STRATEGY STUDIO / PUBLIC DATA EXPLORER

FEDERATED INVESTORS FOUNDATION INCORPORATED: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FEDERATED INVESTORS FOUNDATION INCORPORATED (EIN 23-2913182)
Tax period
2020-05-01 to 2021-04-30
Filed
2022-04-29
IRS object ID
202231199349100428
Schema version
2020v4.1
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)
Return2022-04-29T10:07:16-05:00ReturnTs
Tax Period End2021-04-30TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2020-05-01TaxPeriodBeginDt

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
Signature2022-04-29SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstThomasPersonFirstNm
Person LastDonahuePersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,684,568FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,250,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,983DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,983DividendsNetInvstIncmAmt
Total Rev And Expnss$1,251,983TotalRevAndExpnssAmt
Total Net Invst Incm$1,983TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$28TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$28TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$687,805ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$687,805ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$687,833TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$687,805TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$564,150ExcessRevenueOverExpensesAmt
Net Investment Income$1,983NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$17,033CashBOYAmt
Cash EOY$15,228CashEOYAmt
Cash EOYFMV$15,228CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,100,717SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,666,700SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,666,700SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$2,668OtherAssetsBOYAmt
Other Assets EOY$2,640OtherAssetsEOYAmt
Other Assets EOYFMV$2,640OtherAssetsEOYFMVAmt
Total Assets BOY$1,120,418TotalAssetsBOYAmt
Total Assets EOY$1,684,568TotalAssetsEOYAmt
Total Assets EOYFMV$1,684,568TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Retained Earning BOY$1,120,418RetainedEarningBOYAmt
Retained Earning EOY$1,684,568RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,120,418TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,684,568TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,120,418TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,684,568TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,120,418TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$564,150ExcessRevenueOverExpensesAmt
Subtotal$1,684,568SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,684,568TotNetAstOrFundBalancesEOYAmt
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$28InvestmentIncomeExciseTaxAmt
Subtotal$28SubtotalAmt
Tax Based On Investment Income$28TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,668EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$2,668TotalPaymentsAndCreditsAmt
Overpayment$2,640OverpaymentAmt
Applied To ES Tax$2,640AppliedToESTaxAmt

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
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 AVENUEAddressLine1Txt
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
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 Beechwood BlvdPittsburghPA15217Director and President0$0$0$0
Thomas R Donahue
106 Haverford RoadPittsburghPA15238Director and Treasurer0$0$0$0
Raymond Hanley
881 Castleview DrivePittsburghPA15342Director and Asst. Secretary0$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 $687,805 IN DONATIONS DURING THE TAX YEAR.Description1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,551,897AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,551,897TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,551,897AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,278CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,528,619NetVlNoncharitableAssetsAmt
Minimum Investment Return$76,431MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$76,431MinimumInvestmentReturnAmt
Tax Based On Investment Income$28TaxBasedOnInvestmentIncomeAmt
Total Tax$28TotalTaxAmt
Distributable Before Adj$76,403DistributableBeforeAdjAmt
Distributable Before Ded$76,403DistributableBeforeDedAmt
Distributable As Adjusted$76,403DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$687,805ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$687,805QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$687,805AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$76,403DistributableAsAdjustedAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Excess Distribution Cyov Yr5$657,134ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$639,535ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$774,901ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$803,051ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$937,470ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,812,091TotalExcessDistributionCyovAmt
Qualifying Distributions$687,805QualifyingDistributionsAmt
Applied To Current Year$76,403AppliedToCurrentYearAmt
Remaining Distri From Corpus$611,402RemainingDistriFromCorpusAmt
Total Corpus$4,423,493TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$657,134ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,766,359ExcessDistriCyovToNextYrAmt
Excess From Year4$639,535ExcessFromYear4Amt
Excess From Year3$774,901ExcessFromYear3Amt
Excess From Year2$803,051ExcessFromYear2Amt
Excess From Year1$937,470ExcessFromYear1Amt
Excess From Current Year$611,402ExcessFromCurrentYearAmt
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 6BusinessNameLine1Txt

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$687,805Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$687,805TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 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 Pittsburgh youth.$15,000
CCAC - Workforce Development Facility
808 Ridge Avenue 102PittsburghPA15212NONEBuild a workforce facility at the Allegheny County Campus.$40,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$55,000TotalGrantOrContriApprvFutAmt

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

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,983ExclusionAmt
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 Incm Part VIIOtherInvestmentIncmPartVIIGrp
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$1,983ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,983TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Federated Hermes Inc
11001 Liberty AvenuePittsburghPA15222$500,000Yes (X)
Federated Hermes Inc
21001 Liberty AvenuePittsburghPA15222$750,000Yes (X)

Depreciation Schedule DepreciationSchedule

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescACCRUED TAXESDesc
BOY Book Value$2,668BOYBookValueAmt
EOY Book Value$2,640EOYBookValueAmt
EOYFMV$2,640EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$28Amt