FISA FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
FISA FOUNDATION (EIN 25-0965388)
Tax period
2017-07-01 to 2018-06-30
Filed
2018-10-19
IRS object ID
201802929349100805
Schema version
2017v2.3
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)
Return2018-10-19T14:34:46-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

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 Begin2017-07-01TaxPeriodBeginDt

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
Signature2018-10-19SignatureDt
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)
IP2018-10-19IPDt
IP Tm14:34:33IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9D77D5089F6CFDFA10E33FA204CA8B8BB51CC565AtSubmissionCreationDeviceId
At Submission Filing Device Id490BE05DA1A8F9617A7A5AED64827737226F122AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$41,045,433FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$237,208ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$1,216,370DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,216,370DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$861,832NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,317,092GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$861,832CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,315,410TotalRevAndExpnssAmt
Total Net Invst Incm$2,078,202TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$146,534CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,832CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$144,702CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$143,380OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$3,154OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$140,226OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$62,412PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$1,248PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$61,164PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$15,044LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$752LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$14,292LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$26,327AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,230AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$25,097AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$192,385OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$183,915OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$8,470OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$18,861TaxesRevAndExpnssAmt
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$60,937OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$61,942OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$23,418TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$24,294TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$20,176PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$24,937PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$69,484OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$69,484OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$779,978TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$192,131TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$574,608TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,463,973ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,559,598ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,243,951TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$192,131TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,134,206TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$71,459ExcessRevenueOverExpensesAmt
Net Investment Income$1,886,071NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$40,428CashBOYAmt
Cash EOY$21,065CashEOYAmt
Cash EOYFMV$21,065CashEOYFMVAmt
