2025-08-08T07:32:57-05:00 2024-09-30 251408703 SCHNEIDER DOWNS & CO INC ONE PPG PLACE SUITE 1700 PITTSBURGH PA 15222 990 2023-10-01 251708231 MARIO LEMIEUX FOUNDATION MARI 4122611842 2605 NICHOLSON ROAD 3266 SEWICKLEY PA 15143 NANCY G ANGUS PRESIDENT 4122611842 2025-07-31 1 0 SARAH R PIOT P01358891 4122613644 2023 2025-03-06 01:10:19Z X NANCY G ANGUS 2605 NICHOLSON ROAD 3266 SEWICKLEY PA 15143 9516400 0 X WWW.MARIOLEMIEUX.ORG X 1993 PA TO FUND CANCER RESEARCH AND PATIENT CARE PROJECTS AND ESTABLISH PLAYROOMS IN HOSPITALS 8 8 6 100 0 0 2930415 2930401 0 0 -203253 1690879 924136 709457 3651298 5330737 596129 2874997 0 0 557438 599446 0 0 276934 554879 641610 1708446 4116053 1942852 1214684 14354115 18625342 6517988 7561268 7836127 11064074 X TO FUND PROMISING PATIENT CARE AND MEDICAL RESEARCH INITIATIVES IN THE AREAS OF HODGKIN'S DISEASE, PEDIATRIC ONCOLOGY, CARDIOVASCULAR MEDICINE, AS WELL AS SUPPORT THE DEVELOPMENT AND IMPLEMENTATION OF HOSPITAL PLAYROOMS. 0 0 2277948 2277948 IN SEPTEMBER 2019, THE MARIO LEMIEUX FOUNDATION MADE A $1M GIFT, WITH MATCHING FUNDS FROM HIGHMARK HEALTH, TO ESTABLISH THE MARIO LEMIEUX RESEARCH AND INNOVATION FUND AT ALLEGHENY HEALTH NETWORK'S CARDIOVASVULAR INSTITUTE'S DIVISION OF CARDIAC ELECTROPHYSIOLOGY. THIS $2M INVESTMENT SUPPORTS MEDICAL RESEARCH AND THE DEVELOPMENT OF INNOVATIVE THERAPIES AND TECHNOLOGIES FOR HEART RHYTHM DISORDERS. IN MAY 2024, THE FOUNDATION MADE A $5M GIFT TO ESTABLISH THE MARIO LEMEIUX CENTER FOR HEART RHYTHM CARE AT AHN CARDIOVASCULAR INSTITUTE. THIS GIFT WAS MATCHED WITH A $5M COMMITTMENT FROM HIGHMARK. 828765 340206 MS. LEMIEUX EXPANDED THE FOUNDATION'S SCOPE IN 2000 WHEN SHE CREATED AUSTIN'S PLAYROOMS FOLLOWING A PERSONAL EXPERIENCE WHILE CARING FOR HER PREMATURE INFANT SON AT MAGEE-WOMEN'S HOSPITAL. AS SHE AND MR. LEMIEUX WERE TENDING TO THEIR SON, THERE WAS NO PLACE TO PROVIDE A COMFORTABLE CALMING ENVIRONMENT AND ENGAGE HIS SIBLINGS. IT WAS THEN THAT MS. LEMIEUX DEVISED THIS IDEA TO SOMEDAY RAISE FUNDS FOR PLAYROOMS AT AREA HOSPITALS. SINCE INCEPTION, 44 PLAYROOMS HAVE BEEN ESTABLISHED, WITH SEVERAL MORE PLANNED. IN THIS FISCAL YEAR, ONE PLAYROOM WAS OPENED AT UPMC HARRISBURG. TO DATE, MORE THAN 1.5 MILLION FAMILIES HAVE BENEFITTED FROM AUSTIN'S PLAYROOMS. 154272 154272 THE FOUNDATION ALSO SUPPORTS BLOOD CANCER RESEARCH IN BOTH THE CLINIC AND LAB. IN 2014, THE FOUNDATION ESTABLISHED THE MARIO LEMIEUX LYMPHOMA CENTER FOR CHILDREN AND YOUNG ADULTS AT CHILDREN'S HOSPITAL OF PITTSBURGH OF UPMC. THIS CENTER, THE FIRST OF ITS KIND, TREATS PATIENTS WITH DIFFICULT-TO-TREAT AND RARE CHILDHOOD LYMPHOMAS. THE CENTER HAS INCREASED ACCESS TO CARE AND CUTTING-EDGE TREATMENTS FOR ALL CHILDHOOD LYMPHOMAS, WHILE ALSO BRINGING TOGETHER A CRITICAL VOLUME OF PATIENTS WITH RARE LYMPHOMAS FOR RESEARCH STUDIES TO CREATE A GLOBAL IMPACT ON CARE. **CONTINUED ON SCHEDULE O**THE FOUNDATION ALSO SUPPORTS HODGKIN'S DISEASE RESEARCH AND PATIENT CARE BY PROVIDING FUNDING TO THE MARIO LEMIEUX CENTER FOR BLOOD CANCERS, LOCATED AT THE UPMC HILLMAN CANCER CENTER. IN NOVEMBER 2018, THE MARIO LEMIEUX FOUNDATION PLEDGED ADDITIONAL SUPPORT TO THE UPMC HILLMAN CANCER CENTER WITH A FIVE MILLION DOLLAR GIFT FOR GROUNDBREAKING IMMUNOTHERAPY RESEARCH AND TREATMENT. THE MARIO LEMIEUX IMMUNOTHERAPY CENTER HAS EXPANDED AND ENHANCED INNOVATIVE IMMUNOTHERAPY TREATMENTS FOR PATIENTS WITH CERTAIN TYPES OF SOLID TUMORS THROUGH RESEARCH AND PERSONALIZED PATIENT CARE. IT DELIVERS THE SAME LEVEL OF INNOVATIVE PATIENT CARE FOR SOLID TUMORS AS THE LEMIEUX CENTER FOR BLOOD CANCERS AT UPMC HILLMAN AFFORDS BLOOD CANCER PATIENTS.ON OCTOBER 4, 2022 THE BOARD COMMITTED FIVE MILLION DOLLARS TO UPMC CHILDREN'S HOSPITAL OF PITTSBURGH TO ESTABLISH THE MARIO LEMIEUX INSTITUTE FOR PEDIATRIC CANCER RESEARCH. THE OPENING WAS HELD IN OCTOBER 2023. THE INSTITUTE FOCUSES ON SUPPORTING FUTURE RESEARCH LEADERS WHO WILL HELP GENERATE NEW SCIENTIFIC BREAKTHROUGHS AND CUTTING-EDGE CLINICAL TRIALS IN PEDIATRIC CANCER RESEARCH AND TRANSLATE THAT RESEARCH DIRECTLY TO PATIENTS. 102571 102571 IN AUGUST 2022, THE MARIO LEMIEUX FOUNDATION MADE A FIVE MILLION DOLLAR GIFT TO UPMC CHILDREN'S HOSPITAL OF PITTSBURGH TO ESTABLISH THE MARIO LEMIEUX INSTITUTE FOR PEDIATRIC CANCER RESEARCH. OPENING IN OCTOBER 2023, THE NEW INSTITUTE FOCUSES ON SUPPORTING FUTURE RESEARCH LEADERS WHO WILL HELP GENERATE NEW SCIENTIFIC BREAKTHROUGHS AND CUTTING-EDGE CLINICAL TRIALS IN PEDIATRIC CANCER RESEARCH AND TRANSLATE THAT RESEARCH DIRECTLY TO THE PATIENT. SINCE OPENING, THE INSTITUTE HAS MADE GREAT STRIDES ADVANCING RESEARCH PROGRAMS TO IMPROVE LONG-TERM OUTCOMES FOR CHILDHOOD CANCER PATIENTS. 102571 102571 3363556 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 18 0 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL CA CT CO DC FL IL MD MA MI MN NJ NY OH OK PA VA WV WA X NANCY ANGUS 4122813466 2605 NICHOLSON ROAD SUITE 3266 SEWICKLEY PA 15143 THOMAS GREALISH BOARD PRESIDENT 5.00 X X 0 0 0 NATHALIE LEMIEUX VICE PRESIDENT 1.00 X X 0 0 0 LAUREN LEMIEUX TREASURER 1.00 X X 0 0 0 CHARLES GREENBERG SECRETARY 1.00 X X 0 0 0 MARIO LEMIEUX CHAIRMAN 1.00 X X 0 0 0 ALICIA CAULFIELD BOARD MEMBER 1.00 X 0 0 0 STEVE REICH BOARD MEMBER 1.00 X 0 0 0 ANDREW URBACH BOARD MEMBER 1.00 X 0 0 0 NANCY G ANGUS PRESIDENT 40.00 X 136858 0 17228 ANDREW PARISH EXECUTIVE DIRECTOR 40.00 X 105500 0 24765 242358 0 41993 2 0 1 0 0 31718 826014 2072669 519570 2930401 426988 426988 3515854 2251963 1263891 1263891 1263891 2568799 826014 1933411 635388 635388 74358 289 74069 74069 5330737 0 0 2400336 2874997 2874997 165743 82872 24861 58010 247878 151441 35217 61220 12968 7798 1851 3319 33196 19968 4738 8490 139661 79606 20251 39804 53377 53377 100856 100856 24792 24792 101015 101015 76039 40000 3201 32838 80915 46121 11734 23060 32140 32140 61195 34881 8873 17441 11775 6712 1707 3356 12656 7214 1835 3607 PROGRAM EXPENSES 11946 11946 STATE REGISTRATION 997 997 73907 73907 4116053 3363556 475563 276934 150051 92 1378483 1034236 13885 14722 33796 127586 153802 144064 21513 9738 12668440 17405897 87947 33071 14354115 18625342 184487 126465 5730892 6770565 514537 631121 88072 33117 6517988 7561268 X 7666127 10914074 170000 150000 7836127 11064074 14354115 18625342 1214684 2013263 0 X X 0 1 X 1 0 X 3155868 2988662 2820000 2930415 2930401 14825346 3155868 2988662 2820000 2930415 2930401 14825346 2269192 12556154 176204 175481 241843 255419 426988 1275935 233967 523345 906796 635388 2299496 18400777 173568 0.68240 0.78710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 24792 24792 4091261 4116053 355803 88951 0 0 265863 525273 318024 355803 1464963 2197445 24000 26600 24900 24792 100292 66466 131318 79506 88951 366241 549362 6455025 515250 2013263 57676 8925862 4439104 5465255 1512129 42463 6455025 4426457 855122 -805440 37035 4439104 5082151 744613 1370022 30285 4426457 4503086 250017 355854 26806 5082151 1.00000 0.00000 0.00000 0 0 31740 30698 1042 79361 74716 4645 42701 38650 4051 9738 OPERATING LEASE LIABILITY 33117 33117 X 7310548 2013263 67274 289 2080826 5229722 101015 101015 5330737 4082601 67274 289 67563 4015038 101015 101015 4116053 PART V, LINE 4: THE FOUNDATION'S NET ASSETS WITHOUT DONOR RESTRICTIONS INCLUDE A BOARD-DESIGNATED INVESTMENT FUND ESTABLISHED PRIMARILY FOR SUPPORT OF THE FOUNDATION'S MISSION. AS PERMITTED BY GAAP, AMOUNTS DESIGNATED BY GOVERNING BODIES FOR SPECIFIC PURPOSES MAY BE INCLUDED IN CURRENT FUNDS WITHOUT DONOR RESTRICTIONS, OR THOSE AMOUNTS MAY BE ACCOUNTED FOR IN OTHER FUNDS, SUCH AS ENDOWMENT FUNDS. THESE DESIGNATED FUNDS ARE KNOWN AS QUASI ENDOWMENTS WHEN ACCOUNTED FOR AS PART OF ENDOWMENT FUNDS AND ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE USE OF BOARD-DESIGNATED FUNDS TOWARD THE PAYMENT OF GRANT AWARDS IS PERMISSIBLE IN THE EVENT OF A FINANCIAL NEED. NO DONOR-IMPOSED RESTRICTION EXISTS FOR THE PORTION OF THE NET ASSETS DESIGNATED BY THE BOARD. THE BOARD FOLLOWS ITS INVESTMENT POLICY, WHICH GOVERNS ITS ENDOWMENT FUND. THE FOUNDATION FOLLOWS A TOTAL RETURN POLICY; HOWEVER, THE LONG-TERM PRESERVATION OF THE REAL VALUE OF THE ASSETS IS TAKEN INTO CONSIDERATION WHEN THE BOARD ELECTS A SPENDING AMOUNT. ON AN ANNUAL BASIS, THE FOUNDATION ELECTS A SPENDING RATE AS APPROVED BY THE BOARD. THE FOUNDATION HAS ADOPTED A WRITTEN INVESTMENT POLICY, OF WHICH A SECTION SPECIFICALLY RELATES TO ITS ENDOWMENT FUND. THE FOUNDATION CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO SET A SPENDING RATE: 1. PROTECTING THE CORPUS OF THE ENDOWMENT FUND 2. PRESERVING THE SPENDING POWER OF THE ASSETS 3. OBTAINING MAXIMUM INVESTMENT RETURN WITH REASONABLE RISK AND OPERATIONAL CONSIDERATION 4. COMPLYING WITH APPLICABLE LAWS PART X, LINE 2: THE FOUNDATION IS ORGANIZED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND, AS SUCH, IS EXEMPT FROM INCOME TAXES. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION UNDER SECTION 509 OF THE IRC. THE FOUNDATION FOLLOWS THE GUIDANCE FOR UNCERTAINTY IN INCOME TAXES, WHICH PROVIDES CRITERIA FOR THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THIS GUIDANCE REQUIRES THAT AN UNCERTAIN TAX POSITION SHOULD BE RECOGNIZED ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE POSITION IS SUSTAINABLE BASED UPON ITS TECHNICAL MERITS. RECOGNIZABLE TAX POSITIONS ARE THEN MEASURED TO DETERMINE THE AMOUNT OF BENEFIT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE FOUNDATION FILES U.S. FEDERAL, STATE AND LOCAL INFORMATION RETURNS AND NO RETURNS ARE CURRENTLY UNDER EXAMINATION. THE STATUTE OF LIMITATIONS ON THE FOUNDATION'S U.S. FEDERAL TAX RETURNS REMAINS OPEN FOR THE YEAR ENDED SEPTEMBER 30, 2021, THROUGH THE PRESENT. THE FOUNDATION CONTINUES TO EVALUATE ITS TAX POSITIONS PURSUANT TO THE PRINCIPLES OF SUCH GUIDANCE AND HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD: 289. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD: 289. CHARITY BAGS 1537791 36244 1501547 801340 CAMP 24 1091943 680500 411443 22440 46789 79343 106000 461177 4 765079 109270 655809 950 15925 58951 12946 6248 321302 3394813 826014 2568799 950 38365 105740 92289 112248 1583819 1933411 635388 1 HIGHMARK HEALTH 120 FIFTH AVENUE PITTSBURGH PA 15222 821406555 501(C)(3) 2277948 0 N/A N/A CARDIAC ELECTROPHYSIOLOGY PROGRAM UPMC PINNACLE PO BOX 8700 PITTSBURGH PA 17105 251778658 501(C)(3) 152875 0 N/A N/A PLAYROOM EXPENSES CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION 4401 PENN AVENUE PITTSBURGH PA 15224 251865744 501(C)(3) 102571 0 N/A N/A PEDIATRIC CANCER RESEARCH THE CHILDREN'S HOME OF PITTSBURGH 5324 PENN AVENUE PITTSBURGH PA 15224 250965292 501(C)(3) 75000 0 N/A N/A GENERAL SUPPORT UPMC HILLMAN CANCER CENTER 5115 CENTRE AVENUE PITTSBURGH PA 15232 113708851 501(C)(3) 73272 0 N/A N/A GENERAL SUPPORT CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION 4401 PENN AVENUE PITTSBURGH PA 15224 251865744 501(C)(3) 45562 0 N/A N/A PLAYROOM EXPENSES PITTSBURGH PENGUINS FOUNDATION ONE CHATHAM CENTER SUITE 300 PITTSBURGH PA 15219 273431123 501(C)(3) 33500 0 N/A N/A GENERAL SUPPORT CANCER BRIDGES 2816 SMALLMAN STREET PITTSBURGH PA 15222 251845284 501(C)(3) 32629 0 N/A N/A PLAYROOM EXPENSES VALLEY MEDICAL FACILITIES INC 720 BLACKBURN ROAD SEWICKLEY PA 15143 251801532 501(C)(3) 19780 0 N/A N/A PLAYROOM EXPENSES UPMC PASSAVANT 1 ST FRANCIS WAY CRANBERRY PA 16066 250965451 501(C)(3) 14658 0 N/A N/A PLAYROOM EXPENSES CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION 4401 PENN AVENUE PITTSBURGH PA 15224 251865744 501(C)(3) 12000 0 N/A N/A GENERAL SUPPORT BUTLER HEALTH SYSTEM ONE HOSPITAL WAY BUTLER PA 16001 251441855 501(C)(3) 11143 0 N/A N/A PLAYROOM EXPENSES THE CHILDREN'S HOME OF PITTSBURGH AND LEMIEUX FAMILY CENTER 5324 PENN AVENUE PITTSBURGH PA 15224 250965292 501(C)(3) 10000 0 N/A N/A GENERAL SUPPORT HERITAGE VALLEY HEALTH SYSTEM INC 1000 DUTCH RIDGE ROAD BEAVER PA 15009 251441518 501(C)(3) 8997 0 N/A N/A PLAYROOM EXPENSES HIGHMARK HEALTH 4 ALLGEHENY SQUARE E 8TH FLOOR PITTSBURGH PA 15212 453674924 501(C)(3) 7796 0 N/A N/A PLAYROOM EXPENSES CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION 4401 PENN AVENUE PITTSBURGH PA 15224 251865744 501(C)(3) 6600 0 N/A N/A RADIOTHON STANLEY M MARKS BLOOD CANCER RESEARCH FUND 5150 CENTRE AVENUE PITTSBURGH PA 15232 823369773 501(C)(3) 6000 0 N/A N/A GENERAL SUPORT 15 0 PART I, LINE 2: THE MARIO LEMIEUX FOUNDATION WORKS VERY CLOSELY WITH AREA HOSPITALS TO DESIGN, FUND AND CONSTRUCT CHILDREN'S PLAYROOMS. THE FOUNDATION OVERSEES ALL ASPECTS OF THE CONSTRUCTION TO ENSURE THAT THE PLAYROOMS MEET THE NEEDS OF CHILDREN WHOSE SIBLINGS REQUIRE HOSPITAL SERVICES. THE FOUNDATION MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT CONTRIBUTED TOWARDS CONSTRUCTION AND BUILD OUT. CURRENTLY, THE FOUNDATION HAS FOCUSED ITS EFFORTS ON TAX-EXEMPT HOSPITALS. IN ADDITION, THE FOUNDATION GIVES GRANTS TO LOCAL NOT-FOR-PROFITS TO FURTHER THEIR EFFORTS TO PROMOTE COMMUNITY HEALTH AND RESEARCH. X X X X X 0 0 0 0 0 0 0 1 0 NANCY G ANGUS PRESIDENT 129746 0 5000 0 2112 0 5470 0 11758 0 154086 0 0 0 PART I, LINE 7 THE PRESIDENT AND EXECUTIVE DIRECTOR WERE BOTH AWARDED A BONUS PAYMENT IN FISCAL YEAR 2024. X 1 519570 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER SHOWN IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS MARIO LEMIEUX FOUNDATION RECEIVED FOR EACH TYPE OF PROPERTY FOR THE YEAR ENDED SEPTEMBER 30, 2024. PART I, LINE 32B: THE NUMBER SHOWN IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS MARIO LEMIEUX FOUNDATION RECEIVED FOR EACH TYPE OF PROPERTY FOR THE YEAR ENDED SPETEMBER 30, 2024. FORM 990, PART VI, SECTION A, LINE 2 FAMILY RELATIONSHIP: MARIO LEMIEUX, NATHALIE LEMIEUX AND LAUREN LEMIEUX. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE EXECUTIVE DIRECTOR AND THE FOUNDATION PRESIDENT BEFORE FILING. A COMPLETE COPY OF THE RETURN WAS DISTRIBUTED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST STATEMENTS ANNUALLY. CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY THE EXECUTIVE DIRECTOR. IF IT IS DETERMINED THE ANY MEMBER OR OFFICER IS IN A POSITION OF CONFLICT OF INTEREST, THAT PERSON SHALL NOT PARTICIPATE IN DECISIONS PERTAINING TO THAT MATTER. FORM 990, PART VI, SECTION B, LINE 15A A COMPENSATION REPORT WAS PROVIDED TO THE FOUNDATION BOARD PRESIDENT. THE REPORT INCLUDED COMPENSATION COMPARISONS GATHERED FROM THE GUIDESTAR NONPROFIT COMPENSATION REPORT. THE PRESIDENT DISCUSSES THE CURRENT COMPENSATION PACKAGE WITH THE CHAIRMAN AND APPROVES THE ANNUAL PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, QUESTION 2, FINANCIAL STATEMENTS AND REPORTING: MARIO LEMIEUX FOUNDATION'S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM. IN ADDITION, THE FOUNDATION HAS A BOARD THAT ASSUMES THE RESPONSIBILTY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND ITS SELECTION OF THE INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.