EXTENDED TO NOVEMBER 15, 2018 Return of Private Foundation OMB No. 1545‐0052 Form 990‐PF or Section 4947(a)(1) Trust Treated as Private Foundation Department of the Treasury | Do not enter social security numbers on this form as it may be made public. 2017 Internal Revenue Service | Go to www.irs.gov/Form990PF for instructions and the latest information. Open to Public Inspection For calendar year 2017 or tax year beginning , and ending Name of foundation A Employer identification number
THE HEINZ ENDOWMENTS 25‐1721100 Number and street (or P.O. box number if mail is not delivered to street address) Room/suite B Telephone number 30 EQT TOWER, 625 LIBERTY AVENUE (412) 281‐5777 City or town, state or province, country, and ZIP or foreign postal code C If exemption application is pending, check here~| PITTSBURGH, PA 15222‐3115 G Check all that apply: Initial return Initial return of a former public charity D 1. Foreign organizations, check here ~~| Final return Amended return 2. Foreign organizations meeting the 85% test, Address change Name change check here and attach computation ~~~~| H Check type of organization: X Section 501(c)(3) exempt private foundation E If private foundation status was terminated Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation under section 507(b)(1)(A), check here ~| I Fair market value of all assets at end of yearJ Accounting method: X Cash Accrual F If the foundation is in a 60‐month termination (from Part II, col. (c), line 16) Other (specify) under section 507(b)(1)(B), check here ~| | $ 1,682,794,483. (Part I, column (d) must be on cash basis.) Part I Analysis of Revenue and Expenses (a) Revenue and (b) Net investment (c) Adjusted net (d) Disbursements (The total of amounts in columns (b), (c), and (d) may not for charitable purposes necessarily equal the amounts in column (a).) expenses per books income income (cash basis only) 1 Contributions, gifts, grants, etc., received ~~~
2 Check | X if the foundation is not required to attach Sch. B Interest on savings and temporary 3 cash investments ~~~~~~~~~~~~~~ 4 Dividends and interest from securities~~~~~ 7,299,778. 19,243,427. STATEMENT 1 5a Gross rents ~~~~~~~~~~~~~~~~ b Net rental income or (loss) 6a Net gain or (loss) from sale of assets not on line 10 ~~ 91,287,307. Gross sales price for all b assets on line 6a ~~ 0. 7 Capital gain net income (from Part IV, line 2) ~~~~~ 104,166,170.
Revenue 8 Net short‐term capital gain ~~~~~~~~~ 9 Income modifications~~~~~~~~~~~~ Gross sales less returns 10a and allowances ~~~~ b Less: Cost of goods sold ~ c Gross profit or (loss) ~~~~~~~~~~~~ 11 Other income ~~~~~~~~~~~~~~~ 1,670,510. 2,225,992. 0.STATEMENT 2 12 Total. Add lines 1 through 11 100,257,595.125,635,589. 0. 13 Compensation of officers, directors, trustees, etc.~~~ 1,243,360. 124,669. 0. 1,118,691. 14 Other employee salaries and wages~~~~~~ 4,062,298. 343,384. 0. 3,718,914. 15 Pension plans, employee benefits ~~~~~~ 4,019,867. 321,590. 0. 3,698,277. 16a Legal fees~~~~~~~~~~~~~~~~~STMT 3 218,151. 62,256. 0. 155,895. b Accounting fees ~~~~~~~~~~~~~~STMT 4 70,000. 35,000. 0. 35,000. c Other professional fees ~~~~~~~~~~~STMT 5 3,157,558. 2,837,029. 0. 320,529. 17 Interest ~~~~~~~~~~~~~~~~~~STMT 15 1,448,808. 18 Taxes~~~~~~~~~~~~~~~~~~~STMT 6 2,086,435. 1,048,229. 0. 0. 19 Depreciation and depletion ~~~~~~~~~ 640,890. 51,271. 0. 20 Occupancy ~~~~~~~~~~~~~~~~ 834,926. 66,794. 0. 768,132. 21 Travel, conferences, and meetings ~~~~~~ 308,592. 17,950. 0. 290,642. 22 Printing and publications ~~~~~~~~~~ 502. 0. 0. 502. 23 Other expenses ~~~~~~~~~~~~~~STMT 7 1,961,319. 9,340,247. 0. 1,915,517. 24 Total operating and administrative expenses. Add lines 13 through 23 ~~~~~ 18,603,898. 15,697,227. 0. 12,022,099.
Operating and Administrative Expenses 25 Contributions, gifts, grants paid ~~~~~~~ 57,153,700. 57,153,700. 26 Total expenses and disbursements. Add lines 24 and 25 75,757,598. 15,697,227. 0. 69,175,799. 27 Subtract line 26 from line 12: a Excess of revenue over expenses and disbursements ~ 24,499,997. b Net investment income (if negative, enter ‐0‐)~~~ 109,938,362. c Adjusted net income (if negative, enter ‐0‐) 0. 723501 01‐03‐18 LHA For Paperwork Reduction Act Notice, see instructions. Form 990‐PF (2017) 1 10431112 798870 04542.00T 2017.04030 THE HEINZ ENDOWMENTS 04542_01 Form 990‐PF (2017) THE HEINZ ENDOWMENTS 25‐1721100 Page 2 Beginning of year End of year Part II Balance Sheets Attached schedules and amounts in the description column should be for end‐of‐year amounts only. (a) Book Value (b) Book Value (c) Fair Market Value 1 Cash ‐ non‐interest‐bearing ~~~~~~~~~~~~~~~~~~ 41,618. 61,578. 61,578. 2 Savings and temporary cash investments ~~~~~~~~~~~~ 71,844,584. 13,304,727. 13,304,727. 3 Accounts receivable 9 4,672. Less: allowance for doubtful accounts 9 22,230. 4,672. 4,672. 4 Pledges receivable 9 Less: allowance for doubtful accounts 9 5 Grants receivable ~~~~~~~~~~~~~~~~~~~~~~~ 6 Receivables due from officers, directors, trustees, and other disqualified persons ~~~~~~~~~~~~~~~~~~~~~~ 7 Other notes and loans receivable ~~~~~~~~9 20,833,333. Less: allowance for doubtful accounts 9 0. 17,775,000. 20,833,333. 20,833,333. 8 Inventories for sale or use ~~~~~~~~~~~~~~~~~~~ 9 Prepaid expenses and deferred charges ~~~~~~~~~~~~~
Assets 10a Investments ‐ U.S. and state government obligations ~~~~~~~ b Investments ‐ corporate stock ~~~~~~~~~~~~~~~~~STMT 8 363,317,695. 359,838,889. 618,263,965. c Investments ‐ corporate bonds ~~~~~~~~~~~~~~~~~ 45,254,826. 0. 0. 11 Investments ‐ land, buildings, and equipment: basis ~~9 4,547,185. 1,786,181. 3,217,925. 2,761,004. 2,761,004. Less: accumulated depreciation ~~~~~~~~9 12 Investments ‐ mortgage loans ~~~~~~~~~~~~~~~~~ 13 Investments ‐ other ~~~~~~~~~~~~~~~~~~~~~~ 14 Land, buildings, and equipment: basis 9 Less: accumulated depreciation ~~~~~~~~9 15 Other assets (describe 9 STATEMENT 9 ) 657,389,051. 786,556,767. 1,027,565,204. 16 Total assets (to be completed by all filers ‐ see the instructions. Also, see page 1, item I) 1,158,862,929. 1,183,360,970. 1,682,794,483. 17 Accounts payable and accrued expenses ~~~~~~~~~~~~~ 1,956. 0. 18 Grants payable ~~~~~~~~~~~~~~~~~~~~~~~~ 34,721,133. 27,720,977. 19 Deferred revenue ~~~~~~~~~~~~~~~~~~~~~~~ 20 Loans from officers, directors, trustees, and other disqualified persons ~~~~ 21 Mortgages and other notes payable ~~~~~~~~~~~~~~~ Liabilities 22 Other liabilities (describe 9 )
23 Total liabilities (add lines 17 through 22) 34,723,089. 27,720,977. Foundations that follow SFAS 117, check here ~~~~ 9 X and complete lines 24 through 26, and lines 30 and 31. 24 Unrestricted ~~~~~~~~~~~~~~~~~~~~~~~~~ 1,124,139,840. 1,155,639,993. 25 Temporarily restricted ~~~~~~~~~~~~~~~~~~~~~ 26 Permanently restricted~~~~~~~~~~~~~~~~~~~~~ Foundations that do not follow SFAS 117, check here ~ 9 and complete lines 27 through 31. 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 assets or fund balances~~~~~~~~~~~~~~~~ 1,124,139,840. 1,155,639,993. Net Assets or Fund Balances
31 Total liabilities and net assets/fund balances 1,158,862,929. 1,183,360,970. Part III Analysis of Changes in Net Assets or Fund Balances
1 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 1,124,139,840. 2 Enter amount from Part I, line 27a ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2 24,499,997. 3 Other increases not included in line 2 (itemize) 9 ADJUSTMENT FOR CASH‐BASIS GRANTS 3 7,000,156. 4 Add lines 1, 2, and 3 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4 1,155,639,993. 5 Decreases not included in line 2 (itemize) 9 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 1,155,639,993. Form 990‐PF (2017) 723511 01‐03‐18 2 10431112 798870 04542.00T 2017.04030 THE HEINZ ENDOWMENTS 04542_01 Form 990‐PF (2017) THE HEINZ ENDOWMENTS 25‐1721100 Page 3 Part IV Capital Gains and Losses for Tax on Investment Income (a) List and describe the kind(s) of property sold (for example, real estate, (b) How acquired (c) Date acquired (d) Date sold P ‐ Purchase 2‐story brick warehouse; or common stock, 200 shs. MLC Co.) D ‐ Donation (mo., day, yr.) (mo., day, yr.) 1a b SEE ATTACHED STATEMENT c d e (e) Gross sales price (f) Depreciation allowed (g) Cost or other basis (h) Gain or (loss) (or allowable) plus expense of sale ((e) plus (f) minus (g)) a b c d e 104,166,170. Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69. (l) 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) FMV as of 12/31/69 as of 12/31/69 over col. (j), if any a b c d e 104,166,170. rIf gain, also enter in Part I, line 7 p 2 Capital gain net income or (net capital loss) sqIf (loss), enter ‐0‐ in Part I, line 7 ~~~~~~ om 2 104,166,170. 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). p If (loss), enter ‐0‐ in Part I, line 8 om 3 Part V Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income (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 X No If "Yes," the foundation doesn't 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) (b) (c) (d) Base period years Distribution ratio Calendar year (or tax year beginning in) Adjusted qualifying distributions Net value of noncharitable‐use assets (col. (b) divided by col. (c)) 2016 75,240,745. 1,477,148,880. .050936 2015 78,620,984. 1,558,859,521. .050435 2014 82,495,144. 1,588,009,043. .051949 2013 70,948,367. 1,495,482,497. .047442 2012 67,984,171. 1,394,502,894. .048752
2 Total of line 1, column (d)~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2 .249514 3 Average distribution ratio for the 5‐year base period ‐ divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3 .049903
4 Enter the net value of noncharitable‐use assets for 2017 from Part X, line 5 ~~~~~~~~~~~~~~~~~~~~~ 4 1,552,508,040.
5 Multiply line 4 by line 3 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 5 77,474,809.
6 Enter 1% of net investment income (1% of Part I, line 27b) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6 1,099,384.
7 Add lines 5 and 6 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7 78,574,193.
8 Enter qualifying distributions from Part XII, line 4~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 8 73,962,933. 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.
723521 01‐03‐18 Form 990‐PF (2017) 3 10431112 798870 04542.00T 2017.04030 THE HEINZ ENDOWMENTS 04542_01 Form 990‐PF (2017) THE HEINZ ENDOWMENTS 25‐1721100 Page 4 Part VI Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948 ‐ see instructions) 1a Exempt operating foundations described in section 4940(d)(2), check here | and enter "N/A" on line 1. p Date of ruling or determination letter: (attach copy of letter if necessary‐see instructions) n b Domestic foundations that meet the section 4940(e) requirements in Part V, check here | and enter 1% mn 1 2,198,767. of Part I, line 27b~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ n c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations, enter 4% of Part I, line 12, col. (b). on 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 2,198,767. 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 2,198,767. 6 Credits/Payments: a 2017 estimated tax payments and 2016 overpayment credited to 2017 ~~~~~~~~ 6a 1,836,932. b Exempt foreign organizations ‐ tax withheld at source ~~~~~~~~~~~~~~~~ 6b 0. c Tax paid with application for extension of time to file (Form 8868) ~~~~~~~~~~ 6c 75,000. d Backup withholding erroneously withheld ~~~~~~~~~~~~~~~~~~~~~ 6d 0. 7 Total credits and payments. Add lines 6a through 6d ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 7 1,911,932. 8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached ~~~~~~~~~~~~~ 8 0. 9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed ~~~~~~~~~~~~~~~~~~~~ | 9 286,835. 10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid | 10 11 Enter the amount of line 10 to be: Credited to 2018 estimated tax | Refunded | 11 Part VII‐A Statements Regarding Activities 1a 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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1a X b Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions for the definition~~~~ 1b X If the answer is "Yes" to 1a or 1b, 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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1c 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. 9 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 X 9 Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2017 or the tax year beginning in 2017? See the instructions for Part XIV. If "Yes," complete Part XIV ~~~~~~~~~~~~~~~~ 9 X 10 Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses 10 X Form 990‐PF (2017)
723531 01‐03‐18 4 10431112 798870 04542.00T 2017.04030 THE HEINZ ENDOWMENTS 04542_01 Form 990‐PF (2017) THE HEINZ ENDOWMENTS 25‐1721100 Page 5 Part VII‐A Statements Regarding Activities (continued) Yes No 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 | WWW.HEINZ.ORG 14 The books are in care of | EDWARD KOLANO Telephone no. |412‐281‐5777 Located at | 625 LIBERTY AVENUE 30TH FLOOR, PITTSBURGH, PA ZIP+4 |15222‐3115 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 2017, 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 FinCEN Form 114. 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 1a 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? ~~~~~~~~~~~~~~ Yes X No (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes X No (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ~~~~~~~~~~~~~ Yes X No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ~~~~~~~~~~~~~~PART VIII X Yes 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 X 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 X No b If any answer is "Yes" to 1a(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 ~~~~~~~~~~~~~~~~~~~~~ | c Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts, that were not corrected before the first day of the tax year beginning in 2017?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 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(j)(3) or 4942(j)(5)): a At the end of tax year 2017, did the foundation have any undistributed income (lines 6d and 6e, Part XIII) for tax year(s) beginning before 2017? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes X 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 toany of 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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes X No b If "Yes," did it have excess business holdings in 2017 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 2017.) ~~~~~~~~~~~~~~~~~~~~~~~~~~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 2017? 4b X Form 990‐PF (2017)
723541 01‐03‐18 5 10431112 798870 04542.00T 2017.04030 THE HEINZ ENDOWMENTS 04542_01 Form 990‐PF (2017) THE HEINZ ENDOWMENTS 25‐1721100 Page 6 Part VII‐B Statements Regarding Activities for Which Form 4720 May Be Required (continued) 5a During the year, did the foundation pay or incur any amount to: Yes No (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?~~~~~~~~~~~~~ Yes X No (2) Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes X No (3) Provide a grant to an individual for travel, study, or other similar purposes? ~~~~~~~~~~~~~~~~~ Yes X No (4) Provide a grant to an organization other than a charitable, etc., organization described in section 4945(d)(4)(A)? See instructions ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~SEE STATEMENT 17 X Yes 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? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes X 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 ~~~~~~~~~~~~~~~~~~~~~~~~ 5b X Organizations relying on a current notice regarding disaster assistance, check here ~~~~~~~~~~~~~~~~~~~~~ | 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?~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~SEE STATEMENT 17 X Yes 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 X No b Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ~~~~~~~~~~~~~~~~ 6b 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? ~~~~~~~~~ Yes X No b If "Yes," did the foundation receive any proceeds or have any net income attributable to the transaction? N/A 7b Part VIII Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors 1 List all officers, directors, trustees, and foundation managers and their compensation. (b) Title, and average (c) Compensation (d) Contributions to (e) Expense employee benefit plans (a) Name and address hours per week devoted (If not paid, and deferred account, other to position enter ‐0‐) compensation allowances
SEE STATEMENT 10 1,243,360.199,585. 7,800.
2 Compensation of five highest‐paid employees (other than those included on line 1). If none, enter "NONE." (b) Title, and average (d) Contributions to (e) Expense employee benefit plans (a) Name and address of each employee paid more than $50,000 hours per week (c) Compensation and deferred account, other devoted to position compensation allowances JANET L. SARBAUGH ‐ 30 EQT TOWER, VICE PRESIDENT, CREATIVITY 625 LIBERTY AVENUE, PITTSBURGH, PA 40.00+ 259,396. 60,930. 3,860. ANDREW S. MCELWAINE ‐ 30 EQT TOWER, VICE PRESIDENT, SUSTAINABILITY 625 LIBERTY AVENUE, PITTSBURGH, PA 40.00+ 253,708. 52,820. 5,160. MICHELLE M. FIGLAR ‐ 30 EQT TOWER, VICE PRESIDENT‐ LEARNING 625 LIBERTY AVENUE, PITTSBURGH, PA 40.00+ 247,360. 52,980. 3,860. JOHN M. ELLIS ‐ 30 EQT TOWER, 625 VICE PRESIDENT, COMMUNICATIONS LIBERTY AVENUE, PITTSBURGH, PA 15222 40.00+ 231,828. 57,795. 3,860. STANLEY W. THOMPSON ‐ 30 EQT TOWER, PROGRAM DIRECTOR 625 LIBERTY AVENUE, PITTSBURGH, PA 40.00+ 223,644. 57,855. 3,860. Total number of other employees paid over $50,000 | 25 Form 990‐PF (2017)
723551 01‐03‐18 6 10431112 798870 04542.00T 2017.04030 THE HEINZ ENDOWMENTS 04542_01 Form 990‐PF (2017) THE HEINZ ENDOWMENTS 25‐1721100 Page 7 Part VIII Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors (continued) 3 Five highest‐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 CAMBRIDGE ASSOCIATES INVESTMENT 125 HIGH STREET, BOSTON, MA 02110 CONSULTANT 2,106,667. REED SMITH, LLP 225 FIFTH AVENUE, PITTSBURGH, PA 15222 LEGAL ADVISOR 279,799. PROPULSION SQUARED 665 BERNE STREET SE, ATLANTA, GA 30312 CONSULTANT 234,561. HHR ASSET MANAGEMENT ‐ 400 CONNELL DRIVE, SUITE 5100, BERKELY HEIGHTS, NJ 07922 INVESTMENT ADVISOR 228,051. HARRIS ASSOCIATES, LP ‐ 111 SOUTH WACKER DRIVE, SUITE 4600, CHICAGO, IL 60606 INVESTMENT ADVISOR 195,596. Total number of others receiving over $50,000 for professional services 9 21 Part IX‐A Summary of Direct Charitable Activities List the foundation's four largest direct charitable activities during the tax year. Include relevant statistical information such as the Expenses number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. 1 25 YEARS OF LEADERSHIP DOCUMENTARY
168,476. 2 PUBLICATION OF "H" MAGAZINE. 5,000 PRINT COPIES PLUS WEB ACCESS TO HIGHLIGHT ISSUES OF PUBLIC INTEREST. 123,209. 3 SUMMER INTERN PROGRAM. TWELVE YOUTHS ARE EDUCATED ABOUT PHILANTHROPY IN THE GREATER PITTSBURGH REGION. 59,424. 4 BREATHE COMMUNICATIONS. EDUCATION CAMPAIGN TO CREATE AWARENESS OF THE AIR QUALITY IN THE GREATER PITTSBURGH REGION. 16,672. Part IX‐B 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 1 FOR CONTINUED SUPPORT OF THE DEVELOPMENT OF PROPERTY OWNED BY ALMONO, LP IN HAZELWOOD, INCLUDING PLANNING AND INSTALLATION OF CERTAIN INFRASTRUCTURE. 3,333,333. 2
SEE STATEMENT 19 1,155,600. All other program‐related investments. See instructions. 3 NONE
0. Total. Add lines 1 through 3 J 4,488,933. Form 990‐PF (2017)
723561 01‐03‐18 7 10431112 798870 04542.00T 2017.04030 THE HEINZ ENDOWMENTS 04542_01 Form 990‐PF (2017) THE HEINZ ENDOWMENTS 25‐1721100 Page 8
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 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1a 1,533,389,695. b Average of monthly cash balances ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1b 39,587,069. c Fair market value of all other assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1c 3,173,530. d Total (add lines 1a, b, and c) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1d 1,576,150,294. e Reduction claimed for blockage or other factors reported on lines 1a and 1c (attach detailed explanation) ~~~~~~~~~~~~~~~~~~~~~~ 1e 0. 2 Acquisition indebtedness applicable to line 1 assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2 0. 3 Subtract line 2 from line 1d~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3 1,576,150,294. 4 Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see instructions) ~~~~~~~~ 4 23,642,254. 5 Net value of noncharitable‐use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4 ~~~~~~~~~~ 5 1,552,508,040. 6 Minimum investment return. Enter 5% of line 5 6 77,625,402. Part XI Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations, check here 9 and do not complete this part.) 1 Minimum investment return from Part X, line 6 1 77,625,402. 2a Tax on investment income for 2017 from Part VI, line 5 ~~~~~~~~~~~ 2a 2,198,767. b Income tax for 2017. (This does not include the tax from Part VI.) ~~~~~~~ 2b 154,213. c Add lines 2a and 2b ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2c 2,352,980. 3 Distributable amount before adjustments. Subtract line 2c from line 1 ~~~~~~~~~~~~~~~~~~~~~~~ 3 75,272,422. 4 Recoveries of amounts treated as qualifying distributions~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4 1,541,759. 5 Add lines 3 and 4 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 5 76,814,181. 6 Deduction from distributable amount (see instructions) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6 0. 7 Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 7 76,814,181.
Part XII 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 ~~~~~~~~~~~~~~~~~~~~~~ 1a 69,175,799. b Program‐related investments ‐ total from Part IX‐B ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1b 4,488,933. 2 Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc., purposes~~~~~~~~~ 2 298,201. 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 1a through 3b. Enter here and on Part V, line 8; and Part XIII, line 4~~~~~~~~~ 4 73,962,933. 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 0. 6 Adjusted qualifying distributions. Subtract line 5 from line 4 ~~~~~~~~~~~~~~~~~~~~~~~~~~~ 6 73,962,933. 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 (2017)
723571 01‐03‐18 8 10431112 798870 04542.00T 2017.04030 THE HEINZ ENDOWMENTS 04542_01 Form 990‐PF (2017) THE HEINZ ENDOWMENTS 25‐1721100 Page 9
Part XIII Undistributed Income (see instructions)
(a) (b) (c) (d) Corpus Years prior to 2016 2016 2017 1 Distributable amount for 2017 from Part XI, line 7 ~~~~~~~~~~~~~~~~~ 76,814,181. 2 Undistributed income, if any, as of the end of 2017: a Enter amount for 2016 only ~~~~~~~ 14,280,415. b Total for prior years: , , 0. 3 Excess distributions carryover, if any, to 2017: aFrom 2012 ~~~ bFrom 2013 ~~~ c From 2014 ~~~ dFrom 2015 ~~~ eFrom 2016 ~~~ f Total of lines 3a through e ~~~~~~~~ 0. 4 Qualifying distributions for 2017 from Part XII, line 4: 9 $ 73,962,933. aApplied to 2016, but not more than line 2a ~ 14,280,415. 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 2017 distributable amount ~~~ 59,682,518. eRemaining amount distributed out of corpus 0. 5 Excess distributions carryover applied to 2017 ~~ 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 ~~ 0. bPrior 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. dSubtract line 6c from line 6b. Taxable amount ‐ see instructions ~~~~~~~~ 0. eUndistributed income for 2016. Subtract line 4a from line 2a. Taxable amount ‐ see instr.~ 0. f Undistributed income for 2017. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2018 ~~~~~~~~~~ 17,131,663. 7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required ‐ see instructions) ~~~~ 0. 8 Excess distributions carryover from 2012 not applied on line 5 or line 7 ~~~~~~~ 0. 9 Excess distributions carryover to 2018. Subtract lines 7 and 8 from line 6a ~~~~ 0. 10 Analysis of line 9: aExcess from 2013~ bExcess from 2014~ c Excess from 2015~ dExcess from 2016~ eExcess from 2017 723581 01‐03‐18 Form 990‐PF (2017) 9 10431112 798870 04542.00T 2017.04030 THE HEINZ ENDOWMENTS 04542_01 Form 990‐PF (2017) THE HEINZ ENDOWMENTS 25‐1721100 Page 10 Part XIV Private 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 2017, enter the date of the ruling ~~~~~~~~~~~ 9 b Check box to indicate whether the foundation is a private operating foundation described in section ~~~ 4942(j)(3) or 4942(j)(5) 2 a Enter the lesser of the adjusted net Tax year Prior 3 years income from Part I or the minimum (a) 2017 (b) 2016 (c) 2015 (d) 2014 (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~~~~ 3 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(j)(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 $5,000 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).) NONE 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 9 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., to individuals or organizations under other conditions, complete items 2a, b, c, and d. a The name, address, and telephone number or email address of the person to whom applications should be addressed: SEE STATEMENT 14
b The form in which applications should be submitted and information and materials they should include: SEE STATEMENT 14 c Any submission deadlines: SEE STATEMENT 14 d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors: SEE STATEMENT 14
723601 01‐03‐18 Form 990‐PF (2017) 10 10431112 798870 04542.00T 2017.04030 THE HEINZ ENDOWMENTS 04542_01 Form 990‐PF (2017) THE HEINZ ENDOWMENTS 25‐1721100 Page 11 Part XV Supplementary Information (continued) 3 Grants and Contributions Paid During the Year or Approved for Future Payment Recipient If recipient is an individual, show any relationship to Foundation Purpose of grant or status of contribution Amount Name and address (home or business) any foundation manager or substantial contributor recipient a Paid during the year
SEE STATEMENT 13 57,153,700.
Total 9 3a 57,153,700. b Approved for future payment
SEE STATEMENT 13 27,720,977.
Total 9 3b 27,720,977. Form 990‐PF (2017) 723611 01‐03‐18 11 10431112 798870 04542.00T 2017.04030 THE HEINZ ENDOWMENTS 04542_01 Form 990‐PF (2017) THE HEINZ ENDOWMENTS 25‐1721100 Page 12 Part XVI‐A Analysis of Income‐Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e) (c) (a) (b) Exclu‐ (d) Related or exempt Business Amount sion 1 Program service revenue: code code Amount function income a REFUNDED GRANTS 1,541,759. b c d e f g Fees and contracts from government agencies ~~~ 2 Membership dues and assessments ~~~~~~~~~ 3 Interest on savings and temporary cash investments ~~~~~~~~~~~~~~~~~~~~ 4 Dividends and interest from securities ~~~~~~~~ 14 7,299,778. 5 Net rental income or (loss) from real estate: a Debt‐financed property ~~~~~~~~~~~~~ b Not debt‐financed property ~~~~~~~~~~~~ 6 Net rental income or (loss) from personal property ~~~~~~~~~~~~~~~~~~~~~ 7 Other investment income ~~~~~~~~~~~~~~ 900003 505,077. 14 <376,326.> 8 Gain or (loss) from sales of assets other than inventory ~~~~~~~~~~~~~~~~~~~ 18 91,287,307. 9 Net income or (loss) from special events ~~~~~~~ 10 Gross profit or (loss) from sales of inventory ~~~~~ 11 Other revenue: a b c d e 12 Subtotal. Add columns (b), (d), and (e) ~~~~~~~~ 505,077. 98,210,759. 1,541,759. 13 Total. Add line 12, columns (b), (d), and (e) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 13 100,257,595. (See worksheet in line 13 instructions to verify calculations.) Part XVI‐B Relationship of Activities to the Accomplishment of Exempt Purposes
Line No. Explain below how each activity for which income is reported in column (e) of Part XVI‐A contributed importantly to the accomplishment of < the foundation's exempt purposes (other than by providing funds for such purposes). 1A INCOME RECOGNIZED UPON RECEIPT OF REFUNDS OF GRANTS WHICH WERE PREVIOUSLY REPORTED AS QUALIFYING DISTRIBUTIONS. GRANT‐MAKING TO WORTHY CHARITABLE ORGANIZATIONS IS THE PRIMARY EXEMPT PURPOSE OF THE ENDOWMENT.
