JEWISH FOUNDATION OF GREATER NEW HAVEN INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FOUNDATION OF GREATER NEW HAVEN INC (EIN 45-2403156)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202503169349306945
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T15:34:21-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BRADLEY ROAD BUILDING 600 | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06525 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452403156 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH FOUNDATION OF GREATER NEW | BusinessNameLine1Txt |
| Business Name Line2 | HAVEN INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 2033872424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 AMITY ROAD | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06525 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA A STANGER | PersonNm |
| Person Title | PRINCIPAL OFFICER | PersonTitleTxt |
| Phone | 2033872424 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY A TEPLITZKY | PreparerPersonNm |
| PTIN | P00275166 | PTIN |
| Phone | 2033870852 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LISA A STANGER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 AMITY ROAD | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06525 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,270,259 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NEWHAVENJEWISHFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | THE JEWISH FOUNDATION OF GREATER NEW HAVEN, INC. PROMOTES PHILANTHROPY WITH A VARIETY OF DONORS AND COMMUNITY ORGANIZATIONS TO ACHIEVE CHARITABLE GOALS AND INCREASE CURRENT AND FUTURE SUPPORT FOR A VIBRANT AND SECURE JEWISH COMMUNITY. WE DO SO BY PROVIDING EXPERT ENDOWMENT MANAGEMENT SERVICES AND PHILANTHROPIC ADVICE AND EDUCATION TO DONORS, PROFESSIONAL ADVISORS, AND ORGANIZATIONS. THE JEWISH FOUNDATION IS A SUPPORTING ORGANIZATION OF THE JEWISH FEDERATION OF GREATER NEW HAVEN, PARTNERING WITH THE FEDERATION TO ENRICH JEWISH LIFE, SUPPORT ISRAEL, AND HELP ALL PEOPLE IN NEED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $154,827 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $153,271 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,306,847 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,172,016 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $166,814 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $125,183 | CYProgramServiceRevenueAmt |
| PY Investment Income | $899,529 | PYInvestmentIncomeAmt |
| CY Investment Income | $897,945 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,373,190 | PYTotalRevenueAmt |
| CY Total Revenue | $9,195,144 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,504,497 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,955,018 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $549,972 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $611,646 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $221,111 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $524,255 | PYOtherExpensesAmt |
| CY Other Expenses | $501,648 | CYOtherExpensesAmt |
| PY Total Expenses | $4,578,724 | PYTotalExpensesAmt |
| CY Total Expenses | $5,068,312 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,205,534 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,126,832 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $73,777,823 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,981,884 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,314,627 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,050,525 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $58,463,196 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $66,931,359 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE JEWISH FOUNDATION OF GREATER NEW HAVEN'S MISSION IS TO SOLICIT AND PROPERLY MANAGE CURRENT AND NEW CHARITABLE ENDOWMENTS AND PLANNED GIFTS FOR ORGANIZATIONS IN GREATER NEW HAVEN SO THAT THERE WILL BE PERMANENT AND ONGOING FUNDING FOR THE JEWISH FEDERATION OF GREATER NEW HAVEN, JEWISH EDUCATION, SYNAGOGUES, THE JEWISH ELDERLY AND CAMPING AND DAY SCHOOLS, AND THOSE IN NEED FOR CURRENT AND FUTURE GENERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,079,199 | ExpenseAmt |
| Grant | $3,955,018 | GrantAmt |
| Revenue | $125,183 | RevenueAmt |
| Desc | THE JEWISH FOUNDATION WORKS WITH AREA JEWISH AGENCIES, THE JEWISH FEDERATION, AND AREA SYNAGOGUES TO SOLICIT NEW CHARITABLE ENDOWMENTS, MANAGE AND DISTRIBUTE FROM CURRENT ENDOWMENTS, AND STEWARD DONORS. THE FOUNDATION ALSO LEADS LOCAL PROJECTS AND INITIATIVES INCLUDING THE CREATE A JEWISH LEGACY INITIATIVE, WOMEN OF VISION SOCIETY, BUILD A TZEDAKAH, AND THE JEWISH SCHOLARSHIP INITIATIVE. IN ADDITION,THE JEWISH FOUNDATION MANAGES AND DEPLOYS SECURITY GRANTS FOR AREA JEWISH ORGANIZATIONS AND SYNAGOGUES, AS WELL AS THE GRANTS FOR THE JEWISH ELDERLY AND WOMEN OF VISION SOCIETY INITIATIVES. | Desc |
| Total Program Service Expenses | $4,079,199 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA STANGER ESQ | PersonNm |
| Phone | 2033872424 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 AMITY ROAD | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06525 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ERIC GREEN | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SUZANNE FRISCH | ||||||
| VICE-CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ERIC HANDLIN | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BETSY HOOS | ||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY HOOS | ||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN SALTZMAN | ||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK SKLARZ | ||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE FLEISCHMAN | ||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT HURWITZ | ||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NAN BIRDWHISTELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MAX CASE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA CAPLAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY COHEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSH ERLANGER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC GRUBMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID HASS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NORMAN KAPLAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACKIE KORAL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SARA NULAND | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARC OLINS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL PRICE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RABBI BENJAMIN SCOLNIC | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEWIS SHAFFER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG SKLAR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA RANDELL | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NORM RAVSKI | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID TRACHTEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LESLIE ZACKIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LISA STANGER ESQ | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $167,689 | $0 | $452 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $167,689 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $452 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCS FINANCIAL | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 888 BOYLSTON STREET SUITE 1010 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02199 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MANAGEMENT | ServicesDesc |
| Compensation | $277,181 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $8,172,016 | AllOtherContributionsAmt |
| Noncash Contributions | $4,081,126 | NoncashContributionsAmt |
| Total Contributions | $8,172,016 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATION FEE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $125,183 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $125,183 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $125,183 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $514,773 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $154,827 | UnrelatedBusinessRevenueAmt |
| Exclusion | $359,946 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,458,287 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,075,115 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $383,172 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $383,172 | TotalRevenueColumnAmt |
| Exclusion | $383,172 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,195,144 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $125,183 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $154,827 | UnrelatedBusinessRevenueAmt |
| Exclusion | $743,118 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,955,018 | TotalAmt |
| Program Services | $3,955,018 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,141 | TotalAmt |
| Program Services | $8,407 | ProgramServicesAmt |
| Management And General | $110,973 | ManagementAndGeneralAmt |
| Fundraising | $48,761 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $371,751 | TotalAmt |
| Program Services | $20,592 | ProgramServicesAmt |
| Management And General | $242,837 | ManagementAndGeneralAmt |
| Fundraising | $108,322 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,005 | TotalAmt |
| Program Services | $56 | ProgramServicesAmt |
| Management And General | $656 | ManagementAndGeneralAmt |
| Fundraising | $293 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,519 | TotalAmt |
| Program Services | $1,532 | ProgramServicesAmt |
| Management And General | $18,689 | ManagementAndGeneralAmt |
| Fundraising | $8,298 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,230 | TotalAmt |
| Program Services | $2,268 | ProgramServicesAmt |
| Management And General | $27,675 | ManagementAndGeneralAmt |
| Fundraising | $12,287 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,750 | TotalAmt |
| Management And General | $26,750 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,045 | TotalAmt |
| Management And General | $222,045 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,849 | TotalAmt |
| Program Services | $1,380 | ProgramServicesAmt |
| Management And General | $32,149 | ManagementAndGeneralAmt |
| Fundraising | $34,320 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,223 | TotalAmt |
| Program Services | $494 | ProgramServicesAmt |
| Management And General | $30,349 | ManagementAndGeneralAmt |
| Fundraising | $7,380 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,268 | TotalAmt |
| Program Services | $5,951 | ProgramServicesAmt |
| Management And General | $50,317 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,315 | TotalAmt |
| Program Services | $21,565 | ProgramServicesAmt |
| Management And General | $3,300 | ManagementAndGeneralAmt |
| Fundraising | $1,450 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,279 | TotalAmt |
| Program Services | $1,279 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,165 | TotalAmt |
| Program Services | $4,165 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,262 | TotalAmt |
| Management And General | $2,262 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| DUES AND SUBSCRIPTIONS | $35,126 | $35,126 |
| FOOD | $14,956 | $14,956 |
| SPEAKERS, TEACHERS & TA | $5,115 | $5,115 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,295 | TotalAmt |
| Program Services | $1,295 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,068,312 | TotalAmt |
| Program Services | $4,079,199 | ProgramServicesAmt |
| Management And General | $768,002 | ManagementAndGeneralAmt |
| Fundraising | $221,111 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,887 | BOYAmt |
| EOY | $128,581 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,805 | BOYAmt |
| EOY | $45,000 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,358,753 | BOYAmt |
| EOY | $1,358,753 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,196 | BOYAmt |
| EOY | $30,358 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $34,209 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,884 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,587 | BOYAmt |
| EOY | $8,325 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,750,739 | BOYAmt |
| EOY | $36,140,235 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,251,414 | BOYAmt |
| EOY | $43,972,913 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,000 | BOYAmt |
| EOY | $20,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,442 | BOYAmt |
| EOY | $277,719 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,777,823 | BOYAmt |
| EOY | $81,981,884 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,240 | BOYAmt |
| EOY | $63,807 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,734,484 | BOYAmt |
| EOY | $14,839,769 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $457,903 | BOYAmt |
| EOY | $146,949 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,314,627 | BOYAmt |
| EOY | $15,050,525 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,571,651 | BOYAmt |
| EOY | $8,051,612 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,891,545 | BOYAmt |
| EOY | $58,879,747 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,463,196 | BOYAmt |
| EOY | $66,931,359 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,777,823 | BOYAmt |
| EOY | $81,981,884 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,126,832 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,341,331 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEWISH FEDERATION OF GREATER NEW HAVEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060647025 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $597,324 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $597,324 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, SECTION A, LINE 6: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION MAKES CHARITABLE DISTRIBUTIONS TO TAX-EXEMPT ORGANIZATIONS OTHER THAN THE JEWISH FEDERATION, ITS SUPPORTED ORGANIZATION. CHARITABLE DISTRIBUTIONS ARE MADE TO TAX-EXEMPT ORGANIZATIONS WHICH HAVE BEEN DESIGNATED AS BENFICIARIES OF RESTRICTEDENDOWMENT FUNDS, BASED ON DONOR DESIGNATION. THESE DISTRIBUTIONS ARE BASED ON FOUNDATION SPENDING POLICY. IN ADDITION, THE FOUNDATION MAKES CHARITABLE DISTRIBUTIONS TO TAX-EXEMPT ORGANIZATIONS BASED ON THE RECOMMENDATIONS OF DONOR ADVISORS OF DONOR ADVISED FUNDS. THESE DISTRIBUTIONS MUST COMPLY WITH FOUNDATION DONOR ADVISED FUND PROCEDURES WHICH CAREFULLY VET THE ORGANIZATION AND THE RECOMMENDED DISTRIBUTIONS AS REQUIRED UNDER THE PENSION AND PROTECTION ACT OF 2006. IN ADDITION, GRANTS TO LOCAL JEWISH SYNAGOGUES AND TAX EXEMPT ORGANIZATIONS CAN BE MADE FROM THE FOUNDATION'S UNRESTRICTED FUND FOLLOWING A FORMAL GRANTS PROCESS AND AS APPROVED TY THE GRANTS COMMITTEE. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 257 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 14 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $2,486,783 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $35,520 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $1,776,822 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $139,925 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $11,096,381 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $889,722 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,972,869 | BeginningYearBalanceAmt |
| Contributions | $3,812,709 | ContributionsAmt |
| Investment Earnings Or Losses | $3,642,667 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,858,109 | GrantsOrScholarshipsAmt |
| Other Expenditures | $128,984 | OtherExpendituresAmt |
| Administrative Expenses | $373,245 | AdministrativeExpensesAmt |
| End Year Balance | $55,067,907 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,933,456 | BeginningYearBalanceAmt |
| Contributions | $1,325,818 | ContributionsAmt |
| Investment Earnings Or Losses | $3,043,634 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,825,736 | GrantsOrScholarshipsAmt |
| Other Expenditures | $24,000 | OtherExpendituresAmt |
| Administrative Expenses | $480,303 | AdministrativeExpensesAmt |
| End Year Balance | $49,972,869 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,182,154 | BeginningYearBalanceAmt |
| Contributions | $1,359,037 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,999,955 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,079,959 | GrantsOrScholarshipsAmt |
| Other Expenditures | $24,000 | OtherExpendituresAmt |
| Administrative Expenses | $503,821 | AdministrativeExpensesAmt |
| End Year Balance | $47,933,456 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,921,721 | BeginningYearBalanceAmt |
| Contributions | $1,174,329 | ContributionsAmt |
| Investment Earnings Or Losses | $9,955,905 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,400,494 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $469,308 | AdministrativeExpensesAmt |
| End Year Balance | $53,182,154 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,260,636 | BeginningYearBalanceAmt |
| Contributions | $235,362 | ContributionsAmt |
| Investment Earnings Or Losses | $5,015,687 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,180,153 | GrantsOrScholarshipsAmt |
| Other Expenditures | $18,017 | OtherExpendituresAmt |
| Administrative Expenses | $391,794 | AdministrativeExpensesAmt |
| End Year Balance | $43,921,721 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00740 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.77110 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.22150 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,209 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,884 | DepreciationAmt |
| Book Value | $8,325 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $8,325 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LIMITED PARTNERSHIPS | $25,087,831 | F |
| HEDGE FUNDS | $12,329,312 | F |
| CREDIT SECURITIES | $5,605,951 | F |
| PRIVATE REAL ASSETS | $949,819 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $43,972,913 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIABILITIES UNDER SPLIT INTEREST AGREEMENTS | Desc |
| Amt | $146,949 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $146,949 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,314,430 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,341,331 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $4,341,331 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,973,099 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $222,045 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $222,045 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,195,144 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,846,267 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,846,267 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $222,045 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $222,045 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,068,312 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INDIVIDUAL CHARITABLE FUNDS OF THE FOUNDATION ARE ADMINISTERED IN ACCORDANCE WITH THE TERMS OF THE GIFT INSTRUMENTS CREATING THEM AND ACCORDING TO THE PROCEDURES FOR THE OPERATION OF ENDOWMENT FUNDS WHICH WAS ADOPTED BY THE JEWISH FOUNDATION. UNRESTRICTED COMMUNITY FUNDS ARE USED TO OPERATE THE JEWISH FOUNDATION AND ARE ALSO ALLOCATED, BY THE JEWISH FOUNDATION'S PLANNING AND ALLOCATIONS COMMITTEE, TO EDUCATIONAL, RELIGIOUS AND SOCIAL SERVICE JEWISH AGENCIES AND ORGANIZATIONS IN GREATER NEW HAVEN. GRANTS FROM DONOR ADVISED FUNDS (WHICH CAN ONLY BE MADE TO 501(C)3 PUBLIC CHARITIES THAT ARE NOT SUPPORTING OR PRIVATE FOUNDATIONS THEMSELVES) ARE MADE UPON THE RECOMMENDATION OF DONORS AND MUST BE VETTED AND APPROVED BY THE JEWISH FOUNDATION FOLLOWING THE PROCEDURES FOR OPERATION OF DONOR ADVISED FUNDS WHICH WERE ADOPTED BY THE JEWISH FOUNDATION OF GREATER NEW HAVEN. TWICE EACH YEAR THE FOUNDATION DISTRIBUTES A LIST OF SELECTED FUNDING REQUESTS TO FUND ADVISORS OF DONOR ADVISED FUNDS THAT INCLUDES A BROAD RANGE OF CHARITABLE PROJECTS. DISTRIBUTIONS FROM DESIGNATED FUNDS ARE MADE TO CARRY OUT THE CHARITABLE INTENTIONS EXPRESSED BY THE DONORS AT THE TIME THE GIFTS WERE MADE. |
| PART X, LINE 2: | THE FOUNDATION IS A NON-FOR-PROFIT ORGANIZATION EXMPT FROM TAXATION UNDER INTERNAL REVNEUE CODE SECTION 501(C)(3) AND IS NOT CONSIDERED A PRIVATE FOUNDATION. THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 ANNUALLY. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS. GENERALLY, INCOME TAX RETURNS RELATED TO THE LAST THREE YEARS REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. |
| SCHEDULE D, PART X | CHARITABLE GIFT ANNUITIES AND CHARITABLE REMAINDER TRUSTS PROGRAMS. REFUNDABLE ADVANCES: AS PART OF OUR AGENCY AND SYNAGOGUES ENDOWMENT PROGRAM, THE FOUNDATION HOLDS, ADMINISTERS AND MANAGES CERTAIN CHARITABLE ENDOWMENT FUNDS ESTABLISHED AND OWNED BY BENEFICIARY AGENCIES OF THE FOUNDATION AND LOCAL SYNAGOGUES AND JEWISH ORGANIZATIONS AS PART OF A COMMINGLED INVESTMENT POOL. THESE FUNDS ARE TREATED AS ASSETS AND LIABILITIES ON THE BOOKS OF THE FOUNDATION. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $37,749,658 |
| EUROPE | 0 | 0 | INVESTMENTS | $1,031,943 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $38,781,601 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $38,781,601 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (54 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ACOG FOUNDATION | ||||||||
| PO BOX 96920 | WASHINGTON | DC | 20024 | 362217981 | 501(C)(3) | $10,000 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| AMERICAN FRIENDS OF JORDAN RIVER VILLAGE FOUNDATION | ||||||||
| 244 MADISON AVENUE SUITE 482 | NEW YORK | NY | 10016 | 364558884 | 501(C)(3) | $5,480 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| AMERICAN FRIENDS OF LEKET ISRAEL INC | ||||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | 208202424 | 501(C)(3) | $10,500 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||
| 20 WEST 36 STREET | NEW YORK | NY | 10018 | 131790719 | 501(C)(3) | $10,002 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| AMERICAN JEWISH COMMITTEE | ||||||||
| PO BOX 7247 | PHILADELPHIA | PA | 19170 | 135563393 | 501(C)(3) | $5,050 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| AMERICAN THEATER WING | ||||||||
| 230 WEST 41ST STREET SUITE 1101 | NEW YORK | NY | 10036 | 131893906 | 501(C)(3) | $7,500 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| AMERICARES FOUNDATION INC | ||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | 061008595 | 501(C)(3) | $25,000 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| ANTI-DEFAMATION LEAGUE OF CONNECTICUT | ||||||||
| 1952 WHITNEY AVENUE 3RD FLOOR | HAMDEN | CT | 06517 | 131818723 | 501(C)(3) | $77,072 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| BBYO INTERNATIONAL OFFICE | ||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | 311794932 | 501(C)(3) | $7,036 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| BREAKTHROUGH T1D | ||||||||
| PO BOX 5021 | HAGERSTOWN | MD | 21740 | 231907729 | 501(C)(3) | $40,680 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| BRIDGEPORT RESCUE MISSION INC | ||||||||
| PO BOX 9057 | BRIDGEPORT | CT | 06601 | 061362705 | 501(C)(3) | $16,000 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| CAMP GAN ISRAEL OF GREATER NEW HAVEN INC | ||||||||
| 261 DERBY AVENUE | ORANGE | CT | 06477 | 061077439 | 501(C)(3) | $10,500 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| CAMP LAURELWOOD | ||||||||
| 463 SUMMER HILL ROAD | MADISON | CT | 06443 | 060693092 | 501(C)(3) | $6,336 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| CHABAD AT YALE | ||||||||
| 36 LYNWOOD PLACE | NEW HAVEN | CT | 06511 | 201380601 | 501(C)(3) | $12,376 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| CHABAD-LUBAVITCH OF THE SHORELINE | ||||||||
| 800 VILLAGE WALK SUITE 327 | GUILFORD | CT | 06437 | 061589865 | 501(C)(3) | $12,100 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| CHABAD OF HAMDEN | ||||||||
| 2514 WHITNEY AVENUE | HAMDEN | CT | 06518 | 061465691 | 501(C)(3) | $13,000 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| CHABAD OF ORANGEWOODBRIDGE | ||||||||
| 261 DERBY AVENUE | ORANGE | CT | 06477 | 060764273 | 501(C)(3) | $10,000 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| CONGREGATION BETH EL-KESER ISRAEL | ||||||||
| 85 HARRISON STREET | NEW HAVEN | CT | 06515 | 060672063 | 501(C)(3) | $77,120 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| CONGREGATION BETH ISRAEL WALLINGFORD | ||||||||
| PO BOX 536 | WALLINGFORD | CT | 06492 | 364671902 | 501(C)(3) | $10,000 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| CONGREGATION BETH SHALOM RODFE ZEDEK | ||||||||
| 55 EAST KINGS HIGHWAY | CHESTER | CT | 06412 | 061556241 | 501(C)(3) | $13,000 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| CONGREGATION B'NAI JACOB | ||||||||
| 75 RIMMON ROAD | WOODBRIDGE | CT | 06525 | 060646580 | 501(C)(3) | $40,344 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| CONGREGATION MISHKAN ISRAEL | ||||||||
| 785 RIDGE ROAD | HAMDEN | CT | 06517 | 060646198 | 501(C)(3) | $27,934 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| CONNECTICUT PUBLIC BROADCASTING | ||||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 061052432 | 060758938 | 501(C)(3) | $5,300 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| CORNELL UNIVERSITY | ||||||||
| 377 PINE TREE ROAD | ITHACA | NY | 14850 | 150532082 | 501(C)(3) | $7,500 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| EZRA ACADEMY | ||||||||
| 75 RIMMON ROAD | WOODBRIDGE | CT | 06525 | 060835136 | 501(C)(3) | $38,058 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| FEDERATION FOR JEWISH PHILANTHROPY OF UPPER FAIRFIELD COUNTY | ||||||||
| 4200 PARK AVENUE | BRIDGEPORT | CT | 06604 | 060994563 | 501(C)(3) | $39,600 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| FRIENDS OF UNITED HATZALAH INC | ||||||||
| 442 5TH AVENUE | NEW YORK | NY | 10018 | 113533002 | 501(C)(3) | $18,000 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| GOODSPEED OPERA HOUSE FOUNDATION | ||||||||
| PO BOX A | EAST HADDAM | CT | 06423 | 131969314 | 501(C)(3) | $7,500 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| GREATER MIAMI JEWISH FEDERATION | ||||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | 590624404 | 501(C)(3) | $10,000 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| JEWISH FEDERATION OF GREATER NEW HAVEN | ||||||||
| 360 AMITY ROAD | WOODBRIDGE | CT | 06525 | 060647025 | 501(C)(3) | $543,734 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND & GRANTS FROM UNRESTRICTED FUNDS |
| JEWISH ISRAELI CENTER NEW HAVEN INC | ||||||||
| PO BOX 2963 | NEW HAVEN | CT | 06515 | 821089705 | 501(C)(3) | $10,000 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| JOSEPH SLIFKA CENTER FOR JEWISH LIFE AT YALE | ||||||||
| 80 WALL STREET | NEW HAVEN | CT | 06511 | 061257354 | 501(C)(3) | $51,387 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| NEIGHBORHOOD STUDIOS OF FAIRFIELD COUNTY | ||||||||
| 391 EAST WASHINGTON AVENUE | BRIDGEPORT | CT | 06608 | 060993269 | 501(C)(3) | $20,100 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| NEW HAVEN LEGAL ASSISTANCE ASSOCIATION INC | ||||||||
| 205 ORANGE STREET | NEW HAVEN | CT | 06510 | 060793269 | 501(C)(3) | $5,500 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| NEW HAVEN SYMPHONY ORCHESTRA INC | ||||||||
| 4 HAMILTON STREET | NEW HAVEN | CT | 06511 | 066000592 | 501(C)(3) | $5,100 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| NORTHWEST CONSERVATION DISTRICT INC | ||||||||
| 1185 NEW LITCHFIELD STREET | TORRINGTON | CT | 06790 | 060869263 | 501(C)(3) | $56,500 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| OPERATION HOPE OF FAIRFIELD INC | ||||||||
| 636 OLD POST ROAD | FAIRFIELD | CT | 06824 | 061193489 | 501(C)(3) | $10,150 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| ORCHARD STREET SHUL | ||||||||
| 232 ORCHARD STREET | NEW HAVEN | CT | 06511 | 060674163 | 501(C)(3) | $6,058 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| SEMESTER AT SEA | ||||||||
| 2243 CENTRAL AVENUE | FORT COLLINS | CO | 80526 | 953075415 | 501(C)(3) | $6,500 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| SHABTAI INC | ||||||||
| 442 ORANGE STREET | NEW HAVEN | CT | 06511 | 061516674 | 501(C)(3) | $11,180 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| SOUTHERN CONNECTICUT HEBREW ACADEMY | ||||||||
| 261 DERBY AVENUE | ORANGE | CT | 06477 | 060764273 | 501(C)(3) | $38,150 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| TEMPLE BETH DAVID OF CHESHIRE | ||||||||
| 3 MAIN STREET | CHESHIRE | CT | 06410 | 237002044 | 501(C)(3) | $13,220 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| TEMPLE BETH SHOLOM | ||||||||
| 1809 WHITNEY AVENUE | HAMDEN | CT | 06517 | 060760541 | 501(C)(3) | $10,000 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| TEMPLE BETH TIKVAH | ||||||||
| 196 DURHAM ROAD | MADISON | CT | 06443 | 237192064 | 501(C)(3) | $10,000 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| TEMPLE EMANUEL | ||||||||
| 150 DERBY AVENUE | ORANGE | CT | 06477 | 060926072 | 501(C)(3) | $38,730 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| THE HEBREW CONGREGATION OF WOODMONT | ||||||||
| 15 EDGEFIELD AVENUE | MILFORS | CT | 06460 | 222484704 | 501(C)(3) | $13,352 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| THE ISLAND GROWN INITIATIVE LTD | ||||||||
| PO BOX 622 VINEYARD | HAVEN | ME | 02568 | 205773892 | 501(C)(3) | $31,000 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| THE JEWISH FAMILY SERVICE OF GREATER NEW HAVEN INC | ||||||||
| 1440 WHALLEY AVENUE | NEW HAVEN | CT | 06515 | 060646692 | 501(C)(3) | $47,424 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| THE NEW ISRAEL FUND | ||||||||
| 6 EAST 39TH STREET | NEW YORK | NY | 100160108 | 942607722 | 501(C)(3) | $21,900 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| THE WESTVILLE SYNAGOGUE | ||||||||
| 74 WEST PROSPECT STREET | NEW HAVEN | CT | 06515 | 060760064 | 501(C)(3) | $18,806 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| TOWERS FOUNDATION INC | ||||||||
| 18 TOWER LANE | NEW HAVEN | CT | 06519 | 061331831 | 501(C)(3) | $50,645 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| YALE NEW HAVEN HOSPITAL | ||||||||
| OFFICE OF DEVELOPMENT | NEW HAVEN | CT | 06508 | 060646652 | 501(C)(3) | $7,100 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| YALE SCHOOL OF MEDICINE | ||||||||
| PO BOX 208063 | NEW HAVEN | CT | 06520 | 060646973 | 501(C)(3) | $30,700 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| YOUNG ISRAEL OF BAL HARBOUR | ||||||||
| 9580 ABBOTT AVENUE | MIAMI BEACH | FL | 33154 | 650905878 | 501(C)(3) | $14,036 | $0 | CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 54 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION BOARD APPROVES DISTRIBUTIONS FROM DONOR ADVISED FUNDS AS RECOMMENDED BY DONOR ADVISORS. ALL GRANTS MUST BE FOR CHARITABLE PURPOSES AND TO A 501(C)3 US PUBLIC CHARITY. FOUNDATION STAFF REVIEWS ALL DISTRIBUTIONS AND FOLLOWS UP IN WRITING WITH RECIPIENT ORGANIZATIONS TO CONFIRM USE OF FUNDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA STANGER ESQ | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $167,689 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $452 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $168,141 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 24 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,081,126 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE FOUNDATION HAS A MEMBER, THE JEWISH FEDERATION OF GREATER NEW HAVEN. THE JEWISH FEDERATION OF GREATER NEW HAVEN APPOINTS 60% OF THE FOUNDATION BOARD MEMBERS, AND CERTAIN GOVERNANCE DECISION ARE SUBJECT TO THE FEDERATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | BOARD MEMBERS OF THE JEWISH FOUNDATION OF GREATER NEW HAVEN CAN ELECT OTHER BOARD MEMBERS OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | CERTAIN GOVERNANCE DECISIONS ARE SUBJECT TO THE JEWISH FEDERATION OF GREATER NEW HAVEN. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE OF THE JEWISH FOUNDATION OF GREATER NEW HAVEN AND PRESENTED TO THE BOARD FOR APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH BOARD MEMBER AND EACH COMMITTEE MEMBER FILLS OUT A FORM AT THE BEGINNING OF EACH YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CHAIR AND OTHER OFFICERS OF THE JEWISH FOUNDATION REVIEW THE DIRECTOR'S PERFORMANCE ON AN ANNUAL BASIS. A SALARY ANALYSIS AND COMPARISON OF THE DIRECTOR'S POSITION AND SALARY WAS PERFORMED BY AN OUTSIDE INDEPENDENT CONSULTANT. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEWISH FEDERATION OF GREATER NEW HAVEN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 360 AMITY ROAD | AddressLine1Txt |
| City | WOODBRIDGE | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06525 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060647025 | EIN |
| Primary Activities | PLANNING PROGRAMMING AND FUNDRAISING FOR THE JEWISH COMMUNITY OF SOUTHERN CT | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEWISH FEDERATION OF GREATER NEW HAVEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $597,324 | InvolvedAmt |
| Method Of Amount Determination | CASH BALANCE | MethodOfAmountDeterminationTxt |