030 SCC 07/08/11 02/19/13 $ 931,652.09 $ 725,572.35 $ 80,898.20 Apple Inc. 819 SCC 07/08/11 02/20/13 373,629.11 292,730.91 308.28 Apple Inc. 3 SCC 07/11/11 02/20/13 1,368.69 1,060.41 136,536.46 Apple Inc. 1,380 SCC 08/19/11 02/20/13 629,556.64 493,020.18 165,942.92 Apple Inc. 1,680 SCC 04/19/12 02/20/13 766,416.59 600,473.67 255,438.58 Google Inc. 1,049 SCC 07/08/11 02/01/13 812,395.90 556,957.32 16,777.91 Google Inc. 45 SCC 07/08/11 07/23/13 40,670.26 23,892.35 1,331,124.55 Google Inc. 3,651 SCC 07/08/11 07/26/13 3,240,611.06 1,909,486.51 1,886.58 Google Inc. 5 SCC 07/11/11 07/23/13 4,519.13 2,632.55 6,139.06 Google Inc. 17 SCC 07/11/11 07/26/13 15,089.73 8,950.67 596,912.48 Google Inc. 1,601 SCC 08/19/11 07/23/13 1,446,971.48 850,059.00 Google Inc. 2,400 SCC 08/19/11 07/26/13 2,130,229.64 1,185,158.40 945,071.24 Visa Inc. 3,009 SCC 01/31/11 05/01/13 500,005.75 209,348.47 290,657.28 Total Hawthorn $ 10,893, 116.07 $ 6,859,342.79 $ 4,033,773.28 Ingalls & Snyder Gain/floss) Investment Sh a res E Date Acquired Date Sold Sales Price Cost Basis Alliance Data Systems Corp. 100 SCC 04/23/09 11/14/13 $ 25,002.56 $ 4,713.00 $ 20,289.56 Alliance Data Systems Corp. 100 SCC 08/31/09 08/16/13 20,268.86 (9,193.17) 29,462.03 42 Alliance Data Systems Corp. 250 SCC 08/31/09 08/19/13 50,006.62 13,831.20 36,175 Alliance Data Systems Corp. 100 SCC 08/31/09 10/10/13 21,862.31 3,894.00 17,968.31 Alliance Data Systems Corp. 150 SCC 01/26/10 07/11/13 28,107.00 9,567.00 18,540.00 Alliance Data Systems Corp. 100 SCC 10/27/10 07/11/13 18,737.18 298.03 18,439.15 Alliance Data Systems Corp. 150 SCC 10/27/10 08/16/13 30,405 00 14,831.97 15,573.03 Comcast Corp. 500 SCC 03/13/07 01/02/13 19,090.07 12,900.00 6,190.07 Comcast Corp. 1,000 SCC 03/13/07 01/16/13 39,170.42 25,800.00 13,370.42 Copart Inc. 1,500 SCC 03/07/08 03/08/13 47,936.97 26,788.88 21,148.09 Copart Inc. 600 SCC 03/07/08 05/01/13 21,191.82 10,715.55 10,476.27 Credit Acceptance Corp. 200 SCC 05/24/07 11/05/13 24,427.57 5,298.48 19,129.09 Mobile Mini, Inc. 500 SCC 04/07/10 11/22/13 19,989.65 7,988.49 12,001.16 Pioneer Natural Resources Co 250 SCC 01/05/07 02/08/13 31,985.28 9,523.15 22,462.13 Pioneer Natural Resources Co 250 SCC 01/05/07 02/12/13 32,331.77 9,523.15 22,808 62 Pioneer Natural Resources Co 300 SCC 01/05/07 02/19/13 39,574.21 11,427.78 28,146.43 Pioneer Natural Resources Co 350 SCC 01/25/07 05/14/13 49,119.99 13,332.41 35,787.58 Pioneer Natural Resources Co 100 SCC 01/25/07 09/25/13 18,761.17 3,809.52 14,951.65
STATEMENT 13 World Acceptance Corporation 600 SCC 01/18/07 06/07/13 56,628.45 26,508.00 30,120.45 Total Ingalls & Snyder $ 594, 596.90 $ 201,557.44 $ 393, 039.46 Merrill Lynch Investment S hares ECS Date Acouired Date Sales Price Cost Basis Gain/(Loss) Facebook, Inc. 13,595 SCCA 11/01/10 11/08/13 $ 645,898.08 $ 190,330.00 $ 455,568.08 Facebook,Inc. - 1,942 SCCA 11/0 1/10 11/12/13 90,005.13 27,188.00 62,817.13 Total Merrill Lynch $ 735,903 . 21 $ 217,518.00 $ 518,385.21 Pershing Investment Shares 90 Date Acquired Date Sold Sales Price Cost Basis Gam/(Loss) Aiviv Ventures Inc. (Pernod Ricard SA) 60.7 SCC 01/02/07 06/11/13 $ 7,281.90 $ 5,436.56 $ 1,845.34 Aiviv Ventures Inc (Pernod Ricard SA) 84 SCC 01/23/07 06/11/13 10,041.11 7,377.37 2,663.74 Aiviv Ventures Inc (Pernod Ricard SA) 77.6 SCC 12/27/07 06/11/13 9,309.36 8,564.56 744 80 Altna Group Inc. 100 SCC 01/23/07 06/10/13 3,619 31 2,025.98 1,593.33 Altna Group Inc 160 SCC 01/23/07 12/04/13 5,93344 3,241.57 2,691.87 Altna Group Inc. 165 SCC 01/23/07 12/05/13 6,112.07 3,342.87 2,769.20 Altna Group Inc. 1,225 SCC 09/12/08 06/10/13 44,369.50 25,836.48 18,533.02 Berkshire Hathaway Inc. (CL B) 75 SCCB 01/23/07 06/10/13 8,627.66 5,463.63 3,16403 British American Tobacco 125 SCC 12/15/09 06/11/13 6,828 00 4,005.15 2,822.85 British American Tobacco 475 SCC 12/29/09 06/11/13 25,946.42 15,345.87 10,600.55 British American Tobacco 200 SCC 04/29/10 06/11/13 10,924.81 6,481.41 4,443 40 Brown Forman Corp. CL A 322 SCCA 01/26/07 06/10/13 22,965.64 10,713.71 12,251.93 Brown Forman Corp. CL B 63 SCCB 01/26/07 06/10/13 4,405.51 2,832 52 1,572.99 CIE Financiere Richemont 500 SCC 10/07/08 06/11/13 45,109.29 11,250.00 33,859.29 CIE Financiere Richemont 50 SCC 10/21/08 05/31/13 4,479.91 1,181.96 3,297.95 CIE Financiere Richemont 325 SCC 10/21/08 06/11/13 29,318.25 7,466.30 21,851.95 CIE Financiere Richemont 400 SCC 11/04/08 06/11/13 36,084.00 9,013.94 27,070.06 Comcast Corp. New Special CL A 950 SCCA 11/03/04 06/10/13 37,443.21 18,157.64 19,285.57 Diageo PLC 1,950 SCC 01/23/07 06/11/13 58,889.83 38,410.32 20,479.51 Hasbro Inc 350 SCC 11/03/04 06/10/13 15,604.27 6,420.40 9,183.87 Hasbro Inc. 225 SCC 01/23/07 05/14/13 10,641.83 6,338.25 4,303.58 Hasbro Inc. 225 SCC 01/23/07 06/10/13 10,032.75 6,338.25 3,694.50 Heineken Holding NV 800 SCC 01/23/07 06/11/13 47,120 81 34,777.76 12,343 05 Heineken Holding NV 50 SCC 02/22/08 01/02/13 2,742.66 2,484.28 258.38 Heineken Holding NV 50 SCC 02/22/08 06/11/13 2,945.00 2,484.27 460.73 Heineken Holding NV 175 SCC 08/05/08 06/11/13 10,307.50 8,218.62 2,088.88 Martin Marietta Materials Inc. 325 SCC 01/23/07 06/10/13 35,379.69 36,241.88 (862.19) Mastercard Incorporated 4 SCC 11/02/10 12/23/13 3,253.39 985.06 2,268.33 Mastercard Incorporated 31 SCC 12/06/10 06/10/13 17,525.23 7,806.81 9,718.42 Nestle SA 21 SCC 04/27/07 06/10/13 1,413.47 842.91 570.56 Philip Morris International Inc. 50 SCC 04/03/07 06/10/13 4,578 63 2,418.40 2,160.23 Sabmiller PLC 475 SCC 06/17/08 06/11/13 23,659 76 11,404.29 12,255.47 Sabmiller PLC 375 SCC 06/19/08 06/11/13 18,678.75 8,941.35 9,737.40 Sabmiller PLC 325 SCC 06/24/08 06/11/13 16,188.24 7,531.74 8,656.50 Sabmiller PLC 275 SCC 07/22/08 06/11/13 13,701.43 6,398.19 7,303.24 Scripps Networks Interacbve Inc. 450 SCC 11/03/04 06/10/13 29,754.20 19,703.61 10,050.59 Washington Post Co 18 SCC 11/03/04 05/14/13 8,107.56 16,551.00 (8,443.44) Washington Post Co. 10 SCC 11/11/05 06/10/13 4,639.20 7,375.00 (2,735.80)
STATEMENT 13 Washington Post Co. 7 SCC 04/05/06 05/14/13 3,153.04 5,277.70 (2,124.66) Washington Post Co. 3 SCC 04/05/06 06/10/13 1,391.76 2,261.87 (870.11) Washington Post Co. 81 SCC 01/23/07 06/10/13 37,577.52 61,015.14 (23,437.62) Washington Post Co. 10 SCC 12/09/08 06/10/13 4,639.41 4,021.21 618.20 Wells Fargo & Co. 1,325 SCC 01/23/07 06/10/13 54,635 02 47,516.75 7,118.27 Total Pershing $ 755,360.34 $ 499,502.58 $ 255,857.76 Wells Fargo Investment Shares ECS Date Acauired Date Sold Sales Price Cost Basis Gain/(Loss) Facebook, Inc. 3,744 SCC 08/31/12 11/13/13 $ 172,909.89 $ 52,416.00 $ 120,493.89 Google Inc. 2,220 SCC 08/19/11 09/09/13 1,970,536.28 1,096,271.52 874,264.76 Priceline com Incorporated 2,596 SCC 10/18/12 11/25/13 3,011,497.88 1,540,596.20 1,470,901.68 SPDR Gold Shares 300 SCC 01/04/10 12/11/13 36,392 36 32,964.00 3,428 36 Vanguard Dividend Appreciation 300 SCC 07/07/09 12/11/13 22,022.61 11,634.00 10,388.61 Visa Inc. 2,482 SCC 01/31/11 11/25/13 501,323.75 172,672.74 328,651.01 Visa Inc. 17,825 SCC 01/31/11 11/26/13 3,620,775.58 1,240,158.33 2,380,617.25 Shares North American National Resources 224.26 SCC 03/26/07 12/11/13 9,439 59 7,878.25 1,561.34 Shares North American National Resources 1.08 SCC 07/09/07 12/11/13 45.48 44.86 0.62 iShares North American National Resources 0.62 SCC 10/03/07 12/11/13 26.11 26.41 (0.30) iShares North American National Resources 0.94 SCC 01/04/08 12/11/13 39.58 42.57 (2.99) iShares North American National Resources 1.46 SCC 06/30/08 12/11/13 61.48 74.58 (13.10) Shares North American National Resources 1.6 SCC 01/02/09 12/11/13 67.38 41.23 26.15 Shares North American National Resources 250 SCC 04/30/09 12/11/13 10,520 .88 6,535.00 3,985.88 Shares North American National Resources 3 SCC 06/29/09 12/11/13 126.33 83.47 42.86 iShares North American National Resources 5.25 SCC 01/04/10 12/11/13 220.87 177.56 43.31 Shares North American National Resources 4.66 SCC 12/31/10 12/11/13 196 23 193.53 2.70 iShares North American National Resources 0 67 SCC 04/01/11 12/11/13 28.21 31.54 (3.33) Shares North American National Resources 1.32 SCC 06/30/11 12/11/13 55.59 57.54 (1.95) iShares North American National Resources 1 61 SCC 10/03/11 12/11/13 67.83 53.42 14 41 iShares North Amencan National Resources 2.12 SCC 12/30/11 12/11/13 89.27 80.69 8.58 iShares North American National Resources 1 05 SCC 04/02/12 12/11/13 44.22 41.66 2.56 iShares North American National Resources 2.12 SCC 06/26/12 12/11/13 89.27 70.70 18.57 Shares North American National Resources 2 SCC 10/02/12 12/11/13 79.17 74.52 4 65 Total Wells Fargo $ 9,356, 655.84 $ 4, 162,220.32 $ 5,194,435.52 Total Long-Term Capital Gains and Losses Basis Not Reported $ 22,595,976.89 $ 11,980,744.43 $ 10,615,232.46
Total Capital Gains and ( Losses ) $ 12,437,178.11
STATEMENT 13 Hillman Family Foundations EIN: 25- 6065959 Mutual Funds Gain Loss January 1, 2013 to December 31, 2013
Short-Term Capital Gain or ( Loss) Reported - Assets Held One Year or Less Gain/(Loss) Investment Description Shares Date Acquired Date Sold Sales Price Cost Basis Code Adjustments Covered Federated Ultrashort Bond Fund 906,600.910 Various 06/18/13 8,331,662.37 8,327,726.83 0.00 3,935.54 Federated Ultrashort Bond Fund 54,644.809 Various 06/26/13 500,000.00 501,948.58 W 1,948.58 (0.00) 8,831,662.37 8,829,675.41 1,948. 58 3,935.54
(75.74) Federated Government Ultrashort Duration Fund 146,169 355 Various 01/22/13 1,450,000.00 1,450,245.45 W 169.71 Federated Government Ultrashort Duration Fund 849,699.583 Various 06/18/13 8,429,019 87 8,430,246.56 0 00 (1,226.69) 9,879,019.87 9, 880,492.01 169 . 71 (1,302.43)
9,802 Federated Intermediate Corporate Bond Fund 115,116.079 Various 06/18/13 1,169,579.37 1,159,776.44 0.00 93 Federated Intermediate Corporate Bond Fund 49,212.598 Various 06/18/13 500,000 00 495,809.21 0.00 4,190.79 1,669,579.37 1,655, 585.65 0.00 13,993.72
Federated Short Term Income 116,550 117 06/18/13 10/10/13 1,000,000.00 1,005,366.67 W 537.31 (4,829.36) Federated Short Term Income 174,621.653 Various 10/24/13 1,500,000 00 1,506,306.78 0.00 (6,306.78) (3,381.32) Federated Short Term Income 98,952.270 06/18/13 11/15/13 850,000 00 853,576 87 W 195 55 Federated Short Term Income 232,828.871 06/18/13 12/18/13 2,000,000.00 2,008,416.16 W 269.19 (8,146.97) 5,350, 000.00 5, 373,666.48 1,002.05 (22, 664.43)
Federated U.S. Government Securities Fund 1-3 93,704.790 Various 03/25/13 999,830.11 1,015,602.68 W 55.77 (15,716 80) Federated U.S. Government Securities Fund 1-3 35,810.707 Various 09/20/13 378,877.29 382,191.46 0.00 (3,314.17) Federated U.S Government Securities Fund 1-3 77,504.726 06/18/13 09/23/13 820,000 00 827,172.81 0.00 (7,172.81) Federated U.S. Government Securities Fund 1-3 496,688 742 06/18/13 09/27/13 5,250,000.00 5,300,933.79 0 00 (50,933.79) 7,448, 707.40 7,525,900.74 55 .77 (77,137.57)
Federated U S. Government Securities Fund 2-5 69,920.114 Various 03/25/13 799,886.10 810,086.14 W 26.77 (10,173.27) 799,886 . 10 810,086.14 26 .77 (10,173.27)
Federated Emerging Markets Fixed Income Core 7,510.937 03/06/13 06/21/13 243,672.82 240,295.64 0 00 3,377.18 243,672. 82 240, 295.64 0.00 3,377.18
Federated High-Yield Bond Portfolio 75,187.970 Various 06/06/13 500,000.00 506,339.65 W 6,339.65 (0.00) 500,000 . 00 506, 339.65 6,339.65 (0.00)
Short-Term Capital Gain or (Loss) Reported 34,722,527.93 34,822,041.72 9,542.53 (89,971.26)
STATEMENT 14 Hillman Family Foundations EIN: 25-6065959 Mutual Funds Gain Loss January 1, 2013 to December 31, 2013
Long-Term Capital Gain or (Loss) Reported - Assets Held More than One Year Investment Description Shares Date Acquired Date Sold Sales Price Cost Basis Code Adjustments Gain/(Loss) Covered Federated Ultrashort Bond Fund 71,444.449 01/04/12 01/29/13 658,717.82 655,463.54 0 00 3,254.28 Federated Ultrashort Bond Fund 325,379.610 Various 05/23/13 3,000,000.00 2,988,816.72 0.00 11,183.28 Federated Ultrashort Bond Fund 943,235.869 Various 06/18/13 8,668,337.63 8,664,243.05 0.00 4,094.58 12,327,055.45 12,308,523.31 0.00 18,532.14
Federated Government Ultrashort Duration Fund 75,604.839 Various 04/22/13 750,000.00 750,103.38 W 103.38 (0.00) Federated Government Ultrashort Duration Fund 201,816.347 Various 06/12/13 2,000,000.00 2,002,308 74 W 2,308.74 0.00 Federated Government Ultrashort Duration Fund 259,171.385 Various 06/18/13 2,570,980.13 2,571,354 29 W 103.23 (270.93) Federated Government Ultrashort Duration Fund 25,303.644 Various 10/10/13 250,000.00 250,70101 W 6.37 (694.64) Federated Government Ultrashort Duration Fund 151,668.352 Various 12/18/13 1,500,000.00 1,502,685.59 W 5.34 (2,680.25) 7,070,980.13 7,077, 153.01 2,527.06 (3,645.82)
Federated Intermediate Corporate Bond Fund 214,475.611 Various 06/18/13 2,179,072.21 2,160,808.16 0.00 18,264.05 2,179, 072.21 2, 160,808 . 16 0.00 18, 264.05
Federated U.S. Government Securities Fund 1-3 15.922 Various 03/25/13 169.89 172.56 W 2.67 (0.00) Federated U.S. Government Securities Fund 1-3 94,517 958 Various 06/21/13 1,000,000.00 1,008,150.52 W 8,150.52 (0.00) Federated U.S. Government Securities Fund 1-3 153,736.991 Various 09/13/13 1,625,000.00 1,640,755.40 W 133.49 (15,621.91) Federated U.S. Government Securities Fund 1-3 25,992.439 Various 09/16/13 275,000.00 277,405.50 0.00 (2,405.50) Federated U.S. Government Securities Fund 1-3 110,692.129 Various 09/20/13 1,171,122.71 1,181,366.92 0.00 (10,244.21) 4,071, 292.60 4,107,850.90 8,286.68 (28,271.62)
Federated U.S. Government Securities Fund 2-5 9.956 Various 03/25/13 113.90 115.35 W 1.45 0 00 113.90 115.35 1.45 0.00
Federated Emerging Markets Fixed Income Core 10,348 263 01/04/12 06/06/13 350,000.00 331,069.55 0.00 18,930.45 Federated Emerging Markets Fixed Income Core 10,983.379 Various 06/21/13 356,327.18 351,388 67 0 00 4,938.51 706,327.18 682,458.22 0.00 23,868.96
Federated Mortgage Core Portfolio 100,300.903 Various 06/18/13 1,000,000.00 1,023, 931.39 W 100.81 (23,830.58) 1,000, 000.00 1,023,931.39 100.81 ( 23,830.58)
Long-Term Capital Gain or (Loss) Reported 27,354,841.47 27,360,840.34 10,916.00 4,917.13
STATEMENT 14 Hillman Family Foundations EIN: 25-6065959 Mutual Funds Gain Loss January 1, 2013 to December 31, 2013
Long-Term Capital Gain or (Loss) Not Reported - Assets Held More than One Year Investment Description Shares Date Acquired Date Sold Sales Price Cost Basis Code Adjustments Gain/(Loss) Noncovered Federated Ultrashort Bond Fund 232,243.187 Various 01/29/13 2,141,282.18 2,138,186 87 0.00 3,095.31 2,141, 282.18 2, 138,186.87 0.00 3,095.31
Federated Intermediate Corporate Bond Fund 162,534.294 Various 06/18/13 1,651, 348.42 1,634,943.05 0 00 16,405.37 1,651,348.42 1, 634,943.05 0.00 16,405.37
Federated Enhanced Index Fund 674,749.900 Various Various 523,695.00 673,121.00 0.00 (149,426.00) 523,695.00 673,121.00 0.00 (149,426.00)
Long-Term Capital Gain or (Loss) Not Reported 4,316,325.60 4,446,250.92 0.00 (129,925.32)
Total Capital Gains or (Losses) 66,393,695.00 66,629,132.98 0.00 20,458.53 (214,979.45)
STATEMENT 14 Hillman Family Foundations (9409) - EIN: 25-6065959 Corporate Bonds Gain Loss From January 1, 2013 to December 31, 2013
Short-Term Capital Gains an d Losses - Assets Held One Year or Less Jefferies & Co. Gain/(Loss) Investment Shares Date Acquired Date Sold Sales Price Cost Basis 82 $739.57 Venoco, Inc 75,213 BOND VARIOUS 01/08/13 $77,469 39 $76,729 1,62134 Venoco, Inc. 164,886 BOND VARIOUS 01/08/13 169,832.58 168,211.24 237.33 Venoco,Inc 24,136 BOND VARIOUS 02/04/13 24,86008 24,62275 69.17 Venoco, Inc 7,034 BOND VARIOUS 03/12/13 7,245.02 7,175 85 78 (10,935.76) Venoco, Inc. 138,731 BOND VARIOUS 04/05/13 130,593.02 141,528 (1,528 01) CCSINC 110% 11/15/2015 173,000 BOND VARIOUS 02/08/13 176,450 00 177,978 01 (1,821.49) CCSINC 11 0% 11/15/2015 233,000 BOND VARIOUS 02/11/13 237,883 00 239,704.49 NFREGY 9.75% 02/15/2007 170,000 BOND VARIOUS 01/24/13 177,204 38 162,243 55 14,960.83 8,086.64 NFREGY 9 75% 02/15/2007 82,000 BOND VARIOUS 01/31/13 86,496 58 78,409 94 NFREGY 9 75% 02/15/2007 72,000 BOND VARIOUS 03/25/13 75,590.00 73,268 57 2,321.43 WDBNAC 12 0% 05/15/2016 28,000 BOND VARIOUS 10/17/13 29,855.00 30,101.87 (246 87) WDBNAC 12 0% 05/15/2016 83,000 BOND VARIOUS 11/05/13 88,498 75 88,864.30 (365.55) WDBNAC 12 0% 05/15/2016 171,000 BOND VARIOUS 08/26/13 187,862.00 190,212.63 (2,35063) GDP 5 0% 10/01/20129 36,000 BOND VARIOUS 02/06/13 389,376 88 360,993 75 28,383.13 Anchor Drilling Fluids USA, Inc. 295,000 BOND VARIOUS 05/21/13 292,234.38 304,641.24 (12,406 86) Anchor Drilling Fluids USA, Inc. 2,058 BOND VARIOUS 06/27/13 2,058.00 2,038 71 19.29 Anchor Dulling Fluids USA, Inc. 2,170 BOND VARIOUS 07/30/13 2,170.00 2,149 66 20.34 Crestwood Holdings 10,936 BOND VARIOUS 02/22/13 10,936.00 11,106.23 (170 23) Crestwood Holdings 7,488 BOND VARIOUS 05/23/13 7,488 00 7,604 56 (116.56) Crestwood Holdings 541,378 BOND VARIOUS 06/21/13 541,378 00 549,357 03 (7,979.03) KWK 7 125% 04/01/2016 271,000 BOND VARIOUS 03/15/13 236,437.50 227,635 31 8,802 19 KWK 8.25% 08/01/2015 391,000 BOND VARIOUS 06/21/13 401,908 90 381,405.00 20,503 90 KWK 11.75% 01/01/2016 99,000 BOND VARIOUS 01/30/13 104,519.37 99,879.49 4,639 88 11,391.08 KWK 11.75% 01/01/2016 280,000 BOND VARIOUS 04/17/13 298,190.00 286,798.92 KWK 11.75% 01/01/2016 184,000 BOND VARIOUS 04/23/13 196,537.50 187,224 83 9,31267 KWK 11.75% 01/01/2016 166,000 BOND VARIOUS 05/02/13 177,710.00 167,303 97 10,406.03 84 KWK 11 75% 01/01/2016 174,000 BOND VARIOUS 06/21/13 185,832 00 173,422.16 12,409 VQ 115% 10/01/2017 415,000 BOND VARIOUS 08/21/13 443,531 25 416,047 50 27,483.75 VQ 8.875% 02/15/2019 216,000 BOND VARIOUS 05/06/13 209,248.86 197,357 72 11,891 14 VQ 8 875% 02/15/2019 225,000 BOND VARIOUS 06/28/13 219,927 50 217,048 72 2,878.78 VQ 8 875% 02/15/2019 169,000 BOND VARIOUS 07/11/13 165,261.25 149,306 64 15,954 61 VQ 8 875% 02/15/2019 28,000 BOND VARIOUS 08/01/13 28,025 00 24,434 37 3,590.63 VQ 8 875% 02/15/2019 23,000 BOND VARIOUS 08/06/13 23,162 50 19,683.22 3,479 28 Varel International Term Loan 81,000 BOND VARIOUS 10/15/13 81,618 47 80,993 31 625.16 PMGCN 2 625% 8/25/2016 570,000 BOND VARIOUS 06/25/13 574,864.18 562,926.68 11,937.50 PUT SPY SEP 135.00 9/21/20 50 BOND VARIOUS 08/21/13 125 60 7,674.39 (7,548 79) CCRUCN 9 75000% 11/01/2019 77,000 BOND VARIOUS 10/21/13 74,680 00 75,046.37 (366 37) PUT SPY SEP 145 0000 9/21/20 102 BOND VARIOUS 08/21/13 1,504 83 16,507 13 (15,002.30) 86) Bladcbrush Term Loan 291,000 BOND VARIOUS 08/15/13 287,713.14 288,090.00 (376 Blackbnuh Term Loan 1,672 BOND VARIOUS 09/30/13 1,672.00 1,687 24 (15.24) Blackbrush Term Loan 1,672 BOND VARIOUS 09/30/13 - 1,68724 (1,687.24) KWK 11.00000% 07/01/2021 34,000 BOND VARIOUS 08/16/13 31,950 00 32,277 70 (327.70) KWK 11.00000% 07/01/2021 73,000 BOND VARIOUS 08/30/14 68,689 08 70,841 20 (2,152 12) KWK 1100000% 07/01/2021 49,000 BOND VARIOUS 09/04/13 46,407 97 47,610.83 (1,202.86) PUT IEF DEC 95.0000 12/21/20 34 BOND VARIOUS 09/13/13 1,490 54 3,189 94 (1,699.40) (140 53) PUT LQD DEC 105.0000 12/21/20 17 BOND VARIOUS 09/09/13 1,332.36 1,472.89 RAMGEN 12.50000% 10/01/2015 8,000 BOND VARIOUS 10/29/13 8,343 34 8,286.51 56.83 17,628 18 (11,026 37) PUT SPY DEC 150.000 12/21/2013 88 BOND VARIOUS 10/14/13 6,601.81 (15,233.84) PUT SPY DEC 150.000 12/21/2013 86 BOND VARIOUS 10/31/13 1,341.41 16,575.25 VP 12.250000% 8/15/2018 68,000 BOND VARIOUS 09/16/13 68,027.31 66,885.46 1,14185 CMLP 6 1250000% 3/1/2022 28,000 BOND VARIOUS 10/22/13 28,207 50 28,010 00 197 50 AR 5 375000% 11/01/2021 21,000 BOND VARIOUS 10/24/13 21,121 25 21,0 10 00 111.25 Total3efferles & Co. $6,711,463.48 $6, 592,891 . 15 $118,572.33
Total Capital Gains and ( Losses) $118,572.33 STATEMENT 15 Hillman Family Foundations EIN: 25-6065959 • Form 990-PF Investments - Corporate Stock
Investments are carried on books at fair market value
Book Fair Market Description Value Value
21st Century Fox Class A 3,307,281 3,307,281 Dollar General 3,141,647 3,141,647 FleetCor 3,866,961 3,866,961 Priceline.com Incorporated 4,274,145 4,274,145 Rolls Royce 2,488,526 2,488,526 Unilever NV 3,065,003 3,065,003 Visa Inc. 381,896 381,896 Alliance Data Systems Corp. 210,344 210,344 Copart Inc. 54,975 54,975 Credit Acceptance Corp. 441,966 441,966 DirectTV Group, Inc. 172,650 172,650 Getty Realty Corp. 128,590 128,590 Hexcel Corp. 89,380 89,380 Life Time Fitness 74,025 74,025 Medifast Inc. 130,650 130,650 McDermott International Inc. 45,800 45,800 Mobile Mini, Inc. 61,770 61,770 Monmouth Real Estate Investment Corp. 54,540 54,540 MoSys, Inc 71,760 71,760 Myraid Genetics Inc. 115,390 115,390 NeuStar, Inc. 199,440 199,440 Omnicare Inc. 241,440 241,440 Oxford Lane Capital Corp 52,020 52,020 Pioneer Natural Resources Co 184,070 184,070 Polypore International Inc 19,450 19,450 Rentrak Corporation 151,560 151,560 Strad Energy Services Ltd. 60,027 60,027 support.com, Inc. 75,800 75,800 Systemax Inc. 78,750 78,750 Vistaprint N.V. 341,100 341,100 World Acceptance Corporation 262,590 262,590 Aiviv Ventures Inc. (Pernod Ricard SA) 270,545 270,545 Altria Group Inc. 144,922 144,922 Anheuser Busch Companies Inc. 258,166 258,166
STATEMENT 16 Hillman Family Foundations EIN: 25-6065959 Form 990-PF Investments - Corporate Stock
investments are carried on books at fair market value
Book Fair Market Description Value Value
Berkshire Hathaway Inc. 557,292 557,292 British American TOB 144,531 144,531 Brown Forman Corp. 127,253 127,253 CIE Financiere Richemont 343,185 343,185 Comcast Corp. New Special CL A 114,724 114,724 Diageo PLC 136,120 136,120 Heineken Holding NV 331,708 331,708 Martin Marietta Materials Inc. 84,949 84,949 Mastercard Incorporated 388,489 388,489 Nestle SA 533,528 533,528 Philip Morris International Inc. 468,324 468,324 Sabmiller PLC 301,155 301,155 Scripps Networks Interactive Inc. 58,327 58,327 Unilever NV 224,886 224,886 Wells Fargo & Co. 317,800 317,800
Total to Form 990-PF, Part II, Line 10b $ 28,649,450 $ 28,649,450
STATEMENT 16 Hillman Family Foundations EIN: 25-6065959 Form 990-PF Other Investments
Investments are carried on books at fair market value
Book Fair Market Description Value Value
Private Equity Abry Senior Equity III 4,375,477 4,375,477 Abry Senior Equity IV 1,390,156 1,390,156 Adams Capital III 1,665,944 1,665,944 Andreessen Horowitz Fund III 1,211,297 1,211,297 Andreessen Horowitz Parallel Fund III 162,001 162,001 Axiom Asia Private Capital Fund III 1,293,078 1,293,078 Baker Communications II 7,240,050 7,240,050 Birch mere Ventures II 1,017 1,017 Capital Z Financial Services li 367,403 367,403 Clarity Partners 1,635,908 1,635,908 Dover Street VII 8,927,953 8,927,953 Dover Street VII AIV 2 2,415,251 2,415,251 FCP Investors V 79,973 79,973 FCP Investors VI 1,037,127 1,037,127 Stepstone International Investors III 3,078,563 3,078,563 Lexington Capital V 1,825,249 1,825,249 Lexington Capital VI 8,712,380 8,712,380 Lexington Capital VII 6,018,415 6,018,415 Media/Communications V 417,820 417,820 PNC Mezzanine Partners III 2,311,708 2,311,708 TCV III 53,783 53,783 TCV IV 17,841 17,841 TCV V 789,806 789,806 TCV VII (A) 4,762,033 4,762,033 Teem Photonics 7,281 7,281 Vintage Venture Partners VI 227,415 227,415 Total Private Equity 60,024,929 60,024,929
Real Assets BlackGold Opportunity Fund LP 9,615,590 9,615,590 Energy Spectrum Partners VI 2,066,230 2,066,230 Hancock Timberland IX 1,347,143 1,347,143 Hancock Timberland VII 4,379,246 4,379,246 HV V Invest Lima 2 AS (Core Energy) 3,646,344 3,646,344 JBG Investment Fund VII 5,293,079 5,293,079 Landmark Real Estate Partners VI 6,680,282 6,680,282 Map 2006 3,496,227 3,496,227
STATEMENT 17 Hillman Family Foundations EIN: 25-6065959 • Form 990-PF Other Investments
Investments are carried on books at fair market value
C
Book Fair Market Description Value Value
Metropolitan Real Estate Global 4,483,409 4,483,409 Resource Capital Fund VI 157,374 157,374 SCF V 4,654,020 4,654,020 SCF VI 1,641,176 1,641,176 SCF VII 4,442,916 4,442,916 SCF VIII 679,078 679,078 Yorktown Energy IX 4,327,522 4,327,522 Total Real Assets 56,909, 636 56,909,636
Fixed Income ABRYAdvanced Securities I 1,544,539 1,544,539 ABRY Advanced Securities II 9,354,652 9,354,652 AnaCap Credit Opportunities II 3,385,781 3,385,781 Drug Royalty II 3,647,639 3,647,639 Drug Royalty III 15,241 15,241 Drug Royalty Investment Trust 2,953,807 2,953,807 Federated 53,015,047 53,015,047 Garrison Opportunity Fund II C 6, 308,961 6,308,961 Garrison Opportunity Fund III B 7,650,402 7,650,402 Harbert Power Fund III, LLC (debt) 5,154,722 5,154,722 OHA Newbury Partners 3,359,739 3,359,739 OrbiMed Royalty Opportunities Fund 7,595,220 7,595,220 Total Fixed Income 103,985,750 103,985,750
Developed Equities Cedar Rock Capital Partners, LLC 15,987,300 15,987,300 Lone Cascade 17,235,067 17,235,067 Semper Vic Partners 11,210,786 11,210,786 Tiger Global Long Opportunities 4,878,985 4,878,985 Viking Long Fund III 20,404,956 20,404,956 Total Developed Equity 69,717,094 69,717,094
Emerging Equities Gaoling Feeder Ltd (Hill House) 7,348,131 7,348,131 M Square Brazil Value Long Only Fund 2,857,364 2,857,364 Matthews Asia Dividend Fund 9,784,542 9,784,542
STATEMENT 17 Hillman Family Foundations EIN: 25-6065959 Form 990-PF Other Investments
Investments are carried on books at fair market value
Book Fair Market Description Value Value
Matthews Pacific Tiger Fund 9,121,540 9,121,540 Total Emerging Equities 29,111,577 29,111,577
Hedge Funds Caduceus Capital 11,420,524 11,420,524 Harvest Offshore 5,744,711 5,744,711 King Street Capital 522,361 522,361 Kylin Offshore Fund 186,144 186,144 Lenado Offshore 364,291 364,291 Nokota Capital Offshore Fund 7,018,905 7,018,905 Pershing Square International 7,679,366 7,679,366 Samlyn Offshore 291,879 291,879 Viking Global Equities III 6,982,609 6,982,609 Total Hedge Funds 40,210,790 40,210,790
Total to Form 990-PF, Part II, Line 13 $ 359,959,776 $ 359,959,776
STATEMENT 17 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Audrey Hillman Fisher Foundation
Allegheny Valley School Unrestricted PC $5,000 1996 Ewings Mill Road Coraopolis, PA 15108-3380
Camp Hale, Friends of Toward operating funds PC $2,500 c/o United South End Settlements 566 Columbus Avenue Boston, MA 02118
Carnegie Institute/The Museum of Art Toward the Robert Burns dinner PC $2,500 4400 Forbes Avenue event Pittsburgh, PA 15213
Carnegie Institute/The Museum of Art Toward the Fellows program PC $1,250 4400 Forbes Avenue Pittsburgh, PA 15213
The Children's Home of Pittsburgh Toward 2013 "Shake Your PC $1,000 5324 Penn Avenue Booties" event Pittsburgh, PA 15224
The Children's Institute Toward Prader-Willi Syndrome PC $5,000 1405 Shady Avenue program Pittsburgh, PA 15217
Christian Associates of Southwest Toward "Support for Veterans - PC $2,000 Pennsylvania After the Dust Settles" conference 204 37th Street, Suite 201 Pittsburgh, PA 15201
Circle Program Toward new pilot Teen Adventure PC $1,000 85 Main Street Program (TAP) P. 0. Box 815 Plymouth, NH 03264
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization!Address Purpose of Grant Tax Code Amount
Dress for Success Pittsburgh Toward programs PC $1,000 Warner Centre, 5th Floor 332 Fifth Avenue Pittsburgh, PA 15222
The Ellis School Toward the Ellis Fund PC $2,500 6425 Fifth Avenue Pittsburgh, PA 15206
Friends of Hopital Albert Schweitzer Toward 2013 Annual HArt & PC $1,000 Haiti Soul of Haiti gala 6740 Reynolds Street, Second Floor Pittsburgh, PA 15206
Our Clubhouse Unrestricted PC $1,000 2816 Smallman Street Pittsburgh, PA 15222
Our Clubhouse Toward the 9th Annual PC $2,500 2816 Smallman Street Conversation with Paul O'Neill Pittsburgh, PA 15222
Healthy Teen Network (HTN) Unrestricted PC $2,500 1501 St. Paul St., Suite 124 Baltimore, MD 21202
Holderness Historical Society Unrestricted PC $1,000 P. 0. Box 319 Holderness, NH 03245
Homeless Children 's Education Fund Unrestricted PC $2,500 2100 Smallman Street, 2nd Floor Pittsburgh, PA 15222
Hope Charities, Inc. Toward "Bridges to India - PC $500 2588 NW126th Avenue Riverdale 2013" Portland, OR 97229
Lakes Region Conservation Trust Unrestncted PC $1,000 PO Box 766 Center Harbor, NH 03226
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
The Leukemia and Lymphoma Society, Toward "Race to Anyplace" Team PC $500 Inc. UPMC Western Pennsylvania & West Virginia Chapter 333 East Carson Street, Suite 441 Pittsburgh, PA 15219
The Little Church Theater of Holderness Unrestricted PC $5,000 and Center for Creativity, Inc. 40 Route 113 P.O. Box 105 Holderness, New Hampshire 03245
Loon Preservation Committee Unrestricted PC $1,000 P.O. Box 604 Lee's Mills Road Moultonborough, NH 03254
Magee•Womens Research Institute and Unrestricted PC $2,500 Foundation 3339 Ward Street Pittsburgh, PA 15213
Manchester Craftsmen's Guild Unrestricted PC $5,000 1815 Metropolitan Street Pittsburgh, PA 15233
Negro Educational Emergency Drive Toward the 50th Annual NEED PC $1,000 (NEED) Benefit Event Warner Center 332 Fifth Avenue, First Floor Pittsburgh, PA 15222
Pittsburgh Ballet Theatre, Inc. Toward Pittsburgh Ballet Theatre PC $10,000 2900 Liberty Avenue school expansion Pittsburgh, PA 15201-1500
Pittsburgh Ballet Theatre, Inc. Toward "Pointe in Time" gala PC $5,000 2900 Liberty Avenue Pittsburgh, PA 15201-1500
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Pittsburgh Ballet Theatre, Inc. Toward annual Pointe in Time PC $8,000 2900 Liberty Avenue Ball Wine Gathering event Pittsburgh, PA 15201-1500
The Pittsburgh Cultural Trust Toward Annual Trustee PC $10,000 803 Liberty Avenue Campaign Pittsburgh, PA 15222-3703
The Pittsburgh Parks Conservancy Toward 2013 Annual Spring Hat PC $25,000 2000 Technology Drive, Suite #300 Luncheon Pittsburgh, PA 15219
Pittsburgh Public Theater Corporation The Public's production of PC $10,000 at The O'Reilly Theater "Clyboume Park " 621 Penn Avenue Pittsburgh, PA 15222
Pittsburgh Symphony, Inc. Toward operating needs for the PC $5,000 Heinz Hall for the Performing Arts 2012-2013 season. 600 Penn Avenue Pittsburgh, PA 15222
Planned Parenthood of Western Toward Capital Campaign - PC $5,000 Pennsylvania , Inc. Committed to Care 933 Liberty Avenue Pittsburgh, PA 15222
The Regents of the University of Toward UCSB Arts & Lectures PC $50,000 California Programs Arts & Lectures Building 402 Santa Barbara, CA 93106-5030
Santa Barbara Center for the Toward purchase of new digital PC $33,000 Performing Arts, Inc. cinema equipment for the 1216 State Street Granada Theater Suite 201 Santa Barbara, CA 93101
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Santa Barbara Cottage Hospital Unrestricted PC $1,000 Foundation P.O. Box 689 Santa Barbara, CA 93102
Santa Barbara Museum of Art Toward Supporting Arts PC $15,000 1130 State Street Integration in Santa Barbara Santa Barbara, CA 93101 Schools and the Annual Fund
Santa Barbara Museum of Art Toward the Ridley-Tree PC $5,000 1130 State Street Education Award benefit event in Santa Barbara, CA 93101 recognition of Lady Leslie Ridley-Tree and inaugural awardee, Nancy Schlosser
Shadyside Hospital Foundation Toward families partnering in PC $10,000 532 South Aiken Avenue, Suite 302 care program Pittsburgh, PA 15232-1521
Shadyside Hospital Foundation Toward the Annual Fund PC $5,000 532 South Aiken Avenue, Suite 302 Pittsburgh, PA 15232-1521
Spaulding Youth Center Foundation Toward construction of new PC $20,000 72 Spaulding Road school facility Northfield, NH 03276-4608
Squam Lakes Association Toward the renovation of the PC $10,000 PO Box 204 Coolidge-Webster Conservation Holdemess, NH 03245 Cottage
Squam Lakes Association Toward Annual Fund PC $2,500 PO Box 204 Holderness, NH 03245
Squam Lakes Natural Science Center Toward Capital Campaign PC $50,000 P.O. Box 173 Holderness, NH 03245
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
St. Thomas Episcopal Church Toward the "St. Thomas Bishop PC $10,000 c/o St. Thomas Bishop Robinson Robinson Discretionary Fund" Discretionary Fund 1772 Church Street NW Dupont Circle Washington, DC 20036
Storyteller Children's Center Toward Storyteller's 25th PC $2,500 2115 State Street Anniversary Santa Barbara, CA 93105
The BASIC Fund Unrestricted PC $1,000 268 Bush Street, No. 2717 San Francisco, CA 94104
University of Pittsburgh Cancer Institute Toward the Melanoma Center PC $1,000 UPMC Cancer Pavilion, Suite 500 5150 Centre Avenue Pittsburgh, PA 15232
University of Pittsburgh Cancer Institute Toward clinical and research PC $5,000 UPMC Cancer Pavilion, Suite 500 programs at Hillman Cancer 5150 Centre Avenue Center in memory of Georgianna Pittsburgh, PA 15232 Hillenbrand
University of Pittsburgh School of Toward providing one full-tuition PC $45,000 Medicine medical school scholarship for the Forbes Tower, Suite 8084 2013-2014 school year 3600 Forbes Avenue at Meyran Pittsburgh, PA 15213
Western Pennsylvania Humane Society Unrestricted PC $1,000 1101 Western Avenue Pittsburgh , PA 15233
Women's Center & Shelter of Greater Unrestricted PC $5,000 Pittsburgh P. 0. Box 9024 Pittsburgh, PA 15224
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Women's Center & Shelter of Greater Toward 40th Anniversary PC $20,000 Pittsburgh P. 0. Box 9024 Pittsburgh, PA 15224
Total Audrey Hillman Fisher Foundation $420,750 Dylan Todd Simonds Foundation
Animal Friends , Inc. Unrestricted PC $1,000 562 Camp Horne Road Pittsburgh, PA 15237
Carnegie Institute Unrestricted PC $1,000 4400 Forbes Avenue Pittsburgh, PA 15213-4080
Center for Environmental Health Toward support of the TSCA PC $2,500 2201 Broadway reform work Suite 302 Oakland, CA 94612-3023
Center for Environmental Health Unrestricted PC $2,500 2201 Broadway Suite 302 Oakland, CA 94612-3023
Children's Museum of Pittsburgh Unrestricted PC $1,250 10 Children's Way, Allegheny Center Pittsburgh, PA 15212
Ecotrust Unrestricted PC $2,000 721 NW 9th Avenue, Suite 200 Portland, OR 97209
President and Fellows of Middlebury Toward class of 1993 in PC $2,000 College recognition of 20th anniversary Old Chapel Building Middlebury, VT 05753
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
OrganizationiAddress Purpose of Grant Tax Code Amount
Mill Valley Library Foundation Toward general support PC $1,000 375 Throckmorton Avenue Mill Valley, CA 94941
Mill Valley Livearts Unrestricted PC $2,500 dba/142 Throckmorton Theatre PO Box 1058 Mill Valley, CA 94941
National Outdoor Leadership School Toward Annual Fund PC $1,000 (NOLS) 284 Lincoln Street Lander, WY 82520
Pennsylvania Environmental Council, Unrestricted PC $1,000 Inc. 22 Terminal Way Pittsburgh, PA 15219
The Pittsburgh Parks Conservancy Toward Mellon Square PC $8,300 2000 Technology Drive, Suite #300 reconstruction and renovation Pittsburgh, PA 15219 project for installation of interpretive panel in honor of the Park's designer John Ormsby Simonds
Pittsburgh Voyager Unrestricted PC $1,000 dba RiverQuest 1501 Reedsdale Street Suite 2001 Pittsburgh, PA 15233
The PittsburghlMuskoka Foundation Toward Foundation's PC $1,000 3 Mellon Bank Center, Room 3102 distnbutions to deserving 525 William Penn Place recipient agencies Pittsburgh, PA 15219
St. Edmund's Academy Toward Annual Fund PC $2,500 5705 Darlington Road Pittsburgh, PA 15217-1598
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
The San Francisco SPCA Unrestricted PC $1,000 201 Alabama Street San Francisco, CA 94103-4217
Save The Bay Unrestricted PC $2,500 350 Frank H. Ogawa Plaza Oakland, CA 94612-2006
The Sprout Fund Unrestricted PC $1,000 5423 Penn Avenue Pittsburgh, PA 15206
Tipping Point Community Unrestricted PC $1,250 220 Montgomery Street Suite 850 San Francisco, CA 94104
Yale University, School of Forestry and Toward Annual Fund - credit PC $1,500 Environmental Studies class of 2000 205 Prospect Street 2nd Floor New Haven, CT 06511-2167
Yale University, School of Forestry and Toward Annual Fund - credit PC $1,500 Environmental Studies class of 2000 205 Prospect Street 2nd Floor New Haven, CT 06511-2167
Yale University, School of Management Toward the Annual Fund - credit PC $1,500 135 Prospect Street class of 2000 P.O. Box 208200 New Haven, CT 06520-8200
Yale University, School of Management Toward Annual Fund - credit PC $1,500 135 Prospect Street class of 2000 P.O. Box 208200 New Haven, CT 06520-8200
Total Dylan Todd Simonds Foundation $42,300
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Elsie H. Hillman Foundation
Adagio Health , Inc. Toward Hot Pink Pittsburgh 2013 PC $1,500 960 Penn Avenue, Suite 600 benefit event Pittsburgh, PA 15222
Alzheimer's Disease Research Unrestricted PC $2,500 Foundation (dba Cure Alzheimer's Fund) 535 Smithfield Street, Suite 625 Pittsburgh, PA 15222
American Ireland Fund Toward 2013 Pittsburgh St. PC $2,500 1133 Prospect Road Patrick's Gala Pittsburgh, PA 15227
Amyotrophic Lateral Sclerosis Toward the annual "Anne Lewis PC $1,000 Association Humanitarian Award" benefit Western Pennsylvania Chapter event 416 Lincoln Avenue Pittsburgh, PA 15209-2670
Bach Choir of Pittsburgh Unrestricted PC $1,000 1108 South Braddock Avenue Suite A Pittsburgh, PA 15218
Bethlehem Haven of Pittsburgh Unrestricted PC $2,000 Fifth Avenue Commons 905 Watson Street Pittsburgh, PA 15219
Betty Ford Center Foundation Unrestricted PC $1,000 41990 Cook Street, Suite C-301 Palm Desert, CA 92211
Blind & Vision Rehabilitation Services of Unrestricted PC $1,000 Pittsburgh 1800 West Street Homestead, PA 15120
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Byerschool Foundation Unrestricted PC $1,000 1926 Arch Street Suite 3F Philadelphia, PA 19103
Calcutta Kids, Inc. Unrestricted PC $1,000 P.O. Box 465 Marlboro, VT 05344
Calvary Episcopal Church Toward Friends of Music PC $2,500 315 Shady Avenue Program Pittsburgh, PA 15206
Carlow University Toward "2013 Women of Spirit PC $5,000 3333 Fifth Avenue Institute" Pittsburgh, PA 15213
Carlow University Toward Carlow Fund match to PC $10,000 3333 Fifth Avenue Atkins family commitment Pittsburgh, PA 15213
Carlow University Toward Geibel Institute programs PC $5,000 3333 Fifth Avenue Pittsburgh, PA 15213
Carnegie Institute/The Museum of Art Toward the Decorative Arts & PC $500 4400 Forbes Avenue Design Forum Pittsburgh, PA 15213
Catholic Youth Association of Toward support for the Art PC $1,000 Pittsburgh , Inc. Rooney Award dinner in support 286 Main Street of senior citizens and chitdrens Pittsburgh, PA 15201-2899 programs at CYA.
Chatham Hall Toward Annual Fund PC $1,500 800 Chatham Hall Circle Chatham , VA 24531-3085
STATEMENT 18 Hillman Family Foundations ' Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Chatham University Toward Annual Fund PC $1,000 Woodland Road Pittsburgh, PA 15232
The Children's Festival Chorus , Inc. Toward program support PC $1,000 401 Wood Street Suite 810 Pittsburgh, PA 15222
The Children's Home of Pittsburgh Toward annual "Shake Your PC $1,000 5324 Penn Avenue Booties"event Pittsburgh, PA 15224
Circle of Tapawingo Unrestricted PC $1,000 5124 Holyrood Road Pittsburgh, PA 15213
Coro Center for Civic Leadership Toward programming and PC $2,500 33 Terminal Way, Suite 429A operating expenses for the New Pittsburgh, PA 15219 Pittsburgh Collaborative.