723621 01‐03‐18 Form 990‐PF (2017) 12 10431112 798870 04542.00T 2017.04030 THE HEINZ ENDOWMENTS 04542_01 Form 990‐PF (2017) THE HEINZ ENDOWMENTS 25‐1721100 Page 13 Part XVII Information Regarding Transfers to and Transactions and Relationships With Noncharitable Exempt Organizations 1 Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) Yes No (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? a Transfers from the reporting foundation to a noncharitable exempt organization of: (1) Cash ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1a(1) X (2) Other assets~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1a(2) X b Other transactions: (1) Sales of assets to a noncharitable exempt organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1b(1) X (2) Purchases of assets from a noncharitable exempt organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1b(2) X (3) Rental of facilities, equipment, or other assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1b(3) X (4) Reimbursement arrangements~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1b(4) X (5) Loans or loan guarantees ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1b(5) X (6) Performance of services or membership or fundraising solicitations ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1b(6) X c Sharing of facilities, equipment, mailing lists, other assets, or paid employees ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 1c X d 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 column (d) the value of the goods, other assets, or services received. (a)Line no. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements 1C PENN LIBERTY HOLDING COMPANY SEE STATEMENT 11 1A 12,591.PENN LIBERTY HOLDING COMPANY
2a Is the foundation directly or indirectly affiliated with, or related to, one or more tax‐exempt organizations described in section 501(c) (other than section 501(c)(3)) or in section 527? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ X Yes No b If "Yes," complete the following schedule. (a) Name of organization (b) Type of organization (c) Description of relationship SECTION SEE STATEMENT 12 PENN LIBERTY HOLDING COMPANY 501(C)(2)
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge May the IRS discuss this and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. return with the preparer Sign shown below? See instr. Here = = VICE PRESIDENT X Yes No Signature of officer or trustee Date Title Print/Type preparer's name Preparer's signature Date Check if PTIN self‐ employed Paid MICHAEL M. COMSTOCK P00474378 Preparer Firm's name SISTERSON & CO. LLP Firm's EIN 25‐1467156 Use Only 9 9 Firm's address 9310 GRANT STREET SUITE 2100 PITTSBURGH, PA 15219 Phone no. 412‐281‐2025 Form 990‐PF (2017)
723622 01‐03‐18 13 10431112 798870 04542.00T 2017.04030 THE HEINZ ENDOWMENTS 04542_01 CONTINUATION FOR 990‐PF, PART IV THE HEINZ ENDOWMENTS 25‐1721100 PAGE 1 OF 1 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, (b) How acquired (c) Date acquired (d) Date sold P ‐ Purchase 2‐story brick warehouse; or common stock, 200 shs. MLC Co. D ‐ Donation (mo., day, yr.) (mo., day, yr.) 1a SEE STATEMENT 18 P VARIOUS 12/31/17 b LIQUIDATION OF GRAHAM PARTNERS II (AIV I HOLDCO) P VARIOUS 12/31/17 c LIQUIDATION OF GRAHAM PARTNERS II (AIV I HOLDCO) P VARIOUS 12/31/17 d LIQUIDATION OF CENTERBRIDGE CAPITAL PARTNERS AIV P VARIOUS 12/31/17 e LIQUIDATION OF COLCHESTER GLOBAL BOND FUND P VARIOUS 12/31/17 f LIQUIDATION OF NGEN II, LP P VARIOUS 12/31/17 g LIQUIDATION OF NGEN II, LP P VARIOUS 12/31/17 h LIQUIDATION OF OCTAVIAN TE FUND, LP P VARIOUS 12/31/17 i DISTRIBUTION IN EXCESS OF BASIS‐ PERMIRA IV AND P P VARIOUS 12/31/17 j k l m n o (f) Depreciation allowed (g) Cost or other basis (h) Gain or (loss) (e) Gross sales price (or allowable) plus expense of sale (e) plus (f) minus (g) a 104,376,528. b 1,407. 0. 1,407. c 701. 0. 701. d 390,768. 1,009,056. <618,288.> e 49,338,939. 49,338,939. 0. f 3,829. 3,829. 0. g 1,915. 1,915. 0. h 224,479. 224,479. 0. i 405,822. 0. 405,822. j k l m n o Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Losses (from col. (h)) (j) Adjusted basis (k) Excess of col. (i) Gains (excess of col. (h) gain over col. (k), (i) F.M.V. as of 12/31/69 as of 12/31/69 over col. (j), if any but not less than "‐0‐") a 104,376,528. b 1,407. c 701. d <618,288.> e 0. f 0. g 0. h 0. i 405,822. j k l m n o
~~ If gain, also enter in Part I, line 7 ~~~~~~ 2 Capital gain net income or (net capital loss) iIf (loss), enter "‐0‐" in Part I, line 7 j 2 104,166,170. 3 Net short‐term capital gain or (loss) as defined in sections 1222(5) and (6): p If gain, also enter in Part I, line 8, column (c). m If (loss), enter "‐0‐" in Part I, line 8 o 3
723591 04‐01‐17 14 10431112 798870 04542.00T 2017.04030 THE HEINZ ENDOWMENTS 04542_01 IRC 965 Transition Tax Statement (Portable Document Format with a filename of '965 Tax')
Taxpayer Name: THE HEINZ ENDOWMENTS SSN/FEIN: 25‐1721100
Item Amount
Total amount required to be included in income by reason of section 965(a). Line 1 $ 796,184.
Aggregate foreign cash position, if applicable. Line 2 $
Total deduction under section 965(c). Line 3 $
Total deemed paid foreign taxes associated with the total amount required to be included in income by reason of section 965(a). Line 4a $
Total deemed paid foreign taxes disallowed pursuant to IRC 965(g)(1). Line 4b $
Total net tax liability under section 965 (as determined under section 965(h)(6), without regard to whether such paragraph is applicable), if applicable, which will be assessed. Line 5 $ 15,924.
Amount of the net tax liability under section 965 to be paid in installments under section 965(h), if applicable. Line 6 $
Amount of the net tax liability under section 965, the payment of which has been deferred, under section 965(i), if applicable. Line 7 $
Listing of applicable elections under section 965 or the election provided for in Notice 2018‐13 that the taxpayer has made, if applicable.
Provision Under Which Election is Made Title Attached (Y or N)
Election to Pay Net Tax Liability Section 965(h)(1) Under Section 965 in Installments N under Section 965(h)(1). S Corporation Shareholder Election Section 965(i)(1) to Defer payment of Net Tax Liability Under Section 965 Under N Section 965(i)(1) Statement for Real Estate Investment Trusts Electing Section 965(m)(1)(B) Deferred Inclusions Under Section N 951(a)(1) By Reason of Section 965 Under Section 965(m)(1)(B) Election Not to Apply Net Operating Section 965(n) Loss Deduction under section 965(n) N Election Under Section 3.02 of Notice 2018‐13 to Use Alternative Notice 2018‐13, Section 3.02 Method to Compute Post‐1986 N Earnings and Profits
Under penalties of perjury, I declare that I have examined this statement, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Signature of Taxpayer and/or Officer
715191 03‐16‐18 215 16171026 798870 04542.00T 2017.04030 THE HEINZ ENDOWMENTS 04542_01 OMB No. 1545‐1800 Form 8886 Reportable Transaction Disclosure Statement (Rev. March 2011) | Attach to your tax return. Attachment Department of the Treasury Sequence No. 137 Internal Revenue Service | See separate instructions. Name(s) shown on return (individuals enter last name, first name, middle initial) Identifying number
THE HEINZ ENDOWMENTS 25‐1721100 Number, street, and room or suite no. City or town, state, and ZIP code 30 EQT TOWER, 625 LIBERTY AVENUE PITTSBURGH, PA 15222‐3115 A If you are filing more than one Form 8886 with your tax return, sequentially number each Form 8886 and enter the statement number for this Form 8886 ~~~~~~~~~~~~~~~~~~~~~~~ | Statement number of B Enter the form number of the tax return to which this form is attached or related ~~~~~~~~~~~~~~~~~~~~~~ | 990‐PF Enter the year of the tax return identified above ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | 2017 Is this Form 8886 being filed with an amended tax return? | Yes X No C Check the box(es) that apply (see instructions). X Initial year filer Protective disclosure 1a Name of reportable transaction IRC SECTION 165 LOSS 1b Initial year participated in transaction 1c Reportable transaction or tax shelter registration number 2017 2 Identify the type of reportable transaction. Check all boxes that apply (see instructions). a Listed c Contractual protection e Transaction of interest b Confidential d X Loss 3 If you checked box 2a or 2e, enter the published guidance number for the listed transaction or transaction of interest ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ | 4 Enter the number of "same as or substantially similar" transactions reported on this form ~~~~~~~~~~~~~~~~~~~~~ | 1 5 If you participated in this reportable transaction through a partnership, S corporation, trust, and foreign entity, check the applicable boxes and provide the information below for the entity(s) (see instructions). (Attach additional sheets, if necessary.) a Type of entity ~~~~~~~~ | X Partnership Trust Partnership Trust S corporation Foreign S corporation Foreign b Name | OCTAVIAN TE FUND, LP c Employer identification number (EIN), if known | 20‐5685547 d Date Schedule K‐1 received from entity (enter "none" if Schedule K‐1 not received) ~~~~ | 10/10/2018 6 Enter below the name and address of each individual or entity to whom you paid a fee with regard to the transaction if that individual or entity promoted, solicited, or recommended your participation in the transaction, or provided tax advice related to the transaction. (Attach additional sheets, if necessary.) a Name Identifying number (if known) Fees paid $ Number, street, and room or suite no.
City or town, State, and ZIP code
b Name Identifying number (if known) Fees paid $ Number, street, and room or suite no.
City or town, State, and ZIP code
710811 04‐01‐17 LHA For Paperwork Reduction Act Notice, see separate instructions. Form 8886 (Rev. 3‐2011) 89 10431112 798870 04542.00T 2017.04030 THE HEINZ ENDOWMENTS 04542_01 THE HEINZ ENDOWMENTS 25‐1721100
Form 8886 (Rev. 3‐2011) Page 2 7 Facts a Identify the type of tax benefit generated by the transaction. Check all the boxes that apply (see instructions). Deductions Exclusions from gross income Absence of adjustments to basis Tax Credits X Capital loss Nonrecognition of gain Deferral Ordinary loss Adjustments to basis Other b Further describe the amount and nature of the expected tax treatment and expected tax benefits generated by the transaction for all affected years. Include facts of each step of the transaction that relate to the expected tax benefits including the amount and nature of your investment. Include in your description your participation in the transaction and all related transactions regardless of the year in which they were entered into. Also, include a description of any tax result protection with respect to the transaction. THE HEINZ ENDOWMENTS HOLDS AN INVESTMENT IN OCTAVIAN TE FUND, LP. DURING 2017, OCTAVIAN TE FUND, LP, THROUGH ITS INVESTMENT IN OCTAVIAN SPV, PARTICIPATED IN A SECTION 165 LOSS THAT EXCEEDED THE FORM 8886 FILING THRESHOLD FOR OCTAVIAN TE FUND, LP. THE HEINZ ENDOWMENTS SHARE OF THE SECTION 165 LOSS ASSOCIATED WITH THIS INVESTMENT IS ($13,889,090).
8 Identify all individuals and entities involved in the transaction that are tax‐exempt, foreign, or related. Check the appropriate box(es) (see instructions). Include their name(s), identifying number(s), address(es), and a brief description of their involvement. For each foreign entity, identify its country of incorporation or existence. For each individual or related entity, explain how the individual or entity is related. Attach additional sheets, if necessary. a Type of individual or entity: Tax‐exempt Foreign Related Name Identifying number
Address
Description
b Type of individual or entity: Tax‐exempt Foreign Related Name Identifying number
Address
Description
710812 04‐01‐17 Form 8886 (Rev. 3‐2011) 90 10431112 798870 04542.00T 2017.04030 THE HEINZ ENDOWMENTS 04542_01
THE HEINZ ENDOWMENTS 25‐1721100
FORM 990‐PF DIVIDENDS AND INTEREST FROM SECURITIES STATEMENT 1 (A) (B) (C) NET REVENUE INVESTMENT ADJUSTED SOURCE PER BOOKS INCOME NET INCOME
DIVIDENDS $ 5,039,011 13,548,468 ‐ SECTION 965(A) DIVIDEND ‐ 796,184 ‐ INTEREST 2,260,767 4,898,775 0 TOTAL TO FORM 990‐PF, PART I LINE 4 $ 7,299,778 $ 19,243,427 $ ‐
STATEMENT 1 THE HEINZ ENDOWMENTS 25‐1721100
FORM 990‐PF OTHER INCOME STATEMENT 2 (A) (B) (C) NET REVENUE INVESTMENT ADJUSTED DESCRIPTION PER BOOKS INCOME NET INCOME
FOREIGN EXCHANGE GAIN (LOSS) FROM PARTNERSHIP 0 (468,704) 0 MISCELLANEOUS INCOME 64,600 64,600 0 REFUNDED GRANTS 1,541,759 ‐ 0 PARTNERSHIP INCOME (LOSS) 64,151 2,630,096 0 TOTAL TO FORM 990‐PF, PART I LINE 11 $ 1,670,510 $ 2,225,992 $ 0
STATEMENT 2 THE HEINZ ENDOWMENTS 25‐1721100 }}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 990‐PF LEGAL FEES STATEMENT 3 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
(A) (B) (C) (D) EXPENSES NET INVEST‐ ADJUSTED CHARITABLE DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES }}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} LEGAL FEES ‐ NON‐INVESTMENT RELATED 155,895. 0. 0. 155,895. LEGAL FEES ‐ INVESTMENT RELATED 62,256. 62,256. 0. 0. }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} TO FM 990‐PF, PG 1, LN 16A 218,151. 62,256. 0. 155,895. ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
15 STATEMENT(S) 3 10431112 798870 04542.00T 2017.04030 THE HEINZ ENDOWMENTS 04542_01 THE HEINZ ENDOWMENTS 25‐1721100 }}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 990‐PF ACCOUNTING FEES STATEMENT 4 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
(A) (B) (C) (D) EXPENSES NET INVEST‐ ADJUSTED CHARITABLE DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES }}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} AUDIT/TAX/CONSULTING SERVICES 70,000. 35,000. 0. 35,000. }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} TO FORM 990‐PF, PG 1, LN 16B 70,000. 35,000. 0. 35,000. ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 990‐PF OTHER PROFESSIONAL FEES STATEMENT 5 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
(A) (B) (C) (D) EXPENSES NET INVEST‐ ADJUSTED CHARITABLE DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES }}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} ADMINISTRATIVE CONSULTING 348,401. 27,872. 0. 320,529. INVESTMENT CONSULTING 2,117,265. 2,117,265. 0. 0. CUSTODIAN/INVESTMENT 691,892. 691,892. 0. 0. }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} TO FORM 990‐PF, PG 1, LN 16C 3,157,558. 2,837,029. 0. 320,529. ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 990‐PF TAXES STATEMENT 6 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
(A) (B) (C) (D) EXPENSES NET INVEST‐ ADJUSTED CHARITABLE DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES }}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} FOREIGN TAXES ‐ PARTNERSHIP FLOWTHROUGH 0. 761,794. 0. 0. FEDERAL EXCISE TAX 1,800,000. 0. 0. 0. WITHHOLDING TAXES 286,435. 286,435. 0. 0. }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} TO FORM 990‐PF, PG 1, LN 18 2,086,435. 1,048,229. 0. 0. ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
16 STATEMENT(S) 4, 5, 6 10431112 798870 04542.00T 2017.04030 THE HEINZ ENDOWMENTS 04542_01 THE HEINZ ENDOWMENTS 25‐1721100 }}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 990‐PF OTHER EXPENSES STATEMENT 7 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
(A) (B) (C) (D) EXPENSES NET INVEST‐ ADJUSTED CHARITABLE DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES }}}}}}}}}}} }}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} INSURANCE 31,916. 8,617. 0. 23,299. EQUIPMENT & IT 277,396. 22,192. 0. 255,204. OFFICE SUPPLIES 58,804. 4,704. 0. 54,100. MEDIA/PUBLIC AFFAIRS 192,276. 0. 0. 192,276. TELEPHONE & INTERNET SERVICES 139,022. 7,695. 0. 131,327. POSTAGE & MESSENGER SERVICE 10,110. 809. 0. 9,301. MISCELLANEOUS EXPENSES 39,311. 1,785. 0. 37,526. ARTS PROGRAMS AND INITIATIVES 844,704. 0. 0. 844,704. FLOWTHROUGH FROM PARTNERSHIPS 0. 9,294,445. 0. 0. DIRECT CHARITABLE ACTIVITIES 367,780. 0. 0. 367,780. }}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}}} }}}}}}}}}}} TO FORM 990‐PF, PG 1, LN 23 1,961,319. 9,340,247. 0. 1,915,517. ~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~~ ~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 990‐PF CORPORATE STOCK STATEMENT 8 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
FAIR MARKET DESCRIPTION BOOK VALUE VALUE }}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} DOMESTIC EQUITIES* 118,438,165. 216,145,389. FOREIGN EQUITIES* 241,400,724. 402,118,576. }}}}}}}}}}}}}} }}}}}}}}}}}}}} TOTAL TO FORM 990‐PF, PART II, LINE 10B 359,838,889. 618,263,965. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 990‐PF OTHER ASSETS STATEMENT 9 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
BEGINNING OF END OF YEAR FAIR MARKET DESCRIPTION YR BOOK VALUE BOOK VALUE VALUE }}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} PROGRAM‐RELATED INVESTMENT: PLH 1,762,257. 1,762,257. 1,762,257. PROGRAM‐RELATED INVESTMENT: SIFP 3,996,000. 3,996,000. 3,996,000. MINERAL RIGHTS 1,437. 1,437. 1,437. ARTWORK 913,018. 913,018. 1,305,050. LTV/LAND 109,334. 0. 0. ALTERNATIVE INVESTMENTS** 645,799,077. 764,622,272. 1,005,238,677. SHORT‐TERM INVESTMENTS 4,807,928. 14,093,592. 14,093,592. SUBSIDIARY INVESTMENT: PLH 0. 12,591. 12,591. PROGRAM‐RELATED INVESTMENT: ALMONO 0. 1,155,600. 1,155,600. }}}}}}}}}}}}}} }}}}}}}}}}}}}} }}}}}}}}}}}}}} TO FORM 990‐PF, PART II, LINE 15 657,389,051. 786,556,767. 1,027,565,204. ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~ * SEE STATEMENT 8A ** SEE STATEMENT 9A 17 STATEMENT(S) 7, 8, 9 10431112 798870 04542.00T 2017.04030 THE HEINZ ENDOWMENTS 04542_01 The Heinz Endowments's Equities As of December 31, 2017
Description Cost Market Value ADAGE CAPITAL PARTNERS 36,707,997 112,706,509 CARDINAL HEALTH INC 1,331,422 1,267,064 COLFAX CORPORATION 1,616,237 1,660,078 CONE MIDSTREAM PARTNERS LP 1,638,170 1,588,119 DOWDUPONT INC 1,148,713 1,222,135 F M C CORP 1,181,571 1,258,031 GENERAL MOTORS CO 1,609,353 1,708,463 LINN ENERGY INC 2,336,293 2,668,575 NETAPP INC 1,355,081 1,941,179 PFIZER INC 2,052,471 2,143,137 T ‐MOBILE US, INC. 1,561,425 1,576,953 X L GROUP LIMITED 1,221,018 1,215,833 CHUBB LIMITED 1,132,532 1,173,424 ORTHOFIX INTL N V 1,140,937 1,242,237 ALPHABET, INC. 1,601,174 2,302,080 AMERICAN INTERNATIONAL GROUP INC 1,128,397 1,721,862 BLUE BUFFALO PET PRODUCTS, INC. 1,222,265 1,799,843 C B R E GROUP,INC. 775,742 1,286,307 C D W CORPORATION 756,404 1,226,151 CARMAX INC 756,678 1,417,273 CATERPILLAR INC 455,565 965,965 CHARTER COMMUNICATINS, INC. 1,609,741 2,353,064 CITIGROUP INC 1,597,647 2,016,511 COMCAST CORP CL A 1,147,429 1,126,406 COMMSCOPE HOLDINGS INC. 1,227,996 1,473,289 GENERAL ELECTRIC COMPANY 2,281,289 1,374,275 GENERAL MOTORS CO 1,231,540 1,805,200 H C A HOLDINGS INC 2,004,324 2,357,626 IQVIA HOLDINGS INC. 532,624 789,564 LAMB WESTON HOLDINGS, INC. 765,205 1,001,423 MOODYS CORP 1,313,149 1,732,941 NATIONAL OILWELL VARCO INC. 677,806 687,982 ORACLE CORP 1,776,526 1,854,085 PRICELINE.COM INC 1,743,162 1,621,311 Two Sigma Active Extension U.S. All Cap Equity 36,500,000 49,396,381 WELLS FARGO & COMPANY 1,300,282 2,464,112 Total Domestic Equities 118,438,165 216,145,389
Foreign Equities 1607 Capital International Equity Fund 22,834,570 37,986,483 Adelphi Europe Long Only Fund 15,000,000 16,075,495 ARGA Emerging Markets Equity Fund 20,000,000 23,132,227 Cevian Capital II 15,000,000 23,172,900 IVA International Fund 33,954,386 36,650,695 Mahout Global Emerging Markets Leaders Fund (fka FSI) 16,052,156 34,706,823 Ownership Capital Global Equity Fund 35,000,000 37,916,206 RWC Global Horizon 35,000,000 41,246,257 Silchester International 11,733,661 72,775,278 The Overlook Partners Fund 21,500,000 56,394,946 WGI Emerging Markets Smaller Companies Fund 15,325,951 22,061,266 Total Foreign Equities 241,400,724 402,118,576
Total Equities and Foreign Equities 359,838,889 618,263,965
STATEMENT 8A The Heinz Endowments Alternative Investments
Description Cost Fair Market Value Abingworth Bioventures IV 375,510 300,798 ACON Equity Partners III 1,248,865 1,433,487 ACON Equity Partners IV 105,382 290,795 Adams Capital Management 358,548 71,221 Adams Capital Management III 1,876,214 299,189 Adams Capital Management IV 1,439,302 2,552,192 Advent International GPE VII-E 2,822,782 4,804,362 Advent International GPE VIII-B 2,115,271 2,423,624 Alloy Ventures 2002 711,543 211,570 Alloy Ventures 2005 2,294,863 1,376,451 ALMONO 10,928,400 10,934,178 Arsenal Capital IV 1,958,510 2,491,114 Artiman Ventures 2014 1,912,926 1,888,932 Artiman Ventures Select 2014 1,204,797 772,769 AXA Secondary Fund III-1 115,098 13,498 Bain Capital Asia Fund I 254,921 55,667 Bain Capital Europe Fund III 1,115,613 2,348,132 Bain Capital Fund IX 1,367,363 934,325 Bain Capital Fund VIII 293,895 76,750 Beacon Capital Strategic Partners V 21,693 23,087 Beacon Capital Strategic Partners VI 570,424 781,207 Berkshire Multifamily Value Fund II 97,872 49,489 Berkshire Multifamily Value Fund III 2,594,049 3,336,175 Berkshire Multifamily Value Plus Fund IV 4,339,623 4,795,710 Blackstone Capital Partners Fund IV 534,762 792,838 Blackstone Capital Partners Fund V 571,757 1,068,837 BPG Investment Partnership VII 2,127,980 4,467,000 BPG Investment Partnership VIII 1,560,557 1,121,000 CA Resources Fund (US Tax-Exempt) - Series Bain X 4,058,280 4,297,891 Centerbridge Capital Partners 1,092,644 1,322,847 Centerbridge Special Credit Partners III 1,246,001 1,262,564 Cerberus Levered Loan Opportunities Fund II 2,763,203 3,841,424 Cerberus Levered Loan Opportunities Fund III 4,112,872 4,516,638 Charlesbank Equity Fund VII 1,957,420 2,878,149 Charlesbank Equity Fund VIII 4,180,956 5,238,858 Columbia Capital Equity Partners IV (QP) 631,086 736,788 Columbia Capital Equity Partners V 2,323,965 4,103,665 Dover Street IX 1,473,828 1,717,817 Dover Street VI 1,451,630 2,119,861 Dover Street VII 499,700 1,044,548 Dover Street VIII 2,110,264 3,104,864 Elevation Offshore Partners 19,180 29,579 Encap Energy Capital Fund VI-B 866,768 264,047 Europa Capital Partners III 480,720 711,829 Forcap Investments (Bannister) 16,460 17,761 Foundation Capital IV 1,155,757 1,991,985 Foundation Capital V 2,765,531 3,394,195 Foundation Capital VI 2,706,132 3,285,432 Foundation Capital VII 3,794,900 5,727,744 Foundation Capital VIII 3,482,273 4,549,388 General Catalyst Group III 186,888 128,843 General Catalyst Group IV 845,829 1,336,459 General Catalyst Group V 1,166,319 1,780,693 General Catalyst Group V Supplemental 616,542 2,323,454 Graham Partners II 1,824,128 1,666,125 Greenfield Acquisition Partners III 961,132 755,663 Greenfield Acquisition Partners V 203,689 144,848 H.I.G. Bayside Debt & LBO Fund II 1,597,938 2,607,892 HarbourVest Partners V - Partnership Fund - 175,817 Heartwood Forestland Fund IV 2,162,069 3,596,400 Heartwood Forestland Fund V 1,594,346 2,577,547 Hillhouse Fund III 2,906,154 3,484,801 HONY Capital Fund 2008 3,044,663 2,264,520 HONY Capital Fund V 4,086,304 6,179,653 Index Venture VII 1,918,841 3,490,772 Index Ventures Growth III 1,383,419 1,306,226 Index Ventures VIII 910,884 974,327 InTandem Capital Partners Fund 247,543 239,259
STATEMENT 9A The Heinz Endowments Alternative Investments
Description Cost Fair Market Value Intervale Capital Fund 917,473 1,450,515 Intervale Capital Fund II-A 5,226,228 6,086,679 Intervale Capital Fund III 4,152,291 4,861,635 InterWest Partners IX 1,297,364 1,221,643 InterWest Partners X 3,653,324 5,833,071 J.P. Morgan Direct Corporate Finance 55,175 7,351 J.P. Morgan Pooled Corporate Finance 2,795,743 297,597 J.P. Morgan Pooled Venture Capital 2,368,590 340,824 J.W. Childs Equity Partners III 527 345 Khosla Ventures Fund III 864,148 1,369,858 Khosla Ventures IV 3,080,001 6,946,948 Khosla Ventures Seed 420,907 667,187 Khosla Ventures Seed B 1,342,852 3,309,983 Kline Hill Partners Fund 5,482,514 8,522,082 Kodiak Venture Partners III 473,437 1,321,564 LBA Real Estate Fund 329,166 597,896 LBA Real Estate Fund II 4,919,988 4,419,194 LBA Real Estate Fund III 3,186,122 2,864,411 LBA Real Estate Fund IV 1,466,906 1,429,151 Level Equity Growth Partners I 1,394,263 2,542,261 Level Equity Growth Partners II 2,131,175 3,485,184 Level Equity Growth Partners III 1,603,752 1,905,351 Level Equity Opportunities 2015 1,618,541 2,290,813 Lexington Capital Partners V 1,710,032 749,711 Linzor Capital Partners II 4,058,951 4,396,495 Linzor Capital Partners III 1,401,175 1,532,365 Morningside China TMT Fund II 4,415,617 32,350,019 MVP Fund II GmbH & Co. KG 1,391,785 2,019,041 Natural Gas Partners IX 640,855 643,026 Natural Gas Partners VIII 6,611 37,666 NGP Energy Technology Partners II 2,162,621 1,710,141 NGP Natural Resources X 2,736,923 2,559,242 NGP Natural Resources XI 6,885,375 8,902,180 Pantheon USA Fund IV 4,364,790 250,201 Patron Capital II 1,136,713 587,535 Patron Capital III 2,171,357 1,046,433 Patron Capital IV 1,773,075 2,668,430 Peak Rock Capital Credit Fund II 54,586 11,054 Peak Rock Capital Fund I 1,937,988 4,373,647 Peak Rock Capital Fund II 226,374 251,544 Permira IV 630,267 1,604,867 Pfingsten Partners Fund V 1,653,833 1,721,672 Polaris Venture Partners IV 1,048,340 1,419,748 Polaris Venture Partners V 2,805,290 4,060,242 ProQuest Investments IV 363,550 220,253 RockPort Capital Partners III 1,335,961 1,539,294 Round Hill Music Royalty Fund 2,390,831 2,800,670 Round Hill Music Royalty Fund II 2,834,459 2,710,680 Rubicon Technology Partners 2,352,027 2,864,787 Rubicon Technology Partners II 783,561 832,070 Sevin Rosen IX 720,430 291,719 Spark Capital Growth Fund II 669,301 637,663 SRI Eight REIT 4,622,578 3,773,825 SRI Nine REIT 171,602 212,797 SSC IV (Spear Street Capital IV) 1,496,522 1,964,969 SSC V (Spear Street Capital V) 2,124,011 2,360,927 Sterling Capital Partners II 2,267,558 1,139,457 Sterling Capital Partners III 3,063,294 1,982,281 Sterling Capital Partners IV 3,018,703 2,950,340 Summit Partners Europe Private Equity Fund 1,200,088 1,839,926 Summit Partners Growth Equity Fund IX-B 498,739 625,190 Summit Partners Growth Equity Fund VIII-B 2,449,178 3,700,727 Summit Partners Subordinated Debt Fund III 597,422 435,694 Summit Partners Venture Capital Fund III-B 2,079,165 3,192,155 Summit Partners Venture Capital Fund IV-B 862,429 1,067,320 Summit Private Equity Fund VII-B 1,986,818 2,986,304 TA Associates X 188,610 118,478 The Rise Fund (B) 354,620 (101,847)
STATEMENT 9A The Heinz Endowments Alternative Investments
Description Cost Fair Market Value Thompson Street Capital Partners IV 4,286,638 5,143,407 Three Arch Partners IV 525,807 456,364 Tiger Global Private Investment Partners X 5,011,033 5,553,160 Trident VI 4,368,464 5,823,530 Trident VII 674,470 683,162 Tucker Anthony Private Equity Fund III 90,388 90,948 Varde Fund XI 5,977,224 8,841,436 Versant Venture Capital VI 879,127 895,989 VIP II-A (SF) 352,223 544,312 Vitruvian II-A 3,211,021 4,826,941 Vitruvian III 98,100 95,620 Westbrook Real Estate Fund IX 3,347,125 3,821,199 Westbrook Real Estate Fund VIII 1,064,912 1,465,492 Westbrook Real Estate Fund X 1,772,461 2,064,059 Westly Capital Partners Fund II 2,106,454 2,092,068 ZM Capital II 1,142,051 1,708,275
Absolute Return 272,849,625 451,413,941 Inflation Hedging 73,982,197 58,183,737 Fixed Income 101,638,159 105,693,869 Opportunistic Investments 30,182,764 30,123,118 GAAP Book to Tax Adjustments 6,872,749 -
TOTAL ALTERNATIVE INVESTMENTS 764,622,272 1,005,238,677
STATEMENT 9A THE HEINZ ENDOWMENTS 25‐1721100 }}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 990‐PF PART VIII ‐ LIST OF OFFICERS, DIRECTORS STATEMENT 10 TRUSTEES AND FOUNDATION MANAGERS }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
EMPLOYEE TITLE AND COMPEN‐ BEN PLAN EXPENSE NAME AND ADDRESS AVRG HRS/WK SATION CONTRIB ACCOUNT }}}}}}}}}}}}}}}} }}}}}}}}}}}}} }}}}}}}}}}} }}}}}}}} }}}}}}}} ANDRE T. HEINZ CHAIR 30 EQT TOWER, 625 LIBERTY AVE 5.00 0. 0. 0. PITTSBURGH, PA 152223115
TERESA F. HEINZ CHAIR EMERITUS 30 EQT TOWER, 625 LIBERTY AVE 5.00 0. 0. 0. PITTSBURGH, PA 152223115
JAMES M. WALTON VICE CHAIR EMERITUS 30 EQT TOWER, 625 LIBERTY AVE 5.00 30,000. 0. 0. PITTSBURGH, PA 152223115
H. JOHN HEINZ IV DIRECTOR 30 EQT TOWER, 625 LIBERTY AVE 4.00 0. 0. 0. PITTSBURGH, PA 152223115
SASHA HEINZ DIRECTOR 30 EQT TOWER, 625 LIBERTY AVE 4.00 20,000. 0. 0. PITTSBURGH, PA 152223115
SHIRLEY MALCOM DIRECTOR 30 EQT TOWER, 625 LIBERTY AVE 4.00 20,000. 0. 0. PITTSBURGH, PA 152223115
CAROL R. BROWN DIRECTOR 30 EQT TOWER, 625 LIBERTY AVE 4.00 20,000. 0. 0. PITTSBURGH, PA 152223115
JUDITH M. DAVENPORT DIRECTOR 30 EQT TOWER, 625 LIBERTY AVE 4.00 20,000. 0. 0. PITTSBURGH, PA 152223115
JAMES ROHR DIRECTOR 30 EQT TOWER, 625 LIBERTY AVE 4.00 20,000. 0. 0. PITTSBURGH, PA 152223115
WENDY MACKENZIE DIRECTOR 30 EQT TOWER, 625 LIBERTY AVE 4.00 20,000. 0. 0. PITTSBURGH, PA 152223115
18 STATEMENT(S) 10 10431112 798870 04542.00T 2017.04030 THE HEINZ ENDOWMENTS 04542_01 THE HEINZ ENDOWMENTS 25‐1721100 }}}}}}}}}}}}}}}}}}}} }}}}}}}}}} DAMON AHERNE DIRECTOR 30 EQT TOWER, 625 LIBERTY AVE 4.00 20,000. 0. 0. PITTSBURGH, PA 152223115
JARED COHON DIRECTOR 30 EQT TOWER, 625 LIBERTY AVE 4.00 20,000. 0. 0. PITTSBURGH, PA 152223115
FRANCO HARRIS DIRECTOR 30 EQT TOWER, 625 LIBERTY AVE 4.00 20,000. 0. 0. PITTSBURGH, PA 152223115
MARIA MARTEINSDOTTIR DIRECTOR 30 EQT TOWER, 625 LIBERTY AVE 4.00 0. 0. 0. PITTSBURGH, PA 152223115
CHRISTOPHER HEINZ DIRECTOR 30 EQT TOWER, 625 LIBERTY AVE 5.00 0. 0. 0. PITTSBURGH, PA 152223115
GRANT OLIPHANT PRESIDENT 30 EQT TOWER, 625 LIBERTY AVE 40.00+ 630,000. 106,435. 3,900. PITTSBURGH, PA 152223115
EDWARD KOLANO VICE PRESIDENT 30 EQT TOWER, 625 LIBERTY AVE 40.00+ 403,360. 93,150. 3,900. PITTSBURGH, PA 152223115
}}}}}}}}}}} }}}}}}}} }}}}}}}} TOTALS INCLUDED ON 990‐PF, PAGE 6, PART VIII 1,243,360. 199,585. 7,800. ~~~~~~~~~~~ ~~~~~~~~ ~~~~~~~~
19 STATEMENT(S) 10 10431112 798870 04542.00T 2017.04030 THE HEINZ ENDOWMENTS 04542_01 THE HEINZ ENDOWMENTS 25‐1721100 }}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 990‐PF INVOLVEMENT WITH NONCHARITABLE ORGANIZATIONS STATEMENT 11 PART XVII, LINE 1, COLUMN (D) }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
NAME OF NONCHARITABLE EXEMPT ORGANIZATION }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} PENN LIBERTY HOLDING COMPANY
DESCRIPTION OF TRANSFERS, TRANSACTIONS, AND SHARING ARRANGEMENTS }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} THE TWO ORGANIZATIONS SHARE THE SERVICES OF THE PRESIDENT AND CFO
NAME OF NONCHARITABLE EXEMPT ORGANIZATION }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} PENN LIBERTY HOLDING COMPANY
DESCRIPTION OF TRANSFERS, TRANSACTIONS, AND SHARING ARRANGEMENTS }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} THE HEINZ ENDOWMENTS MADE A $12,591 CASH CONTRIBUTION TO PENN LIBERTY HOLDING COMPANY IN 2017.
20 STATEMENT(S) 11 10431112 798870 04542.00T 2017.04030 THE HEINZ ENDOWMENTS 04542_01 THE HEINZ ENDOWMENTS 25‐1721100 }}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 990‐PF AFFILIATION WITH TAX‐EXEMPT ORGANIZATIONS STATEMENT 12 PART XVII, LINE 2, COLUMN (C) }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}
NAME OF AFFILIATED OR RELATED ORGANIZATION }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} PENN LIBERTY HOLDING COMPANY
DESCRIPTION OF RELATIONSHIP WITH AFFILIATED OR RELATED ORGANIZATION }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} EXEMPT UNDER IRC SECTION 501(C)(2) AS A TITLE HOLDING COMPANY OF THE HEINZ ENDOWMENTS
21 STATEMENT(S) 12 10431112 798870 04542.00T 2017.04030 THE HEINZ ENDOWMENTS 04542_01 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
1Hood Media Academy PC - 509(a)(2) $0.00 $280,000.00 $0.00 $140,000.00 $140,000.00 to support 1Hood Artivist Academy for two years $280,000.00 2017
1Hood Media Academy PC - 509(a)(2) $0.00 $150,000.00 $0.00 $0.00 $150,000.00 to support 1Hood Media Academy for two years (2017/18-2018/19) $150,000.00 2017
1Hood Media Academy PC - 509(a)(2) $0.00 $12,000.00 $0.00 $12,000.00 $0.00 to support a one woman show entitled "Mary's Daughter: Memoirs of an Artivist" at the Alloy Theater (May 25-27, 2018)
$12,000.00 2017
1Nation PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 to support the first YNGBLKPGH Conference and a student lead podcast $50,000.00 2017
412 Food Rescue Inc PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 to create a food production and teaching kitchen in Millvale $50,000.00 2017
412 Food Rescue Inc PC - 509(a)(1) $0.00 $350,000.00 $0.00 $0.00 $350,000.00 to expand 412 Food Rescue’s services in the Pittsburgh region $350,000.00 2017
5A Elite Youth Empowerment PC - 509(a)(2) $0.00 $49,999.00 $0.00 $49,999.00 $0.00 to support 5A Elite Youth Empowerment Capacity Building $49,999.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
A Schools Pittsburghs Community Alliance PC - 509(a)(1) $0.00 $0.00($46,516.37) ($46,516.37) $0.00 For Public Education REFUND of $46,516.37 on 2/2/17 - to support phases two through four of work to explore strategic options for developing a high-quality K-12 schools ecosystem in Pittsburgh. $163,483.63 2015
A Schools Pittsburghs Community Alliance PC - 509(a)(1) $0.00 $60,000.00 $0.00 $60,000.00 $0.00 For Public Education to support Building a Better TeenBloc: Youth Power Recognition and Network Creation $60,000.00 2017
Ach Clear Pathways PC - 509(a)(1) $100,000.00 $0.00$0.00 $50,000.00 $50,000.00 to support after-school and summer creative camp programming including academic tutoring, visual arts, dance, music, martial arts, digital media, and theater classes
$100,000.00 2016
African American Chamber Foundation Of SO I - 509(a)(3)- $0.00 $30,000.00 $0.00 $30,000.00 $0.00 Western Pa Type I to grow and sustain the African American Chamber through a new COO position $30,000.00 2017
African American Cultural Center PC - 509(a)(1) $500,000.00 $0.00$0.00 $500,000.00 $0.00 to support the operations of the African American Cultural Center at the August Wilson Center $1,000,000.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
African American Cultural Center PC - 509(a)(1) $0.00 $500,000.00 $0.00 $0.00 $500,000.00 to support the operations of the African American Cultural Center in 2018 $500,000.00 2017
African American Cultural Center PC - 509(a)(1) $0.00 $250,000.00 $0.00 $250,000.00 $0.00 to support the 2017/18 programming season
$250,000.00 2017
Afrika Yetu Inc PC - 509(a)(2) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 to support the after school and summer programs for the Yetu Academy at the West End Community Center $50,000.00 2017
Afro-American Music Institute Inc PC - 509(a)(1) $70,000.00 $0.00 $0.00 $70,000.00 $0.00 for three year operating support (2015/16- 2017/18) $210,000.00 2016
Alia Musica Pittsburgh PC - 509(a)(1) $0.00 $8,595.00 $0.00 $8,595.00 $0.00 to support the spring 2018 concert featuring Andrés Cárdenes in David Stock's violin concerto; Lutoslawski's "Chain No. 1;" and a new piece by New York-based Erin Rogers
$8,595.00 2017
Allegheny Conference On Community PC - 509(a)(1) $0.00 $258,000.00 $0.00 $258,000.00 $0.00 Development to support the final year of a three year plan designed to impact the region’s workforce, economy, targeted communities, and mobility and water infrastructure
$258,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Allegheny Conference On Community PC - 509(a)(1) $0.00 $10,000.00 $0.00 $10,000.00 $0.00 Development for 2017 African American Directors Forum sponsorship $10,000.00 2017
Allegheny Conference On Community PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 Development to support the drafting of Pittsburgh’s Amazon HQ2 proposal $50,000.00 2017
Allegheny Council To Improve Our PC - 509(a)(1) $500,000.00 $0.00 $0.00 $500,000.00 $0.00 Neighborhoods-Housing Incorporated for capital and program support of Action Housing’s ten year plan to increase the supply of affordable and supportive housing
$1,000,000.00 2016
Allegheny County Department of Human NC - Government $100,000.00 $0.00 $0.00 $100,000.00 $0.00 Services Entity to provide start-up funding for a new family support center in Penn Hills and support a planning process to improve operations and performance of 28 family support centers that currently exist $300,000.00 2015
Allegheny County Health Department NC - Government $250,000.00 $0.00 $0.00 $250,000.00 $0.00 Entity to support the implementation of part of Allegheny County's 10-year public health violence prevention strategy $500,000.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Allegheny County Health Department NC - Government $0.00 $50,000.00$0.00 $50,000.00 $0.00 Entity to support a project manager position and training resources to assist the Violence Prevention Coordinator with the implementation of Allegheny County's violence prevention strategy $50,000.00 2017
Allegheny County Health Department NC - Government $0.00 $200,000.00 $0.00 $100,000.00 $100,000.00 Entity to support Health Equity in Action: Reducing infant mortality and increasing positive maternal health outcomes $200,000.00 2017
Allegheny County Health Department NC - Government $0.00 $50,000.00$0.00 $0.00 $50,000.00 Entity to support technical assistance by the Allegheny County Health Department to Allegheny County municipalities hit hardest by the Opioid crisis $50,000.00 2017
Allegheny County Parks Foundation Inc PC - 509(a)(1) $0.00 $2,500.00 $0.00 $2,500.00 $0.00 for sponsorship of Twilight Picnic for the Parks event on August 26, 2017 $2,500.00 2017
Allegheny Family Network PC - 509(a)(1) $200,000.00 $0.00$0.00 $100,000.00 $100,000.00 to support the expansion of the Allegheny Family Network Fathers Involved Now Program $300,000.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Allegheny Health Network PC - 509(a)(2) $0.00 $0.00 ($119,897.58) ($119,897.58) $0.00 REFUND of $119,897.58 on 7/21/17 - to track and measure asthma in the region's schoolchildren and advance primary prevention implementation and policy $605,102.42 2014
Allegheny Health Network PC - 509(a)(2) $0.00 $31,000.00$0.00 $31,000.00 $0.00 to support a regional summit on asthma and air pollution $31,000.00 2017
Allegheny Health Network SO I - 509(a)(3)- $0.00 $5,000.00 $0.00 $5,000.00 $0.00 Type I in memory of Frank Cahouet to the Cahouet Center for Comprehensive Parkinson's Care
$5,000.00 2017
Allegheny Land Tr PC - 509(a)(1) $0.00 $100,000.00$0.00 $50,000.00 $50,000.00 to advance a new legal and financial model for shifting land from blight to productive urban greenspace in the City of Pittsburgh and Allegheny County $100,000.00 2017
Allegheny River Towns Enterprise Zone Inc PC - 509(a)(1) $0.00 $0.00 ($4,724.73) ($4,724.73) $0.00
REFUND $4,724.73 on 3/1/17 - to fund the implementation of community rain barrels throughout Sharpsburg in efforts to reduce storm water runoff and combined sewage overflow $20,275.27 2014
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Allen Place Community Services Inc PC - 509(a)(1) $0.00 $31,000.00$0.00 $31,000.00 $0.00 to support Sisters Saving Ourselves, a program targeting education, empowerment and wellness for single mothers and girls
$31,000.00 2017
The Alliance For Climate Protection PC - 509(a)(1) $0.00 $590,000.00 $0.00 $590,000.00 $0.00 to support for the Pittsburgh Climate Reality Leadership Corps and for climate education in southwestern Pennsylvania $590,000.00 2017
Allies For Children PC - 509(a)(1) $100,000.00 $0.00$0.00 $100,000.00 $0.00 to provide three-year core operations support to improve the well-being of children & youth in Allegheny County through targeted policy & advocacy initiatives $350,000.00 2015
Allies For Children PC - 509(a)(1) $0.00 $25,000.00 $0.00 $25,000.00 $0.00 to demonstrate the value of shared transportation services and the use of public transportation for taking students to and from school $25,000.00 2017
Alumni Theater Company PC - 509(a)(1) $87,000.00 $0.00$0.00 $43,000.00 $44,000.00 for three year operating support (2015/16- 2017/18) including the renovation of a new rehearsal/performance space and programmatic expansion
$130,000.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Alumni Theater Company PC - 509(a)(1) $0.00 $100,000.00 $0.00 $100,000.00 $0.00 for support of a black box performance space in Homewood $100,000.00 2017
Alzheimer's Disease and Related Disorders PC - 509(a)(1) $0.00 $1,000.00$0.00 $1,000.00 $0.00 Association in memory of Dorothy Zurbriggen $1,000.00 2017
Amachi Pittsburgh PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 to support a research study on children with incarcerated parents living in Allegheny County $50,000.00 2017
The American Architectural Foundation Inc PC - 509(a)(1) $0.00 $40,000.00$0.00 $40,000.00 $0.00
to support the National Summit on Design and Urban Mobility, taking place in Pittsburgh $40,000.00 2017
American Association For The Advancement PC - 509(a)(2) $0.00 $35,000.00 $0.00 $35,000.00 $0.00 Of Science to support the communication of science $35,000.00 2017
American Ireland Fund PC - 509(a)(1) $0.00 $7,500.00$0.00 $7,500.00 $0.00 for sponsorship of the March 17th Gala $7,500.00 2017
Appalachian Mountain Advocates Inc PC - 509(a)(1) $0.00 $110,000.00 $0.00 $110,000.00 $0.00 to protect air and water quality in the region $110,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Arcadia University PC - 509(a)(1) $0.00 $21,500.00$0.00 $21,500.00 $0.00 for the Vira I. Heinz Scholarship Program for Women in Global Leadership $21,500.00 2017
Artists Image Resource Inc PC - 509(a)(2) $70,000.00 $0.00 $0.00 $35,000.00 $35,000.00 for three year operating support (2016- 2018) $105,000.00 2015
Artists Upstairs PC - 509(a)(1) $0.00 $8,700.00$0.00 $8,700.00 $0.00 to support CIVIL RIGHTS & CIVIL WRONGS $8,700.00 2017
Assemble Inc PC - 509(a)(1) $30,000.00 $0.00 $0.00 $0.00 $30,000.00 Canceled $30,000 on 1/2018 - for teaching artist in residence program $60,000.00 2016
Assemble Inc PC - 509(a)(1) $0.00 $50,000.00$0.00 $50,000.00 $0.00 for support so Assemble can dig deeper into its strategic plan and create a road map as it begins implementing year-one goals
$50,000.00 2017
Associated Artists Of Pittsburgh PC - 509(a)(1) $30,000.00 $0.00 $0.00 $30,000.00 $0.00 for two year operating support (2015/16- 2016/17) $60,000.00 2015
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Associated Artists Of Pittsburgh PC - 509(a)(1) $0.00 $60,000.00 $0.00 $0.00 $60,000.00 for two year operating support (2017/18- 2018/19) $60,000.00 2017
Attack Theatre Incorporated PC - 509(a)(1) $83,000.00 $0.00 $0.00 $41,500.00 $41,500.00 for three year operating support (2016/17- 2018/19) $124,500.00 2016
Avonworth School District NC - Government $0.00 $15,000.00 $0.00 $15,000.00 $0.00 Entity to provide support for the Children's Innovation Project, which endeavors to create meaningful learning experiences through an integrated approach to teaching
$15,000.00 2017
Awc Renewal Inc PC - 509(a)(1) $0.00 $45,000.00 $0.00 $45,000.00 $0.00 to support a six-month strategic planning consultancy $45,000.00 2017
Bach Choir Of Pittsburgh Inc PC - 509(a)(2) $40,000.00 $0.00 $0.00 $20,000.00 $20,000.00 for two year operating support (2016-2017)
$40,000.00 2016
BakerRipley PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 for Hurricane Harvey relief $50,000.00 2017
Barebones Productions Inc PC - 509(a)(1) $0.00 $20,000.00 $0.00 $20,000.00 $0.00 to support artist and production fees for barebones productions 14th season $20,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Bartko Foundation PC - 509(a)(1) $0.00 $3,000.00 $0.00 $3,000.00 $0.00 to sponsor the 11th annual Irene's Dream Luncheon & Boutique Shopping event to benefit single minority mothers on their road to self-sufficiency $3,000.00 2017
Bartko Foundation PC - 509(a)(1) $0.00 $7,000.00$0.00 $7,000.00 $0.00 to support Irene’s Dream Luncheon, a fund raising event to assist single women of color in achieving financial independence for themselves and their children
$7,000.00 2017
Belle Voci PC - 509(a)(2) $0.00 $10,500.00 $0.00 $10,500.00 $0.00 for support of a collaborative performance entitled: Sing for the Cure: Proclamation of Hope (May 12, 2018) $10,500.00 2017
Bible Center Church Inc PC - 509(a)(1) $0.00 $45,442.00$0.00 $45,442.00 $0.00 to support the operations, including entertainment, marketing and business development efforts, of Everyday Café, a social venture start-up of Bible Center Church $45,442.00 2017
Bible Center Church Inc PC - 509(a)(1) $0.00 $25,000.00 $0.00 $25,000.00 $0.00 to support Better Food, Better Me which is a holistic approach to understanding the life cycle of food, the value of good nutrition and the importance of learning to cook foods that will improve health and well- being $25,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Big Brothers Big Sisters Of Greater PC - 509(a)(1) $0.00 $75,000.00 $0.00 $75,000.00 $0.00 Pittsburgh for a third round of support to expand the mentor2.0 program at Pittsburgh's Brashear High School $75,000.00 2017
Bike Pittsburgh Inc PC - 509(a)(1) $0.00 $125,000.00 $0.00 $125,000.00 $0.00 to support the advocacy, education, and community work of Bike Pittsburgh $125,000.00 2017
Black Orchid String Trio Inc PC - 509(a)(1) $0.00 $3,000.00 $0.00 $3,000.00 $0.00 to support a concert series entitled "She Scores I&II" (November 28, 2017 and March 18, 2018) $3,000.00 2017
Bloomfield-Garfield Corp PC - 509(a)(1) $120,000.00 $0.00 $0.00 $60,000.00 $60,000.00 for operating support for BOOM Concepts $120,000.00 2016
Bloomfield-Garfield Corp PC - 509(a)(1) $0.00 $40,000.00 $0.00 $40,000.00 $0.00 to support the LevelUp Arts and Education Program $40,000.00 2017
BMe Networks PC - 509(a)(1) $0.00 $260,000.00 $0.00 $260,000.00 $0.00 to support a community engagement and mass media program to uplift black men as assets in their community $260,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
The Board of Regents of the University of NC - Government $0.00 $50,000.00 $0.00 $50,000.00 $0.00 Wisconsin System Entity to provide expert advice and guidance to the multi-stakeholder process of restructuring and improving the Pittsburgh Water and Sewer Authority’s finances and operations
$50,000.00 2017
Bodiography Contemporary Ballet PC - 509(a)(2) $0.00 $8,000.00 $0.00 $8,000.00 $0.00 to support the re-staging of Martha Graham's solo, Lamentation $8,000.00 2017
Braddock Carnegie Library Association PC - 509(a)(1) $80,000.00 $0.00 $0.00 $80,000.00 $0.00 to support arts and culture programming at the Braddock Carnegie Library $160,000.00 2015
Braddock Carnegie Library Association PC - 509(a)(1) $0.00 $11,000.00 $0.00 $11,000.00 $0.00 for the Transformative Arts Process Young Artists grant (Tonee Tumer) $11,000.00 2017
Braddock Carnegie Library Association PC - 509(a)(1) $0.00 $160,000.00 $0.00 $0.00 $160,000.00 to support arts and culture programs at the Braddock Carnegie Library in 2017/18 and 2018/19 $160,000.00 2017
Braddock Redux PC - 509(a)(2) $0.00 $200,000.00 $0.00 $100,000.00 $100,000.00 to support the creation of a Latino Community Center, to meet the critical needs of Latino immigrants and families in Allegheny County $200,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Bricolage PC - 509(a)(2) $41,000.00 $0.00$0.00 $41,000.00 $0.00 for two year operating support (2015/16- 2016/17) $82,000.00 2015
Bricolage PC - 509(a)(2) $0.00 $82,000.00 $0.00 $0.00 $82,000.00 for two year operating support (2017/18- 2018/19) $82,000.00 2017
Bridgeway Capital Inc PC - 509(a)(1) $1,000,000.00 $0.00$0.00 $1,000,000.00 $0.00 to support site assembly of strategic, vacant, nuisance, blighted, and underutilized properties in Hazelwood $1,175,000.00 2016
Bridgeway Capital Inc PC - 509(a)(1) $0.00 $650,000.00 $0.00 $325,000.00 $325,000.00 to secure a strategic assemblage of real estate in the southeastern corner of Homewood and plan for its reuse $650,000.00 2017
Brookings Institution PC - 509(a)(1) $0.00 $30,000.00$0.00 $30,000.00 $0.00 to assist with the launch of Pittsburgh’s Innovation District(s) $30,000.00 2017
Brothers And Sisters Emerging PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 for a final round of support for the B.A.S.E. academic and life skills program for students entering middle school $50,000.00 2017
Calliope House Inc PC - 509(a)(2) $40,000.00 $0.00$0.00 $20,000.00 $20,000.00 for two year operating support (2016/17- 2017/18) $40,000.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Carlow University PC - 509(a)(1) $0.00 $30,500.00 $0.00 $30,500.00 $0.00 for the Vira I. Heinz Scholarship Program for Women in Global Leadership $30,500.00 2017
Carnegie Institute PC - 509(a)(1) $0.00 $0.00($14,528.78) ($14,528.78) $0.00 REFUND of $14,528.78 on 8/10/17 - to continue arts education planning for the city and region $235,471.22 2008
Carnegie Institute PC - 509(a)(1) $262,000.00 $0.00 $0.00 $262,000.00 $0.00 for three year operating support (2015- 2017) $786,000.00 2015
Carnegie Institute PC - 509(a)(1) $0.00 $75,000.00$0.00 $25,000.00 $50,000.00 to support The Warhol's Youth Arts Council, a youth engagement initiative that provides opportunities for growth, connection and leadership to teens from diverse backgrounds $75,000.00 2017
Carnegie Institute PC - 509(a)(1) $0.00 $650,000.00 $0.00 $325,000.00 $325,000.00 for two year general operating support for the Arts Education Collaborative (2017- 2019) $650,000.00 2017
Carnegie Institute PC - 509(a)(1) $0.00 $20,000.00$0.00 $20,000.00 $0.00 to support the exhibition "20/20: The Studio Museum in Harlem and Carnegie Museum of Art" $20,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Carnegie Institute PC - 509(a)(1) $0.00 $20,000.00 $0.00 $20,000.00 $0.00 to support Community Conversations $20,000.00 2017
Carnegie Institute PC - 509(a)(1) $0.00 $200,000.00$0.00 $0.00 $200,000.00 for the construction and launch of an on- site Early Childhood STEM classroom $200,000.00 2017
Carnegie Institute PC - 509(a)(1) $0.00 $25,000.00 $0.00 $25,000.00 $0.00 to provide hands-on STEM outreach and engagement to Head Start early learners, their educators and their families and caregivers in Hazelwood $25,000.00 2017
Carnegie Institute PC - 509(a)(1) $0.00 $25,000.00$0.00 $0.00 $25,000.00 to support BUZZWORD Pittsburgh through years four -five of the vocabulary-building initiative $25,000.00 2017
Carnegie Mellon University PC - 509(a)(1) $300,000.00 $0.00 $0.00 $300,000.00 $0.00 to support fostering curiosity, exploration, and self-efficacy as a way to improve science education for elementary school students in a low-risk, high-tech game environment $900,000.00 2015
Carnegie Mellon University PC - 509(a)(1) $100,000.00 $0.00$0.00 $100,000.00 $0.00 to improve air quality in Pittsburgh $205,000.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Carnegie Mellon University PC - 509(a)(1) $65,766.00 $0.00 $0.00 $65,766.00 $0.00 to support Carnegie Mellon University’s Urban Design Build Studio’s participation in PROJECT RE_, a community workshop, training facility, and fabrication center for development of larger scale prototypes from furniture to buildings $403,598.00 2016
Carnegie Mellon University PC - 509(a)(1) $0.00 $0.00$0.00 $0.00 $0.00 REFUND of $10.06 on 2/12/18 - to quantify risks associated with trihalomethanes formed in Pittsburgh’s potable water supply
$29,989.94 2016
Carnegie Mellon University PC - 509(a)(1) $0.00 $170,360.00 $0.00 $85,180.00 $85,180.00 to field test 3D-simulation computer programs that when combined with Graphic Information Systems and building and transportation information modeling, can help the City of Pittsburgh analyze potential development projects in selected districts
$170,360.00 2017
Carnegie Mellon University PC - 509(a)(1) $0.00 $897,000.00$0.00 $897,000.00 $0.00 to support Fluency Pilot Exploration: and build on planning year findings to develop a network of Fluency educators and explore Fluency pathways at the elementary level
$897,000.00 2017
Carnegie Mellon University PC - 509(a)(1) $0.00 $60,000.00 $0.00 $30,000.00 $30,000.00 to support the Arts Greenhouse for two years (2017-2018) $60,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Carnegie Mellon University PC - 509(a)(1) $0.00 $15,000.00$0.00 $15,000.00 $0.00 to support I Lived, We Live; What Did We Miss? An exhibit dedicated to sharing the remarkable stories of Hazelwood's community members, that builds on creating relevant solutions specific to their community needs and interests $15,000.00 2017
Carnegie Mellon University PC - 509(a)(1) $0.00 $345,000.00 $0.00 $345,000.00 $0.00 to improve air quality in the Pittsburgh region through data visualization $345,000.00 2017
Carnegie Mellon University PC - 509(a)(1) $0.00 $40,000.00$0.00 $40,000.00 $0.00 to assess bromide impacts on region’s rivers and drinking water $40,000.00 2017
Carnegie Mellon University PC - 509(a)(1) $0.00 $250,000.00 $0.00 $250,000.00 $0.00 to expand the community air monitoring network in the Pittsburgh region $250,000.00 2017
Carnegie Mellon University PC - 509(a)(1) $0.00 $200,000.00$0.00 $200,000.00 $0.00 to support the launch of the Future of Work Center at Carnegie Mellon University to study the potential impacts of automation and develop policy approaches to address themed funding for the Future of Work Center at the Heinz College
$200,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Casa San Jose PC - 509(a)(1) $0.00 $25,000.00 $0.00 $25,000.00 $0.00 to support the "Youth with a Purpose" program for Latino students at Brashear High School $25,000.00 2017
Case Western Reserve University PC - 509(a)(1) $0.00 $45,000.00$0.00 $45,000.00 $0.00 to work as part of a professional team with resident stakeholders to bring research and best practices to a pilot project designed to fully integrate low and moderate income families currently living in mixed income housing developments
$45,000.00 2017
Catholic Charities of the Diocese of PC - 509(a)(1) $0.00 $250.00 $0.00 $250.00 $0.00 Pittsburgh, Inc. in memory of Nicholas Gazda $250.00 2017
Cave Canem Foundation Inc PC - 509(a)(1) $10,000.00 $0.00$0.00 $10,000.00 $0.00 to support the June 2016 and June 2017 week-long writing retreats $20,000.00 2016
The Center For Better Schools PC - 509(a)(1) $0.00 $13,750.00 $0.00 $13,750.00 $0.00 to support a planning grant to conduct a readiness assessment for a National Academy of Advanced Teacher Education pilot with Pittsburgh Public Schools and several area charter school educators $13,750.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Center For Coalfield Justice PC - 509(a)(1) $180,000.00 $0.00$0.00 $180,000.00 $0.00 to support economic, social and environmental justice in energy impacted regions of southwestern Pennsylvania $360,000.00 2016
Center For Coalfield Justice PC - 509(a)(1) $0.00 $20,000.00 $0.00 $20,000.00 $0.00 to protect public and environmental health from impacts of fossil fuel extraction $20,000.00 2017
The Center for Effective Philanthropy PC - 509(a)(1) $0.00 $40,100.00$0.00 $40,100.00 $0.00 for preparation of a Grantee Perception Report for The Heinz Endowments $40,100.00 2017
The Center for Effective Philanthropy PC - 509(a)(1) $0.00 $16,600.00 $0.00 $16,600.00 $0.00 for preparation of a Staff Perception Report for The Heinz Endowments $16,600.00 2017
The Center for Effective Philanthropy PC - 509(a)(1) $0.00 $25,000.00$0.00 $25,000.00 $0.00 for 2017 membership dues $25,000.00 2017
Center For Public Justice PC - 509(a)(1) $0.00 $40,000.00 $0.00 $40,000.00 $0.00 to support the Community Institute for Education to develop parents and students able to analyze education policy and its impact on communities and equip them with strategies to empower others to participate in a change process for the good of all
$40,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Center For Victims PC - 509(a)(2) $0.00 $200,000.00$0.00 $100,000.00 $100,000.00 to support the Intergenerational Healing Project across generations of African American women $200,000.00 2017
Center Of Life PC - 509(a)(1) $500,000.00 $0.00 $0.00 $500,000.00 $0.00 to provide general operating support for valuable out-of-school time programs serving children and their families in Hazelwood $1,800,000.00 2015
Center Of Life PC - 509(a)(1) $0.00 $25,570.00$0.00 $25,570.00 $0.00 to support a female-driven service project to remake the parent lounge and library at Center of Life’s annex location in St. Stephen’s School building in Hazelwood $25,570.00 2017
Center Of Life PC - 509(a)(1) $0.00 $50,000.00 $0.00 $25,000.00 $25,000.00 to determine the feasibility of renovating a vacant school structure and in sustaining its operations with current and planned Center of Life operations, programs and other community uses $50,000.00 2017
Center Of Life PC - 509(a)(1) $0.00 $25,000.00$0.00 $25,000.00 $0.00 to support Greater Hazelwood's Diversity Dialogue: A community podcast that tells the story of Hazelwood through the lens of race, diversity and ethnicity $25,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
The Center That C A R E S Children Adult PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 Recreational And to provide support for 1Nation's Rites-of- Passage Program $50,000.00 2017
The Center That C A R E S Children Adult PC - 509(a)(1) $0.00 $25,000.00 $0.00 $25,000.00 $0.00 Recreational And to develop a dynamic civic education program that empowers our youth to have a substantive voice in shaping our community, ascending to levels of leadership and activism reflective of the historic Hill District trailblazers $25,000.00 2017
Central Susquehanna Intermediate Unit NC - Government $0.00 $50,000.00 $0.00 $50,000.00 $0.00 Entity to support the formation of a two-year statewide afterschool and youth development taskforce $50,000.00 2017
Chamber Music Pittsburgh PC - 509(a)(2) $40,000.00 $0.00 $0.00 $20,000.00 $20,000.00 for three year operating support (2015/15- 2017/18) $60,000.00 2015
Chatham Baroque Inc PC - 509(a)(1) $28,000.00 $0.00 $0.00 $28,000.00 $0.00 for three year operating support (2015- 2017) $84,000.00 2015
Chatham University PC - 509(a)(1) $0.00 $20,000.00 $0.00 $10,000.00 $10,000.00 to support Words Without Walls $20,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Chatham University PC - 509(a)(1) $0.00 $25,000.00 $0.00 $25,000.00 $0.00 for the Vira I. Heinz Scholarship Program for Women in Global Leadership $25,000.00 2017
Chatham University PC - 509(a)(1) $0.00 $13,800.00$0.00 $13,800.00 $0.00 for support of the film "Clarion Quartet 360" $13,800.00 2017
Childrens Museum Of Pittsburgh PC - 509(a)(1) $1,000,000.00 $0.00 $0.00 $1,000,000.00 $0.00 for the creation of an educational hub in the vacant Carnegie Library building at Allegheny Center $2,000,000.00 2012
Childrens Museum Of Pittsburgh PC - 509(a)(1) $100,000.00 $0.00$0.00 $100,000.00 $0.00 for two year operating support (2016/17- 2017/18) $200,000.00 2016
Childrens Museum Of Pittsburgh PC - 509(a)(1) $0.00 $150,000.00 $0.00 $0.00 $150,000.00 to support the Early Childhood Learning Design Plan: A research project collaboration that will enable the Museum and Pittsburgh Public Schools to assess learning across contexts $150,000.00 2017
Childrens Museum Of Pittsburgh PC - 509(a)(1) $0.00 $25,000.00$0.00 $0.00 $25,000.00 to provide vocabulary-building resources and activities to preschoolers and their families living in Homewood and neighboring communities through the BUZZWORD Pittsburgh Initiative $25,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
City Of Asylum Pittsburgh PC - 509(a)(1) $50,000.00 $0.00 $0.00 $0.00 $50,000.00 for two year operating support (2016/17- 2017/18) $100,000.00 2016
Citizens For Pennsylvanias Future PC - 509(a)(1) $140,000.00 $0.00 $0.00 $140,000.00 $0.00 to support improved environmental quality in the region $415,000.00 2016
Citizens For Pennsylvanias Future PC - 509(a)(1) $0.00 $450,000.00 $0.00 $450,000.00 $0.00 to advance clean energy, protect public health and reduce threats to the environment $450,000.00 2017
Citizens For Pennsylvanias Future PC - 509(a)(1) $0.00 $30,000.00 $0.00 $30,000.00 $0.00 for education and outreach on public health and point source pollution $30,000.00 2017
City of Pittsburgh NC - Government $0.00 $50,000.00 $0.00 $50,000.00 $0.00 Entity to assist the City of Pittsburgh and related municipal authorities with a comprehensive review of development, permitting, and licensing processes and recommendations for optimization $50,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
City of Pittsburgh NC - Government $0.00 $50,000.00$0.00 $50,000.00 $0.00 Entity to support the development of a Communication and Language Access Plan, which will provide a detailed roadmap and schedule for comprehensive implementation, compliance, and enforcement of more accessible language integration across city government $50,000.00 2017
City of Pittsburgh NC - Government $0.00 $250,000.00 $0.00 $0.00 $250,000.00 Entity to build capacity within the City of Pittsburgh’s Department of Mobility and Infrastructure with a focus on equity goals and measures $250,000.00 2017
City of Pittsburgh NC - Government $0.00 $50,000.00$0.00 $50,000.00 $0.00 Entity to support the establishment of a Public Safety Multicultural Liaison Unit $50,000.00 2017
City Theatre Company Inc PC - 509(a)(1) $190,000.00 $0.00 $0.00 $100,000.00 $90,000.00 for two year operating support (2016/17- 2017/18) $190,000.00 2016
