2025-06-16T15:33:10-05:00 2024-07-31 251031723 H2R CPA 875 GREENTREE RD BLDG 7 STE 1000 PITTSBURGH PA 15220 990PF 2023-08-01 256028639 WI PATTERSON CHARITABLE FUND WIPA 4129809700 354 HUNT ROAD PITTSBURGH PA 15238 TODD JORDAN TRUSTEE 4129809700 2025-06-16 1 1 PAUL K RUDOY P00949153 4123912920 2025-06-16 2023 2025-03-06 01:10:19Z X 6411601 X X 410 410 138538 138538 138538 575698 3712967 575698 714646 714646 138538 48131 14439 0 33692 6600 4950 0 1650 30611 22958 0 7653 251 251 0 0 716 716 0 0 86309 43314 0 42995 309500 309500 395809 43314 0 352495 318837 671332 138538 24554 234289 234289 5169979 5274081 6177312 5194533 5508370 6411601 0 0 X 5194533 5508370 0 0 0 0 5194533 5508370 5194533 5508370 5194533 318837 0 5513370 5000 5508370 DFS FIVE YEAR GLOBAL P 2019-06-04 2023-12-21 190184 204470 -14286 -14286 AMERICAN FUNDS FUNDAMENTAL P 2019-06-04 2023-12-21 850667 692276 158391 158391 DFA US HI REAL P 2019-06-04 2023-12-21 1305888 959585 346303 346303 DFA INT HI P 2019-06-04 2023-12-21 1087588 995673 91915 91915 NET LEASE OFFICE P 2023-11-02 2024-06-24 1964 872 1092 1092 WP CAREY INC P 2022-11-08 2024-06-24 68294 94230 -25936 -25936 BROOKFIELD INFRASTRUCTURE P 2022-11-08 2024-06-24 74592 94998 -20406 -20406 EXTRA SPACE STORAGE P 2022-11-08 2024-06-24 98127 95165 2962 2962 CAPITAL GAINS DIVIDENDS P 35663 35663 35663 575698 1092 9332 0 9332 0 9332 1901 0 0 0 1901 0 7431 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 0 N/A HAROLD BALK 4129809700 354 HUNT RD PITTSBURGH PA 15238 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NANCY L RACKOFF 600 GRANT STREET 44TH FLOOR PITTSBURGH PA 15219 TRUSTEE 2.00 16043 0 0 TODD T JORDAN 420 FORT DUQUESNE BLVD PITTSBURGH PA 15222 TRUSTEE 2.00 16044 0 0 HAROLD BALK 625 LIBERTY AVE PITTSBURGH PA 15222 TRUSTEE 1.00 16044 0 0 NONE 0 NONE 0 0 5710791 335433 0 6046224 0 0 6046224 90693 5955531 297777 297777 9332 9332 288445 0 288445 0 288445 352495 0 352495 288445 0 0 65749 69123 43524 37003 71030 286429 352495 0 0 0 288445 64050 0 0 350479 0 0 0 0 0 0 65749 284730 69123 43524 37003 71030 64050 HAROLD BALK 354 HUNT ROAD PITTSBURGH PA 15238 4129809700 WPATTERSONFUND@GMAIL.COM LETTER FORM OUTLINING PROPOSED USE OF GRANT PROCEEDS; STATE WHETHER APPLICANT IS ORGANIZED AS A NON-PROFIT ORGANIZATION UNDER GOVERNING STATE LAWS; ENCLOSE COPY OF IRS DETERMINATION LETTER. TRUSTEES REVIEW APPLICATIONS QUARTERLY FOR CONSIDERATION WITHIN THE FUND'S FISCAL YEAR. GRANTS ARE LIMITED TO ALLEGHENY COUNTY, PENNSYLVANIA CHARITIES PITTSBURGH GIRLS CHOIR VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 700 NATIONAL COUNCIL OF JEWISH WOMEN VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 1000 POWER (PENNSYLVANIA ORGANIZATION FOR WOMEN IN EARLY RECOVERY) VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 1000 GREATER PITTSBURGH AREA PROJECT LINUS CHAPTER VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 1000 AFRO-AMERICAN MUSIC INSTITUTE (AAMI) VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 1000 BLIND & VISION REHABILITATION VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 1000 RYAN SHAZIER FUND FOR SPINAL REHABILITATION VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 1000 CONTEMPORARY CRAFT VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 1000 NEIGHBORS FOR NEIGHBORS VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 1000 HOMELESS CHILDREN'S EDUCATIONAL FUND VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 2000 DRESS FOR SUCCESS PITTSBURGH VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 2000 REFUGE FOR WOMEN VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 2000 UPSTREAM PITTSBURGH VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 2000 PITTSBURGH PARKS CONSERVANCY VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 2500 RONALD MCDONALD HOUSE VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 2500 ANCHORPOINT COUNSELING MINISTRY VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 2500 FREINDSHIP CIRCLE OF PITTSBURGH VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 2500 VETERAN'S BREAKFAST VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 3000 UPMC CHILDRENS HOSPITAL FOUNDATION VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 3000 NEW HAZLETT CENTER PERFORMING ARTS VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 3000 FRIENDS OF THE FISHER HOUSE VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 3000 ANGELS PLACE VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 3000 HOSANA HOUSE VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 3000 CASA OF ALLEGHENY COUNTY VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 3000 OPEN FIELD VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 3500 TICKETS FOR KIDS VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 3500 GIRLS SCOUTS OF AMERICA VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 4000 JUNIOR ACHIEVEMENT OF SOUTH WESTERN PENNSYLVANIA VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 4000 STRONG WOMEN STRONG GIRLS PGH VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH - GENERAL OPERATING 4000 JEWISH FAMILY & COMMUNITY SERVICES OF PITTSBURGH VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 4500 VETERAN'S PLACE VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 5000 NEIGHBORHOOD ACADEMY VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 5000 PITTSBURGH BALLET THEATRE VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 5000 JCC OF GREATER PITTSBURGH VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 5000 PITTSBURGH ZOO AND PPG AQUARIUM VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 5000 WOMEN'S CENTER & SHELTER VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 5000 412 FOOD RESCUE VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 5000 SERENITY LIVING VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 5000 CARNEGIE MUSUEM OF PITTSBURGH VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 5000 CHILDREN'S HOME & LEMIEUX FAMILY CENTER VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 5000 EAST END COOPERATIVE VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 5000 PITTSBURGH CLO VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 5000 HELLO NEIGHBOR VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 5000 READING IS FUNDAMENTAL VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 5000 RIVERLIFE VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 5000 PITTSBURGH CULTURAL TRUST VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 5000 FAITH UNITED METHODIST CHURCH VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 6000 JUBILEE ASSOCIATION VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 10000 THE SALVATION ARMY OF WESTERN PENNSYLVANIA VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 10000 GREATER PITTSBURGH FOOD BANK VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 10000 PITTSBURGH SYMPHONY ORCHESTRA VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 10000 SECOND AVENUES COMMON VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 10000 CITY THEATRE VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 15000 CHILDREN'S MUSEUM OF PITTSBURGH VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 25000 CARNEGIE LIBRARY OF PITTSBURGH VARIOUS VARIOUS PA 15219 NONE PUBLIC CASH-GENERAL OPERATING 62300 309500 0 14 410 14 138538 14 575698 0 714646 0 714646 3 SOLE CHARITABLE ACTIVITY IS GRANTMAKING. THE FUND DISTRIBUTES A 4 FIXED PERCENTAGE OF FMV TO CHARITABLE ORGANIZATIONS IN COMPLIANCE 8 WITH FEDERAL AND STATE LAWS. DIVIDENDS, INTEREST AND CAPITAL GAINS ENHANCE THE VALUE OF THE FUND. 7 FUNDS REPRESENT EXCISE TAX PAYMENT REFUNDS 0 0 0 0 0 0 0 0 0 0 TAX PREP FEES 6600 4950 0 1650 TD AMERITRADE SECURITIES 5274081 6177312 GRANTS PAID IN CY - CAPTURED ON PY 990-PF 5000 OTHER EXPENSES 716 716 0 0 MANAGEMENT FEES 30611 22958 0 7653 FOREIGN TAXES 251 251 0 0