VALLEY COMMUNITY FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- VALLEY COMMUNITY FOUNDATION INC (EIN 84-1637102)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349315609
- 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 | 2025-11-17T14:29:01-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 RESEARCH DRIVE SUITE 450 | AddressLine1Txt |
| City | SHELTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06484 | 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 | 841637102 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VALLEY COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VALL | BusinessNameControlTxt |
| Phone | 2037772386 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 253-A ELIZABETH STREET | AddressLine1Txt |
| City | DERBY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06418 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON L CLOSIUS | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2037519162 | PhoneNum |
| Signature | 2025-11-17 | 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 | MARY-EVELYN ANTONETTI | PreparerPersonNm |
| PTIN | P00431862 | PTIN |
| Phone | 2033665876 | PhoneNum |
| Preparation | 2025-11-17 | 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 | SHARON L CLOSIUS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 253-A ELIZABETH STREET | AddressLine1Txt |
| City | DERBY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06418 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,734,660 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.VALLEYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | TO INSPIRE PHILANTHROPIC GROWTH, PROVIDE AND FOSTER LEADERSHIP, ENGAGE DONORS, AND STRENGTHEN THE VALLEY COMMUNITY BOTH NOW AND FOR FUTURE GENERATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,298,746 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,044,172 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $909,941 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,288,117 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,208,687 | PYTotalRevenueAmt |
| CY Total Revenue | $3,332,289 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,802,577 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,827,649 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $628,893 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $655,699 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $221,789 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $670,586 | PYOtherExpensesAmt |
| CY Other Expenses | $501,284 | CYOtherExpensesAmt |
| PY Total Expenses | $3,102,056 | PYTotalExpensesAmt |
| CY Total Expenses | $2,984,632 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $106,631 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $347,657 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,340,178 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,623,680 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,290,320 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,848,191 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $23,049,858 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,775,489 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO INSPIRE PHILANTHROPIC GROWTH, PROVIDE AND FOSTER LEADERSHIP, ENGAGE DONORS, AND STRENGTHEN THE VALLEY COMMUNITY BOTH NOW AND FOR FUTURE GENERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $432,297 | ExpenseAmt |
| Grant | $312,906 | GrantAmt |
| Desc | CIVIC VITALITY: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE CIVIC VITALITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $806,503 | ExpenseAmt |
| Grant | $567,757 | GrantAmt |
| Desc | HEALTH: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT ENSURE HEALTH AND WELLNESS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $494,681 | ExpenseAmt |
| Grant | $348,242 | GrantAmt |
| Desc | EDUCATION: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROVIDE QUALITY EDUCATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)
| ExpenseExpenseAmt | GrantGrantAmt | DescDesc |
|---|---|---|
| $132,583 | $93,335 | ARTS AND CULTURE: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE ARTS AND CULTURE. |
| $243,383 | $171,335 | BASIC NEEDS: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE BASIC HUMAN NEEDS. |
| $205,525 | $144,685 | ECONOMIC SUCCESS: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE REGIONAL ECONOMIC SUCCESS. |
| $192,132 | $135,256 | YOUTH: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE HEALTHY YOUTH DEVELOPMENT. |
| $76,897 | $54,133 | ENVIRONMENT: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE PROTECTION OF THE ENVIRONMENT. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $850,520 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $598,744 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $2,584,001 | 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 | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCIE MONACO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2037772386 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 AUDUBON STREET | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| WILLIAM GINSBERG | |||||||
| DIRECTOR (LEFT 12/2024) | 1.00 | 40.00 | Yes (X) | $0 | $557,085 | $79,563 | |
| KAREN DUBOIS-WALTON | |||||||
| DIRECTOR (LEFT 11/2024) | 1.00 | 40.00 | Yes (X) | $0 | $54,543 | $5,975 | |
| NANCY VALENTINE | |||||||
| BOARD CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ALETA MINER | |||||||
| VICE-CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TAMMY BURRELL | |||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PATRICIA TARASOVIC | |||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MARK D GOUMAS | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER GRIZZLE | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TERRY JONES | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JACK WALSH | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NED MILLER | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GREG STAMOS | |||||||
| DIRECTOR (LEFT 12/2024) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BEVON MCLEAN | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SHARON CLOSIUS | |||||||
| PRESIDENT & CEO | 40.00 | 0.00 | $185,893 | $0 | $28,864 | Yes (X) | |
| MARCIE MONACO | |||||||
| CHIEF FINANCIAL OFFICER | 10.00 | 0.00 | $0 | $149,142 | $13,091 | Yes (X) | |
| WENDY GAMBA | |||||||
| CHIEF FINANCIAL OFFICER (LEFT 1/24) | 1.00 | 37.50 | $0 | $229,925 | $38,955 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $185,893 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $990,695 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $166,448 | 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 |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,288,552 | RelatedOrganizationsAmt |
| All Other Contributions | $755,620 | AllOtherContributionsAmt |
| Noncash Contributions | $103,282 | NoncashContributionsAmt |
| Total Contributions | $2,044,172 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $245,910 | TotalRevenueColumnAmt |
| Exclusion | $245,910 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,444,578 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,402,371 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,042,207 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,042,207 | TotalRevenueColumnAmt |
| Exclusion | $1,042,207 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,332,289 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,288,117 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,827,649 | TotalAmt |
| Program Services | $1,827,649 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,257 | TotalAmt |
| Program Services | $135,366 | ProgramServicesAmt |
| Management And General | $31,239 | ManagementAndGeneralAmt |
| Fundraising | $41,652 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,228 | TotalAmt |
| Program Services | $199,049 | ProgramServicesAmt |
| Management And General | $45,934 | ManagementAndGeneralAmt |
| Fundraising | $61,245 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,123 | TotalAmt |
| Program Services | $15,680 | ProgramServicesAmt |
| Management And General | $3,618 | ManagementAndGeneralAmt |
| Fundraising | $4,825 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,096 | TotalAmt |
| Program Services | $53,362 | ProgramServicesAmt |
| Management And General | $12,315 | ManagementAndGeneralAmt |
| Fundraising | $16,419 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,995 | TotalAmt |
| Program Services | $22,747 | ProgramServicesAmt |
| Management And General | $5,249 | ManagementAndGeneralAmt |
| Fundraising | $6,999 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,540 | TotalAmt |
| Program Services | $178,897 | ProgramServicesAmt |
| Management And General | $41,598 | ManagementAndGeneralAmt |
| Fundraising | $55,045 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $625 | TotalAmt |
| Management And General | $625 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Management And General | $15,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,343 | TotalAmt |
| Program Services | $20,425 | ProgramServicesAmt |
| Management And General | $144 | ManagementAndGeneralAmt |
| Fundraising | $4,774 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,137 | TotalAmt |
| Program Services | $34,264 | ProgramServicesAmt |
| Management And General | $5,946 | ManagementAndGeneralAmt |
| Fundraising | $7,927 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,139 | TotalAmt |
| Program Services | $11,140 | ProgramServicesAmt |
| Management And General | $2,571 | ManagementAndGeneralAmt |
| Fundraising | $3,428 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,342 | TotalAmt |
| Program Services | $5,424 | ProgramServicesAmt |
| Management And General | $1,249 | ManagementAndGeneralAmt |
| Fundraising | $1,669 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,080 | TotalAmt |
| Program Services | $28,002 | ProgramServicesAmt |
| Management And General | $6,462 | ManagementAndGeneralAmt |
| Fundraising | $8,616 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35 | TotalAmt |
| Program Services | $23 | ProgramServicesAmt |
| Management And General | $5 | ManagementAndGeneralAmt |
| Fundraising | $7 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,350 | TotalAmt |
| Program Services | $31,908 | ProgramServicesAmt |
| Management And General | $3,618 | ManagementAndGeneralAmt |
| Fundraising | $4,824 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,949 | TotalAmt |
| Program Services | $7,881 | ProgramServicesAmt |
| Management And General | $458 | ManagementAndGeneralAmt |
| Fundraising | $610 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,971 | TotalAmt |
| Program Services | $4,531 | ProgramServicesAmt |
| Management And General | $1,046 | ManagementAndGeneralAmt |
| Fundraising | $1,394 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES AND FEES | $5,855 | $3,806 | $878 | $1,171 |
| PROFESSIONAL DEVELOPMEN | $4,866 | $3,163 | $730 | $973 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,052 | TotalAmt |
| Program Services | $684 | ProgramServicesAmt |
| Management And General | $157 | ManagementAndGeneralAmt |
| Fundraising | $211 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,984,632 | TotalAmt |
| Program Services | $2,584,001 | ProgramServicesAmt |
| Management And General | $178,842 | ManagementAndGeneralAmt |
| Fundraising | $221,789 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,099 | BOYAmt |
| EOY | $338,632 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $907,913 | BOYAmt |
| EOY | $361,695 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750,000 | BOYAmt |
| EOY | $7,686 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $213,306 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $199,163 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,893 | BOYAmt |
| EOY | $14,143 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,680,151 | BOYAmt |
| EOY | $6,986,843 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,761,195 | BOYAmt |
| EOY | $31,763,771 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,927 | BOYAmt |
| EOY | $150,910 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,340,178 | BOYAmt |
| EOY | $39,623,680 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,701 | BOYAmt |
| EOY | $59,637 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $247,555 | BOYAmt |
| EOY | $216,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,993,064 | BOYAmt |
| EOY | $14,572,554 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,290,320 | BOYAmt |
| EOY | $14,848,191 | 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 | $23,049,858 | BOYAmt |
| EOY | $24,775,489 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,049,858 | BOYAmt |
| EOY | $24,775,489 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,340,178 | BOYAmt |
| EOY | $39,623,680 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $347,657 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,533,938 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,155,964 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,986,133 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,740,512 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,221,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,298,746 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,044,172 | CurrentTaxYearAmt |
| Total | $13,290,645 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,986,133 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,740,512 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,221,082 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,298,746 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,044,172 | CurrentTaxYearAmt |
| Total | $13,290,645 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $453,811 | SubstantialContributorsTotAmt |
| Public Support Total170 | $12,836,834 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $328,255 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $386,735 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $385,618 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $172,693 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $245,506 | CurrentTaxYearAmt |
| Total | $1,518,807 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,809,452 | TotalSupportAmt |
| Public Support CY170 | 0.86680 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86660 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | 82 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 211 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $281,150 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $1,179,174 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $295,698 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $1,824,669 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $12,082,730 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $27,112,903 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $213,306 | OtherCostOrOtherBasisAmt |
| Depreciation | $199,163 | DepreciationAmt |
| Book Value | $14,143 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,143 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $31,763,771 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $31,763,771 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OPERATING LEASE LIABILITY | $152,410 |
| ORGANIZATION FUNDS | $14,420,144 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,572,554 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $4,434,723 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,533,938 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,155,964 | OtherRevenueAmt |
| Revenue Not Reported | $1,377,974 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,056,749 | RevenueSubtotalAmt |
| Other Revenues Not Included | $275,540 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $275,540 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,332,289 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,709,092 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,709,092 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $275,540 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $275,540 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,984,632 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | MARKET RETURN - ORGANIZATION FUNDS -1,155,964. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | MANAGEMENT FEE 275,540. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | MANAGEMENT FEE 275,540. |
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 - ANTIGUA & BARBUDA, ARUBA, BAHAMAS | 0 | 0 | INVESTMENTS | $12,436,034 |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | 0 | 0 | INVESTMENTS | $213,120 |
| 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 | $12,649,154 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $12,649,154 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | FMV IS USED FOR INVESTMENTS |
| PART I, LINE 3: | THE FOREIGN INVESTMENTS ARE REPORTED AT FAIR MARKET VALUE. THE EXPENDITURES ARE REPORTED ON THE ACCRUAL BASIS. |
| PART I, LINE 1: | FUNDS ARE DONOR DESIGNATED AND THERE IS A USE OF GRANT REMITTANCE FORM. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (45 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| ADAM WYSOTA FOUNDATION | ||||||||
| 241 CORAM AVE | SHELTON | CT | 06484 | 462047680 | 501(C)(3) | $10,000 | $0 | TO PROVIDE GENERAL OPERATING SUPPORT FOR THE VALLEY. |
| AGENCY ON AGING OF SOUTH CENTRAL CONNECTICUT INC | ||||||||
| 117 WASHINGTON AVE | NORTH HAVEN | CT | 06473 | 060915531 | 501(C)(3) | $10,000 | $0 | TO PROVIDE MONTHLY, HOME DELIVERED GROCERIES TO LOW INCOME OLDER ADULTS AND PEOPLE WITH DISABILITIES LIVING IN THE VALLEY. |
| ANSONIA HIGH SCHOOL | ||||||||
| 20 PULASKI HIGHWAY | ANSONIA | CT | 06401 | ANSONIA | $5,495 | $0 | AWARDED TO A DESERVING STUDENT WHO HAS BEEN ACCEPTED AND WILL ENROLL IN A FOUR-YEAR PROGRAM AT AN ACCREDITED COLLEGE OR UNIVERSITY OUTSIDE THE STATE OF CONNECTICUT. | |
| AREA CONGREGATIONS TOGETHER INC | ||||||||
| 30 TODD RD | SHELTON | CT | 06484 | 222653859 | 501(C)(3) | $45,000 | $0 | FOR GREAT GIVE,GENERAL OPERATING SUPPORT |
| BEST BUDDIES CONNECTICUT | ||||||||
| 74 VINE ST | NEW BRITAIN | CT | 06052 | 521614576 | 501(C)(3) | $10,000 | $0 | TO SUPPORT AND EXPAND THE FRIENDSHIP, CITIZEN'S, AND LEADERSHIP DEVELOPMENT PROGRAMS IN THE VALLEY. |
| BHCARE | ||||||||
| 127 WASHINGTON AVE | NORTH HAVEN | CT | 06473 | 222598799 | 501(C)(3) | $140,000 | $0 | GREAT GIVE, UMBRELLA CENTER FOR DOMESTIC VIOLENCE SERVICES (UCDVS), GENERAL OPERATING SUPPORT |
| BOYS & GIRLS CLUB OF THE LOWER NAUGATUCK VALLEY | ||||||||
| 1 POSITIVE PL | SHELTON | CT | 06484 | 060653185 | 501(C)(3) | $51,182 | $0 | TO PROVIDE GENERAL OPERATING SUPPORT. |
| CARTIE | ||||||||
| 326 NAVAJO LOOP | SHELTON | CT | 06484 | 501(C)(3) | $9,750 | $0 | TO PROVIDE GENERAL OPERATING SUPPORT IN THE VALLEY | |
| CENTER STAGE THEATRE INC | ||||||||
| 54 GROVE ST | SHELTON | CT | 06484 | 205697112 | 501(C)(3) | $20,000 | $0 | TO PROVIDE GENERAL OPERATING SUPPORT. |
| CENTRAL CONNECTICUT COAST YMCA | ||||||||
| 1240 CHAPEL ST | NEW HAVEN | CT | 06511 | 060662195 | 501(C)(3) | $13,000 | $0 | TO PROVIDE GENERAL OPERATING SUPPORT FOR THE VALLEY YMCA. |
| CHRIST EPISCOPAL CHURCH | ||||||||
| 56 SOUTH CLIFF ST | ANSONIA | CT | 06401 | 060647005 | 501(C)(3) | $33,000 | $0 | TO PROVIDE GENERAL OPERATING SUPPORT FOR THE KATHLEEN C.B. SAMELA MEMORIAL FOOD PANTRY. |
| CORNELL SCOTT HILL HEALTH CORPORATION | ||||||||
| 400-428 COLUMBUS AVE | NEW HAVEN | CT | 06519 | 060870990 | 501(C)(3) | $10,000 | $0 | TO PROVIDE GENERAL OPERATING SUPPORT FOR THE VALLEY. |
| DERBY PUBLIC LIBRARY | ||||||||
| 313 ELIZABETH ST | DERBY | CT | 064181599 | 066001869 | 501(C)(3) | $35,000 | $0 | ENDOWMENT DISTRIBUTION |
| ECHO HOSE HOOK AND LADDER VOLUNTEER AMBULANCE CORPS INC | ||||||||
| 100 MEADOW ST | SHELTON | CT | 06484 | 066040426 | 501(C)(3) | $45,000 | $0 | TO PROVIDE GENERAL OPERATING SUPPORT. |
| GLOBAL PEHT CORP | ||||||||
| 50 QUALITY ST | TRUMBULL | CT | 068070023 | 812175815 | 501(C)(3) | $6,000 | $0 | TO SUPPORT THE EMERGENCY CARE TO SURVIVORS OF HUMAN TRAFFICKING IN THE SHELTON COMMUNITY. |
| GRIFFIN HOSPITAL | ||||||||
| 130 DIVISION ST | DERBY | CT | 06418 | 060647014 | 501(C)(3) | $18,286 | $0 | TO SUPPRT PROGRAMS ADVANCING EDUCATION ABOUT AND TREATMENT OF MEN'S HEALTH ISSUES, PRIMARILY TO INCLUDE BUT NOT LIMITED TO PROSTATE CANCER, COLON CANCER AND RELATED ISSUES |
| HAVEN'S HARVEST | ||||||||
| PO BOX 133 | NEW HAVEN | CT | 06513 | 850627932 | 501(C)(3) | $10,000 | $0 | TO SUPPORT BIMBO OUTLET IN NAUGATUCK TO RECEIVE AND REDISTRIBUTE THEIR DONATIONS |
| HOPE COUNSELING AND BEHAVIORAL HEALTH CENTER | ||||||||
| 183 HOWE AVE | SHELTON | CT | 06484 | 061072598 | 501(C)(3) | $10,000 | $0 | TO PROVIDE GENERAL OPERATING SUPPORT. |
| HOUSATONIC COUNCIL BOY SCOUTS OF AMERICA | ||||||||
| 111 NEW HAVEN AVE | DERBY | CT | 06418 | 060646676 | 501(C)(3) | $19,500 | $0 | TO PROVIDE GENERAL OPERATING SUPPORT. |
| JULIA DAY NURSERY OF ANSONIA INC | ||||||||
| 76 CENTRAL ST | ANSONIA | CT | 06401 | 066000450 | 501(C)(3) | $20,000 | $0 | TO PROVIDE GENERAL OPERATING SUPPORT. |
| JUNIOR ACHIEVEMENT OF GREATER FAIRFIELD COUNTY | ||||||||
| 835 MAIN ST | BRIDGEPORT | CT | 06604 | 060644315 | 501(C)(3) | $25,000 | $0 | TO PROVIDE GENERAL OPERATING SUPPORT FOR THE VALLEY. |
| LIFE HEALTH AND WELLNESS CENTER INC | ||||||||
| 195 NORTH MAIN ST | ANSONIA | CT | 06401 | 821934843 | 501(C)(3) | $19,500 | $0 | TO PROVIDE GENERAL OPERATING SUPPORT. |
| LITERACY VOLUNTEERS OF GREATER NEW HAVEN | ||||||||
| 5 SCIENCE PARK | NEW HAVEN | CT | 06511 | 060968986 | 501(C)(3) | $10,000 | $0 | TO SUPPORT FREE LITERACY TUTORING PROGRAMS FOR ADULTS FROM ANSONIA, DERBY, SEYMOUR, AND SHELTON. |
| MASSARO COMMUNITY FARM INC | ||||||||
| 41 FORD RD | WOODBRIDGE | CT | 06525 | 264310293 | 501(C)(3) | $6,500 | $0 | TO PROVIDE GENERAL OPERATING SUPPORT FOR THE VALLEY. |
| MOVING WITH HOPE | ||||||||
| 18 CENTER ST | SHELTON | CT | 06484 | 271753984 | 501(C)(3) | $10,000 | $0 | TO SUPPORT THE "MWH SHELTON EXPANSION" PROJECT |
| NEW HAVEN SYMPHONY ORCHESTRA | ||||||||
| 4 HAMILTON ST | NEW HAVEN | CT | 06511 | 066000592 | 501(C)(3) | $10,000 | $0 | TO SUPPORT THE SHELTON POPS SERIES. |
| ONLINE JOURNALISM PROJECT INC | ||||||||
| 51 ELM ST | NEW HAVEN | CT | 06510 | 203296979 | 501(C)(3) | $25,000 | $0 | TO PROVIDE GENERAL OPERATING SUPPORT FOR THE THE VALLEY INDEPENDENT SENTINEL. |
| OPERATION FUEL INC | ||||||||
| 75 CHARTER OAK AVE | HARTFORD | CT | 06106 | 061253091 | 501(C)(3) | $10,000 | $0 | TO SUPPORT EMERGENCY ENERGY DISTRIBUTION IN THE TOWNS OF ANSONIA, DERBY, OXFORD, SEYMOUR, AND SHELTON. |
| SALVATION ARMY GREATER VALLEY CORPS | ||||||||
| 26 LESTER ST | ANSONIA | CT | 06401 | 135562351 | 501(C)(3) | $20,000 | $0 | TO PROVIDE GENERAL OPERATING SUPPORT. |
| SEYMOUR AMBULANCE ASSOCIATION | ||||||||
| 4 WAKELEY ST | SEYMOUR | CT | 06483 | 237359084 | 501(C)(3) | $12,000 | $0 | TO SUPPORT A REPLACEMENT FOR A PORTABLE RADIO THAT WAS DESTROYED DURING THE FLASH FLOOD ON AUGUST 18TH 2024. |
| SHELBURNE FARMS | ||||||||
| 1611 HARBOR RD | SHELBURNE | CT | 05482 | 030229347 | 501(C)(3) | $20,000 | $0 | TO SUPPORT THE CAMPAIGN FOR SHELBURNE FARMS. TERRY ASKED THAT IT BE NOTED THAT $5,000 OF THIS GRANT IS FROM PRIZE THE JONES FAMILY FARMS RECEIVED FOR WINNING THE 2023 LEOPOLD CONSERVATION AWARD |
| SHELTON ECONOMIC DEVELOPMENT CORPORATION | ||||||||
| 25 BROOK ST | SHELTON | CT | 06484 | 061092685 | 501(C)(3) | $15,000 | $0 | TO PROVIDE GENERAL OPERATING SUPPORT. |
| SHELTON HIGH SCHOOL | ||||||||
| 120 MEADOW ST | SHELTON | CT | 06484 | 274802342 | SHELTON | $24,229 | $0 | ENHANCE TEACHING OF SCIENCE AS INSTRUCTED BY HEADMASTER |
| SHELTON HIGH SCHOOL ROBOTICS TEAM | ||||||||
| SHELTON HIGH SCHOOL | SHELTON | CT | 06484 | 271054942 | 501(C)(3) | $6,360 | $0 | TO SPREAD STEM AWARENESS |
| SHELTON HISTORICAL SOCIETY INC | ||||||||
| PO BOX 2155 | SHELTON | CT | 06484 | 061442022 | 501(C)(3) | $14,950 | $0 | TO PROVIDE GENERAL OPERATING SUPPORT. |
| ST VINCENT DE PAUL OF THE VALLEY | ||||||||
| 237 ROOSEVELT DR | DERBY | CT | 06418 | 061315760 | 501(C)(3) | $20,800 | $0 | TO PROVIDE GENERAL OPERATING SUPPORT. |
| STORM ENGINE COMPANY AMBULANCE CORPS INC | ||||||||
| 151 OLIVIA ST | DERBY | CT | 06418 | 066078118 | 501(C)(3) | $28,560 | $0 | TO PROVIDE GENERAL OPERATING SUPPORT. |
| SUSANNA WESLEY SCHOOL | ||||||||
| 338 WALNUT TREE HILL RD | SHELTON | CT | 06484 | 060851516 | 501(C)(3) | $16,750 | $0 | TUITION SCHOLARSHIPS ($8,500) AND CAPITAL IMPROVEMENT PROJECT SUPPORT ($3,000) |
| TEAM INC | ||||||||
| 30 ELIZABETH ST | DERBY | CT | 06418 | 060835182 | 501(C)(3) | $142,500 | $0 | GAIN PROGRAM - TO FILL FUNDING GAPS |
| TRAVELER ON A MISSION | ||||||||
| PO BOX 597 | ANSONIA | CT | 06401 | 842357564 | 501(C)(3) | $6,500 | $0 | TO PROVIDE GENERAL OPERATING SUPPORT. |
| UNIVERSITY OF CONNECTICUT | ||||||||
| 233 GLENBROOK RD | STORRS | CT | 062694100 | 060772160 | 501(C)(3) | $9,200 | $0 | SCHOLARSHIP/STOCKER, JENNIFER-MARIE |
| UNIVERSITY OF NEW HAVEN | ||||||||
| 300 BOSTON POST RD | WEST HAVEN | CT | 06516 | 060761704 | 501(C)(3) | $9,903 | $0 | TO SUPPORT THE FREY HERSHEY SCHOLARSHIP FUND |
| VALLEY EMERGENCY MEDICAL SERVICES | ||||||||
| 764 DERBY AVE | SEYMOUR | CT | 06483 | 222483894 | 501(C)(3) | $40,000 | $0 | TO SUPPORT THE PURCHASE OF A REPLACEMENT HEART MONITOR |
| VALLEY SHAKESPEARE FESTIVAL | ||||||||
| 415 HOWE AVE 116 | SHELTON | CT | 06484 | 462147617 | 501(C)(3) | $20,000 | $0 | TO PROVIDE GENERAL OPERATING SUPPORT. |
| YALE NEW HAVEN HOSPITAL SAINT RAPHAEL CAMPUS | ||||||||
| 20 YORK ST | NEW HAVEN | CT | 06510 | 060646652 | 501(C)(3) | $6,182 | $0 | FOR GENERAL PURPOSES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 43 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE AMOUNTS REPORTED ON SCHEDULE I ARE ASSISTANCE TO SUPPORT LOCAL GOVERNMENT DEPARTMENTS AND 501(C)(3) ORGANIZATIONS. DUE TO THE NATURE OF THESE PAYMENTS TO TRUSTEE GRANTEES, ELIGIBILITY DETERMINATION AND POST-GRANT MONITORING IS NOT APPLICABLE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WILLIAM GINSBERG | ||||||||||||||
| DIRECTOR (LEFT 12/2024) | $0 | $489,958 | $0 | $58,856 | $0 | $8,271 | $0 | $44,567 | $0 | $34,996 | $0 | $636,648 | $0 | $0 |
| WENDY GAMBA | ||||||||||||||
| CHIEF FINANCIAL OFFICER (LEFT 1/24) | $0 | $229,659 | $0 | $0 | $0 | $266 | $0 | $18,394 | $0 | $20,561 | $0 | $268,880 | $0 | $0 |
| SHARON CLOSIUS | ||||||||||||||
| PRESIDENT & CEO | $177,140 | $0 | $7,000 | $0 | $1,753 | $0 | $14,871 | $0 | $13,993 | $0 | $214,757 | $0 | $0 | $0 |
| MARCIE MONACO | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $0 | $149,002 | $0 | $0 | $0 | $140 | $0 | $11,931 | $0 | $1,160 | $0 | $162,233 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7: | FormAndLineReferenceDesc |
| Explanation | BONUSES ARE AWARDED BASED ON THE ACHIEVEMENT OF SPECIFIC PERFORMANCE GOALS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $103,282 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT REPORTED IN PART I(B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | UNDER THE AFFILIATION AGREEMENT BETWEEN THE VALLEY COMMUNITY FOUNDATION, INC. (THE FOUNDATION) AND THE COMMUNITY FOUNDATION, THE COMMUNITY FOUNDATION'S TAX EXEMPT CORPORATION, THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN, INC. PERFORMS THE INVESTMENT MANAGEMENT SERVICES TO THE FOUNDATION FOR ALL OF ITS PERMANENT COMPONENT AND NONPERMANENT CHARITABLE ASSETS. IN ADDITION THE COMMUNITY FOUNDATION PROVIDES FINANCIAL, HUMAN RESOURCES, PROGRAMMATIC, AND DEVELOPMENT STAFF EXPERTISE TO SUPPLEMENT THE VALLEY COMMUNITY FOUNDATION'S STAFF WORK. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 AND AUDITED FINANCIAL STATEMENTS ARE REVIEWED BY THE AUDIT COMMITTEE, JOINTLY CONVENED WITH THE AFFILIATE, AND THE BOARD OF DIRECTORS BEFORE RELEASE AND SUBMISSION TO THE SERVICE AND THE GENERAL PUBLIC. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL STAFF AND BOARD MEMBERS MUST SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY TO UPDATE ANY EXISTING AFFILIATIONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMPENSATION ANALYSIS WAS PERFORMED BY AN OUTSIDE CONSULTING FIRM. THE ANALYSIS WAS ADOPTED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE CEO PERFORMANCE IS REVIEWED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE OR UPON REQUEST. GOVERNING DOCUMENTS AND THE COI POLICY ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | MARKET RETURN - ORGANIZATION FUNDS -1,155,964. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 AUDUBON STREET | AddressLine1Txt |
| City | NEW HAVEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066032106 | EIN |
| Primary Activities | TO CREATE POSITIVE AND SUSTAINABLE CHANGE IN GREATER NEW HAVEN | PrimaryActivitiesTxt |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Exempt Code Section | 501 (C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 8 | PublicCharityStatusTxt |
| 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 | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | 0 | 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 COMMUNITY FOUNDATION FOR GREATER NEW HAVEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $1,288,552 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |