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MOMS HOUSING PROGRAM 30000 STANDING FIRM AT WOMEN'S CENTER AND SHELTER OF GREATER PITTSBURGH PO BOX 9024 PITTSBURGH PA 152240024 PC CONTINUED SUPPORT FOR STANDING FIRM: THE BUSINESS CASE TO END PARTNER VIOLENCE 60000 THREE RIVERS BUSINESS ALLIANCE FOUNDATION 1735 EAST CARSON STREET 403 PITTSBURGH PA 152031705 PC SUPPORT FOR THE TRANSGENDER WOMEN WORKPLACE COMPETENCY AND INCLUSION PROGRAM 15000 UNITED WAY OF SOUTHWESTERN PENNSYLVANIA 1250 PENN AVENUE PITTSBURGH PA 15222 PC TRANSITION PLANNING FOR COACHING BOYS INTO MEN 10000 WHEN SHE THRIVES 213 SMITHFIELD STREET PITTSBURGH PA 15222 PC OPERATING SUPPORT FOR SERVICES TO BLACK SINGLE MOMS 15000 WOMEN'S LAW PROJECT 239 FOURTH AVENUE SUITE 2108 PITTSBURGH PA 15222 PC SPONSORSHIP TO 2023 RIGHTS TO REALITIES EVENT 1000 WOMEN'S LAW PROJECT 239 FOURTH AVENUE SUITE 2108 PITTSBURGH PA 15222 PC GENERAL OPERATING SUPPORT FOR SERVICES THAT ADVANCE GENDER EQUITY AND JUSTICE 50000 1579362 PENNSYLVANIA PRISON SOCIETY 230 SOUTH BROAD STREET SUITE 605 PHILADELPHIA PA 19102 PC SUPPORT TO BETTER SERVE INCARCERATED PEOPLE WITH DISABILITIES 30000 30000 14 969635 18 1098681 0 2068316 0 2068316 0 0 0 0 0 0 0 0 0 0 AUDIT AND TAX 14700 735 13965 BOOKKEEPING 16300 815 15485 PAYROLL PROCESSING 1635 0 1635 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 SUPPLEMENTAL PENSION PAYMENTS TO ONE RETIREE 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 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. WHILE WE RECOGNIZE THAT MENTAL HEALTH INTERSECTS WITH MANY OF OUR OTHER PRIORITIES, THE PRIMARY DIAGNOSIS OF MENTAL ILLNESS IS OUTSIDE OUR SCOPE. FISA DOES FUND CROSS-DISABILITY EFFORTS THAT INCLUDE MENTAL HEALTH. 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, AND SUPPORT 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 4 REPRESENT CASH PAYMENTS MADE BY FISA FOUNDATION THAT RELATE TO DISCONTINUED OPERATIONS ASSUMED BY FISA FROM THE SALE OF HARMARVILLE REHABILITATION CENTER AND ARE CONSIDERED TO BE DISBURSEMENTS FOR CHARITABLE PURPOSES PURSUANT TO THE PRIVATE RULING LETTER. EXPLANATION FORM 990PF, 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. COMMISSIONING REPORTS:FISA PERIODICALLY ISSUES REPORTS ON TOPICS RELATED TO ITS MISSION. THIS YEAR FISA SUPPORTED A LISTENING CAMPAIGN AND REPORT ON REFORMING JUVENILE DETENTION, WHICH DISPROPORTIONATELY INCARCERATES BLACK YOUTH WITH DISABILITIES. A REPORT ON BARRIERS TO HEALTHCARE EXPERIENCED BY PEOPLE WITH DISABILITIES IS IN PROCESS.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 ON ADDRESSING ABUSE OF PEOPLE WITH DISABILITIES; IMPROVING ACCESS TO HEALTH CARE AND DENTAL CARE FOR INDIVIDUALS WITH COMPLEX PHYSICAL OR DEVELOPMENTAL DISABILITIES; OPPORTUNITIES TO STRENGTHEN ACCOUNTABILITY FOR BATTERERS IN ORDER TO PREVENT FUTURE ABUSE; AND, THE IMPACT OF COVID-19 ON PEOPLE WITH DISABILITIES AND PEOPLE EXPERIENCING INTIMATE PARTNER VIOLENCE. EACH OF THESE INITIATIVES 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, 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: 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 AND PARTICIPATED IN STRATEGIC ACTIVITIES TO ADDRESS THE OVER-REPRESENTATION OF BLACK GIRLS IN JUVENILE JUSTICE, LARGELY FOR MINOR, NONVIOLENT OFFENSES. 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. 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. SHE IS REGULARLY CALLED UPON TO SERVE AS A PRESENTER AT EVENTS AND WEBINARS. HC PRIVATE EQUITY OFFSHORE FUND VI FMV 332274 332274 HC PRIVATE EQUITY OFFSHORE FUND VII FMV 270287 270287 HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX FMV 512658 512658 HIRTLE CALLAGHAN PRIVATE EQUITY FUND X FMV 757128 757128 HIRTLE CALLAGHAN PRIVATE EQUITY FUND XI FMV 1069304 1069304 HIRTLE CALLAGHAN PRIVATE EQUITY FUND XII FMV 2503226 2503226 JPM ASIA EX-JAPAN EQUITY PORTFOLIO FMV 369648 369648 JPM EAFE EQUITY PORTFOLIO FMV 2471816 2471816 JPM EMERGING MARKET EQUITY PORTFOLIO FMV 2018518 2018518 JPM FIXED INCOME MUTUAL FUNDS FMV 7032625 7032625 JPM HARD ASSETS FMV 1014132 1014132 JPM JAPANESE LARGE CAP EQUITY PORTFOLIO FMV 1444870 1444870 JPM REAL ESTATE & INFRASTRUCTURE FMV 1695603 1695603 JPM US LARGE CAP EQUITY PORTFOLIO FMV 13539386 13539386 MONEY MARKET FUNDS FMV 673505 673505 OTHER INVESTMENTS FMV 116911 116911 PE VIII OFFSHORE FMV 49545 49545 JPM EUORPEAN LARGE CAP EQUITY PORTFOLIO FMV 1769371 1769371 GCM GROSVENOR ADVANCE FEEDER FUND FMV 581800 581800 PEG GLOBAL PRIVATE EQUITY IX FMV 687331 687331 JPM GLOBAL EQUITY FMV 509912 509912 HPS CORPORATE LENDING FUND FMV 1508018 1508018 ASF IX PRIVATE INVESTORS OFFSHORE FMV 306 306 PEG GLOBAL PRIVATE EQUITY X S.A. FMV 432994 432994 US MID CAP EQUITY FMV 1196010 1196010 US ALL CAP EQUITY FMV 244398 244398 SECURITY DEPOSIT 4094 4094 4094 ACCRUED INTEREST RECEIVABLE 60350 36080 36080 RIGHT OF USE ASSET 297354 297354 DUES AND SUBSCRIPTIONS 4954 0 4954 INSURANCE 5471 0 5471 MISCELLANEOUS 15 0 15 OTHER DISCONTINUED OPERATIONS 10865 0 10865 SOFTWARE/ HARDWARE 14811 0 14811 WEBSITE 3410 0 3410 OFFICE SUPPLIES 2681 0 2681 UNREALIZED GAIN ON INVESTMENTS 939164 EXCISE TAX PAYABLE 3036 0 OPERATING LEASE LIABILITY 0 311622 INVESTING FEES 265606 265606 0 BANKING FEES 2414 2414 0 OTHER OUTSIDE SERVICES 79172 0 89412 EXCISE TAXES 24665 0 0