City Theatre Company Inc PC - 509(a)(1) $0.00 $15,000.00$0.00 $15,000.00 $0.00 To support the organizational transition plan $15,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Civic Light Opera Association PC - 509(a)(2) $175,000.00 $0.00 $0.00 $175,000.00 $0.00 for three year operating support (2014/15- 2016/17) $525,000.00 2014
Civic Light Opera Association PC - 509(a)(2) $0.00 $332,500.00$0.00 $0.00 $332,500.00 for two year operating support (2017/18- 2018/19) $332,500.00 2017
Clairton City School District NC - Government $0.00 $50,000.00 $0.00 $50,000.00 $0.00 Entity to support the improvement of school climate in the Clairton City School District by implementing Restorative Justice, an approach to positive school discipline, that promotes healthy relationships while reducing school suspensions $50,000.00 2017
Clean Air Council PC - 509(a)(1) $0.00 $230,000.00$0.00 $230,000.00 $0.00 to help communities in the region protect air quality and the environment $230,000.00 2017
Clean Air Task Force Inc PC - 509(a)(2) $0.00 $343,462.00 $0.00 $171,731.00 $171,731.00 to provide analytical and scientific assessment of the region’s air quality $343,462.00 2017
Clean Water Fund PC - 509(a)(1) $40,000.00 $0.00$0.00 $40,000.00 $0.00 to address regional environmental and public health threats to air and water quality for Pittsburgh area residents $240,000.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Clean Water Fund PC - 509(a)(1) $0.00 $235,000.00 $0.00 $235,000.00 $0.00 to address environmental and public health threats to air and water quality in the region $235,000.00 2017
The Committee Of Seventy PC - 509(a)(1) $0.00 $40,000.00$0.00 $40,000.00 $0.00 to support Draw the Lines, a project to educate and organize Pennsylvania citizens about the process of political redistricting and the need for nonpartisan reform
$40,000.00 2017
Commonwealth of Pennsylvania NC - Government $0.00 $25,000.00 ($25,000.00) $0.00 $0.00 Entity Canceled grant 12/12/17 - to provide evaluation design services for the Pay-for- Success Project, improving outcomes among juvenile justice-involved youth
$0.00 2017
Communication Network PC - 509(a)(1) $0.00 $1,500.00$0.00 $1,500.00 $0.00 for The Communications Network Institutional Membership $1,500.00 2017
Community Foundation Of Greater PC - 509(a)(1) $100,000.00 $0.00 $0.00 $100,000.00 $0.00 Johnstown to support the Air Quality Collaborative $350,000.00 2016
Community Foundation Of Greater PC - 509(a)(1) $0.00 $90,000.00$0.00 $90,000.00 $0.00 Johnstown to support the Youth Philanthropy Internship Program in 2017 $90,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Community Foundation Of Greater PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 Johnstown To support the efforts of the Reducing Outdoor Contaminates in Indoor Spaces initiative $50,000.00 2017
Community Foundation Of Greater PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 Johnstown to support transition planning for the Breath Project $50,000.00 2017
Community Foundation Of Greater PC - 509(a)(1) $0.00 $110,572.00 $0.00 $110,572.00 $0.00 Johnstown to support the Air Quality Collaborative $110,572.00 2017
Community Foundation Of Greater PC - 509(a)(1) $0.00 $140,000.00$0.00 $140,000.00 $0.00 Johnstown to support the efforts of the Reducing Outdoor Contaminates in Indoor Spaces initiative $140,000.00 2017
Community Foundation Of Greater PC - 509(a)(1) $0.00 $33,277.00 $0.00 $33,277.00 $0.00 Johnstown to develop an art exhibition to raise awareness of the health and environmental risks to the region associated with petrochemical development $33,277.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Community School Inc PC - 509(a)(1) $0.00 $200,000.00$0.00 $200,000.00 $0.00 to support the purchase and remodel of Community School's exceptional new residential facility and campus hub, transforming the Community School experience for every student, teacher, and athlete $200,000.00 2017
Community Theater Project Corporation PC - 509(a)(2) $75,000.00 $0.00 $0.00 $75,000.00 $0.00 to support 1Hood Media Academy at the Alloy Studios $225,000.00 2014
Community Theater Project Corporation PC - 509(a)(2) $50,000.00 $0.00$0.00 $50,000.00 $0.00 to support 1839 Online Magazine $50,000.00 2016
Community Theater Project Corporation PC - 509(a)(2) $570,000.00 $0.00 $0.00 $300,000.00 $270,000.00 for two year operating support (2017-2018)
$570,000.00 2016
Community Theater Project Corporation PC - 509(a)(2) $17,000.00 $0.00$0.00 $17,000.00 $0.00 to support Bill Shannon's "Touch Update," an interdisciplinary art project that explores the significant and often subtle details of physical human contact $17,000.00 2016
Community Theater Project Corporation PC - 509(a)(2) $0.00 $75,000.00 $0.00 $75,000.00 $0.00 to support the Penn Avenue Creative program $75,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Conservation Consultants PC - 509(a)(1) $0.00 $10,000.00$0.00 $10,000.00 $0.00 to support a speaker series on the intersection of energy performance and health in promoting high quality residential environments $10,000.00 2017
Construction Junction Inc SO I - 509(a)(3)- $81,075.00 $0.00 $0.00 $81,075.00 $0.00 Type I to support staffing costs, workspace expenses and business planning of construction Junction as it builds its capacity to generate earned income, fee for service and entrepreneurship opportunities using salvaged building materials
$156,075.00 2016
Construction Junction Inc SO I - 509(a)(3)- $0.00 $18,500.00$0.00 $18,500.00 $0.00 Type I to support the Pillow Project's 2018 season at the Space Upstairs $18,500.00 2017
Consultative Group On Biological Diversity PC - 509(a)(1) $9,750.00 $0.00 $0.00 $9,750.00 $0.00
for 2016-17 membership in the Consultative Group on Biological Diversity - an affinity group providing opportunities to work with foundation colleagues on issues of environmental health, air, climate, water and habitat protection
$19,500.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Corning Dances & Company PC - 509(a)(1) $0.00 $17,400.00$0.00 $17,400.00 $0.00 to support 6 A Breast (September 6-10, 2017 at the New Hazlett) and In the House (April 18-22,2018 at the Mattress Factory) $17,400.00 2017
Coro Center For Civic Leadership PC - 509(a)(1) $0.00 $8,780.00 $0.00 $8,780.00 $0.00 to support a leadership training, lasting 2 days, for all participants in the 2017 Heinz Summer Youth in Philanthropy and a full evaluation of the program $8,780.00 2017
Corporate America Supports You PC - 509(a)(1) $0.00 $150,000.00$0.00 $75,000.00 $75,000.00 to position Corporate America Supports You to increase their placement of Pittsburgh’s Post-9/11 veteran population into family sustaining employment $150,000.00 2017
Council Of Three Rivers American Indian PC - 509(a)(1) $0.00 $15,000.00 $0.00 $15,000.00 $0.00 Center Inc to increase the workforce readiness of Hazelwood residents by providing early childhood development credentialing and commercial driver certifications $15,000.00 2017
Council on Foundations PC - 509(a)(1) $0.00 $15,000.00$0.00 $15,000.00 $0.00 to support the Pennsylvania Philanthropy Public Policy Conference on May 1-2, 2017
$15,000.00 2017
Council on Foundations PC - 509(a)(1) $0.00 $25,000.00 $0.00 $25,000.00 $0.00 for 2018 support of the Council on Foundations $25,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
County of Allegheny NC - Government $848,853.00 $0.00$0.00 $848,853.00 $0.00 Entity to support the Regional Data Resource Center, a city, county and university partnership, to advance collection, analysis and dissemination of public data for multi- sector, data-driven decision making
$1,799,373.00 2015
Creative Nonfiction Foundation PC - 509(a)(1) $0.00 $25,000.00 $0.00 $25,000.00 $0.00 to support the Writing Pittsburgh Book Prize $25,000.00 2017
Daisy Wilson Artist Community Inc PC - 509(a)(1) $150,000.00 $0.00$0.00 $150,000.00 $0.00 to support renovation of and planning for the August Wilson House $150,000.00 2016
Damascus Citizens For Sustainability PC - 509(a)(1) $0.00 $42,000.00 $0.00 $42,000.00 $0.00 to support education and outreach in shale- impacted communities $42,000.00 2017
Diocese Of Pittsburgh PC - Church $150,000.00 $0.00$0.00 $150,000.00 $0.00 to provide quality workforce development/career-focused programming, counseling and other resources to all students, including those with special needs, through their four years of study at Cardinal Wuerl North Catholic High School
$450,000.00 2015
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Diversecity Enterprises Inc PC - 509(a)(1) $0.00 $15,000.00 $0.00 $15,000.00 $0.00 to provide scholarship support for local youth to attend DiverseCity Hoops Pittsburgh Summer Program $15,000.00 2017
Door Campaign PC - 509(a)(1) $0.00 $75,000.00$0.00 $75,000.00 $0.00 for continued support and expansion of the STEM Aquaponics curriculum in Pittsburgh area schools $75,000.00 2017
Dreams Of Hope PC - 509(a)(1) $87,000.00 $0.00 $0.00 $43,000.00 $44,000.00 for three year operating support (2016/17- 2018/19) $130,000.00 2016
Dreams Of Hope PC - 509(a)(1) $0.00 $75,000.00$0.00 $75,000.00 $0.00 to support general operations and programming during the 2017-18 season $75,000.00 2017
Dreams Of Hope PC - 509(a)(1) $0.00 $15,000.00 $0.00 $15,000.00 $0.00 for the Transformative Arts Process Young Artists grant (TJ Hurt) $15,000.00 2017
Dreams Of Hope PC - 509(a)(1) $0.00 $13,040.00$0.00 $13,040.00 $0.00 for the Transformative Arts Process Young Artists grant (Breeonia Prioleau) $13,040.00 2017
Dreams Of Hope PC - 509(a)(1) $0.00 $14,500.00 $0.00 $14,500.00 $0.00 to support Hatch Arts Collective's production of "Things Are Against Us" (August 2018) $14,500.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Duquesne University Of The Holy Spirit PC - 509(a)(1) $325,000.00 $0.00$0.00 $325,000.00 $0.00 to provide an educational incubation & design space that supports school-based projects rooted in STEAM disciplines and a youth and teacher leadership program that highlights community-school partnerships for educational transformation
$650,000.00 2016
Duquesne University Of The Holy Spirit PC - 509(a)(1) $0.00 $19,500.00 $0.00 $19,500.00 $0.00 for the Vira I. Heinz Scholarship Program for Women in Global Leadership $19,500.00 2017
Duquesne University Of The Holy Spirit PC - 509(a)(1) $0.00 $375,000.00$0.00 $220,000.00 $155,000.00 to track asthma in the region’s schoolchildren and develop prevention policies $375,000.00 2017
Duquesne University Of The Holy Spirit PC - 509(a)(1) $0.00 $48,000.00 $0.00 $48,000.00 $0.00 to assess well water quality in areas surrounding deep injection wells in western Pennsylvania $48,000.00 2017
Duquesne University Of The Holy Spirit PC - 509(a)(1) $0.00 $10,000.00$0.00 $10,000.00 $0.00 for support of "The John Edgar Wideman Experience: Bridges and Boundaries," a series of events celebrating the award- winning writer and Pittsburgh native John Edgar Wideman $10,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Earthworks PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 to foster dialogue and collaboration regarding the latest research and investigations into impacts of oil and gas infrastructure $50,000.00 2017
East Liberty Development Incorporated PC - 509(a)(1) $200,000.00 $0.00$0.00 $200,000.00 $0.00 to support the development of a regional Circles USA organization that can expand access to the Circles curriculum and improve the financial sustainability of the program $800,000.00 2014
East Liberty Development Incorporated PC - 509(a)(1) $0.00 $900,000.00 $0.00 $300,000.00 $600,000.00 for purchase and repositioning of a 140 unit portfolio of properties that are among the worst crime hot spot properties in Homewood, Larimer and Garfield $900,000.00 2017
East Liberty Development Incorporated PC - 509(a)(1) $0.00 $43,500.00$0.00 $43,500.00 $0.00 to support the Pittsburgh Women in Poverty Video Project $43,500.00 2017
East Liberty Development Incorporated PC - 509(a)(1) $0.00 $185,000.00 $0.00 $50,000.00 $135,000.00 to support a partnership with Carnegie Mellon University’s Urban Design Build Studio to create a design/build social venture that leverages high-quality design, cutting edge development and building practices to generate sustainable, affordable housing $185,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
East Liberty Presbyterian Church PC - Church $0.00 $100,000.00 $0.00 $0.00 $100,000.00 to support Hope Academy activities in 2018 and 2019 $100,000.00 2017
Edgewood Symphony Orchestra Inc PC - 509(a)(2) $0.00 $3,000.00 $0.00 $3,000.00 $0.00 for support of the 30th Anniversary Season $3,000.00 2017
Education Law Center - Pa PC - 509(a)(1) $300,000.00 $0.00 $0.00 $300,000.00 $0.00 to support ELC expanding work to improve school climate by empowering schools, communities, parents and students with solutions and tools for change, with a continuing focus on parent and student engagement and school and community collaborations $900,000.00 2015
Elizabeth Forward School District NC - Government $0.00 $200,000.00 $0.00 $200,000.00 $0.00 Entity to support a web-based solution to increase student engagement and allow afterschool providers to link Out-of-School Time activities to: (1) instruction received in the school day, (2) PA Core Standards, and (3) best practices for individualized learning
$200,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Ellis School PC - 509(a)(1) $0.00 $6,691.00$0.00 $6,691.00 $0.00 to support the exhibition entitled "Touching Earth: Women Creating Communities" in conjunction with the National Council on Education for the Ceramic Arts annual conference in March 2018
$6,691.00 2017
Energy Innovation Center Institute Inc PC - 509(a)(2) $500,000.00 $0.00 $0.00 $500,000.00 $0.00 to provide support to further develop program curricula and personnel needed to both design and administer the training of the Energy Innovation Center Institute, a 21st century career and technical center in the Hill District neighborhood
$1,000,000.00 2016
Energy Innovation Center Institute Inc PC - 509(a)(2) $0.00 $400,000.00$0.00 $400,000.00 $0.00 to provide support for the Energy Innovation Center as it continues to grow its workforce training capacity and become a nationally recognized innovator of highly effective workforce development training programs $400,000.00 2017
Environmental Grantmakers Association PC - 509(a)(1) $0.00 $20,000.00 $0.00 $20,000.00 $0.00 for 2017 membership dues $20,000.00 2017
Environmental Grantmakers Association PC - 509(a)(1) $0.00 $10,000.00$0.00 $10,000.00 $0.00 to develop and enhance the intersection of arts and environmental strategic grantmaking $10,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Environmental Integrity Project PC - 509(a)(1) $75,000.00 $0.00 $0.00 $75,000.00 $0.00 to strengthen standards for controlling and reporting toxic releases and reducing pollution in western Pennsylvania $175,000.00 2016
Environmental Integrity Project PC - 509(a)(1) $0.00 $185,000.00$0.00 $185,000.00 $0.00 to improve air quality and environmental protection in the region $185,000.00 2017
Etna Economic Development Corporation PC - 509(a)(1) $0.00 $25,000.00 $0.00 $25,000.00 $0.00 to complete a detailed market assessment and action plan for the Etna Economic Development Corporation to frame their redevelopment efforts $25,000.00 2017
F O R Sto-Rox Neighborhood Corp PC - 509(a)(1) $30,000.00 $0.00$0.00 $30,000.00 $0.00 for teaching artist in residence program $60,000.00 2016
Fair Shake Environmental Legal Services PC - 509(a)(1) $0.00 $30,000.00 $0.00 $30,000.00 $0.00 to support Fair Shake Environmental Legal Services $30,000.00 2017
Fair Shake Environmental Legal Services PC - 509(a)(1) $0.00 $290,000.00$0.00 $290,000.00 $0.00 to support Fair Shake Environmental Legal Services $290,000.00 2017
Film Pittsburgh PC - 509(a)(1) $70,000.00 $0.00 $0.00 $35,000.00 $35,000.00 for two year operating support (2017-2018)
$70,000.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Fineview Citizens Council Inc PC - 509(a)(1) $140,000.00 $0.00$0.00 $140,000.00 $0.00 for general operating support for a small neighborhood organization to galvanize residents around a thoughtful vision rooted in keeping frail families in their neighborhood as it grows $200,000.00 2016
Food & Water Watch PC - 509(a)(1) $0.00 $80,000.00 $0.00 $80,000.00 $0.00 to increase community education and awareness in shale areas $80,000.00 2017
Foodcorps Inc PC - 509(a)(1) $0.00 $5,000.00$0.00 $5,000.00 $0.00 to support the keynote address at Pittsburgh’s Earth Day, 2017 $5,000.00 2017
For Inspiration And Recognition Of Science PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 And Technology First to support the FIRST Robotics Competition - innovative, team-based experiences that inspire students to pursue opportunities in science, technology, engineering and mathematics in southwestern Pennsylvania
$50,000.00 2017
The Forbes Funds SO I - 509(a)(3)- $100,000.00 $0.00$0.00 $100,000.00 $0.00 Type I to pilot a scalable model of strategic neighborhood planning and implementation that builds on The Forbes Funds’ experience in capacity building with the resident-engaged Community Census process $200,000.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
The Forbes Funds SO I - 509(a)(3)- $0.00 $25,000.00 $0.00 $25,000.00 $0.00 Type I to support Summit 2017: Our region wins when we work together $25,000.00 2017
The Forbes Funds SO I - 509(a)(3)- $0.00 $250,000.00$0.00 $250,000.00 $0.00 Type I to drive the awareness of The Forbes Funds management services available to non- profits in The Heinz Endowments priority neighborhoods $250,000.00 2017
The Forbes Funds SO I - 509(a)(3)- $0.00 $500.00 $0.00 $500.00 $0.00 Type I for 2017 membership dues for Greater Pittsburgh Nonprofit Partnership $500.00 2017
Foundation Center PC - 509(a)(1) $0.00 $18,000.00$0.00 $18,000.00 $0.00 to support the Foundation Center's efforts of connecting change makers in western Pennsylvania and beyond with the resources they need to serve their communities
$18,000.00 2017
Foundation For Pennsylvaniawatersheds 509(a)(3) $0.00 $25,000.00 $0.00 $25,000.00 $0.00 to support Enhancing Mining Reclamation Opportunities in Pennsylvania $25,000.00 2017
Foundation For Pennsylvaniawatersheds 509(a)(3) $0.00 $225,000.00$0.00 $225,000.00 $0.00 to restore southwestern Pennsylvania watersheds and ecosystems $225,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Fractracker Alliance SO I - 509(a)(3)- $0.00 $40,000.00 $0.00 $40,000.00 $0.00 Type I to map and assess energy infrastructure and demand in the region $40,000.00 2017
Fractracker Alliance SO I - 509(a)(3)- $0.00 $550,000.00$0.00 $275,000.00 $275,000.00 Type I to develop mapping and data engagement relating to shale development in the region $550,000.00 2017
Fractured Atlas Inc PC - 509(a)(1) $0.00 $5,220.00 $0.00 $5,220.00 $0.00 for support of Musical Theatre Artists of Pittsburgh's public events: a second edition of Hot Metal Musicals in July 2017; and a public Incubator reading of a new musical in the fall 2017 $5,220.00 2017
The Fred Rogers Company PC - 509(a)(1) $0.00 $49,999.00$0.00 $49,999.00 $0.00 to support "Dream Big", a video project featuring children's voices and their perspectives on kindness and neighborliness to help bring about a Just Pittsburgh
$49,999.00 2017
The Fred Rogers Company PC - 509(a)(1) $0.00 $3,000,000.00 $0.00 $0.00 $3,000,000.00 for support of The Legacy Lives on Campaign, to ensure the Company maintains and extends its leadership position in the production of children's media $3,000,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Friendship Community Presbyterian Church PC - 509(a)(1) $0.00 $11,000.00$0.00 $11,000.00 $0.00 for the Transformative Arts Process Young Artists grant (Imani Chisom) $11,000.00 2017
Front Porch Theatricals PC - 509(a)(2) $0.00 $17,400.00 $0.00 $17,400.00 $0.00 to support the 2017 season productions of Violet (May 19-28) and Big Fish (August 18- 27) at the New Hazlett Theater $17,400.00 2017
Fund For Advancement Of Minorities PC - 509(a)(1) $233,000.00 $0.00$0.00 $233,000.00 $0.00 Through Education Inc to support FAME's STEM Vision & Engagement Lab designed to provide participants with exposure and literacy in Science, Technology, Engineering and Math (STEM) $700,000.00 2015
Funders Network For Smart Growth And PC - 509(a)(1) $0.00 $30,000.00 $0.00 $30,000.00 $0.00 Livable Communities Inc for 2017-18 membership in the Consultative Group on Biological Diversity - an affinity group providing opportunities to work with foundation colleagues on issues of environmental health, air, climate, water and habitat protection
$30,000.00 2017
Gateway Medical Society Inc PC - 509(a)(1) $0.00 $50,000.00$0.00 $50,000.00 $0.00 to support a mentoring program for African American male students in Pittsburgh Schools by African American physicians
$50,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Global Minds Initiative Inc PC - 509(a)(1) $0.00 $10,000.00 $0.00 $10,000.00 $0.00 to support the expansion of The Global Minds Initiative's afterschool program into 10 schools $10,000.00 2017
Global Posse Productions Inc PC - 509(a)(1) $0.00 $0.00$0.00 $0.00 $0.00 to support Wade in the Water (Kuomboka) in April 2017 at the Carnegie Museum of Art's Hall of Sculpture $13,250.00 2016
Global Posse Productions Inc PC - 509(a)(1) $0.00 $17,400.00 $0.00 $17,400.00 $0.00 for support of the documentary entitled "Roofless" $17,400.00 2017
Global Solutions Pittsburgh PC - 509(a)(1) $0.00 $300,000.00$0.00 $150,000.00 $150,000.00 to support the implementation of a comprehensive immigrant integration plan by building capacity and addressing gaps in schools, the community, and workforce readiness $300,000.00 2017
Grant Managers Network PC - 509(a)(1) $0.00 $7,000.00 $0.00 $7,000.00 $0.00 for 2017 membership dues $7,000.00 2017
Grantmakers For Education PC - 509(a)(2) $0.00 $10,000.00$0.00 $10,000.00 $0.00 for 2017 Membership $10,000.00 2017
Grantmakers for Effective Organizations PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 for sponsorship of the GEO Leading Change Conference in November 2017 $50,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Grantmakers for Effective Organizations PC - 509(a)(1) $0.00 $12,000.00$0.00 $12,000.00 $0.00 for efforts to advance the organizational effectiveness of grantmakers in 2018 $12,000.00 2017
Grantmakers in Health PC - 509(a)(1) $0.00 $11,500.00 $0.00 $11,500.00 $0.00 for funding partner contributions $11,500.00 2017
Grantmakers In The Arts PC - 509(a)(1) $0.00 $50,000.00$0.00 $25,000.00 $25,000.00 for two year operating support (2017 and 2018) $50,000.00 2017
The Grantmakers Of Western Pennsyl Vania PC - 509(a)(1) $0.00 $23,000.00 $0.00 $23,000.00 $0.00
for support in 2017 $23,000.00 2017
The Grantmakers Of Western Pennsyl Vania PC - 509(a)(1) $0.00 $16,000.00$0.00 $16,000.00 $0.00
to support Remake Learning Days 2017, a two-week celebration of the innovations in learning happening throughout the greater Pittsburgh region $16,000.00 2017
Greater Pittsburgh Arts Council PC - 509(a)(1) $0.00 $560,000.00 $0.00 $280,000.00 $280,000.00 for two year operating support for the Office of Public Art (2017/18-2018/19) $560,000.00 2017
Greater Pittsburgh Arts Council PC - 509(a)(1) $0.00 $157,000.00$0.00 $157,000.00 $0.00 for support of the third year of Arts Excursions Unlimited in Hazelwood $157,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Greater Pittsburgh Arts Council PC - 509(a)(1) $0.00 $925,000.00 $0.00 $475,000.00 $450,000.00 for two year operating support (2017/18- 2018/19) $925,000.00 2017
Greater Pittsburgh Literacy Council PC - 509(a)(1) $0.00 $15,000.00$0.00 $15,000.00 $0.00 to provide adult basic education, high school equivalency, and workforce preparation skills to the residents of Hazelwood $15,000.00 2017
Greater Pittsburgh Office Of Promotion PC - 509(a)(1) $0.00 $4,955.00 $0.00 $4,955.00 $0.00 for a demographic study of the film industry in southwestern Pennsylvania $4,955.00 2017
Greater Uniontown Heritage Consortium PC - 509(a)(1) $0.00 $8,700.00$0.00 $8,700.00 $0.00 for support for the 2017 Summer at the State at the State Theatre in Uniontown $8,700.00 2017
Green Building Alliance PC - 509(a)(1) $700,000.00 $0.00 $0.00 $412,500.00 $287,500.00 to support operations, healthy schools and 2030 district $825,000.00 2016
Green Building Alliance PC - 509(a)(1) $0.00 $25,000.00$0.00 $25,000.00 $0.00 for the Almono Living Community Challenge Feasibility Study $25,000.00 2017
Group Against Smog And Pollution Inc PC - 509(a)(1) $175,000.00 $0.00 $0.00 $175,000.00 $0.00 to reduce air pollution sources and advocate for healthier air in southwestern Pennsylvania $350,000.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Grow Pittsburgh PC - 509(a)(1) $150,000.00 $0.00$0.00 $150,000.00 $0.00 to support Grow Pittsburgh Edible Schoolyard and Youth Programming Expansion $450,000.00 2015
Grow Pittsburgh PC - 509(a)(1) $0.00 $523,265.00 $0.00 $523,265.00 $0.00 to support the second and final phase of the Grow Pittsburgh-Kitchen Community partnership to create 50 learning gardens for underserved youth in Pittsburgh schools and communities $523,265.00 2017
Growth Through Energy & Community PC - 509(a)(1) $0.00 $15,000.00$0.00 $15,000.00 $0.00 Health Inc to support an event celebrating the successes of Growth Through Energy & Community Health’s outgoing and founding Executive Director, with proceeds from the event used to support future staffing
$15,000.00 2017
Growth Through Energy & Community PC - 509(a)(1) $0.00 $45,000.00 $0.00 $45,000.00 $0.00 Health Inc to support the Pittsburgh Community Survey Collaborative, led by GTECH, to build local data collection capacity through survey standardization, technical training, access to data collection tools, and better data sharing and storage
$45,000.00 2017
Guardian Angels Medical Service Dogs PC - 509(a)(1) $0.00 $11,000.00$0.00 $11,000.00 $0.00 to sponsor the 2nd Annual Community Mutt Strut at Frick Park on September 16, 2017
$11,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Guardians Of Sound Inc PC - 509(a)(1) $0.00 $20,000.00 $0.00 $20,000.00 $0.00 to support the Guardians of Sound’s Hip Hop Orchestra to be held at the August Wilson Center in the summer 2017 and ongoing music lessons at partner organizations after the music camp $20,000.00 2017
Guardians Of Sound Inc PC - 509(a)(1) $0.00 $12,000.00$0.00 $12,000.00 $0.00 to support the performance of "Soca Plus" on April 9, 2018 at the August Wilson Center $12,000.00 2017
Guidestar USA PC - 509(a)(1) $0.00 $5,000.00 $0.00 $5,000.00 $0.00 for champion membership to GuideStar $5,000.00 2017
Gwens Girls Incorporated PC - 509(a)(1) $75,000.00 $0.00$0.00 $75,000.00 $0.00 to support Gwen's Girls STEMpowered: Bridge to College Program $150,000.00 2016
Gwens Girls Incorporated PC - 509(a)(1) $0.00 $5,000.00 $0.00 $5,000.00 $0.00 for sponsorship of "An Intersectional Approach: Systems Working Together to Advance Equity for Black Girls" to be held in October 2017 $5,000.00 2017
Hazelwood Initiative Inc PC - 509(a)(1) $160,000.00 $0.00$0.00 $160,000.00 $0.00 for significant expansion of staff capacity and community development activity of Hazelwood Initiative $1,145,250.00 2014
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Hazelwood Initiative Inc PC - 509(a)(1) $0.00 $1,000.00 $0.00 $1,000.00 $0.00 in memory of Virginia Figlar $1,000.00 2017
Hazelwood Initiative Inc PC - 509(a)(1) $0.00 $48,000.00$0.00 $24,000.00 $24,000.00 to support Hazelwood Initiative in their efforts to ensure that a city-funded planning process generates a community-supported, market-based Community Plan for Hazelwood $48,000.00 2017
Healthy Start Inc PC - 509(a)(1) $0.00 $150,000.00 $0.00 $75,000.00 $75,000.00 to support a pilot between Healthy Start and Pittsburgh Public Schools Teen ELECT Program: Eliminating Health Disparities and Improving Educational Outcomes for Teen Parents $150,000.00 2017
Henry M Jackson Foundation For The PC - 509(a)(1) $0.00 $40,000.00$0.00 $40,000.00 $0.00 Advancement Of Military Medicine to support the Veterans Metrics Initiative: Linking Program Components to Post- Military Well-Being research study $40,000.00 2017
Higher Achievement Program Inc PC - 509(a)(1) $0.00 $150,000.00 $0.00 $0.00 $150,000.00 to support a study that evaluates how shared leadership between Pittsburgh Public School communities and the Early College High School prepares middle school students from at-risk neighborhoods for higher learning opportunities
$150,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Hill Community Development Corporation PC - 509(a)(1) $0.00 $115,000.00$0.00 $57,500.00 $57,500.00 for general operating support designed to build project management capacity $115,000.00 2017
Hill Community Development Corporation PC - 509(a)(1) $0.00 $350,000.00 $0.00 $0.00 $350,000.00 to underwrite the cost of artists' rents and programming support at the new live/work space for individuals artists and arts activity in the Hill District and support of the Hill Master Plan $350,000.00 2017
Hill Dance Academy Theatre-Hdat PC - 509(a)(1) $60,000.00 $0.00$0.00 $0.00 $60,000.00 for two year (2017-2018) operating support
$120,000.00 2016
Hill Dance Academy Theatre-Hdat PC - 509(a)(1) $0.00 $20,000.00 $0.00 $20,000.00 $0.00 to support performances of Black Nativity (December 14-23, 2017) at the University of Pittsburgh's Alumni Hall $20,000.00 2017
Hill District Consensus Group PC - 509(a)(1) $0.00 $36,000.00$0.00 $36,000.00 $0.00 to provide operating support during a critical time of staff and neighborhood transition $36,000.00 2017
Hill District Education Council PC - 509(a)(1) $100,000.00 $0.00 $0.00 $100,000.00 $0.00 to support the general operations of the organization in order to increase its capacity to meet its goals and objectives for the current program year $200,000.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Hill House Association PC - 509(a)(1) $200,000.00 $0.00$0.00 $200,000.00 $0.00 to support the restructuring of Hill House as it moves towards becoming a financially sustainable organization $1,000,000.00 2014
Hill House Association PC - 509(a)(1) $0.00 $250,000.00 $0.00 $250,000.00 $0.00 to provide core operating support in 2018 $250,000.00 2017
Hill House Passport Academy Charter School PC - 509(a)(1) $75,000.00 $0.00$0.00 $75,000.00 $0.00
to support the Work-based Learning Program to be career ready upon graduation from high school, through exposure to career development opportunities including dual credit courses, career exploration activities, work-based learning and career workshops.
$150,000.00 2015
Hilltop Alliance PC - 509(a)(1) $0.00 $30,000.00 $0.00 $30,000.00 $0.00 to support the preparation and development of the Hilltop Farm project $30,000.00 2017
Historical Society Of Western Pennsylvania PC - 509(a)(1) $570,000.00 $0.00$0.00 $300,000.00 $270,000.00
for two year operating support (2016/17- 2017/18) $570,000.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Holy Family Institute PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 to support a pilot project using a social virtual reality platform and youth-led storytelling to implement a proof-of-concept initiative capturing reflective project-based activities aligned with career preparation and workforce $50,000.00 2017
Home By Hand Inc PC - 509(a)(1) $0.00 $15,000.00$0.00 $15,000.00 $0.00 to engage Pittsburgh's community revitalization sector in supporting and implementing a reliable source of equity for the rehabilitation and construction of one- to four-family homes in distressed neighborhoods, both locally and across the nation $15,000.00 2017
Home By Hand Inc PC - 509(a)(1) $0.00 $200,000.00 $0.00 $100,000.00 $100,000.00 to provide operating support to Home by Hand to increase the supply of one- to four- family affordable homes in Pittsburgh and across the country $200,000.00 2017
Homeless Childrens Education Fund PC - 509(a)(1) $0.00 $45,000.00$0.00 $45,000.00 $0.00 to support BigBurgh.Com - a homeless services "information nexus" mobile optimized website for low-income and homeless constituents in Allegheny County $45,000.00 2017
Homewood Childrens Village PC - 509(a)(1) $0.00 $40,000.00 $0.00 $40,000.00 $0.00 to mobilize community response to environmental impacts $40,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Hosanna House Inc PC - 509(a)(1) $0.00 $300,000.00$0.00 $100,000.00 $200,000.00 to support a strategic economic development plan for Wilkinsburg in a two block area around Hosanna House $300,000.00 2017
Imani Christian Academy PC - 509(a)(1) $0.00 $150,000.00 $0.00 $150,000.00 $0.00 to provide support for strategic fundraising and programmatic changes to ensure Imani Christian Academy's long-term sustainability $150,000.00 2017
Independent Sector PC - 509(a)(1) $0.00 $15,000.00$0.00 $15,000.00 $0.00 to support nonprofit accountability efforts of the Independent Sector for 2018 $15,000.00 2017
Institute For Energy Economics And PC - 509(a)(1) $0.00 $10,000.00 $0.00 $10,000.00 $0.00 Financial Analysis Inc to assess the financial outlook for oil, gas and petrochemical industries $10,000.00 2017
International Living Future Institute PC - 509(a)(1) $0.00 $40,000.00$0.00 $25,000.00 $15,000.00 to accelerate the participation in healthy material training and education in the Pittsburgh manufacturing community through scholarships to the Living Product Expo and local technical training workshops $40,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Jada House International Inc PC - 509(a)(2) $0.00 $25,000.00 $0.00 $25,000.00 $0.00 for the support of JADA House: A positive environment where Hazelwood youth come together and learn how to incorporate critical, creative, and ethical thinking into their daily lives $25,000.00 2017
Jazz Workshop Inc PC - 509(a)(1) $0.00 $17,400.00$0.00 $17,400.00 $0.00 to support the 2017 concert series $17,400.00 2017
The Jefferson Awards For Public Service PC - 509(a)(1) $0.00 $1,000.00 $0.00 $1,000.00 $0.00 for sponsorship of the Kate Dewey Award for Lifetime Achievement in Public Service on November 11, 2017 $1,000.00 2017
Jewish Federation Of Greater Pittsburgh PC - 509(a)(1) $0.00 $30,000.00$0.00 $30,000.00 $0.00 to support six public and/or charter school educators from Pittsburgh area schools to attend the 2017 Poland Personally Educators' Study Seminar $30,000.00 2017
Jewish Federation Of Greater Pittsburgh PC - 509(a)(1) $0.00 $15,000.00 $0.00 $15,000.00 $0.00 to support the Pittsburgh Jewish Music Festival's 2018 season (spring and fall 2018) completing the "Russian Classics" series $15,000.00 2017
Johnstown Flood Museum Association $0.00 $0.00$0.00 $0.00 $0.00 to present local and regional arts talent to the Johnstown community Centennial in 1989-90 Cancelled by C8912 Original Grant Amount $4,000 $0.00 1989
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Junior Achievement Of Western PC - 509(a)(1) $0.00 $25,000.00 $0.00 $25,000.00 $0.00 Pennsylvania Inc to provide support for the JA "I Can!" Initiative, which is designed to ready low- income students for career and workforce development, financial literacy and entrepreneurial skills to help them become future workers $25,000.00 2017
Kente Arts Alliance PC - 509(a)(1) $0.00 $17,400.00$0.00 $17,400.00 $0.00 for support of the 2017/18 season $17,400.00 2017
Keystone Research Center Inc PC - 509(a)(2) $0.00 $350,000.00 $0.00 $150,000.00 $200,000.00 to understand and explore, through a multi- scenario analysis, the impact of automation on jobs and identify policy and institutional responses that could create a just economy whatever the scale and timing of technological impacts $350,000.00 2017
Kingsley Association PC - 509(a)(1) $50,000.00 $0.00($50,000.00) $0.00 $0.00 CANCELED $50,000 on 8/16/17 - to support building the capacity of the Kingsley Association with a Community Sustainability Director to coordinate partnerships, community engagement and development activities in realizing the community’s vision $175,000.00 2014
Landslide Community Farm PC - 509(a)(1) $30,000.00 $0.00 ($30,000.00) $0.00 $0.00 Canceled $30,000 12/2017 - for teaching artist in residence program $30,000.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Larimer Consensus Group, Inc PC - 509(a)(1) $125,000.00 $0.00$0.00 $125,000.00 $0.00 to assist current homeowners in Larimer in securing their equity wealth by improving the condition of their homes while attracting new working families with diverse incomes to the neighborhood
$250,000.00 2016
Lawrenceville Development Corporation PC - 509(a)(1) $0.00 $43,910.00 $0.00 $43,910.00 $0.00 to support continued planning and implementation of the Lawrenceville Community Land Trust $43,910.00 2017
Lawrenceville Development Corporation PC - 509(a)(1) $0.00 $100,000.00$0.00 $50,000.00 $50,000.00 to build the first community land trust homes in western Pennsylvania and educate other communities on products, processes and rationale of this equitable development tool $100,000.00 2017
Lawrenceville Development Corporation PC - 509(a)(1) $0.00 $15,000.00 $0.00 $15,000.00 $0.00 to expand the knowledge base and broaden understanding of the community land trust model in the Pittsburgh region and build capacity within key neighborhood organizations seeking to implement the model $15,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Leadership Pittsburgh Inc PC - 509(a)(2) $50,000.00 $0.00$0.00 $50,000.00 $0.00 to support the second, third, and fourth cohorts of the Community Leadership Course for Veterans as it engages post-9/11 high potential veterans from the Pittsburgh region in leadership and service opportunities $200,000.00 2015
Leadership Pittsburgh Inc PC - 509(a)(2) $0.00 $500,000.00 $0.00 $0.00 $500,000.00 to launch the "Lead Now Pittsburgh" program, a new nonprofit leadership initiative $500,000.00 2017
Leadership Pittsburgh Inc PC - 509(a)(2) $0.00 $200,000.00$0.00 $0.00 $200,000.00 to support the fifth and sixth cohort of Leadership Pittsburgh’s Community Leadership Course for Veterans $200,000.00 2017
League Of Women Voters Of Pennsylvania PC - 509(a)(1) $0.00 $47,000.00 $0.00 $47,000.00 $0.00 Citizen Education Fun to support community awareness and engagement relating to shale and petrochemical development $47,000.00 2017
The Legacy Arts Project Inc PC - 509(a)(1) $70,000.00 $0.00$0.00 $35,000.00 $35,000.00 three year operating support for the Legacy Arts Project Youth Arts Program (2016- 2018) $105,000.00 2016
The Legacy Arts Project Inc PC - 509(a)(1) $30,000.00 $0.00 ($30,000.00) $0.00 $0.00 Canceled $30,000 12/2017 - for teaching artist in residence program $30,000.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
The Legacy Arts Project Inc PC - 509(a)(1) $0.00 $100,000.00$0.00 $50,000.00 $50,000.00 for two year programming support for the Sankofa Village for the Arts Cultural Center
$100,000.00 2017
The Legacy Arts Project Inc PC - 509(a)(1) $0.00 $17,400.00 $0.00 $17,400.00 $0.00 to support Dance Africa: Pittsburgh "It's in the AIR: Art is Revolution" July 21-23, 2017 at the Kelly Strayhorn Theater $17,400.00 2017
The Legacy Arts Project Inc PC - 509(a)(1) $0.00 $15,000.00$0.00 $15,000.00 $0.00 for the Transformative Arts Process Young Artists grant (Toddja Thornhill) $15,000.00 2017
Lifesteps Inc PC - 509(a)(2) $0.00 $150,000.00 $0.00 $50,000.00 $100,000.00 to support the Reengineering and System Integration Initiative -Phase 2: Focusing on client and family engagement through active participation in the planning and management of individual's with special needs daily care and life goals through technology $150,000.00 2017
Lincoln University PC - 509(a)(1) $0.00 $24,000.00$0.00 $24,000.00 $0.00 for the Vira I. Heinz Scholarship Program for Women in Global Leadership $24,000.00 2017
Little Lake Theatre Company PC - 509(a)(2) $0.00 $15,902.00 $0.00 $15,902.00 $0.00 to support the production of "Macbeth" during the 70th Anniversary MainStage season (September 20-October 6, 2018) $15,902.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Luminari Inc PC - 509(a)(2) $0.00 $20,000.00$0.00 $20,000.00 $0.00 to support program's curriculum design and provide need-based scholarships for potential teen leadership camp particpants $20,000.00 2017
Macedonia Family And Community PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 Enrichment Center to support The Girls Circle Project, an evidence-based program targeting the healthy development of African American girls $50,000.00 2017
Manchester Academic Charter School PC - 509(a)(1) $180,400.00 $0.00$0.00 $180,400.00 $0.00 to support education equity and impact underrepresented communities through an individualized, project-based curriculum to exceed common core standards focused on social justice, equity, sustainability and collaborative citizenship.
$579,200.00 2015
The Mattress Factory PC - 509(a)(1) $180,000.00 $0.00 $0.00 $90,000.00 $90,000.00 for two year operating support (2017-2018)
$180,000.00 2016
Media Impact Funders PC - 509(a)(1) $0.00 $32,200.00$0.00 $32,200.00 $0.00 for research and convening's to develop solutions for the volatile local journalism ecosystem in the Pittsburgh area $32,200.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Mendelssohn Choir Of Pittsburgh PC - 509(a)(2) $50,000.00 $0.00 $0.00 $25,000.00 $25,000.00 for three year operating support (2016- 2018) $81,000.00 2015
The Mentoring Partnership Of Southwestern PC - 509(a)(1) $40,000.00 $0.00 $0.00 $40,000.00 $0.00 PA to increase the capacity of local mentoring programs to address the needs of youth through high-quality mentoring programs. $80,000.00 2016
The Mentoring Partnership Of Southwestern PC - 509(a)(1) $0.00 $5,000.00 $0.00 $5,000.00 $0.00 PA to sponsor The Magic Of Mentoring event on October 3, 2017 $5,000.00 2017
Millvale Library PC - 509(a)(1) $0.00 $15,000.00 $0.00 $15,000.00 $0.00 to support a technology upgrade at the Millvale Community Library to facilitate increased staff, learning, and sustainability opportunities for the Millvale community
$15,000.00 2017
The Mission Continues PC - 509(a)(1) $126,000.00 $0.00 $0.00 $126,000.00 $0.00 to provide two years of support two years of for a Pittsburgh-based Community Impact Manager, platoon operations in Hazelwood, and 10 fellows $252,000.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Montour School District NC - Government $0.00 $5,000.00$0.00 $5,000.00 $0.00 Entity to provide registration scholarships to underserved school districts to attend the K- 12 National Educational Research in Practice Summit facilitated by CMU and the Montour School District on Nov. 16 & 17, 2017 $5,000.00 2017
Mothers Out Front Inc PC - 509(a)(1) $0.00 $10,000.00 $0.00 $10,000.00 $0.00 to assess engagement in western Pennsylvania $10,000.00 2017
Mountain Watershed Association PC - 509(a)(1) $275,000.00 $0.00$0.00 $275,000.00 $0.00 to support communities and ecosystems impacted by coal and shale gas development in western Pennsylvania $550,000.00 2016
National Committee for Responsive PC - 509(a)(2) $0.00 $25,000.00 $0.00 $25,000.00 $0.00 Philanthropy for 2017 support of the National Committee for Responsive Philanthropy $25,000.00 2017
National Committee for Responsive PC - 509(a)(2) $0.00 $25,000.00$0.00 $25,000.00 $0.00 Philanthropy for general operating support $25,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
National Council Of Jewish Women PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 Incorporated to support the implementation of Standing Firm's strategic and sustainability recommendations, targeting diversifying revenue streams, succession planning and merger options $50,000.00 2017
National Endowment for the Arts NC - Government $0.00 $0.00($20,000.00) ($20,000.00) $0.00 Entity REFUND of $20,000 on 7/10/17 - for 50th Anniversary celebration activities $80,000.00 2015
National Math And Science Initiative Inc PC - 509(a)(1) $316,666.00 $0.00 $0.00 $316,666.00 $0.00 to support The National Math and Science Initiative as it seeks to implement its highly effective Advanced Placement Program in two additional high schools in Pittsburgh Public Schools $950,000.00 2015
National Public Education Support Fund PC - 509(a)(1) $0.00 $10,000.00$0.00 $10,000.00 $0.00 for annual membership commitment $10,000.00 2017
National Society Of Black Engineers PC - 509(a)(1) $0.00 $30,000.00 $0.00 $30,000.00 $0.00 to support the launch of the Summer Engineering Experience for Kids (SEEK) Pittsburgh program, which provides engineering education to minority students while increasing their interest in STEM and improving their math and science proficiency $30,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
National Young Farmers Coalition PC - 509(a)(1) $0.00 $162,675.00 $0.00 $0.00 $162,675.00 to support the Campaign for Affordable Land Access in Pennsylvania $162,675.00 2017
Negro Educational Emergency Drive Need PC - 509(a)(1) $266,666.00 $0.00 $0.00 $133,333.00 $133,333.00 to support the Access to College and Career Education (ACE) and African American Male Initiative (AAMMI) programs
$400,000.00 2016
Neighborhood Funders Group PC - 509(a)(1) $0.00 $25,000.00 $0.00 $25,000.00 $0.00 for NFG membership dues and Democratizing Development Program Sponsorship $25,000.00 2017
Wireless Neighborhoods PC - 509(a)(1) $100,000.00 $0.00 $0.00 $100,000.00 $0.00 to support an out-of-school time program that provides high school students with leadership opportunities by training them in reading and STEM $300,000.00 2015
Netcentric Campaigns Inc PC - 509(a)(2) $80,000.00 $0.00 $0.00 $80,000.00 $0.00 to support community networks in shale- impacted regions in Pennsylvania and nationally $160,000.00 2016
Netcentric Campaigns Inc PC - 509(a)(2) $0.00 $155,000.00 $0.00 $155,000.00 $0.00 to support community networks in shale- impacted regions $155,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
New Hampshire Charitable Foundation PC - 509(a)(1) $0.00 $25,000.00$0.00 $25,000.00 $0.00 to support the Community Foundations Opportunity Network (CFON) for basic operations ($10,000) and to support the 2nd Annual CFON Learning and Action Forum on July 27, 2017 in Chicago, IL $25,000.00 2017
New Hazlett Center For The Performing Arts PC - 509(a)(1) $100,000.00 $0.00 $0.00 $100,000.00 $0.00
for three year operating support (2015- 2017) $300,000.00 2015
New Hazlett Center For The Performing Arts PC - 509(a)(1) $0.00 $8,100.00$0.00 $8,100.00 $0.00
to support "Büer's Kiss" at the New Hazlett Theater (April 12, 2018) $8,100.00 2017
New Horizon Theather Inc PC - 509(a)(1) $0.00 $20,000.00 $0.00 $20,000.00 $0.00 for support of "Detroit 67" (February 1-11, 2018) at the University of Pittsburgh's Falk School $20,000.00 2017
New Sun Rising PC - 509(a)(2) $50,000.00 $0.00$0.00 $50,000.00 $0.00 to support PearlArts Studios (PAS) Movement Residency Series $100,000.00 2015
New Sun Rising PC - 509(a)(2) $12,750.00 $0.00 $0.00 $12,750.00 $0.00 to support Start with Art: Pittsburgh's project to transform baby nurseries into art galleries $12,750.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
New Sun Rising PC - 509(a)(2) $12,750.00 $0.00$0.00 $12,750.00 $0.00 for support of the Lucinda Childs Project at the Andy Warhol Museum in July 2017 $12,750.00 2016
New Sun Rising PC - 509(a)(2) $0.00 $0.00 $0.00 $0.00 $0.00 REFUND of $6,889.91 on 3/6/18 - for Professional Development and stipends for the Transformative Arts Process Advisory Board $41,110.09 2016
New Sun Rising PC - 509(a)(2) $0.00 $102,000.00$0.00 $102,000.00 $0.00 REFUND $13,277.58 on 3/6/18 - to support Transformative Arts Process Teaching Artist Awards and Advisory Board stipends
$88,722.42 2017
New Sun Rising PC - 509(a)(2) $0.00 $40,000.00 $0.00 $40,000.00 $0.00 to support the Black Unicorn's Pop-Up Reading Room $40,000.00 2017
New Sun Rising PC - 509(a)(2) $0.00 $30,000.00$0.00 $30,000.00 $0.00 to support the Hello Neighbor Mentor Program and Pilot $30,000.00 2017
New Sun Rising PC - 509(a)(2) $0.00 $200,000.00 $0.00 $87,500.00 $112,500.00 to accelerate implementation of Millvale’s EcoDistrict and extend planning to four new communities, with a particular focus on air quality education and mitigation $200,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
New Sun Rising PC - 509(a)(2) $0.00 $100,000.00 $0.00 $0.00 $100,000.00 to support PearlArts Studios' (PAS) PearlDiving Movement Residency Series $100,000.00 2017
New Sun Rising PC - 509(a)(2) $0.00 $10,000.00 $0.00 $10,000.00 $0.00 for the launch of Digital Bridges Mastermind Mastermind Mentorship: A pilot program in Hazelwood that teaches young adults safe strategies in their exploration of technology-based resources $10,000.00 2017
New Venture Fund PC - 509(a)(1) $0.00 $5,000.00 $0.00 $5,000.00 $0.00 for 2017 membership dues $5,000.00 2017
Nine Mile Run Watershed Association Inc PC - 509(a)(1) $0.00 $100,000.00 $0.00 $100,000.00 $0.00 to restore and protect the Nine Mile Run watershed and demonstrate the benefits of green infrastructure to the region’s broader stormwater challenges $100,000.00 2017
Nine Mile Run Watershed Association Inc PC - 509(a)(1) $0.00 $12,000.00 $0.00 $12,000.00 $0.00 to implement post-construction monitoring at the Oakwood-Batavia Green Stormwater Infrastructure site $12,000.00 2017
No One Left Behind Inc PC - 509(a)(1) $0.00 $130,000.00 $0.00 $70,000.00 $60,000.00 to support the establishment of a No One Left Behind chapter in Pittsburgh $130,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Northside Coalition For Fair Housing Inc PC - 509(a)(1) $87,500.00 $0.00 ($87,500.00) $0.00 $0.00 to support a two year low income housing tenant engagement, organizing, and planning project designed to support a multi- neighborhood vision, generate service enriched housing and align various Northside and city stakeholders in a comprehensive change $87,500.00 2016
Northside Coalition For Fair Housing Inc PC - 509(a)(1) $0.00 $46,539.00 $0.00 $46,539.00 $0.00 to assist with the stabilization and restructuring of the Northside Coalition for Fair Housing in order to ensure that service provision to residents continues uninterrupted $46,539.00 2017
Northside Industrial Development Company PC - 509(a)(2) $0.00 $50,000.00 $0.00 $50,000.00 $0.00
to further the "All in Pittsburgh" initiative in partnership with the Urban Kind Institute, Policy Link, and others $50,000.00 2017
Northside Industrial Development Company PC - 509(a)(2) $0.00 $50,000.00 $0.00 $50,000.00 $0.00
to support the Community Organizing Academy in Hazelwood and Homewood $50,000.00 2017
Northside Leadership Conference PC - 509(a)(1) $0.00 $0.00 ($4,096.39) ($4,096.39) $0.00 REFUND of $4,096.39 on 7/18/17 - to heighten quality of dialogue and resulting bridge designs in Allegheny Commons $34,903.61 2011
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Not An Alternative Inc PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 to launch a national museum exhibition and community advocacy to raise awareness about the impacts of fossil energy expansion
$50,000.00 2017
Nurturepa Inc PC - 509(a)(1) $100,000.00 $0.00$0.00 $100,000.00 $0.00 to support the expansion of the Nurture program, to West Penn Hospital $200,000.00 2016
P O O R L A W PC - 509(a)(1) $30,000.00 $0.00 ($4,000.00) $26,000.00 $0.00 Canceled $4,000 on 12/2017 - for teaching artist in residence program $56,000.00 2016
P O O R L A W PC - 509(a)(1) $0.00 $25,000.00$0.00 $25,000.00 $0.00 to build the impact and effectiveness of the Hazelwood Youth Media Justice Program $25,000.00 2017
Parents as Teachers National Center PC - 509(a)(1) $0.00 $5,000.00 $0.00 $5,000.00 $0.00 to sponsor the annual conference in Pennsylvania $5,000.00 2017
Partnership For Minority Hiv-Aids PC - 509(a)(1) $0.00 $17,400.00$0.00 $17,400.00 $0.00 Prevention for support of the Sembene Film & Arts Festival (November 2017-June 2018) $17,400.00 2017
Passive House Western Pennsylvania PC - 509(a)(2) $0.00 $30,000.00 $0.00 $0.00 $30,000.00 to sponsor the North American Passive House 2018 conference and expand the use of the Passive House Standard $30,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Pavers PC - 509(a)(1) $0.00 $40,000.00$0.00 $40,000.00 $0.00 to support the Day One Project: A housing and educational initiative that enables low income single parents to achieve self- sufficiency by the time their children are ready for kindergarten $40,000.00 2017
Pennenvironment Research And Policy PC - 509(a)(1) $85,000.00 $0.00 $0.00 $85,000.00 $0.00 Center to address air quality and shale impacts in region $185,000.00 2016
Pennenvironment Research And Policy PC - 509(a)(1) $0.00 $180,000.00$0.00 $180,000.00 $0.00 Center to minimize the health impacts of pollution on communities throughout southwestern Pennsylvania from environmental factors $180,000.00 2017
Pennsylvania Association For Sustainable PC - 509(a)(1) $0.00 $7,500.00 $0.00 $0.00 $7,500.00 Agriculture to support broad based participation in PASA’s Farming for the Future Conference, 2018 $7,500.00 2017
Pennsylvania Association For The Education PC - 509(a)(2) $0.00 $2,000.00$0.00 $2,000.00 $0.00 Of Young Children for sponsorship of the 2017 PennAEYC VOICE for Children Award Celebration to be held on April 7, 2017 $2,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Pennsylvania Association For The Education PC - 509(a)(2) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 Of Young Children to support the Pennsylvania AEYC system transition and growth through improved affiliate restructuring and staffing $50,000.00 2017
Pennsylvania Association For The Education PC - 509(a)(2) $0.00 $500,000.00 $0.00 $0.00 $500,000.00 Of Young Children to support reenergizing a comprehensive policy and advocacy strategy that strengthens Pennsylvania's early learning system and makes programs, support and resources accessible for all children and families $500,000.00 2017
Pennsylvania Coalition Against Domestic PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 Violence to support the evaluation of a mobile application to increase the self-efficacy of parents discussing healthy relationships and dating violence with their adolescents $50,000.00 2017
Pennsylvania Downtown Center Inc PC - 509(a)(1) $0.00 $28,200.00 $0.00 $28,200.00 $0.00 to provide scholarship support for students and minority attendees to the National Main Street Center’s Main Street Now! Conference in Pittsburgh in May 2017 $28,200.00 2017
Pennsylvania Environmental Council Inc PC - 509(a)(1) $0.00 $5,000.00 $0.00 $5,000.00 $0.00 to underwrite Lifetime Achievement Awards for R. John Dawes, Sr. and John Schombert
$5,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Pennsylvania Immigration Citizenship PC - 509(a)(1) $0.00 $40,000.00$0.00 $40,000.00 $0.00 Coalition to support WE Lead Pittsburgh: a pilot project aimed at building capacity within immigrant communities and providing needed immigration services and building leadership to immigrant women $40,000.00 2017
Pennsylvania Partnerships For Children PC - 509(a)(1) $100,000.00 $0.00 $0.00 $100,000.00 $0.00 to provide three-year core operating support to advance statewide child advocacy efforts $500,000.00 2015
Pennsylvania State University NC - Government $0.00 $28,084.00$0.00 $28,084.00 $0.00 Entity to conduct a feasibility study and create a plan to improve Federal support for local and regional food in western Pennsylvania $28,084.00 2017
Pennsylvania State University NC - Government $0.00 $190,000.00 $0.00 $190,000.00 $0.00 Entity to support the Pittsburgh Food Policy Council’s work to improve regional food systems and provide nutritious foods in underserved communities $190,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Pennsylvania State University NC - Government $0.00 $30,289.00$0.00 $30,289.00 $0.00 Entity to assist Project TEAM, an integrated, sustainable model for teacher professional development, career development, and school-wide change, create greater capacity in Pittsburgh district and charters schools to prepare students for holistic learning
$30,289.00 2017
Persad Center Inc PC - 509(a)(2) $100,000.00 $0.00 $0.00 $100,000.00 $0.00 to assist LGBTQ young adults who are experiencing skill and opportunity barriers to pilot the Young Adult Opportunity Program $200,000.00 2016
Philadelphia Leadership Foundtion PC - 509(a)(1) $0.00 $2,000.00$0.00 $2,000.00 $0.00 to support the symposium on Child Well- Being in Pennsylvania and the Urgent Need for Father Involvement on September 27, 2017 $2,000.00 2017
Philanthropy Roundtable PC - 509(a)(1) $0.00 $15,000.00 $0.00 $15,000.00 $0.00 for support of the Philanthropy Roundtable
$15,000.00 2017
Phipps Conservatory And Botanical Gardens PC - 509(a)(1) $0.00 $50,000.00$0.00 $50,000.00 $0.00 Inc to support the Let's Move Pittsburgh Champion Schools Program: Building Healthy Places for Children to Learn and Grow in Allegheny County $50,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Phipps Conservatory And Botanical Gardens PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 Inc to support urban farming in Homewood $50,000.00 2017
Physicians Scientists And Engineers For PC - 509(a)(1) $0.00 $45,000.00$0.00 $45,000.00 $0.00 Sustainable And Healthy Energy to conduct an analysis of oil and gas waste disposal in Pennsylvania $45,000.00 2017
Pirates Charities PC - 509(a)(1) $0.00 $25,000.00 $0.00 $25,000.00 $0.00 for relief efforts in Puerto Rico $25,000.00 2017
Pittsburgh Ballet Theatre Inc PC - 509(a)(1) $420,000.00 $0.00$0.00 $210,000.00 $210,000.00 for three year operating support (2015/16- 2017/18) $630,000.00 2015
Pittsburgh Ballet Theatre Inc PC - 509(a)(1) $0.00 $15,000.00 $0.00 $15,000.00 $0.00 to sponsor the Pointe in Time gala on November 11, 2017 $15,000.00 2017
Pittsburgh Ballet Theatre Inc PC - 509(a)(1) $0.00 $20,000.00$0.00 $20,000.00 $0.00 to conduct research measuring the effects of Pittsburgh Ballet Theatre's curriculum on Executive Function skill development in young children $20,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Pittsburgh Ballet Theatre Inc PC - 509(a)(1) $0.00 $25,000.00 $0.00 $0.00 $25,000.00 to support the Pittsburgh Ballet Theatre and its collaborative partners in creating standardized communications and strategies for the BUZZWORD Pittsburgh Initiative
$25,000.00 2017
Pittsburgh Black Media Federation PC - 509(a)(1) $0.00 $10,000.00 $0.00 $10,000.00 $0.00 to support a community engagement and education initiative, American Heroes: The Homewood Project $10,000.00 2017
Pittsburgh Board of Public Education NC - Government $0.00 $0.00 $0.00 $0.00 $0.00 Entity REFUND of $47,491.55 3/2/18 - to leverage 21st Century After School funding for out-of- school time programs at Pittsburgh Langley K-8 and Pittsburgh King K-8
$102,508.45 2012
Pittsburgh Board of Public Education NC - Government $50,000.00 $0.00 $0.00 $50,000.00 $0.00 Entity for continued support of the after-school coordinator position at Pittsburgh Public Schools $150,000.00 2015
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Pittsburgh Board of Public Education NC - Government $0.00 $0.00 ($12,180.99) ($12,180.99) $0.00 Entity REFUND of $12,180.99 5/23/17 - to support Study Tour of Early College Models
$17,819.01 2015
Pittsburgh Board of Public Education NC - Government $0.00 $0.00($16,339.74) ($16,339.74) $0.00 Entity REFUND of $16,339.74 on 8/23/17 - to support the planning and facilitation of an Early College High School initiative for Pittsburgh Public Schools $33,660.26 2015
Pittsburgh Board of Public Education NC - Government $0.00 $336,000.00 $0.00 $336,000.00 $0.00 Entity to support the Pittsburgh Public Schools' Summer Dreamers Academy, a summer learning camp serving students who have completed kindergarten through seventh grade, for the summer of 2017 $336,000.00 2017
The Pittsburgh Camerata PC - 509(a)(1) $0.00 $7,045.00$0.00 $7,045.00 $0.00 to support performances of "Magnificat," in December 2017 $7,045.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Pittsburgh Community Broadcasting PC - 509(a)(1) $0.00 $95,000.00 $0.00 $95,000.00 $0.00 Corporation to support Allegheny Front Radio $95,000.00 2017
Pittsburgh Community Broadcasting PC - 509(a)(1) $0.00 $30,000.00$0.00 $30,000.00 $0.00 Corporation to support a consultative project that will study Pittsburgh's music ecosystem and develop recommendations to advance a "music city" strategy $30,000.00 2017
Pittsburgh Community Reinvestment Group PC - 509(a)(1) $108,333.00 $0.00 $0.00 $108,333.00 $0.00
to support the GoBurgh Initiative of Pittsburgh Community Reinvestment Group that will strengthen neighborhood connections to public transit $325,000.00 2014
Pittsburgh Community Reinvestment Group PC - 509(a)(1) $60,000.00 $0.00$0.00 $60,000.00 $0.00
to provide capacity building support for the Pittsburgh Community Reinvestment Group’s work in African American and transitional communities through the creation of a new leadership position $180,000.00 2015
Pittsburgh Community Kitchen PC - 509(a)(2) $0.00 $370,000.00 $0.00 $185,000.00 $185,000.00 to support Pittsburgh Community Kitchen’s operations and help them move to a new facility in Hazelwood that will help them increase their revenues considerably
$370,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Pittsburgh Concert Chorale PC - 509(a)(2) $13,400.00 $0.00$0.00 $6,700.00 $6,700.00 for three year operating support (2016- 2018) $20,100.00 2016
Pittsburgh Conservation Corps SO I - 509(a)(3)- $0.00 $30,000.00 $0.00 $30,000.00 $0.00 Type I to support interim operations, training, and planning efforts to allow Landforce to explore new private and public contract opportunities $30,000.00 2017
Pittsburgh Council On Higher Education PC - 509(a)(1) $0.00 $9,000.00$0.00 $9,000.00 $0.00 to support Green Dot, Etc. Bystander Intervention training to all ten PCHE member institutions to combat and prevent sexual violence $9,000.00 2017
Pittsburgh Trust For Cultural Resources PC - 509(a)(1) $1,700,000.00 $0.00 $0.00 $1,700,000.00 $0.00 for three year operating support (2016- 2018) $2,550,000.00 2015
Pittsburgh Trust For Cultural Resources PC - 509(a)(1) $300,000.00 $0.00$0.00 $170,000.00 $130,000.00 to support the real-estate development effort of the 8th Street Block $500,000.00 2016
Pittsburgh Trust For Cultural Resources PC - 509(a)(1) $0.00 $200,000.00 $0.00 $200,000.00 $0.00 for programming for the African American Cultural Center presented by the Pittsburgh Cultural Trust $200,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Pittsburgh Trust For Cultural Resources PC - 509(a)(1) $0.00 $11,000.00$0.00 $11,000.00 $0.00 to support the 2017 biennial Pittsburgh Humanities Festival $11,000.00 2017
Pittsburgh Trust For Cultural Resources PC - 509(a)(1) $0.00 $25,000.00 $0.00 $25,000.00 $0.00 to sponsor the Gala Rock 'n' Soul on September 8, 2017 $25,000.00 2017
Pittsburgh Trust For Cultural Resources PC - 509(a)(1) $0.00 $50,000.00$0.00 $0.00 $50,000.00 to promote family awareness of the importance of vocabulary development and comprehension in young children through the BUZZWORD Pittsburgh initiative
$50,000.00 2017
Pittsburgh Downtown Partnership PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 to support Market Square public art commissions $50,000.00 2017
Pittsburgh Entertainment Project PC - 509(a)(2) $0.00 $175,000.00$0.00 $175,000.00 $0.00 to support The Reel Teens and Teen Film Crew project; capacity building for educators to teach digital media in the classroom and to launch a diversity initiative $175,000.00 2017
Pittsburgh Entertainment Project PC - 509(a)(2) $0.00 $10,140.00 $0.00 $10,140.00 $0.00 to support the creation of an educational video focusing on the adolescent brain that will be presented at the annual BrainHub conference on October 2, 2017 $10,140.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Pittsburgh Film Makers Inc PC - 509(a)(1) $155,000.00 $0.00$0.00 $80,000.00 $75,000.00 to support three years of Flight School Fellowship (2015-2017) $255,000.00 2014
Pittsburgh Film Makers Inc PC - 509(a)(1) $0.00 $0.00 $0.00 $0.00 $0.00 to support the MONTGOMERY 16, 1965: a 3D video film project by Ken Love $17,000.00 2016
Pittsburgh Film Makers Inc PC - 509(a)(1) $0.00 $20,000.00$0.00 $20,000.00 $0.00 to support a documentary about "CNN Hero" Dr. Jim Withers and Operation Safety Net $20,000.00 2017
Pittsburgh Film Makers Inc PC - 509(a)(1) $0.00 $0.00 $0.00 $0.00 $0.00 to develop interactive educational programs based on Sustainability Pioneers documentaries $38,500.00 2016
Pittsburgh Film Makers Inc PC - 509(a)(1) $0.00 $40,000.00$0.00 $40,000.00 $0.00 to support the City of Immigrants civic engagement project $40,000.00 2017
Pittsburgh Film Makers Inc PC - 509(a)(1) $0.00 $4,785.00 $0.00 $4,785.00 $0.00 for support the Pittsburgh Comedy Festival at the Henry Heymann Theater (August 24- 27, 2017) $4,785.00 2017
Pittsburgh Film Makers Inc PC - 509(a)(1) $0.00 $185,000.00$0.00 $185,000.00 $0.00 for one year operating support (2017/18) $185,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Pittsburgh Foundation PC - 509(a)(1) $75,000.00 $0.00 $0.00 $75,000.00 $0.00 to support the Clean Air Fund $175,000.00 2016
Pittsburgh Foundation PC - 509(a)(1) $125,000.00 $0.00$0.00 $125,000.00 $0.00 to support the Public Health Improvement Fund to assist ACHD leadership in addressing emergent issues of public health importance in Allegheny County. $250,000.00 2016
Pittsburgh Foundation PC - 509(a)(1) $0.00 $750,000.00 $0.00 $375,000.00 $375,000.00 to support 2017 and 2018 grantmaking through the Advancing Black Arts in Pittsburgh program $750,000.00 2017
Pittsburgh Foundation PC - 509(a)(1) $0.00 $89,993.00$0.00 $89,993.00 $0.00 to support the Youth Voice in Philanthropy Program $89,993.00 2017
Pittsburgh Foundation PC - 509(a)(1) $0.00 $150,000.00 $0.00 $150,000.00 $0.00 to support the Small Arts Capitalization Fund $150,000.00 2017
Pittsburgh Foundation PC - 509(a)(1) $0.00 $100,000.00$0.00 $100,000.00 $0.00 to support the Human Services Integration Fund; designed to fund innovative projects of the Allegheny County Department of Human Services $100,000.00 2017
Pittsburgh Foundation PC - 509(a)(1) $0.00 $100,000.00 $0.00 $100,000.00 $0.00 to support the Jail Collaborative Fund of the Pittsburgh Foundation $100,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Pittsburgh Foundation PC - 509(a)(1) $0.00 $750,000.00 $0.00 $0.00 $750,000.00 to support the Investing in Professional Artists Program in partnership with The Pittsburgh Foundation (2018-2020) $750,000.00 2017
Pittsburgh Gateways Corporation PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 to conduct a feasibility study to develop a center for meeting and shared office space for veteran serving organizations and a community space that works to close the civilian-military divide by welcoming post 9- 11 veterans, family members and advocates
$50,000.00 2017
Pittsburgh Glass Center Inc PC - 509(a)(1) $85,000.00 $0.00 $0.00 $85,000.00 $0.00 for three year operating support (2015- 2017) $255,000.00 2015
Pittsburgh Glass Center Inc PC - 509(a)(1) $0.00 $10,000.00 $0.00 $10,000.00 $0.00 to support artist residencies through the Ron Desmett Memorial Award for Imagination in Glass (Ron Desmett Award)
$10,000.00 2017
Pittsburgh Housing Development PC - 509(a)(2) $0.00 $0.00 ($300,000.00) ($300,000.00) $0.00 Corporation REFUND of $300,000 on 3/9/17 - to support the construction of six new, single- family Passive House standard homes in Larimer $0.00 2015
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Pittsburgh Interfaith Impact PC - 509(a)(1) $0.00 $49,750.00 $0.00 $49,750.00 $0.00 to support operating expenses to expand PIIN's staff and leadership capacity to achieve its Long Term Agenda $49,750.00 2017
Pittsburgh Irish And Classical Theatre Inc PC - 509(a)(1) $85,000.00 $0.00$0.00 $85,000.00 $0.00 for three-year operating support (2015- 2017) $247,500.00 2014
Pittsburgh Irish And Classical Theatre Inc PC - 509(a)(1) $0.00 $82,500.00 $0.00 $0.00 $82,500.00 for one year operating support (2018) $82,500.00 2017
Pittsburgh Lesbian And Gay Film Society Inc PC - 509(a)(2) $0.00 $13,050.00$0.00 $13,050.00 $0.00
for support of Reel Q, Reel Youth and Reel Stories $13,050.00 2017
Pittsburgh Metropolitan Area Hispanic PC - 509(a)(2) $0.00 $10,000.00 $0.00 $10,000.00 $0.00 Chamber Of Commerce Found to support the Pittsburgh Metropolitan Area Hispanic Chamber of Commerce Foundation Scholarship Fund $10,000.00 2017
Pittsburgh Musical Theater PC - 509(a)(2) $65,000.00 $0.00$0.00 $65,000.00 $0.00 for three year operating support (2015- 2017) $195,000.00 2015
Pittsburgh Musical Theater PC - 509(a)(2) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 to provide supplemental operating support $50,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Pittsburgh New Music Ensemble Inc PC - 509(a)(1) $25,000.00 $0.00$0.00 $25,000.00 $0.00 for two year operating support (2015/16- 2016/17) $50,000.00 2016
Pittsburgh Opera Inc PC - 509(a)(1) $418,000.00 $0.00 $0.00 $220,000.00 $198,000.00 for two year operating support (2016/17- 2017/18) $418,000.00 2016
Pittsburgh Opera Theater Inc PC - 509(a)(1) $0.00 $130,000.00$0.00 $65,000.00 $65,000.00 for two year operating support (2017/18- 2018/19) $130,000.00 2017
Pittsburgh Opera Theater Inc PC - 509(a)(1) $0.00 $25,000.00 $0.00 $0.00 $25,000.00 to engage young children and their families in musical and creative storytelling activities that focus on the development of vocabulary and language skills
$25,000.00 2017
The Pittsburgh Parks Conservancy PC - 509(a)(1) $500,000.00 $0.00$0.00 $500,000.00 $0.00 to support the construction of the Frick Environmental Center building and landscape $1,500,000.00 2014
The Pittsburgh Parks Conservancy PC - 509(a)(1) $82,431.00 $0.00 $0.00 $82,431.00 $0.00 to support the next phase of the integrated design plan for the Four Mile Run watershed $164,863.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
The Pittsburgh Parks Conservancy PC - 509(a)(1) $0.00 $150,000.00 $0.00 $150,000.00 $0.00 to support phase two of the integrated design plan for the Four Mile Run watershed $150,000.00 2017
The Pittsburgh Parks Conservancy PC - 509(a)(1) $0.00 $100,000.00 $0.00 $50,000.00 $50,000.00 to support an interdisciplinary and multi- agency stakeholder team to guide the development and implementation of the Negley Run Watershed project $100,000.00 2017
The Pittsburgh Parks Conservancy PC - 509(a)(1) $0.00 $23,177.00 $0.00 $23,177.00 $0.00 to promote healthy, active families and children through the Parks Prescription Program in Hazelwood $23,177.00 2017
The Pittsburgh Parks Conservancy PC - 509(a)(1) $0.00 $25,000.00 $0.00 $0.00 $25,000.00 to bring early learning vocabulary development activities and programs to Pittsburgh area children and their families through the BUZZWORD Initiative $25,000.00 2017
Pittsburgh Partnership For Neighborhood SO I - 509(a)(3)- $100,000.00 $0.00 $0.00 $100,000.00 $0.00 Development Inc Type I to support the creation of a new temporary public art program in collaboration with the Office of Public Art $230,000.00 2015
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Pittsburgh Partnership For Neighborhood SO I - 509(a)(3)- $250,000.00 $0.00 $0.00 $100,000.00 $150,000.00 Development Inc Type I to help Pittsburgh achieve the values of People, Planet, Place and Performance (p4)
$400,000.00 2016
Pittsburgh Partnership For Neighborhood SO I - 509(a)(3)- $150,669.00 $0.00 $0.00 $150,669.00 $0.00 Development Inc Type I for support of UrbanKind, a comprehensive resident engagement and leadership development project in the Pittsburgh’s Hilltop neighborhoods $306,969.00 2016
Pittsburgh Partnership For Neighborhood SO I - 509(a)(3)- $0.00 $450,000.00 $0.00 $200,000.00 $250,000.00 Development Inc Type I for three years of general operating support to help Neighborhood Allies advance a suite of important programs in transitioning urban neighborhoods $450,000.00 2017
Pittsburgh Playwrights Theatre Co Penn PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 Theater for gap funding for salary support and to complete planned productions $50,000.00 2017
Pittsburgh Playwrights Theatre Co Penn PC - 509(a)(1) $0.00 $14,500.00 $0.00 $14,500.00 $0.00 Theater to support performances of Ma Rainey's Black Bottom at the August Wilson Center $14,500.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Pittsburgh Playwrights Theatre Co Penn PC - 509(a)(1) $0.00 $17,400.00$0.00 $17,400.00 $0.00 Theater to support East Texas Hot Links performances and workshops (October- November 2017) $17,400.00 2017
The Pittsburgh Project PC - 509(a)(1) $0.00 $20,000.00 $0.00 $20,000.00 $0.00 for sponsorship of Servant Leader Celebration roasting Kate Dewey on October 24, 2017 $20,000.00 2017
Pittsburgh Promise Foundation SO I - 509(a)(3)- $2,000,000.00 $0.00$0.00 $2,000,000.00 $0.00 Type I to support higher education accessible to urban youth, encourage them to work hard and dream big dreams while in high school, and to improve the quality of schools in our urban system, while building a qualified workforce $6,000,000.00 2015
Pittsburgh Public Theater Corporation PC - 509(a)(1) $0.00 $25,000.00 $0.00 $25,000.00 $0.00 to support a search for a new Producing Artistic Director $25,000.00 2017
Pittsburgh Public Theater Corporation PC - 509(a)(1) $0.00 $437,000.00$0.00 $0.00 $437,000.00 for two year operating support (2017/18- 2018/19) $437,000.00 2017
Pittsburgh School For The Choral Arts PC - 509(a)(2) $0.00 $30,000.00 $0.00 $15,000.00 $15,000.00 to provide operating support for educational and outreach programs for children and youth $30,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Pittsburgh Struggling Students Association PC - 509(a)(1) $0.00 $15,000.00$0.00 $15,000.00 $0.00 to assist the Manchester Growing Together Farm as it conducts a Social Value Return on Investment analysis to provide a clear framework in measuring and accounting for the social impact on the Manchester community $15,000.00 2017
Pittsburgh Symphony Inc PC - 509(a)(2) $5,000,000.00 $0.00 $0.00 $500,000.00 $4,500,000.00 to support Commitment to Excellence, the Campaign for the Pittsburgh Symphony Orchestra (Phase II) $5,000,000.00 2011
Pittsburgh Symphony Inc PC - 509(a)(2) $25,000.00 $0.00$0.00 $25,000.00 $0.00 for maintenance of the Heinz Hall Garden Plaza (2016/17) $25,000.00 2016
Pittsburgh Symphony Inc PC - 509(a)(2) $214,000.00 $0.00 $0.00 $214,000.00 $0.00 for one year operating support (2016/17) $214,000.00 2016
Pittsburgh Symphony Inc PC - 509(a)(2) $0.00 $25,000.00$0.00 $25,000.00 $0.00 for sponsorship of the Rhapsody in Blue Gala on September 16, 2017 $25,000.00 2017
Pittsburgh Symphony Inc PC - 509(a)(2) $0.00 $600,000.00 $0.00 $0.00 $600,000.00 for two year operating support (2017/18- 2018/19) $600,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Pittsburgh United PC - 509(a)(1) $200,000.00 $0.00$0.00 $200,000.00 $0.00 to support research, community engagement, education, advocacy and staff support to the worker organizing roundtable and City’s Affordable Housing Task Force $400,000.00 2016
Pittsburgh United PC - 509(a)(1) $0.00 $48,000.00 $0.00 $48,000.00 $0.00 to support a popular education and worker organizing campaign to provide strategic technical assistance to engagement efforts in western Pennsylvania that support initiatives benefitting working class families
$48,000.00 2017
Pittsburgh United PC - 509(a)(1) $0.00 $400,000.00$0.00 $200,000.00 $200,000.00 to support a popular education and worker organizing campaign that provides strategic technical assistance to engagement efforts in western Pennsylvania
$400,000.00 2017
Pittsburgh United PC - 509(a)(1) $0.00 $120,000.00 $0.00 $120,000.00 $0.00 to help resolve Pittsburgh’s water and sewer crisis through green infrastructure investments that generate triple bottom line benefits and through public ownership of Pittsburgh’s water and sewer infrastructure
$120,000.00 2017
Pittsburgh United PC - 509(a)(1) $0.00 $2,500.00$0.00 $2,500.00 $0.00 to sponsor 10th Anniversary celebration $2,500.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Pittsburgh Youth Chorus PC - 509(a)(1) $60,000.00 $0.00 $0.00 $30,000.00 $30,000.00 for two year operating support (2017-2018)
$60,000.00 2016
Pittsburgh Youth Symphony Orchestra PC - 509(a)(1) $90,000.00 $0.00$0.00 $70,000.00 $20,000.00 Association Inc for operating support for 2015/16 to 2017/18 and support of the concert tour of Western Europe in 2017 $110,000.00 2015
Planned Parenthood Of Western PC - 509(a)(2) $0.00 $25,000.00 $0.00 $25,000.00 $0.00 Pennsylvania Inc to spark a community-wide conversation in Hazelwood that addresses sexual and reproductive healthcare education and services $25,000.00 2017
Point Park University PC - 509(a)(1) $1,000,000.00 $0.00$0.00 $1,000,000.00 $0.00 to support the construction of the new Point Park University's Pittsburgh Playhouse in downtown Pittsburgh $3,000,000.00 2013
Poise Foundation PC - 509(a)(1) $0.00 $10,440.00 $0.00 $10,440.00 $0.00 for support of Intersection*ology $10,440.00 2017
Poise Foundation PC - 509(a)(1) $0.00 $5,000.00$0.00 $5,000.00 $0.00 to sponsor the USSIE Summer Games- Community & Police Field Day on June 24, 2017 $5,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Policylink PC - 509(a)(1) $0.00 $40,000.00 $0.00 $40,000.00 $0.00 to implement equitable development strategies in Pittsburgh based on Policy Link’s "All in Pittsburgh" recommendations
$40,000.00 2017
Policylink PC - 509(a)(1) $0.00 $350,000.00$0.00 $0.00 $350,000.00 to implement the action agenda in Policy Link’s report "Equitable Development: A Path to an All in Pittsburgh." $350,000.00 2017
Primary Care Health Services PC - 509(a)(1) $0.00 $150,000.00 $0.00 $75,000.00 $75,000.00 to help sustain and grow quality affordable clinical services in Hazelwood for the entire family $150,000.00 2017
Prime Stage PC - 509(a)(1) $40,000.00 $0.00$0.00 $20,000.00 $20,000.00 for three year operating support (2015- 2018) $60,000.00 2015
Program To Aid Citizens Enterprise Pace PC - 509(a)(1) $0.00 $5,000.00 $0.00 $5,000.00 $0.00 for the 9th Annual Inclusive Voices Event $5,000.00 2017
Promote Pt PC - 509(a)(1) $0.00 $105,000.00$0.00 $105,000.00 $0.00 to help protect and enhance the quality of life for residents in shale-impacted communities $105,000.00 2017
Propel Schools Foundation 509(a)(3) $0.00 $350,000.00 $0.00 $175,000.00 $175,000.00 to provide support for the Partners in Wellness Launch at Propel Hazelwood $350,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
PTC Techcelerate Inc PC - 509(a)(1) $0.00 $5,000.00$0.00 $5,000.00 $0.00 for sponsorship of PTC and Fortyx80 Bilbao Mission Trip $5,000.00 2017
Publicsource Inc PC - 509(a)(1) $120,000.00 $0.00 $0.00 $120,000.00 $0.00 for operating support for 2016/17 $120,000.00 2016
Publicsource Inc PC - 509(a)(1) $0.00 $20,000.00$0.00 $20,000.00 $0.00 to pilot "How to Tell Your Story" class for students from the immigrant community, resulting in essays for publication at PublicSource.org $20,000.00 2017
Publicsource Inc PC - 509(a)(1) $0.00 $300,000.00 $0.00 $0.00 $300,000.00 to support PublicSource operations in 2018
$300,000.00 2017
Puerto Rico Community Foundation PC - 509(a)(1) $0.00 $50,000.00$0.00 $50,000.00 $0.00 for the Puerto Rico Community Recovery Fund $50,000.00 2017
Quantum Theatre Inc PC - 509(a)(1) $104,000.00 $0.00 $0.00 $52,000.00 $52,000.00 for three year operating support (2016/17- 2018/19) $154,000.00 2016
Radiant Hall Studios PC - 509(a)(1) $0.00 $96,000.00$0.00 $32,000.00 $64,000.00 to support staffing for Radiant Hall Studios
$96,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Reading Is Fundamental Pittsburgh PC - 509(a)(1) $400,000.00 $0.00 $0.00 $200,000.00 $200,000.00 to support the Reading is FUNdamental Books for Keeps and Storymobile Programs
$600,000.00 2016
Realtime Interventions PC - 509(a)(1) $0.00 $10,270.00$0.00 $10,270.00 $0.00 for support of Angelmakers: Songs for Female Serial Killers, the new site-specific concert play of Molly Rice (playwright, songwriter) & Rusty Thelin (director), performed by actor/musician Milia Ayache of Beirut, Lebanon (October-November 2017) $10,270.00 2017
Rebuilding Together Pittsburgh PC - 509(a)(1) $500,000.00 $0.00 $0.00 $500,000.00 $0.00 to support a final phase of low-income homeowner rehabilitation projects in Hazelwood intended to position participating households for increased equity as the local market improves $2,000,000.00 2015
Redevelopment Authority of the County of NC - Government $0.00 $35,000.00$0.00 $35,000.00 $0.00 Fayette Entity to stabilize and preserve the Union Station building, a key property located at 45 Market Street in Brownsville Borough $35,000.00 2017
Reinvestment Fund Inc PC - 509(a)(1) $0.00 $14,000.00 $0.00 $14,000.00 $0.00 to develop a framework, based on local stakeholder input, for the design and creation of a significant fund to repair, stimulate, and sustain communities throughout the City of Pittsburgh $14,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Renaissance City Wind Music Society PC - 509(a)(2) $0.00 $13,000.00$0.00 $13,000.00 $0.00 for support of a collaborative production of Woodwind Chamber Music with Mime and Movement Theater at the Kelly Strayhorn Theater (June 2018) $13,000.00 2017
Research For Action Inc PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 to examine cross-sector collaboration in Pittsburgh: A mixed-delivery system for pre- K education $50,000.00 2017
Research For Action Inc PC - 509(a)(1) $0.00 $300,000.00$0.00 $150,000.00 $150,000.00 for support of PACER's initiative to provide robust, timely, and actionable research and analysis to inform educational policy and practice in Pennsylvania
$300,000.00 2017
Resonance Works PC - 509(a)(1) $0.00 $17,345.00 $0.00 $17,345.00 $0.00 for support of Rusalka at the Charity Randall Theater in May 2018 $17,345.00 2017
River City Brass Band PC - 509(a)(1) $140,000.00 $0.00$0.00 $140,000.00 $0.00 for two year operating support (2017-2018)
$140,000.00 2016
Riverlife PC - 509(a)(1) $375,000.00 $0.00 $0.00 $375,000.00 $0.00 to create and expand the Three Rivers Park
$750,000.00 2015
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Riverlife PC - 509(a)(1) $0.00 $325,000.00$0.00 $325,000.00 $0.00 for strategic riverfront redevelopment and programming in 2018
$325,000.00 2017
Riverview Childrens Center PC - 509(a)(1) $0.00 $200,000.00 $0.00 $0.00 $200,000.00 for the renovation and expansion of the Riverview Children's Center in Verona, Pennsylvania $200,000.00 2017
Robert Morris University PC - 509(a)(1) $0.00 $0.00($2,963.96) ($2,963.96) $0.00 REFUND of $2,963.96 on 5/176/17 - to support all aspects of the Black Male Leadership Development Institute (BMLDI)
$247,036.04 2015
Robert Morris University PC - 509(a)(1) $0.00 $0.00 ($3,098.70) ($3,098.70) $0.00 REFUND of $3,098.70 on 6/5/17 - to provide operating support for the Black Male Leadership Development Institute (BMLDI) in the 2016-17 programming year.
$166,901.30 2016
Robert Morris University PC - 509(a)(1) $0.00 $22,250.00$0.00 $22,250.00 $0.00 REFUND of $1,000 on 2/2018 - for the Vira I. Heinz Scholarship Program for Women in Global Leadership $21,250.00 2017
Robert Morris University PC - 509(a)(1) $0.00 $170,000.00 $0.00 $170,000.00 $0.00 to support the Black Male Leadership Development Institute (BMLDI) in the 2017- 18 programming year $170,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Rocky Mountain Institute PC - 509(a)(1) $0.00 $0.00($25,000.00) ($25,000.00) $0.00 REFUND $25,000 on 10/16/17 - to support a conceptual design workshop that RMI will host for the Pittsburgh Urban Redevelopment Authority's 200 Ross Street facility $0.00 2016
Ruths Way Inc PC - 509(a)(1) $0.00 $25,000.00 $0.00 $25,000.00 $0.00 to support the Achievement Consultation Program for adolescent girls in Homewood
$25,000.00 2017
Sarah Heinz House Association PC - 509(a)(1) $0.00 $1,000,000.00$0.00 $1,000,000.00 $0.00 to provide operating support in 2018 for the social, emotional and physical development of youth through after-school and summer programs $1,000,000.00 2017
Schenley Heights Collaborative PC - 509(a)(1) $210,000.00 $0.00 $0.00 $210,000.00 $0.00 to provide general operating support, strategic planning and project support as Schenley Heights Collaborative pivots the Upper Hill District / Schenley Heights neighborhood to economic and social sustainability $385,000.00 2016
Shana Simmons Dance PC - 509(a)(2) $0.00 $15,660.00$0.00 $15,660.00 $0.00 for support of The Missing Peace at Pierce Studio in March 2018 $15,660.00 2017
Sierra Club Foundation PC - 509(a)(1) $27,000.00 $0.00 $0.00 $27,000.00 $0.00 to reduce impacts from coal power plant air pollution in southwestern Pennsylvania $57,000.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Sierra Club Foundation PC - 509(a)(1) $0.00 $65,000.00$0.00 $65,000.00 $0.00 to reduce impacts from coal power plant air pollution in southwestern Pennsylvania $65,000.00 2017
Silicon Valley Community Foundation PC - 509(a)(1) $0.00 $10,000.00 $0.00 $10,000.00 $0.00 to sponsor the Innovation Conference on September 16-18, 2018 $10,000.00 2017
Silk Screen PC - 509(a)(1) $0.00 $10,000.00$0.00 $10,000.00 $0.00 for operating support for one year (2017) $10,000.00 2017
Silver Eye Center For Photography PC - 509(a)(1) $33,000.00 $0.00 $0.00 $33,000.00 $0.00 for three year operating support (2015- 2017) $99,000.00 2015
Silver Eye Center For Photography PC - 509(a)(1) $0.00 $50,000.00$0.00 $50,000.00 $0.00 to support the New Vision Campaign $50,000.00 2017
Silver Eye Center For Photography PC - 509(a)(1) $0.00 $12,400.00 $0.00 $12,400.00 $0.00 to support the Carol Brown Awards Keynote Panel in December 2017 $12,400.00 2017
Skytruth PC - 509(a)(1) $0.00 $37,000.00$0.00 $37,000.00 $0.00 to generate analysis and education relating to shale impacts in communities $37,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Slb Radio Productions Inc PC - 509(a)(1) $0.00 $75,000.00 $0.00 $75,000.00 $0.00 for a final round of support for Crossing Fences, a neighborhood-based oral history project connecting African American teens and men $75,000.00 2017
Slb Radio Productions Inc PC - 509(a)(1) $0.00 $21,500.00$0.00 $21,500.00 $0.00 to conduct radio workshops and intensives yielding audio documentaries and reflections with Summer 2017 Youth Philanthropy Interns $21,500.00 2017
Small Seeds Development Inc PC - 509(a)(1) $0.00 $75,000.00 $0.00 $75,000.00 $0.00 to support the Mother to Son Early Learning Expansion Program $75,000.00 2017
Soarway Foundation PC - 509(a)(1) $0.00 $2,000.00$0.00 $2,000.00 $0.00 for sponsorship of refugee children to participate in the Pittsburgh Marathon $2,000.00 2017
Society For Arts In Crafts PC - 509(a)(2) $110,000.00 $0.00 $0.00 $55,000.00 $55,000.00 for three year operating support (2016/17- 2018/19) $165,000.00 2016
Society For Cultural Exchange Inc PC - 509(a)(1) $0.00 $5,000.00$0.00 $5,000.00 $0.00 to support a representative of the Society for Cultural Exchange and Tereneh Mosley in attending the 2017 Africa Energy Forum
$5,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Society Of St Vincent De Paul Central PC - 509(a)(1) $0.00 $10,000.00 $0.00 $10,000.00 $0.00 Council Of Pittsburgh to provide a third round of support for emergency financial assistance to families in Hazelwood $10,000.00 2017
Society To Preserve The Millvale Murals Of PC - 509(a)(1) $0.00 $30,000.00 $0.00 $30,000.00 $0.00 Maxo Vanka for the installation of permanent lighting for four murals and to establish a challenge grant for conservation $30,000.00 2017
Solar United Neighbors PC - 509(a)(1) $0.00 $150,000.00 $0.00 $150,000.00 $0.00 to launch PA SUN, creating a new grassroots base for solar energy in Pennsylvania through work with local partners, solar co-ops, community engagement, and strategic advocacy initiatives $150,000.00 2017
Southwest Pennsylvania Environmental SO I - 509(a)(3)- $300,000.00 $0.00 $0.00 $300,000.00 $0.00 Health Project Type I to support public health in shale-impacted regions $600,000.00 2016
Southwest Pennsylvania Environmental SO I - 509(a)(3)- $0.00 $430,000.00 $0.00 $430,000.00 $0.00 Health Project Type I to provide scientific, technical and policy public health resources to shale-impacted communities in the region $430,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Sports & Exhibition Authority of Pittsburgh NC - Government $200,000.00 $0.00 $0.00 $0.00 $200,000.00 and Allegheny County Entity to support Curtain Call, a public art project in the Hill District $200,000.00 2016
Sprout Fund PC - 509(a)(1) $0.00 $10,000.00 $0.00 $10,000.00 $0.00 to support the "Belonging" Initiative $10,000.00 2017
Sprout Fund PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 for support of My Brother's Keeper: Partnering with other organizations throughout the region to initiate a planning process that will inform the future of the initiative $50,000.00 2017
Sprout Fund PC - 509(a)(1) $0.00 $35,000.00 $0.00 $35,000.00 $0.00 to support My Brother’s Keeper Digital Literacy Collaborative extension $35,000.00 2017
Squonk Opera Inc PC - 509(a)(1) $47,667.00 $0.00 $0.00 $47,667.00 $0.00 for three year operating support (2015- 2017) $143,000.00 2015
Squonk Opera Inc PC - 509(a)(1) $25,000.00 $0.00 $0.00 $25,000.00 $0.00 for touring development $50,000.00 2016
Stanton Heights Neighborhood Association PC - 509(a)(1) $0.00 $2,000.00 $0.00 $2,000.00 $0.00 for support of the Stanton Heights Steps Project--to transform a set of Pittsburgh city steps into a mosaic work of public art $2,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Steel Rivers Council Of Governments PC - 509(a)(1) $0.00 $622,500.00 $0.00 $50,000.00 $572,500.00 to support the formation and operations of the Tri-COG Land Bank, which will include 21 municipalities, six school districts, and Allegheny County $622,500.00 2017
Steel Rivers Council Of Governments PC - 509(a)(1) $0.00 $31,500.00$0.00 $31,500.00 $0.00 to generate a plan with municipal backing to support the revitalization of Homestead, Munhall and West Homestead by leveraging the tax increment created over the past 20 years by the adjoining, but isolated, Waterfront development district
$31,500.00 2017
Strong Women Strong Girls Inc PC - 509(a)(1) $40,000.00 $0.00 $0.00 $40,000.00 $0.00 to support the after-school mentoring program for pre-adolescent girls from under-resourced Pittsburgh communities $80,000.00 2016
Sustainable Pittsburgh SO I - 509(a)(3)- $0.00 $0.00($82,790.00) ($82,790.00) $0.00 Type I REFUND of $82,790 on 5/11/17 - to achieve a private sector network for Pittsburgh's future $892,210.00 2015
Sustainable Pittsburgh SO I - 509(a)(3)- $190,678.00 $0.00 $0.00 $190,678.00 $0.00 Type I to sponsor the p4 Summit in October of 2016 $190,678.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Sustainable Pittsburgh SO I - 509(a)(3)- $0.00 $40,100.00$0.00 $40,100.00 $0.00 Type I to support the Green Workplace Challenge $40,100.00 2017
Sustainable Pittsburgh SO I - 509(a)(3)- $0.00 $350,000.00 $0.00 $0.00 $350,000.00 Type I to expand public and private sector networks for sustainability in the Pittsburgh region $350,000.00 2017
Sustainable Pittsburgh SO I - 509(a)(3)- $0.00 $382,000.00$0.00 $382,000.00 $0.00 Type I to plan and implement the p4 Summit serving to raise the region's profile and expectations for sustainable development with a focus on equitable development, urban innovations, and building partnerships and organizing $382,000.00 2017
Syracuse University PC - 509(a)(1) $0.00 $69,500.00 $0.00 $69,500.00 $0.00 for the design, launch, and initial operation of a Pittsburgh Veteran Employer Coalition
$69,500.00 2017
Syracuse University PC - 509(a)(1) $0.00 $200,000.00$0.00 $50,000.00 $150,000.00 to sustain the operation of PA Serves- Greater Pittsburgh for two additional years, drastically increasing the likelihood of a more productive post-service life for our region’s veterans, military, and families
$200,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
T R W I B Inc PC - 509(a)(1) $0.00 $250,000.00 $0.00 $75,000.00 $175,000.00 to generate demand for and build a workforce clearinghouse for Hazelwood and other city neighborhoods $250,000.00 2017
Team Pennsylvania Foundation PC - 509(a)(1) $0.00 $50,000.00$0.00 $50,000.00 $0.00 to facilitate the creation of a comprehensive Pittsburgh Pre-K Implementation Plan $50,000.00 2017
Team Pennsylvania Foundation PC - 509(a)(1) $0.00 $200,000.00 $0.00 $100,000.00 $100,000.00 to support the Early Learning Investment Commission 2.0: Business Leaders Stepping Up for Kids $200,000.00 2017
Team Red White & Blue Inc PC - 509(a)(1) $125,000.00 $0.00$0.00 $125,000.00 $0.00 to support a full time Pittsburgh based Team Red White & Blue staff member, allowing the organization to develop consistent programming to better connect and support veterans in Pittsburgh
$250,000.00 2016
Team Rubicon PC - 509(a)(1) $0.00 $20,000.00 $0.00 $20,000.00 $0.00 to support Team Rubicon leaders as they conduct an environmental scan to determine Pittsburgh’s fit and appetite to serve as one of ten pilot cities in their 300 City Initiative
$20,000.00 2017
Technology Affinity Group PC - 509(a)(2) $0.00 $2,000.00$0.00 $2,000.00 $0.00 for 2017 affinity group dues $2,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Temple University PC - 509(a)(1) $0.00 $21,000.00 $0.00 $21,000.00 $0.00 for the Vira I. Heinz Scholarship Program for Women in Global Leadership $21,000.00 2017
Texture Contemporary Ballet PC - 509(a)(1) $0.00 $20,000.00$0.00 $20,000.00 $0.00 to support the annual summer show (July 19- 22, 2018) at the New Hazlett Theater $20,000.00 2017
Thiel College PC - 509(a)(1) $0.00 $20,000.00 $0.00 $20,000.00 $0.00 for the Vira I. Heinz Scholarship Program for Women in Global Leadership $20,000.00 2017
Thomas Merton Center Inc PC - 509(a)(1) $0.00 $150,000.00$0.00 $75,000.00 $75,000.00 to provide operating support to Pittsburghers for Public Transit, a program of The Thomas Merton Center $150,000.00 2017
Thomas Merton Center Inc PC - 509(a)(1) $0.00 $10,000.00 $0.00 $10,000.00 $0.00 to support the needs of the remaining Penn Plaza residents and continue the Action Campaign for Housing Justice in Pittsburgh
$10,000.00 2017
Three Rivers Mothers Milk Bank PC - 509(a)(2) $50,000.00 $0.00$0.00 $50,000.00 $0.00 to build capacity for Three Rivers Mothers' Milk Bank, to increase processing and distribution levels $100,000.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Three Rivers Village School PC - 509(a)(1) $0.00 $25,000.00 $0.00 $25,000.00 $0.00 to strengthen the ties between the Three Rivers Village School and the Hazelwood community by increasing the awareness and understanding of an alternative education model $25,000.00 2017
Three Rivers Young Peoples Orchestras PC - 509(a)(1) $0.00 $45,000.00$0.00 $25,000.00 $20,000.00 for operating support (2016/17 and 2017/18) and $5,000 for a new project initiative $45,000.00 2017
Touchstone Center For Crafts PC - 509(a)(1) $75,000.00 $0.00 $0.00 $75,000.00 $0.00 for one year operating support (2016/17) $75,000.00 2016
Touchstone Center For Crafts PC - 509(a)(1) $0.00 $150,000.00$0.00 $0.00 $150,000.00 for two year operating support (2017/18- 2018/19) $150,000.00 2017
Trade Institute Of Pittsburgh PC - 509(a)(1) $290,000.00 $0.00 $0.00 $290,000.00 $0.00 for general operating support to the Trade Institute of Pittsburgh for their training programs, Entrepreneurial Enterprise Program, and participation in Project RE_, a collaborative effort by three nonprofits to design, build and sell value added products
$580,000.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Trade Institute Of Pittsburgh PC - 509(a)(1) $0.00 $50,000.00$0.00 $50,000.00 $0.00 to support a workshop challenging transportation agencies, service providers, technology builders, and employers to solve for the best way to address transportation challenges to remove barriers to employment for western Pennsylvania residents $50,000.00 2017
Trying Together PC - 509(a)(2) $100,000.00 $0.00 $0.00 $100,000.00 $0.00 to support the capacity of the organization to deliver professional development in the field of early care and education and advocate for the continued advancement of the agenda in Pennsylvania
$400,000.00 2015
Trying Together PC - 509(a)(2) $75,000.00 $0.00$0.00 $75,000.00 $0.00 to support the Playful Pittsburgh Collaborative and its programs $150,000.00 2016
Trying Together PC - 509(a)(2) $0.00 $35,000.00 $0.00 $35,000.00 $0.00 to increase provider engagement and responsiveness to Early Childhood Education (ECE) provider needs and ensure a smooth transition throughout the restructuring of the National Association of Young Children (NAEYC) $35,000.00 2017
Trying Together PC - 509(a)(2) $0.00 $10,975.00$0.00 $10,975.00 $0.00 to bring early learning vocabulary development activities and programs to Hazelwood children and their families through the Buzzword Initiative $10,975.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Trying Together PC - 509(a)(2) $0.00 $75,000.00 $0.00 $0.00 $75,000.00 for the development of a vocabulary- building initiative that provides activities and programs to young children in Homewood and neighboring communities
$75,000.00 2017
Tuscarora Intermediate Unit Foundation PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 to support the PA Early Learning Policy Fellowship -Alumni Cohort $50,000.00 2017
Tuscarora Intermediate Unit Foundation PC - 509(a)(1) $0.00 $300,000.00 $0.00 $0.00 $300,000.00 to support OCDEL's Shared Service Pilot Project $300,000.00 2017
Ujamaa Collective PC - 509(a)(1) $30,000.00 $0.00 $0.00 $30,000.00 $0.00 for teaching artist in residence program $60,000.00 2016
Ujamaa Collective PC - 509(a)(1) $0.00 $15,000.00 $0.00 $15,000.00 $0.00 for the Transformative Arts Process Young Artists grant (Alleah Rose) $15,000.00 2017
Ujamaa Collective PC - 509(a)(1) $0.00 $25,000.00 $0.00 $25,000.00 $0.00 for a woman of color led emerging organization to help cover general operating costs $25,000.00 2017
Union Project PC - 509(a)(1) $60,000.00 $0.00 $0.00 $30,000.00 $30,000.00 for two year operating support (2017-2018)
$60,000.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
The United Way Of Southwestern PC - 509(a)(1) $50,000.00 $0.00$0.00 $50,000.00 $0.00 Pennsylvania to support administration of the Southwest PA Says No More and Coaching Boys into Men prevention program $100,000.00 2016
The United Way Of Southwestern PC - 509(a)(1) $0.00 $500,000.00 $0.00 $500,000.00 $0.00 Pennsylvania to support Motivating Kids to Succeed in School by increasing access to afterschool programs and mentoring middle school students $500,000.00 2017
United Way Of The Laurel Highlands Inc PC - 509(a)(1) $0.00 $49,500.00 $0.00 $49,500.00 $0.00 to support building a universal, community- based model to address comprehensive home visitation $49,500.00 2017
Unity Through Creativity Foundation Inc PC - 509(a)(1) $0.00 $25,000.00 $0.00 $25,000.00 $0.00 to support the Grounding Lab in providing coping strategies and meditative practices to Hazelwood residents $25,000.00 2017
University Of Massachuset PC - 509(a)(1) $50,000.00 $0.00$0.00 $50,000.00 $0.00 to address the role of environmental pollutants in region's cancer burden and to transition to safer technologies, materials and economic development strategies
$150,000.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
University Of Massachuset PC - 509(a)(1) $0.00 $130,000.00 $0.00 $130,000.00 $0.00 to increase awareness and understanding of the role of environmental pollutants on the region’s cancer burden $130,000.00 2017
University Of Pittsburgh PC - 509(a)(1) $100,000.00 $0.00$0.00 $100,000.00 $0.00 to support the work of the Institute's eight policy committees aimed at advancing the economic vitality and improved quality of life for "all" of the citizens of our home region $250,000.00 2015
University Of Pittsburgh PC - 509(a)(1) $24,500.00 $0.00 $0.00 $24,500.00 $0.00 for general operating support for CONNECT, a University of Pittsburgh program that brings together political leaders from the city and its first ring suburbs to improve public services $49,000.00 2016
University Of Pittsburgh PC - 509(a)(1) $100,000.00 $0.00$0.00 $100,000.00 $0.00 to provide operating support for the expansion of Ready to Learn and accompanying digital tools to support urban educators and students $200,000.00 2016
University Of Pittsburgh PC - 509(a)(1) $298,779.00 $0.00 $0.00 $298,779.00 $0.00 to relocate The University of Pittsburgh's Manufacturing Assistance Center to Homewood and launch training programs, create a maker space, and defray transitional operating expenses for one year
$498,779.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
University Of Pittsburgh PC - 509(a)(1) $250,000.00 $0.00$0.00 $125,000.00 $125,000.00 to provide core support for the Office of Child Development $400,000.00 2016
University Of Pittsburgh PC - 509(a)(1) $200,000.00 $0.00 $0.00 $200,000.00 $0.00 to support the University of Pittsburgh’s Institute for Entrepreneurial Excellence to help a diverse group of small and mid-sized enterprises with comprehensive consulting services and business management educational programs $200,000.00 2016
University Of Pittsburgh PC - 509(a)(1) $0.00 $25,000.00$0.00 $25,000.00 $0.00 to support the Heinz Chapel Choir's 2017 United Kingdom Tour (England & Scotland)
$25,000.00 2017
University Of Pittsburgh PC - 509(a)(1) $0.00 $194,170.00 ($14,500.00) $179,670.00 $0.00 REFUND of $14,500 on 10/2017 - for support of The Vira I. Heinz Scholarship Program for Woman in Global Leadership $179,670.00 2017
University Of Pittsburgh PC - 509(a)(1) $0.00 $33,000.00$0.00 $33,000.00 $0.00 for the Vira I. Heinz Scholarship Program for Women in Global Leadership $33,000.00 2017
University Of Pittsburgh PC - 509(a)(1) $0.00 $40,000.00 $0.00 $40,000.00 $0.00 to support the creation of a long-term financial and operational sustainability plan for the Western Pennsylvania Regional Data Center $40,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
University Of Pittsburgh PC - 509(a)(1) $0.00 $800,000.00$0.00 $800,000.00 $0.00 for program and operating support for the relaunch of the Heinz Fellows Initiative at the University of Pittsburgh's Center for Urban Education $800,000.00 2017
University Of Pittsburgh PC - 509(a)(1) $0.00 $295,000.00 $0.00 $147,500.00 $147,500.00 to support Phase 3 of The Greater Pittsburgh Just Discipline Project, a 3 -year program that provides best practices in discipline to area schools $295,000.00 2017
University of Pittsburgh PC - 509(a)(2) $0.00 $35,000.00$0.00 $35,000.00 $0.00 to develop a comprehensive program to aid property owners in identifying lead service lines and taking steps to remediate them
$35,000.00 2017
University Of Pittsburgh PC - 509(a)(1) $0.00 $35,000.00 ($17,500.00) $17,500.00 $0.00 Canceled $17,500 on 7/6/17 - to support out- of-school learning in urban and disrupted suburban areas $17,500.00 2017
University Of Pittsburgh PC - 509(a)(1) $0.00 $40,000.00$0.00 $40,000.00 $0.00 to augment the appropriation funds approved by the Board of Directors for the Heinz Fellows Program $40,000.00 2017
University Of Pittsburgh PC - 509(a)(1) $0.00 $8,000.00 $0.00 $8,000.00 $0.00 to support Music on the Edge for the second Beyond: Microtonal Music Festival in January 2018 $8,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
University Of Pittsburgh PC - 509(a)(1) $0.00 $165,000.00$0.00 $165,000.00 $0.00 to support the Office of Childhood Developments' Partnerships for Family Support Project during 2018 $165,000.00 2017
University Of Pittsburgh PC - 509(a)(1) $0.00 $249,858.00 $0.00 $0.00 $249,858.00 to support and extend an ongoing study to determine the effects of wage increases on workers’ and their families’ overall well- being $249,858.00 2017
University Of Pittsburgh PC - 509(a)(1) $0.00 $150,000.00$0.00 $150,000.00 $0.00 to provide operating support for the staff and programs associated with Heinz Memorial Chapel $150,000.00 2017
University Of Pittsburgh PC - 509(a)(1) $0.00 $200,000.00 $0.00 $0.00 $200,000.00 to support the University of Pittsburgh’s Institute for Entrepreneurial Excellence to help a diverse group of small and mid-sized enterprises with comprehensive consulting services and business management educational programs $200,000.00 2017
University Of Pittsburgh PC - 509(a)(1) $0.00 $280,000.00$0.00 $140,000.00 $140,000.00 to support community-based studies of environmental health $280,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
University Of Pittsburgh PC - 509(a)(1) $0.00 $320,000.00 $0.00 $320,000.00 $0.00 to catalyze creative solutions to Western Pennsylvania's water challenges by facilitating collaborations between University of Pittsburgh researchers, water practitioners, and communities $320,000.00 2017
University Of Pittsburgh PC - 509(a)(1) $0.00 $50,000.00$0.00 $50,000.00 $0.00 to build UPREP teacher and EdD faculty capacity to use improvement science methods to solve problems of practice in math and English to build students confidence and skills through culturally relevant teaching approaches $50,000.00 2017
University Of Pittsburgh PC - 509(a)(1) $0.00 $45,000.00 $0.00 $45,000.00 $0.00 to support the background research and proof-of-concept required to launch a Blue Ribbon Commission to Secure Pennsylvania's Vote $45,000.00 2017
University of Pittsburgh at Bradford PC - 509(a)(1) $0.00 $29,500.00$0.00 $29,500.00 $0.00 for the Vira I. Heinz Scholarship Program for Women in Global Leadership $29,500.00 2017
University Of Pittsburgh PC - 509(a)(1) $0.00 $0.00 ($1,000.00) ($1,000.00) $0.00 REFUND of $1,000 on 1/22/17 - for the Vira I. Heinz Scholarship Program for Women in Global Leadership $31,600.00 2016
University Of Pittsburgh PC - 509(a)(1) $0.00 $30,500.00$0.00 $30,500.00 $0.00 for the Vira I. Heinz Scholarship Program for Women in Global Leadership $30,500.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
University of Pittsburgh at Johnstown PC - 509(a)(1) $0.00 $19,500.00 $0.00 $19,500.00 $0.00 for the Vira I. Heinz Scholarship Program for Women in Global Leadership $19,500.00 2017
UPMC $0.00 $50,000.00$0.00 $50,000.00 $0.00 for the Sy Holzer Endowed Immunotherapy Research Fund at UPMC Hillman Cancer Center $50,000.00 2017
Urban Impact Foundation PC - 509(a)(1) $10,000.00 $0.00 $0.00 $10,000.00 $0.00 for capital improvements $10,000.00 2016
Urban Innovation21 PC - 509(a)(1) $100,000.00 $0.00$0.00 $100,000.00 $0.00 to support the participation of a team of underrepresented middle school girls in the regional SeaPerch Challenge $200,000.00 2016
Urban League Of Greater Pittsburgh PC - 509(a)(1) $0.00 $150,000.00 $0.00 $75,000.00 $75,000.00 for a second round of support of a leadership development program, designed to increase positive psycho-social development, resiliency, and ethnic identity in African American adolescent girls living in Allegheny County
$150,000.00 2017
Urban Redevelopment Authority of NC - Government $0.00 $0.00($61,463.62) ($61,463.62) $0.00 Pittsburgh Entity REFUND of $61,463.62 on 7/10/17 - to support Urban Matters 2015 and 2016 activities $113,536.38 2014
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Urban Redevelopment Authority of NC - Government $75,000.00 $0.00 $0.00 $75,000.00 $0.00 Pittsburgh Entity to provide capital for the Urban Redevelopment Authority’s façade improvement program in Hazelwood $150,000.00 2016
Urban Redevelopment Authority of NC - Government $0.00 $50,000.00 $0.00 $50,000.00 $0.00 Pittsburgh Entity to support the Urban Redevelopment Authority to hire outside, expert legal counsel to draft and negotiate specific multi- party legal agreements related to advancing a comprehensive citywide land recycling system $50,000.00 2017
Urban Redevelopment Authority of NC - Government $0.00 $0.00 ($800,000.00) ($800,000.00) $0.00 Pittsburgh Entity REFUND of $800,000 on 3/3/17 - a grant to support the development of affordable housing in strategically important neighborhoods in Pittsburgh $95,000.00 1990
Urban Redevelopment Authority of NC - Government $0.00 $50,000.00 $0.00 $0.00 $50,000.00 Pittsburgh Entity assistance for the Urban Redevelopment Authority to attract business to the city such as Amazon’s second headquarters $50,000.00 2017
US Holocaust Memorial Council PC - 509(a)(1) $0.00 $10,000.00 $0.00 $10,000.00 $0.00 to sponsor the student forum on Hate Crimes on October 17-18 $10,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Veterans Breakfast Club PC - 509(a)(1) $100,000.00 $0.00$0.00 $100,000.00 $0.00 to expand the Veterans Breakfast Club’s Post-9/11 Veterans Storytelling Project $280,000.00 2016
Veterans Leadership Program Of Western PC - 509(a)(1) $0.00 $0.00 ($12,657.75) ($12,657.75) $0.00 Pennsylvania Inc REFUND of $12,657.75 on 5/8/17 - to provide the funding to support an executive director search for the Veterans Leadership Program of Western Pennsylvania at a critical time of transition
$27,342.25 2016
Virginia Organizing Inc PC - 509(a)(1) $0.00 $6,250.00$0.00 $6,250.00 $0.00 for 2017 Health and Environmental Funders Network membership dues $6,250.00 2017
Virginia Organizing Inc PC - 509(a)(1) $0.00 $43,000.00 $0.00 $43,000.00 $0.00 to support environmental health and environmental justice work $43,000.00 2017
Virginia Organizing Inc PC - 509(a)(1) $0.00 $30,000.00$0.00 $30,000.00 $0.00 to increase awareness of the adverse health effects associated with shale operations and development $30,000.00 2017
Virginia Organizing Inc PC - 509(a)(1) $0.00 $300,000.00 $0.00 $150,000.00 $150,000.00 to support journalism assessing the environmental health challenges of the city and region $300,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Virginia Organizing Inc PC - 509(a)(1) $0.00 $32,000.00 $0.00 $32,000.00 $0.00 to support the Health and Environmental Funders 2017 annual meetings $32,000.00 2017
Washington And Jefferson College PC - 509(a)(1) $0.00 $21,500.00 $0.00 $21,500.00 $0.00 for the Vira I. Heinz Scholarship Program for Women in Global Leadership $21,500.00 2017
Washington Symphonic Orchestra Inc PC - 509(a)(2) $0.00 $6,960.00 $0.00 $6,960.00 $0.00 for support of "Double Trouble" on October 14, 2017 $6,960.00 2017
Waynesburg University PC - 509(a)(1) $0.00 $29,250.00 $0.00 $29,250.00 $0.00 for the Vira I. Heinz Scholarship Program for Women in Global Leadership $29,250.00 2017
Westmoreland Arts & Heritage Festival Inc PC - 509(a)(1) $0.00 $6,000.00 $0.00 $6,000.00 $0.00
for performances by the Edgewood Symphony Orchestra and Dan Kamin (July 5-8, 2018) $6,000.00 2017
Westmoreland Museum Of Art PC - 509(a)(1) $0.00 $40,000.00 $0.00 $40,000.00 $0.00 for support of Analog Scroll, a public art project installed on the North Main Street bridge in Greensburg $40,000.00 2017
Wilkinsburg Community Development PC - 509(a)(1) $100,000.00 $0.00 $0.00 $100,000.00 $0.00 Corporation to address issues of blight and vacancy in both the business district and residential areas of Wilkinsburg $100,000.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Wilkinsburg Community Ministry PC - 509(a)(1) $0.00 $20,000.00 $0.00 $20,000.00 $0.00 to support Feeding the Hungry Children: A Wilkinsburg Project designed to address food insecurity $20,000.00 2017
Witf Inc PC - 509(a)(1) $15,000.00 $0.00$0.00 $15,000.00 $0.00 to support public media and the exchange of information and resources $50,000.00 2016
Women And Girls Foundation Of Southwest PC - 509(a)(1) $0.00 $350,000.00 $0.00 $175,000.00 $175,000.00 Pennsylvania to provide operating support to the Women and Girls Foundation to improve the lives of women and girls across Southwestern Pennsylvania through programs such as Femisphere and GirlGov
$350,000.00 2017
Women For A Healthy Environment PC - 509(a)(1) $162,500.00 $0.00$0.00 $162,500.00 $0.00 to protect children from environmental health risks $325,000.00 2016
Women For A Healthy Environment PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 to support mitigation efforts to reduce exposures to lead in water $50,000.00 2017
Women For A Healthy Environment PC - 509(a)(1) $0.00 $150,000.00$0.00 $150,000.00 $0.00 to expand efforts of the lead water filter distribution program $150,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Woodland Hills School District NC - Government $0.00 $50,000.00 $0.00 $25,000.00 $25,000.00 Entity for a final round of support for the Living Well after school healthy lifestyles program
$50,000.00 2017
Woodrow Wilson National Fellowship PC - 509(a)(1) $0.00 $100,000.00$0.00 $100,000.00 $0.00 Foundation to support The Woodrow Wilson Pennsylvania Teaching Fellowship, a state- wide program to recruit, prepare, and retain outstanding STEM teachers in areas with high-need urban and rural schools
$100,000.00 2017
World Affairs Council Of Pittsburgh PC - 509(a)(1) $0.00 $200,000.00 $0.00 $200,000.00 $0.00 to allow the World Affairs Council to continue to build capacity within its Global Leadership Certificate program, and reinforce efforts to increase participation of African American students from the Pittsburgh region $200,000.00 2017
Yale University PC - 509(a)(1) $75,000.00 $0.00$0.00 $75,000.00 $0.00 to research health effects from shale development $200,000.00 2016
YMCA Of Greater Pittsburgh PC - 509(a)(2) $230,000.00 $0.00 $0.00 $115,000.00 $115,000.00 to provide general operating support to the YMCA Creative Youth Center (2016-2018)
$345,000.00 2016
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
YMCA Of Greater Pittsburgh PC - 509(a)(2) $60,000.00 $0.00$0.00 $30,000.00 $30,000.00 for teaching artist in residence program $60,000.00 2016
YMCA Of Greater Pittsburgh PC - 509(a)(2) $0.00 $10,450.00 $0.00 $10,450.00 $0.00 for the Transformative Arts Process Young Artists grant (Giordan Dixon) $10,450.00 2017
YMCA Of Greater Pittsburgh PC - 509(a)(2) $0.00 $15,000.00$0.00 $15,000.00 $0.00 for the Transformative Arts Process Young Artists grant (Raynard Lucas) $15,000.00 2017
YMCA Of Greater Pittsburgh PC - 509(a)(2) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 to provide a variety of programs for families in Hazelwood, including after school programs, summer day camps and family- based events and activities, plus support the sale of the Hazelwood branch of the YMCA to the local community group $50,000.00 2017
YMCA Of Greater Pittsburgh PC - 509(a)(2) $0.00 $48,500.00$0.00 $48,500.00 $0.00 to support building a foundation for a Whole Life Learning Plan at the YMCA of Greater Pittsburgh $48,500.00 2017
YMCA Of Greater Pittsburgh PC - 509(a)(2) $0.00 $23,000.00 $0.00 $23,000.00 $0.00 to deliver the Tuff Sound Studio Apprenticeship Program, a music production and audio engineering program for high school teens living in distressed communities $23,000.00 2017
STATEMENT 13 (HE) Schedule of Appropriation and Payments 4.0 Fiscal Year 2017 12/31/2017
Beginning Balance Newly Allocated Amended Amount Paid Ending Balance Recipient and/or Purpose Tax Status 2017 2017 2017 2017 2017
Young Men & Womens Hebrew Assn & Irene PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 Kaufmann Centers to support The Center for Loving Kindness and Civic Engagement $50,000.00 2017
Young Womens Christian Association Of PC - 509(a)(2) $50,000.00 $0.00 $0.00 $50,000.00 $0.00 Pittsburgh to support STEM Stars math, science, and life skills enrichment program $100,000.00 2016
Young Womens Christian Association Of PC - 509(a)(2) $0.00 $12,500.00$0.00 $12,500.00 $0.00 Pittsburgh to support the 35th Annual Tribute to Women Leadership Awards to be held on May 25, 2017 $12,500.00 2017
Youthplaces PC - 509(a)(1) $0.00 $50,000.00 $0.00 $50,000.00 $0.00 to support after school enrichment and project-based programs during the summer and fall of 2017 $50,000.00 2017
Zellous Hope Project PC - 509(a)(1) $0.00 $20,000.00 $0.00 $20,000.00 $0.00 to support Pittsburgh's Juneteenth Celebration: A re-enactment of the Jubilee of Freemen Parade and Black Music Fest $20,000.00 2017
Grand Total $34,721,133.00 $50,397,544.00 ($1,785,758.61) $55,611,941.39 $27,720,977.00 (670 items) ADDBACK REFUNDED GRANTS $ 1,541,758.61 TOTAL $57,153,700.00
STATEMENT 13 GRANT APPLICATION GUIDELINES AND PROCEDURES
More information and our grant application can be found at www.heinz.org under Grants. How to Apply We have developed the following steps to guide you through the application process.
STEP 1: Learn about what we fund As of Jan. 2017, prospective applicants should apply through the Strategic Areas and are asked to review carefully the goals and strategies for the Strategic Area from which they anticipate seeking support.
Goals & Strategies for our three Strategic Areas:
Creativity Learning Sustainability
Review our geographic funding area and the listing of previously funded grants. Please pay attention to the deadlines for application submissions in order to be considered for specific board meetings. (Mar. 1 and Aug. 1) You can refer to our “frequently asked application questions” or contact us if you have additional questions not covered here.
STEP 2: Determine your eligibility
Review our eligibility requirements Check your organization’s status on Guide Star to make sure that you are properly listed
STEP 3: Submit Your Online Application
First, create an account with The Heinz Endowments. We upgraded our online grant application form on Jan. 23, 2012, so you will need to create a new account if this is your first application in the new system. You will receive an acknowledgment email when you create your account. This email will contain your password and the link to login to your account, and you should save this email for your records. You must successfully pass the short eligibility quiz at the beginning of this process. If you have any questions concerning the quiz, please contact us. General information about the form: You can get a printer-friendly version of your application on any page by clicking on the link on the top right corner of the form. You can email your application in-process to a colleague for their review by clicking on the link on the top right corner of the form. Fields that are required to be completed for submission are marked with a Text fields can be spell checked by clicking on the mark after the field. Some fields have a maximum word count, but they also have a counter underneath that will count down the words for you. The application form now supports attachments, three of which are required (project budget, board of directors list, signed Patriot Act compliance statement). The maximum size for all attachments combined is 25 MB. Please note that files with certain extensions (such as "exe", "com", "vbs", or "bat") cannot be uploaded. Acceptable formats include: documents, spreadsheets, PDFs, photos, etc. NOTE: Your Patriot Act compliance statement must be on your organization's letterhead, signed by the head of your organization and dated. Here is a sample Patriot Act statement. The application is divided into four sections: Organization information, Contact
STATEMENT 14 information, Project information, and Goals & Measures. You can download a PDF of the application questions, but the application MUST be submitted through the online system, not in paper form. You do not need to complete your application in one sitting – you can save your work and log back in at a later date. The Review page of the application will give you one last chance to review all your answers and make any necessary changes. You must hit the “submit” button at the bottom of this page for your application to be processed. After you submit your application, you will receive an email acknowledging that we have received it. This email will contain a tracking number and a copy of the application that you submitted. Once your application has been successfully entered into our grants management system and forwarded to the appropriate program area for review, you will receive a second email with a new Grants Reference Number – please use this new reference number for all inquiries. After you submit your application, you will be able to access it, but you will not be able to make changes to the application. (Link to access your submitted applications is available on this page)
STEP 4: Endowments staff reviews your inquiry for Board consideration
After your application is entered into our system, it is sent to the appropriate program director. If your project is not a fit with the Strategic Area's goals and strategies, you will receive a declination letter. If your project is a possible fit, program staff will perform due diligence – possibly involving: phone calls, site visits, research, etc. If it is decided that your project should move forward, staff may possibly request additional information to finalize your application.
STEP 5: Proposal is presented to the Board of Directors for approval
There are two grant-making board meetings each year – one in the Spring and one in the Fall. You will be notified of the board’s decision concerning your proposal. Proposals for $50,000 or less may be considered on a rolling basis as interim requests. If approved, new grantees will receive a notification packet, including a grant agreement, guidelines for follow-up reporting and press release information. The grant agreement must be signed by head of grantee organization and returned before any payments can be made.
STATEMENT 17
STATEMENT 14 Eligibility Who May Apply
The foundation funds organizations classified as tax-exempt under section 501(c)(3) of the Internal Revenue Code and as public charities under section 509(a) of that code. Individuals and for-profit organizations are not eligible for funding.
About Our Regional Focus
The Heinz Endowments concentrates its efforts and resources in southwestern Pennsylvania. Given its primarily regional focus, the foundation is generally unable to consider applications for funding for projects outside the Commonwealth of Pennsylvania unless they have been specifically requested by the foundation.
STATEMENT 14 I.D. #25-1721100 The Heinz Endowments Interest Schedule
Revenue & Expense per Net Investment Adjusted Net Description Books Income Income
Flowthrough from Partnerships 0 1,448,808 0
Total to Form 990-PF, Pg 1, Ln 17 0 1,448,808 0
STATEMENT 15 The Heinz Endowments Form 990-PF EIN 25-1721100 Year ended 12/31/17
Part II, Line 7, Program Related Investments -- Loans
The Heinz Endowments have made program-related loans to local charitable organizations for the development of their programs. The composition of these loans at December 31, 2017, is as follows:
Issue Interest Loans Additional Date Due Rate @ 12/31/16 Repayments Forgiven Loans @ 12/31/17 Clean Sites, Inc. 02/23/96 Variable 0.0% 275,000 - 275,000 - - Pittsburgh Life Sciences Greenhouse 07/01/04 Variable 0.0% 7,500,000 - - - 7,500,000 Pittsburgh Life Sciences Greenhouse 07/20/06 Variable 0.0% 5,500,000 - - - 5,500,000 Almono, LP 11/12/13 11/12/28 0.0% 4,500,000 - - - 4,500,000 Almono, LP 12/30/17 05/09/32 4.0% - - - 3,333,333 3,333,333
Total 17,775,000 - 275,000 3,333,333 20,833,333 STATEMENT 16 The Heinz Endowments Form 990-PF EIN: 25-1721100 Year Ended December 31, 2017
Part VII-B Question SC
Exemption from tax because expenditure responsibility for the investment in Almono LP is maintained by The Heinz Endowments.
1) Name & Address:
Ms. Rebecca Flora Principal-ReMake Group Almono LP c/o ReMake Group P.O. Box 42447 Pittsburgh, PA 15203
2) Date/Amount of Investment: 11/25/2013 $1,575,000 07/25/2014 $1,552,500 09/25/2015 $1,372,500
3) Purpose of Investment: Continued support of the development of Hazelwood Green, property owned by Almono LP in Hazelwood, including planning and installation of certain infrastructure through a Program Related Investment
4) Amount Spent: $4.5 Million Dollars
PRI funds in 2013-2015 were spent on the construction of Blair Street (Signature Boulevard) and the Phase 1 Infrastructure that includes the site utilities under the roadway.
5) No funds are known to investor to be diverted from the purpose of the investment.
6) Date of Report Received: 4/2/2018
7: Date of Verification of Report: 4/2/2018
STATEMENT 17 The Heinz Endowments – PRI #A8143 Form 990-PF EIN 25-1721100 Year Ended December 31, 2017
Part VII-B. Question 5c
Exemption from tax because expenditure responsibility for the investment in the Strategic Investment Fund Partners (Fund II) is maintained by The Heinz Endowments.
1. Name & Address: Janel M. Skelley Secretary/Treasurer Strategic Investment Fund, Inc. 11 Stanwix Street 17th Floor Pittsburgh, PA 15222 2. Date/Amount of Investment: Deposited May 31, 2002 $ 200,000 Deposited April 17, 2003 $ 200,000 Deposited March 25, 2004 $ 200,000 Deposited April 8, 2005 $ 200,000 Deposited April 24, 2006 $ 200,000 Deposited January 1, 2007 $ 396,000(1) Deposited January 1, 2008 $ 173,000(1) Deposited January 1, 2010 $ 74,300(1) Deposited January 1, 2012 $ 114,700(1) Deposited January 1, 2013 $ 157,000(1) Deposited January 1, 2014 $ 57,000(1) Deposited January 1, 2015 $ 25,500(1) Investment as of December 31, 2017 $1,998,000 3. Purpose of Investment: This is a Program Related Equity Investment that promotes economic development in the Greater Pittsburgh, Pennsylvania region by investing in real estate projects that foster the retention, expansion and attraction of business opportunities and thereby expand employment opportunities for the unemployed and minorities. 4. Amount Spent by Grantee: Since its formation in 2002, and through December 31, 2017, the Partnership’s Fund II closed loan commitments totaled $86,483,000. All but two such commitments qualified as Program Related Investments. The commitments that did not qualify were funded with non-foundation monies. 5. No funds are known to be diverted from the purpose of the investment, and the Fund has provided written assurance that it has operated in accordance with the partnership agreement. 6. Date of Report Received from Partnership: 3/28/2018 7. Date of Verification of Partnership Report: 3/28/2018
(1) Reinvested Fund I distributed capital.
STATEMENT 17 The Heinz Endowments Form 990-PF EIN: 25-1721100 Year Ended December 31, 2017
Part VII-B Question SC
Exemption from tax because expenditure responsibility for the investment in Almono LP is maintained by The Heinz Endowments.
1) Name & Address:
Ms. Rebecca Flora Principal-ReMake Group Almono LP c/o ReMake Group P.O. Box 42447 Pittsburgh, PA 15203
2) Date/Amount of Investment: 05/31/2017 $3,333,333
3) Purpose of Investment:
Continued support of the development of Hazelwood Green, property owned by Almono LP in Hazelwood, including planning and installation of certain infrastructure through a Program Related Investment.
4) Amount Spent:
Beginning Cash - Development Account $7,466,863.17 2017 Total Receipts* 6,880,625.86 2017 Total Expenses (254,074.19) Ending Cash 2017 $14,093,414.84
*includes other income and repayment of an advance of funds for closeout construction contracts, and Heinz investment.
5) No funds are known to investor to be diverted from the purpose of the investment.
6) Date of Report Received: 4/2/2018
7) Date of Verification of Report: 4/2/2018
STATEMENT 17 The Heinz Endowments Form 990-PF EIN: 25-1721100 Year Ended December 31, 2017
Part VII-B Question SC
Exemption from tax because expenditure responsibility for the investment in Almono LP is maintained by The Heinz Endowments.
1) Name & Address:
Ms. Rebecca Flora Principal-ReMake Group Almono LP c/o ReMake Group P.O. Box 42447 Pittsburgh, PA 15203
2) Date/Amount of Investment: 04/27/2017 $577,800 08/04/2017 $ 577,800
3) Purpose of Investment: 2017 Operating Expenses including Security, General Maintenance, Utilities, RE Taxes, Legal, Interest, Insurance, General Administrative, and Concept Design & Marketing.
4) Amount Spent:
Beg. Cash Balance $ 167,612 2017 Revenues (Other non-grant Income) 577,581 2017 Actual Operating Expenses (2,188,435) 2017 Net Actual Expenses $1,443,242 Heinz portion spent x .45 Amount Heinz Funds Spent $ 649,459 Investment Amount Remaining * $ 506,141
*funds remaining of Heinz 2017 investment applied toward 2018 beginning operating cash balance.
The financial statement audit report will be provided separately by 4/30/18.
5) No funds are known to investor to be diverted from the purpose of the investment.
6) Date of Report Received: 4/2/2018
7) Date of Verification of Report: 4/2/2018 STATEMENT 17 THE HEINZ ENDOWMENTS I.D. #25-1721100 2017 TAX RETURN
FORM 990-PF - PART IV CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME
Description Gain (Loss)
SECURITY SALES/MUTUAL FUNDS 60,847,368 FLOWTHROUGH FROM 1607 CAPITAL INTERNATIONAL EQUITY FUND 175,719 FLOWTHROUGH FROM ABINGWORTH BIOVENTURES IV, L.P. (48,358) FLOWTHROUGH FROM ADAGE CAPITAL PARTNERS, LP 9,890,972 FLOWTHROUGH FROM ADAMS CAPITAL MANAGEMENT III, L.P. (7,207) FLOWTHROUGH FROM ADAMS CAPITAL MANAGEMENT IV, L.P. 61,951 FLOWTHROUGH FROM ADVENT INTERNATIONAL GPE VII-E, L.P. 142,356 FLOWTHROUGH FROM ALLOY VENTURES 2005, L.P. 1,040,442 FLOWTHROUGH FROM ARGA EMERGING MARKETS EQUITY FUND 1,733,368 FLOWTHROUGH FROM ARTIMAN VENTURES 2014, LP (19,330) FLOWTHROUGH FROM ARTIMAN VENTURES SELECT 2014, LP (18,973) FLOWTHROUGH FROM BAIN CAPITAL (SSS I-C) IX, LP 449 FLOWTHROUGH FROM BAIN CAPITAL FUND VIII (10,855) FLOWTHROUGH FROM BAIN CAPITAL ASIA FUND 274,442 FLOWTHROUGH FROM BAIN CAPITAL EUROPE FUND III 2,131,813 FLOWTHROUGH FROM BAIN CAPITAL FUND IX (266,144) FLOWTHROUGH FROM BAIN X - CA RESOURCES FUND 1,116,341 FLOWTHROUGH FROM BAUPOST VALUE PARTNERS, L.P. IV 1,500,542 FLOWTHROUGH FROM BCP V-S LP 198,044 FLOWTHROUGH FROM BCP V-S PRIME LP 41,948 FLOWTHROUGH FROM BEACON CAPITAL STRATEGIC PARTNERS VI 367,152 FLOWTHROUGH FROM BERKSHIRE MULTIFAMILY VALUE FUND II, LP 429,188 FLOWTHROUGH FROM BERKSHIRE MULTIFAMILY VALUE FUND III, LP 1,171,153 FLOWTHROUGH FROM BLACKSTONE CAPITAL PARTNERS (CAYMAN III) V L.P. 56,695 FLOWTHROUGH FROM BLACKSTONE CAPITAL PARTNERS V L.P. (1,859) FLOWTHROUGH FROM BLACKSTONE CAPITAL PARTNERS (CAYMAN) V-A L.P. (952) FLOWTHROUGH FROM BLACKSTONE FEEDER HOLDCO V LP 423 FLOWTHROUGH FROM BLACKSTONE CAPITAL PARTNERS V, LP 679,151 FLOWTHROUGH FROM BLACKSTONE CAPITAL PARTNERS V PRIME, LP 87,588 FLOWTHROUGH FROM BLACKSTONE SGP CAPITAL PARTNERS (CAYMAN) IV, LP (117,322) FLOWTHROUGH FROM BPG INVESTMENT PARTNERSHIP VII A, LP 184,507 FLOWTHROUGH FROM BPG INVESTMENT PARTNERSHIP VIII A, LP 158,551 FLOWTHROUGH FROM BROOKSIDE CAPITAL PARTNERS 21,858 FLOWTHROUGH FROM CAPE MAY INVESTMENTS, LP (245) FLOWTHROUGH FROM CENTERBRIDGE CAPITAL PARTNERS AIV V (397) FLOWTHROUGH FROM CENTERBRIDGE CAPITAL PARTNERS AIV VI-A 244,633 FLOWTHROUGH FROM CENTERBRIDGE CAPITAL PARTNERS DEBT ACQUISITIONS 401 FLOWTHROUGH FROM CENTERBRIDGE SPECIAL CREDIT PARTNERS III AIV IV (CAYMAN), LP (11) FLOWTHROUGH FROM CENTERBRIDGE SPECIAL CREDIT PARTNERS III AIV III, LP 14,526 FLOWTHROUGH FROM CENTERBRIDGE SPECIAL CREDIT PARTNERS III (4,265) FLOWTHROUGH FROM CERBERUS LEVERED LOAN OPPORTUNITIES FUND II, LP 6,591 FLOWTHROUGH FROM CERBERUS LEVERED LOAN OPPORTUNITIES FUND III, LP 24,333 FLOWTHROUGH FROM CHARLESBANK EQUITY FUND VII, LP 370,247 FLOWTHROUGH FROM CHARLESBANK EQUITY FUND VIII, LP (183,431) FLOWTHROUGH FROM COLUMBIA CAPITAL EQUITY PARTNERS IV (QP) 451,371 FLOWTHROUGH FROM COLUMBIA CAPITAL EQUITY PARTNERS V (QP) 1,280,310 FLOWTHROUGH FROM DRAWBRIDGE SPECIAL OPPORTUNITIES FUND, LP 985,794 FLOWTHROUGH FROM ENCAP ENERGY CAPITAL FUND VI-B (12,481) FLOWTHROUGH FROM FINEPOINT CAPITAL PARTNERS II, LP 170,287 FLOWTHROUGH FROM FIRST STATE INVESTMENTS 2,443,907 FLOWTHROUGH FROM FOUNDATION CAPITAL IV, L.P. (356) FLOWTHROUGH FROM FOUNDATION CAPITAL V, L.P. 242 FLOWTHROUGH FROM FOUNDATION CAPITAL VI, L.P. (92,585) FLOWTHROUGH FROM FOUNDATION CAPITAL VII, L.P. (323,370) FLOWTHROUGH FROM FOUNDATION CAPITAL VIII, L.P. (284,433) FLOWTHROUGH FROM GENERAL CATALYST GROUP III 623,467 FLOWTHROUGH FROM GENERAL CATALYST GROUP IV (212,556) FLOWTHROUGH FROM GENERAL CATALYST GROUP V 23,563 FLOWTHROUGH FROM GRAHAM PARTNERS II 61,665 FLOWTHROUGH FROM GREENFIELD ACQUISITION PARTNERS III 28,781
STATEMENT 18 THE HEINZ ENDOWMENTS I.D. #25-1721100 2017 TAX RETURN
FORM 990-PF - PART IV CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME
Description Gain (Loss)
FLOWTHROUGH FROM GREENFIELD ACQUISITION PARTNERS V 13,540 FLOWTHROUGH FROM HARBOURVEST PARTNERS V - PARTNERSHIP FUND LP (1,210) FLOWTHROUGH FROM HEARTWOOD FORESTLAND FUND IV 198,270 FLOWTHROUGH FROM HEARTWOOD FORESTLAND FUND V 34,226 FLOWTHROUGH FROM H.I.G. BAYSIDE DEBT & LBO FUND II 828,300 FLOWTHROUGH FROM H.I.G. BAYSIDE II AIV, LP (SERIES A) 2,390 FLOWTHROUGH FROM H.I.G. BAYSIDE II AIV, LP (SERIES E) 28,914 FLOWTHROUGH FROM HONY CAPITAL FUND 2008 138,957 FLOWTHROUGH FROM HONY CAPITAL FUND V 34,105 FLOWTHROUGH FROM INDEX VENTURES II (JERSEY) 163,596 FLOWTHROUGH FROM INDEX VENTURES III (JERSEY) (8,170) FLOWTHROUGH FROM INTERVALE CAPITAL FUND III 1,176 FLOWTHROUGH FROM INTERWEST PARTNERS IX (265,368) FLOWTHROUGH FROM INTERWEST PARTNERS X (349,679) FLOWTHROUGH FROM KLINE HILL PARTNERS FUND 511,500 FLOWTHROUGH FROM KHOSLA VENTURES III 25,377 FLOWTHROUGH FROM KHOSLA VENTURES IV (13,721) FLOWTHROUGH FROM KHOSLA VENTURES SEED (11,907) FLOWTHROUGH FROM KHOSLA VENTURES SEED B (8,301) FLOWTHROUGH FROM KODIAK VENTURE PARTNERS III 130,462 FLOWTHROUGH FROM LBA REALTY FUND IV, LP 158,963 FLOWTHROUGH FROM LEGP I AIV (B) 92,443 FLOWTHROUGH FROM LEGP II AIV (B) (1,548) FLOWTHROUGH FROM LEVEL EQUITY GROWTH PARTNERS I 1,052,702 FLOWTHROUGH FROM LEVEL EQUITY GROWTH PARTNERS II 360,110 FLOWTHROUGH FROM LEVEL EQUITY OPPORTUNITIES FUND 2015 423,029 FLOWTHROUGH FROM LEXINGTON CAPITAL PARTNERS V LP 77,506 FLOWTHROUGH FROM LINZOR CAPITAL PARTNERS II 37 FLOWTHROUGH FROM MERIWETHER MINERALS, LP (70,104) FLOWTHROUGH FROM MORNINGSIDE CHINA TMT FUND II, LP (5,793) FLOWTHROUGH FROM NATURAL GAS PARTNERS VIII 70,039 FLOWTHROUGH FROM NATURAL GAS PARTNERS IX (646,246) FLOWTHROUGH FROM NGEN II (10,522) FLOWTHROUGH FROM NGP ENERGY TECHNOLOGY PARTNERS II 568,750 FLOWTHROUGH FROM NGP NATURAL RESOURCES X (233,132) FLOWTHROUGH FROM NGP NATURAL RESOURCES XI 446,735 FLOWTHROUGH FROM OVERLOOK PARTNERS FUND, LP 4,607,744 FLOWTHROUGH FROM OWNERSHIP CAPITAL GLOBAL EQUITY (USD) FUND, LP 469,536 FLOWTHROUGH FROM PANTHEON USA FUND IV (34,538) FLOWTHROUGH FROM PEAK ROCK CAPITAL FUND A 96,957 FLOWTHROUGH FROM PEAK ROCK CAPITAL CREDIT FUND II-A 1,510 FLOWTHROUGH FROM PEG DIRECT CORPORATE FINANCE (29,094) FLOWTHROUGH FROM PEG POOLED CORPORATE FINANCE 48,924 FLOWTHROUGH FROM PEG POOLED VENTURE CAPITAL (12,207) FLOWTHROUGH FROM POLARIS VENTURE PARTNERS IV 132,356 FLOWTHROUGH FROM POLARIS VENTURE PARTNERS V 355,821 FLOWTHROUGH FROM PROQUEST INVESTMENTS IV 62,026 FLOWTHROUGH FROM ROCKPORT CAPITAL PARTNERS III (213,065) FLOWTHROUGH FROM RUBINCON TECHNOLOGY PARTNERS (2,381) FLOWTHROUGH FROM SCP III AIV ONE (1,158) FLOWTHROUGH FROM SCP III AIV THREE - FCER CONDUIT (127,903) FLOWTHROUGH FROM SCP IV PINGORA AIV CONDUIT 1,919 FLOWTHROUGH FROM SEVIN ROSEN FUND IX (31,416) FLOWTHROUGH FROM SILCHESTER INTERNATIONAL INVESTORS 2,427,260 FLOWTHROUGH FROM SSC IV 177,520 FLOWTHROUGH FROM SSC V 30,007 FLOWTHROUGH FROM STERLING CAPITAL PARTNERS II (215,647) FLOWTHROUGH FROM STERLING CAPITAL PARTNERS III (42,741) FLOWTHROUGH FROM STERLING CAPITAL PARTNERS IV (425,274) FLOWTHROUGH FROM SUMMIT PARTNERS EUROPE PRIVATE EQUITY FUND 775,411
STATEMENT 18 THE HEINZ ENDOWMENTS I.D. #25-1721100 2017 TAX RETURN
FORM 990-PF - PART IV CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME
Description Gain (Loss)
FLOWTHROUGH FROM SUMMIT PARTNERS GROWTH EQUITY FUND VIII-B 1,182,630 FLOWTHROUGH FROM SUMMIT PARTNERS GROWTH EQUITY FUND IX-B 182,330 FLOWTHROUGH FROM SUMMIT PARTNERS PRIVATE EQUITY FUND VII-B 875,193 FLOWTHROUGH FROM SUMMIT PARTNERS VENTURE CAPITAL FUND III-B 1,458,012 FLOWTHROUGH FROM SUMMIT PARTNERS VENTURE CAPITAL FUND IV-B 218,910 FLOWTHROUGH FROM SUMMIT SUBORDINATED DEBT FUND III-B 205,502 FLOWTHROUGH FROM TA X 93,951 FLOWTHROUGH FROM TIGER GLOBAL PIP X PARTNERS, LP 10,012 FLOWTHROUGH FROM THE VARDE FUND XI (B) FEEDER 140,330 FLOWTHROUGH FROM THREE ARCH PARTNERS IV 100,715 FLOWTHROUGH FROM TRIDENT VI 82,879 FLOWTHROUGH FROM TRIDENT VII 11,472 FLOWTHROUGH FROM TUCKER ANTHONY PRIVATE EQUITY FUND III (59,673) FLOWTHROUGH FROM WESTBROOK REAL ESTATE FUND IX 159,753 FLOWTHROUGH FROM WESTBROOK REAL ESTATE FUND VIII 38,033 FLOWTHROUGH FROM WESTBROOK REAL ESTATE FUND X (10,042) FLOWTHROUGH FROM WGI EMERGING MARKETS FUND SMALLER COMPANIES FUND 462,519
Total Net Gain (Loss) per Tax Return 104,376,528
STATEMENT 18 THE HEINZ ENDOWMENTS 25‐1721100 }}}}}}}}}}}}}}}}}}}} }}}}}}}}}} ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ FORM 990‐PF SUMMARY OF PROGRAM-RELATED INVESTMENTS STATEMENT 19 }}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}}} DESCRIPTION }}}}}}}}}}} 2017 OPERATING EXPENSES INCLUDING SECURITY, GENERAL MAINTENANCE, UTILITIES, REAL ESTATE TAXES, LEGAL, INTEREST, INSURANCE, GENERAL ADMINISTRATIVE, AND CONCEPT DESIGN & MARKETING.
AMOUNT }}}}}}}}}}}}}} TO FORM 990‐PF, PART IX‐B, LINE 2 1,155,600. ~~~~~~~~~~~~~~
21 STATEMENT(S) 19 22161029 798870 04542.00T 2017.04030 THE HEINZ ENDOWMENTS 04542_01