FISA FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
FISA FOUNDATION (EIN 25-0965388)
Tax period
2018-07-01 to 2019-06-30
Filed
2019-10-24
IRS object ID
201942979349100114
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-10-24T13:47:55-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251622758PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MAHER DUESSEL CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1503 MARTINDALE STREET SUITE 600AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15212ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN250965388EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FISA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFISABusinessNameControlTxt
Phone4124565550PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1535 SMITHFIELD STREET NO 710AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKRISTY M TRAUTMANNPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4124565550PhoneNum
Signature2019-10-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELLE L BRYANPreparerPersonNm
PTINP01306133PTIN
Phone4124715500PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.170.230.42IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-24IPDt
IP Tm13:47:39IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id76FF2A6BB2396675DA7FC3BECCB7F23E28595D91AtSubmissionCreationDeviceId
At Submission Filing Device IdCD71869BFC494223FABD92E93AB0669CE7B22062AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$40,916,091FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$11,008ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,368,012DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,368,012DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$460,309NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,419,575GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$460,309CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,839,329TotalRevAndExpnssAmt
Total Net Invst Incm$1,828,321TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$153,895CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,924CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$151,971CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$143,027OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$3,146OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$139,881OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$65,923PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$1,318PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$64,605PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$26,858AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,253AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$25,605AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$180,643OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$177,379OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$3,264OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$33,866TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$1,020DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$62,413OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$64,006OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$19,885TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$19,009TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$13,493PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$17,983PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$55,215OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$55,215OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$756,238TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$185,020TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$541,539TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,718,211ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,357,596ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,474,449TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$185,020TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,899,135TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$635,120ExcessRevenueOverExpensesAmt
Net Investment Income$1,643,301NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$21,065CashBOYAmt
Cash EOY$4,356CashEOYAmt
Cash EOYFMV$4,356CashEOYFMVAmt
Sav And Temp Cash Invst BOY$197,696SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$150,416SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$150,416SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$2,087AcctRcvblAmt
Acct Rcvbl EOY$2,087AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$2,087AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$6,178PrepaidExpensesBOYAmt
Other Investments BOY$40,813,824OtherInvestmentsBOYAmt
Other Investments EOY$40,754,458OtherInvestmentsEOYAmt
Other Investments EOYFMV$40,754,458OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$5,100LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,100LandBldgEquipAccumDeprecAmt
Land BOY$1,020LandBOYAmt
Land EOY$0LandEOYAmt
Land EOYFMV$0LandEOYFMVAmt
Other Assets BOY$5,650OtherAssetsBOYAmt
Other Assets EOY$4,774OtherAssetsEOYAmt
Other Assets EOYFMV$4,774OtherAssetsEOYFMVAmt
Total Assets BOY$41,045,433TotalAssetsBOYAmt
Total Assets EOY$40,916,091TotalAssetsEOYAmt
Total Assets EOYFMV$40,916,091TotalAssetsEOYFMVAmt
Accounts Payable BOY$33,912AccountsPayableBOYAmt
Accounts Payable EOY$28,275AccountsPayableEOYAmt
Grants Payable BOY$141,000GrantsPayableBOYAmt
Grants Payable EOY$501,615GrantsPayableEOYAmt
Total Liabilities BOY$174,912TotalLiabilitiesBOYAmt
Total Liabilities EOY$529,890TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$40,655,185UnrestrictedBOYAmt
Unrestricted EOY$40,269,152UnrestrictedEOYAmt
Temporarily Restricted BOY$95,000TemporarilyRestrictedBOYAmt
Temporarily Restricted EOY$0TemporarilyRestrictedEOYAmt
Permanently Restricted BOY$120,336PermanentlyRestrictedBOYAmt
Permanently Restricted EOY$117,049PermanentlyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$40,870,521TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$40,386,201TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$41,045,433TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$40,916,091TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$40,870,521TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$635,120ExcessRevenueOverExpensesAmt
Other Increases$150,800OtherIncreasesAmt
Subtotal$40,386,201SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$40,386,201TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAINS DISTRIBUTIONP$564,127$564,127$564,127
PUBLICLY TRADED SECURITIESP$6,855,448-$103,818-$103,818$6,959,266
FieldValueIRS element (for citing)
Capital Gain Net Income$460,309CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,115,345AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$41,055,496NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051524DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,992,868AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$38,838,291NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051312DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,934,859AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$37,298,578NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051875DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,032,378AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$41,224,138NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.049301DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,119,165AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$42,209,845NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050205DistributionYr5Rt
Total Distribution0.254217TotalDistributionRt
Average Distribution0.050843AverageDistributionRt
Net Vl Noncharitable Assets$39,892,949NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,028,277AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$16,433NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,044,710AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,899,135QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$32,866InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$32,866SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$32,866TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$26,168EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$26,168TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$6,698TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.FISAFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksSUSAN M CLARKEIndividualWithBooksNm
Phone4124565550PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1535 SMITHFIELD STREET - SUITE 710AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (21 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LYNETTE R LEDERMAN
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD PRESIDENT10.00$0$0$0
ROSA COPELAND MILLER
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222IMMEDIATE PAST PRESIDENT3.00$0$0$0
PAULA K DAVIS
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD VICE PRESIDENT3.00$0$0$0
BARBARA R DEWITT
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD TREASURER4.00$0$0$0
SUSAN CARDILLO
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD SECRETARY3.00$0$0$0
JOSIE BADGER
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER3.00$0$0$0
JUDY BARRICELLA
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER3.00$0$0$0
LOUISE R BROWN
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER3.00$0$0$0
JANE C BURGER
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER2.00$0$0$0
HOLLY DICK
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER3.00$0$0$0
SUSAN KIRSCH
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER2.00$0$0$0
CHERYL KUBELICK PHD
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER3.00$0$0$0
MONICA MENDEZ
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER3.00$0$0$0
KATIE MINNOCK
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER2.00$0$0$0
KAREN FARMER WHITE
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER3.00$0$0$0
ELISE ROBY YANDERS
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER2.00$0$0$0
MARSHA BLANCO
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER3.00$0$0$0
MELANIE HARRINGTON
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER2.00$0$0$0
JENNIFER LUNDY
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER3.00$0$0$0
KATHLEEN WRIGHT
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER3.00$0$0$0
KRISTY TRAUTMANN
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222EXECUTIVE DIRECTORS40.00$153,895$21,286$4,680

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
RENEE LASIN
535 SMITHFIELD STREET - SUITE 710PITTSBURGHPA15222PROGRAM OFFICER40.00$87,730$9,262$4,680
SUSAN CLARKE
535 SMITHFIELD STREET - SUITE 710PITTSBURGHPA15222OFFICE MANAGER37.50$61,833$13,910$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HIRTLE CALLAGHAN & COBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 BARR HARBOR DRIVEAddressLine1Txt
CityWEST CONSHOHOCKENCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19428ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORSServiceTypeTxt
Compensation$144,905CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SEE STATEMENT 12Description1Txt
Expenses1$235,092Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$33,136,871AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$161,924AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$7,201,661FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$40,500,456TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$40,500,456AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$607,507CashDeemedCharitableAmt
Net Vl Noncharitable Assets$39,892,949NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,994,647MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,994,647MinimumInvestmentReturnAmt
Tax Based On Investment Income$32,866TaxBasedOnInvestmentIncomeAmt
Income Tax$990IncomeTaxAmt
Total Tax$33,856TotalTaxAmt
Distributable Before Adj$1,960,791DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,960,791DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,960,791DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,899,135ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,899,135QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,899,135AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,960,791DistributableAsAdjustedAmt
Undistributed Income PY$776,399UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,899,135QualifyingDistributionsAmt
Applied To Year1$776,399AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,122,736AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$838,055UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKRISTY TRAUTMANN EXECUTIVE DIRECTORRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1535 SMITHFIELD STREET SUITE 710AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4124565500RecipientPhoneNum
Form And Info And MaterialsSEE ATTACHMENTFormAndInfoAndMaterialsTxt
Submission DeadlinesSEE ATTACHMENTSubmissionDeadlinesTxt
Restrictions On AwardsSEE ATTACHMENTRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AAC INSTITUTE
1100 WASHINGTON AVENUE SUITE 317CARNEGIEPA151063617PFTO SUPPORT PROGRAMS FOR CHILDREN WITH DISABILITIES WHO USE AUGMENTATIVE COMMUNICATION$5,000
ACHIEVA
711 BINGHAM STREETPITTSBURGHPA15203PCFOR ADVOCACY TO IMPROVE ACCESS TO HEALTH CARE AND DENTAL CARE FOR PEOPLE WITH DISABILITIES$33,000
ACTION-HOUSING INC
611 WILLIAM PENN PLACE SUITE 800PITTSBURGHPA15219PCTO PROVIDE HOME MODIFICATIONS FOR PEOPLE WITH ACQUIRED PHYSICAL DISABILITIES IN ALLEGHENY COUNTY$25,000
ACTION-HOUSING INC
611 WILLIAM PENN PLACE SUITE 800PITTSBURGHPA15219PCTO SUPPORT THE HOUSING CONNECTOR, ASSISTING PEOPLE WITH DISABILITIES TO FIND HOUSING$50,000
ALLEGHENY COUNTY AIRPORT AUTHORITY CHARITABLE FOUNDATION
LANDSIDE TERMINAL 4TH FLOOR MEZZPITTSBURGHPA15231PCSUPPORT FOR A SENSORY ROOM FOR PEOPLE WITH DISABILITIES AT THE PITTSBURGH INTERNATIONAL AIRPORT$35,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF PENNSYLVANIA
1800 JOHN F KENNEDY BLVDPHILADELPHIAPA19103PCTO ADDRESS THE NEGATIVE EFFECTS OF SCHOOL POLICING ON STUDENTS WITH DISABILITIES$50,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF PENNSYLVANIA
1800 JOHN F KENNEDY BLVDPHILADELPHIAPA19103PCSPEAKER HONORARIUM FOR A PRESENTATION AT DECEMBER 2018 BOARD MEETING$200
BLIND AND VISION REHABILITATION SERVICES OF PITTSBURGH
1816 LOCUST STREETPITTSBURGHPA15219PCTO SUPPORT AN EMPLOYMENT PROGRAM FOR PEOPLE WITH VISION IMPAIRMENTS$20,000
APRAXIA KIDS
1501 REEDSDALE STREET SUITE 202PITTSBURGHPA15233PCFOR OUTREACH TO FAMILIES IN SWPA IMPACTED BY CHILDHOOD APRAXIA OF SPEECH$25,000
CLASS
1400 SOUTH BRADDOCK AVENUEPITTSBURGHPA15218PCSPONSORSHIP OF THE 2018 COMMUNITY HEROS AWARDS DINNER$2,500
CONSUMER HEALTH COALITION
415 E OHIO ST STE 300PITTSBURGHPA15212PCTO ADDRESS BARRIERS TO QUALIFY, AFFORDABLE HEALTH CARE FOR PEOPLE WITH DISABILITIES$17,500
DEPAUL SCHOOL FOR HEARING AND SPEECH
6202 ALDER STREETPITTSBURGHPA15206PCTO STRENGTHEN TELECOMMUNICATIONS WITH RURAL FAMILIES$18,000
DISABILITY OPTIONS NETWORK
1929 EAST WASHINGTON STREETNEW CASTLEPA16101PCFOR THE ALLEGHENY COUNTY PEER SUPPORT PROGRAM FOR PEOPLE WITH ACQUIRED PHYSICAL DISABILITIES$10,000
DISABILITY IN
1310 BRADDOCK PLACE SUITE 101ALEXANDRIAVA22314PCTO INCREASE EMPLOYMENT OF PEOPLE WITH DISABILITIES IN SOUTHWEST PENNSYLVANIA$25,000
DOWN SYNDROME MEDICAL INTEREST GROUP-USA
505 SYCAMORE LN NPLYMOUTHMN55441PCSUPPORT FOR THE ANNUAL SYMPOSIUM IN PITTSBURGH$2,500
EAST SUBURBAN CITIZEN ADVOCACY
4559 OLD WILLIAM PENN HWY SUITE 200MURRYSVILLEPA156681940PCOPERATING SUPPORT TO PROMOTE ADVOCACY AND INCLUSION FOR PEOPLE WITH DISABILITIES$25,000
EDUCATION LAW CENTER
429 FOURTH AVENUE SUITE 702PITTSBURGHPA15219PCFOR THE PITTSBURGH PUBLIC SCHOOLS CHAMPION AWARDS, CELEBRATING SPECIAL EDUCATION ADVOCATES$200
FILM PITTSBURGH
1789 S BRADDOCK AVENUE STE 565PITTSBURGHPA15218PCSUPPORT FOR 2018 PITTSBURGH REELABILITIES, A DISABILITY-THEMED FILM FESTIVAL$5,000
THE FRIENDSHIP CIRCLE OF PITTSBURGH
1922 MURRAY AVEPITTSBURGHPA15217PCGENERAL OPERATING SUPPORT TO PROMOTE SOCIAL INCLUSION FOR ADULTS WITH DISABILITIES$25,000
GREATER PITTSBURGH ARTS COUNCIL
810 PENN AVENUE SUITE 600PITTSBURGHPA15222PCCONTINUED SUPPORT TO PROMOTE ACCESSIBILITY AND INCLUSION IN ARTS AND CULTURAL ORGANIZATIONS$40,000
HEALTHCARE COUNCIL OF WESTERN PENNSYLVANIA
500 COMMONWEALTH DRIVEWARRENDALEPA15086PCSUPPORT FOR AN EDUCATIONAL SESSION FOCUSING ON ACCESSIBLE HEALTHCARE$2,000
HOPE NETWORK
PO BOX 11460 GUYS RUN ROADPITTSBURGHPA15238PCFOR ADAPTED SPORTS, RECREATION AND FITNESS PROGRAMS FOR PEOPLE WITH DISABILITIES$10,500
ICW VOCATIONAL SERVICES INC
155 NORTH 10TH STREETINDIANAPA15701PCSUPPORT FOR AN EMPLOYMENT PROGRAM FOR PEOPLE WITH DISABILITIES$5,000
MAINSTAY LIFE SERVICES
200 ROESSLER ROADPITTSBURGHPA15220PCSUPPORT FOR 2019 SUMMER RESPITE AND RECREATION PROGRAM FOR PEOPLE WITH DISABILITIES$5,000
THE PITTSBURGH CULTURAL TRUST
803 LIBERTY AVENUEPITTSBURGHPA15222PCSUPPORT FOR SENSORY-FRIENDLY PERFORMANCE OF THE LION KING$5,000
POINT PARK UNIVERSITY
201 WOOD ST FRONTIER HALL 9TH FLOORPITTSBURGHPA15222PCSUPPORT FOR THE ALL-ABILITIES MEDIA PROJECT$25,000
SIDE PROJECT INC
1400 S BRADDOCK AVENUEPITTSBURGHPA15218PCSPONSORSHIP FOR THE PITTSBURGH CENTER FOR AUTISTIC ADVOCACY'S 2018 GALA$2,500
SLIPPERY ROCK UNIVERSITY FOUNDATION INC
125 MORROW FIELD HOUSESLIPPERY ROCKPA16057PCFOR A POST SECONDARY EDUCATION PROGRAM FOR STUDENTS WITH INTELLECTUAL DISABILITIES$60,000
SPECIAL OLYMPICS PENNSYLVANIA
CEDAR RIDGE BUSINESS PARK 200 CEDARPITTSBURGHPA15205PCTO PROVIDE INCLUSIVE SPORTS ACTIVITIES FOR HIGH SCHOOL STUDENTS WITH INTELLECTUAL DISABILITIES$5,000RIDGE DRIVE SUITE 214
TEMPLE UNIVERSITY INSTITUTE OF DISABILITIES
1801 N BROAD STREETPHILADELPHIAPA19122PCFOR OUT OF THE SHADOWS DISABILITY CIVIL RIGHTS MOVEMENT FROM NO PITY TO ME TOO EVENT$2,000
TRANSITIONAL PATHS TO INDEPENDENT LIVING (TRPIL)
69 EAST BEAU STREETWASHINGTONPA15301PCTO PROVIDE HOME MODIFICATIONS FOR PEOPLE WITH PHYSICAL DISABILITIES$25,000
UNITED WAY OF SOUTHWESTERN PENNSYLVANIA
1250 PENN AVENUEPITTSBURGHPA15222PCSUPPORT FOR 21 AND ABLE, TO IMPROVE THE TRANSITION TO ADULTHOOD FOR YOUTH WITH DISABILITIES$60,000
THE VERLAND FOUNDATION INC
212 IRIS ROADSEWICKLEYPA15143PCFOR ACCESSIBLE PLAYGROUND EQUIPMENT FOR CHILDREN WITH INTELLECTUAL AND PHYSICAL DISABILITIES$7,000
THE WOODLANDS FOUNDATION
134 SHENOT ROADWEXFORDPA15090PCSUPPORT FOR AN ADAPTIVE AND INCLUSIVE HEALTH AND WELLNESS CENTER$25,000
ZOOLOGICAL SOCIETY OF PITTSBURGH
1 WILD PLPITTSBURGHPA15206PCFOR AN ADA ACCESSIBILITY EVALUATION OF THE PITTSBURGH ZOO & AQUARIUM$30,000
ALLIANCE FOR REFUGEE YOUTH SUPPORT AND EDUCATION (ARYSE)
6101 PENN AVENUE SUITE 201PITTSBURGHPA15206PCFOR CREATIVE WRITING AND MEDIA ARTS WORKSHOPS FOR IMMIGRANT AND REFUGEE GIRLS$2,500
CRIBS FOR KIDS
5450 SECOND AVENUEPITTSBURGHPA15207PCSPONSORSHIP FOR THE 1ST ANNUAL JUNIOR WOMEN OF ACHIEVEMENT AWARDS$1,000
EAST END COOPERATIVE MINISTRY
6140 STATION STREETPITTSBURGHPA15206PCSUPPORT FOR PROGRAMS AND SERVICES FOR HIGH RISK GIRLS IN PITTSBURGH'S EAST END$40,000
GIRLS ON THE RUN OF UPMC MAGEE-WOMENS HOSPITAL
3380 BLVD OF THE ALLIES SUITE 336PITTSBURGHPA15213PCSPONSORSHIP OF THE 2019 GIRLS ON THE RUN EVENT$2,500
GWEN'S GIRLS INC
711 WEST COMMONS STREETPITTSBURGHPA15212PCFOR A THEATER PRODUCTION ABOUT THE DANGERS OF TEEN DATING VIOLENCE$2,500
GWEN'S GIRLS INC
711 WEST COMMONS STREETPITTSBURGHPA15212PCSPONSORSHIP FOR THE 3RD ANNUAL AWARDS DINNER AND BLACK GIRLS EQUITY SUMMIT$5,000
NEW CASTLE COMMUNITY YMCA
20 WEST WASHINGTON STREETPITTSBURGHPA16101PCSUPPORT FOR THE DIAMOND GIRLS MENTORING PROGRAM$8,000
PENNSYLVANIA COALITION AGAINST DOMESTIC VIOLENCE
3605 VARAN WAY SUITE 101HARRISBURGPA17110PCSUPPORT FOR REGIONAL DV PREVENTION EFFORTS-$13,939
RULING OUR EXPERIENCES INC
1335 DUBLIN ROAD SUITE 18ACOLUMBUSOH43215PCSUPPORT FOR RULING OUR EXPERIENCES (ROX!) PROGRAM TO EMPOWER MIDDLE SCHOOL GIRLS$23,900
STRONG WOMEN STRONG GIRLS
1620 MURRAY AVENUE 3RD FLOORPITTSBURGHPA15217PCSUPPORT TO ADD A MONITORING EVALUATION AND LEARNING (MEL) COORDINATOR POSITION$15,000
URBAN LEAGUE OF GREATER PITTSBURGH
610 WOOD STREETPITTSBURGHPA15222PCCONTINUED SUPPORT OF THE BLACK FEMALE LEADERSHIP DEVELOPMENT INSTITUTE$30,000
WOMEN AND GIRLS FOUNDATION OF SOUTHWEST PENNSYLVANIA
100 WEST STATION SQUARE DRIVE SUITEPITTSBURGHPA15243PCSUPPORT FOR GIRLGOV, A PROGRAM THAT EMPOWERS HIGH SCHOOL GIRLS$40,000315
ADAGIO HEALTH
603 STANWIX STREET TWO GATEWAYPITTSBURGHPA15222PCSPONSORSHIP FOR THE SECOND ANNUAL TRANSFORMING WOMEN'S HEALTH SYMPOSIUM$5,000CENTER SUITE 500
BLACKBURN CENTER
PO BOX 398GREENSBURGPA15601PCFOR AN INITIATIVE TO PREVENT DOMESTIC AND SEXUAL VIOLENCE BY ADDRESSING ROOT CAUSES$60,000
CITY MISSION - LIVING STONES INC
155 N GALLATIN AVENUEUNIONTOWNPA15401PCSUPPORT FOR THE EMERGENCY SHELTER FOR HOMELESS WOMEN$25,000
HEARTH
3724 MOUNT ROYAL BLVD STE 101GLENSHAWPA15116PCSUPPORT FOR TRANSITIONAL HOUSING SERVICES FOR HOMELESS WOMEN$25,000
NATIONAL SEXUAL VIOLENCE RESOURCE CENTER PA COALITION AGAINST RAPE
2101 N FRONT STREET GOVERNORS PLAZAHARRISBURGPA17110PCTO BUILD REGIONAL CAPACITY IN COMMUNICATING ABOUT GENDER-BASED VIOLENCE PREVENTION$20,000NORTH BLDG 2
PENNSYLVANIA ORGANIZATION FOR WOMEN IN EARLY RECOVERY (POWER)
7501 PENN AVENUE SUITE 8PITTSBURGHPA15208PCGENERAL OPERATING SUPPORT FOR SERVICES TO WOMEN IN RECOVERY$50,000
PITTSBURGH ACTION AGAINST RAPE
81 SOUTH 19TH STREETPITTSBURGHPA15203PCSPONSORSHIP FOR AN EVENT TO END SEXUAL VIOLENCE$5,000
SISTERS PLACE INC
418 MITCHELL AVENUECLAIRTONPA15025PCGENERAL OPERATING SUPPORT FOR SERVICES TO ASSIST HOMELESS MOTHERS$30,000
SOJOURNER HOUSE
5907 PENN AVENUEPITTSBURGHPA15206PCGENERAL OPERATING SUPPORT FOR SERVICES TO WOMEN IN RECOVERY FROM ADDICTION$30,000
STANDING FIRM AT WOMEN'S CENTER AND SHELTER OF GREATER PITTSBURGH
PO BOX 9024PITTSBURGHPA152240024PCOPERATING SUPPORT FOR STANDING FIRM: THE BUSINESS CASE TO END PARTNER VIOLENCE$50,000
SUSAN G KOMEN GREATER PENNSYLVANIA
1133 SOUTH BRADDOCK AVENUEPITTSBURGHPA15218PCSPONSORSHIP OF THE 2019 RACE FOR THE CURE$1,500
UNITED WAY OF SOUTHWESTERN PENNSYLVANIA
1250 PENN AVENUEPITTSBURGHPA15222PCFOR SWPA SAYS NO MORE, A REGIONAL EFFORT TO PREVENT DOMESTIC AND SEXUAL VIOLENCE$175,000
URBAN INSTITUTE
2100 M STREET NWWASHINGTONDC20037PCFOR AN ASSESSMENT OF ALLEGHENY COUNTY'S RESPONSE TO DOMESTIC VIOLENCE AGGRESSORS/OFFENDERS$38,235
YWCA GREATER PITTSBURGH
305 WOOD STREETPITTSBURGHPA15222PCSPONSORSHIP FOR THE IN SISTERHOOD: THE WOMEN'S MOVEMENT IN PITTSBURGH EVENT$1,000
YWCA GREATER PITTSBURGH
305 WOOD STREETPITTSBURGHPA15222PCSPONSORSHIP FOR 2019 A TRIBUTE TO WOMEN LEADERSHIP AWARDS LUNCHEON$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,357,596TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtRecipient RelationshipRecipientRelationshipTxt
CONSUMER HEALTH COALITION
415 E OHIO ST STE 300PITTSBURGHPA15212PCSUPPORT TO ADDRESS BARRIERS TO QUALITY, AFFORDABLE HEALTH CARE FOR PEOPLE WITH DISABILITIES$17,500
THE FRIENDSHIP CIRCLE OF PITTSBURGH
1922 MURRAY AVEPITTSBURGHPA15217PCGENERAL OPERATING SUPPORT TO PROMOTE SOCIAL INCLUSION FOR ADULTS WITH DISABILITIES$25,000
GREATER PITTSBURGH ARTS COUNCIL
1922 MURRAY AVEPITTSBURGHPA15217PCCONTINUED SUPPORT TO PROMOTE ACCESSIBILITY AND INCLUSION IN ARTS AND CULTURAL ORGANIZATIONS$40,000
POINT PARK UNIVERSITY
201 WOOD ST FRONTIER HALL 9TH FLOORPITTSBURGHPA15222PCSUPPORT FOR THE ALL-ABILITIES MEDIA PROJECT$25,000
SLIPPERY ROCK UNIVERSITY FOUNDATION INC
125 MORROW FIELD HOUSESLIPPERY ROCKPA16057PCFOR A POST SECONDARY EDUCATION PROGRAM FOR STUDENTS WITH INTELLECTUAL DISABILITIES$60,000
EAST END COOPERATIVE MINISTRY
6140 STATION STREETPITTSBURGHPA15206PCSUPPORT FOR PROGRAMS AND SERVICES FOR HIGH RISK GIRLS IN PITTSBURGH'S EAST END$20,000
NEW CASTLE COMMUNITY YMCA
20 WEST WASHINGTON STREETNEW CASTLEPA16101PCSUPPORT FOR THE DIAMOND GIRLS MENTORING PROGRAM$8,000
RULING OUR EXPERIENCES INC
1335 DUBLIN ROAD SUITE 18ACOLUMBUSOH43215PCSUPPORT FOR RULING OUR EXPERIENCES (ROX!) PROGRAM TO EMPOWER MIDDLE SCHOOL GIRLS$54,350
STRONG WOMEN STRONG GIRLS
1620 MURRAY AVENUE 3RD FLOORPITTSBURGHPA15217PCSUPPORT TO ADD A MONITORING, EVALUATION, AND LEARNING (MEL) COORDINATOR POSITION$10,000
BLACKBURN CENTER
PO BOX 398GREENSBURGPA15601PCFOR AN INITIATIVE TO PREVENT DOMESTIC AND SEXUAL VIOLENCE BY ADDRESSING ROOT CAUSES$120,000120000
PENNSYLVANIA ORGANIZATION FOR WOMEN IN EARLY RECOVERY (POWER)
7501 PENN AVENUE SUITE 8PITTSBURGHPA15208PCGENERAL OPERATING SUPPORT FOR SERVICES TO WOMEN IN RECOVERY$100,000
URBAN INSTITUTE
2100 M STREET NWWASHINGTONDC20037PCFOR AN ASSESSMENT OF ALLEGHENY COUNTY'S RESPONSE TO DOMESTIC VIOLENCE AGRESSORS/OFFENDERS$21,765
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$501,615TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,368,012ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$460,309ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,828,321ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,828,321TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUDIT AND TAX$14,232$712$13,520
BOOKKEEPING$10,812$541$10,271
PAYROLL PROCESSING$1,814$0$1,814

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyXEROX COPIERPropertyDesc
Acquired2014-07-01AcquiredDt
Cost Or Other Basis$5,100CostOrOtherBasisAmt
Prior Year Depreciation$5,100PriorYearDepreciationAmt
Computation MethodSLComputationMethodTxt
Life5.000000000000LifeRt
Current Year Expense$0CurrentYearExpenseAmt
Net Investment Income$0NetInvestmentIncomeAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AAC INSTITUTEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11100 WASHINGTON AVE SUITE 317AddressLine1Txt
CityCARNEGIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP15106ZIPCd
FieldValueIRS element (for citing)
Grant2019-05-09GrantDt
Grant$5,000GrantAmt
Purpose Of GrantTO SUPPORT PROGRAMS FOR CHILDREN WITH DISABILITIES WHO USE AUGMENTATIVE COMMUNICATIONPurposeOfGrantTxt
Expended By Grantee$5,000ExpendedByGranteeAmt
Verification2019-06-27VerificationDt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
FORM 990PF, PART XV, LINE 2B, 2C, AND 2DFISA 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 CHIEF INVESTMENT ADVISORS (HIRTLE, CALLAGHAN & CO.) AND CUSTODIAN (DEUTSCHE BANK). 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. -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. - TRAIN HEALTH PROFESSIONALS TO MORE EFFECTIVELY WORK WITH INDIVIDUALS WITH DISABILITIES. - 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: - ENGAGING MEN AND BOYS IN CHANGING MEN'S BEHAVIOR AND ATTITUDES - INCREASING OFFENDER ACCOUNTABILITY - INCREASING BYSTANDER INTERVENTION - 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).
990 PF, STATEMENT 4THE OTHER DISCONTINUED OPERATIONS EXPENSES REFERENCED IN STATEMENT 4 REPRESENT CASH PAYMENTS MADE BY FISA FOUNDATION THAT RELATE TO DISCONTINUED OPERATIONS ASSUMED BY FISA FROM THE SALE OF HARMARVILLE REHABILITATION CENTER AND ARE CONSIDERED TO BE DISBURSEMENTS FOR CHARITABLE PURPOSES PURSUANT TO THE PRIVATE RULING LETTER.
FORM 990PF, PART IX-A, LINE 1IN 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. FOR EXAMPLE, 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: " PRODUCED TOOLKITS FOR NONPROFITS ON ADDING DIVERSITY TO NONPROFIT BOARDS, AND MORE INCLUSIVE RECRUITING PRACTICES TO HELP GIRL-SERVING AGENCIES REACH GIRLS WITH DISABILITIES." 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 ABOUT SEXUAL HARASSMENT IN SCHOOLS, HEALTH, EDUCATION, TRAUMA, JUVENILE JUSTICE INVOLVEMENT. AS A DIRECT OUTGROWTH OF THESE MEETINGS, FISA COMMISSIONED ALLEGHENY COUNTY JUVENILE PROBATION TO CREATE A DASHBOARD TO MAKE DATA PUBLICLY AVAILABLE. " ASSISTED WOMEN'S LAW PROJECT IN CONCEPTUALIZING AND LAUNCHING #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 (24 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
HIRTLE CALLAGHAN PRIVATE EQUITY FUND VFMV$3,945$3,945
HC PRIVATE EQUITY OFFSHORE FUND VIFMV$340,187$340,187
HC TOTAL RETURN II OFFSHORE FUNDFMV$4,192,652$4,192,652
HC PRIVATE EQUITY OFFSHORE FUND VIIFMV$435,547$435,547
DWS MONEY MARKET FUNDSFMV$489,435$489,435
HIRTLE CALLAGHAN CAPITAL TRUST FIXED INCOME OPPORTUNITY PORTFOLIOFMV$1,587,777$1,587,777
HIRTLE CALLAGHAN TRUST VALUE EQUITY PORTFOLIOFMV$6,966,896$6,966,896
HIRTLE CALLAGHAN TRUST GROWTH PORTFOLIOFMV$6,933,929$6,933,929
HIRTLE CALLAGHAN SMALL CAP EQUITY PORTFOLIOFMV$595,398$595,398
HIRTLE CALLAGHAN INTERNATIONAL EQUITY PORTFOLIOFMV$7,454,540$7,454,540
VANGUARD FIXED INCOME SECS FUND INFLATION PROTECTED SECS FUNDFMV$1,409,078$1,409,078
HC CAPITAL TRUST EMERGIN MARKETS PORTFOLIOFMV$3,711,772$3,711,772
HC TRUST US CORPORATE FIXED INCOME SECURITIES PORTFOLIOFMV$1,039,196$1,039,196
HC TRUST US GOVERNMENT FIXED INCOME SECURITIES PORTFOLIOFMV$865,423$865,423
HC CAPITAL TRUST US MORTGAGE/ASSET BACK FIXED INCOME SECURITIESFMV$830,334$830,334
PE VIII OFFSHOREFMV$84,772$84,772
HIRTLE CALLAGHAN PRIVATE EQUITY FUND IXFMV$820,043$820,043
HC CAPITAL TRUST REAL ESTATE SECURITIESFMV$526,240$526,240
HIRTLE CALLAGHAN PRIVATE EQUITY FUND XFMV$853,651$853,651
HIRTLE CALLAGHAN PRIVATE EQUITY FUND XIFMV$353,814$353,814
ISHARES 1-3 YEAR CREDIT BOND ETFFMV$400,800$400,800
SPDR SERIES TRUST PORTFOLIO SHORT ETFFMV$338,580$338,580
VANGUARD SHORT TERM CORPORATE BOND ETFFMV$403,400$403,400
OTHER INVESTMENTSFMV$117,049$117,049

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemXEROX COPIERCategoryOrItemTxt
Cost Or Other Basis$5,100CostOrOtherBasisAmt
Accumulated Depreciation$5,100AccumulatedDepreciationAmt
Book Value$0BookValueAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SECURITY DEPOSIT$4,094$4,094$4,094
PREPAID BENEFITS$680$680$680
TRAVEL ADVANCE$876$0$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES AND SUBSCRIPTIONS$5,263$0$5,263
INSURANCE$5,148$0$5,148
MISCELLANEOUS$7,850$0$7,850
OTHER DISCONTINUED OPERATIONS$10,865$0$10,865
SOFTWARE/ HARDWARE$13,647$0$13,647
WEBSITE$3,580$0$3,580
OFFICE SUPPLIES$8,862$0$8,862

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$150,800Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTING FEES$144,905$144,905$0
BANKING FEES$32,474$32,474$0
OTHER OUTSIDE SERVICES$3,264$0$3,264

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAXES$32,866$0$0
UBIT$1,000$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.