Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 07-01-2018 , and ending 06-30-2019
Name of foundation
FISA FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)535 SMITHFIELD STREET NO 710
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15222
A Employer identification number

25-0965388
B Telephone number (see instructions)

(412) 456-5550
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$40,916,091J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 11,008
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,368,012 1,368,012  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 460,309
b Gross sales price for all assets on line 6a 7,419,575
7 Capital gain net income (from Part IV, line 2)... 460,309
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,839,329 1,828,321  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 153,895 1,924   151,971
14 Other employee salaries and wages...... 143,027 3,146   139,881
15 Pension plans, employee benefits....... 65,923 1,318   64,605
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 26,858 1,253   25,605
c Other professional fees (attach schedule).... Click to see attachment 180,643 177,379   3,264
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 33,866 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,020 0  
20 Occupancy.............. 62,413 0   64,006
21 Travel, conferences, and meetings....... 19,885 0   19,009
22 Printing and publications.......... 13,493 0   17,983
23 Other expenses (attach schedule)....... Click to see attachment 55,215 0   55,215
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 756,238 185,020   541,539
25 Contributions, gifts, grants paid....... 1,718,211 1,357,596
26 Total expenses and disbursements. Add lines 24 and 25 2,474,449 185,020   1,899,135
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -635,120
b Net investment income (if negative, enter -0-) 1,643,301
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 21,065 4,356 4,356
2 Savings and temporary cash investments......... 197,696 150,416 150,416
3 Accounts receivable bullet2,087
Less: allowance for doubtful accounts bullet     2,087 2,087
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 6,178    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 40,813,824 Click to see attachment40,754,458 40,754,458
14 Land, buildings, and equipment: basis bullet5,100
Less: accumulated depreciation (attach schedule) bullet5,100 1,020 Click to see attachment0 0
15 Other assets (describe bullet) Click to see attachment5,650 Click to see attachment4,774 Click to see attachment4,774
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 41,045,433 40,916,091 40,916,091
Liabilities 17 Accounts payable and accrued expenses.......... 33,912 28,275
18 Grants payable................. 141,000 501,615
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 174,912 529,890
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 40,655,185 40,269,152
25 Temporarily restricted............... 95,000 0
26 Permanently restricted............... 120,336 117,049
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 40,870,521 40,386,201
31 Total liabilities and net assets/fund balances (see instructions). 41,045,433 40,916,091
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
40,870,521
2
Enter amount from Part I, line 27a .....................
2
-635,120
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
150,800
4
Add lines 1, 2, and 3 ..........................
4
40,386,201
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
40,386,201
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a CAPITAL GAINS DISTRIBUTION P    
b PUBLICLY TRADED SECURITIES P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 564,127     564,127
b 6,855,448   6,959,266 -103,818
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       564,127
b       -103,818
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 460,309
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 2,115,345 41,055,496 0.051524
2016 1,992,868 38,838,291 0.051312
2015 1,934,859 37,298,578 0.051875
2014 2,032,378 41,224,138 0.049301
2013 2,119,165 42,209,845 0.050205
2
Total of line 1, column (d) .....................
2
0.254217
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.050843
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
39,892,949
5
Multiply line 4 by line 3......................
5
2,028,277
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
16,433
7
Add lines 5 and 6........................
7
2,044,710
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,899,135
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 32,866
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 32,866
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 32,866
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 26,168
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 26,168
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 6,698
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.FISAFOUNDATION.ORG
    14
    The books are in care ofbulletSUSAN M CLARKE Telephone no.bullet (412) 456-5550

    Located atbullet535 SMITHFIELD STREET - SUITE 710PITTSBURGHPA ZIP+4bullet15222
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    LYNETTE R LEDERMAN BOARD PRESIDENT
    10.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    ROSA COPELAND MILLER IMMEDIATE PAST PRESIDENT
    3.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    PAULA K DAVIS BOARD VICE PRESIDENT
    3.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    BARBARA R DEWITT BOARD TREASURER
    4.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    SUSAN CARDILLO BOARD SECRETARY
    3.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    JOSIE BADGER BOARD MEMBER
    3.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    JUDY BARRICELLA BOARD MEMBER
    3.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    LOUISE R BROWN BOARD MEMBER
    3.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    JANE C BURGER BOARD MEMBER
    2.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    HOLLY DICK BOARD MEMBER
    3.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    SUSAN KIRSCH BOARD MEMBER
    2.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    CHERYL KUBELICK PHD BOARD MEMBER
    3.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    MONICA MENDEZ BOARD MEMBER
    3.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    KATIE MINNOCK BOARD MEMBER
    2.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    KAREN FARMER WHITE BOARD MEMBER
    3.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    ELISE ROBY YANDERS BOARD MEMBER
    2.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    MARSHA BLANCO BOARD MEMBER
    3.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    MELANIE HARRINGTON BOARD MEMBER
    2.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    JENNIFER LUNDY BOARD MEMBER
    3.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    KATHLEEN WRIGHT BOARD MEMBER
    3.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    KRISTY TRAUTMANN EXECUTIVE DIRECTORS
    40.00     		153,895 21,286 4,680
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    RENEE LASIN PROGRAM OFFICER
    40.00     		87,730 9,262 4,680
    535 SMITHFIELD STREET - SUITE 710
    PITTSBURGH,PA15222
    SUSAN CLARKE OFFICE MANAGER
    37.50     		61,833 13,910 0
    535 SMITHFIELD STREET - SUITE 710
    PITTSBURGH,PA15222
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    HIRTLE CALLAGHAN & CO INVESTMENT ADVISORS 144,905
    300 BARR HARBOR DRIVE
    WEST CONSHOHOCKEN,PA19428
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 SEE STATEMENT 12 235,092
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    33,136,871
    b
    Average of monthly cash balances.......................
    1b
    161,924
    c
    Fair market value of all other assets (see instructions)................
    1c
    7,201,661
    d
    Total (add lines 1a, b, and c).........................
    1d
    40,500,456
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    40,500,456
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    607,507
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    39,892,949
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,994,647
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,994,647
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    32,866
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
    990
    c
    Add lines 2a and 2b............................
    2c
    33,856
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,960,791
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,960,791
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,960,791
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,899,135
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,899,135
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,899,135
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,960,791
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 776,399
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,899,135
    a Applied to 2017, but not more than line 2a 776,399
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 1,122,736
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		838,055
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    KRISTY TRAUTMANN EXECUTIVE DIRECTOR
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    (412) 456-5500
    bThe form in which applications should be submitted and information and materials they should include:
    SEE ATTACHMENT
    cAny submission deadlines:
    SEE ATTACHMENT
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE ATTACHMENT
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AAC INSTITUTE
    1100 WASHINGTON AVENUE SUITE 317
    CARNEGIE,PA151063617     		  PF TO SUPPORT PROGRAMS FOR CHILDREN WITH DISABILITIES WHO USE AUGMENTATIVE COMMUNICATION 5,000
    ACHIEVA
    711 BINGHAM STREET
    PITTSBURGH,PA15203     		  PC FOR ADVOCACY TO IMPROVE ACCESS TO HEALTH CARE AND DENTAL CARE FOR PEOPLE WITH DISABILITIES 33,000
    ACTION-HOUSING INC
    611 WILLIAM PENN PLACE SUITE 800
    PITTSBURGH,PA15219     		  PC TO PROVIDE HOME MODIFICATIONS FOR PEOPLE WITH ACQUIRED PHYSICAL DISABILITIES IN ALLEGHENY COUNTY 25,000
    ACTION-HOUSING INC
    611 WILLIAM PENN PLACE SUITE 800
    PITTSBURGH,PA15219     		  PC TO SUPPORT THE HOUSING CONNECTOR, ASSISTING PEOPLE WITH DISABILITIES TO FIND HOUSING 50,000
    ALLEGHENY COUNTY AIRPORT AUTHORITY CHARITABLE FOUNDATION
    LANDSIDE TERMINAL 4TH FLOOR MEZZ
    PITTSBURGH,PA15231     		  PC SUPPORT FOR A SENSORY ROOM FOR PEOPLE WITH DISABILITIES AT THE PITTSBURGH INTERNATIONAL AIRPORT 35,000
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF PENNSYLVANIA
    1800 JOHN F KENNEDY BLVD
    PHILADELPHIA,PA19103     		  PC TO ADDRESS THE NEGATIVE EFFECTS OF SCHOOL POLICING ON STUDENTS WITH DISABILITIES 50,000
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF PENNSYLVANIA
    1800 JOHN F KENNEDY BLVD
    PHILADELPHIA,PA19103     		  PC SPEAKER HONORARIUM FOR A PRESENTATION AT DECEMBER 2018 BOARD MEETING 200
    BLIND AND VISION REHABILITATION SERVICES OF PITTSBURGH
    1816 LOCUST STREET
    PITTSBURGH,PA15219     		  PC TO SUPPORT AN EMPLOYMENT PROGRAM FOR PEOPLE WITH VISION IMPAIRMENTS 20,000
    APRAXIA KIDS
    1501 REEDSDALE STREET SUITE 202
    PITTSBURGH,PA15233     		  PC FOR OUTREACH TO FAMILIES IN SWPA IMPACTED BY CHILDHOOD APRAXIA OF SPEECH 25,000
    CLASS
    1400 SOUTH BRADDOCK AVENUE
    PITTSBURGH,PA15218     		  PC SPONSORSHIP OF THE 2018 COMMUNITY HEROS AWARDS DINNER 2,500
    CONSUMER HEALTH COALITION
    415 E OHIO ST STE 300
    PITTSBURGH,PA15212     		  PC TO ADDRESS BARRIERS TO QUALIFY, AFFORDABLE HEALTH CARE FOR PEOPLE WITH DISABILITIES 17,500
    DEPAUL SCHOOL FOR HEARING AND SPEECH
    6202 ALDER STREET
    PITTSBURGH,PA15206     		  PC TO STRENGTHEN TELECOMMUNICATIONS WITH RURAL FAMILIES 18,000
    DISABILITY OPTIONS NETWORK
    1929 EAST WASHINGTON STREET
    NEW CASTLE,PA16101     		  PC FOR THE ALLEGHENY COUNTY PEER SUPPORT PROGRAM FOR PEOPLE WITH ACQUIRED PHYSICAL DISABILITIES 10,000
    DISABILITY IN
    1310 BRADDOCK PLACE SUITE 101
    ALEXANDRIA,VA22314     		  PC TO INCREASE EMPLOYMENT OF PEOPLE WITH DISABILITIES IN SOUTHWEST PENNSYLVANIA 25,000
    DOWN SYNDROME MEDICAL INTEREST GROUP-USA
    505 SYCAMORE LN N
    PLYMOUTH,MN55441     		  PC SUPPORT FOR THE ANNUAL SYMPOSIUM IN PITTSBURGH 2,500
    EAST SUBURBAN CITIZEN ADVOCACY
    4559 OLD WILLIAM PENN HWY SUITE 200
    MURRYSVILLE,PA156681940     		  PC OPERATING SUPPORT TO PROMOTE ADVOCACY AND INCLUSION FOR PEOPLE WITH DISABILITIES 25,000
    EDUCATION LAW CENTER
    429 FOURTH AVENUE SUITE 702
    PITTSBURGH,PA15219     		  PC FOR THE PITTSBURGH PUBLIC SCHOOLS CHAMPION AWARDS, CELEBRATING SPECIAL EDUCATION ADVOCATES 200
    FILM PITTSBURGH
    1789 S BRADDOCK AVENUE STE 565
    PITTSBURGH,PA15218     		  PC SUPPORT FOR 2018 PITTSBURGH REELABILITIES, A DISABILITY-THEMED FILM FESTIVAL 5,000
    THE FRIENDSHIP CIRCLE OF PITTSBURGH
    1922 MURRAY AVE
    PITTSBURGH,PA15217     		  PC GENERAL OPERATING SUPPORT TO PROMOTE SOCIAL INCLUSION FOR ADULTS WITH DISABILITIES 25,000
    GREATER PITTSBURGH ARTS COUNCIL
    810 PENN AVENUE SUITE 600
    PITTSBURGH,PA15222     		  PC CONTINUED SUPPORT TO PROMOTE ACCESSIBILITY AND INCLUSION IN ARTS AND CULTURAL ORGANIZATIONS 40,000
    HEALTHCARE COUNCIL OF WESTERN PENNSYLVANIA
    500 COMMONWEALTH DRIVE
    WARRENDALE,PA15086     		  PC SUPPORT FOR AN EDUCATIONAL SESSION FOCUSING ON ACCESSIBLE HEALTHCARE 2,000
    HOPE NETWORK
    PO BOX 11460 GUYS RUN ROAD
    PITTSBURGH,PA15238     		  PC FOR ADAPTED SPORTS, RECREATION AND FITNESS PROGRAMS FOR PEOPLE WITH DISABILITIES 10,500
    ICW VOCATIONAL SERVICES INC
    155 NORTH 10TH STREET
    INDIANA,PA15701     		  PC SUPPORT FOR AN EMPLOYMENT PROGRAM FOR PEOPLE WITH DISABILITIES 5,000
    MAINSTAY LIFE SERVICES
    200 ROESSLER ROAD
    PITTSBURGH,PA15220     		  PC SUPPORT FOR 2019 SUMMER RESPITE AND RECREATION PROGRAM FOR PEOPLE WITH DISABILITIES 5,000
    THE PITTSBURGH CULTURAL TRUST
    803 LIBERTY AVENUE
    PITTSBURGH,PA15222     		  PC SUPPORT FOR SENSORY-FRIENDLY PERFORMANCE OF THE LION KING 5,000
    POINT PARK UNIVERSITY
    201 WOOD ST FRONTIER HALL 9TH FLOOR
    PITTSBURGH,PA15222     		  PC SUPPORT FOR THE ALL-ABILITIES MEDIA PROJECT 25,000
    SIDE PROJECT INC
    1400 S BRADDOCK AVENUE
    PITTSBURGH,PA15218     		  PC SPONSORSHIP FOR THE PITTSBURGH CENTER FOR AUTISTIC ADVOCACY'S 2018 GALA 2,500
    SLIPPERY ROCK UNIVERSITY FOUNDATION INC
    125 MORROW FIELD HOUSE
    SLIPPERY ROCK,PA16057     		  PC FOR A POST SECONDARY EDUCATION PROGRAM FOR STUDENTS WITH INTELLECTUAL DISABILITIES 60,000
    SPECIAL OLYMPICS PENNSYLVANIA
    CEDAR RIDGE BUSINESS PARK 200 CEDAR
    RIDGE DRIVE SUITE 214
    PITTSBURGH,PA15205     		  PC TO PROVIDE INCLUSIVE SPORTS ACTIVITIES FOR HIGH SCHOOL STUDENTS WITH INTELLECTUAL DISABILITIES 5,000
    TEMPLE UNIVERSITY INSTITUTE OF DISABILITIES
    1801 N BROAD STREET
    PHILADELPHIA,PA19122     		  PC FOR OUT OF THE SHADOWS DISABILITY CIVIL RIGHTS MOVEMENT FROM NO PITY TO ME TOO EVENT 2,000
    TRANSITIONAL PATHS TO INDEPENDENT LIVING (TRPIL)
    69 EAST BEAU STREET
    WASHINGTON,PA15301     		  PC TO PROVIDE HOME MODIFICATIONS FOR PEOPLE WITH PHYSICAL DISABILITIES 25,000
    UNITED WAY OF SOUTHWESTERN PENNSYLVANIA
    1250 PENN AVENUE
    PITTSBURGH,PA15222     		  PC SUPPORT FOR 21 AND ABLE, TO IMPROVE THE TRANSITION TO ADULTHOOD FOR YOUTH WITH DISABILITIES 60,000
    THE VERLAND FOUNDATION INC
    212 IRIS ROAD
    SEWICKLEY,PA15143     		  PC FOR ACCESSIBLE PLAYGROUND EQUIPMENT FOR CHILDREN WITH INTELLECTUAL AND PHYSICAL DISABILITIES 7,000
    THE WOODLANDS FOUNDATION
    134 SHENOT ROAD
    WEXFORD,PA15090     		  PC SUPPORT FOR AN ADAPTIVE AND INCLUSIVE HEALTH AND WELLNESS CENTER 25,000
    ZOOLOGICAL SOCIETY OF PITTSBURGH
    1 WILD PL
    PITTSBURGH,PA15206     		  PC FOR AN ADA ACCESSIBILITY EVALUATION OF THE PITTSBURGH ZOO & AQUARIUM 30,000
    ALLIANCE FOR REFUGEE YOUTH SUPPORT AND EDUCATION (ARYSE)
    6101 PENN AVENUE SUITE 201
    PITTSBURGH,PA15206     		  PC FOR CREATIVE WRITING AND MEDIA ARTS WORKSHOPS FOR IMMIGRANT AND REFUGEE GIRLS 2,500
    CRIBS FOR KIDS
    5450 SECOND AVENUE
    PITTSBURGH,PA15207     		  PC SPONSORSHIP FOR THE 1ST ANNUAL JUNIOR WOMEN OF ACHIEVEMENT AWARDS 1,000
    EAST END COOPERATIVE MINISTRY
    6140 STATION STREET
    PITTSBURGH,PA15206     		  PC SUPPORT FOR PROGRAMS AND SERVICES FOR HIGH RISK GIRLS IN PITTSBURGH'S EAST END 40,000
    GIRLS ON THE RUN OF UPMC MAGEE-WOMENS HOSPITAL
    3380 BLVD OF THE ALLIES SUITE 336
    PITTSBURGH,PA15213     		  PC SPONSORSHIP OF THE 2019 GIRLS ON THE RUN EVENT 2,500
    GWEN'S GIRLS INC
    711 WEST COMMONS STREET
    PITTSBURGH,PA15212     		  PC FOR A THEATER PRODUCTION ABOUT THE DANGERS OF TEEN DATING VIOLENCE 2,500
    GWEN'S GIRLS INC
    711 WEST COMMONS STREET
    PITTSBURGH,PA15212     		  PC SPONSORSHIP FOR THE 3RD ANNUAL AWARDS DINNER AND BLACK GIRLS EQUITY SUMMIT 5,000
    NEW CASTLE COMMUNITY YMCA
    20 WEST WASHINGTON STREET
    PITTSBURGH,PA16101     		  PC SUPPORT FOR THE DIAMOND GIRLS MENTORING PROGRAM 8,000
    PENNSYLVANIA COALITION AGAINST DOMESTIC VIOLENCE
    3605 VARAN WAY SUITE 101
    HARRISBURG,PA17110     		  PC SUPPORT FOR REGIONAL DV PREVENTION EFFORTS -13,939
    RULING OUR EXPERIENCES INC
    1335 DUBLIN ROAD SUITE 18A
    COLUMBUS,OH43215     		  PC SUPPORT FOR RULING OUR EXPERIENCES (ROX!) PROGRAM TO EMPOWER MIDDLE SCHOOL GIRLS 23,900
    STRONG WOMEN STRONG GIRLS
    1620 MURRAY AVENUE 3RD FLOOR
    PITTSBURGH,PA15217     		  PC SUPPORT TO ADD A MONITORING EVALUATION AND LEARNING (MEL) COORDINATOR POSITION 15,000
    URBAN LEAGUE OF GREATER PITTSBURGH
    610 WOOD STREET
    PITTSBURGH,PA15222     		  PC CONTINUED SUPPORT OF THE BLACK FEMALE LEADERSHIP DEVELOPMENT INSTITUTE 30,000
    WOMEN AND GIRLS FOUNDATION OF SOUTHWEST PENNSYLVANIA
    100 WEST STATION SQUARE DRIVE SUITE
    315
    PITTSBURGH,PA15243     		  PC SUPPORT FOR GIRLGOV, A PROGRAM THAT EMPOWERS HIGH SCHOOL GIRLS 40,000
    ADAGIO HEALTH
    603 STANWIX STREET TWO GATEWAY
    CENTER SUITE 500
    PITTSBURGH,PA15222     		  PC SPONSORSHIP FOR THE SECOND ANNUAL TRANSFORMING WOMEN'S HEALTH SYMPOSIUM 5,000
    BLACKBURN CENTER
    PO BOX 398
    GREENSBURG,PA15601     		  PC FOR AN INITIATIVE TO PREVENT DOMESTIC AND SEXUAL VIOLENCE BY ADDRESSING ROOT CAUSES 60,000
    CITY MISSION - LIVING STONES INC
    155 N GALLATIN AVENUE
    UNIONTOWN,PA15401     		  PC SUPPORT FOR THE EMERGENCY SHELTER FOR HOMELESS WOMEN 25,000
    HEARTH
    3724 MOUNT ROYAL BLVD STE 101
    GLENSHAW,PA15116     		  PC SUPPORT FOR TRANSITIONAL HOUSING SERVICES FOR HOMELESS WOMEN 25,000
    NATIONAL SEXUAL VIOLENCE RESOURCE CENTER PA COALITION AGAINST RAPE
    2101 N FRONT STREET GOVERNORS PLAZA
    NORTH BLDG 2
    HARRISBURG,PA17110     		  PC TO BUILD REGIONAL CAPACITY IN COMMUNICATING ABOUT GENDER-BASED VIOLENCE PREVENTION 20,000
    PENNSYLVANIA ORGANIZATION FOR WOMEN IN EARLY RECOVERY (POWER)
    7501 PENN AVENUE SUITE 8
    PITTSBURGH,PA15208     		  PC GENERAL OPERATING SUPPORT FOR SERVICES TO WOMEN IN RECOVERY 50,000
    PITTSBURGH ACTION AGAINST RAPE
    81 SOUTH 19TH STREET
    PITTSBURGH,PA15203     		  PC SPONSORSHIP FOR AN EVENT TO END SEXUAL VIOLENCE 5,000
    SISTERS PLACE INC
    418 MITCHELL AVENUE
    CLAIRTON,PA15025     		  PC GENERAL OPERATING SUPPORT FOR SERVICES TO ASSIST HOMELESS MOTHERS 30,000
    SOJOURNER HOUSE
    5907 PENN AVENUE
    PITTSBURGH,PA15206     		  PC GENERAL OPERATING SUPPORT FOR SERVICES TO WOMEN IN RECOVERY FROM ADDICTION 30,000
    STANDING FIRM AT WOMEN'S CENTER AND SHELTER OF GREATER PITTSBURGH
    PO BOX 9024
    PITTSBURGH,PA152240024     		  PC OPERATING SUPPORT FOR STANDING FIRM: THE BUSINESS CASE TO END PARTNER VIOLENCE 50,000
    SUSAN G KOMEN GREATER PENNSYLVANIA
    1133 SOUTH BRADDOCK AVENUE
    PITTSBURGH,PA15218     		  PC SPONSORSHIP OF THE 2019 RACE FOR THE CURE 1,500
    UNITED WAY OF SOUTHWESTERN PENNSYLVANIA
    1250 PENN AVENUE
    PITTSBURGH,PA15222     		  PC FOR SWPA SAYS NO MORE, A REGIONAL EFFORT TO PREVENT DOMESTIC AND SEXUAL VIOLENCE 175,000
    URBAN INSTITUTE
    2100 M STREET NW
    WASHINGTON,DC20037     		  PC FOR AN ASSESSMENT OF ALLEGHENY COUNTY'S RESPONSE TO DOMESTIC VIOLENCE AGGRESSORS/OFFENDERS 38,235
    YWCA GREATER PITTSBURGH
    305 WOOD STREET
    PITTSBURGH,PA15222     		  PC SPONSORSHIP FOR THE IN SISTERHOOD: THE WOMEN'S MOVEMENT IN PITTSBURGH EVENT 1,000
    YWCA GREATER PITTSBURGH
    305 WOOD STREET
    PITTSBURGH,PA15222     		  PC SPONSORSHIP FOR 2019 A TRIBUTE TO WOMEN LEADERSHIP AWARDS LUNCHEON 2,500
    Total .................................bullet 3a 1,357,596
    bApproved for future payment
    CONSUMER HEALTH COALITION
    415 E OHIO ST STE 300
    PITTSBURGH,PA15212     		  PC SUPPORT TO ADDRESS BARRIERS TO QUALITY, AFFORDABLE HEALTH CARE FOR PEOPLE WITH DISABILITIES 17,500
    THE FRIENDSHIP CIRCLE OF PITTSBURGH
    1922 MURRAY AVE
    PITTSBURGH,PA15217     		  PC GENERAL OPERATING SUPPORT TO PROMOTE SOCIAL INCLUSION FOR ADULTS WITH DISABILITIES 25,000
    GREATER PITTSBURGH ARTS COUNCIL
    1922 MURRAY AVE
    PITTSBURGH,PA15217     		  PC CONTINUED SUPPORT TO PROMOTE ACCESSIBILITY AND INCLUSION IN ARTS AND CULTURAL ORGANIZATIONS 40,000
    POINT PARK UNIVERSITY
    201 WOOD ST FRONTIER HALL 9TH FLOOR
    PITTSBURGH,PA15222     		  PC SUPPORT FOR THE ALL-ABILITIES MEDIA PROJECT 25,000
    SLIPPERY ROCK UNIVERSITY FOUNDATION INC
    125 MORROW FIELD HOUSE
    SLIPPERY ROCK,PA16057     		  PC FOR A POST SECONDARY EDUCATION PROGRAM FOR STUDENTS WITH INTELLECTUAL DISABILITIES 60,000
    EAST END COOPERATIVE MINISTRY
    6140 STATION STREET
    PITTSBURGH,PA15206     		  PC SUPPORT FOR PROGRAMS AND SERVICES FOR HIGH RISK GIRLS IN PITTSBURGH'S EAST END 20,000
    NEW CASTLE COMMUNITY YMCA
    20 WEST WASHINGTON STREET
    NEW CASTLE,PA16101     		  PC SUPPORT FOR THE DIAMOND GIRLS MENTORING PROGRAM 8,000
    RULING OUR EXPERIENCES INC
    1335 DUBLIN ROAD SUITE 18A
    COLUMBUS,OH43215     		  PC SUPPORT FOR RULING OUR EXPERIENCES (ROX!) PROGRAM TO EMPOWER MIDDLE SCHOOL GIRLS 54,350
    STRONG WOMEN STRONG GIRLS
    1620 MURRAY AVENUE 3RD FLOOR
    PITTSBURGH,PA15217     		  PC SUPPORT TO ADD A MONITORING, EVALUATION, AND LEARNING (MEL) COORDINATOR POSITION 10,000
    BLACKBURN CENTER
    PO BOX 398
    GREENSBURG,PA15601     		120000 PC FOR AN INITIATIVE TO PREVENT DOMESTIC AND SEXUAL VIOLENCE BY ADDRESSING ROOT CAUSES 120,000
    PENNSYLVANIA ORGANIZATION FOR WOMEN IN EARLY RECOVERY (POWER)
    7501 PENN AVENUE SUITE 8
    PITTSBURGH,PA15208     		  PC GENERAL OPERATING SUPPORT FOR SERVICES TO WOMEN IN RECOVERY 100,000
    URBAN INSTITUTE
    2100 M STREET NW
    WASHINGTON,DC20037     		  PC FOR AN ASSESSMENT OF ALLEGHENY COUNTY'S RESPONSE TO DOMESTIC VIOLENCE AGRESSORS/OFFENDERS 21,765
    Total .................................bullet 3b 501,615
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 1,368,012  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 460,309  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,828,321 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,828,321
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    FISA FOUNDATION
    EIN:
    25-0965388
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT AND TAX 14,232 712   13,520
    BOOKKEEPING 10,812 541   10,271
    PAYROLL PROCESSING 1,814 0   1,814

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    FISA FOUNDATION
    EIN:
    25-0965388
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    XEROX COPIER 2014-07-01 5,100 5,100 SL 5.000000000000 0 0    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 ExpenditureResponsibilityStmt
    Name:
    FISA FOUNDATION
    EIN:
    25-0965388
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    AAC INSTITUTE
          		1100 WASHINGTON AVE SUITE 317
    CARNEGIE,PA15106     		2019-05-09 5,000 TO SUPPORT PROGRAMS FOR CHILDREN WITH DISABILITIES WHO USE AUGMENTATIVE COMMUNICATION 5,000     2019-06-27  

    TY 2018 GeneralExplanationAttachment
    Name:
    FISA FOUNDATION
    EIN:
    25-0965388
    Identifier Return Reference Explanation
      FORM 990PF, PART XV, LINE 2B, 2C, AND 2D FISA FOUNDATION (FISA) IS A PRIVATE GRANTMAKING FOUNDATION WITH THE MISSION OF BUILDING A CULTURE OF RESPECT AND IMPROVING THE QUALITY OF LIFE FOR WOMEN, GIRLS AND PEOPLE WITH DISABILITIES IN SOUTHWESTERN PENNSYLVANIA. FISA ENVISIONS COMMUNITIES WHERE THESE THREE POPULATIONS REACH THEIR FULL POTENTIAL, ARE SAFE AND HEALTHY, AND PARTICIPATE FULLY IN SOCIETY, THUS ENRICHING THEIR OWN LIVES AND THOSE OF OTHERS. DURING ITS MORE THAN 100 YEAR EXISTENCE, FISA'S MISSION HAS REMAINED CONSISTENT, BUT THE FOCUS OF ITS ACTIVITIES HAS CONTINUALLY EVOLVED TO MEET CHANGING NEEDS. THE MISSION BEGAN IN 1911 WHEN ALUMNAE OF SIX GIRLS' SCHOOLS FORMED A MEMBERSHIP ORGANIZATION THAT EVENTUALLY BECAME KNOWN AS THE FEDERATION OF INDEPENDENT SCHOOL ALUMNAE (FISA). THEIR FIRST PROJECT WAS TO ESTABLISH HARMARVILLE CONVALESCENT HOME FOR WOMEN, SERVING AT-RISK WOMEN AND THEIR BABIES. FORTY YEARS LATER, THEY RE-ENGINEERED THE HOME'S FOCUS TO BECOME HARMARVILLE REHABILITATION CENTER, WHICH BECAME INTERNATIONALLY KNOWN FOR ITS INNOVATIVE THERAPIES FOR PEOPLE WITH PHYSICAL DISABILITIES. IN 1996, TO MEET THE FINANCIAL CHALLENGES OF A CHANGING HEALTHCARE MARKET, THE FEDERATION AND HARMARVILLE BOARDS DECIDED TO SELL THE NOT-FOR-PROFIT CENTER TO A FOR-PROFIT CORPORATION. THE ENDOWMENT OF THE FISA FOUNDATION WAS CREATED WITH THE PROCEEDS OF THE SALE. BECAUSE FISA'S ASSETS CAME FROM THE SALE OF A HEALTHCARE INSTITUTION, IN KEEPING WITH THE LEGAL DOCTRINE OF CY PRS, ALL OF THE FOUNDATION'S WORK IS FOCUSED IN AREAS RELATED TO HEALTH AND HUMAN SERVICES. IN 2000, THE NAME OF THE ORGANIZATION WAS LEGALLY CHANGED TO FISA FOUNDATION. FISA'S FINANCE AND INVESTMENT COMMITTEE OVERSEES THE INVESTMENTS OF THE FOUNDATION, IN CONJUNCTION WITH THE CHIEF INVESTMENT ADVISORS (HIRTLE, CALLAGHAN & CO.) AND CUSTODIAN (DEUTSCHE BANK). FISA AGREED TO RETAIN VARIOUS LIABILITIES STEMMING FROM THE HARMARVILLE REHABILITATION CENTER AGREEMENT OF SALE. THESE OBLIGATIONS ARE NOW SATISFIED EXCEPT FOR SUPPLEMENTAL PENSION PAYMENTS TO TWO RETIREES AND A SMALL CHARITABLE ANNUITY PAYMENT TO A HARMARVILLE DONOR. AN IRS RULING LETTER DATED NOVEMBER 23, 2001, HELD THAT ALL EXPENSES PAID WITH RESPECT TO LIABILITIES ASSUMED FROM HARMARVILLE ARE QUALIFYING DISTRIBUTIONS FOR A PRIVATE FOUNDATION.FISA'S BOARD OF DIRECTORS AND STAFF FURTHER THE MISSION THROUGH A VARIETY OF ACTIVITIES TO RAISE AWARENESS ABOUT THE NEEDS OF WOMEN, GIRLS, AND PEOPLE WITH DISABILITIES, TO STRENGTHEN NONPROFITS THAT SERVE THESE POPULATIONS, TO IMPROVE AVAILABLE SERVICES, AND TO PROMOTE SYSTEM-WIDE CHANGE IN SOUTHWESTERN PENNSYLVANIA. THE MOST SIGNIFICANT OF THESE ACTIVITIES IS GRANTMAKING. FISA FOUNDATION STRATEGIC PRIORITIES NOTE: FISA FOUNDATION FOCUSES ITS DISABILITY-RELATED GRANTMAKING ON ADULTS AND CHILDREN WITH PHYSICAL, INTELLECTUAL, SENSORY, AND DEVELOPMENTAL DISABILITIES. 1. IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE WITH DISABILITIES, WOMEN, AND GIRLS (PARTICULARLY WOMEN AND GIRLS OF COLOR). PRIORITY WILL BE GIVEN TO PROPOSALS FOCUSING ON SYSTEMIC CHANGE, AND TO PROPOSALS THAT ADDRESS:- IMPROVING ACCESS TO HEALTH CARE AND DENTAL CARE FOR PEOPLE WITH SIGNIFICANT OR COMPLEX DISABILITIES. -EXPAND ACCESSIBLE HEALTH SERVICES AVAILABLE ACROSS SWPA. PRIORITY WILL BE GIVEN TO MAKING EXISTING COMMUNITY-BASED HEALTH SERVICES ACCESSIBLE AND WELCOMING VS. DEVELOPING SPECIALIZED CLINICS TO SERVE ONLY INDIVIDUALS WITH DISABILITIES. - TRAIN HEALTH PROFESSIONALS TO MORE EFFECTIVELY WORK WITH INDIVIDUALS WITH DISABILITIES. - NOTE: REQUESTS FOR ACCESSIBLE EQUIPMENT OR OTHER EFFORTS TO IMMEDIATELY REMOVE BARRIERS WILL ONLY BE CONSIDERED IF THEY ALSO INCLUDE A PLAN FOR TRAINING STAFF AND/OR UPDATING POLICIES TO INSTITUTIONALIZE ACCESSIBILITY).- ADVOCATING FOR STRATEGIC CHANGES TO LEGISLATION, POLICY, PRACTICE OR THE COMMUNITY'S UNDERSTANDING OF ISSUES TO IMPROVE THE HEALTH AND WELL-BEING OF INDIVIDUALS WITH DISABILITIES, WOMEN AND GIRLS, PARTICULARLY WOMEN AND GIRLS OF COLOR.2. ADDRESS THE EPIDEMIC OF ABUSE (SPECIFICALLY SEXUAL ASSAULT AND DOMESTIC VIOLENCE) THAT DISPROPORTIONATELY IMPACTS WOMEN, GIRLS, AND PEOPLE WITH DISABILITIES. PRIORITY WILL BE GIVEN TO PROPOSALS THAT ADDRESS:- PREVENTION BY: - ENGAGING MEN AND BOYS IN CHANGING MEN'S BEHAVIOR AND ATTITUDES - INCREASING OFFENDER ACCOUNTABILITY - INCREASING BYSTANDER INTERVENTION - CHANGING SOCIAL NORMS THAT PROMOTE VIOLENCE.- ENSURING THAT INDIVIDUALS WITH DISABILITIES (AND OTHER VULNERABLE/UNDERSERVED GROUPS OF VICTIMS) HAVE ACCESS TO NEEDED SERVICES.- INCORPORATING DISABILITY-SPECIFIC ISSUES INTO ABUSE PREVENTION EFFORTS - ADVOCACY EFFORTS AND POLICY CHANGE.3. REMOVE SOCIETAL BARRIERS AND PROMOTE EQUITABLE OPPORTUNITIES FOR WOMEN, GIRLS, AND PEOPLE WITH DISABILITIES. PRIORITY WILL BE GIVEN TO PROPOSALS THAT ADDRESS:- PIPELINES TO EMPLOYMENT FOR PEOPLE WITH DISABILITIES.- MEANINGFUL COMMUNITY ENGAGEMENT AND FULL INCLUSION OF PEOPLE WITH DISABILITIES.- EMPOWER GIRLS AND WOMEN, PARTICULARLY THOSE WHO STRUGGLE WITH ADDICTION, HOMELESSNESS, TRAUMA, AND POVERTY, TO LEAD PRODUCTIVE AND DIGNIFIED LIVES, TO HAVE EQUITABLE OPPORTUNITIES FOR SUCCESS, AND TO REACH THEIR FULL POTENTIAL. NOTE: PROPOSED PROGRAMS AND SERVICES SHOULD BE RESPONSIVE TO INTERSECTING IDENTITIES AND EXPERIENCES (INCLUDING RACE, SOCIOECONOMICS, ABILITY, SEXUAL ORIENTATION OR IDENTITY).PROSPECTIVE GRANTEES SHOULD BEGIN BY REVIEWING FISA FOUNDATION'S WEBSITE (WWW.FISAFOUNDATION.ORG) FOR DETAILED INFORMATION ABOUT THE APPLICATION PROCESS. GRANT APPLICANTS ARE ENCOURAGED TO SUBMIT A LETTER OF INQUIRY OUTLINING THE NEED TO BE ADDRESSED, A BRIEF DESCRIPTION OF THE PROPOSED PROJECT OR PROGRAM, AND THE AMOUNT OF THE REQUEST. LETTERS SHOULD BE ACCOMPANIED BY A COMPLETED FISA FOUNDATION APPLICATION FORM AND INCLUDE THE MOST RECENT IRS DETERMINATION LETTER AND A CURRENT BOARD OF DIRECTORS LIST (INCLUDING THE PROFESSIONAL AFFILIATIONS OF EACH BOARD MEMBER).
      990 PF, STATEMENT 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.
      FORM 990PF, PART IX-A, LINE 1 IN ADDITION TO AWARDING GRANTS, FISA FOUNDATION STAFF ARE ENGAGED IN A VARIETY OF OTHER ACTIVITIES DESIGNED TO PROMOTE ITS MISSION. DELIVERING PROGRAMS:PERIODICALLY FISA IDENTIFIES A GAP IN PROGRAMMING THAT NONE OF OUR GRANTEES OR PARTNERS IS WELL POSITIONED TO ADDRESS, AND THE FOUNDATION MAY STEP IN TO ASSIST WITH ADMINISTRATIVE AND LEADERSHIP RESPONSIBILITY FOR EVENTS AND TIME LIMITED PROGRAMS THAT ADVANCE ITS MISSION. FOR EXAMPLE, AS PART OF ITS WORK TO PREVENT DOMESTIC AND SEXUAL VIOLENCE, FISA IDENTIFIED A GAP IN COORDINATING EFFORTS AND RALLYING PUBLIC LEADERSHIP FOR CULTURE CHANGE. IN RESPONSE, FISA UNDERTOOK THE DEVELOPMENT OF SOUTHWEST PA SAYS NO MORE, A REGIONAL INITIATIVE FOCUSED ON ENDING DOMESTIC AND SEXUAL VIOLENCE AND IN 2015 EXPANDED THIS EFFORT THROUGH A PARTNERSHIP WITH UNITED WAY OF SOUTHWEST PA. SOME OF THIS EFFORT HAS BEEN SUPPORTED VIA GRANTS, BUT FISA STAFF, BOARD MEMBERS AND CONSULTANTS DEVELOPED THE STRATEGY, ENGAGED NONPROFIT PARTNERS, MAINTAINED THE WEBSITE AND SOCIAL MEDIA PRESENCE, DEVELOPED A VIDEO LIBRARY, AND HAVE SYSTEMATICALLY CULTIVATED PUBLIC LEADERSHIP ACROSS ALL SECTORS. FISA FOUNDATION, WITH PARTNERS, PLANNED A LEADERSHIP BREAKFAST FOR CORPORATE CEOS FOCUSED ON ENDING DOMESTIC AND SEXUAL VIOLENCE, EXPANDED IMPLEMENTATION OF COACHING BOYS INTO MEN A DATING VIOLENCE PREVENTION PROGRAM, AND CO-PRODUCED A PUBLIC SIGNING OF THE FATHER'S DAY PLEDGE TO END GENDER VIOLENCE. ADDITIONALLY, FISA SPONSORED AND PRODUCED A SERIES OF CAPACITY BUILDING TRAININGS AND EVENTS FOR ITS NONPROFIT PARTNERS.COMMISSIONING REPORTS:FISA PERIODICALLY ISSUES REPORTS ON TOPICS RELATED TO ITS MISSION. MOST RECENTLY, FISA COMMISSIONED PUBLIC POLLING ON MEN'S ATTITUDES ABOUT DOMESTIC AND SEXUAL VIOLENCE AND THE #METOO MOVEMENT, AND THEN ISSUED A REPORT TO PROMOTE PUBLIC DIALOGUE ABOUT CHANGING SOCIAL NORMS. CONVENING WORKGROUPS TO CREATE IMPACT:FISA'S STAFF CONVENES FORMAL AND INFORMAL WORKGROUPS TO STUDY ISSUES AND PROMOTE COMMUNITY ACTION. OVER THE PAST SEVERAL YEARS, THE FOUNDATION HAS INITIATED DISCUSSIONS ADDRESSING ABUSE OF PEOPLE WITH DISABILITIES, IMPROVING ACCESS TO HEALTH CARE AND DENTAL CARE FOR INDIVIDUALS WITH COMPLEX PHYSICAL OR DEVELOPMENTAL DISABILITIES, AND OPPORTUNITIES TO STRENGTHEN ACCOUNTABILITY FOR BATTERERS IN ORDER TO PREVENT FUTURE ABUSE. EACH OF THESE CONVENINGS HAS SUPPORTED NETWORKING AND RELATIONSHIP BUILDING AMONG LOCAL LEADERS AND GENERATED INTEREST AND ENTHUSIASM FOR COLLABORATIONS AND INNOVATIVE PROBLEM SOLVING. TECHNICAL SUPPORT AND CONSULTATION TO GRANTEES: FISA FOUNDATION (FISA) REGULARLY ASSISTS GRANTEES IN NETWORKING AND CONNECTING WITH COMMUNITY RESOURCES. FISA OFTEN INVESTS CONSIDERABLE TIME ASSISTING NONPROFIT LEADERS IN ARTICULATING AGENCY GOALS, FINDING CONSULTANTS, MAKING CONTACT WITH OTHER FOUNDATIONS, OR LEARNING ABOUT EXISTING PROGRAMS AND SERVICES IN THE COMMUNITY. WHEN THEMES EMERGE FROM MULTIPLE GRANTEES, FISA BRINGS GROUPS TOGETHER TO WORK ON SHARED SOLUTIONS TO COMMON ISSUES. IN ADDITION, FISA REGULARLY ASSISTS ITS GRANTEES IN GENERATING AUDIENCES FOR EVENTS RELATED TO DISABILITIES, WOMEN, AND GIRLS. THE FOLLOWING ARE EXAMPLES OF WAYS IN WHICH FISA PROVIDED TECHNICAL SUPPORT AND CONSULTATION TO LOCAL NONPROFIT ORGANIZATIONS DURING THE PAST YEAR: " PRODUCED TOOLKITS FOR NONPROFITS ON ADDING DIVERSITY TO NONPROFIT BOARDS, AND MORE INCLUSIVE RECRUITING PRACTICES TO HELP GIRL-SERVING AGENCIES REACH GIRLS WITH DISABILITIES." PARTICIPATED IN A SERIES OF WORKGROUPS AS PART OF THE BLACK GIRLS EQUITY ALLIANCE CONVENED BY GRANTEE GWEN'S GIRLS. BOTH THE PROGRAM OFFICER AND EXECUTIVE DIRECTOR ATTENDED NUMEROUS MEETINGS ABOUT SEXUAL HARASSMENT IN SCHOOLS, HEALTH, EDUCATION, TRAUMA, JUVENILE JUSTICE INVOLVEMENT. AS A DIRECT OUTGROWTH OF THESE MEETINGS, FISA COMMISSIONED ALLEGHENY COUNTY JUVENILE PROBATION TO CREATE A DASHBOARD TO MAKE DATA PUBLICLY AVAILABLE. " ASSISTED WOMEN'S LAW PROJECT IN CONCEPTUALIZING AND LAUNCHING #METOOPA, A HELPLINE FOR STUDENTS AND LOW WAGE WORKERS WHO ARE SEXUALLY HARASSED OR ASSAULTED AT SCHOOL OR WORK." SERVED AS AN ADVISOR TO THE UNITED WAY OF SOUTHWEST PA FOR ITS 21 AND ABLE INITIATIVE, TO IMPROVE THE TRANSITION TO ADULTHOOD FOR YOUNG ADULTS WITH DISABILITIES, TO ADDRESS THE NEEDS OF INDIVIDUALS WITH COMPLEX DISABILITIES AND TO BEGIN TO ADDRESS THE LACK OF AFFORDABLE ACCESSIBLE HOUSING.BECAUSE FISA IS A "NICHE" FOUNDATION WITH SIGNIFICANT EXPERTISE RELATED TO WOMEN, GIRLS AND PEOPLE WITH DISABILITIES, STAFF MEMBERS ARE OFTEN ASKED TO SPEAK AT EDUCATIONAL MEETINGS AND SPECIAL EVENTS. SERVING ON COMMUNITY COMMITTEES AND ADVISORY BOARDS: FISA FOUNDATION'S STAFF AND BOARD OF DIRECTORS STRIVE TO RAISE AWARENESS AMONG OTHER GRANTMAKERS AND COMMUNITY LEADERS ABOUT THE NEEDS OF WOMEN, GIRLS, AND PEOPLE WITH DISABILITIES WHEN ASSESSING COMMUNITY SERVICE GAPS AND FORMULATING SOLUTIONS. OFTEN THIS TYPE OF CONSULTATION OCCURS INFORMALLY. IN ADDITION, FISA'S EXECUTIVE DIRECTOR SERVES AS A MEMBER OF UPMC'S DISABILITY RESOURCE CENTER ADVISORY BOARD, OFFICE OF CHILD DEVELOPMENT ADVISORY BOARD, AND THE FINANCE COMMITTEE FOR GRANTMAKERS OF WESTERN PENNSYLVANIA. SHE IS REGULARLY CALLED UPON TO SERVE AS A PRESENTER AT EVENTS AND WEBINARS.

    TY 2018 InvestmentsOtherSchedule2
    Name:
    FISA FOUNDATION
    EIN:
    25-0965388
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    HIRTLE CALLAGHAN PRIVATE EQUITY FUND V FMV 3,945 3,945
    HC PRIVATE EQUITY OFFSHORE FUND VI FMV 340,187 340,187
    HC TOTAL RETURN II OFFSHORE FUND FMV 4,192,652 4,192,652
    HC PRIVATE EQUITY OFFSHORE FUND VII FMV 435,547 435,547
    DWS MONEY MARKET FUNDS FMV 489,435 489,435
    HIRTLE CALLAGHAN CAPITAL TRUST FIXED INCOME OPPORTUNITY PORTFOLIO FMV 1,587,777 1,587,777
    HIRTLE CALLAGHAN TRUST VALUE EQUITY PORTFOLIO FMV 6,966,896 6,966,896
    HIRTLE CALLAGHAN TRUST GROWTH PORTFOLIO FMV 6,933,929 6,933,929
    HIRTLE CALLAGHAN SMALL CAP EQUITY PORTFOLIO FMV 595,398 595,398
    HIRTLE CALLAGHAN INTERNATIONAL EQUITY PORTFOLIO FMV 7,454,540 7,454,540
    VANGUARD FIXED INCOME SECS FUND INFLATION PROTECTED SECS FUND FMV 1,409,078 1,409,078
    HC CAPITAL TRUST EMERGIN MARKETS PORTFOLIO FMV 3,711,772 3,711,772
    HC TRUST US CORPORATE FIXED INCOME SECURITIES PORTFOLIO FMV 1,039,196 1,039,196
    HC TRUST US GOVERNMENT FIXED INCOME SECURITIES PORTFOLIO FMV 865,423 865,423
    HC CAPITAL TRUST US MORTGAGE/ASSET BACK FIXED INCOME SECURITIES FMV 830,334 830,334
    PE VIII OFFSHORE FMV 84,772 84,772
    HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX FMV 820,043 820,043
    HC CAPITAL TRUST REAL ESTATE SECURITIES FMV 526,240 526,240
    HIRTLE CALLAGHAN PRIVATE EQUITY FUND X FMV 853,651 853,651
    HIRTLE CALLAGHAN PRIVATE EQUITY FUND XI FMV 353,814 353,814
    ISHARES 1-3 YEAR CREDIT BOND ETF FMV 400,800 400,800
    SPDR SERIES TRUST PORTFOLIO SHORT ETF FMV 338,580 338,580
    VANGUARD SHORT TERM CORPORATE BOND ETF FMV 403,400 403,400
    OTHER INVESTMENTS FMV 117,049 117,049

    TY 2018 LandEtcSchedule2
    Name:
    FISA FOUNDATION
    EIN:
    25-0965388
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    XEROX COPIER 5,100 5,100 0  


    TY 2018 OtherAssetsSchedule
    Name:
    FISA FOUNDATION
    EIN:
    25-0965388
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSIT 4,094 4,094 4,094
    PREPAID BENEFITS 680 680 680
    TRAVEL ADVANCE 876 0 0


    TY 2018 OtherExpensesSchedule
    Name:
    FISA FOUNDATION
    EIN:
    25-0965388
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES AND SUBSCRIPTIONS 5,263 0   5,263
    INSURANCE 5,148 0   5,148
    MISCELLANEOUS 7,850 0   7,850
    OTHER DISCONTINUED OPERATIONS 10,865 0   10,865
    SOFTWARE/ HARDWARE 13,647 0   13,647
    WEBSITE 3,580 0   3,580
    OFFICE SUPPLIES 8,862 0   8,862


    TY 2018 OtherIncreasesSchedule
    Name:
    FISA FOUNDATION
    EIN:
    25-0965388
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 150,800


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    FISA FOUNDATION
    EIN:
    25-0965388
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTING FEES 144,905 144,905   0
    BANKING FEES 32,474 32,474   0
    OTHER OUTSIDE SERVICES 3,264 0   3,264


    TY 2018 TaxesSchedule
    Name:
    FISA FOUNDATION
    EIN:
    25-0965388
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 32,866 0   0
    UBIT 1,000 0   0