FISA FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FISA FOUNDATION (EIN 25-0965388)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2020-10-23
- IRS object ID
- 202002979349100105
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-23T09:42:15-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251622758 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAHER DUESSEL CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 503 MARTINDALE STREET SUITE 600 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 250965388 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FISA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FISA | BusinessNameControlTxt |
| Phone | 4124565550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 SMITHFIELD STREET NO 710 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTY M TRAUTMANN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4124565550 | PhoneNum |
| Signature | 2020-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE L BRYAN | PreparerPersonNm |
| PTIN | P01306133 | PTIN |
| Phone | 4124715500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.170.230.42 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-23 | IPDt |
| IP Tm | 09:42:11 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 441EDFA894BD2B99629AEF22657B0EACFD98B388 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,166,291 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $12,418 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $773,819 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $773,819 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,713,965 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,227,577 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,713,965 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,500,202 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,487,784 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $158,143 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,977 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $156,166 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $157,255 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,460 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $149,996 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $67,285 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,346 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $65,939 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,064 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $153 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,911 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,353 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,328 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $27,025 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $187,167 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $139,872 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $47,295 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $53,396 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $63,053 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $65,235 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $17,235 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,235 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,140 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,140 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,222 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40,079 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $777,313 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $148,136 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $575,021 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,191,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,405,115 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,968,313 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $148,136 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,980,136 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,531,889 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,339,648 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,356 | CashBOYAmt |
| Cash EOY | $45,239 | CashEOYAmt |
| Cash EOYFMV | $45,239 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $150,416 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $99,741 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $99,741 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,087 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,087 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,087 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,087 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $13,854 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $13,854 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $40,754,458 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $38,998,650 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $38,998,650 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,100 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,100 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $4,774 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,720 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,720 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,916,091 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,166,291 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,166,291 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $28,275 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $22,337 | AccountsPayableEOYAmt |
| Grants Payable BOY | $501,615 | GrantsPayableBOYAmt |
| Grants Payable EOY | $282,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $529,890 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $304,837 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $40,269,152 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $38,748,090 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $117,049 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $113,364 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,386,201 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,861,454 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,916,091 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,166,291 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,386,201 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,531,889 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $43,918,090 | SubtotalAmt |
| Other Decreases | $5,056,636 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,861,454 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAINS DISTRIBUTION | P | $814,734 | $814,734 | $814,734 | |
| PUBLICLY TRADED SECURITIS | P | $34,412,843 | $3,899,231 | $3,899,231 | $30,513,612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,713,965 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,899,135 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $39,892,949 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047606 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,115,345 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $41,055,496 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051524 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,992,868 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $38,838,291 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051312 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,934,859 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $37,298,578 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051875 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,032,378 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $41,224,138 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049301 | DistributionYr5Rt |
| Total Distribution | 0.251618 | TotalDistributionRt |
| Average Distribution | 0.050324 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $37,646,979 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,894,547 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $53,396 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,947,943 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,980,136 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $53,396 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $53,396 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $53,396 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $67,250 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $67,250 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,854 | OverpaymentAmt |
| Applied To ES Tax | $13,854 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.FISAFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | SUSAN M CLARKE | IndividualWithBooksNm |
| Phone | 4124565550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 SMITHFIELD STREET - SUITE 710 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LYNETTE R LEDERMAN | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD PRESIDENT | 5.00 | $0 | $0 | $0 |
| PAULA K DAVIS | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| KATHLEEN MINNOCK | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD TREASURER | 2.00 | $0 | $0 | $0 |
| SUSAN CARDILLO | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD SECRETARY | 2.00 | $0 | $0 | $0 |
| JOSIE BADGER | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| JUDY BARRICELLA | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| MARSHA BLANCO | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| LOUISE R BROWN | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| JANE C BURGER | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| BARBARA R DEWITT | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| HOLLY DICK | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| MELANIE HARRINGTON | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER (UNTIL DEC 2019) | 2.00 | $0 | $0 | $0 |
| MARSHA JONES | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| CHERYL KUBELICK PHD | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| JENNIFER LUNDY-BRIGGS | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| MONICA MENDEZ | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| THENA ROBINSON MOCK | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| SHIRL REGAN | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| KAREN FARMER WHITE | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| KRISTY TRAUTMANN | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | EXECUTIVE DIRECTORS | 40.00 | $158,143 | $22,289 | $4,770 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| RENEE LASIN | ||||||||
| 535 SMITHFIELD STREET - SUITE 710 | PITTSBURGH | PA | 15222 | PROGRAM OFFICER | 40.00 | $90,362 | $9,515 | $4,770 |
| SUSAN CLARKE | ||||||||
| 535 SMITHFIELD STREET - SUITE 710 | PITTSBURGH | PA | 15222 | OFFICE MANAGER | 37.50 | $62,624 | $14,476 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIRTLE CALLAGHAN & CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 BARR HARBOR DRIVE | AddressLine1Txt |
| City | WEST CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORS | ServiceTypeTxt |
| Compensation | $121,771 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE STATEMENT 12 | Description1Txt |
| Expenses1 | $248,535 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $32,962,322 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $117,614 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,140,347 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,220,283 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,220,283 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $573,304 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,646,979 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,882,349 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,882,349 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $53,396 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $53,396 | TotalTaxAmt |
| Distributable Before Adj | $1,828,953 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,828,953 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,828,953 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,980,136 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,980,136 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $53,396 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,926,740 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,828,953 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $838,055 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,980,136 | QualifyingDistributionsAmt |
| Applied To Year1 | $838,055 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,142,081 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $686,872 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KRISTY TRAUTMANN EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 SMITHFIELD STREET SUITE 710 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4124565500 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHMENT | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACHIEVA | ||||||
| 771 BINGHAM ST | PITTSBURGH | PA | 152031007 | PC | SUPPORT FOR THE WESTERN PENNSYLVANIA DISABILITY HISTORY AND ACTION CONSORTIUM | $26,000 |
| ARC HUMAN SERVICES INC | ||||||
| 470 JOHNSON ROAD STE 200 | WASHINGTON | PA | 153018944 | PC | GENERAL OPERATING SUPPORT TO SERVE PEOPLE WITH DISABILITIES DURING THE COVID-19 CRISIS | $10,000 |
| AUTISM CONNECTION OF PA | ||||||
| 35 WILSON STREET SUITE 100 | PITTSBURGH | PA | 152231719 | PC | GENERAL OPERATING SUPPORT TO SERVE INDIVIDUALS WITH AUTISM AND THEIR FAMILIES | $30,000 |
| AUTISM URBAN CONNECTIONS INC | ||||||
| 23 TECUMSEH STREET | PITTSBURGH | PA | 152071681 | PC | OPERATING SUPPORT FOR RESOURCES AND EDUCATION TO BLACK FAMILIES OF CHILDREN WITH AUTISM | $5,000 |
| AUTISM URBAN CONNECTIONS INC | ||||||
| 23 TECUMSEH STREET | PITTSBURGH | PA | 152071681 | PC | OPERATING SUPPORT TO ADDRESS INCREASED EXPENSES ASSOCIATED WITH COVID-19 | $5,000 |
| BETHLEHEM HAVEN | ||||||
| 905 WATSON ST | PITTSBURGH | PA | 152194709 | PC | GENERAL OPERATING SUPPORT FOR SERVICES TO HOMELESS WOMEN | $40,000 |
| BLACKBURN CENTER | ||||||
| PO BOX 398 | GREENSBURG | PA | 156010246 | PC | CONTINUED SUPPORT FOR AN INITIATIVE TO PREVENT DOMESTIC AND SEXUAL VIOLENCE BY ADDRESSING ROOT CAUSES | $60,000 |
| CLASS | ||||||
| 1400 SOUTH BRADDOCK AVENUE | PITTSBURGH | PA | 152181264 | PC | GENERAL OPERATING SUPPORT TO SERVE PEOPLE WITH DISABILITIES DURING THE COVID-19 CRISIS | $10,000 |
| CLASS | ||||||
| 1400 SOUTH BRADDOCK AVENUE | PITTSBURGH | PA | 152181264 | PC | SPONSORSHIP OF THE 2019 COMMUNITY HEROES AWARDS DINNER | $2,500 |
| CONSUMER HEALTH COALITION | ||||||
| 415 E OHIO STREET STE 300 | PITTSBURGH | PA | 152125551 | PC | SUPPORT FOR THE HEALTH COMMITTEE FOR PEOPLE WITH DISABILITIES | $17,500 |
| COURT APPOINTED SPECIAL ADVOCATES OF ALLEGHENY COUNTY | ||||||
| 564 FORBES AVE STE 1302 | PITTSBURGH | PA | 152192910 | PC | TO PROVIDE ADVOCACY FOR CHILDREN WITH DISABILITIES WHO HAVE BEEN ABUSED OR NEGLECTED | $20,000 |
| CRISIS CENTER NORTH INC | ||||||
| PO BOX 101093 | PITTSBURGH | PA | 152372109 | PC | SUPPORT TO ENSURE THE NEW DOMESTIC VIOLENCE FACILITY IS ACCESSIBLE | $25,000 |
| DUQUESNE UNIVERSITY OF THE HOLY SPIRIT | ||||||
| 600 FORBES AVENUE 4TH FLOOR | PITTSBURGH | PA | 15282 | PC | FOR EQUITY ACCESS: EDUCATING AND EMPOWERING NURSES TO MAKE HEALTHCARE MORE ACCESSIBLE | $30,000 |
| EAST END COOPERATIVE MINISTRY | ||||||
| 6140 STATION ST | PITTSBURGH | PA | 152063134 | PC | SUPPORT FOR GIRL TALK, A PREVENTION PROGRAM FOR AT-RISK MIDDLE AND HIGH SCHOOL GIRLS IN PITTSBURGH'S EAST END | $60,000 |
| EAST END COOPERATIVE MINISTRY | ||||||
| 6140 STATION ST | PITTSBURGH | PA | 152063134 | PC | SUPPORT FOR PROGRAMS AND SERVICES FOR HIGH RISK GIRLS IN PITTSBURGH'S EAST END | $20,000 |
| EDUCATION LAW CENTER | ||||||
| 1315 WALNUT ST STE 400 | PHILADELPHIA | PA | 191074705 | PC | FOR ADVOCACY TO ENSURE THAT CHILDREN WITH DISABILITIES HAVE ACCESS TO APPROPRIATE EDUCATION | $60,000 |
| FAYETTE COUNTY COMMUNITY ACTION AGENCY INC | ||||||
| 108 N BEESON BLVD | UNIONTOWN | PA | 154017401 | PC | CONTINUED SUPPORT FOR THE NURSE FAMILY PARTNERSHIP PROGRAM | $40,000 |
| FAYETTE COUNTY COMMUNITY ACTION AGENCY INC | ||||||
| 108 N BEESON BLVD | UNIONTOWN | PA | 154017401 | PC | SUPPORT TO IMPROVE ACCESSIBILITY OF AGENCY WEBSITE | $1,000 |
| FILM PITTSBURGH | ||||||
| 1789 S BRADDOCK AVE STE 565 | PITTSBURGH | PA | 152181889 | PC | SUPPORT FOR THE 2019 PITTSBURGH REELABILITIES, A DISABILITY-THEMED FILM FESTIVAL | $5,000 |
| GIRLS HOPE OF PITTSBURGH | ||||||
| 1005 BEAVER GRADE ROAD SUITE 103 | CORAOPOLIS | PA | 15108 | PC | SUPPORT FOR A RESIDENTIAL PROGRAM FOR AT-RISK GIRLS | $5,000 |
| GLOBAL LINKS | ||||||
| 700 TRUMBULL DR | PITTSBURGH | PA | 152054363 | PC | FOR THE PROCUREMENT AND DISTRIBUTION OF WINDOWED FACE MASKS TO DISABILITY AGENCIES | $10,000 |
| GRANTMAKERS OF WESTERN PENNSYLVANIA INC | ||||||
| 650 SMITHFIELD ST SUITE 210 | PITTSBURGH | PA | 152223907 | PC | SUPPORT TO MAKE CENSUS 2020 OUTREACH ACCESSIBLE TO PEOPLE WITH DISABILITIES | $5,000 |
| GREATER PITTSBURGH ARTS COUNCIL | ||||||
| 810 PENN AVENUE SUITE 600 | PITTSBURGH | PA | 152223611 | PC | CONTINUED SUPPORT TO PROMOTE ACCESSIBILITY AND INCLUSION IN ARTS AND CULTURAL ORGANIZATIONS | $40,000 |
| GWEN'S GIRLS INC | ||||||
| 711 WEST COMMONS 3RD FLOOR | PITTSBURGH | PA | 152125239 | PC | CONFERENCE SPONSORSHIP FOR THE 4TH ANNUAL EQUITY SUMMIT AND AWARDS CEREMONY | $5,000 |
| GWEN'S GIRLS INC | ||||||
| 711 WEST COMMONS 3RD FLOOR | PITTSBURGH | PA | 152125239 | PC | CONTINUED SUPPORT TO ADVANCE EQUITY FOR BLACK GIRLS IN ALLEGHENY COUNTY | $52,500 |
| GWEN'S GIRLS INC | ||||||
| 711 WEST COMMONS 3RD FLOOR | PITTSBURGH | PA | 152125239 | PC | HONORARIUM FOR GUEST SPEAKER AT BOARD MEETING ABOUT RESEARCH ON SEXUAL HARASSMENT OF GIRLS | $200 |
| HAVIN INC | ||||||
| PO BOX 983 | KITTANNING | PA | 162011515 | PC | SUPPORT TO RESPOND TO THE NEEDS OF VICTIMS OF DOMESTIC VIOLENCE DURING COVID 19 | $5,000 |
| HELLO NEIGHBOR | ||||||
| 6425 LIVING PL STE 200 | PITTSBURGH | PA | 152065122 | PC | SUPPORT FOR THE SMART START FOR REFUGEE MOTHERS PROGRAM | $10,000 |
| JEWISH HEALTHCARE FOUNDATION | ||||||
| EQT PLAZA 625 LIBERTY AVE STE 2500 | PITTSBURGH | PA | 15222 | PC | SPONSORSHIP OF THE 7TH ANNUAL DISABILITY AND MENTAL HEALTH SUMMIT IN MARCH 2020 | $5,000 |
| LAWRENCE COUNTY YMCA | ||||||
| 20 WEST WASHINGTON STREET | CASTLE | PA | 161013908 | PC | SUPPORT FOR THE DIAMOND GIRLS PROGRAM TO PROVIDE MENTORING TO GIRLS IN NEW CASTLE | $8,000 |
| NEW VOICES FOR REPRODUCTIVE JUSTICE | ||||||
| 5987 BROAD STREET SUITE 205 | PITTSBURGH | PA | 152063060 | PC | SPONSORSHIP OF THE 15TH ANNIVERSARY CELEBRATION | $2,500 |
| NEW VOICES FOR REPRODUCTIVE JUSTICE | ||||||
| 5987 BROAD STREET SUITE 205 | PITTSBURGH | PA | 152063060 | PC | OPERATING SUPPORT TO EMPOWER BLACK GIRLS TO BE ADVOCATES | $45,000 |
| OAKLAND TRANSPORTATION MANAGEMENT ASSOCIATION | ||||||
| 235 ATWOOD STREET 3RD FLOOR REAR | PITTSBURGH | PA | 152134052 | PC | SUPPORT FOR RAMPCRAWL 2020 TO CELEBRATE THE 30TH ANNIVERSARY OF THE AMERICANS WITH DISABILITIES ACT | $500 |
| PEAL CENTER | ||||||
| 2325 EAST CARSON STREET SUITE 100A | PITTSBURGH | PA | 15203 | PC | SPONSORSHIP FOR THE ART OF INCLUSION EVENT | $1,000 |
| PENNSYLVANIA ORGANIZATION FOR WOMEN IN EARLY RECOVERY (POWER) | ||||||
| 907 WEST STREET 2ND FLOOR | PITTSBURGH | PA | 15221 | PC | GENERAL OPERATING SUPPORT FOR SERVICES TO WOMEN IN RECOVERY | $50,000 |
| PENNSYLVANIA WOMEN WORK | ||||||
| 650 SMITHFIELD ST STE 520 | PITTSBURGH | PA | 152223913 | PC | FOR A CAREER DEVELOPMENT CURRICULUM FOR INCARCERATED WOMEN | $25,000 |
| PITTSBURGH ACTION AGAINST RAPE | ||||||
| 81 SOUTH 19TH STREET | PITTSBURGH | PA | 152031852 | PC | GENERAL OPERATING SUPPORT FOR SERVICES TO VICTIMS OF SEXUAL ASSAULT | $5,000 |
| PITTSBURGH ARTS AND LECTURES | ||||||
| 301 SOUTH CRAIG STREET SUITE 200 | PITTSBURGH | PA | 152133738 | PC | TO PRESENT NYT JOURNALIST JODI KANTOR DISCUSSING REPORTING ON SEXUAL HARASSMENT BY HARVEY WEINSTEIN | $5,000 |
| PITTSBURGH PROMISE | ||||||
| 1901 CENTRE AVENUE SUITE 204 | PITTSBURGH | PA | 15219 | PC | OPERATING SUPPORT TO INCREASE PARTICIPATION IN THE PITTSBURGH PROMISE BY STUDENTS WITH DISABILITIES | $15,000 |
| POINT PARK UNIVERSITY | ||||||
| 201 WOOD ST FRONTIER HALL 9TH FLOOR | PITTSBURGH | PA | 152221912 | PC | SUPPORT FOR THE ALL-ABILITIES MEDIA PROJECT | $25,000 |
| PUBLICSOURCE | ||||||
| 1396 FIFTH AVENUE | PITTSBURGH | PA | 15219 | PC | SUPPORT FOR A JOURNALISM SERIES ON PEOPLE WITH DISABILITIES | $30,000 |
| RESPECTABILITY | ||||||
| 11333 WOODGLEN DRIVE 102 | ROCKVILLE | MD | 208523026 | PC | HONORARIUM FOR GUEST SPEAKER AT THE DISABILITY INCLUSION & ACCESS: MOVING FORWARD EVENT | $2,500 |
| ROBERT MORRIS UNIVERSITY | ||||||
| 6001 UNIVERSITY BOULEVARD | MOON TOWNSHIP | PA | 151082574 | PC | SUPPORT FOR THE 20TH ANNIVERSARY OF THE BAYER CENTER FOR NONPROFIT MANAGEMENT | $750 |
| RULING OUR EXPERIENCES INC | ||||||
