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16250 813 15437 BOOKKEEPING 17718 886 16832 PAYROLL PROCESSING 1699 0 1699 AAC INSTITUTE 1100 WASHINGTON AVE STE 317 CARNEGIE PA 15106 2024-07-02 5000 SUPPORT FOR THE 2024 ICAN TALK AAC SUMMER CAMP 8/6/2024 2024-10-14 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. O 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.O 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 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. IN PARTNERSHIP WITH THE HEINZ ENDOWMENTS AND THE PITTSBURGH FOUNDATION, FISA LAUNCHED AN INITIATIVE TO STRENGTHEN OUR NONPROFIT PARTNERS' WORK AT THE INTERSECTION OF RACE AND DISABILITY IN AN EFFORT TO ADDRESS THE INEQUALITIES EXPERIENCED BY PEOPLE OF COLOR WITH DISABILITIES. THIS INITIATIVE HAS INCLUDED WEBINARS, CLASSES, AND MEETINGS FOR GRANTEES AND PARTNERS TO RAISE AWARENESS AND TO BUILD KNOWLEDGE, SKILLS, AND COMMUNITY AROUND EQUITY AND INCLUSION. 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 RELEASED A REPORT AND SERIES OF VIDEOS AND RESOURCES 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. CONVENED DISABILITY ADVOCATES AND HEALTH CARE PROFESSIONALS TO ADDRESS ACCESSIBILITY BARRIERS IN HEALTH CARE. FISA IS IN PLANNING STAGES OF AN INITIATIVE TO SUPPORT NONPROFITS IN ADOPTING REASONABLE ACCOMMODATION POLICIES TO PROMOTE INCLUSIVE WORKPLACES.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, PRESIDENT OF THE BOARD OF GRANTMAKERS OF WESTERN PENNSYLVANIA, AS A MEMBER OF THE ADVISORY BOARD FOR ADAGIO HEALTH, AND ON THE FUNDING COMMITTEE FOR THE WESTERN REGIONAL CONTINUUM OF CARE WHICH DISTRIBUTES FUNDING FOR HOMELESS SERVICES. HC PRIVATE EQUITY OFFSHORE FUND VI FMV 200669 200669 HC PRIVATE EQUITY OFFSHORE FUND VII FMV 177116 177116 HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX FMV 361717 361717 HIRTLE CALLAGHAN PRIVATE EQUITY FUND X FMV 447042 447042 HIRTLE CALLAGHAN PRIVATE EQUITY FUND XI FMV 958991 958991 HIRTLE CALLAGHAN PRIVATE EQUITY FUND XII FMV 2648735 2648735 JPM EAFE EQUITY PORTFOLIO FMV 3116428 3116428 JPM EMERGING MARKET EQUITY PORTFOLIO FMV 2793436 2793436 JPM FIXED INCOME MUTUAL FUNDS FMV 6377281 6377281 JPM HARD ASSETS FMV 1089968 1089968 JPM JAPANESE LARGE CAP EQUITY PORTFOLIO FMV 1016893 1016893 JPM REAL ESTATE & INFRASTRUCTURE FMV 1370939 1370939 JPM US LARGE CAP EQUITY PORTFOLIO FMV 17174759 17174759 MONEY MARKET FUNDS FMV 1541999 1541999 OTHER INVESTMENTS FMV 131432 131432 PE VIII OFFSHORE FMV 34199 34199 JPM EUORPEAN LARGE CAP EQUITY PORTFOLIO FMV 2806352 2806352 GCM GROSVENOR ADVANCE FEEDER FUND FMV 800890 800890 PEG GLOBAL PRIVATE EQUITY IX FMV 935000 935000 HPS CORPORATE LENDING FUND FMV 1557977 1557977 ASF IX PRIVATE INVESTORS OFFSHORE FMV 144613 144613 PEG GLOBAL PRIVATE EQUITY X S.A. FMV 1313578 1313578 PEG GLOBAL PRIVATE EQUITY XI SCSP FMV 743820 743820 GCM GROSVENOR ADVANCE FEEDER FUND II FMV 227807 227807 JPM ASIA EX-JAPAN EQUITY FMV 394907 394907 SECURITY DEPOSIT 4094 4094 4094 ACCRUED INTEREST RECEIVABLE 33678 33968 33968 RIGHT OF USE ASSET 259139 219806 219806 DUES AND SUBSCRIPTIONS 12854 0 12854 INSURANCE 6686 0 6686 MISCELLANEOUS 15 0 15 OTHER DISCONTINUED OPERATIONS 380 0 380 SOFTWARE/ HARDWARE 10119 0 10119 WEBSITE 1930 0 1930 OFFICE SUPPLIES 2388 0 2388 UNREALIZED GAIN ON INVESTMENTS 2559969 OPERATING LEASE LIABILITY 274341 234765 EXCISE TAX PAYABLE 2202 5911 INVESTING FEES 220730 220730 0 BANKING FEES 2703 2703 0 OTHER OUTSIDE SERVICES 62945 0 63649 EXCISE TAXES 28214 0 0