Civic Intelligence

Raymond & Laura Fallona Charitable Foundation

990PF • Fiscal year 2018 • EIN 04-6580695

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 22, 2019

Organization Profile
PO Box 185Pittsburgh, PA 15230-0185

(617) 722-3978

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$4,716,710

Flat from 2018

Net Assets

Flat

$4,716,710

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$461,678

Flat from 2018

Expenses

Flat

$435,029

Flat from 2018

Net Income

Flat

$26,649

Flat from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $4,512,292Liabilities 2011: $02011Assets 2012: $4,313,828Liabilities 2012: $02012Assets 2013: $4,669,400Liabilities 2013: $02013Assets 2014: $4,702,058Liabilities 2014: $02014Assets 2015: $4,655,772Liabilities 2015: $02015Assets 2018: $4,716,710Liabilities 2018: $0Net Assets 2018: $4,716,7102018Assets 2018: $4,716,710Liabilities 2018: $0Net Assets 2018: $4,716,7102018Assets 2019: $4,654,994Liabilities 2019: $0Net Assets 2019: $4,654,9942019Assets 2020: $4,535,986Liabilities 2020: $0Net Assets 2020: $4,535,9862020Assets 2021: $4,968,465Liabilities 2021: $0Net Assets 2021: $4,968,4652021Assets 2022: $4,837,027Liabilities 2022: $0Net Assets 2022: $4,837,0272022Assets 2023: $4,934,017Liabilities 2023: $0Net Assets 2023: $4,934,0172023Assets 2024: $5,303,825Liabilities 2024: $0Net Assets 2024: $5,303,8252024

Highlighted filing

2018

Assets$4,716,710
Liabilities$0
Net Assets$4,716,710
Open 2018 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $260,000Expenses 2011: $271,205Net Income 2011: -$11,2052011Revenue 2012: $69,916Expenses 2012: $268,726Net Income 2012: -$198,8102012Revenue 2013: $498,599Expenses 2013: $148,024Net Income 2013: $350,5752013Revenue 2014: $511,043Expenses 2014: $479,555Net Income 2014: $31,4882014Revenue 2015: $279,846Expenses 2015: $323,687Net Income 2015: -$43,8412015Revenue 2018: $461,678Expenses 2018: $435,029Net Income 2018: $26,6492018Revenue 2018: $461,678Expenses 2018: $435,029Net Income 2018: $26,6492018Revenue 2019: $257,390Expenses 2019: $318,594Net Income 2019: -$61,2042019Revenue 2020: $240,461Expenses 2020: $358,922Net Income 2020: -$118,4612020Revenue 2021: $834,711Expenses 2021: $401,936Net Income 2021: $432,7752021Revenue 2022: $312,916Expenses 2022: $445,017Net Income 2022: -$132,1012022Revenue 2023: $435,959Expenses 2023: $337,979Net Income 2023: $97,9802023Revenue 2024: $744,697Expenses 2024: $380,404Net Income 2024: $364,2932024

Highlighted filing

2018

Revenue$461,678
Expenses$435,029
Net Income$26,649
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 22, 2019
Return Version
2018v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$55,840-$55,840
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantDISCALCED CARMELITE FATHERSGENERAL OPERATING PURPOSESPCBRIGHTON, MA, US$110,087
Paid GrantCOVENANT HEALTH SYSTEMSGENERAL OPERATING PURPOSESPCTEWKSBURY, MA, US$73,391
Paid GrantCATHOLIC ARCHDIOCESE OFGENERAL OPERATING PURPOSESPCBRAINTREE, MA, US$73,391
Paid GrantST PATRICK'S MANORGENERAL OPERATING PURPOSESPCFRAMINGHAM, MA, US$36,696
Paid GrantCATH CHARIT BUR ARCHDIOCESE OFGENREAL OPERATING PURPOSESPCBOSTON, MA, US$36,695
Paid GrantFRANCISCAN ORDER OF ST CLAREGENERAL OPERATING PURPOSESPCJAMAICA PLAIN, MA, US$36,695
Filing and Contact Details

Filer

Filer Name
Fallona Raymond and Laura Charitable
EIN
04-6580695
Phone
6177223978
Address
PO BOX 185, PITTSBURGH, PA 15230-0185

Signing Officer

Name
Michael Stagis
Title
Vice President
Phone
6177223978
Signed
2019-04-22
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Shawn P Hanlon
Phone
4123556000
Raw XML AppendixShowing 400 of 2,717 raw XML fields

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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0Hours Per Week Devoted To Position
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0Attachment to Form 990PF Part VIII, Column (b) Title and Average
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0The compensation reported in column (b) paid to BNY Mellon, N.A. as Corporate Trustee is calculated based on market value and current fee schedule. It is not determined on an hourly basis. Corporate Trustee services include administrativeresponsibilities, grant requirements, recordkeeping, investment management, income collection, statement and accounting services, and regulatory reporting.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt609634
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6160079
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6219728
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt63197997
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6429322
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6525473
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7217029
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7327576
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt74751499
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7552922
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7661189
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8068871
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8184416
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt82135370
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt839876
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8417994
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8513026
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8614808
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt875048
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8836967
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8941745
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9026073
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt916217
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt92201713
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9313358
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9411096
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9533909
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9614237
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9713320
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd67AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd68AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd69AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd70AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd71AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd72AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd73AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd74AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd75AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd76AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd77AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd78AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd79AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd80AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd81AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd82AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd83AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd84AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd85AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd86AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd87AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd88AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd89AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd90AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd91AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd92AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd93AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd94AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd95AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd96AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd97AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0120100
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0341578
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0461678

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,716,710
Liabilities
$0
Net assets
$4,716,710
Revenue
$461,678
Expenses
$435,029
Net income
$26,649
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.74$0.38$0.36
2023Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.44$0.34$0.10
2022Detailed filing. Detailed filing data is available for this year.$4.84$0.00$4.84$0.31$0.45$0.13
2021Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.83$0.40$0.43
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.54$0.00$4.54$0.24$0.36$0.12
2019Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.26$0.32$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.46$0.44$0.03
2018Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.46$0.44$0.03
2015Summary only. Only limited summary data is available for this year.$4.66$0.00$0.28$0.32$0.04
2014Summary only. Only limited summary data is available for this year.$4.70$0.00$0.51$0.48$0.03
2013Summary only. Only limited summary data is available for this year.$4.67$0.00$0.50$0.15$0.35
2012Summary only. Only limited summary data is available for this year.$4.31$0.00$0.07$0.27$0.20
2011Summary only. Only limited summary data is available for this year.$4.51$0.00$0.26$0.27$0.01