-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
07-01-2019
, and ending
06-30-2020
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
,
PA
15222
A Employer identification number
25-0965388
B
Telephone number (see instructions)
(412) 456-5550
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
39,166,291
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
12,418
2
Check
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
773,819
773,819
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
4,713,965
b
Gross sales price for all assets on line 6a
35,227,577
7
Capital gain net income (from Part IV, line 2)
...
4,713,965
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
........
5,500,202
5,487,784
13
Compensation of officers, directors, trustees, etc.
158,143
1,977
156,166
14
Other employee salaries and wages
......
157,255
3,460
149,996
15
Pension plans, employee benefits
.......
67,285
1,346
65,939
16a
Legal fees (attach schedule)
.........
3,064
153
2,911
b
Accounting fees (attach schedule)
.......
28,353
1,328
27,025
c
Other professional fees (attach schedule)
....
187,167
139,872
47,295
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
53,396
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
63,053
0
65,235
21
Travel, conferences, and meetings
.......
17,235
0
17,235
22
Printing and publications
..........
3,140
0
3,140
23
Other expenses (attach schedule)
.......
39,222
0
40,079
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
777,313
148,136
575,021
25
Contributions, gifts, grants paid
.......
1,191,000
1,405,115
26
Total expenses and disbursements.
Add lines 24 and 25
1,968,313
148,136
1,980,136
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
3,531,889
b
Net investment income
(if negative, enter -0-)
5,339,648
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
4,356
45,239
45,239
2
Savings and temporary cash investments
.........
150,416
99,741
99,741
3
Accounts receivable
2,087
Less: allowance for doubtful accounts
2,087
2,087
2,087
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
13,854
13,854
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
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
40,754,458
38,998,650
38,998,650
14
Land, buildings, and equipment: basis
5,100
Less: accumulated depreciation (attach schedule)
5,100
15
Other assets (describe
)
4,774
6,720
6,720
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
40,916,091
39,166,291
39,166,291
17
Accounts payable and accrued expenses
..........
28,275
22,337
18
Grants payable
.................
501,615
282,500
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
)
23
Total liabilities
(add lines 17 through 22)
.........
529,890
304,837
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
40,269,152
38,748,090
25
Net assets with donor restrictions
............
117,049
113,364
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
40,386,201
38,861,454
30
Total liabilities and net assets/fund balances
(see instructions)
.
40,916,091
39,166,291
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
40,386,201
2
Enter amount from Part I, line 27a
.....................
2
3,531,889
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
43,918,090
5
Decreases not included in line 2 (itemize)
5
5,056,636
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
38,861,454
Form
990-PF
(2019)
Form 990-PF (2019)
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 SECURITIS
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
814,734
814,734
b
34,412,843
30,513,612
3,899,231
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
814,734
b
3,899,231
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
4,713,965
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
...................
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?
Yes
No
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))
2018
1,899,135
39,892,949
0.047606
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
2
Total
of line 1, column (d)
.....................
2
0.251618
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
0.050324
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
37,646,979
5
Multiply line 4 by line 3
......................
5
1,894,547
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
53,396
7
Add lines 5 and 6
........................
7
1,947,943
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,980,136
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
(2019)
Form 990-PF (2019)
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
and enter “N/A" on line 1.
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
53,396
here
and 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
53,396
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
53,396
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
67,250
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
67,250
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
13,854
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
13,854
Refunded
11
0
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
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)
PA
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 2019 or the taxable year beginning in 2019? 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
(2019)
Form 990-PF (2019)
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 address
WWW.FISAFOUNDATION.ORG
14
The books are in care of
SUSAN M CLARKE
Telephone no.
(412) 456-5550
Located at
535 SMITHFIELD STREET - SUITE 710
PITTSBURGH
PA
ZIP+4
15222
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
5.00
0
0
0
535 SMITHFIELD STREET SUITE 710
PITTSBURGH
,
PA
15222
PAULA K DAVIS
BOARD VICE PRESIDENT
2.00
0
0
0
535 SMITHFIELD STREET SUITE 710
PITTSBURGH
,
PA
15222
KATHLEEN MINNOCK
BOARD TREASURER
2.00
0
0
0
535 SMITHFIELD STREET SUITE 710
PITTSBURGH
,
PA
15222
SUSAN CARDILLO
BOARD SECRETARY
2.00
0
0
0
535 SMITHFIELD STREET SUITE 710
PITTSBURGH
,
PA
15222
JOSIE BADGER
BOARD MEMBER
2.00
0
0
0
535 SMITHFIELD STREET SUITE 710
PITTSBURGH
,
PA
15222
JUDY BARRICELLA
BOARD MEMBER
2.00
0
0
0
535 SMITHFIELD STREET SUITE 710
PITTSBURGH
,
PA
15222
MARSHA BLANCO
BOARD MEMBER
2.00
0
0
0
535 SMITHFIELD STREET SUITE 710
PITTSBURGH
,
PA
15222
LOUISE R BROWN
BOARD MEMBER
2.00
0
0
0
535 SMITHFIELD STREET SUITE 710
PITTSBURGH
,
PA
15222
JANE C BURGER
BOARD MEMBER
2.00
0
0
0
535 SMITHFIELD STREET SUITE 710
PITTSBURGH
,
PA
15222
BARBARA R DEWITT
BOARD MEMBER
2.00
0
0
0
535 SMITHFIELD STREET SUITE 710
PITTSBURGH
,
PA
15222
HOLLY DICK
BOARD MEMBER
2.00
0
0
0
535 SMITHFIELD STREET SUITE 710
PITTSBURGH
,
PA
15222
MELANIE HARRINGTON
BOARD MEMBER (UNTIL DEC 2019)
2.00
0
0
0
535 SMITHFIELD STREET SUITE 710
PITTSBURGH
,
PA
15222
MARSHA JONES
BOARD MEMBER
2.00
0
0
0
535 SMITHFIELD STREET SUITE 710
PITTSBURGH
,
PA
15222
CHERYL KUBELICK PHD
BOARD MEMBER
2.00
0
0
0
535 SMITHFIELD STREET SUITE 710
PITTSBURGH
,
PA
15222
JENNIFER LUNDY-BRIGGS
BOARD MEMBER
2.00
0
0
0
535 SMITHFIELD STREET SUITE 710
PITTSBURGH
,
PA
15222
MONICA MENDEZ
BOARD MEMBER
2.00
0
0
0
535 SMITHFIELD STREET SUITE 710
PITTSBURGH
,
PA
15222
THENA ROBINSON MOCK
BOARD MEMBER
2.00
0
0
0
535 SMITHFIELD STREET SUITE 710
PITTSBURGH
,
PA
15222
SHIRL REGAN
BOARD MEMBER
2.00
0
0
0
535 SMITHFIELD STREET SUITE 710
PITTSBURGH
,
PA
15222
KAREN FARMER WHITE
BOARD MEMBER
2.00
0
0
0
535 SMITHFIELD STREET SUITE 710
PITTSBURGH
,
PA
15222
KRISTY TRAUTMANN
EXECUTIVE DIRECTORS
40.00
158,143
22,289
4,770
535 SMITHFIELD STREET SUITE 710
PITTSBURGH
,
PA
15222
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
90,362
9,515
4,770
535 SMITHFIELD STREET - SUITE 710
PITTSBURGH
,
PA
15222
SUSAN CLARKE
OFFICE MANAGER
37.50
62,624
14,476
0
535 SMITHFIELD STREET - SUITE 710
PITTSBURGH
,
PA
15222
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
121,771
300 BARR HARBOR DRIVE
WEST CONSHOHOCKEN
,
PA
19428
Total
number of others receiving over $50,000 for professional services
.............
0
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
248,535
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
32,962,322
b
Average of monthly cash balances
.......................
1b
117,614
c
Fair market value of all other assets (see instructions)
................
1c
5,140,347
d
Total
(add lines 1a, b, and c)
.........................
1d
38,220,283
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
38,220,283
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
573,304
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
37,646,979
6
Minimum investment return.
Enter 5% of line 5
..................
6
1,882,349
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
1,882,349
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
53,396
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
53,396
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
1,828,953
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
1,828,953
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
1,828,953
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
1,980,136
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
1,980,136
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
53,396
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,926,740
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
1,828,953
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
838,055
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,980,136
a
Applied to 2018, but not more than line 2a
838,055
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 2019 distributable amount
.....
1,142,081
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter 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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
686,872
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 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The 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
,
PA
15222
(412) 456-5500
b
The form in which applications should be submitted and information and materials they should include:
SEE ATTACHMENT
c
Any submission deadlines:
SEE ATTACHMENT
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE ATTACHMENT
Form
990-PF
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
ACHIEVA
771 BINGHAM ST
PITTSBURGH
,
PA
152031007
PC
SUPPORT FOR THE WESTERN PENNSYLVANIA DISABILITY HISTORY AND ACTION CONSORTIUM
26,000
ARC HUMAN SERVICES INC
470 JOHNSON ROAD STE 200
WASHINGTON
,
PA
153018944
PC
GENERAL OPERATING SUPPORT TO SERVE PEOPLE WITH DISABILITIES DURING THE COVID-19 CRISIS
10,000
AUTISM CONNECTION OF PA
35 WILSON STREET SUITE 100
PITTSBURGH
,
PA
152231719
PC
GENERAL OPERATING SUPPORT TO SERVE INDIVIDUALS WITH AUTISM AND THEIR FAMILIES
30,000
AUTISM URBAN CONNECTIONS INC
23 TECUMSEH STREET
PITTSBURGH
,
PA
152071681
PC
OPERATING SUPPORT FOR RESOURCES AND EDUCATION TO BLACK FAMILIES OF CHILDREN WITH AUTISM
5,000
AUTISM URBAN CONNECTIONS INC
23 TECUMSEH STREET
PITTSBURGH
,
PA
152071681
PC
OPERATING SUPPORT TO ADDRESS INCREASED EXPENSES ASSOCIATED WITH COVID-19
5,000
BETHLEHEM HAVEN
905 WATSON ST
PITTSBURGH
,
PA
152194709
PC
GENERAL OPERATING SUPPORT FOR SERVICES TO HOMELESS WOMEN
40,000
BLACKBURN CENTER
PO BOX 398
GREENSBURG
,
PA
156010246
PC
CONTINUED SUPPORT FOR AN INITIATIVE TO PREVENT DOMESTIC AND SEXUAL VIOLENCE BY ADDRESSING ROOT CAUSES
60,000
CLASS
1400 SOUTH BRADDOCK AVENUE
PITTSBURGH
,
PA
152181264
PC
GENERAL OPERATING SUPPORT TO SERVE PEOPLE WITH DISABILITIES DURING THE COVID-19 CRISIS
10,000
CLASS
1400 SOUTH BRADDOCK AVENUE
PITTSBURGH
,
PA
152181264
PC
SPONSORSHIP OF THE 2019 COMMUNITY HEROES AWARDS DINNER
2,500
CONSUMER HEALTH COALITION
415 E OHIO STREET STE 300
PITTSBURGH
,
PA
152125551
PC
SUPPORT FOR THE HEALTH COMMITTEE FOR PEOPLE WITH DISABILITIES
17,500
COURT APPOINTED SPECIAL ADVOCATES OF ALLEGHENY COUNTY
564 FORBES AVE STE 1302
PITTSBURGH
,
PA
152192910
PC
TO PROVIDE ADVOCACY FOR CHILDREN WITH DISABILITIES WHO HAVE BEEN ABUSED OR NEGLECTED
20,000
CRISIS CENTER NORTH INC
PO BOX 101093
PITTSBURGH
,
PA
152372109
PC
SUPPORT TO ENSURE THE NEW DOMESTIC VIOLENCE FACILITY IS ACCESSIBLE
25,000
DUQUESNE UNIVERSITY OF THE HOLY SPIRIT
600 FORBES AVENUE 4TH FLOOR
PITTSBURGH
,
PA
15282
PC
FOR EQUITY ACCESS: EDUCATING AND EMPOWERING NURSES TO MAKE HEALTHCARE MORE ACCESSIBLE
30,000
EAST END COOPERATIVE MINISTRY
6140 STATION ST
PITTSBURGH
,
PA
152063134
PC
SUPPORT FOR GIRL TALK, A PREVENTION PROGRAM FOR AT-RISK MIDDLE AND HIGH SCHOOL GIRLS IN PITTSBURGH'S EAST END
60,000
EAST END COOPERATIVE MINISTRY
6140 STATION ST
PITTSBURGH
,
PA
152063134
PC
SUPPORT FOR PROGRAMS AND SERVICES FOR HIGH RISK GIRLS IN PITTSBURGH'S EAST END
20,000
EDUCATION LAW CENTER
1315 WALNUT ST STE 400
PHILADELPHIA
,
PA
191074705
PC
FOR ADVOCACY TO ENSURE THAT CHILDREN WITH DISABILITIES HAVE ACCESS TO APPROPRIATE EDUCATION
60,000
FAYETTE COUNTY COMMUNITY ACTION AGENCY INC
108 N BEESON BLVD
UNIONTOWN
,
PA
154017401
PC
CONTINUED SUPPORT FOR THE NURSE FAMILY PARTNERSHIP PROGRAM
40,000
FAYETTE COUNTY COMMUNITY ACTION AGENCY INC
108 N BEESON BLVD
UNIONTOWN
,
PA
154017401
PC
SUPPORT TO IMPROVE ACCESSIBILITY OF AGENCY WEBSITE
1,000
FILM PITTSBURGH
1789 S BRADDOCK AVE STE 565
PITTSBURGH
,
PA
152181889
PC
SUPPORT FOR THE 2019 PITTSBURGH REELABILITIES, A DISABILITY-THEMED FILM FESTIVAL
5,000
GIRLS HOPE OF PITTSBURGH
1005 BEAVER GRADE ROAD SUITE 103
CORAOPOLIS
,
PA
15108
PC
SUPPORT FOR A RESIDENTIAL PROGRAM FOR AT-RISK GIRLS
5,000
GLOBAL LINKS
700 TRUMBULL DR
PITTSBURGH
,
PA
152054363
PC
FOR THE PROCUREMENT AND DISTRIBUTION OF WINDOWED FACE MASKS TO DISABILITY AGENCIES
10,000
GRANTMAKERS OF WESTERN PENNSYLVANIA INC
650 SMITHFIELD ST SUITE 210
PITTSBURGH
,
PA
152223907
PC
SUPPORT TO MAKE CENSUS 2020 OUTREACH ACCESSIBLE TO PEOPLE WITH DISABILITIES
5,000
GREATER PITTSBURGH ARTS COUNCIL
810 PENN AVENUE SUITE 600
PITTSBURGH
,
PA
152223611
PC
CONTINUED SUPPORT TO PROMOTE ACCESSIBILITY AND INCLUSION IN ARTS AND CULTURAL ORGANIZATIONS
40,000
GWEN'S GIRLS INC
711 WEST COMMONS 3RD FLOOR
PITTSBURGH
,
PA
152125239
PC
CONFERENCE SPONSORSHIP FOR THE 4TH ANNUAL EQUITY SUMMIT AND AWARDS CEREMONY
5,000
GWEN'S GIRLS INC
711 WEST COMMONS 3RD FLOOR
PITTSBURGH
,
PA
152125239
PC
CONTINUED SUPPORT TO ADVANCE EQUITY FOR BLACK GIRLS IN ALLEGHENY COUNTY
52,500
GWEN'S GIRLS INC
711 WEST COMMONS 3RD FLOOR
PITTSBURGH
,
PA
152125239
PC
HONORARIUM FOR GUEST SPEAKER AT BOARD MEETING ABOUT RESEARCH ON SEXUAL HARASSMENT OF GIRLS
200
HAVIN INC
PO BOX 983
KITTANNING
,
PA
162011515
PC
SUPPORT TO RESPOND TO THE NEEDS OF VICTIMS OF DOMESTIC VIOLENCE DURING COVID 19
5,000
HELLO NEIGHBOR
6425 LIVING PL STE 200
PITTSBURGH
,
PA
152065122
PC
SUPPORT FOR THE SMART START FOR REFUGEE MOTHERS PROGRAM
10,000
JEWISH HEALTHCARE FOUNDATION
EQT PLAZA 625 LIBERTY AVE STE 2500
PITTSBURGH
,
PA
15222
PC
SPONSORSHIP OF THE 7TH ANNUAL DISABILITY AND MENTAL HEALTH SUMMIT IN MARCH 2020
5,000
LAWRENCE COUNTY YMCA
20 WEST WASHINGTON STREET
CASTLE
,
PA
161013908
PC
SUPPORT FOR THE DIAMOND GIRLS PROGRAM TO PROVIDE MENTORING TO GIRLS IN NEW CASTLE
8,000
NEW VOICES FOR REPRODUCTIVE JUSTICE
5987 BROAD STREET SUITE 205
PITTSBURGH
,
PA
152063060
PC
SPONSORSHIP OF THE 15TH ANNIVERSARY CELEBRATION
2,500
NEW VOICES FOR REPRODUCTIVE JUSTICE
5987 BROAD STREET SUITE 205
PITTSBURGH
,
PA
152063060
PC
OPERATING SUPPORT TO EMPOWER BLACK GIRLS TO BE ADVOCATES
45,000
OAKLAND TRANSPORTATION MANAGEMENT ASSOCIATION
235 ATWOOD STREET 3RD FLOOR REAR
PITTSBURGH
,
PA
152134052
PC
SUPPORT FOR RAMPCRAWL 2020 TO CELEBRATE THE 30TH ANNIVERSARY OF THE AMERICANS WITH DISABILITIES ACT
500
PEAL CENTER
2325 EAST CARSON STREET SUITE 100A
PITTSBURGH
,
PA
15203
PC
SPONSORSHIP FOR THE ART OF INCLUSION EVENT
1,000
PENNSYLVANIA ORGANIZATION FOR WOMEN IN EARLY RECOVERY (POWER)
907 WEST STREET 2ND FLOOR
PITTSBURGH
,
PA
15221
PC
GENERAL OPERATING SUPPORT FOR SERVICES TO WOMEN IN RECOVERY
50,000
PENNSYLVANIA WOMEN WORK
650 SMITHFIELD ST STE 520
PITTSBURGH
,
PA
152223913
PC
FOR A CAREER DEVELOPMENT CURRICULUM FOR INCARCERATED WOMEN
25,000
PITTSBURGH ACTION AGAINST RAPE
81 SOUTH 19TH STREET
PITTSBURGH
,
PA
152031852
PC
GENERAL OPERATING SUPPORT FOR SERVICES TO VICTIMS OF SEXUAL ASSAULT
5,000
PITTSBURGH ARTS AND LECTURES
301 SOUTH CRAIG STREET SUITE 200
PITTSBURGH
,
PA
152133738
PC
TO PRESENT NYT JOURNALIST JODI KANTOR DISCUSSING REPORTING ON SEXUAL HARASSMENT BY HARVEY WEINSTEIN
5,000
PITTSBURGH PROMISE
1901 CENTRE AVENUE SUITE 204
PITTSBURGH
,
PA
15219
PC
OPERATING SUPPORT TO INCREASE PARTICIPATION IN THE PITTSBURGH PROMISE BY STUDENTS WITH DISABILITIES
15,000
POINT PARK UNIVERSITY
201 WOOD ST FRONTIER HALL 9TH FLOOR
PITTSBURGH
,
PA
152221912
PC
SUPPORT FOR THE ALL-ABILITIES MEDIA PROJECT
25,000
PUBLICSOURCE
1396 FIFTH AVENUE
PITTSBURGH
,
PA
15219
PC
SUPPORT FOR A JOURNALISM SERIES ON PEOPLE WITH DISABILITIES
30,000
RESPECTABILITY
11333 WOODGLEN DRIVE 102
ROCKVILLE
,
MD
208523026
PC
HONORARIUM FOR GUEST SPEAKER AT THE DISABILITY INCLUSION & ACCESS: MOVING FORWARD EVENT
2,500
ROBERT MORRIS UNIVERSITY
6001 UNIVERSITY BOULEVARD
MOON TOWNSHIP
,
PA
151082574
PC
SUPPORT FOR THE 20TH ANNIVERSARY OF THE BAYER CENTER FOR NONPROFIT MANAGEMENT
750
RULING OUR EXPERIENCES INC
1335 DUBLIN ROAD SUITE 18A
COLUMBUS
,
OH
432151000
PC
EXPANSION OF THE RULING OUR EXPERIENCES (ROX) PROGRAM TO EMPOWER GIRLS IN RURAL SWPA
31,850
SIDE PROJECT INC
1400 SOUTH BRADDOCK AVE
PITTSBURGH
,
PA
15218
PC
(FISCAL SPONSOR) FOR ACCESSIBLE YOUNIVERSE'S SUMMIT ON ACCESSIBILITY IN PITTSBURGH
500
SIDE PROJECT INC
1400 SOUTH BRADDOCK AVE
PITTSBURGH
,
PA
15218
PC
(FISCAL SPONSOR) FOR GENERAL OPERATING SUPPORT FOR PITTSBURGH CENTER FOR AUTISTIC ADVOCACY
10,000
SIDE PROJECT INC
1400 SOUTH BRADDOCK AVE
PITTSBURGH
,
PA
15218
PC
(FISCAL SPONSOR) OPERATING SUPPORT FOR PITTSBURGH CENTER FOR AUTISTIC ADVOCACY WORK DURING COVID-19
5,000
SIDE PROJECT INC
1400 SOUTH BRADDOCK AVE
PITTSBURGH
,
PA
15218
PC
SUPPORT FOR THE PLANNING PHASE OF THE BLACK WOMEN'S POLICY AGENDA
25,000
SISTERS PLACE INC
418 MITCHELL AVENUE
CLAIRTON
,
PA
150251409
PC
GENERAL OPERATING SUPPORT FOR SERVICES TO ASSIST HOMELESS MOTHERS TO BECOME SELF-SUFFICIENT
30,000
STRONG WOMEN STRONG GIRLS
1620 MURRAY AVENUE 3RD FLOOR
PITTSBURGH
,
PA
15217
PC
SUPPORT TO ADD A MONITORING, EVALUATION, AND LEARNING (MEL) COORDINATOR POSITION
10,000
THE FRIENDSHIP CIRCLE OF PITTSBURGH
1922 MURRAY AVE
PITTSBURGH
,
PA
152171608
PC
GENERAL OPERATING SUPPORT TO PROMOTE SOCIAL INCLUSION FOR ADULTS WITH DISABILITIES
25,000
THE PITTSBURGH CULTURAL TRUST
803 LIBERTY AVENUE
PITTSBURGH
,
PA
152223703
PC
SPEAKER HONORARIUM AT THE DISABILITY INCLUSION & ACCESS: MOVING FORWARD EVENT
1,000
THE PITTSBURGH FOUNDATION
FIVE PPG PLACE SUITE 250
PITTSBURGH
,
PA
152225405
PC
CONTRIBUTION TO THE COVID-19 EMERGENCY ACTION FUND
5,000
TRANSITIONAL PATHS TO INDEPENDENT LIVING (TRPIL)
69 E BEAU ST
WASHINGTON
,
PA
153014711
PC
SUPPORT FOR SIGN LANGUAGE INTERPRETATION FOR THE ASSISTIVE TECHNOLOGY MAKERS FAIR
800
TRANSITIONAL PATHS TO INDEPENDENT LIVING (TRPIL)
69 E BEAU ST
WASHINGTON
,
PA
153014711
PC
GENERAL OPERATING SUPPORT TO SERVE PEOPLE WITH DISABILITIES DURING THE COVID-19 CRISIS
10,000
UNITED WAY OF SOUTHWESTERN PENNSYLVANIA
1250 PENN AVENUE
PITTSBURGH
,
PA
152300735
PC
TO SUPPORT SOUTHWEST PA SAYS NO MORE AND COACHING BOYS INTO MEN TO PREVENT DOMESTIC AND SEXUAL VIOLENCE
175,000
UNITED WAY OF SOUTHWESTERN PENNSYLVANIA
1250 PENN AVENUE
PITTSBURGH
,
PA
152300735
PC
FOR THE 21 AND ABLE INITIATIVE, TO IMPROVE THE TRANSITION TO ADULTHOOD FOR YOUTH WITH DISABILITIES
50,000
UNIVERSITY OF PITTSBURGH OFFICE OF INSTITUTIONAL ADVANCEMENT
116 ATWOOD ST STE 201
PITTSBURGH
,
PA
152133402
PC
SUPPORT TO INCREASE ACCESSIBILITY OF THE WELLNESS PAVILION AT THE HOMEWOOD COMMUNITY ENGAGEMENT CENTER
40,000
UNIVERSITY OF PITTSBURGH SCHOOL OF DENTAL MEDICINE
SALK HALL 3501 TERRACE STREET
PITTSBURGH
,
PA
152133402
PC
SUPPORT FOR A CONTINUING EDUCATION COURSE ON DENTISTRY FOR PATIENTS WITH SPECIAL NEEDS
25,000
UPMC DEPARTMENT OF PHYSICAL MEDICINE & REHABILITATION
SUITE 910 3471 FIFTH AVENUE
PITTSBURGH
,
PA
152192739
PC
IMPROVING ACCESS TO HEALTHCARE FOR PEOPLE WITH DISABILITIES IN PM&R CLINICS
4,050
URBAN INSTITUTE
2100 M STREET NW
WASHINGTON
,
DC
200371207
PC
FOR A COMPREHENSIVE ASSESSMENT OF LOCAL RESPONSE TO DOMESTIC VIOLENCE OFFENDERS
21,765
WOMEN'S CENTER & SHELTER OF GREATER PITTSBURGH
PO BOX 9024
PITTSBURGH
,
PA
152240024
PC
SUPPORT TO HOST A TRAINING ON EFFECTIVE COMMUNICATION ABOUT PREVENTION
200
WOMEN'S CENTER & SHELTER OF GREATER PITTSBURGH
PO BOX 9024
PITTSBURGH
,
PA
152240024
PC
SUPPORT FOR OUTREACH TO DOMESTIC VIOLENCE VICTIMS DURING THE COVID-19 CRISIS
20,000
WOMEN'S LAW PROJECT
428 FORBES AVENUE SUITE 1710
PITTSBURGH
,
PA
15219
PC
SUPPORT FOR LEGAL ADVOCACY FOR LOW-WAGE WORKERS AND K-12 STUDENTS WHO HAVE BEEN SEXUALLY HARASSED
35,000
SLIPPERY ROCK UNIVERSITY FOUNDATION INC
125 MORROW FIELD HOUSE
ROCK
,
PA
16057
PC
SUPPORT FOR ROCK LIFE, A PROGRAM FOR STUDENTS WITH INTELLECTUAL OR DEVELOPMENTAL DISABILITIES
60,000
Total
.................................
3a
1,405,115
b
Approved for future payment
BLACKBURN CENTER
PO BOX 398
GREENSBURG
,
PA
156010246
PC
CONTINUED SUPPORT FOR AN INITIATIVE TO PREVENT DOMESTIC AND SEXUAL VIOLENCE BY ADDRESSING ROOT CAUSES
60,000
COURT APPOINTED SPECIAL ADVOCATES OF ALLEGHENY COUNTY
564 FORBES AVE STE 1302
PITTSBURGH
,
PA
152192910
PC
TO PROVIDE ADVOCACY FOR CHILDREN WITH DISABILITIES WHO HAVE BEEN ABUSED OR NEGLECTED
20,000
DUQUESNE UNIVERSITY OF THE HOLY SPIRIT
600 FORBES AVENUE 4TH FLOOR
PITTSBURGH
,
PA
15282
PC
EQUITY ACCESS: EDUCATING AND EMPOWERING NURSES TO MAKE HEALTHCARE MORE ACCESSIBLE
30,000
EDUCATION LAW CENTER
1315 WALNUT ST STE 400 SUITE 702
PHILADELPHIA
,
PA
191074705
PC
FOR ADVOCACY TO ENSURE THAT CHILDREN WITH DISABILITIES HAVE ACCESS TO APPROPRIATE EDUCATION
60,000
EVOLVE COACHING
711 S 21ST STREET SUITE 218
PITTSBURGH
,
PA
152032482
PC
SUPPORT FOR THE CREATING ACCESSIBLE VIDEO CONTENT PROJECT
10,000
HEALTHCARE COUNCIL OF WESTERN PENNSYLVANIA
500 COMMONWEALTH DRIVE FLOOR 2
WARRENDALE
,
PA
150867516
PC
TO ASSIST YOUTH WITH DISABILITIES TO TRANSITION TO ADULT HEALTHCARE
20,000
NEW CENTURY CAREERS
305 E CARSON STREET
PITTSBURGH
,
PA
152373647
PC
SUPPORT TO CREATE AN ACCESSIBLE WEBSITE TO BETTER INCLUDE PEOPLE WITH DISABILITIES IN A JOB TRAINING PROGRAM
10,000
PENNSYLVANIA ORGANIZATION FOR WOMEN IN EARLY RECOVERY (POWER)
907 WEST STREET 2ND FLOOR
PITTSBURGH
,
PA
15221
PC
GENERAL OPERATING SUPPORT FOR SERVICES TO WOMEN IN RECOVERY
50,000
RULING OUR EXPERIENCES INC
1335 DUBLIN ROAD SUITE 18A
COLUMBUS
,
OH
432151000
PC
EXPANSION OF THE RULING OUR EXPERIENCES (ROX) PROGRAM TO EMPOWER GIRLS IN RURAL SWPA
22,500
Total
.................................
3b
282,500
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees 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
773,819
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
4,713,965
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
5,487,784
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
5,487,784
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description