2025-03-10T09:20:23-05:00 2024-06-30 161117932 BUFFAMANTE WHIPPLE BUTTAFARO PC 130 SOUTH UNION STREET SUITE 200 OLEAN NY 14760 990 2023-07-01 251399653 BRADFORD EDUCATIONAL FOUNDATION BRAD 8143627525 300 CAMPUS DRIVE BRADFORD PA 16701 CRAIG HARTBURG PRESIDENT 8143627525 2025-03-10 1 0 JAMES C ALEXANDER CPA P01384001 7163721620 2023 2025-03-06 01:10:19Z CRAIG HARTBURG 300 CAMPUS DRIVE BRADFORD PA 16701 37013129 0 X N/A X 1981 PA TO SUPPORT THE UNIVERSITY OF PITTSBURGH AT BRADFORD. 7 4 0 7 0 0 1243685 7201405 0 0 654781 1093852 0 0 1898466 8295257 2209037 2821437 0 0 0 0 0 0 0 533991 594238 2743028 3415675 -844562 4879582 39559520 46670699 750221 755918 38809299 45914781 SEE SCHEDULE O 0 0 2821437 2821437 TO RECEIVE, ADMINISTER AND DISTRIBUTE PROPERTY EXCLUSIVELY IN CONNECTION WITH AND FOR THE BENEFIT OF THE BRADFORD CAMPUS OF THE UNIVERSITY OF PITTSBURGH FOR EDUCATIONAL, CHARITABLE OR CULTURAL PURPOSES. 2821437 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 PA X ANNE MCDONALD TREASURER 8143627525 300 CAMPUS DRIVE BRADFORD PA 16701 RICHARD T ESCH VICE PRESIDENT 1.00 40.00 X X 0 255600 37293 HONORABLE JOHN CLELAND DIRECTOR 1.00 X 0 0 0 JEANNINE SCHOENECKER DIRECTOR 1.00 X 0 0 0 TIMOTHY FANNIN SECRETARY 1.00 X X 0 0 0 CRAIG HARTBURG PRESIDENT 1.00 X X 0 0 0 JUDITH BODAMER DIRECTOR 1.00 40.00 X 0 35061 7057 CHRISTY L CLARK RUFFNER DIRECTOR (THROUGH 10/12/23) 1.00 40.00 X 0 98824 33119 CHRISTINE L TYLER DIRECTOR 1.00 40.00 X 0 67200 16738 STEVEN E WILLIAMS TREASURER (THROUGH 7/30/24) 1.00 40.00 X 0 76286 30329 DR A CATHERINE KOVEROLA FORMER VP (THROUGH 6/29/21) 1.00 40.00 X 0 202645 43894 LAWRENCE FEICK FORMER VP (THROUGH 5/31/19) 1.00 40.00 X 0 403107 65037 0 1138723 233467 0 1 1 0 MANNING AND NAPIER 290 WOODCLIFF DRIVE FAIRPORT NY 14450 INVESTMENT MANAGER 224901 1 7201405 1981530 7201405 925229 925229 28886495 28717872 168623 168623 168623 8295257 0 0 1093852 2821437 2821437 14000 14000 241590 241590 5613 5613 MANAGEMENT AND ADMINIST 329750 329750 0 3285 3285 3415675 2821437 594238 0 1331538 4490295 2787309 6667231 306287 306287 306287 32347893 32162918 2786493 3043968 39559520 46670699 750221 755918 750221 755918 X 7876833 10036040 30932466 35878741 38809299 45914781 39559520 46670699 4879582 2225900 0 X 0 1 X 1 0 X X 1 UNIVERSITY OF PITTSBURGH 250965591 2 1 2821437 0 1 2821437 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION D, LINE 3 THE FOUNDATION'S BOARD OF DIRECTORS APPROVES THEIR INVESTMENT AND SPENDING POLICIES, AND OPERATING BUDGET ON AN ANNUAL BASIS. THE BOARD INCLUDES TWO VOTING MEMBERS (AT 6/30/2024) THAT ARE EMPLOYEES OF THE UNIVERSITY OF PITTSBURGH AT BRADFORD AND THEREFORE DEMONSTRATE A SIGNIFICANT VOICE. PART IV, SECTION E, LINE 2A THE PURPOSE OF THE FOUNDATION IS TO IMPROVE AND ENHANCE THE QUALITY OF THE BRADFORD CAMPUS OF THE UNIVERSITY OF PITTSBURGH THROUGH GRANTS FOR VARIOUS ACADEMIC, EDUCATIONAL, CULTURAL, SPORTS, AND RECREATIONAL PROGRAMS; AND TO PROMOTE FACULTY DEVELOPMENT THROUGH GRANTS FOR SABBATICALS, SEMINARS, RESEARCH, AND OTHER EDUCATIONAL PROGRAMS FOR FACULTY IMPROVEMENTS. TO FULFULL ITS MISSION, THE FOUNDATION HOLDS TITLE TO AND MANAGES A MULTITUDE OF BOTH ENDOWMENT AND NON-ENDOWMENT FUNDS CREATED TO SUPPORT THE ACTIVITIES OF THE UNIVERSITY OF PITTSBURGH AT BRADFORD. THE FOUNDATION IS RESPONSIVE TO THE NEEDS OF THE UNIVERSITY BECAUSE THE UNIVERSITY IS ADEQUATELY REPRESENTED ON THE BOARD OF THE FOUNDATION. PART IV, SECTION E, LINE 2B SUBSTANTIALLY ALL OF THE FOUNDATION'S ACTIVITES CONSIST OF HOLDING TITLE TO AND MANAGING A MULTITUDE OF BOTH ENDOWMENT AND NON-ENDOWMENT FUNDS FOR THE BENEFIT OF THE UNIVERSITY TO FURTHER THE UNIVERSITY'S EXEMPT PURPOSES. THESE FUNDS ARE USED BY THE FOUNDATION TO IMPROVE AND ENHANCE THE QUALITY OF THE BRADFORD CAMPUS OF THE UNIVERSITY OF PITTSBURGH THROUGH GRANTS FOR VARIOUS ACADEMIC, EDUCATIONAL, CULTURAL, SPORTS, AND RECREATIONAL PROGRAMS; AND TO PROMOTE FACULTY DEVELOPMENT THROUGH GRANTS FOR SABBATICALS, SEMINARS, RESEARCH, AND OTHER EDUCATIONAL PROGRAMS FOR FACULTY IMPROVEMENTS. BUT FOR THE ACTIVITIES OF THE FOUNDATION, AS DESCRIBED ABOVE, THE UNIVERSITY WOULD NORMALLY HOLD AND MANAGE THE FUNDS AND FUND THESE ACTIVITIES. THE FOUNDATION FOCUSES ON PROVIDING A LONG-TERM AND PREDICTABLE STREAM OF FUNDING TO SUPPORT VARIOUS UNIVERSITY PROGRAMS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 32811150 4871951 2794368 910796 506491 292858 38767324 32726174 362529 1437129 903862 486816 324004 32811150 38335307 584625 -4577052 800939 380289 435478 32726174 32286804 406811 7119793 731735 361115 385251 38335307 29797677 1426875 3085945 674965 986332 362396 32286804 0.17000 0.69000 0.14000 1 0 306287 306287 306287 INTEREST IN CHARITABLE REMAINDER TRUST 3043968 3043968 PAYABLE TO BENEFICIARIES IN CRT 755918 755918 10279567 2225900 2225900 8053667 241590 241590 8295257 3174085 0 3174085 241590 241590 3415675 PART V, LINE 4: ENDOWMENT FUNDS REPRESENT FUNDS HELD BY THE FOUNDATION THAT WILL BE USED TO PROVIDE GRANTS AND SCHOLARSHIPS TO THE BRADFORD CAMPUS OF THE UNIVERSITY OF PITTSBURGH FOR EDUCATIONAL, CHARITABLE AND CULTURAL PURPOSES. 1 UNIVERSITY OF PITTSBURGH AT BRADFORD 300 CAMPUS DRIVE BRADFORD PA 16701 250965591 501(C)(3) 2821437 0 SUPPORTED ORGANIZATION 1 PART I, LINE 2: THE FOUNDATION ADMINISTERS CONTRIBUTIONS FROM DONORS, BASED ON THE DONOR INTENT, GENERALLY STATED ON A SIGNED DONOR AGREEMENT. ALL CONTRIBUTIONS AND THEIR RELATED PURPOSES ARE TRACKED INDIVIDUALLY BY FUNDS WITHIN AN APPLICABLE DATABASE SPECIFICALLY DESIGNED FOR DONOR RELATED CONTRIBUTIONS. BEF ANNUALLY DISTRIBUTES FUNDS BASED ON ITS SPENDING POLICY TO THE UNIVERSITY AND EACH DEPARTMENT HEAD IS NOTIFIED OF THE AMOUNT, ASSIGNED ACCOUNT NUMBER AND A BRIEF DESCRIPTION OF THE DONOR'S RESTRICTED USE. ADDITIONALLY, ON AN ANNUAL BASIS, THE EXPENDITURES INCURRED BY THE UNIVERSITY RELATING TO THESE DISTRIBUTIONS ARE COMPILED ON A REPORT AND PRESENTED TO THE BEF BOARD OF DIRECTORS AT A STATED MEETING FOR REVIEW. BEF AND THE UNIVERSITY'S DEVELOPMENT AND FINANCIAL AID OFFICES WORK COLLABORATIVELY TO ENSURE THE DONOR INTENT IS BEING CARRIED OUT. 0 0 0 0 0 0 0 0 0 LAWRENCE FEICK FORMER VP (THROUGH 5/31/19) 0 403107 0 0 0 0 0 44881 0 20156 0 468144 0 0 RICHARD T ESCH VICE PRESIDENT 0 255000 0 0 0 600 0 36975 0 318 0 292893 0 0 DR A CATHERINE KOVEROLA FORMER VP (THROUGH 6/29/21) 0 202645 0 0 0 0 0 24780 0 19114 0 246539 0 0 X 2 1981530 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED DURING A REGULAR MONTHLY MEETING OF THE BOARD OF DIRECTORS PRIOR TO FILING. ANY ACTION TAKEN WITH REGARDS TO THE REPORT IS DOCUMENTED IN THE MEETING MINUTES AND THE REPORT IS SUBSEQUENTLY FILED WITH THE INTERNAL REVENUE SERVICE AS REQUIRED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED EACH YEAR BY THE FULL BOARD DURING THE MONTH OF JANUARY. AS PART OF THE REVIEW, EACH BOARD AND UNIVERSITY STAFF MEMBER WHO WORKS DIRECTLY WITH THE FOUNDATION IS REQUIRED TO COMPLETE AND SIGN A CONFLICT OF INTEREST QUESTIONNAIRE. SHOULD ANY POTENTIAL CONFLICTS ARISE DURING THE COURSE OF THE YEAR, THE CONFLICT WOULD BE DISCUSSED BY THE BOARD AND APPROPRIATE ACTION TAKEN. THE RESULTS OF ANY ACTION TAKEN WILL BE RECORDED IN THE MINUTES OF THE MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART III, LINE 1 THE PURPOSE OF THE FOUNDATION IS TO IMPROVE AND ENHANCE THE QUALITY OF THE BRADFORD CAMPUS OF THE UNIVERSITY OF PITTSBURGH THROUGH GRANTS FOR VARIOUS ACADEMIC, EDUCATIONAL, CULTURAL, SPORTS, AND RECREATIONAL PROGRAMS, AND TO PROMOTE FACULTY DEVELOPMENT THROUGH GRANTS FOR SABBATICALS, SEMINARS, RESEARCH; AND OTHER EDUCATIONAL PROGRAMS FOR FACULTY IMPROVEMENTS. UNIVERSITY OF PITTSBURGH AT BRADFORD 300 CAMPUS DRIVE BRADFORD PA 16701 250965591 INSTITUTION OF HIGHER EDUCATION PA 501(C)(3) LINE 2 N/A 0 CHARITABLE REMAINDER TRUST (1) CHARITABLE TRUST PA BRADFORD EDUCATIONAL FOUNDATION 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0