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FISA FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
FISA FOUNDATION (EIN 25-0965388)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-11-07
IRS object ID
202243119349101474
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-07T14:08:56-06:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251622758PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MAHER DUESSEL CPA'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1503 MARTINDALE STREET SUITE 600AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15212ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN250965388EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FISA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFISABusinessNameControlTxt
Phone4124565550PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1535 SMITHFIELD STREET 710AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKRISTY M TRAUTMANNPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4124565550PhoneNum
Signature2022-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKRISTYPersonFirstNm
Person LastTRAUTMANNPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELLE L BRYANPreparerPersonNm
PTINP01306133PTIN
Phone4124715500PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$42,523,934FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,865ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,072,245DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,072,245DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,683,263NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,517,877GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,683,263CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,766,373TotalRevAndExpnssAmt
Total Net Invst Incm$2,755,508TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$164,468CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$2,056CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$162,412CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$159,109OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$3,501OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$155,485OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$75,890PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$1,518PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$74,372PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$32,771AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,552AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$31,219AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$316,910OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$235,380OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$60,239OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$34,910TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$57,086OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$56,738OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$16,094TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$16,094TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$3,002PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$3,002PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$54,972OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$54,972OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$915,212TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$244,007TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$614,533TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,370,232ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,352,732ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,285,444TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$244,007TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,967,265TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$480,929ExcessRevenueOverExpensesAmt
Net Investment Income$2,511,501NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$33,993CashBOYAmt
Cash EOY$96,163CashEOYAmt
Cash EOYFMV$96,163CashEOYFMVAmt
Sav And Temp Cash Invst BOY$124,405SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$109,891SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$109,891SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$2,087AcctRcvblBOYAmt
Prepaid Expenses BOY$13,174PrepaidExpensesBOYAmt
Other Investments BOY$48,171,146OtherInvestmentsBOYAmt
Other Investments EOY$42,253,436OtherInvestmentsEOYAmt
Other Investments EOYFMV$42,253,436OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$5,100LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$5,100LandBldgEquipAccumDeprecAmt
Other Assets BOY$4,115OtherAssetsBOYAmt
Other Assets EOY$64,444OtherAssetsEOYAmt
Other Assets EOYFMV$64,444OtherAssetsEOYFMVAmt
Total Assets BOY$48,348,920TotalAssetsBOYAmt
Total Assets EOY$42,523,934TotalAssetsEOYAmt
Total Assets EOYFMV$42,523,934TotalAssetsEOYFMVAmt
Accounts Payable BOY$26,317AccountsPayableBOYAmt
Accounts Payable EOY$48,680AccountsPayableEOYAmt
Grants Payable BOY$152,500GrantsPayableBOYAmt
Grants Payable EOY$170,000GrantsPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$3,036OtherLiabilitiesEOYAmt
Total Liabilities BOY$178,817TotalLiabilitiesBOYAmt
Total Liabilities EOY$221,716TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$48,031,600NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$42,188,101NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$138,503DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$114,117DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$48,170,103TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$42,302,218TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$48,348,920TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$42,523,934TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$48,170,103TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$480,929ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$48,651,032SubtotalAmt
Other Decreases$6,348,814OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$42,302,218TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAINS DISTRIBUTIONP$101,671$101,671$101,671
PUBLICLY TRADED SECURITIESP$10,165,288$1,330,674$1,330,674$8,834,614
PRIVATE EQUITYP$250,918$250,918$250,918
FieldValueIRS element (for citing)
Capital Gain Net Income$1,683,263CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$34,910InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$34,910SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$34,910TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$31,874EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$31,874TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$3,036TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.FISAFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksSUSAN M CLARKEIndividualWithBooksNm
Phone4124565550PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1535 SMITHFIELD STREET - SUITE 710AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (20 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
THENA ROBINSON MOCK LEFT OCT 2021
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER2.00$0$0$0
SHIRL REGAN LEFT DEC 2021
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER2.00$0$0$0
LYNETTE R LEDERMAN
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD PRESIDENT5.00$0$0$0
KAREN FARMER WHITE
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD VICE PRESIDENT2.00$0$0$0
KATHLEEN MINNOCK
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD TREASURER2.00$0$0$0
SUSAN CARDILLO
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD SECRETARY2.00$0$0$0
JOSIE BADGER
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER2.00$0$0$0
LINDA BURKE
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER2.00$0$0$0
SUSAN DAVIS
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER2.00$0$0$0
RHONDA FISCHER
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER2.00$0$0$0
PAULA GARRET
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER2.00$0$0$0
PEGGY HARRIS
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER2.00$0$0$0
LIZ HEALEY
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER2.00$0$0$0
JENNIFER R LUNDY
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER2.00$0$0$0
MONICA MENDEZ
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER2.00$0$0$0
SUZANNE PARKS
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER2.00$0$0$0
EVELYN SAVIDO
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER2.00$0$0$0
JORDANA STEPHENS
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER2.00$0$0$0
CHATON T TURNER
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222BOARD MEMBER2.00$0$0$0
KRISTY TRAUTMANN
535 SMITHFIELD STREET SUITE 710PITTSBURGHPA15222EXECUTIVE DIRECTOR40.00$164,468$23,393$1,994

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
RENEE LASIN
535 SMITHFIELD STREET - SUITE 710PITTSBURGHPA15222PROGRAM OFFICER40.00$93,976$10,167$2,360
SUSAN CLARKE
535 SMITHFIELD STREET - SUITE 710PITTSBURGHPA15222OFFICE MANAGER37.50$64,623$15,043$600
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
JP MORGAN CHASE BANK NA
1650 MARKET STREET 47TH FLOORPHILADELPHIAPA19103INVESTMENT ADVISORS$157,670
HIRTLE CALLAGHAN & CO
300 BARR HARBOR DRIVEWEST CONSHOHOCKENPA19428INVESTMENT ADVISORS$77,130
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SEE STATEMENT 14Description1Txt
Expenses1$258,342Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$40,852,519AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$138,325AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$8,123,086FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$49,113,930TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$49,113,930AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$736,709CashDeemedCharitableAmt
Net Vl Noncharitable Assets$48,377,221NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,418,861MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,418,861MinimumInvestmentReturnAmt
Tax Based On Investment Income$34,910TaxBasedOnInvestmentIncomeAmt
Total Tax$34,910TotalTaxAmt
Distributable Before Adj$2,383,951DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,383,951DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,383,951DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,967,265ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,967,265QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,383,951DistributableAsAdjustedAmt
Undistributed Income PY$930,864UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,967,265QualifyingDistributionsAmt
Applied To Year1$930,864AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,036,401AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$1,347,550UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKRISTY TRAUTMANN EXECUTIVE DIRECTORRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1535 SMITHFIELD STREET SUITE 710AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4124565500RecipientPhoneNum
Form And Info And MaterialsSEE ATTACHMENTFormAndInfoAndMaterialsTxt
Submission DeadlinesSEE ATTACHMENTSubmissionDeadlinesTxt
Restrictions On AwardsSEE ATTACHMENTRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACHIEVA
711 BINGHAM STREETPITTSBURGHPA152031011PCSUPPORT FOR THE DEFENDANTS WITH DISABILITIES PROJECT$3,092
ADAGIO HEALTH
603 STANWIX ST SUITE 500PITTSBURGHPA152221451PCSUPPORT FOR THE HEALTH INNOVATION FUND$30,000
ALBERT SCHWEITZER FELLOWSHIP PITTSBURGH
5614 ELGIN STREETPITTSBURGHPA152061514PCSUPPORT FOR A PROJECT TO IMPROVE BLACK MATERNAL HEALTH$1,120
ALLEGHENY COUNTY DEPARTMENT OF HUMAN SERVICES
HUMAN SERVICES BUILDING 1 SMITHFIELPITTSBURGHPA15222PCSUPPORT FOR COUNTY-WIDE DOMESTIC VIOLENCE REFORM EFFORTS$50,000STREET
ALLIANCE FOR REFUGEE YOUTH SUPPORT AND EDUCATION (ARYSE)
6101 PENN AVENUE SUITE 201PITTSBURGHPA15206PCSUPPORT FOR GIRLS ART AND MAKER GROUP$2,500
AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF PENNSYLVANIA
1800 JFK BOULEVARD SUITE 600PHILADELPHIAPA191037404PCSUPPORT TO ADDRESS SCHOOL POLICING IMPACTS ON STUDENTS WITH DISABILITIES$25,000
AUTISM URBAN CONNECTIONS INC
4915 GERTRUDE STREETPITTSBURGHPA152071681PCOPERATING SUPPORT TO SERVE BLACK FAMILIES WITH AUTISTIC CHILDREN$25,000
BUTLER COUNTY ASSOCIATION FOR THE BLIND
322 N CEDAR STBUTLERPA160014958PCSUPPORT FOR CIVIC ENGAGEMENT TRAININGS FOR PEOPLE WHO ARE BLIND$18,000
CENTER FOR HEARING & DEAF SERVICES
1945 FIFTH AVENUEPITTSBURGHPA152195543PCSUPPORT FOR MARKETING, EDUCATION AND OUTREACH$25,000
CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION
ONE CHILDRENS HOSPITAL DRIVEPITTSBURGHPA152241334PCSUPPORT FOR AN ADVOCACY PROGRAM FOR YOUNG ADULTS WITH DISABILITIES$10,000
CITY OF ASYLUM PITTSBURGH
40 W NORTH AVENUEPITTSBURGHPA152124710PCSUPPORT FOR ASL POETRY AND STORYTELLING SLAM$10,000
CITY OF ASYLUM PITTSBURGH
40 W NORTH AVENUEPITTSBURGHPA152124710PCSUPPORT FOR WOMEN'S WAY: STORIES OF MOTHERHOOD IN THE TIME OF COVID$1,000
CLASS
1400 SOUTH BRADDOCK AVEPITTSBURGHPA152181264PCSPONSORSHIP OF THE 2021 COMMUNITY HEROES AWARDS DINNER$1,000
CLASS
1400 SOUTH BRADDOCK AVEPITTSBURGHPA152181264PCSUPPORT FOR TECHNOLOGY TO IMPROVE SERVICES FOR PEOPLE WITH DISABILITIES$25,000
COURT APPROVED SPECIAL ADVOCATES OF ALLEGHENY COUNTY
564 FORBES AVE STE 1302PITTSBURGHPA152192910PCTO ADVOCATE FOR CHILDREN WITH DISABILITIES WHO HAVE BEEN ABUSED$20,000
DEPAUL SCHOOL FOR HERAING AND SPEECH
6202 ALDER STREETPITTSBURGHPA152065240PCTO PROVIDE SERVICES TO PRESCHOOLERS WITH LANGUAGE DELAYS$25,000
DISABILITY RIGHTS PENNSYLVANIA
301 CHESTNUT STREET SUITE 300HARRISBURGPA171012702PCSUPPORT TO PREVENT ABUSE OF PEOPLE WITH DISABILITIES IN NURSING HOMES$25,000
DOMESTIC VIOLENCE SERVICES OF SOUTHWESTERN PA
371 LOW HILL RDBROWNSVILLEPA154179026PCSUPPORT FOR A WEBSITE REDESIGN TO INCREASE ACCESSIBILITY$9,000
DUQUESNE UNIVERSITY OF THE HOLY SPIRIT
600 FORBES AVENUE 4TH FLOORPITTSBURGHPA152820001PCCONTINUED SUPPORT TO TRAIN NURSES TO CARE FOR PATIENTS WITH DISABILITIES.$30,000
DUQUESNE UNIVERSITY OF THE HOLY SPIRIT
600 FORBES AVENUE 4TH FLOORPITTSBURGHPA152820001PCOPERATING SUPPORT TO PROVIDE LEGAL ADVOCACY FOR STUDENTS OF COLOR WITH DISABILITIES$25,000
EAST END COOPERATIVE MINISTRY
6140 STATION STPITTSBURGHPA152063134PCSUPPORT FOR PREVENTION, INTERVENTION AND GROWTH PROGRAMMING FOR AT-RISK GIRLS$55,000
EAST SUBURBAN CITIZEN ADVOCACY
4559 OLD WILLIAM PENN HIGHWAY SUITEMURRYSVILLEPA156681950PCOPERATING SUPPORT FOR ADVOCACY FOR PEOPLE WITH DISABILITIES$25,000200
FILM PITTSBURGH
1789 S BRADDOCK AVE STE 565PITTSBURGHPA152181889PCSUPPORT FOR 2021 PITTSBURGH REELABILITIES, A DISABILITY-THEMED FILM FESTIVAL$5,000
GWEN'S GIRLS INC
711 EAST COMMONS 3RD FLOORPITTSBURGHPA152125239PCSUPPORT FOR SPONSORSHIP FOR 20TH ANNIVERSARY CELEBRATION$5,000
GWEN'S GIRLS INC
711 EAST COMMONS 3RD FLOORPITTSBURGHPA152125239PCSUPPORT FOR A CAPITAL CAMPAIGN$75,000
GWEN'S GIRLS INC
711 EAST COMMONS 3RD FLOORPITTSBURGHPA152125239PCCONFERENCE SPONSORSHIP FOR THE 6TH ANNUAL EQUITY SUMMIT AND AWARDS CEREMONY$5,000
HAVIN INC
PO BOX 983KITTANNINGPA162010983PCSUPPORT TO ADDRESS AND PREVENT ABUSE OF PEOPLE WITH DISABILITIES$10,000
INVISION FOUNDATION
12450 PERRY HIGHWAYWEXFORDPA152054363PCSUPPORT FOR THE SIGNALS PROGRAM, SERVING PEOPLE WITH DISABILITIES$20,000
JEWISH FAMILY AMD CHILDRENS SERVICE
5743 BARTLETT STREETPITTSBURGHPA152171582PCSUPPORT FOR ADVOCACY FOR IMMIGRANTS WITH DISABILITIES$24,965
JEWISH HEALTHCARE FOUNDATION
625 LIBERTY AVE SUITE 2500PITTSBURGHPA152223115PCSUPPORT FOR PENNSYLVANIA HEALTH FUNDERS COLLABORATIVE$5,000
MAINSTAY LIFE SERVICES
200 ROESSLER ROADPITTSBURGHPA152201037PCFOR TECHNOLOGY IMPROVEMENTS TO SUPPORT ADULTS WITH INTELLECTUAL DISABILITIES$20,000
NEIGHBORHOOD ALLIES
429 FOURTH AVENUE SUITE 1900PITTSBURGHPA152225405PCSUPPORT TO CREATE WEALTH BUILDING OPPORTUNITIES FOR BLACK FAMILIES OF DISABLED CHILDREN$20,000
NEW VOICES FOR REPRODUCTIVE JUSTICE
5987 BROAD STREET SUITE 205PITTSBURGHPA152063060PCSUPPORT TO EMPOWER BLACK GIRLS TO BE ADVOCATES AND ORGANIZERS$35,000
OPEN FIELD
6401 PENN AVENUE SUITE 300PITTSBURGHPA152064051PCCONTINUED SUPPORT FOR SOCCER AND LIFE SKILLS PROGRAMMING FOR REFUGEE GIRLS$5,000
PEAL CENTER
2325 EAST CARSON ST SUITE 100APITTSBURGHPA152032180PCSUPPORT TO EXPAND FAMILY LIVING OPTIONS FOR CHILDREN WITH DISABILITIES$11,866
PENNSYLVANIA HEALTH LAW PROJECT
2325 EAST CARSON STREET 1ST FLOORPITTSBURGHPA191063060PCTO ADVOCATE FOR THE HEALTHCARE NEEDS OF PEOPLE WITH DISABILITIES IN SOUTHWEST PA$45,000SUITE B
PENNSYLVANIA ORGANIZATION FOR WOMEN IN EARLY RECOVERY (POWER)
907 WEST STREET 2ND FLOORPITTSBURGHPA152212841PCGENERAL OPERATING SUPPORT FOR SERVICES TO WOMEN IN RECOVERY$45,000
PITTSBURGH ACTION AGAINST RAPE
81 SOUTH 19TH STREETPITTSBURGHPA152031852PCSPONSORSHIP FOR THE 2022 TEAL BALL$5,000
PITTSBURGH PROMISE
5 PPG PLACE SUITE 204PITTSBURGHPA152225405PCTO SUPPORT PARTICIPATION IN THE PITTSBURGH PROMISE BY STUDENTS WITH DISABILITIES$10,000
PITTSBURGH PUBLIC THEATER
621 PENN AVENUEPITTSBURGHPA152223204PCSUPPORT FOR ACCESSIBILITY AUDIT AND ASSISTIVE LISTENING REPAIR$5,000
PITTSBURGHERS FOR PUBLIC TRANSIT
5119 PENN AVENUEPITTSBURGHPA152241615PCTO INTEGRATE DISABILITY JUSTICE INTO ADVOCACY FOR ACCESSIBLE PUBLIC TRANSIT$25,000
PRESBYTERIAN SENIOR CARE
1215 HULTON ROADOAKMONTPA15139PCSUPPORT FOR QUALITY OF LIFE AND SAFETY ENHANCEMENTS$5,000
PUBLICSOURCE
1396 FIFTH AVENUEPITTSBURGHPA152195544PCSUPPORT FOR A JOURNALISM SERIES ADDRESSING CAMPUS SEXUAL VIOLENCE$25,000
ROBERT MORRIS UNIVERSITY
6001 UNIVERSITY BLVDMOON TOWNSHIPPA151082574PCTO INCREASE PARTICIPATION OF PEOPLE WITH DISABILITIES ON NONPROFIT BOARDS$20,000
RULING OUR EXPERIENCES INC
1335 DUBLIN ROAD SUITE 18ACOLUMBUSOH432151000PCCONTINUED SUPPORT FOR GIRLS' EMPOWERMENT GROUPS IN RURAL SCHOOL DISTRICTS$22,500
SIDE PROJECT INC
1400 SOUTH BRADDOCK AVENUEPITTSBURGHPA15218PCOPERATING SUPPORT FOR THE BLACK WOMEN'S POLICY AGENDA$25,000
SISTERS PGH
2014 MONONGAHELA AVENUESWISSVALEPA152172729PCSUPPORT FOR TRANSITIONAL HOUSING AND SERVICES FOR BLACK TRANSGENDER WOMEN$25,000
SISTERS PGH
2014 MONONGAHELA AVENUESWISSVALEPA152172729PCSUPPORT FOR AMERICAN SIGN LANGUAGE INTERPRETERS FOR PEOPLE'S PRIDE$3,000
SOCIAL GOOD FUND
12651 SAN PABLO AVENUE SUITE 5473RICHMONDCA94805PCFISCAL SPONSOR FOR PEOPLESHUB TO ADVANCE DISABILITY JUSTICE IN THE PITTSBURGH AREA$50,000
SPHS CARE CENTER
75 EAST MAIDEN STREETWASHINGTONPA15301PCSUPPORT TO PREVENT SEXUAL VIOLENCE AGAINST INDIVIDUALS WITH DISABILITIES$25,755
STANDING FIRM WOMEN'S CENTER AND SHELTER OF GREATER PITTSBURGH
PO BOX 9024PITTSBURGHPA152240024PCSPONSORSHIP FOR THE LEADERSHIP BREAKFAST TO PREVENT DOMESTIC VIOLENCE$3,034
STANDING FIRM WOMEN'S CENTER AND SHELTER OF GREATER PITTSBURGH
PO BOX 9024PITTSBURGHPA152240024PCSPEAKER HONORARIUM FOR APRIL 13, 2022 BOARD MEETING$200
STEELWHEELERS
83 WESTMINSTER PLPITTSBURGHPA152091259PCSUPPORT FOR THE PITTSBURGH STEELWHEELERS PILOT COMMUNITY ENGAGEMENT PROJECT$23,500
STRONG WOMEN STRONG GIRLS
1620 MURRAY AVENUE 3RD FLOORPITTSBURGHPA15217PCSUPPORT FOR GIRLS EMPOWERMENT AND MENTORING PROGRAMMING$20,000
THE FRIENDSHIP CIRCLE OF PITTSBURGH
5872 NORTHCUMBERLAND STPITTSBURGHPA152171253PCSUPPORT FOR SOCIAL AND EMPLOYMENT PROGRAMS FOR ADULTS WITH DISABILITIES$25,000
THE MIDWIFE CENTER FOR BIRTH AND WOMEN'S HEALTH
2831 PENN AVENUEPITTSBURGHPA152224713PCTO IMPLEMENT A DIVERSITY, EQUITY, AND INCLUSION PLAN$25,000
THE PITTSBURGH CONTINGENCY INC
1716 NEVADA STREETPITTSBURGHPA15218PCSUPPORT FOR THE STARTUP OF THE WEAVING WOMEN STORIES NETWORK$5,000
UNITED WAY OF SOUTH WESTERN PENNSYLVANIA
1250 PENN AVENUEPITTSBURGHPA15222PCTO SUPPORT SOUTHWEST PA SAYS NO MORE AND COACHING BOYS INTO MEN$125,000
UNIVERSITY OF PITTSBURGH PHYSICIANS
1400 LOCUST ST STE D2-2100PITTSBURGHPA15219PCSUPPORT FOR THE PEER NAVIGATOR PROGRAM AT THE UPMC ADULT SPINA BIFIDA CLINIC$16,000
UPMC PRESBYTERIAN SHADYSIDE WESTERN BEHAVIORAL HEALTH
3811 OHARA STREETPITTSBURGHPA15213PCSUPPORT FOR A CONFERENCE TO IMPROVE SERVICES FOR INDIVIDUALS WITH DISABILITIES$4,000
WOMEN AND GIRLS FOUNDATION OF SOUTHWEST PENNSYLVANIA
3700 BUTLER STREET STUDIO CPITTSBURGHPA152011820PCSPONSORSHIP FOR 20TH ANNIVERSARY CELEBRATION$1,000
WOMEN AND GIRLS FOUNDATION OF SOUTHWEST PENNSYLVANIA
3700 BUTLER STREET STUDIO CPITTSBURGHPA152011820PCSUPPORT FOR THE GIRLGOV PROGRAM AND LEADERSHIP TRANSITION$50,000
WOMEN'S CENTER & SHELTER OF GREATER PITTSBURGH
PO BOX 9024PITTSBURGHPA152240024PCSPEAKER HONORARIUM FOR APRIL 13, 2022 BOARD MEETING$200
WOMEN'S LAW PROJECT
428 FORBES AVENUE SUITE 1710PITTSBURGHPA191075125PCTO ADVOCATE FOR IMPROVED POLICE RESPONSE TO SEXUAL ASSAULT$35,000
WOMEN'S LAW PROJECT
428 FORBES AVENUE SUITE 1710PITTSBURGHPA191075125PCSPONSORSHIP TO 2022 RIGHTS TO REALITIES EVENT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,352,732TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF PENNSYLVANIA
1800 JFK BOULEVARD SUITE 600PHILADELPHIAPA191037404PCSUPPORT TO ADDRESS SCHOOL POLICING IMPACTS ON STUDENTS WITH DISABILITIES$25,000
PENNSYLVANIA ORGANIZATION FOR WOMEN IN EARLY RECOVERY (POWER)
907 WEST STREET 2ND FLOORPITTSBURGHPA152212841PCGENERAL OPERATING SUPPORT FOR SERVICES TO WOMEN IN RECOVERY$45,000
URBAN LEAGUE OF GREATER PITTSBURGH
332 FIFTH AVENUE FOURTH FLOORPITTSBURGHPA15222PCCONTINUED SUPPORT OF THE BLACK FEMALE LEADERSHIP DEVELOPMENT INSTITUTE$50,000
WOMEN AND GIRLS FOUNDATION OF SOUTHWEST PENNSYLVANIA
3700 BUTLER STREET STUDIO CPITTSBURGHPA152011820PCSUPPORT FOR THE GIRLGOV PROGRAM AND LEADERSHIP TRANSITION$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$170,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,072,245ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,683,263ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,755,508ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,755,508TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUDIT AND TAX$14,636$732$13,904
BOOKKEEPING$16,405$820$15,585
PAYROLL PROCESSING$1,730$0$1,730

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (3 entries)

IdentifierIdentifierTxtForm And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
EXPLANATION:FORM 990PF, PART XV, LINE 2B, 2C, AND 2DFISA 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 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 PRES, 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 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 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 5THE 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 IX-A, LINE 1IN 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. THIS YEAR, FISA LAUNCHED AN INITIATIVE TO STRENGTHEN OUR NONPROFITS 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 FOR GRANTEES AND PARTNERS TO RAISE AWARENESS ON RACIAL JUSTICE ISSUES AND THE SPECIFIC INEQUALITIES EXPERIENCED BY PEOPLE OF COLOR WITH DISABILITIES. 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 VIRTUAL LEADERSHIP BREAKFAST FOR CORPORATE CEOS FOCUSED ON ENDING DOMESTIC AND SEXUAL VIOLENCE. FOR THE ANNUAL FATHER'S DAY PLEDGE TO END DOMESTIC AND SEXUAL VIOLENCE, FISA CO-CREATED A NEW VIDEO SERIES HIGHLIGHTING HOW THE WORDS AND EVERYDAY ACTIONS OF MEN CAN MAKE A DIFFERENCE IN PREVENTING GENDER-BASED VIOLENCE. THESE VIDEOS, AND THE ACCOMPANYING TOOLKIT, WERE DEVELOPED FOR OUR NONPROFIT PARTNERS TO UTILIZE IN THEIR PREVENTION EFFORTS. COMMISSIONING REPORTS:FISA PERIODICALLY ISSUES REPORTS ON TOPICS RELATED TO ITS MISSION. THIS YEAR FISA ASSISTED IN PRODUCTION OF A REPORT ON THE SCHOOL TO PRISON PIPELINE, FOCUSING ON THE CRIMINALIZATION OF BLACK GIRLS AND YOUTH WITH DISABILITIES FOR MINOR BEHAVIORAL INFRACTIONS AT SCHOOL. 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, MOST RECENTLY, 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. HELPED TO CONNECT DISABILITY SERVING NONPROFITS WITH ORGANIZATIONS PROVIDING ACCESSIBLE FACE MASKS AND OTHER PROTECTIVE GEAR DURING THE COVID-19 PANDEMIC. SERVED AS AN ADVISOR TO THE UNITED WAY OF SOUTHWEST PA FOR ITS 21 AND ABLE INITIATIVE, DESIGNED TO IMPROVE THE TRANSITION TO ADULTHOOD FOR YOUNG ADULTS WITH DISABILITIES, ADDRESS THE NEEDS OF INDIVIDUALS WITH COMPLEX DISABILITIES, AND ENGAGE COMPANIES IN EMPLOYING PEOPLE WITH DISABILITIES. 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 AND SERVES ON THE BOARD AND FINANCE COMMITTEE FOR GRANTMAKERS OF WESTERN PENNSYLVANIA AS WELL AS THE OFFICE OF CHILD DEVELOPMENT ADVISORY BOARD. SHE IS REGULARLY CALLED UPON TO SERVE AS A PRESENTER AT EVENTS AND WEBINARS.

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (22 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
HC PRIVATE EQUITY OFFSHORE FUND VIFMV$350,798$350,798
HC PRIVATE EQUITY OFFSHORE FUND VIIFMV$353,002$353,002
HIRTLE CALLAGHAN PRIVATE EQUITY FUND IXFMV$667,881$667,881
HIRTLE CALLAGHAN PRIVATE EQUITY FUND XFMV$1,013,115$1,013,115
HIRTLE CALLAGHAN PRIVATE EQUITY FUND XIFMV$1,063,010$1,063,010
HIRTLE CALLAGHAN PRIVATE EQUITY FUND XIIFMV$2,201,889$2,201,889
JPM ASIA EX-JAPAN EQUITY PORTFOLIOFMV$775,226$775,226
JPM EAFE EQUITY PORTFOLIOFMV$1,185,809$1,185,809
JPM EMERGING MARKET EQUITY PORTFOLIOFMV$2,874,506$2,874,506
JPM FIXED INCOME MUTUAL FUNDSFMV$5,370,153$5,370,153
JPM HARD ASSETSFMV$1,381,191$1,381,191
JPM JAPANESE LARGE CAP EQUITY PORTFOLIOFMV$1,144,245$1,144,245
JPM REAL ESTATE & INFRASTRUCTUREFMV$1,684,349$1,684,349
JPM US LARGE CAP EQUITY PORTFOLIOFMV$14,525,218$14,525,218
MONEY MARKET FUNDSFMV$974,762$974,762
OTHER INVESTMENTSFMV$114,117$114,117
PE VIII OFFSHOREFMV$70,511$70,511
JPM EUORPEAN LARGE CAP EQUITY PORTFOLIOFMV$3,869,985$3,869,985
GCM GROSVENOR ADVANCE FEEDER FUNDFMV$317,279$317,279
PEG GLOBAL PRIVATE EQUITY IXFMV$471,484$471,484
JPM GLOBAL EQUITYFMV$344,906$344,906
HPS CORPORATE LENDING FUNDFMV$1,500,000$1,500,000

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SECURITY DEPOSIT$4,094$4,094$4,094
ACCRUED INTEREST RECEIVABLE$21$60,350$60,350

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON INVESTMENTSDesc
Amt$6,348,814Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DUES AND SUBSCRIPTIONS$4,858$0$4,858
INSURANCE$4,009$0$4,009
MISCELLANEOUS$353$0$353
OTHER DISCONTINUED OPERATIONS$10,865$0$10,865
SOFTWARE/ HARDWARE$10,798$0$10,798
WEBSITE$18,625$0$18,625
OFFICE SUPPLIES$5,464$0$5,464

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCISE TAX PAYABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$3,036EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTING FEES$234,800$234,800$0
BANKING FEES$580$580$0
OTHER OUTSIDE SERVICES$81,530$0$60,239

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXESCategoryTxt
Amt$34,910Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt