2023-11-15T17:04:01-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 8390 EAST CRESCENT PARKWAY SUITE 300 GREENWOOD VILLAGE CO 80111 990 2022-01-01 066032106 THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN COMM 2037772386 70 AUDUBON STREET NEW HAVEN CT 06510 WENDY GAMBA CFO 2037772386 2023-11-14 1 WENDY GAMBA 999009999 0 SARAH HINTZ P00492291 3037795710 2023-11-09 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z WENDY GAMBA 70 AUDUBON STREET NEW HAVEN CT 06510 280263122 0 X WWW.CFGNH.ORG X 1928 CT THE MISSION OF THE COMMUNITY FOUNDATION IS TO CREATE POSITIVE AND SUSTAINABLE CHANGE IN CONNECTICUT'S GREATER NEW HAVEN REGION BY INCREASING THE AMOUNT OF AND ENHANCING THE IMPACT OF COMMUNITY PHILANTHROPY. 11 11 48 554 1560022 241025 56432139 27510579 0 0 45822003 46133735 0 0 102254142 73644314 33864953 79237145 0 0 5563086 5757896 0 0 2811333 9965464 10779371 49393503 95774412 52860639 -22130098 835102821 679592958 38021045 49266230 797081776 630326728 X THE MISSION OF THE COMMUNITY FOUNDATION IS TO CREATE POSITIVE AND SUSTAINABLE CHANGE IN GREATER NEW HAVEN BY INCREASING THE AMOUNT AND ENHANCING THE IMPACT OF COMMUNITY PHILATHROPY. 0 0 56444062 52296516 CIVIC VITALITY: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE CIVIC VITALITY. 10262557 9508457 ARTS AND CULTURE: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE ARTS AND CULTURE. 5131278 4754229 HEALTH: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT ENSURE HEALTH AND WELLNESS. 13683409 12677943 EDUCATION: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROVIDE QUALITY EDUCATION. EXPENSES $5,986,491 INCLUDING GRANTS OF $5,546,600. ECONOMIC SUCCESS: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE REGIONAL ECONOMIC SUCCESS. EXPENSES $2,565,639 INCLUDING GRANTS OF $2,377,114.YOUTH: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE HEALTHY YOUTH DEVELOPMENT. EXPENSES $1,710,426 INCLUDING GRANTS OF $1,584,743.BASIC NEEDS: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE BASIC HUMAN NEEDS. EXPENSES $1,710,426 INCLUDING GRANTS OF $1,584,743.ENVIRONMENT: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE PROTECTION OF THE ENVIRONMENT. EXPENSES $1,710,426 INCLUDING GRANTS OF $1,584,743. 13683409 12677943 85521306 1 1 0 1 0 1 0 0 0 0 1 1 0 0 1 0 0 1 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 62 0 1 48 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CT X X WENDY GAMBA 2037777061 70 AUDUBON STREET NEW HAVEN CT 06510 WILLIAM W GINSBERG PRESIDENT & CEO 40.00 X 464616 0 81987 ANDREW F ALDEN SR. VP FOR INVESTMENTS 40.00 X 366693 0 52931 ANGELA POWERS SR. VP FOR OPERATIONS 37.50 X 331651 0 43496 DOROTHY WESTON-MURPHY SR. VP FOR DEVELOPMENT 37.50 X 243055 0 27258 CHRISTINA CIOCIOLA SR. VP FOR GRANTMAKING 37.50 X 247616 0 21825 LEON BAILEY SR. VP ORGANIZATIONAL EFFE 37.50 X 240830 0 