2023-06-29T14:07:43-05:00 2022-12-31 251467156 SISTERSON & CO LLP 310 GRANT STREET SUITE 2100 PITTSBURGH PA 15219 990 2022-01-01 251774991 STRATEGIC INVESTMENT FUND INC STRA 4122814783 11 STANWIX ST 17TH FLOOR PITTSBURGH PA 15222 JANEL SKELLEY SECRETARY/TREASURER 4122814783 2023-06-26 1 JANEL SKELLEY 999009999 0 MICHAEL M COMSTOCK P00474378 4122812025 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEFANI PASHMAN 11 STANWIX ST 17TH FLOOR PITTSBURGH PA 15222 390557 0 X WWW.STRATEGICINVESTMENTFUND.ORG X 1995 PA PROMOTE ECONOMIC DEVELOPMENT IN THE CITY OF PITTSBURGH AND SURROUNDING 10 COUNTIES. 10 10 0 0 0 0 0 0 349400 336838 368 366 64538 53353 414306 390557 0 0 0 0 0 0 0 0 0 331400 421750 331400 421750 82906 -31193 4375306 4448049 52645 156581 4322661 4291468 PROMOTE ECONOMIC DEVELOPMENT IN THE CITY OF PITTSBURGH AND SURROUNDING 10 COUNTIES. 0 0 300709 390191 STRATEGIC INVESTMENT FUND, INC. PROVIDES SERVICES FOR STRATEGIC INVESTMENT FUND PARTNERS, IN ITS CAPACITY AS THE GENERAL PARTNER. THE PARTNERSHIP WAS ESTABLISHED TO PROVIDE A SOURCE OF PRIVATE SECTOR FINANCING FOR PROJECTS THAT PROMOTE ECONOMIC DEVELOPMENT, CREATE EMPLOYMENT,CONTRIBUTE TO THE ELIMINATION OF URBAN BLIGHT, AND ENHANCE DEVELOPMENT IN THE CITY OF PITTSBURGH, PENNSYLVANIA AND THE SURROUNDING COUNTIES OF WESTERN PENNSYLVANIA. 300709 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 4 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JANEL M SKELLEY 4122814783 11 STANWIX ST 17TH FLOOR PITTSBURGH PA 15222 X SYLVAN M HOLZER PAST CHAIRMAN 1.00 X 0 0 0 ERIC JOHNSON DIRECTOR 1.00 X 0 0 0 DAVID MOREHOUSE EXIT 42022 DIRECTOR 1.00 X 0 0 0 JOHN A BARBOUR DIRECTOR 1.00 X 0 0 0 GRETCHEN R HAGGERTY DIRECTOR 1.00 X 0 0 0 HELEN HANNA CASEY DIRECTOR 1.00 X 0 0 0 WILLIAM E HUNT DIRECTOR 1.00 X 0 0 0 DAVID J MALONE CHAIRMAN 2.00 X X 0 0 0 DAN ONORATO DIRECTOR 1.00 X 0 0 0 ROBERT STEPHANY ENTER 22022 DIRECTOR 1.00 X 0 0 0 LAUREL RANDI EXIT 122022 DIRECTOR 1.00 X 0 0 0 STEFANI PASHMAN PRESIDENT 1.00 X X 0 0 0 JANEL M SKELLEY SECRETARY/TREASURER 6.00 X 0 0 0 0 0 0 0 0 0 0 0 REIMB.EXP.- AFF. ORG. 525990 318838 318838 MGMT FEE- AFF. ORG. 525990 18000 18000 336838 366 366 EQUITY IN EARNING/SIF 523000 45663 45663 INVESTMENT INCOME - PO 525990 7690 7690 53353 390557 390191 0 366 238337 190672 47665 7099 6219 880 35025 28020 7005 807 150 657 345 345 35452 17726 17726 OUTSIDE SERVICES 102763 56000 46763 1922 1922 421750 300709 121041 0 1201167 1257528 57865 74533 29757 32557 3030078 3037768 56439 45663 4375306 4448049 52645 156581 52645 156581 X 4322661 4291468 4322661 4291468 4375306 4448049 -31193 0 X 0 1 X 1 0 0 INV.-STRATEGIC INV. PARTNERS 2949000 C INV.-POWER 32 SITE DEVELOPMENT 88768 C 3037768 390557 0 390557 0 390557 421750 0 421750 0 421750 PART X, LINE 2: THE FINANCIAL ACCOUNTING STANDARD BOARD ACCOUNTING CODIFICATION ON INCOME TAXES CLARIFIES RECOGNITION, MEASUREMENT, PRESENTATION, AND DISCLOSURE RELATING TO UNCERTAIN TAX POSITIONS. THE COMPANY EVALUATES TAX POSITIONS FOR RECOGNITION BY DETERMINING WHETHER EVIDENCE INDICATES THAT IT IS MORE LIKELY THAN NOT THAT A POSITION WILL BE SUSTAINED IF EXAMINED BY TAXING AUTHORITIES AND MEASURES THE EVALUATED TAX POSITIONS AS THE LARGEST AMOUNT THAT IS FIFTY PERCENT LIKELY OF BEING REALIZED UPON SETTLEMENT WITH TAXING AUTHORITIES. AS OF DECEMBER 31, 2022 AND 2021, THE COMPANY IS UNAWARE OF ANY UNRECOGNIZED TAX BENEFITS OR UNCERTAIN TAX POSITIONS. THE COMPANY'S TAX RETURNS FOR TAX YEARS 2019 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS INITIALLY REVIEWED BY JANEL SKELLEY, SECRETARY/TREASURER. A COPY OF THE FORM 990 IN ITS FINAL FORM IS THEN PROVIDED TO THE BOARD OF DIRECTORS, BUT THERE IS NO REQUIREMENT FOR THE BOARD TO REVIEW AND APPROVE THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH STRATEGIC INVESTMENT FUND, INC. (SIF) REPRESENTATIVE SHALL COMPLETE A WRITTEN DISCLOSURE STATEMENT REFLECTING HIS OR HER INTERESTS. THE CHAIRMAN OF THE BOARD AND PRESIDENT ARE RESPONSIBLE FOR REVIEWING THE DISCLOSURE STATEMENTS SO THAT THEY ARE FAMILIAR WITH AND CAN REPORT POTENTIAL CONFLICTS. IN ADDITION, EACH SIF REPRESENTATIVE SHALL REVEAL ANY CONFLICT HE OR SHE MAY HAVE WHEN THE BOARD IS DISCUSSING A MATTER IN WHICH IT MAY BE RELEVANT. SIF REPRESENTATIVES SHALL ACT IN A MANNER INTENDED TO FURTHER SIF'S BEST INTERESTS. IF AT ANY TIME A SIF REPRESENTATIVE (I) HAS OR MAY HAVE A CONFLICT OF INTEREST, OR (II) IS UNABLE TO ACT IN SIF'S BEST INTEREST ON ANY ISSUE BECAUSE OF A PERSONAL SITUATION, EMPLOYMENT, CONFLICTING INTEREST, OR OTHER REASON, THE SIF REPRESENTATIVE SHALL DISCLOSE THE CONFLICT TO THE BOARD AND ANSWER ANY QUESTIONS FROM THE BOARD, RECUSE HIMSELF OR HERSELF FROM VOTING ON THE SUBJECT AND SHALL LEAVE THE ROOM WHILE THE MATTER IS DISCUSSED. RECUSING HIMSELF OR HERSELF SHALL NOT PREVENT A SIF REPRESENTATIVE FROM PARTICIPATING IN OTHER ACTIVITIES OR DISCUSSIONS WHERE NO CONFLICT OF INTEREST EXISTS. AFTER DISCLOSURE OF A POTENTIAL CONFLICT AND ALL MATERIAL FACTS, THE BOARD OR COMMITTEE SHALL DETERMINE WHETHER AN ACTUAL CONFLICT OF INTEREST EXISTS IN THE PARTICULAR CIRCUMSTANCE. THE BOARD OF DIRECTORS MAY, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 NONE OF THE CURRENT EXECUTIVES RECEIVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS AVAILABLE TO THE PUBLIC FORM 990, PART VI, SECTION B, LINE 16B ALTHOUGH THERE IS NO FORMAL POLICY, THE ONLY PARTNERSHIPS IN WHICH STRATEGIC INVESTMENT FUND, INC. IS INVESTED IN ARE STRATEGIC INVESTMENT FUND PARTNERS (SIFP) AND POWER OF 32 SITE DEVELOPMENT FUND LLC (POWER OF 32). THE PURPOSE OF SIFP IS TO CONSTITUTE A SOURCE OF, AND TO FURNISH, TO THE EXTENT AVAILABLE TO THE PARTNERSHIP, PRIVATE-SECTOR FINANCING FOR PROJECTS WHICH SHALL FOSTER, OR CONTRIBUTE TO, ECONOMIC DEVELOPMENT AND THE CREATION OF EMPLOYMENT IN THE CITY OF PITTSBURGH, PENNSYLVANIA, AND ITS ENVIRONS INCLUDING THE COUNTY OF ALLEGHENY AND OTHER COUNTIES WITHIN THE REGION OF SOUTHWESTERN PENNSYLVANIA, OR SHALL PROMOTE, OR CONTRIBUTE TO, THE ELIMINATION OF URBAN BLIGHT AND THE ENHANCEMENT OF COMMUNITY DEVELOPMENT IN THE CITY OF PITTSBURGH, PENNSYLVANIA, AND SUCH ENVIRONS. THE PURPOSE OF POWER 32 IS TO CONSTITUTE A SOURCE OF, AND TO FURNISH, TO THE EXTENT AVAILABLE TO THE PARTNERSHIP FUNDING FOR A SELECT NUMBER OF SITE DEVELOPMENT PROJECTS, WHICH, IN THE JUDGEMENT OF THE GENERAL PARTNER, WILL ASSIST IN THE DEVELOPMENT OF HIGH-QUALITY REAL ESTATE SITES TO SUPPORT BUSINESS RELOCATIONS TO AND EXPANSIONS IN THE FOUR-STATE (MARYLAND, OHIO, PENNSYLVANIA, WEST VIRGINA), 32 COUNTY, INCLUDING ALLEGHENY COUNTY, THAT IS PART OF THE POWER 32 INITIATIVE AND ITS ENVIRONS. ALLEGHENY CONFERENCE ON COMMUNITY DEVELOPMENT 11 STANWIX ST 17TH FLOOR PITTSBURGH PA 15222 250965213 IMPROVING THE PITTSBURGH REGION'S ECONOMIC FUTURE AND QUALITY OF LIFE. PA 501(C)(3) N/A ALLEGHENY CONFERENCE ON COMMUNITY DEVELOPMENT 0 STRATEGIC INVESTMENT FUND PARTNERS 11 STANWIX ST 17TH FLOOR PITTSBURGH PA 15222 251777423 FINANCING CAPITAL PROJECTS THAT PROMOTE ECONOMIC DEVELOPMENT. PA N/A RELATED -11353 2786883 0 1 0.05100 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 STRATEGIC INVESTMENT FUND PARTNERS A 936 FAIR MARKET VALUE STRATEGIC INVESTMENT FUND PARTNERS S 45663 FAIR MARKET VALUE STRATEGIC INVESTMENT FUND PARTNERS Q 336838 FAIR MARKET VALUE