2025-05-23T13:25:59-05:00 2024-12-31 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET SUITE 600 PITTSBURGH PA 15212 990 2024-01-01 251520340 ST MARGARET FOUNDATION STMA 4127844205 815 FREEPORT ROAD PITTSBURGH PA 15215 SETH W SILVERMAN CHAIRPERSON 4127844205 2025-05-23 1 0 ELIZABETH EKRISHER P01275616 4124715500 2024 2025-03-06 01:10:19Z SETH W SILVERMAN 815 FREEPORT ROAD PITTSBURGH PA 15215 5850118 0 X WWW.STMARGARETFOUNDATION.ORG X 1986 PA ST. MARGARET FOUNDATION INVESTS IN HEALTH AND WELLNESS INITIATIVES AT UPMC ST. MARGARET AND WITHIN COMMUNITIES SERVED BY THE HOSPITAL 18 18 3 4 0 0 1277950 1075265 0 0 2111502 2848362 106407 140932 3495859 4064559 1020627 1005204 0 0 364852 385880 0 0 144796 352063 355046 1737542 1746130 1758317 2318429 31619366 34209248 134038 128842 31485328 34080406 X THE MISSION OF ST. MARGARET FOUNDATION IS TO BE A VALUED SOURCE OF SUPPORT FOR UPMC ST. MARGARET AND THE HEALTH AND WELLNESS OF THE COMMUNITIES IT SERVES. THE FOUNDATION FOCUSES ON FILLING IN THE GAPS WITH HOPE FOR PATIENTS AT ST. MARGARET HOSPITAL WHO ARE FACING SOME OF LIFE'S GREATEST CHALLENGES. 0 0 1154937 1005204 THE FOUNDATION IS A PUBLIC CHARITY GOVERNED BY ITS BOARD OF DIRECTORS AND IS INDEPENDENT OF UPMC. A STRATEGIC PLANNING PROCESS IN 2012 RESULTED IN THE FOUNDATION'S FOCUS FOR RAISING AND DISTRIBUTING FUNDS IN THE FOLLOWING KEY AREAS AT UPMC ST. MARGARET: 1) PATIENT ACCESS; 2) PATIENT INFORMATION AND 3) PATIENT EXPERIENCE. ST. MARGARET FOUNDATION IS A TWO-PRONGED ORGANIZATION: 1.) RAISING FUNDS TO HELP PATIENTS IN CRISIS WITH HOPE HEALING AND INDEPENDENCE; AND 2.) MAKING GRANTS TO HELP FACILITATE MANY PROGRAMS THAT HELP PATIENTS IN CRISIS.IN TODAY'S HEALTH CARE ENVIRONMENT MANY PATIENT NEEDS CANNOT BE MET WITH MEDICARE, MEDICAID, INSURANCE AND SELF-PAYMENT ALONE. ST. MARGARET FOUNDATION FUNDRAISES FOR SPECIFIC AREAS OF NEED THAT INCLUDE: THE BED FUND WHICH PROVIDES UNDERSERVED PATIENTS WITH MEDICAL SUPPLIES, TRANSPORTATION TO CANCER AND OTHER TREATMENT, EMERGENCY HOUSING, MEDICATION, AND MUCH MORE; THE ONCOLOGY FUND FOR PATIENTS BATTLING CANCER TO HELP WITH TRANSPORTATION, MEDICATION, UTILITY ASSISTANCE DUE TO LOSS OF WAGES; THE ST. MARGARET FAMILY HEALTH CENTERS FUND FOR LOCATIONS IN LAWRENCEVILLE, BLOOMFIELD-GARFIELD, AND NEW KENSINGTON WHICH PROVIDES UNDERSERVED PATIENTS WITH IMMUNIZATIONS, MEDICATIONS, REACH OUT AND READ BOOKS FOR CHILDREN, TEDDY BEAR CLINIC, FOOD VOUCHERS FOR HOLIDAY MEALS, HEALTH FAIRS, NUTRITION EDUCATION AND HUMAN SEXUALITY EDUCATION IN THE INNER-CITY PUBLIC SCHOOLS; THE