| 1335 DUBLIN ROAD SUITE 18A | COLUMBUS | OH | 432151000 | PC | EXPANSION OF THE RULING OUR EXPERIENCES (ROX) PROGRAM TO EMPOWER GIRLS IN RURAL SWPA | $31,850 |
| SIDE PROJECT INC | ||||||
| 1400 SOUTH BRADDOCK AVE | PITTSBURGH | PA | 15218 | PC | (FISCAL SPONSOR) FOR ACCESSIBLE YOUNIVERSE'S SUMMIT ON ACCESSIBILITY IN PITTSBURGH | $500 |
| SIDE PROJECT INC | ||||||
| 1400 SOUTH BRADDOCK AVE | PITTSBURGH | PA | 15218 | PC | (FISCAL SPONSOR) FOR GENERAL OPERATING SUPPORT FOR PITTSBURGH CENTER FOR AUTISTIC ADVOCACY | $10,000 |
| SIDE PROJECT INC | ||||||
| 1400 SOUTH BRADDOCK AVE | PITTSBURGH | PA | 15218 | PC | (FISCAL SPONSOR) OPERATING SUPPORT FOR PITTSBURGH CENTER FOR AUTISTIC ADVOCACY WORK DURING COVID-19 | $5,000 |
| SIDE PROJECT INC | ||||||
| 1400 SOUTH BRADDOCK AVE | PITTSBURGH | PA | 15218 | PC | SUPPORT FOR THE PLANNING PHASE OF THE BLACK WOMEN'S POLICY AGENDA | $25,000 |
| SISTERS PLACE INC | ||||||
| 418 MITCHELL AVENUE | CLAIRTON | PA | 150251409 | PC | GENERAL OPERATING SUPPORT FOR SERVICES TO ASSIST HOMELESS MOTHERS TO BECOME SELF-SUFFICIENT | $30,000 |
| STRONG WOMEN STRONG GIRLS | ||||||
| 1620 MURRAY AVENUE 3RD FLOOR | PITTSBURGH | PA | 15217 | PC | SUPPORT TO ADD A MONITORING, EVALUATION, AND LEARNING (MEL) COORDINATOR POSITION | $10,000 |
| THE FRIENDSHIP CIRCLE OF PITTSBURGH | ||||||
| 1922 MURRAY AVE | PITTSBURGH | PA | 152171608 | PC | GENERAL OPERATING SUPPORT TO PROMOTE SOCIAL INCLUSION FOR ADULTS WITH DISABILITIES | $25,000 |
| THE PITTSBURGH CULTURAL TRUST | ||||||
| 803 LIBERTY AVENUE | PITTSBURGH | PA | 152223703 | PC | SPEAKER HONORARIUM AT THE DISABILITY INCLUSION & ACCESS: MOVING FORWARD EVENT | $1,000 |
| THE PITTSBURGH FOUNDATION | ||||||
| FIVE PPG PLACE SUITE 250 | PITTSBURGH | PA | 152225405 | PC | CONTRIBUTION TO THE COVID-19 EMERGENCY ACTION FUND | $5,000 |
| TRANSITIONAL PATHS TO INDEPENDENT LIVING (TRPIL) | ||||||
| 69 E BEAU ST | WASHINGTON | PA | 153014711 | PC | SUPPORT FOR SIGN LANGUAGE INTERPRETATION FOR THE ASSISTIVE TECHNOLOGY MAKERS FAIR | $800 |
| TRANSITIONAL PATHS TO INDEPENDENT LIVING (TRPIL) | ||||||
| 69 E BEAU ST | WASHINGTON | PA | 153014711 | PC | GENERAL OPERATING SUPPORT TO SERVE PEOPLE WITH DISABILITIES DURING THE COVID-19 CRISIS | $10,000 |
| UNITED WAY OF SOUTHWESTERN PENNSYLVANIA | ||||||
| 1250 PENN AVENUE | PITTSBURGH | PA | 152300735 | PC | TO SUPPORT SOUTHWEST PA SAYS NO MORE AND COACHING BOYS INTO MEN TO PREVENT DOMESTIC AND SEXUAL VIOLENCE | $175,000 |
| UNITED WAY OF SOUTHWESTERN PENNSYLVANIA | ||||||
| 1250 PENN AVENUE | PITTSBURGH | PA | 152300735 | PC | FOR THE 21 AND ABLE INITIATIVE, TO IMPROVE THE TRANSITION TO ADULTHOOD FOR YOUTH WITH DISABILITIES | $50,000 |
| UNIVERSITY OF PITTSBURGH OFFICE OF INSTITUTIONAL ADVANCEMENT | ||||||
| 116 ATWOOD ST STE 201 | PITTSBURGH | PA | 152133402 | PC | SUPPORT TO INCREASE ACCESSIBILITY OF THE WELLNESS PAVILION AT THE HOMEWOOD COMMUNITY ENGAGEMENT CENTER | $40,000 |
| UNIVERSITY OF PITTSBURGH SCHOOL OF DENTAL MEDICINE | ||||||
| SALK HALL 3501 TERRACE STREET | PITTSBURGH | PA | 152133402 | PC | SUPPORT FOR A CONTINUING EDUCATION COURSE ON DENTISTRY FOR PATIENTS WITH SPECIAL NEEDS | $25,000 |
| UPMC DEPARTMENT OF PHYSICAL MEDICINE & REHABILITATION | ||||||
| SUITE 910 3471 FIFTH AVENUE | PITTSBURGH | PA | 152192739 | PC | IMPROVING ACCESS TO HEALTHCARE FOR PEOPLE WITH DISABILITIES IN PM&R CLINICS | $4,050 |
| URBAN INSTITUTE | ||||||
| 2100 M STREET NW | WASHINGTON | DC | 200371207 | PC | FOR A COMPREHENSIVE ASSESSMENT OF LOCAL RESPONSE TO DOMESTIC VIOLENCE OFFENDERS | $21,765 |
| WOMEN'S CENTER & SHELTER OF GREATER PITTSBURGH | ||||||
| PO BOX 9024 | PITTSBURGH | PA | 152240024 | PC | SUPPORT TO HOST A TRAINING ON EFFECTIVE COMMUNICATION ABOUT PREVENTION | $200 |
| WOMEN'S CENTER & SHELTER OF GREATER PITTSBURGH | ||||||
| PO BOX 9024 | PITTSBURGH | PA | 152240024 | PC | SUPPORT FOR OUTREACH TO DOMESTIC VIOLENCE VICTIMS DURING THE COVID-19 CRISIS | $20,000 |
| WOMEN'S LAW PROJECT | ||||||
| 428 FORBES AVENUE SUITE 1710 | PITTSBURGH | PA | 15219 | PC | SUPPORT FOR LEGAL ADVOCACY FOR LOW-WAGE WORKERS AND K-12 STUDENTS WHO HAVE BEEN SEXUALLY HARASSED | $35,000 |
| SLIPPERY ROCK UNIVERSITY FOUNDATION INC | ||||||
| 125 MORROW FIELD HOUSE | ROCK | PA | 16057 | PC | SUPPORT FOR ROCK LIFE, A PROGRAM FOR STUDENTS WITH INTELLECTUAL OR DEVELOPMENTAL DISABILITIES | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,405,115 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BLACKBURN CENTER | ||||||
| PO BOX 398 | GREENSBURG | PA | 156010246 | PC | CONTINUED SUPPORT FOR AN INITIATIVE TO PREVENT DOMESTIC AND SEXUAL VIOLENCE BY ADDRESSING ROOT CAUSES | $60,000 |
| COURT APPOINTED SPECIAL ADVOCATES OF ALLEGHENY COUNTY | ||||||
| 564 FORBES AVE STE 1302 | PITTSBURGH | PA | 152192910 | PC | TO PROVIDE ADVOCACY FOR CHILDREN WITH DISABILITIES WHO HAVE BEEN ABUSED OR NEGLECTED | $20,000 |
| DUQUESNE UNIVERSITY OF THE HOLY SPIRIT | ||||||
| 600 FORBES AVENUE 4TH FLOOR | PITTSBURGH | PA | 15282 | PC | EQUITY ACCESS: EDUCATING AND EMPOWERING NURSES TO MAKE HEALTHCARE MORE ACCESSIBLE | $30,000 |
| EDUCATION LAW CENTER | ||||||
| 1315 WALNUT ST STE 400 SUITE 702 | PHILADELPHIA | PA | 191074705 | PC | FOR ADVOCACY TO ENSURE THAT CHILDREN WITH DISABILITIES HAVE ACCESS TO APPROPRIATE EDUCATION | $60,000 |
| EVOLVE COACHING | ||||||
| 711 S 21ST STREET SUITE 218 | PITTSBURGH | PA | 152032482 | PC | SUPPORT FOR THE CREATING ACCESSIBLE VIDEO CONTENT PROJECT | $10,000 |
| HEALTHCARE COUNCIL OF WESTERN PENNSYLVANIA | ||||||
| 500 COMMONWEALTH DRIVE FLOOR 2 | WARRENDALE | PA | 150867516 | PC | TO ASSIST YOUTH WITH DISABILITIES TO TRANSITION TO ADULT HEALTHCARE | $20,000 |
| NEW CENTURY CAREERS | ||||||
| 305 E CARSON STREET | PITTSBURGH | PA | 152373647 | PC | SUPPORT TO CREATE AN ACCESSIBLE WEBSITE TO BETTER INCLUDE PEOPLE WITH DISABILITIES IN A JOB TRAINING PROGRAM | $10,000 |
| PENNSYLVANIA ORGANIZATION FOR WOMEN IN EARLY RECOVERY (POWER) | ||||||
| 907 WEST STREET 2ND FLOOR | PITTSBURGH | PA | 15221 | PC | GENERAL OPERATING SUPPORT FOR SERVICES TO WOMEN IN RECOVERY | $50,000 |
| RULING OUR EXPERIENCES INC | ||||||
| 1335 DUBLIN ROAD SUITE 18A | COLUMBUS | OH | 432151000 | PC | EXPANSION OF THE RULING OUR EXPERIENCES (ROX) PROGRAM TO EMPOWER GIRLS IN RURAL SWPA | $22,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $282,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $773,819 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,713,965 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,487,784 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,487,784 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT AND TAX | $14,796 | $740 | $14,056 |
| BOOKKEEPING | $11,757 | $588 | $11,169 |
| PAYROLL PROCESSING | $1,800 | $0 | $1,800 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| EXPLANATION: | FORM 990PF, PART XV, LINE 2B, 2C, AND 2D | FISA FOUNDATION (FISA) IS A PRIVATE GRANTMAKING FOUNDATION WITH THE MISSION OF BUILDING A CULTURE OF RESPECT AND IMPROVING THE QUALITY OF LIFE FOR WOMEN, GIRLS AND PEOPLE WITH DISABILITIES IN SOUTHWESTERN PENNSYLVANIA. FISA ENVISIONS COMMUNITIES WHERE THESE THREE POPULATIONS REACH THEIR FULL POTENTIAL, ARE SAFE AND HEALTHY, AND PARTICIPATE FULLY IN SOCIETY, THUS ENRICHING THEIR OWN LIVES AND THOSE OF OTHERS. DURING ITS MORE THAN 100 YEAR EXISTENCE, FISA'S MISSION HAS REMAINED CONSISTENT, BUT THE FOCUS OF ITS ACTIVITIES HAS CONTINUALLY EVOLVED TO MEET CHANGING NEEDS. THE MISSION BEGAN IN 1911 WHEN ALUMNAE OF SIX GIRLS' SCHOOLS FORMED A MEMBERSHIP ORGANIZATION THAT EVENTUALLY BECAME KNOWN AS THE FEDERATION OF INDEPENDENT SCHOOL ALUMNAE (FISA). THEIR FIRST PROJECT WAS TO ESTABLISH HARMARVILLE CONVALESCENT HOME FOR WOMEN, SERVING AT-RISK WOMEN AND THEIR BABIES. FORTY YEARS LATER, THEY RE-ENGINEERED THE HOME'S FOCUS TO BECOME HARMARVILLE REHABILITATION CENTER, WHICH BECAME INTERNATIONALLY KNOWN FOR ITS INNOVATIVE THERAPIES FOR PEOPLE WITH PHYSICAL DISABILITIES. IN 1996, TO MEET THE FINANCIAL CHALLENGES OF A CHANGING HEALTHCARE MARKET, THE FEDERATION AND HARMARVILLE BOARDS DECIDED TO SELL THE NOT-FOR-PROFIT CENTER TO A FOR-PROFIT CORPORATION. THE ENDOWMENT OF THE FISA FOUNDATION WAS CREATED WITH THE PROCEEDS OF THE SALE. BECAUSE FISA'S ASSETS CAME FROM THE SALE OF A HEALTHCARE INSTITUTION, IN KEEPING WITH THE LEGAL DOCTRINE OF CY PRS, ALL OF THE FOUNDATION'S WORK IS FOCUSED IN AREAS RELATED TO HEALTH AND HUMAN SERVICES. IN 2000, THE NAME OF THE ORGANIZATION WAS LEGALLY CHANGED TO FISA FOUNDATION. FISA'S FINANCE AND INVESTMENT COMMITTEE OVERSEES THE INVESTMENTS OF THE FOUNDATION, IN CONJUNCTION WITH THE OUTSOURCED CHIEF INVESTMENT OFFICER AND CUSTODIAN . FISA AGREED TO RETAIN VARIOUS LIABILITIES STEMMING FROM THE HARMARVILLE REHABILITATION CENTER AGREEMENT OF SALE. THESE OBLIGATIONS ARE NOW SATISFIED EXCEPT FOR SUPPLEMENTAL PENSION PAYMENTS TO TWO RETIREES AND A SMALL CHARITABLE ANNUITY PAYMENT TO A HARMARVILLE DONOR. AN IRS RULING LETTER DATED NOVEMBER 23, 2001, HELD THAT ALL EXPENSES PAID WITH RESPECT TO LIABILITIES ASSUMED FROM HARMARVILLE ARE QUALIFYING DISTRIBUTIONS FOR A PRIVATE FOUNDATION.FISA'S BOARD OF DIRECTORS AND STAFF FURTHER THE MISSION THROUGH A VARIETY OF ACTIVITIES TO RAISE AWARENESS ABOUT THE NEEDS OF WOMEN, GIRLS, AND PEOPLE WITH DISABILITIES, TO STRENGTHEN NONPROFITS THAT SERVE THESE POPULATIONS, TO IMPROVE AVAILABLE SERVICES, AND TO PROMOTE SYSTEM-WIDE CHANGE IN SOUTHWESTERN PENNSYLVANIA. THE MOST SIGNIFICANT OF THESE ACTIVITIES IS GRANTMAKING. FISA FOUNDATION STRATEGIC PRIORITIES NOTE: FISA FOUNDATION FOCUSES ITS DISABILITY-RELATED GRANTMAKING ON ADULTS AND CHILDREN WITH PHYSICAL, INTELLECTUAL, SENSORY, AND DEVELOPMENTAL DISABILITIES. 1. IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE WITH DISABILITIES, WOMEN, AND GIRLS (PARTICULARLY WOMEN AND GIRLS OF COLOR). PRIORITY WILL BE GIVEN TO PROPOSALS FOCUSING ON SYSTEMIC CHANGE, AND TO PROPOSALS THAT ADDRESS:- IMPROVING ACCESS TO HEALTH CARE AND DENTAL CARE FOR PEOPLE WITH SIGNIFICANT OR COMPLEX DISABILITIES. O EXPAND ACCESSIBLE HEALTH SERVICES AVAILABLE ACROSS SWPA. PRIORITY WILL BE GIVEN TO MAKING EXISTING COMMUNITY-BASED HEALTH SERVICES ACCESSIBLE AND WELCOMING VS. DEVELOPING SPECIALIZED CLINICS TO SERVE ONLY INDIVIDUALS WITH DISABILITIES. O TRAIN HEALTH PROFESSIONALS TO MORE EFFECTIVELY WORK WITH INDIVIDUALS WITH DISABILITIES. O NOTE: REQUESTS FOR ACCESSIBLE EQUIPMENT OR OTHER EFFORTS TO IMMEDIATELY REMOVE BARRIERS WILL ONLY BE CONSIDERED IF THEY ALSO INCLUDE A PLAN FOR TRAINING STAFF AND/OR UPDATING POLICIES TO INSTITUTIONALIZE ACCESSIBILITY).- ADVOCATING FOR STRATEGIC CHANGES TO LEGISLATION, POLICY, PRACTICE OR THE COMMUNITY'S UNDERSTANDING OF ISSUES TO IMPROVE THE HEALTH AND WELL-BEING OF INDIVIDUALS WITH DISABILITIES, WOMEN AND GIRLS, PARTICULARLY WOMEN AND GIRLS OF COLOR.2. ADDRESS THE EPIDEMIC OF ABUSE (SPECIFICALLY SEXUAL ASSAULT AND DOMESTIC VIOLENCE) THAT DISPROPORTIONATELY IMPACTS WOMEN, GIRLS, AND PEOPLE WITH DISABILITIES. PRIORITY WILL BE GIVEN TO PROPOSALS THAT ADDRESS:- PREVENTION BY: O ENGAGING MEN AND BOYS IN CHANGING MEN'S BEHAVIOR AND ATTITUDES O INCREASING OFFENDER ACCOUNTABILITY O INCREASING BYSTANDER INTERVENTION O CHANGING SOCIAL NORMS THAT PROMOTE VIOLENCE.- ENSURING THAT INDIVIDUALS WITH DISABILITIES (AND OTHER VULNERABLE/UNDERSERVED GROUPS OF VICTIMS) HAVE ACCESS TO NEEDED SERVICES.- INCORPORATING DISABILITY-SPECIFIC ISSUES INTO ABUSE PREVENTION EFFORTS - ADVOCACY EFFORTS AND POLICY CHANGE.3. REMOVE SOCIETAL BARRIERS AND PROMOTE EQUITABLE OPPORTUNITIES FOR WOMEN, GIRLS, AND PEOPLE WITH DISABILITIES. PRIORITY WILL BE GIVEN TO PROPOSALS THAT ADDRESS:- PIPELINES TO EMPLOYMENT FOR PEOPLE WITH DISABILITIES.- MEANINGFUL COMMUNITY ENGAGEMENT AND FULL INCLUSION OF PEOPLE WITH DISABILITIES.- EMPOWER GIRLS AND WOMEN, PARTICULARLY THOSE WHO STRUGGLE WITH ADDICTION, HOMELESSNESS, TRAUMA, AND POVERTY, TO LEAD PRODUCTIVE AND DIGNIFIED LIVES, TO HAVE EQUITABLE OPPORTUNITIES FOR SUCCESS, AND TO REACH THEIR FULL POTENTIAL. NOTE: PROPOSED PROGRAMS AND SERVICES SHOULD BE RESPONSIVE TO INTERSECTING IDENTITIES AND EXPERIENCES (INCLUDING RACE, SOCIOECONOMICS, ABILITY, SEXUAL ORIENTATION OR IDENTITY).PROSPECTIVE GRANTEES SHOULD BEGIN BY REVIEWING FISA FOUNDATION'S WEBSITE (WWW.FISAFOUNDATION.ORG) FOR DETAILED INFORMATION ABOUT THE APPLICATION PROCESS. GRANT APPLICANTS ARE ENCOURAGED TO SUBMIT A LETTER OF INQUIRY OUTLINING THE NEED TO BE ADDRESSED, A BRIEF DESCRIPTION OF THE PROPOSED PROJECT OR PROGRAM, AND THE AMOUNT OF THE REQUEST. LETTERS SHOULD BE ACCOMPANIED BY A COMPLETED FISA FOUNDATION APPLICATION FORM AND INCLUDE THE MOST RECENT IRS DETERMINATION LETTER AND A CURRENT BOARD OF DIRECTORS LIST (INCLUDING THE PROFESSIONAL AFFILIATIONS OF EACH BOARD MEMBER). |
| EXPLANATION: | 990 PF, STATEMENT 5 | THE OTHER DISCONTINUED OPERATIONS EXPENSES REFERENCED IN STATEMENT 5REPRESENT CASH PAYMENTS MADE BY FISA FOUNDATION THAT RELATE TODISCONTINUED OPERATIONS ASSUMED BY FISA FROM THE SALE OF HARMARVILLEREHABILITATION CENTER AND ARE CONSIDERED TO BE DISBURSEMENTS FORCHARITABLE PURPOSES PURSUANT TO THE PRIVATE RULING LETTER. |
| EXPLANATION: | FORM 990PF, PART IX-A, LINE 1 | IN ADDITION TO AWARDING GRANTS, FISA FOUNDATION STAFF ARE ENGAGED IN A VARIETY OF OTHER ACTIVITIES DESIGNED TO PROMOTE ITS MISSION. DELIVERING PROGRAMS:PERIODICALLY FISA IDENTIFIES A GAP IN PROGRAMMING THAT NONE OF OUR GRANTEES OR PARTNERS IS WELL POSITIONED TO ADDRESS, AND THE FOUNDATION MAY STEP IN TO ASSIST WITH ADMINISTRATIVE AND LEADERSHIP RESPONSIBILITY FOR EVENTS AND TIME LIMITED PROGRAMS THAT ADVANCE ITS MISSION. THIS YEAR FISA PARTNERED WITH THE HEINZ ENDOWMENTS ON A JOINT INITIATIVE CALLED DISABILITY INCLUSION & ACCESS: MOVING FORWARD THAT INCLUDED A WEBSITE AND DIGITAL RESOURCE LIBRARY, A CONVENING OF NONPROFIT AND PHILANTHROPIC LEADERS, A SERIES OF HOW-TO WEBINARS ON ACCESSIBILITY AND A REQUEST FOR PROPOSALS FOR PROJECTS TO HELP NONPROFIT ORGANIZATIONS BE MORE WELCOMING AND INCLUSIVE OF PEOPLE WITH DISABILITIES.AS PART OF ITS WORK TO PREVENT DOMESTIC AND SEXUAL VIOLENCE, FISA IDENTIFIED A GAP IN COORDINATING EFFORTS AND RALLYING PUBLIC LEADERSHIP FOR CULTURE CHANGE. IN RESPONSE, FISA UNDERTOOK THE DEVELOPMENT OF SOUTHWEST PA SAYS NO MORE, A REGIONAL INITIATIVE FOCUSED ON ENDING DOMESTIC AND SEXUAL VIOLENCE AND IN 2015 EXPANDED THIS EFFORT THROUGH A PARTNERSHIP WITH UNITED WAY OF SOUTHWEST PA. SOME OF THIS EFFORT HAS BEEN SUPPORTED VIA GRANTS, BUT FISA STAFF, BOARD MEMBERS AND CONSULTANTS DEVELOPED THE STRATEGY, ENGAGED NONPROFIT PARTNERS, MAINTAINED THE WEBSITE AND SOCIAL MEDIA PRESENCE, DEVELOPED A VIDEO LIBRARY, AND HAVE SYSTEMATICALLY CULTIVATED PUBLIC LEADERSHIP ACROSS ALL SECTORS. FISA FOUNDATION, WITH PARTNERS, PLANNED A LEADERSHIP BREAKFAST FOR CORPORATE CEOS FOCUSED ON ENDING DOMESTIC AND SEXUAL VIOLENCE, EXPANDED IMPLEMENTATION OF COACHING BOYS INTO MEN A DATING VIOLENCE PREVENTION PROGRAM, AND CO-PRODUCED A PUBLIC SIGNING OF THE FATHER'S DAY PLEDGE TO END GENDER VIOLENCE. ADDITIONALLY, FISA SPONSORED AND PRODUCED A SERIES OF CAPACITY BUILDING TRAININGS AND EVENTS FOR ITS NONPROFIT PARTNERS.COMMISSIONING REPORTS:FISA PERIODICALLY ISSUES REPORTS ON TOPICS RELATED TO ITS MISSION. MOST RECENTLY, FISA COMMISSIONED PUBLIC POLLING ON MEN'S ATTITUDES ABOUT DOMESTIC AND SEXUAL VIOLENCE AND THE #METOO MOVEMENT, AND THEN ISSUED A REPORT TO PROMOTE PUBLIC DIALOGUE ABOUT CHANGING SOCIAL NORMS. CONVENING WORKGROUPS TO CREATE IMPACT:FISA'S STAFF CONVENES FORMAL AND INFORMAL WORKGROUPS TO STUDY ISSUES AND PROMOTE COMMUNITY ACTION. OVER THE PAST SEVERAL YEARS, THE FOUNDATION HAS INITIATED DISCUSSIONS ADDRESSING ABUSE OF PEOPLE WITH DISABILITIES, IMPROVING ACCESS TO HEALTH CARE AND DENTAL CARE FOR INDIVIDUALS WITH COMPLEX PHYSICAL OR DEVELOPMENTAL DISABILITIES, AND OPPORTUNITIES TO STRENGTHEN ACCOUNTABILITY FOR BATTERERS IN ORDER TO PREVENT FUTURE ABUSE. EACH OF THESE CONVENINGS HAS SUPPORTED NETWORKING AND RELATIONSHIP BUILDING AMONG LOCAL LEADERS AND GENERATED INTEREST AND ENTHUSIASM FOR COLLABORATIONS AND INNOVATIVE PROBLEM SOLVING. TECHNICAL SUPPORT AND CONSULTATION TO GRANTEES: FISA FOUNDATION (FISA) REGULARLY ASSISTS GRANTEES IN NETWORKING AND CONNECTING WITH COMMUNITY RESOURCES. FISA OFTEN INVESTS CONSIDERABLE TIME ASSISTING NONPROFIT LEADERS IN ARTICULATING AGENCY GOALS, FINDING CONSULTANTS, MAKING CONTACT WITH OTHER FOUNDATIONS, OR LEARNING ABOUT EXISTING PROGRAMS AND SERVICES IN THE COMMUNITY. WHEN THEMES EMERGE FROM MULTIPLE GRANTEES, FISA BRINGS GROUPS TOGETHER TO WORK ON SHARED SOLUTIONS TO COMMON ISSUES. IN ADDITION, FISA REGULARLY ASSISTS ITS GRANTEES IN GENERATING AUDIENCES FOR EVENTS RELATED TO DISABILITIES, WOMEN, AND GIRLS. THE FOLLOWING ARE EXAMPLES OF WAYS IN WHICH FISA PROVIDED TECHNICAL SUPPORT AND CONSULTATION TO LOCAL NONPROFIT ORGANIZATIONS DURING THE PAST YEAR: PARTICIPATED IN A SERIES OF WORKGROUPS AS PART OF THE BLACK GIRLS EQUITY ALLIANCE CONVENED BY GRANTEE GWEN'S GIRLS. BOTH THE PROGRAM OFFICER AND EXECUTIVE DIRECTOR ATTENDED NUMEROUS MEETINGS AND PARTICIPATED IN STRATEGIC ACTIVITIES TO ADDRESS THE OVER-REPRESENTATION OF BLACK GIRLS IN JUVENILE JUSTICE, LARGELY FOR MINOR, NONVIOLENT OFFENSES. CONVENED GRANTEES AND PARTNERS TO PLAN A LOCAL OBSERVANCE OF THE 30TH ANNIVERSARY OF THE AMERICANS WITH DISABILITIES ACT IN JULY 2020. FISA COORDINATED MEETINGS, COMMISSIONED A LOGO, DESIGNED A WEBSITE, AND PURCHASED MARKETING MATERIALS ON BEHALF OF THE COMMITTEE. ASSISTED WOMEN'S LAW PROJECT WITH #METOOPA, A HELPLINE FOR STUDENTS AND LOW WAGE WORKERS WHO ARE SEXUALLY HARASSED OR ASSAULTED AT SCHOOL OR WORK. SERVED AS AN ADVISOR TO THE UNITED WAY OF SOUTHWEST PA FOR ITS 21 AND ABLE INITIATIVE, TO IMPROVE THE TRANSITION TO ADULTHOOD FOR YOUNG ADULTS WITH DISABILITIES, TO ADDRESS THE NEEDS OF INDIVIDUALS WITH COMPLEX DISABILITIES AND TO BEGIN TO ADDRESS THE LACK OF AFFORDABLE ACCESSIBLE HOUSING.BECAUSE FISA IS A "NICHE" FOUNDATION WITH SIGNIFICANT EXPERTISE RELATED TO WOMEN, GIRLS AND PEOPLE WITH DISABILITIES, STAFF MEMBERS ARE OFTEN ASKED TO SPEAK AT EDUCATIONAL MEETINGS AND SPECIAL EVENTS. SERVING ON COMMUNITY COMMITTEES AND ADVISORY BOARDS: FISA FOUNDATION'S STAFF AND BOARD OF DIRECTORS STRIVE TO RAISE AWARENESS AMONG OTHER GRANTMAKERS AND COMMUNITY LEADERS ABOUT THE NEEDS OF WOMEN, GIRLS, AND PEOPLE WITH DISABILITIES WHEN ASSESSING COMMUNITY SERVICE GAPS AND FORMULATING SOLUTIONS. OFTEN THIS TYPE OF CONSULTATION OCCURS INFORMALLY. IN ADDITION, FISA'S EXECUTIVE DIRECTOR SERVES AS A MEMBER OF UPMC'S DISABILITY RESOURCE CENTER ADVISORY BOARD, OFFICE OF CHILD DEVELOPMENT ADVISORY BOARD, AND THE FINANCE COMMITTEE FOR GRANTMAKERS OF WESTERN PENNSYLVANIA. SHE IS REGULARLY CALLED UPON TO SERVE AS A PRESENTER AT EVENTS AND WEBINARS. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HC PRIVATE EQUITY OFFSHORE FUND VI | FMV | $281,619 | $281,619 |
| HC PRIVATE EQUITY OFFSHORE FUND VII | FMV | $339,067 | $339,067 |
| HC TOTAL RETURN II OFFSHORE FUND | FMV | $1,877,766 | $1,877,766 |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX | FMV | $727,303 | $727,303 |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUND V | FMV | $3,942 | $3,942 |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUND X | FMV | $961,062 | $961,062 |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUND XI | FMV | $591,234 | $591,234 |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUND XII | FMV | $177,539 | $177,539 |
| JPM ASIA EX-JAPAN EQUITY PORTFOLIO | FMV | $1,255,258 | $1,255,258 |
| JPM EAFE EQUITY PORTFOLIO | FMV | $4,533,615 | $4,533,615 |
| JPM EMERGING MARKET EQUITY PORTFOLIO | FMV | $2,471,893 | $2,471,893 |
| JPM FIXED INCOME MUTAL FUNDS | FMV | $7,827,231 | $7,827,231 |
| JPM GLOBAL EQUITY PORTFOLIO | FMV | $788,421 | $788,421 |
| JPM HARD ASSETS | FMV | $1,099,676 | $1,099,676 |
| JPM JAPANESE LARGE CAP EQUITY PORTFOLIO | FMV | $521,210 | $521,210 |
| JPM REAL ESTATE & INFRASTRUCTURE | FMV | $618,490 | $618,490 |
| JPM US LARGE CAP EQUITY PORTFOLIO | FMV | $12,402,090 | $12,402,090 |
| JPM US MID CAP EQUITY PORTFOLIO | FMV | $502,712 | $502,712 |
| MONEY MARKET FUNDS | FMV | $1,837,706 | $1,837,706 |
| OTHER INVESTMENTS | FMV | $113,364 | $113,364 |
| PE VIII OFFSHORE | FMV | $67,452 | $67,452 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $3,064 | LegalFeesAmt |
| Net Investment Income | $153 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,911 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $4,094 | $4,094 | $4,094 |
| PREPAID BENEFITS | $680 | $680 | $680 |
| ACCRUED INTEREST RECEIVABLE | $1,946 | $1,946 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $5,056,636 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $3,929 | $0 | $3,929 |
| INSURANCE | $5,089 | $0 | $5,089 |
| MISCELLANEOUS | $118 | $0 | $975 |
| OTHER DISCONTINUED OPERATIONS | $10,865 | $0 | $10,865 |
| SOFTWARE/ HARDWARE | $10,337 | $0 | $10,337 |
| WEBSITE | $3,458 | $0 | $3,458 |
| OFFICE SUPPLIES | $5,426 | $0 | $5,426 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTING FEES | $121,771 | $121,771 | $0 |
| BANKING FEES | $18,101 | $18,101 | $0 |
| OTHER OUTSIDE SERVICES | $47,295 | $0 | $47,295 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $53,396 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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