Coro Center for Civic Leadership Unrestricted PC $1,000 33 Terminal Way, Suite 429A Pittsburgh, PA 15219
Creative Nonfiction Foundation Toward general support PC $1,000 5501 Walnut Street, Suite 202 Pittsburgh, PA 15232
Dress for Success Pittsburgh Toward programs and operations PC $1,000 Warner Centre, 5th Floor 332 Fifth Avenue Pittsburgh, PA 15222
Duquesne University Toward the Wecht Institute PC $1,000 Cyril H. Wecht Institute of Forensic Science and Law 305 Hanley Hall 600 Forbes Avenue Pittsburgh, PA 15282
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
The Ellis School Toward the Ellis Fund PC $5,000 6425 Fifth Avenue Pittsburgh, PA 15206
Ethel Walker School Toward "The Walker's Fund" PC $7,500 Bushy Hill Road annual giving drive Simsbury, CT 06070
Exodus School Toward Annual Fund for East PC $1,500 309 East 103rd Street Harlem School New York, NY 10029
Extra Mile Education Foundation Toward Annual Fund PC $1,500 111 Boulevard of the Allies Pittsburgh, PA 15222-9461
Forbes Health Foundation Toward Annual Fund for Forbes PC $1,000 2570 Haymaker Road Hospice Monroeville, PA 15146
Freedom Institute, Inc. Toward 2013 annual Mona PC $2,000 515 Madison Avenue Mansell Award Gala New York, NY 10022
Friends of the Chapel of Four Chaplains, Unrestricted PC $1,000 Inc. 1201 Constitution Avenue The Navy Yard Building 649 Philadelphia, PA 19112-1307
From the Top Toward program support PC $1,000 295 Huntington Avenue, Suite 201 Boston, MA 02115
The Fund for the Advancement of Toward student scholarships PC $2,500 Minorities Through Education (FAME) 6031 Broad Street, Suite 200 Pittsburgh, PA 15206
STATEMENT 18 Hillman Family Foundations " Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Fund for the City of New YorklWomen's Toward Women's eNews PC $1,000 eNews information service 6 Barclay Street, 6th floor New York, NY 10007
Gateway Rehabilitation Center Unrestricted PC $1,500 Robinson Plaza Three, Suite 430 6600 Steubenville Pike Route 60 and Park Manor Drive Pittsburgh, PA 15205
Gay & Lesbian Community Center Inc Toward operations PC $1,000 210 Grant Street Pittsburgh, PA 15219
Our Clubhouse Unrestricted PC $1,000 2816 Smallman Street Pittsburgh, PA 15222
Girl Scouts Western Pennsylvania Toward Girl Scouts Western PC $2,500 30 Isabella Street, Suite 107 Pennsylvania Awards of Pittsburgh, PA 15212 Distinction Pittsburgh
Greater Pittsburgh Arts Council Unrestricted PC $1,000 810 Penn Avenue, Suite 200 Pittsburgh, PA 15222
Greater Pittsburgh Community Food Toward operating budget PC $2,500 Bank 1 North Linden Street Duquesne, PA 15110
Greater Pittsburgh Literacy Council Toward Literacy Programs PC $1,000 411 Seventh Avenue Suite 550 Pittsburgh, PA 15219
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Gwen's Girls Toward general operating support PC $5,000 711 West Commons Street Third Floor Pittsburgh, PA 15212
Gwen's Girls Toward Girls Coalition of PC $2,500 711 West Commons Street Southwestern Pennsylvania's Third Floor annual conference and general Pittsburgh, PA 15212 operations
Hazelden Foundation Unrestricted PC $1,000 15251 Pleasant Valley Road P.O. Box 11 Center City, MN 55012
Headlands Center for the Arts Unrestricted PC $3,000 944 Fort Barry Sausalito, CA 94965
Healthy Teen Network (HTN) Unrestricted PC $2,500 1501 St. Paul St., Suite 124 Baltimore, MD 21202
Hekima Place Toward education programs for PC $1,000 407 Morrison Drive orphaned girls Pittsburgh, PA 15216
Heritage Community Initiatives , Inc. Toward "Chair-ify" benefit event PC $3,000 820 Braddock Avenue Braddock, PA 15104
Hill House Association Toward Black Empowerment Jazz PC $3,000 1835 Centre Avenue Event for 2013 Pittsburgh, PA 15219
Hill House Association Toward programs PC $2,500 1835 Centre Avenue Pittsburgh, PA 15219
STATEMENT 18 - Hillman Family Foundations • Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Homeless Children's Education Fund Toward operating support PC $1,000 2100 Smallman Street, 2nd Floor Pittsburgh, PA 15222
The Interfaith Alliance Foundation Toward programs PC $10,000 1212 New York Avenue, NW Suite 1250 Washington, DC 20005-4706
The Interfaith Alliance Foundation Toward Annual Walter Cronkite PC $10,000 1212 New York Avenue, NW Faith & Freedom Award Gala Suite 1250 Washington, DC 20005-4706
The Interfaith Alliance Foundation Toward special contribution PC $25,000 1212 New York Avenue, NW Suite 1250 Washington, DC 20005-4706
Kiwanis Club of Squirrel Hill Toward Squirrel Hill Kiwanis PC $1,000 Foundation, Inc. Club college scholarship program 4207 Murray Avenue Pittsburgh, PA 15217
Ladies Hospital Aid Society Toward LHAS Enchanted Forest PC $1,000 UPMC Montefiore, Suite N709 3459 Fifth Avenue Pittsburgh, PA 15213-3241
LEAD Pittsburgh Unrestricted PC $3,000 625 Liberty Avenue Dominion Tower, Suite 3110 Pittsburgh, PA 15222
Leadership Pittsburgh, Inc. Toward general support PC $2,500 535 Smithfield Street, Suite 500 Pittsburgh, PA 15222
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
League of Women Voters of PA Toward Gun Safety in a Free EOF $3,000 dba/League of Women Voters of Greater Society: An Allegheny County Pittsburgh Conversation. Community Information Center 435 Seventh Avenue, Suite 350 Pittsburgh, PA 15219
The Leukemia and Lymphoma Society, Toward Patient Financial Aid PC $2,500 Inc. Program Western Pennsylvania & West Virginia Chapter 333 East Carson Street, Suite 441 Pittsburgh, PA 15219
Lydia's Place, Inc. Toward general operating support PC $5,000 700 Fifth Avenue 4th Floor Pittsburgh, PA 15219
Manchester Craftsmen 's Guild Unrestricted PC $3,000 1815 Metropolitan Street Pittsburgh , PA 15233
Marin Montessori School, Inc. Toward Annual Fund PC $1,000 5200 Paradise Drive Corte Madera , CA 94925-2107
The Mendelssohn Choir of Pittsburgh Toward MCP's Sustainability PC $2,500 Heinz Hall Project 600 Penn Avenue Pittsburgh, PA 15222
The Mentoring Partnership of Toward "Magic of Mentoring" PC $2,500 Southwestern Pennsylvania benefit event in honor of David One Hope Square Malone 1901 Centre Avenue Suite 103 Pittsburgh, PA 15219
STATEMENT 18 Hillman Family Foundations • Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Middlecreek Area Community Center Toward programs and operations PC $1,000 67 Elm Street Beaver Springs, PA 17812
Mountain Institute, Inc. Toward programs and operations PC $2,500 3000 Connecticut Avenue, NW Suite 101 Washington, DC 20008
The Mountain Playhouse, Inc. Toward productions and PC $4,000 P.O. Box 205 educational outreach programs Jennerstown, PA 15547-9901
Na'Amat USA Toward Spiritual Adoption PC $500 Pittsburgh Council Scholarship Campaign 6328 Forbes Avenue Pittsburgh, PA 15217-1785
National Ability Center Unrestricted PC $1,000 P.O. Box 682799 Park City, UT 84068-2799
National Center for Juvenile Justice Toward support of legal scholars PC $1,000 3700 South Water Street through The Cohill Award Suite 200 Pittsburgh, PA 15203
National Disaster Search Dog Foundation Unrestricted PC $1,000 501 East Ojai Avenue Ojai, CA 93023
National Multiple Sclerosis Society Toward sponsorship of "Lou's PC $1,000 Allegheny District Chapter Crew" in support of MS research 1501 Reedsdale Street, Suite 105 Pittsburgh, PA 15233
The Neighborhood Academy Unrestricted PC $1,000 709 North Aiken Pittsburgh, PA 15206
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
organizationlAddress Purpose of Grant Tax Code Amount
Next Generation Choices Foundation Toward "Less Cancer" campaign PC $5,000 1247 Washington Road Rye, NH 03870
Parkinson Foundation of Western Unrestricted PC $1,500 Pennsylvania 3468 Babcock Boulevard Pittsburgh, PA 15237
Pennsylvania Breast Cancer Coalition Toward the state-wide breast PC $3,000 344 N. Reading Road conference in Pennsylvania Ephrata, PA 17522
Pennsylvania Coalition Against Rape Toward annual gala to benefit PC $1,500 125 North Enola Drive victims of child sexual abuse Enola, PA 17025
Pennsylvania Organization for Women in Unrestricted PC $1,500 Early Recovery (POWER) 7501 Penn Avenue Pittsburgh, PA 15208
Persad Center, Inc. Toward the "Exploration of Self" PC $1,000 5150 Penn Avenue conference Pittsburgh, PA 15224-1627
Philadelphia University Toward The Arlen Specter Center PC $25,000 4201 Henry Avenue for Political Science and Philadelphia, PA 19144 International Relations
Philadelphia University Toward The Arlen Specter Center PC $25,000 4201 Henry Avenue for Political Science and Philadelphia, PA 19144 International Relations
Phipps Conservatory and Botanical Toward "Wines Under Glass" PC $2,500 Gardens benefit event One Schenley Park Pittsburgh , PA 15213-3830
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Pittsburgh Aids Task Force, Inc. Unrestricted PC $2,500 5913 Penn Avenue Pittsburgh, PA 15206
Pittsburgh Ballet Theatre, Inc. Toward program support PC $1,000 2900 Liberty Avenue Pittsburgh, PA 15201-1500
Pittsburgh Concert Chorale Toward 2013-14 concert season PC $1,000 9800 McKnight Road Suite 210-B Pittsburgh, PA 15237-6005
The Pittsburgh Cultural Trust Unrestricted PC $2,500 803 Liberty Avenue Pittsburgh, PA 15222-3703
Pittsburgh Entertainment Project Toward general support PC $2,500 dba/Steeltown Entertainment 2100 Wharton Street, Suite 708 Pittsburgh, PA 15203
Pittsburgh Filmmakers , Inc. Toward Annual Appeal PC $1,500 477 Melwood Avenue Pittsburgh, PA 15213-1135
Pittsburgh Opera Theater, Inc. Toward Young Artist Training PC $1,500 286 Main Street Program Stephen Foster Center, 3rd Floor Pittsburgh, PA 15201
The Pittsburgh Parks Conservancy Unrestricted PC $1,000 2000 Technology Drive, Suite #300 Pittsburgh, PA 15219
Pittsburgh Social Venture Partners Toward "Fast Pitch" event PC $3,000 201 South Highland Avenue Suite 204 Pittsburgh, PA 15206
STATEMENT 18 Hillman Family Foundations • Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Pittsburgh Symphony, Inc. Toward the sustaining fund PC $40,000 Heinz Hall for the Performing Arts 600 Penn Avenue Pittsburgh, PA 15222
The PittsburghlMuskoka Foundation Toward Foundation's PC $1,500 3 Mellon Bank Center, Room 3102 distnbutions to deserving 525 William Penn Place recipient agencies Pittsburgh, PA 15219
Planned Parenthood of Western Toward annual support PC $2,500 Pennsylvania, Inc. 933 Liberty Avenue Pittsburgh, PA 15222
POISE Foundation Toward youth sports and PC $25,000 Two Gateway Center, Suite 1700 character-building program fund 603 Stanwix Street in recognition of Duane Ashley Pittsburgh, PA 15222 and his service to the City of Pittsburgh
Quantum Theatre, Inc. Toward the Creators' Circle Fund PC $2,500 218 N. Highland Ave, SW Pittsburgh , PA 15206
Rider University Toward Trustee Annual Fund PC $10,000 2083 Lawrenceville Road Lawrenceville, NJ 08648-3099
River City Brass Band Toward the annual Gala, "The PC $1,000 500 Grant St., Suite 2720 Black Cat Bash" Pittsburgh, PA 15219
Riverview Childrens Center Toward capital upgrades and PC $18,000 655 Sylvan Way repairs Verona, PA 15147
STATEMENT 18 Hillman Family Foundations ' Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Rutgers University Foundation Toward "Founders Circle" PC $2,500 Center for American Women and Politics 191 Ryders Lane New Brunswick, NJ 08901-0000
St. Barnabas Charities , Inc. Toward Annual Fund PC $1,000 5850 Meridian Road Gibsonia, PA 15044
Saint Vincent College Toward Fred M. Rogers Center PC $1,000 300 Fraser Purchase Road for Early Learning Latrobe, PA 15650-2690
Sewickley Heights History Center Toward operating support PC $2,500 1901 GLen Mitchell Road Sewickley, PA 15143
Shadyside Hospital Foundation Unrestricted PC $2,500 532 South Aiken Avenue, Suite 302 Pittsburgh, PA 15232-1521
Southern Alleghenies Museum of Art Toward Ligonier Valley Museum PC $1,000 P. 0. Box 9 gardens Loretto, PA 15940
Speare Memorial Hospital Unrestricted PC $1,000 16 Hospital Road Plymouth, NH 03264
The Sprout Fund Toward general support PC $2,500 5423 Penn Avenue Pittsburgh, PA 15206
Strong Women, Strong Girls, Inc. Toward after school program PC $1,000 1901 Centre Avenue, Suite 103 Pittsburgh, PA 15219
Sustainable Pittsburgh Unrestricted PC $1,000 307 Fourth Avenue, Suite 1500 Pittsburgh, PA 15222
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
OrganizationlAddress Purpose of Grant Tax Code Amount
Tanzanian Children's Fund, Inc. Toward school fund PC $1,500 2 Atlantic Avenue 4th Floor Boston, MA 02110
Union for Reform Judaism Toward Biblical Botanical garden PC $1,000 4905 Fifth Avenue Pittsburgh, PA 15213
University of Pittsburgh at Johnstown Toward the John P. Murtha PC $0 252 Blackington Hall Center for Public Policy 450 Schoolhouse Road Johnstown, PA 15904-2990
University of Pittsburgh Men's Glee Cl ub Unrestricted PC $1,000 4024 O'Hara Street 213 O'Hara Student Center Pittsburgh, PA 15260
University of Pittsburgh School of Toward Annual Cameos of Caring PC $1,000 Nursing Awards Gala 218 Victoria Building 3500 Victoria Street Pittsburgh, PA 15261
Urban Innovation21 Toward One Young World PC $6,400 1901 Centre Avenue, Suite 300 conference Pittsburgh, PA 15219
Urban League of Greater Pittsburgh, Unrestricted PC $2,500 Inc. 610 Wood Street First Floor Pittsburgh, PA 15222
Ursuline Senior Services Toward the Good Grief Center for PC $2,500 2717 Murray Avenue Bereavement Support Pittsburgh, PA 15217
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Westminster College Toward Annual Fund PC $3,000 319 South Market Street New Wilmington, PA 16172-0001
Women and Girls Foundation of Unrestricted PC $5,000 Southwest Pennsylvania 100 West Station Square Drive, Suite 315 Pittsburgh, PA 15219
Women's Center & Shelter of Greater Unrestricted PC $1,500 Pittsburgh P. 0. Box 9024 Pittsburgh, PA 15224
Women's Law Project Toward women's rights education PC $2,500 Western Pennsylvania Office and advocacy programs The Arrott Building 401 Wood Street, Suite 1020 Pittsburgh, PA 15222
World Affairs Council of Pittsburgh Toward Global Travel PC $15,000 2640 BNY Mellon Center Scholarship Program 500 Grant Street Pittsburgh, PA 15219
WQED Multimedia Unrestricted PC $5,000 4802 Fifth Avenue Pittsburgh, PA 15213
Zonta Club of Pittsburgh Foundation Toward Amelia Earhart PC $1,000 2002 Bandek Lane Scholarships Pawrence, PA 15055
Total Elsie H. Hillman Foundation $442,400
Henry John Simonds Foundation
Carnegie InstitutelThe Museum of Art Toward Carnegie International PC $2,500 4400 Forbes Avenue Pittsburgh, PA 15213
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Chatham University Toward Breakthrough Campaign PC $20,000 Woodland Road for construction at Eden Hall Pittsburgh, PA 15232 campus and Annual Fund
The Ellis School Toward the Ellis Fund - PC $2,500 6425 Fifth Avenue recognizing Colleen Simonds - Pittsburgh, PA 15206 Class of 1995
Greater Pittsburgh Office of Promotion Toward general operating funds PC $6,000 dba/Pittsburgh Film Office The Century Building 130 7th Street, Suite 202 Pittsburgh, PA 15222
President and Fellows of Middlebury Toward support of 2013 Art PC $1,000 College Council project, "Pentecost" Old Chapel Building Middlebury, VT 05753
Pittsburgh Filmmakers, Inc. Toward film project, "Immaculate PC $1,500 477 Melwood Avenue Reception" by Charlotte Glynn Pittsburgh, PA 15213-1135
Pittsburgh Filmmakers, Inc. Unrestricted PC $1,000 477 Melwood Avenue Pittsburgh, PA 15213-1135
The Pittsburgh Parks Conservancy Toward Mellon Square PC $8,300 2000 Technology Drive, Suite #300 reconstruction and renovation Pittsburgh, PA 15219 project for installation of interpretive panel in honor of the Park's designer John Ormsby Simonds
Quantum Theatre, Inc. Unrestricted PC $1,000 218 N. Highland Ave., SW Pittsburgh, PA 15206
STATEMENT 18 Hillman Family Foundations • Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
St. Edmund's Academy Toward Annual Fund PC $500 5705 Darlington Road Pittsburgh, PA 15217-1598
Silver Eye Center for Photography Unrestricted PC $1,000 1015 East Carson Street Pittsburgh, PA 15203-1109
The Taft School Toward Second Century PC $10,000 110 Woodbury Road Campaign Watertown, CT 06795
Total Henry John Simonds Foundation $55,300
Henry L. Hillman Foundation
ACHIEVA Toward waiting list reduction PC $750,000 711 Bingham Street initiative Pittsburgh , PA 15203
Bike Pittsburgh, Inc. Toward Bike Share Pittsburgh PC $220,000 188 43rd Street #1 start-up Pittsburgh, PA 15201
Calvary Episcopal Church Toward 2013 Every Member PC $40,000 315 Shady Avenue Canvas Pittsburgh, PA 15206
Canterbury Place Unrestricted PC $1,000 310 Fisk Street Pittsburgh, PA 15201
Carnegie Institute Toward Trustee Annual Fund PC $10,000 4400 Forbes Avenue Pittsburgh, PA 15213-4080
Carnegie Institute/Museum of Natural Toward Powdermill Nature PC $1,000 History Reserve 4400 Forbes Avenue Pittsburgh, PA 15213-4080
STATEMENT 18 Hillman Family Foundations • Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Carnegie InstitutelThe Museum of Art Toward Hillman Photography PC $175,000 4400 Forbes Avenue Initiative Pittsburgh, PA 15213
Carnegie Library of Pittsburgh Toward Trustee Annual Fund PC $1,000 4400 Forbes Avenue Pittsburgh, PA 15213-4080
Carnegie Mellon University Toward Friends of Music Society PC $1,000 5000 Forbes Avenue Pittsburgh, PA 15213
Carnegie Mellon University Toward Annual Fund PC $2,000 5000 Forbes Avenue Pittsburgh, PA 15213
Carnegie Mellon University Toward W L. Mellon Founders PC $2,000 5000 Forbes Avenue Society Pittsburgh, PA 15213
The Children's Home of Pittsburgh Unrestricted PC $1,000 5324 Penn Avenue Pittsburgh, PA 15224
Children's Hospital of Pittsburgh Unrestricted PC $5,000 Foundation One Children's Hospital Drive Central Plant, Floor 3 4401 Penn Avenue Pittsburgh, PA 15224
The Children's Institute Unrestricted PC $1,000 1405 Shady Avenue Pittsburgh, PA 15217
Children's Museum of Pittsburgh Unsolicited PC $1,000 10 Children's Way, Allegheny Center Pittsburgh, PA 15212
STATEMENT18 - Hillman Family Foundations ' Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Cleveland Clinic Foundation Unrestricted PC $1,000 9500 Euclid Avenue/dv2 Cleveland, OH 44195
Colgate University Toward Annual Fund PC $1,000 13 Oak Drive Hamilton, NY 13346-1398
Episcopal Church Foundation Unrestricted PC $1,000 815 Second Avenue Room 400 New York, NY 10017-4564
Freedom Institute, Inc. Unrestricted PC $1,000 515 Madison Avenue New York, NY 10022
The Frick Art & Historical Center Unrestricted PC $1,000 7227 Reynolds Street Pittsburgh, PA 15208-2923
Greater Pittsburgh Community Food Toward creation of the Pittsburgh PC $300,000 Bank Community Kitchen 1 North Linden Street Duquesne, PA 15110
Growth Through Energy & Community Toward "Scaling Community PC $575,000 Health , Inc. Innovation: Engage, Investigate, 6587 Hamilton Avenue Act, Connect, Share" Pittsburgh, PA 15206
President and Fellows of Harvard Toward Annual Fund PC $1,000 College Teele Hall, Room 417 Soldiers Field Boston , MA 02163
Health Effects Institute Toward developing a strategic PC $200,000 101 Federal Street, Suite 500 agenda for Appalachian oil and Boston , MA 02110 gas research
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Historical Society of Western Unrestricted PC $1,000 Pennsylvania 1212 Smallman Street Pittsburgh, PA 15222-4200
Homewood Cemetery Historical Fund Unrestricted PC $1,000 1599 South Dallas Avenue Pittsburgh, PA 15217-1499
Innovation Works Toward AlphaLab Hardware PC $750,000 2000 Technology Drive, Suite 250 Pittsburgh, PA 15219-3109
Jeremiah 's Place - Pittsburgh Relief Toward the creation of PC $200,000 Nursery Pittsburgh's first crisis nursery 6435 Frankstown Avenue serving families in emergencies Pittsburgh, PA 15206
Kiva Microfunds Toward launch of Kiva Pittsburgh PC $100,000 875 Howard Street, Suite 340 - crowd sourced microfinance San Francisco, CA 94103 support for small business owners
Loyalhanna Watershed Association Toward general operating support PC $1,000 110 Andi Lane Ligonier, PA 15658
Lyford Cay Foundation , Inc. Unrestricted PC $5,000 P. 0. Box N-7776 Nassau, BA
Magee-Womens Research Institute and Unrestricted PC $1,000 Foundation 3339 Ward Street Pittsburgh, PA 15213
The Masters School , Inc. Toward Annual Fund PC $1,000 49 Clinton Avenue Dobbs Ferry, NY 10522
STATEMENT 18 - Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organizatio n/Address Purpose of Grant Tax Code Amount
Memorial Sloan-Kettering Cancer Toward Annual Appeal PC $1,000 Center 1275 York Avenue New York, NY 10065
Mount Vernon Ladies' Association Unrestricted PC $1,000 P.O. Box 110 Mount Vernon, VA 22121
Nine Mile Run Watershed Association Toward the Storm Works social PC $200,000 Inc enterprise 702 S. Trenton Ave. Pittsburgh, PA 15221
Pennsylvania Association for Sustainable Toward "The Real Deal: PC $175,000 Agriculture Enhancing the Integrity of the P.O. Box 116 Local Food System" Bakerstown, PA 15007
The Pennsylvania State University Toward the Pittsburgh Food PC $365,000 110 Technology Center Buidling Policy Council Work Plan University Park, PA 16802-7000
Philadelphia University Toward The Arlen Specter Center PC $25,000 4201 Henry Avenue for Political Science and Philadelphia, PA 19144 International Relations
Phipps Conservatory and Botanical Toward Annual Fund PC $1,000 Gardens One Schenley Park Pittsburgh, PA 15213-3830
The Pittsburgh Cultural Trust Toward Three Rivers Arts PC $2,500 803 Liberty Avenue Festival Pittsburgh, PA 15222-3703
The Pittsburgh Cultural Trust Unrestricted PC $5,000 803 Liberty Avenue Pittsburgh, PA 15222-3703
STATEMENT 18 - Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Pittsburgh Entertainment Project Toward film industry economic PC $250,000 dba/Steeltown Entertainment development initiatives in 2100 Wharton Street, Suite 708 Pittsburgh and southwestem Pittsburgh, PA 15203 Pennsylvania
Pittsburgh Filmmakers , Inc. Unrestricted PC $1,000 477 Melwood Avenue Pittsburgh, PA 15213-1135
The Pittsburgh Foundation Toward support for East Liberty PC $500,000 Five PPG Place, Suite 250 Transit Revitalization Investment Pittsburgh, PA 15222-5414 District Project.
