2025-11-17T14:29:01-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 6 RESEARCH DRIVE SUITE 450 SHELTON CT 06484 990 2024-01-01 841637102 THE VALLEY COMMUNITY FOUNDATION INC VALL 2037772386 253-A ELIZABETH STREET DERBY CT 06418 SHARON L CLOSIUS PRESIDENT & CEO 2037519162 2025-11-17 1 1 MARY-EVELYN ANTONETTI P00431862 2033665876 2025-11-17 2024 2025-03-06 01:10:19Z SHARON L CLOSIUS 253-A ELIZABETH STREET DERBY CT 06418 19734660 0 X WWW.VALLEYFOUNDATION.ORG X 2004 CT TO INSPIRE PHILANTHROPIC GROWTH, PROVIDE AND FOSTER LEADERSHIP, ENGAGE DONORS, AND STRENGTHEN THE VALLEY COMMUNITY BOTH NOW AND FOR FUTURE GENERATIONS. 10 10 5 15 0 0 2298746 2044172 0 0 909941 1288117 0 0 3208687 3332289 1802577 1827649 0 0 628893 655699 0 0 221789 670586 501284 3102056 2984632 106631 347657 36340178 39623680 13290320 14848191 23049858 24775489 X TO INSPIRE PHILANTHROPIC GROWTH, PROVIDE AND FOSTER LEADERSHIP, ENGAGE DONORS, AND STRENGTHEN THE VALLEY COMMUNITY BOTH NOW AND FOR FUTURE GENERATIONS. 0 0 432297 312906 CIVIC VITALITY: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE CIVIC VITALITY. 806503 567757 HEALTH: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT ENSURE HEALTH AND WELLNESS. 494681 348242 EDUCATION: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROVIDE QUALITY EDUCATION. 132583 93335 ARTS AND CULTURE: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE ARTS AND CULTURE. 243383 171335 BASIC NEEDS: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE BASIC HUMAN NEEDS. 205525 144685 ECONOMIC SUCCESS: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE REGIONAL ECONOMIC SUCCESS. 192132 135256 YOUTH: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE HEALTHY YOUTH DEVELOPMENT. 76897 54133 ENVIRONMENT: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE PROTECTION OF THE ENVIRONMENT. 850520 598744 2584001 1 1 0 0 0 1 0 0 0 0 1 1 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 9 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X MARCIE MONACO 2037772386 70 AUDUBON STREET NEW HAVEN CT 06510 WILLIAM GINSBERG DIRECTOR (LEFT 12/2024) 1.00 40.00 X 0 557085 79563 KAREN DUBOIS-WALTON DIRECTOR (LEFT 11/2024) 1.00 40.00 X 0 54543 5975 NANCY VALENTINE BOARD CHAIR 1.00 0.00 X X 0 0 0 ALETA MINER VICE-CHAIR 1.00 0.00 X X 0 0 0 TAMMY BURRELL TREASURER 1.00 0.00 X X 0 0 0 PATRICIA TARASOVIC SECRETARY 1.00 0.00 X X 0 0 0 MARK D GOUMAS DIRECTOR 1.00 0.00 X 0 0 0 CHRISTOPHER GRIZZLE DIRECTOR 1.00 0.00 X 0 0 0 TERRY JONES DIRECTOR 1.00 1.00 X 0 0 0 JACK WALSH DIRECTOR 1.00 0.00 X 0 0 0 NED MILLER DIRECTOR 1.00 0.00 X 0 0 0 GREG STAMOS DIRECTOR (LEFT 12/2024) 1.00 0.00 X 0 0 0 BEVON MCLEAN DIRECTOR 1.00 0.00 X 0 0 0 SHARON CLOSIUS PRESIDENT & CEO 40.00 0.00 X 185893 0 28864 MARCIE MONACO CHIEF FINANCIAL OFFICER 10.00 0.00 X 0 149142 13091 WENDY GAMBA CHIEF FINANCIAL OFFICER (LEFT 1/24) 1.00 37.50 X 0 229925 38955 185893 990695 166448 1 0 1 0 0 1288552 755620 103282 2044172 245910 245910 17444578 16402371 1042207 1042207 1042207 3332289 0 0 1288117 1827649 1827649 208257 135366 31239 41652 306228 199049 45934 61245 24123 15680 3618 4825 82096 53362 12315 16419 34995 22747 5249 6999 275540 178897 41598 55045 625 625 15000 15000 25343 20425 144 4774 48137 34264 5946 7927 17139 11140 2571 3428 8342 5424 1249 1669 43080 28002 6462 8616 35 23 5 7 40350 31908 3618 4824 8949 7881 458 610 6971 4531 1046 1394 DUES AND FEES 5855 3806 878 1171 PROFESSIONAL DEVELOPMEN 4866 3163 730 973 1052 684 157 211 2984632 2584001 178842 221789 54099 338632 907913 361695 750000 7686 213306 199163 19893 14143 11680151 6986843 22761195 31763771 166927 150910 36340178 39623680 49701 59637 247555 216000 12993064 14572554 13290320 14848191 X 23049858 24775489 23049858 24775489 36340178 39623680 X 347657 2533938 -1155964 X 0 1 X 1 0 X 1986133 3740512 3221082 2298746 2044172 13290645 1986133 3740512 3221082 2298746 2044172 13290645 453811 12836834 328255 386735 385618 172693 245506 1518807 14809452 0.86680 0.86660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 82 211 281150 1179174 295698 1824669 12082730 27112903 1 1 213306 199163 14143 14143 ALTERNATIVE INVESTMENTS 31763771 F 31763771 OPERATING LEASE LIABILITY 152410 ORGANIZATION FUNDS 14420144 14572554 4434723 2533938 -1155964 1377974 3056749 275540 275540 3332289 2709092 0 2709092 275540 275540 2984632 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. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS 0 0 INVESTMENTS 12436034 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 213120 0 0 0 0 0 0 12649154 0 12649154 0 0 0 0 0 0 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. 1 ADAM WYSOTA FOUNDATION 241 CORAM AVE SHELTON CT 06484 462047680 501(C)(3) 10000 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) 10000 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 5495 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) 45000 0 FOR GREAT GIVE,GENERAL OPERATING SUPPORT BEST BUDDIES CONNECTICUT 74 VINE ST NEW BRITAIN CT 06052 521614576 501(C)(3) 10000 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) 140000 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) 51182 0 TO PROVIDE GENERAL OPERATING SUPPORT. CARTIE 326 NAVAJO LOOP SHELTON CT 06484 501(C)(3) 9750 0 TO PROVIDE GENERAL OPERATING SUPPORT IN THE VALLEY CENTER STAGE THEATRE INC 54 GROVE ST SHELTON CT 06484 205697112 501(C)(3) 20000 0 TO PROVIDE GENERAL OPERATING SUPPORT. CENTRAL CONNECTICUT COAST YMCA 1240 CHAPEL ST NEW HAVEN CT 06511 060662195 501(C)(3) 13000 0 TO PROVIDE GENERAL OPERATING SUPPORT FOR THE VALLEY YMCA. CHRIST EPISCOPAL CHURCH 56 SOUTH CLIFF ST ANSONIA CT 06401 060647005 501(C)(3) 33000 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) 10000 0 TO PROVIDE GENERAL OPERATING SUPPORT FOR THE VALLEY. DERBY PUBLIC LIBRARY 313 ELIZABETH ST DERBY CT 064181599 066001869 501(C)(3) 35000 0 ENDOWMENT DISTRIBUTION ECHO HOSE HOOK AND LADDER VOLUNTEER AMBULANCE CORPS INC 100 MEADOW ST SHELTON CT 06484 066040426 501(C)(3) 45000 0 TO PROVIDE GENERAL OPERATING SUPPORT. GLOBAL PEHT CORP 50 QUALITY ST TRUMBULL CT 068070023 812175815 501(C)(3) 6000 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) 18286 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) 10000 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) 10000 0 TO PROVIDE GENERAL OPERATING SUPPORT. HOUSATONIC COUNCIL BOY SCOUTS OF AMERICA 111 NEW HAVEN AVE DERBY CT 06418 060646676 501(C)(3) 19500 0 TO PROVIDE GENERAL OPERATING SUPPORT. JULIA DAY NURSERY OF ANSONIA INC 76 CENTRAL ST ANSONIA CT 06401 066000450 501(C)(3) 20000 0 TO PROVIDE GENERAL OPERATING SUPPORT. JUNIOR ACHIEVEMENT OF GREATER FAIRFIELD COUNTY 835 MAIN ST BRIDGEPORT CT 06604 060644315 501(C)(3) 25000 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) 19500 0 TO PROVIDE GENERAL OPERATING SUPPORT. LITERACY VOLUNTEERS OF GREATER NEW HAVEN 5 SCIENCE PARK NEW HAVEN CT 06511 060968986 501(C)(3) 10000 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) 6500 0 TO PROVIDE GENERAL OPERATING SUPPORT FOR THE VALLEY. MOVING WITH HOPE 18 CENTER ST SHELTON CT 06484 271753984 501(C)(3) 10000 0 TO SUPPORT THE "MWH SHELTON EXPANSION" PROJECT NEW HAVEN SYMPHONY ORCHESTRA 4 HAMILTON ST NEW HAVEN CT 06511 066000592 501(C)(3) 10000 0 TO SUPPORT THE SHELTON POPS SERIES. ONLINE JOURNALISM PROJECT INC 51 ELM ST NEW HAVEN CT 06510 203296979 501(C)(3) 25000 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) 10000 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) 20000 0 TO PROVIDE GENERAL OPERATING SUPPORT. SEYMOUR AMBULANCE ASSOCIATION 4 WAKELEY ST SEYMOUR CT 06483 237359084 501(C)(3) 12000 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) 20000 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) 15000 0 TO PROVIDE GENERAL OPERATING SUPPORT. SHELTON HIGH SCHOOL 120 MEADOW ST SHELTON CT 06484 274802342 SHELTON 24229 0 ENHANCE TEACHING OF SCIENCE AS INSTRUCTED BY HEADMASTER SHELTON HIGH SCHOOL ROBOTICS TEAM SHELTON HIGH SCHOOL SHELTON CT 06484 271054942 501(C)(3) 6360 0 TO SPREAD STEM AWARENESS SHELTON HISTORICAL SOCIETY INC PO BOX 2155 SHELTON CT 06484 061442022 501(C)(3) 14950 0 TO PROVIDE GENERAL OPERATING SUPPORT. ST VINCENT DE PAUL OF THE VALLEY 237 ROOSEVELT DR DERBY CT 06418 061315760 501(C)(3) 20800 0 TO PROVIDE GENERAL OPERATING SUPPORT. STORM ENGINE COMPANY AMBULANCE CORPS INC 151 OLIVIA ST DERBY CT 06418 066078118 501(C)(3) 28560 0 TO PROVIDE GENERAL OPERATING SUPPORT. SUSANNA WESLEY SCHOOL 338 WALNUT TREE HILL RD SHELTON CT 06484 060851516 501(C)(3) 16750 0 TUITION SCHOLARSHIPS ($8,500) AND CAPITAL IMPROVEMENT PROJECT SUPPORT ($3,000) TEAM INC 30 ELIZABETH ST DERBY CT 06418 060835182 501(C)(3) 142500 0 GAIN PROGRAM - TO FILL FUNDING GAPS TRAVELER ON A MISSION PO BOX 597 ANSONIA CT 06401 842357564 501(C)(3) 6500 0 TO PROVIDE GENERAL OPERATING SUPPORT. UNIVERSITY OF CONNECTICUT 233 GLENBROOK RD STORRS CT 062694100 060772160 501(C)(3) 9200 0 SCHOLARSHIP/STOCKER, JENNIFER-MARIE UNIVERSITY OF NEW HAVEN 300 BOSTON POST RD WEST HAVEN CT 06516 060761704 501(C)(3) 9903 0 TO SUPPORT THE FREY HERSHEY SCHOLARSHIP FUND VALLEY EMERGENCY MEDICAL SERVICES 764 DERBY AVE SEYMOUR CT 06483 222483894 501(C)(3) 40000 0 TO SUPPORT THE PURCHASE OF A REPLACEMENT HEART MONITOR VALLEY SHAKESPEARE FESTIVAL 415 HOWE AVE 116 SHELTON CT 06484 462147617 501(C)(3) 20000 0 TO PROVIDE GENERAL OPERATING SUPPORT. YALE NEW HAVEN HOSPITAL SAINT RAPHAEL CAMPUS 20 YORK ST NEW HAVEN CT 06510 060646652 501(C)(3) 6182 0 FOR GENERAL PURPOSES 43 2 PART I, LINE 2: 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. X X X X 0 0 0 0 0 0 0 1 0 WILLIAM GINSBERG DIRECTOR (LEFT 12/2024) 0 489958 0 58856 0 8271 0 44567 0 34996 0 636648 0 0 WENDY GAMBA CHIEF FINANCIAL OFFICER (LEFT 1/24) 0 229659 0 0 0 266 0 18394 0 20561 0 268880 0 0 SHARON CLOSIUS PRESIDENT & CEO 177140 0 7000 0 1753 0 14871 0 13993 0 214757 0 0 0 MARCIE MONACO CHIEF FINANCIAL OFFICER 0 149002 0 0 0 140 0 11931 0 1160 0 162233 0 0 PART I, LINE 7: BONUSES ARE AWARDED BASED ON THE ACHIEVEMENT OF SPECIFIC PERFORMANCE GOALS. X 2 103282 FMV 0 0 1 0 PART I, COLUMN (B): THE AMOUNT REPORTED IN PART I(B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. 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. THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN 70 AUDUBON STREET NEW HAVEN CT 06510 066032106 TO CREATE POSITIVE AND SUSTAINABLE CHANGE IN GREATER NEW HAVEN CT 501 (C)(3) LINE 8 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN C 1288552 FMV