WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND (EIN 04-6037391)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349100214
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T07:47:42-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA J MATOCHA | PreparerPersonNm |
| PTIN | P00572001 | PTIN |
| Phone | 2032814933 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 52.177.201.116 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-15 | IPDt |
| IP Tm | 12:43:49 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $118,939,180 | 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 | $1,504 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $164,639 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $164,639 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $282,122 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $282,122 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,459,595 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,822,330 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,459,595 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,258,627 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,275,184 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $7,166,487 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,181,540 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $398,210 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $81,352 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $316,858 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,214,747 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $24,295 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,190,452 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $616,930 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,339 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $604,591 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,660 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $133 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,527 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $131,655 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $49,077 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $116,078 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $865,146 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $316,114 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $549,032 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $9,731 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $9,731 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $141,921 | 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 | $58,792 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $186,079 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,722 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $182,357 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $90,985 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $22,746 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $68,239 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $7,938 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $7,938 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $622,762 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $622,762 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,351,556 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $519,509 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,666,334 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,336,730 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,336,730 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,688,286 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $519,509 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,003,064 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$521,799 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,662,031 | 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 | $1,047,876 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,053,888 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,053,888 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,172,058 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,243,967 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,243,967 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $63,054,176 | CorporateStockBOYAmt |
| Corporate Stock EOY | $51,530,240 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $51,530,240 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,958,550 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,259,401 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,259,401 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $39,640,310 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $58,040,295 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $58,040,295 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $547,275 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $345,970 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $139,509 | LandBOYAmt |
| Land EOY | $201,305 | LandEOYAmt |
| Land EOYFMV | $201,305 | LandEOYFMVAmt |
| Other Assets BOY | $540,103 | OtherAssetsBOYAmt |
| Other Assets EOY | $609,584 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $609,584 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $109,553,082 | TotalAssetsBOYAmt |
| Total Assets EOY | $118,939,180 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $118,939,180 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $514,632 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $546,991 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $514,632 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $546,991 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $109,038,450 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $118,392,189 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $109,038,450 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $118,392,189 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $109,553,082 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $118,939,180 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $109,038,450 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$521,799 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,907,897 | OtherIncreasesAmt |
| Subtotal | $118,424,548 | SubtotalAmt |
| Other Decreases | $32,359 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $118,392,189 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (76 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CIMAREX ENERGY CO COM | P | 2019-09-19 | 2019-09-25 | $12,393 | $13,497 | -$1,104 | -$1,104 |
| COGNIZANT TECH SOLUTIONS CORP CL A | P | 2019-09-19 | 2019-09-25 | $16,965 | $18,048 | -$1,083 | -$1,083 |
| EOG RESOURCES INC COM | P | 2019-09-19 | 2019-10-25 | $9,057 | $10,199 | -$1,142 | -$1,142 |
| APPLE INC COM STK | P | 2019-09-19 | 2019-10-25 | $19,621 | $17,687 | $1,934 | $1,934 |
| JPMORGAN CHASE & CO COM | P | 2019-09-19 | 2019-10-25 | $34,877 | $32,965 | $1,912 | $1,912 |
| APPLE INC COM STK | P | 2019-09-19 | 2019-10-30 | $21,818 | $19,898 | $1,920 | $1,920 |
| AMERICAN WTR WKS CO INC NEW COM | P | 2019-09-19 | 2019-11-12 | $12,094 | $12,856 | -$762 | -$762 |
| KS CY SOUTHN | P | 2019-09-19 | 2019-11-12 | $12,207 | $10,601 | $1,606 | $1,606 |
| EOG RESOURCES INC COM | P | 2019-09-19 | 2019-11-12 | $21,515 | $23,744 | -$2,229 | -$2,229 |
| AVANGRID INC COM | P | 2019-09-19 | 2019-12-16 | $10,487 | $10,775 | -$288 | -$288 |
| PORTLAND GENERAL ELECTRIC CO COM NEW COMNEW | P | 2019-09-19 | 2019-12-16 | $10,561 | $10,690 | -$129 | -$129 |
| BOOKING HLDGS INC COM | P | 2019-09-19 | 2019-12-16 | $13,960 | $14,410 | -$450 | -$450 |
| COSTCO WHOLESALE CORP NEW COM | P | 2019-09-19 | 2019-12-16 | $14,683 | $14,382 | $301 | $301 |
| DANAHER CORP COM | P | 2019-09-19 | 2019-12-16 | $16,679 | $16,040 | $639 | $639 |
| ADR EQUINOR ASA SPONSORED ADR | P | 2019-09-19 | 2019-12-16 | $28,858 | $30,450 | -$1,592 | -$1,592 |
| BAXTER INTL INC COM | P | 2019-09-19 | 2019-12-18 | $30,726 | $32,235 | -$1,509 | -$1,509 |
| HD SUPPLY HLDGS INC. COM | P | 2019-09-19 | 2019-12-19 | $25,571 | $25,620 | -$49 | -$49 |
| COSTCO WHOLESALE CORP NEW COM | P | 2019-09-19 | 2019-12-20 | $32,364 | $31,641 | $723 | $723 |
| ANHEUSER-BUSCH 3.65% DUE 02-01-2026 | P | 2018-10-16 | 2019-02-11 | $53,346 | $52,858 | $488 | $488 |
| UNITED STATES TREAS NTS DTD 05/31/2014 1.5% DUE 05-31-2019 REG | P | 2018-11-16 | 2019-02-11 | $74,795 | $74,599 | $196 | $196 |
| UNITED STATES TREAS NTS DTD 02/28/2015 1.375% DUE 02-29-2020 REG | P | 2018-10-05 | 2019-04-04 | $104,036 | $103,670 | $366 | $366 |
| UNITED STATES TREAS NTS DTD 01/31/2013 1.375% DUE 01-31-2020 REG | P | 2018-10-05 | 2019-06-13 | $104,504 | $104,085 | $419 | $419 |
| MEDTRONIC INC 3.15% DUE 03-15-2022 | P | 2018-10-11 | 2019-07-12 | $49,378 | $47,670 | $1,708 | $1,708 |
| UNITED STATES TREAS NTS DTD 05/31/2013 1.375% DUE 05-31-2020 REG | P | 2018-10-05 | 2019-07-17 | $104,426 | $103,681 | $745 | $745 |
| TOTAL CAP 4.45% DUE 06-24-2020 | P | 2018-10-16 | 2019-09-09 | $20,363 | $20,202 | $161 | $161 |
| TOTAL CAP 4.45% DUE 06-24-2020 | P | 2018-10-05 | 2019-09-09 | $55,999 | $55,569 | $430 | $430 |
| UNITED STATES TREAS NTS DTD 00476 2.125%DUE 08-31-2020 REG | P | 2018-10-05 | 2019-09-09 | $105,345 | $104,236 | $1,109 | $1,109 |
| AMERICAN EXPRESS CREDIT 2.375% DUE 05-26-2020 | P | 2018-10-18 | 2019-10-10 | $75,142 | $74,618 | $524 | $524 |
| JACKSON ST UNIV EDL BLDG CORP MISS REV 2.1% 03-01-2020 BEO TAXABLE | P | 2018-11-06 | 2019-10-11 | $79,942 | $79,646 | $296 | $296 |
| APPLE INC 2.85% DUE 02-23-2023 | P | 2018-10-16 | 2019-10-31 | $36,073 | $34,378 | $1,695 | $1,695 |
| UNITED STATES OF AMERICA TBOND 1.75% 05-15-2023 | P | 2018-10-05 | 2019-11-01 | $30,195 | $28,697 | $1,498 | $1,498 |
| HSBC HOLDINGS PLC 5.1 DUE 04-05-2021 | P | 2019-10-31 | 2019-11-26 | $77,963 | $78,042 | -$79 | -$79 |
| UNITED STATES TREAS NTS TREAS NTS 2% DUE11-30-2020 REG | P | 2018-11-15 | 2019-11-27 | $50,164 | $49,577 | $587 | $587 |
| CDN NAT RES LTD COM CDN NAT RES COM STK | P | 2019-01-15 | 2019-05-24 | $133,535 | $145,331 | -$11,796 | -$11,796 |
| CDN NAT RES LTD COM CDN NAT RES COM STK | P | 2019-01-25 | 2019-05-24 | $71,044 | $73,061 | -$2,017 | -$2,017 |
| #REORG/RED HAT CASH MERGER 07-09-2019 | P | 2018-05-22 | 2019-07-10 | $40,850 | $34,961 | $5,889 | $5,889 |
| YUM BRANDS INC COM | P | 2017-10-02 | 2019-01-15 | $17,480 | $14,303 | $3,177 | $3,177 |
| UNION PAC CORP COM | P | 2017-12-18 | 2019-01-15 | $71,496 | $61,956 | $9,540 | $9,540 |
| YUM BRANDS INC COM | P | 2016-12-27 | 2019-01-15 | $53,971 | $38,453 | $15,518 | $15,518 |
| WORKDAY INC CL A COM USD0.001 | P | 2017-10-02 | 2019-01-25 | $20,203 | $12,007 | $8,196 | $8,196 |
| WORKDAY INC CL A COM USD0.001 | P | 2016-09-19 | 2019-01-25 | $53,818 | $23,559 | $30,259 | $30,259 |
| DOLLAR GEN CORP NEW COM | P | 2017-04-05 | 2019-02-05 | $37,553 | $22,343 | $15,210 | $15,210 |
| #REORG/CELGENE CORP CASH AND STOCK MERGER BRISTOL 2087237, 2A15AG3 11-20-201 | P | 2017-12-18 | 2019-03-18 | $26,626 | $32,931 | -$6,305 | -$6,305 |
| #REORG/CELGENE CORP CASH AND STOCK MERGER BRISTOL 2087237, 2A15AG3 11-20-201 | P | 2016-09-19 | 2019-03-18 | $49,473 | $54,987 | -$5,514 | -$5,514 |
| #REORG/CELGENE CORP CASH AND STOCK MERGER BRISTOL 2087237, 2A15AG3 11-20-201 | P | 2016-09-19 | 2019-03-18 | $17,575 | $21,589 | -$4,014 | -$4,014 |
| ALCON AG COM USD0.04 WI | P | 2017-03-03 | 2019-04-09 | $23 | $18 | $5 | $5 |
| #REORG/CELGENE CORP CASH AND STOCK MERGER BRISTOL 2087237, 2A15AG3 11-20-201 | P | 2016-09-19 | 2019-04-23 | $111,878 | $116,810 | -$4,932 | -$4,932 |
| CISCO SYSTEMS INC | P | 2016-09-19 | 2019-04-23 | $82,506 | $28,199 | $54,307 | $54,307 |
| ALCON AG COM USD0.04 WI | P | 2017-03-03 | 2019-06-07 | $6,138 | $4,790 | $1,348 | $1,348 |
| COMCAST CORP NEW-CL A | P | 2017-12-18 | 2019-06-07 | $40,469 | $38,739 | $1,730 | $1,730 |
| ALCON AG COM USD0.04 WI | P | 2016-09-19 | 2019-06-07 | $33,624 | $18,824 | $14,800 | $14,800 |
| COMCAST CORP NEW-CL A | P | 2017-12-18 | 2019-07-10 | $3,711 | $3,370 | $341 | $341 |
| COMCAST CORP NEW-CL A | P | 2016-09-19 | 2019-07-10 | $77,268 | $19,854 | $57,414 | $57,414 |
| CHIPOTLE MEXICAN GRILL INC COM STK | P | 2018-06-19 | 2019-10-08 | $57,283 | $33,255 | $24,028 | $24,028 |
| APPLE INC COM STK | P | 2018-01-31 | 2019-10-29 | $29,640 | $20,223 | $9,417 | $9,417 |
| COSTCO WHOLESALE CORP NEW COM | P | 2018-11-01 | 2019-11-12 | $51,982 | $39,684 | $12,298 | $12,298 |
| #REORG/DELL INC CASH MERGER 10-29-2013 | P | 2019-01-01 | 2019-10-29 | $72 | $72 | $72 | |
| U.S CL ACTIONS (DELISTED/VAR CUSIPS) | P | 2019-01-01 | 2019-10-30 | $19,268 | $19,268 | $19,268 | |
| CHIPOTLE MEXICAN GRILL INC COM STK | P | 2018-11-01 | 2019-10-08 | $24,204 | $14,148 | $10,056 | $10,056 |
| COMCAST CORP NEW-CL A | P | 2018-10-19 | 2019-07-10 | $87,527 | $72,447 | $15,080 | $15,080 |
| APPLE INC COM STK | P | 2019-02-05 | 2019-10-29 | $53,890 | $38,296 | $15,594 | $15,594 |
| #REORG/RED HAT CASH MERGER 07-09-2019 | P | 2018-07-20 | 2019-07-10 | $144,590 | $112,701 | $31,889 | $31,889 |
| PFIZER INC COM | P | 2019-01-01 | 2019-03-11 | $158 | $72 | $86 | $86 |
| #REORG/AMERICAN REV SPLIT TO AMERICAN INTERNATIONL GRP 2053139 6/30/09 | P | 2019-01-01 | 2019-04-26 | $256 | $256 | $256 | |
| TIFF MULTI ASSET FUND | P | 2000-01-01 | 2019-01-29 | $500,000 | $466,194 | $33,806 | $33,806 |
| TIFF MULTI ASSET FUND | P | 2000-01-01 | 2019-01-31 | $500,000 | $459,963 | $40,037 | $40,037 |
| TIFF MULTI ASSET FUND | P | 2000-01-01 | 2019-02-21 | $5,250,000 | $4,743,835 | $506,165 | $506,165 |
| TIFF MULTI ASSET FUND | P | 2000-01-01 | 2019-03-14 | $2,000,000 | $1,791,954 | $208,046 | $208,046 |
| TIFF MULTI ASSET FUND | P | 2000-01-01 | 2019-03-15 | $578,903 | $512,948 | $65,955 | $65,955 |
| TIFF MULTI ASSET FUND | P | 2000-01-01 | 2019-06-06 | $3,000,000 | $2,673,601 | $326,399 | $326,399 |
| TIFF MULTI ASSET FUND | P | 2000-01-01 | 2019-06-14 | $578,903 | $507,923 | $70,980 | $70,980 |
| TIFF MULTI ASSET FUND | P | 2000-01-01 | 2019-09-05 | $995,000 | $863,080 | $131,920 | $131,920 |
| TIFF MULTI ASSET FUND | P | 2000-01-01 | 2019-09-13 | $578,903 | $499,270 | $79,633 | $79,633 |
| TIFF MULTI ASSET FUND | P | 2000-01-01 | 2019-10-03 | $2,985,000 | $2,646,126 | $338,874 | $338,874 |
| TIFF MULTI ASSET FUND | P | 2000-01-01 | 2019-11-26 | $1,492,500 | $1,261,881 | $230,619 | $230,619 |
| TIFF MULTI ASSET FUND | P | 2000-01-01 | 2019-12-13 | $578,903 | $481,783 | $97,120 | $97,120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,459,595 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,761,913 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $113,443,172 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068421 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,047,570 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $114,306,275 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052907 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,109,968 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $104,343,648 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048972 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,880,372 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $110,243,998 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053340 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,932,267 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $112,861,237 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052562 | DistributionYr5Rt |
| Total Distribution | 0.276202 | TotalDistributionRt |
| Average Distribution | 0.055240 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $124,160,708 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,858,638 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $66,620 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,925,258 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,123,651 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $66,620 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $66,620 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $66,620 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $383,179 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $483,179 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $416,559 | OverpaymentAmt |
| Applied To ES Tax | $66,640 | AppliedToESTaxAmt |
| Refund | $349,919 | 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 |
| Org Report Or Register State | NY | 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.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 | $6,947 | $0 | $0 |
| BENJAMIN R SHUTE JR | |||||||||
| ONE HAMDEN CENTER SUITE 2B 2319 | WHITNEY AVENUE | HAMDEN | CT | 06518 | TRUSTEE | 3.00 | $17,525 | $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 | $8,550 | $0 | $0 |
| JESSICA SAGER | |||||||||
| ONE HAMDEN CENTER SUITE 2B 2319 | WHITNEY AVENUE | HAMDEN | CT | 06518 | TRUSTEE | 2.00 | $6,050 | $0 | $0 |
| ANGELICA MATOS | |||||||||
| ONE HAMDEN CENTER SUITE 2B 2319 | WHITNEY AVENUE | HAMDEN | CT | 06518 | TRUSTEE | 2.00 | $5,225 | $0 | $0 |
| LAURA A BERRY | |||||||||
| ONE HAMDEN CENTER SUITE 2B 2319 | WHITNEY AVENUE | HAMDEN | CT | 06518 | TRUSTEE | 2.00 | $18,150 | $0 | $0 |
| R DAVID ADDAMS | |||||||||
| ONE HAMDEN CENTER SUITE 2B 2319 | WHITNEY AVENUE | HAMDEN | CT | 06518 | EXECUTIVE DIRECTOR | 50.00 | $252,779 | $48,456 | $0 |
| LUCAS CODOGNOLLA | |||||||||
| ONE HAMDEN CENTER SUITE 2B 2319 | WHITNEY AVENUE | HAMDEN | CT | 06518 | TRUSTEE | 2.00 | $1,325 | $0 | $0 |
| ANNA BLANDING | |||||||||
| ONE HAMDEN CENTER SUITE 2B 2319 | WHITNEY AVENUE | HAMDEN | CT | 06518 | TRUSTEE | 5.00 | $4,400 | $0 | $0 |
| CONSTANCE ROYSTER | |||||||||
| ONE HAMDEN CENTER SUITE 2B 2319 | WHITNEY AVENUE | HAMDEN | CT | 06518 | TRUSTEE | 5.00 | $3,525 | $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 | $170,767 | $17,077 | $66,944 |
| CARMEN SIBERON | ||||||||
| ONE HAMDEN CENTER2B2319 WHITNEY AVE | HAMDEN | CT | 06158 | SENIOR PROGRAM OFFIC | 40.00 | $165,944 | $16,594 | $30,768 |
| JANEE WOODS | ||||||||
| ONE HAMDEN CENTER2B2319 WHITNEY AVE | HAMDEN | CT | 06158 | DIRECTOR-ORG. CULTUR | 40.00 | $135,373 | $13,537 | $32,160 |
| RAQUEL SANTIAGO-MARTINEZ | ||||||||
| ONE HAMDEN CENTER2B2319 WHITNEY AVE | HAMDEN | CT | 06158 | DIRECTOR OF FINANCE | 40.00 | $122,642 | $12,264 | $45,708 |
| PRISCILLA FAUSTINI | ||||||||
| ONE HAMDEN CENTER2B2319 WHITNEY AVE | HAMDEN | CT | 06518 | DIR OF OPERATIONS - | 40.00 | $103,417 | $10,342 | $36,192 |
| 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 |
|---|---|---|---|---|---|
| LAUNCH CONSULTING LLC | |||||
| 43 DORRANCE PLACE | HAMDEN | CT | 06518 | CONSULTING | $176,080 |
| CAMBRIDGE ASSOCIATES | |||||
| 100 SUMMER STREET | BOSTON | MA | 02110 | INVESTMENT ADVISORS | $150,000 |
| SOLID FIRE CONSULTING LLC | |||||
| 292 LEFFERTS AVENUE | BROOKLYN | NY | 11225 | CONSULTING | $96,332 |
| T M BYXBEE COMPANY PC | |||||
| 2319 WHITNEY AVENUE | HAMDEN | CT | 06518 | ACCOUNTING | $91,000 |
| DE CLERQ OFFICE GROUP | |||||
| 1227 WHITNEY AVE | HAMDEN | CT | 06517 | OFFICE DESIGN | $55,068 |
| 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 | $112,999 | 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 | $568,032 | 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 | $99,963 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $65,688,081 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,323,104 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $58,040,295 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $126,051,480 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $126,051,480 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,890,772 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $124,160,708 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,208,035 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,208,035 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $66,620 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $66,620 | TotalTaxAmt |
| Distributable Before Adj | $6,141,415 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,141,415 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,141,415 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,003,064 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $120,587 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $7,123,651 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $66,620 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,057,031 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,141,415 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $438,285 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $480,304 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $552,569 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,217,972 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,689,130 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,123,651 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,141,415 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $982,236 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,671,366 | 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 | $438,285 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,233,081 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $480,304 | ExcessFromYear4Amt |
| Excess From Year2 | $552,569 | ExcessFromYear2Amt |
| Excess From Year1 | $2,217,972 | ExcessFromYear1Amt |
| Excess From Current Year | $982,236 | 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 (138 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 | STEP UP NEW LONDON | $42,500 | |
| A BETTER WAY FOUNDATION ABWF INC | |||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | HEARING YOUTH VOICES COMMUNITY ORGANIZING GRANT | $75,000 | |
| A BETTER WAY FOUNDATION ABWF INC | |||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | CTCORE- ORGANIZE NOW! CONTINUATION GRANT | $100,000 | |
| A BETTER WAY FOUNDATION ABWF INC | |||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | COMMUNITY ORGANIZING GRANT | $12,500 | |
| A BETTER WAY FOUNDATION ABWF INC | |||||||
| POBOX 942 | HARTFORD | CT | 061430942 | PC | CT BLACK AND BROWN STUDENTS UNION: CONNECTING THE DOTS | $25,000 | |
| 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 414A CHAPEL ST SUITE | NEW HAVEN | CT | 06530 | PC | SUSTAINING EQUITY AND BUILDING PROVIDER POWER AND VOICE CONTINUATION GRANT | $37,500 | 100 |
| AMISTAD UNITED CHURCH OF CHRIST INC | |||||||
| PO BOX 340292 | HARTFORD | CT | 06134 | PC | MORAL MONDAY CT STRENGTHENING THE CORE CONTINUATION GRANT | $50,000 | |
| ARTS COUNCIL OF GREATER NEW HAVEN INC | |||||||
| 70 AUDUBON STREET 2 | NEW HAVEN | CT | 065101248 | PC | ONE VILLAGE HEALING AN INSPIRING EQUITY THEATER EXPERIENCE | $5,000 | |
| ARTS COUNCIL OF GREATER NEW HAVEN INC | |||||||
| 70 AUDUBON STREET 2 | NEW HAVEN | CT | 065101248 | PC | HEALING STUDIO @ ONE VILLAGE HEALING | $5,000 | |
| ASCEND MENTORING | |||||||
| 34 MAPLE AVENUE | WINDSOR | CT | 060952922 | PC | WINDSOR PUBLIC SCHOOLS - WINDSOR WARRIORS AGAINST RACISM CONTINUATION GRANT | $22,500 | |
| 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 ANTI-RACISM COLLECTIVE "UNDOING RACISM" TRAINING | $10,000 | |
| BRIDGEPORT NEIGHBORHOOD TRUST INC | |||||||
| 570 STATE STREET | BRIDGEPORT | CT | 066044500 | PC | BNT SOCIAL ENTERPRISE IN DOWNTOWN WEST CONTINUATION GRANT. | $50,000 | |
| BUILDING ONE COMMUNITY | |||||||
| 75 SELLECK STREET | STAMFORD | CT | 06902 | PC | COMMUNITY ORGANIZING GRANT | $100,000 | |
| CAMPAIGN FOR BLACK MALE ACHIEVEMENT INC | |||||||
| 570 LEXINGTON AVENUE 5TH FLOOR | NEW YORK | NY | 100226837 | PC | GENERAL SUPPORT | $5,000 | |
| CAPITOL REGION EDUCATION COUNCIL FOUNDATION | |||||||
| 111 CHARTER OAK AVENUE | HARTFORD | CT | 06106 | PC | RACIAL EQUITY TRAINING & SUPPORT GRANT FOR YOUTH EMPOWERMENT SUMMIT | $10,000 | |
| CARVER FOUNDATION OF NORWALK INC | |||||||
| 7 ACADEMY ST | NORWALK | CT | 068504016 | PC | JETER'S LEADERS LEADERSHIP CONFERENCE | $1,666 | |
| CENTER FOR LEADERSHIP AND JUSTICE | |||||||
| 47 VINE STREET | HARTFORD | CT | 061122246 | PC | COMMUNITY ORGANIZING GRANT | $75,000 | |
| CENTER FOR POPULAR DEMOCRACY | |||||||
| 449 TROUTMAN STREET SUITE A | BROOKLYN | NY | 11237 | PC | MAKE THE ROAD CT COMMUNITY ORGANIZING GRANT | $100,000 | |
| CENTER FOR POPULAR DEMOCRACY | |||||||
| 449 TROUTMAN STREET SUITE A | BROOKLYN | NY | 11237 | PC | EXPANDING OUR RAPID RESPONSE NETWORK FOR A REAL SANCTUARY CITY | $10,000 | |
| CITY SEED | |||||||
| 817 GRAND AVENUE NO 101 | NEW HAVEN | CT | 06511 | PC | SANCTUARY KITCHEN RESPONSIVE GRANT | $5,000 | |
| CITYWIDE YOUTH COALITION INC | |||||||
| 928 CHAPEL STREET SUITE 201/202 | NEW HAVEN | CT | 06510 | PC | YOUTH/COMMUNITY ORGANIZING TO UNDO INSTITUTIONAL RACISM CONTINUATION GRANT. | $100,000 | |
| CITYWIDE YOUTH COALITION INC | |||||||
| 928 CHAPEL STREET SUITE 201/202 | NEW HAVEN | CT | 06510 | PC | UNDOING RACISM TRAINING BLACK AND BROWN QUEER CAMP | $10,000 | |
| CIVIC NATION | |||||||
| 3RD AND 4TH FLOOR | WASHINGTON | DC | 200050000 | PC | GALVANIZE CONNECTICUT | $1,000 | |
| CLIFFORD W BEERS GUIDANCE CLINIC INCORPORATED | |||||||
| 5 SCIENCE PARK | NEW HAVEN | CT | 065111966 | PC | FAMILY WELLNESS CENTER | $12,500 | |
| COLLEAGUES FOR EQUITY | |||||||
| 500 MAIN STREET | OLD SAYBROOK | CT | 06475 | PC | ALLIES REACHING FOR EQUALITY | $5,000 | |
| COMMUNITY BONDS | |||||||
| PO BOX 593 | NEW HAVEN | CT | 06513 | PC | CONNECTICUT BAIL FUND CONTINUATION GRANT. | $50,000 | |
| COMMUNITY ENGAGEMENT PARTNERS | |||||||
| PO BOX 471 | PICKERINGTON | OH | 43147 | PC | COMMUNITY ORGANIZER PIPELINE | $25,000 | |
| COMMUNITY FOUNDATION OF GREATER NEW BRITAIN | |||||||
| 74A VINE STREET | NEW BRITAIN | CT | 06052 | PC | SOUTHINGTON PUBLIC SCHOOLS/SOUTHINGTON PUBLIC SCHOOLS COALITION FOR SOCIAL JUSTICE | $10,000 | |
| COMMUNITY MEDIATION INC | |||||||
| 1253 WHITNEY AVENUE | HAMDEN | CT | 06517 | PC | ORGANIZATIONAL DEVELOPMENT GRANT /TELLING OUR STORY CONTINUATION GRANT. | $100,000 | |
| CONGREGATIONS ORGANIZED FOR A NEW CONNECTICUT INC | |||||||
| CONECT PO BOX 4298 | HAMDEN | CT | 065140298 | PC | CONSOLIDATING POWER FOR TRANSFORMATIVE CAMPAIGNS CONTINUATION GRANT. | $100,000 | |
| CONGREGATIONS ORGANIZED FOR A NEW CONNECTICUT INC | |||||||
| CONECT PO BOX 4298 | HAMDEN | CT | 065140298 | PC | GENERAL OPERATING SUPPORT OF THE STUDENT LOAN FUND | $10,000 | |
| CONNECTICUT ASSN FOR COMM ACTION | |||||||
| 203 MAIN ST 300 PLAZA MIDDLESEX | MIDDLETOWN | CT | 064570000 | PC | RACIAL EQUITY TRAINING FOR CONNECTICUT'S COMMUNITY ACTION AGENCIES | $10,000 | |
| CONNECTICUT CENTER FOR A NEW ECONOMY INC | |||||||
| 30 ARBOR STREET C/O CCRG BOX 6N | HARTFORD | CT | 061061238 | PC | CT IMMIGRANT RIGHTS ALLIANCE COMMUNITY DEFENSE PROJECT | $25,000 | |
| CONNECTICUT CENTER FOR A NEW ECONOMY INC | |||||||
| 30 ARBOR STREET C/O CCRG BOX 6N | HARTFORD | CT | 06106 | PC | EQUITY ECOSYSTEM GRANT | $37,500 | |
| CONNECTICUT CENTER FOR SCHOOL CHANGE | |||||||
| 151 NEW PARK AVENUE SUITE15 | HARTFORD | CT | 06106 | PC | RACIAL EQUITY TRAINING AND SUPPORT GRANT | $10,000 | |
| 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 | 061060000 | PC | SOW-CT ORGANIZER GATHERING | $2,500 | |
| CONNECTICUT COUNCIL FOR PHILANTHROPY | |||||||
| 75 CHARTER OAK AVENUE SUITE 1-205 | HARTFORD | CT | 061060000 | PC | SUPPORT FOR ANNUAL CONFERENCE | $5,000 | |
| CONNECTICUT VOICES FOR CHILDREN | |||||||
| 33 WHITNEY AVE | NEW HAVEN | CT | 06510 | PC | USING RESEARCH TO DISTRUPT EDUCATIONAL INEQUITY CONTINUATION GRANT. | $87,100 | |
| 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 | SELF-CARE AND SUPPORT CIRCLE | $5,000 | |
| CONNECTICUT WOMENS EDUCATIONAL AND LEGAL FUND INC | |||||||
| 75 CHARTER OAK AVENUE SUITE 1-300 | HARTFORD | CT | 061060000 | PC | BILINGUAL COMMUNITY ADVOCACY | $5,000 | |
| COPPER BEECH INSTITUTE | |||||||
| 303 TUNXIS ROAD | WEST HARTFOR | CT | 061073119 | PC | PEACE IS THE WAY | $6,600 | |
| CORPORATION FOR INDEPENDENT LIVING | |||||||
| 157 CHARTER OAK AVENUE | HARTFORD | CT | 06106 | PC | 14TH ANNUAL WOMEN IN BUSINESS SUMMIT | $2,500 | |
| COUNCIL OF CHURCHES OF GREATER BRIDGEPORT INC | |||||||
| 1718 CAPITOL AVE | BRIDGEPORT | CT | 066041531 | PC | BECOMING ALLIES IN ANTI-RACISM WORK - AN INVITATION TO WHITE FAITH COMMUNITIES | $10,000 | |
| CT ALLIANCE FOR BETTER COMMUNITIES CABC INC | |||||||
| 210 CAPITAL AVENUE ROOM 409-A | HARTFORD | CT | 061061535 | PC | HARTFORD GUARDIAN GENERAL SUPPORT | $5,000 | |
| EAST HARTFORD SCHOOL BUSINESS PARTNERSHIPS INC | |||||||
| 1110 MAIN STREET | EAST HARTFORD | CT | 061082240 | PC | CULTURAL RESPONSIVENESS AND EQUITY PROFESSIONAL DEVELOPMENT SERIES | $12,500 | |
| ECHO MEDICAL GROUP | |||||||
| 31 EDWARDS ST | NEW HAVEN | CT | 065113943 | PC | ELENA'S LIGHT | $5,000 | |
| EDUCATORS FOR EXCELLENCE | |||||||
| 153 EAST ST SUITE 400 | NEW HAVEN | CT | 06511 | PC | E4E-CT TEACHER LEADER RETREAT | $4,906 | |
| EDUCATORS FOR EXCELLENCE | |||||||
| 153 EAST ST SUITE 400 | NEW HAVEN | CT | 06511 | PC | ELEVATING TEACHER VOICE AROUND EDUCATIONAL EQUITY CONTINUATION GRANT. | $25,000 | |
| ELM CITY FREDDY FIXER PARADE COMMITTEE | |||||||
| 365 PECK STREET | NEW HAVEN | CT | 06513 | PC | 2019 ANNUAL ELM CITY FREDDY FIXER PARADE | $1,000 | |
| ELM CITY MONTESSORI SCHOOL | |||||||
| 375 QUINNIPIAC AVENUE | NEW HAVEN | CT | 06513 | PC | ANTI-BIAS, ANTI-RACISM PROJECT CONTINUATION GRANT | $35,000 | |
| ETA ALPHA LAMBDA SCHOLARSHIP FUND | |||||||
| PO BOX 204342 | NEW HAVEN | CT | 065209428 | PC | SPONSOR OF 2019 ANNUAL BANQUET | $1,000 | |
| ETHEL WALKER SCHOOL INC | |||||||
| 230 BUSHY HILL RD | SIMSBURY | CT | 060702637 | PC | RACIAL LITERACY PROJECT | $10,000 | |
| FAITHACTS FOR EDUCATION INC | |||||||
| 160 FAIRFIELD AVENUE | BRIDGEPORT | CT | 066044205 | PC | COMMUNITY ORGANIZING GRANT | $100,000 | |
| FIRST CONGREGATIONAL CHURCH IN BLOOMFIELD | |||||||
| 10 WINTONBURY AVENUE | BLOOMFIELD | CT | 06002 | PC | ALLIANCE FOR BLOOMFIELD'S CHILDREN 2019 CONTINUATION GRANT | $80,000 | |
| FIRST CONGREGATIONAL CHURCH MADISON | |||||||
| 26 MEETINHOUSE LN | MADISON | CT | 06443 | PC | UNDOING RACISM COMMUNITY ORGANIZING WORKSHOP | $10,000 | |
| FIVE FROGS INC | |||||||
| 1210 POST ROAD | FAIRFIELD | CT | 068246008 | PC | LEADERSHIP DEVELOPMENT ROUNDTABLE | $10,000 | |
| GATEWAY COMMUNITY COLLEGE FOUNDATION | |||||||
| 20 CHURCH STREET | NEW HAVEN | CT | 06510 | PC | ANNUAL HALL OF FAME INDUCTION AND RECEPTION | $1,000 | |
| GATEWAY COMMUNITY COLLEGE FOUNDATION | |||||||
| 20 CHURCH STREET | NEW HAVEN | CT | 06510 | PC | GENERAL SUPPORT | $1,000 | |
| GREEN VILLAGE INITIATIVE | |||||||
| 325 LAFAYETTE STREET 9101 | BRIDGEPORT | CT | 06604 | PC | ANTIRACISM WORK AND BREAKING DOWN WHITE SUPREMACY | $3,850 | |
| HARTFORD FOOD SYSTEM INC | |||||||
| 190 WETHERSFIELD AVE | HARTFORD | CT | 061141113 | PC | COMMUNITY ORGANIZING GRANT | $40,000 | |
| HARTFORD PARENT UNIVERSITY INC | |||||||
| 330 MARKET STREET 3RD FLOOR | HARTFORD | CT | 061202901 | PC | PARENT ENGAGEMENT CONTINUATION GRANT | $50,000 | |
| HARTFORD PERFORMS | |||||||
| 233 PEARL STREET | HARTFORD | CT | 06103 | PC | RACIAL EQUITY TRAINING II | $10,000 | |
| HEALTH EQUITY SOLUTIONS INC | |||||||
| 175 MAIN STREET 3RD FLOOR | HARTFORD | CT | 061061818 | PC | 2019 GIFT | $1,000 | |
| HOPE FOR NEW HAVEN INC | |||||||
| 81 OLIVE STREET | NEW HAVEN | CT | 06511 | PC | CERCLE MAYORAL PRIMARY FORUM | $1,550 | |
| HOPE FOR NEW HAVEN INC | |||||||
| 81 OLIVE STREET | NEW HAVEN | CT | 06511 | PC | TEACHER IN RESIDENCE APPRENTICESHIP PROGRAM | $50,000 | |
| INTEMPO | |||||||
| 58 CHURCH STREET | STAMFORD | CT | 06906 | PC | BUILDING ARTS EQUITY AND COMBATING SOCIAL EXCLUSION AMONG UNDERSERVED CHILDREN AND THEIR FAMILIES | $10,000 | |
| INTERACTION INSTITUTE FOR SOCIAL CHANGE | |||||||
| 89 SOUTH STREET SUITE 405 | BOSTON | MA | 02111 | PC | 25TH YEAR ANNIVERSAY | $5,000 | |
| JEWISH FAMILY SERVICES | |||||||
| 1440 WHALLEY AVENUE | NEW HAVEN | CT | 065113943 | PC | RESPONSIVE GRANT FOR SECURITY CAMERAS | $5,000 | |
| JUDY DWORIN PERFORMANCE PROJECT INC | |||||||
| 233 PEARL STREET | HARTFORD | CT | 06103 | PC | STAND AGAISNT RACISM MINI GRANT | $620 | |
| JUNTA FOR PROGRESSIVE ACTION INC | |||||||
| 169 GRAND AVE | NEW HAVEN | CT | 06513 | PC | YOUTH IN ACTION/ U OF NEXT COALITION | $5,000 | |
| KATAL CENTER FOR HEALTH EQUITY AND JUSTICE INC | |||||||
| 65 HUNGERFORD STREET | HARTFORD | CT | 06106 | PC | APPRENTICE ORGANIZER PROGRAM | $25,000 | |
| LEADERSHIP EDUCATION AND ATHLETICS IN PARTNERSHIP INC | |||||||
| 31 JEFFERSON ST | NEW HAVEN | CT | 065114947 | PC | AFTER SCHOOL AND SUMMER PROGRAMMING FOR NEW HAVEN CHILDREN | $10,000 | |
| LEADERSHIP GREATER HARTFORD INC | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | PC | COMMON GROUND YOUTH LEADERSHIP DEVELOPMENT PROGRAM | $5,000 | |
| MANHATTAN COUNTRY SCHOOL INC | |||||||
| 150 W 85TH STREET | NEW YORK | NY | 10024 | PC | PEN CONFERENCE 2019 | $10,000 | |
| MIDDLESEX UNITED WAY INC | |||||||
| 100 RIVERVIEW CENTER SUITE 230 | MIDDLETOWN | CT | 064573445 | PC | MIDDLETOWN RACIAL JUSTICE COALITION FOR CHILDREN BUILDING EQUITY IN EDUCATION IN MIDDLETOWN | $80,400 | |
| MINORITY INCLUSION PROJECT INCORPORATED | |||||||
| 1131-0 TOLLAND TPKE STE 16 | MANCHESTER | CT | 06042 | PC | 2019 BOARD DIVERSITY INITIATIVE | $10,000 | |
| MINORITY INCLUSION PROJECT INCORPORATED | |||||||
| 1131-0 TOLLAND TPKE STE 16 | MANCHESTER | CT | 06042 | PC | BOARD DIVERSITY INITIATIVE HARTFORD | $12,500 | |
| MONTESSORI FOR SOCIAL JUSTICE | |||||||
| 5243 CREEKBEND | HOUSTON | TX | 77096 | PC | SANKOFA MONTESSORI LEARNING CENTER | $5,000 | |
| MUSIC HAVEN INC | |||||||
| 315 PECK STREET BLDG BOX A10 | NEW HAVEN | CT | 06513 | PC | EXPAND STAFFING MODEL | $10,000 | |
| MUSIC HAVEN INC | |||||||
| 315 PECK STREET BLDG BOX A10 | NEW HAVEN | CT | 06513 | PC | MUSIC HAVEN'S EQUITY, ACCESS, AND INCLUSION INITIATIVE | $7,000 | |
| NATIONAL CONFERENCE OF BLACK LAWYERS | |||||||
| 2472 BROADWAY 204 | NEW YORK | NY | 10025 | PC | GENERAL SUPPORT | $1,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF NEW HAVEN INC | |||||||
| 333 SHERMAN AVENUE | NEW HAVEN | CT | 065113152 | PC | RESIDENT LEADERSHIP PROGRAM | $10,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF WATERBURY INC | |||||||
| 193 GRAND STREET 3RD FLOOR | WATERBURY | CT | 067021919 | PC | THE UNGROUP SOCIETY YOUTH EMPOWERMENT/SOCIAL JUSTICE INITIATIVE CONTINUATION GRANT | $25,000 | |
| NEIGHBORHOOD HOUSING SERVICES OF WATERBURY INC | |||||||
| 193 GRAND STREET 3RD FLOOR | WATERBURY | CT | 067021919 | PC | UNGROUP SOCIETY 2019 SPIRIT OF UNITY FESTIVAL | $5,000 | |
| NEW ENGLAND GRASSROOTS ENVIRONMENT FUND INC | |||||||
| 55 MAIN STREET STE 124 | NEWMARKET | NH | 038570611 | PC | SUMMER OF SOLUTIONS HARTFORD ANTI-RACISM TRAINING | $5,000 | |
| NEW HAVEN LEGAL ASSISTANCE ASSOCIATION INC | |||||||
| 205 ORANGE STREET | NEW HAVEN | CT | 06510 | PC | COMMUNITY AND ECONOMIC JUSTICE | $25,000 | |
| NEW HAVEN SCHOLARSHIP FUND | |||||||
| PO BOX 8936 | NEW HAVEN | CT | 06532 | PC | 60TH ANNIVERSARY CELEBRATION SPONSORSHIP | $5,000 | |
| NEW YORK WOMEN IN FILM | |||||||
| 6 ESAT 39TH STREET SUITE 1200 | NEW YORK | NY | 10016 | PC | ABOUT THAT NIGHT | $5,000 | |
| OPEN COMMUNITIES ALLIANCE | |||||||
| 75 CHARTER OAK AVENUE SUITE 1-210 | HARTFORD | CT | 061061903 | PC | EMPOWERING CHOICES FOR EDUCATIONAL EQUITY CONTINUATION GRANT | $75,000 | |
| PAUL J AICHER FOUNDATION INC | |||||||
| 75 CHARTER OAK AVENUE SUITE 2-300 | HARTFORD | CT | 062580203 | PC | EVERYDAY DEMOCRACY STAND AGAINST RACISM IMMIGRANT JUSTICE IS RACIAL JUSTICE | $700 | |
| PLAYHOUSE THEATRE GROUP INC | |||||||
| 244 PARK RD | WEST HARTFORD | CT | 06119 | PC | SUBSIDIZE TICKET PRICES FOR THE SCOTTSBORO BOYS PLAY | $5,000 | |
| PLAYHOUSE THEATRE GROUP INC | |||||||
| 244 PARK RD | WEST HARTFORD | CT | 06119 | PC | PLAYHOUSE ON PARK PRODUCTION OF THE SCOTTSBORO BOYS | $20,000 | |
| PRESIDENT AND FELLOWS OF MIDDLEBURY | |||||||
| 9 OLD CHAPEL ROAD | MIDDLEBURY | VT | 05753 | PC | JIRAN:THE ARABIC COMMUNITY ACTION SUMMER | $4,000 | |
| PROMISING SCHOLARS FUND INC | |||||||
| 7 E FARMS RD | MIDDLEBURY | CT | 067621434 | PC | THE 17TH ANNUAL PROMISING SCHOLARS GOLF CLASSIC 2019 | $500 | |
| REACH OUT AND READ INC | |||||||
| PO BOX 290 | MADISON | CT | 06443 | PC | 2019 LEADERSHIP CONFERENCE | $500 | |
| RECENTER RACE & EQUITY IN EDUCATION INC | |||||||
| 75 CHARTER OAK AVENUE SUITE 1-310 | HARTFORD | CT | 06106 | PC | DEVELOP SOCIAL ENTERPRISE | $10,000 | |
| RECENTER RACE & EQUITY IN EDUCATION INC | |||||||
| 75 CHARTER OAK AVENUE SUITE 1-310 | HARTFORD | CT | 06106 | PC | TOWARD THE EQUITABLE CLASSROOM CONTINUATION GRANT. | $150,000 | |
| RECENTER RACE & EQUITY IN EDUCATION INC | |||||||
| 75 CHARTER OAK AVENUE SUITE 1-310 | HARTFORD | CT | 06106 | PC | RESPONSIVE GRANT FOR SIMBSBURY PUBLIC SCHOOLS | $10,000 | |
| 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 | GENERAL SUPPORT MINORITY TEACHER RECRUITMENT AND RETENTION GRANT | $260,000 | |
| REVERSED GRANTS - PROR YEARS | |||||||
| 2319 WHITNEY AVENUE | HAMDEN | CT | 06518 | PC | OPERATING | -$30,500 | |
| SAVE GIRLS ON FYER | |||||||
| 276 HIGHLAND AVENUE | WATERBURY | CT | 067083022 | PC | GENERAL OPERATING SUPPORT CONTINUATION GRANT | $35,000 | |
| SAVE GIRLS ON FYER | |||||||
| 276 HIGHLAND AVENUE | WATERBURY | CT | 067083022 | PC | RESPONSIVE GRANT TO ALLEVIATE THE BURDENS OF ADULTIFICATION | $10,000 | |
| SCSU FOUNDATION | |||||||
| 501 CRESCENT STREET | NEW HAVEN | CT | 065151330 | PC | ACIAL JUSTICE WORKSHOP FOR NEW HAVEN PUBLIC SCHOOL TEACHERS | $5,000 | |
| SERC FOUNDATION | |||||||
| 100 ROSCOMMON DRIVE SUITE 110 | MIDDLETOWN | CT | 064577559 | PC | DISMANTLING SYSTEMIC RACISM: 2019 CONFERENCE ON RACE, EDUCATION & SUCCESS | $5,000 | |
| SERC FOUNDATION | |||||||
| 100 ROSCOMMON DRIVE SUITE 110 | MIDDLETOWN | CT | 064577559 | PC | COMMUNITY OUTREACH-YEAR II CONTINUATION GRANT. | $206,730 | |
| SHALOM UNITED CHURCH OF CHRIST | |||||||
| POBOX 207091 | NEW HAVEN | CT | 06520 | PC | RESPONSIVE GRANT FOR MOBILE PHOTOGRAPHIC EXHIBIT | $3,000 | |
| SHALOM UNITED CHURCH OF CHRIST | |||||||
| POBOX 207091 | NEW HAVEN | CT | 06520 | PC | WORKER JUSTICE, SANCTUARY FROM DEPORTATIONS, & MOVEMENT BUILDING CONTINUATION GRANT | $50,000 | |
| SICKLE CELL DISEASE ASSOC OF AMERICA | |||||||
| 1389 CHAPEL STREET | NEW HAVEN | CT | 06511 | PC | TEEN AMBASSADOR PROGRAM | $1,000 | |
| THE ANTIQUARIAN & LANDMARKS SOCIETY INC | |||||||
| 59 SOUTH PROSPECT ST | HARTFORD | CT | 061061901 | PC | ANTIQUARIAN LANDMARKS SOCIETY CELEBRATING BLACK NEW LONDON | $10,000 | |
| THE CONFERENCE OF CHURCHES INC | |||||||
| THE 224 ECOSPACE 224 FARMINGTON | HARTFORD | CT | 061053501 | PC | THE 224 ECOSPACE AIR PROJECT | $5,000 | AVENUE |
| THE FUTURO MEDIA GROUP | |||||||
| 361 W 125TH STREET 6TH FLOOR | NEW YORK | NY | 10027 | PC | IN THE THICK | $5,000 | |
| THE IVORYTON PLAYHOUSE FOUNDATION | |||||||
| PO BOX 458 | IVORYTON | CT | 06442 | PC | GUESS WHO'S COMING TO DINNER | $5,000 | |
| THE PROSPERITY FOUNDATION INC | |||||||
| 1287 CHAPEL STREET | NEW HAVEN | CT | 065114514 | PC | THE PROSPERITY FOUNDATION GRANTMAKING CONTINUATION GRANT | $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 RACIAL EQUITY TRAINING & SUPPORT GRANT | $10,000 | |
| THE UNITED WAY OF GREATER WATERBURY INC | |||||||
| 100 NORTH ELM STREET 2ND FLOOR | WATERBURY | CT | 067232688 | PC | BRIDGE TO SUCCESS DISRUPTING INSTITUTIONAL INEQUITY CONTINUATION GRANT | $37,500 | |
| THE VILLAGE FOR FAMILIES AND CHILDREN | |||||||
| 1680 ALBANY AVENUE | HARTFORD | CT | 061053501 | PC | STAND AGAINST RACISM NO HATE, NO FEAR, IMMIGRANT JUSTICE IS RACIAL JUSTICE | $1,000 | |
| TIDES FOUNDATION | |||||||
| PO BOX 29903 | SAN FRANCISCO | CA | 94129 | PC | 54TH ANNUAL CONNECTICUT STATE CONVENTION | $4,000 | |
| ULYSSES S GRANT FOUNDATION INC | |||||||
| PO BOX 200082 | NEW HAVEN | CT | 065200082 | PC | GENERAL SUPPORT | $1,000 | |
| UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | PC | UNITED WAY DEI INITIATIVE | $10,000 | |
| 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 | CHATHAM SQUARE NEIGHBORHOOD ASSOCIATION FULL OF JOY YOGA | $5,000 | |
| UNITED WE DREAM NETWORK INC | |||||||
| C/O CT STUDENTS FOR A DREAM PO BOX | WASHINGTON | DC | 20033 | PC | RESPONSIVE GRANT FOR CT STUDENTS FOR A DREAM | $10,000 | 33231 |
| UNITED WE DREAM NETWORK INC | |||||||
| PO BOX 33231 | WASHINGTON | DC | 20033 | PC | CONNECTICUT STUDENTS FOR A DREAM COMMUNITY ORGANIZING | $75,000 | |
| UNIVERSITY OF CONNECTICUT FOUNDATION INC | |||||||
| 10 TALCOTT NOTCH ROAD SUITE 100 | FARMINGTON | CT | 06032 | PC | MINORITY TEACHER, RECRUITMENT AND RETENTION | $29,400 | |
| UNIVERSITY OF CONNECTICUT FOUNDATION INC | |||||||
| 10 TALCOTT NOTCH ROAD SUITE 100 | FARMINGTON | CT | 06032 | PC | SEEKING FUNDS FOR VISUALIZING HEALTH EQUITY ART CONTEST | $1,500 | |
| UNIVERSITY OF NEW HAVEN | |||||||
| 300 BOSTON POST ROAD | WEST HAVEN | CT | 065161916 | PC | COALITION FOR JUVENILE JUSTICES 2019 RACIAL AND ETHNIC DISPARITIES CONFERENCE | $1,698 | |
| UNIVERSITY OF SAINT JOSEPH | |||||||
| 1678 ASYLUM AVENUE | WEST HARTFORD | CT | 06117 | PC | THE AUTORINO CENTER FOR THE ARTS AND HUMANITIES | $5,000 | |
| WEST HAVEN BLACK COALITION | |||||||
| 56 HIGHVIEW AVENUE | WEST HAVEN | CT | 06516 | PC | THE YOUNG DIVAS ON THE MOVE PROGRAM AND DEV TOMORROW'S PROFESSIONALS PROGRAM | $5,000 | |
| WOMEN'S INSTITUTE FOR HOUSING AND ECON DEV | |||||||
| 75 CHARTER OAK AVENUE SUITE 1-200 | HARTFORD | CT | 06106 | PC | NATIONAL NIGHT OUT | $5,000 | |
| WRITER S BLOCK INK INCORPORATED | |||||||
| 12 MASONIC STREET | NEW LONDON | CT | 063206404 | PC | SUMMER ON THE BLOCK CONTINUATION GRANT | $25,000 | |
| YWCA HARTFORD REGION INC | |||||||
| 135 BROAD STREET | HARTFORD | CT | 061053718 | PC | STAND AGAINST RACISM 2019 EVENTS: PANEL DISCUSSION, & FAMILY STAND NIGHT | $4,000 | |
| YWCA HARTFORD REGION INC | |||||||
| 135 BROAD STREET | HARTFORD | CT | 061053718 | PC | IDENTITY PRIDE (I PRIDE) CAMPAIGN | $3,000 | |
| YWCA OF NEW BRITAIN | |||||||
| 19 FRANKLIN SQUARE | NEW BRITAIN | CT | 06051 | PC | STAND AGAINST RACISM. THE NEW BRITAIN STAND AGAINST RACISM | $2,010 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,336,730 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (53 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 | HEARING YOUTH VOICES- YOUTH ORGANIZING PROGRAM | $100,000 | |
| 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 | 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 | |
| ACHIEVE HARTFORD | |||||||
| 1429 PARK UNIT 114 | HARTFORD | CT | 06106 | PC | RACIAL ADVOCATES FOR CROSS-CUL | $30,000 | |
| ALL OUR KIN INC | |||||||
| PO BOX 8477 | NEW HAVEN | CT | 06530 | PC | LIVING THE VALUES OF EQUITY, INCLUSION, AND DIVERSITY | $50,000 | |
| AMISTAD UNITED CHURCH OF CHRIST INC | |||||||
| PO BOX 340292 | HARTFORD | CT | 06134 | PC | MORAL MONDAY | $50,000 | |
| ASCEND MENTORING | |||||||
| 34 MAPLE AVENUE | WINDSOR | CT | 060952922 | PC | WINDSOR PUBLIC SCHOOLS - WINDSOR WARRIORS AGAINST RACISM CONTINUATION GRANT | $22,500 | |
| BRIDGEPORT GENERATION NOW | |||||||
| 930 MAIN STREET | BRIDGEPORT | CT | 06604 | PC | GENERAL SUPPORT | $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 | |
| CENTER FOR POPULAR DEMOCRACY | |||||||
| 449 TROUTMAN STREET | HARTFORD | CT | 061122246 | PC | POWER TEAMS: JUSTICE THROUGH ORGANIZING | $100,000 | |
| CHRISTIAN COMMUNITY ACTION | |||||||
| 168 DAVENPORT AVENUE | BROOKLYN | NY | 11237 | PC | MAKE THE ROAD CT | $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 | |
| CLIFFORD W BEERS GUIDANCE CLINIC INCORPORATED | |||||||
| 5 SCIENCE PARK | NEW HAVEN | CT | 065111966 | PC | FAMILY WELLNESS CENTER | $12,500 | |
| COMMUNITY BONDS | |||||||
| PO BOX 593 | NEW HAVEN | CT | 06513 | PC | CT BAIL FUND GENERAL SUPPORT | $75,000 | |
| COMMUNITY ENGAGEMENT PARTNERS | |||||||
| PO BOX 471 | PICKERINGTON | OH | 43147 | PC | COMMUNITY ORGANIZER PIPELINE | $25,000 | |
| COMMUNITY MEDIATION INC | |||||||
| 1253 WHITNEY AVENUE | HAMDEN | CT | 06517 | PC | STUDENTS FOR EDUCATIONAL JUSTICE (SEJ) GENERAL REQUEST | $100,000 | |
| CONGREGATIONS ORGANIZED FOR A NEW CONNECTICUT INC | |||||||
| CONECT PO BOX 4298 | HAMDEN | CT | 065140298 | PC | GENERAL SUPPORT | $100,000 | |
| 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 | CONNECTICUT IMMIGRANT RIGHTS ALLIANCE TRUST ACT IMPLEMENTATION AND OVERSIGHT | $50,000 | |
| 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 | $12,500 | |
| EDUCATORS FOR EXCELLENCE | |||||||
| 153 EAST ST SUITE 400 | NEW HAVEN | CT | 06511 | PC | ADVANCING EDUCATIONAL EQUITY IN CONNECTICUT | $25,000 | |
| 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 | $125,000 | |
| FIRST CONGREGATIONAL CHURCH IN BLOOMFIELD | |||||||
| 10 WINTONBURY AVENUE | BLOOMFIELD | CT | 06002 | PC | THE ALLIANCE FOR BLOOMFIELD'S CHILDREN: 2020 CONTINUATION GRANT | $80,000 | |
| HARTFORD FOOD SYSTEM INC | |||||||
| 190 WETHERSFIELD AVE | HARTFORD | CT | 061141113 | PC | GROW HARTFORD YOUTH PROGRAM | $60,000 | |
| HARTFORD PARENT UNIVERSITY INC | |||||||
| 330 MARKET STREET 3RD FLOOR | HARTFORD | CT | 061202901 | PC | GENERAL 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 | $100,000 | |
| HIGHER HEIGHTS YOUTH EMPOWERMENT PROGRAMS INC | |||||||
| 157 CHURCH ST 19TH FLOOR | NEW HAVEN | CT | 06511 | PC | DELT EQUITY ACTION PLAN | $141,500 | |
| 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 | $25,000 | |
| MAKE THE ROAD NEW YORK | |||||||
| 92-10 ROOSEVELT AVE | JACKSON HEIGHTS | NY | 11372 | PC | BUILDING COMMUNITY POWER TO CONFRONT RACISM IN OUR SCHOOLS AND INSTITUTIONS | $100,000 | |
| 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 | $50,000 | |
| 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 SUITE 1-210 | 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 | NEW NARRATIVES FOR RACIAL EQUITY IN CONNECTICUT SCHOOL SYSTEMS | $150,000 | |
| 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 | |
| SAVE GIRLS ON FYER | |||||||
| 276 HIGHLAND AVENUE | WATERBURY | CT | 067083022 | PC | SGOF CAPACITY SUPPORT | $75,000 | |
| SERC FOUNDATION | |||||||
| 100 ROSCOMMON DRIVE SUITE 110 | MIDDLETOWN | CT | 064577559 | PC | COURAGEOUS LEADERSHIP-COHERENCE & SUSTAINABILITY | $250,000 | |
| SHALOM UNITED CHURCH OF CHRIST | |||||||
| POBOX 207091 | NEW HAVEN | CT | 06520 | PC | UNIDAD LATINA EN ACCION (ULA): BUILDING MIGRANT POWER FOR RACIAL AND ECONOMIC JUSTICE | $75,000 | |
| SOUTHERN CONNECTICUT STATE UNIVERSITY FOUNDATION INC | |||||||
| 501 CRESCENT STREET | NEW HAVEN | CT | 06516 | PC | TARGETED ASSESSMENT OF FOUNDATION CONTRIBUTION | $10,000 | |
| THE PROSPERITY FOUNDATION INC | |||||||
| 1287 CHAPEL STREET | NEW HAVEN | CT | 065114514 | PC | BLACK COMMUNITY GRANT GIVE | $55,000 | |
| 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 | WATERBURY BRIDGE TO SUCCESS COMMUNITY PARTNERSHIP: RESTORING THE VILLAGE | $100,000 | |
| UNITED WAY OF COASTAL FAIRFIELD COUNTY INC | |||||||
| 855 MAIN STREET 10 FLOOR | BRIDGEPORT | CT | 066044915 | PC | PT PARTNERS: RESIDENT LEADERSHIP DEVELOPMENT PROGRAM | $87,500 | |
| UNITED WE DREAM NETWORK INC | |||||||
| C/O CT STUDENTS FOR A DREAM PO BOX | WASHINGTON | DC | 20033 | PC | CT STUDENTS FOR A DREAM GENERAL OPERATING SUPPORT | $100,000 | 33231 |
| UNIVERSITY OF CONNECTICUT FOUNDATION INC | |||||||
| 10 TALCOTT NOTCH ROAD SUITE 100 | FARMINGTON | CT | 06032 | PC | WCGMF SCHOLARS PROGRAM | $54,600 | |
| WRITER S BLOCK INK INCORPORATED | |||||||
| 12 MASONIC STREET | NEW LONDON | CT | 063206404 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,641,100 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $164,639 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $282,122 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,258,627 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,459,595 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,164,983 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,164,983 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AUDITORS | $33,500 | $0 | $0 | $33,500 |
| ACCOUNTANTS | $98,155 | $49,077 | $0 | $82,578 |
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 | $60,255 | $36,010 | 200DB | 7.000000000000 | $6,106 | $0 | $6,106 |
| FURNITURE | 2015-01-01 | $119,995 | $8,939 | 200DB | 7.000000000000 | $19,336 | $0 | $19,336 |
| LEASEHOLD IMPROVEMENTS | 2015-01-01 | $367,025 | $242,229 | 200DB | 7.000000000000 | $33,350 | $0 | $33,350 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (47 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC 2.9% DUE 11-06-2022 | $56,134 | $56,134 |
| AMERICAN EXPRESS CO 2.75% 05-20-2022 | $35,642 | $35,642 |
| ANTHEM INC 3.65% 12-01-2027 | $58,244 | $58,244 |
| APPLE INC 2.85% DUE 02-23-2023 | $72,002 | $72,002 |
| AT&T INC 4.125% DUE 02-17-2026 | $54,197 | $54,197 |
| AVALONBAY CMNTYS INC TRANCHE # TR 00015 2.95 09-15-2022 | $20,487 | $20,487 |
| BANK AMER CORP BDS 4 04-01-2024 | $80,331 | $80,331 |
| BANK NEW YORK MELLON CORP MEDIUM TERM SR NT BOOK ENTRY 2.95% 01-29-2023 | $82,160 | $82,160 |
| CALIFORNIA ST UNIV REV 3.204% 11-01-2023BEO TAXABLE | $83,366 | $83,366 |
| CITIGROUP INC 3.2% DUE 10-21-2026 | $88,195 | $88,195 |
| COMCAST CORP NEW 3.15% DUE 03-01-2026 | $83,872 | $83,872 |
| CVS HEALTH CORP 4.1% DUE 03-25-2025 | $53,683 | $53,683 |
| DEERE JOHN CAP 2.8% DUE 03-06-2023 | $66,704 | $66,704 |
| DIAGEO INVT CORP 2.875% DUE 05-11-2022 | $81,617 | $81,617 |
| ENBRIDGE INC 2.9% 07-15-2022 | $25,469 | $25,469 |
| ENERGY NORTHWEST WASH ELEC REV 2.803% 07-01-2021 BEO TAXABLE | $81,134 | $81,134 |
| EXETER TWP PA SCH DIST 2.838% 05-15-2021BEO TAXABLE | $71,044 | $71,044 |
| GENERAL MLS INC 3.7% 10-17-2023 | $52,690 | $52,690 |
| INDIANA BD BK REV 1.887% 02-01-2020 BEO TAXABLE | $105,023 | $105,023 |
| JACKSON TENN HOSP REV 3.761% 04-01-2020 BEO TAXABLE | $65,253 | $65,253 |
| JPMORGAN CHASE & 2.95% DUE 10-01-2026 | $87,601 | $87,601 |
| LOCKHEED MARTIN 3.35 DUE 09-15-2021 | $51,253 | $51,253 |
| MASSACHUSETTS ST WTR RES AUTH 2.223% 08-01-2027 BEO TAXABLE | $117,788 | $117,788 |
| MEDTRONIC INC 3.15% DUE 03-15-2022 | $32,913 | $32,913 |
| MICROSOFT CORP 2.875% DUE 02-06-2024 | $108,954 | $108,954 |
| MORGAN STANLEY 2.75% DUE 05-19-2022 | $52,960 | $52,960 |
| NEW MEXICO ST SEVERANCE TAX 2.35% 07-01-2021 BEO TAXABLE | $80,579 | $80,579 |
| NEW YORK N Y 2.69% 08-01-2028 BEO TAXABLE | $85,182 | $85,182 |
| NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 3.16% 08-01-2025 BEO TAXABLE | $109,621 | $109,621 |
| NEXTERA ENERGY CAP 2.9% DUE 04-01-2022 | $51,031 | $51,031 |
| OHIO ST SPL OBLIG 3.18% 10-01-2021 BEO TAXABLE | $107,317 | $107,317 |
| PNC FINL SVCS 3.5% DUE 01-23-2024 | $52,660 | $52,660 |
| SANOFI S A 3.375% DUE 06-19-2023 | $78,617 | $78,617 |
| SCHLUMBERGER INVT 3.65% DUE 12-01-2023 | $52,911 | $52,911 |
| SHELL INTL FIN B V 2.875% DUE 05-10-2026 | $83,016 | $83,016 |
| SIMON PPTY GROUP FIXED 2% 09-13-2024 | $54,736 | $54,736 |
| STATOIL ASA 2.65% DUE 01-15-2024 | $82,043 | $82,043 |
| TORONTO-DOMINION 2.125% DUE 04-07-2021 | $80,481 | $80,481 |
| TOTAL CAP INTL GTD NT 3.75 DUE 04-10-2024 REG | $37,489 | $37,489 |
| U S BANCORP MEDIUM 2.375% DUE 07-22-2026 | $115,359 | $115,359 |
| UNITEDHEALTH GROUP INC 2.875 DUE 03-15-2022 REG | $81,562 | $81,562 |
| UNIVERSITY CALIF REVS 3.28% 05-15-2027 BEO TAXABLE | $53,087 | $53,087 |
| VERIZON COMMUNICATIONS 5.15 BDS DUE 09-15-2023 USD2000 REG | $55,596 | $55,596 |
| WASHINGTON ST UNIV REVS 3.46% 10-01-2023BEO TAXABLE | $68,523 | $68,523 |
| WASTE MGMT INC DEL FIXED 2.95% 06-15-2024 | $25,810 | $25,810 |
| WESTPAC BKG 2% DUE 08-19-2021 | $80,104 | $80,104 |
| XCEL ENERGY INC 4% DUE 06-15-2028 | $54,961 | $54,961 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (112 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| #REORG AON PLC COM MANDATORY EXCHANGE AON PLC COM 2F1FA83 04-01-2020 | $40,408 | $40,408 |
| 3M CO COM | $239,049 | $239,049 |
| 3M CO COM | $45,516 | $45,516 |
| 5TH 3RD BANCORP COM | $34,921 | $34,921 |
| ADOBE SYS INC COM | $58,706 | $58,706 |
| ADOBE SYS INC COM | $343,002 | $343,002 |
| ADR DANONE SPONSORED ADR | $269,546 | $269,546 |
| ADR NESTLE S A SPONSORED ADR REPSTG REG SH | $392,009 | $392,009 |
| ADR NOKIA CORP SPONSORED ADR | $33,080 | $33,080 |
| ADR NOVARTIS AG | $319,768 | $319,768 |
| ADR NOVO-NORDISK A S ADR | $45,494 | $45,494 |
| ADR ROCHE HLDG LTD SPONSORED ADR ISIN #US771195104 | $272,300 | $272,300 |
| ADR ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG B SHS | $303,268 | $303,268 |
| ADVANCE AUTO PTS INC COM | $32,673 | $32,673 |
| AGILENT TECHNOLOGIES INC COM | $31,991 | $31,991 |
| AIR PROD & CHEM INC COM | $559,981 | $559,981 |
| ALBEMARLE CORP COM | $45,139 | $45,139 |
| ALPHABET INC CAP STK USD0.001 CL C | $157,768 | $157,768 |
| ALPHABET INC CAP STK USD0.001 CL C | $402,443 | $402,443 |
| ALPHABET INC CAPITAL STOCK USD0.001 CL A | $231,714 | $231,714 |
| AMAZON COM INC COM | $578,374 | $578,374 |
| AMERICAN EXPRESS CO | $31,745 | $31,745 |
| AMERICAN WTR WKS CO INC NEW COM | $26,167 | $26,167 |
| AMGEN INC COM | $43,393 | $43,393 |
| ANALOG DEVICES INC COM | $32,324 | $32,324 |
| APPLE INC COM STK | $146,238 | $146,238 |
| APPLE INC COM STK | $421,388 | $421,388 |
| APPLIED MATERIALS INC COM | $39,188 | $39,188 |
| APTARGROUP INC COM | $35,380 | $35,380 |
| AVANGRID INC COM | $32,640 | $32,640 |
| BECTON DICKINSON & CO COM | $370,695 | $370,695 |
| BIOGEN INC COMMON STOCK | $61,126 | $61,126 |
| BOOKING HLDGS INC COM | $363,510 | $363,510 |
| BOOKING HLDGS INC COM | $34,913 | $34,913 |
| BORG WARNER INC COM | $210,436 | $210,436 |
| CARLISLE COMPANIES INC COM | $44,020 | $44,020 |
| CHARTER COMMUNICATIONS INC NEW CL A CL A | $399,706 | $399,706 |
| CHIPOTLE MEXICAN GRILL INC COM STK | $193,372 | $193,372 |
| CIENA CORP COM NEW | $29,456 | $29,456 |
| CISCO SYSTEMS INC | $302,052 | $302,052 |
| CITIGROUP INC COM NEW COM NEW | $82,526 | $82,526 |
| CME GROUP INC COM STK | $27,298 | $27,298 |
| COLGATE-PALMOLIVE CO COM | $27,123 | $27,123 |
| COMCAST CORP NEW-CL A | $236,632 | $236,632 |
| COSTCO WHOLESALE CORP NEW COM | $518,769 | $518,769 |
| CROWN CASTLE INTL CORP NEW COM | $42,361 | $42,361 |
| CUMMINS INC | $40,803 | $40,803 |
| DANAHER CORP COM | $41,440 | $41,440 |
| DOLLAR GEN CORP NEW COM | $326,778 | $326,778 |
| ECOLAB INC COM STK USD1 | $381,155 | $381,155 |
| ECOLAB INC COM STK USD1 | $33,580 | $33,580 |
| EMERSON ELECTRIC CO COM | $48,883 | $48,883 |
| ESTEE LAUDER COMPANIES INC CL A USD0.01 | $45,439 | $45,439 |
| FACEBOOK INC COM USD0.000006 CL 'A' | $429,794 | $429,794 |
| FEDEX CORP COM | $249,043 | $249,043 |
| FIRST SOLAR INC COM | $42,306 | $42,306 |
| HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAP INC COM | $50,394 | $50,394 |
| HOME DEPOT INC COM | $66,824 | $66,824 |
| ILL TOOL WKS INC COM | $320,999 | $320,999 |
| INTUIT COM | $57,887 | $57,887 |
| JOHNSON & JOHNSON COM USD1 | $483,559 | $483,559 |
| JPMORGAN CHASE & CO COM | $611,966 | $611,966 |
| KEYCORP NEW COM | $32,182 | $32,182 |
| KIMBERLY-CLARK CORP COM | $57,771 | $57,771 |
| KS CY SOUTHN | $30,938 | $30,938 |
| MASTERCARD INC CL A | $642,864 | $642,864 |
| MERCK & CO INC NEW COM | $58,390 | $58,390 |
| MICRON TECH INC COM | $47,595 | $47,595 |
| MICROSOFT CORP COM | $214,787 | $214,787 |
| MICROSOFT CORP COM | $613,295 | $613,295 |
| MOHAWK INDS INC COM | $49,097 | $49,097 |
| MONDELEZ INTL INC COM | $50,563 | $50,563 |
| MORGAN STANLEY COM STK USD0.01 | $56,232 | $56,232 |
| NETFLIX INC COM STK | $238,795 | $238,795 |
| NEW YORK TIMES CO CL A ISIN #US6501111073 | $32,685 | $32,685 |
| NIKE INC CL B | $503,308 | $503,308 |
| NORWEGIAN CRUISE LINE HLDGS LTD COM USD0.001 | $244,679 | $244,679 |
| NYES LEDGE CAPITAL OFFSHORE FUND | $5,631,328 | $5,631,328 |
| ORACLE CORP COM | $31,258 | $31,258 |
| PEPSICO INC COM | $30,887 | $30,887 |
| PEPSICO INC COM | $275,800 | $275,800 |
| PNC FINANCIAL SERVICES GROUP COM STK | $47,250 | $47,250 |
| PORTLAND GENERAL ELECTRIC CO COM NEW COMNEW | $44,855 | $44,855 |
| PROGRESSIVE CORP OH COM | $431,444 | $431,444 |
| PVH CORP COM USD1 | $40,378 | $40,378 |
| REGENERON PHARMACEUTICALS INC COM | $47,310 | $47,310 |
| ROPER TECHNOLOGIES , INC | $408,781 | $408,781 |
| ROYAL CARIBBEAN GROUP COM STK | $43,791 | $43,791 |
| S&P GLOBAL INC COM | $458,178 | $458,178 |
| SCHLUMBERGER LTD COM COM | $264,114 | $264,114 |
| T ROWE PRICE GROUP INC | $42,400 | $42,400 |
| TARGET CORP COM STK | $19,232 | $19,232 |
| TEXAS INSTRUMENTS INC COM | $547,927 | $547,927 |
| THERMO FISHER CORP | $445,722 | $445,722 |
| TIFF MULTI-ASSET FUND | $25,023,746 | $25,023,746 |
| TJX COS INC COM NEW | $38,346 | $38,346 |
| TJX COS INC COM NEW | $444,639 | $444,639 |
| UNION PAC CORP COM | $367,908 | $367,908 |
| UNITEDHEALTH GROUP INC COM | $486,537 | $486,537 |
| UNITEDHEALTH GROUP INC COM | $59,384 | $59,384 |
| US BANCORP | $234,729 | $234,729 |
| VERISK ANALYTICS INC COM STK | $362,150 | $362,150 |
| VERIZON COMMUNICATIONS COM | $93,451 | $93,451 |
| VISA INC COM CL A STK | $119,504 | $119,504 |
| WABTEC CORP COM | $36,566 | $36,566 |
| WALT DISNEY CO | $71,736 | $71,736 |
| WATERS CORP COM | $38,319 | $38,319 |
| WATERS CORP COM | $269,866 | $269,866 |
| WELLS FARGO & CO NEW COM STK | $240,863 | $240,863 |
| WEYERHAEUSER CO COM | $44,636 | $44,636 |
| WORKDAY INC CL A COM USD0.001 | $265,916 | $265,916 |
| YUM BRANDS INC COM | $227,650 | $227,650 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,243,967 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,243,967 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (69 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCOLADE PARTNERS VI | FMV | $555,659 | $555,659 |
| ACCOLADE PARTNERS VI | FMV | $178,503 | $178,503 |
| AVANATH AFFORDABLE HOUSING IV | FMV | $81,715 | $81,715 |
| AXIOM ASIA IV | FMV | $1,012,953 | $1,012,953 |
| COMMONFUND CAPITAL PEP IX | FMV | $412,125 | $412,125 |
| COMMONFUND CAPITAL PEP VI | FMV | $148,791 | $148,791 |
| COMMONFUND CAPITAL PEP VII | FMV | $508,782 | $508,782 |
| COMMONFUND CAPITAL PEP VIII | FMV | $410,821 | $410,821 |
| COMMONFUND INTERNATIONAL PARTNERS V | FMV | $546,477 | $546,477 |
| COMMONFUND INTERNATIONAL PARTNERS VI | FMV | $601,236 | $601,236 |
| COMMONFUND INTERNATIONAL PARTNERS VII | FMV | $346,298 | $346,298 |
| COMMONFUND INTERNATIONAL PARTNERS VIII | FMV | $328,901 | $328,901 |
| COMMONFUND NATURAL RESOURCE PARTNERS IX | FMV | $1,248,355 | $1,248,355 |
| COMMONFUND NATURAL RESOURCE PARTNERS VII | FMV | $477,758 | $477,758 |
| COMMONFUND NATURAL RESOURCE PARTNERS VIII | FMV | $204,084 | $204,084 |
| COMMONFUND NATURAL RESOURCE PARTNERS X | FMV | $986,913 | $986,913 |
| COMMONFUND VENTURE PARTNERS IX | FMV | $795,602 | $795,602 |
| COMMONFUND VENTURE PARTNERS VII | FMV | $385,372 | $385,372 |
| COMMONFUND VENTURE PARTNERS VIII | FMV | $1,875,026 | $1,875,026 |
| COMMONFUND VENTURE PARTNERS X | FMV | $798,256 | $798,256 |
| COMMONFUND VENTURE PARTNERS XI | FMV | $1,264,104 | $1,264,104 |
| CROW HOLDINGS VII-A | FMV | $317,908 | $317,908 |
| CROW HOLDINGS VIII | FMV | $764,847 | $764,847 |
| CROW REALTY VI-A | FMV | $335,969 | $335,969 |
| DOUBLE BOTTOM LINE | FMV | $834,376 | $834,376 |
| EMERGING MARKETS GLOBAL FUND | FMV | $2,121,471 | $2,121,471 |
| GENERATION GLOBAL | FMV | $4,764,498 | $4,764,498 |
| GENERATION IM ASIA | FMV | $1,482,155 | $1,482,155 |
| ILLUMEN CAPITAL | FMV | $223,674 | $223,674 |
| KLINE HILL PARTNERS | FMV | $1,050,203 | $1,050,203 |
| KLINE HILL PARTNERS II | FMV | $862,155 | $862,155 |
| MONDRIAN IEF, LP | FMV | $4,694,487 | $4,694,487 |
| OAK HILL STRATEGIC CREDIT FUND | FMV | $435,789 | $435,789 |
| OBVIOUS VENTURES III | FMV | $89,653 | $89,653 |
| OWL VENTURES | FMV | $682,791 | $682,791 |
| OWL VENTURES II | FMV | $800,121 | $800,121 |
| OWNERSHIP CAPITAL GLOBAL EQUITY | FMV | $5,832,398 | $5,832,398 |
| POMONA CAPITAL VI | FMV | $126,690 | $126,690 |
| RRG GLOBAL PARTNERS FUND | FMV | $655,126 | $655,126 |
| TIFF DSF | FMV | $6,236,159 | $6,236,159 |
| TIFF LIMITED PARTNERSHIP III | FMV | $16,077 | $16,077 |
| TIFF LIMITED PARTNERSHIP IV | FMV | $19,829 | $19,829 |
| TIFF PARTNERS V - US | FMV | $168,239 | $168,239 |
| TIFF PEP 2005 | FMV | $336,092 | $336,092 |
| TIFF PEP 2006 | FMV | $191,872 | $191,872 |
| TIFF PEP 2007 | FMV | $619,224 | $619,224 |
| TIFF PEP 2008 | FMV | $386,990 | $386,990 |
| TIFF PEP 2009 | FMV | $87,519 | $87,519 |
| TIFF PEP 2010 | FMV | $347,534 | $347,534 |
| TIFF PEP 2011 | FMV | $298,422 | $298,422 |
| TIFF PEP 2012 | FMV | $423,254 | $423,254 |
| TIFF PEP 2013 | FMV | $860,980 | $860,980 |
| TIFF PEP 2014 | FMV | $860,468 | $860,468 |
| TIFF PEP 2015 | FMV | $1,020,440 | $1,020,440 |
| TIFF PEP 2016 | FMV | $709,844 | $709,844 |
| TIFF PEP 2017 | FMV | $452,201 | $452,201 |
| TIFF R&R 2008 | FMV | $180,933 | $180,933 |
| TIFF R&R 2009 | FMV | $63,570 | $63,570 |
| TIFF REAL ESTATE PARTNERS I | FMV | $69,611 | $69,611 |
| TIFF REAL ESTATE PARTNERS II | FMV | $253,866 | $253,866 |
| TIFF REALTY & RESOURCES IV | FMV | $437,760 | $437,760 |
| TIFF REALTY & RESOURCES LIMITED PARTNERSHIP I | FMV | $14,507 | $14,507 |
| TIFF REALTY & RESOURCES LIMITED PARTNERSHIP II | FMV | $152,771 | $152,771 |
| TIFF REALTY & RESOURCES LIMITED PARTNERSHIP III | FMV | $189,340 | $189,340 |
| TIFF ROF | FMV | $307,609 | $307,609 |
| TIFF SECONDARY PARTNERS | FMV | $114,955 | $114,955 |
| TIFF SPECIAL OPPORTUNITY FUND | FMV | $346,789 | $346,789 |
| TUCKERBROOK GDF FUND | FMV | $343,385 | $343,385 |
| VALUEACT SPRING INTENTIONS | FMV | $3,288,013 | $3,288,013 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| EQUIPMENT | $60,255 | $42,116 | $18,139 |
| FURNITURE | $119,995 | $28,275 | $91,720 |
| LEASEHOLD IMPROVEMENTS | $367,025 | $275,579 | $91,446 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $6,660 | LegalFeesAmt |
| Net Investment Income | $133 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,527 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 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 | $200 | $6,690 | $6,690 |
| PRI-CAPITAL FOR CHANGE | $500,000 | $500,000 | $500,000 |
| OTHER RECEIVABLE - TIFF DSF | $62,991 | $62,991 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN POST-RETIREMENT BENEFIT OBLIGATION | Desc |
| Amt | $32,359 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL FEES | $2,352 | $0 | $0 | $2,352 |
| DUES, FEES, MEMBERSHIPS | $93,619 | $0 | $0 | $93,619 |
| TRAINING BOARD & STAFF | $24,606 | $0 | $0 | $24,606 |
| OFFICE SUPPLIES | $13,135 | $0 | $0 | $13,135 |
| OFFICE | $34,013 | $0 | $0 | $34,013 |
| COMPUTER MAINTENANCE & SUPPLIES | $46,060 | $0 | $0 | $46,060 |
| POSTAGE | $5,642 | $0 | $0 | $5,642 |
| CONVENING | $270,614 | $0 | $0 | $270,614 |
| TELECOMMUNICATIONS | $7,873 | $0 | $0 | $7,873 |
| LIABILITY INSURANCE | $12,404 | $0 | $0 | $12,404 |
| COMMUNICATIONS | $22,527 | $0 | $0 | $22,527 |
| BOARD RETREAT | $1,101 | $0 | $0 | $1,101 |
| ART EXHIBIT - STORIES OF BUILDING COMMUNITY POWER | $88,816 | $0 | $0 | $88,816 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (72 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PTSHP INCOME - CF CAPITAL INTERNATIONAL PARTNERS V LP | $45,787 | $45,787 |
| PTSHP INCOME - CF CAPITAL INTERNATIONAL PARTNERS VI,L.P. | $250,110 | $250,110 |
| PTSHP INCOME - CF CAPITAL INTERNATIONAL PARTNERS VII | $28,691 | $28,691 |
| PTSHP INCOME - CF CAPITAL INTERNATIONAL PARTNERS VIII | $3,188 | $3,188 |
| PTSHP INCOME - CF CAPITAL PRIVATE EQUITY PARTNERS VI LP | $36,998 | $36,998 |
| PTSHP INCOME - CF CAPITAL PRIVATE EQUITY PARTNERS VII | $166,255 | $166,255 |
| PTSHP INCOME - CF CAPITAL PRIVATE EQUITY PARTNERS VIII | $43,677 | $43,677 |
| PTSHP INCOME - CF CAPITAL PRIVATE EQUITY PARTNERS IX | $53,307 | $53,307 |
| PTSHP INCOME - CF CAPITAL VENTURE PARTNERS VII LP | $48,206 | $48,206 |
| PTSHP INCOME - CF CAPITAL VENTURE PARTNERS VIII | $364,255 | $364,255 |
| PTSHP INCOME - CF CAPITAL VENTURE PARTNERS IX | $114,971 | $114,971 |
| PTSHP INCOME - CF CAPITAL VENTURE PARTNERS X | $33,432 | $33,432 |
| PTSHP INCOME - CF CAPITAL VENTURE PARTNERS XI | $20,290 | $20,290 |
| PTSHP INCOME - CF CAPITAL NATURAL RESOURCES PARTNERS VII | $39,837 | $39,837 |
| PTSHP INCOME - CF CAPITAL NATURAL RESOURCES PARTNERS VIII | $812 | $812 |
| PTSHP INCOME - CF CAPITAL NATURAL RESOURCES PARTNERS IX | $79,407 | $79,407 |
| PTSHP INCOME - CF CAPITAL NATURAL RESOURCES PARTNERS X | -$986 | -$986 |
| PTSHP INCOME - TIFF PARTNERS III | $1,231 | $1,231 |
| PTSHP INCOME - TIFF PARTNERS IV | -$142,490 | -$142,490 |
| PTSHP INCOME - TIFF PARTNERS V - US | $10,876 | $10,876 |
| PTSHP INCOME - TIFF REAL & RESOURCE PARTNERS I | -$7,931 | -$7,931 |
| PTSHP INCOME - TIFF REAL & RESOURCE PARTNERS II | $4,501 | $4,501 |
| PTSHP INCOME - TIFF REAL & RESOURCE PARTNERS III | -$6,761 | -$6,761 |
| PTSHP INCOME - TIFF REAL & RESOURCE PARTNERS IV | -$2,237 | -$2,237 |
| PTSHP INCOME - TIFF REAL ESTATE I | -$15,199 | -$15,199 |
| PTSHP INCOME - TIFF REAL ESTATE II | -$27,848 | -$27,848 |
| PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2005 | $252,623 | $252,623 |
| PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2006 | $50,023 | $50,023 |
| PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2007 | $20,598 | $20,598 |
| PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2008 | $368,385 | $368,385 |
| PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2009 | $2,966 | $2,966 |
| PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2010 | $67,594 | $67,594 |
| PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2011 | $27,175 | $27,175 |
| PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2012 | $51,665 | $51,665 |
| PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2013 | $63,130 | $63,130 |
| PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2014 | $90,723 | $90,723 |
| PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2015 | -$16,767 | -$16,767 |
| PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2016 | -$21,049 | -$21,049 |
| PTSHP INCOME - TIFF PRIVATE EQUITY PARTNERS 2017 | -$29,246 | -$29,246 |
| PTSHP INCOME - TIFF REALTY AND RESOURCES 2008 | $2,044 | $2,044 |
| PTSHP INCOME - TIFF REALTY AND RESOURCES 2009 | $17,263 | $17,263 |
| PTSHP INCOME - TIFF SECONDARY PARTNERS II | -$9,028 | -$9,028 |
| PTSHP INCOME - TIFF SPECIAL OPPORTUNITY FUND | $48,418 | $48,418 |
| PTSHP INCOME - TIFF REALTY OPPORTUNITY FUND | $59,089 | $59,089 |
| PTSHP INCOME - CROW HOLDINGS, VI | $17,364 | $17,364 |
| PTSHP INCOME - CROW HOLDINGS, VII | $23,973 | $23,973 |
| PTSHP INCOME - CROW HOLDINGS, VIII | -$13,683 | -$13,683 |
| PTSHP INCOME - TUCKERBROOK | -$3,895 | -$3,895 |
| PTSHP INCOME - POMONA | $27,961 | $27,961 |
| PTSHP INCOME - OAK HILL STRATEGIC CREDIT FUND | $23,183 | $23,183 |
| PTSHP INCOME - KLINE HILL I | $66,714 | $66,714 |
| PTSHP INCOME - KLINE HILL II | -$7,127 | -$7,127 |
| PTSHP INCOME - ACCOLADE VI | -$798 | -$798 |
| PTSHP INCOME - ACCOLADE VII | -$6 | -$6 |
| PTSHP INCOME - AVANATH | -$16,112 | -$16,112 |
| PTSHP INCOME - AXIOM ASIA IV | -$22,050 | -$22,050 |
| PTSHP INCOME - DBL PARTNERS | -$25,843 | -$25,843 |
| PTSHP INCOME - GENERATION GLOBAL | $362,889 | $362,889 |
| PTSHP INCOME - GENERATION IM ASIA | $56,111 | $56,111 |
| PTSHP INCOME - ILLUMEN CAPITAL | -$43,868 | -$43,868 |
| PTSHP INCOME - OBVIOUS VENTURES III | -$12,364 | -$12,364 |
| PTSHP INCOME - OWL VENTURES | -$11,593 | -$11,593 |
| PTSHP INCOME - OWL VENTURES II | $14,233 | $14,233 |
| PTSHP INCOME - OWNERSHIP CAPITAL GLOBAL EQUITY | $78,775 | $78,775 |
| PTSHP INCOME - RRG GLOBAL PARTNERS FUND | $126,086 | $126,086 |
| PTSHP INCOME - MONDRIAN | $193,009 | $193,009 |
| PTSHP INCOME - NYES LEDGE | $382,561 | $382,561 |
| PTSHP INCOME - EMGF | $367,278 | $367,278 |
| PTSHP INCOME - TIFF AARP | $487,935 | $487,935 |
| LITIGATION SETTLEMENT | -$91 | -$91 |
| UNRELATED BUSINESS TAXABLE LOSS | $16,557 | |
| PARTNERSHIP INCOME | $5,300 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED APPRECIATION | Desc |
| Amt | $9,907,897 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POST-RETIREMENT BENEFIT OBLIGATION | Desc |
| BOY Book Value | $514,632 | BOYBookValueAmt |
| EOY Book Value | $546,991 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT | $225,983 | $225,983 | $0 | $0 |
| OTHER PROFESSIONALS | $8,269 | $0 | $0 | $8,269 |
| PROGRAM CONSULTANTS | $482,388 | $0 | $0 | $482,388 |
| INVESTMENT MANAGEMENT FEES - PASS-THROUGH | $90,131 | $90,131 | $0 | $0 |
| CAPACITY BUILDING | $10,411 | $0 | $0 | $10,411 |
| WEBSITE DEVELOPMENT | $13,563 | $0 | $0 | $13,563 |
| HONORARIUMS | $312 | $0 | $0 | $312 |
| TECHNICAL ASSISTANCE | $34,089 | $0 | $0 | $34,089 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NYS CHARITABLE FILING FEE | $1,500 | $0 | $0 | $1,500 |
| EXCISE TAX | $125,500 | $0 | $0 | $0 |
| OTHER TAXES - UBIT AND FOREIGN | $14,921 | $0 | $0 | $0 |