WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND (EIN 04-6037391)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202103199349101125
- Schema version
- 2020v4.1
- 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-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T07:44:49-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061386456 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T M BYXBEE COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 187169 | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06518 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046037391 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2032303330 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2319 WHITNEY AVENUE NO 2B | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06518 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ADDAMS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2032303330 | PhoneNum |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | ADDAMS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA J MATOCHA | PreparerPersonNm |
| PTIN | P00572001 | PTIN |
| Phone | 2032814933 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $124,986,917 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,776,117 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $184,608 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $184,608 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $294,518 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $294,518 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,904,699 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,845,801 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,904,699 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,307,373 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,307,373 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $9,467,315 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,691,198 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $524,214 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $140,976 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $383,239 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,185,718 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $23,714 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,162,004 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $502,988 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $10,060 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $492,928 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,201 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $124 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,077 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $151,275 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $86,456 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $64,819 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $418,710 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $412,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,710 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $15,046 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $15,046 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $253,585 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,500 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $62,118 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $186,731 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,735 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $182,996 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $46,015 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $11,504 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $34,511 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $6,187 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $6,187 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $898,517 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $897,462 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,257,305 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $703,615 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,238,433 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,334,929 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,334,929 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,592,234 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $703,615 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,573,362 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,124,919 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,987,583 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $500 | CashBOYAmt |
| Cash EOY | $500 | CashEOYAmt |
| Cash EOYFMV | $500 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,053,888 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,870,548 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,870,548 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,243,967 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,083,912 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,083,912 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $51,530,240 | CorporateStockBOYAmt |
| Corporate Stock EOY | $35,264,734 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,264,734 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,259,401 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,223,792 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,223,792 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $58,040,295 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $70,169,863 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $70,169,863 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $555,261 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $408,089 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $201,305 | LandBOYAmt |
| Land EOY | $147,172 | LandEOYAmt |
| Land EOYFMV | $147,172 | LandEOYFMVAmt |
| Other Assets BOY | $609,584 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,226,396 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,226,396 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $118,939,180 | TotalAssetsBOYAmt |
| Total Assets EOY | $124,986,917 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $124,986,917 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $546,991 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $614,959 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $546,991 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $614,959 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $118,392,189 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $124,371,958 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $118,392,189 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $124,371,958 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $118,939,180 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $124,986,917 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $118,392,189 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,124,919 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,172,656 | OtherIncreasesAmt |
| Subtotal | $124,439,926 | SubtotalAmt |
| Other Decreases | $67,968 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $124,371,958 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (292 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ADOBE SYS INC COM | P | 2016-09-19 | 2020-07-20 | $51,032 | $4,552 | $46,480 | $46,480 |
| ADOBE SYS INC COM | P | 2016-09-19 | 2020-07-21 | $24,582 | $2,175 | $22,407 | $22,407 |
| ADOBE SYS INC COM | P | 2016-09-19 | 2020-07-24 | $24,559 | $2,296 | $22,263 | $22,263 |
| ADOBE SYS INC COM | P | 2016-09-19 | 2020-08-07 | $96,118 | $8,540 | $87,578 | $87,578 |
| ADOBE SYS INC COM | P | 2016-09-19 | 2020-12-16 | $29,107 | $2,417 | $26,690 | $26,690 |
| ADR DANONE SPONSORED ADR | P | 2016-09-19 | 2020-04-08 | $7,382 | $9,027 | -$1,645 | -$1,645 |
| ADR DANONE SPONSORED ADR | P | 2016-09-19 | 2020-04-08 | $139,143 | $170,859 | -$31,716 | -$31,716 |
| ADR DANONE SPONSORED ADR | P | 2017-02-23 | 2020-04-08 | $23,215 | $25,156 | -$1,941 | -$1,941 |
| ADR DANONE SPONSORED ADR | P | 2017-02-24 | 2020-04-08 | $31,359 | $34,060 | -$2,701 | -$2,701 |
| ADR NESTLE S A SPONSORED ADR REPSTG REG SH | P | 2016-09-19 | 2020-11-11 | $26,036 | $14,969 | $11,067 | $11,067 |
| ADR NESTLE S A SPONSORED ADR REPSTG REG SH | P | 2016-09-19 | 2020-12-16 | $25,415 | $14,969 | $10,446 | $10,446 |
| ADR NOVARTIS AG | P | 2017-03-03 | 2020-11-11 | $25,757 | $19,946 | $5,811 | $5,811 |
| ADR ROCHE HLDG LTD SPONSORED ADR ISIN #US771195104 | P | 2016-09-19 | 2020-02-11 | $46,545 | $22,284 | $24,261 | $24,261 |
| ADR ROCHE HLDG LTD SPONSORED ADR ISIN #US771195104 | P | 2016-09-19 | 2020-03-06 | $81,486 | $40,538 | $40,948 | $40,948 |
| ADR ROCHE HLDG LTD SPONSORED ADR ISIN #US771195104 | P | 2016-09-19 | 2020-12-16 | $21,163 | $10,176 | $10,987 | $10,987 |
| ADR ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG B SHS | P | 2016-09-19 | 2020-05-27 | $146,287 | $249,636 | -$103,349 | -$103,349 |
| ADR ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG B SHS | P | 2016-12-09 | 2020-05-27 | $10,113 | $18,303 | -$8,190 | -$8,190 |
| AIR PROD & CHEM INC COM | P | 2018-11-06 | 2020-02-11 | $47,605 | $29,429 | $18,176 | $18,176 |
| AIR PROD & CHEM INC COM | P | 2018-11-06 | 2020-08-05 | $57,152 | $31,308 | $25,844 | $25,844 |
| AIR PROD & CHEM INC COM | P | 2018-11-06 | 2020-08-07 | $36,756 | $20,506 | $16,250 | $16,250 |
| AIR PROD & CHEM INC COM | P | 2018-11-06 | 2020-08-13 | $28,745 | $15,654 | $13,091 | $13,091 |
| AIR PROD & CHEM INC COM | P | 2018-11-01 | 2020-11-11 | $29,695 | $15,484 | $14,211 | $14,211 |
| AIR PROD & CHEM INC COM | P | 2018-11-06 | 2020-11-11 | $23,756 | $12,523 | $11,233 | $11,233 |
| AIR PROD & CHEM INC COM | P | 2016-09-19 | 2020-12-16 | $1,350 | $303 | $1,047 | $1,047 |
| AIR PROD & CHEM INC COM | P | 2018-11-01 | 2020-12-16 | $26,998 | $15,484 | $11,514 | $11,514 |
| ALPHABET INC CAPITAL STOCK USD0.001 CL A | P | 2016-09-19 | 2020-11-11 | $52,450 | $14,537 | $37,913 | $37,913 |
| ALPHABET INC CAPITAL STOCK USD0.001 CL A | P | 2016-09-19 | 2020-12-16 | $52,766 | $14,537 | $38,229 | $38,229 |
| AMAZON COM INC COM | P | 2020-03-17 | 2020-07-08 | $42,669 | $24,857 | $17,812 | $17,812 |
| AMAZON COM INC COM | P | 2020-03-17 | 2020-11-11 | $82,665 | $47,939 | $34,726 | $34,726 |
| AMAZON COM INC COM | P | 2016-09-19 | 2020-12-16 | $38,100 | $2,511 | $35,589 | $35,589 |
| AMAZON COM INC COM | P | 2020-03-17 | 2020-12-16 | $25,400 | $14,204 | $11,196 | $11,196 |
| ANALOG DEVICES INC COM | P | 2020-06-12 | 2020-11-11 | $20,328 | $17,709 | $2,619 | $2,619 |
| ANALOG DEVICES INC COM | P | 2020-06-12 | 2020-12-16 | $21,615 | $17,709 | $3,906 | $3,906 |
| APPLE INC COM STK | P | 2018-01-31 | 2020-02-07 | $33,418 | $17,382 | $16,036 | $16,036 |
| APPLE INC COM STK | P | 2019-01-29 | 2020-02-07 | $12,853 | $6,239 | $6,614 | $6,614 |
| APPLE INC COM STK | P | 2016-09-19 | 2020-07-30 | $22,443 | $3,004 | $19,439 | $19,439 |
| APPLE INC COM STK | P | 2019-01-29 | 2020-07-30 | $74,557 | $30,573 | $43,984 | $43,984 |
| APPLE INC COM STK | P | 2016-09-19 | 2020-11-11 | $33,961 | $3,691 | $30,270 | $30,270 |
| APPLE INC COM STK | P | 2016-09-19 | 2020-12-16 | $33,178 | $3,309 | $29,869 | $29,869 |
| ARISTA NETWORKS INC COM | P | 2020-05-05 | 2020-11-11 | $24,601 | $20,792 | $3,809 | $3,809 |
| ARISTA NETWORKS INC COM | P | 2020-05-05 | 2020-12-16 | $23,061 | $17,509 | $5,552 | $5,552 |
| BECTON DICKINSON & CO COM | P | 2019-03-22 | 2020-11-11 | $30,446 | $30,238 | $208 | $208 |
| BECTON DICKINSON & CO COM | P | 2019-03-22 | 2020-12-16 | $17,089 | $16,933 | $156 | $156 |
| BECTON DICKINSON & CO COM | P | 2020-03-17 | 2020-12-16 | $7,324 | $7,117 | $207 | $207 |
| BERKSHIRE HATHAWAY INC-CL B | P | 2020-05-27 | 2020-11-11 | $25,128 | $20,349 | $4,779 | $4,779 |
| BERKSHIRE HATHAWAY INC-CL B | P | 2020-05-27 | 2020-12-16 | $21,389 | $17,574 | $3,815 | $3,815 |
| BOOKING HLDGS INC COM | P | 2019-04-23 | 2020-11-11 | $29,953 | $28,269 | $1,684 | $1,684 |
| BOOKING HLDGS INC COM | P | 2020-11-20 | 2020-12-16 | $27,366 | $26,273 | $1,093 | $1,093 |
| BORG WARNER INC COM | P | 2016-09-19 | 2020-03-17 | $104,310 | $191,639 | -$87,329 | -$87,329 |
| CHARTER COMMUNICATIONS INC NEW CL A CL A | P | 2019-07-10 | 2020-11-11 | $50,300 | $32,474 | $17,826 | $17,826 |
| CHARTER COMMUNICATIONS INC NEW CL A CL A | P | 2019-07-10 | 2020-12-16 | $41,855 | $26,385 | $15,470 | $15,470 |
| CHIPOTLE MEXICAN GRILL INC COM STK | P | 2020-03-31 | 2020-08-13 | $23,615 | $13,191 | $10,424 | $10,424 |
| CHIPOTLE MEXICAN GRILL INC COM STK | P | 2020-03-31 | 2020-11-11 | $41,602 | $21,765 | $19,837 | $19,837 |
| CHIPOTLE MEXICAN GRILL INC COM STK | P | 2020-03-31 | 2020-12-16 | $27,547 | $13,191 | $14,356 | $14,356 |
| CISCO SYSTEMS INC | P | 2016-09-19 | 2020-05-05 | $134,959 | $62,571 | $72,388 | $72,388 |
| CISCO SYSTEMS INC | P | 2016-09-19 | 2020-05-08 | $129,302 | $58,906 | $70,396 | $70,396 |
| COMCAST CORP NEW-CL A | P | 2020-06-02 | 2020-11-11 | $9,548 | $8,116 | $1,432 | $1,432 |
| COMCAST CORP NEW-CL A | P | 2020-06-02 | 2020-12-16 | $43,738 | $34,492 | $9,246 | $9,246 |
| COSTCO WHOLESALE CORP NEW COM | P | 2016-09-19 | 2020-03-31 | $17,544 | $2,838 | $14,706 | $14,706 |
| COSTCO WHOLESALE CORP NEW COM | P | 2016-12-27 | 2020-03-31 | $50,043 | $28,254 | $21,789 | $21,789 |
| COSTCO WHOLESALE CORP NEW COM | P | 2018-11-01 | 2020-03-31 | $7,765 | $6,194 | $1,571 | $1,571 |
| COSTCO WHOLESALE CORP NEW COM | P | 2016-09-19 | 2020-07-31 | $67,198 | $9,629 | $57,569 | $57,569 |
| COSTCO WHOLESALE CORP NEW COM | P | 2016-09-19 | 2020-08-13 | $33,816 | $4,652 | $29,164 | $29,164 |
| COSTCO WHOLESALE CORP NEW COM | P | 2016-09-19 | 2020-11-11 | $51,748 | $6,513 | $45,235 | $45,235 |
| COSTCO WHOLESALE CORP NEW COM | P | 2016-09-19 | 2020-12-16 | $25,986 | $3,256 | $22,730 | $22,730 |
| DOLLAR GEN CORP NEW COM | P | 2017-04-05 | 2020-11-11 | $28,771 | $9,338 | $19,433 | $19,433 |
| DOLLAR GEN CORP NEW COM | P | 2017-04-05 | 2020-12-16 | $27,237 | $8,992 | $18,245 | $18,245 |
| ECOLAB INC COM STK USD1 | P | 2016-09-19 | 2020-02-07 | $17,276 | $9,460 | $7,816 | $7,816 |
| ECOLAB INC COM STK USD1 | P | 2016-12-13 | 2020-02-07 | $29,000 | $17,192 | $11,808 | $11,808 |
| ECOLAB INC COM STK USD1 | P | 2016-09-19 | 2020-06-02 | $91,269 | $48,087 | $43,182 | $43,182 |
| ECOLAB INC COM STK USD1 | P | 2016-09-19 | 2020-12-16 | $35,553 | $18,018 | $17,535 | $17,535 |
| FACEBOOK INC COM USD0.000006 CL 'A' | P | 2020-02-07 | 2020-08-13 | $39,391 | $31,732 | $7,659 | $7,659 |
| FACEBOOK INC COM USD0.000006 CL 'A' | P | 2020-02-07 | 2020-11-11 | $54,685 | $42,309 | $12,376 | $12,376 |
| FACEBOOK INC COM USD0.000006 CL 'A' | P | 2018-03-27 | 2020-12-16 | $14,843 | $8,299 | $6,544 | $6,544 |
| FACEBOOK INC COM USD0.000006 CL 'A' | P | 2020-02-07 | 2020-12-16 | $26,387 | $20,308 | $6,079 | $6,079 |
| FEDEX CORP COM | P | 2016-09-19 | 2020-11-11 | $89,471 | $74,420 | $15,051 | $15,051 |
| FEDEX CORP COM | P | 2016-09-19 | 2020-12-16 | $47,532 | $37,210 | $10,322 | $10,322 |
| GUIDEWIRE SOFTWARE INC COM USD0.0001 | P | 2020-07-20 | 2020-12-16 | $1,891 | $1,814 | $77 | $77 |
| GUIDEWIRE SOFTWARE INC COM USD0.0001 | P | 2020-07-21 | 2020-12-16 | $25,212 | $24,422 | $790 | $790 |
| ILL TOOL WKS INC COM | P | 2018-08-13 | 2020-06-12 | $103,768 | $86,179 | $17,589 | $17,589 |
| ILL TOOL WKS INC COM | P | 2018-08-14 | 2020-06-12 | $80,745 | $67,533 | $13,212 | $13,212 |
| ILL TOOL WKS INC COM | P | 2018-08-15 | 2020-06-12 | $76,469 | $63,935 | $12,534 | $12,534 |
| ILL TOOL WKS INC COM | P | 2018-11-01 | 2020-06-12 | $32,890 | $25,666 | $7,224 | $7,224 |
| JOHNSON & JOHNSON COM USD1 | P | 2019-10-29 | 2020-11-11 | $13,571 | $11,776 | $1,795 | $1,795 |
| JOHNSON & JOHNSON COM USD1 | P | 2019-10-30 | 2020-11-11 | $23,711 | $21,054 | $2,657 | $2,657 |
| JOHNSON & JOHNSON COM USD1 | P | 2019-10-29 | 2020-12-16 | $30,033 | $25,881 | $4,152 | $4,152 |
| JPMORGAN CHASE & CO COM | P | 2018-11-01 | 2020-11-11 | $23,369 | $21,870 | $1,499 | $1,499 |
| JPMORGAN CHASE & CO COM | P | 2020-04-08 | 2020-11-11 | $30,380 | $24,098 | $6,282 | $6,282 |
| JPMORGAN CHASE & CO COM | P | 2020-04-08 | 2020-12-16 | $37,284 | $28,733 | $8,551 | $8,551 |
| MASTERCARD INC CL A | P | 2016-09-19 | 2020-11-11 | $37,110 | $10,540 | $26,570 | $26,570 |
| MASTERCARD INC CL A | P | 2016-09-19 | 2020-12-16 | $44,905 | $12,935 | $31,970 | $31,970 |
| MICROSOFT CORP COM | P | 2016-09-19 | 2020-11-11 | $70,123 | $48,984 | $21,139 | $21,139 |
| MICROSOFT CORP COM | P | 2016-09-19 | 2020-12-16 | $60,188 | $41,562 | $18,626 | $18,626 |
| NETFLIX INC COM STK | P | 2016-09-19 | 2020-11-11 | $24,147 | $4,615 | $19,532 | $19,532 |
| NETFLIX INC COM STK | P | 2016-09-19 | 2020-12-16 | $26,070 | $4,615 | $21,455 | $21,455 |
| NIKE INC CL B | P | 2016-12-13 | 2020-11-11 | $6,690 | $2,736 | $3,954 | $3,954 |
| NIKE INC CL B | P | 2017-12-18 | 2020-11-11 | $24,186 | $12,212 | $11,974 | $11,974 |
| NIKE INC CL B | P | 2016-12-13 | 2020-12-16 | $44,717 | $16,840 | $27,877 | $27,877 |
| NORWEGIAN CRUISE LINE HLDGS LTD COM USD0.001 | P | 2016-09-19 | 2020-03-17 | $39,444 | $141,849 | -$102,405 | -$102,405 |
| NORWEGIAN CRUISE LINE HLDGS LTD COM USD0.001 | P | 2018-11-01 | 2020-03-17 | $4,164 | $18,284 | -$14,120 | -$14,120 |
| PEPSICO INC COM | P | 2016-09-19 | 2020-11-11 | $22,099 | $14,894 | $7,205 | $7,205 |
| PG& E CORP COM | P | 2019-01-18 | 2020-11-03 | $19 | $14 | $5 | $5 |
| PROGRESSIVE CORP OH COM | P | 2016-09-19 | 2020-11-11 | $25,153 | $13,202 | $11,951 | $11,951 |
| PROGRESSIVE CORP OH COM | P | 2016-09-19 | 2020-12-16 | $37,044 | $18,581 | $18,463 | $18,463 |
| ROPER TECHNOLOGIES , INC | P | 2020-03-17 | 2020-11-11 | $46,441 | $34,490 | $11,951 | $11,951 |
| ROPER TECHNOLOGIES , INC | P | 2016-09-19 | 2020-12-08 | $66,656 | $27,845 | $38,811 | $38,811 |
| ROPER TECHNOLOGIES , INC | P | 2020-03-17 | 2020-12-08 | $34,795 | $24,893 | $9,902 | $9,902 |
| ROPER TECHNOLOGIES , INC | P | 2016-09-19 | 2020-12-16 | $29,766 | $12,259 | $17,507 | $17,507 |
| ROSS STORES INC COM | P | 2020-07-31 | 2020-11-11 | $8,715 | $7,142 | $1,573 | $1,573 |
| ROSS STORES INC COM | P | 2020-07-31 | 2020-12-16 | $24,526 | $19,194 | $5,332 | $5,332 |
| S&P GLOBAL INC COM | P | 2016-09-19 | 2020-11-11 | $43,892 | $8,634 | $35,258 | $35,258 |
| S&P GLOBAL INC COM | P | 2016-09-19 | 2020-12-16 | $33,974 | $6,973 | $27,001 | $27,001 |
| SCHLUMBERGER LTD COM COM | P | 2016-09-19 | 2020-03-17 | $32,160 | $206,994 | -$174,834 | -$174,834 |
| SCHLUMBERGER LTD COM COM | P | 2016-12-09 | 2020-03-17 | $10,022 | $62,684 | -$52,662 | -$52,662 |
| SCHLUMBERGER LTD COM COM | P | 2017-10-02 | 2020-03-17 | $5,848 | $29,971 | -$24,123 | -$24,123 |
| SCHLUMBERGER LTD COM COM | P | 2017-10-03 | 2020-03-17 | $7,294 | $37,381 | -$30,087 | -$30,087 |
| SCHLUMBERGER LTD COM COM | P | 2018-11-01 | 2020-03-17 | $8,104 | $30,899 | -$22,795 | -$22,795 |
| SCHLUMBERGER LTD COM COM | P | 2019-01-02 | 2020-03-17 | $25,312 | $69,812 | -$44,500 | -$44,500 |
| TEXAS INSTRUMENTS INC COM | P | 2018-11-01 | 2020-08-13 | $34,264 | $24,058 | $10,206 | $10,206 |
| TEXAS INSTRUMENTS INC COM | P | 2016-09-19 | 2020-11-11 | $36,002 | $6,061 | $29,941 | $29,941 |
| TEXAS INSTRUMENTS INC COM | P | 2018-11-01 | 2020-11-11 | $23,177 | $14,435 | $8,742 | $8,742 |
| TEXAS INSTRUMENTS INC COM | P | 2016-09-19 | 2020-12-16 | $40,756 | $6,503 | $34,253 | $34,253 |
| THERMO FISHER CORP | P | 2020-03-17 | 2020-11-11 | $48,145 | $30,681 | $17,464 | $17,464 |
| THERMO FISHER CORP | P | 2017-10-03 | 2020-11-20 | $11,316 | $4,760 | $6,556 | $6,556 |
| THERMO FISHER CORP | P | 2020-03-17 | 2020-11-20 | $88,714 | $58,956 | $29,758 | $29,758 |
| THERMO FISHER CORP | P | 2017-07-11 | 2020-12-16 | $42,082 | $16,047 | $26,035 | $26,035 |
| TJX COS INC COM NEW | P | 2017-09-29 | 2020-11-11 | $28,414 | $17,027 | $11,387 | $11,387 |
| TJX COS INC COM NEW | P | 2017-09-29 | 2020-12-16 | $30,809 | $17,027 | $13,782 | $13,782 |
| TRANSDIGM GROUP INC COM | P | 2020-04-08 | 2020-11-11 | $21,937 | $11,834 | $10,103 | $10,103 |
| UNION PAC CORP COM | P | 2016-09-19 | 2020-11-11 | $15,720 | $3,143 | $12,577 | $12,577 |
| UNION PAC CORP COM | P | 2017-12-18 | 2020-11-11 | $9,472 | $6,222 | $3,250 | $3,250 |
| UNION PAC CORP COM | P | 2020-12-08 | 2020-12-16 | $32,127 | $32,876 | -$749 | -$749 |
| UNITEDHEALTH GROUP INC COM | P | 2018-11-01 | 2020-08-13 | $47,903 | $39,321 | $8,582 | $8,582 |
| UNITEDHEALTH GROUP INC COM | P | 2016-09-19 | 2020-11-11 | $39,172 | $11,320 | $27,852 | $27,852 |
| UNITEDHEALTH GROUP INC COM | P | 2018-11-01 | 2020-11-11 | $17,806 | $13,107 | $4,699 | $4,699 |
| UNITEDHEALTH GROUP INC COM | P | 2016-09-19 | 2020-12-16 | $30,360 | $9,262 | $21,098 | $21,098 |
| US BANCORP | P | 2016-09-19 | 2020-03-17 | $125,745 | $113,786 | $11,959 | $11,959 |
| VERISK ANALYTICS INC COM USD0.001 | P | 2019-11-12 | 2020-11-11 | $33,440 | $23,498 | $9,942 | $9,942 |
| VERISK ANALYTICS INC COM USD0.001 | P | 2019-11-12 | 2020-12-16 | $29,509 | $20,734 | $8,775 | $8,775 |
| WATERS CORP COM | P | 2018-10-03 | 2020-12-16 | $36,678 | $29,094 | $7,584 | $7,584 |
| WELLS FARGO & CO NEW COM STK | P | 2016-09-19 | 2020-03-17 | $118,171 | $105,795 | $12,376 | $12,376 |
| WORKDAY INC CL A COM USD0.001 | P | 2019-10-08 | 2020-11-11 | $24,884 | $19,695 | $5,189 | $5,189 |
| WORKDAY INC CL A COM USD0.001 | P | 2019-10-08 | 2020-12-16 | $22,355 | $17,126 | $5,229 | $5,229 |
| YUM BRANDS INC COM | P | 2016-09-19 | 2020-12-16 | $12,934 | $6,444 | $6,490 | $6,490 |
| YUM BRANDS INC COM | P | 2016-12-27 | 2020-12-16 | $15,089 | $8,987 | $6,102 | $6,102 |
| MFC ISHARES CORE S&P MID-CAP ETF | P | 2019-01-18 | 2020-11-03 | $94,193 | $86,609 | $7,584 | $7,584 |
| MFC ISHARES TR CORE S&P SMALL-CAP ETF | P | 2019-01-18 | 2020-11-03 | $87,379 | $88,074 | -$695 | -$695 |
| 3M CO COM | P | 2019-09-19 | 2020-12-17 | $7,428 | $7,024 | $404 | $404 |
| 5TH 3RD BANCORP COM | P | 2019-09-19 | 2020-03-24 | $15,998 | $31,824 | -$15,826 | -$15,826 |
| ADOBE SYS INC COM | P | 2019-09-19 | 2020-12-17 | $13,822 | $7,872 | $5,950 | $5,950 |
| ADR NOKIA CORP SPONSORED ADR | P | 2019-09-19 | 2020-03-24 | $25,861 | $46,295 | -$20,434 | -$20,434 |
| ADR NOVO-NORDISK A S ADR | P | 2019-09-19 | 2020-12-11 | $13,520 | $10,120 | $3,400 | $3,400 |
| ADR NOVO-NORDISK A S ADR | P | 2019-09-19 | 2020-12-17 | $6,608 | $4,775 | $1,833 | $1,833 |
| ADVANCE AUTO PTS INC COM | P | 2019-09-19 | 2020-12-17 | $5,188 | $4,890 | $298 | $298 |
| AGILENT TECHNOLOGIES INC COM | P | 2019-12-16 | 2020-12-17 | $9,982 | $7,099 | $2,883 | $2,883 |
| ALBEMARLE CORP COM | P | 2019-09-19 | 2020-03-12 | $40,482 | $42,214 | -$1,732 | -$1,732 |
| ALEXANDRIA REAL ESTATE EQUITIES INC COM | P | 2020-03-27 | 2020-12-17 | $5,384 | $4,234 | $1,150 | $1,150 |
| ALPHABET INC CAP STK USD0.001 CL C | P | 2019-09-19 | 2020-12-17 | $35,159 | $24,781 | $10,378 | $10,378 |
| ALPHABET INC CAP STK USD0.001 CL C | P | 2019-09-19 | 2020-12-22 | $20,655 | $14,869 | $5,786 | $5,786 |
| AMERICAN EXPRESS CO | P | 2019-12-16 | 2020-05-29 | $24,437 | $31,524 | -$7,087 | -$7,087 |
| AMERICAN WTR WKS CO INC NEW COM | P | 2019-09-19 | 2020-12-17 | $5,173 | $4,163 | $1,010 | $1,010 |
| AMGEN INC COM | P | 2020-08-26 | 2020-12-17 | $8,239 | $9,015 | -$776 | -$776 |
| AMGEN INC COM | P | 2019-09-25 | 2020-12-22 | $8,204 | $7,294 | $910 | $910 |
| AMGEN INC COM | P | 2020-08-26 | 2020-12-22 | $1,774 | $2,003 | -$229 | -$229 |
| ANALOG DEVICES INC COM | P | 2019-09-19 | 2020-12-17 | $6,298 | $5,098 | $1,200 | $1,200 |
| AON PLC | P | 2019-09-19 | 2020-12-17 | $6,822 | $6,216 | $606 | $606 |
| APPLE INC COM STK | P | 2019-09-19 | 2020-12-17 | $40,198 | $17,245 | $22,953 | $22,953 |
| APPLIED MATERIALS INC COM | P | 2019-09-19 | 2020-12-11 | $11,751 | $6,986 | $4,765 | $4,765 |
| APPLIED MATERIALS INC COM | P | 2019-09-19 | 2020-12-17 | $6,854 | $4,037 | $2,817 | $2,817 |
| APTARGROUP INC COM | P | 2019-09-19 | 2020-12-17 | $6,380 | $5,659 | $721 | $721 |
| AVANGRID INC COM | P | 2019-09-19 | 2020-12-17 | $4,700 | $5,234 | -$534 | -$534 |
| BIOGEN INC COMMON STOCK | P | 2019-09-19 | 2020-08-26 | $9,997 | $8,491 | $1,506 | $1,506 |
| BIOGEN INC COMMON STOCK | P | 2019-09-19 | 2020-12-17 | $6,452 | $6,133 | $319 | $319 |
| BOOKING HLDGS INC COM | P | 2019-09-19 | 2020-05-29 | $9,758 | $12,351 | -$2,593 | -$2,593 |
| BOOKING HLDGS INC COM | P | 2019-09-19 | 2020-12-17 | $8,363 | $8,234 | $129 | $129 |
| CARLISLE COMPANIES INC COM | P | 2019-09-19 | 2020-03-19 | $6,642 | $8,001 | -$1,359 | -$1,359 |
| CARLISLE COMPANIES INC COM | P | 2019-09-19 | 2020-12-17 | $5,208 | $4,946 | $262 | $262 |
| CARRIER GLOBAL CORPORATION COM USD0.01 WI | P | 2020-12-11 | 2020-12-17 | $6,062 | $5,883 | $179 | $179 |
| CERNER CORP COM | P | 2020-05-29 | 2020-12-17 | $8,894 | $8,113 | $781 | $781 |
| CIENA CORP COM NEW | P | 2019-12-20 | 2020-12-17 | $7,972 | $6,907 | $1,065 | $1,065 |
| CITIGROUP INC COM NEW COM NEW | P | 2019-10-25 | 2020-12-17 | $11,969 | $14,658 | -$2,689 | -$2,689 |
| CME GROUP INC COM STK | P | 2019-09-19 | 2020-12-17 | $5,890 | $6,787 | -$897 | -$897 |
| COLGATE-PALMOLIVE CO COM | P | 2019-09-19 | 2020-12-17 | $5,311 | $4,398 | $913 | $913 |
| CROWN CASTLE INTL CORP NEW COM | P | 2019-09-19 | 2020-03-27 | $6,578 | $6,766 | -$188 | -$188 |
| CROWN CASTLE INTL CORP NEW COM | P | 2019-09-19 | 2020-09-10 | $18,787 | $16,632 | $2,155 | $2,155 |
| CROWN CASTLE INTL CORP NEW COM | P | 2019-09-19 | 2020-09-11 | $20,991 | $18,606 | $2,385 | $2,385 |
| CUMMINS INC | P | 2019-09-19 | 2020-12-17 | $8,018 | $5,840 | $2,178 | $2,178 |
| DANAHER CORP COM | P | 2019-09-19 | 2020-12-17 | $9,419 | $6,124 | $3,295 | $3,295 |
| ECOLAB INC COM STK USD1 | P | 2019-09-19 | 2020-05-29 | $8,456 | $7,864 | $592 | $592 |
| ECOLAB INC COM STK USD1 | P | 2019-09-19 | 2020-12-17 | $6,594 | $5,898 | $696 | $696 |
| EMERSON ELECTRIC CO COM | P | 2019-09-19 | 2020-02-03 | $5,473 | $4,890 | $583 | $583 |
| EMERSON ELECTRIC CO COM | P | 2019-10-25 | 2020-02-03 | $18,608 | $18,097 | $511 | $511 |
| EMERSON ELECTRIC CO COM | P | 2020-12-11 | 2020-12-17 | $8,051 | $8,190 | -$139 | -$139 |
| ESTEE LAUDER COMPANIES INC CL A USD0.01 | P | 2019-09-19 | 2020-08-26 | $12,597 | $11,203 | $1,394 | $1,394 |
| ESTEE LAUDER COMPANIES INC CL A USD0.01 | P | 2019-09-19 | 2020-12-17 | $6,861 | $5,022 | $1,839 | $1,839 |
| FIRST SOLAR INC COM | P | 2019-09-19 | 2020-12-17 | $14,043 | $10,338 | $3,705 | $3,705 |
| GILEAD SCIENCES INC | P | 2020-02-28 | 2020-12-17 | $176 | $204 | -$28 | -$28 |
| GILEAD SCIENCES INC | P | 2020-03-27 | 2020-12-17 | $7,344 | $9,238 | -$1,894 | -$1,894 |
| HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAP INC COM | P | 2019-09-19 | 2020-12-11 | $18,700 | $9,719 | $8,981 | $8,981 |
| HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAP INC COM | P | 2019-09-19 | 2020-12-17 | $14,890 | $7,253 | $7,637 | $7,637 |
| HOME DEPOT INC COM | P | 2019-09-19 | 2020-12-11 | $15,791 | $13,698 | $2,093 | $2,093 |
| HOME DEPOT INC COM | P | 2019-09-19 | 2020-12-17 | $10,360 | $8,676 | $1,684 | $1,684 |
| INTUIT COM | P | 2019-09-19 | 2020-12-17 | $13,568 | $9,722 | $3,846 | $3,846 |
| KEYCORP NEW COM | P | 2019-11-12 | 2020-03-30 | $16,841 | $30,711 | -$13,870 | -$13,870 |
| KIMBERLY-CLARK CORP COM | P | 2019-09-19 | 2020-12-17 | $8,961 | $8,857 | $104 | $104 |
| KIMBERLY-CLARK CORP COM | P | 2019-09-19 | 2020-12-22 | $8,610 | $8,723 | -$113 | -$113 |
| KS CY SOUTHN | P | 2019-09-19 | 2020-12-17 | $6,597 | $4,506 | $2,091 | $2,091 |
| MERCK & CO INC NEW COM | P | 2019-09-19 | 2020-12-17 | $11,838 | $12,446 | -$608 | -$608 |
| MICRON TECH INC COM | P | 2019-12-19 | 2020-12-17 | $12,832 | $9,702 | $3,130 | $3,130 |
| MICROSOFT CORP COM | P | 2019-09-19 | 2020-05-29 | $6,163 | $4,795 | $1,368 | $1,368 |
| MICROSOFT CORP COM | P | 2019-09-19 | 2020-12-11 | $18,988 | $12,692 | $6,296 | $6,296 |
| MICROSOFT CORP COM | P | 2019-09-19 | 2020-12-17 | $42,337 | $27,359 | $14,978 | $14,978 |
| MOHAWK INDS INC COM | P | 2019-09-19 | 2020-12-17 | $2,662 | $2,485 | $177 | $177 |
| MOHAWK INDS INC COM | P | 2019-11-12 | 2020-12-17 | $7,986 | $8,954 | -$968 | -$968 |
| MONDELEZ INTL INC COM | P | 2019-09-19 | 2020-12-17 | $8,541 | $8,150 | $391 | $391 |
| MORGAN STANLEY COM STK USD0.01 | P | 2019-09-19 | 2020-12-17 | $14,071 | $9,600 | $4,471 | $4,471 |
| NETFLIX INC COM STK | P | 2020-05-07 | 2020-12-17 | $7,411 | $6,111 | $1,300 | $1,300 |
| NEW YORK TIMES CO CL A ISIN #US6501111073 | P | 2019-09-25 | 2020-02-28 | $7,209 | $5,698 | $1,511 | $1,511 |
| NEW YORK TIMES CO CL A ISIN #US6501111073 | P | 2019-09-19 | 2020-12-17 | $5,810 | $3,352 | $2,458 | $2,458 |
| NEW YORK TIMES CO CL A ISIN #US6501111073 | P | 2019-09-25 | 2020-12-17 | $745 | $438 | $307 | $307 |
| ORACLE CORP COM | P | 2019-09-19 | 2020-09-10 | $18,972 | $17,703 | $1,269 | $1,269 |
| ORACLE CORP COM | P | 2019-09-19 | 2020-09-11 | $15,043 | $13,852 | $1,191 | $1,191 |
| PEPSICO INC COM | P | 2019-09-19 | 2020-08-26 | $31,216 | $30,625 | $591 | $591 |
| PNC FINANCIAL SERVICES GROUP COM STK | P | 2020-12-11 | 2020-12-17 | $9,216 | $9,139 | $77 | $77 |
| PORTLAND GENERAL ELECTRIC CO COM NEW COMNEW | P | 2019-09-19 | 2020-02-28 | $10,300 | $10,690 | -$390 | -$390 |
| PORTLAND GENERAL ELECTRIC CO COM NEW COMNEW | P | 2019-09-19 | 2020-03-27 | $29,775 | $34,546 | -$4,771 | -$4,771 |
| PROCTER & GAMBLE COM NPV | P | 2020-06-25 | 2020-12-11 | $16,273 | $14,059 | $2,214 | $2,214 |
| PROCTER & GAMBLE COM NPV | P | 2020-05-29 | 2020-12-17 | $6,366 | $5,301 | $1,065 | $1,065 |
| PROCTER & GAMBLE COM NPV | P | 2020-06-25 | 2020-12-17 | $1,661 | $1,406 | $255 | $255 |
| PVH CORP COM USD1 | P | 2019-09-19 | 2020-12-17 | $5,661 | $5,204 | $457 | $457 |
| REGENERON PHARMACEUTICALS INC COM | P | 2019-09-19 | 2020-02-25 | $17,937 | $11,460 | $6,477 | $6,477 |
| REGENERON PHARMACEUTICALS INC COM | P | 2019-09-19 | 2020-12-17 | $5,921 | $3,438 | $2,483 | $2,483 |
| ROYAL CARIBBEAN GROUP COM STK | P | 2019-09-19 | 2020-03-19 | $7,258 | $36,958 | -$29,700 | -$29,700 |
| SALESFORCE COM INC COM STK | P | 2020-09-10 | 2020-12-17 | $5,415 | $6,009 | -$594 | -$594 |
| T ROWE PRICE GROUP INC | P | 2019-09-19 | 2020-12-17 | $8,781 | $6,732 | $2,049 | $2,049 |
| TARGET CORP COM STK | P | 2019-12-16 | 2020-12-17 | $11,579 | $8,587 | $2,992 | $2,992 |
| TJX COS INC COM NEW | P | 2019-09-19 | 2020-12-17 | $6,714 | $5,650 | $1,064 | $1,064 |
| TOPBUILD CORP COM | P | 2020-09-10 | 2020-12-17 | $7,260 | $5,953 | $1,307 | $1,307 |
| UNITEDHEALTH GROUP INC COM | P | 2019-09-19 | 2020-03-19 | $44,023 | $47,029 | -$3,006 | -$3,006 |
| VERIZON COMMUNICATIONS COM | P | 2019-09-19 | 2020-12-17 | $16,383 | $16,441 | -$58 | -$58 |
| VISA INC COM CL A STK | P | 2019-09-19 | 2020-12-17 | $21,544 | $17,960 | $3,584 | $3,584 |
| VMWARE INC CL A COM CL A COM | P | 2020-09-11 | 2020-12-17 | $4,700 | $4,530 | $170 | $170 |
| WABTEC CORP COM | P | 2019-11-12 | 2020-12-17 | $7,295 | $7,907 | -$612 | -$612 |
| WALT DISNEY CO | P | 2019-09-19 | 2020-05-07 | $14,065 | $18,007 | -$3,942 | -$3,942 |
| WALT DISNEY CO | P | 2019-09-19 | 2020-12-17 | $10,326 | $8,003 | $2,323 | $2,323 |
| WATERS CORP COM | P | 2019-09-19 | 2020-12-17 | $6,536 | $5,948 | $588 | $588 |
| WEYERHAEUSER CO COM | P | 2019-09-19 | 2020-06-25 | $31,562 | $41,121 | -$9,559 | -$9,559 |
| CVS HEALTH CORP 4.1% DUE 03-25-2025 | P | 2018-10-16 | 2020-12-22 | $56,854 | $49,533 | $7,321 | $7,321 |
| CVS HEALTH CORP 4.1% DUE 03-25-2025 | P | 2020-04-15 | 2020-12-22 | $34,112 | $33,069 | $1,043 | $1,043 |
| JPMORGAN CHASE & 4.5% DUE 01-24-2022 | P | 2020-04-20 | 2020-09-21 | $47,610 | $46,799 | $811 | $811 |
| LOCKHEED MARTIN 3.35 DUE 09-15-2021 | P | 2019-09-09 | 2020-06-16 | $22,792 | $22,423 | $369 | $369 |
| MEDTRONIC INC 3.15% DUE 03-15-2022 | P | 2018-10-11 | 2020-10-29 | $33,235 | $32,599 | $636 | $636 |
| WASTE MGMT INC DEL FIXED 2.95% 06-15-2024 | P | 2019-07-19 | 2020-07-20 | $25,250 | $25,250 | $0 | $0 |
| INDIANA BD BK REV 1.887% 02-01-2020 BEO TAXABLE | P | 2018-11-14 | 2020-02-03 | $105,000 | $105,000 | $0 | $0 |
| JACKSON TENN HOSP REV 3.761% 04-01-2020 BEO TAXABLE | P | 2018-11-09 | 2020-04-01 | $65,000 | $65,000 | $0 | $0 |
| ABBVIE INC 2.9% DUE 11-06-2022 | P | 2018-10-16 | 2020-01-15 | $56,207 | $53,802 | $2,405 | $2,405 |
| BANK AMER CORP BDS 4 04-01-2024 | P | 2018-10-16 | 2020-08-24 | $83,666 | $75,227 | $8,439 | $8,439 |
| CISCO SYS INC 2.2% DUE 02-28-2021 | P | 2020-04-20 | 2020-06-03 | $136,759 | $136,397 | $362 | $362 |
| LOCKHEED MARTIN 3.35 DUE 09-15-2021 | P | 2019-09-09 | 2020-12-08 | $28,640 | $28,277 | $363 | $363 |
| TJX COS INC 2.75 DUE 06-15-2021 | P | 2020-04-14 | 2020-12-08 | $100,819 | $100,563 | $256 | $256 |
| TORONTO-DOMINION 2.125% DUE 04-07-2021 | P | 2018-10-05 | 2020-01-13 | $40,164 | $39,422 | $742 | $742 |
| TORONTO-DOMINION 2.125% DUE 04-07-2021 | P | 2018-10-05 | 2020-12-04 | $40,244 | $39,838 | $406 | $406 |
| UNITEDHEALTH GROUP INC 2.875 DUE 03-15-2022 REG | P | 2018-10-16 | 2020-01-13 | $81,542 | $79,079 | $2,463 | $2,463 |
| VERIZON COMMUNICATIONS 5.15 BDS DUE 09-15-2023 USD2000 REG | P | 2018-10-09 | 2020-09-16 | $56,772 | $51,996 | $4,776 | $4,776 |
| VERIZON COMMUNICATIONS 5.15 BDS DUE 09-15-2023 USD2000 REG | P | 2020-04-27 | 2020-09-16 | $34,063 | $33,635 | $428 | $428 |
| WESTPAC BKG 2% DUE 08-19-2021 | P | 2018-10-05 | 2020-12-04 | $80,966 | $79,178 | $1,788 | $1,788 |
| UNITED STATES OF AMER TREAS BD 2.375% 5-15-2027 | P | 2019-02-11 | 2020-03-12 | $44,402 | $39,294 | $5,108 | $5,108 |
| UNITED STATES OF AMER TREAS BD 2.375% 5-15-2027 | P | 2019-02-11 | 2020-03-12 | $16,719 | $14,735 | $1,984 | $1,984 |
| UNITED STATES OF AMER TREAS BD 2.375% 5-15-2027 | P | 2019-02-11 | 2020-03-18 | $54,041 | $49,117 | $4,924 | $4,924 |
| UNITED STATES OF AMER TREAS BOND 3.125% 11-15-2028 | P | 2019-04-04 | 2020-12-17 | $59,146 | $52,192 | $6,954 | $6,954 |
| UNITED STATES OF AMER TREAS BOND 3.125% 11-15-2028 | P | 2020-01-15 | 2020-12-17 | $59,146 | $55,008 | $4,138 | $4,138 |
| UNITED STATES OF AMERICA TBOND 1.75% 11-15-2029 | P | 2020-07-07 | 2020-08-25 | $38,507 | $38,512 | -$5 | -$5 |
| UNITED STATES OF AMERICA TBOND 1.75% 11-15-2029 | P | 2020-07-28 | 2020-08-25 | $44,008 | $44,300 | -$292 | -$292 |
| UNITED STATES OF AMERICA TBOND 1.75% 11-15-2029 | P | 2020-05-11 | 2020-09-17 | $38,592 | $38,223 | $369 | $369 |
| UNITED STATES OF AMERICA TBOND 1.75% 11-15-2029 | P | 2020-07-07 | 2020-09-17 | $99,236 | $98,972 | $264 | $264 |
| UNITED STATES TREAS 2.25% DUE 02-15-2027 REG | P | 2018-10-05 | 2020-03-06 | $33,239 | $28,238 | $5,001 | $5,001 |
| UNITED STATES TREAS NTS 1.625% DUE 05-15-2026 | P | 2020-08-18 | 2020-12-17 | $53,180 | $53,391 | -$211 | -$211 |
| UNITED STATES TREAS NTS DTD 02/28/2014 2% DUE 02-28-2021 REG | P | 2018-10-05 | 2020-07-06 | $106,251 | $104,364 | $1,887 | $1,887 |
| UNITED STATES TREAS NTS DTD 05/15/2014 2.5% DUE 05-15-2024 REG | P | 2018-11-15 | 2020-03-06 | $43,150 | $39,282 | $3,868 | $3,868 |
| UNITED STATES TREAS NTS DTD 05/15/2014 2.5% DUE 05-15-2024 REG | P | 2018-11-15 | 2020-03-12 | $69,801 | $63,837 | $5,964 | $5,964 |
| UNITED STATES TREAS NTS DTD 08/15/2015 2% DUE 08-15-2025 REG | P | 2018-10-05 | 2020-01-15 | $112,075 | $103,520 | $8,555 | $8,555 |
| UNITED STATES TREAS NTS TREAS NTS 2% DUE11-30-2020 REG | P | 2018-11-15 | 2020-06-18 | $50,412 | $49,810 | $602 | $602 |
| UNITED STATES TREAS NTS TREAS NTS 2% DUE11-30-2020 REG | P | 2020-05-11 | 2020-06-18 | $90,742 | $90,760 | -$18 | -$18 |
| US TREAS NTS DTD 00363 2.125 DUE 08-15-2021 REG | P | 2018-10-05 | 2020-09-17 | $106,903 | $104,206 | $2,697 | $2,697 |
| US TREASURY N/B 2.375% 05-15-2029 | P | 2019-06-13 | 2020-03-18 | $59,950 | $56,226 | $3,724 | $3,724 |
| US TREASURY N/B 2.375% 05-15-2029 | P | 2019-09-11 | 2020-03-18 | $49,050 | $47,367 | $1,683 | $1,683 |
| UTD STATES TREAS 2% DUE 05-31-2021 | P | 2018-10-05 | 2020-07-29 | $30,468 | $29,763 | $705 | $705 |
| UTD STATES TREAS 2% DUE 05-31-2021 | P | 2018-10-05 | 2020-09-17 | $75,987 | $74,502 | $1,485 | $1,485 |
| UTD STATES TREAS 2% DUE 10-31-2021 | P | 2020-05-11 | 2020-12-17 | $360,838 | $360,576 | $262 | $262 |
| WASH SALE | P | $3,232 | $3,232 | $3,232 | |||
| TIFF MAF | P | 2000-01-01 | 2020-12-31 | $21,928,481 | $21,829,873 | $98,608 | $98,608 |
| CAPITAL GAINS DIVIDENDS | P | $182,579 | $182,579 | $182,579 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,904,699 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $83,227 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $83,227 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $83,227 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $66,620 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $66,620 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $206 | EsPenaltyAmt |
| Tax Due | $16,813 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WCGMF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2032303330 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2319 WHITNEY AVENUE NO 2B | AddressLine1Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06518 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM C GRAUSTEIN | |||||||||
| ONE HAMDEN CENTER SUITE 2B 2319 | WHITNEY AVENUE | HAMDEN | CT | 06518 | TRUSTEE | 5.00 | $6,024 | $0 | $0 |
| BENJAMIN R SHUTE JR | |||||||||
| ONE HAMDEN CENTER SUITE 2B 2319 | WHITNEY AVENUE | HAMDEN | CT | 06518 | TRUSTEE | 3.00 | $31,100 | $0 | $0 |
| LISA GRAUSTEIN | |||||||||
| ONE HAMDEN CENTER SUITE 2B 2319 | WHITNEY AVENUE | HAMDEN | CT | 06518 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| BARBARA TINNEY | |||||||||
| ONE HAMDEN CENTER SUITE 2B 2319 | WHITNEY AVENUE | HAMDEN | CT | 06518 | TRUSTEE | 2.00 | $11,600 | $0 | $0 |
| JESSICA SAGER | |||||||||
| ONE HAMDEN CENTER SUITE 2B 2319 | WHITNEY AVENUE | HAMDEN | CT | 06518 | TRUSTEE | 2.00 | $12,200 | $0 | $0 |
| ANGELICA MATOS | |||||||||
| ONE HAMDEN CENTER SUITE 2B 2319 | WHITNEY AVENUE | HAMDEN | CT | 06518 | TRUSTEE | 2.00 | $4,900 | $0 | $0 |
| LAURA A BERRY | |||||||||
| ONE HAMDEN CENTER SUITE 2B 2319 | WHITNEY AVENUE | HAMDEN | CT | 06518 | TRUSTEE | 2.00 | $31,800 | $0 | $0 |
| R DAVID ADDAMS | |||||||||
| ONE HAMDEN CENTER SUITE 2B 2319 | WHITNEY AVENUE | HAMDEN | CT | 06518 | EXECUTIVE DIRECTOR | 50.00 | $270,511 | $69,711 | $0 |
| LUCAS CODOGNOLLA | |||||||||
| ONE HAMDEN CENTER SUITE 2B 2319 | WHITNEY AVENUE | HAMDEN | CT | 06518 | TRUSTEE | 2.00 | $21,300 | $0 | $0 |
| ANNA BLANDING | |||||||||
| ONE HAMDEN CENTER SUITE 2B 2319 | WHITNEY AVENUE | HAMDEN | CT | 06518 | TRUSTEE | 5.00 | $33,500 | $0 | $0 |
| CONSTANCE ROYSTER | |||||||||
| ONE HAMDEN CENTER SUITE 2B 2319 | WHITNEY AVENUE | HAMDEN | CT | 06518 | TRUSTEE | 5.00 | $25,700 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM JOHNSON | ||||||||
| ONE HAMDEN CENTER2B2319 WHITNEY AVE | HAMDEN | CT | 06158 | DIR. OF EDUCATION ST | 40.00 | $177,230 | $17,723 | $74,167 |
| CARMEN SIBERON | ||||||||
| ONE HAMDEN CENTER2B2319 WHITNEY AVE | HAMDEN | CT | 06158 | SENIOR PROGRAM OFFIC | 40.00 | $180,418 | $18,042 | $10,176 |
| RAQUEL SANTIAGO-MARTINEZ | ||||||||
| ONE HAMDEN CENTER2B2319 WHITNEY AVE | HAMDEN | CT | 06158 | DIRECTOR OF FINANCE | 40.00 | $132,994 | $13,299 | $46,140 |
| JANEE WOODS | ||||||||
| ONE HAMDEN CENTER2B2319 WHITNEY AVE | HAMDEN | CT | 06158 | DIRECTOR-ORG. CULTUR | 40.00 | $140,341 | $14,034 | $32,292 |
| PRISCILLA FAUSTINI | ||||||||
| ONE HAMDEN CENTER2B2319 WHITNEY AVE | HAMDEN | CT | 06518 | DIR OF OPERATIONS - | 40.00 | $110,247 | $11,025 | $37,752 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES | |||||
| 100 SUMMER STREET | BOSTON | MA | 02110 | INVESTMENT ADVISORS | $224,867 |
| LAUNCH CONSULTING LLC | |||||
| 43 DORRANCE PLACE | HAMDEN | CT | 06518 | CONSULTING | $163,400 |
| T M BYXBEE COMPANY PC | |||||
| 2319 WHITNEY AVENUE | HAMDEN | CT | 06518 | ACCOUNTING | $105,900 |
| REAP UNLIMITED | |||||
| PO BOX 453 | MOSSYROCK | WA | 95864 | CONSULTING | $74,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROGRAMS TO:BUILD ASSETS WITHIN CHILDREN'S HOMES, SCHOOLS, NEIGHBORHOODS, AND SOCIETY TO REVERSE THE EFFECTS OF STRUCTURAL RACISM AND POVERTY.INVEST IN A SMALL NUMBER OF HIGHLY DISTRESSED NEIGHBORHOODS AS THE CENTER OF OUR WORK AGAINST POVERTY AND RACISM.SUPPORT PEOPLE MOST AFFECTED, ESPECIALLY PARENTS, TO NAVIGATE AND CHANGE THE BARRIERS THEY SEE.PROMOTE GREATER AWARENESS AND UNDERSTANDING OF THE DISPARITIES RESULTING FROM STRUCTURAL RACISM, THE EFFECTS OF POVERTY AND THE INTERSECTION OF THE TWO.ENCOURAGE HEALING IN OUR SOCIETY BY SUPPORTING DIALOGUE, ACTION, POLICIES AND PRACTICES THAT ADVANCE RACIAL AND ECONOMIC EQUITY. | Description1Txt |
| Expenses1 | $124,502 | Expenses1Amt |
| Description2 | COMMUNITY LEADERSHIP PROGRAMSTHE COMMUNITY LEADERSHIP PROGRAMS OFFER NONPROFIT STAFF, VOLUNTEERS, BOARD MEMBERS AND MEMBERS OF THE GREATER NEW HAVEN COMMUNITY OPPORTUNITIES TO LEARN ABOUT AND DISCUSS IMPORTANT ISSUES. THROUGH MEETINGS, FULL DAY SEMINARS, AND YEAR-LONG LEADERSHIP TRAINING, PARTICIPANTS BUILD SKILLS AND DEVELOP A NETWORK OF LEADERS WITHIN THE COMMUNITY, WORKING ON CRITICAL SOCIAL ISSUES. | Description2Txt |
| Expenses2 | $254,098 | Expenses2Amt |
| Description3 | NO-COST MEETING SPACE FOR CONNECTICUT NONPROFITSTHE MEMORIAL FUND PROVIDES MEETING SPACE FOR NONPROFIT ORGANIZATIONS, AT NO OR LOW COST TO THEM, IN ORDER TO BRING PEOPLE TOGETHER FOR TRAINING, CONSULTATION, PLANNING, PROGRAM OVERSIGHT, EVALUATION AND OTHER ACTIVITIES THAT IMPROVE THE STATUS OF CHILDREN AND FAMILIES IN CONNECTICUT. | Description3Txt |
| Expenses3 | $88,840 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AMALGAMATED BANK - CD | Description1Txt |
| Expenses1 | $100,000 | Expenses1Amt |
| Description2 | CARVER BANK - CD | Description2Txt |
| Expenses2 | $100,000 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $700,000 | AllOtherProgramRltdInvstTotAmt |
| Total | $900,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $46,324,153 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,656,921 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $70,181,194 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $119,162,268 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $119,162,268 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,787,434 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $117,374,834 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,868,742 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,868,742 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $83,227 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $9,123 | IncomeTaxAmt |
| Total Tax | $92,350 | TotalTaxAmt |
| Distributable Before Adj | $5,776,392 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,776,392 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,776,392 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,573,362 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $900,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $7,985 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $10,481,347 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,481,347 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,776,392 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $480,304 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $552,569 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,217,972 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $982,236 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,233,081 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,481,347 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,776,392 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,704,955 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $8,938,036 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $480,304 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,457,732 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $552,569 | ExcessFromYear3Amt |
| Excess From Year2 | $2,217,972 | ExcessFromYear2Amt |
| Excess From Year1 | $982,236 | ExcessFromYear1Amt |
| Excess From Current Year | $4,704,955 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM C GRAUSTEIN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | R DAVID ADDAMSEXECUTIVE DIRECTOR WI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 HAMDEN CENTER SUITE 2B 2319 | AddressLine1Txt |
| Address Line2 | WHITNEY AVE | AddressLine2Txt |
| City | HAMDEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06518 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2032303330 | RecipientPhoneNum |
| Form And Info And Materials | A BRIEF LETTER SHOULD INCLUDE A PROBLEM AND OPPORTUNITY STATEMENT, THE METHODS FOR ADDRESSING THE PROBLEM, AND ITS PROPOSED SOLUTION. ENCLOSE A CURRENT COPY OF IRS 501(C)(3) DETERMINATION LETTER. AFTER THE LETTER IS REVIEWED, AN APPLICATION FORM IS PROVIDED, WHEN APPROPRIATE, FOR COMPLETION BY THE APPLICANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO ESTABLISHED DEADLINE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE MEMORIAL FUND WILL MAKE GRANTS TO SUPPORT THEIR MISSION TO ACHIEVE EQUITY IN EDUCATION BY WORKING WITH THOSE AFFECTED AND INSPIRING ALL TO END RACISM AND POVERTY. GRANTS ARE NOT MADE TO ORGANIZATIONS THAT ARE NOT RECOGNIZED AS 501(C)(3), INDIVIDUALS, RELIGIOUS ORGANIZATIONS FOR SECTARIAN PURPOSES, CAPITAL CAMPAIGNS, POLITICAL CAUSES AND ACTIVITIES, AND SCHOLARSHIPS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (340 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A BETTER WAY FOUNDATION ABWF INC | |||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | UNRESTRICTED SUPPORT OF THE ANTI-RACISM TEACHING AND LEARNING COLLECTIVE | $10,000 | |
| A BETTER WAY FOUNDATION ABWF INC | |||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | HEARING YOUTH VOICES- YOUTH ORGANIZING PROGRAM | $100,000 | |
| A BETTER WAY FOUNDATION ABWF INC | |||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT FOR HEARING YOUTH VOICES | $20,000 | |
| A BETTER WAY FOUNDATION ABWF INC | |||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | CT CORE ORGANIZE NOW MUTUAL AID SUPPORT | $50,000 | |
| A BETTER WAY FOUNDATION ABWF INC | |||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | GENERAL OPERATING SUPPORT FOR HEARING YOUTH VOICES | $50,000 | |
| A BETTER WAY FOUNDATION ABWF INC | |||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | CTCORE-ORGANIZE NOW GENERAL SUPPORT | $50,000 | |
| A BETTER WAY FOUNDATION ABWF INC | |||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | STEP UP NEW LONDON | $42,500 | |
| A BETTER WAY FOUNDATION ABWF INC | |||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | STEP UP NEW LONDON | $42,500 | |
| A BETTER WAY FOUNDATION ABWF INC | |||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | HARTFORD MUTUAL AID GENERAL SUPPORT | $40,000 | |
| A BETTER WAY FOUNDATION ABWF INC | |||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | CT BLACK AND BROWN STUDENTS UNION: CONNECTION, CONVENING, COHESION | $37,500 | |
| A BETTER WAY FOUNDATION ABWF INC | |||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | GENERAL OPERATING SUPPORT FOR CT CORE-ORGANIZE NOW | $25,000 | |
| A BETTER WAY FOUNDATION ABWF INC | |||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | CT BLACK AND BROWN STUDENTS UNION: CONNECTING THE DOTS | $25,000 | |
| A BETTER WAY FOUNDATION ABWF INC | |||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT FOR STEP UP NEW LONDON | $20,000 | |
| A BETTER WAY FOUNDATION ABWF INC | |||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | SOCIAL SUPPORT NETWORK | $9,750 | |
| A BETTER WAY FOUNDATION ABWF INC | |||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT FOR CTCORE | $20,000 | |
| A BETTER WAY FOUNDATION ABWF INC | |||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT FOR CT BLACK AND BROWN STUDENTS UNION | $20,000 | |
| A BETTER WAY FOUNDATION ABWF INC | |||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | HYV COVID-19 EMERGENCY FUND | $4,000 | |
| A BETTER WAY FOUNDATION ABWF INC | |||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | CT CORE MUTUAL AID NETWORK SUPPORT | $10,000 | |
| A BETTER WAY FOUNDATION ABWF INC | |||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | BBSU QUARANTEEN 2020, YOUTH STORIES IN COVID 19 | $2,000 | |
| A BETTER WAY FOUNDATION ABWF INC | |||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | NEW LONDON MUTUAL AID GENERAL SUPPORT | $10,000 | |
| A BETTER WAY FOUNDATION ABWF INC | |||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | SUNL EMERGENCY RELIEF PROGRAM | $10,000 | |
| A BETTER WAY FOUNDATION ABWF INC | |||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | MUTUAL AID HARTFORD CRISIS RESPONSE | $10,000 | |
| ACCESS EDUCATIONAL SERVICES INC | |||||||
| PO BOX 397 | BRIDGEPORT | CT | 066010397 | PC | INTERUPTIONS LLC | $10,000 | |
| ACHIEVE HARTFORD | |||||||
| 1429 PARK UNIT 114 | HARTFORD | CT | 06106 | PC | RACIAL ADVOCATES FOR CROSS-CULTURAL EDUCATION - RACIAL INEQUALITY IN GREATER WATERBURY | $30,000 | |
| ACHIEVE HARTFORD | |||||||
| 1429 PARK UNIT 114 | HARTFORD | CT | 06106 | PC | RACIAL ADVOCATES FOR CROSS-CULTURAL EDUCATION - CURATING COMMUNITY POWER AND RESILIENCE TO ADDRESS RACIAL INEQUALITY IN GREATER WATERBURY | $37,500 | |