The Pittsburgh Parks Conservancy Unrestricted PC $1,000 2000 Technology Drive, Suite #300 Pittsburgh, PA 15219
Pittsburgh Theological Seminary Unrestricted PC $1,000 616 N. Highland Avenue Pittsburgh, PA 15206
The Pittsburgh/Muskoka Foundation Toward Foundation's PC $1,000 3 Mellon Bank Center, Room 3102 distributions to deserving 525 William Penn Place recipient agencies Pittsburgh, PA 15219
Pressley Ridge Foundation Unrestricted PC $1,000 5500 Corporate Drive, Suite 400 Pittsburgh, PA 15237
Rider University Toward construction of new PC $1,800,000 2083 Lawrenceville Road academic and performance Lawrenceville, NJ 08648-3099 building on the Westminster Choir College campus
St. Edmund's Academy Toward Annual Fund PC $3,000 5705 Darlington Road Pittsburgh, PA 15217-1598
STATEMENT 18 " Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Shady Side Academy Toward Performing Arts Series at PC $35,000 423 Fox Chapel Road the Hillman Center for Pittsburgh, PA 15238 Performing Arts
Shadyside Hospital Foundation Toward annual fund and Adler PC $20,000 532 South Aiken Avenue, Suite 302 Cardiopulmonary Rehabilitation Pittsburgh, PA 15232-1521 and Wellness Center
Southern Alleghenies Museum of Art Toward exhibition and education PC $1,000 P. 0. Box 9 programs Loretto, PA 15940
The Sprout Fund Toward improving educational PC $700,000 5423 Penn Avenue pathways through digital badging Pittsburgh, PA 15206
The Taft School Toward Second Century PC $500,000 110 Woodbury Road Campaign Watertown, CT 06795
United Way of Westmoreland County Toward Mothers Making More PC $150,000 1011 Old Salem Road, Suite 101 (M3) Greensburg, PA 15601-1094
University of Pittsburgh Cancer Institute Toward support of Hillman PC $1,000,000 UPMC Cancer Pavilion, Suite 500 Fellows in Innovative Cancer 5150 Centre Avenue Research program Pittsburgh, PA 15232
University of Pittsburgh Cancer Institute Unrestricted PC $5,000 UPMC Cancer Pavilion, Suite 500 5150 Centre Avenue Pittsburgh, PA 15232
University Of Pittsburgh Office of Child Toward Ready Freddy-transition PC $300,000 Development to Kindergarten program 400 N. Lexington Street Pittsburgh, PA 15208
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Valley School of Ligonier Toward Annual Fund PC $1,000 Box 616 Ligonier, PA 15658
Western Pennsylvania Conservancy Unrestricted PC $1,000 800 Waterfront Drive, FI 2 Pittsburgh, PA 15222
Western Pennsylvania School for Blind Unrestricted PC $1,000 Children 201 North Bellefield Avenue Pittsburgh, PA 15213-1499
Westmoreland Museum of American Art Unrestricted PC $1,000 221 North Main Street Greensburg, PA 15601-1898
Total Henry L. Hillman Foundation $9,400,500 Henry Lea Hillman . Jr. Foundation
BodyVox, Inc. Toward the Dance Center PC $10,000 1201 NW 17 Avenue Theatrical Lighting project Portland, OR 97209
Bradley Angle House Toward programs for survivors of PC $10,000 4548 N. Albina Avenue, Suite 101 domestic violence Portland, OR 97217
Casa For Children , Inc. Toward Child Advocacy Growth PC $19,250 1401 N.E. 68th Project Portland, OR 97213
Children's Healing Art Project, Inc. Toward expansion of CHAP's PC $7,500 25 NW 23rd Place, Suite 6, Box 155 printmaking studio Portland, OR 97210
Coastal Communities Cultural Center Toward commercial kitchen PC $5,000 540 NE Hwy 101 project Lincoln City, OR 97367
STATEMENT18 - Hillman Family Foundations - Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Dallas Retirement Foundation Toward multipurpose expansion PC $5,000 377 N.W. Jasper Street project Dallas, OR 97338-1279
Dental Foundation of Oregon Toward the Tooth Taxi Free PC $10,000 PO Box 2448 Dental Van Wilsonville, OR 97070-2448
Disjecta Contemporary Art Center Inc Toward upgrading equipment PC $5,000 8371 N Interstate Ave used to support visual and Portland, OR 97217 performing arts programs
Egyptian Theatre Preservation Toward Theatre Renovation and PC $5,000 Association Restoration Project 255 North Broadway Coos Bay, OR 97420
Healthy Teen Network (HTN) Unrestricted PC $2,000 1501 St. Paul St., Suite 124 Baltimore, MD 21202
Jackson Street Youth Shelter, Inc. Toward Outreach Capacity PC $5,000 PO Box 285 Project Corvallis, OR 97339-0285
Lakewood Theatre Company Toward Lakewood Center for the PC $5,000 dba/Lakewood Center for the Arts Arts - Phase I Master Building 368 S. State Street Plan Lake Oswego, OR 97034
Meals on Wheels People Toward Healthy Meals for PC $5,000 7710 SW 31st Avenue Homebound Seniors Portland, OR 97280-0477
Northwest Film Center Toward upgrade of digital editing PC $20,000 Portland Art Museum services 1219 SW Park Avenue Portland, OR 97205
STATEMENT 18 • Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Open Meadow Alternative Schools, Inc. Toward Middle and High School PC $10,000 7621 North Wabash Avenue Programs Portland, OR 97217-6031
Operation Nightwatch - Portland Toward Extend the Light PC $5,000 1432 SW 13th Avenue Campaign Portland, OR 97201
Oregon Ballet Theatre Unrestricted PC $20,000 818 SE Sixth Avenue Portland, OR 97214-2329
Oregon Coast Council for the Arts Toward Entertain the Future: A PC $5,000 (OCCA) Capital Campaign to Enhance P.O. Box 1315 and Expand the Newport Newport, OR 97365 Performing Arts Center
Oregon Health and Science University Toward advancing the PC $75,000 Foundation development of new stem cell 3181 S.W. Sam Jackson Park Road treatments Suite 200 Portland, OR 97239-3098
Oregon Health and Science University Toward Doernbecher Pediatric PC $50,000 Foundation Nephrology Fellowship program 3181 S.W. Sam Jackson Park Road in perpetuity Suite 200 Portland, OR 97239-3098
Oregon Rail Heritage Foundation Toward the Rail and Industrial PC $5,000 (ORHF ) Heritage Museum 2250 SE Water Ave Portland, OR 97242
Our House of Portland , Inc. Toward health care for PC $5,000 2727 SE Alder Street low-income individuals with Portland, OR 97214-3015 HIV/AIDS in Portland, Oregon.
STATEMENT 18 - Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Pearl Buck Center Inc Toward the Preschool Program PC $10,000 3690 W. 1st Ave. for Families with Special Needs Eugene, OR 97402
Planned Parenthood of the Columbia Toward health educational PC $5,000 Willamette programs 3727 NE Martin Luther King Jr. Blvd. Portland, OR 97212
Portland Children's Museum Toward support of the Museum PC $10,000 4015 S.W. Canyon Road Center for Learning Portland, OR 97221
Portland Impact, Inc. Toward Impact NW's Community PC $10,000 dba/Impact Northwest Schools P.O. Box 33530 Portland, OR 97292-3530
Portland Opportunities Industrialization Toward Rosemary Anderson High PC $5,000 Center, Inc. School After-School Programs 717 N. Killingsworth Ct. Portland, OR 97217-2335
Providence St. Vincent Medical Toward Providence School PC $18,300 Foundation Outreach programs 9205 S.W. Barnes Road Portland, OR 97225
Quadriplegics United Against Toward Shared Attendant Care PC $10,000 Dependency, Inc. for Severely Disabled Adults 5100 SW Macadam Avenue Suite 130 Portland, OR 97239
Riverdale School Foundation Unrestncted PC $25,000 P.O. Box 69015 Portland, OR 97239
STATEMENT 18 ' Hillman Family Foundations ' Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Rockwest Training Company, Inc. Toward Technology Upgrade PC $10,000 4646 Ridge Drive NE Project Salem, OR 97301
Safe Harbor Foundation Toward community programs for PC -$2,189 408 SE 66th Court the poor, suffering and Hillsboro, OR 97123 disadvantaged in Washington County Society Of St Vincent De Paul Portla nd Toward the Mobile Kitchen PC $10,000 Council 5120 SE Milwaukie Ave Portland, OR 97202
Store to Door Toward nutrition and social PC $5,000 7730 SW 31st Avenue connection for seniors and people Portland, OR 97219 with disabilities
Street Roots Toward programs to assist the PC $5,000 211 NW Davis St. homeless Portland, OR 97209
Tucker-Maxon Oral School Toward Tuition Assistance for low PC $5,000 2860 SE Holgate Boulevard income families Portland, OR 97202-3697
Wheel To Walk Foundation Toward programs for children PC $5,000 PO Box 20146 with disabilities Portland , OR 97294
Total Henry Lea Hillman, Jr. Foundation $419,861
Hillman Foundation
AIA Legacy, Inc. Toward Remaking Cities PC $35,000 American Institute of Architects Congress 1735 New York Avenue NW Washington , DC 20006
STATEMENT 18 Hillman Family Foundations - Schedule of Contributions Paid For The Year Ended December 31, 2013
OrganizationlAddress Purpose of Grant Tax Code Amount
Allegheny Conference on Community Toward programs and operations PC $50,000 Development 11 Stanwix Street, 17th floor Pittsburgh, PA 15222-1312
Allegheny Historic Preservation Society, Toward restoration and PC $50,000 Inc. security/fire protection 971 Beech Avenue Pittsburgh, PA 15233
Allegheny Land Trust Toward Dead Man's Hollow Trail PC $50,000 Sewickley Carbarn Shops planning 409 Broad Street, Suite 206A Sewickley, PA 15143
Brashear Association, Inc. Toward information and PC $30,350 2005 Sarah Street telecommunication system Pittsburgh, PA 15203 upgrades
Bridgeway Capital Toward nonprofit real estate PC $50,000 707 Grant Street, Suite 1920 consulting services Pittsburgh, PA 15219
Carlow University Toward Capital Campaign PC $250,000 3333 Fifth Avenue Pittsburgh, PA 15213
Carnegie Mellon University Toward Traffic2l Smart PC $250,000 5000 Forbes Avenue Transportation Initiative for T-Set Pittsburgh, PA 15213 University Transportation Center matching funds
Carnegie Mellon University Toward Traffrc2l Smart PC $250,000 5000 Forbes Avenue Transportation Initiative for core Pittsburgh, PA 15213 project funding
Carnegie Mellon University Toward the Traffic2l SURTRAC PC $250,000 5000 Forbes Avenue smart traffic signal demonstration Pittsburgh, PA 15213 project
STATEMENT 18 - Hillman Family 'Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Catholic Charities of the Catholic Toward new database PC $40,000 Diocese of Pittsburgh , Inc. implementation and support 212 Ninth Street Pittsburgh, PA 15222
CORNINGWORKS dba Corning Dances Toward the Glue Factory projects PC $20,000 & Company 314 South Evaline Street Pittsburgh, PA 15224
Family Resources Toward security to implement PC $85,000 1425 Forbes Avenue sanctuary Pittsburgh, PA 15219
FOR Sto-Rox Neighborhood Corporation Toward special Community PC $50,000 701 Chartiers Avenue Challenge effort McKees Rocks, PA 15136
The Forbes Funds Toward Innovation Fund PC $75,000 5 PPG Place Suite 250 Pittsburgh, PA 15222
The Forbes Funds Toward underwriting the 2013 PC $10,000 5 PPG Place Nonprofit Summit Suite 250 Pittsburgh, PA 15222
The Forbes Funds Toward third-party financial PC $26,000 5 PPG Place analysis of Hill House Suite 250 Pittsburgh, PA 15222
The Forbes Funds Toward grantmaking, scalable PC $157,500 5 PPG Place solutions and GPNP support Suite 250 Pittsburgh, PA 15222
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
OrganizationlAddress Purpose of Grant Tax Code Amount
Foundation Center Toward program support PC $6,500 79 Fifth Avenue New York, NY 10003-3076
Global Links Toward volunteer service center PC $100,000 700 Trumbell Drive renovations Pittsburgh, PA 15205
Grove City College Toward construction of a new PC $100,000 100 Campus Drive science, mathematics and Grove City, PA 16127 engineering building
Hill House Association Financial restructuring for long PC $250,000 1835 Centre Avenue term sustainability project. Pittsburgh, PA 15219
Historical Society of Western Toward "Steamboat Arabia" PC $100,000 Pennsylvania exhibition and Museum 1212 Smallman Street Conservation Center Pittsburgh , PA 15222-4200
Hollow Oak Land Trust (HOLT) Toward stewardship program and PC $25,000 P 0. Box 741 accreditation process Moon Township, PA 15108-0741
Homewood Children 's Village Toward infrastructure/support of PC $100,000 801 N. Homewood Avenue office of evaluation Pittsburgh, PA 15208
Idea Foundry , Inc. Toward Innovate H2O PC $75,000 4551 Forbes Avenue Accelerator program Suite 200 Pittsburgh , PA 15213-3524
Ligonier Valley YMCA Toward capital campaign PC $100,000 110 West Church Street Ligonier, PA 15658
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Mon Yough Community Services, Inc. Toward technology upgrades PC $150,000 500 Walnut Street, 3rd Floor McKeesport, PA 15132
Mount Washington Community Toward Emerald Park trail PC $50,000 Development Corporation development 301 Shiloh St Pittsburgh, PA 15211-1625
National Organization on Disability Toward Wounded Warrior Career PC $100,000 77 Water Street program Suite 204 New York, NY 10005
New Hazlett Center for the Performing Toward (CSA) Community PC $60,000 Arts Supported Art Marketing program 6 Allegheny Square E. Pittsburgh, PA 15212
PA CleanWays of Allegheny County Toward stewardship program and PC $42,500 d/b/a/ Allegheny Cleanways staff support 33 Terminal Way Pittsburgh, PA 15219
Pittsburgh Arts & Lectures Toward communication and PC $11,000 301 S. Craig Street, Suite 200 information systems Pittsburgh, PA 15213-3738 improvements
Pittsburgh Ballet Theatre, Inc. Toward Pittsburgh Ballet Theatre PC $75,000 2900 Liberty Avenue School expansion Pittsburgh, PA 15201-1500
Pittsburgh Chamber Music Society Toward audience development PC $30,000 315 South Bellefield Avenue and creation of summer concert Room 305 series Pittsburgh, PA 15213
Pittsburgh Filmmakers , Inc. Toward Public Source PC $75,000 477 Melwood Avenue independent investigative Pittsburgh, PA 15213-1135 journalism project
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Pittsburgh Filmmakers , Inc. Toward the 2014 Biennial arts PC $75,000 477 Melwood Avenue exhibition Pittsburgh, PA 15213-1135
The Pittsburgh Foundation Toward Human Services PC $75,000 Five PPG Place, Suite 250 Integration Fund/Jail Pittsburgh, PA 15222-5414 Collaborative
The Pittsburgh Foundation Toward Talent City project PC $25,000 Five PPG Place, Suite 250 Pittsburgh, PA 15222-5414
Pittsburgh Gateways Corporation Toward America's Arts & Music PC $104,000 4514 Plummer Street Crossroads Pittsburgh, PA 15201
Pittsburgh Glass Center, Inc. Toward operations PC $25,000 5472 Penn Avenue Pittsburgh, PA 15206
Pittsburgh Mercy Health System Toward jumpstart housing for PC $75,000 101 Bradford Road, Suite 320 homeless individuals Wexford, PA 15090
The Pittsburgh Promise Foundation Toward scholarships PC $250,000 1901 Centre Avenue, Suite 204 Pittsburgh, PA 15219
Pittsburgh Public Theater Corporatio n Toward audience and donor PC $63,000 at The O'Reilly Theater development 621 Penn Avenue Pittsburgh, PA 15222
Pittsburgh Urban Magnet Project Toward assessment and PC $25,000 (PUMP) development of business plan 425 Sixth Avenue, Suite 1690 Pittsburgh , PA 15219
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Propel Schools Foundation Toward children's savings PC $100,000 3447 East Carson Street, Suite 200 accounts Pittsburgh, PA 15203
Riverlife Toward best practices research PC $25,000 707 Grant Street, 35th Floor study Pittsburgh, PA 15219
Robert Morris University Toward nursing program facility PC $100,000 6001 University Boulevard Moon Township, PA 15108
Seton Hill University Toward the Health Sciences PC $125,000 One Seton Hill Drive - Center Greensburg , PA 15601
Silk Screen Toward Fusion Music project PC $25,000 2000 Smallman street ste 203 B Pittsburgh, PA 15222
The Sprout Fund Toward Seed Fund for innovation PC $150,000 5423 Penn Avenue projects Pittsburgh, PA 15206
Steel Industry Heritage, Inc. Toward gap funding/aid in PC $75,000 The Bost Building developing new sources of 623 East Eighth Avenue revenue Homestead , PA 15120
The Jannetta Neuroscience Foundation , Toward general operations and PC $50,000 Inc. challenge match 5023 Frew Street Apartment 6BC Pittsburgh, PA 15213
Touchstone Center for Crafts Toward facility improvements PC $25,000 1049 Wharton Furnace Road Farmington, PA 15437
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013 organization/Address Purpose of Grant Tax Code Amount
Union Project Toward Great HalWVelcome PC $15,000 801 North Negley Avenue Center renovations Pittsburgh, PA 15206
The United Way of Allegheny County Toward Veteran's 2-1-1 Services PC $125,000 1250 Penn Avenue Pittsburgh, PA 15222-4203
University of Pittsburgh Toward PittsburghTODAY PC $25,000 University Center for Social & Urban regional indicators Research 3343 Forbes Avenue Pittsburgh, PA 15260
University of Pittsburgh Toward violence prevention PC $75,000 107 Cathedral of Learning initiatives Pittsburgh, PA 15260
University of Pittsburgh Cancer Institute Toward Hillman Fellows in PC $1,000,000 UPMC Cancer Pavilion, Suite 500 Innovative Cancer Research 5150 Centre Avenue program Pittsburgh, PA 15232
University of Pittsburgh Graduate School Toward CONNECT PC $20,000 of Public and International Affairs 3621 Posvar Hall Pittsburgh, PA 15260
University of Pittsburgh Graduate School Toward construction of new PC $200,000 of Public Health building A631 Crabtree Hall 130 DeSoto Street Pittsburgh, PA 15261
University of Pittsburgh Institute of Toward Institute of Politics PC $20,000 Politics programs 4227 Fifth Avenue, 710 Alumni Hall Pittsburgh, PA 15213
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
OrganizationiAddress Purpose of Grant Tax Code Amount
Urban Impact Toward expansion of Urban NC $100,000 801 Union Place Ministry Program 4th Floor Pittsburgh, PA 15212
Westmoreland Museum of American Art Toward changing exhibitions at PC $100,000 221 North Main Street the museum Greensburg, PA 15601-1898
Women's Center & Shelter of Greater Toward replacement of client PC $80,000 Pittsburgh database and computer hardware P. 0. Box 9024 Pittsburgh, PA 15224
WQED Multimedia Toward new membership system PC $200,000 4802 Fifth Avenue Pittsburgh, PA 15213
WQED Multimedia Toward Hillman conference PC $57,500 4802 Fifth Avenue renovations Pittsburgh , PA 15213
Total Hillman Foundation
Juliet Ashby Hillman Foundation
The Boys and Girls Aid Society of Toward Safe Place Shelter for PC $10,000 Oregon Youth 018 S. W. Boundary Court Portland , OR 97239
Friends of the Children - Portland Toward operating support PC $10,000 44 NE Morris Portland, OR 97212
LifeWorks NW Toward Children's Relief Nursery PC $5,000 14600 NW Cornell Road Portland, OR 97229
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Lynn University Toward Annual Fund PC $10,000 3601 N. Military Trail Boca Raton, FL 33431
Pregnancy Care Center of Grants Pass Toward operating funds for PC $5,000 714 S.E. 8th Street ongoing medical and educational Grants Pass, OR 97526 programs
Total Juliet Ashby Hillman Foundation $40,000 Juliet Lea Hillman Simonds Foundation
Alzheimer's Disease Research Unrestricted PC $10,000 Foundation (dba Cure Alzheimer's Fund) 535 Smithfield Street, Suite 625 Pittsburgh, PA 15222
Autumn House Press Toward operating support PC $10,000 87112 Westwood Street Pittsburgh, PA 15211
Brick Church School Toward Annual Fund PC $7,500 c/o Brick Presbyterian Church 62 E 92nd Street New York, NY 10128
Calvary Episcopal Church Unrestricted PC $1,000 315 Shady Avenue Pittsburgh, PA 15206
Carnegie Institute Toward Trustee Annual Fund PC $20,000 4400 Forbes Avenue Pittsburgh, PA 15213-4080
Carnegie InstitutelThe Andy Warhol Unrestricted PC $2,500 Museum 117 Sandusky Street Pittsburgh, PA 15212-5890
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Carnegie Institute/The Museum of Art Toward Annual Fund PC $10,000 4400 Forbes Avenue Pittsburgh, PA 15213
Carnegie Library of Pittsburgh Unrestricted PC $2,000 4400 Forbes Avenue Pittsburgh, PA 15213-4080
Carnegie Mellon University Toward the School of Drama's PC $10,000 5000 Forbes Avenue 100th Anniversary Pittsburgh, PA 15213
Carnegie Mellon University Toward Trustee Annual Fund PC $15,000 5000 Forbes Avenue Pittsburgh, PA 15213
The Children's Institute Unrestricted PC $1,000 1405 Shady Avenue Pittsburgh, PA 15217
City of Asylum Pittsburgh Toward programs, exhibitions PC $5,000 330 Sampsonia Way and operating support Pittsburgh, PA 15212
Creative Nonfiction Foundation Toward operating support and PC $30,000 5501 Walnut Street, Suite 202 20th Anniversary Pittsburgh, PA 15232
The Ellis School Toward Annual Fund PC $2,000 6425 Fifth Avenue Pittsburgh, PA 15206
Greater Pittsburgh Community Food Toward food assistance and PC $3,500 Bank nutrition education for individuals 1 North Linden Street in southwestern Pennsylvania Duquesne, PA 15110
Light of Life Ministries , Inc. Unrestricted PC $2,000 P.O. Box 6823 Pittsburgh, PA 15212-0823
STATEMENT 18 - Hillman Family'Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
OrganizationlAddress Purpose of Grant Tax Code Amount
Lydia's Place, Inc. Unrestricted PC $2,000 700 Fifth Avenue 4th Floor Pittsburgh, PA 15219
Marin Montessori School, Inc. Toward Annual Fund PC $7,500 5200 Paradise Drive Corte Madera, CA 94925-2107
The Masters School, Inc. Toward Annual Fund PC $1,500 49 Clinton Avenue Dobbs Ferry, NY 10522
President and Fellows of Middlebury Toward Annual Fund PC $10,000 College Old Chapel Building Middlebury, VT 05753
President and Fellows of Middlebury Toward 2014 Arts Council PC $10,000 College Initiatives Old Chapel Building Middlebury, VT 05753
Mount Pleasant Glass Museum , Inc. Toward relocation expenses PC $3,000 c/o Mount Pleasant Glass Center 402 E. Main Street Route 31 East Mount Pleasant, PA 15666
The Neighborhood Academy Unrestricted PC $1,000 709 North Aiken Pittsburgh, PA 15206
Seventh Regiment Armory Conservancy , Toward general operations PC $10,000 Inc. 643 Park Avenue New York, NY 10065
STATEMENT 18 - Hillman Family'Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Pittsburgh Arts & Lectures Toward "The Moth Mainstage PC $10,000 301 S. Craig Street, Suite 200 2013: On Point, Stories of Pittsburgh, PA 15213-3738 Balancing Acts"
Pittsburgh Chamber Music Society Toward support of the Ebdne PC $15,000 315 South Bellefield Avenue Quartet performance Room 305 Pittsburgh, PA 15213
Pittsburgh Filmmakers , Inc. Unrestricted PC $2,500 477 Melwood Avenue Pittsburgh, PA 15213-1135
Pittsburgh Symphony, Inc. Toward Annual Fund PC $1,500 Heinz Hall for the Performing Arts 600 Penn Avenue Pittsburgh, PA 15222
The Pittsburgh/Muskoka Foundation Toward Foundation's PC $4,500 3 Mellon Bank Center, Room 3102 distributions to deserving 525 William Penn Place recipient agencies Pittsburgh, PA 15219
Planned Parenthood of Western Toward programs and services PC $2,500 Pennsylvania, Inc. 933 Liberty Avenue Pittsburgh, PA 15222
Quantum Theatre, Inc. Creators' Circle Fund PC $2,500 218 N. Highland Ave., SW Pittsburgh, PA 15206
St. Edmund's Academy Toward Annual Fund PC $5,000 5705 Darlington Road Pittsburgh, PA 15217-1598
Shadyside Hospital Foundation Toward Annual Fund PC $2,500 532 South Aiken Avenue, Suite 302 Pittsburgh, PA 15232-1521
STATEMENT 18 Hillman Family 'Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Solomon R. Guggenheim Foundation Toward Italian Futurism, 1909 PC $25,000 1071 Fifth Avenue -1944: Reconstructing the New York, NY 10128-0173 Universe
The Sprout Fund Unrestricted PC $5,000 5423 Penn Avenue Pittsburgh, PA 15206
University of Pittsburgh Toward Friends of Frick Fine PC $2,000 107 Cathedral of Learning Arts Pittsburgh, PA 15260
University of Pittsburgh Cancer Institute Toward clinical and research PC $2,500 UPMC Cancer Pavilion, Suite 500 programs at Hillman Cancer 5150 Centre Avenue Center Pittsburgh, PA 15232
Western Pennsylvania Humane Society Unrestricted PC $1,000 1101 Western Avenue Pittsburgh, PA 15233
Whitney Museum of American Art 2014 Whitney Biennial PC $5,000 945 Madison Avenue at 75th Street New York, NY 10021
Women's Center & Shelter of Greater Unrestricted PC $2,500 Pittsburgh P. 0. Box 9024 Pittsburgh, PA 15224
WQED Multimedia Toward Leadership Circle PC $1,000 4802 Fifth Avenue Pittsburgh, PA 15213
Zoological Society of Pittsburgh Unrestricted PC $1,000 One Wild Road Pittsburgh, PA 15206-1178
Total Juliet Lea Hillman Simonds Foundation $267,500
STATEMENT 18 - Hillman Familyfoundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Justin Brooks Fisher Foundation
Boulder County AIDS Project Unrestricted PC $2,500 211814th Street Boulder, CO 80302
Conscious Alliance Unrestricted PC $1,000 2525 Arapahoe Avenue Suite E4-182 Boulder, CO 80302 eTown Toward general operations PC $30,000 PO Box 954 Boulder, CO 80306
President and Fellows of Middlebury Toward MiddCORE program PC $2,600 College Old Chapel Building Middlebury, VT 05753
The Nature Conservancy Toward publication of the Andean PC $6,450 P.O. Box 1432 Peatland book project McMurray, PA 15317
Total Justin Brooks Fisher Foundation $42,550
Lilah Hilliard Fisher Foundation
Blue Man Creativity Center School Toward Annual Fund PC $2,500 241 Water Street New York, NY 10038
Charlotte Preparatory School, Inc. Unrestricted PC $1,500 212 Boyce Road Charlotte, North Carolina 28211
Charlotte Preparatory School, Inc. Unrestricted PC $1,000 212 Boyce Road Charlotte, North Carolina 28211
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Children 's Theatre of Charlotte Unrestricted PC $1,500 300 E. 7th Street Charlotte, North Carolina 28202
Colgate University Toward financial aid for PC $2,500 13 Oak Drive student(s) at Colgate University Hamilton, NY 13346-1398
Creative Alternatives of New York, Inc. Unrestricted PC $1,500 (CANY) 225 West 99th Street New York, NY 10025
Fractured Atlas Productions Toward Smoke & Mirrors PC $3,000 248 West 35th Street, 10th Floor Collaborative for new play, New York, NY 10001 Square Peg/Round Hole
Healthy Teen Network (HTN) Toward support of a staff position PC $15,000 1501 St. Paul St., Suite 124 at HTN focused on public policy Baltimore, MD 21202
NARAL-Pro-Choice North Carolina Unrestricted PC $2,000 Foundation 514 Daniels Street Box 142 Raleigh , North Carolina 27605
New York Foundation for the Arts, Inc. Toward Brendan Mason's project, PC $5,000 20 Jay Street, 7th floor "Untitled Terry Donahue Brooklyn, NY 11201 Documentary Project"
NYU Tisch School of the Arts Toward scholarship support for PC $5,000 721 Broadway the Tisch School of the Arts New York, NY 10003 Graduate Acting Program.
Opera Experience Southeast Toward website development PC $1,000 1121 Myrtle Drive Rock Hill, South Carolina 29732
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Regional Food Bank of Oklahoma Toward tornado disaster relief PC $1,000 3355 S. Purdue Avenue efforts in Oklahoma P.O. Box 270968 Oklahoma City, OK 73137-0968
Total Lilah Hilliard Fisher Foundation $42,500
Marv Hillman Jenninas Foundation
Adonai Center For Black Males Toward program expansion PC $40,000 220 Grant Street Suite 600 Pittsburgh, PA 15219
Allegheny Family Network Toward data management and PC $33,000 425 North Craig Street, suite 300 communication capacity upgrades Pittsburgh, PA 15213
Allies For Children Toward "Kidsburgh" Audience PC $7,000 10 Children's Way Development Pittsburgh, PA 15212
Avon Old Farms School Toward Annual Fund PC $5,000 500 Old Farms Road Avon, CT 06001
Bethlehem Haven of Pittsburgh Toward Watson Street PC $75,000 Fifth Avenue Commons renovations 905 Watson Street Pittsburgh, PA 15219
Children 's Hospital of Pittsburgh Toward Allegheny Health PC $50,000 Foundation Department Healthy Allegheny One Children's Hospital Drive Teens survey Central Plant, Floor 3 4401 Penn Avenue Pittsburgh , PA 15224
STATEMENT 18 • Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
The Children's Institute Toward medical home model PC $50,000 1405 Shady Avenue Pittsburgh, PA 15217
DePaul School for Hearing and Speech Toward renovations to PC $40,000 6202 Alder Street accommodate growth of early Pittsburgh, PA 15206-4389 childhood education
Higher Achievement Program , Inc. Toward program costs PC $25,000 1250 Penn Avenue PO Box 735 Pittsburgh , PA 15230-0735
Jewish Community Center of Pittsburgh Toward renovation of Early PC $150,000 5738 Forbes Avenue Childhood Development Center Pittsburgh, PA 15217
Journey to Normal , Inc. Toward post film programs PC $15,000 420 Duke Court Gibsonia, PA 15044
Ligonier Valley Learning Center, Inc. Toward a summer Creative Arts PC $15,000 109 South Market Street Program for children with mental Ligonier, PA 15658 health diagnoses
North Side Christian Health Center Toward facility improvements PC $80,000 816 Middle Street Pittsburgh, PA 15212
Pace School Toward outdoor learning spaces PC $100,000 2432 Greensburg Pike Pittsburgh, PA 15221
Pennsylvania Parks And Forests Toward accessible boat launch PC $35,000 Foundation 1845 Market Street, Suite 202 Camp Hill, PA 17011
Pittsburgh Action Against Rape (PAAR) Toward Coaching Boys Into Men PC $25,000 81 South 19th Street program Pittsburgh, PA 15203-1852
STATEMENT 18 Hillman Family 'Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Pittsburgh Botanic Garden Toward integration of at-risk PC $20,000 850 Poplar Street youth in environmental and Pittsburgh, PA 15220 workforce programs
The Pittsburgh Cultural Trust Toward Autism-Friendly Theater PC $25,000 803 Liberty Avenue initiative Pittsburgh, PA 15222-3703
Pittsburgh Gateways Corporation Toward Kitchen Construction PC $100,000 4514 Plummer Street project at Energy Innovation Pittsburgh, PA 15201 Center
Pittsburgh Youth Leadership, Inc. Toward leadership development PC $17,500 1034 Fifth Avenue, Suite 400 for at-risk youth through biking Pittsburgh, PA 15219
Planned Parenthood of Western Toward Capital Campaign PC $100,000 Pennsylvania, Inc. 933 Liberty Avenue Pittsburgh, PA 15222
Southern Alleghenies Museum of Art Toward support for two years of PC $20,000 P. 0. Box 9 grounds and gardens Loretto, PA 15940 maintenance
University of Pittsburgh School of Law Toward Veterans Law Clinic PC $10,000 Barco Law Building Second Floor 3900 Forbes Avenue Pittsburgh, PA 15260
Venture Outdoors, Inc. Toward outdoor program PC $33,000 33 Terminal Way planning for serving the Suite 537 East physically disabled Pittsburgh, PA 15219
Veterans Leadership Program of Toward services for veterans PC $100,000 Western Pennsylvania, Inc. 2417 East Carson Street Pittsburgh, PA 15203
STATEMENT18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
OrganizationlAddress Purpose of Grant Tax Code Amount
Women's Center & Shelter of Greater Toward support for 24 hour PC $15,000 Pittsburgh Hotline P. 0. Box 9024 Pittsburgh, PA 15224
The Woodlands Foundation , Inc. Toward three year pilot, Disease PC $25,000 134 Shenot Road Specific Camps Wexford, PA 15090
Total Mary Hillman Jennings Foundation $1,210,500 Matthew Hillman Fisher Foundation
American Cancer Society Inc Unrestricted PC $3,000 250 Williams Street NW Atlanta, GA 30303-1032
American Society for the Prevention of Unrestricted PC $3,000 Cruelty to Animals (ASPCA) 520 Eighth Avenue, 7th Floor New York, NY 10018
Chocorua Island Chapel Association Unrestricted EOF $1,000 P 0. Box 356 Holderness, NH 03245-0356
Facing Forward Unrestricted PC $2,500 15332 Antioch Street, Suite 8 Pacific Palisades, CA 90272
Happy Hearts Fund Unrestncted PC $2,000 P.O. Box 725 New York, New York 10014
Los Angeles Mission, Inc. Unrestricted PC $6,000 303 East 5th Street Los Angeles, CA 90013-1505
STATEMENT 18 • Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Los Angeles Regional Foodbank Toward the food pantry program PC $3,000 1734 East 41st Street Los Angeles, CA 90058-1502
Notes for Notes, Incorporated Unrestricted PC $1,000 P.O. Box 90632 Santa Barbara, CA 93190-0632
Project Aspiration Unrestricted PC $2,000 dba/Estella's Brilliant Bus 6645 Traveler Road West Palm Beach, FL 33411
Project GRAD Los Angeles, Inc. Toward college scholarship PC $6,000 10200 Sepulveda Boulevard program Suite 255 Mission Hills, CA 91345
St. Edmund's Academy Toward Annual Fund PC $1,000 5705 Darlington Road Pittsburgh, PA 15217-1598
Squam Lakes Association Toward the renovation of the PC $6,250 PO Box 204 Coolidge-Webster Conservation Holderness, NH 03245 Cottage
Squam Lakes Conservation Society Unrestricted PC $1,000 P. 0. Box 696 Holderness, NH 03245-0696
St. Jude Children's Research Hospital Unrestricted PC $3,000 501 St. Jude Place Memphis, TN 38105-1942
University of Pittsburgh Cancer Institute Toward clinical and research PC $2,000 UPMC Cancer Pavilion, Suite 500 programs at Hillman Cancer 5150 Centre Avenue Center Pittsburgh , PA 15232
Total Matthew Hillman Fisher Foundation $42,750
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Nina Baldwin Fisher Foundation
Animal Friends , Inc. Unrestricted PC $1,000 562 Camp Horne Road Pittsburgh, PA 15237
Animal Rescue League of Western Unrestricted PC $1,000 Pennsylvania 6620 Hamilton Avenue Pittsburgh, PA 15206-4188
Carnegie Institute/The Museum of Art Unrestricted PC $1,000 4400 Forbes Avenue Pittsburgh, PA 15213
Center for Victims Toward "Expect Respect" violence PC $1,500 5916 Penn Avenue prevention Pittsburgh, PA 15206
The Children's Home of Pittsburgh Unrestricted PC $1,000 5324 Penn Avenue Pittsburgh, PA 15224
The Children's Institute Unrestricted PC $2,500 1405 Shady Avenue Pittsburgh, PA 15217
Chocorua Island Chapel Association Unrestricted EOF $600 P.O. Box 356 Holderness, NH 03245-0356
Our Clubhouse Unrestricted PC $600 2816 Smallman Street Pittsburgh, PA 15222
Glade Run Foundation Toward Therapeutic Animal and PC $1,000 70 West Beaver Road Horticultural Programs for Zelienople, PA 16063 abused children
STATEMENT 18 Hillman Family'Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Goodwill of Southwestern Pennsylvania Unrestricted PC $1,500 118 52nd Street Pittsburgh, PA 15201
Greater Pittsburgh Community Food Toward Pittsburgh Community PC $5,000 Bank kitchens 1 North Linden Street Duquesne, PA 15110
Greater Pittsburgh Community Food Unrestricted PC $1,000 Bank 1 North Linden Street Duquesne, PA 15110
Grow Pittsburgh Toward Edible Schoolyard PC $3,500 6587 Hamilton Ave. #2W Program Pittsburgh, PA 15218
Healthy Teen Network (HTN) Unrestricted PC $1,000 1501 St. Paul St , Suite 124 Baltimore, MD 21202
Manchester Craftsmen 's Guild Unrestricted PC $2,000 1815 Metropolitan Street Pittsburgh, PA 15233
Pauline Auberle Foundation Toward Culinary Program PC $2,500 1101 Hartman Street McKeesport, PA 15132-1500
Pittsburgh Filmmakers , Inc. Toward narrative film, PC $1,000 477 Melwood Avenue "Progression" Pittsburgh, PA 15213-1135
Pittsburgh Mercy Health System Toward Operation Safety Net PC $1,000 101 Bradford Road, Suite 320 Wexford, PA 15090
STATEMENT 18 - Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Planned Parenthood of Western Toward PPWP Capital Campaign PC $1,000 Pennsylvania, Inc. - Committed to Care 933 Liberty Avenue Pittsburgh, PA 15222
Shepherd Wellness Community Unrestricted PC $1,500 4800 Sciota Street Pittsburgh, PA 15224-2127
Squam Lakes Association Toward the renovation of the PC $3,250 PO Box 204 Coolidge-Webster Conservation Holderness, NH 03245 Cottage
Squam Lakes Conservation Society Unrestricted PC $1,000 P. 0. Box 696 Holderness, NH 03245-0696
Squam Lakes Natural Science Center Toward 2013 Annual Fund PC $1,000 P.O. Box 173 Holderness, NH 03245
State Voices Toward Pennsylvania voice PC $1,000 1211 Chestnut Street, Suite 605 Philadelphia, PA 19107
Sweetwater Center for the Arts Toward Culinary Art programs PC $2,000 200 Broad Street Sewickley, PA 15143
Tickets for Kids Foundation Toward Ticket Distribution PC $500 139 Freeport Road, Suite 100 program Pittsburgh, PA 15215
Women's Center & Shelter of Greater Toward support for victims of PC $1,500 Pittsburgh domestic violence P. 0. Box 9024 Pittsburgh, PA 15224
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
WQED Multimedia Toward Leadership Circle PC $1,000 4802 Fifth Avenue Pittsburgh, PA 15213
Total Nina Baldwin Fisher Foundation $42,450 Polk Foundation
Allegheny Valley School Toward home renovations for PC $110,000 1996 Ewings Mill Road Alzheimer's /Dementia Program Coraopolis, PA 15108-3380
Service Coordination Unlimited Inc Toward electronic medical PC $97,200 1400 South Braddock Avenue records/laptops and printers Pittsburgh, PA 15218
Total Polk Foundation $207,200
Summer Lea Hillman Foundation
Adventures Without Limits Toward Youth Empowerment PC $5,000 1341 Pacific Ave Project Forest Grove, OR 97116
Community Transitional School Toward fitness/art program for PC $4,550 6601 NE Killingsworth Street homeless students Portland, OR 97218
Parrott Creek Child & Family Services Toward Family Engagement PC $10,000 501 Pleasant Avenue Suite 3 Services for High-risk teens Oregon City, OR 97045
Portland YouthBuilders Toward (ACT) Apprenticeship PC $5,000 4816 S.E. 92nd Avenue and College Transitions Project Portland, OR 97266
Sisters Of The Road Inc. Toward support for people PC $7,500 133 N.W. Sixth Avenue experiencing homelessness and Portland, OR 97209 poverty
STATEMENT18 - Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Thomas A. Edison High School Unrestricted PC $10,000 9020 SW Beaverton Hillsdale Highway Portland, OR 97225-2436
Total Summer Lea Hillman Foundation $42,050
Talbott and Carter Simonds Foundation
The Brearley School Toward Annual Fund - credit PC $40,000 610 East 83rd Street Class of 1995 and also as New York, NY 10028-7902 kindergarten parents
Brick Church School Toward Annual Fund PC $15,000 c/o Brick Presbyterian Church 62 E 92nd Street New York, NY 10128
Exodus School Toward operating support for PC $25,000 309 East 103rd Street East Harlem School New York, NY 10029
Exodus School Toward operating support and PC $10,000 309 East 103rd Street heads discretionary fund New York, NY 10029
Good Shepherd Services Toward the 2013 Annual Benefit PC $25,000 305 Seventh Avenue Dinner event gala 9th Floor New York, NY 10001-6161
President and Fellows of Harvard Toward class of 2004 tenth PC $10,000 College reunion Teele Hall, Room 417 Soldiers Field Boston, MA 02163
International Rescue Committee Toward Phillipine relief efforts in PC $10,000 122 East 42nd Street recognition of Felipa DeCosta New York, NY 10168-1289
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
KIPP NYC Unrestricted PC $2,500 470 7th Avenue 10th Floor New York, NY 10018
National Outdoor Leadership School Unrestricted PC $1,000 (NOLS) 284 Lincoln Street Lander, WY 82520
New York Presbyterian Hospital Toward general support for Weill PC $10,000 654 West 170th Street Cornell Medical Center New York, NY 10032
The Pittsburgh Parks Conservancy Toward Mellon Square PC $8,300 2000 Technology Drive, Suite #300 reconstruction and renovation Pittsburgh, PA 15219 project for installation of interpretive panel in honor of the Park's designer John Ormsby Simonds
The Pittsburgh/Muskoka Foundation Toward Foundation's PC $1,000 3 Mellon Bank Center, Room 3102 distributions to deserving 525 William Penn Place recipient agencies Pittsburgh, PA 15219
The Trustees of Princeton University Toward the Annual Fund - credit PC $2,000 P.O. Box 5357 class of 1996 Princeton, NJ 08543-5357
St. Edmund's Academy Toward Annual Fund PC $500 5705 Darlington Road Pittsburgh, PA 15217-1598
The Taft School Toward Second Century PC $10,000 110 Woodbury Road Campaign Watertown, CT 06795
STATEMENT 18 • Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Tanzanian Children's Fund, Inc. Unrestricted - in honor of Peggy PC $1,000 2 Atlantic Avenue Bacon 4th Floor Boston, MA 02110
Trustees of Deerfield Academy Toward Annual Fund - credit PC $2,000 7 Boyden Lane class of 1995 PO Box 87 Deerfield, Massachusetts 01342
Waterside School , Inc. Unrestricted PC $1,000 770 Pacific Street Stamford, CT 06902
Waterside School , Inc. Unrestricted PC $2,500 770 Pacific Street Stamford, CT 06902
Yale University Toward the David Swensen Fund PC $10,000 157 Church Street New Haven , CT 06510-2100
Total Talbott and Carter Simonds Foundation $186,800
William Talbott Hillman Foundation
ACLU Foundation of New York Unrestricted PC $1,000 125 Broad Street 18th Floor New York, New York 10004-2400
Adirondack Council, Inc. Toward Acid Rain Reduction PC $1,000 103 Hand Avenue, Suite 3 program P 0. Box D-2 Elizabethtown , NY 12932-0640
Aperture Foundation, Inc. Toward "A Notion of Family" by PC $5,000 547 West 27th Street, Fourth Floor photographer LaToya Ruby New York, NY 10001 Frazier
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Aperture Foundation , Inc. Toward programs and operations PC $1,000 547 West 27th Street, Fourth Floor New York, NY 10001
Art in General Toward general operating costs PC $1,000 79 Walker Street New York, NY 10013
Asian Cultural Council , Inc. Unrestricted PC $5,000 6 West 48th Street 12th Floor New York, New York 10036-1802
Associated Artists of Pittsburgh Unrestricted PC $1,000 100 43rd Street, Unit 102 Pittsburgh, PA 15201
Baryshnikov Arts Center, Inc. Toward the Baryshnikov Arts PF $5,000 450 West 37th Street Center Fall Gala Suite 501 New York, NY 10018
Brady Center to Prevent Gun Violence Toward education programs PC $25,000 1225 Eye Street, NW Suite 1100 Washington, DC 20005
Brady Center to Prevent Gun Violence Toward gun violence preventive PC $5,000 1225 Eye Street, NW programs Suite 1100 Washington, DC 20005
Brooklyn Academy of Music Unrestricted PC $1,000 30 Lafayette Avenue Brooklyn, NY 11217-1486
Brooklyn Arts Council Toward Brooklyn artists PC $2,500 55 Washington Street anniversary of Hurricane Sandy Suite 218 Brooklyn, NY 11201-1074
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Carnegie Institute Toward Annual Fund PC $2,500 4400 Forbes Avenue Pittsburgh, PA 15213-4080
Carnegie InstituteiThe Andy Warhol Toward Annual Fund PC $2,500 Museum 117 Sandusky Street Pittsburgh, PA 15212-5890
Carnegie InstitutelThe Museum of Art Hillman Photography Initiative PC $275,000 4400 Forbes Avenue Pittsburgh, PA 15213
Carnegie Institute/The Museum of Art Toward operating support PC $7,500 4400 Forbes Avenue Pittsburgh, PA 15213
Central Park Conservancy , Inc. Toward Maintenance of Zone 8 PC $2,500 14 East 60th Street New York, NY 10022
The Trustees of Columbia University the Toward Annual Fund - credit PC $2,500 City of New York class of 1984 Graduate School of Business 33 West 60 Street, 7th Floor New York, NY 10023
The Corporation of Yaddo Unrestricted PC $2,500 P.O. Box 395 312 Union Avenue Saratoga Springs, NY 12866
Ethical Culture Fieldston School Unrestricted PC $5,000 33 Central Park West New York, NY 10023-6001
Fractured Atlas Productions Toward "A Thousand Rainbows " PC $10,000 248 West 35th Street, 10th Floor photography project by Lia New York, NY 10001 Chavez
STATEMENT 18 - Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
French Heritage Society Unrestricted PC $2,500 14 East 60th Street, Suite 605 New York, NY 10022
The Frick Collection Unrestricted PC $2,000 1 East 70th Street New York, NY 10021-4981
Friends of Hopital Albert Schweitzer Unrestricted PC $2,000 Haiti 6740 Reynolds Street, Second Floor Pittsburgh, PA 15206
Group for the East End, Inc. Unrestricted PC $2,500 54895 Route 25 P.O. Box 1792 Southold, NY 11971
International Center of Photography Unrestricted PC $5,000 1114 Avenue of the Americas at 43rd Street New York, NY 10036
Isamu Noguchi Foundation And Garden Unrestricted PC $2,500 Museum 32-37 Vernon Boulevard Long Island City, NY 11106-4926
Jazz Foundation of America, Inc. Toward Humcane Sandy relief PC $10,000 322 West 48th Street for impacted musicians New York, NY 10036-1308
Jazz Foundation of America, Inc. Unrestricted PC $1,000 322 West 48th Street New York, NY 10036-1308
Landmark West Inc. Unrestricted to mark 25th PC $5,000 45 West 67th Street Anniversary in recognition of New York, NY 10023 Moisha and R 0. Blechman
STATEMENT 18 - Hillman Family'Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Life Project, Inc. Unrestricted PC $2,500 The Holyoke-Manhattan Building 80 South Highland Ave Ossining, NY 10562-5615
Lincoln Center for the Performing Arts, Unrestricted PC $2,500 Inc. 70 Lincoln Center Plaza New York, NY 10023-6583
Mattress Factory, Ltd. Unrestricted PC $1,000 500 Sampsonia Way Pittsburgh, PA 15212-4444
Metropolitan Museum of Art Toward operating support PC $2,500 1000 Fifth Avenue New York, NY 10028-0198
President and Fellows of Middlebury Toward Annual Fund PC $1,000 College Old Chapel Building Middlebury, VT 05753
Morphoses Limited The Wheeldon Toward operations PC $1,000 Company 800 Fifth Avenue Suite 18F New York, NY 10065-7239
Museum of Arts and Design Toward general operating PC $1,000 2 Columbus Circle expenses New York, NY 10019
Museum of Modern Art Toward general support for PC $2,500 11 West 53rd Street Photography Department New York, NY 10019
STATEMENT 18 Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
NARAL Pro-Choice America Foundation Toward general operating support PC $2,000 1156 15th Street, NW, Suite 700 Washington, DC 20005
Natural History Museum of the Toward capital campaign PC $10,000 Adirondacks 45 Museum Drive Tupper Lake, NY 12986
The Nature Conservancy on Long Island Toward Southampton area PC $1,000 South Fork - Shelter Island Chapter programs P.O. Box 5125 East Hampton, NY 11937
New Museum of Contemporary Art Unrestricted PC $1,000 235 Bowery New York, NY 10002
New York Academy of Art Unrestricted PC $1,000 111 Franklin Street New York, NY 10013
New York Open Center, Inc. Unrestricted PC $2,500 22 East 30th Street New York, NY 10016
New York Presbyterian Hospital Unrestricted PC $1,000 654 West 170th Street New York, NY 10032
Northside Center for Child Development Toward general operating support PC $1,500 1301 5th Avenue New York, NY 10029
The Parrish Art Museum Toward Annual Fund PC $5,000 279 Montauk Highway Water Mill, NY 11976
STATEMENT 18 - Hillman Family Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
The Pittsburgh Cultural Trust Unrestricted PC $1,000 803 Liberty Avenue Pittsburgh, PA 15222-3703
Pittsburgh Filmmakers , Inc. Toward digital photography PC $20,000 477 Melwood Avenue equipment/studio upgrade Pittsburgh, PA 15213-1135
The Pittsburgh/Muskoka Foundation Toward Foundation's PC $2,000 3 Mellon Bank Center, Room 3102 distnbutions to deserving 525 William Penn Place recipient agencies Pittsburgh, PA 15219
Planned Parenthood of Western Toward programs and services PC $2,000 Pennsylvania, Inc. 933 Liberty Avenue Pittsburgh, PA 15222
Police Athletic League, Inc. Toward PAL Arts at Duncan PC $2,500 34 1/2 East 12th Street Center New York, NY 10003-4640
The Trustees of Princeton University Toward Annual Fund - credit PC $2,500 P.O. Box 5357 class of 1980 Princeton, NJ 08543-5357
Rainforest Foundation-US Unrestricted PC $2,500 180 Varick Street Suite 528 New York, NY 10014
Restore NYC, Inc. Toward operations PC $5,000 Bowling Green Station P.O. Box 1003 New York, NY 10274-1003
Restore NYC, Inc. Toward general operating support PC $5,000 Bowling Green Station - (repurposed funds-May 2014) P.O. Box 1003 New York, NY 10274-1003
STATEMENT18 - Hillman Familyfoundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Rider University Toward general support for PC $1,000 2083 Lawrenceville Road Westminster Choir College Lawrenceville, NJ 08648-3099
St. George's School Toward Annual Fund - credit PC $1,000 P. 0. Box 1910 class of 1972 Newport, RI 02840-0190
Salvage Vanguard Theater Toward Jennifer Sherburn's PC $5,000 2803 Manor Road Rhododendron Descent dance Austin, Texas 78722 performance project
Savannah College of Art and Design, I nc. Toward restoration of Maison PC $200,000 P.O. Box 3146 Basse at the SCAD-Lacoste Savannah, GA 31402-3146 campus
Savannah College of Art and Design, I nc. Toward Annual Fund PC $2,500 P.O. Box 3146 Savannah, GA 31402-3146
Services for the Underserved, Inc. Unrestricted - In recognition of PC $2,500 305 Seventh Avenue 7Th Floor 35th Anniversary New York, NY 10001-6008
Silver Eye Center for Photography Toward Annual Support PC $2,500 1015 East Carson Street Pittsburgh, PA 15203-1109
Society for Ethical Culture in the City of Toward Creative Arts Service PC $5,000 New York Academy 2 West 64th Street Room 505 New York, NY 10023
Solomon R. Guggenheim Foundation Toward upcoming James Turrell PC $25,000 1071 Fifth Avenue Exhibition New York, NY 10128-0173
STATEMENT 18 Hillman Family"Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
Solomon R. Guggenheim Foundation Toward Carrie Mae Weems: PC $10,000 1071 Fifth Avenue Thirty Years of Photography and New York, NY 10128-0173 Video
Southampton Hospital Foundation Unrestricted PC $2,000 240 Meeting House Lane Southampton, NY 11968
Southampton Hospital Foundation Unrestricted - in recognition of PC $10,000 240 Meeting House Lane John and Jenny Paulson Southampton, NY 11968
Southampton Volunteer Ambulance, Inc. Toward operating costs PC $1,000 P.O. Box 2760 Southampton, NY 11969
Steel Industry Heritage , Inc. Toward Iron and Steel Heritage PC $2,000 The Bost Building Project 623 East Eighth Avenue Homestead, PA 15120
Studio in a School Association Unrestricted PC $1,000 410 West 59th Street New York, NY 10019
The Tom Gold Dance Foundation , Inc. Toward annual New York City POF $2,500 c/o Von Sanborn performances 430 Park Avenue, 10th Floor New York, NY 10022
The Tibet Fund Unrestricted PC $2,500 241 East 32nd Street New York, NY 10016
University of Florida Toward support for Assuso PC $5,815 Anthropology Department Kuikuro English Language P.O. Box 117305 Institute (UF) Training Gainesville , FL 32611-5500
STATEMENT 18 - Hillman Family 'Foundations Schedule of Contributions Paid For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Amount
University of Pittsburgh Cancer Institute Toward clinical and research PC $10,000 UPMC Cancer Pavilion, Suite 500 programs at Hillman Cancer 5150 Centre Avenue Center Pittsburgh, PA 15232
Urbanglass New York Contemporary Toward general operating support PC $2,500 Glass Center Inc 647 Fulton Street Brooklyn, NY 11217
Virtuous Academy Toward afterschool artist PC $2,500 One Library Place program Duquesne, PA 15110
Westmoreland Museum of American Art Toward capital & endowment PC $5,000 221 North Main Street campaign Greensburg, PA 15601-1898
Whitney Museum of American Art Unrestricted PC $2,500 945 Madison Avenue at 75th Street New York, NY 10021
WNYC Radio Unrestricted PC $1,000 160 Varick Street New York, NY 10013
WQED Multimedia Toward Leadership Circle PC $1,000 4802 Fifth Avenue Pittsburgh, PA 15213
Total William Talbott Hillman Foundation $783,315
GRAND TOTAL $20,277,076
STATEMENT 18 - Hillman Family Foundations Contributions Approved for Future Payment For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Future Amount
Audrey Hillman Fisher Foundation
Squam Lakes Natural Science Center Toward Capital Campaign PC $200,000 P.O. Box 173 Holderness, NH 03245 Total Audrey Hillman Fisher Foundation $200,000
Dylan Todd Simonds Foundation
The Taft School Toward Second Century Campaign PC $50,000 110 Woodbury Road Watertown, CT 06795
Total Dylan Todd Simonds Foundation $50,000
Elsie H. Hillman Foundation
Carlow University Toward Carlow Fund match to Atkins PC $40,000 3333 Fifth Avenue family commitment Pittsburgh, PA 15213
Mercyhurst University Toward the Thomas J. & Michele PC $50,000 501 East 38th Street Ridge Collection at Mercyhurst Erie, PA 16546 University
Rider University Unrestricted - in recognition of Bill PC $50,000 2083 Lawrenceville Road Scheide's 100th birthday Lawrenceville, NJ 08648-3099
Total Elsie H. Hillman Foundation $140,000
Henry John Simonds Foundation
Greater Pittsburgh Office of Promotion Toward general operating funds PC $9,000 dba/Pittsburgh Film Office The Century Building 130 7th Street, Suite 202 Pittsburgh , PA 15222
STATEMENT 19 - Hillman Family Foundations Contributions Approved for Future Payment For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Future Amount The Taft School Toward Second Century Campaign PC $40,000 110 Woodbury Road Watertown, CT 06795 Total Henry John Simonds Foundation $49,000
Henry L. Hillman Foundation
Carnegie Institute/The Museum of Art Toward Hillman Photography Initiative PC $175,000 4400 Forbes Avenue Pittsburgh, PA 15213
Jeremiah's Place - Pittsburgh Relief Nursery Toward the creation of Pittsburgh's PC $150,000 6435 Frankstown Avenue first crisis nursery serving families in Pittsburgh, PA 15206 emergencies
The Taft School Toward Second Century Campaign PC $1,500,000 110 Woodbury Road Watertown, CT 06795
United Way of Westmoreland County Toward Mothers Making More (M3) PC $150,000 1011 Old Salem Road, Suite 101 Greensburg, PA 15601-1094
University Of Pittsburgh Office of Child Toward Ready Freddy-transition to PC $300,000 Development Kindergarten program 400 N. Lexington Street Pittsburgh, PA 15208
Total Henry L. Hillman Foundation $2,275,000
Henry Lea Hillman , Jr. Foundation
BodyVox, Inc. Toward the Dance Center Theatrical PC $10,000 1201 NW 17 Avenue Lighting project Portland, OR 97209
Oregon Health and Science University Toward advancing the development of PC $75,000 Foundation new stem cell treatments 3181 S.W Sam Jackson Park Road Suite 200 Portland, OR 97239-3098
STATEMENT 19 - Hillman Family Foundations Contributions Approved for Future Payment For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Future Amount Oregon Health and Science University Toward Doembecher Pediatric PC $50,000 Foundation Nephrology Fellowship program in 3181 S.W. Sam Jackson Park Road perpetuity Suite 200 Portland, OR 97239-3098
Oregon Rail Heritage Foundation (ORHF) Toward the Rail and Industrial PC $5,000 2250 SE Water Ave Heritage Museum Portland, OR 97242
Parkinson's Resources Of Oregon Toward Celebrate Hope Gala - Benefit PC $10,000 3975 Mercantile Dr., Ste 154 for Parkinson's Resources of Oregon Lake Oswego, OR 97035
Total Henry Lea Hillman, Jr. Foundation $150,000
Hillman Foundation
Carnegie Institute/Museum of Natural History Toward the Brookmyer Collection PC $420,000 4400 Forbes Avenue purchase Pittsburgh, PA 15213-4080
Carnegie Mellon University Toward the Traffic2l SURTRAC smart PC $250,000 5000 Forbes Avenue traffic signal demonstration project Pittsburgh, PA 15213
The Forbes Funds Toward grantmaking, scalable Pc $157,500 5 PPG Place solutions and GPNP support Suite 250 Pittsburgh, PA 15222
The Frick Art & Historical Center Toward the Education Center PC $500,000 7227 Reynolds Street Pittsburgh, PA 15208-2923
Hollow Oak Land Trust (HOLT) Toward stewardship program and PC $25,000 P.O. Box 741 accreditation process Moon Township, PA 15108-0741
Pittsburgh Ballet Theatre, Inc. Toward Pittsburgh Ballet Theatre pC $75,000 2900 Liberty Avenue School expansion Pittsburgh, PA 15201-1500
STATEMENT 19 - Hillman Family Foundations Contributions Approved for Future Payment For The Year Ended December 31, 2013
OrganizationlAddress Purpose of Grant Tax Code Future Amount Pittsburgh Chamber Music Society Toward audience development and PC $20,000 315 South Bellefield Avenue creation of summer concert series Room 305 Pittsburgh, PA 15213
Pittsburgh Filmmakers, Inc. Toward Public Source independent PC $75,000 477 Melwood Avenue investigative journalism project Pittsburgh, PA 15213-1135
Pittsburgh Mercy Health System Towardjumpstart housing for PC $75,000 101 Bradford Road, Suite 320 homeless individuals Wexford, PA 15090
Seton Hill University Toward the Health Sciences Center PC $125,000 One Seton Hill Drive Greensburg, PA 15601
Steel Industry Heritage, Inc. Toward gap funding/aid in developing PC $75,000 The Bost Building new sources of revenue 623 East Eighth Avenue Homestead, PA 15120
University of Pittsburgh Toward Pittsburgh TODAY regional PC $50,000 University Center for Social & Urban Research indicators 3343 Forbes Avenue Pittsburgh, PA 15260
University of Pittsburgh Toward violence prevention initiatives PC $75,000 107 Cathedral of Learning Pittsburgh, PA 15260
University of Pittsburgh Graduate School of Toward CONNECT PC $20,000 Public and International Affairs 3621 Posvar Hall Pittsburgh, PA 15260
Women's Center & Shelter of Greater Pittsburgh Toward replacement of client Pc $95,000 P. 0. Box 9024 database and computer hardware Pittsburgh, PA 15224
Total Hillman Foundation $2,037,500
Juliet Lea Hillman Simonds Foundation
STATEMENT 19 - Hillman Family Foundations Contributions Approved for Future Payment For The Year Ended December 31, 2013
OrganizationlAddress Purpose of Grant Tax Code Future Amount Pittsburgh Chamber Music Society Toward presentation of OPUS ONE in PC $15,000 315 South Bellefield Avenue Concert Room 305 Pittsburgh, PA 15213
Total Juliet Lea Hillman Simonds Foundation $15,000
Justin Brooks Fisher Foundation
The Nature Conservancy Toward publication of the Andean PC $6,450 P.O. Box 1432 Peatland book project McMurray, PA 15317
Total Justin Brooks Fisher Foundation $6,450
Lilah Hilliard Fisher Foundation
Colgate University Toward financial aid for student(s) at PC $2,500 13 Oak Drive Colgate University Hamilton, NY 13346-1398
NYU Tisch School of the Arts Toward scholarship support for the PC $10,000 721 Broadway Tisch School of the Arts Graduate New York, NY 10003 Acting Program.
Squam Lakes Association Toward the renovation of the PC $6,250 PO Box 204 Coolidge-Webster Conservation Holderness, NH 03245 Cottage
Total Lilah Hilliard Fisher Foundation $18,750
Mary Hillman Jennings Foundation
Adonai Center For Black Males Toward program expansion PC $40,000 220 Grant Street Suite 600 Pittsburgh, PA 15219
Allies For Children Toward "Kidsburgh" Audience PC $39,000 10 Children's Way Development Pittsburgh , PA 15212
STATEMENT19 - Hillman Family Foundations Contributions Approved for Future Payment For The Year Ended December 31, 2013
Organization/Address Purpose of Grant Tax Code Future Amount The Children's Institute Toward medical home model pC $50,000 1405 Shady Avenue Pittsburgh, PA 15217
Pittsburgh Action Against Rape (PAAR) Toward Coaching Boys Into Men PC $50,000 81 South 19th Street program Pittsburgh, PA 15203-1852
Total Mary Hillman Jennings Foundation $179,000
Nina Baldwin Fisher Foundation
Squam Lakes Association Toward the renovation of the PC $3,000 PO Box 204 Coolidge-Webster Conservation Holderness, NH 03245 Cottage
Total Nina Baldwin Fisher Foundation $3,000
Talbott and Carter Simonds Foundation
President and Fellows of Harvard College Toward class of 2004 tenth reunion PC $40,000 Teele Hall, Room 417 Soldiers Field Boston, MA 02163
The Taft School Toward Second Century Campaign PC $40,000 110 Woodbury Road Watertown, CT 06795
Total Talbott and Carter Simonds Foundation $80,000
William Talbott Hillman Foundation
Carnegie Institute/The Museum of Art Hillman Photography Initiative PC $75,000 4400 Forbes Avenue Pittsburgh, PA 15213
Natural History Museum of the Adirondacks Toward capital campaign PC $40,000 45 Museum Drive Tupper Lake, NY 12986
STATEMENT 19 1^ 1 - Hillman Family Foundations Contributions Approved for Future Payment For The Year Ended December 31, 2013
Organ ization/Address Purpose of Grant Tax Code Future Amount Southampton Hospital Foundation Unrestricted - in recognition of John, PC $40,000 240 Meeting House Lane and Jenny Paulson Southampton, NY 11968
Total William Talbott Hillman Foundation $155,000
GRAND TOTAL $5,358,700
STATEMENT 19 HILLMAN FAMILY FOUNDATIONS STATEMENT 20 PITTSBURGH, PENNSYLVANIA 15219
PART XV SUPPLEMENTAL INFORMATION
LINE 2 INFORMATION REGARDING CONTRIBUTION, GRANT, GIFT LOAN, SCHOLARSHIP, ETC. PROGRAMS
(a) David K. Roger Director and President Hillman Family Foundations 330 Grant Street, Suite 2000 Pittsburgh, Pennsylvania 15219 Phone number: 412-338-3466
(b) Requests should be presented in a cover letter which describes the program, its objectives and specifies the amount of funds needed. The letter should convey justification for the request and be signed by a fully authorized official of the organization.
Included as part of the application should be an annual budget of the organization, a listing of the organization's directors/trustees, detailed information concerning costs of the project or program to be funded, and a time schedule (if appropriate). Additional information deemed necessary by the applicant will be welcomed.
(c) No deadline.
(d) Each applicant must present evidence of a charitable, tax-exempt status. Further, each applicant must provide information clearly indicating that any contribution made to it by the Hillman Foundation, will be considered a "qualifying distribution" as defined in the Internal Revenue Code Section 4942(g) and will not be considered a "taxable expenditure" as defined in the Internal Revenue Code Section 4945(d)
Recipients of contributions are expected to provide written periodic reports concerning the funding project or program. The time table and content of the reports will be specified by the Foundation when each contribution is made.
Preference is given to proposals submitted by organizations located in the Pittsburgh/Southwestern Pennsylvania areas.
No contributions are made to individuals or to organizations outside the United States.
STATEMENT 20 HILLMAN FAMILY FOUNDATIONS 12/31/2013
NONCASH CONTRIBUTIONS
Donor Description of received Date of the Fair market Method used to property contribution value determine the FMV
Henry L Hillman 3,479 shs ExactTarget 3/1/2013 79,217 Stock Exchange
Henry L Hillman 6,068 shs Google 7/25/2013 5,409,409 Stock Exchange
Henry L Hillman 13,595 shs Facebook, Inc. 11/7/2013 660,513 Stock Exchange
Henry L Hillman 2,596 shs Priceline com, Inc 11/7/2013 3,006,272 Stock Exchange
Henry L Hillman 2,482 shs Visa, Inc 11/7/2013 499,093 Stock Exchange
Henry L. Hillman 1,716 shs Visa, Inc 12/4/2013 346,799 Stock Exchange
Total 2013 Stock Contributions - Henry L. Hillman 10,001,303
Juliet Lea Hillman Simonds 5,686 shs Facebook, Inc 11/12/2013 265,138 Stock Exchange
Total 2013 Stock Contributions - Juliet L. Hillman Simonds 265,138
Talbott L. Simonds 512 shs iShares North America Natural Resources 12/10/2013 21,741 Stock Exchange
Talbott L Simonds 300 shs SPDR Gold 12/10/2013 36,569 Stock Exchange
Talbott L Simonds 300 shs Vanguard Dividend Appreciation 12/10/2013 22,145 Stock Exchange
Total 2013 Stock Contributions - Talbott L. Simonds 80,455
STATEMENT 21 Form 8868 I Application for Extension of Time To File an I (Rev. January 2014) ` Exempt Organization Return OMB No. 1545-1709 11o File a separate application for each return. Department of the Treasury I Internal Revenue Service ► Information about Form 8868 and its instructions is at www. irs.gov/form8868.
• If you are filing for an Automatic 3-Month Extension , complete only Part I and check this box ...... ► • If you are filing for an Additional (Not Automatic) 3-Month Extension, complete only Part II (on page 2 of this form) Do not complete Part ll unless you have already been granted an automatic 3-month extension on a previously filed Form 8868. Electronic filing (e-fle). You can electronically file Form 8868 if you need a 3-month automatic extension of time to file (6 months for a corporation required to file Form 990-T), or an additional (not automatic) 3-month extension of time. You can electronically file Form 8868 to request an extension of time to file any of the forms listed in Part I or Part II with the exception of Form 8870, Information Return for Transfers Associated With Certain Personal Benefit Contracts, which must be sent to the IRS in paper format (see instructions). For more details on the electronic filing of this form, visit www.ns. ov/efile and click on e-file for Chant/es & Nonprofits. Part I Automatic 3-Month Extension of Time. Only submit original (no copies needed). A corporation required to file Form 990•T and requesting an automatic 6-month extension - check this box and complete Part I only ...... - .-...... - 0,- 0 All other corporations (including 1120-C filers), partnerships, REM/Cs, and trusts must use Form 7004 to request an extension of time to file income tax returns. 0...,,.::r__._ _..-- Type or Name of exempt organization or other filer, see instructions. Employer Identification number (EIN) or print HILLMAN FAMILY FOUNDATIONS 25-6065959 File by the due date for Number, street, and room or suite no. If a P O. box, see instructions. Social security number (SSN) filing your 330 GRANT STREET , SUITE 2000 return See Instructions. City, town or post office, state, and ZIP code. For a foreign address, see instructions. PITTSBURGH. PA 15219
Enter the Return code for the return that this application is for (file a separate application for each return) 5-51
Application Return Application Return Is For Code Is For Code Form 990 or Form 990-EZ 01 Form 990-T (corporation) 07 Form 990-BL 02 Form 1041-A 08 Form 4720 individua 03 Form 4720 (other than individual) 09 Form 990-PF 04 Form 5227 10 Form 990-T sec. 401 a or 408(a) trust) 05 Form 6069 11 Form 990-T (trust other than above) 06 Form 8870 12 DAVID K. ROGER • The books are in the care of ► 330 GRANT STREET , SUITE 2000 - PITTSBURGH , PA 15 219 Telephone No 412-338 - 3466 FaxNo. ► 412-338-3463 the • If the organization does not have an office or place of business in United States , check this box. ► Q • If this is for a Group Return , enter the organization 's four digit Group Exemption Number (GEN) . If this is for the whole group, check this box ► EJ. If it is for part of the group, check this box ► 0 and attach a list with the names and EINs of all members the extension is for. 1 I request an automatic 3-month (6 months for a corporation required to file Form 990-1) extension of time until AUGUST 15 , 2014 , to file the exempt organization return for the organization named above. The extension is for the organization 's return for: ► ® calendar year 2 013 or - ► tax year beginning , and ending
2 If the tax year entered in line 1 is for less than 12 months, check reason : Q Initial return Q Final return Q Change in accounting period 3a If this application is for Forms 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any
b If this application is for Forms 990-PF, 990-T, 4720, or 6069, enter any refundable credits and estimated tax payments made. Include any prior year overpayment allowed as a credit. 1 c Balance due. Subtract line 3b from line 3a. Include your payment with this form, if required,
Caution. If you are going to make an electronic funds withdrawal (direct debit) with this Form 8868, see Form 8453-EO and Form 8879-EO for payment instructions. LHA For Privacy Act and Paperwork Reduction Act Notice, see Instructions. Form 8868 (Rev. 1.2014) 323841 12-31-13
11370512 798870 J49672 2013.03040 HILLMAN FAMILY FOUNDATIONS J496721 Form 8868 (Rev. 1 -2014) Page 2 • If you are filing for an Additional (Not Automatic) 3-Month Extension , complete only Part II and check this box ► Note. Only complete Part II if you have already been granted an automatic 3-month extension on a previously filed Form 8868. • If you are filing for an Automatic 3-Month Extension, complete only Part I (on page 1) Part II Additional (Not Automatic) 3-Month Extension of Time. Only file the original (no copies needed).
Type or Name of exempt organization or other filer, see instructions. Employer identification number (El N) or print iiebythe HILLMAN FAMILY FOUNDATIONS 25-6065959 due date for Number, street, and room or suite no. If a P.O. box, see instructions. Social security number (SSN) filing your return. See 330 GRANT STREET , SUITE 2000 Instructions. City , town or post office, state, and ZIP code. For a foreign address, see instructions. ITTSBURGH. PA 15219
Enter the Return code for the return that this application is for (file a separate application for each return) 0 4
Application Return Application Return Is For Code Is For Code Form 990 or Form 990-EZ 01 Form 990-BL 02 Form 1041-A 08 Form 4720 (individual) 03 Form 4720 (other thaIndividual 09 Form 990-PF 04 Form 5227 10 Form 990-T (sec. 401 a or 408(a) trust) 05 Form 6069 11 Form 990-T (trust other than above) 06 Form 8870 12 STOPI Do not complete Part II if you were not already granted an automatic 3-month extension on a previously filed Form 8868. DAVID K. ROGER • The books are in the care of ► 330 GRANT STREET, SUITE 2000 - PITTSBURGH, PA 15 219 412-338-3466 FaxNo. ► 412-338-3463 • If the organization does not have an office or place of business in the United States, check this box ...... ► [] • If this is for a Group Return, enter the organization's four digit Group Exemption Number (GEN) . If this is for the whole group, check this box ► . If it is for part of the group, check this box ► 0 and attach a list with the names and EINs of all members the extension is for 4 I request an additional 3-month extension of time until NOVEMBER 15, 2014 . 5 For calendar year 2 013 , or other tax year beginning , and ending 6 If the tax year entered In line 5 is for less than 12 months, check reason: El Initial return Q Final return 0 Change in accounting period 7 State in detail why you need the extension ADDITIONAL TIME IS NEEDED TO FILE A COMPLETE AND ACCURATE RETURN.
8a If this application is for Forms 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any nonrefundable credits. See instructions . 8a $ 494 , 251. b If this application is for Forms 990-PF, 990-T, 4720, or 6069 , enter any refundable credits and estimated tax payments made . Include any pnor year overpayment allowed as a credit and any amount paid previously with Form 8868 . 8b $ 494.251. C Balance due . Subtract line 8b from line 8a. Include your payment with this form, if required , by using EFTPS (Electronic Federal Tax Payment System). See instructions. 8c $ 0. Signature and Verification must be completed for Part 11 only. Under penalties of perjury, I declare that I have examined this form, including accompanying schedules and statements , and to the best of my knowledge and belief, it is true, correct, and complete , and that I am authorized to prepare this form.
Swnature ► Title ► CPA Date ► Form 8868 (Rev 1-2014)
323842 12-31-13
11210806 798870 J49672 2013.04010 HILLMAN FAMILY FOUNDATIONS J49672_1