27191 WENDY GAMBA CHIEF FINANCIAL OFFICER 37.50 X 194030 0 31783 NICK NORCOTT JR CHAIR 1.00 X X 0 0 0 MARCELLA NUNEZ-SMITH VICE CHAIR 1.00 X X 0 0 0 KEITH CHURCHWELL DIRECTOR 1.00 X 0 0 0 MAYSA ABKAR DIRECTOR 1.00 X 0 0 0 ROXANNE COADY DIRECTOR 1.00 X 0 0 0 JOE GORDON DIRECTOR 1.00 X 0 0 0 HEATHER TOOKES ALEXOPOULOS DIRECTOR 1.00 X 0 0 0 TERRY JONES DIRECTOR 1.00 X 0 0 0 FERNANDO J MUNIZ DIRECTOR 1.00 X 0 0 0 GREG PEPE DIRECTOR 1.00 X 0 0 0 VALARIE SHULTZ WILSON DIRECTOR 1.00 X 0 0 0 BANK OF AMERICA MERRILL LYNCH TRUSTEE COMMITTEE 1.00 X 0 0 0 KEYBANK NATIONAL ASSOCIATION TRUSTEE COMMITTEE 1.00 X 0 0 0 WELLS FARGO BANK NA TRUSTEE COMMITTEE 1.00 X 0 0 0 2088491 0 286471 23 0 1 0 US TRUST BANK OF AMERICA 99 FOUNDERS PLAZA EAST HARTFORD CT 06108 INVESTMENT MANAGER 358005 PERMIAN INVESTMENT PARTNERS 295 MADISON AVE 34TH FL NEW YORK NY 10017 INVESTMENT MANAGER 301571 RAVEN ASSET BASED OPPORTUNITY FUND 110 GREENE ST STE 9G NEW YORK NY 10012 INVESTMENT MANAGER 299824 CREWCIAL PARTNERS LLC 750 3RD AVE 20TH FL NEW YORK NY 10017 INVESTMENT ADVISOR 272481 WESTWOOD GLOBAL INVESTMENTS LLC ONE FINANCIAL CENTER STE 1620 BOSTON MA 02111 INVESTMENT MANAGER 259018 14 1271752 26238827 4315071 27510579 12508522 413704 12094818 240244021 206618808 33625213 33625213 1146318 32478895 73644314 0 1560022 44573713 78987336 78987336 127500 127500 122309 122309 772416 293518 347588 131310 3773708 1434009 1698169 641530 343820 130652 154719 58449 532081 202191 239436 90454 335871 127631 151142 57098 48579 18460 21861 8258 63005 23942 28352 10711 7717144 2932515 3472715 1311914 90944 34559 40925 15460 167158 63520 75221 28417 284458 108094 128006 48358 4058 1542 1826 690 108430 41203 48794 18433 1459971 554789 656987 248195 60100 22838 27045 10217 96405 36634 43382 16389 EQUIPMENT RENTAL AND MA 288316 109560 129742 49014 PRINTING AND PUBLICATIO 156248 59374 70312 26562 GENERAL 67203 25537 30242 11424 SUPPLIES 62098 23597 27944 10557 105254 39996 47365 17893 95774412 85521306 7441773 2811333 18865157 9517425 36698146 1757826 39182280 46505008 1324992 1264458 175888 60534 489168900 404111412 246240218 213983455 4345851 3608179 426381 49119 835102821 679592958 714471 1172104 708921 794506 36296220 47036051 301433 263569 38021045 49266230 X 795188372 628903714 1893404 1423014 797081776 630326728 835102821 679592958 X -22130098 -144154560 -470390 X 0 1 X 1 1 1 X 14672987 32613549 20517393 56432139 27510579 151746647 14672987 32613549 20517393 56432139 27510579 151746647 40767491 110979156 7196517 7825808 8659246 11457017 12508522 47647110 199393757 0.55660 0.44780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 95774412 95774412 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 353 2346 6188052 22371890 5396981 77126841 55836884 574526619 1 1 1324992 1264458 60534 60534 ALTERNATIVE INVESTMENTS 213983455 F 213983455 SPLIT INTEREST AGREEMENTS 263569 263569 1 NORTH AMERICA 0 0 GRANTS TO TWO ORGANIZATIONS FROM LEE SCHOLARSHIP AND DAVID POWRIE FUNDS 122309 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 467179068 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 8876198 0 0 0 0 0 0 476177575 0 476177575 NORTH AMERICA GENERAL PURPOSE 117809 WIRE TRANSFER 0 FMV 2 2 1 0 1 1 1 0 PART I, LINE 2: FUNDS ARE DONOR DESIGNATED AND THERE IS USE OF A GRANT REMITTANCE FORM. 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PRYDE LIBRARY TRAVELER ON A MISSION 6950 0 N/A N/A PROVISION OF MATERIAL BASIC NEEDS TRINITY CHURCH ON THE GREEN 12520 0 N/A N/A GENERAL OPERATING SUPPORT TRINITY LUTHERAN CHURCH 99988 0 N/A N/A GENERAL OPERATING SUPPORT ULYSSES S GRANT FOUNDATION 847073 0 N/A N/A GENERAL OPERATING SUPPORT UNIDAD LATINA ACCION 22000 0 N/A N/A EL DIA DE LOS MUERTOS PARADE UNITARIAN SOCIETY OF NEW HAVEN 7500 0 N/A N/A GENERAL OPERATING SUPPORT UNITED NEGRO COLLEGE FUND 6000 0 N/A N/A GENERAL OPERATING SUPPORT UNITED WAY OF GREATER NEW HAVEN 239341 0 N/A N/A GENERAL OPERATING SUPPORT UNITED WAY OF MERIDEN & WALLINGFORD 40000 0 N/A N/A COMMUNITY IMPACT MODEL FOR WORKFORCE DEVELOPMENT UNIVERSAL HEALTH CARE FOUNDATION OF CONNECTICUT 685395 0 N/A N/A GENERAL OPERATING SUPPORT UNIVERSITY OF CONNECTICUT 13500 0 N/A N/A SCHOLARSHIP UNIVERSITY OF CONNECTICUT - OFFICE OF THE VICE PRESIDENT 20000 0 N/A N/A CONDITION OF OYSTERS IN THE QUINNIPIAC RIVER UNIVERSITY OF MASSACHUSETTS DARTMOUTH 7000 0 N/A N/A SCHOLARSHIP UNIVERSITY OF NEW HAMPSHIRE 6000 0 N/A N/A SCHOLARSHIP UNIVERSITY OF NEW HAVEN 5500 0 N/A N/A SCHOLARSHIP UNIVERSITY OF NEW HAVEN DEPARTMENT OF BIOLOGY 18930 0 N/A N/A HEAVY METALS FOUND IN FISH SPECIES IN THE QUINNIPIAC RIVER UPON THIS ROCK MINISTRIES 15000 0 N/A N/A AFTER SCHOOL AND SUMMER PROGRAMS UR COMMUNITY CARES 30000 0 N/A N/A DIRECTORY THAT WILL HELP VISUALLY IMPAIRED INDIVIDUALS URBAN COMMUNITY ALLIANCE 71000 0 N/A N/A WOMEN-FOCUSED ENTREPRENEURIAL PROGRAM, GENERAL OPERATING SUPPORT, TO SUPPORT THE CENTER FOR PSYCHOLOGY & CULTURE URBAN RESOURCES INITIATIVE 55000 0 N/A N/A GENERAL OPERATING SUPPORT VALLEY UNITED WAY 5406 0 N/A N/A GENERAL OPERATING SUPPORT VISITING NURSE ASSOCIATION OF SOUTH CENTRAL CONNECTICUT 5742 0 N/A N/A GENERAL OPERATING SUPPORT VOLUNTEER SERVICES CENTER INC 37731 0 N/A N/A GENERAL OPERATING SUPPORT WAGGLE FOUNDATION INC 12307 0 N/A N/A GENERAL OPERATING SUPPORT WALK OF FAITH CHURCH INC 7500 0 N/A N/A FOOD PANTRY WALLINGFORD PUBLIC SCHOOLS 16224 0 N/A N/A GENERAL OPERATING SUPPORT WE ARE THE VILLAGE 15000 0 N/A N/A GENERAL OPERATING SUPPORT WEST HAVEN CHILD DEVELOPMENT CENTER 20000 0 N/A N/A GENERAL OPERATING SUPPORT WEST HAVEN COMMUNITY HOUSE 37187 0 N/A N/A GENERAL OPERATING SUPPORT WEST HAVEN HIGH SCHOOL 25285 0 N/A N/A TO PROVIDE SCHOLARSHIP TO DESERVING AND GRADUATING WESTERN NEW ENGLAND PSYCHOANALYTIC INSTITUTE 11407 0 N/A N/A TO PROVIDE SCHOLARSHIPS FOR STUDENTS WESTPORT COUNTRY PLAYHOUSE 60000 0 N/A N/A 2022 BURRY FREDRIK FOUNDATION GRANT WINE DOWN CT 12500 0 N/A N/A GENERAL OPERATING SUPPORT WOMEN AND FAMILY LIFE CENTER 59886 0 N/A N/A FOUR-PART CAREER WORKSHOP, GENERAL OPERATING SUPPORT, WOMEN AND FAMILY LIFE CENTER FLEXIBLE LONG TERM CARE WOMEN IN NEED INC 10000 0 N/A N/A FOR GENERAL SUPPORT FOR THE HOMELESS WOMEN'S HEALTH RESEARCH AT YALE 57007 0 N/A N/A GENERAL OPERATING SUPPORT, TO SUPPORT THE CONDUCTING OF HIGH-LEVEL CLINICALS WORCESTER POLYTECHNIC INSTITUTE 10000 0 N/A N/A SCHOLARSHIP WORLD WILDLIFE FUND 5577 0 N/A N/A GENERAL OPERATING SUPPORT YALE CANCER CENTER 179884 0 N/A N/A GENERAL OPERATING SUPPORT YALE NEW HAVEN HOSPITAL 61464 0 N/A N/A MARTHA & HERMAN COPEN FUND, ELIZABETH KINGSLEY HARVEY FUND, JOHN DAY JACKSON FUND, WILLIAM R. SHAFFER FUND YALE NEW HAVEN HOSPITAL SAINT RAPHAEL CAMPUS 17696 0 N/A N/A GENERAL OPERATING SUPPORT YALE REPERTORY THEATRE 45000 0 N/A N/A 2021 AND 2022 BURRY FREDRIK FOUNDATION GRANT YALE SCHOOL OF MANAGEMENT 50000 0 N/A N/A FOR THE SCHOOL OF MANAGEMENT SOM ALUMNI FUND YALE UNIV SCHOOL OF MEDICINE-ORTHOPEDICS 40000 0 N/A N/A GENERAL OPERATING SUPPORT YALE UNIVERSITY - GRANT & CONTRACT ADMINISTRATION 20000 0 N/A N/A STUDY OF SALT LEVELS IN THE QUINNIPIAC RIVER YALE UNIVERSITY ART GALLERY 5595 0 N/A N/A TO SUPPORT A CURATORIAL DOCTORAL CANDIDATE YALE UNIVERSITY COLLECTION OF MUSICAL INSTRUMENTS 15708 0 N/A N/A FOR THE BENEFIT OF YALE UNIVERSITY COLLECTION OF MUSICAL INSTRUMENTS YALE UNIVERSITY LIBRARY 9124 0 N/A N/A GENERAL OPERATING SUPPORT YALE UNIVERSITY OFFICE OF DEVELOPMENT 23735 0 N/A N/A GENERAL OPERATING SUPPORT YALE UNIVERSITY WOMEN'S ORGANIZATION 16155 0 N/A N/A GENERAL OPERATING SUPPORT YMCA-FRIENDS OF BOYS 11523 0 N/A N/A GENERAL OPERATING SUPPORT YOUNG MENS INSTITUTE LIBRARY 30000 0 N/A N/A GENERAL OPERATING SUPPORT, FOR PHYSICAL ENHANCEMENT OF THE BUILDING'S INTERIOR YOUTH CONTINUUM INC 78500 0 N/A N/A GENERAL OPERATING SUPPORT 465 0 VARIOUS GRANTS SUPPORTING THE COMMUNITY 7 127500 0 N/A N/A PART I, LINE 2: GRANTS ARE MONITORED USING THE ON-LINE GIVEGREATER PLATFORM VIA ORGANIZATION PROFILES THAT ARE UPDATED ANNUALLY DIRECTLY BY THE ORGANIZATION, FORMAL ANNUAL/FINAL REPORTING QUESTIONS OR GRANT REMITTANCE FORMS. GRANTS ARE ALSO MONITORED THROUGH NARRATIVE REPORTS REQUIRED TO BE SUBMITTED BY THE GRANTEES. X X X X 0 0 0 0 0 0 0 0 0 WILLIAM W GINSBERG PRESIDENT & CEO 464616 0 0 0 0 0 37169 0 44818 0 546603 0 0 0 ANDREW F ALDEN SR. VP FOR INVESTMENTS 366693 0 0 0 0 0 29335 0 23596 0 419624 0 0 0 ANGELA POWERS SR. VP FOR OPERATIONS 331651 0 0 0 0 0 26532 0 16964 0 375147 0 0 0 DOROTHY WESTON-MURPHY SR. VP FOR DEVELOPMENT 243055 0 0 0 0 0 19444 0 7814 0 270313 0 0 0 CHRISTINA CIOCIOLA SR. VP FOR GRANTMAKING 247616 0 0 0 0 0 19809 0 2016 0 269441 0 0 0 LEON BAILEY SR. VP ORGANIZATIONAL EFFE 240830 0 0 0 0 0 19266 0 7925 0 268021 0 0 0 WENDY GAMBA CHIEF FINANCIAL OFFICER 194030 0 0 0 0 0 15522 0 16261 0 225813 0 0 0 X 13 4315071 FMV 0 0 1 0 PART I, COLUMN (B): COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 1A BROAD AUTHORITY GRANTED TO THE FOLLOWING COMMITTEES: EXECUTIVE COMMITTEE INVESTMENT COMMITTEE AUDIT COMMITTEE DEVELOPMENT COMMITTEE PROGRAM COMMITTEE FINANCE COMMITTEE GOVERNANCE COMMITTEE FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS SHALL CONSIST OF ELEVEN CITIZENS OF THE UNITED STATES AND RESIDENTS OF THE CITY OF NEW HAVEN, CONNECTICUT, OR VICINITY, SELECTED FOR THEIR KNOWLEDGE OF THE CHARITABLE OR EDUCATIONAL NEEDS OF THE COMMUNITY. IT IS A CARDINAL PRINCIPLE OF THE FOUNDATION THAT IT SHALL BE CONDUCTED IN THE INTERESTS OF THE WHOLE COMMUNITY WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX OR CREED, AND THAT TO THE GREATEST POSSIBLE EXTENT ALL INTERESTS, CLASSES AND CREEDS SHALL BE REPRESENTED ON THE BOARD OF DIRECTORS. NO PERSON HOLDING A SALARIED PUBLIC OFFICE SHALL BE A MEMBER OF SAID BOARD OF DIRECTORS; AND IF ANY MEMBER OF THE BOARD OF DIRECTORS SHALL BE APPOINTED OR ELECTED TO ANY SALARIED PUBLIC OFFICE, SUCH MEMBER SHALL THEREUPON AND WITHOUT ANY ACTION OR PROCEEDINGS WHATSOEVER CEASE TO BE A MEMBER OF THE BOARD OF DIRECTORS. NO EXECUTIVE OFFICER OF A TRUSTEE SHALL BE A MEMBER OF THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS SHALL BE SELECTED, APPOINTED AND CLASSIFIED AS FOLLOWS: CLASS 1 - ONE MEMBER BY THE CHIEF EXECUTIVE OF THE CITY OF NEW HAVEN, CONNECTICUT. CLASS 2 - ONE MEMBER BY THE PRESIDENT OR OTHER CHIEF EXECUTIVE OFFICER OF THE NEW HAVEN CHAMBER OF COMMERCE. CLASS 3 - ONE MEMBER BY THE JUDGE OF THE PROBATE COURT FOR THE DISTRICT OF NEW HAVEN, CONNECTICUT. CLASS 4 - ONE MEMBER BY THE TRUSTEES' COMMITTEE. CLASS 5 - ONE MEMBER BY THE PRESIDENT OR OTHER CHIEF EXECUTIVE OFFICER OF YALE UNIVERSITY. CLASS 6 - ONE MEMBER BY THE PRESIDENT OF THE NEW HAVEN COUNTY BAR ASSOCIATION. CLASS 7 - ONE MEMBER BY THE TRUSTEES' COMMITTEE. CLASS 8 - ONE MEMBER BY THE BOARD OF DIRECTORS BY MAJORITY VOTE OF ALL THE MEMBERS SERVING AT THE TIME OF SUCH APPOINTMENT. CLASS 9 - ONE MEMBER BY THE BOARD OF DIRECTORS BY MAJORITY VOTE OF ALL THE MEMBERS SERVING AT THE TIME OF SUCH APPOINTMENT. CLASS 10 - ONE MEMBER BY THE BOARD OF DIRECTORS BY MAJORITY VOTE OF ALL THE MEMBERS SERVING AT THE TIME OF SUCH APPOINTMENT. CLASS 11 - ONE MEMBER BY THE BOARD OF DIRECTORS BY MAJORITY VOTE OF ALL THE MEMBERS SERVING AT THE TIME OF SUCH APPOINTMENT. ALL APPOINTMENTS OF MEMBERS OF THE BOARD OF DIRECTORS SHALL BE MADE AT LEAST THIRTY DAYS BEFORE AND NOT MORE THAN NINETY DAYS BEFORE THE EXPIRATION OF THE TERM OF OFFICE OF THE PARTICULAR MEMBER OF THE COMMITTEE WHOSE POSITION SUCH APPOINTMENT IS DESIGNED TO FILL. FORM 990, PART VI, SECTION A, LINE 7B TRUSTEE BANKS PROVIDE GOVERNANCE DECISIONS RELATIVE TO THE SPENDING POLICY CALCULATION FOR THE FUNDS HELD AT EACH RESPECTIVE BANK. FORM 990, PART VI, SECTION B, LINE 11B THE 990 AND AUDITED FINANCIAL STATEMENTS ARE REVIEWED BY THE AUDIT COMMITTEE AND BOARD OF DIRECTORS BEFORE RELEASE AND SUBMISSION TO THE SERVICE AND THE GENERAL PUBLIC. FORM 990, PART VI, SECTION B, LINE 12C ALL STAFF AND BOARD MEMBERS MUST SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY TO UPDATE ANY EXISTING AFFILIATIONS. CONFLICTS ARE COMPILED AND MAINTAINED BY THE PRESIDENT OF THE BOARD AND PROVIDED TO THE BOARD WHEN CONFLICT IS DISCLOSED. A TRANSACTION INVOLVING A CONFLICTING INTEREST MAY BE APPROVED ONLY BY THE AFFIRMATIVE VOTE OF A MAJORITY, BUT NO FEWER THAN SIX, OF THOSE MEMBERS OF THE BOARD OF DIRECTORS (OR A COMMITTEE THEREOF DULY AUTHORIZED BY THE BOARD OF DIRECTORS TO GIVE SUCH APPROVAL) WHO DO NOT HAVE A CONFLICTING INTEREST WITH RESPECT TO THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION ANALYSIS WAS PERFORMED BY AN OUTSIDE CONSULTING FIRM IN 2022 FOR ALL EMPLOYEES INCLUDING THE CEO AND OTHER OFFICERS AND KEY EMPLOYEES. THE ANALYSIS WAS ADOPTED BY THE FINANCE COMMITTEE OF THE BOARD. THE FOUNDATION'S STRUCTURED SUPERVISORY PROGRAM IS CENTERED ON SUPERVISORY MEETINGS, WHICH ARE HELD WITH EACH STAFF MEMBER AND HIS/HER SUPERVISOR ON A REGULAR BASIS. ALL MANAGERS ARE EXPECTED TO SET GOALS WITH, EVALUATE, AND PROVIDE FEEDBACK TO THEIR EMPLOYEES DURING THE COURSE OF THESE MEETINGS. NEAR THE BEGINNING OF THE YEAR, EMPLOYEES SUBMIT A SELF-ASSESSMENT OF THEIR PERFORMANCE FOR THE PRIOR YEAR. MANAGERS THEN DO THEIR OWN PERFORMANCE REVIEW OF THE EMPLOYEE USING INPUT FROM THE PRIOR YEAR'S MEETINGS AS WELL AS THE EMPLOYEE'S SELF-ASSESSMENT; THEY THEN MEET WITH THEIR REPORTS TO DISCUSS THE ANNUAL PERFORMANCE REVIEW. AFTER THIS, THE SENIOR MANAGEMENT TEAM MEETS TO DISCUSS THE PERFORMANCE REVIEWS OF ALL MEMBERS OF THEIR DEPARTMENTS' THE RATINGS OF THE EMPLOYEES' PERFORMANCE FROM THE PERFORMANCE REVIEWS AND INPUT FROM THE SENIOR LEADERSHIP TEAM ARE USED IN DETERMINING MERIT INCREASES TO EMPLOYEES' SALARIES. THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. COMPENSATION OF OTHER SENIOR STAFF IS DETERMINED BY THE CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE OR UPON REQUEST. GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -470,390. THE COMMUNITY FOUNDATION MISSION INVESTMENTS COMPANY LLC TO CARRY-OUT THE MISSION INVESTMENT ACTIVITIES OF THE COMMUNITY FOUNDATION CT -15455726 118003671 COMMUNITY FOUNDATION FOR GREATER NEW HAVEN CHARITABLE REMAINDER TRUSTS (3) SPLIT INTEREST AGREEMENTS CT N/A T 0 POOLED INCOME FUNDS (7) SPLIT INTEREST AGREEMENTS CT N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0