2024-08-05T09:12:34-05:00 2023-09-30 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990 2022-10-01 251708231 MARIO LEMIEUX FOUNDATION MARI 4122611842 112 WASHINGTON PLACE 1661 PITTSBURGH PA 15219 NANCY G ANGUS PRESIDENT 4122611842 2024-07-30 1 0 SARAH R PIOT P01358891 4122613644 2022 2024-08-08 14:25:15Z NANCY G ANGUS 112 WASHINGTON PLACE 1661 PITTSBURGH PA 15219 7304629 0 X WWW.MARIOLEMIEUX.ORG X 1993 PA TO FUND CANCER RESEARCH AND PATIENT CARE PROJECTS AND ESTABLISH PLAYROOMS IN HOSPITALS 8 8 5 100 0 0 2820000 2930415 0 0 165694 -203253 533801 924136 3519495 3651298 4980351 596129 0 0 515564 557438 0 0 257654 486986 554879 5982901 1708446 -2463406 1942852 11979723 14354115 7598577 6517988 4381146 7836127 X TO FUND PROMISING MEDICAL AND PATIENT CARE INITIATIVES IN THE AREAS OF HODGKIN'S DISEASE, PEDIATRIC ONCOLOGY, RESEARCH AND TREATMENT PROTOCOLS AS WELL AS TO SUPPORT THE DEVELOPMENT OF HOSPITAL PLAYROOMS. 0 0 782675 307907 MS. LEMIEUX EXPANDED THE FOUNDATION'S SCOPE IN 2000 WHEN SHE CREATED AUSTIN'S PLAYROOMS FOLLOWING A PERSONAL EXPERIENCE WHILE CARING FOR HER PREMATURE INFANT SON AT MAGEE-WOMEN'S HOSPITAL. AS SHE AND & MR. LEMIEUX WERE TENDING TO THEIR SON, THERE WAS NO PLACE TO PROVIDE A COMFORTABLE CALMING ENVIRONMENT AND ENGAGE HIS SIBLINGS. IT WAS THEN THAT MS. LEMIEUX DEVISED THIS IDEA TO SOMEDAY RAISE FUNDS FOR PLAYROOMS AT AREA HOSPITALS. SINCE INCEPTION, 38 PLAYROOMS HAVE BEEN ESTABLISHED, WITH AN ADDITIONAL FOUR PLANNED. DURING FISCAL YEAR 2023, THE FOUNDATION DID NOT OPEN ANY NEW PLAYROOMS, RATHER, FOCUSED ON MAINTENANCE AND RE-OPENING UPDATES AS A RESULT OF THE COVID-19 CLOSURES. 162584 162584 THE FOUNDATION ALSO SUPPORTS BLOOD CANCER RESEARCH IN BOTH THE CLINIC AND LAB. IN 2014, THE FOUNDATION ESTABLISHED THE MARIO LEMIEUX CENTER LYMPHOMA CENTER FOR CHILDREN AND YOUNG ADULTS AT CHILDREN'S HOSPITAL OF PITTSBURGH OF UPMC. THIS CENTER, THE FIRST OF ITS KIND, TREATS PATIENTS WITH DIFFICULT-TO-TREAT AND RARE CHILDHOOD LYMPHOMAS. THE CENTER HAS INCREASED ACCESS TO CARE AND CUTTING-EDGE TREATMENTS FOR ALL CHILDHOOD LYMPHOMAS, WHILE ALSO BRINGING TOGETHER A CRITICAL VOLUME OF PATIENTS WITH RARE LYMPHOMAS FOR RESEARCH STUDIES THAT CAN HAVE HAD A GLOBAL IMPACT ON CARE. THE ANNUAL COMMITMENT TO THIS $2.5M PROJECT IS $357,000. CONTINUED ON SCHEDULE OTHE FOUNDATION ALSO SUPPORTS HODGKIN'S DISEASE RESEARCH AND PATIENT CARE BY PROVIDING FUNDING TO THE MARIO LEMIEUX CENTER FOR BLOOD CANCERS, LOCATED AT THE UPMC HILLMAN CANCER CENTER. IN NOVEMBER 2018, THE MARIO LEMIEUX FOUNDATION PLEDGED ADDITIONAL SUPPORT TO THE UPMC HILLMAN CANCER CENTER IN A $5M GIFT FOR GROUNDBREAKING IMMUNOTHERAPY RESEARCH AND TREATMENT. THE MARIO LEMIEUX IMMUNOTHERAPY CENTER WILL EXPAND AND ENHANCE INNOVATIVE IMMUNOTHERAPY TREATMENTS FOR PATIENTS WITH CERTAIN TYPES OF SOLID TUMORS, BOTH THROUGH RESEARCH AND PERSONALIZED PATIENT CARE. THE IMMUNTHERAPY CENTER OPENING WAS DELAYED BECAUSE OF THE COVID 19 PANDEMIC. HOWEVER, THE CENTER FOR BLOOD CANCERS REMAINED OPEN AND SERVED PATIENTS. 121274 121274 IN AUGUST 2022, THE MARIO LEMIEUX FOUNDATION MADE A $5,000,000 PLEDGE TO UPMC CHILDREN'S HOSPITAL OF PITTSBURGH TO ESTABLISH THE MARIO LEMIEUX INSTITUTE FOR PEDIATRIC CANCER RESEARCH. THE OPENING WAS HELD IN OCTOBER 2023. THIS NEW INSTITUTE WILL FOCUS ON SUPPORTING FUTURE RESEARCH LEADERS WHO WILL HELP GENERATE NEW SCIENTIFIC BREAKTHROUGHS AND CUTTING-EDGE CLINICAL TRIALS IN PEDIATRIC CANCER RESEARCH AND TRANSLATE THAT RESEARCH DIRECTLY TO PATIENTS. 4364 4364 IN SEPTEMBER 2019, THE MARIO LEMIEUX FOUNDATION MADE A $1 MILLION GIFT, WITH MATCHING FUNDS FROM HIGHMARK HEALTH, TO ESTABLISH THE MARIO LEMIEUX RESEARCH AND INNOVATION FUND AT ALLEGHENY HEALTH NETWORK'S CARDIOVASVULAR INSTITUTE'S DIVISION OF CARDIAC ELECTROPHYSIOLOGY. THIS $2M INVESTMENT WILL SUPPORT MEDICAL RESEARCH AND THE DEVELOPMENT OF INNOVATIVE THERAPIES AND TECHNOLOGIES FOR HEART RHYTHM DISORDERS. THE PROGRAM CONTINUED DURING THE COVID 19 PANDEMIC AND MADE GREAT STRIDES IN RESEARCH. 4364 4364 1070897 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 2 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL CA CT CO DC FL IL MD MA MI MN NJ NY OH OK PA VA WV WA X NANCY ANGUS 4122813466 TWO CHATHAM CTR 112 WASHINGTON PL PITTSBURGH PA 15219 THOMAS GREALISH BOARD PRESIDENT 5.00 X X 0 0 0 NATHALIE LEMIEUX VICE PRESIDENT 1.00 X X 0 0 0 LAUREN LEMIEUX TREASURER 1.00 X X 0 0 0 CHARLES GREENBERG SECRETARY 1.00 X X 0 0 0 MARIO LEMIEUX CHAIRMAN 1.00 X X 0 0 0 ALICIA CAULFIELD BOARD MEMBER 1.00 X 0 0 0 STEVE REICH BOARD MEMBER 1.00 X 0 0 0 ANDREW URBACH BOARD MEMBER 1.00 X 0 0 0 NANCY G ANGUS PRESIDENT 40.00 X 136858 0 17228 ANDREW PARISH EXECUTIVE DIRECTOR 40.00 X 105500 0 24765 242358 0 41993 2 0 1 0 0 32781 774425 36955 2086254 289778 2930415 255419 255419 1537027 1995699 -458672 -458672 -458672 2558819 774425 1652023 906796 906796 22949 5609 17340 17340 3651298 0 0 720883 596129 596129 154086 77043 26965 50078 227270 144914 30551 51805 11590 7245 1602 2743 32637 20092 4601 7944 131855 77135 19779 34941 22732 22732 91475 91475 24900 24900 78356 78356 63309 30000 1900 31409 85069 49437 12879 22753 17541 17541 61399 35918 9210 16271 12201 7138 1830 3233 24408 14279 3661 6468 PROGRAM EXPENSES 11567 11567 STATE REGISTRATION 5109 5109 EXECUTIVE DEVELOPMENT 335 335 56478 56478 1708446 1070897 379895 257654 150081 150051 2104728 1378483 45779 13885 29785 33796 153802 132289 27395 21513 9621955 12668440 0 87947 11979723 14354115 113247 184487 6933670 5730892 551660 514537 0 88072 7598577 6517988 X 4361146 7666127 20000 170000 4381146 7836127 11979723 14354115 1942852 1512129 0 X X 0 1 X 1 0 X 3150727 3155868 2988662 2820000 2930415 15045672 3150727 3155868 2988662 2820000 2930415 15045672 2420677 12624995 146035 176204 175481 241843 255419 994982 16040654 187647 0.78710 0.81830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24900 24900 3335570 3360470 318024 79506 0 0 268252 265863 525273 318024 1377412 2066118 14500 24000 26600 24900 90000 67063 66466 131318 79506 344353 516530 4439104 1512129 546255 42463 6455025 4426457 855122 -805440 37035 4439104 5082151 744613 1370022 30285 4426457 4503086 250017 355854 26806 5082151 4542885 -19625 20174 4503086 1.00000 0.00000 0.00000 0 0 31740 28198 3542 79361 70151 9210 42701 33940 8761 21513 OPERATING LEASE LIABILITY 88072 88072 X 5184381 1512129 93701 5609 1611439 3572942 78356 78356 3651298 1729400 93701 5609 99310 1630090 78356 78356 1708446 PART V, LINE 4: THE FOUNDATION'S NET ASSETS WITHOUT DONOR RESTRICTIONS INCLUDE A BOARD-DESIGNATED INVESTMENT FUND ESTABLISHED PRIMARILY FOR SUPPORT OF THE FOUNDATION'S MISSION. AS PERMITTED BY GAAP, AMOUNTS DESIGNATED BY GOVERNING BODIES FOR SPECIFIC PURPOSES MAY BE INCLUDED IN CURRENT FUNDS WITHOUT DONOR RESTRICTIONS, OR THOSE AMOUNTS MAY BE ACCOUNTED FOR IN OTHER FUNDS, SUCH AS ENDOWMENT FUNDS. THESE DESIGNATED FUNDS ARE KNOWN AS QUASI ENDOWMENTS WHEN ACCOUNTED FOR AS PART OF ENDOWMENT FUNDS AND ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE USE OF BOARD-DESIGNATED FUNDS TOWARD THE PAYMENT OF GRANT AWARDS IS PERMISSIBLE IN THE EVENT OF A FINANCIAL NEED. NO DONOR-IMPOSED RESTRICTION EXISTS FOR THE PORTION OF THE NET ASSETS DESIGNATED BY THE BOARD. THE BOARD FOLLOWS ITS INVESTMENT POLICY, WHICH GOVERNS ITS ENDOWMENT FUND. THE FOUNDATION FOLLOWS A TOTAL RETURN POLICY; HOWEVER, THE LONG-TERM PRESERVATION OF THE REAL VALUE OF THE ASSETS IS TAKEN INTO CONSIDERATION WHEN THE BOARD ELECTS A SPENDING AMOUNT. ON AN ANNUAL BASIS, THE FOUNDATION ELECTS A SPENDING RATE AS APPROVED BY THE BOARD. THE FOUNDATION HAS ADOPTED A WRITTEN INVESTMENT POLICY, OF WHICH A SECTION SPECIFICALLY RELATES TO ITS ENDOWMENT FUND. THE FOUNDATION CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO SET A SPENDING RATE: 1. PROTECTING THE CORPUS OF THE ENDOWMENT FUND 2. PRESERVING THE SPENDING POWER OF THE ASSETS 3. OBTAINING MAXIMUM INVESTMENT RETURN WITH REASONABLE RISK AND OPERATIONAL CONSIDERATION 4. COMPLYING WITH APPLICABLE LAWS PART X, LINE 2: THE FOUNDATION IS ORGANIZED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND, AS SUCH, IS EXEMPT FROM INCOME TAXES. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509 OF THE IRC. THE FOUNDATION FOLLOWS THE GUIDANCE FOR UNCERTAINTY IN INCOME TAXES, WHICH PROVIDES CRITERIA FOR THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THIS GUIDANCE REQUIRES THAT AN UNCERTAIN TAX POSITION SHOULD BE RECOGNIZED ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE POSITION IS SUSTAINABLE BASED UPON ITS TECHNICAL MERITS. RECOGNIZABLE TAX POSITIONS ARE THEN MEASURED TO DETERMINE THE AMOUNT OF BENEFIT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE FOUNDATION FILES U.S. FEDERAL, STATE AND LOCAL INFORMATION RETURNS AND NO RETURNS ARE CURRENTLY UNDER EXAMINATION. THE STATUTE OF LIMITATIONS ON THE FOUNDATION'S U.S. FEDERAL TAX RETURNS REMAINS OPEN FOR THE YEAR ENDED SEPTEMBER 30, 2020, THROUGH THE PRESENT. THE FOUNDATION CONTINUES TO EVALUATE ITS TAX POSITIONS PURSUANT TO THE PRINCIPLES OF SUCH GUIDANCE AND HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD: 5,609. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD: 5,609. CHARITY BAGS 1426915 51655 1375260 574669 CAMP 23 1110214 632500 477714 21411 131301 89482 98500 325269 4 796115 90270 705845 15208 63842 12450 6608 313283 3333244 774425 2558819 36619 195143 101932 105108 1213221 1652023 906796 1 CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION 4401 PENN AVENUE PITTSBURGH PA 15224 251865744 501(C)(3) 121274 0 N/A N/A PEDIATRIC CANCER RESEARCH UPMC HILLMAN 5115 CENTRE AVENUE PITTSBURGH PA 15232 113708851 501(C)(3) 86584 0 N/A N/A GENERAL SUPPORT MAGEE-WOMENS RESEARCH INSTITUTE AND FOUNDATION 3240 CRAFT PLACE STE 100 PITTSBURGH PA 15213 251462312 501(C)(3) 79636 0 N/A N/A PLAYROOM EXPENSES THE CHILDREN'S HOME OF PITTSBURGH 5324 PENN AVENUE PITTSBURGH PA 15224 250965292 501(C)(3) 75000 0 N/A N/A GENERAL SUPPORT CARNEGIE MELLON UNIVERSITY 5000 FORBES AVENUE PITTSBURGH PA 15213 250969449 501(C)(3) 70000 0 N/A N/A BLOOD CANCER RESEARCH CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION 4401 PENN AVENUE PITTSBURGH PA 15224 251865744 501(C)(3) 63920 0 N/A N/A PLAYROOM EXPENSES ST CLAIR HEALTH CORPORATION 1000 BOWER HILL ROAD PITTSBURGH PA 15243 251522445 501(C)(3) 49819 0 N/A N/A PLAYROOM EXPENSES PITTSBURGH PENGUINS FOUNDATION ONE CHATHAM CENTER SUITE 300 PITTSBURGH PA 15219 273431123 501(C)(3) 20000 0 N/A N/A GENERAL SUPPORT WHEELING HOSPITAL INC 1 MEDICAL PARK WHEELING WV 26003 550357057 501(C)(3) 15649 0 N/A N/A PLAYROOM EXPENSES HIGHMARK HEALTH 12311 PERRY HWY WEXFORD PA 15090 453674900 501(C)(3) 14019 0 N/A N/A PLAYROOM EXPENSES CANCER BRIDGES 2816 SMALLMAN STREET PITTSBURGH PA 15222 251845284 501(C)(3) 12000 0 N/A N/A PLAYROOM EXPENSES THE CHILDREN'S HOME OF PITTSBURGH AND LEMIEUX FAMILY CENTER 5324 PENN AVENUE PITTSBURGH PA 15224 250965292 501(C)(3) 10000 0 N/A N/A GENERAL SUPPORT CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION 4401 PENN AVENUE PITTSBURGH PA 15224 251865744 501(C)(3) 6600 0 N/A N/A RADIOTHON STANLEY M MARKS BLOOD CANCER RESEARCH FUND 5150 CENTRE AVENUE PITTSBURGH PA 15232 823369773 501(C)(3) 6000 0 N/A N/A GENERAL SUPORT LENDING HEARTS 114 HOODRIDGE DRIVE PITTSBURGH PA 15228 451783751 501(C)(3) 5000 0 N/A N/A GENERAL SUPPORT JDRF INTERNATIONAL 200 VESEY STREET 28TH FLOOR NEW YORK NY 10281 231907729 501(C)(3) 5000 0 N/A N/A GENERAL SUPPORT 13 0 PART I, LINE 2: THE MARIO LEMIEUX FOUNDATION WORKS VERY CLOSELY WITH AREA HOSPITALS TO DESIGN, FUND AND CONSTRUCT CHILDREN'S PLAYROOMS. THE FOUNDATION OVERSEES ALL ASPECTS OF THE CONSTRUCTION TO ENSURE THAT THE PLAYROOMS MEET THE NEEDS OF CHILDREN WHOSE SIBLINGS REQUIRE HOSPITAL SERVICES. THE FOUNDATION MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT CONTRIBUTED TOWARDS CONSTRUCTION AND BUILD OUT. CURRENTLY, THE FOUNDATION HAS FOCUSED ITS EFFORTS ON TAX-EXEMPT HOSPITALS. IN ADDITION, THE FOUNDATION GIVES GRANTS TO LOCAL NOT-FOR-PROFITS TO FURTHER THEIR EFFORTS TO PROMOTE COMMUNITY HEALTH AND RESEARCH. X X X X X 0 0 0 0 0 0 0 1 0 NANCY G ANGUS PRESIDENT 129746 0 5000 0 2112 0 5470 0 11758 0 154086 0 0 0 PART I, LINE 7 THE PRESIDENT AND EXECUTIVE DIRECTER WERE BOTH AWARDED A BONUS PAYMENT IN FISCAL YEAR 2023. X 1 289778 FAIR MARKET VALUE 0 0 1 0 PART I, LINE 32B: THE NUMBER SHOWN IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS MARIO LEMIEUX FOUNDATION RECEIVED FOR EACH TYPE OF PROPERTY FOR THE YEAR ENDED SPETEMBER 30, 2023. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIP: MARIO LEMIEUX, NATHALIE LEMIEUX AND LAUREN LEMIEUX. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE EXECUTIVE DIRECTOR AND THE FOUNDATION PRESIDENT BEFORE FILING. A COMPLETE COPY OF THE RETURN WAS DISTRIBUTED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST STATEMENTS ANNUALLY. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY THE EXECUTIVE DIRECTOR. IF IT IS DETERMINED THE ANY MEMBER OR OFFICER IS IN A POSITION OF CONFLICT OF INTEREST, THAT PERSON SHALL NOT PARTICIPATE IN DECISIONS PERTAINING TO THAT MATTER. FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION REPORT WAS PROVIDED TO THE FOUNDATION BOARD PRESIDENT. THE REPORT INCLUDED COMPENSATION COMPARISONS GATHERED FROM THE GUIDESTAR NONPROFIT COMPENSATION REPORT. THE PRESIDENT DISCUSSES THE CURRENT COMPENSATION PACKAGE WITH THE CHAIRMAN AND APPROVES THE ANNUAL PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, QUESTION 2, FINANCIAL STATEMENTS AND REPORTING: MARIO LEMIEUX FOUNDATION'S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE FOUNDATION HAS A BOARD THAT ASSUMES THE RESPONSIBILTY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.