Sav And Temp Cash Invst BOY$146,056SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$197,696SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$197,696SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$10,039PrepaidExpensesBOYAmt
Prepaid Expenses EOY$6,178PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$6,178PrepaidExpensesEOYFMVAmt
Other Investments BOY$40,129,590OtherInvestmentsBOYAmt
Other Investments EOY$40,813,824OtherInvestmentsEOYAmt
Other Investments EOYFMV$40,813,824OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$5,100LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,080LandBldgEquipAccumDeprecAmt
Land BOY$2,040LandBOYAmt
Land EOY$1,020LandEOYAmt
Land EOYFMV$1,020LandEOYFMVAmt
Other Assets BOY$4,774OtherAssetsBOYAmt
Other Assets EOY$5,650OtherAssetsEOYAmt
Other Assets EOYFMV$5,650OtherAssetsEOYFMVAmt
Total Assets BOY$40,332,927TotalAssetsBOYAmt
Total Assets EOY$41,045,433TotalAssetsEOYAmt
Total Assets EOYFMV$41,045,433TotalAssetsEOYFMVAmt
Accounts Payable BOY$37,434AccountsPayableBOYAmt
Accounts Payable EOY$33,912AccountsPayableEOYAmt
Grants Payable BOY$236,625GrantsPayableBOYAmt
Grants Payable EOY$141,000GrantsPayableEOYAmt
Total Liabilities BOY$274,059TotalLiabilitiesBOYAmt
Total Liabilities EOY$174,912TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$40,058,868UnrestrictedBOYAmt
Unrestricted EOY$40,655,185UnrestrictedEOYAmt
Temporarily Restricted EOY$95,000TemporarilyRestrictedEOYAmt
Permanently Restricted EOY$120,336PermanentlyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$40,058,868TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$40,870,521TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$40,332,927TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$41,045,433TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$40,058,868TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$71,459ExcessRevenueOverExpensesAmt
Other Increases$740,194OtherIncreasesAmt
Subtotal$40,870,521SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$40,870,521TotNetAstOrFundBalancesEOYAmt

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$408,554$408,554$408,554
PUBLICLY TRADED SECURITIESP$2,908,538$453,278$453,278$2,455,260
FieldValueIRS element (for citing)
Capital Gain Net Income$861,832CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,992,868AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$38,838,291NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051312DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,934,859AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$37,298,578NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051875DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,032,378AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$41,224,138NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049301DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,119,165AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$42,209,845NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050205DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,992,522AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$39,755,405NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050120DistributionYr5Rt
Total Distribution0.252813TotalDistributionRt
Average Distribution0.050563AverageDistributionRt
Net Vl Noncharitable Assets$41,055,496NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,075,889AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$18,861NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,094,750AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,134,206QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$18,861InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$18,861SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$18,861TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$24,879EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$24,879TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,018OverpaymentAmt
Applied To ES Tax$6,018AppliedToESTaxAmt
Refund$0RefundAmt

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROSA COPELAND MILLER
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD PRESIDENT10.00$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
LYNETTE R LEDERMAN
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 MEMBER2.00$0$0$0
JANE C BURGER
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER2.00$0$0$0
TINA CALABRO
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER3.00$0$0$0
SUSAN CARDILLO
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
EVELYN SAVIDO
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER3.00$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
KRISTY TRAUTMANN
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222EXECUTIVE DIRECTORS50.00$146,534$20,764$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$83,553$9,001$4,680
SUSAN CLARKE
535 SMITHFIELD STREET - SUITE 710PITTSBURGHPA15222OFFICE MANAGER37.50$58,018$13,488$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$150,328CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SEE STATEMENT 13Description1Txt
Expenses1$228,897Expenses1Amt

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$34,473,800AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$122,498AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$7,084,409FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$41,680,707TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$41,680,707AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$625,211CashDeemedCharitableAmt
Net Vl Noncharitable Assets$41,055,496NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,052,775MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,052,775MinimumInvestmentReturnAmt
Tax Based On Investment Income$18,861TaxBasedOnInvestmentIncomeAmt
Income Tax$86IncomeTaxAmt
Total Tax$18,947TotalTaxAmt
Distributable Before Adj$2,033,828DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,033,828DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,033,828DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,134,206ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,134,206QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$18,861PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,115,345AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,033,828DistributableAsAdjustedAmt
Undistributed Income PY$876,777UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,134,206QualifyingDistributionsAmt
Applied To Year1$876,777AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,257,429AppliedToCurrentYearAmt
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$776,399UndistributedIncomeCYAmt
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 (64 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$30,000
ACTION-HOUSING INC
611 WILLIAM PENN PLACE SUITE 800PITTSBURGHPA15219PCTO SUPPORT THE HOUSING CONNECTOR, ASSISTING PEOPLE WITH DISABILITIES TO FIND HOUSING$45,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF PENNSYLVANIA
PO 60173PHILADELPHIAPA19102PCTO ADDRESS NEGATIVE EFFECTS OF SCHOOL POLICING ON GIRLS AND STUDENTS WITH DISABILITIES$50,000
AUTISM CONNECTION OF PA
35 WILSON STREET SUITE 100PITTSBURGHPA15223PCGENERAL OPERATING SUPPORT TO ASSIST INDIVIDUALS WITH AUTISM AND THEIR FAMILIES$30,000
CARNEGIE MUSEUMS OF PITTSBURGH THE ANDY WARHOL MUSEUM
117 SANDUSKY STREETPITTSBURGHPA15212PCTO SUPPORT THE ANDY WARHOL MUSEUM'S AUDIO GUIDE TO MAKE EXHIBITS ACCESSIBLE TO PEOPLE WHO ARE BLIND$25,000
CENTER FOR HEARING AND DEAF SERVICES
1945 FIFTH AVENUEPITTSBURGHPA15219PCTO TRAIN POLICE TO INTERACT WITH PEOPLE WHO HAVE HIDDEN DISABILITIES$5,000
THE CHILDREN'S HOME OF PITTSBURGH AND LEMIEUX FAMILY CENTER
5324 PENN AVENUEPITTSBURGHPA15224PCTO PROVIDE CHILDCARE FOR MEDICALLY FRAGILE INFANTS AND CHILDREN WITH DISABILITIES$20,000
THE CHILDREN'S INTITUTE
1405 SHADY AVENUEPITTSBURGHPA15217PCSUPPORT FOR CAMP SUCCESS FOR CHILDREN WITH DISABILITIES AND THEIR SIBLINGS$5,000
CLASS
1400 SOUTH BRADDOCK AVENUEPITTSBURGHPA15218PCSPONSORSHIP OF AN AWARDS DINNER TO HONOR LEADERS IN DISABILITY COMMUNITY$2,500
CONSUMER HEALTH COALITION
415 EAST OHIO STREET SUITE 300PITTSBURGHPA15212PCSUPPORT TO ADDRESS BARRIERS TO QUALITY, AFFORDABLE HEALTH CARE FOR PEOPLE WITH DISABILITIES$65,000
COURT APPOINTED SPECIAL ADVOCATES OF ALLEGHENY COUNTY
564 FORBES AVENUE SUITE 902PITTSBURGHPA15219PCTO PROVIDE ADVOCACY FOR CHILDREN WITH DISABILITIES WHO HAVE BEEN ABUSED$15,000
DUQUESNE UNIVERSITY OF THE HOLY SPIRIT
600 FORBES AVENUE MAIN ADMINISTRATIPITTSBURGHPA15282PCTO STRENGTHEN NURSING EDUCATION IN CARE FOR PEOPLE WITH DISABILITIES$25,000N BUILDING
EAST SUBURBAN CITIZEN ADVOCACY
4407 OLD WILLIAM PENN HIGHWAY SUITEMURRYSVILLEPA156681940PCTO PROMOTE ADVOCACY AND INCLUSION FOR PEOPLE WITH DISABILITIES$25,000300
EDUCATION LAW CENTER
429 FOURTH AVENUE SUITE 702PITTSBURGHPA15219PCSPONSORSHIP OF AN EVENT CELEBRATING ADVOCATES FOR STUDENTS WITH DISABILITIES$200
EDUCATION LAW CENTER
429 FOURTH AVENUE SUITE 702PITTSBURGHPA15219PCFOR ADVOCACY TO ENSURE THAT CHILDREN WITH DISABILITIES HAVE ACCESS TO APPROPRIATE EDUCATION$60,000
THE EMMAUS COMMUNITY OF PITTSBURGH
2821 SARAH STREETPITTSBURGHPA15203PCTO RECRUIT AND RETAIN DIRECT SUPPORT PROFESSIONALS WHO SERVE PEOPLE WITH DISABILITIES$25,000
FILM PITTSBURGH
1789 S BRADDOCK AVENUE 565PITTSBURGHPA15218PCSUPPORT FOR THE 2017 PITTSBURGH REELABILITIES, A DISABILITY-THEMED FILM FESTIVAL$5,000
JEWISH HEALTHCARE FOUNDATION
650 SMITHFIELD STREET SUITE 2400PITTSBURGHPA15222PCSUPPORT FOR PENNSYLVANIA HEALTH FUNDERS COLLABORATIVE$2,500
MILESTONE CENTERS INC
600 ROSS AVENUEPITTSBURGHPA15221PCTO PROVIDE INCLUSIVE COMMUNITY-BASED EXPERIENCES FOR ADULTS WITH INTELLECTUAL DISABILITIES$20,000
PEAL CENTER
2325 EAST CARSON STREET SUITE 100APITTSBURGHPA15203PCSPONSORSHIP OF THE INCLUSION AWARDS DINNER RECOGNIZING ADVOCATES FOR PEOPLE WITH DISABILITIES$1,000
PENNSYLVANIA HEALTH LAW PROJECT
2325 EAST CARSON STREET 1ST FLOORPITTSBURGHPA15203PCTO PROMOTE ACCESS TO HEALTHCARE FOR PEOPLE WITH DISABILITIES IN SOUTHWESTERN PENNSYLVANIA$75,000SUITE B
THE PITTSBURGH CULTURAL TRUST
803 LIBERTY AVENUEPITTSBURGHPA15222PCSUPPORT FOR AN AUTISM FRIENDLY PERFORMANCE OF WICKED$2,500
PITTSBURGH PROMISE
1901 CENTRE AVENUE SUITE 204PITTSBURGHPA15219PCTO ENCOURAGE PARTICIPATION IN THE PROMISE BY STUDENTS WITH DISABILITIES AND BLACK GIRLS$20,000
SIDE PROJECT INC
1400 BRADDOCK AVENUEPITTSBURGHPA15218PCSPONSORSHIP FOR THE PITTSBURGH CENTER FOR AUTISTIC ADVOCACY'S ANNUAL GALA$2,500
SPECIAL OLYMPICS PENNSYLVANIA
200 CEDAR RIDGE DRIVE SUITE 214PITTSBURGHPA15205PCTO PROVIDE INCLUSIVE SPORTS ACTIVITIES FOR HIGH SCHOOL STUDENTS WITH INTELLECTUAL DISABILITIES$5,000
TRANSITIONAL PATHS TO INDEPENDENT LIVING
69 EAST BEAU STREETWASHINGTONPA15301PCSUPPORT FOR THE PITTSBURGH DISABILITY MARCH AND ADA ANNIVERSARY RALLY$1,500
UNITED WAY OF SOUTHWESTERN PENNSYLVANIA
1250 PENN AVENUEPITTSBURGHPA15222PCSUPPORT FOR THE #IWANTTOWORK CAMPAIGN TO INCREASE EMPLOYMENT OF YOUNG ADULTS WITH DISABILITIES$10,000
UNITED WAY OF SOUTHWESTERN PENNSYLVANIA
1250 PENN AVENUEPITTSBURGHPA15222PCSUPPORT FOR 21 AND ABLE, TO IMPROVE THE TRANSITION TO ADULTHOOD FOR YOUTH WITH DISABILITIES$50,000
US BUSINESS LEADERSHIP NETWORK
1310 BRADDOCK PLACE SUITE 101ALEXANDRIAPA22314PCTO INCREASE EMPLOYMENT OF PEOPLE WITH DISABILITIES IN SOUTHWEST PENNSYLVANIA$25,000
WESTERN PENNSYLVANIA SCHOOL FOR BLIND CHILDREN
201 NORTH BELLEFIELD AVENUEPITTSBURGHPA152131499PCSUPPORT FOR CONSTRUCTION OF A PEDESTRIAN BRIDGE$10,000
EAST END COOPERATIVE MINISTRY
6140 STATION STREETPITTSBURGHPA15206PCSUPPORT FOR AN INTERVENTION PROGRAM FOR AT-RISK GIRLS$60,000
GIRLS HOPE OF PITTSBURGH
1005 BEAVER GRADE ROAD SUITE 103CORAOPOLISPA15108PCGENERAL OPERATING SUPPORT FOR A RESIDENTIAL PROGRAM FOR GIRLS$15,000
GWEN'S GIRLS INC
711 WEST COMMONS STREETPITTSBURGHPA15212PCTO SUPPORT GIRLS TO ATTEND A PLAY ON DATING VIOLENCE AND MEET WITH A RESEARCHER ON BLACK GIRLHOOD$5,000
GWEN'S GIRLS INC
711 WEST COMMONS STREETPITTSBURGHPA15212PCTO ADVANCE EQUITY FOR BLACK GIRLS IN ALLEGHENY COUNTY$47,975
GWEN'S GIRLS INC
711 WEST COMMONS STREETPITTSBURGHPA15212PCSPONSORSHIP FOR THE SEE THE BEST IN ME AWARDS DINNER AND BLACK GIRLS EQUITY SUMMIT$5,000
NEW CASTLE COMMUNITY YMCA
20 WEST WASHINGTON STREETNEW CASTLEPA16101PCSUPPORT FOR THE DIAMOND GIRLS MENTORING PROGRAM$9,000
PENNSYLVANIA COALITION AGAINST DOMESTIC VIOLENCE
3605 VARTAN WAY SUITE 101HARRISBURGPA171109335PCSUPPORT FOR DOMESTIC VIOLENCE PREVENTION EFFORTS IN SOUTHWEST PENNSYLVANIA$40,000
PITTSBURGH ACTION AGAINST RAPE
81 SOUTH 19TH STREETPITTSBURGHPA15203PCEVENT TO EMPOWER STUDENTS TO STOP SEXUAL VIOLENCE IN ALLEGHENY COUNTY$5,000
PLANNED PARENTHOOD OF WESTERN PENNSYLVANIA INC
933 LIBERTY AVENUEPITTSBURGHPA15222PCSUPPORT FOR GENDER-BASED-VIOLENCE PREVENTION PROGRAMS$120,298
RULING OUR EXPERIENCES INC
1335 DUBLIN RAOD SUITE 18ACOLUMBUSOH43215PCSPEAKER HONORARIUM FOR A PRESENTATION ON GIRLS EMPOWERMENT$21,625
URBAN LEAGUE OF GREATER PITTSBURGH
610 WOOD STREETPITTSBURGHPA15222PCSUPPORT FOR THE BLACK FEMALE LEADERSHIP DEVELOPMENT INSTITUTE$30,000
WOMEN AND GIRLS FOUNDATION OF SOUTHWEST PENNSYLVANIA
100 WEST STATION SQUARE DRIVE SUITEPITTSBURGHPA15219PCSUPPORT FOR GIRLGOV, A PROGRAM THAT EMPOWERS HIGH SCHOOL GIRLS$30,000315
WOMEN'S LAW PROJECT - WESTERN PA OFFICE
428 FORBES AVENUE SUITE 1710PITTSBURGHPA15219PCTO ADVOCATE FOR GENDER EQUITY IN SCHOOLS USING TITLE IX$40,000
ALLEGHENY COUNTY BAR FOUNDATION
400 KOPPERS BUILDING 436 7TH AVENUEPITTSBURGHPA15219PCTO PROVIDE FREE LEGAL ADVICE TO HELP VICTIMS OF DOMESTIC VIOLENCE GET DIVORCED FROM ABUSIVE SPOUSES$5,000
BETHLEHEM HAVEN
FIFTH AVENUE COMMONS 905 WATSONPITTSBURGHPA15219PCGENERAL OPERATING SUPPORT FOR SERVICES TO HOMELESS WOMEN$40,000STREET
BLACK POLITICAL EMPOWERMENT PROJECT (B-PEP)
C/O FREEDOM UNLIMITED INC 2201PITTSBURGHPA15219PCSUPPORT FOR A COMMUNITY-WIDE SUMMIT ON VIOLENCE AGAINST WOMEN$500WYLIE AVENUE
CITY MISSION - LIVING STONES INC
155 N GALLATIN AVENUEUNIONTOWNPA15401PCSUPPORT FOR THE EMERGENCY SHELTER FOR HOMELESS WOMEN$25,000
CRISIS CENTER NORTH INC
PO BOX 101093PITTSBURGHPA15237PCSPONSORSHIP FOR AN EVENT ADDRESSING DOMESTIC VIOLENCE$1,000
FAYETTE COUNTY COMMUNITY ACTION AGENCY INC
108 NORTH BEESON BOULEVARDUNIONTOWNPA15401PCSUPPORT FOR THE NURSE FAMILY PARTNERSHIP HOME VISITATION PROGRAM FOR LOW-INCOME FIRST-TIME MOTHERS$40,000
HEARTH
3724 MOUNT ROYAL BOULEVARDGLENSHAWPA15116PCSUPPORT FOR TRANSITIONAL HOUSING SERVICES FOR HOMELESS WOMEN$25,000
THE MIDWIFE CENTER FOR BIRTH AND WOMEN'S HEALTH
2825 PENN AVENUEPITTSBURGHPA15222PCFOR COMMUNITY OUTREACH TO WOMEN OF COLOR AND WOMEN WITH DISABILITIES$20,000
THE OPED PROJECT PUBLIC KNOWLEDGE FUND
175 VARICK STREETNEW YORKNY100144604PCSUPPORT FOR THE WRITE TO CHANGE THE WORLD PROGRAM FOR FISA GRANTEES$5,000
PUBLICSOURCE
746 E WARRINGTON AVENUEPITTSBURGHPA15210PCSUPPORT FOR AN EVENT FEATURING TARANA BURKE, FOUNDER OF THE #METOO MOVEMENT$5,000
SISTERS PLACE INC
418 MITCHELL AVENUECLAIRTONPA150251409PCGENERAL OPERATING SUPPORT FOR SERVICES TO ASSIST HOMELESS MOTHERS$30,000
STANDING FIRM AT WOMEN'S CENTER AND SHELTER OF GREATER PITTSBURGH
PO 9024PITTSBURGHPA152240024PCTO EMPOWER EMPLOYERS TO RECOGNIZE AND RESPOND TO THE WORKPLACE EFFECTS OF PARTNER VIOLENCE.$50,000
SUSAN G KOMEN FOR THE CURE
