CONNECTICUT HEALTH FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CONNECTICUT HEALTH FOUNDATION INC (EIN 06-1057387)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202123149349100712
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T07:22:25-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 SOUTH MAIN STREET 4TH FLOOR | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061057387 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONNECTICUT HEALTH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONN | BusinessNameControlTxt |
| Phone | 8607241580 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PEARL STREET | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIFFANY DONELSON | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 8607241580 | PhoneNum |
| Signature | 2021-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TIFFANY | PersonFirstNm |
| Person Last | DONELSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY KAY CURTISS | PreparerPersonNm |
| PTIN | P01551484 | PTIN |
| Phone | 8605614000 | PhoneNum |
| Preparation | 2021-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $126,182,243 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $743,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $364,605 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $879,682 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,846,538 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $91,835,643 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,744,825 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,976 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,976 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,959,619 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,629,483 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $742,365 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $50,456 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $691,909 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $668,509 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $20,139 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $741,439 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $235,018 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $11,227 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $229,433 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $22,071 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $22,071 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $45,930 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,372 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $27,558 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $496,930 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $305,826 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $154,699 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $80,058 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $38,791 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,232 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $143,887 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,890 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $158,748 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,106 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,769 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $858,242 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,943 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $382,391 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,343,907 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $436,854 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,408,248 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,707,222 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,594,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,051,129 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $436,854 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,002,748 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $908,490 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,192,629 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,351,750 | CashBOYAmt |
| Cash EOY | $1,649,815 | CashEOYAmt |
| Cash EOYFMV | $1,649,815 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $3,968,979 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,968,979 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $216,680 | AcctRcvblAmt |
| Acct Rcvbl EOY | $216,680 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $216,680 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $265,254 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,661,052 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,661,052 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $8,449,079 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,310,277 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,310,277 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $60,754,569 | CorporateStockBOYAmt |
| Corporate Stock EOY | $59,658,582 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $59,658,582 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $43,304,975 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $47,619,317 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $47,619,317 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $398,951 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $301,410 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $90,160 | LandBOYAmt |
| Land EOY | $97,541 | LandEOYAmt |
| Land EOYFMV | $97,541 | LandEOYFMVAmt |
| Total Assets BOY | $114,215,787 | TotalAssetsBOYAmt |
| Total Assets EOY | $126,182,243 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $126,182,243 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $144,493 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $392,266 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,199,247 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $384,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $393,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,727,740 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $785,266 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $112,488,047 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $125,184,675 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets EOY | $212,302 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $112,488,047 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $125,396,977 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $114,215,787 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $126,182,243 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $112,488,047 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $908,490 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,000,440 | OtherIncreasesAmt |
| Subtotal | $125,396,977 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $125,396,977 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $91,835,643 | $85,980,949 | $5,854,694 | $5,854,694 | ||
| DISPOSAL OF FIXED ASSETS | $162,310 | -$8,156 | -$8,156 | P | $154,154 | |
| $898,287 | $898,287 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,744,825 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,744,825 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $99,978 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $99,978 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $99,978 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $100,000 | 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 | $100,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22 | OverpaymentAmt |
| Applied To ES Tax | $22 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CTHEALTH.ORG | WebsiteAddressTxt |
| Individual With Books | CONNECTICUT HEALTH FOUNDATION INC | IndividualWithBooksNm |
| Phone | 8607241580 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PEARL STREET | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061034511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | LU | ForeignCountryCd |
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 | 0 | 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 (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SANFORD CLOUD JR | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR | 2.00 | $1,500 | $0 | $0 |
| FELICIA DE DOMINICIS | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| TANYA BARRETT | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | SECRETARY | 2.00 | $4,000 | $0 | $0 |
| CHEKESHA KIDD | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | TREASURER | 2.00 | $5,563 | $0 | $0 |
| ALVIN THOMPSON | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARYANN PEREZ-BRESCIA | ||||||||
| 100 PEARL STREET | HARTFORD | CA | 06103 | DIRECTOR | 2.00 | $5,563 | $0 | $0 |
| ELAINE O'KEEFE | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR | 2.00 | $5,563 | $0 | $0 |
| KENNETH ALLEYNE MD | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | VICE CHAIR | 2.00 | $7,250 | $0 | $0 |
| DAVID NEWTON | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | CHAIR | 2.00 | $3,250 | $0 | $0 |
| JOHN CRAWFORD | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR | 2.00 | $5,563 | $0 | $0 |
| MIKKI MEADOWS-OLIVER | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR | 2.00 | $4,563 | $0 | $0 |
| BARBARA PEARCE | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR | 2.00 | $3,750 | $0 | $0 |
| YVETTE MELENDEZ | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR | 2.00 | $5,000 | $0 | $0 |
| CYNTHIA TSENG | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| PATRICK CHARMEL | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| PATRICIA BAKER | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | PRESIDENT & CEO (THRU 8/31/20) | 40.00 | $245,356 | $25,040 | $0 |
| CAROL POLLACK | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | VP FINANCE & OPERATIONS (THRU 7/31/21) | 40.00 | $200,696 | $17,746 | $0 |
| TIFFANY DONELSON | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | PRESIDENT & CEO (AS OF 9/1/20) | 40.00 | $188,709 | $10,755 | $0 |
| GARRICK WONG | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR OF GRANTMAKING | 40.00 | $93,168 | $0 | $0 |
| ARIELLE HARRISON | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR OF COMMUNICATIONS | 40.00 | $95,832 | $0 | $0 |
| DENNIS TORRES | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR | 2.00 | $1,500 | $0 | $0 |
| HECTOR GLYNN | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR | 2.00 | $1,000 | $0 | $0 |
| GERALYNN SYLVER-MCGEE | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR OF POLICY | 40.00 | $89,866 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH KELLNER | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | SENIOR COMMUNICATION | 40.00 | $71,761 | $0 | $0 |
| TATIA LEWIS HAYES | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | OFFICE MANAGER | 40.00 | $68,290 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES LLC | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | INVESTMENT MANAGEMENT SERVICES | $277,399 |
| KORN FERRY | |||||
| NW 5854 PO BOX 1450 | MINNEAPOLIS | MN | 554855854 | CONSULTING | $98,734 |
| MANATT LLP | |||||
| 2049 CENTURY PARK EAST SUITE 1700 | LOS ANGELES | CA | 900673101 | CONSULTING | $97,500 |
| UNIVERSITY OF MASS MEDICAL SCHOOL | |||||
| 55 LAKE AVENUE NORTH | WORCESTER | MA | 01655 | CONSULTING | $84,496 |
| X9 INTERACTIVE | |||||
| 1131-O TOLLAND TPKE 157 | MANCHESTER | CT | 06042 | CONSULTING | $54,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $110,325,958 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,650,428 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $111,976,386 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $111,976,386 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,679,646 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $110,296,740 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,514,837 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,514,837 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $99,978 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $99,978 | TotalTaxAmt |
| Distributable Before Adj | $5,414,859 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,414,859 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,414,859 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,002,748 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,002,748 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,002,748 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,414,859 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $650,515 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $33,799 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $684,314 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,002,748 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,414,859 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $587,889 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,272,203 | 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 | $650,515 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $621,688 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $33,799 | ExcessFromYear4Amt |
| Excess From Current Year | $587,889 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANTS MANAGER CO CONNECTICUT HEALT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PEARL STREET | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8607241580 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION (PROPOSAL), BUDGET, ELECTRONIC SUBMISSION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROP/BDGT DUE 14 WEEKS, CONCEPT PAPER DUE 18 WEEKS PRIOR TO QUARTER END | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO CONNECTICUT AND GRANTEES MUST BE EXEMPT UNDER 501(C)(3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CONNECTICUT OFFICE OF HEALTH STRATEGY | ||||||
| 450 CAPITOL AVENUE | HARTFORD | CT | 06134 | GOV | GOAL 1: ENSURE ACCESS TO COVERAGE | $25,000 |
| COMMUNITY HEALTH CENTER ASSOCIATION OF CONNECTICUT INC | ||||||
| 1484 HIGHLAND AVENUE SUITES 23 | CHESHIRE | CT | 06410 | PC | GOAL 1: ENSURE ACCESS TO COVERAGE | $10,000 |
| CONNECTICUT EARLY CHILDHOOD ALLIANCE | ||||||
| 237 HAMILTON STREET SUITE 208 | HARTFORD | CT | 06106 | PC | GOAL 1: ENSURE ACCESS TO COVERAGE | $10,000 |
| CENTER FOR CHILDREN'S ADVOCACY | ||||||
| 65 ELIZABETH STREET | HARTFORD | CT | 06105 | PC | GOAL 1: ENSURE ACCESS TO COVERAGE | $32,500 |
| CT STUDENTS FOR A DREAM | ||||||
| 2470 FAIRFIELD AVE | BRIDGEPORT | CT | 06605 | PC | GOAL 1: ENSURE ACCESS TO COVERAGE | $37,500 |
| MAKE THE ROAD CT | ||||||
| 850 STATE ST | BRIDGEPORT | CT | 06604 | PC | GOAL 1: ENSURE ACCESS TO COVERAGE | $25,000 |
| CROSS STREET TRAINING & ACADEMIC CENTER | ||||||
| 440 WEST ST | MIDDLETOWN | CT | 064574007 | PC | GOAL 1: ENSURE ACCESS TO COVERAGE | $31,250 |
| CONGREGATIONS ORGANIZED FOR A NEW CONNECTICUT INC | ||||||
| 1744 DIXWELL | HAMDEN | CT | 06514 | PC | GOAL 1: ENSURE ACCESS TO COVERAGE | $6,250 |
| CHRISTIAN COMMUNITY ACTION | ||||||
| 168 DAVENPORT AVENUE | NEW HAVEN | CT | 06519 | PC | GOAL 1: ENSURE ACCESS TO COVERAGE | $6,250 |
| STATEWIDE LEGAL SERVICES OF CONNECTICUT INC | ||||||
| 1290 SILAS DEANE HIGHWAY SUITE 3A | WETHERSFIELD | CT | 06109 | PC | GOAL 1: ENSURE ACCESS TO COVERAGE | $5,000 |
| NEW OPPORTUNITIES INC | ||||||
| 232 NORTH ELM STREET | WATERBURY | CT | 06702 | PC | GOAL 1: ENSURE ACCESS TO COVERAGE | $5,000 |
| UNIVERSITY OF CONNECTICUT HEALTH CENTER HEALTH DISPARITIES INSTITUTE | ||||||
| 241 MAIN STREET 5TH FLOOR | HARTFORD | CT | 06106 | GOV | GOAL 2: INCREASE CONNECTION TO CARE | $17,250 |
| THE CONNECTICUT ASSOCIATION OF SCHOOL BASED HEALTH CENTERS INC | ||||||
| 53 OAK STREET | HARTFORD | CT | 06106 | PC | GOAL 2: INCREASE CONNECTION TO CARE | $50,000 |
| GRIFFIN HOSPITAL | ||||||
| 130 DIVISION STREET | DERBY | CT | 06418 | PC | GOAL 3: IMPROVE CARE DELIVERY | $100,000 |
| ST FRANCIS HOSPITAL AND MEDICAL CENTER | ||||||
| 114 WOODLAND ST | HARTFORD | CT | 06105 | PC | GOAL 3: IMPROVE CARE DELIVERY | $50,000 |
| PARTNERS FOR A HEALTHIER CONNECTICUT | ||||||
| 67 BURNSIDE AVE | EAST HARTFORD | CT | 06108 | PC | GOAL 3: IMPROVE CARE DELIVERY | $100,000 |
| REGIONAL DATA COOPERATIVE FOR GREATER NEW HAVEN INC | ||||||
| 129 CHURCH STREET SUITE 605 | NEW HAVEN | CT | 06510 | PC | GOAL 3: IMPROVE CARE DELIVERY | $27,500 |
| CONNECTICUT CHILDREN'S MEDICAL CENTER | ||||||
| 282 WASHINGTON STREET | HARTFORD | CT | 06106 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $50,000 |
| GREATER WATERBURY HEALTH PARTNERSHIP | ||||||
| 1389 WEST MAIN STREET | WATERBURY | CT | 06708 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $37,500 |
| CATHOLIC CHARITIES ARCHDIOCESE OF HARTFORD | ||||||
| 839-841 ASYLUM AVENUE | HARTFORD | CT | 06105 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $37,500 |
| FIRST CANDLE | ||||||
| 49 LOCUST AVE SUITE 104 | NEW CANAAN | CT | 06840 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $11,525 |
| CONNECTICUT PUBLIC BROADCASTING INC | ||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | PC | GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP | $25,000 |
| CONNECTICUT ORAL HEALTH INITIATIVE INC | ||||||
| 175 MAIN STREET | HARTFORD | CT | 06106 | PC | GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP | $85,000 |
| HEALTH EQUITY SOLUTIONS INC | ||||||
| 175 MAIN STREET 3RD FLOOR WEST | HARTFORD | CT | 06103 | PC | GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP | $150,000 |
| CONNECTICUT NEWS PROJECT INC | ||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | PC | GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP | $37,500 |
| CAPITOL REGION EDUCATION COUNCIL FOUNDATION INC | ||||||
| 111 CHARTER OAK AVENUE | HARTFORD | CT | 06106 | PC | GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP | $10,000 |
| SOUTHWESTERN AHEC INC | ||||||
| 5 RESEARCH DRIVE 2ND FLOOR | SHELTON | CT | 06484 | PC | GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP | $10,000 |
| CONNECTICUT HEALTH I-TEAM INC | ||||||
| 346 ALDEN AVENUE | NEW HAVEN | CT | 06515 | PC | GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP | $25,000 |
| CONNECTICUT VOICES FOR CHILDREN INC | ||||||
| 33 WHITNEY AVENUE | NEW HAVEN | CT | 06510 | PC | GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP | $16,718 |
| COMMUNITY CATALYST INC | ||||||
| ONE FEDERAL STREET FLOOR 5 | BOSTON | MA | 02110 | PC | GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP | $30,000 |
| HISPANIC HEALTH COUNCIL INC | ||||||
| 175 MAIN STREET | HARTFORD | CT | 06106 | PC | GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP | $25,000 |
| CONNECTICUT LEGAL SERVICES INC | ||||||
| 62 WASHINGTON STREET 4TH FLOOR | MIDDLETOWN | CT | 06457 | PC | GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP | $12,500 |
| UNIVERSAL HEALTH CARE FOUNDATION OF CONNECTICUT INC | ||||||
| 290 PRATT STREET | MERIDEN | CT | 064508600 | PC | GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP | $25,000 |
| CENTER FOR MEDICARE ADVOCACY INC | ||||||
| 11 LEDGEBROOK DRIVE | MANSFIELD | CT | 06250 | PC | GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP | $19,500 |
| CONNECTICUT DEPARTMENT OF PUBLIC HEALTH | ||||||
| 410 CAPITOL AVENUE | HARTFORD | CT | 06134 | GOV | GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP | $25,000 |
| UNIVERSITY OF NEW HAVEN SCHOOL OF HEALTH SCIENCES | ||||||
| 300 BOSTON POST ROAD | WEST HAVEN | CT | 06516 | PC | GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP | $22,000 |
| CITY OF NEW HAVEN | ||||||
| 200 ORANGE STREET | NEW HAVEN | CT | 06511 | GOV | CHW COVID-19 | $62,399 |
| CITY OF HARTFORD | ||||||
| 550 MAIN STREET | HARTFORD | CT | 06103 | GOV | CHW COVID-19 | $849,898 |
| CITY OF STAMFORD | ||||||
| 888 WASHINGTON BLVD 8TH FLOOR | STAMFORD | CT | 06901 | GOV | CHW COVID-19 | $214,500 |
| CITY OF NORWALK | ||||||
| 137 EAST AVENUE | NORWALK | CT | 06851 | GOV | CHW COVID-19 | $114,590 |
| CITY OF DANBURY DEPARTMENT OF HEALTH AND HUMAN SERVICES | ||||||
| 155 DEER HILL AVENUE | DANBURY | CT | 06810 | GOV | CHW COVID-19 | $62,500 |
| BUILDING ONE COMMUNITY CORP | ||||||
| 75 SELLECK STREET | STAMFORD | CT | 06902 | PC | COVID-19 | $10,000 |
| FAITHACTS FOR EDUCATION INC | ||||||
| 160 FAIRFIELD AVE | BRIDGEPORT | CT | 06604 | PC | COVID-19 | $10,000 |
| GREATER BRIDGEPORT AREA PREVENTION PROGRAM INC | ||||||
| 1470 BARNUM AVENUE | BRIDGEPORT | CT | 06610 | PC | COVID-19 | $10,000 |
| THE NEW AMERICAN DREAM FOUNDATION | ||||||
| 32 FARVIEW AVENUE | DANBURY | CT | 06810 | PC | COVID-19 | $7,370 |
| THE NEW LONDON HOMELESS HOSPITALITY CENTER INC | ||||||
| 730 STATE PIER ROAD | NEW LONDON | CT | 06320 | GOV | COVID-19 | $10,000 |
| HISPANIC ALLIANCE OF SOUTHEASTERN CONNECTICUT INC | ||||||
| 176 STATE STREET | NEW LONDON | CT | 06320 | PC | COVID-19 | $10,000 |
| CHRISTIAN COMMUNITY ACTION | ||||||
| 168 DAVENPORT AVENUE | NEW HAVEN | CT | 06519 | PC | COVID-19 | $10,000 |
| FAMILY CENTERS INC | ||||||
| 40 ARCH STREET | GREENWICH | CT | 068367550 | PC | COVID-19 | $10,000 |
| COMMUNITY ACTION AGENCY OF NEW HAVEN | ||||||
| 419 WHALLEY AVENUE | NEW HAVEN | CT | 06511 | PC | COVID-19 | $10,000 |
| PERSON-TO-PERSON INC | ||||||
| 1864 POST ROAD | DARIEN | CT | 06820 | PC | COVID-19 | $35,000 |
| AFRICAN CARIBBEAN AMERICAN PARENTS OF CHILDREN WITH DISABILITIES INC | ||||||
| 49 WOODLAND STREET | HARTFORD | CT | 06105 | PC | COVID-19 | $35,000 |
| CONNECTICUT CENTER FOR PATIENT SAFETY | ||||||
| 857 POST ROAD 220 | FAIRFIELD | CT | 06824 | PC | COVID-19 | $10,000 |
| HISPANIC HEALTH COUNCIL INC | ||||||
| 175 MAIN STREET | HARTFORD | CT | 06106 | PC | COVID-19 | $35,000 |
| ALFARO & ASSOCIATES DBA EL SHOW DE ANALEH | ||||||
| 38 SINCLAIR STREET | WINDSOR | CT | 06095 | PC | COVID-19 | $10,000 |
| CROSS STREET TRAINING & ACADEMIC CENTER | ||||||
| 440 WEST ST | MIDDLETOWN | CT | 064574007 | PC | COVID-19 | $35,000 |
| CHILD HEALTH AND DEVELOPMENT INSTITUTE OF CONNECTICUT INC | ||||||
| 270 FARMINGTON AVE SUITE 367 | FARMINGTON | CT | 06032 | PC | COVID-19 | $15,000 |
| 4-CT CORP | ||||||
| 10 OLD EASTON TPK | WESTON | CT | 06883 | PC | COVID-19 | $150,000 |
| THE LEGACY FOUNDATION OF HARTFORD INC | ||||||
| 1229 ALBANY AVE | HARTFORD | CT | 06112 | PC | COVID-19 | $10,000 |
| JUNTA FOR PROGRESSIVE ACTION INC | ||||||
| 169 GRAND AVENUE | NEW HAVEN | CT | 06513 | PC | COVID-19 | $10,000 |
| KHMER HEALTH ADVOCATES INC | ||||||
| 1125 NEW BRITAIN AVE | WEST HARTFORD | CT | 06110 | PC | COVID-19 | $25,000 |
| THE NEW LONDON HOMELESS HOSPITALITY CENTER INC | ||||||
| 730 STATE PIER ROAD | NEW LONDON | CT | 06320 | PC | COVID-19 | $6,000 |
| PROJECT ACCESS OF NEW HAVEN INC | ||||||
| 63 YORK STREET | NEW HAVEN | CT | 06511 | PC | COVID-19 | $10,000 |
| PHILLIPS METROPOLITAN CHRISTIAN METHODIST EPISCOPAL CHURCH | ||||||
| 2500 MAIN STREET | HARTFORD | CT | 06120 | PC | COVID-19 | $25,000 |
| GREATER BRIDGEPORT AREA PREVENTION PROGRAM INC | ||||||
| 1470 BARNUM AVENUE | BRIDGEPORT | CT | 06610 | PC | COVID-19 | $10,000 |
| EDADVANCE | ||||||
| 355 GOSHEN ROAD | LITCHFIELD | CT | 067590909 | PC | COVID-19 | $51,000 |
| COMMUNITY HEALTH CENTER ASSOCIATION OF CONNECTICUT INC | ||||||
| 1484 HIGHLAND AVENUE SUITE 2 3 | CHESHIRE | CT | 06410 | PC | COVID-19 | $165,000 |
| HARTFORD COMMUNITIES THAT CARE INC | ||||||
| 2550 MAIN STREET | HARTFORD | CT | 06120 | PC | COVID-19 | $15,000 |
| HARTFORD KNIGHTS CORP | ||||||
| 175 MAIN ST 3RD FLOOR | HARTFORD | CT | 06106 | PC | COVID-19 | $5,000 |
| HUMAN RESOURCES AGENCY OF NEW BRITAIN INC | ||||||
| 180 CLINTON STREET | NEW BRITAIN | CT | 06053 | PC | COVID-19 | $15,000 |
| WINDHAM AREA INTERFAITH MINISTRY | ||||||
| 866 MAIN STRET | WILLIMANTIC | CT | 06226 | PC | COVID-19 | $15,000 |
| IRIS- INTEGRATED REFUGEE AND IMMIGRANT SERVICES INC | ||||||
| 235 NICOLL ST 2ND FLOOR | NEW HAVEN | CT | 06511 | PC | COVID-19 | $15,000 |
| THE NEW LONDON HOMELESS HOSPITALITY CENTER INC | ||||||
| 730 STATE PIER ROAD PO BOX 1652 | NEW LONDON | CT | 06320 | PC | COVID-19 | $15,000 |
| CHRISTIAN COMMUNITY ACTION | ||||||
| 168 DAVENPORT AVENUE | NEW HAVEN | CT | 06519 | PC | COVID-19 | $15,000 |
| THE COMMUNITY ACTION AGENCY OF WESTERN CONNECTICUT INC | ||||||
| 66 NORTH STREET | DANBURY | CT | 06810 | PC | COVID-19 | $15,000 |
| HISPANIC ALLIANCE OF SOUTHEASTERN CONNECTICUT INC | ||||||
| 176 STATE STREET | NEW LONDON | CT | 06320 | PC | COVID-19 | $15,000 |
| COMMUNITY ACTION AGENCY OF NEW HAVEN | ||||||
| 419 WHALLEY AVENUE | NEW HAVEN | CT | 06511 | PC | COVID-19 | $15,000 |
| PARTNERSHIP FOR STRONG COMMUNITIES INC | ||||||
| 227 LAWRENCE STREET | HARTFORD | CT | 06106 | PC | COVID-19 | $15,000 |
| ACTION FOR BRIDGEPORT COMMUNITY DEVELOPMENT INC | ||||||
| 1070 PARK AVENUE | BRIDGEPORT | CT | 06604 | PC | COVID-19 | $15,000 |
| ACCESS COMMUNITY ACTION AGENCY INC | ||||||
| 1315 MAIN STREET SUITE 2 | WILLIMANTIC | CT | 06226 | PC | COVID-19 | $15,000 |
| GREATER BRIDGEPORT AREA PREVENTION PROGRAM INC | ||||||
| 1470 BARNUM AVENUE | BRIDGEPORT | CT | 06610 | PC | COVID-19 | $15,000 |
| UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT | ||||||
| 30 LAUREL ST | HARTFORD | CT | 06106 | PC | COVID-19 | $150,000 |
| CHILD HEALTH AND DEVELOPMENT INSTITUTE OF CONNECTICUT INC | ||||||
| 270 FARMINGTON AVE SUITE 367 | FARMINGTON | CT | 06032 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $2,000 |
| GRANTMAKERS IN HEALTH | ||||||
| 1100 CONNECTICUT AVENUE SUITE 1100 | WASHINGTON | DC | 20036 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $11,000 |
| OPERATION FUEL INC | ||||||
| 75 CHARTER OAK AVENUE SUITE 2-240 | HARTFORD | CT | 06106 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $5,000 |
| FOODSHARE INC | ||||||
| 450 WOODLAND AVENUE | BLOOMFIELD | CT | 06002 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $2,500 |
| CONNECTICUT FOOD BANK | ||||||
| 2 RESEARCH PARKWAY | WALLINGFORD | CT | 06492 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,594,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| OPERATION FUEL INC | ||||||
| 75 CHARTER OAK AVENUE SUITE 2-240 | HARTFORD | CT | 06106 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $10,000 |
| FOODSHARE INC | ||||||
| 450 WOODLAND AVENUE | BLOOMFIELD | CT | 06002 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $20,000 |
| HARTFORD COMMUNITIES THAT CARE INC | ||||||
| 2550 MAIN STREET | HARTFORD | CT | 06120 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $25,000 |
| CONNECTICUT DEPARTMENT OF SOCIAL SERVICES | ||||||
| 370 JAMES STREET | NEW HAVEN | CT | 06513 | GOV | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $19,900 |
| URU THE RIGHT TO BE INC | ||||||
| 70 AUDUBON STREET 2ND FLOOR | NEW HAVEN | CT | 06510 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $25,000 |
| HISPANIC HEALTH COUNCIL INC | ||||||
| 175 MAIN STREET | HARTFORD | CT | 06106 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $11,500 |
| CENTER FOR CHILDREN'S ADVOCACY | ||||||
| 2074 PARK STREET | HARTFORD | CT | 06106 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $32,500 |
| UNITED WE DREAM NETWORK | ||||||
| 1900 L ST NW 900 | WASHINGTON | CT | 20036 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $25,000 |
| NEW OPPORTUNITIES INC | ||||||
| 232 NORTH ELM STREET | WATERBURY | CT | 06702 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $2,500 |
| STATEWIDE LEGAL SERVICES OF CONNECTICUT INC | ||||||
| 1290 SILAS DEANE HIGHWAY SUITE 3A | WETHERSFIELD | CT | 06109 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $5,000 |
| NEW OPPORTUNITIES INC | ||||||
| 232 NORTH ELM STREET | WATERBURY | CT | 06702 | GOV | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $5,000 |
| CITY OF BRIDGEPORT | ||||||
| 45 LYON TERRACE | BRIDGEPORT | CT | 06604 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $100,000 |
| HEALTH EQUITY SOLUTIONS INC | ||||||
| 53 OAK STREET | HARTFORD | CT | 06106 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $150,000 |
| LEDGE LIGHT HEALTH DISTRICT | ||||||
| 216 BROAD STREET | NEW LONDON | CT | 06320 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $20,500 |
| CONNECTICUT NEWS PROJECT INC | ||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $150,000 |
| CONNECTICUT ASSOCIATION FOR HUMAN SERVICES INC | ||||||
| 110 BARTHOLOMEW AVENUE 4020 | HARTFORD | CT | 06106 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $2,500 |
| HEALTH EQUITY SOLUTIONS INC | ||||||
| 53 OAK STREET | HARTFORD | CT | 06106 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $150,000 |
| CITY OF NEW HAVEN | ||||||
| 165 CHURCH STREET | NEW HAVEN | CT | 06510 | GOV | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $62,399 |
| FAMILY & CHILDREN'S AGENCY INC | ||||||
| 151 NEW PARK AVENUE | HARTFORD | CT | 06106 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $114,590 |
| CITY OF DANBURY DEPARTMENT OF HEALTH AND HUMAN SERVICES | ||||||
| 155 DEER HILL AVENUE | DANBURY | CT | 06810 | GOV | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $62,500 |
| CITY OF BRIDGEPORT | ||||||
| 45 LYON TERRACE | BRIDGEPORT | CT | 06604 | GOV | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $100,000 |
| CROSS STREET TRAINING & ACADEMIC CENTER | ||||||
| 440 WEST ST | MIDDLETOWN | CT | 064574007 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $25,000 |
| STAYWELL HEALTH CARE INC | ||||||
| 80 PHOENIX AVENUE | WATERBURY | CT | 06702 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $100,000 |
| CENTER FOR POPULAR DEMOCRACY | ||||||
| 449 TROUTMAN STREET | BROOKLYN | NY | 11237 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $25,000 |
| ST MARY'S HOSPITAL INC | ||||||
| 56 FRANKLIN STREET | WATERBURY | CT | 06706 | PC | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $80,000 |
| STATE OF CONNECTICUT DEPARTMENT OF ADMINISTRATIVE SERVICES | ||||||
| 450 COLUMBUS BLVD | HARTFORD | CT | 06103 | GOV | GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,383,889 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $364,605 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $4,308 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $667 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,846,538 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $4,308 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,211,810 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,216,118 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARTFORD FOUNDATION FOR PUBLIC GIVING | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 COLUMBUS BLVD 8TH FLOOR | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $743,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $45,930 | Amt |
| Net Investment Income | $18,372 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $27,558 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MEZZACAPPA CREDIT SPECTRUM FUND, LLC-2396 SHS | $586 | $586 |
| TWO SIGMA ACTIVE EXTENSION U.S. ALL CAP EQUITY CAYMAN FUND, LTD. CLASS A1 SE | $4,519,940 | $4,519,940 |
| VANGUARD S&P 500 ETF-2194 SHS | $754,056 | $754,056 |
| DOUBLELINE CORE PLUS PORTFOLIO LLC CLASS C-92407.73 SHS | $1,066,035 | $1,066,035 |
| L L MORTGAGE FUND LP-500000 SHS | $549,030 | $549,030 |
| ISHARES MSCI ACWI ETF-4895 SHS | $444,074 | $444,074 |
| ABDIEL QUALIFIED OFFSHORE PARTNERS, LTD. CLASS A SERIES: 2013-11-398.97 SHS | $3,077,794 | $3,077,794 |
| GQG PARTNERS EMERGING MARKETS EQUITY FUND-1200269.921 SHS | $1,881,791 | $1,881,791 |
| ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND (CAYMAN) LIMITED | $2,980,609 | $2,980,609 |
| BUENA VISTA ASIAN OPPORTUNITIES OFFSHORE FUND, LTD CAM SP2 U/1-MARCH-17-1194 | $1,679,340 | $1,679,340 |
| CONSILIUM FRONTIER EQUITY FUND, LP-1100000 SHS | $1,345,924 | $1,345,924 |
| EAST CAPITAL - EASTERN EUROPE CLASS C SHARES USD CAP-5953.37 SHS | $348,186 | $348,186 |
| INCA LATIN AMERICAN FUND, LP - SERIES A (UNRESTRICTED)-684061.976 SHS | $689,133 | $689,133 |
| INTERNATIONAL RESEARCH EQUITY EXTENDED FUND, L.P. A-F/17424 FOUNDERS-1100218 | $1,438,634 | $1,438,634 |
| KABOUTER INTERNATIONAL OPPORTUNITIES FUND II, LLC-713832.867 SHS | $1,235,367 | $1,235,367 |
| LONDON - CA INTERNATIONAL EQUITY CEF FUND CAMBRIDGE SUB-SERIES-341980.717 SH | $4,716,085 | $4,716,085 |
| MAPLE-BROWN ABBOTT ASIA-EX JAPAN FUND INSTITUTIONAL US DOLLAR - MBAEJU MAIU- | $1,641,444 | $1,641,444 |
| ORBIS INSTITUTIONAL INTERNATIONAL EQUITY L.P., BASE RRF C-28-129198.966 SHS | $1,875,969 | $1,875,969 |
| OVERLOOK PARTNERS FUND, LP-1187571.019 SHS | $1,667,424 | $1,667,424 |
| RYDER COURT GLOBAL EMERGING MARKETS OPPORTUNITIES FUND (DST)-111241.776 SHS | $1,809,574 | $1,809,574 |
| ISHARES MSCI EMERGING MARKET-964 SHS | $49,810 | $49,810 |
| ISHARES CORE MSCI EAFE ETF-5692 SHS | $393,260 | $393,260 |
| CEVIAN CAPITAL II LTD - CLASS A USD-2015 APR-4166.666 SHS | $521,810 | $521,810 |
| CEVIAN CAPITAL II LTD - CLASS BUSD3-2018 APR-4580.375 SHS | $520,437 | $520,437 |
| CEVIAN CAPITAL II LTD - CLASS CUSD3-2018 APR-4580.375 SHS | $515,974 | $515,974 |
| HIMALAYA CAPITAL INVESTORS (OFFSHORE), L.P.-1000000 SHS | $1,320,318 | $1,320,318 |
| TIGER GLOBAL LONG OPPORTUNITIES, LTD. CLASS A SUB-CLASS ONE-10000 SHS | $1,717,178 | $1,717,178 |
| TWO SIGMA CHINA CORE EQUITY CAYMAN FUND, LTD. CLASS A M - SERIES A SERIES A | $778,855 | $778,855 |
| WMQS GLOBAL EQUITY ACTIVE EXTENSION OFFSHORE FUND, LTD. - CLASS F-2 - SERIES | $2,315,423 | $2,315,423 |
| ARIEL GLOBAL FUND-INST-206610.06 SHS | $3,342,951 | $3,342,951 |
| CAUSEWAY EMERGING MARKETS-IS-99847.635 SHS | $1,501,708 | $1,501,708 |
| FRONTEGRA MFG GLOBAL EQ-INS-150963.47 SHS | $3,126,453 | $3,126,453 |
| MFS INSTL INTL EQUITY FUND-66270.212 SHS | $2,030,519 | $2,030,519 |
| T ROWE PR AFR & MID EAST-I-76434.645 SHS | $622,178 | $622,178 |
| SANDS CAP GLOBAL GROWTH-INS-44295.198 SHS | $1,734,157 | $1,734,157 |
| DFA EMERGING MRKTS VALUE-57816.015 SHS | $1,656,429 | $1,656,429 |
| DODGE & COX INTL STOCK FUND-45764.819 SHS | $1,999,923 | $1,999,923 |
| MATTHEWS PACIFIC TIGER-INST-51295.253 SHS | $1,790,204 | $1,790,204 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,310,277 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,310,277 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (60 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RENAISSANCE INSTITUTIONAL EQUITIES FUND LLC - SERIES BB-1000000 SHS | FMV | $1,226,894 | $1,226,894 |
| ALPHADYNE INTERNATIONAL FUND, LTD. CLASS 5 A USD SERIES 1-934.474 SHS | FMV | $1,434,897 | $1,434,897 |
| ALUA OFFSHORE FUND LTD.-1300 SHS | FMV | $1,357,993 | $1,357,993 |
| THE CHILDREN'S INVESTMENT FUND CLASS H1 USD NEW ISSUES 14-122986-000060-1000 | FMV | $1,388,000 | $1,388,000 |
| DAVIDSON KEMPNER INTERNATIONAL (BVI) LTD - CLASS C TRANCHE 3 - 01JAN20-10461 | FMV | $1,407,548 | $1,407,548 |
| EMSO SAGUARO LTD - CLASS A - FEE GROUP 5 - SERIES 02-19-100 SHS | FMV | $1,093,079 | $1,093,079 |
| ETON PARK OVERSEAS FUND, LTD. A1 1112-0.166 SHS | FMV | $368 | $368 |
| ETON PARK OVERSEAS FUND, LTD. A1 1510-0.06 SHS | FMV | $92 | $92 |
| P/E GLOBAL LLC - GLOBAL STRATEGY LLC-743.995 SHS | FMV | $1,087,634 | $1,087,634 |
| HG VORA SPECIAL OPPORTUNITIES FUND, LTD. CLASS A, SUB CLASS 1-ILG-INITIAL-31 | FMV | $1,243,751 | $1,243,751 |
| HOLLIS PARK OPPORTUNITIES FUND LTD. CLASS A SUB-CLASS 1-2761.33 SHS | FMV | $3,002,639 | $3,002,639 |
| HUDSON BAY INTERNATIONAL FUND LTD. A-UR414-1-1000 SHS | FMV | $1,240,726 | $1,240,726 |
| KYLIN OFFSHORE FUND LTD SIDE POCKET CLASS S3 SERIES 1-171.96 SHS | FMV | $30,759 | $30,759 |
| KYLIN OFFSHORE FUND LTD SIDE POCKET CLASS S4 SERIES 1-81.892 SHS | FMV | $10,708 | $10,708 |
| KYLIN OFFSHORE FUND LTD SIDE POCKET CLASS S5 SERIES 1-162.676 SHS | FMV | $652 | $652 |
| LAURION CAPITAL LTD. CLASS A INITIAL-184.895 SHS | FMV | $1,141,718 | $1,141,718 |
| LAURION CAPITAL LTD. CLASS A 20-04-0.276 SHS | FMV | $316 | $316 |
| LAURION CAPITAL LTD. CLASS A 20-07-0.073 SHS | FMV | $78 | $78 |
| MAN FRM CA SPC - GM-1 SP - CLASS A SHARES-1013.094 SHS | FMV | $1,056,923 | $1,056,923 |
| NAYA FUND CLASS C SERIES 1 JAN 2013 UNRESTRICTED CA-8027.112 SHS | FMV | $1,743,657 | $1,743,657 |
| NITORUM OFFSHORE FUND, LTD. CLASS A ELIGIBLE SERIES 1-786.72 SHS | FMV | $1,147,630 | $1,147,630 |
| PALESTRA CAPITAL OFFSHORE FUND, LTD. CLASS A SUB-CLASS 3 SERIES INITIAL-612. | FMV | $1,344,633 | $1,344,633 |
| ROSE GROVE OFFSHORE FUND I, LTD CLASS A NEW ISSUE SERIES 0109-509.003 SHS | FMV | $1,125,874 | $1,125,874 |
| ROYSTONE CAPITAL OFFSHORE FUND LTD. CLASS A - CAM - LA/MAR - 18-6.783 SHS | FMV | $8,330 | $8,330 |
| ROYSTONE CAPITAL OFFSHORE FUND LTD. CLASS A - CAM - LA/AUG - 13-7.687 SHS | FMV | $12,418 | $12,418 |
| SCULPTOR OVERSEAS FUND II, LTD.-39.515 SHS | FMV | $31,784 | $31,784 |
| SOUTHPOINT QUALIFIED OFFSHORE FUND, LTD. NON-RESTRICTED NEW ISSUE SHARES INI | FMV | $798,771 | $798,771 |
| VALINOR CAPITAL PARTNERS OFFSHORE, LTD. LV-CK-1B\I000044288-30.959 SHS | FMV | $47,968 | $47,968 |
| VARADERO INTERNATIONAL, LTD. CLASS A-1 - SERIES 0318-1000 SHS | FMV | $1,085,769 | $1,085,769 |
| VARADERO INTERNATIONAL, LTD. CLASS A-1 - SERIES 0717-250 SHS | FMV | $286,052 | $286,052 |
| VARADERO INTERNATIONAL, LTD. CLASS A-1 - SERIES INITIAL-621.062 SHS | FMV | $1,608,240 | $1,608,240 |
| VOLORIDGE FUND, LTD. - CLASS B - SERIES 07/2020-1000 SHS | FMV | $1,060,569 | $1,060,569 |
| YIHENG CAPITAL OFFSHORE PARTNERS, LTD. CLASS A (1.0-20) N~1-1000 SHS | FMV | $1,329,778 | $1,329,778 |
| ARCM DISTRESSED ENERGY OPPORTUNITIES FEEDER FUND LTD - SERIES A, UNRESTRICTE | FMV | $90,365 | $90,365 |
| ASF VI L.P.-1 SHS | FMV | $200,773 | $200,773 |
| ASF VII L.P.-426663 SHS | FMV | $574,894 | $574,894 |
| BLUE DELTA CAPITAL FUND II, LP-218173 SHS | FMV | $206,510 | $206,510 |
| CARMEL PARTNERS INVESTMENT FUND V, L.P.-679478 SHS | FMV | $1,095,340 | $1,095,340 |
| GREENSPRING GLOBAL PARTNERS VI, L.P.-1840123.5 SHS | FMV | $5,862,215 | $5,862,215 |
| GREENSPRING GLOBAL PARTNERS VII-B, L.P.-1440000 SHS | FMV | $2,102,812 | $2,102,812 |
| HOSEN PRIVATE EQUITY III, L.P.-206035.58 SHS | FMV | $194,757 | $194,757 |
| HULL STREET ENERGY PARTNERS I-A, LP - LIMITED PARTNERS-470420 SHS | FMV | $492,921 | $492,921 |
| KHP STRATEGIC 9 LP-72585 SHS | FMV | $362,654 | $362,654 |
| KLINE HILL PARTNERS FUND LP-486611 SHS | FMV | $898,963 | $898,963 |
| KLINE HILL PARTNERS OFFSHORE FUND II LP-872195 SHS | FMV | $1,175,496 | $1,175,496 |
| KLINE HILL PARTNERS OFFSHORE FUND III LP-124114 SHS | FMV | $204,718 | $204,718 |
| KLINE HILL PARTNERS OPPORTUNITY OFFSHORE FUND III LP-33857 SHS | FMV | $59,247 | $59,247 |
| LIME ROCK PARTNERS IV AF, L.P.-398077 SHS | FMV | $302,542 | $302,542 |
| PAG CA PARTNERS LP-558637.18 SHS | FMV | $967,859 | $967,859 |
| PELICAN ENERGY PARTNERS II LP-815541 SHS | FMV | $639,519 | $639,519 |
| PELICAN ENERGY PARTNERS III LP-412010 SHS | FMV | $264,447 | $264,447 |
| POMONA CAPITAL VIII, L.P.-1 SHS | FMV | $140,130 | $140,130 |
| RRG GLOBAL PARTNERS FUND-604857.52 SHS | FMV | $684,613 | $684,613 |
| SIRIS PARTNERS IV, L.P.-445337 SHS | FMV | $428,973 | $428,973 |
| SUSTAINABLE ASSET FUND II, LP-495658.85 SHS | FMV | $478,069 | $478,069 |
| TELEGRAPH HILL PARTNERS IV, L.P.-322500 SHS | FMV | $422,895 | $422,895 |
| VOLITION CAPITAL FUND III, L.P.-655500 SHS | FMV | $889,402 | $889,402 |
| VOLITION CAPITAL FUND IV, L.P.-106920 SHS | FMV | $103,158 | $103,158 |
| VOLITION CAPITAL SELECT FUND I, L.P.-46860 SHS | FMV | $46,509 | $46,509 |
| W CAPITAL PARTNERS IV-A, L.P.-375080 SHS | FMV | $373,288 | $373,288 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $22,071 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $22,071 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SUPPLIES | $13,691 | $1,813 | $0 | $0 |
| TELEPHONE AND IT | $29,197 | $2,132 | $0 | $0 |
| RENTAL EQUIPMENT | $11,923 | $549 | $0 | $0 |
| BOARD EXPENSES | $104,326 | $9,324 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $3,828 | $0 | $0 | $0 |
| INSURANCE | $19,390 | $1,125 | $0 | $2,050 |
| PROGRAM INITIATIVES | $617,666 | $0 | $0 | $380,733 |
| OTHER CONTRIBUTIONS | $6,928 | $0 | $0 | $0 |
| POSTAGE | $3,192 | $0 | $0 | $0 |
| OTHER | $48,101 | $0 | $0 | -$392 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INVESTMENT UNRELATED BUSINESS INCOME | $4,309 | $4,309 | $0 |
| SHAREHOLDER SETTLEMENT INCOME | $667 | $667 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS | $9,082,387 |
| CUMULATIVE ADJUSTMENT PER ASU 2018-08 | $2,918,053 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAX LIABILITY | Desc |
| BOY Book Value | $384,000 | BOYBookValueAmt |
| EOY Book Value | $393,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROFESSIONAL FEES | $160,218 | $5,519 | $0 | $154,699 |
| INVESTMENT FEES | $336,712 | $336,712 | $0 | $0 |
| EXPENSES ALLOCATED TO FORM 990-T | $0 | -$36,405 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $80,058 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |