Civic Intelligence

Marie Elise Fund

990 • Fiscal year 2023 • EIN 47-0986479

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 15, 2023

Organization ProfileN/A
444 LIBERTY AVENUE Suite 2100Pittsburgh, PA 15222

(412) 918-1100

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

31st percentile

-4.1%

Higher net margin than 31% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

35th percentile

-0.3%

Faster asset growth than 35% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-41%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$4,718,527

Down $14,803 (-0.3%) from 2022

Net Assets

Down

$4,718,527

Down $14,803 (-0.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin31st percentile

Revenue

Down

$186,063

Down $130,511 (-41%) from 2022

Expenses

Down

$193,600

Down $11,152 (-5.4%) from 2022

Net Income

Down

-$7,537

Down $119,359 (-107%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$6.0M$4.0M$2.0M$0Assets 2014: $1Liabilities 2014: $02014Assets 2015: $738,094Liabilities 2015: $1Net Assets 2015: $738,0942015Assets 2016: $337,639Liabilities 2016: $0Net Assets 2016: $337,6392016Assets 2022: $4,733,330Liabilities 2022: $0Net Assets 2022: $4,733,3302022Assets 2023: $4,718,527Liabilities 2023: $0Net Assets 2023: $4,718,5272023Assets 2024: $4,862,851Liabilities 2024: $0Net Assets 2024: $4,862,8512024

Highlighted filing

2023

Assets$4,718,527
Liabilities$0
Net Assets$4,718,527
Open 2023 Filing

Operations Trend

Revenue Growth8th percentile

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

$1.0M$500K$0-$500KRevenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $992,584Expenses 2015: $255,067Net Income 2015: $737,5172015Revenue 2016: -$14,845Expenses 2016: $389,089Net Income 2016: -$403,9342016Revenue 2022: $316,574Expenses 2022: $204,752Net Income 2022: $111,8222022Revenue 2023: $186,063Expenses 2023: $193,600Net Income 2023: -$7,5372023Revenue 2024: $346,919Expenses 2024: $200,426Net Income 2024: $146,4932024

Highlighted filing

2023

Revenue$186,063
Expenses$193,600
Net Income-$7,537
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$1,197,982
Mission and Program Overview

Mission

To carry out the purpose of the historical society of western pennsylvania with a non-binding focus to support the maintenance and preservation of historic residential structures and grounds owned by the historical society of western pennsylvania (dba senator john heinz history center)in their historic and period accurate state.

To carry out the purpose of the historical society of western pennsylvania with a non-binding focus to support the maintenance & preservation of historic res. Structures

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$4,324,451$4,318,706▼ $5,745
Cash and Non-Interest-Bearing Accounts$299,725$298,291▼ $1,434
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$4,733,330$4,718,527▼ $14,803
Other Assets Total$109,154$101,530▼ $7,624
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,733,330$4,718,527▼ $14,803
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$4,733,330$4,718,527▼ $14,803
Total Liabilities and Net Assets / Fund Balance$4,733,330$4,718,527▼ $14,803

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$160,835--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Verna B CoreyPresident
Mark KraulandSecretary
Larry S BlairTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$186,063
Other Revenue
$0
Change in Net Assets
$-7,537
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$132,356
Other Expenses$61,244
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$132,356--$132,356
Fees for Service Investment Mgmnt Fees-$60,152-$60,152
Other Expenses-$1,092-$1,092
Total Functional Expenses$132,356$61,244$0$193,600
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Historical Society of Western Pa (heinz History C)Pittsburgh, PA-RE TAXES PER SETTLEMENT ($66,178 X 2)$132,356
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Marie Elise Fund
EIN
47-0986479
In Care Of
% NICHOLAS HOLLAND
Phone
4129181100
Address
444 LIBERTY AVENUE Suite 2100, PITTSBURGH, PA 15222

Signing Officer

Name
Larry S Blair
Title
Treasurer
Phone
4123228430
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larry S Blair
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
METZ LEWIS BRODMAN MUST O'KEEFE LLC
Address
444 LIBERTY AVE STE 2100, PITTSBURGH, PA 15222
Preparer
Nicholas J Holland
Phone
4129181100
Supplemental Narrative

Additional Explanations

Form 990

“The corporation is operated exclusively for the benefit of,to perform the functions of,and to carry out the purposes of the historical society of western pennsylvania (dba senator john heinz history center) with a non-binding focus of the corporation to support the maintenance and preservation of historic residential structures and grounds owned by the heinz history center in their historic and period accurate state.”

Raw XML AppendixShowing 400 of 482 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO CARRY OUT THE PURPOSE OF THE HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA WITH A NON-BINDING FOCUS TO SUPPORT THE MAINTENANCE & PRESERVATION OF HISTORIC RES. STRUCTURES
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/TotalAmt00
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0NICHOLAS HOLLAND
IRS990/BooksInCareOfDetail/PhoneNum04129181100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0444 LIBERTY AVENUE STE 2100
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURGH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd015222
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0299725
IRS990/CashNonInterestBearingGrp/EOYAmt0298291
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0132356
IRS990/CYInvestmentIncomeAmt0186063
IRS990/CYOtherExpensesAmt061244
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-7537
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0193600
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0186063
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0MARIE ELISE FUND OPERATES EXCLUSIVELY FOR THE BENEFIT OF THE HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA. TO SUPPORT THE MAINTENANCE AND PRESERVATION OF HISTORIC STRUCTURES THE MARIE ELISE FUND PROVIDED FUNDS TO PAY WAGES PAID BY THE HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt060152
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt060152
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.0
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0VERNA B COREY
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK KRAULAND
IRS990/Form990PartVIISectionAGrp/PersonNm2LARRY S BLAIR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt012854
IRS990/GainOrLossGrp/SecuritiesAmt041750
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0132356
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0132356
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt012854
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01053669
IRS990/GrossReceiptsAmt01197982
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0131459
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0131459
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04324451
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04318706
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01011919
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0TO CARRY OUT THE PURPOSE OF THE HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA WITH A NON-BINDING FOCUS TO SUPPORT THE MAINTENANCE AND PRESERVATION OF HISTORIC RESIDENTIAL STRUCTURES ADN GROUNDS OWNED BY THE HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA (DBA SENATOR JOHN HEINZ HISTORY CENTER)IN THEIR HISTORIC AND PERIOD ACCURATE STATE.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt04733330
IRS990/NetAssetsOrFundBalancesEOYAmt04718527
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt054604
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt054604
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04733330
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04718527
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0109154
IRS990/OtherAssetsTotalGrp/EOYAmt0101530
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01092
IRS990/OtherExpensesGrp/TotalAmt01092
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0LARRY S BLAIR
IRS990/PriorPeriodAdjustmentsAmt0-7266
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0MARIE ELISE FUND OPERATES EXCLUSIVELY FOR THE BENEFIT OF THE HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA. TO SUPPORT THE MAINTENANCE AND PRESERVATION OF HISTORIC STRUTURES THE MARIE ELISE FUND PROVIDED FUNDS TO PAY FOR REAL ESTATE TAXES FOR WILPEN HALL.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0132356
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0132356
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0132356
IRS990/PYInvestmentIncomeAmt0316574
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt072396
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0111822
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0204752
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0316574
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-7537
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt00
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt0132356
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt0132356
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt0132356
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt0132356
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0132356
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Directors have all the powers and duties for the conduct of the activities of the Corporation except as otherwise required by these By-Laws or a resolution duly adopted by the Board. The Corporation has entered into an maintenance service's agreement of which THE HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA is a party to cover certain expenses with the Little House Property owned by the Corporation to ensure a close and continuous working relationship. The Corporation also holds regular meetings, with the participation of HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA to ensure a close and continuous working relationship.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SUPPORTED ORGANIZATIONS
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0250965391
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0132356
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0132356
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1157783
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt20
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3441973
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt40
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5710259
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt60
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt71303212
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt80
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt91102908
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt100
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11441736
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt120
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt13160835
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EQUITIES ACC# 19579
IRS990ScheduleD/OtherSecuritiesGrp/Desc1EQUITIES ACC# 95015
IRS990ScheduleD/OtherSecuritiesGrp/Desc2MUTUAL FUNDS/CLOSE END #19579
IRS990ScheduleD/OtherSecuritiesGrp/Desc3MUTUAL FDS #95015 SEE ATTACHED
IRS990ScheduleD/OtherSecuritiesGrp/Desc4MUTUAL FDS #75014 SEE ATTACHED
IRS990ScheduleD/OtherSecuritiesGrp/Desc5MUTUAL FDS #95015 SEE ATTACHED
IRS990ScheduleD/OtherSecuritiesGrp/Desc6EQUITIES ACC#75013 SEE ATTACHE
IRS990ScheduleD/OtherSecuritiesGrp/Desc7EQUITIES ACC#95013 SEE ATTACHE
IRS990ScheduleD/OtherSecuritiesGrp/Desc8MUTUAL FUNDS/CLOSE END #75013
IRS990ScheduleD/OtherSecuritiesGrp/Desc9MUTUAL FUNDS/CLOSE END #95013
IRS990ScheduleD/OtherSecuritiesGrp/Desc10CORPORATE BONDS ACC# 5014
IRS990ScheduleD/OtherSecuritiesGrp/Desc11CORPORATE BONDS ACC# 95014
IRS990ScheduleD/OtherSecuritiesGrp/Desc12GOVERNM.+AGENCY SEC. ACC#5014
IRS990ScheduleD/OtherSecuritiesGrp/Desc13GOVERNM.+AGENCY SEC. ACC#95014
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd9C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd10C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd11C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd12C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd13C
IRS990ScheduleD/TotalBookValueSecuritiesAmt04318706
IRS990ScheduleI/RecipientTable/CashGrantAmt0132356
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RE TAXES PER SETTLEMENT ($66,178 X 2)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0HISTORICAL SOCIETY OF WESTERN PA (HEINZ HISTORY C)
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01212 SMALLMAN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PITTSBURGH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd015222
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CORPORATION IS OPERATED EXCLUSIVELY FOR THE BENEFIT OF,TO PERFORM THE FUNCTIONS OF,AND TO CARRY OUT THE PURPOSES OF THE HISTORICAL SOCIETY OF WESTERN PENNSYLVANIA (DBA SENATOR JOHN HEINZ HISTORY CENTER) WITH A NON-BINDING FOCUS OF THE CORPORATION TO SUPPORT THE MAINTENANCE AND PRESERVATION OF HISTORIC RESIDENTIAL STRUCTURES AND GROUNDS OWNED BY THE HEINZ HISTORY CENTER IN THEIR HISTORIC AND PERIOD ACCURATE STATE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990
IRS990/SchoolOperatingInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,718,527
Liabilities
$0
Net assets
$4,718,527
Revenue
$186,063
Expenses
$193,600
Net income
-$7,537
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.86$0.00$4.86$0.35$0.20$0.15
2023Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.19$0.19$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.73$0.00$4.73$0.32$0.20$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.34$0.00$0.34$0.01$0.39$0.40
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.99$0.26$0.74
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00