STRATEGY STUDIO / PUBLIC DATA EXPLORER

FEDERATED INVESTORS FOUNDATION INCORPORATED: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
FEDERATED INVESTORS FOUNDATION INCORPORATED (EIN 23-2913182)
Tax period
2023-05-01 to 2024-04-30
Filed
2025-02-20
IRS object ID
202520519349100307
Schema version
2023v6.0
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)
Return2025-02-20T10:06:01-06:00ReturnTs
Tax Period End2024-04-30TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2023-05-01TaxPeriodBeginDt

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% DONALD J FUCHSInCareOfNm
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
Signature2025-02-19SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$911,926FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$789,087ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$43,658DividendsRevAndExpnssAmt
Dividends Net Invst Incm$43,658DividendsNetInvstIncmAmt
Total Rev And Expnss$832,745TotalRevAndExpnssAmt
Total Net Invst Incm$43,658TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$607TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$15OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$622TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$685,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$685,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$686,522TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$685,900TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$146,223ExcessRevenueOverExpensesAmt
Net Investment Income$43,658NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,697CashBOYAmt
Cash EOY$7,194CashEOYAmt
Cash EOYFMV$7,194CashEOYFMVAmt
Sav And Temp Cash Invst BOY$754,194SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$904,732SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$904,732SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$2,205OtherAssetsBOYAmt
Total Assets BOY$765,096TotalAssetsBOYAmt
Total Assets EOY$911,926TotalAssetsEOYAmt
Total Assets EOYFMV$911,926TotalAssetsEOYFMVAmt
Accounts Payable EOY$607AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$607TotalLiabilitiesEOYAmt
Retained Earning BOY$765,096RetainedEarningBOYAmt
Retained Earning EOY$911,319RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$765,096TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$911,319TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$765,096TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$911,319TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$765,096TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$146,223ExcessRevenueOverExpensesAmt
Subtotal$911,319SubtotalAmt
Tot Net Ast Or Fund Balances EOY$911,319TotNetAstOrFundBalancesEOYAmt
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$607InvestmentIncomeExciseTaxAmt
Subtotal$607SubtotalAmt
Tax Based On Investment Income$607TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Es Penalty$26EsPenaltyAmt
Overpayment$1,367OverpaymentAmt
Applied To ES Tax$1,367AppliedToESTaxAmt

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 Line1DONALD J FUCHSBusinessNameLine1Txt
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 $685,900 IN DONATIONS DURING THE YEAR.Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$835,498AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$835,498TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$835,498AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,532CashDeemedCharitableAmt
Net Vl Noncharitable Assets$822,966NetVlNoncharitableAssetsAmt
Minimum Investment Return$41,148MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$41,148MinimumInvestmentReturnAmt
Tax Based On Investment Income$607TaxBasedOnInvestmentIncomeAmt
Total Tax$607TotalTaxAmt
Distributable Before Adj$40,541DistributableBeforeAdjAmt
Distributable Before Ded$40,541DistributableBeforeDedAmt
Distributable As Adjusted$40,541DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$685,900ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$685,900QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$40,541DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$803,051ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$937,470ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$611,402ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$690,280ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$687,314ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,729,517TotalExcessDistributionCyovAmt
Qualifying Distributions$685,900QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$40,541AppliedToCurrentYearAmt
Remaining Distri From Corpus$645,359RemainingDistriFromCorpusAmt
Total Corpus$4,374,876TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$803,051ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,571,825ExcessDistriCyovToNextYrAmt
Excess From Year4$937,470ExcessFromYear4Amt
Excess From Year3$611,402ExcessFromYear3Amt
Excess From Year2$690,280ExcessFromYear2Amt
Excess From Year1$687,314ExcessFromYear1Amt
Excess From Current Year$645,359ExcessFromCurrentYearAmt
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$685,900Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$685,900TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Allegheny Conference on Community DevelopmentBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line111 Stanwix StreetAddressLine1Txt
CityPittsburghCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Grant Or Contribution PurposeStimulate economic growth and improve the quality of life in Pittsburgh.GrantOrContributionPurposeTxt
Amt$326,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$326,000TotalGrantOrContriApprvFutAmt

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$43,658ExclusionAmt
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$43,658ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$43,658TotalIncomeProducingActyAmt

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$789,087TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS CHARGESDesc
Revenue And Expenses Per Books$15RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$607Amt