2024-10-25T06:55:58-05:00 2024-06-30 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET SUITE 600 PITTSBURGH PA 15212 990PF 2023-07-01 250965388 FISA FOUNDATION FISA 4124565550 535 SMITHFIELD STREET 710 PITTSBURGH PA 15222 KRISTY M TRAUTMANN EXECUTIVE DIRECTOR 4124565550 2024-10-25 1 0 MICHELLE L BRYAN P01306133 4124715500 2023 2024-10-15 13:58:12Z X 46217713 X 11016 X 948313 948313 621498 11286950 621498 1580827 1569811 184175 2210 181965 230547 4611 222508 101029 2021 99008 33073 1563 31510 284582 228525 57704 18499 0 0 66470 0 67337 15465 0 15465 2441 0 2441 38515 0 38515 974796 238930 716453 1900000 1475000 2874796 238930 2191453 -1293969 1330881 25539 43123 43123 127073 114682 114682 597 42801576 45762997 45762997 5100 5100 337528 296911 296911 43292313 46217713 46217713 38471 38451 30000 480000 311622 276543 380093 794994 X 42795309 45297566 116911 125153 42912220 45422719 43292313 46217713 42912220 -1293969 3804468 45422719 0 45422719 PUBLICLY TRADED SECURITIES P 10938945 10665452 273493 273493 CAPITAL GAINS DISTRIBUTION P 97890 97890 97890 PRIVATE EQUITY P 250115 250115 250115 621498 18499 0 18499 0 18499 16297 0 0 0 16297 0 2202 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 WWW.FISAFOUNDATION.ORG SUSAN M CLARKE 4124565550 535 SMITHFIELD STREET - SUITE 710 PITTSBURGH PA 15222 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 PAULA DAVIS 535 SMITHFIELD STREET SUITE 710 PITTSBURGH PA 15222 BOARD MEMBER 2.00 0 0 0 CLAUDETTE LEWIS 535 SMITHFIELD STREET SUITE 710 PITTSBURGH PA 15222 BOARD MEMBER 2.00 0 0 0 SARAH PIOT 535 SMITHFIELD STREET SUITE 710 PITTSBURGH PA 15222 BOARD MEMBER 2.00 0 0 0 KAREN FARMER WHITE 535 SMITHFIELD STREET SUITE 710 PITTSBURGH PA 15222 BOARD PRESIDENT 2.00 0 0 0 LYNETTE R LEDERMAN 535 SMITHFIELD STREET SUITE 710 PITTSBURGH PA 15222 IMMEDIATE PAST PRESIDENT 2.00 0 0 0 CHATON T TURNER 535 SMITHFIELD STREET SUITE 710 PITTSBURGH PA 15222 VICE PRESIDENT 2.00 0 0 0 JOSIE BADGER 535 SMITHFIELD STREET SUITE 710 PITTSBURGH PA 15222 BOARD SECRETARY 2.00 0 0 0 LINDA BURKE 535 SMITHFIELD STREET SUITE 710 PITTSBURGH PA 15222 BOARD MEMBER 2.00 0 0 0 BLAYRE HOLMES DAVIS 535 SMITHFIELD STREET SUITE 710 PITTSBURGH PA 15222 BOARD MEMBER 2.00 0 0 0 SUSAN DAVIS 535 SMITHFIELD STREET SUITE 710 PITTSBURGH PA 15222 BOARD MEMBER 2.00 0 0 0 PAULA GARRET 535 SMITHFIELD STREET SUITE 710 PITTSBURGH PA 15222 BOARD MEMBER 2.00 0 0 0 PEGGY HARRIS 535 SMITHFIELD STREET SUITE 710 PITTSBURGH PA 15222 BOARD MEMBER 2.00 0 0 0 LIZ HEALEY 535 SMITHFIELD STREET SUITE 710 PITTSBURGH PA 15222 BOARD MEMBER 2.00 0 0 0 ENA LEBEL 535 SMITHFIELD STREET SUITE 710 PITTSBURGH PA 15222 BOARD MEMBER 2.00 0 0 0 JENNIFER R LUNDY 535 SMITHFIELD STREET SUITE 710 PITTSBURGH PA 15222 BOARD TREASURER 2.00 0 0 0 EVELYN SAVIDO 535 SMITHFIELD STREET SUITE 710 PITTSBURGH PA 15222 BOARD MEMBER 2.00 0 0 0 JORDANA STEPHENS 535 SMITHFIELD STREET SUITE 710 PITTSBURGH PA 15222 BOARD MEMBER 2.00 0 0 0 RACHEL KALLEM WHITMAN 535 SMITHFIELD STREET SUITE 710 PITTSBURGH PA 15222 BOARD MEMBER 2.00 0 0 0 KRISTY TRAUTMANN 535 SMITHFIELD STREET SUITE 710 PITTSBURGH PA 15222 EXECUTIVE DIRECTOR 40.00 184175 25284 3042 RENEE LASIN 535 SMITHFIELD STREET - SUITE 710 PITTSBURGH PA 15222 PROGRAM OFFICER 40.00 103145 11021 2895 SUSAN CLARKE 535 SMITHFIELD STREET - SUITE 710 PITTSBURGH PA 15222 OFFICE MANAGER 37.50 72922 16060 1200 ADRIANA BERNAL 535 SMITHFIELD STREET - SUITE 710 PITTSBURGH PA 15222 COMMUNICATIONS ASSOC 40.00 52285 10871 1200 0 JP MORGAN CHASE BANK NA 1650 MARKET STREET 47TH FLOOR PHILADELPHIA PA 19103 INVESTMENT ADVISORS 168994 HIRTLE CALLAGHAN & CO 300 BARR HARBOR DRIVE WEST CONSHOHOCKEN PA 19428 INVESTMENT ADVISORS 57059 0 SEE STATEMENT 13 356838 0 34242513 159104 10127899 44529516 0 0 44529516 667943 43861573 2193079 2193079 18499 18499 2174580 0 2174580 0 2174580 2191453 0 2191453 2174580 1185419 0 0 2191453 1185419 0 0 1006034 0 0 0 0 0 0 0 0 1168546 0 0 0 KRISTY TRAUTMANN EXECUTIVE DIRECTOR 535 SMITHFIELD STREET SUITE 710 PITTSBURGH PA 15222 4124565500 SEE ATTACHMENT SEE ATTACHMENT SEE ATTACHMENT 412 JUSTICE 1128 WOODLAND AVENUE PITTSBURGH PA 15212 PC SUPPORT FOR EDUCATION RIGHTS NETWORK'S ADVOCACY ON BEHALF OF STUDENTS OF COLOR WITH DISABILITIES 40000 JEWISH FAMILY AND CHILDRENS SERVICES 5743 BARTLETT STREET PITTSBURGH PA 152171582 PC FOR A SUPPORT GROUP FOR DEAF BHUTANESE REFUGEES 5000 JEWISH HEALTHCARE FOUNDATION EQT PLAZA 625 LIBERTY AVENUE SUITE 2500 PITTSBURGH PA 152223115 PC SUPPORT FOR PENNSYLVANIA HEALTH FUNDERS COLLABORATIVE 5000 KEYSTONE PROGRESS EDUCATION FUND 216 EVALINE ST PITTSBURGH PA 152011819 PC TO PROMOTE CIVIC ENGAGEMENT AND VOTER REGISTRATION FOR PEOPLE WITH DISABILITIES 66000 OPEN FIELD 22 WABASH STREET SUITE 203 PITTSBURGH PA 15220 PC EMPOWERING REFUGEE GIRLS THROUGH SOCCER 2500 OPEN UP 3711 BUTLER STREET SLIPPERY ROCK PA 152011819 PC TO DEVELOP TRAINING MODULES THAT CENTER THE EXPERIENCES OF PEOPLE OF COLOR WITH DISABILITIES 21000 PEAL CENTER 2325 E CARSON STREET SUITE 100A PITTSBURGH PA 152032180 PC CONTINUED SUPPORT TO EXPAND FAMILY LIVING OPTIONS FOR CHILDREN WITH DISABILITIES 12000 PENNSYLVANIA HEALTH LAW PROJECT 100 FIFTH AVENUE SUITE 900 PITTSBURGH PA 15222 PC OPERATING SUPPORT TO PROMOTE ACCESS TO HEALTHCARE FOR PEOPLE WITH DISABILITIES 60000 PENNSYLVANIA ORGANIZATION FOR WOMEN IN EARLY RECOVERY (POWER) 907 WEST STREET 2ND FLOOR PITTSBURGH PA 152212841 PC GENERAL OPERATING SUPPORT FOR SERVICES TO WOMEN IN RECOVERY 60000 PENNSYLVANIA PRISON SOCIETY 230 SOUTH BROAD STREET SUITE 605 PHILADELPHIA PA 19102 PC SUPPORT TO BETTER SERVE INCARCERATED PEOPLE WITH DISABILITIES 30000 PENNSYLVANIA WOMEN WORK 5607 BAUM BLVD PITTSBURGH PA 152060000 PC SUPPORT FOR EMPLOYMENT PROGRAMS FOR FORMELRY INCARCERATED WOMEN 25000 PITTSBURGH PARKS CONSERVANCY 317 EAST CARSON STREET WEST TOWER PITTSBURGH PA 15219 PC SUPPORT TO ENHANCE THE ACCESSIBILITY OF THE SENSORY CLASSROOM AND NATURE PLAY TRAIL AT FRICK PARK 50000 PITTSBURGHERS FOR PUBLIC TRANSIT 5119 PENN AVE PITTSBURGH PA 152241615 PC OPERATING SUPPORT TO ADVOCATE FOR ACCESSIBLE PUBLIC TRANSIT 25000 SISTERS PGH 3948 MURRAY AVE PITTSBURGH PA 152182510 PC TO PROVIDE AMERICAN SIGN LANGUAGE INTERPRETERS FOR PEOPLE'S PRIDE 2024 5000 SISTERS PLACE INC 111 BROWNSVILLE RD PITTSBURGH PA 15210 PC TO PROVIDE HOUSING AND SERVICES TO FORMERLY HOMELESS WOMEN AND THEIR CHILDREN 30000 STRONG WOMEN STRONG GIRLS 1620 MURRAY AVENUE 3RD FLOOR PITTSBURGH PA 15217 PC OPERATING SUPPORT FOR THE EMPOWERMENT, MENTORING, AND SKILL BUILDING PROGRAM FOR GIRLS 25000 THE FRIENDSHIP CIRCLE OF PITTSBURGH 1922 MURRAY AVENUE PITTSBURGH PA 15217 PC GENERAL OPERATING SUPPORT FOR PROGRAMS THAT BUILD SOCIAL CONNECTION FOR PEOPLE WITH DISABILITIES 35000 THE MIDWIFE CENTER FOR BIRTH AND WOMEN'S HEALTH 2831 PENN AVENUE PITTSBURGH PA 152224713 PC TO IMPLEMENT A DIVERSITY, EQUITY, AND INCLUSION PLAN 30000 THE PITTSBURGH CONTINGENCY INC 1716 NEVADA ST PITTSBURGH PA 152182328 PC SUPPORT FOR SISTERS SAVING OURSELVES LEADERSHIP PROGRAM 20000 UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 1250 PENN AVENUE PITTSBURGH PA 152300735 PC SUPPORT TO IMPROVE THE FINANCIAL STABILITY OF PEOPLE OF COLOR WITH DISABILITIES 30000 UPMC PRESBYTERIAN SHADYSIDE 5230 CENTER AVE PITTSBURGH PA 15232 PC CONFERENCE SPONSORSHIP FOR A CONFERNECE ON DISABILITY AWARENESS: AND ADVOCACY 3000 VOICES FOR INDEPENDENCE 1432 WILKINS ROAD ERIE PA 16505 PC SUPPORT FOR TRANSITIONING PEOPLE OF COLOR WITH DISABILITIES OUT OF NURSING HOMES 40000 WOMEN AND GIRLS FOUNDATION OF SOUTHWEST PENNSYLVANIA 3706 BUTLER STREET STUDIO C PITTSBURGH PA 152011820 PC SUPPORT FOR GIRLGOV IN HIGH SCHOOL AND MIDDLE SCHOOL 50000 WOMEN'S CENTER & SHELTER OF GREATER PITTSBURGH PO BOX 9024 PITTSBURGH PA 152240024 PC OPERATING SUPPORT TO ADDRESS PARTNER VIOLENCE IN THE WORKPLACE 60000 WOMEN'S CENTER & SHELTER OF GREATER PITTSBURGH PO BOX 9024 PITTSBURGH PA 152240024 PC SUPPORT FOR JUDICIAL TRAINING ON INTIMATE PARTNER VIOLENCE 5000 WOMEN'S LAW PROJECT 239 FOURTH AVENUE SUITE 2108 PHILADELPHIA PA 191075125 PC SPONSORSHIP TO 2024 RIGHTS TO REALITIES EVENT 1000 INFINITE LIFESTYLE SOLUTIONS 3884 PERRYSVILLE AVENUE PITTSBURGH PA 15214 PC SUPPORT FOR THE 2023 BLACK GIRLS AND WOMEN'S HEALTH EXPO 5000 YWCA GREATER PITTSBURGH 2313 E CARSON ST 2ND FLOOR PITTSBURGH PA 15203 PC SPONSORSHIP FOR IN SISTERHOOD: THE WOMEN'S MOVEMENT IN PITTSBURGH 500 HELLO NEIGHBOR 6587 HAMILTON AVENUE 1E PITTSBURGH PA 15206 PC CONTINUED SUPPORT FOR THE SMART START PROGRAM FOR REFUGEE MOTHERS 25000 GWEN'S GIRLS INC 711 WEST COMMONS 3RD FLOOR PITTSBURGH PA 152125239 PC CONFERENCE SPONSORSHIP FOR THE 8TH ANNUAL BLACK GIRLS EQUITY SUMMIT AND AWARDS CEREMONY 5000 412 JUSTICE 1128 WOODLAND AVENUE PITTSBURGH PA 15212 PC SUPPORT TO BUILD CAPACITY IN FINANCIAL MANAGEMENT 5000 ACHIEVA 711 BINGHAM STREET PITTSBURGH PA 152031011 PC TO DEVELOP A COMMUNICATIONS PLAN FOR THE WPA DISABILITY HISTORY & ACTION CONSORTIUM 25000 ALLIANCE FOR REFUGEE YOUTH SUPPORT AND EDUCATION (AYRSE) 6101 PENN AVENUE SUITE 201 PITTSBURGH PA 15206 PC SUPPORT FOR GIRLS ART AND MAKER GROUP 2500 AMERICAN CIVIL LIBERTIES FOUNDATION OF PENNSYLVANIA 1800 JFK BOULEVARD NO 600 PHILADELPHIA PA 191037404 PC TO ADDRESS THE OVER-POLICING OF STUDENTS WITH DISABILITIES IN SCHOOLS 30000 AUTISM CONNECTION OF PA 711 BINGHAM STREET PITTSBURGH PA 15146 PC ADVOCACY FOR AUTISTIC PEOPLE IN THE CRIMINAL LEGAL SYSTEM 45000 AUTISM EMPLOYMENT NETWORK 85 S 24TH STREET MONROEVILLE PA 151461002 PC SUPPORT TO INCREASE EMPLOYMENT FOR AUTISTIC ADULTS 25000 BENDER LEADERSHIP ACADEMY 1005 BEAVER GRADE RD STE 220 MOON TOWNSHIP PA 151080000 PC SUPPORT FOR A CIVIC ENGAGEMENT PROGRAM FOCUSED ON PEOPLE WITH DISABILITIES 5000 BLACK WOMEN'S POLICY CENTER 410 9TH STREET MCKEESPORT PA 151321442 PC OPERATING SUPPORT FOR PROGRAMS, SERVICES, AND ADVOCACY PROMOTING EQUITY FOR BLACK WOMEN 35000 CENTER OF LIFE 161 HAZELWOOD AVENUE PITTSBURGH PA 15207 PC SUPPORT FOR A WOMEN'S EMPOWERMENT GROUP 1500 CHRISTIAN IMMIGRATION ADVOCACY CENTER 250 EAST OHIO STREET PITTSBURGH PA 15212 PC SUPPORT FOR IMMIGRANT LEGAL AID FOR DOMESTIC VIOLENCE VICTIMS 20000 CITY MISSION - LIVING STONES INC 155 NORTH GALLATIN AVE UNIONTOWN PA 15401 PC SUPPORT FOR WOMEN'S EMERGENCY HOMELESS SHELTER 25000 CLASS 1400 SOUTH BRADDOCK AVE PITTSBURGH PA 152181264 PC SPONSORSHIP OF THE 2023 COMMUNITY HEROES AWARDS DINNER 2500 COURT APPOINTED SPECIAL ADVOCATES OF ALLEGHENY COUNTY 564 FORBES AVE PITTSBURGH PA 152192910 PC SUPPORT FOR ADVOCACY FOR CHILDREN WITH DISABILITIES AND GIRLS OF COLOR IN FAMILY COURT 25000 DISABILITY LEAD 567 W LAKE STREET CHICAGO IL 60661 PC SUPPORT FOR BUILDING A PIPELINE OF LEADERS WITH DISABILITIES IN THE SOUTHWEST PA REGION 125000 DISABILITY PRIDE PHILADELPHIA INC 1500 PAGE STREET 38 PHILADELPHIA PA 19121 PC SUPPORT FOR DISABILITY PRIDE PITTSBURGH 5000 DISABILITY RIGHTS PENNSYLVANIA 301 CHESTNUT ST STE 300 HARRISBURG PA 15201 PC CONTINUED SUPPORT TO PREVENT ABUSE OF PEOPLE WITH DISABILITIES IN NURSING HOMES 25000 DRESS FOR SUCCESS 305 34TH STREET PITTSBURGH PA 15201 PC TO PURCHASE ADAPTABLE EQUIPMENT/CLOTHING ITEMS FOR WOMEN WITH DISABILITIES 2500 DUQUESNE UNIVERSITY OF THE HOLY SPIRIT 600 FORBES AVENUE 4TH FLOOR PITTSBURGH PA 152820001 PC FOR THE YOUTH ADVOCACY CLINIC REPRESENTING CHILDREN OF COLOR WITH DISABILITIES IN JUVENILE JUSTICE 30000 EAST END COOPERATIVE MINISTRY 6140 STATION ST PITTSBURGH PA 152101207 PC CONTINUED SUPPORT FOR PREVENTION, INTERVENTION, AND GROWTH PROGRAMMING FOR AT-RISK GIRLS 60000 EAST SUBURBAN CITIZEN ADVOCACY 4459 OLD WILLIAM PENN HWY MURRYSVILLE PA 156680000 PC GENERAL OPERATING SUPPORT FOR ADVOCACY FOR PEOPLE WITH DISABILITIES 25000 EDUCATION LAW CENTER 429 FOURTH AVENUE SUITE 1910 PITTSBURGH PA 15219 PC TO ENSURE THAT CHILDREN WITH DISABILITIES IN SWPA HAVE ACCESS TO APPROPRIATE EDUCATION 60000 EVERY CHILD INC 1425 FORBES AVENUE SUITE 300 PITTSBURGH PA 15219 PC SPONSORSHIP FOR THE DISABILITY & MENTAL HEALTH SUMMIT 2500 EVOLVE COACHING 3706 BUTLER STREET PITTSBURGH PA 15201 PC SUPPORT FOR PROGRAMS AND SERVICES FOR AUTISTIC AND NEURODIVERSE INDIVIDUALS 40000 FILM PITTSBURGH 1789 S BRADDOCK AVE STE 565 PITTSBURGH PA 152181889 PC SUPPORT FOR THE 2023 PITTSBURGH REELABILITIES, A DISABILITY-THEMED FILM FESTIVAL 5000 FROGANG FOUNDATION 201 CHALFONT STREET PITTSBURGH PA 152101207 PC TO SUPPORT ACTIVITIES FOR GIRLS TO BE PROUD OF THEIR RACIAL AND ETHNIC HERITAGE 2500 HEARTH 3724 MOUNT ROYAL BLVD GLENSHAW PA 151161357 PC FOR HOUSING AND SERVICES FOR MOTHERS EXPERIENCING HOMELESSNESS 25000 ZA'KIYAH HOUSE 7729 SUSQUEHANNA STREET PITTSBURGH PA 152080000 PC SERVICES FOR HOMELESS AND FORMERLY INCARCERATED WOMEN IN RECOVERY 25000 AAC INSTITUTE 1100 WASHINGTON AVE STE 317 CARNEGIE PA 151063614 PF SUPPORT FOR THE 2023 ICAN TALK AAC SUMMER CAMP 5000 AAC INSTITUTE 1100 WASHINGTON AVE STE 317 CARNEGIE PA 151063614 PF SUPPORT FOR AAC UNITED, FOR PEOPLE WHO USE AUGMENTATIVE COMMUNICATION 20000 1475000 AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF PENNSYLVANIA 1800 JFK BOULEVARD NO 600 PHILADELPHIA PA 191037404 PC TO ADDRESS THE OVER-POLICING OF STUDENTS WITH DISABILITIES IN SCHOOLS 30000 DEPAUL SCHOOL FOR HEARING AND SPEECH 6202 ALDER ST PITTSBURGH PA 15206 PC TO TRAIN AND MENTOR NEW TEACHERS FOR DEAF STUDENTS 25000 DISABILITY LEAD 567 W LAKE STREET CHICAGO IL 60661 PC SUPPORT FOR BUILDING A PIPELINE OF LEADERS WITH DISABILITIES IN THE SOUTHWEST PA REGION 250000 EDUCATION LAW CENTER 429 FOURTH AVENUE SUITE 1910 PITTSBURGH PA 15219 PC TO ENSURE THAT CHILDREN WITH DISABILITIES IN SWPA HAVE ACCESS TO APPROPRIATE EDUCATION 60000 UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 1250 PENN AVENUE PITTSBURGH PA 152300735 PC SUPPORT TO IMPROVE THE FINANCIAL STABILITY OF PEOPLE OF COLOR WITH DISABILITIES 30000 CITY MISSION - LIVING STONES INC 155 NORTH GALLATIN AVE UNIONTOWN PA 15401 PC SUPPORT FOR WOMEN'S EMERGENCY SHELTER 25000 PENNSYLVANIA ORGANIZATION FOR WOMEN IN EARLY RECOVERY (POWER) 907 WEST STREET 2ND FLOOR PITTSBURGH PA 152212841 PC GENERAL OPERATING SUPPORT FOR SERVICES TO WOMEN IN RECOVERY 60000 480000 14 948313 18 621498 0 1569811 0 1569811 0 0 0 0 0 0 0 0 0 0 AUDIT AND TAX 15450 773 14677 BOOKKEEPING 15800 790 15010 PAYROLL PROCESSING 1823 0 1823 AAC INSTITUTE 1100 WASHINGTON AVE STE 317 CARNEGIE PA 15106 2023-04-04 5000 SUPPORT FOR THE 2023 I CAN TALK AAC SUMMER CAMP 5000 8/17/23 2023-08-02 AAC INSTITUTE 1100 WASHINGTON AVE STE 317 CARNEGIE PA 15106 2020-10-15 20000 OPERATING SUPPORT FOR AAC UNITED, AN ORGANIZATION FOR PEOPLE WHO USE AUGMENTATIVE COMMUNICATION 20000 3/31/2021; 12/10/2023 2024-02-07 EXPLANATION FORM 990PF, PART VIII-A, LINE 1 FISA FOUNDATION (FISA) IS A PRIVATE GRANTMAKING FOUNDATION THAT CHAMPIONS EQUITY, JUSTICE, SAFETY AND INCLUSION FOR WOMEN, GIRLS, AND PEOPLE WITH DISABILITIES, COMBATTING SYSTEMIC RACISM THAT IMPEDES PROGRESS FOR THESE POPULATIONS IN SOUTHWESTERN PENNSYLVANIA. FISA SEEKS TO FOSTER A COMMUNITY THAT IS STRONG AND VIBRANT, WHERE ALL MEMBERS ARE TREATED WITH DIGNITY AND RESPECT, ARE SAFE AND HEALTHY, HAVE FAIR ACCESS TO OPPORTUNITY, AND ARE FULLY INCLUDED. DURING ITS MORE THAN 100-YEAR EXISTENCE, FISA'S FOCUS HAS REMAINED CONSISTENT, BUT ITS ACTIVITIES HAVE CONTINUALLY EVOLVED TO MEET CHANGING NEEDS. THE MISSION BEGAN IN 1911 WHEN ALUMNAE OF SIX GIRLS' SCHOOLS FORMED A MEMBERSHIP ORGANIZATION THAT EVENTUALLY BECAME KNOWN AS THE FEDERATION OF INDEPENDENT SCHOOL ALUMNAE (FISA). THEIR FIRST PROJECT WAS TO ESTABLISH HARMARVILLE CONVALESCENT HOME FOR WOMEN, SERVING AT-RISK WOMEN AND THEIR BABIES. FORTY YEARS LATER, THEY RE-ENGINEERED THE HOME'S FOCUS TO BECOME HARMARVILLE REHABILITATION CENTER, WHICH BECAME INTERNATIONALLY KNOWN FOR ITS INNOVATIVE THERAPIES FOR PEOPLE WITH PHYSICAL DISABILITIES. IN 1996, TO MEET THE FINANCIAL CHALLENGES OF A CHANGING HEALTHCARE MARKET, THE FEDERATION AND HARMARVILLE BOARDS DECIDED TO SELL THE NOT-FOR-PROFIT CENTER TO A FOR-PROFIT CORPORATION. THE ENDOWMENT OF THE FISA FOUNDATION WAS CREATED WITH THE PROCEEDS OF THE SALE. BECAUSE FISA'S ASSETS CAME FROM THE SALE OF A HEALTHCARE INSTITUTION, IN KEEPING WITH THE LEGAL DOCTRINE OF CY PRS, ALL OF THE FOUNDATION'S WORK IS FOCUSED IN AREAS RELATED TO HEALTH AND HUMAN SERVICES. IN 2000, THE NAME OF THE ORGANIZATION WAS LEGALLY CHANGED TO FISA FOUNDATION.FISA'S FINANCE AND INVESTMENT COMMITTEE OVERSEES THE INVESTMENTS OF THE FOUNDATION, IN CONJUNCTION WITH THE OUTSOURCED CHIEF INVESTMENT OFFICER. FISA AGREED TO RETAIN VARIOUS LIABILITIES STEMMING FROM THE HARMARVILLE REHABILITATION CENTER AGREEMENT OF SALE. THESE OBLIGATIONS ARE NOW SATISFIED EXCEPT FOR A SMALL CHARITABLE ANNUITY PAYMENT TO A HARMARVILLE DONOR. AN IRS RULING LETTER DATED NOVEMBER 23, 2001, HELD THAT ALL EXPENSES PAID WITH RESPECT TO LIABILITIES ASSUMED FROM HARMARVILLE ARE QUALIFYING DISTRIBUTIONS FOR A PRIVATE FOUNDATION.FISA'S BOARD OF DIRECTORS AND STAFF FURTHER THE MISSION THROUGH A VARIETY OF ACTIVITIES TO RAISE AWARENESS ABOUT THE NEEDS OF WOMEN, GIRLS, AND PEOPLE WITH DISABILITIES, TO STRENGTHEN NONPROFITS THAT SERVE THESE POPULATIONS, TO IMPROVE AVAILABLE SERVICES, AND TO PROMOTE SYSTEM-WIDE CHANGE IN SOUTHWESTERN PENNSYLVANIA. THE MOST SIGNIFICANT OF THESE ACTIVITIES IS GRANTMAKING. FISA FOUNDATION STRATEGIC PRIORITIES FISA FOUNDATION FUNDS NONPROFIT ORGANIZATIONS PROVIDING SERVICES IN SOUTHWESTERN PENNSYLVANIA, LIMITED TO THE FOLLOWING COUNTIES: ALLEGHENY, ARMSTRONG, BEAVER, BUTLER, FAYETTE, GREENE, INDIANA, LAWRENCE, WASHINGTON, AND WESTMORELAND. FISA FOCUSES ITS DISABILITY-RELATED GRANTMAKING ON ADULTS AND CHILDREN WITH PHYSICAL, INTELLECTUAL, SENSORY, AND DEVELOPMENTAL DISABILITIES. IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE WITH DISABILITIES, WOMEN, AND GIRLS. PRIORITY WILL BE GIVEN TO PROPOSALS DESIGNED TO:O IMPROVE ACCESS TO HEALTH CARE AND DENTAL CARE FOR PEOPLE WITH SIGNIFICANT DISABILITIES OR COMPLEX HEALTH CONDITIONS;O ADDRESS BIAS AMONG HEALTHCARE PROFESSIONALS; O ADDRESS THE SPECIFIC NEEDS OF WOMEN, GIRLS AND PEOPLE WITH DISABILITIES WHO ARE BLACK OR OTHER PEOPLE OF COLOR;O INFLUENCE POLICY AND PRACTICE TO CHANGE SYSTEMS. PREVENT DOMESTIC AND SEXUAL VIOLENCE, ANDSUPPORT THE MOST VULNERABLE VICTIMS IN PURSUIT OF SAFETY, HEALING, AND JUSTICE.O PRIORITY WILL BE GIVEN TO PROPOSALS THAT SPECIFICALLY ADDRESS THE NEEDS OF PEOPLE WITH DISABILITIES, BLACK PEOPLE AND OTHER PEOPLE OF COLOR, IMMIGRANTS AND REFUGEES, MEMBERS OF THE LGBTQ+ COMMUNITY. REMOVE SOCIETAL BARRIERS AND PROMOTE EQUITABLE OPPORTUNITIES FOR WOMEN, GIRLS, AND PEOPLE WITH DISABILITIES. PRIORITY WILL BE GIVEN TO PROPOSALS DESIGNED TO:O PROMOTE EQUAL RIGHTS, ACCESS, AND FULL INCLUSION FOR PEOPLE WITH DISABILITIES, PARTICULARLY BLACK PEOPLE AND OTHER PEOPLE OF COLOR WITH DISABILITIES, IN ALL ASPECTS OF LIFE;O INCLUDE PROGRAMS, SERVICES AND ADVOCACY EFFORTS FOCUSED ON GIRLS WHO HAVE BEEN MARGINALIZED, PARTICULARLY BLACK GIRLS AND OTHER GIRLS OF COLOR, GIRLS WITH DISABILITIES, AND GIRLS IN UNDER-RESOURCED AREAS;O ADDRESS THE NEEDS OF WOMEN THAT SOCIETY MARGINALIZES AND FAILS TO SERVE, PARTICULARLY THOSE WHO STRUGGLE WITH ADDICTION, HOMELESSNESS, TRAUMA, AND POVERTY.APPLYING FOR A GRANTORGANIZATIONS INTERESTED IN APPLYING FOR FUNDING SHOULD SUBMIT A LETTER OF INQUIRY OUTLINING THE NEED TO BE ADDRESSED, A BRIEF DESCRIPTION OF THE PROPOSED PROJECT OR PROGRAM, AND THE AMOUNT OF THE REQUEST. LETTERS SHOULD BE ACCOMPANIED BY A COMPLETED APPLICATION FORM. ADDITIONAL DETAILS AND GUIDELINES FOR SUBMISSION ARE AVAILABLE ON THE WEBSITE: WWW.FISAFOUNDATION.ORG UNDER GRANTS.BEFORE APPLYING, PLEASE ALSO REVIEW THE INSTRUCTIONS ON TYPES OF FUNDING THAT WILL BE CONSIDERED AS WELL AS RESTRICTIONS/REQUESTS THAT WILL NOT BE FUNDED. EXPLANATION 990 PF, STATEMENT 4 THE OTHER DISCONTINUED OPERATIONS EXPENSES REFERENCED IN STATEMENT 4REPRESENT CASH PAYMENTS MADE BY FISA FOUNDATION THAT RELATE TODISCONTINUED OPERATIONS ASSUMED BY FISA FROM THE SALE OF HARMARVILLEREHABILITATION CENTER AND ARE CONSIDERED TO BE DISBURSEMENTS FORCHARITABLE PURPOSES PURSUANT TO THE PRIVATE RULING LETTER. EXPLANATION PART VIII-A, LINE 1 IN ADDITION TO AWARDING GRANTS, FISA FOUNDATION STAFF ARE ENGAGED IN A VARIETY OF OTHER ACTIVITIES DESIGNED TO PROMOTE ITS MISSION. DELIVERING PROGRAMS:PERIODICALLY FISA IDENTIFIES A GAP IN PROGRAMMING THAT NONE OF OUR GRANTEES OR PARTNERS IS WELL POSITIONED TO ADDRESS, AND THE FOUNDATION MAY STEP IN TO ASSIST WITH ADMINISTRATIVE AND LEADERSHIP RESPONSIBILITY FOR EVENTS AND TIME LIMITED PROGRAMS THAT ADVANCE ITS MISSION. FOLLOWING THE MURDER OF GEORGE FLOYD IN 2020, FISA LAUNCHED AN INITIATIVE TO STRENGTHEN OUR NONPROFIT PARTNERS' WORK AT THE INTERSECTION OF RACE AND DISABILITY IN AN EFFORT TO ADVANCE EQUITY AND JUSTICE FOR PEOPLE OF COLOR WITH DISABILITIES. IN PARTNERSHIP WITH THE HEINZ ENDOWMENTS AND THE PITTSBURGH FOUNDATION, FISA HOSTED A SERIES OF WEBINARS AND CLASSES FOR GRANTEES AND PARTNERS TO RAISE AWARENESS AND TO BUILD KNOWLEDGE, SKILLS, AND COMMUNITY AROUND INTERSECTIONAL EQUITY. THIS INITIATIVE, NOW CALLED RACE + DISABILITY, HAS GROWN INTO MULTIPLE TYPES OF MEETINGS, CONVENINGS AND LEARNING OPPORTUNITIES FOCUSED ON SUSTAINED CHANGE IN ORGANIZATIONAL POLICY AND PRACTICE. COMMISSIONING REPORTS:FISA PERIODICALLY ISSUES REPORTS ON TOPICS RELATED TO ITS MISSION. THIS YEAR FISA WILL BE RELEASING A REPORT ON BARRIERS THAT PEOPLE WITH DISABILITIES FACE IN TRYING TO ACCESS HEALTH CARE. CONVENING WORKGROUPS TO CREATE IMPACT:FISA'S STAFF CONVENES FORMAL AND INFORMAL WORKGROUPS TO STUDY ISSUES AND PROMOTE COMMUNITY ACTION. IN RECENT YEARS, THE FOUNDATION IS BROUGHT TOGETHER PHILANTHROPIC FUNDERS TO BETTER INTEGRATE DISABILITY INTO PRACTICE IN OPERATIONS AND FUNDING. TECHNICAL SUPPORT AND CONSULTATION TO GRANTEES: FISA FOUNDATION (FISA) REGULARLY ASSISTS GRANTEES IN NETWORKING AND CONNECTING WITH COMMUNITY RESOURCES. FISA OFTEN INVESTS CONSIDERABLE TIME ASSISTING NONPROFIT LEADERS IN ARTICULATING AGENCY GOALS, FINDING CONSULTANTS, CONNECTING WITH OTHER FOUNDATIONS, OR LEARNING ABOUT EXISTING PROGRAMS AND SERVICES IN THE COMMUNITY. WHEN THEMES EMERGE FROM MULTIPLE GRANTEES, FISA BRINGS GROUPS TOGETHER TO WORK ON SHARED SOLUTIONS TO COMMON ISSUES. IN ADDITION, FISA REGULARLY ASSISTS ITS GRANTEES IN GENERATING AUDIENCES FOR EVENTS RELATED TO DISABILITIES, WOMEN, AND GIRLS. THE FOLLOWING ARE EXAMPLES OF WAYS IN WHICH FISA PROVIDED TECHNICAL SUPPORT AND CONSULTATION TO LOCAL NONPROFIT ORGANIZATIONS DURING THE PAST YEAR: SERVED ON THE PITTSBURGH PLANNING COMMITTEE FOR THE NATIONAL DISABILITY INITIATIVE ON FINANCIAL STABILITY CHALLENGES AT THE INTERSECTION OF RACE, ETHNICITY, POVERTY, AND DISABILITY TO IDENTIFY AND ADDRESS SYSTEMIC FINANCIAL INEQUITIES THAT CONTRIBUTE TO THE WEALTH GAP FACED BY PEOPLE OF COLOR WITH DISABILITIES. SERVED ON THE REGIONAL PAY EQUITY CAMPAIGN STEERING COMMITTEE CONVENED BY BLACK WOMEN'S POLICY CENTER, WOMEN AND GIRLS FOUNDATION, AND YWCA GREATER PITTSBURGH. CONVENED DISABILITY ADVOCATES TO PLAN FOR AN ANNUAL DISABILITY PRIDE CELEBRATION. BECAUSE FISA IS A "NICHE" FOUNDATION WITH SIGNIFICANT EXPERTISE RELATED TO WOMEN, GIRLS AND PEOPLE WITH DISABILITIES, STAFF MEMBERS ARE OFTEN ASKED TO SPEAK AT EDUCATIONAL MEETINGS AND SPECIAL EVENTS. SERVING ON COMMUNITY COMMITTEES AND ADVISORY BOARDS: FISA FOUNDATION'S STAFF AND BOARD OF DIRECTORS STRIVE TO RAISE AWARENESS AMONG OTHER GRANTMAKERS AND COMMUNITY LEADERS ABOUT THE NEEDS OF WOMEN, GIRLS, AND PEOPLE WITH DISABILITIES WHEN ASSESSING COMMUNITY SERVICE GAPS AND FORMULATING SOLUTIONS. OFTEN THIS TYPE OF CONSULTATION OCCURS INFORMALLY. IN ADDITION, FISA'S EXECUTIVE DIRECTOR SERVES AS CHAIR OF UPMC'S DISABILITY RESOURCE CENTER ADVISORY BOARD, THE ADVISORY BOARD FOR ADAGIO HEALTH, AND THE OFFICE OF CHILD DEVELOPMENT ADVISORY BOARD. SHE SERVES AS PRESIDENT OF THE BOARD OF GRANTMAKERS OF WESTERN PENNSYLVANIA. HC PRIVATE EQUITY OFFSHORE FUND VI FMV 167347 167347 HC PRIVATE EQUITY OFFSHORE FUND VII FMV 217732 217732 HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX FMV 435267 435267 HIRTLE CALLAGHAN PRIVATE EQUITY FUND X FMV 642705 642705 HIRTLE CALLAGHAN PRIVATE EQUITY FUND XI FMV 1050055 1050055 HIRTLE CALLAGHAN PRIVATE EQUITY FUND XII FMV 2999926 2999926 JPM EAFE EQUITY PORTFOLIO FMV 2665204 2665204 JPM EMERGING MARKET EQUITY PORTFOLIO FMV 2362895 2362895 JPM FIXED INCOME MUTUAL FUNDS FMV 6654297 6654297 JPM HARD ASSETS FMV 1049665 1049665 JPM JAPANESE LARGE CAP EQUITY PORTFOLIO FMV 1546318 1546318 JPM REAL ESTATE & INFRASTRUCTURE FMV 1607420 1607420 JPM US LARGE CAP EQUITY PORTFOLIO FMV 15385837 15385837 MONEY MARKET FUNDS FMV 263796 263796 OTHER INVESTMENTS FMV 125153 125153 PE VIII OFFSHORE FMV 42187 42187 JPM EUORPEAN LARGE CAP EQUITY PORTFOLIO FMV 2476171 2476171 GCM GROSVENOR ADVANCE FEEDER FUND FMV 757695 757695 PEG GLOBAL PRIVATE EQUITY IX FMV 829545 829545 JPM GLOBAL EQUITY FMV 309713 309713 HPS CORPORATE LENDING FUND FMV 1575863 1575863 ASF IX PRIVATE INVESTORS OFFSHORE FMV 84882 84882 PEG GLOBAL PRIVATE EQUITY X S.A. FMV 879820 879820 US MID CAP EQUITY FMV 1049556 1049556 US ALL CAP EQUITY FMV 264226 264226 PEG GLOBAL PRIVATE EQUITY XI SCSP FMV 319722 319722 SECURITY DEPOSIT 4094 4094 4094 ACCRUED INTEREST RECEIVABLE 36080 33678 33678 RIGHT OF USE ASSET 297354 259139 259139 DUES AND SUBSCRIPTIONS 5034 0 5034 INSURANCE 5463 0 5463 MISCELLANEOUS 15 0 15 OTHER DISCONTINUED OPERATIONS 7370 0 7370 SOFTWARE/ HARDWARE 14526 0 14526 WEBSITE 2260 0 2260 OFFICE SUPPLIES 3847 0 3847 UNREALIZED GAIN ON INVESTMENTS 3804468 OPERATING LEASE LIABILITY 311622 274341 EXCISE TAX PAYABLE 0 2202 INVESTING FEES 226053 226053 0 BANKING FEES 2472 2472 0 OTHER OUTSIDE SERVICES 56057 0 57704 EXCISE TAXES 18499 0 0