JEWISH COMMUNITY FOUNDATION OF GREATER HARTFORD INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: JEWISH COMMUNITY FOUNDATION OF GREATER HARTFORD INC (EIN 06-1372107)
Tax period: 2021-07-01 to 2022-06-30
Filed: 2023-05-15
IRS object ID: 202331359349311468
Schema version: 2021v4.0
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-05-15T12:31:11-07:00	ReturnTs
Tax Period End	2022-06-30	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-07-01	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	Jacob Schreiber	PersonNm
Person Title	President and CEO	PersonTitleTxt
Phone	8605237460	PhoneNum
Signature	2023-05-15	SignatureDt

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	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Jacob Schreiber President and CEO	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	$22,826,825	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	16	VotingMembersGoverningBodyCnt
Voting Members Independent	16	VotingMembersIndependentCnt
Total Employee	11	TotalEmployeeCnt
Total Volunteers	76	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$4,585,932	PYContributionsGrantsAmt
CY Contributions Grants	$10,458,636	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$288,107	CYProgramServiceRevenueAmt
PY Investment Income	$7,242,468	PYInvestmentIncomeAmt
CY Investment Income	$9,457,198	CYInvestmentIncomeAmt
PY Other Revenue	$203,729	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$12,032,129	PYTotalRevenueAmt
CY Total Revenue	$20,203,941	CYTotalRevenueAmt
PY Grants And Similar Paid	$4,989,450	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$4,521,507	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,319,501	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,350,698	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$477,480	CYTotalFundraisingExpenseAmt
PY Other Expenses	$504,191	PYOtherExpensesAmt
CY Other Expenses	$665,500	CYOtherExpensesAmt
PY Total Expenses	$6,813,142	PYTotalExpensesAmt
CY Total Expenses	$6,537,705	CYTotalExpensesAmt
PY Revenues Less Expenses	$5,218,987	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$13,666,236	CYRevenuesLessExpensesAmt
Total Assets BOY	$171,916,384	TotalAssetsBOYAmt
Total Assets EOY	$156,326,856	TotalAssetsEOYAmt
Total Liabilities BOY	$29,288,819	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$28,710,328	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$142,627,565	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$127,616,528	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	$1,467,531	ExpenseAmt
Grant	$1,467,531	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	$893,971	ExpenseAmt
Grant	$893,971	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, the Joyce D. and Andrew J. Mandell Jewish Community Center, and the Jewish Association for Community Living.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$893,686	ExpenseAmt
Grant	$893,686	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, Hebrew High School of New England, Jewish Teen Learning Connection, Rice University, and the Loomis Chafee School.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$2,088,040	ExpenseAmt
Grant	$1,266,319	GrantAmt
Revenue	$0	RevenueAmt
Desc	See Schedule O, Statement 1 Other Programs and Services (Expenses: $2,088,040 including grants of $1,266,319) 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	$2,088,040	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$1,266,319	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$0	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$5,343,228	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	4	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	11	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	16	GoverningBodyVotingMembersCnt
Independent Voting Member	16	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	Jacob A Schreiber- President & Chief Executive Officer	BusinessNameLine1Txt
Business Name Line2	Jewish Community Foundation of Grtr Hartford	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
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

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	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
Jacob A Schreiber
President and CEO	40	Yes (X)	$222,867	$0	$33,351
Rhona H Morgan
Vice President Finance	45	Yes (X)	$159,298	$0	$37,859
Kathryn L Gonnerman
Vice President Development	38		$128,254	$0	$17,932	Yes (X)
Michael Elfenbaum
Vice President Grants Programs	36		$112,181	$0	$5,308	Yes (X)
Susan Lotreck
Vice President Operations	36		$105,749	$0	$4,796	Yes (X)
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)
Joshua Gottfried
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)	0
Rachel Rubin
Trustee	1		$0	$0	$0		Yes (X)	0
Cyral Sheldon
Trustee	1		$0	$0	$0		Yes (X)	0
Alan Solinsky
Trustee	1		$0	$0	$0		Yes (X)	0
Julie R Spivak
Trustee	1		$0	$0	$0		Yes (X)	0
Sidney Ulreich
Trustee	1		$0	$0	$0		Yes (X)	0
Robert K Yass
Trustee	1		$0	$0	$0		Yes (X)	0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$728,349	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$99,246	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	$130,927	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	$10,458,636	AllOtherContributionsAmt
Noncash Contributions	$1,902,367	NoncashContributionsAmt
Total Contributions	$10,458,636	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	Administrative fees from agency accounts	Desc
Business	900099	BusinessCd
Total Revenue Column	$288,107	TotalRevenueColumnAmt
Related Or Exempt Func Income	$288,107	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	$288,107	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,085,125	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$3,085,125	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

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$8,994,957	SecuritiesAmt
Other	$0	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$2,622,884	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$6,372,073	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,372,073	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$6,372,073	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$0	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

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)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

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

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$20,203,941	TotalRevenueColumnAmt
Related Or Exempt Func Income	$288,107	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$9,457,198	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$4,358,332	TotalAmt
Program Services	$4,358,332	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$163,175	TotalAmt
Program Services	$163,175	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	$429,959	TotalAmt
Program Services	$212,919	ProgramServicesAmt
Management And General	$150,916	ManagementAndGeneralAmt
Fundraising	$66,124	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$733,017	TotalAmt
Program Services	$289,370	ProgramServicesAmt
Management And General	$187,037	ManagementAndGeneralAmt
Fundraising	$256,610	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$26,522	TotalAmt
Program Services	$11,123	ProgramServicesAmt
Management And General	$7,827	ManagementAndGeneralAmt
Fundraising	$7,572	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$79,437	TotalAmt
Program Services	$28,202	ProgramServicesAmt
Management And General	$23,765	ManagementAndGeneralAmt
Fundraising	$27,470	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$81,763	TotalAmt
Program Services	$34,876	ProgramServicesAmt
Management And General	$23,823	ManagementAndGeneralAmt
Fundraising	$23,064	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$7,290	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$7,290	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$41,564	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$41,564	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Fundraising	$0	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$183,273	TotalAmt
Program Services	$109,963	ProgramServicesAmt
Management And General	$73,310	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$19,885	TotalAmt
Program Services	$983	ProgramServicesAmt
Management And General	$17,919	ManagementAndGeneralAmt
Fundraising	$983	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$9,453	TotalAmt
Program Services	$4,254	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$5,199	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$40,089	TotalAmt
Program Services	$17,996	ProgramServicesAmt
Management And General	$10,149	ManagementAndGeneralAmt
Fundraising	$11,944	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$102,585	TotalAmt
Program Services	$43,784	ProgramServicesAmt
Management And General	$29,876	ManagementAndGeneralAmt
Fundraising	$28,925	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$78,553	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$78,553	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$5,809	TotalAmt
Program Services	$2,690	ProgramServicesAmt
Management And General	$2,690	ManagementAndGeneralAmt
Fundraising	$429	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$31,308	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$31,308	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Professional membership fees	$7,329	$3,298	$3,298	$733
Marketing and donor outreach	$138,362	$62,263	$27,672	$48,427

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$6,537,705	TotalAmt
Program Services	$5,343,228	ProgramServicesAmt
Management And General	$716,997	ManagementAndGeneralAmt
Fundraising	$477,480	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	$7,119,692	BOYAmt
EOY	$4,683,741	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$500,844	BOYAmt
EOY	$1,300,660	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$4,568	BOYAmt
EOY	$21,723	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	$12,485	BOYAmt
EOY	$12,373	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)
EOY	$0	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$144,686,369	BOYAmt
EOY	$128,671,527	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$19,449,255	BOYAmt
EOY	$21,480,571	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	$143,171	BOYAmt
EOY	$156,261	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$171,916,384	BOYAmt
EOY	$156,326,856	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$47,416	BOYAmt
EOY	$55,357	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$764,168	BOYAmt
EOY	$812,465	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	$28,164,332	BOYAmt
EOY	$27,605,206	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

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	$312,903	BOYAmt
EOY	$237,300	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$29,288,819	BOYAmt
EOY	$28,710,328	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	$142,360,240	BOYAmt
EOY	$127,394,992	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$267,325	BOYAmt
EOY	$221,536	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$142,627,565	BOYAmt
EOY	$127,616,528	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$171,916,384	BOYAmt
EOY	$156,326,856	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$13,666,236	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$28,664,516	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	-$12,757	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	$5,164,051	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,477,058	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,530,364	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,585,932	CurrentTaxYearMinus1YearAmt
Current Tax Year	$10,458,636	CurrentTaxYearAmt
Total	$25,216,041	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$5,164,051	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,477,058	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,530,364	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,585,932	CurrentTaxYearMinus1YearAmt
Current Tax Year	$10,458,636	CurrentTaxYearAmt
Total	$25,216,041	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$5,700,646	SubstantialContributorsTotAmt
Public Support Total170	$19,515,395	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,017,468	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,053,875	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$756,624	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,080,001	CurrentTaxYearMinus1YearAmt
Current Tax Year	$3,085,126	CurrentTaxYearAmt
Total	$6,993,094	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
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$16,634	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$195,088	CurrentTaxYearMinus1YearAmt
Current Tax Year	$288,107	CurrentTaxYearAmt
Total	$499,829	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$32,708,964	TotalSupportAmt
Gross Receipts Rltd Activities	$0	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.59664	PublicSupportCY170Pct
Public Support PY170	0.65243	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 $288,107	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	197	DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held	915	FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri	$3,947,164	DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri	$6,511,472	FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants	$2,601,454	DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants	$1,920,053	FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY	$45,675,335	DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY	$81,941,193	FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (1)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (1)	DisclosedForCharitablePrpsInd
Agent Trustee Etc	Yes (1)	AgentTrusteeEtcInd
Beginning Balance	$28,164,331	BeginningBalanceAmt
Additions During Year	$1,597,776	AdditionsDuringYearAmt
Distributions During Year	$2,156,901	DistributionsDuringYearAmt
Ending Balance	$27,605,206	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	$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$65,548,518	BeginningYearBalanceAmt
Contributions	$1,615,244	ContributionsAmt
Investment Earnings Or Losses	$5,961,833	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$1,667,370	GrantsOrScholarshipsAmt
Other Expenditures	-$57,279	OtherExpendituresAmt
Administrative Expenses	$1,354,439	AdministrativeExpensesAmt
End Year Balance	$70,161,065	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	$8,724,914	F
Venture capital	$8,988,262	F
Private international equity	$3,767,395	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$21,480,571	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	Split interest agreements	Desc
Amt	$237,300	Amt

Field	Value	IRS element (for citing)
Total Liability	$237,300	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	-$8,656,606	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$28,664,516	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants	$0	RecoveriesPriorYearGrantsAmt
Other Revenue	-$12,757	OtherRevenueAmt
Revenue Not Reported	-$28,677,273	RevenueNotReportedAmt
Revenue Subtotal	$20,020,667	RevenueSubtotalAmt
Investment Expenses Not Incld	$183,274	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$0	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$183,274	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$20,203,941	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$6,354,431	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	$6,354,431	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$183,274	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$0	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$183,274	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$6,537,705	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part IV, Line 1b	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. Thee funds are treated as assets and liabilities on the 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 1,112 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 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 includes 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	The Foundation is classified by the Internal Revenue Service (IRS) as a tax exempt organization exempt from income taxes under Section 501(a)(1) of the Internal Revenue Code as a public charity. Accordingly, no provision for income taxes has been made in the accompanying financial statements. The Foundation files Federal and State of Connecticut income tax returns for unrelated business income, which represent the major tax jurisdictions of the Foundation. Federal and state tax years 2019-2021 remain open under the statues of limitations.
Schedule D, Part XI, Line 2d	Change in Split Interest Agreements ($12,757)

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (80 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
10000 Degrees
1650 Los Gamos Drive	Suite 120	San Rafael	CA	94903	953667812	501(C)(3)	$20,000	$0	book	Scholarships
Advancing CT Together
110 Bartholomew Avenue	Suite 3050	Hartford	CT	06106	223014883	501(C)(3)	$6,500	$0	book	Gen operating support
American Friends of NATAL
1120 Avenue of the Americas	4th Floor	New York	NY	10036	201914370	501(C)(3)	$13,000	$0	book	Gen operating support and emergency relief
American Friends of Orr Shalom
3706 Enterprise Drive		Janesville	WI	53546	133502817	501(C)(3)	$7,000	$0	book	Gen operating support
American Jewish Joint Distribution Committee Inc
PO Box 4124		New York	NY	10017	131656634	501(C)(3)	$56,000	$0	book	Emergency relief
Anti-Defamation League CT Regional Office
1952 Whitney Avenue	Suite 3	Hamden	CT	065171209	131818723	501(C)(3)	$7,680	$0	book	Gen operating support
Berkshire Opera Festival Inc
54 Wendell Avenue	Suite 5	Pittsfield	MA	01201	471596750	501(C)(3)	$12,800	$0	book	Gen operating support
Beth David Synagogue
20 Dover Road		West Hartford	CT	06119	060712261	501(C)(3)	$15,814	$0	book	Gen operating support and COVID relief
Beth El Temple of West Hartford
2626 Albany Avenue		West Hartford	CT	061172331	060699241	501(C)(3)	$92,767	$0	book	Gen operating support
Big Brothers Big Sisters of Connecticut
30 Laurel Street		Hartford	CT	06106	060850379	501(C)(3)	$15,000	$0	book	Gen operating support
Chabad East of the River Inc
25 Harris Street		Glastonbury	CT	060331106	061030000	501(C)(3)	$24,720	$0	book	Gen operating support and COVID relief
Chabad Friendship Circle
2352 Albany Avenue		West Hartford	CT	06117	061030000	501(C)(3)	$17,750	$0	book	Gen operating support
Chabad House of Greater Hartford
2352 Albany Avenue		West Hartford	CT	06117	061030000	501(C)(3)	$32,591	$0	book	Gen operating support
Charter Oak Cultural Center
21 Charter Oak Avenue		Hartford	CT	06106	061026597	501(C)(3)	$44,239	$0	book	Gen operating support
Colby College
173 Main Street		Waterville	ME	049019975	010211497	501(C)(3)	$7,000	$0	book	Gen operating support
Congregation Adath Israel
PO Box 337		Middletown	CT	064570337	060669110	501(C)(3)	$20,570	$0	book	Gen operating support and scholarships
Congregation Beth Israel
701 Farmington Avenue		West Hartford	CT	061191724	060692758	501(C)(3)	$72,752	$0	book	Gen operating support
Congregation Kol Haverim
1079 Hebron Avenue		Glastonbury	CT	060330473	222586288	501(C)(3)	$25,447	$0	book	Gen operating support and COVID relief
Connecticut Children's Foundation
282 Washington Street		Hartford	CT	06106	060646755	501(C)(3)	$8,660	$0	book	Gen operating support
Connecticut Coalition to End Homelessness
257 Lawrence Street		Hartford	CT	06106	061126880	501(C)(3)	$10,000	$0	book	Gen operating support
Connecticut Public Broadcasting Inc
1049 Asylum Avenue		Hartford	CT	061052411	060758938	501(C)(3)	$5,750	$0	book	Gen operating support
Connecticut Voices for Children
33 Whitney Avenue		New Haven	CT	065101222	061435280	501(C)(3)	$10,000	$0	book	Gen operating support
Farmington Valley Jewish Congregation Emek Shalom
55 Bushy Hill Road		Simsbury	CT	06070	066080265	501(C)(3)	$27,500	$0	book	Gen operating support
Federation Homes Inc
156 Wintonbury Avenue		Bloomfield	CT	06002	061019012	501(C)(3)	$5,429	$0	book	Special programming
Gifts of Love
34 East Main Street		Avon	CT	06001	061309318	501(C)(3)	$5,250	$0	book	Special programming
Hadassah Hartford Chapter
43 Carlyle Road		West Hartford	CT	06117	131656651	501(C)(3)	$5,544	$0	book	Gen operating support
Harold Grinspoon Foundation
67 Hunt Stree	Suite 100	Agawam	MA	01001	046685725	501(C)(3)	$50,000	$0	book	Library international fund
Hartford Foundation for Public Giving
10 Columbus Blvd	8th Floor	Hartford	CT	06106	060699252	501(C)(3)	$6,100	$0	book	Endow 21 Hartford
Hartford Hospital
Corporate and Foundation Support	80 Seymour Street	Hartford	CT	061019960	060646668	501(C)(3)	$6,249	$0	book	Education
Hartford Stage
50 Church Street		Hartford	CT	06103	060790484	501(C)(3)	$11,600	$0	book	Gen operating suppport
Hartford Symphony Orchestra
166 Capitol Ave		Hartford	CT	06106	060637319	501(C)(3)	$8,800	$0	book	Gen operating suppport
Hebrew Immigrant Aid Society
PO Box 97077		Washington	DC	200907077	135633307	501(C)(3)	$14,600	$0	book	Gen operating support and emergency relief
Hebrew Senior Care Inc
One Abrahms Boulevard		West Hartford	CT	061171525	060646672	501(C)(3)	$99,331	$0	book	Gen operating support and capital repairs
inSIGHT Through Education
PO Box 33054		Palm Beach Gardens	FL	33420	273388434	501(C)(3)	$10,000	$0	book	Gen operating support
Integrated Refugee and Immigrant Services
235 Nicoll Street		New Haven	CT	06511	060653044	501(C)(3)	$10,000	$0	book	Emergency relief
Jewish Association for Community Living
34 Jerome Avenue	Suite 109	Bloomfield	CT	06002	061068312	501(C)(3)	$74,751	$0	book	Gen operating support and capital repairs
Jewish Family and Children Services of Phoenix
4747 N 7th Street	Suite 100	Phoenix	AZ	85014	860096781	501(C)(3)	$7,500	$0	book	Gen operating support
Jewish Family Services of Greater Hartford
333 Bloomfield Avenue	Suite A	West Hartford	CT	06117	060653062	501(C)(3)	$297,024	$0	book	Gen operating support, programming, and capital repairs
Jewish Federation of Greater Hartford
333 Bloomfield Avenue	Suite C	West Hartford	CT	06117	060655482	501(C)(3)	$1,231,796	$0	book	Gen operating support, programming, cemetary maintenance, and emergency relief
Jewish Federation of Greater Washington
6101 Executive Blvd		North Bethesda	MD	20852	530212445	501(C)(3)	$10,000	$0	book	Gen operating support
Jewish Federation of the Berkshires
196 South Street		Pittsfield	MA	01201	042131409	501(C)(3)	$11,000	$0	book	Gen operating support and emergency relief
Jewish Historical Society of Greater Hartford
333 Bloomfield Avenue	Suite B	West Hartford	CT	06117	061217339	501(C)(3)	$38,322	$0	book	Gen operating support
Jewish Social Service Agency
200 Wood Hill Road		Rockville	MD	20850	530196598	501(C)(3)	$40,000	$0	book	Programming
Jewish Teen Learning Connection
333 Bloomfield Avenue	Suite C	West Hartford	CT	06117	061329245	501(C)(3)	$50,095	$0	book	Gen operating support and programming
JFACT Fund Inc
40 Woodland Street		Hartford	CT	06105	061491945	501(C)(3)	$21,170	$0	book	Gen operating support and programming
Joyce D and Andrew J Mandell Jewish Community Center
335 Bloomfield Avenue		West Hartford	CT	061171543	060662142	501(C)(3)	$179,416	$0	book	Gen operating support and programming
Klingberg Family Centers
370 Linwood Street		New Britain	CT	06052	061487342	501(C)(3)	$10,000	$0	book	Gen operating support
Mikveh Bess Israel of West Hartford
61 North Main Street		West Hartford	CT	06107	912154619	501(C)(3)	$30,000	$0	book	Gen operating support
New England Jewish Academy
300 Bloomfield Avenue		West Hartford	CT	06117	061455973	501(C)(3)	$109,925	$0	book	Gen operating support and scholarships
Northeastern University
716 Columbus Avenue	Suite 402	Boston	MA	02120	041679980	501(C)(3)	$10,000	$0	book	Programming
Playhouse Theatre Group Inc
244 Park Road		West Hartford	CT	06119	264840125	501(C)(3)	$11,000	$0	book	Gen operating support
Reconstructing Judaism
1299 Church Road		Wyncote	PA	19095	231710675	501(C)(3)	$58,000	$0	book	Programming
Rice University
Development and Alumni Relations	PO Box 1892	Houston	TX	772511892	741109620	501(C)(3)	$101,000	$0	book	Scholarship
Saint Francis Hospital and Medical Center Foundation Inc
Development Office	95 Woodland Street	Hartford	CT	061051299	061008255	501(C)(3)	$9,500	$0	book	Programming and research
Schoke Jewish Family Service of Fairfield County
196 Greyrock Place		Stamford	CT	06901	061130830	501(C)(3)	$7,500	$0	book	Programming
Solomon Schechter Day School of Greater Hartford
26 Buena Vista Road		West Hartford	CT	06107	060873657	501(C)(3)	$173,506	$0	book	Gen operating support, scholarships, programming
Syracuse University
Dept 116244	PO Box 5211	Binghamton	NY	13902	150532081	501(C)(3)	$25,000	$0	book	Capital
Temple Beth El Portland
400 Deering Avenue		Portland	ME	04103	010228396	501(C)(3)	$12,500	$0	book	Cemetary maintenance
Temple Beth Hillel of South Windsor
20 Baker Lane		South Windsor	CT	06074	061242570	501(C)(3)	$10,296	$0	book	Gen operating support
Temple Chai
4645 East Marilyn Road		Phoenix	AZ	85032	942381671	501(C)(3)	$7,500	$0	book	Gen operating support
Temple Emanu El Dallas
8500 Hillcrest Road		Dallas	TX	75225	750808773	501(C)(3)	$25,000	$0	book	Capital
Temple Sinai
41 West Hartford Road		Newington	CT	06111	066011131	501(C)(3)	$27,121	$0	book	Gen operating support
Temple Sinai Brookline
50 Sewall Avenue		Brookline	MA	02446	042123667	501(C)(3)	$7,390	$0	book	Gen operating support and programming
The Bridge Family Center Inc
1022 Farmington Avenue		West Hartford	CT	06107	237013563	501(C)(3)	$6,350	$0	book	Gen operating support
The Community Foundation for Greater New Haven
70 Audubon Street		New Haven	CT	065101248	066032106	501(C)(3)	$200,000	$0	book	Community building
The Connecticut Agricultural Experiment Station
123 Huntington Street		New Haven	CT	06511	463092102	501(C)(3)	$10,000	$0	book	Gen operating support
The Emanuel Synagogue
160 Mohegan Drive		West Hartford	CT	06117	060675032	501(C)(3)	$41,224	$0	book	Gen operating support and COVID relief
The Hole in the Wall Gang Camp
555 Long Wharf Drive		New Haven	CT	06511	061157655	501(C)(3)	$5,600	$0	book	Gen operating support
The Loomis Chaffee School
4 Batchelder Road		Windsor	CT	06095	060653119	501(C)(3)	$175,000	$0	book	Gen operating support, scholarships, programming
Trinity College
Development Office	300 Summit Street Room TC243	Hartford	CT	06106	060646927	501(C)(3)	$12,631	$0	book	Programming
Universities Allied for Essential Medicines
641 S Street NW		Washington	DC	20001	010833168	501(C)(3)	$15,000	$0	book	Gen operating support
University of Connecticut Foundation Inc
2390 Alumni Drive	Unit 3206	Storrs	CT	062693206	066070722	501(C)(3)	$12,750	$0	book	Programming and scholarship
University of Connecticut Hillel
Trachten Zachs Hillel House	54 N Eagleville Road	Storrs	CT	06268	066071635	501(C)(3)	$33,106	$0	book	Gen operating support
University of Hartford Hillel
200 Bloomfield Avenue	Park River Ground Floor	West Hartford	CT	06117	060731360	501(C)(3)	$11,484	$0	book	Gen operating support
Upstate Medical College Alumni Association
750 E Adams Street	Setnor Academic Building Suite 1510	Syracuse	NY	13210	166038703	501(C)(3)	$10,250	$0	book	Scholarships
Voices of Hope
20 Waterside Drive	Suite 100	Farmington	CT	06032	814736138	501(C)(3)	$28,952	$0	book	Gen operating support and programming
Watkinson School
Development Office	180 Bloomfield Avenue	Hartford	CT	061051096	060655136	501(C)(3)	$5,500	$0	book	Gen operating support and scholarships
World Central Kitchen
655 New York Avenue	6th Floor	Washington	DC	20001	273521132	501(C)(3)	$12,000	$0	book	Gen operating support and emergency relief
Yale University School of Medicine
Office of Development	Box 7611	New Haven	CT	065190611	060646973	501(C)(3)	$50,000	$0	book	Research
Young Israel of West Hartford
2240 Albany Avenue		West Hartford	CT	06117	222568510	501(C)(3)	$8,725	$0	book	Gen operating support and COVID relief

Field	Value	IRS element (for citing)
Total501c3 Org	80	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	32	$97,200	$0
Israel and Oversees	12	$65,975	$0

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 process to monitor grants to ensure that they are used for proper purposes and are not other wise 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 by 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 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 (2 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 Rltd OrgsCompReportPrior990RltdOrgsAmt
Jacob A Schreiber
President and CEO	$216,133	$0	$10,000	$0	$4,399	$0	$4,284	$0	$21,402	$0	$256,218	$0	$0
Rhona H Morgan
Vice President Finance	$162,250	$0	$2,500	$0	$1,978	$0	$6,394	$0	$24,035	$0	$197,157	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule J, Part I, Line 1a

Annual membership in Tumble Social 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 Trustees, provided that persons with conflicts of interest are not involved in this 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.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	36	ContributionCnt
Noncash Contributions Rpt F990	$1,902,367	NoncashContributionsRptF990Amt
Method Of Determining Revenues	AVG MKT VALUE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	0	Form8283ReceivedCnt
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: $2,088,040 including grants of $1,266,319) 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 Form 990 was distributed to the full Board of Trustees on the board portal prior to filing. Schedule B is available upon request.
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) specifies 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 and members of their families associated with the Foundation to be alert to situations in which a conflict interest could arise. The Foundation 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 themself 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 the 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 ($12,757)