JEWISH COMMUNITY FOUNDATION OF GREATER HARTFORD INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: JEWISH COMMUNITY FOUNDATION OF GREATER HARTFORD INC (EIN 06-1372107)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-05-14
IRS object ID: 202541349349308109
Schema version: 2023v6.0
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 F
Schedule I
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-14T13:42:41-07:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-07-01	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	2025-05-14	SignatureDt

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	Laura Whitney	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	$27,099,584	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	12	TotalEmployeeCnt
Total Volunteers	60	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$4,007,527	PYContributionsGrantsAmt
CY Contributions Grants	$4,973,941	CYContributionsGrantsAmt
PY Program Service Revenue	$328,639	PYProgramServiceRevenueAmt
CY Program Service Revenue	$328,225	CYProgramServiceRevenueAmt
PY Investment Income	$4,910,588	PYInvestmentIncomeAmt
CY Investment Income	$8,882,041	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$9,246,754	PYTotalRevenueAmt
CY Total Revenue	$14,184,207	CYTotalRevenueAmt
PY Grants And Similar Paid	$5,036,938	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$7,241,798	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,454,685	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,419,461	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$474,349	CYTotalFundraisingExpenseAmt
PY Other Expenses	$700,243	PYOtherExpensesAmt
CY Other Expenses	$667,012	CYOtherExpensesAmt
PY Total Expenses	$7,191,866	PYTotalExpensesAmt
CY Total Expenses	$9,328,271	CYTotalExpensesAmt
PY Revenues Less Expenses	$2,054,888	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$4,855,936	CYRevenuesLessExpensesAmt
Total Assets BOY	$167,175,533	TotalAssetsBOYAmt
Total Assets EOY	$172,539,390	TotalAssetsEOYAmt
Total Liabilities BOY	$30,826,093	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$26,523,027	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$136,349,440	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$146,016,363	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	$2,904,559	ExpenseAmt
Grant	$2,904,559	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	$1,126,852	ExpenseAmt
Grant	$1,126,852	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, Sophie's Hope Foundation, Connecticut Children's Foundation, and the Jewish Association for Community Living.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$1,148,030	ExpenseAmt
Grant	$1,148,030	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, New England Jewish Academy, Loomis Chafee School, and the University of Connecticut Foundation.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$2,892,068	ExpenseAmt
Grant	$2,062,356	GrantAmt
Revenue	$328,225	RevenueAmt
Desc	See Schedule O, Statement 1 Other Programs and Services (Expenses: $2,892,067 including grants of $2,062,356) 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	$2,892,068	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$2,062,356	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$328,225	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$8,071,509	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	Yes (1)	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	10	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	12	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
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
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	Yes (1)	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 (22 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 (End 1/16/24)	40	Yes (X)	$228,142	$0	$12,867
Laura Whitney
Vice President Finance	36	Yes (X)	$172,219	$0	$12,490
Kathryn L Gonnerman
Vice President Development	36		$139,054	$0	$24,802	Yes (X)
Susan Lotreck
Vice President Operations	36		$143,139	$0	$6,391	Yes (X)
Michael Elfenbaum
Vice President Grants Programs	36		$122,529	$0	$5,789	Yes (X)
Gayle Temkin
Chair	4		$0	$0	$0		Yes (X)
Walter Harrison
Vice Chair (End 1/16/24)	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)
Jill Dulitsky
Trustee, ex officio	1		$0	$0	$0		Yes (X)
Joshua Feldman
Trustee	1		$0	$0	$0		Yes (X)
Jessica Fish
Trustee	1		$0	$0	$0		Yes (X)
Ethan Goldman
Trustee	1		$0	$0	$0		Yes (X)
I Bradley Hoffman
Trustee	1		$0	$0	$0		Yes (X)
Naomi Kleinman
Trustee	1		$0	$0	$0		Yes (X)
Neil Kochen
Trustee	1		$0	$0	$0		Yes (X)
Jerry Rosenstock
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)
Walter Harrison
Interim President and CEO (Start 1/17/24)	20	Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$805,083	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$62,339	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	$106,924	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	$4,973,941	AllOtherContributionsAmt
Noncash Contributions	$2,451,484	NoncashContributionsAmt
Total Contributions	$4,973,941	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	Administrative fees from agency accounts	Desc
Business	900099	BusinessCd
Total Revenue Column	$328,225	TotalRevenueColumnAmt
Related Or Exempt Func Income	$328,225	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	$328,225	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,587,803	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$2,587,803	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	$19,209,615	SecuritiesAmt
Other	$0	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$12,915,377	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$6,294,238	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,294,238	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$6,294,238	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

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

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$14,184,207	TotalRevenueColumnAmt
Related Or Exempt Func Income	$328,225	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$8,882,041	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$6,986,598	TotalAmt
Program Services	$6,986,598	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$255,200	TotalAmt
Program Services	$255,200	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	$486,560	TotalAmt
Program Services	$233,144	ProgramServicesAmt
Management And General	$175,364	ManagementAndGeneralAmt
Fundraising	$78,052	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	$747,014	TotalAmt
Program Services	$294,155	ProgramServicesAmt
Management And General	$208,018	ManagementAndGeneralAmt
Fundraising	$244,841	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$25,588	TotalAmt
Program Services	$10,382	ProgramServicesAmt
Management And General	$6,554	ManagementAndGeneralAmt
Fundraising	$8,652	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$71,700	TotalAmt
Program Services	$21,832	ProgramServicesAmt
Management And General	$27,241	ManagementAndGeneralAmt
Fundraising	$22,627	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$88,599	TotalAmt
Program Services	$37,736	ProgramServicesAmt
Management And General	$27,471	ManagementAndGeneralAmt
Fundraising	$23,392	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	$21,028	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$21,028	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$44,632	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$44,632	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	$183,254	TotalAmt
Program Services	$109,952	ProgramServicesAmt
Management And General	$73,302	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$67,830	TotalAmt
Program Services	$8,776	ProgramServicesAmt
Management And General	$50,278	ManagementAndGeneralAmt
Fundraising	$8,776	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$14,666	TotalAmt
Program Services	$6,600	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$8,066	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$58,508	TotalAmt
Program Services	$24,919	ProgramServicesAmt
Management And General	$18,141	ManagementAndGeneralAmt
Fundraising	$15,448	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$74,051	TotalAmt
Program Services	$31,539	ProgramServicesAmt
Management And General	$22,961	ManagementAndGeneralAmt
Fundraising	$19,551	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	$52,590	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$52,590	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	$23,607	TotalAmt
Program Services	$7,082	ProgramServicesAmt
Management And General	$7,082	ManagementAndGeneralAmt
Fundraising	$9,443	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	$28,376	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$28,376	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Professional membership fees	$5,289	$2,380	$2,380	$529
Marketing and donor outreach	$93,181	$41,214	$16,995	$34,972

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$9,328,271	TotalAmt
Program Services	$8,071,509	ProgramServicesAmt
Management And General	$782,413	ManagementAndGeneralAmt
Fundraising	$474,349	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	$5,050,559	BOYAmt
EOY	$6,348,639	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$349,391	BOYAmt
EOY	$201,165	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$27,769	BOYAmt
EOY	$33,041	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	$0	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	$139,982,058	BOYAmt
EOY	$143,232,317	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$21,469,560	BOYAmt
EOY	$22,416,630	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	$296,196	BOYAmt
EOY	$307,598	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$167,175,533	BOYAmt
EOY	$172,539,390	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$8,849	BOYAmt
EOY	$46,306	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$511,906	BOYAmt
EOY	$577,482	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	$29,954,835	BOYAmt
EOY	$25,592,932	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
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	$350,503	BOYAmt
EOY	$306,307	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$30,826,093	BOYAmt
EOY	$26,523,027	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	$136,165,477	BOYAmt
EOY	$145,817,466	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$183,963	BOYAmt
EOY	$198,897	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$136,349,440	BOYAmt
EOY	$146,016,363	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$167,175,533	BOYAmt
EOY	$172,539,390	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$4,855,936	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$4,766,964	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Investment Expense	$0	InvestmentExpenseAmt
Prior Period Adjustments	$0	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	$44,023	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	$2,530,364	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,585,932	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$10,458,636	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,007,527	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,973,941	CurrentTaxYearAmt
Total	$26,556,400	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,530,364	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$4,585,932	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$10,458,636	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,007,527	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,973,941	CurrentTaxYearAmt
Total	$26,556,400	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$5,104,243	SubstantialContributorsTotAmt
Public Support Total170	$21,452,157	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$756,624	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,080,001	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,085,126	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,287,335	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,587,803	CurrentTaxYearAmt
Total	$9,796,889	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

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

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$16,634	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$195,088	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$288,107	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$328,639	CurrentTaxYearMinus1YearAmt
Current Tax Year	$328,225	CurrentTaxYearAmt
Total	$1,156,693	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$37,509,982	TotalSupportAmt
Public Support CY170	0.57191	PublicSupportCY170Pct
Public Support PY170	0.54360	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests PY170	Yes (X)	ThirtyThrPctSuprtTestsPY170Ind

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 $328,225	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	208	DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held	994	FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri	$3,366,724	DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri	$1,607,217	FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants	$4,815,833	DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants	$2,425,965	FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY	$51,391,872	DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY	$94,624,491	FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (1)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (1)	DisclosedForCharitablePrpsInd
Agent Trustee Etc	Yes (1)	AgentTrusteeEtcInd
Beginning Balance	$29,954,835	BeginningBalanceAmt
Additions During Year	$4,006,176	AdditionsDuringYearAmt
Distributions During Year	$8,368,079	DistributionsDuringYearAmt
Ending Balance	$25,592,932	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	$87,731,084	BeginningYearBalanceAmt
Contributions	$1,607,217	ContributionsAmt
Investment Earnings Or Losses	$8,738,498	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$2,425,965	GrantsOrScholarshipsAmt
Other Expenditures	$71,848	OtherExpendituresAmt
Administrative Expenses	$954,496	AdministrativeExpensesAmt
End Year Balance	$94,624,490	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

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

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

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Private Equity	$10,932,276	F
Venture Capital	$7,874,313	F
Private International Equity	$3,610,041	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$22,416,630	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
Split interest agreements	$243,343
Lease liabilities-operating	$62,964

Field	Value	IRS element (for citing)
Total Liability	$306,307	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$18,811,940	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$4,766,964	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$0	DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants	$0	RecoveriesPriorYearGrantsAmt
Other Revenue	$44,023	OtherRevenueAmt
Revenue Not Reported	$4,810,987	RevenueNotReportedAmt
Revenue Subtotal	$14,000,953	RevenueSubtotalAmt
Investment Expenses Not Incld	$183,254	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$0	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$183,254	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$14,184,207	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$9,145,017	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	$9,145,017	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$183,254	InvestmentExpensesNotIncld2Amt
Other Expenses Not Included	$0	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$183,254	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$9,328,271	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 the commingled investment pool. These funds are treated as assets and liabilities on the books of the Foundation.
Schedule D, Part V, Line 4	The 1,202 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 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, 2024 and 2023, 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 F IRS990ScheduleF

Grants To Org Outside US GrantsToOrgOutsideUSGrp

Field	Value	IRS element (for citing)
Region	North America (including Canada and Mexico, but not the United States)	RegionTxt
Purpose Of Grant	Grant to benefit the Montreal Holocaust Museum.	PurposeOfGrantTxt
Cash Grant	$7,369	CashGrantAmt
Manner Of Cash Disbursement	Check	MannerOfCashDisbursementTxt
Non Cash Assistance	$0	NonCashAssistanceAmt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt
Transfer To Foreign Corp	0	TransferToForeignCorpInd
Interest In Foreign Trust	0	InterestInForeignTrustInd
Foreign Corp Ownership	0	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	0	PassiveForeignInvestmestCoInd
Foreign Partnership	0	ForeignPartnershipInd
Boycott Countries	0	BoycottCountriesInd

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (99 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	Business Name Line2RecipientBusinessName/BusinessNameLine2Txt
10000 Degrees
1650 Los Gamos Drive	Suite 120	San Rafael	CA	94903	953667812	501(C)(3)	$9,285	$0	book	Scholarships
Achievement First
470 James Street	Suite 007	New Haven	CT	06513	651203744	501(C)(3)	$30,000	$0	book	Education
Adas Israel Congregation
2850 Quebec Street NW		Washington	DC	20008	530196563	501(C)(3)	$5,360	$0	book	General operating support
American Friends of Magen David Adom
20 West 36th Street	Suite 1100	New York	NY	100189784	131790719	501(C)(3)	$10,560	$0	book	General operating support and emergency relief
Anti-Defamation League
1100 Connecticut Avenue	Suite 1020	Washington	DC	20036	131818723	501(C)(3)	$7,200	$0	book	General operating support
Anti-Defamation League CT Regional Office
1000 Lafayette Blvd	Suite 402	Bridgeport	CT	06604	131818723	501(C)(3)	$14,970	$0	book	General operating support
Berkshire Opera Festival Inc
54 Wendell Avenue	Suite 5	Pittsfield	MA	01201	471596750	501(C)(3)	$25,000	$0	book	General operating support
Beth David Synagogue
20 Dover Road		West Hartford	CT	06119	060712261	501(C)(3)	$5,749	$0	book	General operating support and special programming
Beth El Temple of West Hartford
2626 Albany Avenue		West Hartford	CT	061172331	060699241	501(C)(3)	$66,683	$0	book	General operating support and tribute
Big Brothers Big Sisters of Connecticut
30 Laurel Street		Hartford	CT	06106	060850379	501(C)(3)	$30,525	$0	book	General operating support
Brandeis University
Mailstop 126	Box 549110	Waltham	MA	024549110	042103552	501(C)(3)	$5,500	$0	book	General operating support and scholarships
Central Fund of Israel
461 Central Avenue		Cedarhurst	NY	11516	132992985	501(C)(3)	$10,000	$0	book	Emergency aid
Chabad East of the River Inc
25 Harris Street		Glastonbury	CT	060331106	061030000	501(C)(3)	$21,300	$0	book	General operating support
Chabad Friendship Circle
2352 Albany Avenue		West Hartford	CT	06117	061030000	501(C)(3)	$12,250	$0	book	General operating support
Chabad House of Greater Hartford
2352 Albany Avenue		West Hartford	CT	06117	061030000	501(C)(3)	$80,056	$0	book	General operating support and special programming
Charter Oak Cultural Center
21 Charter Oak Avenue		Hartford	CT	06106	061026597	501(C)(3)	$84,498	$0	book	General operating support and capital campaign
Circle of Friends
40 King Street		Norwalk	CT	06851	474152491	501(C)(3)	$10,000	$0	book	General operating support
Colby College
4000 Mayflower Hill		Waterville	ME	04901	010211497	501(C)(3)	$51,000	$0	book	Education
Congregation Adath Israel
PO Box 337		Middletown	CT	064570337	060669110	501(C)(3)	$22,895	$0	book	General operating support and scholarships
Congregation Ahavath Yerusholaim
3 Stralisk Court	Unit 301	Monroe	NY	10950	133478709	501(C)(3)	$10,800	$0	book	General operating support
Congregation Beth Israel
701 Farmington Avenue		West Hartford	CT	061191724	060692758	501(C)(3)	$86,081	$0	book	General operating support and special programming
Congregation Beth Shalom Rodfe Zedek
55 East Kings Highway		Chester	CT	06412	061556241	501(C)(3)	$6,348	$0	book	General operating support
Congregation Kol Haverim
1079 Hebron Avenue		Glastonbury	CT	060330473	222586288	501(C)(3)	$24,442	$0	book	General operating support and capital needs
Connecticut Cancer Foundation
15 North Main Street		Old Saybrook	CT	06475	061240574	501(C)(3)	$25,000	$0	book	General operating support
Connecticut Children's Foundation
282 Washington Street		Hartford	CT	06106	060646755	501(C)(3)	$70,591	$0	book	General operating support
Connecticut Museum of Culture and History
One Elizabeth Street		Hartford	CT	06105	066026012	501(C)(3)	$8,807	$0	book	General operating support
Dignity Grows
40 Woodland Street		Hartford	CT	061052331	852708901	501(C)(3)	$36,000	$0	book	General operating support
Farmington Valley Jewish Congregation - Emek Shalom
55 Bushy Hill Road		Simsbury	CT	06070	066080265	501(C)(3)	$14,000	$0	book	Capital needs and programming
Federation Homes Inc
156 Wintonbury Avenue		Bloomfield	CT	06002	061019012	501(C)(3)	$8,454	$0	book	General operating support
Freedom For All
PO Box 536		New York	NY	10014	274874257	501(C)(3)	$6,000	$0	book	General operating support
Friends of Israel Defense Forces
PO Box 4224		New York	NY	10163	133156445	501(C)(3)	$181,230	$0	book	General operating support and emergency relief
Gifts of Love
34 East Main Street		Avon	CT	06001	061309318	501(C)(3)	$6,100	$0	book	General operating support
Hadassah Hartford Chapter
43 Carlyle Road		West Hartford	CT	06117	131656651	501(C)(3)	$5,283	$0	book	General operating support
Hartford Hospital
80 Seymour Street		Hartford	CT	061019960	060646668	501(C)(3)	$8,385	$0	book	General operating support and special programming	Corporate & Foundation Support
Hartford Stage
50 Church Street		Hartford	CT	06103	060790484	501(C)(3)	$9,500	$0	book	General operating support
Hebrew Immigrant Aid Society
PO Box 97077		Washington	DC	200907077	135633307	501(C)(3)	$7,000	$0	book	General operating support
Hebrew Senior Care Inc
One Abrahms Boulevard		West Hartford	CT	061171525	060646672	501(C)(3)	$55,238	$0	book	General operating support, special programming and capital
Hillel The Berman Jewish University Center of Pittsburgh
4607 Forbes Avenue		Pittsburgh	PA	15213	256065236	501(C)(3)	$6,280	$0	book	Special programming
Holocaust Learning and Education Fund
3064 Birkdale		Weston	FL	33332	463296698	501(C)(3)	$100,000	$0	book	General operating support
inSIGHT Through Education
PO Box 33054		Palm Beach Gardens	FL	33420	273388434	501(C)(3)	$12,000	$0	book	General operating support and special programming
Israel Cancer Research Fund
7 Lumanor Drive		Stamford	CT	06903	510181215	501(C)(3)	$10,500	$0	book	General operating support
Jewish Association for Community Living
34 Jerome Avenue	Suite 109	Bloomfield	CT	06002	061068312	501(C)(3)	$87,196	$0	book	General operating support
Jewishcolorado
300 S Dahlia Street		Denver	CO	80246	010831698	501(C)(3)	$10,000	$0	book	General operating support
Jewish Family Services of Greater Hartford
333 Bloomfield Avenue	Suite A	West Hartford	CT	06117	060653062	501(C)(3)	$346,014	$0	book	General operating support and special programming
Jewish Federation of Greater Hartford
333 Bloomfield Avenue	Suite C	West Hartford	CT	06117	060655482	501(C)(3)	$2,580,160	$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)	$10,000	$0	book	Special programming
Jewish Federation of Palm Beach County
1 Harvard Circle	Suite 100	West Palm Beach	FL	33409	590948696	501(C)(3)	$25,000	$0	book	General operating support
Jewish Federation of South Palm Beach County
9901 Donna Klein Blvd		Boca Raton	FL	334281788	591945109	501(C)(3)	$6,000	$0	book	General operating support and emergency relief
Jewish Federation of the Berkshires
196 South Street		Pittsfield	MA	01201	042131409	501(C)(3)	$7,500	$0	book	Special programming
Jewish Historical Society of Greater Hartford
333 Bloomfield Avenue	Suite B	West Hartford	CT	06117	061217339	501(C)(3)	$44,063	$0	book	General operating support
Jewish Teen Learning Connection
333 Bloomfield Avenue	Suite C	West Hartford	CT	06117	061329245	501(C)(3)	$41,474	$0	book	General operating support and special programming
JFACT Fund Inc
40 Woodland Street		Hartford	CT	06105	061491945	501(C)(3)	$24,712	$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)	$221,437	$0	book	General operating support and special programming
Jupiter Medical Center
1210 South Old Dixie Highway		Jupiter	FL	33458	591460239	501(C)(3)	$15,000	$0	book	General operating support
Khal Tiferes Yosef
53 Parsons Street		Brighton	MA	02135	811629202	501(C)(3)	$20,000	$0	book	General operating support
Kingswood-Oxford School
170 Kingswood Road		West Hartford	CT	06119	060646688	501(C)(3)	$40,000	$0	book	Scholarships
Laughing Pony Rescue Inc
PO BOX 32		Rancho Santa Fe	CA	920670032	272914210	501(C)(3)	$7,500	$0	book	General operating support
Lifespace Foundation
401 E Linton Blvd		Delray Beach	FL	33483	421370848	501(C)(3)	$35,000	$0	book	Scholarships	Harbour's Edge
Maurice Greenberg Center for Judaic Studies
University of Hartford	200 Bloomfield Avenue	West Hartford	CT	061171599	060731360	501(C)(3)	$8,433	$0	book	General operating support and special programming
Mayo Clinic
Department of Development	200 First Street SW	Rochester	MN	55905	416011702	501(C)(3)	$25,000	$0	book	General operating support and special programming
Moishe House
441 Saxony Road		Encinitas	CA	92024	262599786	501(C)(3)	$8,000	$0	book	Special programming
New England Jewish Academy
300 Bloomfield Avenue		West Hartford	CT	06117	061455973	501(C)(3)	$227,936	$0	book	General operating support, special programming, capital and scholarships
New Israel Fund
PO Box 70358		Philadelphia	PA	191760358	942607722	501(C)(3)	$8,750	$0	book	General operating support and special programming
Operation Smile
3641 Faculty Boulevard		Virginia Beach	VA	234538000	541460147	501(C)(3)	$20,000	$0	book	General operating support
Pasadena Jewish Temple and Center
1434 North Altadena Drive		Pasadena	CA	91107	951691318	501(C)(3)	$5,500	$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
Preservation Society of Newport County
424 Bellevue Avenue		Newport	RI	02840	050252708	501(C)(3)	$15,000	$0	book	Capital needs
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	7082	New York	NY	100087082	133615533	501(C)(3)	$75,000	$0	book	Special programming
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 and special programming
Schwab Charitable Fund
1958 Summit Park Drive	Suite 200	Orlando	FL	32810	311640316	501(C)(3)	$31,500	$0	book	Community building
Solomon Schechter Day School of Greater Hartford
26 Buena Vista Road		West Hartford	CT	06107	060873657	501(C)(3)	$182,775	$0	book	General operating support, special programming, capital and scholarships
Sophie's Hope Foundation
23 Briarcliff Drive		Hopkinton	MA	01748	845014314	501(C)(3)	$74,868	$0	book	General operating support
Temple Sinai
41 West Hartford Road		Newington	CT	06111	066011131	501(C)(3)	$8,839	$0	book	General operating support, special programming and capital
Temple Sinai Brookline
50 Sewall Avenue		Brookline	MA	02446	042123667	501(C)(3)	$8,000	$0	book	General operating support
The Bridge Family Center Inc
1022 Farmington Avenue		West Hartford	CT	06107	237013563	501(C)(3)	$6,500	$0	book	General operating support and special programming
The Community Foundation for Greater New Haven
70 Audubon Street		New Haven	CT	065101248	066032106	501(C)(3)	$250,000	$0	book	Community building
The Connecticut Hospice Inc
PO Box 783		Branford	CT	06405	060878822	501(C)(3)	$15,000	$0	book	General operating support
The Emanuel Synagogue
160 Mohegan Drive		West Hartford	CT	06117	060675032	501(C)(3)	$26,480	$0	book	General operating support and special programming
The Hole in the Wall Gang Camp
555 Long Wharf Drive		New Haven	CT	06511	061157655	501(C)(3)	$15,000	$0	book	General operating support
The Katharine Hepburn Cultural Arts Center Inc
300 Main Street		Old Saybrook	CT	06475	510646562	501(C)(3)	$6,600	$0	book	General operating support
The Loomis Chaffee School
4 Batchelder Road		Windsor	CT	06095	060653119	501(C)(3)	$70,000	$0	book	Scholarships
Trinity College
300 Summit Street	Room TC243	Hartford	CT	06106	060646927	501(C)(3)	$11,760	$0	book	General operating support, special programming and scholarships	Development Office
Trinity College Hillel
Zachs Hillel House	74 Vernon Street	Hartford	CT	06106	521844823	501(C)(3)	$5,495	$0	book	General operating support
UJA Federation of New York
130 East 59th Street		New York	NY	100221302	510172429	501(C)(3)	$6,000	$0	book	General operating support
United States Holocaust Memorial Museum
60 E 42nd Street	Suite 1000	New York	NY	10165	521309391	501(C)(3)	$7,100	$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)	$78,500	$0	book	General operating support
University of Connecticut Hillel
54 N Eagleville Road		Storrs	CT	06268	066071635	501(C)(3)	$47,809	$0	book	General operating support and special programming	Trachten Zachs Hillel House
University of Hartford Hillel
200 Bloomfield Avenue	Park River Ground Floor	West Hartford	CT	06117	060731360	501(C)(3)	$328,889	$0	book	General operating support, special programming and capital
University of Pennsylvania
2929 Walnut Street	Suite 300	Philadelphia	PA	19104	231352685	501(C)(3)	$7,000	$0	book	Special programming	The Penn Fund
Upstate Medical College Alumni Association
750 E Adams Street	Suite 1510	Syracuse	NY	13210	166038703	501(C)(3)	$20,000	$0	book	General operating support	Setnor Academic Building
Voices of Hope
20 Waterside Drive	Suite 100	Farmington	CT	06032	814736138	501(C)(3)	$48,525	$0	book	General operating support and special programming
Wadsworth Atheneum Museum of Art
600 Main Street		Hartford	CT	06103	060653111	501(C)(3)	$6,000	$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	General operating support and special programming
Yale University School of Medicine
Office of Development	Box 7611	New Haven	CT	065190611	060646973	501(C)(3)	$40,000	$0	book	Research
Yeshiva Achei Tmimim Lubavitz Services
1148 Converse Street		Longmeadow	MA	01106	046004494	501(C)(3)	$7,500	$0	book	General operating support
Young Israel of West Hartford
2240 Albany Avenue		West Hartford	CT	06117	222568510	501(C)(3)	$23,810	$0	book	General operating support, special programming and capital
Zoological Society of San Diego
2929 Zoo Drive		Balboa Park	CA	92101	951648219	501(C)(3)	$10,000	$0	book	General operating support

Field	Value	IRS element (for citing)
Total501c3 Org	99	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt
College scholarships	69	$231,200	$0
Israel experience scholarships	4	$24,000	$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 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	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Jacob A Schreiber
President and CEO (End 1/16/24)	$227,700	$0	$0	$0	$1,267	$0	$9,108	$0	$2,934	$0	$241,009	$0	$0	$0
Laura Whitney
Vice President Finance	$173,824	$0	$0	$0	$825	$0	$0	$0	$10,060	$0	$184,709	$0	$0	$0
Kathryn L Gonnerman
Vice President Development	$137,892	$0	$5,408	$0	$192	$0	$5,732	$0	$14,632	$0	$163,856	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule J, Part I, Line 1a	FormAndLineReferenceDesc
Explanation	Annual social membership at Tumblebrook Country Club for Donor Outreach.	ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	149	ContributionCnt
Noncash Contributions Rpt F990	$2,451,484	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 (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 4d	Other Programs and Services (Expenses: $2,892,067 including grants of $2,062,356). 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 A, Line 4	The bylaws of the Foundation were amended in April 2024. Changes include reducing the percentage of trustees considered Jewish Federation of Greater Hartford individuals (directors, community trustees, life community trustees, or members of committee task forces of the Federation) from 70% to 50%. There was also a provision added that the term of a standing committee chair can be extended until conclusion of that service. All committee chairs shall be members of the Board of Trustees.
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 $509 and change in cash surrender value of life insurance $43,514.