| ACHIEVE HARTFORD | |||||||
| 1429 PARK UNIT 114 | HARTFORD | CT | 06106 | PC | COVID_19 RESPONSE TO WATERBURY SCHOOL CLOSURES | $4,000 | |
| ACHIEVE HARTFORD | |||||||
| 1429 PARK UNIT 114 | HARTFORD | CT | 06106 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT FOR RACIAL ADVOCATES FOR CROSS-CULTURAL EDUCATION (RACCE) | $10,000 | |
| ALL OUR KIN INC | |||||||
| PO BOX 8477 | NEW HAVEN | CT | 06530 | PC | LIVING THE VALUES OF EQUITY, INCLUSION, AND DIVERSITY | $50,000 | |
| ALL OUR KIN INC | |||||||
| PO BOX 8477 | NEW HAVEN | CT | 06530 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT | $20,000 | |
| ALL OUR KIN INC | |||||||
| PO BOX 8477 | NEW HAVEN | CT | 06530 | PC | ALL OUR KIN COVID-19 EMERGENCY RELIEF FUND | $10,000 | |
| AMISTAD CENTER FOR ART & CULTURE INC | |||||||
| 600 MAIN STREET | HARTFORD | CT | 061032911 | PC | JUNETEENTH CELEBRATION | $1,000 | |
| AMISTAD UNITED CHURCH OF CHRIST INC | |||||||
| PO BOX 340292 | HARTFORD | CT | 06134 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT FOR MORAL MONDAY CT | $20,000 | |
| AMISTAD UNITED CHURCH OF CHRIST INC | |||||||
| PO BOX 340292 | HARTFORD | CT | 06134 | PC | MORAL MONDAY COVID-19 RAPID RESPONSE | $5,000 | |
| AMISTAD UNITED CHURCH OF CHRIST INC | |||||||
| PO BOX 340292 | HARTFORD | CT | 06134 | PC | MORAL MONDAY | $50,000 | |
| AMISTAD UNITED CHURCH OF CHRIST INC | |||||||
| PO BOX 340292 | HARTFORD | CT | 06134 | PC | GENERAL OPERATING SUPPORT FOR MORAL MONDAY | $25,000 | |
| ARTS COUNCIL OF GREATER NEW HAVEN INC | |||||||
| 70 AUDUBON STREET 2 | NEW HAVEN | CT | 065101248 | PC | PARTY AT THE POLLS | $3,000 | |
| ARTS COUNCIL OF GREATER NEW HAVEN INC | |||||||
| 70 AUDUBON STREET 2 | NEW HAVEN | CT | 065101248 | PC | ONE VILLAGE HEALING: COMMUNITY WELLNESS INITIATIVE | $5,000 | |
| ARTS COUNCIL OF GREATER NEW HAVEN INC | |||||||
| 70 AUDUBON STREET 2 | NEW HAVEN | CT | 065101248 | PC | INTERRUPTIONS DISRUPTING THE SILENCE | $2,000 | |
| BALL HEADZ INC | |||||||
| 211 4TH ST | MERIDEN | CT | 064517606 | PC | THE BRF RAPID RESPONSE PROJECT (PROVIDING SUPPORT AND OPPORTUNITY IN THE CHAOS) | $1,000 | |
| BHCARE INC | |||||||
| 435 EAST MAIN STREET | ANSONIA | CT | 06401 | PC | DOMESTIC VIOLENCE SHELTER CAPACITY INITIATIVE | $5,000 | |
| BOYS & GIRLS CLUB OF MERIDEN INC | |||||||
| 15 LINCOLN STREET | MERIDEN | CT | 064513132 | PC | REIMAGINE RACE PROJECT | $5,000 | |
| BOYS & GIRLS CLUB OF MERIDEN INC | |||||||
| 15 LINCOLN STREET | MERIDEN | CT | 064513132 | PC | MARTIN LUTHER KING/ALBERT OWENS ANNUAL BREAKFAST | $500 | |
| BOYS AND GIRLS VILLAGE INC | |||||||
| 528 WHEELERS FARMS RD | MILFORD | CT | 064611847 | PC | MEAL DELIVERY TO STUDENTS | $5,000 | |
| BRIDGEPORT GENERATION NOW | |||||||
| 930 MAIN STREET | BRIDGEPORT | CT | 06604 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT | $10,000 | |
| BRIDGEPORT GENERATION NOW | |||||||
| 930 MAIN STREET | BRIDGEPORT | CT | 06604 | PC | BRIDGEPORT MUTUAL AID GENERAL SUPPORT | $20,000 | |
| BRIDGEPORT GENERATION NOW | |||||||
| 930 MAIN STREET | BRIDGEPORT | CT | 06604 | PC | GENERAL SUPPORT | $12,500 | |
| BRIDGEPORT GENERATION NOW | |||||||
| 930 MAIN STREET | BRIDGEPORT | CT | 06604 | PC | BRIDGEPORT GENERATION NOW | $12,500 | |
| BRIDGEPORT GENERATION NOW | |||||||
| 930 MAIN STREET | BRIDGEPORT | CT | 06604 | PC | BRIDGEPORT MUTUAL AID | $10,000 | |
| BRIDGEPORT GENERATION NOW | |||||||
| 930 MAIN STREET | BRIDGEPORT | CT | 06604 | PC | THE 2020 CIVICS 101 WORKSHOP KICKOFF EVENT | $5,000 | |
| BRIDGEPORT HOSPITAL FOUNDATION INC | |||||||
| 267 GRANT ST | BRIDGEPORT | CT | 066102805 | PC | BRIDGEPORT HOSPITAL'S NORMA PFRIEM BREAST CENTER COVID-19 HELPING HANDS FUND | $5,000 | |
| BRIDGEPORT NEIGHBORHOOD TRUST INC | |||||||
| 570 STATE STREET | BRIDGEPORT | CT | 066044500 | PC | BNT COVID- 19 RESPONSE | $10,000 | |
| BRISTOL RECOVERY CLUB INC | |||||||
| 67 WEST ST | BRISTOL | CT | 06010 | PC | CLEAN HOUSE | $1,000 | |
| BUILDING ONE COMMUNITY | |||||||
| 75 SELLECK STREET | STAMFORD | CT | 06902 | PC | B1C COVID-19 RESPONSE: EMERGENCY FUND FOR LOW- INCOME IMMIGRANTS | $10,000 | |
| BUILDING ONE COMMUNITY | |||||||
| 75 SELLECK STREET | STAMFORD | CT | 06902 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT | $20,000 | |
| BUILDING ONE COMMUNITY | |||||||
| 75 SELLECK STREET | STAMFORD | CT | 06902 | PC | POWER (PARENTS ORGANIZED WILL EFFECT RESULTS) | $100,000 | |
| BURROUGHS COMMUNITY CENTER INC | |||||||
| 2470 FAIRFIELD AVENUE | BRIDGEPORT | CT | 066052647 | PC | PROVIDING OPPORTUNITIES AND MEETING THE NEEDS OF REFUGEES, IMMIGRANTS AND UNDERSERVED POPULATIONS IN BRIDGEPORT, CT DURING THE COVID-19 PANDEMIC. | $5,000 | |
| CAIR CT INC | |||||||
| 16 FORT ST | GROTON | CT | 063403904 | PC | KNOW YOUR RIGHTS TRAINING ON ANTI-SCHOOL BULLYING FOR MUSLIMS AND MINORITY CHILDREN | $5,000 | |
| CAROLINE HOUSE INC | |||||||
| 574 STILLMAN STREET | BRIDGEPORT | CT | 06608 | PC | COVID-19 EMERGENCY RELIEF FUND FOR GREATER BRIDGEPORT FAMILIES IN NEED | $5,000 | |
| CATHEDRAL OF HIGHER PRAISE CHURCH OF GOD OF PROPHECY INC | |||||||
| 155 GRAND AVE | NEW HAVEN | CT | 065133939 | PC | COVID-19 PANTRY | $2,000 | |
| CATHOLIC CHARITIES OF FAIRFIELD | |||||||
| 238 JEWETT AVENUE | BRIDGEPORT | CT | 066062845 | PC | FOOD RELIEF PORTION OF CATHOLIC CHARITIES OF FAIRFIELD COUNTY'S COVID RELIEF PROJECT | $10,000 | |
| CENTER FOR LEADERSHIP AND JUSTICE | |||||||
| 47 VINE STREET | HARTFORD | CT | 061122246 | PC | POWER TEAMS: JUSTICE THROUGH ORGANIZING | $100,000 | |
| CENTER FOR LEADERSHIP AND JUSTICE | |||||||
| 47 VINE STREET | HARTFORD | CT | 061122246 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT | $20,000 | |
| CHILD AND FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT INC | |||||||
| 255 HEMPSTEAD ST | NEW LONDON | CT | 063206204 | PC | CHILDREN FIRST: COVID-19 FOOD, HYGIENE PRODUCTS AND EMERGENCY SUPPLIES FOR GROTON FAMILIES | $5,000 | |
| CHILD AND FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT INC | |||||||
| 190 WESTBROOK RD | ESSEX | CT | 06426 | PC | FOOD INSECURITY IN COVID-19 | $5,000 | |
| CHILDRENS CENTER OF HAMDEN INC | |||||||
| 1400 WHITNEY AVE | HAMDEN | CT | 065172459 | PC | COVID-19 PPE SUPPLIES | $5,000 | |
| CHRISTIAN COMMUNITY ACTION | |||||||
| 168 DAVENPORT AVENUE | NEW HAVEN | CT | 06519 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT | $10,000 | |
| CHRISTIAN COMMUNITY ACTION | |||||||
| 168 DAVENPORT AVENUE | NEW HAVEN | CT | 06519 | PC | COVID-19 ESSENTIAL RESPONSE | $5,000 | |
| CHRISTIAN COMMUNITY ACTION | |||||||
| 168 DAVENPORT AVENUE | NEW HAVEN | CT | 06519 | PC | ADVANCING NEW HAVEN THROUGH ADVOCACY, EDUCATION, AND EMPOWERMENT | $20,000 | |
| CHRYSALIS CENTER INC | |||||||
| 255 HOMESTEAD AVENUE PO BOX 320613 | HARTFORD | CT | 061320613 | PC | FRESHPLACE: AN INNOVATIVE FOOD PANTRY | $5,000 | |
| CIRCLE OF CARE FOR FAMILIES WITH CANCER | |||||||
| 144 DANBURY RD | WILTON | CT | 068974437 | PC | LIFELINE EMERGENCY FUND | $5,000 | |
| CITYWIDE YOUTH COALITION INC | |||||||
| 928 CHAPEL STREET SUITE 201/202 | NEW HAVEN | CT | 06510 | PC | LIBERATION DAY MARCH/TEACH-IN | $5,000 | |
| CITYWIDE YOUTH COALITION INC | |||||||
| 928 CHAPEL STREET SUITE 201/202 | NEW HAVEN | CT | 06510 | PC | GENERAL OPERATING SUPPORT | $62,500 | |
| CITYWIDE YOUTH COALITION INC | |||||||
| 928 CHAPEL STREET SUITE 201/202 | NEW HAVEN | CT | 06510 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT | $20,000 | |
| CITYWIDE YOUTH COALITION INC | |||||||
| 928 CHAPEL STREET SUITE 201/202 | NEW HAVEN | CT | 06510 | PC | BLACK AND BROWN POWER EPICENTER- ANTI-RACIST MOVEMENT BUILDING | $100,000 | |
| CITYWIDE YOUTH COALITION INC | |||||||
| 928 CHAPEL STREET SUITE 201/202 | NEW HAVEN | CT | 06510 | PC | COPS OUT OF SCHOOLS CAMPAIGN | $5,000 | |
| CLICK INC | |||||||
| 41 CLUB ROAD | WINDHAM | CT | 06280 | PC | CLICK HOME GARDEN MENTORING PROGRAM | $5,000 | |
| CLIFFORD W BEERS GUIDANCE CLINIC INCORPORATED | |||||||
| 5 SCIENCE PARK | NEW HAVEN | CT | 065111966 | PC | FAMILY WELLNESS CENTER | $12,500 | |
| CLIFFORD W BEERS GUIDANCE CLINIC INCORPORATED | |||||||
| 5 SCIENCE PARK | NEW HAVEN | CT | 065111966 | PC | DISTRIBUTION OF STOP AND SHOP GIFT CARDS DUE TO COVID-19 | $5,000 | |
| CLIFFORD W BEERS GUIDANCE CLINIC INCORPORATED | |||||||
| 5 SCIENCE PARK | NEW HAVEN | CT | 065111966 | PC | FAMILY WELLNESS CENTER | $12,500 | |
| CLIFFORD W BEERS GUIDANCE CLINIC INCORPORATED | |||||||
| 5 SCIENCE PARK | NEW HAVEN | CT | 065111966 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT FOR THE FAMILY WELLNESS CENTER | $10,000 | |
| COLUMBIA CENTER FOR PUBLIC RESEARCH AND LEADERSHIP | |||||||
| 435 WEST 116TH STREET | NEW YORK | NY | 10027 | PC | THE SUPPORT OF THE CENTER FOR PUBLIC RESEARCH AND LEADERSHIP AND IT'S PROJECT TO DEVELOP A DISTANCE LEARNING GUIDE FOR PARENTS IN CONNECTICUT | $5,000 | |
| COLUMBUS HOUSE | |||||||
| PO BOX 7093 | NEW HAVEN | CT | 06519 | PC | COVID RESPONSE FOR THE NEW HAVEN SHELTER AND SERVICES PROGRAM | $10,000 | |
| COMMUNITY BONDS | |||||||
| PO BOX 593 | NEW HAVEN | CT | 06513 | PC | GENERAL OPERATING SUPPORT FOR CT BAIL FUND/ IMMIGRANT BAIL FUND | $37,500 | |
| COMMUNITY BONDS | |||||||
| PO BOX 593 | NEW HAVEN | CT | 06513 | PC | #SURVIVINGINSIDE DIRECT SUPPORT AND ORGANIZING | $10,000 | |
| COMMUNITY BONDS | |||||||
| PO BOX 593 | NEW HAVEN | CT | 06513 | PC | CT BAIL FUND GENERAL SUPPORT | $75,000 | |
| COMMUNITY BONDS | |||||||
| PO BOX 593 | NEW HAVEN | CT | 06513 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT FOR THE CT BAIL AND IMMIGRANT FUND | $20,000 | |
| COMMUNITY BONDS | |||||||
| PO BOX 593 | NEW HAVEN | CT | 06513 | PC | RESILIENCE BEHIND THE WALLS | $5,000 | |
| COMMUNITY DINING ROOM INC | |||||||
| 30 HARRISON AVENUE | BRANFORD | CT | 064053047 | PC | DAILY MEALS | $2,500 | |
| COMMUNITY ENGAGEMENT PARTNERS | |||||||
| PO BOX 471 | PICKERINGTON | OH | 43147 | PC | COMMUNITY ORGANIZER PIPELINE | $25,000 | |
| COMMUNITY FIRST SCHOOL INC | |||||||
| 2550 MAIN STREET | HARTFORD | CT | 061201936 | PC | FIGHTING STRUCTURED RACISM IN EDUCATION | $5,000 | |
| COMMUNITY FOUNDATION FOR GREATER NEW HAVEN | |||||||
| 70 AUDUBON STREET | NEW HAVEN | CT | 06510 | PC | SHARON M. CLEMONS "BUTTERFLIES" FUND AT COMMUNITY FOUNDATION FOR GREATER NEW HAVEN | $1,000 | |
| COMMUNITY FOUNDATION OF EASTERN CONNECTICUT | |||||||
| 68 FEDERAL STREET | NEW LONDON | CT | 063200769 | PC | UNRESTRICTED SUPPORT | $5,000 | |
| COMMUNITY FOUNDATION OF EASTERN CONNECTICUT | |||||||
| 68 FEDERAL STREET | NEW LONDON | CT | 063200769 | PC | TECHNOLOGY SUPPORT OF LOW INCOME YOUTH IN NORWICH | $10,000 | |
| COMMUNITY FOUNDATION OF EASTERN CONNECTICUT | |||||||
| 68 FEDERAL STREET | NEW LONDON | CT | 063200769 | PC | NEW LONDON YOUTH AFFAIRS: SUPPORTING COVID-19 IMPACTED FAMILIES | $5,000 | |
| COMMUNITY KITCHEN OF NORTHEASTERN CONNECTICUT INC | |||||||
| PO BOX 502 | DANIELSON | CT | 062390502 | PC | COVID-19 TRANSITION PROJECT | $3,000 | |
| COMMUNITY MEDIATION INC | |||||||
| 1253 WHITNEY AVENUE | HAMDEN | CT | 06517 | PC | STUDENTS FOR EDUCATIONAL JUSTICE (SEJ) GENERAL REQUEST | $100,000 | |
| COMMUNITY MEDIATION INC | |||||||
| 1253 WHITNEY AVENUE | HAMDEN | CT | 06517 | PC | WIFI HOTSPOTS FOR NEW HAVEN STUDENTS IN THE TIME OF COVID-19 CRISIS | $5,000 | |
| COMMUNITY MEDIATION INC | |||||||
| 1253 WHITNEY AVENUE | HAMDEN | CT | 06517 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT FOR STUDENTS FOR EDUCATIONAL JUSTICE (SEJ) | $20,000 | |
| COMMUNITY RENEWAL TEAM INC | |||||||
| 555 WINDSOR STREET | HARTFORD | CT | 061202418 | PC | COVID-19 CRISIS | $1,000 | |
| COMMUNITY SOUP KITCHEN INC | |||||||
| 84 BROADWAY | NEW HAVEN | CT | 065113412 | PC | LUNCH RELIEF PROGRAM | $10,000 | |
| COMPASS YOUTH COLLABORATIVE INC | |||||||
| 55 AIRPORT ROAD SUITE 201 | HARTFORD | CT | 061142031 | PC | COMPASS YOUTH COLLABORATIVE, EMERGENCY COVID-19 RESPONSE | $5,000 | |
| COMUNIDAD HISPANA DE WALLINGFORD INC | |||||||
| 284 WASHINGTON STREET | WALLINGFORD | CT | 064922327 | PC | COVID-19 RELIEF | $4,672 | |
| CONGREGATIONS ORGANIZED FOR A NEW CONNECTICUT INC | |||||||
| PO BOX 4298 | HAMDEN | CT | 065140298 | PC | GENERAL SUPPORT | $100,000 | |
| CONGREGATIONS ORGANIZED FOR A NEW CONNECTICUT INC | |||||||
| CONECTRNPO BOX 4298 | HAMDEN | CT | 065140298 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT FOR CONECT | $20,000 | |
| CONGREGATIONS ORGANIZED FOR A NEW CONNECTICUT INC | |||||||
| CONECTRNPO BOX 4298 | HAMDEN | CT | 065140298 | PC | GENERAL SUPPORT OF THE STUDENT LOAN FUND | $10,000 | |
| CONNECTICUT ALLIANCE FOR BETTER COMMUNITIES CABC INC | |||||||
| 210 CAPITAL AVENUE ROOM 409-A | HARTFORD | CT | 061061535 | PC | HARTFORD GUARDIAN RACE, ETHNICITY, AND SCHOOLING IN HARTFORD | $20,000 | |
| CONNECTICUT CENTER FOR A NEW ECONOMY INC | |||||||
| 30 ARBOR STREET C/O CCRG BOX 6N | HARTFORD | CT | 061061238 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT FOR THE CONNECTICUT IMMIGRANT RIGHTS ALLIANCE | $20,000 | |
| CONNECTICUT CENTER FOR A NEW ECONOMY INC | |||||||
| 30 ARBOR STREET C/O CCRG BOX 6N | HARTFORD | CT | 061061238 | PC | CRISIS RESPONSE COORDINATION | $5,000 | |
| CONNECTICUT CENTER FOR A NEW ECONOMY INC | |||||||
| 30 ARBOR STREET C/O CCRG BOX 6N | HARTFORD | CT | 061061238 | PC | CONNECTICUT IMMIGRANT RIGHTS ALLIANCE TRUST ACT IMPLEMENTATION AND OVERSIGHT | $25,000 | |
| CONNECTICUT CENTER FOR ARTS AND TECHNOLOGY (CONNCAT) | |||||||
| 4 SCIENCE PARK | NEW HAVEN | CT | 065111962 | PC | CONNCAT/BETA TAU HEALTH EQUITY INITIATIVE | $10,000 | |
| CONNECTICUT CENTER FOR ARTS AND TECHNOLOGY (CONNCAT) | |||||||
| 4 SCIENCE PARK | NEW HAVEN | CT | 065111962 | PC | CONNCAT CRISIS RELIEF FUND | $10,000 | |
| CONNECTICUT CITIZEN RESEARCH GROUP INC | |||||||
| 30 ARBOR ST STE 6N | HARTFORD | CT | 061061215 | PC | STATEWIDE EDUCATION EQUITY ORGANIZING INITIATIVE | $37,500 | |
| CONNECTICUT CITIZEN RESEARCH GROUP INC | |||||||
| 30 ARBOR ST STE 6N | HARTFORD | CT | 061061215 | PC | STATEWIDE EDUCATION EQUITY ORGANIZING INITIATIVE | $37,500 | |
| CONNECTICUT COUNCIL FOR PHILANTHROPY | |||||||
| 75 CHARTER OAK AVENUE SUITE 1-205 | HARTFORD | CT | 06106 | PC | GENERAL OPERATING SUPPORT FOR THE CT EARLY CHILDHOOD FUNDERS COLLABORATIVE | $2,500 | |
| CONNECTICUT FAIR HOUSING CENTER INC | |||||||
| 60 POPIELUSZKO CT | HARTFORD | CT | 061065112 | PC | EQUITY AND JUSTICE FOR TENANTS DURING PANDEMIC | $30,000 | |
| CONNECTICUT FAIR HOUSING CENTER INC | |||||||
| 60 POPIELUSZKO CT | HARTFORD | CT | 061065112 | PC | TO SECURE STRONGER HOUSING STABILITY THAT IS THREATENED BY EVICTION AND FORECLOSURE. | $10,000 | |
| CONNECTICUT FOOD BANK INC | |||||||
| 2 RESEARCH PKWY | WALLINGFORD | CT | 064921929 | PC | GENERAL SUPPORT OF COVID 19 RESPONSE | $20,000 | |
| CONNECTICUT HEALTH ADVANCEMENT AND RESEARCH TRUST INC | |||||||
| 290 PRATT STREET | MERIDEN | CT | 064508600 | PC | UNIVERSAL HEALTH CARE FOUNDATION OF CONNECTICUT'S SERIES OF LUNCHTIME CONVERSATIONS PROVOCATIVELY EXPLORING SOME OF THE DIFFICULT ISSUES HIGHLIGHTED BY THE COVID-19 CRISIS | $1,000 | |
| CONNECTICUT IMMIGRANT AND REFUGEE COALITION INC | |||||||
| 40 WOODLAND ST STE 2 | HARTFORD | CT | 061052334 | PC | SAWA REFUGEE ASSISTANCE PROJECT: EMERGENCY RELIEF FOR GREATER HARTFORD REFUGEES | $10,000 | |
| CONNECTICUT IMMIGRANT AND REFUGEE COALITION INC | |||||||
| 40 WOODLAND ST STE 2 | HARTFORD | CT | 061052334 | PC | CONFRONTING CT. IMMIGRANTS COVID -19 CRISIS | $5,000 | |
| CONNECTICUT IMMIGRANT AND REFUGEE COALITION INC | |||||||
| 40 WOODLAND ST STE 2 | HARTFORD | CT | 061052334 | PC | SAWA REFUGEE ASSISTANCE PROJECT: EMERGENCY RELIEF FOR GREATER HARTFORD REFUGEES AND IMMIGRANTS | $10,000 | |
| CONNECTICUT INSTITUTE FOR REFUGEES AND IMMIGRANTS INC | |||||||
| 670 CLINTON AVE | BRIDGEPORT | CT | 066051704 | PC | HELP PROVIDE BASIC NEEDS FOR IMMIGRANTS, REFUGEES, AND VICTIMS OF HUMAN TRAFFICKING IN THE STATE OF CONNECTICUT | $10,000 | |
| CONNECTICUT PUBLIC BROADCASTING INC | |||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 061052432 | PC | REPORT FOR AMERICA (FRA) PROJECT | $5,000 | |
| CONNECTICUT VOICES FOR CHILDREN | |||||||
| 33 WHITNEY AVE | NEW HAVEN | CT | 06510 | PC | STRENGTHENING APPROACH AND EFFORTS TO INTEGRATING GREATER EQUITY PRACTICES - BOARD & STAFF | $10,000 | |
| CONNECTICUT WOMENS EDUCATIONAL AND LEGAL FUND INC | |||||||
| 75 CHARTER OAK AVENUE SUITE 1-300 | HARTFORD | CT | 061060000 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT | $10,000 | |
| CONNECTICUT WOMENS EDUCATIONAL AND LEGAL FUND INC | |||||||
| 75 CHARTER OAK AVENUE SUITE 1-300 | HARTFORD | CT | 061060000 | PC | WOMEN OF COLOR ECONOMIC SECURITY INITIATIVE | $12,500 | |
| CONNECTICUT WOMENS EDUCATIONAL AND LEGAL FUND INC | |||||||
| 75 CHARTER OAK AVENUE SUITE 1-300 | HARTFORD | CT | 061060000 | PC | WOMEN OF COLOR ECONOMIC SECURITY INITIATIVE | $12,500 | |
| CONTINUUM OF CARE INC | |||||||
| 109 LEGION AVENUE | NEW HAVEN | CT | 06519 | PC | EMERGENCY NEEDS | $5,000 | |
| CORNELL SCOTT HILL HEALTH CORPORATION | |||||||
| 400 COLUMBUS AVENUE | NEW HAVEN | CT | 065191233 | PC | TRANSITIONING TO REMOTE MENTAL HEALTH SERVICES AS PART OF COVID-19 EMERGENCY RESPONSE TO VULNERABLE POPULATIONS | $5,000 | |
| CORNERSTONE COMMUNITY CHURCH | |||||||
| 718 WEST AVENUE | NORWALK | CT | 06850 | PC | BLESSING BOXES | $5,000 | |
| COUNCIL OF CHURCHES OF GREATER BRIDGEPORT INC | |||||||
| 1718 CAPITOL AVE | BRIDGEPORT | CT | 066041531 | PC | COVID-19 EMERGENCY YOUTH & PANTRY SUPPORT | $10,000 | |
| DREAMS EMPOWER INCORPORATED | |||||||
| 111 GILLETT STREET | HARTFORD | CT | 061052630 | PC | FATHERHOOD MANOLOGUES | $5,000 | |
| EAST HARTFORD SCHOOL BUSINESS PARTNERSHIPS INC | |||||||
| 1110 MAIN STREET | EAST HARTFORD | CT | 061082240 | PC | CULTURAL RESPONSIVENESS AND EQUITY PROFESSIONAL DEVELOPMENT SERIES | $5,357 | |
| EAST HARTFORD SCHOOL BUSINESS PARTNERSHIPS INC | |||||||
| 1110 MAIN STREET | EAST HARTFORD | CT | 061082240 | PC | CULTURAL RESPONSIVENESS AND EQUITY PROFESSIONAL DEVELOPMENT SERIES | $12,500 | |
| EDADVANCE | |||||||
| PO BOX 909 | LITCHFIELD | CT | 067590909 | PC | CRISIS SUPPORT FOR DIVERSE FAMILIES IN NEED IN NORTHWEST CONNECTICUT | $5,000 | |
| EDUCATIONAL RESOURCES FOR CHILDREN INC | |||||||
| 174 SOUTH RD SUITE 200 | ENFIELD | CT | 060824414 | PC | ERFC: COVID COSTS FOR RE-OPENING SCHOOL-BASED PROGRAMS IN ENFIELD | $4,000 | |
| EDUCATORS FOR EXCELLENCE | |||||||
| 153 EAST ST | NEW HAVEN | CT | 06511 | PC | ADVANCING EDUCATIONAL EQUITY IN CONNECTICUT | $25,000 | |
| EDUCATORS FOR EXCELLENCE | |||||||
| 153 EAST ST | NEW HAVEN | CT | 06511 | PC | IN LIVING COLOR VIDEO PRODUCTION | $10,000 | |
| EDUCATORS FOR EXCELLENCE | |||||||
| 153 EAST ST | NEW HAVEN | CT | 06511 | PC | ADVANCING EDUCATIONAL EQUITY IN CONNECTICUT | $12,500 | |
| EDUCATORS FOR EXCELLENCE | |||||||
| 153 EAST ST | NEW HAVEN | CT | 06511 | PC | SUPPORTING EDUCATOR WELLNESS | $5,000 | |
| ELENAS LIGHT INC | |||||||
| 58 FOUNTAIN STREET APT J2 | NEW HAVEN | CT | 065151933 | PC | ANTI-RACISM WORKSHOP | $2,700 | |
| ELM CITY MONTESSORI SCHOOL | |||||||
| 375 QUINNIPIAC AVENUE | NEW HAVEN | CT | 06513 | PC | ABAR AT ECMS | $75,000 | |
| END HUNGER CONNECTICUT INC | |||||||
| 65 HUNGERFORD ST | HARTFORD | CT | 061061425 | PC | SNAP CALL CENTER CAPACITY | $10,000 | |
| FAITHACTS FOR EDUCATION INC | |||||||
| 160 FAIRFIELD AVENUE | BRIDGEPORT | CT | 066044205 | PC | CAMPAIGN FOR EQUITABLE SCHOOL FUNDING | $5,000 | |
| FAITHACTS FOR EDUCATION INC | |||||||
| 160 FAIRFIELD AVENUE | BRIDGEPORT | CT | 066044205 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT | $20,000 | |
| FAITHACTS FOR EDUCATION INC | |||||||
| 160 FAIRFIELD AVENUE | BRIDGEPORT | CT | 066044205 | PC | GENERAL OPERATING SUPPORT | $125,000 | |
| FAITHACTS FOR EDUCATION INC | |||||||
| 160 FAIRFIELD AVENUE | BRIDGEPORT | CT | 066044205 | PC | CORONAVIRUS RESPONSE PLAN | $5,000 | |
| FAMILY & CHILDRENS AGENCY INC | |||||||
| 9 MOTT AVE | NORWALK | CT | 068503330 | PC | CLIENT SUPPORT FUND | $5,000 | |
| FILLING IN THE BLANKS | |||||||
| 346 MAIN AVENUE SUITE 3A | NORWALK | CT | 06851 | PC | WEEKEND MEAL PROGRAM | $5,000 | |
| FIRST CONGREGATIONAL CHURCH IN BLOOMFIELD | |||||||
| 10 WINTONBURY AVENUE | BLOOMFIELD | CT | 06002 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT FOR THE ALLIANCE FOR BLOOMFIELD'S CHILDREN | $10,000 | |
| FIRST CONGREGATIONAL CHURCH IN BLOOMFIELD | |||||||
| 10 WINTONBURY AVENUE | BLOOMFIELD | CT | 06002 | PC | THE ALLIANCE FOR BLOOMFIELD'S CHILDREN: 2020 CONTINUATION GRANT | $40,000 | |
| FIVE FROGS INC | |||||||
| 1210 POST ROAD | FAIRFIELD | CT | 068246008 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| FOODSHARE INC | |||||||
| 450 WOODLAND AVE | BLOOMFIELD | CT | 060021342 | PC | GENERAL SUPPORT FOR COVID 19 RESPONSE | $20,000 | |
| FREE CENTER INCORPORATED | |||||||
| 460 NEW BRITAIN AVE | HARTFORD | CT | 061063754 | PC | STAND AGAINST RACISM: KNOW YOUR RIGHTS | $5,000 | |
| FRIENDS OF LAUREL HOUSE INC | |||||||
| 1616 WASHINGTON BLVD | STAMFORD | CT | 06902 | PC | LAUREL HOUSE, INC. COVID-19 EXPENSES | $5,000 | |
| GATEWAY COMMUNITY COLLEGE FOUNDATION | |||||||
| 20 CHURCH STREET | NEW HAVEN | CT | 06510 | PC | ANNUAL HALL OF FAME INDUCTION AND RECEPTION | $1,000 | |
| GIRLS FOR TECHNOLOGY INC | |||||||
| 750 MAIN ST STE 326 | HARTFORD | CT | 061032706 | PC | IN HONOR OF WIB SUMMITT 2020 | $2,500 | |
| HARTFORD FOOD SYSTEM INC | |||||||
| 190 WETHERSFIELD AVE | HARTFORD | CT | 061141113 | PC | GROW HARTFORD YOUTH PROGRAM | $90,000 | |
| HARTFORD PARENT UNIVERSITY INC | |||||||
| 330 MARKET STREET 3RD FLOOR | HARTFORD | CT | 061202901 | PC | KEEPING COMMUNITY COMMUNICATION LINES OPEN | $5,000 | |
| HARTFORD PARENT UNIVERSITY INC | |||||||
| 330 MARKET STREET 3RD FLOOR | HARTFORD | CT | 061202901 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT | $20,000 | |
| HARTFORD PARENT UNIVERSITY INC | |||||||
| 330 MARKET STREET 3RD FLOOR | HARTFORD | CT | 061202901 | PC | HARTFORD PARENT UNIVERSITY | $75,000 | |
| HARTFORD YOUTH SCHOLARS FOUNDATION INC | |||||||
| 129 ALLEN PLACE | HARTFORD | CT | 061063102 | PC | SUMMER RETREATS 2020 | $1,000 | |
| HAVENLY | |||||||
| 67 HIGH STREET | NEW HAVEN | CT | 065110000 | PC | WINTER COVID FOOD RELIEF PROGRAM | $5,000 | |
| HEALTH EQUITY SOLUTIONS INC | |||||||
| 175 MAIN STREET 3RD FLOOR | HARTFORD | CT | 061061818 | PC | EMBEDDING EQUITY IN THE COVID-19 RESPONSE | $15,000 | |
| HEALTH EQUITY SOLUTIONS INC | |||||||
| 175 MAIN STREET 3RD FLOOR | HARTFORD | CT | 061061818 | PC | DISMANTLING RACISM AND BUILDING HEALTH EQUITY IN CT | $5,000 | |
| HIDDEN ACRES THERAPEUTIC RIDING CENTER INC | |||||||
| 45 GABRIEL DRIVE | NAUGATUCK | CT | 067708602 | PC | GENERAL SUPPORT | $3,000 | |
| HIGHER HEIGHTS YOUTH EMPOWERMENT PROGRAMS INC | |||||||
| 157 CHURCH ST 19TH FLOOR | NEW HAVEN | CT | 06511 | PC | DELT EQUITY ACTION PLAN | $50,000 | |
| HIGHER HEIGHTS YOUTH EMPOWERMENT PROGRAMS INC | |||||||
| 157 CHURCH ST 19TH FLOOR | NEW HAVEN | CT | 06511 | PC | NEW HAVEN PUBLIC SCHOOLS TALENT MANAGEMENT & DEVELOPMENT PLAN 2019-2020 | $70,750 | |
| HIGHVILLE CHARTER SCHOOL INC | |||||||
| 130 LEEDERHILL DRIVE | HAMDEN | CT | 06514 | PC | CHROME BOOKS FOR STUDENTS | $10,000 | |
| HOCKANUM VALLEY COMMUNITY COUNCIL INC | |||||||
| 29 NAEK ROAD SUITE 5A | VERNON | CT | 06066 | PC | FOOD SECURITY PROGRAM | $5,000 | |
| HOMEFRONT INC | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 069023105 | PC | MAKING HOMES SAFER FOR CONNECTICUT'S COVID-19 VULNERABLE | $5,000 | |
| HOMES WITH HOPE INC | |||||||
| 49 RICHMONDVILLE AVE SUITE 212 | WESTPORT | CT | 068802052 | PC | STAND UP FOR HOMES WITH HOPE | $5,000 | |
| HOPE FOR NEW HAVEN INC | |||||||
| 81 OLIVE STREET | NEW HAVEN | CT | 06511 | PC | TEACHER IN RESIDENCE APPRENTICESHIP PROGRAM | $50,000 | |
| HOPE FOR NEW HAVEN INC | |||||||
| 81 OLIVE STREET | NEW HAVEN | CT | 06511 | PC | TEACHER IN RESIDENCE APPRENTICESHIP PROGRAM | $50,000 | |
| HOPE FOR NEW HAVEN INC | |||||||
| 81 OLIVE STREET | NEW HAVEN | CT | 06511 | PC | CERCLE'S FOOD SECURITY INITIATIVE | $5,000 | |
| HOPE FOR NEW HAVEN INC | |||||||
| 81 OLIVE STREET | NEW HAVEN | CT | 06511 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT FOR CERCLE | $20,000 | |
| IGL CHRISTIANA ESTRELLA RESPLANDECIENTE DE JACOB | |||||||
| 185 CHAPEL ST | NEW HAVEN | CT | 06513 | PC | FOOD AND FAMILY ASSISTANCE PORTION OF THE SECOND STAR BENEVOLENCE PROJECT | $3,000 | |
| IGL CHRISTIANA ESTRELLA RESPLANDECIENTE DE JACOB | |||||||
| 185 CHAPEL ST | NEW HAVEN | CT | 06513 | PC | BUILD A SECOND PANTRY IN THE CHURCH TO STORE MORE FOOD AN EXTRA ROOM TO SORE THE DIAPERS. | $4,000 | |
| INSPIRICA INC | |||||||
| 141 FRANKLIN STREET | STAMFORD | CT | 06901 | PC | INSPIRICA'S COVID-19 EMERGENCY REQUEST | $5,000 | |
| INTERCOMMUNITY INC | |||||||
| 800 CONNECTICUT BOULEVARD | EAST HARTFORD | CT | 06108 | PC | INTERCOMMUNITY RACIAL/ETHNIC EQUITY TRAINING | $10,000 | |
| INTERFAITH VOLUNTEER CARE GIVERS OF GREATER NEW HAVEN INC | |||||||
| 30 GILLIES RD | HAMDEN | CT | 065172113 | PC | WE'VE GOT YOU COVERED | $1,000 | |
| KADIWAKU FAMILY FOUNDATION | |||||||
| 1295 PEMBROKE ST | BRIDGEPORT | CT | 066081744 | PC | FOOD FOR IMMIGRANTS IN CONNECTICUT | $5,000 | |
| KATAL CENTER FOR HEALTH EQUITY AND JUSTICE INC | |||||||
| 65 HUNGERFORD STREET | HARTFORD | CT | 06106 | PC | BUILDING POWER IN CONNECTICUT TO CLOSE PRISONS AND JAILS | $5,000 | |
| KATAL CENTER FOR HEALTH EQUITY AND JUSTICE INC | |||||||
| 65 HUNGERFORD STREET | HARTFORD | CT | 06106 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT | $20,000 | |
| KATAL CENTER FOR HEALTH EQUITY AND JUSTICE INC | |||||||
| 65 HUNGERFORD STREET | HARTFORD | CT | 06106 | PC | APPRENTICE ORGANIZER PROGRAM | $25,000 | |
| KATAL CENTER FOR HEALTH EQUITY AND JUSTICE INC | |||||||
| 65 HUNGERFORD STREET | HARTFORD | CT | 06106 | PC | APPRENTICE ORGANIZER PROGRAM | $37,500 | |
| KATAL CENTER FOR HEALTH EQUITY AND JUSTICE INC | |||||||
| 65 HUNGERFORD STREET | HARTFORD | CT | 06106 | PC | ENHANCING DIGITAL ORGANIZING FOR CIVIC ENGAGEMENT AND COMMUNITY ORGANIZING IN CT | $10,000 | |
| KHMER HEALTH ADVOCATES INC | |||||||
| 1125 NEW BRITAIN AVENUE | WEST HARTFORD | CT | 06110 | PC | THE EMERGENCY ASSISTANCE PORTION OF YOUR KHMER HEALTH ADVOCATES RESPONSE TO RACISM IN THE COVID-19 "UNIVERSE" PROJECT | $1,500 | |
| KIDS IN CRISIS INC | |||||||
| ONE SALEM STREET | COS COB | CT | 068072624 | PC | KIDS IN CRISIS OPERATIONS DURING THE COVID-19 PANDEMIC | $1,000 | |
| KNOX INC | |||||||
| 75 LAUREL STREET | HARTFORD | CT | 06106 | PC | HEALTHY FOOD FOR HARTFORD RESIDENTS IN NEED DURING COVID-19 | $10,000 | |
| LEADERSHIP EDUCATION AND ATHLETICS IN PARTNERSHIP INC | |||||||
| 31 JEFFERSON ST | NEW HAVEN | CT | 065114947 | PC | UNRESTRICTED SUPPORT | $10,000 | |
| LIBERATION PROGRAMS INC | |||||||
| 129 GLOVER AVENUE | NORWALK | CT | 068501345 | PC | EXPANDING LIBERATIONS TELEHEALTH CAPACITY | $5,000 | |
| LIBERTY COMMUNITY SERVICES | |||||||
| 129 CHURCH ST | NEW HAVEN | CT | 06510 | PC | COVID-19 RESPONSE | $5,000 | |
| LIFE IN MY DAYS INC | |||||||
| PO BOX 2478 | WORCESTER | MA | 01613 | PC | HELPING FAMILIES IN CRISIS DURING COVID-19 | $30,000 | |
| LIFE IN MY DAYS INC | |||||||
| PO BOX 2478 | WORCESTER | MA | 01613 | PC | MUTUAL AID GENERAL SUPPORT | $20,000 | |
| LIFE IN MY DAYS INC | |||||||
| PO BOX 2478 | WORCESTER | MA | 01613 | PC | THRIVING BEYOND COVID-19 | $10,000 | |
| LIFE IN MY DAYS INC | |||||||
| PO BOX 2478 | WORCESTER | MA | 01613 | PC | BEYOND MUTUAL AID | $10,000 | |
| LIFE IN MY DAYS INC | |||||||
| PO BOX 2478 | WORCESTER | MA | 01613 | PC | NORWALK MUTUAL AID FOOD DISTRIBUTION | $15,000 | |
| MADONNA PLACE INC | |||||||
| 240 MAIN STREET | NORWICH | CT | 063605839 | PC | EMERGENCY FOOD, FORMULA, AND SUPPLIES FOR FAMILIES DURING THE COVID 19 CRISIS | $4,000 | |
| MAKE THE ROAD NEW YORK | |||||||
| 92-10 ROOSEVELT AVE | JACKSON HEIGHTS | NY | 11372 | PC | STORIES, KNOWLEDGE AND ORGANIZING AMIDST COVID-19 | $10,000 | |
| MAKE THE ROAD NEW YORK | |||||||
| 92-10 ROOSEVELT AVE | JACKSON HEIGHTS | NY | 11372 | PC | LOCAL & STATEWIDE ADVOCACY SUPPORT | $5,000 | |
| MAKE THE ROAD NEW YORK | |||||||
| 92-10 ROOSEVELT AVE | JACKSON HEIGHTS | NY | 11372 | PC | MAKE THE ROAD CT: OUR LANGUAGES AND OUR CULTURES MATTER: BUILDING COMMUNITY POWER TO CONFRONT RACISM IN OUR SCHOOLS AND INSTITUTIONS | $100,000 | |
| MAKE THE ROAD NEW YORK | |||||||
| 92-10 ROOSEVELT AVE | JACKSON HEIGHTS | NY | 11372 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT FOR MAKE THE ROAD CT | $20,000 | |
| MARTIN HOUSE INC | |||||||
| 401 WEST THAMES STREET BUILDING 700 | NORWICH | CT | 06360 | PC | SAFETY AND CLEANING DURING COVID 19 CRISIS | $1,000 | |
| MERCY LEARNING CENTER OF BRIDGEPORT INCORPORATED | |||||||
| 637 PARK AVE | BRIDGEPORT | CT | 066044611 | PC | MLC COVID-19 EMERGENCY FUND | $5,000 | |
| MIDDLESEX UNITED WAY INC | |||||||
| 100 RIVERVIEW CENTER SUITE 230 | MIDDLETOWN | CT | 064573445 | PC | GENERAL OPERATING SUPPORT FOR MIDDLETOWN RACIAL JUSTICE COALITION | $50,000 | |
| MIDDLESEX UNITED WAY INC | |||||||
| 100 RIVERVIEW CENTER SUITE 230 | MIDDLETOWN | CT | 064573445 | PC | MIDDLETOWN RACIAL JUSTICE COALITION: BEYOND EQUITY TO LIBERATION 2020 | $100,000 | |
| MIDDLESEX UNITED WAY INC | |||||||
| 100 RIVERVIEW CENTER SUITE 230 | MIDDLETOWN | CT | 064573445 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT FOR MIDDLETOWN RACIAL JUSTICE COALITION | $20,000 | |
| MINORITY INCLUSION PROJECT INCORPORATED | |||||||
| 1131-0 TOLLAND TPKE STE 16 | MANCHESTER | CT | 06042 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT | $10,000 | |
| MINORITY INCLUSION PROJECT INCORPORATED | |||||||
| 1131-0 TOLLAND TPKE STE 16 | MANCHESTER | CT | 06042 | PC | BOARD DIVERSITY INITIATIVE HARTFORD | $12,500 | |
| MINORITY INCLUSION PROJECT INCORPORATED | |||||||
| 1131-0 TOLLAND TPKE STE 16 | MANCHESTER | CT | 06042 | PC | BOARD DIVERSITY INITIATIVE HARTFORD | $12,500 | |
| MUTUAL HOUSING ASSOC OF SW CT INC DBA CT HOUSING PTRS | |||||||
| 1235 HUNTINGTON TURNPIKE | TRUMBULL | CT | 066115362 | PC | COVID-10 EMERGENCY RENT BANK RENTAL ASSISTANCE | $5,000 | |
| NATIONAL CONFERENCE OF BLACK LAWYERS | |||||||
| 2472 BROADWAY 204 | NEW YORK | NY | 10025 | PC | LAW ENFORCEMENT ACCOUNTABILITY PROJECT (LEAP) | $1,000 | |
| NEIGHBOR FUND INC | |||||||
| PO BOX 737 | WILLIMANTIC | CT | 062260737 | PC | UNDOCUFUND | $20,000 | |
| NEIGHBOR FUND INC | |||||||
| PO BOX 737 | WILLIMANTIC | CT | 062260737 | PC | CT UNDOCUFUND | $10,000 | |
| NEIGHBOR FUND INC | |||||||
| PO BOX 737 | WILLIMANTIC | CT | 062260737 | PC | MUTUAL AID SUPPORT FOR CT UNDOCUFUND | $20,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF NEW HAVEN INC | |||||||
| 333 SHERMAN AVENUE | NEW HAVEN | CT | 065113152 | PC | COMMUNITY BUILDING & ORGANIZING | $10,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF WATERBURY INC | |||||||
| 193 GRAND STREET 3RD FLOOR | WATERBURY | CT | 067021919 | PC | THE UNGROUP SOCIETY: COMMUNITY IN EDUCATION TEACHING PARTNERSHIP | $25,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF WATERBURY INC | |||||||
| 193 GRAND STREET 3RD FLOOR | WATERBURY | CT | 067021919 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT OF THE UNGROUP SOCIETY | $20,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF WATERBURY INC | |||||||
| 193 GRAND STREET 3RD FLOOR | WATERBURY | CT | 067021919 | PC | THE UNGROUP SOCIETY: COMMUNITY IN EDUCATION TEACHING PARTNERSHIP | $50,000 | |
| NEW BEGINNINGS FAMILY ACADEMY INC | |||||||
| 184 GARDEN STREET | BRIDGEPORT | CT | 066051213 | PC | THE IMPACT OF EMOTIONALLY RESPONSIVE PRACTICE: COVID-19 CRISIS RESPONSE FOR BRIDGEPORT STUDENTS | $5,000 | |
| NEW ENGLAND GRASSROOTS ENVIRONMENT FUND INC | |||||||
| 55 MAIN STREET STE 124 | NEWMARKET | NH | 038570611 | PC | SUMMER OF SOLUTIONS HARTOFRD | $30,000 | |
| NEW ENGLAND GRASSROOTS ENVIRONMENT FUND INC | |||||||
| 55 MAIN STREET STE 124 | NEWMARKET | NH | 038570611 | PC | MEETING URGENT NUTRITION NEEDS IN HARTFORD | $10,000 | |
| NEW HAVEN GAY AND LESBIAN COMMUNITY CENTER INC | |||||||
| PO BOX 8914 | NEW HAVEN | CT | 06532 | PC | LGBTQ+ SUPPORT SERVICES & FOOD SECURITY SUPPORT | $1,000 | |
| NEW HAVEN LEGAL ASSISTANCE ASSOCIATION INC | |||||||
| 205 ORANGE STREET | NEW HAVEN | CT | 06510 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT | $10,000 | |
| NEW HAVEN LEGAL ASSISTANCE ASSOCIATION INC | |||||||
| 205 ORANGE STREET | NEW HAVEN | CT | 06510 | PC | COMMUNITY AND ECONOMIC JUSTICE | $25,000 | |
| NEW HAVEN LEGAL ASSISTANCE ASSOCIATION INC | |||||||
| 205 ORANGE STREET | NEW HAVEN | CT | 06510 | PC | COMMUNITY AND ECONOMIC JUSTICE | $25,000 | |
| NEW HAVEN LEGAL ASSISTANCE ASSOCIATION INC | |||||||
| 205 ORANGE STREET | NEW HAVEN | CT | 06510 | PC | UNDOING RACISM WORKSHOP | $10,000 | |
| NEW HORIZONS INC | |||||||
| 37 BLISS MEMORIAL RAOD | UNIONVILLE | CT | 06085 | PC | SUPPLIES FOR NEW HORIZONS VILLAGE | $2,000 | |
| NEW OPPORTUNITIES INC | |||||||
| 232 NORTH ELM STREET | WATERBURY | CT | 06702 | PC | SHELTER NOW COVID-19 RESPONSE | $10,000 | |
| NEW REACH INC | |||||||
| 153 EAST ST STE 200 | NEW HAVEN | CT | 065115947 | PC | NEW REACH COVID-19 RESPONSE | $5,000 | |
| NORWALK ACTS INC | |||||||
| 9 MOTT AVENUE | NORWALK | CT | 068503330 | PC | SOCIAL JUSTICE & RACIAL EQUITY | $5,000 | |
| NORWALK COMMUNITY HEALTH CENTER INC | |||||||
| 121 WATER STREET | NORWALK | CT | 06854 | PC | FARMERS MARKET | $5,000 | |
| NORWALK MUTUAL AID | |||||||
| 24 INGALLS AVE APT 2 | NORWALK | CT | 068544673 | PC | GENERAL SUPPORT OF NORWALK MUTUAL AID | $15,000 | |
| NORWALK MUTUAL AID | |||||||
| 24 INGALLS AVE APT 2 | NORWALK | CT | 068544673 | PC | WATERBURY MUTUAL AID SUPPORT | $30,000 | |
| NOURISH BRIDGEPORT INC | |||||||
| 2200 NORTH AVE | BRIDGEPORT | CT | 066042413 | PC | SUPPORTS FOR COVID IMPACTED PROGRAMS | $10,000 | |
| OMEGA WARMING CENTER DBA OMEGA 7TH DAY ADVENTIST CHURCH | |||||||
| 278 WINTHROP AVE | NEW HAVEN | CT | 06511 | PC | OPERATING WARMING CENTER & MOVING PEOPLE OUT DURING PANDEMIC | $1,000 | |
| OPEN COMMUNITIES ALLIANCE | |||||||
| 75 CHARTER OAK AVENUE | HARTFORD | CT | 061061903 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT | $20,000 | |
| OPEN COMMUNITIES ALLIANCE | |||||||
| 75 CHARTER OAK AVENUE | HARTFORD | CT | 061061903 | PC | COMMUNITY COLLABORATIONS FOR SYSTEMIC TRANSFORMATIONS: HARTFORD, NEW HAVEN, AND FAIRFIELD COUNTY | $75,000 | |
| OPERATION FUEL INC | |||||||
| 75 CHARTER OAK AVENUE SUITE 2-240 | HARTFORD | CT | 06106 | PC | EMERGENCY ENERGY ASSISTANCE PROGRAM | $10,000 | |
| OUR PIECE OF THE PIE INC | |||||||
| 20-28 SARGEANT STREET | HARTFORD | CT | 061051400 | PC | SUPPORTING YOUTH THROUGH COVID-19 | $1,000 | |
| PACIFIC HOUSE INC | |||||||
| 137 HENRY STREET | STAMFORD | CT | 06902 | PC | EXPANSION OF THE EMERGENCY MEALS PROGRAM | $5,000 | |
| PATHWAYS INC | |||||||
| 175 MILBANK AVE | GREENWICH | CT | 068306616 | PC | COVID-19 EMERGENCY RELIEF | $1,000 | |
| PORTERS HOUSE INC | |||||||
| 541 WOLCOTT STREET | WATERBURY | CT | 06705 | PC | WE ARE IN THIS TOGETHER! | $1,000 | |
| POVERTY AND RACE RESEARCH ACTION COUNCIL | |||||||
| 740 15TH STREET NW 3RD FLOOR | WASHINGTON | DC | 200051033 | PC | NATIONAL COALITION ON SCHOOL DIVERSITY FIFTH ANNUAL CONFERENCE | $5,000 | |
| PRIME TIME HOUSE INC | |||||||
| 836 MAIN STREET | TORRINGTON | CT | 067903347 | PC | FIGHTING FOOD INSECURITY | $5,000 | |
| PRUDENCE CRANDALL CENTER INC | |||||||
| 594 BURRITT STREET | NEW BRITAIN | CT | 060534803 | PC | COVID-19 RESPONSE FUND | $5,000 | |
| RACE FORWARD | |||||||
| 145 E 57TH ST 4TH FLOOR | NEW YORK | NY | 100222198 | PC | SPONSORSHIP OF FACING RACE | $5,000 | |
| RECENTER RACE & EQUITY IN EDUCATION INC | |||||||
| 75 CHARTER OAK AVENUE SUITE 1-310 | HARTFORD | CT | 06106 | PC | NEW NARRATIVES FOR RACIAL EQUITY IN CONNECTICUT SCHOOL SYSTEMS | $150,000 | |
| RECENTER RACE & EQUITY IN EDUCATION INC | |||||||
| 75 CHARTER OAK AVENUE SUITE 1-310 | HARTFORD | CT | 06106 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT | $10,000 | |
| REGIONAL DATA COOPERATIVE FOR GREATER NEW HAVEN INC | |||||||
| 129 CHURCH STREETRNSUITE 605 | NEW HAVEN | CT | 065102045 | PC | TELLING THE LIFE EXPECTANCY DISPARITY STORY IN REAL TIME. | $5,000 | |
| REGIONAL PLAN ASSOCIATION INC | |||||||
| 1 WHITEHALL ST 16TH FL | NEW YORK | NY | 100042109 | PC | GENERAL SUPPORT OF DESEGREGATE CT | $10,000 | |
| REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP INC | |||||||
| 2470 FAIRFIELD AVE | BRIDGEPORT | CT | 06605 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT OF THE JUVENILE JUSTICE ALLIANCE | $10,000 | |
| REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP INC | |||||||
| 2470 FAIRFIELD AVE | BRIDGEPORT | CT | 06605 | PC | CT JUVENILE JUSTICE ALLIANCE JUSTICE ADVISORS | $25,000 | |
| REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP INC | |||||||
| 2470 FAIRFIELD AVE | BRIDGEPORT | CT | 06605 | PC | CT JUVENILE JUSTICE ALLIANCE JUSTICE ADVISORS | $12,500 | |
| RELAY GRADUATE SCHOOL OF EDUCATION | |||||||
| PO BOX 9196 | NEW HAVEN | CT | 06532 | PC | RELAY CONNECTICUT RESIDENCY | $260,000 | |
| SACRED HEART UNIVERSITY | |||||||
| HC 219RN5151 PARK AVENUE | FAIRFIELD | CT | 06825 | PC | WSHU'S ASIAN-AMERICANS AND COVID-19 IN CONNECTICUT | $4,000 | |
| SAFE FUTURES INC | |||||||
| 16 JAY STREET | NEW LONDON | CT | 06320 | PC | COVID-19 PROJECT-PROVIDING ESSENTIAL SERVICES DURING A PANDEMIC | $5,000 | |
| SAINT FRANCIS HOSPITAL AND MEDICAL CENTER | |||||||
| THE AETNA FOUNDATION CHILDRENS | HARTFORD | CT | 06105 | PC | SAINT FRANCIS HOSPITAL COVID-19 RESPONSE | $5,000 | CENTER114 WOODLAND STREET |
| SAINT MARYS HOPITAL FOUNDATION | |||||||
| 56 FRANKLIN STREET | WATERBURY | CT | 06706 | PC | COVID-19 MEDICAL RESPONSE EFFORTS | $5,000 | |
| SAVE GIRLS ON FYER | |||||||
| 276 HIGHLAND AVENUE | WATERBURY | CT | 067083022 | PC | SGOF CAPACITY SUPPORT | $75,000 | |
| SAVE GIRLS ON FYER | |||||||
| 276 HIGHLAND AVENUE | WATERBURY | CT | 067083022 | PC | BLACK LIBERATION INSTITUTE / LATC | $10,000 | |
| SAVE GIRLS ON FYER | |||||||
| 276 HIGHLAND AVENUE | WATERBURY | CT | 067083022 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT | $20,000 | |
| SERC FOUNDATION | |||||||
| 100 ROSCOMMON DRIVE SUITE 110 | MIDDLETOWN | CT | 064577559 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT | $10,000 | |
| SERC FOUNDATION | |||||||
| 100 ROSCOMMON DRIVE SUITE 110 | MIDDLETOWN | CT | 064577559 | PC | COURAGEOUS LEADERSHIP-COHERENCE & SUSTAINABILITY | $125,000 | |
| SOUTHERN CONNECTICUT STATE UNIVERSITY FOUNDATION INC | |||||||
| 501 CRESCENT STREET | NEW HAVEN | CT | 065151330 | PC | TARGETED ASSESSMENT OF FOUNDATION CONTRIBUTION | $10,000 | |
| SOUTHINGTON COMMUNITY CULTURAL ARTS | |||||||
| SOCCA 93 MAIN STREET POBOX 50 | SOUTHINGTON | CT | 06489 | PC | WHAT IS COLOR? WHAT IS RACE? - A PRESENTATION OF BLACK | $10,000 | SOUTHINGTON CT 06489 |
| SPOT 99 PRODUCTION | |||||||
| 375 THOMPSON AVE | EAST HAVEN | CT | 065123356 | PC | ABRAZOS DE AMOR | $2,000 | |
| ST VINCENT DE PAUL PLACE NORWICH INC | |||||||
| 120 CLIFF STREET | NORWICH | CT | 063605155 | PC | SERVED MEALS AND FOOD PANTRY RESPONSE | $5,000 | |
| STAMFORD PEACE YOUTH FOUNDATION INC | |||||||
| 925 LONG RIDGE ROAD | STAMFORD | CT | 069021104 | PC | BEYOND LIMITS ACADEMIC PROGRAM | $4,000 | |
| STEPS INC | |||||||
| PO BOX 1907 | GROTON | CT | 063401907 | PC | GIRLS EMPOWERMENT PROGRAMS | $5,000 | |
| STERLING HOUSE COMMUNITY CENTER INC | |||||||
| 2283 MAIN ST | STRATFORD | CT | 066155920 | PC | SUPPORT FOR FOOD PANTRY | $2,500 | |
| SUNRISE CAFE NEW HAVEN INC | |||||||
| 57 OLIVE STREET | BRANFORD | CT | 064053266 | PC | COVID RELIEF WINTER 2020/2021 | $5,000 | |
| THAMES RIVER COMMUNITY SERVICE INC | |||||||
| ONE THAMES RIVER PLACE | NORWICH | CT | 06360 | PC | PREVENTING THE SPREAD OF COVID-19 | $1,000 | |
| THAMES VALLEY COUNCIL FOR COMMUNITY ACTION INC | |||||||
| 1 SYLVANDALE ROAD | JEWETT CITY | CT | 06351 | PC | TVCCA MEALS ON WHEELS COVID-19 RESPONSE | $2,500 | |
| THE CONNECTICUT COALITION TO END HOMELESSNESS | |||||||
| 257 LAWRENCE AVENUE | HARTFORD | CT | 06106 | PC | CONNECTICUT'S COVID-19 HOMELESS RESPONSE | $10,000 | |
| THE OLIVER SCHOLARS PROGRAM INC | |||||||
| 80 MAIDEN LANE | NEW YORK | NY | 100384872 | PC | OLIVER FEST | $3,000 | |
| THE OPEN DOOR SHELTER INC | |||||||
| 4 MERRITT ST | NORWALK | CT | 068543605 | PC | PURCHASE DISINFECTING SUPPLIES AND FOOD | $1,000 | |
| THE PROSPERITY FOUNDATION INC | |||||||
| 1287 CHAPEL STREET | NEW HAVEN | CT | 065114514 | PC | BLACK COMMUNITY GRANT GIVE | $55,000 | |
| THE PROSPERITY FOUNDATION INC | |||||||
| 1287 CHAPEL STREET | NEW HAVEN | CT | 065114514 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT | $20,000 | |
| THE PROSPERITY FOUNDATION INC | |||||||
| 1287 CHAPEL STREET | NEW HAVEN | CT | 065114514 | PC | BLACK EXECUTIVES ROUNDTABLE | $10,000 | |
| THE PROSPERITY FOUNDATION INC | |||||||
| 1287 CHAPEL STREET | NEW HAVEN | CT | 065114514 | PC | BLACK COMMUNITY GRANT GIVE | $27,500 | |
| THE THOMPSON ECUMENICAL EMPOWERMENT GROUPINC | |||||||
| 65 MAIN STREETRNPO BOX 664 | NORTH GROSVENORDALE | CT | 06255 | PC | COVID-19 FOOD SECURITY | $5,000 | |
| THE TOWERS FOUNDATION | |||||||
| 18 TOWER LANE | NEW HAVEN | CT | 065191764 | PC | MEAL SUBSIDY FOR LOW INCOME MINORITY SENIORS | $10,000 | |
| THE TOWERS FOUNDATION | |||||||
| 18 TOWER LANE | NEW HAVEN | CT | 065191764 | PC | FOOD SUBSIDY FOR LOW-INCOME AND MINORITY SENIORS DURING COVID 19 | $10,000 | |
| THE UNITED WAY OF GREATER WATERBURY INC | |||||||
| 100 NORTH ELM STREET 2ND FLOOR | WATERBURY | CT | 067232688 | PC | LET'S TALK ABOUT RACE FAMILY GUIDE BOOK | $95,000 | |
| THE UNITED WAY OF GREATER WATERBURY INC | |||||||
| 100 NORTH ELM STREET 2ND FLOOR | WATERBURY | CT | 067232688 | PC | BTS ECE FOOD SUPPORT | $5,000 | |
| THE UNITED WAY OF GREATER WATERBURY INC | |||||||
| 100 NORTH ELM STREET 2ND FLOOR | WATERBURY | CT | 067232688 | PC | WATERBURY BRIDGE TO SUCCESS COMMUNITY PARTNERSHIP: RESTORING THE VILLAGE | $100,000 | |
| THE UNITED WAY OF GREATER WATERBURY INC | |||||||
| 100 NORTH ELM STREET 2ND FLOOR | WATERBURY | CT | 067232688 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT FOR WATERBURY BRIDGE TO SUCCESS | $20,000 | |
| THE UNITED WAY OF GREATER WATERBURY INC | |||||||
| 100 NORTH ELM STREET 2ND FLOOR | WATERBURY | CT | 067232688 | PC | DIVERSITY, EQUITY & INCLUSION TRAINING | $2,500 | |
| THIRD SECTOR NEW ENGLAND INC | |||||||
| 89 SOUTH STREET | BOSTON | MA | 021110000 | PC | EQUITYCT'S THE EQUITY SYMPOSIUM: MAINTAINING MOMENTUM | $9,850 | |
| THOMAS CHAPEL CHURCH OF CHRIST DISCIPLES | |||||||
| 30 WHITE ST | NEW HAVEN | CT | 065191225 | PC | COVID-19 OUTREACH PROGRAM | $5,000 | |
| TIDES FOUNDATION | |||||||
| PO BOX 29903 | SAN FRANCISCO | CA | 94129 | PC | NAACP LOCAL ACTION FUND, AS SOLICITED BY THE CONNECTICUT NAACP STATE CONFERENCE, #2019-SC, IN HARTFORD, CT: ONE MILLION JOBS CAMPAIGN FOR THE FORMERLY INCARCERATED | $10,000 | |
| TIDES FOUNDATION | |||||||
| PO BOX 29903 | SAN FRANCISCO | CA | 94129 | PC | GREATER NEW HAVEN NAACP COVID-19 RESPONSE | $5,000 | |
| TOMMY FUND INC | |||||||
| PO BOX 8295 | NEW HAVEN | CT | 065300295 | PC | FAMILY SUPPORT PROGRAM: ADDRESSING COVID RELATED NEEDS | $1,000 | |
| TORRINGTON PUBLIC SCHOOLS | |||||||
| 355 MIGEON AVENUE | TORRINGTON | CT | 06790 | PC | RACE & EQUITY LIBRARY RESOURCES | $4,000 | |
| TRINITY ACADEMY OF HARTFORD | |||||||
| 120 SIGOURNEY STREET | HARTFORD | CT | 061052755 | PC | CONTINUATION OF HEALTHY FOOD INITIATIVE DURING COVID CRISIS | $5,000 | |
| TURN 2 FOUNDATION INC | |||||||
| 215 PARK AVE SOUTH SUITE 1905 | NEW YORK | NY | 10003 | PC | UNRESTRICTED SUPPORT | $2,500 | |
| ULYSSES S GRANT FOUNDATION INC | |||||||
| PO BOX 200082 | NEW HAVEN | CT | 065200082 | PC | GENERAL SUPPORT | $1,000 | |
| UNITED COMMUNITY AND FAMILY SERVICES INC | |||||||
| 34 EAST TOWN STREET | NORWICH | CT | 06360 | PC | OUTREACH TO CLIENTS OF ROSS ADULT DAY CENTER | $2,500 | |
| UNITED SERVICES INC | |||||||
| 1007 NORTH MAIN STREETPO BOX 839 | DAYVILLE | CT | 062410839 | PC | CLIENT AND FAMILY COVID-19 SUPPORT | $1,000 | |
| UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | PC | NEIGHBORS IN NEED | $5,000 | |
| UNITED WAY OF COASTAL FAIRFIELD COUNTY INC | |||||||
| 855 MAIN STREET 10 FLOOR | BRIDGEPORT | CT | 066044915 | PC | 4 DAYS OF ACTIVITIES WITH DR. KIMBERLY JUANITA BROWN AND RESIDENTS AND THE BROADER BRIDGEPORT COMMUNITY | $7,500 | |
| UNITED WAY OF COASTAL FAIRFIELD COUNTY INC | |||||||
| 855 MAIN STREET 10 FLOOR | BRIDGEPORT | CT | 066044915 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT FOR PT PARTNERS | $20,000 | |
| UNITED WAY OF COASTAL FAIRFIELD COUNTY INC | |||||||
| 855 MAIN STREET 10 FLOOR | BRIDGEPORT | CT | 066044915 | PC | PT PARTNERS RESIDENT LEADERSHIP MUTUAL AID | $10,000 | |
| UNITED WAY OF COASTAL FAIRFIELD COUNTY INC | |||||||
| 855 MAIN STREET 10 FLOOR | BRIDGEPORT | CT | 066044915 | PC | PT PARTNERS: RESIDENT LEADERSHIP DEVELOPMENT PROGRAM | $75,000 | |
| UNITED WAY OF COASTAL FAIRFIELD COUNTY INC | |||||||
| 855 MAIN STREET 10 FLOOR | BRIDGEPORT | CT | 066044915 | PC | PT PARTNERS CONTINUATION GRANT. | $12,500 | |
| UNITED WAY OF GREATER NEW HAVEN INC | |||||||
| 370 JAMES STREET SUITE 403 | NEW HAVEN | CT | 065133091 | PC | SEMILLA COLLECTIVE GENERAL SUPPORT | $40,000 | |
| UNITED WAY OF GREATER NEW HAVEN INC | |||||||
| 370 JAMES STREET SUITE 403 | NEW HAVEN | CT | 065133091 | PC | SEMILLA COLLECTIVE NEW HAVEN MUTUAL AID | $30,000 | |
| UNITED WAY OF GREATER NEW HAVEN INC | |||||||
| 370 JAMES STREET SUITE 403 | NEW HAVEN | CT | 065133091 | PC | THE SEMILLA COLLECTIVE FOOD GARAGE | $10,000 | |
| UNITED WAY OF GREATER NEW HAVEN INC | |||||||
| 370 JAMES STREET SUITE 403 | NEW HAVEN | CT | 065133091 | PC | LOVE FED COVID EMERGENCY CSA | $5,000 | |
| UNITED WE DREAM NETWORK INC | |||||||
| PO BOX 33231 | WASHINGTON | DC | 20033 | PC | 10 YEAR ANNIVERSARY VIRTUAL GALA | $2,500 | |
| UNITED WE DREAM NETWORK INC | |||||||
| PO BOX 33231 | WASHINGTON | DC | 20033 | PC | CT STUDENTS FOR A DREAM GENERAL OPERATING SUPPORT | $100,000 | |
| UNITED WE DREAM NETWORK INC | |||||||
| PO BOX 33231 | WASHINGTON | DC | 20033 | PC | COVID-19 RESPONSE | $10,000 | |
| UNITED WE DREAM NETWORK INC | |||||||
| PO BOX 33231 | WASHINGTON | DC | 20033 | PC | UNRESTRICTED COVID-19 SUPPORT FOR CT STUDENTS FOR A DREAM | $20,000 | |
| UNITED WE DREAM NETWORK INC | |||||||
| PO BOX 33231 | WASHINGTON | DC | 20033 | PC | WELLNESS & MENTAL HEALTH SUPPORT | $3,500 | |
| UNITED WE DREAM NETWORK INC | |||||||
| PO BOX 33231 | WASHINGTON | DC | 20033 | PC | IMMIGRANTS ARE ESSENTIAL | $5,000 | |
| UNITED WORKERS INC | |||||||
| 253 COLUMBUS AVENUE | NEW HAVEN | CT | 065190000 | PC | THE LEARNING HUB AND COVID-19: INCREASED EDUCATIONAL EQUITY FOR NEW HAVENS LOW-INCOME AND MINORITY FAMILIES | $10,000 | |
| UNIVERSITY OF CONNECTICUT FOUNDATION INC | |||||||
| 10 TALCOTT NOTCH ROAD SUITE 100 | FARMINGTON | CT | 06032 | PC | WCGMF SCHOLARS PROGRAM | $42,000 | |
| UNIVERSITY OF CONNECTICUT FOUNDATION INC | |||||||
| 10 TALCOTT NOTCH ROAD SUITE 100 | FARMINGTON | CT | 06032 | PC | WCGMF SCHOLARS PROGRAM | $54,600 | |
| URBAN COMMUNITY ALLIANCE INC | |||||||
| 446A BLAKE STREET | NEW HAVEN | CT | 06513 | PC | MIDDLETOWN RAPID ACCESS | $10,000 | |
| URBAN COMMUNITY ALLIANCE INC | |||||||
| 446A BLAKE STREET | NEW HAVEN | CT | 06513 | PC | MIDDLETOWN URBAN TRAUMA | $10,000 | |
| URBAN CONCEPTS INC | |||||||
| POBOX 207091 | NEW HAVEN | CT | 06520 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT OF UNIDAD LATINA EN ACCION (ULA) | $20,000 | |
| URBAN CONCEPTS INC | |||||||
| POBOX 207091 | NEW HAVEN | CT | 06520 | PC | ORGANIZING IMMIGRANTS DURING COVID-19 CRISIS | $10,000 | |
| URBAN CONCEPTS INC | |||||||
| POBOX 207091 | NEW HAVEN | CT | 06520 | PC | UNIDAD LATINA EN ACCION (ULA): BUILDING MIGRANT POWER FOR RACIAL AND ECONOMIC JUSTICE | $75,000 | |
| URU THE RIGHT TO BE INC | |||||||
| POBOX 26925 | NEW HAVEN | CT | 065160968 | PC | OUR HUMANITY | $10,000 | |
| VARICK MEMORIAL A M E ZION CHURCH | |||||||
| 242/246 DIXWELL AVENUE | NEW HAVEN | CT | 06511 | PC | HOUSE OF MANNA EMERGENCY FOOD AND SOUP KITCHEN | $3,000 | |
| VISITING NURSE & HOSPICE OF FAIRFIELD COUNTY INC | |||||||
| 22 DANBURY ROAD | WILTON | CT | 068974307 | PC | COVID RESPONSE | $1,000 | |
| WEST HAVEN BLACK COALITION | |||||||
| 56 HIGHVIEW AVENUE | WEST HAVEN | CT | 06516 | PC | CARROLL E. BROWN ANNUAL SCHOLARSHIP & COMMUNITY AWARDS DINNER | $1,250 | |
| WINDHAM REGIONAL COMMUNITY COUNCIL INC | |||||||
| 872 MAIN STREET | WILLIMANTIC | CT | 06226 | PC | COMMUNITY TABLE/MESA COMUNITARIA | $5,000 | |
| WITNESS STONES PROJECT | |||||||
| PO BOX 250 | GUILFORD | CT | 064370250 | PC | HARTFORD WITNESS STONES PROJECT | $3,000 | |
| WOMEN'S CENTER OF GREATER DANBURY | |||||||
| 2 WEST STREET | DANBURY | CT | 06810 | PC | EMERGENCY SERVICES & SHELTER, VICTIMS OF DOMESTIC VIOLENCE | $5,000 | |
| WRITER S BLOCK INK INCORPORATED | |||||||
| 12 MASONIC STREET | NEW LONDON | CT | 063206404 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| WRITER S BLOCK INK INCORPORATED | |||||||
| 12 MASONIC STREET | NEW LONDON | CT | 063206404 | PC | THE BLOCK COUNCIL FOR ART & SOCIAL CHANGE | $5,000 | |
| WRITER S BLOCK INK INCORPORATED | |||||||
| 12 MASONIC STREET | NEW LONDON | CT | 063206404 | PC | UNRESTRICTED COVID-19 SUPPORT GRANT | $10,000 | |
| WRITER S BLOCK INK INCORPORATED | |||||||
| 12 MASONIC STREET | NEW LONDON | CT | 063206404 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| YOUTH CONTINUUM INC | |||||||
| 141 VALLEY ST | NEW HAVEN | CT | 065151211 | PC | HAZARD PAY | $5,000 | |
| YWCA HARTFORD REGION INC | |||||||
| 135 BROAD STREET | HARTFORD | CT | 061053718 | PC | SERVING YWCA HARTFORD PARTICIPANT NEEDS DURING COVID-19 CRISIS | $10,000 | |
| YWCA HARTFORD REGION INC | |||||||
| 135 BROAD STREET | HARTFORD | CT | 061053718 | PC | MARTIN LUTHER KING DAY PROJECT | $500 | |
| YWCA OF NEW BRITAIN | |||||||
| 19 FRANKLIN SQUARE | NEW BRITAIN | CT | 06051 | PC | YWCA STAND AGAINST RACISM | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,334,929 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A BETTER WAY FOUNDATION ABWF INC | ||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | GENERAL OPERATING SUPPORT FOR HEARING YOUTH VOICES | $50,000 |
| A BETTER WAY FOUNDATION ABWF INC | ||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | STEP UP NEW LONDON | $42,500 |
| A BETTER WAY FOUNDATION ABWF INC | ||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | GENERAL OPERATING SUPPORT OF CTCORE-ORGANIZE NOW | $100,000 |
| A BETTER WAY FOUNDATION ABWF INC | ||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | CT BLACK AND BROWN STUDENTS UNION: CONNECTION, CONVENING, COHESION | $37,500 |
| ACHIEVE HARTFORD | ||||||
| 1429 PARK UNIT 114 | HARTFORD | CT | 06106 | PC | RACIAL ADVOCATES FOR CROSS-CULTURAL EDUCATION - CURATING COMMUNITY POWER AND RESILIENCE TO ADDRESS RACIAL INEQUALITY IN GREATER WATERBURY | $40,000 |
| ACHIEVE HARTFORD | ||||||
| 1429 PARK UNIT 114 | HARTFORD | CT | 06106 | PC | RACIAL ADVOCATES FOR CROSS-CULTURAL EDUCATION - RACIAL INEQUALITY IN GREATER WATERBURY | $30,000 |
| ALL OUR KIN INC | ||||||
| PO BOX 8477 | NEW HAVEN | CT | 06530 | PC | CENTERING EQUITY AT ALL OUR KIN, IN OUR FAMILY CHILD CARE NETWORKS, AND IN OUR COUNTRY | $50,000 |
| AMISTAD UNITED CHURCH OF CHRIST INC | ||||||
| PO BOX 340292 | HARTFORD | CT | 06134 | PC | GENERAL OPERATING SUPPORT FOR MORAL MONDAY | $25,000 |
| BRIDGEPORT GENERATION NOW | ||||||
| 930 MAIN STREET | BRIDGEPORT | CT | 06604 | PC | BRIDGEPORT GENERATION NOW | $12,500 |
| BUILDING ONE COMMUNITY | ||||||
| 75 SELLECK STREET | STAMFORD | CT | 06902 | PC | POWER (PARENTS ORGANIZED WILL EFFECT RESULTS) | $100,000 |
| CENTER FOR LEADERSHIP AND JUSTICE | ||||||
| 47 VINE STREET | HARTFORD | CT | 061122246 | PC | POWER TEAMS: JUSTICE THROUGH ORGANIZING | $100,000 |
| CHRISTIAN COMMUNITY ACTION | ||||||
| 168 DAVENPORT AVENUE | NEW HAVEN | CT | 06519 | PC | ADVANCING NEW HAVEN THROUGH ADVOCACY, EDUCATION, AND EMPOWERMENT | $20,000 |
| CITYWIDE YOUTH COALITION INC | ||||||
| 928 CHAPEL STREET SUITE 201/202 | NEW HAVEN | CT | 06510 | PC | GENERAL OPERATING SUPPORT | $62,500 |
| CLIFFORD W BEERS GUIDANCE CLINIC INCORPORATED | ||||||
| 5 SCIENCE PARK | NEW HAVEN | CT | 065111966 | PC | FAMILY WELLNESS CENTER | $12,500 |
| COMMON COUNSEL FOUNDATION | ||||||
| 1624 FRANKLIN ST STE 1022 | OAKLAND | CA | 946122824 | PC | THE MOVEMENT FOR BLACK LIVES | $200,000 |
| COMMUNITY BONDS | ||||||
| PO BOX 593 | NEW HAVEN | CT | 06513 | PC | GENERAL OPERATING SUPPORT FOR CT BAIL FUND/ IMMIGRANT BAIL FUND | $37,500 |
| COMMUNITY MEDIATION INC | ||||||
| 1253 WHITNEY AVENUE | HAMDEN | CT | 06517 | PC | GENERAL OPERATING SUPPORT FOR STUDENTS FOR EDUCATIONAL JUSTICE | $100,000 |
| CONGREGATIONS ORGANIZED FOR A NEW CONNECTICUT INC | ||||||
| PO BOX 4298 | HAMDEN | CT | 065140298 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| CONNECTICUT CITIZEN RESEARCH GROUP INC | ||||||
| 30 ARBOR ST STE 6N | HARTFORD | CT | 061061215 | PC | STATEWIDE EDUCATION EQUITY ORGANIZING INITIATIVE | $37,500 |
| CONNECTICUT WOMENS EDUCATIONAL AND LEGAL FUND INC | ||||||
| 75 CHARTER OAK AVENUE SUITE 1-300 | HARTFORD | CT | 061060000 | PC | WOMEN OF COLOR ECONOMIC SECURITY INITIATIVE | $12,500 |
| EAST HARTFORD SCHOOL BUSINESS PARTNERSHIPS INC | ||||||
| 1110 MAIN STREET | EAST HARTFORD | CT | 061082240 | PC | CULTURAL RESPONSIVENESS AND EQUITY PROFESSIONAL DEVELOPMENT SERIES | $5,357 |
| EDUCATORS FOR EXCELLENCE | ||||||
| 153 EAST ST | NEW HAVEN | CT | 06511 | PC | ADVANCING EDUCATIONAL EQUITY IN CONNECTICUT | $12,500 |
| ELM CITY MONTESSORI SCHOOL | ||||||
| 375 QUINNIPIAC AVENUE | NEW HAVEN | CT | 06513 | PC | ABAR AT ECMS | $75,000 |
| FAITHACTS FOR EDUCATION INC | ||||||
| 160 FAIRFIELD AVENUE | BRIDGEPORT | CT | 066044205 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| FIRST CONGREGATIONAL CHURCH IN BLOOMFIELD | ||||||
| 10 WINTONBURY AVENUE | BLOOMFIELD | CT | 06002 | PC | THE ALLIANCE FOR BLOOMFIELD'S CHILDREN: 2020 CONTINUATION GRANT | $40,000 |
| HARTFORD FOOD SYSTEM INC | ||||||
| 190 WETHERSFIELD AVE | HARTFORD | CT | 061141113 | PC | GROW HARTFORD YOUTH PROGRAM | $30,000 |
| HARTFORD PARENT UNIVERSITY INC | ||||||
| 330 MARKET STREET 3RD FLOOR | HARTFORD | CT | 061202901 | PC | GENERAL OPERATING SUPPORT | $75,000 |
| HIGHER HEIGHTS YOUTH EMPOWERMENT PROGRAMS INC | ||||||
| 157 CHURCH ST 19TH FLOOR | NEW HAVEN | CT | 06511 | PC | NEW HAVEN PUBLIC SCHOOLS TALENT MANAGEMENT & DEVELOPMENT PLAN 2019-2020 | $50,000 |
| HIGHER HEIGHTS YOUTH EMPOWERMENT PROGRAMS INC | ||||||
| 157 CHURCH ST 19TH FLOOR | NEW HAVEN | CT | 06511 | PC | DELT EQUITY ACTION PLAN | $70,750 |
| HOPE FOR NEW HAVEN INC | ||||||
| 81 OLIVE STREET | NEW HAVEN | CT | 06511 | PC | TEACHER IN RESIDENCE APPRENTICESHIP PROGRAM | $50,000 |
| KATAL CENTER FOR HEALTH EQUITY AND JUSTICE INC | ||||||
| 65 HUNGERFORD STREET | HARTFORD | CT | 06106 | PC | APPRENTICE ORGANIZER PROGRAM | $37,500 |
| MAKE THE ROAD NEW YORK | ||||||
| 92-10 ROOSEVELT AVE | JACKSON HEIGHTS | NY | 11372 | PC | GENERAL OPERATING SUPPORT FOR MAKE THE ROAD CT | $100,000 |
| MIDDLESEX UNITED WAY INC | ||||||
| 100 RIVERVIEW CENTER SUITE 230 | MIDDLETOWN | CT | 064573445 | PC | GENERAL OPERATING SUPPORT FOR MIDDLETOWN RACIAL JUSTICE COALITION | $50,000 |
| MINORITY INCLUSION PROJECT INCORPORATED | ||||||
| 1131-0 TOLLAND TPKE STE 16 | MANCHESTER | CT | 06042 | PC | BOARD DIVERSITY INITIATIVE HARTFORD | $12,500 |
| NEIGHBORHOOD HOUSING SERVICES OF WATERBURY INC | ||||||
| 193 GRAND STREET 3RD FLOOR | WATERBURY | CT | 067021919 | PC | THE UNGROUP SOCIETY: COMMUNITY IN EDUCATION TEACHING PARTNERSHIP | $25,000 |
| NEW HAVEN LEGAL ASSISTANCE ASSOCIATION INC | ||||||
| 205 ORANGE STREET | NEW HAVEN | CT | 06510 | PC | COMMUNITY AND ECONOMIC JUSTICE | $25,000 |
| OPEN COMMUNITIES ALLIANCE | ||||||
| 75 CHARTER OAK AVENUE | HARTFORD | CT | 061061903 | PC | COMMUNITY COLLABORATIONS FOR SYSTEMIC TRANSFORMATIONS | $75,000 |
| RECENTER RACE & EQUITY IN EDUCATION INC | ||||||
| 75 CHARTER OAK AVENUE SUITE 1-310 | HARTFORD | CT | 06106 | PC | RE CENTER RACE & EQUITY IN EDUCATION | $150,000 |
| REGIONAL YOUTH ADULT SOCIAL ACTION PARTNERSHIP INC | ||||||
| 2470 FAIRFIELD AVE | BRIDGEPORT | CT | 06605 | PC | CT JUVENILE JUSTICE ALLIANCE JUSTICE ADVISORS | $25,000 |
| RELAY GRADUATE SCHOOL OF EDUCATION | ||||||
| PO BOX 9196 | NEW HAVEN | CT | 06532 | PC | RELAY CONNECTICUT RESIDENCY | $125,000 |
| RELAY GRADUATE SCHOOL OF EDUCATION | ||||||
| PO BOX 9196 | NEW HAVEN | CT | 06532 | PC | LIBERATED: AN ANTI-RACIST APPROACH TO SOCIAL AND EMOTIONAL LEARNING | $155,000 |
| SAVE GIRLS ON FYER | ||||||
| 276 HIGHLAND AVENUE | WATERBURY | CT | 067083022 | PC | GENERAL OPERATING SUPPORT | $100,000 |
| SERC FOUNDATION | ||||||
| 100 ROSCOMMON DRIVE SUITE 110 | MIDDLETOWN | CT | 064577559 | PC | COURAGEOUS LEADERSHIP-COHERENCE & SUSTAINABILITY | $125,000 |
| THE PROSPERITY FOUNDATION INC | ||||||
| 1287 CHAPEL STREET | NEW HAVEN | CT | 065114514 | PC | BLACK COMMUNITY GRANT GIVE | $27,500 |
| THE UNITED WAY OF GREATER WATERBURY INC | ||||||
| 100 NORTH ELM STREET 2ND FLOOR | WATERBURY | CT | 067232688 | PC | WATERBURY BRIDGE TO SUCCESS COMMUNITY PARTNERSHIP: RESTORING THE VILLAGE | $100,000 |
| THE UNITED WAY OF GREATER WATERBURY INC | ||||||
| 100 NORTH ELM STREET 2ND FLOOR | WATERBURY | CT | 067232688 | PC | LET'S TALK ABOUT RACE FAMILY GUIDE BOOK | $50,000 |
| UNITED WAY OF COASTAL FAIRFIELD COUNTY INC | ||||||
| 855 MAIN STREET 10 FLOOR | BRIDGEPORT | CT | 066044915 | PC | PT PARTNERS: RESIDENT LEADERSHIP DEVELOPMENT PROGRAM | $75,000 |
| UNITED WE DREAM NETWORK INC | ||||||
| PO BOX 33231 | WASHINGTON | DC | 20033 | PC | GENERAL OPERATING SUPPORT FOR CT STUDENTS FOR A DREAM | $100,000 |
| UNIVERSITY OF CONNECTICUT FOUNDATION INC | ||||||
| 10 TALCOTT NOTCH ROAD SUITE 100 | FARMINGTON | CT | 06032 | PC | WCGMF SCHOLARS PROGRAM | $42,000 |
| URBAN CONCEPTS INC | ||||||
| 44 RICHARDSON ST | BRIDGEPORT | CT | 066101637 | PC | AMPLIFYING THE VOICES OF MIGRANT WORKERS TO MAKE SYSTEMIC CHANGE | $5,000 |
| URBAN CONCEPTS INC | ||||||
| 44 RICHARDSON ST | BRIDGEPORT | CT | 066101637 | PC | UNIDAD LATINA EN ACCION: BUILDING MIGRANT WORKER POWER FOR RACIAL AND ECONOMIC JUSTICE | $75,000 |
| WRITER S BLOCK INK INCORPORATED | ||||||
| 12 MASONIC STREET | NEW LONDON | CT | 063206404 | PC | GENERAL OPERATING SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,183,107 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $184,608 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $294,518 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 902001 | BusinessCd |
| Unrelated Business Taxbl Incm | $125,264 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,182,109 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,904,699 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $125,264 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,565,934 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,691,198 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| WILLIAM GRAUSTEIN | |||||||
| 1 | ONE HAMDEN CENTER SUITE 2B 2319 WHI | HAMDEN | CT | 06518 | $575,000 | Yes (X) | |
| ESTATE OF JEAN GRAUSTEIN | |||||||
| 2 | 250 DYER STREET | NEW HAVEN | CT | 06511 | $2,201,041 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $2,201,041 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AUDITORS | $36,000 | $0 | $0 | $36,000 |
| ACCOUNTANTS | $115,275 | $86,456 | $0 | $28,819 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| NEW HAVEN BANK - CD | $100,000 |
| CAPITAL FOR CHANGE - CDFI | $100,000 |
| CAPITAL GOOD FUND - CDFI | $100,000 |
| HOUSING DEVELOPMENT FUND - CDFI | $100,000 |
| HARTFORD ECONOMIC DEVELOPMENT FUND - CDFI | $100,000 |
| COMMUNITY CONCEPTS FINANCE CORP - CDFI | $100,000 |
| FOUR DIRECTIONS DEVELOPMENT CORP - CDFI | $100,000 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| EQUIPMENT | 2015-01-01 | $62,464 | $42,116 | 200DB | 7.000000000000 | $5,981 | $0 | $5,981 |
| FURNITURE | 2015-01-01 | $125,772 | $28,275 | 200DB | 7.000000000000 | $21,687 | $0 | $21,687 |
| LEASEHOLD IMPROVEMENTS | 2015-01-01 | $367,025 | $275,580 | 200DB | 7.000000000000 | $34,450 | $0 | $34,450 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (51 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS 2.95% DUE 03-15-2025 | $126,181 | $126,181 |
| ABBVIE INC 3.6% 05-14-2025 | $89,127 | $89,127 |
| AMERICAN EXPRESS CO 2.75% 05-20-2022 | $36,108 | $36,108 |
| AMERICAN HONDA FIN CORP FIXED 2.05% 01-10-2023 | $124,091 | $124,091 |
| AMERN EXPRESS CO FIXED 2.5% DUE 08-01-2022 | $87,700 | $87,700 |
| AMGEN INC 2.2% DUE 02-21-2027 | $96,481 | $96,481 |
| ANHEUSER-BUSCH COS LLC CORP 3.65% 02-01-2026 | $90,430 | $90,430 |
| ANTHEM INC 3.65% 12-01-2027 | $121,083 | $121,083 |
| AON CORPORATION 2.8% 05-15-2030 | $55,640 | $55,640 |
| APPLE INC 2.85% DUE 02-23-2023 | $73,509 | $73,509 |
| AT&T INC 4.125% DUE 02-17-2026 | $92,582 | $92,582 |
| AVALONBAY CMNTYS INC TRANCHE # TR 00015 2.95 09-15-2022 | $20,756 | $20,756 |
| BANK AMER CORP 1.898% DUE 07-23-2031 | $186,913 | $186,913 |
| BANK NEW YORK MELLON CORP MEDIUM TERM SR NT BOOK ENTRY 2.95% 01-29-2023 | $136,743 | $136,743 |
| BSTN PPTYS LTD 2.75% DUE 10-01-2026 | $21,805 | $21,805 |
| CATERPILLAR FINL 3.45% DUE 05-15-2023 | $182,232 | $182,232 |
| CITIGROUP INC 3.2% DUE 10-21-2026 | $95,002 | $95,002 |
| COMCAST CORP NEW 3.15% DUE 03-01-2026 | $184,216 | $184,216 |
| DEERE JOHN CAP 2.8% DUE 03-06-2023 | $137,206 | $137,206 |
| DIAGEO INVT CORP 2.875% DUE 05-11-2022 | $82,726 | $82,726 |
| DISNEY WALT CO 2% DUE 09-01-2029 | $70,026 | $70,026 |
| DTE ENERGY CO FIXED 1.05% DUE 06-01-2025 | $126,403 | $126,403 |
| ENBRIDGE INC 2.9% 07-15-2022 | $62,217 | $62,217 |
| GENERAL MLS INC 3.7% 10-17-2023 | $54,454 | $54,454 |
| HOME DEPOT INC 2.95% DUE 06-15-2029 | $181,870 | $181,870 |
| JPMORGAN CHASE & 2.95% DUE 10-01-2026 | $94,303 | $94,303 |
| LINCOLN NATL CORP 3.05% DUE 01-15-2030 | $50,191 | $50,191 |
| MASTERCARD INC 3.35% DUE 03-26-2030 REG | $116,274 | $116,274 |
| MERCK & CO INC NEW 3.4% DUE 03-07-2029 | $145,422 | $145,422 |
| MICROSOFT CORP 2.875% DUE 02-06-2024 | $112,785 | $112,785 |
| MORGAN STANLEY 2.75% DUE 05-19-2022 | $53,702 | $53,702 |
| MORGAN STANLEY 3.875% DUE 04-29-2024 | $94,165 | $94,165 |
| NEXTERA ENERGY CAP 2.9% DUE 04-01-2022 | $92,870 | $92,870 |
| NIKE INC 2.75% DUE 03-27-2027 | $182,577 | $182,577 |
| NOVARTIS CAP CORP 1.75% DUE 02-14-2025 | $110,152 | $110,152 |
| PEPSICO INC FIXED 2.75% 03-19-2030 | $95,173 | $95,173 |
| PNC FINL SVCS 3.5% DUE 01-23-2024 | $54,493 | $54,493 |
| PUBLIC SVC ENTERPRISE GROUP INC 2.875% DUE 06-15-2024 | $86,122 | $86,122 |
| SANOFI S A 3.375% DUE 06-19-2023 | $80,440 | $80,440 |
| SCHLUMBERGER INVT 3.65% DUE 12-01-2023 | $54,282 | $54,282 |
| SHELL INTL FIN B V 2.875% DUE 05-10-2026 | $182,483 | $182,483 |
| SIMON PPTY GROUP FIXED 2% 09-13-2024 | $99,280 | $99,280 |
| STATOIL ASA 2.65% DUE 01-15-2024 | $138,067 | $138,067 |
| TARGET CORP 2.25% DUE 04-15-2025 | $90,989 | $90,989 |
| THERMO FISHER SCIENTIFIC INC 4.133% DUE 03-25-2025 REG | $94,374 | $94,374 |
| TOTAL CAP INTL GTD NT 3.75 DUE 04-10-2024 REG | $38,697 | $38,697 |
| U S BANCORP MEDIUM 2.375% DUE 07-22-2026 | $124,497 | $124,497 |
| UNITEDHEALTH GROUP 3.75% DUE 07-15-2025 | $182,294 | $182,294 |
| UTD PARCEL SVC INC 3.4% DUE 03-15-2029 | $157,283 | $157,283 |
| VERIZON FIXED 1.5% DUE 09-18-2030 | $98,512 | $98,512 |
| XCEL ENERGY INC 4% DUE 06-15-2028 | $58,864 | $58,864 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (107 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO COM | $236,840 | $236,840 |
| 3M CO COM | $37,755 | $37,755 |
| ADOBE SYS INC COM | $272,065 | $272,065 |
| ADOBE SYS INC COM | $75,018 | $75,018 |
| ADR NESTLE S A SPONSORED ADR REPSTG REG SH | $373,544 | $373,544 |
| ADR NOVARTIS AG | $290,561 | $290,561 |
| ADR NOVO-NORDISK A S ADR | $34,855 | $34,855 |
| ADR ROCHE HLDG LTD SPONSORED ADR ISIN #US771195104 | $139,499 | $139,499 |
| ADVANCE AUTO PTS INC COM | $27,092 | $27,092 |
| AGILENT TECHNOLOGIES INC COM | $52,847 | $52,847 |
| AIR PROD & CHEM INC COM | $404,092 | $404,092 |
| ALEXANDRIA REAL ESTATE EQUITIES INC COM | $28,515 | $28,515 |
| ALPHABET INC CAP STK USD0.001 CL C | $527,316 | $527,316 |
| ALPHABET INC CAP STK USD0.001 CL C | $150,662 | $150,662 |
| ALPHABET INC CAPITAL STOCK USD0.001 CL A | $198,048 | $198,048 |
| AMAZON COM INC COM | $980,336 | $980,336 |
| AMERICAN WTR WKS CO INC NEW COM | $27,471 | $27,471 |
| AMGEN INC COM | $32,879 | $32,879 |
| ANALOG DEVICES INC COM | $283,937 | $283,937 |
| ANALOG DEVICES INC COM | $33,682 | $33,682 |
| AON PLC | $34,226 | $34,226 |
| APPLE INC COM STK | $222,919 | $222,919 |
| APPLE INC COM STK | $476,888 | $476,888 |
| APPLIED MATERIALS INC COM | $37,023 | $37,023 |
| APTARGROUP INC COM | $35,318 | $35,318 |
| ARISTA NETWORKS INC COM | $316,140 | $316,140 |
| AVANGRID INC COM | $24,361 | $24,361 |
| BECTON DICKINSON & CO COM | $363,069 | $363,069 |
| BERKSHIRE HATHAWAY INC-CL B | $302,590 | $302,590 |
| BIOGEN INC COMMON STOCK | $35,260 | $35,260 |
| BOOKING HLDGS INC COM | $33,409 | $33,409 |
| BOOKING HLDGS INC COM | $440,999 | $440,999 |
| CARLISLE COMPANIES INC COM | $28,581 | $28,581 |
| CARRIER GLOBAL CORPORATION COM USD0.01 WI | $40,813 | $40,813 |
| CERNER CORP COM | $46,303 | $46,303 |
| CHARTER COMMUNICATIONS INC NEW CL A CL A | $590,764 | $590,764 |
| CHIPOTLE MEXICAN GRILL INC COM STK | $381,345 | $381,345 |
| CIENA CORP COM NEW | $56,074 | $56,074 |
| CITIGROUP INC COM NEW COM NEW | $74,485 | $74,485 |
| CME GROUP INC COM STK | $29,856 | $29,856 |
| COLGATE-PALMOLIVE CO COM | $28,389 | $28,389 |
| COMCAST CORP NEW-CL A | $445,610 | $445,610 |
| COSTCO WHOLESALE CORP NEW COM | $371,505 | $371,505 |
| CUMMINS INC | $57,229 | $57,229 |
| DANAHER CORP COM | $50,648 | $50,648 |
| DOLLAR GEN CORP NEW COM | $384,849 | $384,849 |
| ECOLAB INC COM STK USD1 | $251,627 | $251,627 |
| ECOLAB INC COM STK USD1 | $34,401 | $34,401 |
| EMERSON ELECTRIC CO COM | $43,480 | $43,480 |
| ESTEE LAUDER COMPANIES INC CL A USD0.01 | $36,202 | $36,202 |
| FACEBOOK INC COM USD0.000006 CL 'A' | $557,246 | $557,246 |
| FEDEX CORP COM | $594,011 | $594,011 |
| FIRST SOLAR INC COM | $79,828 | $79,828 |
| GILEAD SCIENCES INC | $38,859 | $38,859 |
| GUIDEWIRE SOFTWARE INC COM USD0.0001 | $180,222 | $180,222 |
| HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAP INC COM | $84,742 | $84,742 |
| HOME DEPOT INC COM | $55,249 | $55,249 |
| INTUIT COM | $70,272 | $70,272 |
| JOHNSON & JOHNSON COM USD1 | $450,894 | $450,894 |
| JPMORGAN CHASE & CO COM | $546,782 | $546,782 |
| KIMBERLY-CLARK CORP COM | $38,966 | $38,966 |
| KS CY SOUTHN | $34,294 | $34,294 |
| MASTERCARD INC CL A | $681,042 | $681,042 |
| MERCK & CO INC NEW COM | $64,949 | $64,949 |
| MFO ARIEL INVT TR ARIEL FD INSTL CL | $3,237,041 | $3,237,041 |
| MFO BROWN CAP MGMT MUT FDS INTL SMALL CO INSTL SHS USD | $3,855,994 | $3,855,994 |
| MICRON TECH INC COM | $68,188 | $68,188 |
| MICROSOFT CORP COM | $866,103 | $866,103 |
| MICROSOFT CORP COM | $232,206 | $232,206 |
| MOHAWK INDS INC COM | $59,904 | $59,904 |
| MONDELEZ INTL INC COM | $45,022 | $45,022 |
| MORGAN STANLEY COM STK USD0.01 | $78,261 | $78,261 |
| NETFLIX INC COM STK | $344,986 | $344,986 |
| NETFLIX INC COM STK | $40,555 | $40,555 |
| NEW YORK TIMES CO CL A ISIN #US6501111073 | $35,670 | $35,670 |
| NIKE INC CL B | $623,600 | $623,600 |
| NYES LEDGE CAPITAL OFFSHORE FUND | $6,180,423 | $6,180,423 |
| PEPSICO INC COM | $276,283 | $276,283 |
| PNC FINANCIAL SERVICES GROUP COM STK | $48,723 | $48,723 |
| PROCTER & GAMBLE COM NPV | $41,881 | $41,881 |
| PROGRESSIVE CORP OH COM | $525,053 | $525,053 |
| PVH CORP COM USD1 | $30,420 | $30,420 |
| REGENERON PHARMACEUTICALS INC COM | $35,750 | $35,750 |
| ROPER TECHNOLOGIES , INC | $398,758 | $398,758 |
| ROSS STORES INC COM | $230,146 | $230,146 |
| S&P GLOBAL INC COM | $474,357 | $474,357 |
| SALESFORCE COM INC COM STK | $31,377 | $31,377 |
| T ROWE PRICE GROUP INC | $43,903 | $43,903 |
| TARGET CORP COM STK | $61,609 | $61,609 |
| TEXAS INSTRUMENTS INC COM | $556,072 | $556,072 |
| THERMO FISHER CORP | $585,485 | $585,485 |
| TJX COS INC COM NEW | $434,461 | $434,461 |
| TJX COS INC COM NEW | $36,057 | $36,057 |
| TOPBUILD CORP COM | $37,368 | $37,368 |
| TRANSDIGM GROUP INC COM | $285,909 | $285,909 |
| UNION PAC CORP COM | $467,037 | $467,037 |
| UNITEDHEALTH GROUP INC COM | $440,103 | $440,103 |
| VERISK ANALYTICS INC COM USD0.001 | $436,977 | $436,977 |
| VERIZON COMMUNICATIONS COM | $83,014 | $83,014 |
| VISA INC COM CL A STK | $125,551 | $125,551 |
| VMWARE INC CL A COM CL A COM | $22,862 | $22,862 |
| WABTEC CORP COM | $38,503 | $38,503 |
| WALT DISNEY CO | $54,535 | $54,535 |
| WATERS CORP COM | $34,144 | $34,144 |
| WATERS CORP COM | $248,657 | $248,657 |
| WORKDAY INC CL A COM USD0.001 | $335,933 | $335,933 |
| YUM BRANDS INC COM | $217,120 | $217,120 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,657,561 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,657,561 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $2,426,351 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,426,351 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (77 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCOLADE PARTNERS VI | FMV | $760,074 | $760,074 |
| ACCOLADE PARTNERS VI | FMV | $1,049,313 | $1,049,313 |
| AVANATH AFFORDABLE HOUSING IV | FMV | $398,330 | $398,330 |
| AXIOM ASIA IV | FMV | $1,270,397 | $1,270,397 |
| COMMONFUND CAPITAL PEP IX | FMV | $561,826 | $561,826 |
| COMMONFUND CAPITAL PEP VI | FMV | $152,469 | $152,469 |
| COMMONFUND CAPITAL PEP VII | FMV | $524,711 | $524,711 |
| COMMONFUND CAPITAL PEP VIII | FMV | $462,172 | $462,172 |
| COMMONFUND INTERNATIONAL PARTNERS V | FMV | $579,775 | $579,775 |
| COMMONFUND INTERNATIONAL PARTNERS VI | FMV | $580,540 | $580,540 |
| COMMONFUND INTERNATIONAL PARTNERS VII | FMV | $379,835 | $379,835 |
| COMMONFUND INTERNATIONAL PARTNERS VIII | FMV | $516,341 | $516,341 |
| COMMONFUND NATURAL RESOURCE PARTNERS IX | FMV | $1,019,658 | $1,019,658 |
| COMMONFUND NATURAL RESOURCE PARTNERS VII | FMV | $404,303 | $404,303 |
| COMMONFUND NATURAL RESOURCE PARTNERS VIII | FMV | $161,727 | $161,727 |
| COMMONFUND NATURAL RESOURCE PARTNERS X | FMV | $953,180 | $953,180 |
| COMMONFUND VENTURE PARTNERS IX | FMV | $1,069,810 | $1,069,810 |
| COMMONFUND VENTURE PARTNERS VII | FMV | $387,427 | $387,427 |
| COMMONFUND VENTURE PARTNERS VIII | FMV | $2,103,217 | $2,103,217 |
| COMMONFUND VENTURE PARTNERS X | FMV | $1,199,505 | $1,199,505 |
| COMMONFUND VENTURE PARTNERS XI | FMV | $2,181,410 | $2,181,410 |
| CROW HOLDINGS VII-A | FMV | $179,472 | $179,472 |
| CROW HOLDINGS VIII | FMV | $770,932 | $770,932 |
| CROW REALTY VI-A | FMV | $316,914 | $316,914 |
| DOUBLE BOTTOM LINE | FMV | $1,029,717 | $1,029,717 |
| FAIRVIEW PRIVATE MARKETS FUND V | FMV | $463,292 | $463,292 |
| FEMALE FOUNDERS FUND III | FMV | $203,238 | $203,238 |
| FIR TREE REAL ESTATE FUND | FMV | $7,754 | $7,754 |
| GENERATION GLOBAL | FMV | $5,714,088 | $5,714,088 |
| GENERATION IM ASIA | FMV | $1,757,741 | $1,757,741 |
| ILLUMEN CAPITAL | FMV | $267,021 | $267,021 |
| KLINE HILL PARTNERS | FMV | $999,504 | $999,504 |
| KLINE HILL PARTNERS II | FMV | $963,895 | $963,895 |
| MATERIAL IMPACT FUND II | FMV | $83,737 | $83,737 |
| MONDRIAN IEF, LP | FMV | $4,470,484 | $4,470,484 |
| OAK HILL STRATEGIC CREDIT FUND | FMV | $688,852 | $688,852 |
| OBVIOUS VENTURES III | FMV | $488,815 | $488,815 |
| OWL VENTURES | FMV | $1,176,486 | $1,176,486 |
| OWL VENTURES II | FMV | $967,862 | $967,862 |
| OWNERSHIP CAPITAL GLOBAL EQUITY | FMV | $7,578,508 | $7,578,508 |
| POMONA CAPITAL VI | FMV | $96,233 | $96,233 |
| PRESERVER | FMV | $3,581,249 | $3,581,249 |
| RETHINK IMPACT II | FMV | $86,784 | $86,784 |
| RRG GLOBAL PARTNERS FUND | FMV | $1,037,826 | $1,037,826 |
| RRG SUSTAINABLE WATER IMPACT FUND | FMV | $289,502 | $289,502 |
| SEAE VENTRUES I | FMV | $371,706 | $371,706 |
| STEWART EMERGING MAHOUT GLOBAL | FMV | $3,823,050 | $3,823,050 |
| TIFF LIMITED PARTNERSHIP III | FMV | $13,341 | $13,341 |
| TIFF LIMITED PARTNERSHIP IV | FMV | $7,993 | $7,993 |
| TIFF PARTNERS V - US | FMV | $150,049 | $150,049 |
| TIFF PEP 2005 | FMV | $233,663 | $233,663 |
| TIFF PEP 2006 | FMV | $99,285 | $99,285 |
| TIFF PEP 2007 | FMV | $497,588 | $497,588 |
| TIFF PEP 2008 | FMV | $379,144 | $379,144 |
| TIFF PEP 2009 | FMV | $54,208 | $54,208 |
| TIFF PEP 2010 | FMV | $227,426 | $227,426 |
| TIFF PEP 2011 | FMV | $299,263 | $299,263 |
| TIFF PEP 2012 | FMV | $348,562 | $348,562 |
| TIFF PEP 2013 | FMV | $849,216 | $849,216 |
| TIFF PEP 2014 | FMV | $836,811 | $836,811 |
| TIFF PEP 2015 | FMV | $1,349,084 | $1,349,084 |
| TIFF PEP 2016 | FMV | $836,632 | $836,632 |
| TIFF PEP 2017 | FMV | $617,852 | $617,852 |
| TIFF R&R 2008 | FMV | $174,025 | $174,025 |
| TIFF R&R 2009 | FMV | $5,765 | $5,765 |
| TIFF REAL ESTATE PARTNERS I | FMV | $43,934 | $43,934 |
| TIFF REAL ESTATE PARTNERS II | FMV | $152,225 | $152,225 |
| TIFF REALTY & RESOURCES IV | FMV | $413,391 | $413,391 |
| TIFF REALTY & RESOURCES LIMITED PARTNERSHIP II | FMV | $135,612 | $135,612 |
| TIFF REALTY & RESOURCES LIMITED PARTNERSHIP III | FMV | $165,169 | $165,169 |
| TIFF ROF | FMV | $246,489 | $246,489 |
| TIFF SECONDARY PARTNERS | FMV | $98,789 | $98,789 |
| TIFF SPECIAL OPPORTUNITY FUND | FMV | $362,982 | $362,982 |
| TUCKERBROOK GDF FUND | FMV | $265,976 | $265,976 |
| VALUEACT SPRING INTENTIONS | FMV | $3,648,852 | $3,648,852 |
| VOLORIDGE SUSTAINABILITY FUND | FMV | $3,223,609 | $3,223,609 |
| WHITEBOX MULTI-STRATEGY FUND | FMV | $302,246 | $302,246 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| EQUIPMENT | $62,464 | $48,097 | $14,367 |
| FURNITURE | $125,772 | $49,962 | $75,810 |
| LEASEHOLD IMPROVEMENTS | $367,025 | $310,030 | $56,995 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $6,201 | LegalFeesAmt |
| Net Investment Income | $124 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,077 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSITS | $12,999 | $12,999 | $12,999 |
| LISC LOAN RECEIVABLE | $26,904 | $26,904 | $26,904 |
| EMPLOYEE RECEIVABLE | $6,690 | ||
| PRI-CAPITAL FOR CHANGE | $500,000 | $500,000 | $500,000 |
| OTHER RECEIVABLE - TIFF DSF | $62,991 | $3,786,493 | $3,786,493 |
| CDFI'S & CD'S (PRI'S) | $900,000 | $900,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN POST-RETIREMENT BENEFIT OBLIGATION | Desc |
| Amt | $67,968 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL FEES | $2,162 | $0 | $0 | $2,162 |
| DUES, FEES, MEMBERSHIPS | $116,405 | $0 | $0 | $116,405 |
| TRAINING BOARD & STAFF | $83,912 | $0 | $0 | $83,912 |
| OFFICE SUPPLIES | $6,349 | $0 | $0 | $6,349 |
| OFFICE | $30,109 | $0 | $0 | $28,604 |
| COMPUTER MAINTENANCE & SUPPLIES | $52,972 | $0 | $0 | $52,972 |
| POSTAGE | $2,188 | $0 | $0 | $2,188 |
| CONVENING | $93,088 | $0 | $0 | $93,088 |
| TELECOMMUNICATIONS | $9,215 | $0 | $0 | $9,215 |
| LIABILITY INSURANCE | $33,493 | $0 | $0 | $33,943 |
| COMMUNICATIONS | $13,333 | $0 | $0 | $13,333 |
| COVID SUPPLIES | $38,502 | $0 | $0 | $38,502 |
| SOFTWARE | $17,536 | $0 | $0 | $17,536 |
| PROGRAM DEVELOPMENT | $349,673 | $0 | $0 | $349,673 |
| COMMUNITY LIAISONS | $15,000 | $0 | $0 | $15,000 |
| CAPACITY BUILDING | $2,906 | $0 | $0 | $2,906 |
| TECHNICAL ASSISTANCE | $21,726 | $0 | $0 | $21,726 |
| WEBSITE DEVELOPMENT | $9,948 | $0 | $0 | $9,948 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (82 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PTSHP INCOME - ACCOLADE VI | $16,152 | $16,152 |
| PTSHP INCOME - ACCOLADE VII | -$45,864 | -$45,864 |
| PTSHP INCOME - AVANATH | -$31,947 | -$31,947 |
| PTSHP INCOME - AXIOM ASIA IV | -$3,944 | -$3,944 |
| PTSHP INCOME - CF CAPITAL INTERNATIONAL PARTNERS VI,L.P. | $107,154 | $107,154 |
| PTSHP INCOME - CF CAPITAL INTERNATIONAL PARTNERS V LP | $71,619 | $71,619 |
| PTSHP INCOME - CF CAPITAL INTERNATIONAL PARTNERS VII | $18,206 | $18,206 |
| PTSHP INCOME - CF CAPITAL INTERNATIONAL PARTNERS VIII | $14,770 | $14,770 |
| PTSHP INCOME - CF CAPITAL NATURAL RESOURCES PARTNERS IX | $94,139 | $94,139 |
| PTSHP INCOME - CF CAPITAL NATURAL RESOURCES PARTNERS VII | $35,903 | $35,903 |
| PTSHP INCOME - CF CAPITAL NATURAL RESOURCES PARTNERS VIII | $32,186 | $32,186 |
| PTSHP INCOME - CF CAPITAL NATURAL RESOURCES PARTNERS X | $2,711 | $2,711 |
| PTSHP INCOME - CF CAPITAL PRIVATE EQUITY PARTNERS IX | $17,167 | $17,167 |
| PTSHP INCOME - CF CAPITAL PRIVATE EQUITY PARTNERS VI LP | $19,094 | $19,094 |
| PTSHP INCOME - CF CAPITAL PRIVATE EQUITY PARTNERS VII | $107,414 | $107,414 |
| PTSHP INCOME - CF CAPITAL PRIVATE EQUITY PARTNERS VIII | $44,294 | $44,294 |
| PTSHP INCOME - CF CAPITAL VENTURE PARTNERS IX | $354,029 | $354,029 |
| PTSHP INCOME - CF CAPITAL VENTURE PARTNERS VII LP | $22,027 | $22,027 |
| PTSHP INCOME - CF CAPITAL VENTURE PARTNERS VIII | $751,096 | $751,096 |
| PTSHP INCOME - CF CAPITAL VENTURE PARTNERS X | $99,892 | $99,892 |
| PTSHP INCOME - CF CAPITAL VENTURE PARTNERS XI | $52,998 | $52,998 |
| PTSHP INCOME - CROW HOLDINGS, VI | $27,120 | $27,120 |
| PTSHP INCOME - CROW HOLDINGS, VII | $51,601 | $51,601 |
| PTSHP INCOME - CROW HOLDINGS, VIII | $78,129 | $78,129 |
| PTSHP INCOME - DBL PARTNERS | -$63,454 | -$63,454 |
| PTSHP INCOME - EMGF | -$393,996 | -$393,996 |
| PTSHP INCOME - FAIRVIEW PRIVATE MARKETS FUND | -$66,478 | -$66,478 |
| PTSHP INCOME - FEMALE FOUNDERS FUND | -$21,549 | -$21,549 |
| PTSHP INCOME - GENERATION GLOBAL | $416,023 | $416,023 |
| PTSHP INCOME - GENERATION IM ASIA | $124,803 | $124,803 |
| PTSHP INCOME - ILLUMEN CAPITAL | -$3,660 | -$3,660 |
| PTSHP INCOME - KLINE HILL I | $54,740 | $54,740 |
| PTSHP INCOME - KLINE HILL II | $25,673 | $25,673 |
| PTSHP INCOME - MATERIAL IMPACT FUND II | -$18,477 | -$18,477 |
| PTSHP INCOME - MONDRIAN | -$92,781 | -$92,781 |
| PTSHP INCOME - NYES LEDGE | $549,095 | $549,095 |
| PTSHP INCOME - OBVIOUS VENTURES III | -$31,611 | -$31,611 |
| PTSHP INCOME - OWL VENTURES | -$11,928 | -$11,928 |
| PTSHP INCOME - OWL VENTURES II | -$57,041 | -$57,041 |
| PTSHP INCOME - OWNERSHIP CAPITAL GLOBAL EQUITY | $308,891 | $308,891 |
| PTSHP INCOME - POMONA | -$23,222 | -$23,222 |
| PTSHP INCOME - PRESERVER | $376,584 | $376,584 |
| PTSHP INCOME - RETHINK IMPACT FUND II | -$26,579 | -$26,579 |
| PTSHP INCOME - RRG GLOBAL PARTNERS FUND | $11,390 | $11,390 |
| PTSHP INCOME - RRG SUSTAINABLE WATER IMPACT | -$87 | -$87 |
| PTSHP INCOME - SEAE VENTURES | -$5,171 | -$5,171 |
| PTSHP INCOME - STEWART INVESTORS | -$106,927 | -$106,927 |
| PTSHP INCOME - TIFF SPECIAL OPPORTUNITY FUND | -$50,355 | -$50,355 |
| PTSHP INCOME - TIFF DSF | $228,971 | $228,971 |
| PTSHP INCOME - TIFF PARTNERS III | -$2,791 | -$2,791 |
| PTSHP INCOME - TIFF PARTNERS IV | -$10,164 | -$10,164 |
| PTSHP INCOME - TIFF PARTNERS V - US | -$41,931 | -$41,931 |
| PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2005 | $82,533 | $82,533 |
| PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2006 | -$30,130 | -$30,130 |
| PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2007 | $48,165 | $48,165 |
| PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2008 | $81,644 | $81,644 |
| PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2009 | $24,090 | $24,090 |
| PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2010 | $116,645 | $116,645 |
| PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2011 | -$3,536 | -$3,536 |
| PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2012 | $33,734 | $33,734 |
| PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2013 | $42,354 | $42,354 |
| PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2014 | $555,156 | $555,156 |
| PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2015 | $34,889 | $34,889 |
| PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2016 | $19,400 | $19,400 |
| PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2017 | -$27,244 | -$27,244 |
| PTSHP INCOME - TIFF REAL & RESOURCE PARTNERS I | -$111,993 | -$111,993 |
| PTSHP INCOME - TIFF REAL & RESOURCE PARTNERS II | -$14,494 | -$14,494 |
| PTSHP INCOME - TIFF REAL & RESOURCE PARTNERS III | -$124,487 | -$124,487 |
| PTSHP INCOME - TIFF REAL & RESOURCE PARTNERS IV | -$3,003 | -$3,003 |
| PTSHP INCOME - TIFF REAL ESTATE I | -$25,673 | -$25,673 |
| PTSHP INCOME - TIFF REAL ESTATE II | $374 | $374 |
| PTSHP INCOME - TIFF REALTY AND RESOURCES 2008 | -$12,008 | -$12,008 |
| PTSHP INCOME - TIFF REALTY AND RESOURCES 2009 | -$13,122 | -$13,122 |
| PTSHP INCOME - TIFF REALTY OPPORTUNITY FUND | $758 | $758 |
| PTSHP INCOME - TIFF SECONDARY PARTNERS II | $71,723 | $71,723 |
| PTSHP INCOME - TUCKERBROOK | -$36,537 | -$36,537 |
| PTSHP INCOME - VALUEACT SPRING INTERNATIONAL | $360,839 | $360,839 |
| PTSHP INCOME - VOLORIDGE SUSTAINABILITY FUND | $223,609 | $223,609 |
| PTSHP INCOME - WHITEBOX MULTI-STRATEGY | $8,775 | $8,775 |
| LITIGATION SETTLEMENT | $998 | $998 |
| UBIT | $125,264 | $125,264 |
| UBIT | -$125,264 | -$125,264 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED APPRECIATION | Desc |
| Amt | $7,172,656 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POST-RETIREMENT BENEFIT OBLIGATION | Desc |
| BOY Book Value | $546,991 | BOYBookValueAmt |
| EOY Book Value | $614,959 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT | $351,766 | $351,766 | $0 | $0 |
| OTHER PROFESSIONALS | $6,710 | $0 | $0 | $6,710 |
| INVESTMENT MANAGEMENT FEES - PASS-THROUGH | $60,234 | $60,234 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|
| WILLIAM JEAN GRAUSTEIN | ||||
| ONE HAMDEN CENTER SUITE 2B 2319 | WHITNEY AVENUE | HAMDEN | CT | 06518 |
| TRUST OF ARCHIBALD R GRAUSTEIN FBO ANITA O'GARA DTD 10281965 | ||||
| 50 SOUTH LASALLE STREET | CHICAGO | IL | 60675 | |
| ESTATE OF JEAN GRAUSTEIN | ||||
| 250 DYER STREET | NEW HAVEN | CT | 06511 | |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NYS CHARITABLE FILING FEE | $1,500 | $0 | $0 | $1,500 |
| EXCISE TAX | $252,085 | $0 | $0 | $0 |