Form990-PF
Click to see attachment
Click to see attachmentClick to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
FISA FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)535 SMITHFIELD STREET 710
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15222
A Employer identification number

25-0965388
B Telephone number (see instructions)

(412) 456-5550
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$42,523,934J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 10,865
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,072,245 1,072,245  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,683,263
b Gross sales price for all assets on line 6a 10,517,877
7 Capital gain net income (from Part IV, line 2)... 1,683,263
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 2,766,373 2,755,508  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 164,468 2,056   162,412
14 Other employee salaries and wages...... 159,109 3,501   155,485
15 Pension plans, employee benefits....... 75,890 1,518   74,372
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 32,771 1,552   31,219
c Other professional fees (attach schedule).... Click to see attachment 316,910 235,380   60,239
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 34,910 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 57,086 0   56,738
21 Travel, conferences, and meetings....... 16,094 0   16,094
22 Printing and publications.......... 3,002 0   3,002
23 Other expenses (attach schedule)....... Click to see attachment 54,972 0   54,972
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 915,212 244,007   614,533
25 Contributions, gifts, grants paid....... 1,370,232 1,352,732
26 Total expenses and disbursements. Add lines 24 and 25 2,285,444 244,007   1,967,265
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 480,929
b Net investment income (if negative, enter -0-) 2,511,501
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 33,993 96,163 96,163
2 Savings and temporary cash investments......... 124,405 109,891 109,891
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   2,087    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 13,174    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 48,171,146 Click to see attachment42,253,436 42,253,436
14 Land, buildings, and equipment: basis bullet5,100
Less: accumulated depreciation (attach schedule) bullet5,100      
15 Other assets (describe bullet) Click to see attachment4,115 Click to see attachment64,444 Click to see attachment64,444
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 48,348,920 42,523,934 42,523,934
Liabilities 17 Accounts payable and accrued expenses.......... 26,317 48,680
18 Grants payable................. 152,500 170,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment3,036
23 Total liabilities (add lines 17 through 22)......... 178,817 221,716
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 48,031,600 42,188,101
25 Net assets with donor restrictions............ 138,503 114,117
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 48,170,103 42,302,218
30 Total liabilities and net assets/fund balances (see instructions). 48,348,920 42,523,934
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
48,170,103
2
Enter amount from Part I, line 27a .....................
2
480,929
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
48,651,032
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
6,348,814
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
42,302,218
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a CAPITAL GAINS DISTRIBUTION P    
b PUBLICLY TRADED SECURITIES P    
c PRIVATE EQUITY P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 101,671     101,671
b 10,165,288   8,834,614 1,330,674
c 250,918     250,918
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       101,671
b       1,330,674
c       250,918
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,683,263
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 34,910
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 34,910
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 31,874
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 31,874
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,036
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.FISAFOUNDATION.ORG
    14
    The books are in care ofbulletSUSAN M CLARKE Telephone no.bullet (412) 456-5550

    Located atbullet535 SMITHFIELD STREET - SUITE 710PITTSBURGHPA ZIP+4bullet15222
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    THENA ROBINSON MOCK LEFT OCT 2021 BOARD MEMBER
    2.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    SHIRL REGAN LEFT DEC 2021 BOARD MEMBER
    2.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    LYNETTE R LEDERMAN BOARD PRESIDENT
    5.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    KAREN FARMER WHITE BOARD VICE PRESIDENT
    2.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    KATHLEEN MINNOCK BOARD TREASURER
    2.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    SUSAN CARDILLO BOARD SECRETARY
    2.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    JOSIE BADGER BOARD MEMBER
    2.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    LINDA BURKE BOARD MEMBER
    2.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    SUSAN DAVIS BOARD MEMBER
    2.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    RHONDA FISCHER BOARD MEMBER
    2.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    PAULA GARRET BOARD MEMBER
    2.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    PEGGY HARRIS BOARD MEMBER
    2.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    LIZ HEALEY BOARD MEMBER
    2.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    JENNIFER R LUNDY BOARD MEMBER
    2.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    MONICA MENDEZ BOARD MEMBER
    2.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    SUZANNE PARKS BOARD MEMBER
    2.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    EVELYN SAVIDO BOARD MEMBER
    2.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    JORDANA STEPHENS BOARD MEMBER
    2.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    CHATON T TURNER BOARD MEMBER
    2.00     		0 0 0
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    KRISTY TRAUTMANN EXECUTIVE DIRECTOR
    40.00     		164,468 23,393 1,994
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    RENEE LASIN PROGRAM OFFICER
    40.00     		93,976 10,167 2,360
    535 SMITHFIELD STREET - SUITE 710
    PITTSBURGH,PA15222
    SUSAN CLARKE OFFICE MANAGER
    37.50     		64,623 15,043 600
    535 SMITHFIELD STREET - SUITE 710
    PITTSBURGH,PA15222
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    JP MORGAN CHASE BANK NA INVESTMENT ADVISORS 157,670
    1650 MARKET STREET 47TH FLOOR
    PHILADELPHIA,PA19103
    HIRTLE CALLAGHAN & CO INVESTMENT ADVISORS 77,130
    300 BARR HARBOR DRIVE
    WEST CONSHOHOCKEN,PA19428
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 SEE STATEMENT 14 258,342
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    40,852,519
    b
    Average of monthly cash balances.......................
    1b
    138,325
    c
    Fair market value of all other assets (see instructions)................
    1c
    8,123,086
    d
    Total (add lines 1a, b, and c).........................
    1d
    49,113,930
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    49,113,930
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    736,709
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    48,377,221
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,418,861
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    2,418,861
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    34,910
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    34,910
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,383,951
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,383,951
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    2,383,951
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 2,383,951
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 930,864
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,967,265
    a Applied to 2020, but not more than line 2a 930,864
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 1,036,401
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		1,347,550
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    KRISTY TRAUTMANN EXECUTIVE DIRECTOR
    535 SMITHFIELD STREET SUITE 710
    PITTSBURGH,PA15222
    (412) 456-5500
    bThe form in which applications should be submitted and information and materials they should include:
    SEE ATTACHMENT
    cAny submission deadlines:
    SEE ATTACHMENT
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE ATTACHMENT
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACHIEVA
    711 BINGHAM STREET
    PITTSBURGH,PA152031011     		  PC SUPPORT FOR THE DEFENDANTS WITH DISABILITIES PROJECT 3,092
    ADAGIO HEALTH
    603 STANWIX ST SUITE 500
    PITTSBURGH,PA152221451     		  PC SUPPORT FOR THE HEALTH INNOVATION FUND 30,000
    ALBERT SCHWEITZER FELLOWSHIP PITTSBURGH
    5614 ELGIN STREET
    PITTSBURGH,PA152061514     		  PC SUPPORT FOR A PROJECT TO IMPROVE BLACK MATERNAL HEALTH 1,120
    ALLEGHENY COUNTY DEPARTMENT OF HUMAN SERVICES
    HUMAN SERVICES BUILDING 1 SMITHFIEL
    STREET
    PITTSBURGH,PA15222     		  PC SUPPORT FOR COUNTY-WIDE DOMESTIC VIOLENCE REFORM EFFORTS 50,000
    ALLIANCE FOR REFUGEE YOUTH SUPPORT AND EDUCATION (ARYSE)
    6101 PENN AVENUE SUITE 201
    PITTSBURGH,PA15206     		  PC SUPPORT FOR GIRLS ART AND MAKER GROUP 2,500
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF PENNSYLVANIA
    1800 JFK BOULEVARD SUITE 600
    PHILADELPHIA,PA191037404     		  PC SUPPORT TO ADDRESS SCHOOL POLICING IMPACTS ON STUDENTS WITH DISABILITIES 25,000
    AUTISM URBAN CONNECTIONS INC
    4915 GERTRUDE STREET
    PITTSBURGH,PA152071681     		  PC OPERATING SUPPORT TO SERVE BLACK FAMILIES WITH AUTISTIC CHILDREN 25,000
    BUTLER COUNTY ASSOCIATION FOR THE BLIND
    322 N CEDAR ST
    BUTLER,PA160014958     		  PC SUPPORT FOR CIVIC ENGAGEMENT TRAININGS FOR PEOPLE WHO ARE BLIND 18,000
    CENTER FOR HEARING & DEAF SERVICES
    1945 FIFTH AVENUE
    PITTSBURGH,PA152195543     		  PC SUPPORT FOR MARKETING, EDUCATION AND OUTREACH 25,000
    CHILDREN'S HOSPITAL OF PITTSBURGH FOUNDATION
    ONE CHILDRENS HOSPITAL DRIVE
    PITTSBURGH,PA152241334     		  PC SUPPORT FOR AN ADVOCACY PROGRAM FOR YOUNG ADULTS WITH DISABILITIES 10,000
    CITY OF ASYLUM PITTSBURGH
    40 W NORTH AVENUE
    PITTSBURGH,PA152124710     		  PC SUPPORT FOR ASL POETRY AND STORYTELLING SLAM 10,000
    CITY OF ASYLUM PITTSBURGH
    40 W NORTH AVENUE
    PITTSBURGH,PA152124710     		  PC SUPPORT FOR WOMEN'S WAY: STORIES OF MOTHERHOOD IN THE TIME OF COVID 1,000
    CLASS
    1400 SOUTH BRADDOCK AVE
    PITTSBURGH,PA152181264     		  PC SPONSORSHIP OF THE 2021 COMMUNITY HEROES AWARDS DINNER 1,000
    CLASS
    1400 SOUTH BRADDOCK AVE
    PITTSBURGH,PA152181264     		  PC SUPPORT FOR TECHNOLOGY TO IMPROVE SERVICES FOR PEOPLE WITH DISABILITIES 25,000
    COURT APPROVED SPECIAL ADVOCATES OF ALLEGHENY COUNTY
    564 FORBES AVE STE 1302
    PITTSBURGH,PA152192910     		  PC TO ADVOCATE FOR CHILDREN WITH DISABILITIES WHO HAVE BEEN ABUSED 20,000
    DEPAUL SCHOOL FOR HERAING AND SPEECH
    6202 ALDER STREET
    PITTSBURGH,PA152065240     		  PC TO PROVIDE SERVICES TO PRESCHOOLERS WITH LANGUAGE DELAYS 25,000
    DISABILITY RIGHTS PENNSYLVANIA
    301 CHESTNUT STREET SUITE 300
    HARRISBURG,PA171012702     		  PC SUPPORT TO PREVENT ABUSE OF PEOPLE WITH DISABILITIES IN NURSING HOMES 25,000
    DOMESTIC VIOLENCE SERVICES OF SOUTHWESTERN PA
    371 LOW HILL RD
    BROWNSVILLE,PA154179026     		  PC SUPPORT FOR A WEBSITE REDESIGN TO INCREASE ACCESSIBILITY 9,000
    DUQUESNE UNIVERSITY OF THE HOLY SPIRIT
    600 FORBES AVENUE 4TH FLOOR
    PITTSBURGH,PA152820001     		  PC CONTINUED SUPPORT TO TRAIN NURSES TO CARE FOR PATIENTS WITH DISABILITIES. 30,000
    DUQUESNE UNIVERSITY OF THE HOLY SPIRIT
    600 FORBES AVENUE 4TH FLOOR
    PITTSBURGH,PA152820001     		  PC OPERATING SUPPORT TO PROVIDE LEGAL ADVOCACY FOR STUDENTS OF COLOR WITH DISABILITIES 25,000
    EAST END COOPERATIVE MINISTRY
    6140 STATION ST
    PITTSBURGH,PA152063134     		  PC SUPPORT FOR PREVENTION, INTERVENTION AND GROWTH PROGRAMMING FOR AT-RISK GIRLS 55,000
    EAST SUBURBAN CITIZEN ADVOCACY
    4559 OLD WILLIAM PENN HIGHWAY SUITE
    200
    MURRYSVILLE,PA156681950     		  PC OPERATING SUPPORT FOR ADVOCACY FOR PEOPLE WITH DISABILITIES 25,000
    FILM PITTSBURGH
    1789 S BRADDOCK AVE STE 565
    PITTSBURGH,PA152181889     		  PC SUPPORT FOR 2021 PITTSBURGH REELABILITIES, A DISABILITY-THEMED FILM FESTIVAL 5,000
    GWEN'S GIRLS INC
    711 EAST COMMONS 3RD FLOOR
    PITTSBURGH,PA152125239     		  PC SUPPORT FOR SPONSORSHIP FOR 20TH ANNIVERSARY CELEBRATION 5,000
    GWEN'S GIRLS INC
    711 EAST COMMONS 3RD FLOOR
    PITTSBURGH,PA152125239     		  PC SUPPORT FOR A CAPITAL CAMPAIGN 75,000
    GWEN'S GIRLS INC
    711 EAST COMMONS 3RD FLOOR
    PITTSBURGH,PA152125239     		  PC CONFERENCE SPONSORSHIP FOR THE 6TH ANNUAL EQUITY SUMMIT AND AWARDS CEREMONY 5,000
    HAVIN INC
    PO BOX 983
    KITTANNING,PA162010983     		  PC SUPPORT TO ADDRESS AND PREVENT ABUSE OF PEOPLE WITH DISABILITIES 10,000
    INVISION FOUNDATION
    12450 PERRY HIGHWAY
    WEXFORD,PA152054363     		  PC SUPPORT FOR THE SIGNALS PROGRAM, SERVING PEOPLE WITH DISABILITIES 20,000
    JEWISH FAMILY AMD CHILDRENS SERVICE
    5743 BARTLETT STREET
    PITTSBURGH,PA152171582     		  PC SUPPORT FOR ADVOCACY FOR IMMIGRANTS WITH DISABILITIES 24,965
    JEWISH HEALTHCARE FOUNDATION
    625 LIBERTY AVE SUITE 2500
    PITTSBURGH,PA152223115     		  PC SUPPORT FOR PENNSYLVANIA HEALTH FUNDERS COLLABORATIVE 5,000
    MAINSTAY LIFE SERVICES
    200 ROESSLER ROAD
    PITTSBURGH,PA152201037     		  PC FOR TECHNOLOGY IMPROVEMENTS TO SUPPORT ADULTS WITH INTELLECTUAL DISABILITIES 20,000
    NEIGHBORHOOD ALLIES
    429 FOURTH AVENUE SUITE 1900
    PITTSBURGH,PA152225405     		  PC SUPPORT TO CREATE WEALTH BUILDING OPPORTUNITIES FOR BLACK FAMILIES OF DISABLED CHILDREN 20,000
    NEW VOICES FOR REPRODUCTIVE JUSTICE
    5987 BROAD STREET SUITE 205
    PITTSBURGH,PA152063060     		  PC SUPPORT TO EMPOWER BLACK GIRLS TO BE ADVOCATES AND ORGANIZERS 35,000
    OPEN FIELD
    6401 PENN AVENUE SUITE 300
    PITTSBURGH,PA152064051     		  PC CONTINUED SUPPORT FOR SOCCER AND LIFE SKILLS PROGRAMMING FOR REFUGEE GIRLS 5,000
    PEAL CENTER
    2325 EAST CARSON ST SUITE 100A
    PITTSBURGH,PA152032180     		  PC SUPPORT TO EXPAND FAMILY LIVING OPTIONS FOR CHILDREN WITH DISABILITIES 11,866
    PENNSYLVANIA HEALTH LAW PROJECT
    2325 EAST CARSON STREET 1ST FLOOR
    SUITE B
    PITTSBURGH,PA191063060     		  PC TO ADVOCATE FOR THE HEALTHCARE NEEDS OF PEOPLE WITH DISABILITIES IN SOUTHWEST PA 45,000
    PENNSYLVANIA ORGANIZATION FOR WOMEN IN EARLY RECOVERY (POWER)
    907 WEST STREET 2ND FLOOR
    PITTSBURGH,PA152212841     		  PC GENERAL OPERATING SUPPORT FOR SERVICES TO WOMEN IN RECOVERY 45,000
    PITTSBURGH ACTION AGAINST RAPE
    81 SOUTH 19TH STREET
    PITTSBURGH,PA152031852     		  PC SPONSORSHIP FOR THE 2022 TEAL BALL 5,000
    PITTSBURGH PROMISE
    5 PPG PLACE SUITE 204
    PITTSBURGH,PA152225405     		  PC TO SUPPORT PARTICIPATION IN THE PITTSBURGH PROMISE BY STUDENTS WITH DISABILITIES 10,000
    PITTSBURGH PUBLIC THEATER
    621 PENN AVENUE
    PITTSBURGH,PA152223204     		  PC SUPPORT FOR ACCESSIBILITY AUDIT AND ASSISTIVE LISTENING REPAIR 5,000
    PITTSBURGHERS FOR PUBLIC TRANSIT
    5119 PENN AVENUE
    PITTSBURGH,PA152241615     		  PC TO INTEGRATE DISABILITY JUSTICE INTO ADVOCACY FOR ACCESSIBLE PUBLIC TRANSIT 25,000
    PRESBYTERIAN SENIOR CARE
    1215 HULTON ROAD
    OAKMONT,PA15139     		  PC SUPPORT FOR QUALITY OF LIFE AND SAFETY ENHANCEMENTS 5,000
    PUBLICSOURCE
    1396 FIFTH AVENUE
    PITTSBURGH,PA152195544     		  PC SUPPORT FOR A JOURNALISM SERIES ADDRESSING CAMPUS SEXUAL VIOLENCE 25,000
    ROBERT MORRIS UNIVERSITY
    6001 UNIVERSITY BLVD
    MOON TOWNSHIP,PA151082574     		  PC TO INCREASE PARTICIPATION OF PEOPLE WITH DISABILITIES ON NONPROFIT BOARDS 20,000
    RULING OUR EXPERIENCES INC
    1335 DUBLIN ROAD SUITE 18A
    COLUMBUS,OH432151000     		  PC CONTINUED SUPPORT FOR GIRLS' EMPOWERMENT GROUPS IN RURAL SCHOOL DISTRICTS 22,500
    SIDE PROJECT INC
    1400 SOUTH BRADDOCK AVENUE
    PITTSBURGH,PA15218     		  PC OPERATING SUPPORT FOR THE BLACK WOMEN'S POLICY AGENDA 25,000
    SISTERS PGH
    2014 MONONGAHELA AVENUE
    SWISSVALE,PA152172729     		  PC SUPPORT FOR TRANSITIONAL HOUSING AND SERVICES FOR BLACK TRANSGENDER WOMEN 25,000
    SISTERS PGH
    2014 MONONGAHELA AVENUE
    SWISSVALE,PA152172729     		  PC SUPPORT FOR AMERICAN SIGN LANGUAGE INTERPRETERS FOR PEOPLE'S PRIDE 3,000
    SOCIAL GOOD FUND
    12651 SAN PABLO AVENUE SUITE 5473
    RICHMOND,CA94805     		  PC FISCAL SPONSOR FOR PEOPLESHUB TO ADVANCE DISABILITY JUSTICE IN THE PITTSBURGH AREA 50,000
    SPHS CARE CENTER
    75 EAST MAIDEN STREET
    WASHINGTON,PA15301     		  PC SUPPORT TO PREVENT SEXUAL VIOLENCE AGAINST INDIVIDUALS WITH DISABILITIES 25,755
    STANDING FIRM WOMEN'S CENTER AND SHELTER OF GREATER PITTSBURGH
    PO BOX 9024
    PITTSBURGH,PA152240024     		  PC SPONSORSHIP FOR THE LEADERSHIP BREAKFAST TO PREVENT DOMESTIC VIOLENCE 3,034
    STANDING FIRM WOMEN'S CENTER AND SHELTER OF GREATER PITTSBURGH
    PO BOX 9024
    PITTSBURGH,PA152240024     		  PC SPEAKER HONORARIUM FOR APRIL 13, 2022 BOARD MEETING 200
    STEELWHEELERS
    83 WESTMINSTER PL
    PITTSBURGH,PA152091259     		  PC SUPPORT FOR THE PITTSBURGH STEELWHEELERS PILOT COMMUNITY ENGAGEMENT PROJECT 23,500
    STRONG WOMEN STRONG GIRLS
    1620 MURRAY AVENUE 3RD FLOOR
    PITTSBURGH,PA15217     		  PC SUPPORT FOR GIRLS EMPOWERMENT AND MENTORING PROGRAMMING 20,000
    THE FRIENDSHIP CIRCLE OF PITTSBURGH
    5872 NORTHCUMBERLAND ST
    PITTSBURGH,PA152171253     		  PC SUPPORT FOR SOCIAL AND EMPLOYMENT PROGRAMS FOR ADULTS WITH DISABILITIES 25,000
    THE MIDWIFE CENTER FOR BIRTH AND WOMEN'S HEALTH
    2831 PENN AVENUE
    PITTSBURGH,PA152224713     		  PC TO IMPLEMENT A DIVERSITY, EQUITY, AND INCLUSION PLAN 25,000
    THE PITTSBURGH CONTINGENCY INC
    1716 NEVADA STREET
    PITTSBURGH,PA15218     		  PC SUPPORT FOR THE STARTUP OF THE WEAVING WOMEN STORIES NETWORK 5,000
    UNITED WAY OF SOUTH WESTERN PENNSYLVANIA
    1250 PENN AVENUE
    PITTSBURGH,PA15222     		  PC TO SUPPORT SOUTHWEST PA SAYS NO MORE AND COACHING BOYS INTO MEN 125,000
    UNIVERSITY OF PITTSBURGH PHYSICIANS
    1400 LOCUST ST STE D2-2100
    PITTSBURGH,PA15219     		  PC SUPPORT FOR THE PEER NAVIGATOR PROGRAM AT THE UPMC ADULT SPINA BIFIDA CLINIC 16,000
    UPMC PRESBYTERIAN SHADYSIDE WESTERN BEHAVIORAL HEALTH
    3811 OHARA STREET
    PITTSBURGH,PA15213     		  PC SUPPORT FOR A CONFERENCE TO IMPROVE SERVICES FOR INDIVIDUALS WITH DISABILITIES 4,000
    WOMEN AND GIRLS FOUNDATION OF SOUTHWEST PENNSYLVANIA
    3700 BUTLER STREET STUDIO C
    PITTSBURGH,PA152011820     		  PC SPONSORSHIP FOR 20TH ANNIVERSARY CELEBRATION 1,000
    WOMEN AND GIRLS FOUNDATION OF SOUTHWEST PENNSYLVANIA
    3700 BUTLER STREET STUDIO C
    PITTSBURGH,PA152011820     		  PC SUPPORT FOR THE GIRLGOV PROGRAM AND LEADERSHIP TRANSITION 50,000
    WOMEN'S CENTER & SHELTER OF GREATER PITTSBURGH
    PO BOX 9024
    PITTSBURGH,PA152240024     		  PC SPEAKER HONORARIUM FOR APRIL 13, 2022 BOARD MEETING 200
    WOMEN'S LAW PROJECT
    428 FORBES AVENUE SUITE 1710
    PITTSBURGH,PA191075125     		  PC TO ADVOCATE FOR IMPROVED POLICE RESPONSE TO SEXUAL ASSAULT 35,000
    WOMEN'S LAW PROJECT
    428 FORBES AVENUE SUITE 1710
    PITTSBURGH,PA191075125     		  PC SPONSORSHIP TO 2022 RIGHTS TO REALITIES EVENT 1,000
    Total .................................bullet 3a 1,352,732
    bApproved for future payment
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF PENNSYLVANIA
    1800 JFK BOULEVARD SUITE 600
    PHILADELPHIA,PA191037404     		  PC SUPPORT TO ADDRESS SCHOOL POLICING IMPACTS ON STUDENTS WITH DISABILITIES 25,000
    PENNSYLVANIA ORGANIZATION FOR WOMEN IN EARLY RECOVERY (POWER)
    907 WEST STREET 2ND FLOOR
    PITTSBURGH,PA152212841     		  PC GENERAL OPERATING SUPPORT FOR SERVICES TO WOMEN IN RECOVERY 45,000
    URBAN LEAGUE OF GREATER PITTSBURGH
    332 FIFTH AVENUE FOURTH FLOOR
    PITTSBURGH,PA15222     		  PC CONTINUED SUPPORT OF THE BLACK FEMALE LEADERSHIP DEVELOPMENT INSTITUTE 50,000
    WOMEN AND GIRLS FOUNDATION OF SOUTHWEST PENNSYLVANIA
    3700 BUTLER STREET STUDIO C
    PITTSBURGH,PA152011820     		  PC SUPPORT FOR THE GIRLGOV PROGRAM AND LEADERSHIP TRANSITION 50,000
    Total .................................bullet 3b 170,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,683,263  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 2,755,508 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,755,508
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    FISA FOUNDATION
    EIN:
    25-0965388
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT AND TAX 14,636 732   13,904
    BOOKKEEPING 16,405 820   15,585
    PAYROLL PROCESSING 1,730 0   1,730

    TY 2021 GeneralExplanationAttachment
    Name:
    FISA FOUNDATION
    EIN:
    25-0965388
    Identifier Return Reference Explanation
    EXPLANATION: FORM 990PF, PART XV, LINE 2B, 2C, AND 2D 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 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 5 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 IX-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. 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.

    TY 2021 InvestmentsOtherSchedule2
    Name:
    FISA FOUNDATION
    EIN:
    25-0965388
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    HC PRIVATE EQUITY OFFSHORE FUND VI FMV 350,798 350,798
    HC PRIVATE EQUITY OFFSHORE FUND VII FMV 353,002 353,002
    HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX FMV 667,881 667,881
    HIRTLE CALLAGHAN PRIVATE EQUITY FUND X FMV 1,013,115 1,013,115
    HIRTLE CALLAGHAN PRIVATE EQUITY FUND XI FMV 1,063,010 1,063,010
    HIRTLE CALLAGHAN PRIVATE EQUITY FUND XII FMV 2,201,889 2,201,889
    JPM ASIA EX-JAPAN EQUITY PORTFOLIO FMV 775,226 775,226
    JPM EAFE EQUITY PORTFOLIO FMV 1,185,809 1,185,809
    JPM EMERGING MARKET EQUITY PORTFOLIO FMV 2,874,506 2,874,506
    JPM FIXED INCOME MUTUAL FUNDS FMV 5,370,153 5,370,153
    JPM HARD ASSETS FMV 1,381,191 1,381,191
    JPM JAPANESE LARGE CAP EQUITY PORTFOLIO FMV 1,144,245 1,144,245
    JPM REAL ESTATE & INFRASTRUCTURE FMV 1,684,349 1,684,349
    JPM US LARGE CAP EQUITY PORTFOLIO FMV 14,525,218 14,525,218
    MONEY MARKET FUNDS FMV 974,762 974,762
    OTHER INVESTMENTS FMV 114,117 114,117
    PE VIII OFFSHORE FMV 70,511 70,511
    JPM EUORPEAN LARGE CAP EQUITY PORTFOLIO FMV 3,869,985 3,869,985
    GCM GROSVENOR ADVANCE FEEDER FUND FMV 317,279 317,279
    PEG GLOBAL PRIVATE EQUITY IX FMV 471,484 471,484
    JPM GLOBAL EQUITY FMV 344,906 344,906
    HPS CORPORATE LENDING FUND FMV 1,500,000 1,500,000

    TY 2021 OtherAssetsSchedule
    Name:
    FISA FOUNDATION
    EIN:
    25-0965388
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SECURITY DEPOSIT 4,094 4,094 4,094
    ACCRUED INTEREST RECEIVABLE 21 60,350 60,350


    TY 2021 OtherDecreasesSchedule
    Name:
    FISA FOUNDATION
    EIN:
    25-0965388
    Description Amount
    UNREALIZED LOSS ON INVESTMENTS 6,348,814


    TY 2021 OtherExpensesSchedule
    Name:
    FISA FOUNDATION
    EIN:
    25-0965388
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    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


    TY 2021 OtherLiabilitiesSchedule
    Name:
    FISA FOUNDATION
    EIN:
    25-0965388
    Description Beginning of Year - Book Value End of Year - Book Value
    EXCISE TAX PAYABLE 0 3,036


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    FISA FOUNDATION
    EIN:
    25-0965388
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTING FEES 234,800 234,800   0
    BANKING FEES 580 580   0
    OTHER OUTSIDE SERVICES 81,530 0   60,239


    TY 2021 TaxesSchedule
    Name:
    FISA FOUNDATION
    EIN:
    25-0965388
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 34,910 0   0