EMPLOYEE EMERGENCY FUND WHICH ASSISTS EMPLOYEES OF ST. MARGARET WHO HAVE EXPERIENCED A NATURAL DISASTER OR MEDICAL EMERGENCY. ST. MARGARET FOUNDATION MAKES GRANTS TO PROGRAMS THAT IMPROVE THE HEALTH OF THE ST. MARGARET COMMUNITY. EXAMPLES INCLUDE: LOOK GOOD FEEL BETTER PROGRAM FOR CANCER PATIENTS, FREE RIDES FOR SENIORS SHUTTLE SERVICE, FREE VALET SERVICE FOR SENIORS AND PATIENTS WITH DISABILITIES, FREE PHYSICIAN LECTURE PROGRAMS, PARAMEDIC RESPONSE VEHICLE TO SUPPORT EMS SERVICES IN THE COMMUNITY, EDUCATION AND MEDICATION FOR PATIENTS WITH CHRONIC OBSTRUCTIVE PULMONARY DISEASE, DIABETES SUPPORT GROUP.RESTRICTION: THE PATIENT CRISIS CARE ENDOWMENT SERVES AS AN EMERGENCY FUND FOR PATIENTS WHO ARE IN NEED TO PAY FOR NECESSARY ITEMS/SERVICES NOT COVERED BY INSURANCE OR OTHER PAYORS AND IDENTIFIED BY THE UPMC ST. MARGARET SOCIAL WORK DEPARTMENT. EXAMPLES: DURABLE MEDICAL EQUIPMENT, PRESCRIPTIONS, TEMPORARY HOME CARE, ETC. EXCLUSIONS ARE TRANSPORTATION, HOSPITAL OR DOCTORS' OFFICE FEES/CO-PAYMENTS. APPROPRIATIONS OF EARNINGS ON THIS ENDOWMENT FUND WILL BE SET ANNUALLY BY THE BOARD. 1154937 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0 0 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X MARY LEE GANNON 4127844205 815 FREEPORT ROAD PITTSBURGH PA 15215 X DAVID T MARTIN BOARD MEMBER 1.00 X 0 0 0 JOHN LAGNESE MD BOARD MEMBER 1.00 X 0 0 0 ROBERT G HOFMANN BOARD MEMBER 1.00 X 0 0 0 JUDITH W GRANATO BOARD MEMBER 1.00 X 0 0 0 DAVID PATTON BOARD MEMBER 1.00 X 0 0 0 PETER G ELLIS MD BOARD MEMBER 1.00 X 0 0 0 SETH SILVERMAN VICE CHAIRPERSON 1.00 X X 0 0 0 WILLIAM H SIMPSON BOARD MEMBER 1.00 X 0 0 0 JOHN MICLOT BOARD MEMBER 1.00 X 0 0 0 VINCENT SILVAGGIO MD BOARD MEMBER 1.00 X 0 0 0 ROBIN FELTON BAUM BOARD MEMBER 1.00 X 0 0 0 MICHELLE KEANE DOMEISEN D MIN CHAIRPERSON 1.00 X X 0 0 0 C JAMES ZESZUTEK BOARD MEMBER 1.00 X 0 0 0 EDWARD J DONNELLY III MD SECRETARY 1.00 X X 0 0 0 C TALBOT HEPPENSTALL JR TREASURER 1.00 X X 0 0 0 STEPHEN A BOTOS BOARD MEMBER 1.00 X X 0 0 0 ERIC A FRANKEL MD BOARD MEMBER 1.00 X 0 0 0 THOMAS N WALKER BOARD MEMBER 1.00 X 0 0 0 MARY LEE GANNON PRESIDENT 40.00 X 197510 84647 44527 197510 84647 44527 1 0 1 0 0 5674 46211 25000 998380 3322 1075265 867633 867633 3761103 1780374 1980729 1980729 1980729 146117 46211 5185 140932 140932 4064559 0 0 2989294 1004704 1004704 500 500 228679 57170 114339 57170 110033 27509 55015 27509 27326 6832 13662 6832 19842 4961 9920 4961 144 144 40671 18675 11563 10433 160221 160221 1302 751 291 260 30100 14034 3029 13037 12805 3055 9750 26949 6737 13475 6737 4468 1117 2234 1117 8403 8403 A/R PLEDGE WRITE OFF 47457 47457 SPECIALTY ITEMS 4005 2002 2003 RECOGNITION PLAQUES 3850 140 3710 14671 6890 6504 1277 1746130 1154937 446397 144796 394 100 1810828 2072642 80259 135490 60217 0 26515 6758 172768 172768 0 0 19339174 20982531 5045352 5580284 5256627 5431443 31619366 34209248 82796 86400 48500 41250 2742 1192 134038 128842 X 23414821 25457119 8070507 8623287 31485328 34080406 31619366 34209248 X 2318429 101833 174816 X X 0 1 X 1 0 X 773028 952034 816114 1227553 1075265 4843994 773028 952034 816114 1227553 1075265 4843994 289517 4554477 556378 835548 1003755 852992 867633 4116306 61550 112023 121740 138320 140932 574565 9534865 37517 0.47770 0.45380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3666101 362662 392882 44919 4376726 1190465 2352407 157774 34545 3666101 1410265 2500 -175750 46550 1190465 1384411 1000 37973 13119 1410265 1397544 500 -633 13000 1384411 0.55893 0.31389 0.12718 0 0 97407 97407 0 75361 75361 0 0 LIMITED PARTNERSHIPS 1073503 F OFFSHORE HEDGE FUNDS 4506781 F 5580284 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 5405843 OTHER ASSETS 25600 5431443 CHARITABLE GIFT OBLIGATION 1192 1192 4186172 101833 180001 281834 3904338 160221 160221 4064559 1591094 5185 5185 1585909 160221 160221 1746130 PART XI, LINE 2D - OTHER ADJUSTMENTS: VALUATION LOSS, BENEFICIAL INTEREST IN PERPETUAL TRUSTS 174,816. SPECIAL EVENTS EXPENSE 5,185. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSE 5,185. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, INVESTMENT N/A 5580284 0 0 0 0 0 0 5580284 0 5580284 1 0 1 1 1 0 HOPE CHALLENGE 145601 46211 99390 5185 145601 46211 99390 5185 5185 94205 1 UPMC ST MARGARET - CARE MANAGEMENT TRANSPORTATION SERVICES 815 FREEPORT ROAD PITTSBURGH PA 15215 232875070 501(C)(3) 240940 0 N/A TO PROVIDE FREE MEDICAL TRANSPORTATION FOR PATIENTS. UPMC ST MARGARET - VALET SERVICES 815 FREEPORT ROAD PITTSBURGH PA 15215 232875070 501(C)(3) 45000 0 N/A TO PROVIDE VALET SERVICES FOR OUR PATIENTS WITH DISABILITIES UPMC ST MARGARET - BED FUND 815 FREEPORT ROAD PITTSBURGH PA 15215 232875070 501(C)(3) 75000 0 N/A TO REPLENISH THE BED FUND WESLEY FAMILY SERVICES - FAIRWEATHER TRANSPORTATION SERVICES 104 BETA DRIVE PITTSBURGH PA 15238 250965341 501(C)(3) 96800 0 N/A TO PROVIDE FREE TRANSPORTATION TO PATIENTS THROUGHOUT THE ALLI-KISKI VALLEY NORTH HILLS COMMUNITY OUTREACH-FREE RIDES FOR SENIORS 1975 FERGUSON ROAD ALLISON PARK PA 15101 251553057 501(C)(3) 109000 0 N/A FREE RIDES FOR SENIORS OPERATING COSTS. UPMC ST MARGARET - FAMILY HEALTH CENTER 815 FREEPORT ROAD PITTSBURGH PA 15215 232875070 501(C)(3) 44419 0 N/A TO SUPPORT SEVERAL PROGRAMS RUN BY THE FAMILY HEALTH CENTER. UPMC ST MARGARET - KATHLEEN'S CUPBOARD 815 FREEPORT ROAD PITTSBURGH PA 15215 232875070 501(C)(3) 20000 0 N/A TO REPLENISH KATHLEEN'S CUPBOARD FREE FOOD PANTRY UPMC ST MARGARET - FAMILY HEALTH CENTER PASS THROUGH GRANT ALLEGHENY COUNT 815 FREEPORT ROAD PITTSBURGH PA 15215 232875070 501(C)(3) 12500 0 N/A TO SUPPORT SEVERAL PROGRAMS RUN BY THE FAMILY HEALTH CENTER. UPMC ST MARGARET - FAMILY EMERGENCY FUND 815 FREEPORT ROAD PITTSBURGH PA 15215 232875070 501(C)(3) 12000 0 N/A FOR THE FAMILY EMERGENCY FUND UPMC ST MARGARET - DISTRIBUTION OF EISENBEIS FUND BALANCE 815 FREEPORT ROAD PITTSBURGH PA 15215 232875070 501(C)(3) 9234 0 N/A FOR PORTABLE ULTRASONOMETER FOR COMMUNITY HEALTH SCREENINGS. UPMC ST MARGARET - FREE FLU IMMUNIZATIONS 815 FREEPORT ROAD PITTSBURGH PA 15215 232875070 501(C)(3) 13585 0 N/A TO PROVIDE FREE FLU IMMUNIZATIONS UPMC ST MARGARET - HEALTH CARE SCREENINGS 815 FREEPORT ROAD PITTSBURGH PA 15215 232875070 501(C)(3) 8500 0 N/A TO PROVIDE HEALTH CARE SCREENINGS UPMC ST MARGARET - BERT STOLZER ARTHRITIS FUND BALANCE 815 FREEPORT ROAD PITTSBURGH PA 15215 232875070 501(C)(3) 39841 0 N/A TO PROVIDE DIVERSITY, EQUITY & INCLUSION CPR ACTIVITIES IN THE COMMUNITY. UPMC ST MARGARET - HR MYVOICE TSHIRTS 815 FREEPORT ROAD PITTSBURGH PA 15215 232875070 501(C)(3) 6000 0 N/A TO PURCHASE MEALS FOR EMPLOYEES DURING THE HOLIDAYS. UPMC ST MARGARET - COMFORT ITEMS & DISABILITY RESOURCES FOR PATIENTS 815 FREEPORT ROAD PITTSBURGH PA 15215 232875070 501(C)(3) 9991 0 N/A TO PURCHASE COMFORT ITEMS AND DISABILITY RESOURCES FOR PATIENTS. FRANKLIN INTERIORS - GARDEN OF HOPE FURNITURE 815 FREEPORT ROAD PITTSBURGH PA 15215 232875070 501(C)(3) 24770 0 N/A TO REPLACE DECAYING FURNITURE IN THE GARDEN OF HOPE. ANDERSON INTERIORS INC - UPGRADE TO SIMULATION LAB 1133 PENN AVENUE SUITE 201 PITTSBURGH PA 15222 14603 0 N/A TO UPGRADE THE SIMULATION LAB AT THE SCHOOL OF NURSING ANDERSON INTERIORS INC - UPGRADE TO STUDENT LOUNGE 1133 PENN AVENUE SUITE 201 PITTSBURGH PA 15222 41214 0 N/A TO UPGRADE THE STUDENT LOUNGE AT THE SCHOOL OF NURSING UPMC ST MARGARET - GIFT CARDS FOR STAFF 815 FREEPORT ROAD PITTSBURGH PA 15215 232875070 501(C)(3) 5500 0 N/A TO PURCHASE GIFT CARDS FOR STAFF. ANDERSON INTERIORS INC - UPGRADE TO SIMULATION LAB 1133 PENN AVENUE SUITE 201 PITTSBURGH PA 15222 5573 0 N/A TO UPGRADE THE SIMULATION LAB AT THE SCHOOL OF NURSING 5 SCHOLARSHIPS 1 500 N/A PART I, LINE 2: PROPOSALS ARE SUBMITTED TO THE COMMUNITY ADVISORY COMMITTEE (CIC) WHICH IS MADE UP OF MEMBERS OF THE FOUNDATION'S BOARD OF DIRECTORS. EACH MAY THEY MEET AND DECIDE WHICH GRANT PROPOSALS FIT INTO THE FOUNDATION'S CRITERIA. ANY GRANT UNDER $25,000 DOES NOT HAVE TO BE APPROVED BY THE FULL BOARD. THE GRANTS OVER $25,000 ARE PRESENTED TO THE BOARD OF DIRECTORS AND THEY MUST VOTE ON APPROVING THESE GRANTS. THE APPROVED GRANTEES ARE NOTIFIED BY THE FOUNDATION AND THE CHECKS ARE SENT OUT THE FOLLOWING JULY. GRANTEES MUST SUBMIT A GRANT REPORT THE FOLLOWING APRIL FOR THE CIC TO REVIEW. THE FOUNDATION SENDS REMINDER LETTERS AND EMAILS TO THE GRANTEES TO REMIND THEM OF THIS REQUIREMENT. X 0 0 0 0 0 0 0 0 0 MARY LEE GANNON PRESIDENT 175510 84647 22000 0 0 0 0 0 31169 13358 228679 98005 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE CHAIR OF FINANCE COMMITTEE, WHO IS ALSO THE BOARD OF DIRECTORS TREASURER. THE 990 IS ALSO REVIEWED BY THE PRESIDENT/CHAIRMAN OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST COMMITTEE OF THE UPMC BOARD OF DIRECTORS HAS THE ULTIMATE RESPONSIBILITY FOR POLICY IMPLEMENTATION, COMPLIANCE MONITORING, AND ENFORCEMENT. THE COMMITTEE MAY DELEGATE RESPONSIBILITIES TO THE CLO, CCO, AND SUCH OTHER STAFF AS IT IS DEEMED APPROPRIATE. THE COMMITTEE WILL ALSO FROM TIME TO TIME ADOPT CHANGES TO THIS POLICY, AND ADOPT PROCEDURES AND GUIDELINES THAT SUPPLEMENT AND ARE CONSISTENT WITH THOSE SET FORTH IN OR REQUIRED BY THIS POLICY AND RELATED POLICIES. FORM 990, PART VI, SECTION B, LINE 15 ST. MARGARET FOUNDATION USES UPMC ST. MARGARET/UPMC CORPORATE OFFICE AS ITS HUMAN RESOURCES SERVICE. THIS SERVICE DETERMINES APPROPRIATE COMPENSATION FOR THE VARIOUS POSITIONS FILLED AT ST. MARGARET FOUNDATION. FORM 990, PART VI, SECTION C, LINE 18 ST. MARGARET FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART VI, SECTION C, LINE 19 ALL REQUIRED FEDERAL TAX FORMS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART VII: COMPENSATION VARIOUS BOARD MEMBERS VOLUNTEER THEIR BOARD SERVICE AT THE FOUNDATION AND ALSO ARE COMPENSATED AS EMPLOYEES OF UPMC ST. MARGARET. COMPENSATION PAID THROUGH UPMC IS DISCLOSED ON A SEPARATE UPMC GROUP 990 COMPLETED. FORM 990, PART XI, LINE 9: VALUATION LOSS, BENEFICIAL INTEREST IN PERPETUAL TRUSTS 174,816. UPMC ST MARGARET 815 FREEPORT ROAD PITTSBURGH PA 15215 232875070 HOSPITAL PA 501(C)(3) LINE 3 UPMC 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 UPMC ST MARGARET B 537010 CASH UPMC ST MARGARET C 25000 CASH UPMC ST MARGARET N 26949 CASH UPMC ST MARGARET O 84647 CASH