STRATEGY STUDIO / PUBLIC DATA EXPLORER

FEDERATED INVESTORS FOUNDATION INCORPORATED: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
FEDERATED INVESTORS FOUNDATION INCORPORATED (EIN 23-2913182)
Tax period
2022-05-01 to 2023-04-30
Filed
2024-03-04
IRS object ID
202420649349100412
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-03-04T11:06:42-06:00ReturnTs
Tax Period End2023-04-30TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2022-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232913182EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Federated Investors Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% THOMAS R DONAHUEInCareOfNm
Business Name ControlFEDEBusinessNameControlTxt
Phone4122881900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11001 Liberty Avenue 20th FloorAddressLine1Txt
CityPittsburghCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonThomas DonahuePersonNm
Person TitleTreasurerPersonTitleTxt
Phone4122881900PhoneNum
Signature2024-02-29SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstThomasPersonFirstNm
Person LastDonahuePersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$765,096FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$543,662ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$30,408DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,408DividendsNetInvstIncmAmt
Total Rev And Expnss$574,070TotalRevAndExpnssAmt
Total Net Invst Incm$30,408TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$423TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$423TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$734,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$734,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$735,173TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$734,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$161,103ExcessRevenueOverExpensesAmt
Net Investment Income$30,408NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,785CashBOYAmt
Cash EOY$8,697CashEOYAmt
Cash EOYFMV$8,697CashEOYFMVAmt
Sav And Temp Cash Invst BOY$917,786SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$754,194SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$754,194SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$2,628OtherAssetsBOYAmt
Other Assets EOY$2,205OtherAssetsEOYAmt
Other Assets EOYFMV$2,205OtherAssetsEOYFMVAmt
Total Assets BOY$926,199TotalAssetsBOYAmt
Total Assets EOY$765,096TotalAssetsEOYAmt
Total Assets EOYFMV$765,096TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Retained Earning BOY$926,199RetainedEarningBOYAmt
Retained Earning EOY$765,096RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$926,199TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$765,096TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$926,199TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$765,096TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$926,199TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$161,103ExcessRevenueOverExpensesAmt
Subtotal$765,096SubtotalAmt
Tot Net Ast Or Fund Balances EOY$765,096TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$423InvestmentIncomeExciseTaxAmt
Subtotal$423SubtotalAmt
Tax Based On Investment Income$423TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,628EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$2,628TotalPaymentsAndCreditsAmt
Overpayment$2,205OverpaymentAmt
Applied To ES Tax$2,205AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNoneWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THOMAS R DONAHUEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4122881900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11001 LIBERTY AVENDUEAddressLine1Txt
CityPittsburghCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J Christopher Donahue
1300 Beachwood BlvdPittsburghPA15217Director and President2.0$0$0$0
Thomas R Donahue
104 Haverford RoadPittsburghPA15238Director and Treasurer2.0$0$0$0
Raymond Hanley
881 Castleview DriveNorth HuntingtonPA15642Director and Asst. Secretary2.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1THE ACTIVITIES OF THIS FOUNDATION CONSIST SOLELY OF PROVIDING CASH TO VARIOUS IRC 501(C)(3) CHARITIES. THE FOUNDATION PAID $734,750 IN DONATIONS DURING THE YEAR.Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$971,752AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$971,752TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$971,752AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,576CashDeemedCharitableAmt
Net Vl Noncharitable Assets$957,176NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,859MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,859MinimumInvestmentReturnAmt
Tax Based On Investment Income$423TaxBasedOnInvestmentIncomeAmt
Total Tax$423TotalTaxAmt
Distributable Before Adj$47,436DistributableBeforeAdjAmt
Distributable Before Ded$47,436DistributableBeforeDedAmt
Distributable As Adjusted$47,436DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$734,750ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$734,750QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,436DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Excess Distribution Cyov Yr5$774,901ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$803,051ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$937,470ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$611,402ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$690,280ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,817,104TotalExcessDistributionCyovAmt
Qualifying Distributions$734,750QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$47,436AppliedToCurrentYearAmt
Remaining Distri From Corpus$687,314RemainingDistriFromCorpusAmt
Total Corpus$4,504,418TotalCorpusAmt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$774,901ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,729,517ExcessDistriCyovToNextYrAmt
Excess From Year4$803,051ExcessFromYear4Amt
Excess From Year3$937,470ExcessFromYear3Amt
Excess From Year2$611,402ExcessFromYear2Amt
Excess From Year1$690,280ExcessFromYear1Amt
Excess From Current Year$687,314ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1See Attachment 7BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1See AttachedAddressLine1Txt
CityPittsburghCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusNCRecipientFoundationStatusTxt
Grant Or Contribution PurposeCHARITABLEGrantOrContributionPurposeTxt
Amt$734,750Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$734,750TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Steel City Squash
140 Trees HallPittsburghPA15261NONEAn academic & athletic youth program that provides life-changing opportunities to under-served Pgh youth.$5,000
CCAC - Workforce Development Facility
808 Ridge Avenue 102PittsburghPA15212NONEBuild a workforce facility at the Allegheny County Campus.$10,000
Allegheny Conference on Community Development
11 Stanwix StreetPittsburghPA15222NONEStimulate economic growth and improve the quality of life in Pittsburgh.$163,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$178,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30,408ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$30,408ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$30,408TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonFederated Hermes IncContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11001 Liberty AvenueAddressLine1Txt
CityPittsburghCityNm
State AbbreviationPAStateAbbreviationCd
ZIP152223779ZIPCd
FieldValueIRS element (for citing)
Total Contributions$543,662TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED TAXESDesc
BOY Book Value$2,628BOYBookValueAmt
EOY Book Value$2,205EOYBookValueAmt
EOYFMV$2,205EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$423Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt