COMMUNITY FOUNDATION FOR GREATER NEW HAVEN: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION FOR GREATER NEW HAVEN (EIN 06-6032106)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-16
- IRS object ID
- 202203209349302200
- Schema version
- 2021v4.2
- 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 C
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-16T10:12:45-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 SOUTH MAIN STREET 4TH FLOOR | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066032106 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION FOR GREATER NEW | BusinessNameLine1Txt |
| Business Name Line2 | HAVEN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 2037772386 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 AUDUBON STREET | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENDY GAMBA | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2037772386 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WENDY | PersonFirstNm |
| Person Last | GAMBA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY KAY CURTISS | PreparerPersonNm |
| PTIN | P01551484 | PTIN |
| Phone | 8605614000 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WENDY GAMBA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 AUDUBON STREET | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $283,092,132 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFGNH.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1928 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 48 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $395,064 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $20,517,393 | PYContributionsGrantsAmt |
| CY Contributions Grants | $56,432,139 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $38,153,147 | PYInvestmentIncomeAmt |
| CY Investment Income | $45,822,003 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $58,670,540 | PYTotalRevenueAmt |
| CY Total Revenue | $102,254,142 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $31,347,368 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $33,864,953 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,207,683 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,563,086 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,329,283 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,881,817 | PYOtherExpensesAmt |
| CY Other Expenses | $9,965,464 | CYOtherExpensesAmt |
| PY Total Expenses | $44,436,868 | PYTotalExpensesAmt |
| CY Total Expenses | $49,393,503 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $14,233,672 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $52,860,639 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $745,279,119 | TotalAssetsBOYAmt |
| Total Assets EOY | $835,102,821 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,564,951 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,021,045 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $720,714,168 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $797,081,776 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,347,039 | ExpenseAmt |
| Grant | $12,877,064 | GrantAmt |
| Desc | CIVIC VITALITY: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE CIVIC VITALITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,846,433 | ExpenseAmt |
| Grant | $4,458,940 | GrantAmt |
| Desc | ARTS AND CULTURE: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE ARTS AND CULTURE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,269,650 | ExpenseAmt |
| Grant | $5,955,611 | GrantAmt |
| Desc | HEALTH: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT ENSURE HEALTH AND WELLNESS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,923,822 | ExpenseAmt |
| Grant | $10,573,338 | GrantAmt |
| Desc | EDUCATION: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROVIDE QUALITY EDUCATION. EXPENSES $5,250,303 INCLUDING GRANTS OF $4,020,731. ECONOMIC SUCCESS: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE REGIONAL ECONOMIC SUCCESS. EXPENSES $1,211,608 INCLUDING GRANTS OF $1,299,087.YOUTH: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE HEALTHY YOUTH DEVELOPMENT. EXPENSES $1,615,478 INCLUDING GRANTS OF $1,396357.BASIC NEEDS: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE BASIC HUMAN NEEDS. EXPENSES $2,827,086 INCLUDING GRANTS OF $2,379,343.ENVIRONMENT: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE PROTECTION OF THE ENVIRONMENT. EXPENSES $1,211,608 , INCLUDING GRANTS OF $1,435,154.OTHER PROGRAMS: EXPENSES OF $807,739 INCLUDING GRANTS OF $42,666. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $12,923,822 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $10,573,338 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $40,386,944 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | 0 | 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 55 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 48 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | JE | ForeignCountryCd |
| 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 |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WENDY GAMBA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2037777061 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 AUDUBON STREET | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | 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 | Institutional TrusteeInstitutionalTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| WILLIAM W GINSBERG | ||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $438,068 | $0 | $83,104 | |||
| ANDREW F ALDEN | ||||||||
| SR. VP FOR INVESTMENTS | 40.00 | $352,157 | $0 | $56,274 | Yes (X) | |||
| ANGELA POWERS | ||||||||
| SR. VP FOR OPERATIONS | 37.50 | $311,674 | $0 | $45,560 | Yes (X) | |||
| DOROTHY WESTON-MURPHY | ||||||||
| SR. VP FOR DEVELOPMENT | 37.50 | $232,056 | $0 | $27,915 | Yes (X) | |||
| LEON BAILEY | ||||||||
| SR. VP ORGANIZATIONAL EFFE | 37.50 | $230,522 | $0 | $27,998 | Yes (X) | |||
| CHRISTINA CIOCIOLA | ||||||||
| SR. VP FOR GRANTMAKING | 37.50 | $212,808 | $0 | $18,436 | Yes (X) | |||
| WENDY GAMBA | ||||||||
| CHIEF FINANCIAL OFFICER | 37.50 | Yes (X) | $186,827 | $0 | $34,681 | |||
| NICK NORCOTT JR | ||||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MARCELLA NUNEZ-SMITH | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| KHALILAH L BROWN-DEAN | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| MAYSA ABKAR | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| ROXANNE COADY | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| JOE GORDON | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| CARLTON HIGHSMITH | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| TERRY JONES | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| FERNANDO J MUNIZ | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| GREG PEPE | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| VALARIE SHULTZ WILSON | ||||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| BANK OF AMERICA MERRILL LYNCH | ||||||||
| TRUSTEE COMMITTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| KEYBANK NATIONAL ASSOCIATION | ||||||||
| TRUSTEE COMMITTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| WELLS FARGO BANK NA | ||||||||
| TRUSTEE COMMITTEE | 1.00 | $0 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,964,112 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $293,968 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| AMPFIELD HOLDINGS (OFFSHORE) LP | |||||
| 15720 BRIXHAM HILL AVE STE 206 | CHARLOTTE | NC | 28277 | INVESTMENT MANAGER | $756,652 |
| CANYON VALUE REALIZATION FUND | |||||
| 2000 AVE OF THE STARS 11TH FL | LOS ANGELES | CA | 90067 | INVESTMENT MANAGER | $478,126 |
| PERMIAN INVESTMENT PARTNERS | |||||
| 295 MADISON AVE 34TH FL | NEW YORK | NY | 10017 | INVESTMENT MANAGER | $435,149 |
| US TRUST BANK OF AMERICA | |||||
| 99 FOUNDERS PLAZA | EAST HARTFORD | CT | 06108 | INVESTMENT MANAGER | $389,962 |
| CREWCIAL PARTNERS LLC | |||||
| 750 3RD AVE 20TH FLOOR | NEW YORK | NY | 10017 | INVESTMENT ADVISOR | $278,943 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 19 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,712,774 | GovernmentGrantsAmt |
| All Other Contributions | $54,719,365 | AllOtherContributionsAmt |
| Noncash Contributions | $3,433,372 | NoncashContributionsAmt |
| Total Contributions | $56,432,139 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,457,017 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $196,421 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,260,596 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $215,202,976 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $180,837,990 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,364,986 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,364,986 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $198,643 | UnrelatedBusinessRevenueAmt |
| Exclusion | $34,166,343 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $102,254,142 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $395,064 | UnrelatedBusinessRevenueAmt |
| Exclusion | $45,426,939 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,744,194 | TotalAmt |
| Program Services | $33,744,194 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,759 | TotalAmt |
| Program Services | $120,759 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $742,680 | TotalAmt |
| Program Services | $311,926 | ProgramServicesAmt |
| Management And General | $319,352 | ManagementAndGeneralAmt |
| Fundraising | $111,402 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,749,301 | TotalAmt |
| Program Services | $1,574,706 | ProgramServicesAmt |
| Management And General | $1,612,200 | ManagementAndGeneralAmt |
| Fundraising | $562,395 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,328 | TotalAmt |
| Program Services | $147,978 | ProgramServicesAmt |
| Management And General | $151,501 | ManagementAndGeneralAmt |
| Fundraising | $52,849 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,942 | TotalAmt |
| Program Services | $183,936 | ProgramServicesAmt |
| Management And General | $188,315 | ManagementAndGeneralAmt |
| Fundraising | $65,691 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,835 | TotalAmt |
| Program Services | $117,951 | ProgramServicesAmt |
| Management And General | $120,759 | ManagementAndGeneralAmt |
| Fundraising | $42,125 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,098 | TotalAmt |
| Program Services | $20,201 | ProgramServicesAmt |
| Management And General | $20,682 | ManagementAndGeneralAmt |
| Fundraising | $7,215 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,200 | TotalAmt |
| Program Services | $22,344 | ProgramServicesAmt |
| Management And General | $22,876 | ManagementAndGeneralAmt |
| Fundraising | $7,980 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,717,144 | TotalAmt |
| Program Services | $3,241,200 | ProgramServicesAmt |
| Management And General | $3,318,372 | ManagementAndGeneralAmt |
| Fundraising | $1,157,572 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,172 | TotalAmt |
| Program Services | $165,972 | ProgramServicesAmt |
| Management And General | $169,924 | ManagementAndGeneralAmt |
| Fundraising | $59,276 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,476 | TotalAmt |
| Program Services | $65,300 | ProgramServicesAmt |
| Management And General | $66,855 | ManagementAndGeneralAmt |
| Fundraising | $23,321 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,224 | TotalAmt |
| Program Services | $134,074 | ProgramServicesAmt |
| Management And General | $137,266 | ManagementAndGeneralAmt |
| Fundraising | $47,884 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221 | TotalAmt |
| Program Services | $93 | ProgramServicesAmt |
| Management And General | $95 | ManagementAndGeneralAmt |
| Fundraising | $33 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,963 | TotalAmt |
| Program Services | $23,084 | ProgramServicesAmt |
| Management And General | $23,635 | ManagementAndGeneralAmt |
| Fundraising | $8,244 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,507 | TotalAmt |
| Program Services | $43,893 | ProgramServicesAmt |
| Management And General | $44,938 | ManagementAndGeneralAmt |
| Fundraising | $15,676 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,551 | TotalAmt |
| Program Services | $35,931 | ProgramServicesAmt |
| Management And General | $36,787 | ManagementAndGeneralAmt |
| Fundraising | $12,833 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES AND FEES | $466,328 | $195,858 | $200,521 | $69,949 |
| EQUIPMENT RENTAL AND MA | $349,352 | $146,728 | $150,221 | $52,403 |
| PRINTING AND PUBLICATIO | $129,614 | $54,438 | $55,734 | $19,442 |
| SUPPLIES | $25,610 | $10,756 | $11,012 | $3,842 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,004 | TotalAmt |
| Program Services | $25,622 | ProgramServicesAmt |
| Management And General | $26,231 | ManagementAndGeneralAmt |
| Fundraising | $9,151 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,393,503 | TotalAmt |
| Program Services | $40,386,944 | ProgramServicesAmt |
| Management And General | $6,677,276 | ManagementAndGeneralAmt |
| Fundraising | $2,329,283 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,393,866 | BOYAmt |
| EOY | $18,865,157 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,429,397 | BOYAmt |
| EOY | $36,698,146 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,079,373 | BOYAmt |
| EOY | $39,182,280 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,327,957 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,152,069 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,342 | BOYAmt |
| EOY | $175,888 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $484,260,002 | BOYAmt |
| EOY | $489,168,900 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,850,343 | BOYAmt |
| EOY | $246,240,218 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,043,694 | BOYAmt |
| EOY | $4,345,851 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,102 | BOYAmt |
| EOY | $426,381 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $745,279,119 | BOYAmt |
| EOY | $835,102,821 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,010,122 | BOYAmt |
| EOY | $714,471 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $713,993 | BOYAmt |
| EOY | $708,921 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $787,615 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,053,221 | BOYAmt |
| EOY | $36,597,653 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,564,951 | BOYAmt |
| EOY | $38,021,045 | 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 | $719,146,481 | BOYAmt |
| EOY | $795,188,372 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,567,687 | BOYAmt |
| EOY | $1,893,404 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $720,714,168 | BOYAmt |
| EOY | $797,081,776 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $745,279,119 | BOYAmt |
| EOY | $835,102,821 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $52,860,639 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $23,181,252 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $325,717 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,787,386 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,672,987 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,613,549 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,517,393 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,432,139 | CurrentTaxYearAmt |
| Total | $176,023,454 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,787,386 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,672,987 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,613,549 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,517,393 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,432,139 | CurrentTaxYearAmt |
| Total | $176,023,454 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $77,312,010 | SubstantialContributorsTotAmt |
| Public Support Total170 | $98,711,444 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,265,508 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,196,517 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,825,808 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,659,246 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,457,017 | CurrentTaxYearAmt |
| Total | $44,404,096 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $220,427,550 | TotalSupportAmt |
| Public Support CY170 | 0.44780 | PublicSupportCY170Pct |
| Public Support PY170 | 0.50570 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $49,393,503 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $49,393,503 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 340 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 2314 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $5,010,747 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $50,633,779 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $5,894,052 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $31,658,843 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $63,453,648 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $733,628,128 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,327,957 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,152,069 | DepreciationAmt |
| Book Value | $175,888 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $175,888 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $246,240,218 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $246,240,218 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| SPLIT INTEREST AGREEMENTS | $301,433 |
| LINE OF CREDIT - MRI | $33,040,655 |
| LINE OF CREDIT | $3,255,565 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $36,597,653 | TotalLiabilityAmt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| IRELAND | 0 | 0 | GRANT TO ORGANIZATION FROM MARY JANE REYNOLDS FUND. | $12,814 |
| CANADA | 0 | 0 | GRANT TO ORGANIZATION FROM DAVID POWRIE FUND. | $107,945 |
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | 0 | 0 | INVESTMENTS | $275,318,260 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | INVESTMENTS | $9,020,728 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $284,459,747 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $284,459,747 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| IRELAND | GENERAL PURPOSE | $12,814 | WIRE TRANSFER | $0 | FMV |
| CANADA | GENERAL PURPOSE | $107,945 | WIRE TRANSFER | $0 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | FUNDS ARE DONOR DESIGNATED AND THERE IS USE OF A GRANT REMITTANCE FORM. |
| PART I, LINE 3: | FMV |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VARIOUS TAX-EXEMPT ORGANIZATIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $33,744,194 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | GENERAL PURPOSES | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM W GINSBERG | ||||||||||||||
| PRESIDENT & CEO | $438,068 | $0 | $0 | $0 | $0 | $0 | $35,045 | $0 | $48,059 | $0 | $521,172 | $0 | $0 | $0 |
| ANDREW F ALDEN | ||||||||||||||
| SR. VP FOR INVESTMENTS | $352,157 | $0 | $0 | $0 | $0 | $0 | $28,173 | $0 | $28,101 | $0 | $408,431 | $0 | $0 | $0 |
| ANGELA POWERS | ||||||||||||||
| SR. VP FOR OPERATIONS | $311,674 | $0 | $0 | $0 | $0 | $0 | $24,934 | $0 | $20,626 | $0 | $357,234 | $0 | $0 | $0 |
| DOROTHY WESTON-MURPHY | ||||||||||||||
| SR. VP FOR DEVELOPMENT | $232,056 | $0 | $0 | $0 | $0 | $0 | $18,564 | $0 | $9,351 | $0 | $259,971 | $0 | $0 | $0 |
| LEON BAILEY | ||||||||||||||
| SR. VP ORGANIZATIONAL EFFE | $230,522 | $0 | $0 | $0 | $0 | $0 | $18,442 | $0 | $9,556 | $0 | $258,520 | $0 | $0 | $0 |
| CHRISTINA CIOCIOLA | ||||||||||||||
| SR. VP FOR GRANTMAKING | $212,808 | $0 | $0 | $0 | $0 | $0 | $17,025 | $0 | $1,411 | $0 | $231,244 | $0 | $0 | $0 |
| WENDY GAMBA | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $186,827 | $0 | $0 | $0 | $0 | $0 | $14,946 | $0 | $19,735 | $0 | $221,508 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 22 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,433,372 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | UTILIZE OUTSIDE INSTITUTIONAL BROKERAGE FIRMS TO ORDERLY LIQUIDATE ANY SECURITIES THAT ARE GIFTED TO THE FOUNDATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMPENSATION ANALYSIS WAS PERFORMED BY AN OUTSIDE CONSULTING FIRM. 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. |
| 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 325,717. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION MISSION INVESTMENTS COMPANY LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TO CARRY-OUT THE MISSION INVESTMENT ACTIVITIES OF THE COMMUNITY FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Total Income | $8,072,553 | TotalIncomeAmt |
| End Of Year Assets | $127,847,296 | EndOfYearAssetsAmt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VALLEY COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 253-A ELIZABETH STREET | AddressLine1Txt |
| City | DERBY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06418 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841637102 | EIN |
| Primary Activities | CONNECTS PRIVATE PHILANTHROPY TO THE LONG-TERM PUBLIC GOOD | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS (3) | ||||
| SPLIT INTEREST AGREEMENTS | CT | N/A | T | 0 |
| POOLED INCOME FUNDS (7) | ||||
| SPLIT INTEREST AGREEMENTS | CT | N/A | T | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VALLEY COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $1,170,855 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |