FISA FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FISA FOUNDATION (EIN 25-0965388)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-05
- IRS object ID
- 202533099349101538
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-05T13:08:41-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251622758 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAHER DUESSEL CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 503 MARTINDALE STREET SUITE 600 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 250965388 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FISA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FISA | BusinessNameControlTxt |
| Phone | 4124565550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 SMITHFIELD STREET 710 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTY M TRAUTMANN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4124565550 | PhoneNum |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE L BRYAN | PreparerPersonNm |
| PTIN | P01306133 | PTIN |
| Phone | 4124715500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $48,944,981 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $422,806 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,022,412 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,022,412 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,241,410 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,926,932 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,241,410 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,686,628 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,263,822 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $188,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,256 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $185,744 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $228,550 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $4,546 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $222,776 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $104,084 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,082 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $102,002 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,667 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,699 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $33,968 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $286,378 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $223,433 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $63,649 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,214 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $67,848 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $68,091 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $17,358 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,358 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,008 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $5,008 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $34,372 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,372 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $995,479 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $234,016 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $732,968 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,716,032 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,492,706 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,711,511 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $234,016 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,225,674 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,883 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,029,806 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,123 | CashBOYAmt |
| Cash EOY | $97,675 | CashEOYAmt |
| Cash EOYFMV | $97,675 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $114,682 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $222,890 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $222,890 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $45,762,997 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $48,366,548 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $48,366,548 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,100 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,100 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $296,911 | OtherAssetsBOYAmt |
| Other Assets EOY | $257,868 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $257,868 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $46,217,713 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,944,981 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,944,981 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $38,451 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $38,975 | AccountsPayableEOYAmt |
| Grants Payable BOY | $480,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $707,525 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $276,543 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $240,676 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $794,994 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $987,176 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $45,297,566 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $47,826,373 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $125,153 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $131,432 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $45,422,719 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,957,805 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,217,713 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $48,944,981 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $45,422,719 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,883 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,559,969 | OtherIncreasesAmt |
| Subtotal | $47,957,805 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,957,805 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $14,668,392 | $13,685,522 | $982,870 | $982,870 |
| CAPITAL GAINS DISTRIBUTIONS | P | $19,581 | $19,581 | $19,581 | |
| PRIVATE EQUITY | P | $238,959 | $238,959 | $238,959 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,241,410 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,214 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,214 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,214 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,303 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,303 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,911 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.FISAFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | SUSAN M CLARKE | IndividualWithBooksNm |
| Phone | 4124565550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 SMITHFIELD STREET - SUITE 710 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (19 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RACHEL KALLEM WHITMAN | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER (EXITED 4/2025) | 2.00 | $0 | $0 | $0 |
| KAREN FARMER WHITE | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD PRESIDENT | 2.00 | $0 | $0 | $0 |
| LYNETTE R LEDERMAN | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | IMMEDIATE PAST PRESIDENT | 2.00 | $0 | $0 | $0 |
| CHATON T TURNER | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| PAULA DAVIS | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD SECRETARY | 2.00 | $0 | $0 | $0 |
| LINDA BURKE | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| BLAYRE HOLMES DAVIS | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| SUSAN DAVIS | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| PAULA GARRET | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| PEGGY HARRIS | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| LIZ HEALEY | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| ENA LEBEL | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| JENNIFER R LUNDY | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD TREASURER | 2.00 | $0 | $0 | $0 |
| JORDANA STEPHENS | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| KRISTY TRAUTMANN | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | EXECUTIVE DIRECTOR | 40.00 | $188,000 | $26,526 | $2,830 |
| CLAUDETTE LEWIS | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| SARAH PIOT | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| BERNADETTE SMITH | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
| SUE CARDILLO | ||||||||
| 535 SMITHFIELD STREET SUITE 710 | PITTSBURGH | PA | 15222 | BOARD MEMBER | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| RENEE LASIN | ||||||||
| 535 SMITHFIELD STREET - SUITE 710 | PITTSBURGH | PA | 15222 | PROGRAM OFFICER | 40.00 | $108,377 | $11,245 | $2,847 |
| SUSAN CLARKE | ||||||||
| 535 SMITHFIELD STREET - SUITE 710 | PITTSBURGH | PA | 15222 | OFFICE MANAGER | 37.50 | $73,670 | $16,816 | $1,200 |
| ADRIANA BERNAL | ||||||||
| 535 SMITHFIELD STREET - SUITE 710 | PITTSBURGH | PA | 15222 | COMMUNICATIONS ASSOC | 40.00 | $40,712 | $10,273 | $1,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE BANK NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET 47TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORS | ServiceTypeTxt |
| Compensation | $171,884 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE STATEMENT 13 | Description1Txt |
| Expenses1 | $358,608 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $36,516,516 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $244,415 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,683,585 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,444,516 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,444,516 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $711,668 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,732,848 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,336,642 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,336,642 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,214 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,214 | TotalTaxAmt |
| Distributable Before Adj | $2,308,428 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $9,199 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,317,627 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,317,627 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,225,674 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,225,674 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,317,627 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,168,546 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,225,674 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,168,546 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,057,128 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,260,499 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KRISTY TRAUTMANN EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 SMITHFIELD STREET SUITE 710 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4124565500 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHMENT | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 412 JUSTICE | |||||||
| 1128 WOODLAND AVENUE | PITTSBURGH | PA | 15212 | PC | ADVOCACY FOR MARGINALIZED STUDENTS IN PUBLIC SCHOOLS | $40,000 | |
| ABOLITIONIST LAW CENTER | |||||||
| 201 N BRADDOCK AVE ROOM 613 | PITTSBURGH | PA | 15208 | PC | SUPPORT FOR ADVOCACY FOR INCARCERATED PEOPLE WITH DISABILITIES | $50,000 | |
| ACHIEVA | |||||||
| 711 BINGHAM STREET | PITTSBURGH | PA | 152031011 | PC | SUPPORT FOR THE DISABILITY HEALTHCARE INITIATIVE COMMUNICATIONS PROJECT | $25,000 | |
| ACHIEVA | |||||||
| 711 BINGHAM STREET | PITTSBURGH | PA | 152031011 | PC | FOR EDUCATION ON ORAL HEALTH FOR PEOPLE WITH DISABILITIES | $5,000 | |
| ADAGIO HEALTH | |||||||
| 603 STANWIX ST SUITE 500 | PITTSBURGH | PA | 152221451 | PC | SUPPORT TO IMPROVE HEALTH CARE ACCESSIBILITY | $20,000 | |
| ALLEGHENY WEST PENN HEALTH SYSTEM | |||||||
| 120 FIFTH AVENUE PLACE FLOOR 29 | PITTSBURGH | PA | 15222 | PC | FOR ADAPTIVE EQUIPMENT AND TRAINING TO SERVE PEOPLE WITH DISABILITIES | $20,000 | |
| AMERICAN CIVIL LIBERTIES FOUNDATION OF PENNSYLVANIA | |||||||
| 1800 JFK BOULEVARD NO 600 | PHILADELPHIA | PA | 191037404 | PC | TO ADDRESS THE OVER-POLICING OF STUDENTS WITH DISABILITIES IN SCHOOLS | $30,000 | |
| AUTISM CONNECTION OF PA | |||||||
| 711 BINGHAM STREET | PITTSBURGH | PA | 15146 | PC | ADVOCACY FOR AUTISTIC PEOPLE IN THE CRIMINAL LEGAL SYSTEM | $46,350 | |
| AUTISM URBAN CONNECTIONS INC | |||||||
| 6375 PENN AVE | PITTSBURGH | PA | 152071681 | PC | SUPPORT TO SERVE MARGINALIZED FAMILIES WITH AUTISTIC CHILDREN | $30,000 | |
| BHUTANESE COMMUNITY ASSOCIATION OF PITTSBURGH | |||||||
| 3000 BROWNSVILLE ROAD SUITE C | PITTSBURGH | PA | 15227 | PC | ASSISTING AND EMPOWERING WOMEN IN THE BHUTANESE AMERICAN COMMUNITY | $5,000 | |
| CASA SAN JOSE | |||||||
| 2116 BROADWAY AVE | PITTSBURGH | PA | 15216 | PC | SUPPORT FOR THE STEPS FOR AUTISM FAMILY EDUCATION PROGRAM | $40,000 | |
| CITY MISSION - LIVING STONES INC | |||||||
| 155 NORTH GALLATIN AVE | UNIONTOWN | PA | 15401 | PC | SUPPORT FOR WOMEN'S EMERGENCY HOMELESS SHELTER | $25,000 | |
| CITY OF ASYLUM | |||||||
| 40 W NORTH AVENUE | PITTSBURGH | PA | 152124710 | PC | SUPPORT FOR ACCESSIBILITY IMPROVEMENTS | $5,000 | |
| CLASS | |||||||
| 1400 SOUTH BRADDOCK AVE | PITTSBURGH | PA | 152181264 | PC | SPONSORSHIP OF THE 2024 COMMUNITY HEROES AWARDS DINNER | $2,500 | |
| DEPAUL SCHOOL FOR HEARING AND SPEECH | |||||||
| 6202 ALDER ST | PITTSBURGH | PA | 15206 | PC | TO TRAIN AND MENTOR NEW TEACHERS FOR DEAF STUDENTS | $25,000 | |
| DISABILITY LEAD | |||||||
| 567 W LAKE STREET | CHICAGO | IL | 60661 | PC | SUPPORT FOR BUILDING A PIPELINE OF LEADERS WITH DISABILITIES IN THE SOUTHWEST PA REGION | $125,000 | |
| DISABILITY PRIDE PHILADELPHIA INC | |||||||
| 112 NORTH 8TH STREET SUITE 208 | PHILADELPHIA | PA | 191075125 | PC | SUPPORT FOR DISABILITY PRIDE PITTSBURGH | $5,000 | |
| DISABILITY RIGHTS PENNSYLVANIA | |||||||
| 301 CHESTNUT ST STE 300 | HARRISBURG | PA | 15201 | PC | EMPOWERING PEOPLE WITH DISABILITIES TO ADVOCATE FOR HIGH-QUALITY HEALTHCARE | $20,000 | |
| EAST SUBURBAN CITIZEN ADVOCACY | |||||||
| 4459 OLD WILLIAM PENN HWY | MURRYSVILLE | PA | 156680000 | PC | GENERAL OPERATING SUPPORT FOR DISABILITY ADVOCACY | $35,000 | |
| EDUCATION LAW CENTER | |||||||
| 429 FOURTH AVENUE SUITE 1910 | PITTSBURGH | PA | 15219 | PC | ADVOCACY TO ENSURE THAT CHILDREN WITH DISABILITIES IN SOUTHWESTERN PA HAVE ACCESS TO PUBLIC EDUCATION | $60,000 | |
| EVERY CHILD INC | |||||||
| 1425 FORBES AVENUE SUITE 300 | PITTSBURGH | PA | 15219 | PC | SPONSORSHIP FOR THE DISABILITY & MENTAL HEALTH SUMMIT | $2,500 | |
| FILM PITTSBURGH | |||||||
| 1789 S BRADDOCK AVE STE 565 | PITTSBURGH | PA | 152181889 | PC | SUPPORT FOR THE REELABILITIES, A DISABILITY-THEMED FILM FESTIVAL | $5,000 | |
| GIRLS INC OF GREATER PITTSBURGH | |||||||
| 1620 MURRAY AVENUE 3RD FLOOR | PITTSBURGH | PA | 15217 | PC | SUPPORT FOR EMPOWERMENT AND MENTORING FOR GIRLS | $25,000 | |
| GWEN'S GIRLS INC | |||||||
| 711 WEST COMMONS 3RD FLOOR | PITTSBURGH | PA | 152125239 | PC | SUPPORT FOR ADVOCACY AND LEADERSHIP DEVELOPMENT | $75,000 | |
| HEALTHY START | |||||||
| 400 N LEXINGTON AVE | PITTSBURGH | PA | 152080000 | PC | TO SUPPORT ADVOCACY FOR BLACK MATERNAL HEALTH | $30,000 | |
| HELLO NEIGHBOR | |||||||
| 6587 HAMILTON AVENUE 1E | PITTSBURGH | PA | 15206 | PC | SUPPORT FOR THE SMART START PROGRAM FOR REFUGEE MOTHERS | $30,000 | |
| INFINITE LIFESTYLE SOLUTIONS | |||||||
| 3884 PERRYSVILLE AVENUE | PITTSBURGH | PA | 15214 | PC | SUPPORT FOR THE BLACK WOMEN AND GIRLS HEALTH EXPO | $5,000 | |
| INVISION FOUNDATION | |||||||
| 12450 PERRY HIGHWAY | WEXFORD | PA | 150907387 | PC | FOR ACCESSIBLE MEDICAL EQUIPMENT FOR RESIDENTS WITH DISABILITIES | $11,231 | |
| KEYSTONE PROGRESS EDUCATION FUND | |||||||
| 216 EVALINE ST | PITTSBURGH | PA | 152011819 | PC | SUPPORT FOR CIVIC ENGAGEMENT IN THE DISABILITY COMMUNITY | $66,000 | |
| KIDSVOICE | |||||||
| 437 GRANT STREET 700 FRICK BUILDING | PITTSBURGH | PA | 15219 | PC | TO PROVIDE LEGAL ADVOCACY FOR YOUNG ADULTS WITH DISABILITIES | $25,000 | SUITE 700 |
| MAYA ORGANIZATION | |||||||
| 7451 WASHINGTON AVENUE | PITTSBURGH | PA | 15214 | PC | TO ADDRESS RACIAL DISPARITIES IN BIRTH OUTCOMES AND EXPERIENCES | $25,000 | |
| PENNSYLVANIA HEALTH ACCESS NETWORK | |||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | PC | FOR EDUCATION ABOUT THE IMPORTANCE OF MEDICAID TO PEOPLE WITH DISABILITIES | $20,000 | |
| PENNSYLVANIA ORGANIZATION FOR WOMEN IN EARLY RECOVERY (POWER) | |||||||
| 907 WEST STREET 2ND FLOOR | PITTSBURGH | PA | 152212841 | PC | GENERAL OPERATING SUPPORT FOR SERVICES TO WOMEN IN RECOVERY | $60,000 | |
| PENNSYLVANIA PRISON SOCIETY | |||||||
| 230 SOUTH BROAD STREET SUITE 605 | PHILADELPHIA | PA | 19102 | PC | TO ADVOCATE FOR DISABILITY RIGHTS IN SWPA JAILS | $30,000 | |
| PITTSBURGHERS FOR PUBLIC TRANSIT | |||||||
| 5119 PENN AVE | PITTSBURGH | PA | 152241615 | PC | OPERATING SUPPORT TO ADVOCATE FOR ACCESSIBLE PUBLIC TRANSIT | $25,000 | |
| POISE FOUNDATION | |||||||
| TWO GATEWAY CENTER SUITE 1700 | PITTSBURGH | PA | 15222 | PC | PROFESSIONAL WOMEN'S NETWORK'S COACHING & PROFESSIONAL DEVELOPMENT | $25,000 | |
| PRIMARY HEALTH NETWORK | |||||||
| 63 PITT STREET | SHARON | PA | 16146 | PC | SUPPORT FOR A COMPACT WHEELCHAIR RECLINER FOR ACCESSIBLE DENTAL CARE | $20,000 | |
| PUBLICSOURCE | |||||||
| 1936 FIFTH AVENUE | PITTSBURGH | PA | 152195544 | PC | FOR REPORTING ON GENDER, RACE AND DISABILITY | $30,000 | |
| RYAN SHAZIER FUND FOR SPINAL REHABILITATION | |||||||
| 6360 BROAD STREET | PITTSBURGH | PA | 15206 | PC | TO EVALUATE THE SPINAL CORD INJURY RESOURCE CONNECTOR | $45,000 | |
| SISTERS PGH | |||||||
| 2014 MONONGAHELA AVE | SWISSVALE | PA | 15218 | PC | SUPPORT FOR ASL AT THE 15TH YEAR ANNIVERSARY CELEBRATION | $5,000 | |
| SISTERS PGH | |||||||
| 3948 MURRAY AVE | PITTSBURGH | PA | 152182510 | PC | GENERAL OPERATING SUPPORT FOR PROJECT T, SERVING TRANSGENDER WOMEN OF COLOR | $25,000 | |
| SISTERS PLACE INC | |||||||
| 111 BROWNSVILLE RD | PITTSBURGH | PA | 15210 | PC | GENERAL OPERATING SUPPORT FOR THE SUPPORTIVE HOUSING PROGRAM | $30,000 | |
| SOJOURNER HOUSE | |||||||
| 5907 PENN AVE SUITE 220 | PITTSBURGH | PA | 15206 | PC | OPERATING SUPPORT FOR SERVICES TO WOMEN IN RECOVERY FROM ADDICTION | $30,000 | |
| THE FRIENDSHIP CIRCLE OF PITTSBURGH | |||||||
| 1922 MURRAY AVENUE | PITTSBURGH | PA | 15217 | PC | SUPPORT FOR THE YOUTH HEALTH AMBASSADORS PROGRAM | $20,000 | |
| THE MIDWIFE CENTER FOR BIRTH AND WOMEN'S HEALTH | |||||||
| 2831 PENN AVENUE | PITTSBURGH | PA | 152224713 | PC | GENERAL OPERATING SUPPORT FOR REPRODUCTIVE HEALTH SERVICES | $25,000 | |
| TOUCH THE FUTURE INC | |||||||
| 2123 N HIGHWAY 81 | ANDERSON | SC | 29621 | PC | SUPPORT FOR CARAVAN FOR DISABILITY FREEDOM & JUSTICE | $1,125 | |
| UNIVERSITY OF PITTSBURGH | |||||||
| 300 MURDOCH I BUILDING | PITTSBURGH | PA | 15213 | PC | SUPPORT FOR A RESEARCH COLLABORATIVE ON REPRODUCTIVE HEALTH CARE | $40,000 | |
| UPMC PRESBYTERIAN SHADYSIDE | |||||||
| 5230 CENTER AVE | PITTSBURGH | PA | 15232 | PC | TO SUPPORT A CONFERENCE ON HEALTH CARE FOR PEOPLE WITH DISABILITIES | $3,000 | |
| WOMEN AND GIRLS FOUNDATION OF SOUTHWEST PENNSYLVANIA | |||||||
| 3706 BUTLER STREET STUDIO C | PITTSBURGH | PA | 152011820 | PC | FOR GIRL GOV PROGRAMMING | $50,000 | |
| WOMEN'S CENTER & SHELTER OF GREATER PITTSBURGH | |||||||
| PO BOX 9024 | PITTSBURGH | PA | 152240024 | PC | GENERAL OPERATING SUPPORT FOR THE STANDING FIRM PROGRAM | $60,000 | |
| WOMEN'S LAW PROJECT | |||||||
| 239 FOURTH AVENUE SUITE 2108 | PHILADELPHIA | PA | 191075125 | PC | TO ADVOCATE FOR GENDER EQUITY AND JUSTICE | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,492,706 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACTION-HOUSING INC | |||||||
| 611 WILLIAM PENN PLACE SUITE 800 | PITTSBURGH | PA | 152191334 | PC | SUPPORT FOR THE HOUSING CONNECTOR PROGRAM | $35,000 | |
| AUTISM CONNECTION OF PA | |||||||
| 711 BINGHAM STREET | PITTSBURGH | PA | 15146 | PC | ADVOCACY FOR AUTISTIC PEOPLE IN THE CRIMINAL LEGAL SYSTEM | $47,740 | |
| CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION | |||||||
| 4401 PENN AVENUE | PITTSBURGH | PA | 152241334 | PC | ADVOCACY FOR STUDENTS WITH DISABILITIES AT HIGHLAND DETENTION CENTER | $20,000 | |
| GWEN'S GIRLS INC | |||||||
| 711 WEST COMMONS 3RD FLOOR | PITTSBURGH | PA | 152223701 | PC | SUPPORT FOR ADVOCACY AND LEADERSHIP DEVELOPMENT | $75,000 | |
| PENNSYLVANIA HEALTH LAW PROJECT | |||||||
| 100 FIFTH AVENUE SUITE 900 | PITTSBURGH | PA | 15222 | PC | TO ADVOCATE FOR PEOPLE WITH DISABILITIES WITH MEDICAID | $75,000 | |
| PENNSYLVANIA HEALTH LAW PROJECT | |||||||
| 100 FIFTH AVENUE SUITE 900 | PITTSBURGH | PA | 15222 | PC | TO ADVOCATE FOR PEOPLE WITH DISABILITIES WITH MEDICAID | $75,000 | |
| PLANNED PARENTHOOD OF WESTERN PENNSYLVANIA INC | |||||||
| 933 LIBERTY AVE | PITTSBURGH | PA | 152223701 | PC | GENERAL OPERATING SUPPORT FOR REPRODUCTIVE HEALTH SERVICES | $50,000 | |
| THE FRIENDSHIP CIRCLE OF PITTSBURGH | |||||||
| 1922 MURRAY AVENUE | PITTSBURGH | PA | 15217 | PC | TO SUPPORT PROGRAMS THAT BUILD SOCIAL CONNECTION FOR PEOPLE WITH DISABILITIES | $35,000 | |
| UNIVERSITY OF PITTSBURGH | |||||||
| 300 MURDOCH I BUILDING | PITTSBURGH | PA | 15213 | PC | SUPPORT FOR A RESEARCH COLLABORATIVE ON REPRODUCTIVE HEALTH CARE | $40,000 | |
| UNIVERSITY OF PITTSBURGH | |||||||
| 4200 FIFTH AVENUE DEPARTMENT OF | PITTSBURGH | PA | 15260 | PC | TO EDUCATE ADULTS WITH SPINA BIFIDA TO NAVIGATE THE HEALTHCARE SYSTEM | $19,785 | PHYSICAL MEDICINE AND REHABILITATIO |
| UNIVERSITY OF PITTSBURGH | |||||||
| 4200 FIFTH AVENUE | PITTSBURGH | PA | 15260 | PC | TO IMPROVE ACCESSIBILITY OF CAMPUS HEALTH SERVICES FOR STUDENTS WITH DISABILITIES | $20,000 | |
| WOMEN'S CENTER & SHELTER OF GREATER PITTSBURGH | |||||||
| PO BOX 9024 | PITTSBURGH | PA | 152240024 | PC | GENERAL OPERATING SUPPORT FOR THE STANDING FIRM PROGRAM | $60,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $552,525 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,022,412 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,241,410 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,263,822 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,263,822 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LILLIAN V BLITZ IRREVOCABLE TRUST U | ||||||
| 1 | 101 S 5TH STREET | LOUISVILLE | KY | 40202 | $305,568 | Yes (X) |
| CONSTANCE MOCKENHAUPT | ||||||
| 2 | 4669 COSTA CIR | NAPLES | FL | 34113 | $100,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT AND TAX | $16,250 | $813 | $15,437 |
| BOOKKEEPING | $17,718 | $886 | $16,832 |
| PAYROLL PROCESSING | $1,699 | $0 | $1,699 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAC INSTITUTE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 WASHINGTON AVE STE 317 | AddressLine1Txt |
| City | CARNEGIE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2024-07-02 | GrantDt |
| Grant | $5,000 | GrantAmt |
| Purpose Of Grant | SUPPORT FOR THE 2024 ICAN TALK AAC SUMMER CAMP | PurposeOfGrantTxt |
| Dates Of Reports By Grantee | 8/6/2024 | DatesOfReportsByGranteeTxt |
| Verification | 2024-10-14 | VerificationDt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| EXPLANATION | FORM 990PF, PART VIII-A, LINE 1 | FISA FOUNDATION (FISA) IS A PRIVATE GRANTMAKING FOUNDATION THAT CHAMPIONS EQUITY, JUSTICE, SAFETY AND INCLUSION FOR WOMEN, GIRLS, AND PEOPLE WITH DISABILITIES, COMBATTING SYSTEMIC RACISM THAT IMPEDES PROGRESS FOR THESE POPULATIONS IN SOUTHWESTERN PENNSYLVANIA. FISA SEEKS TO FOSTER A COMMUNITY THAT IS STRONG AND VIBRANT, WHERE ALL MEMBERS ARE TREATED WITH DIGNITY AND RESPECT, ARE SAFE AND HEALTHY, HAVE FAIR ACCESS TO OPPORTUNITY, AND ARE FULLY INCLUDED. DURING ITS MORE THAN 100-YEAR EXISTENCE, FISA'S FOCUS HAS REMAINED CONSISTENT, BUT ITS ACTIVITIES HAVE CONTINUALLY EVOLVED TO MEET CHANGING NEEDS. THE MISSION BEGAN IN 1911 WHEN ALUMNAE OF SIX GIRLS' SCHOOLS FORMED A MEMBERSHIP ORGANIZATION THAT EVENTUALLY BECAME KNOWN AS THE FEDERATION OF INDEPENDENT SCHOOL ALUMNAE (FISA). THEIR FIRST PROJECT WAS TO ESTABLISH HARMARVILLE CONVALESCENT HOME FOR WOMEN, SERVING AT-RISK WOMEN AND THEIR BABIES. FORTY YEARS LATER, THEY RE-ENGINEERED THE HOME'S FOCUS TO BECOME HARMARVILLE REHABILITATION CENTER, WHICH BECAME INTERNATIONALLY KNOWN FOR ITS INNOVATIVE THERAPIES FOR PEOPLE WITH PHYSICAL DISABILITIES. IN 1996, TO MEET THE FINANCIAL CHALLENGES OF A CHANGING HEALTHCARE MARKET, THE FEDERATION AND HARMARVILLE BOARDS DECIDED TO SELL THE NOT-FOR-PROFIT CENTER TO A FOR-PROFIT CORPORATION. THE ENDOWMENT OF THE FISA FOUNDATION WAS CREATED WITH THE PROCEEDS OF THE SALE. BECAUSE FISA'S ASSETS CAME FROM THE SALE OF A HEALTHCARE INSTITUTION, IN KEEPING WITH THE LEGAL DOCTRINE OF CY PRS, ALL OF THE FOUNDATION'S WORK IS FOCUSED IN AREAS RELATED TO HEALTH AND HUMAN SERVICES. IN 2000, THE NAME OF THE ORGANIZATION WAS LEGALLY CHANGED TO FISA FOUNDATION.FISA'S FINANCE AND INVESTMENT COMMITTEE OVERSEES THE INVESTMENTS OF THE FOUNDATION, IN CONJUNCTION WITH THE OUTSOURCED CHIEF INVESTMENT OFFICER. FISA AGREED TO RETAIN VARIOUS LIABILITIES STEMMING FROM THE HARMARVILLE REHABILITATION CENTER AGREEMENT OF SALE. THESE OBLIGATIONS ARE NOW SATISFIED EXCEPT FOR 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 FISA FOUNDATION FUNDS NONPROFIT ORGANIZATIONS PROVIDING SERVICES IN SOUTHWESTERN PENNSYLVANIA, LIMITED TO THE FOLLOWING COUNTIES: ALLEGHENY, ARMSTRONG, BEAVER, BUTLER, FAYETTE, GREENE, INDIANA, LAWRENCE, WASHINGTON, AND WESTMORELAND. FISA FOCUSES ITS DISABILITY-RELATED GRANTMAKING ON ADULTS AND CHILDREN WITH PHYSICAL, INTELLECTUAL, SENSORY, AND DEVELOPMENTAL DISABILITIES. O IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE WITH DISABILITIES, WOMEN, AND GIRLS. PRIORITY WILL BE GIVEN TO PROPOSALS DESIGNED TO:O IMPROVE ACCESS TO HEALTH CARE AND DENTAL CARE FOR PEOPLE WITH SIGNIFICANT DISABILITIES OR COMPLEX HEALTH CONDITIONS;O ADDRESS BIAS AMONG HEALTHCARE PROFESSIONALS; O ADDRESS THE SPECIFIC NEEDS OF WOMEN, GIRLS AND PEOPLE WITH DISABILITIES WHO ARE BLACK OR OTHER PEOPLE OF COLOR;O INFLUENCE POLICY AND PRACTICE TO CHANGE SYSTEMS. PREVENT DOMESTIC AND SEXUAL VIOLENCE, ANDSUPPORT THE MOST VULNERABLE VICTIMS IN PURSUIT OF SAFETY, HEALING, AND JUSTICE.O PRIORITY WILL BE GIVEN TO PROPOSALS THAT SPECIFICALLY ADDRESS THE NEEDS OF PEOPLE WITH DISABILITIES, BLACK PEOPLE AND OTHER PEOPLE OF COLOR, IMMIGRANTS AND REFUGEES, MEMBERS OF THE LGBTQ+ COMMUNITY.O REMOVE SOCIETAL BARRIERS AND PROMOTE EQUITABLE OPPORTUNITIES FOR WOMEN, GIRLS, AND PEOPLE WITH DISABILITIES. PRIORITY WILL BE GIVEN TO PROPOSALS DESIGNED TO:O PROMOTE EQUAL RIGHTS, ACCESS, AND FULL INCLUSION FOR PEOPLE WITH DISABILITIES, PARTICULARLY BLACK PEOPLE AND OTHER PEOPLE OF COLOR WITH DISABILITIES, IN ALL ASPECTS OF LIFE;O INCLUDE PROGRAMS, SERVICES AND ADVOCACY EFFORTS FOCUSED ON GIRLS WHO HAVE BEEN MARGINALIZED, PARTICULARLY BLACK GIRLS AND OTHER GIRLS OF COLOR, GIRLS WITH DISABILITIES, AND GIRLS IN UNDER-RESOURCED AREAS;O ADDRESS THE NEEDS OF WOMEN THAT SOCIETY MARGINALIZES AND FAILS TO SERVE, PARTICULARLY THOSE WHO STRUGGLE WITH ADDICTION, HOMELESSNESS, TRAUMA, AND POVERTY.APPLYING FOR A GRANTORGANIZATIONS INTERESTED IN APPLYING FOR FUNDING SHOULD 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 APPLICATION FORM. ADDITIONAL DETAILS AND GUIDELINES FOR SUBMISSION ARE AVAILABLE ON THE WEBSITE: WWW.FISAFOUNDATION.ORG UNDER GRANTS.BEFORE APPLYING, PLEASE ALSO REVIEW THE INSTRUCTIONS ON TYPES OF FUNDING THAT WILL BE CONSIDERED AS WELL AS RESTRICTIONS/REQUESTS THAT WILL NOT BE FUNDED. |
| EXPLANATION | 990 PF, STATEMENT 4 | THE 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. |
| EXPLANATION | PART VIII-A, LINE 1 | IN ADDITION TO AWARDING GRANTS, FISA FOUNDATION STAFF ARE ENGAGED IN A VARIETY OF OTHER ACTIVITIES DESIGNED TO PROMOTE ITS MISSION. DELIVERING PROGRAMS:PERIODICALLY FISA IDENTIFIES A GAP IN PROGRAMMING THAT NONE OF OUR GRANTEES OR PARTNERS IS WELL POSITIONED TO ADDRESS, AND THE FOUNDATION MAY STEP IN TO ASSIST WITH ADMINISTRATIVE AND LEADERSHIP RESPONSIBILITY FOR EVENTS AND TIME LIMITED PROGRAMS THAT ADVANCE ITS MISSION. IN PARTNERSHIP WITH THE HEINZ ENDOWMENTS AND THE PITTSBURGH FOUNDATION, FISA LAUNCHED AN INITIATIVE TO STRENGTHEN OUR NONPROFIT PARTNERS' WORK AT THE INTERSECTION OF RACE AND DISABILITY IN AN EFFORT TO ADDRESS THE INEQUALITIES EXPERIENCED BY PEOPLE OF COLOR WITH DISABILITIES. THIS INITIATIVE HAS INCLUDED WEBINARS, CLASSES, AND MEETINGS FOR GRANTEES AND PARTNERS TO RAISE AWARENESS AND TO BUILD KNOWLEDGE, SKILLS, AND COMMUNITY AROUND EQUITY AND INCLUSION. THIS INITIATIVE, NOW CALLED RACE + DISABILITY, HAS GROWN INTO MULTIPLE TYPES OF MEETINGS, CONVENINGS AND LEARNING OPPORTUNITIES FOCUSED ON SUSTAINED CHANGE IN ORGANIZATIONAL POLICY AND PRACTICE. COMMISSIONING REPORTS:FISA PERIODICALLY ISSUES REPORTS ON TOPICS RELATED TO ITS MISSION. THIS YEAR FISA RELEASED A REPORT AND SERIES OF VIDEOS AND RESOURCES ON BARRIERS THAT PEOPLE WITH DISABILITIES FACE IN TRYING TO ACCESS HEALTH CARE. CONVENING WORKGROUPS TO CREATE IMPACT:FISA'S STAFF CONVENES FORMAL AND INFORMAL WORKGROUPS TO STUDY ISSUES AND PROMOTE COMMUNITY ACTION. IN RECENT YEARS, THE FOUNDATION IS BROUGHT TOGETHER PHILANTHROPIC FUNDERS TO BETTER INTEGRATE DISABILITY INTO PRACTICE IN OPERATIONS AND FUNDING. 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, CONNECTING 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: SERVED ON THE PITTSBURGH PLANNING COMMITTEE FOR THE NATIONAL DISABILITY INITIATIVE ON FINANCIAL STABILITY CHALLENGES AT THE INTERSECTION OF RACE, ETHNICITY, POVERTY, AND DISABILITY TO IDENTIFY AND ADDRESS SYSTEMIC FINANCIAL INEQUITIES THAT CONTRIBUTE TO THE WEALTH GAP FACED BY PEOPLE OF COLOR WITH DISABILITIES. CONVENED DISABILITY ADVOCATES AND HEALTH CARE PROFESSIONALS TO ADDRESS ACCESSIBILITY BARRIERS IN HEALTH CARE. FISA IS IN PLANNING STAGES OF AN INITIATIVE TO SUPPORT NONPROFITS IN ADOPTING REASONABLE ACCOMMODATION POLICIES TO PROMOTE INCLUSIVE WORKPLACES.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 CHAIR OF UPMC'S DISABILITY RESOURCE CENTER ADVISORY BOARD, PRESIDENT OF THE BOARD OF GRANTMAKERS OF WESTERN PENNSYLVANIA, AS A MEMBER OF THE ADVISORY BOARD FOR ADAGIO HEALTH, AND ON THE FUNDING COMMITTEE FOR THE WESTERN REGIONAL CONTINUUM OF CARE WHICH DISTRIBUTES FUNDING FOR HOMELESS SERVICES. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (25 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HC PRIVATE EQUITY OFFSHORE FUND VI | FMV | $200,669 | $200,669 |
| HC PRIVATE EQUITY OFFSHORE FUND VII | FMV | $177,116 | $177,116 |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX | FMV | $361,717 | $361,717 |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUND X | FMV | $447,042 | $447,042 |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUND XI | FMV | $958,991 | $958,991 |
| HIRTLE CALLAGHAN PRIVATE EQUITY FUND XII | FMV | $2,648,735 | $2,648,735 |
| JPM EAFE EQUITY PORTFOLIO | FMV | $3,116,428 | $3,116,428 |
| JPM EMERGING MARKET EQUITY PORTFOLIO | FMV | $2,793,436 | $2,793,436 |
| JPM FIXED INCOME MUTUAL FUNDS | FMV | $6,377,281 | $6,377,281 |
| JPM HARD ASSETS | FMV | $1,089,968 | $1,089,968 |
| JPM JAPANESE LARGE CAP EQUITY PORTFOLIO | FMV | $1,016,893 | $1,016,893 |
| JPM REAL ESTATE & INFRASTRUCTURE | FMV | $1,370,939 | $1,370,939 |
| JPM US LARGE CAP EQUITY PORTFOLIO | FMV | $17,174,759 | $17,174,759 |
| MONEY MARKET FUNDS | FMV | $1,541,999 | $1,541,999 |
| OTHER INVESTMENTS | FMV | $131,432 | $131,432 |
| PE VIII OFFSHORE | FMV | $34,199 | $34,199 |
| JPM EUORPEAN LARGE CAP EQUITY PORTFOLIO | FMV | $2,806,352 | $2,806,352 |
| GCM GROSVENOR ADVANCE FEEDER FUND | FMV | $800,890 | $800,890 |
| PEG GLOBAL PRIVATE EQUITY IX | FMV | $935,000 | $935,000 |
| HPS CORPORATE LENDING FUND | FMV | $1,557,977 | $1,557,977 |
| ASF IX PRIVATE INVESTORS OFFSHORE | FMV | $144,613 | $144,613 |
| PEG GLOBAL PRIVATE EQUITY X S.A. | FMV | $1,313,578 | $1,313,578 |
| PEG GLOBAL PRIVATE EQUITY XI SCSP | FMV | $743,820 | $743,820 |
| GCM GROSVENOR ADVANCE FEEDER FUND II | FMV | $227,807 | $227,807 |
| JPM ASIA EX-JAPAN EQUITY | FMV | $394,907 | $394,907 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $4,094 | $4,094 | $4,094 |
| ACCRUED INTEREST RECEIVABLE | $33,678 | $33,968 | $33,968 |
| RIGHT OF USE ASSET | $259,139 | $219,806 | $219,806 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | $12,854 | $0 | $12,854 |
| INSURANCE | $6,686 | $0 | $6,686 |
| MISCELLANEOUS | $15 | $0 | $15 |
| OTHER DISCONTINUED OPERATIONS | $380 | $0 | $380 |
| SOFTWARE/ HARDWARE | $10,119 | $0 | $10,119 |
| WEBSITE | $1,930 | $0 | $1,930 |
| OFFICE SUPPLIES | $2,388 | $0 | $2,388 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $2,559,969 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OPERATING LEASE LIABILITY | $274,341 | $234,765 |
| EXCISE TAX PAYABLE | $2,202 | $5,911 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTING FEES | $220,730 | $220,730 | $0 |
| BANKING FEES | $2,703 | $2,703 | $0 |
| OTHER OUTSIDE SERVICES | $62,945 | $0 | $63,649 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $28,214 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |