CONNECTICUT HEALTH FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CONNECTICUT HEALTH FOUNDATION INC (EIN 06-1057387)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202533169349100618
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2025-11-12T08:11:16-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 HIGHLAND POINTE DR SUITE 300 | AddressLine1Txt |
| City | ROSEVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95678 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061057387 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONNECTICUT HEALTH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONN | BusinessNameControlTxt |
| Phone | 8607241580 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PEARL STREET | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TODD THOMAS | PersonNm |
| Person Title | VP FINANCE AND OPERATIONS | PersonTitleTxt |
| Phone | 8607241580 | PhoneNum |
| Signature | 2025-11-03 | 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 | JENNA BERTUCCELLI | PreparerPersonNm |
| PTIN | P01534744 | PTIN |
| Phone | 9167847800 | PhoneNum |
| Preparation | 2025-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $122,460,712 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $55,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $739,279 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,086,562 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,093,507 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $70,258,737 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,355,409 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $355 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $346,474 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,888,141 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,788,445 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $842,712 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $136,181 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $706,531 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $955,649 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $25,046 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $930,603 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $471,905 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $28,427 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $438,187 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,358 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,104 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $17,148 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $57,542 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,659 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $53,884 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,142,614 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $956,140 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $60,088 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $75,431 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $135,679 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $53,679 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $3,413 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $117,668 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,481 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $110,186 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $57,943 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,433 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $52,510 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,262 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,262 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,565,340 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,316 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,437,516 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,360,103 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,331,879 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,808,915 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,083,166 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,589,916 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,443,269 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,331,879 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,398,831 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,555,128 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,456,566 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $911,408 | CashBOYAmt |
| Cash EOY | $476,696 | CashEOYAmt |
| Cash EOYFMV | $476,696 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,953,405 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,212,568 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,212,568 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,875 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1,875 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,875 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $3,104,969 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,616,901 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,616,901 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $4,666,806 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,570,710 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,570,710 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,608,412 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,942,490 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,942,490 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $108,268,206 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $107,424,467 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $107,424,467 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $656,177 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $450,172 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $236,801 | LandBOYAmt |
| Land EOY | $206,005 | LandEOYAmt |
| Land EOYFMV | $206,005 | LandEOYFMVAmt |
| Other Assets BOY | $846,026 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,009,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,009,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $122,596,033 | TotalAssetsBOYAmt |
| Total Assets EOY | $122,460,712 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $122,460,712 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $436,248 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $777,318 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $1,131,490 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,018,330 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,567,738 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,795,648 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $120,758,295 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $120,590,064 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $270,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $75,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $121,028,295 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $120,665,064 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $122,596,033 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $122,460,712 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $121,028,295 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,555,128 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,191,897 | OtherIncreasesAmt |
| Subtotal | $120,665,064 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $120,665,064 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICALLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $70,258,737 | GrossSalesPriceAmt |
| Cost Or Other Basis | $66,903,328 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,355,409 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,355,409 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,355,409 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $61,946 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $61,946 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $61,946 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $57,416 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $57,416 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $133 | EsPenaltyAmt |
| Tax Due | $4,663 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CTHEALTH.ORG | WebsiteAddressTxt |
| Individual With Books | CONNECTICUT HEALTH FOUNDATION INC | IndividualWithBooksNm |
| Phone | 8607241580 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PEARL STREET | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 061034511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 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 | 0 | 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 (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TIFFANY DONELSON | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | PRESIDENT & CEO | 40.00 | $320,803 | $27,915 | $0 |
| TODD THOMAS | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | VICE PRESIDENT OF FINANCE AND OPERATIO | 40.00 | $225,772 | $10,499 | $0 |
| ELLEN CARTER | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | VICE PRESIDENT PROGRAMS | 40.00 | $198,433 | $8,041 | $0 |
| MICHAEL GETTY ATIENZA | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR | 2.00 | $5,000 | $0 | $0 |
| TANYA BARRETT | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR | 2.00 | $2,250 | $0 | $0 |
| PATRICK CHARMEL | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JOHN CRAWFORD | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR | 2.00 | $4,250 | $0 | $0 |
| MEHUL DALAL | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| HECTOR GLYNN | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR | 2.00 | $4,500 | $0 | $0 |
| CHEKESHA KIDD | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR | 2.00 | $8,500 | $0 | $0 |
| KRISTIE KUHL | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR | 2.00 | $5,000 | $0 | $0 |
| MIKKI MEADOWS-OLIVER | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR | 2.00 | $3,500 | $0 | $0 |
| YVETTE MELENDEZ | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR | 2.00 | $5,000 | $0 | $0 |
| BARBARA PEARCE | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR | 2.00 | $5,000 | $0 | $0 |
| MARYANN PEREZ-BRESCIA | ||||||||
| 100 PEARL STREET | HARTFORD | CA | 06103 | DIRECTOR | 2.00 | $4,250 | $0 | $0 |
| ALVIN THOMPSON | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DENNIS TORRES | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR | 2.00 | $4,000 | $0 | $0 |
| CYNTHIA TSENG | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR | 2.00 | $0 | $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 |
|---|---|---|---|---|---|---|---|---|
| ARIELLE HARRISON | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | CHIEF OF STAFF | 40.00 | $144,606 | $8,167 | $900 |
| KEVIN COLLINS | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR OF GRANTMAK | 40.00 | $121,826 | $3,498 | $900 |
| STEPHANIE TATRO | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | DIRECTOR OF FINANCE | 30.00 | $108,175 | $6,120 | $900 |
| TAMISHA PHILIP | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | SENIOR GRANTS MANAGE | 40.00 | $87,667 | $4,652 | $900 |
| TONIA DOUGLAS | ||||||||
| 100 PEARL STREET | HARTFORD | CT | 06103 | PROGRAM OFFICER | 40.00 | $89,018 | $3,265 | $900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 9 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES LLC | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | INVESTMENT MANAGEMENT SERVICES | $288,503 |
| AVIVAR CAPITAL LLC | |||||
| 5250 LANKERSHIM BLVD SUITE 500 | NORTH HOLLYWOOD | CA | 91606 | IMPACT INVESTMENT CONSULTING | $75,000 |
| US BANK | |||||
| 777 E WISCONSIN AVENUE PO BOX 70870 | MILWAUKEE | WI | 53202 | INVESTMENT MANAGEMENT SERVICES | $65,262 |
| CLIFTONLARSONALLEN LLP | |||||
| PO BOX 829709 | PHILADELPHIA | PA | 19182 | CONSULTING | $57,042 |
| WATKINS STRATEGY GROUP LLC | |||||
| 25 AVON STREET | NEW HAVEN | CT | 06511 | CONSULTING | $56,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROGRAM RELATED INVESTMENT WAS MADE TO CAPITAL FOR CHANGE TO HELP IMPROVE THE LIVES OF ALL CONNECTICUT RESIDENTS PARTICULARY UNDERSERVED PEOPLE OF COLOR. | Description1Txt |
| Expenses1 | $250,000 | Expenses1Amt |
| Total | $250,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $116,113,485 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,708,508 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $119,821,993 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $119,821,993 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,797,330 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $118,024,663 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,901,233 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,901,233 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61,946 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $61,946 | TotalTaxAmt |
| Distributable Before Adj | $5,839,287 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $5,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,844,287 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,844,287 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,398,831 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $250,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,648,831 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,844,287 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $380,134 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $380,134 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,648,831 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,844,287 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $804,544 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,184,678 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,184,678 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $380,134 | ExcessFromYear1Amt |
| Excess From Current Year | $804,544 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANTS MANAGER CO CONNECTICUT HEALT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 PEARL STREET | AddressLine1Txt |
| City | HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8607241580 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATION (PROPOSAL), BUDGET, ELECTRONIC SUBMISSION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROP/BDGT DUE 14 WEEKS, CONCEPT PAPER DUE 18 WEEKS PRIOR TO QUARTER END | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE LIMITED TO CONNECTICUT AND GRANTEES MUST BE EXEMPT UNDER 501(C)(3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (95 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVOCACY TO LEGACY INC | |||||||
| 24 HALE DR | WINDSOR | CT | 06095 | N/A | PC | TO SUPPORT THE ADVOCACY EFFORTS TO LIMIT THE SALE OF TOBACCO /NICOTINE CANNABIS PRODUCTS WITHIN A CERTAIN DISTANCE FROM SCHOOLS. | $10,000 |
| BUILDING ONE COMMUNITY CORP | |||||||
| 75 SELLECK ST | STAMFORD | CT | 06902 | N/A | PC | TO SUPPORT ONGOING EFFORTS TO EXPAND HUSKY INSURANCE COVERAGE FOR CONNECTICUT RESIDENTS, ENSURING EQUITABLE ACCESS TO HEALTHCARE FOR ALL RESIDENTS. | $35,000 |
| CENTER FOR CHILDREN'S ADVOCACY | |||||||
| 2074 PARK ST | HARTFORD | CT | 06106 | N/A | PC | TO SUPPORT ADVOCACY EFFORTS FOR THE EXPANSION OF HUSKY TO COVER UNDOCUMENTED CHILDREN AND YOUTH AGES 16 THROUGH 18, AND TO MONITOR THE HUSKY ENROLLMENT PROCESS FOR UNDOCUMENTED CHILDREN UP THROUGH AGE 15. | $42,500 |
| CHARTER OAK HEALTH CENTER INC | |||||||
| 21 GRAND ST | HARTFORD | CT | 06106 | N/A | PC | TO DEMONSTRATE THE RETURN ON INVESTMENT AND VALUE THAT COMMUNITY HEALTH WORKERS CAN PROVIDE TO ENHANCE PATIENT EXPERIENCE, IMPROVE CLINICAL OUTCOMES, AND CONTAIN HEALTH CARE COSTS. | $150,000 |
| CHILD AND FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT INC | |||||||
| 225 HEMPSTEAD ST | NEW LONDON | CT | 06320 | N/A | PC | TO SUPPORT THE WORK OF TRUSTED MESSENGERS TO PROVIDE RELIABLE INFORMATION ABOUT THE AVAILABILITY OF HUSKY HEALTH COVERAGE, ELIGIBILITY AND GENERAL SUPPORT SPECIFICALLY TO CHILD AND FAMILY AGENCY OF CONNECTICUT. | $15,000 |
| CHRISTIAN COMMUNITY ACTION | |||||||
| 168 DAVENPORT AVE | NEW HAVEN | CT | 06519 | N/A | PC | TO HELP IDENTIFY AND TRAIN NEW ADVOCATES TO JOIN THE HEALTH PROJECT (HELPING EVERYONE ACHIEVE LIFELONG TRUSTED HEALTHCARE). | $25,000 |
| COMMUNITY HEALTH AND WELLNESS CENTER OF GREATER TORRINGTON INC | |||||||
| 469 MIGEON AVE | TORRINGTON | CT | 06790 | N/A | PC | TO SUPPORT THE COMMUNITY HEALTH AND WELLNESS CENTER TO INCREASE CAPACITY TO COLLECT SELF-REPORTED RACE, ETHNICITY AND PREFERRED LANGUAGE DATA AND TO SUPPORT STAFF'S UNDERSTANDING OF HOW TO PROVIDE CULTURALLY RELEVANT CLINICAL INTERVENTIONS FOR PATIENTS. | $48,200 |
| COMMUNITY HEALTH CENTER ASSOCIATION OF CONNECTICUT INC | |||||||
| 1484 HIGHLAND AVE | CHESHIRE | CT | 06410 | N/A | PC | TO SUPPORT THE EFFORTS OF TWO COMMUNITY HEALTH WORKERS WHO WILL PROMOTE AWARENESS OF AND ENROLLMENT INTO HEALTH INSURANCE FOR LOW-INCOME INDIVIDUALS ACROSS CONNECTICUT. | $57,500 |
| COMUNIDADES SIN FRONTERAS CFS - CT INC | |||||||
| 718 WEST AVE FL 2 | NORWALK | CT | 06850 | N/A | PC | TO SUPPORT ONGOING EFFORTS TO EXPAND HUSKY INSURANCE COVERAGE FOR CONNECTICUT RESIDENTS, ENSURING EQUITABLE ACCESS TO HEALTHCARE FOR ALL RESIDENTS. | $10,000 |
| CONNECTICUT ASSOCIATION FOR COMMUNITY ACTION INC | |||||||
| 300 PLAZA MIDDLESEX | MIDDLETOWN | CT | 06457 | N/A | PC | TO DEVELOP AND IMPLEMENT AN ADVOCACY STRATEGY THAT INCLUDES ENGAGING AND EDUCATING AT LEAST 100 CHWS DURING THE GRANT PERIOD TO ADVOCATE FOR IMPLEMENTATION OF THE POLICY BY FORMING A COMMUNITY HEALTH WORKER ADVOCACY COALITION (CHWAC). | $32,500 |
| CONNECTICUT DEPARTMENT OF MENTAL HEALTH AND ADDICTION SERVICES | |||||||
| 410 CAPITOL AVE | HARTFORD | CT | 06134 | N/A | GOV | TO HELP INCREASE THE NUMBER OF BEHAVIORAL HEALTH PROFESSIONALS, AND OTHER STATE AGENCY EMPLOYEES, TRAINED IN CULTURALLY RESPONSIVE PRACTICES. | $25,000 |
| CONNECTICUT FOODSHARE | |||||||
| 2 RESEARCH PKWY | WALLINGFORD | CT | 06492 | N/A | PC | TO SUPPORT FOOD BANK OPERATIONS; EDUCATE AND TRAIN RESIDENTS TO ENGAGE IN PUBLIC POLICY AND SYSTEMS CHANGE; AND ELEVATE LOCAL VOICES TO BUILD PUBLIC AWARENESS OF FOOD INSECURITY AND WAYS TO END HUNGER IN OUR STATE. | $20,000 |
| CONNECTICUT NEWS PROJECT INC | |||||||
| 1049 ASYLUM AVE | HARTFORD | CT | 06105 | N/A | PC | TO SUPPORT CT NEWS PROJECT'S HEALTH POLICY COVERAGE WHICH WILL DEEPEN AUDIENCE UNDERSTANDING OF THE COMPLEX, INTERRELATED ISSUES OF HEALTH ACCESS, AFFORDABILITY, DELIVERY, AND EQUITY ISSUES IN CONNECTICUT. | $150,000 |
| CONNECTICUT ORAL HEALTH INITIATIVE INC | |||||||
| 53 OAK ST | HARTFORD | CT | 06106 | N/A | PC | THIS GRANT WILL CONTINUE TO ADDRESS DENTAL ACCESS ISSUES FOR ADULTS ON MEDICAID (HUSKY). | $42,500 |
| CONNECTICUT WORKER CENTER INC | |||||||
| 1067 PARK AVE | BRIDGEPORT | CT | 06604 | N/A | PC | TO SUPPORT ONGOING EFFORTS TO EXPAND HUSKY INSURANCE COVERAGE FOR CONNECTICUT RESIDENTS, ENSURING EQUITABLE ACCESS TO HEALTHCARE FOR ALL RESIDENTS. | $20,000 |
| CROSS STREET TRAINING & ACADEMIC CENTER | |||||||
| 440 WEST ST | MIDDLETOWN | CT | 06457 | N/A | PC | TO SUPPORT THE HEALTH FELLOWSHIP'S CONTINUED COALITION BUILDING AND ADVOCACY EFFORTS INCLUDING WORKING TOWARDS MEDICAID REIMBURSEMENT FOR COMMUNITY HEALTH WORKERS AND DOULAS, AND EXPANDING MEDICAID ELIGIBILITY. | $47,500 |
| CT COMMUNITY NONPROFIT ALLIANCE INC | |||||||
| 35 COLD SPRING RD | ROCKY HILL | CT | 06067 | N/A | PC | TO SUPPORT NONPROFIT STAFF FROM HEALTH AND HUMAN SERVICE ORGANIZATIONS WITH THE TOOLS TO BE EFFECTIVE ADVOCATES AND ORGANIZERS ON POLICY ISSUES THAT DIRECTLY IMPACT THE POPULATIONS THEY SERVE. | $30,000 |
| CT STUDENTS FOR A DREAM | |||||||
| PO BOX 33231 | WASHINGTON | DC | 20033 | N/A | PC | TO CONTINUE THE HUSKY 4 IMMIGRANTS CAMPAIGN, WHICH AIMS TO EXPAND ACCESS TO CTS MEDICAID PROGRAM TO ALL IMMIGRANTS. | $62,500 |
| FAMILY CENTERS INC | |||||||
| 40 ARCH ST | GREENWICH | CT | 06836 | N/A | PC | TO SUPPORT DEVELOP AN EVALUATION MODEL FOR THE INCLUSION OF DOULA SERVICES TO ADDRESS MATERNAL HEALTH OUTCOMES FOR PARENTS WITHIN THE HOME VISITING PARENT'S AS TEACHERS PROGRAM. | $36,000 |
| FULL CITIZENS COALITION | |||||||
| 127 MATHER ST | HARTFORD | CT | 06120 | N/A | PC | TO SUPPORT GRASSROOTS ADVOCACY ORGANIZATIONS LED BY AND SERVING PEOPLE OF COLOR WITH BUILDING THE CAPACITY TO PRIORITIZE RACIAL EQUITY, AND ADDRESS THE FACTORS THAT INFLUENCE HEALTH AND WELL-BEING, AND CONTRIBUTE TO INEQUITABLE HEALTH OUTCOMES. | $30,000 |
| GENERATIONS FAMILY HEALTH CENTER INC | |||||||
| 40 MANSFIELD AVE | WILLIMANTIC | CT | 06226 | N/A | PC | FUNDING WILL SUPPORT GENERATIONS FAMILY HEALTH CENTER'S EFFORTS TO ADDRESS THE LACK OF DIVERSITY IN STAFF AND TO IMPROVE THEIR POLICIES, PROCEDURES, ORGANIZATIONAL CULTURE. | $14,000 |
| GREATER BRIDGEPORT AREA PREVENTION PROGRAM INC | |||||||
| 1470 BARNUM AVE | BRIDGEPORT | CT | 06610 | N/A | PC | FUNDING WILL SUPPORT A CONFERENCE THAT WILL BRING TOGETHER HIV/AIDS EXPERTS AND OTHER STAKEHOLDERS TO SHARE RESEARCH AND RESOURCES TO HELP MITIGATE THE EFFECTS OF HIV. | $35,000 |
| GREATER WATERBURY HEALTH PARTNERSHIP | |||||||
| 80 PHOENIX AVE | WATERBURY | CT | 06702 | N/A | PC | TO SUPPORT THE CREATION AND TESTING OF CLINICAL-COMMUNITY INTEGRATION MODELS TO BETTER ADDRESS THE NEEDS OF PATIENTS WHO ARE FREQUENT USERS OF THE EMERGENCY DEPARTMENTS AT WATERBURY HOSPITAL AND SAINT MARYS HOSPITAL. | $32,500 |
| HARTFORD HEALTH INITIATIVE INC | |||||||
| 10 LOVE LN | HARTFORD | CT | 06112 | N/A | PC | TO SUPPORT GRASSROOTS ADVOCACY ORGANIZATIONS LED BY AND SERVING PEOPLE OF COLOR WITH BUILDING THE CAPACITY TO PRIORITIZE RACIAL EQUITY, AND ADDRESS THE FACTORS THAT INFLUENCE HEALTH AND WELL-BEING, AND CONTRIBUTE TO INEQUITABLE HEALTH OUTCOMES. | $30,000 |
| HARTFORD HEALTHCARE CORP | |||||||
| 100 PEARL ST | HARTFORD | CT | 06103 | N/A | PC | TO CREATE A COMPREHENSIVE PROGRAM THAT WILL IMPROVE THEIR COLLECTION OF ACCURATE AND RELIABLE REL DATA. | $25,000 |
| HARTFORD HOSPITAL | |||||||
| 80 SEYMOUR ST | HARTFORD | CT | 06106 | N/A | PC | THE PROJECT TEAM WILL PROVIDE PROFESSIONAL TRAINING TO HARTFORD HOSPITALS STAFF TO INFORM THEM OF ANY NECESSARY SHIFTS IN POLICIES AND PROTOCOLS TO BETTER INTEGRATE DOULAS INTO THE CARE TEAM. | $63,000 |
| HEALTH EQUITY SOLUTIONS INC | |||||||
| 53 OAK ST | HARTFORD | CT | 06106 | N/A | PC | TO RAISE AWARENESS ABOUT ITS ADVOCACY PRIORITIES THROUGH TARGETED EVENTS AND TRAINING PROGRAMS THAT ENGAGE HEALTHCARE PROVIDERS, GRASSROOTS ADVOCATES, LEGISLATORS, AND THE GENERAL PUBLIC. | $335,000 |
| HISPANIC HEALTH COUNCIL INC | |||||||
| 175 MAIN ST | HARTFORD | CT | 06106 | N/A | PC | TO HELP TRAIN AND PROVIDE SERVICE IN SPANISH SPEAKING COMMUNITIES TO IMPROVE MATERNAL HEALTH OUTCOMES OF LOW-INCOME HISPANIC MOTHERS. | $25,000 |
| HUSKY 4 IMMIGRANTS | |||||||
| 142 TEMPLE ST | NEW HAVEN | CT | 06511 | N/A | PC | TO HELP BASE BUILDING BY STRENGTHENING EXISTING ORGANIZATIONS AND BRINGING NEW PARTNERS. | $97,500 |
| INTEGRATED REFUGEE AND IMMIGRANT SERVICES INC | |||||||
| 235 NICOLL ST 2ND FLOOR | NEW HAVEN | CT | 06511 | N/A | PC | TO SUPPORT ONGOING EFFORTS TO EXPAND HUSKY INSURANCE COVERAGE FOR CONNECTICUT RESIDENTS, ENSURING EQUITABLE ACCESS TO HEALTHCARE FOR ALL RESIDENTS. | $35,000 |
| KEEP THE PROMISE COALITION | |||||||
| 110 BARTHOLOMEW AVE | HARTFORD | CT | 06106 | N/A | PC | THE KEEP THE PROMISE COALITION WILL ORGANIZE PEER SUPPORT SPECIALISTS TO ADDRESS THE RACIAL AND ETHNIC INEQUITIES SEEN IN THE DELIVERY OF MENTAL HEALTH SERVICES. | $35,000 |
| KHMER HEALTH ADVOCATES INC | |||||||
| 1125 NEW BRITAIN AVE | WEST HARTFORD | CT | 06110 | N/A | PC | FUNDING WILL BE USED TO DEVELOP A DATA COLLECTION TOOL AND TRAINING CURRICULUM THAT CAN BE USED BY COMMUNITY HEALTH WORKERS (CHWS) TO GATHER QUALITATIVE AND QUANTITATIVE INFORMATION ABOUT THEIR INTERVENTION WITH COMMUNITY MEMBERS. | $50,000 |
| LATINAS & POWER CORP | |||||||
| 12 MAIN ST | ESSEX | CT | 06426 | N/A | PC | THIS FUNDING WILL BUILD ON PREVIOUS GRANTS TO SUPPORT THE LEADERSHIP PROGRAM. FUNDS WILL SUPPORT THE WORK OF A STORYTELLER TO CAPTURE STORIES THAT HIGHLIGHT HEALTHY EQUITY ISSUES. | $25,000 |
| LEDGE LIGHT HEALTH DISTRICT | |||||||
| 216 BROAD ST | NEW LONDON | CT | 06320 | N/A | PC | TO SUPPORT GRASSROOTS ADVOCACY ORGANIZATIONS LED BY AND SERVING PEOPLE OF COLOR WITH BUILDING THE CAPACITY TO PRIORITIZE RACIAL EQUITY, AND ADDRESS THE FACTORS THAT INFLUENCE HEALTH AND WELL-BEING, AND CONTRIBUTE TO INEQUITABLE HEALTH OUTCOMES. | $100,000 |
| LUCINDA'S HOUSE | |||||||
| 1195 WINDSOR AVE | WINDSOR | CT | 06095 | N/A | PC | THIS PROJECT WILL USE THE ARTS TO BRING AWARENESS OF WOMEN OF COLORS EXPERIENCES OF MATERNAL HEALTH CARE AND EMPOWER WOMEN TO ADVOCATE FOR THE CARE THEY WANT AND NEED TO IMPROVE MATERNAL AND INFANT HEALTH OUTCOMES. | $11,000 |
| MADRE LATINA ORGANIZATION INC | |||||||
| PO BOX 3982 | WATERBURY | CT | 06705 | N/A | PC | TO CONTINUE TO SUPPORT THE WORK OF TRUSTED MESSENGERS TO PROVIDE RELIABLE INFORMATION TO THEIR COMMUNITIES ABOUT THE AVAILABILITY OF HUSKY HEALTH COVERAGE FOR CHILDREN WHO ARE UNDOCUMENTED. | $15,000 |
| MAKE THE ROAD CT | |||||||
| 885 WETHERSFIELD AVE | HARTFORD | CT | 06114 | N/A | PC | MAKE THE ROAD CONNECTICUT WILL CONTINUE TO ADVOCATE FOR HUSKY EXPANSION TO ALL INCOME-ELIGIBLE IMMIGRANT FAMILIES IN CONNECTICUT REGARDLESS OF THEIR IMMIGRATION STATUS. | $95,000 |
| MINISTERIAL HEALTH FELLOWSHIP | |||||||
| 440 WEST ST | MIDDLETOWN | CT | 06457 | N/A | PC | TO SUPPORT EDUCATING MEMBERS AND BUILDING INTEREST ABOUT STORYTELLING AND INFORMATION SHARING AS IT RELATES TO HUSKY ELIGIBILITY AND CONNECTICUT RESIDENTS WHO ARE JUST ABOVE THE INCOME THRESHOLD FOR COVERED CT. | $47,500 |
| MOUNT AERY DEVELOPMENT CORPORATION | |||||||
| 105 FRANK ST | BRIDGEPORT | CT | 06604 | N/A | PC | TO HELP PROVIDE TRAINING ON DIVERSITY, EQUITY, INCLUSION, BELONGING AND JUSTICE (DEIBJ) FOR HEAD START PARENTS, STAFF, AND TEACHERS. | $10,000 |
| NEW BRITAIN RACIAL JUSTICE COALITION INC | |||||||
| 115 W MAIN ST | NEW BRITAIN | CT | 06051 | N/A | PC | TO SUPPORT GRASSROOTS ADVOCACY ORGANIZATIONS LED BY AND SERVING PEOPLE OF COLOR WITH BUILDING THE CAPACITY TO PRIORITIZE RACIAL EQUITY, AND ADDRESS THE FACTORS THAT INFLUENCE HEALTH AND WELL-BEING, AND CONTRIBUTE TO INEQUITABLE HEALTH OUTCOMES. | $30,000 |
| NONPROFIT ACCOUNTABILITY GROUP | |||||||
| PO BOX 21 | ASHFIELD | MA | 01330 | N/A | PC | TO SUPPORT GRASSROOTS ADVOCACY ORGANIZATIONS LED BY AND SERVING PEOPLE OF COLOR WITH BUILDING THE CAPACITY TO PRIORITIZE RACIAL EQUITY, AND ADDRESS THE FACTORS THAT INFLUENCE HEALTH AND WELL-BEING, AND CONTRIBUTE TO INEQUITABLE HEALTH OUTCOMES. | $30,000 |
| PARENTS AVAILABLE TO HELP INC | |||||||
| PO BOX 117 | NORTHFORD | CT | 06472 | N/A | PC | TO FACILITATE THE RECRUITMENT, TRAINING, STIPENDS, AND LICENSING OF FAMILY CAREGIVERS AS COMMUNITY HEALTH WORKERS. | $25,000 |
| PROJECT ACCESS OF NEW HAVEN INC | |||||||
| 63 YORK ST | NEW HAVEN | CT | 06511 | N/A | PC | TO CONTINUE TO SUPPORT THE WORK OF TRUSTED MESSENGERS TO PROVIDE RELIABLE INFORMATION TO THEIR COMMUNITIES ABOUT THE AVAILABILITY OF HUSKY HEALTH COVERAGE SPECIFICALLY IN THE GREATER NEW HAVEN AREA. | $15,000 |
| PT PARTNERS | |||||||
| 10 MIDDLE ST | BRIDGEPORT | CT | 06604 | N/A | PC | TO SUPPORT GRASSROOTS ADVOCACY ORGANIZATIONS LED BY AND SERVING PEOPLE OF COLOR WITH BUILDING THE CAPACITY TO PRIORITIZE RACIAL EQUITY, AND ADDRESS THE FACTORS THAT INFLUENCE HEALTH AND WELL-BEING, AND CONTRIBUTE TO INEQUITABLE HEALTH OUTCOMES. | $45,000 |
| SOUTHWESTERN AHEC INC | |||||||
| 5 RESEARCH DR | SHELTON | CT | 06484 | N/A | PC | TO DEVELOP AND IMPLEMENT AN ADVOCACY STRATEGY THAT INCLUDES ENGAGING AND EDUCATING AT LEAST 100 CHWS DURING THE GRANT PERIOD TO ADVOCATE FOR IMPLEMENTATION OF THE POLICY BY FORMING A COMMUNITY HEALTH WORKER ADVOCACY COALITION (CHWAC). | $32,500 |
| THE CONNECTICUT ASSOCIATION OF SCHOOL BASED HEALTH CENTERS INC | |||||||
| PO BOX 771 | HARTFORD | CT | 06106 | N/A | PC | THIS GRANT WILL PROVIDE CAPACITY BUILDING SUPPORT AS THEY TRANSITION FROM RECEIVING AN ANNUAL GRANT FROM CT HEALTH. | $50,000 |
| THE CONNECTICUT HOSPICE INC | |||||||
| 100 DOUBLE BEACH RD | BRANFORD | CT | 06405 | N/A | PC | TO SUPPORT THE DEPLOYMENT OF AND EVALUATE THE EFFICACY OF A BILINGUAL COMMUNITY HEALTH WORKER IN UNDERSERVED GEOGRAPHIES. | $25,000 |
| THE GROUNDTRUTH PROJECT INC | |||||||
| 10 GUEST ST | BOSTON | MA | 02135 | N/A | PC | TO SUPPORT THE HEALTH EQUITY PROJECT FOR BLACK AND LATINO RESIDENTS IN CONNECTICUT THROUGH COMMUNITY LISTENING SESSIONS, RESEARCH, AND INCREASED ENGAGEMENT. | $50,000 |
| THE NEW AMERICAN DREAM FOUNDATION | |||||||
| 132 MAIN ST | DANBURY | CT | 06810 | N/A | PC | TO CONTINUE THE SUPPORT OF TRUSTED MESSENGERS TO PROVIDE RELIABLE INFORMATION ABOUT HUSKY ELIGIBILITY AND EXPANSION FOCUSING ON HISPANIC/LATINO STUDENTS AND THE HIGH-NEEDS STUDENT POPULATION. | $15,000 |
| UNASHAMED INC | |||||||
| 505 MAIN ST | MIDDLETOWN | CT | 06457 | N/A | PC | TO ADDRESS THE BARRIERS THAT MEN OF COLOR FACE IN ACCESSING MENTAL HEALTH SUPPORT IN MIDDLESEX COUNTY. | $25,000 |
| UNITED ACTION CONNECTICUT INC | |||||||
| 19 SOUTH CANAL ST | PLAINVILLE | CT | 06062 | N/A | PC | TO SUPPORT ONGOING EFFORTS TO EXPAND HUSKY INSURANCE COVERAGE FOR CONNECTICUT RESIDENTS, ENSURING EQUITABLE ACCESS TO HEALTHCARE FOR ALL RESIDENTS. | $10,000 |
| UNIVERSAL HEALTH CARE FOUNDATION OF CONNECTICUT INC | |||||||
| PO BOX 714 | MIDDLETOWN | CT | 06457 | N/A | PC | FUNDING WILL SUPPORT RAND'S RESEARCH ON THE COST OF EXPANDING HUSKY TO STATE RESIDENTS UNDER AGE 25, REGARDLESS OF IMMIGRATION STATUS. | $100,000 |
| URBAN ALLIANCE | |||||||
| 62 VILLAGE ST | EAST HARTFORD | CT | 06108 | N/A | PC | TO CONTINUE TO SUPPORT THE WORK OF TRUSTED MESSENGERS TO PROVIDE RELIABLE INFORMATION TO THE COMMUNITY ABOUT THE AVAILABILITY OF HUSKY HEALTH COVERAGE TARGETING POPULATIONS DISPROPORTIONALLY IMPACTED BY POVERTY. | $50,000 |
| WHEELER CLINIC INC | |||||||
| 91 NORTHWEST DR | PLAINVILLE | CT | 06062 | N/A | PC | WHEELER CLINIC WILL USE THIS REL DATA GRANT TO SUPPORT STAFFING TO DEVELOP A MORE ROBUST CHECK-IN KIOSK SOFTWARE FOR REL DATA COLLECTION. | $25,000 |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION NEW BRITAIN | |||||||
| 19 FRANKLIN SQUARE | NEW BRITAIN | CT | 06051 | N/A | PC | THE YOUNG WOMEN'S CHRISTIAN ASSOCIATION (YWCA) OF NEW BRITAIN WILL EXPAND ITS CHW WORK TO INCLUDE TRAINING YOUNG WOMEN TO BE CHWS. | $50,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | N/A | PC | CHARITABLE OPERATIONS | $785 |
| BEULAH HEIGHTS SOCIAL INTEGRATION PROGRAM | |||||||
| 782 ORCHARD ST | NEW HAVEN | CT | 06511 | N/A | PC | CHARITABLE OPERATIONS | $1,500 |
| BIG FLUFFY DOG RESCUE | |||||||
| 196 JEFFERSON PIKE | LA VERGNE | TN | 37086 | N/A | PC | CHARITABLE OPERATIONS | $1,500 |
| BRIDGE TO SUCCESS COMMUNITY PARTNERSHIP | |||||||
| 100 NORTH ELM ST 2ND FLOOR | WATERBURY | CT | 06702 | N/A | PC | CHARITABLE OPERATIONS | $750 |
| BUILDING ONE COMMUNITY | |||||||
| 417 SHIPPAN AVE | STAMFORD | CT | 06902 | N/A | PC | CHARITABLE OPERATIONS | $2,318 |
| BULLDOG CLUB OF AMERICA RESCUE NETWORK | |||||||
| PO BOX 16 | NEW MELLE | MO | 63365 | N/A | PC | CHARITABLE OPERATIONS | $750 |
| CONNECTICUT CAT CONNECTION | |||||||
| 40 STEVENS MILL RD | WINDSOR | CT | 06095 | N/A | PC | CHARITABLE OPERATIONS | $781 |
| CONNECTICUT DEMOCRACY CENTER | |||||||
| 21 OAK ST STE 309 | HARTFORD | CT | 06106 | N/A | PC | CHARITABLE OPERATIONS | $772 |
| CONNECTICUT HOSPICE | |||||||
| 100 DOUBLE BEACH RD | BRANFORD | CT | 06405 | N/A | PC | CHARITABLE OPERATIONS | $773 |
| CONNECTICUT INSTITUTE FOR REFUGEES AND IMMIGRANTS | |||||||
| 670 CLINTON AVE | BRIDGEPORT | CT | 06605 | N/A | PC | CHARITABLE OPERATIONS | $773 |
| CT VOICES FOR CHILDREN | |||||||
| 33 WHITNEY AVE | NEW HAVEN | CT | 06510 | N/A | PC | CHARITABLE OPERATIONS | $1,545 |
| DOG STAR RESCUE | |||||||
| 12 TOBEY RD | BLOOMFIELD | CT | 06002 | N/A | PC | CHARITABLE OPERATIONS | $780 |
| DOWNTOWN EVENING SOUP KITCHEN | |||||||
| PO BOX 1478 | NEW HAVEN | CT | 06506 | N/A | PC | CHARITABLE OPERATIONS | $1,544 |
| FAMILY & CHILDREN'S AGENCY | |||||||
| 9 MOTT AVE 4TH FLOOR | NORWALK | CT | 06850 | N/A | PC | CHARITABLE OPERATIONS | $750 |
| FAMILY CENTERS INC | |||||||
| 40 ARCH ST | GREENWICH | CT | 06830 | N/A | PC | CHARITABLE OPERATIONS | $772 |
| FORGE CITY WORKS | |||||||
| 227 LAWRENCE ST | HARTFORD | CT | 06106 | N/A | PC | CHARITABLE OPERATIONS | $781 |
| HARTFORD PERFORMS | |||||||
| 75 CHARTER OAK AVE | HARTFORD | CT | 06106 | N/A | PC | CHARITABLE OPERATIONS | $2,325 |
| HISPANIC HEALTH COUNCIL | |||||||
| 175 MAIN ST | HARTFORD | CT | 06106 | N/A | PC | CHARITABLE OPERATIONS | $777 |
| INTEGRATED REFUGEE AND IMMIGRANT SERVICES | |||||||
| 235 NICOLL ST | NEW HAVEN | CT | 06511 | N/A | PC | CHARITABLE OPERATIONS | $796 |
| LATINAS AND POWER | |||||||
| 12 MAIN ST STE 906 | ESSEX | CT | 06426 | N/A | PC | CHARITABLE OPERATIONS | $750 |
| LITTLE WATER PREP ACADEMY | |||||||
| 68 DUTCHESS AVE | POUGHKEEPSIE | NY | 12601 | N/A | PC | CHARITABLE OPERATIONS | $750 |
| LUCINDA'S HOUSE | |||||||
| 1195 WINDSOR AVE | WINDSOR | CT | 06095 | N/A | PC | CHARITABLE OPERATIONS | $750 |
| NEST | |||||||
| 193 GRAND ST 3RD FLOOR | WATERBURY | CT | 06702 | N/A | PC | CHARITABLE OPERATIONS | $775 |
| NEW HAVEN DIAPER BANK | |||||||
| 370 STATE ST 4 | NORTH HAVEN | CT | 06473 | N/A | PC | CHARITABLE OPERATIONS | $772 |
| NO ANIMAL LEFT UNFED INC | |||||||
| PO BOX 330145 | WEST HARTFORD | CT | 06133 | N/A | PC | CHARITABLE OPERATIONS | $766 |
| NO KID HUNGRY | |||||||
| PO BOX 715475 | PHILADELPHIA | PA | 19171 | N/A | PC | CHARITABLE OPERATIONS | $772 |
| OPERATION HOPE | |||||||
| 636 OLD POST RD | FAIRFIELD | CT | 06824 | N/A | PC | CHARITABLE OPERATIONS | $1,553 |
| PHILIPPINE JESUIT FOUNDATION | |||||||
| 39 EAST 83RD ST | NEW YORK | NY | 10028 | N/A | PC | CHARITABLE OPERATIONS | $1,500 |
| SAINT GEORGE CHURCH | |||||||
| 33 WHITFIELD ST | GUILFORD | CT | 06437 | N/A | PC | CHARITABLE OPERATIONS | $750 |
| SOUTH CENTRAL COMMUNITY ACTION PROGRAM | |||||||
| 153 N STRATTON ST | GETTYSBURG | PA | 17325 | N/A | PC | CHARITABLE OPERATIONS | $1,500 |
| SPOONER HOUSE | |||||||
| 30 TODD RD | SHELTON | CT | 06484 | N/A | PC | CHARITABLE OPERATIONS | $1,531 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | PC | CHARITABLE OPERATIONS | $1,500 |
| THE 1636 HERITAGE PARTNERSHIP INC | |||||||
| 60 GOLD ST | HARTFORD | CT | 06103 | N/A | PC | CHARITABLE OPERATIONS | $775 |
| THE DUJON FOUNDATION | |||||||
| 15 N MAIN ST STE 100 | WEST HARTFORD | CT | 06107 | N/A | PC | CHARITABLE OPERATIONS | $750 |
| THE FIRST CHURCH OF CHRIST UCC | |||||||
| 60 GOLD ST | HARTFORD | CT | 06103 | N/A | PC | CHARITABLE OPERATIONS | $750 |
| THE MISSING PIECE | |||||||
| PO BOX 280881 | EAST HARTFORD | CT | 06128 | N/A | PC | CHARITABLE OPERATIONS | $1,500 |
| THE UNIVERSITY OF HARTFORDS HARTT SCHOOL COMMUNITY DIVISION DANCE DEPARTMEN | |||||||
| 35 WESTBOURNE PKWY | HARTFORD | CT | 06112 | N/A | PC | CHARITABLE OPERATIONS | $750 |
| UNIVERSITY OF HARTFORD | |||||||
| 200 BLOOMFIELD AVE | WEST HARTFORD | CT | 06117 | N/A | PC | CHARITABLE OPERATIONS | $1,500 |
| UNIVERSITY OF MICHIGAN ROSS SCHOOL OF BUSINESS | |||||||
| 3003 S STATE ST STE 9000 | ANN ARBOR | MI | 48109 | N/A | PC | CHARITABLE OPERATIONS | $1,500 |
| WATERBURY BRIDGE TO SUCCESS | |||||||
| 100 NORTH ELM ST 2ND FLOOR | WATERBURY | CT | 06702 | N/A | PC | CHARITABLE OPERATIONS | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,589,916 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $739,279 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $355 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,093,507 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,833,141 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,833,141 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CVS PHARMACY INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CVS DRIVE | AddressLine1Txt |
| City | WOONSOCKET | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02895 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $55,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $57,542 | Amt |
| Net Investment Income | $3,659 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $53,884 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCOR SA-SPONSORED ADR - 3876 SHS | $37,558 | $37,558 |
| ADIDAS AG-SPONSORED ADR - 673 SHS | $81,951 | $81,951 |
| AIA GROUP LTD-SP ADR - 2961 SHS | $85,336 | $85,336 |
| AIR LIQUIDE-UNSPONSORED ADR - 785 SHS | $25,316 | $25,316 |
| AIRBUS SE - UNSP ADR - 1994 SHS | $79,431 | $79,431 |
| AKZO NOBEL NV-SPON ADR - 1533 SHS | $30,583 | $30,583 |
| ALIBABA GROUP HOLDING-SP ADR - 1182 SHS | $100,222 | $100,222 |
| ASML HOLDING NV-NY REG SHS - 172 SHS | $119,210 | $119,210 |
| ASSA ABLOY AB - UNSP ADR - 2020 SHS | $29,593 | $29,593 |
| ASTRAZENECA PLC-SPONS ADR - 1847 SHS | $121,015 | $121,015 |
| BARCLAYS PLC-SPONS ADR - 6797 SHS | $90,332 | $90,332 |
| BEAZLEY PLC UNSPONSORED - 1864 SHS | $36,628 | $36,628 |
| BRENNTAG SE-UNSP ADR - 2400 SHS | $28,704 | $28,704 |
| BUREAU VERITAS SA - ADR - 518 SHS | $31,225 | $31,225 |
| CANADIAN PACIFIC KANSAS CITY - 958 SHS | $69,485 | $69,485 |
| CIE FINANCIERE RICH-UNSP ADR - 2115 SHS | $32,106 | $32,106 |
| DBS GROUP HOLDINGS-SPON ADR - 362 SHS | $46,350 | $46,350 |
| ESSILORLUXOT-UNSPON ADR - 578 SHS | $69,747 | $69,747 |
| FANUC CORP-UNSP ADR - 5094 SHS | $66,426 | $66,426 |
| GALDERMA GROUP AG-UNSPON ADR - 1709 SHS | $38,367 | $38,367 |
| HOYA CORP-SPONSORED ADR - 656 SHS | $81,344 | $81,344 |
| INTERTEK GROUP PLC-UNSP ADR - 1174 SHS | $69,959 | $69,959 |
| JD SPORTS FASHION PLC-UN ADR - 53525 SHS | $63,160 | $63,160 |
| JD.COM INC-ADR - 1269 SHS | $43,996 | $43,996 |
| LONDON STOCK EXCHG-UNSP ADR - 1010 SHS | $36,047 | $36,047 |
| LOREAL-UNSPONSORED ADR - 1174 SHS | $82,661 | $82,661 |
| LVMH MOET HENNESSY-UNSP ADR - 811 SHS | $105,990 | $105,990 |
| MTU AERO ENGINES-UNSPON ADR - 587 SHS | $97,254 | $97,254 |
| MURATA MANUFACTUR-UNSPON ADR - 5940 SHS | $47,461 | $47,461 |
| NESTLE SA-SPONS ADR - 284 SHS | $23,203 | $23,203 |
| NOVO-NORDISK A/S-SPONS ADR - 680 SHS | $58,494 | $58,494 |
| PING AN INSURANCE-ADR - 8415 SHS | $97,951 | $97,951 |
| PROSUS NV -SPON ADR - 13028 SHS | $103,442 | $103,442 |
| PUIG BRANDS SA - 4384 SHS | $39,916 | $39,916 |
| SANDOZ GROUP AG-ADR - 2165 SHS | $87,683 | $87,683 |
| SAP SE-SPONSORED ADR - 310 SHS | $76,325 | $76,325 |
| SIKA AG-ADR - 2901 SHS | $68,435 | $68,435 |
| STANDARD CHARTERED- UNSP ADR - 3590 SHS | $89,571 | $89,571 |
| SUMCO CORP-UNSPON ADR - 2926 SHS | $43,435 | $43,435 |
| SUMITOMO MITSUI-SPONS ADR - 6355 SHS | $92,084 | $92,084 |
| TAIWAN SEMICONDUCTOR-SP ADR - 181 SHS | $35,833 | $35,833 |
| THALES SA - UNSP ADR - 965 SHS | $27,570 | $27,570 |
| UBS GROUP AG-REG - 3738 SHS | $113,336 | $113,336 |
| UNICREDIT SPA-ADR - 3902 SHS | $77,962 | $77,962 |
| UNIVERSAL MUSIC GRO-UNSP ADR - 4686 SHS | $59,793 | $59,793 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,570,710 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,570,710 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (92 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABDIEL QUALIFIED OFFSHORE PARTNERS, LTD. CLASS A SERIES: 201 - 96 SHS | FMV | $544,678 | $544,678 |
| AC CARBON CAYMAN LP - 11173 SHS | FMV | $1,104,825 | $1,104,825 |
| ACADIAN INTERNATIONAL SMALL CAP FUND - 118 SHS | FMV | $1,175,225 | $1,175,225 |
| ALPHADYNE INTERNATIONAL FUND, LTD. CLASS 5 A USD SERIES 1 - 795 SHS | FMV | $1,362,703 | $1,362,703 |
| ALUA OFFSHORE FUND LTD. CLASS A SERIES 1 - 1291 SHS | FMV | $1,455,997 | $1,455,997 |
| ALUA OFFSHORE FUND LTD. CLASS A SERIES 1 E 04-2024 - 800 SHS | FMV | $824,260 | $824,260 |
| ALUA OFFSHORE FUND LTD. CLASS S SERIES 2 - 3 SHS | FMV | $801 | $801 |
| ALUA OFFSHORE FUND LTD. CLASS S SERIES 3 - 6 SHS | FMV | $3,649 | $3,649 |
| ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND - 16983 SHS | FMV | $4,036,386 | $4,036,386 |
| ARROWSTREET EMERGING MARKET TRUST FUND - C - 52453 SHS | FMV | $5,175,186 | $5,175,186 |
| ASF VI L.P. - 7 SHS | FMV | $151,021 | $151,021 |
| ASF VII L.P. - 1 SHS | FMV | $401,665 | $401,665 |
| AVANCE INVESTMENT PARTNERS AIV LP - 594658 SHS | FMV | $687,767 | $687,767 |
| AVANCE INVESTMENT PARTNERS, L.P. - 167336 SHS | FMV | $123,383 | $123,383 |
| BANNEKER PARTNERS FUND II, L.P. - 999388 SHS | FMV | $1,108,727 | $1,108,727 |
| BASE10 ADVANCEMENT INITIATIVE II, L.P. - 315000 SHS | FMV | $297,266 | $297,266 |
| BIOPHARMA CREDIT INVESTMENTS V LP - 1258687 SHS | FMV | $1,295,747 | $1,295,747 |
| BLUE DELTA CAPITAL FUND II, LP - 659710 SHS | FMV | $841,340 | $841,340 |
| CARMEL PARTNERS INVESTMENT FUND V, L.P. - 358289 SHS | FMV | $931,248 | $931,248 |
| COATUE OFFSHORE FUND, LTD - 12157 SHS | FMV | $1,662,775 | $1,662,775 |
| CONSILIUM FRONTIER EQUITY FUND, LP - 1100000 SHS | FMV | $2,062,726 | $2,062,726 |
| CRAYHILL PRICIPAL STRATEGIES PARALLEL FUND III LP - 608816 SHS | FMV | $605,746 | $605,746 |
| DARSANA OVERSEAS FUND LTD. - 1500 SHS | FMV | $1,414,690 | $1,414,690 |
| DFA EMERGING MRKTS VALUE - 43301 SHS | FMV | $1,295,144 | $1,295,144 |
| DODGE & COX INTL STOCK FUND - 20563 SHS | FMV | $1,026,087 | $1,026,087 |
| ELLIOTT INTERNATIONAL LIMITED -10TH COMMITMENT - 1008719 SHS | FMV | $1,014,628 | $1,014,628 |
| GARCIA HAMILTON & ASSOCIATES, L.P. - 1090447 SHS | FMV | $1,011,957 | $1,011,957 |
| GLOBAL RESEARCH EQUITY EXTENDED FUND (CAYMAN) LTD. - 2448 SHS | FMV | $3,380,513 | $3,380,513 |
| GQG PARTNERS EMERGING MARKETS EQUITY FUND - 823486 SHS | FMV | $1,416,523 | $1,416,523 |
| HG VORA SPECIAL OPPORTUNITIES FUND, LTD. CLASS A, SUB CLASS - 300 SHS | FMV | $298,911 | $298,911 |
| HG VORA SPECIAL OPPORTUNITIES FUND, LTD. CLASS A, SUB CLASS - 5 SHS | FMV | $20,629 | $20,629 |
| HIMALAYA CAPITAL INVESTORS (OFFSHORE), L.P. - 600000 SHS | FMV | $964,812 | $964,812 |
| HOLOCENE ADVISORS OFFSHORE FUND LTD. CLASS B(E) SERIES 9(201 - 849 SHS | FMV | $1,413,387 | $1,413,387 |
| HOSEN PRIVATE EQUITY III, L.P. - 419372 SHS | FMV | $528,113 | $528,113 |
| HUDSON BAY INTERNATIONAL FUND LTD. AUR T2 - 1235 SHS | FMV | $1,459,734 | $1,459,734 |
| HULL STREET ENERGY PARTNERS I-A, LP - LIMITED PARTNERS - 406504 SHS | FMV | $655,717 | $655,717 |
| HULL STREET ENERGY PARTNERS II (PARALLEL), L.P. - 809242 SHS | FMV | $859,799 | $859,799 |
| ISHARES CORE MSCI EAFE ETF - 654 SHS | FMV | $45,963 | $45,963 |
| ISHARES CORE MSCI EMERGING - 5272 SHS | FMV | $275,304 | $275,304 |
| ISHARES TIPS BOND ETF - 31678 SHS | FMV | $3,375,291 | $3,375,291 |
| KHP STRATEGIC 9 LP - 1288 SHS | FMV | $169,502 | $169,502 |
| KILTEARN GLOBAL EQUITY FUND - 62411 SHS | FMV | $1,683,487 | $1,683,487 |
| KLINE HILL PARTNERS FUND LP - 39071 SHS | FMV | $690,845 | $690,845 |
| KLINE HILL PARTNERS OFFSHORE FUND II LP - 124209 SHS | FMV | $713,088 | $713,088 |
| KLINE HILL PARTNERS OFFSHORE FUND III LP - 145723 SHS | FMV | $840,099 | $840,099 |
| KLINE HILL PARTNERS OPPORTUNITY OFFSHORE FUND III LP - 99956 SHS | FMV | $320,732 | $320,732 |
| L L MORTGAGE FUND LP - 1050000 SHS | FMV | $1,295,597 | $1,295,597 |
| L L STRATEGIC OPPORTUNITIES FUND, L.P. - 236775 SHS | FMV | $258,769 | $258,769 |
| LAURION CAPITAL LTD. CLASS A INITIAL - 185 SHS | FMV | $1,259,665 | $1,259,665 |
| LIME ROCK PARTNERS IV AF, L.P. - 15076 SHS | FMV | $202,464 | $202,464 |
| LONDON - CA INTERNATIONAL EQUITY CEF FUND CAMBRIDGE SUB-SERI - 240609 SHS | FMV | $3,627,786 | $3,627,786 |
| MASSAR MACRO COMMODITY FUND, LTD. TRANCHE B - SUB TRANCHE 1 - 690 SHS | FMV | $1,336,272 | $1,336,272 |
| MATERIAL IMPACT FUND III, L.P. - 150000 SHS | FMV | $126,083 | $126,083 |
| METIS GLOBAL EQUITY INDEX PORTFOLIO - 2007616 SHS | FMV | $2,474,534 | $2,474,534 |
| MEZZACAPPA CREDIT SPECTRUM FUND, LLC - 2396 SHS | FMV | $586 | $586 |
| MFS INSTL INTL EQUITY FUND - 59345 SHS | FMV | $2,007,034 | $2,007,034 |
| NAYA FUND CLASS C SERIES 1 JAN 2013 UNRESTRICTED CA - 5540 SHS | FMV | $1,863,635 | $1,863,635 |
| NS PARTNERS EMERGING MARKETS EQUITY FUND - 3565123 SHS | FMV | $2,979,734 | $2,979,734 |
| ORBIS INSTITUTIONAL INTERNATIONAL EQUITY L.P., BASE RRF C-28 - 140740 SHS | FMV | $3,310,197 | $3,310,197 |
| OVERLOOK PARTNERS FUND, LP - 504470 SHS | FMV | $723,703 | $723,703 |
| P/E GLOBAL LLC - GLOBAL STRATEGY LLC - 317 SHS | FMV | $763,424 | $763,424 |
| PAG CA PARTNERS LP - 523709 SHS | FMV | $881,561 | $881,561 |
| PELICAN ENERGY PARTNERS II LP - 4976 SHS | FMV | $950,019 | $950,019 |
| PELICAN ENERGY PARTNERS III LP - 563506 SHS | FMV | $749,203 | $749,203 |
| POMONA CAPITAL VIII, L.P. - 1 SHS | FMV | $4,258 | $4,258 |
| RENAISSANCE INSTITUTIONAL EQUITIES FUND LLC - SERIES BB - 1053383 SHS | FMV | $2,109,899 | $2,109,899 |
| ROSE GROVE OFFSHORE FUND I, LTD CLASS A NEW ISSUE SERIES 010 - 449 SHS | FMV | $1,156,250 | $1,156,250 |
| RRG GLOBAL PARTNERS FUND - 646659 SHS | FMV | $685,569 | $685,569 |
| RTW INNOVATION OFFSHORE FUND, LTD. - 1000 SHS | FMV | $1,150,723 | $1,150,723 |
| RYDER COURT GLOBAL EMERGING MARKETS OPPORTUNITIES FUND (DST) - 78346 SHS | FMV | $1,300,362 | $1,300,362 |
| SCULPTOR OVERSEAS FUND II, LTD. - 3 SHS | FMV | $1,351 | $1,351 |
| SIRIS PARTNERS IV, L.P. - 786757 SHS | FMV | $891,437 | $891,437 |
| STELLEX CAPITAL PARTNERS III-A LP - 131733 SHS | FMV | $131,733 | $131,733 |
| STEPSTONE VC GLOBAL PARTNERS VI, L.P. - 1110879 SHS | FMV | $4,032,962 | $4,032,962 |
| STEPSTONE VC GLOBAL PARTNERS VII-B, L.P. - 1080674 SHS | FMV | $1,918,486 | $1,918,486 |
| SUNRISE CAPITAL IV, L.P. - 669287 SHS | FMV | $517,561 | $517,561 |
| SUSTAINABLE ASSET FUND II, LP - 607820 SHS | FMV | $1,019,567 | $1,019,567 |
| TELEGRAPH HILL PARTNERS III, L.P. - 822110 SHS | FMV | $606,128 | $606,128 |
| TELEGRAPH HILL PARTNERS IV, L.P. - 614233 SHS | FMV | $860,483 | $860,483 |
| THE CHILDREN'S INVESTMENT FUND CLASS H1 USD NEW ISSUES 14-12 - 9000 SHS | FMV | $1,923,570 | $1,923,570 |
| TIGER GLOBAL LONG OPPORTUNITIES, LTD. CLASS A SUB-CLASS ONE - 10000 SHS | FMV | $798,414 | $798,414 |
| TWO SIGMA ACTIVE EXTENSION U.S. ALL CAP EQUITY CAYMAN FUND, - 583 SHS | FMV | $3,799,390 | $3,799,390 |
| VANGUARD S&P 500 ETF - 717 SHS | FMV | $386,327 | $386,327 |
| VARADERO INTERNATIONAL, LTD. CLASS A-1 - SERIES INITIAL - 767 SHS | FMV | $2,671,626 | $2,671,626 |
| VISTRIA FUND V (FT), LP - 426937 SHS | FMV | $416,963 | $416,963 |
| VOLITION CAPITAL FUND III, L.P. - 671613 SHS | FMV | $705,477 | $705,477 |
| VOLITION CAPITAL FUND IV, L.P. - 636635 SHS | FMV | $1,040,817 | $1,040,817 |
| VOLITION CAPITAL SELECT FUND I, L.P. - 232980 SHS | FMV | $273,003 | $273,003 |
| VOLORIDGE FUND, LTD. - CLASS B - SERIES INITIAL - 924 SHS | FMV | $1,778,098 | $1,778,098 |
| W PRIME PARTNERS IV-A, L.P. - 189478 SHS | FMV | $309,735 | $309,735 |
| W PRIME PARTNERS V-A, L.P. - 598825 SHS | FMV | $657,872 | $657,872 |
| WGI EMERGING MARKETS FUND, LLC - 15460 SHS | FMV | $738,064 | $738,064 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $17,358 | LegalFeesAmt |
| Net Investment Income | $1,104 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,148 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RIGHT OF USE ASSET - OPERATING LEASES | $846,026 | $759,000 | $759,000 |
| PROGRAM RELATED INVESTMENT | $0 | $250,000 | $250,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES | $9,742 | $2,209 | $6,439 |
| TELEPHONE AND IT | $52,735 | $3,353 | $49,382 |
| RENTAL EQUIPMENT | $6,234 | $0 | $6,231 |
| BOARD EXPENSES | $108,113 | $23,754 | $71,121 |
| INSURANCE | $8,971 | $0 | $8,971 |
| PROGRAM INITIATIVES | $1,372,008 | $0 | $1,287,888 |
| POSTAGE | $251 | $0 | $251 |
| OFFICE SERVICES AND SUPPLIES | $7,286 | $0 | $7,233 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| SHAREHOLDER SETTLEMENT INCOME | $355 | $355 | $355 |
| PARTNERSHIP INVESTMENT INCOME | $346,119 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $1,191,897 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAX LIABILITY | $345,000 | $381,000 |
| RIGHT OF USE LIABILITY - OPERATING LEASES | $786,490 | $637,330 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $82,587 | $5,251 | $60,088 |
| INVESTMENT FEES | $1,060,027 | $1,060,027 | $0 |
| EXPENSES ALLOCATED TO FORM 990-T | $0 | -$109,138 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $0 | $135,679 | $0 |
| EXCISE TAXES | $75,431 | $0 | $0 |