1133 SOUTH BRADDOCK AVENUE SUITE 1APITTSBURGHPA15218PCSPONSORSHIP OF THE 2018 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
WOMEN'S CENTER & SHELTER OF GREATER PITTSBURGH
PO BOX 9024PITTSBURGHPA152240024PCSUPPORT FOR A CAPITAL CAMPAIGN TO RENOVATE THE EMERGENCY DOMESTIC VIOLENCE SHELTER$35,000
WOMEN'S CENTER & SHELTER OF GREATER PITTSBURGH
PO BOX 9024PITTSBURGHPA152240024PCSUPPORT TO HOST THE APRIL 2018 BOARD MEETING$500
YWCA GREATER PITTSBURGH
305 WOOD STREETPITTSBURGHPA15222PCSPONSORSHIP FOR THE 150TH ANNIVERSARY GALA$5,000
THE FORBES FUND
5 PPG PLACE SUITE 250PITTSBURGHPA152225405SO ISUPPORT FOR THE 2017 NONPROFIT SUMMIT$1,500
GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS
1725 DESALES STREET NW SUITE 404WASHINGTONDC20036PCSPONSORSHIP FOR THE 2017 NATIONAL CONFERENCE IN PITTSBURGH$2,500
RULING OUR EXPERIENCES INC
1335 DUBLIN RAOD SUITE 18ACOLUMBUSOH43215PCSPEAKER HONORARIUM FOR A PRESENTATION ON GIRLS EMPOWERMENT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,559,598TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF PENNSYLVANIA
PO BOX 60173PHILADELPHIAPA19102PCTO ADDRESS NEGATIVE EFFECTS OF SCHOOL POLICING ON GIRLS AND STUDENTS WITH DISABILITIES$50,000
EAST SUBURBAN CITIZEN ADVOCACY
4407 OLD WILLIAM PENN HIGHWAY SUITEMURRYSVILLEPA156681940PCTO PROMOTE ADVOCACY AND INCLUSION FOR PEOPLE WITH DISABILITIES$25,000300
US BUSINESS LEADERSHIP NETWORK
1310 BRADDOCK PLACE SUITE 101ALEXANDRIAVA22314PCTO INCREASE EMPLOYMENT OF PEOPLE WITH DISABILITIES IN SOUTHWEST PENNSYLVANIA$25,000
NEW CASTLE COMMUNITY YMCA
20 WEST WASHINGTON STREETNEW CASTLEPA16101PCSUPPORT FOR THE DIAMOND GIRLS MENTORING PROGRAM$16,000
CITY MISSION - LIVING STONES INC
155 N GALLATIN AVENUEUNIONTOWNPA15401PCSUPPORT FOR THE EMERGENCY SHELTER FOR HOMELESS WOMEN$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$141,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,216,370ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$861,832ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business525990BusinessCd
Unrelated Business Taxbl Incm-$152UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$152ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$152UnrelatedBusinessTaxblIncmAmt
Exclusion$2,078,354ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,078,202TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
THE GORMAN TRUST (BNYM WEALTH MANAGEMENT)
1500 GRANT STREETPITTSBURGHPA15219$120,336Yes (X)
THE ESTATE OF THOMAS E LONG
22412 FOXFIELD DRIVEGLENSHAWPA15116$100,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUDIT AND TAX$13,822$691$13,131
BOOKKEEPING$10,780$539$10,241
PAYROLL PROCESSING$1,725$0$1,725

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyXEROX COPIERPropertyDesc
Acquired2014-07-01AcquiredDt
Cost Or Other Basis$5,100CostOrOtherBasisAmt
Prior Year Depreciation$3,060PriorYearDepreciationAmt
Computation MethodSLComputationMethodTxt
Life5.000000000000LifeRt
Current Year Expense$1,020CurrentYearExpenseAmt
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)
Grant2018-03-27GrantDt
Grant$5,000GrantAmt
Purpose Of GrantTO SUPPORT PROGRAMS FOR CHILDREN WITH DISABILITIES WHO USE AUGMENTATIVE COMMUNICATIONPurposeOfGrantTxt
Expended By Grantee$5,000ExpendedByGranteeAmt
Verification2018-09-25VerificationDt

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 EVENTUALLY GREW TO BE 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).FISA VIEWS ITS GRANTEES AS PARTNERS AND FOSTERS CRITICAL CONNECTIONS AMONG PEOPLE, IDEAS, AND RESOURCES. CONSISTENT WITH ITS HISTORICAL MISSION, FISA SERVES AS A CHANGE AGENT BY RAISING AWARENESS ABOUT THE NEEDS OF ITS THREE UNDERSERVED AND UNDERFUNDED POPULATIONS, AND BY SUPPORTING ADVOCACY EFFORTS TO ADVANCE SYSTEMIC CHANGE. AS A RESULT, MORE ATTENTION IS BEING PAID TO THE NEEDS OF GIRLS AND WOMEN, AND PEOPLE WITH DISABILITIES.
990 PF, STATEMENT 5THE OTHER DISCONTINUED OPERATIONS EXPENSES REFERENCED IN STATEMENT 5 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:IN RECENT YEARS MANY FUNDING STREAMS IMPACTING WOMEN, GIRLS, AND INDIVIDUALS WITH DISABILITIES HAVE CHANGED, IMPACTING THE CAPACITY OF SOME OF THE FOUNDATION'S LONG-TERM PARTNERS. FISA HAS BEGUN TO IDENTIFY A FEW SPECIFIC COMMUNITY NEEDS THAT COULDN'T BE ADDRESSED WELL BY A NONPROFIT PARTNER OR GRANTEE. IN RESPONSE, THE FOUNDATION HAS ASSUMED INCREASING ADMINISTRATIVE AND LEADERSHIP RESPONSIBILITY FOR EVENTS AND TIME LIMITED PROGRAMS THAT ADVANCE ITS MISSION. EXAMPLES INCLUDE:- AS PART OF ITS WORK TO PREVENT DOMESTIC AND SEXUAL VIOLENCE, FISA IDENTIFIED A GAP IN COORDINATING EFFORTS AND RALLYING PUBLIC LEADERSHIP FOR CULTURAL 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 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 TRAININGS FOCUSED ON CHANGING WORKPLACE CULTURE TO PREVENT SEXUAL HARASSMENT. - FOR THE PAST FIVE YEARS, FISA CO-SPONSORED AND CO-PRODUCED REELABILITIES: A DISABILITY THEMED FILM FESTIVAL TO RAISE AWARENESS OF ISSUES FACING PEOPLE WITH DISABILITIES THROUGH FILMS AND SUPPLEMENTAL PROGRAMMING. FISA STAFF AND VOLUNTEERS WERE INITIALLY DEEPLY ENGAGED IN YEAR-ROUND PLANNING, PROGRAM DEVELOPMENT, MARKETING AND IMPLEMENTATION. AS ITS NONPROFIT PARTNER, FILM PITTSBURGH, HAS GAINED KNOWLEDGE ABOUT THE DISABILITY COMMUNITY, RESPONSIBILITY IS BEING TRANSFERRED AND IN THE FUTURE FISA WILL ASSUME A MORE TRADITIONAL SPONSOR ROLE. - LAST YEAR FISA PROVIDED ADMINISTRATIVE SUPPORT FOR SELF-ADVOCATES FROM THE DISABILITY COMMUNITY IN THE FORM OF COORDINATING MEETINGS WITH THE PITTSBURGH POLICE, THE PITTSBURGH INTERNATIONAL AIRPORT, AND OTHER PUBLIC AND PRIVATE ENTITIES TO PROMOTE AN ACCESSIBLE AND WELCOMING COMMUNITY FOR INDIVIDUALS WITH DISABILITIES. THESE EFFORTS HAVE CONTINUED AND HAVE RESULTED IN ADDITIONAL TECHNICAL ASSISTANCE AND FUNDING.COMMISSIONING REPORTS:FISA PERIODICALLY ISSUES REPORTS ON TOPICS RELATED TO ITS MISSION. MOST RECENTLY, FISA CO-PRODUCED AND SPONSORED A REPORT DRAWING ATTENTION TO THE INEQUITIES FACING BLACK GIRLS IN PITTSBURGH AND ALLEGHENY COUNTY. THE REPORT INCLUDED DATA ON HEALTH, EDUCATION, CHILD WELFARE AND THE JUVENILE JUSTICE SYSTEM AND HAS BEEN AN IMPORTANT TOOL FOR ADVOCACY AND ORGANIZING. CONVENING WORKGROUPS TO CREATE IMPACT:FISA'S STAFF CONVENES COMMUNITY WORKGROUPS TO STUDY ISSUES AND PROMOTE COMMUNITY ACTION. OVER THE PAST SEVERAL YEARS, THE FOUNDATION HAS INITIATED DISCUSSIONS ABOUT ADDRESSING ABUSE OF PEOPLE WITH DISABILITIES, IMPROVING ACCESS TO HEALTH CARE AND DENTAL CARE FOR INDIVIDUALS WITH SEVERE 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: - PILOTED "ADVOCACY IN ACTION," AN E-NEWSLETTER FOR GRANTEES AND PARTNERS HIGHLIGHTING HELPFUL RESOURCES TO STRENGTHEN NONPROFIT ADVOCACY.- PRODUCED TOOLKITS FOR NONPROFITS ON ADDING DIVERSITY TO NONPROFIT BOARDS, AND MORE INCLUSIVE RECRUITING PRACTICES TO HELP GIRL-SERVING AGENCIES REACH GIRLS WITH DISABILITIES.- DISTRIBUTED RESOURCES ON SEXUAL HARASSMENT TO GRANTEES.- CONTINUED TO PARTICIPATE 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 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. FISA ALSO SUPPORTED DEVELOPMENT OF A VIDEO CAMPAIGN (NOMOREK12) TO DRAW ATTENTION TO SEXUAL HARASSMENT IN SCHOOLS. - FUNDED AND PARTICIPATED IN A YEAR-LONG PROGRAM WITH VERA INSTITUTE OF JUSTICE TO BUILD THE CAPACITY OF DISABILITY AND DOMESTIC VIOLENCE/RAPE CRISIS ORGANIZATIONS TO ADDRESS ABUSE OF PEOPLE WITH DISABILITIES. - 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 (25 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
HIRTLE CALLAGHAN PRIVATE EQUITY FUND VFMV$101,941$101,941
HC PRIVATE EQUITY OFFSHORE FUND VIFMV$472,266$472,266
HC TOTAL RETURN II OFFSHORE FUNDFMV$4,175,489$4,175,489
HC PRIVATE EQUITY OFFSHORE FUND VIIFMV$525,130$525,130
DWS MONEY MARKET FUNDSFMV$455,215$455,215
HIRTLE CALLAGHAN CAPITAL TRUST FIXED INCOME OPPORTUNITY PORTFOLIOFMV$1,638,366$1,638,366
HIRTLE CALLAGHAN TRUST VALUE EQUITY PORTFOLIOFMV$4,182,056$4,182,056
HIRTLE CALLAGHAN TRUST GROWTH PORTFOLIOFMV$5,184,068$5,184,068
HIRTLE CALLAGHAN SMALL CAP EQUITY PORTFOLIOFMV$569,896$569,896
HIRTLE CALLAGHAN INTERNATIONAL EQUITY PORTFOLIOFMV$8,819,136$8,819,136
HIRTLE CALLAGHAN CAPITAL TRUST COMMODITY RELATED SECURITIES PORTFOLIOFMV$2,223,167$2,223,167
VANGUARD FIXED INCOME SECS FUND INFLATION PROTECTED SECS FUNDFMV$1,531,283$1,531,283
HC CAPITAL TRUST EMERGIN MARKETS PORTFOLIOFMV$3,984,184$3,984,184
HC TRUST US CORPORATE FIXED INCOME SECURITIES PORTFOLIOFMV$1,103,362$1,103,362
HC TRUST US GOVERNMENT FIXED INCOME SECURITIES PORTFOLIOFMV$964,742$964,742
HC CAPITAL TRUST US MORTGAGE/ASSET BACK FIXED INCOME SECURITIESFMV$773,281$773,281
PE VIII OFFSHOREFMV$116,200$116,200
HIRTLE CALLAGHAN PRIVATE EQUITY FUND IXFMV$870,804$870,804
HC CAPITAL TRUST REAL ESTATE SECURITIESFMV$562,648$562,648
HIRTLE CALLAGHAN PRIVATE EQUITY FUND XFMV$581,302$581,302
HIRTLE CALLAGHAN PRIVATE EQUITY FUND XIFMV$120,941$120,941
ISHARES 1-3 YEAR CREDIT BOND ETFFMV$528,870$528,870
SPDR SERIES TRUST PORTFOLIO SHORT ETFFMV$693,680$693,680
VANGUARD SHORT TERM CORPORATE BOND ETFFMV$515,461$515,461
OTHER INVESTMENTSFMV$120,336$120,336

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemXEROX COPIERCategoryOrItemTxt
Cost Or Other Basis$5,100CostOrOtherBasisAmt
Accumulated Depreciation$4,080AccumulatedDepreciationAmt
Book Value$1,020BookValueAmt
EOYFMV$1,020EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$15,044LegalFeesAmt
Net Investment Income$752NetInvestmentIncomeAmt
Disbursements Charitable Prps$14,292DisbursementsCharitablePrpsAmt

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$876

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES AND SUBSCRIPTIONS$4,944$0$4,944
INSURANCE$4,995$0$4,995
MISCELLANEOUS$5,205$0$5,205
OTHER DISCONTINUED OPERATIONS$37,020$0$37,020
SOFTWARE/ HARDWARE$9,196$0$9,196
WEBSITE$2,493$0$2,493
OFFICE SUPPLIES$5,631$0$5,631

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$740,194Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTING FEES$150,328$150,328$0
BANKING FEES$33,587$33,587$0
OTHER OUTSIDE SERVICES$8,470$0$8,470

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$18,861Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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