JEWISH COMMUNITY FOUNDATION OF GREATER HARTFORD INC: Form 990, tax year 2022
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- Organization
- JEWISH COMMUNITY FOUNDATION OF GREATER HARTFORD INC (EIN 06-1372107)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202441369349304949
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T12:05:02-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061372107 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH COMMUNITY FOUNDATION OF GREATER HARTFORD INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 8605237460 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 Bloomfield Avenue Suite D | AddressLine1Txt |
| City | West Hartford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Laura Whitney | PersonNm |
| Person Title | Vice President of Finance | PersonTitleTxt |
| Phone | 8605237460 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Laura | PersonFirstNm |
| Person Last | Whitney | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Last Submission Rqr OOB | 0 | LastSubmissionRqrOOBCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Profile Password Change | Yes (X) | ProfilePasswordChangeInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Walter L Harrison Interim President | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 Bloomfield Avenue | AddressLine1Txt |
| City | West Hartford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,087,355 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | jcfhartford.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | The Jewish Community Foundation promotes philanthropy, manages the Greater Hartford Jewish community's charitable endowment and makes grants to support key community needs and innovations. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,458,636 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,007,527 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $288,107 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $328,639 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,457,198 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,910,588 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $20,203,941 | PYTotalRevenueAmt |
| CY Total Revenue | $9,246,754 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,521,507 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $5,036,938 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,350,698 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,454,685 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $513,970 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $665,500 | PYOtherExpensesAmt |
| CY Other Expenses | $700,243 | CYOtherExpensesAmt |
| PY Total Expenses | $6,537,705 | PYTotalExpensesAmt |
| CY Total Expenses | $7,191,866 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $13,666,236 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,054,888 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $156,326,856 | TotalAssetsBOYAmt |
| Total Assets EOY | $167,175,533 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $28,710,328 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,826,093 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $127,616,528 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $136,349,440 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Jewish Community Foundation of Greater Hartford unlocks the trans-formative power of individuals and collective philanthropy to address problems, strengthen community organizations,and provide permanent support for the Jewish Community of Greater Hartford. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,556,609 | ExpenseAmt |
| Grant | $1,556,609 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Community Building. The Foundation awarded grants, mostly in the Greater Hartford area, to support general operations of agencies and programs, meet critical needs for basic human services and support core functions in furtherance of the key strategic objectives designed to strengthen the Jewish community. The largest grantee is the Jewish Federation of Greater Hartford. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $843,011 | ExpenseAmt |
| Grant | $843,011 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Human Services and Health. Grants in this program area cover a wide array of services. Programs include services for the disabled, food and hunger alleviation, medical research, case management and counseling, therapy, sports and recreation. Grantees include Jewish Family Services of Greater Hartford, Connecticut Children's Foundation, and the Jewish Association for Community Living. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $855,197 | ExpenseAmt |
| Grant | $855,197 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Education. The Foundation supports numerous institutions whose focus is on Jewish education. The largest proportion goes to area Jewish day schools for general operating support, scholarships and curriculum enhancement. Other grants include literacy for at-risk youth, supplemental religious school education, college scholarships and general support of secular secondary and college institutions. Grantees include Solomon Schechter Day School, Kingswood-Oxford School, New England Jewish Academy, Jewish Teen Learning Connection, Achievement First, Loomis Chafee School, Trinity College, Reconstructing Judaism, and Yale University School of Medicine. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,623,895 | ExpenseAmt |
| Grant | $1,782,121 | GrantAmt |
| Revenue | $328,639 | RevenueAmt |
| Desc | See Schedule O, Statement 1 Other Programs and Services (Expenses: $2,623,893 including grants of $1,782,121) These include the balance of grants awarded through community grantmaking programs, donor advised program and designated giving in program areas that include Arts and Culture, Social Justice, programs in Israel, Seniors, Religious and Spiritual Development and Outreach. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,623,895 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,782,121 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $328,639 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,878,712 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 14 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Laura Whitney-Vice President of FInance | BusinessNameLine1Txt |
| Business Name Line2 | Jewish Community Foundation of Grtr Hartford | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8607276179 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 Bloomfield Avenue Suite D | AddressLine1Txt |
| City | West Hartford | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06117 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Jacob A Schreiber | |||||||
| President and CEO | 40 | Yes (X) | $226,374 | $0 | $7,637 | ||
| Rhona H Morgan | |||||||
| Vice President Finance (Retired 12/31/22) | 40 | Yes (X) | $169,910 | $0 | $45,450 | ||
| Kathryn L Gonnerman | |||||||
| Vice President Development | 36 | $132,885 | $0 | $22,935 | Yes (X) | ||
| Susan Lotreck | |||||||
| Vice President Operations | 36 | $131,926 | $0 | $4,779 | Yes (X) | ||
| Michael Elfenbaum | |||||||
| Vice President Grants Programs | 36 | $115,526 | $0 | $5,423 | Yes (X) | ||
| Laura Whitney | |||||||
| Vice President Finance (Effective 1/1/23) | 36 | Yes (X) | $4,248 | $0 | $0 | ||
| Gayle Temkin | |||||||
| Chair | 4 | $0 | $0 | $0 | Yes (X) | ||
| Merrill Kate Mandell | |||||||
| Vice Chair | 1 | $0 | $0 | $0 | Yes (X) | ||
| Gerald B Goldberg | |||||||
| Secretary | 1 | $0 | $0 | $0 | Yes (X) | ||
| Elysa Graber-Lipperman | |||||||
| Treasurer | 2 | $0 | $0 | $0 | Yes (X) | ||
| Jessica Fish | |||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||
| Ethan Goldman | |||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||
| Walter L Harrison | |||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||
| Dana Keller | |||||||
| Trustee, ex officio | 1 | $0 | $0 | $0 | Yes (X) | ||
| Naomi Kleinman | |||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||
| Neil Kochen | |||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||
| Rachel Rubin | |||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||
| Cyral Sheldon | |||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||
| Tracy Smith | |||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||
| Alan Solinsky | |||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||
| Julie R Spivak | |||||||
| Trustee | 1 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $780,869 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $86,224 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Crewcial Partners LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 810 Seventh Avenue | AddressLine1Txt |
| Address Line2 | 32nd Floor | AddressLine2Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Investment management | ServicesDesc |
| Compensation | $109,648 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $4,007,527 | AllOtherContributionsAmt |
| Noncash Contributions | $1,565,085 | NoncashContributionsAmt |
| Total Contributions | $4,007,527 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative fees from agency accounts | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $328,639 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $328,639 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $328,639 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,287,335 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,287,335 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,463,854 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,840,601 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,623,253 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,623,253 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,623,253 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,246,754 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $328,639 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,910,588 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,976,438 | TotalAmt |
| Program Services | $4,976,438 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,500 | TotalAmt |
| Program Services | $60,500 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $464,839 | TotalAmt |
| Program Services | $220,150 | ProgramServicesAmt |
| Management And General | $176,029 | ManagementAndGeneralAmt |
| Fundraising | $68,660 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $795,992 | TotalAmt |
| Program Services | $314,782 | ProgramServicesAmt |
| Management And General | $203,588 | ManagementAndGeneralAmt |
| Fundraising | $277,622 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,010 | TotalAmt |
| Program Services | $9,760 | ProgramServicesAmt |
| Management And General | $6,044 | ManagementAndGeneralAmt |
| Fundraising | $8,206 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,121 | TotalAmt |
| Program Services | $27,349 | ProgramServicesAmt |
| Management And General | $22,322 | ManagementAndGeneralAmt |
| Fundraising | $33,450 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,723 | TotalAmt |
| Program Services | $36,510 | ProgramServicesAmt |
| Management And General | $26,044 | ManagementAndGeneralAmt |
| Fundraising | $24,169 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,109 | TotalAmt |
| Management And General | $43,109 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,073 | TotalAmt |
| Management And General | $46,073 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,513 | TotalAmt |
| Program Services | $104,708 | ProgramServicesAmt |
| Management And General | $69,805 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,342 | TotalAmt |
| Program Services | $3,436 | ProgramServicesAmt |
| Management And General | $61,469 | ManagementAndGeneralAmt |
| Fundraising | $3,437 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,024 | TotalAmt |
| Program Services | $4,961 | ProgramServicesAmt |
| Fundraising | $6,063 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,390 | TotalAmt |
| Program Services | $15,120 | ProgramServicesAmt |
| Management And General | $10,259 | ManagementAndGeneralAmt |
| Fundraising | $10,011 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,001 | TotalAmt |
| Program Services | $29,055 | ProgramServicesAmt |
| Management And General | $19,713 | ManagementAndGeneralAmt |
| Fundraising | $19,233 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,995 | TotalAmt |
| Management And General | $52,995 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,323 | TotalAmt |
| Program Services | $7,297 | ProgramServicesAmt |
| Management And General | $7,297 | ManagementAndGeneralAmt |
| Fundraising | $9,729 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,928 | TotalAmt |
| Management And General | $23,928 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Professional membership fees | $5,700 | $2,565 | $2,565 | $570 |
| Marketing and donor outreach | $146,845 | $66,081 | $27,944 | $52,820 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,191,866 | TotalAmt |
| Program Services | $5,878,712 | ProgramServicesAmt |
| Management And General | $799,184 | ManagementAndGeneralAmt |
| Fundraising | $513,970 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,683,741 | BOYAmt |
| EOY | $5,050,559 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,300,660 | BOYAmt |
| EOY | $349,391 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,723 | BOYAmt |
| EOY | $27,769 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,373 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $54,303 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $54,303 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,671,527 | BOYAmt |
| EOY | $139,982,058 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,480,571 | BOYAmt |
| EOY | $21,469,560 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,261 | BOYAmt |
| EOY | $296,196 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,326,856 | BOYAmt |
| EOY | $167,175,533 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,357 | BOYAmt |
| EOY | $8,849 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $812,465 | BOYAmt |
| EOY | $511,906 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,605,206 | BOYAmt |
| EOY | $29,954,835 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,300 | BOYAmt |
| EOY | $350,503 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,710,328 | BOYAmt |
| EOY | $30,826,093 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,394,992 | BOYAmt |
| EOY | $136,165,477 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $221,536 | BOYAmt |
| EOY | $183,963 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,616,528 | BOYAmt |
| EOY | $136,349,440 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,326,856 | BOYAmt |
| EOY | $167,175,533 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,054,888 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,691,045 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$13,021 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,477,058 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,530,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,585,932 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,458,636 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,007,527 | CurrentTaxYearAmt |
| Total | $24,059,517 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,477,058 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,530,364 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,585,932 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,458,636 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,007,527 | CurrentTaxYearAmt |
| Total | $24,059,517 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $6,038,682 | SubstantialContributorsTotAmt |
| Public Support Total170 | $18,020,835 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,053,875 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $756,624 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,080,001 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,085,126 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,287,335 | CurrentTaxYearAmt |
| Total | $8,262,961 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,634 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $195,088 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $288,107 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $328,639 | CurrentTaxYearAmt |
| Total | $828,468 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $33,150,946 | TotalSupportAmt |
| Public Support CY170 | 0.54360 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59664 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10 | FormAndLineReferenceDesc |
| Explanation | Administrative fees from Agency Custodial accounts $328,639 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 204 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 939 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $2,430,652 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,576,875 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $2,947,799 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $2,089,139 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $48,618,357 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $87,731,083 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $27,605,206 | BeginningBalanceAmt |
| Additions During Year | $4,054,811 | AdditionsDuringYearAmt |
| Distributions During Year | $1,705,182 | DistributionsDuringYearAmt |
| Ending Balance | $29,954,835 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $81,941,193 | BeginningYearBalanceAmt |
| Contributions | $1,576,875 | ContributionsAmt |
| Investment Earnings Or Losses | $7,257,216 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,089,139 | GrantsOrScholarshipsAmt |
| Other Expenditures | $43,760 | OtherExpendituresAmt |
| Administrative Expenses | $911,301 | AdministrativeExpensesAmt |
| End Year Balance | $87,731,084 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $94,083,498 | BeginningYearBalanceAmt |
| Contributions | $6,511,472 | ContributionsAmt |
| Investment Earnings Or Losses | -$12,616,275 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,920,053 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,067,119 | OtherExpendituresAmt |
| Administrative Expenses | $1,050,330 | AdministrativeExpensesAmt |
| End Year Balance | $81,941,193 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,327,409 | BeginningYearBalanceAmt |
| Contributions | $2,045,757 | ContributionsAmt |
| Investment Earnings Or Losses | $25,638,002 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,668,365 | GrantsOrScholarshipsAmt |
| Other Expenditures | $289,034 | OtherExpendituresAmt |
| Administrative Expenses | $970,271 | AdministrativeExpensesAmt |
| End Year Balance | $94,083,498 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,316,409 | BeginningYearBalanceAmt |
| Contributions | $1,702,880 | ContributionsAmt |
| Investment Earnings Or Losses | $750,845 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,080,087 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$871,013 | OtherExpendituresAmt |
| Administrative Expenses | $1,233,651 | AdministrativeExpensesAmt |
| End Year Balance | $70,327,409 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,161,065 | BeginningYearBalanceAmt |
| Contributions | $1,334,682 | ContributionsAmt |
| Investment Earnings Or Losses | $2,535,692 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,130,134 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,159,668 | OtherExpendituresAmt |
| Administrative Expenses | $1,425,228 | AdministrativeExpensesAmt |
| End Year Balance | $69,316,409 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $54,303 | OtherCostOrOtherBasisAmt |
| Depreciation | $54,303 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Private Equity | $10,226,454 | F |
| Venture Capital | $7,576,182 | F |
| Private International Equity | $3,666,924 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $21,469,560 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Split interest agreements | $252,821 |
| Lease liabilities-operating | $97,682 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $350,503 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,750,265 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,691,045 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | -$13,021 | OtherRevenueAmt |
| Revenue Not Reported | $6,678,024 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,072,241 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $174,513 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $174,513 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,246,754 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,017,353 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,017,353 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $174,513 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $174,513 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,191,866 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part IV, Line 1b | As part of its agency program, the Foundation holds, administers and manages certain charitable funds established and owned by beneficiary agencies of the Jewish Federation of Greater Hartford and local synagogues as part of a commingled investment pool. These funds are treated as assets and liabilities on the books of the Foundation. |
| Schedule D, Part IV, Line 2b | As part of its agency endowment program, the Foundation holds, administers and manages certain charitable funds established and owned by beneficiary agencies of the Jewish Federation of Greater Hartford and local synagogues as part of a commingled investment pool. These funds are treated as assets and liabilities on the books of the Foundation. |
| Schedule D, Part V, Line 4 | The 1,143 charitable funds held by the Foundation are used in accordance with the terms of the gift instruments creating them. Unrestricted community funds help meet the most pressing and changing needs of the community. Decisions about the use of unrestricted community funds rest with the Board of Trustees of the Foundation. Grants from these funds are typically awarded through a competitive grant application process in accordance with Foundation's grant-making guidelines. Grants from donor advised funds are generally made upon the recommendation of donors, after review and approval by the Foundation. Twice each year the Foundation distributes a list of selected funding expressed by donors at the time the gifts were made, requests to fund advisors that include a broad range of charitable projects. These and other funding ideas are made available on the Foundation's website. Distributions from designated funds are made to carry out the charitable intentions expressed by donors at the time the gifts were made. |
| Schedule D, Part X, Line 2 | Management has analyzed the tax positions taken by the Foundation and has concluded that, as of June 30, 2023 and 2022, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. If the Foundation had unrelated business income taxes, it would recognize interest and penalties associated with any tax matters as part of the income provision and include accrued interest and penalties with the related tax liability in the statements of financial position. |
| Schedule D, Part XI, Line 2d | Other amounts included in line 2d include the change in the value of split interest agreements and life insurance policies. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (79 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Achievement First | ||||||||||
| 370 James Street | Suite 404 | New Haven | CT | 06513 | 651203744 | 501(C)(3) | $55,000 | $0 | book | Education |
| Adas Israel Congregation | ||||||||||
| 2850 Quebec Street NW | Washington | DC | 20008 | 530196563 | 501(C)(3) | $7,636 | $0 | book | General operating support | |
| American Jewish Joint Distribution Committee Inc | ||||||||||
| PO Box 4124 | New York | NY | 10017 | 131656634 | 501(C)(3) | $30,500 | $0 | book | Emergency relief | |
| Anti-Defamation League CT Regional Office | ||||||||||
| 1000 Lafayette Blvd | Suite 402 | Bridgeport | CT | 06604 | 131818723 | 501(C)(3) | $16,250 | $0 | book | General operating support |
| Berkshire Opera Festival Inc | ||||||||||
| 54 Wendell Avenue | Suite 5 | Pittsfield | MA | 01201 | 471596750 | 501(C)(3) | $18,100 | $0 | book | General operating support |
| Beth El Temple of West Hartford | ||||||||||
| 2626 Albany Avenue | West Hartford | CT | 061172331 | 060699241 | 501(C)(3) | $50,029 | $0 | book | General operating support | |
| Big Brothers Big Sisters of Connecticut | ||||||||||
| 30 Laurel Street | Hartford | CT | 06106 | 060850379 | 501(C)(3) | $25,100 | $0 | book | General operating support | |
| Capitol Squash | ||||||||||
| 300 Summit Street | Hartford | CT | 06106 | 272791355 | 501(C)(3) | $7,500 | $0 | book | General operating support | |
| Center for Children's Advocacy | ||||||||||
| 65 Elizabeth Street | Hartford | CT | 06105 | 061489575 | 501(C)(3) | $10,000 | $0 | book | Special programming | |
| Chabad East of the River Inc | ||||||||||
| 25 Harris Street | Glastonbury | CT | 060331106 | 061030000 | 501(C)(3) | $8,000 | $0 | book | General operating support | |
| Chabad House of Greater Hartford | ||||||||||
| 2352 Albany Avenue | West Hartford | CT | 06117 | 061030000 | 501(C)(3) | $123,706 | $0 | book | General operating support and special programming | |
| Charter Oak Cultural Center | ||||||||||
| 21 Charter Oak Avenue | Hartford | CT | 06106 | 061026597 | 501(C)(3) | $32,439 | $0 | book | General operating support | |
| Circle of Friends | ||||||||||
| 40 King Street | Norwalk | CT | 06851 | 474152491 | 501(C)(3) | $15,000 | $0 | book | General operating support | |
| Coastal Roots Farm | ||||||||||
| 441 Saxony Road | Encinitas | CA | 92024 | 471570910 | 501(C)(3) | $10,000 | $0 | book | General operating support | |
| Congregation Adath Israel | ||||||||||
| PO Box 337 | Middletown | CT | 064570337 | 060669110 | 501(C)(3) | $27,888 | $0 | book | General operating support and scholarships | |
| Congregation Beth Israel | ||||||||||
| 701 Farmington Avenue | West Hartford | CT | 061191724 | 060692758 | 501(C)(3) | $99,950 | $0 | book | General operating support and cemetery maintenance | |
| Congregation Kol Haverim | ||||||||||
| 1079 Hebron Avenue | Glastonbury | CT | 060330473 | 222586288 | 501(C)(3) | $9,844 | $0 | book | General operating support | |
| Connecticut Children's Foundation | ||||||||||
| 282 Washington Street | Hartford | CT | 06106 | 060646755 | 501(C)(3) | $59,786 | $0 | book | General operating support | |
| Farmington Valley Jewish Congregation Emek Shalom | ||||||||||
| 55 Bushy Hill Road | Simsbury | CT | 06070 | 066080265 | 501(C)(3) | $104,075 | $0 | book | Capital repairs | |
| Federation Homes Inc | ||||||||||
| 156 Wintonbury Avenue | Bloomfield | CT | 06002 | 061019012 | 501(C)(3) | $7,709 | $0 | book | Special programming | |
| Gifts of Love | ||||||||||
| 34 East Main Street | Avon | CT | 06001 | 061309318 | 501(C)(3) | $5,250 | $0 | book | General operating support | |
| Girls for Technology | ||||||||||
| 750 Main Street | Suite 1210 | Hartford | CT | 06103 | 465696249 | 501(C)(3) | $10,000 | $0 | book | Special programming |
| Grace Baptist Church | ||||||||||
| PO Box 664 | Windsor | CT | 06095 | 371564560 | 501(C)(3) | $13,600 | $0 | book | General operating support | |
| Hadassah Hartford Chapter | ||||||||||
| 43 Carlyle Road | West Hartford | CT | 06117 | 131656651 | 501(C)(3) | $5,254 | $0 | book | General operating support | |
| Harold Grinspoon Foundation | ||||||||||
| 67 Hunt Street | Suite 100 | Agawam | MA | 01001 | 046685725 | 501(C)(3) | $50,000 | $0 | book | Special programming |
| Hartford Hospital | ||||||||||
| Corporate and Foundation Support | 80 Seymour Street | Hartford | CT | 061019960 | 060646668 | 501(C)(3) | $8,378 | $0 | book | General operating support and special programming |
| Hartford Stage | ||||||||||
| 50 Church Street | Hartford | CT | 06103 | 060790484 | 501(C)(3) | $16,700 | $0 | book | General operating support | |
| Hebrew Immigrant Aid Society | ||||||||||
| PO Box 97077 | Washington | DC | 200907077 | 135633307 | 501(C)(3) | $6,500 | $0 | book | General operating support and emergency relief | |
| Hebrew Senior Care Inc | ||||||||||
| One Abrahms Boulevard | West Hartford | CT | 061171525 | 060646672 | 501(C)(3) | $111,402 | $0 | book | General operating support | |
| inSIGHT Through Education | ||||||||||
| PO Box 33054 | Palm Beach Gardens | FL | 33420 | 273388434 | 501(C)(3) | $13,000 | $0 | book | General operating support | |
| Jewish Association for Community Living | ||||||||||
| 34 Jerome Avenue | Suite 109 | Bloomfield | CT | 06002 | 061068312 | 501(C)(3) | $85,586 | $0 | book | General operating support |
| Jewishcolorado | ||||||||||
| 300 S Dahlia Street | Denver | CO | 80246 | 010831698 | 501(C)(3) | $11,500 | $0 | book | Special programming | |
| Jewish Community of Greater Stowe | ||||||||||
| 1189 Cape Cod Road | Stowe | VT | 05672 | 030351208 | 501(C)(3) | $10,000 | $0 | book | General operating support | |
| Jewish Family and Children Services of Phoenix | ||||||||||
| 4747 N 7th Street | Suite 100 | Phoenix | AZ | 85014 | 860096781 | 501(C)(3) | $7,500 | $0 | book | General operating support |
| Jewish Family Services of Greater Hartford | ||||||||||
| 333 Bloomfield Avenue | West Hartford | CT | 06117 | 060653062 | 501(C)(3) | $439,178 | $0 | book | General operating support and special programming | |
| Jewish Federation of Greater Hartford | ||||||||||
| 333 Bloomfield Avenue | West Hartford | CT | 06117 | 060655482 | 501(C)(3) | $1,402,899 | $0 | book | General operating support, programming, cemetery maintenance, and emergency relief | |
| Jewish Federation of Greater Portland | ||||||||||
| 6680 SW Capitol Highway | Portland | OR | 97219 | 930386825 | 501(C)(3) | $14,000 | $0 | book | Special programming and emergency relief | |
| Jewish Federation of Palm Beach County | ||||||||||
| 1 Harvard Circle | Suite 100 | West Palm Beach | FL | 33409 | 590948696 | 501(C)(3) | $25,360 | $0 | book | General operating support |
| Jewish Historical Society of Greater Hartford | ||||||||||
| 333 Bloomfield Avenue | West Hartford | CT | 06117 | 061217339 | 501(C)(3) | $46,601 | $0 | book | General operating support | |
| Jewish Social Service Agency | ||||||||||
| 200 Wood Hill Road | Rockville | MD | 20850 | 530196598 | 501(C)(3) | $20,000 | $0 | book | Special programming | |
| Jewish Teen Learning Connection | ||||||||||
| 333 Bloomfield Avenue | West Hartford | CT | 06117 | 061329245 | 501(C)(3) | $38,917 | $0 | book | General operating support and special programming | |
| JFACT Fund Inc | ||||||||||
| 40 Woodland Street | Hartford | CT | 06105 | 061491945 | 501(C)(3) | $21,115 | $0 | book | General operating support and special programming | |
| Joyce D and Andrew J Mandell Jewish Community Center | ||||||||||
| 335 Bloomfield Avenue | West Hartford | CT | 061171543 | 060662142 | 501(C)(3) | $229,828 | $0 | book | General operating support and special programming | |
| Kingswood-Oxford School | ||||||||||
| 170 Kingswood Road | West Hartford | CT | 06119 | 060646688 | 501(C)(3) | $70,000 | $0 | book | Scholarship | |
| MEOR Boston | ||||||||||
| 26 Snow Street | Brighton | MA | 02135 | 204394106 | 501(C)(3) | $5,250 | $0 | book | General operating support | |
| Mikveh Bess Israel of West Hartford | ||||||||||
| 61 North Main Street | West Hartford | CT | 06107 | 912154619 | 501(C)(3) | $15,000 | $0 | book | Special programming | |
| Moishe House | ||||||||||
| 441 Saxony Road | Encinitas | CA | 92024 | 262599786 | 501(C)(3) | $6,000 | $0 | book | Special programming | |
| New England Jewish Academy | ||||||||||
| 300 Bloomfield Avenue | West Hartford | CT | 06117 | 061455973 | 501(C)(3) | $95,465 | $0 | book | General operating support, special programming, and capital repairs | |
| Northeastern University | ||||||||||
| 716 Columbus Avenue | Suite 402 | Boston | MA | 02120 | 041679980 | 501(C)(3) | $10,000 | $0 | book | Education |
| Operation Smile | ||||||||||
| 3641 Faculty Boulevard | Virginia Beach | VA | 234538000 | 541460147 | 501(C)(3) | $25,000 | $0 | book | General operating support | |
| Planned Parenthood of Delaware | ||||||||||
| 625 N Shipley Street | Wilmington | DE | 19801 | 510066725 | 501(C)(3) | $10,000 | $0 | book | General operating support | |
| Playhouse Theatre Group Inc | ||||||||||
| 244 Park Road | West Hartford | CT | 06119 | 264840125 | 501(C)(3) | $10,750 | $0 | book | General operating support | |
| Reconstructing Judaism | ||||||||||
| 1299 Church Road | Wyncote | PA | 19095 | 231710675 | 501(C)(3) | $40,000 | $0 | book | Special programming | |
| Rockefeller Philanthropy Advisors Inc | ||||||||||
| 90 Church Street | New York | NY | 100087082 | 133615533 | 501(C)(3) | $50,000 | $0 | book | Strategic planning | |
| Saint Francis Hospital and Medical Center Foundation Inc | ||||||||||
| Development Office | 95 Woodland Street | Hartford | CT | 061051299 | 061008255 | 501(C)(3) | $6,500 | $0 | book | General operating support |
| Shalom Hartman Institute of North America | ||||||||||
| 475 Riverside Drive | Suite 1450 | New York | NY | 10115 | 133014387 | 501(C)(3) | $6,000 | $0 | book | General operating support |
| Solomon Schechter Day School of Greater Hartford | ||||||||||
| 26 Buena Vista Road | West Hartford | CT | 06107 | 060873657 | 501(C)(3) | $229,792 | $0 | book | General operating support and special programming | |
| Temple Chai | ||||||||||
| 4645 East Marilyn Road | Phoenix | AZ | 85032 | 942381671 | 501(C)(3) | $7,500 | $0 | book | General operating support | |
| Temple Sinai | ||||||||||
| 41 West Hartford Road | Newington | CT | 06111 | 066011131 | 501(C)(3) | $17,474 | $0 | book | General operating support | |
| Temple Sinai Brookline | ||||||||||
| 50 Sewall Avenue | Brookline | MA | 02446 | 042123667 | 501(C)(3) | $12,080 | $0 | book | General operating support | |
| The Bridge Family Center Inc | ||||||||||
| 1022 Farmington Avenue | West Hartford | CT | 06107 | 237013563 | 501(C)(3) | $6,000 | $0 | book | General operating support | |
| The Community Foundation for Greater New Haven | ||||||||||
| 70 Audubon Street | New Haven | CT | 065101248 | 066032106 | 501(C)(3) | $100,000 | $0 | book | Community building | |
| The Connecticut Hospice Inc | ||||||||||
| PO Box 783 | Branford | CT | 06405 | 060878822 | 501(C)(3) | $10,000 | $0 | book | General operating support | |
| The Emanuel Synagogue | ||||||||||
| 160 Mohegan Drive | West Hartford | CT | 06117 | 060675032 | 501(C)(3) | $26,580 | $0 | book | General operating support and capital repairs | |
| The Loomis Chaffee School | ||||||||||
| 4 Batchelder Road | Windsor | CT | 06095 | 060653119 | 501(C)(3) | $137,000 | $0 | book | General operating support and scholarships | |
| Trinity College | ||||||||||
| Development Office | 300 Summit Street | Hartford | CT | 06106 | 060646927 | 501(C)(3) | $26,171 | $0 | book | General operating support and special programming |
| Trinity College Hillel | ||||||||||
| Zachs Hillel House | 74 Vernon Street | Hartford | CT | 06106 | 521844823 | 501(C)(3) | $5,737 | $0 | book | General operating support |
| United States Holocaust Memorial Museum | ||||||||||
| 60 E 42nd Street | Suite 1000 | New York | NY | 10165 | 521309391 | 501(C)(3) | $5,550 | $0 | book | General operating support |
| Universities Allied for Essential Medicines | ||||||||||
| 641 S Street NW | Washington | DC | 20001 | 010833168 | 501(C)(3) | $10,000 | $0 | book | General operating support | |
| University of Connecticut Foundation Inc | ||||||||||
| 2390 Alumni Drive | Unit 3206 | Storrs | CT | 062693206 | 066070722 | 501(C)(3) | $14,000 | $0 | book | Education |
| University of Connecticut Hillel | ||||||||||
| Trachten-Zachs Hillel House | 54 N Eagleville Road | Storrs | CT | 06268 | 066071635 | 501(C)(3) | $46,068 | $0 | book | General operating support and special programming |
| University of Hartford Hillel | ||||||||||
| 200 Bloomfield Avenue | Park River Ground Floor | West Hartford | CT | 06117 | 060731360 | 501(C)(3) | $40,971 | $0 | book | General operating support |
| University of Pennsylvania - The Penn Fund | ||||||||||
| 2929 Walnut Street | Suite 300 | Philadelphia | PA | 19104 | 231352685 | 501(C)(3) | $9,500 | $0 | book | Scholarship and special programming |
| UpStart Bay Area | ||||||||||
| Jed Snerson | 330 Prospect Ave | Brooklyn | NY | 11215 | 263094076 | 501(C)(3) | $20,000 | $0 | book | Education |
| Voices of Hope | ||||||||||
| 20 Waterside Drive | Suite 100 | Farmington | CT | 06032 | 814736138 | 501(C)(3) | $33,562 | $0 | book | General operating support and special programming |
| Watkinson School | ||||||||||
| Development Office | 180 Bloomfield Avenue | Hartford | CT | 061051096 | 060655136 | 501(C)(3) | $5,500 | $0 | book | Scholarship |
| Yale University School of Medicine | ||||||||||
| Office of Development | Box 7611 | New Haven | CT | 065190611 | 060646973 | 501(C)(3) | $40,000 | $0 | book | Research |
| Young Israel of West Hartford | ||||||||||
| 2240 Albany Avenue | West Hartford | CT | 06117 | 222568510 | 501(C)(3) | $7,131 | $0 | book | General operating support | |
| Zero The End of Prostate Cancer | ||||||||||
| 201 N Union St | Mailbox 110 | Alexandria | VA | 22314 | 593400922 | 501(C)(3) | $10,000 | $0 | book | Special programming |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 79 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| Education and Related Activities | 5 | $12,500 | $0 |
| Israel and Overseas | 8 | $48,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | The Foundation has established processes to monitor grants to ensure that they are used for proper purposes and are not otherwise diverted from their intended use. The processes vary somewhat based on the source of the grant funds. Unrestricted Community Funds: Once a discretionary grant from unrestricted funds is approved, a letter agreement outlining the terms and conditions of the grant is sent to the grant recipient. It must be signed by the chief executive officer and volunteer head of the recipient's governing board. These grants are approved on the basis of a proposal as submitted. The recipient of any grant from the Foundation must agree to use the funds awarded for the specific project and in accordance with the budget submitted as part of the grant application. Grant funds are disbursed upon presentation of paid invoices accompanied by the Foundation's Grant Payment Request Form. The Foundation requires periodic progress reports until the completion of the project, and funding may be withheld if the recipient fails to make progress towards the intended project goals. The Foundation also requires the submission of a final report on the grant, which includes a detailed accounting of how the funds were expended compared to the original budget. Any requests for a modification in use of funds must be submitted in writing to the Foundation for approval in advance. Funds not used in the manner specified in the letter agreement may be retained by the Foundation or be approved for reallocation by the Foundation. Grants awarded but unpaid are cancelled. The grant recipient must agree to notify the Foundation of any change in its exempt status and any change that may be proposed by the IRS. Donor Advised Funds: Foundation staff reviews all grant recommendations and follows additional due diligence procedures to assure that grants are made to qualified charities for proper purposes and impermissible material benefits to donors are not present. Grant recommendations are processed and approved or denied in accordance with the Foundation's Donor Advised Fund Guidelines. All grants from donor advised funds are reported to the Board of Trustees on a quarterly basis. Grants to qualified charities made for general operating support are paid once the grant has been approved. Grants to qualified charities made for specific projects are paid after the recipients demonstrate the funded project was completed and submit paid invoices accompanied by the Foundation's Grant Payment Request Form. Grants awarded but unpaid are cancelled. Designated Funds: Grants from designated funds are paid to qualified charities in accordance with the terms of the applicable gift instruments. Foundation staff confirms the tax-exempt status and legal existence of charitable beneficiaries of grants before grants are paid to them. Grants for scholarships are paid directly to the institution the student is attending. Payment of scholarship awards is conditioned upon proof of enrollment and, where appropriate, receipt of a transcript for the most recently completed semester, as well as satisfaction of any other ongoing qualifications for the scholarship. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jacob A Schreiber | |||||||||||||
| President and CEO | $222,200 | $0 | $3,400 | $0 | $774 | $0 | $6,893 | $0 | $744 | $0 | $234,011 | $0 | $0 |
| Rhona H Morgan | |||||||||||||
| Vice President Finance (Retired 12/31/22) | $167,942 | $0 | $1,500 | $0 | $26,628 | $0 | $6,590 | $0 | $12,700 | $0 | $215,360 | $0 | $0 |
| Kathryn L Gonnerman | |||||||||||||
| Vice President Development | $131,969 | $0 | $5,000 | $0 | $180 | $0 | $5,235 | $0 | $13,436 | $0 | $155,820 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | Annual social membership at Tumblebrook Country Club for Donor Outreach. |
| Schedule J, Part I, Line 3 | The Foundation has adopted a policy for setting the compensation for its chief executive, officers, and other key employees. The policy is designed to ensure that the Foundation's executive compensation arrangements are reasonable. It includes three key components: (1) review and approval of compensation by a committee designated by the Board of Trustees, provided that persons with conflicts of interest are not involved in this review or approval; (2) use of comparable compensation data for similarly qualified persons in functionally comparable positions at similarly situated organizations; and (3) contemporaneous documentation and record-keeping with respect to the deliberations and decisions. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 41 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,565,085 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG MKT VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d | Other Programs and Services (Expenses: $2,623,893 including grants of $1,782,121) These include the balance of grants awarded through community grantmaking programs, donor advised program and designated giving in program areas that include Arts and Culture, Social Justice, programs in Israel, Seniors, Religious and Spiritual Development, and Outreach. |
| Form 990, Part VI, Section B, Line 11b | A draft IRS Form 990 was prepared by the Foundation's CFO and was distributed to the President and CEO, the Audit Committee chair, and the Foundation's independent auditors for review and comment. A draft of the complete Form 990 was distributed to full Board of Trustees on the board portal prior to filing. |
| Form 990, Part VI, Section B, Line 12c | The Foundation has adopted a code of ethics and conflict of individuals within the Foundation covered by the policy that: (1) defines conflicts of interest; (2) defines individuals within the Foundation covered by the policy; (3) facilitates disclosure of information that may help identify conflicts of interest and potential conflicts; and (4) specified procedures to be followed in managing conflicts of interest. Each year the Foundation distributes its Code of Ethics and Conflict of Interest Policy to its Board of Trustees, members of its Audit, Budget and Finance, and Investment Committees, and staff, along with an annual disclosure statement. The completed statements are collected and kept in a locked file. It is the responsibility of trustees, committee members, staff members (and their families) associated with the Foundation to be alert to situations in which a conflict of interest could arise. The Foundation's Conflict of Interest policy requires disclosure of financial and other interests prior to any discussion of the matter under consideration and mandates abstention from decision-making actions when a potential for conflict exists. The Board or committee whose member may have a conflict has the right to review and discuss the matter of a conflict or potential without the affected individual being present. Trustees and committee members who believe that someone may have violated the Foundation's conflict of interest policy are directed to express their concern to the Chair of the Audit committee or to the Chair of the Board of Trustees. Staff would report the issue to the Foundation's President. Steps would then be taken to determine whether a conflict or the potential for conflict exists, and whether to: (1) take no action; (2) assure full disclosure to the Board, committee or others; (3) ask the individual to recuse themselves from participation in discussions or decision making concerning the matter at hand; or (4) ask the individual to resign from their position or, if the individual refuses to resign, become subject to possible removal in accordance with the Foundation's bylaws. The Foundation's President and CFO monitor proposed and ongoing transactions for conflicts of interest and would disclose them to the Chair of the Audit Committee and Chair of the Board of Trustees in order to deal with potential or actual conflicts, whether discovered before or after the transaction has occurred. |
| Form 990, Part VI, Section B, Line 15 | The Foundation has adopted a policy for setting compensation for its chief executive, officers, and "key employees". The policy is designed to ensure that the Foundation's executive compensation arrangements are reasonable. It includes three key components: (1) review and approval of compensation by a committee designated by the Board of trustees, provided that persons with conflicts of interest are not involved in their review or approval; (2) use of data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations; and (3) contemporaneous documentation and record keeping with respect to the deliberations and decisions. |
| Form 990, Part VI, Section C, Line 19 | The Foundation publishes its audited statements on its website. The Foundation's Certificate of Incorporation is available through the office of the Secretary of the State of Connecticut. Its code of ethics and conflict of interest policy and bylaws are published on its website. |
| Form 990, Part XI, Line 9 | Change in market value of Split Interest Agreements ($50,272) and change in cash surrender value of life insurance $37,251. |