2015-04-09T09:50:06-05:00 2014-06-30 061009205 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2013-07-01 861169503 THE OAK HILL FOUNDATION INC OAKH 8602422274 120 HOLCOMB STREET HARTFORD CT 061121589 JAMES T JONES VICE PRESIDENT 8602422274 2015-04-02 1 LORI BUDNICK P00046310 8605614000 2015-03-31 2013 2016-02-25 16:41:14Z JAMES T JONES 120 HOLCOMB STREET HARTFORD CT 06112 92656732 0 X WWW.CIBOAKHILL.ORG X 2006 CT THE MISSION OF THE OAK HILL FOUNDATION IS TO DEVELOP, PRUDENTLY MANAGE AND DISBURSE FINANCIAL RESOURCES TO SUPPORT OAK HILL PROGRAMS AND SERVICES THAT ENHANCE THE QUALITY OF LIFE, MOBILITY, INDEPENDENCE AND EMPLOYABILITY OF PEOPLE WITH DISABILITIES, INCLUDING VISUAL IMPAIRMENTS AND MORE PARTICULARLY TO ADMINISTER, HOLD AND INVEST, ALL OF THE PROPERTY, ASSETS AND FUNDS OF THE CORPORATION AS AN ENDOWMENT OR OTHERWISE, AND TO EXPEND THE EARNINGS AND/OR PRINCIPAL OF THE SAME IN FURTHERANCE OF THE PURPOSE AND MISSION OF THE FOUNDATION CONSISTENT WITH ANY TERMS, CONDITIONS OR RESTRICTIONS IMPOSED BY DONORS. 6 6 0 0 0 0 840752 661590 0 0 9914208 10011467 0 0 10754960 10673057 3443698 3752805 0 0 0 0 0 0 0 252000 288000 3695698 4040805 7059262 6632252 91352409 103002201 596493 662845 90755916 102339356 X THE MISSION OF THE OAK HILL FOUNDATION IS TO DEVELOP, PRUDENTLY MANAGE AND DISBURSE FINANCIAL RESOURCES TO SUPPORT OAK HILL PROGRAMS AND SERVICES THAT ENHANCE THE QUALITY OF LIFE, MOBILITY, INDEPENDENCE AND EMPLOYABILITY OF PEOPLE WITH DISABILITIES, INCLUDING VISUAL IMPAIRMENTS AND MORE PARTICULARLY TO: 1) SOLICIT, RAISE, RECEIVE AND ACCEPT PUBLIC AND PRIVATE GIFTS, TRANSFERS, ASSIGNMENTS, CONVEYANCES, BEQUESTS, DEVISES, DEEDS AND GRANTS OF REAL AND PERSONAL, TANGIBLE AND INTANGIBLE, PROPERTY, ASSETS AMD FUNDS, OR ANY INTEREST THEREIN, FOR USE IN FUTHERANCE OF THE PURPOSES AND MISSION. 2) ADMINSTER, HOLD AND INVEST, ALL OF THE PROPERTY, ASSETS AND FUNDS OF THE CORPORATION AS AN ENDOWMENT OR OTHERWISE, AND TO EXPEND THE EARNINGS AND/OR PRINCIPAL OF THE SAME IN FUTHERANCE OF THE PURPOSE AND MISSION OF THE FOUNDATION CONSISTENT WITH ANY TERMS, CONDITIONS OR RETRICTIONS IMPOSED BY DONORS. 0 0 3752805 3752805 10673057 OAK HILL FOUNDATION MISSION IS TO DEVELOP, MANAGE AND DISBURSE FINANCIAL RESOURCES TO SUPPORT OAK HILL PROGRAMS THAT ENHANCE THE QUALITY OF LIFE, MOBILITY, INDEPENDENCE AND EMPLOYABILITY OF PEOPLE WITH DISABILITIES. 3752805 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CT X X JAMES T JONES 8602422274 120 HOLCOMB STREET HARTFORD CT 061121589 JAMES LINK CHAIRMAN/DIRECTOR 0.50 X X 0 0 0 CHRISTOPHER HANLON SECRETARY/DIRECTOR 0.50 X X 0 0 0 RALPH WENTWORTH DIRECTOR 0.50 X 0 0 0 HENRY ZACHS DIRECTOR 0.50 X 0 0 0 DEBORAH B WIACEK DIRECTOR 0.50 X 0 0 0 BONNIE F OHLENDORF DIRECTOR 0.50 X 0 0 0 JAMES T JONES TREASURER/VICE PRESIDENT 0.50 X 0 144165 23159 GAYLE WINTJEN ASST. SECRETARY/VICE PRESI 0.50 X 0 118000 26983 PATRICK J JOHNSON JR PAST PRESIDENT OF C.I.B. 0.50 X 0 152048 16890 BARRY M SIMON PRESIDENT OF C.I.B. 0.50 X 0 113077 8784 0 527290 75816 0 0 1 0 BANK OF AMERICA 200 GLASTONBURY BLVD GLASTONBURY CT 06033 INVESTMENT FEES 154968 1 661590 661590 1763714 1763714 90231428 81983675 8247753 8247753 8247753 10673057 0 0 10011467 3752805 3752805 288000 288000 4040805 3752805 288000 0 266664 272300 6675 61638 174049 133390 90905021 102534873 91352409 103002201 596493 662845 596493 662845 X 50343201 56699282 32799135 38022681 7613580 7617393 90755916 102339356 91352409 103002201 6632252 4951188 0 X X 0 1 X 1 0 X X 0 0 0 THE CONNECTICUT INSTITUTE FOR THE BLIND 060669111 7 1 1 1 3752805 1 3752805 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 89842461 393431 14818201 3726299 101327794 83545705 569768 9154806 3427818 89842461 87177454 277694 -645632 3263811 83545705 73250955 55863 17213824 3343188 87177454 68362491 99928 8310471 3521935 73250955 0.56060 0.07520 0.36420 0 0 0 PART V, LINE 4: TO SUPPORT THE OAK HILL PROGRAMS AND SERVICES THAT ENHANCE THE QUALITY OF LIFE, MOBILITY, INDEPENDENCE AND EMPLOYABILITY OF PEOPLE WITH DISABILITIES, INCLUDING VISUAL IMPAIRMENTS, PHYSICAL AND DEVELOPMENTAL. 1 CONNECTICUT INSTITUTE FOR THE BLIND DBA OAK HILL 120 HOLCOMB STREET HARTFORD CT 061121589 060669111 501(C)(3) 3752805 TO FULFILL THE MISSION OF THE OAK HILL FOUNDATION. 1 PART I, LINE 2: CONNECTICUT INSTITUTE FOR THE BLIND, THE GRANT RECIPIENT, MANAGES THE FOUNDATION. NO MONITORING NECESSARY. X X X X 0 0 0 0 0 0 0 0 0 JAMES T JONES TREASURER/VICE PRESIDENT 0 144165 0 0 0 0 0 0 0 23159 0 167324 0 0 PATRICK J JOHNSON JR PAST PRESIDENT OF C.I.B. 0 152048 0 0 0 0 0 0 0 16890 0 168938 0 0 FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT SERVICES PERFORMED BY THE CT INSTITUTE FOR THE BLIND/DBA OAK HILL IN ACCORDANCE WITH AN ADMINISTRATIVE SERVICES AGREEMENT. FORM 990, PART VI, SECTION A, LINE 6 OAK HILL FOUNDATION IS A MEMBERSHIP CORPORATION FORM 990, PART VI, SECTION A, LINE 7A OAK HILL FOUNDATION IS A MEMBERSHIP CORPORATION WHOSE SOLE MEMBER IS CIB/OAK HILL FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PROVIDED TO ALL BOARD MEMBERS AND IS REVIEWED BY MANAGAMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD REVIEW THE POLICY AND MAKE DISCLOSURES ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 OAK HILL FOUNDATION HAS NO EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNANCE DOCUMENTS AND COI POLICY ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE INCLUDED IN THE SUPPORTED ORGANIZATION'S CONSOLIDATED ANNUAL REPORT. FORM 990 IS AVAILABLE ON THE ORGANIZATION'S WEBSITE OR UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS NOR SELECTION PROCESS DURING THE TAX YEAR. THE CONNECTICUT INSTITUTE FOR THE BLIND DBA OAK HILL 120 HOLCOMB STREET HARTFORD CT 061121589 223319897 ENHANCES INDEPENDENCE AND QUALITY OF LIFE FOR PEOPLE WITH DISABILITIES CT 501(C)(3) 9 0 THE CONNECTICUT INSTITUTE FOR THE BLIND DBA OAK HILL 120 HOLCOMB STREET HARTFORD CT 061121589 060669111 ENHANCES INDEPENDENCE AND QUALITY OF LIFE FOR PEOPLE WITH DISABILITIES CT 501(C)(3) 7 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 CONNECTICUT INSTITUTE FOR THE BLINDOAK HILL B 3752805 CONNECTICUT INSTITUTE FOR THE BLINDOAK HILL E 662846 CONNECTICUT INSTITUTE FOR THE BLINDOAK HILL M 288000