2025-12-12T15:12:20-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2024-07-01 060970466 NEW CANAAN COMMUNITY FOUNDATION INC NEWC 2039660231 111 CHERRY STREET NEW CANAAN CT 06840 LAUREN PATTERSON PRESIDENT & CEO 2039660231 2025-12-12 1 0 NICOLE LEE P01307175 8605614000 2025-12-08 2024 2025-03-06 01:10:19Z LAUREN PATTERSON 111 CHERRY STREET NEW CANAAN CT 06840 33842432 0 X WWW.NEWCANAANCF.ORG X 1977 CT NEW CANAAN COMMUNITY FOUNDATION ADDRESSES OUR COMMUNITY'S NEEDS BY PROVIDING LEADERSHIP ON LOCAL ISSUES, MAKING IMPACTFUL GRANTS, AND FACILITATING NEW CANAAN'S EFFECTIVE CHARITABLE GIVING. 24 24 6 120 0 0 2462736 4714159 4350 7230 1068447 5192822 -40169 -67105 3495364 9847106 4153674 2571413 0 0 419412 496731 0 0 278101 445198 490889 5018284 3559033 -1522920 6288073 26789085 32012168 188154 466977 26600931 31545191 NEW CANAAN COMMUNITY FOUNDATION ADDRESSES OUR COMMUNITY'S NEEDS BY PROVIDING LEADERSHIP ON LOCAL ISSUES, MAKING IMPACTFUL GRANTS, AND FACILITATING NEW CANAAN'S EFFECTIVE CHARITABLE GIVING. 0 0 2818599 2344013 0 GRANTS ARE MADE TO SUPPORT CAPITAL, PROGRAM AND OPERATING NEEDS OF LOCAL NONPROFIT ORGANIZATIONS. 234361 194900 0 GRANTS ARE MADE TO PROVIDE SCHOLARSHIP ASSISTANCE FOR NEW CANAAN RESIDENTS WITH FINANCIAL NEED. GRANTS ARE ALSO MADE TO NONPROFIT ORGANIZATIONS TO SUPPORT THEIR SCHOLARSHIP EFFORTS. 39080 32500 7230 THE YOUNG PHILANTHROPISTS PROGRAM WORKS DURING THE SCHOOL YEAR WITH HIGH SCHOOL AGED STUDENTS LIVING OR GOING TO SCHOOL IN NEW CANAAN. STUDENTS LEARN ABOUT NONPROFIT ORGANIZATIONS, LOCAL ISSUES, AND COMMUNITY PHILANTHROPY, AND AWARD GRANTS TO SELECT NONPROFIT ORGANIZATIONS. 3092040 1 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 20 0 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CT X LAUREN PATTERSON 2039660231 111 CHERRY ST NEW CANAAN CT 06840 JEFFREY WILLIAMS CHAIR 5.00 X X 0 0 0 AARON COOPER VICE CHAIR 5.00 X X 0 0 0 CHRIS SCHIPPER VICE CHAIR 5.00 X X 0 0 0 JIM CLAYTON TREASURER 5.00 X X 0 0 0 EILEEN BOYD SECRETARY 5.00 X X 0 0 0 DAN HARRIS DIRECTOR 2.00 X 0 0 0 DAN RASHIN DIRECTOR 2.00 X 0 0 0 ERICA SCHWEDEL DIRECTOR 2.00 X 0 0 0 JAYNE BENTON DIRECTOR 2.00 X 0 0 0 JOHN SHEFFIELD DIRECTOR 2.00 X 0 0 0 KAREN MACTAS DIRECTOR 2.00 X 0 0 0 KRISTINA WOODS DIRECTOR 2.00 X 0 0 0 MONICA CHIMERA DIRECTOR 2.00 X 0 0 0 ROSS WEINER DIRECTOR 2.00 X 0 0 0 SARA SCHUBERT DIRECTOR 2.00 X 0 0 0 SUZANNE HARRISON DIRECTOR 2.00 X 0 0 0 JIM HUETTER DIRECTOR 2.00 X 0 0 0 MICHAEL REED DIRECTOR 2.00 X 0 0 0 MICHELLE RILEY DIRECTOR 2.00 X 0 0 0 MARLEY THACKRAY DIRECTOR 2.00 X 0 0 0 HOLLY CASELLA DIRECTOR 2.00 X 0 0 0 WILLIAM HINES DIRECTOR 2.00 X 0 0 0 TIFFANY KUEHNER DIRECTOR 2.00 X 0 0 0 ALEX STEWART DIRECTOR 2.00 X 0 0 0 LAUREN PATTERSON PRESIDENT & CEO 40.00 X 148500 0 14593 148500 0 14593 1 0 1 0 0 406495 56846 4250818 316551 4714159 YPF PROGRAM REVENUE 561499 7230 7230 7230 579415 579415 28517648 23904241 4613407 4613407 4613407 23980 406495 91085 -67105 -67105 9847106 7230 0 5125717 2571413 2571413 177943 142354 8898 26691 249266 131142 17846 100278 13747 7004 1002 5741 15800 9330 1051 5419 39975 25366 2520 12089 58594 58594 68100 68100 120696 28645 5452 86599 5424 3529 295 1600 30975 16763 10611 3601 26616 15807 3181 7628 50504 32039 3200 15265 1965 1247 124 594 5749 5611 138 965 551 295 119 7723 7723 FUND EXPENSE 85678 85678 OTHER FUNDRAISING EXPEN 18139 13121 5018 ANNUAL APPEAL 9761 2440 7321 3559033 3092040 188892 278101 66036 514709 179875 1665507 32117 29426 1296 2691 20621696 29649729 5885366 34816 179532 26789085 32012168 5057 14850 180125 280050 2972 172077 188154 466977 X 12001105 15443525 14599826 16101666 26600931 31545191 26789085 32012168 6288073 -1343813 0 X 0 1 X 1 0 X 2558590 3254916 2162374 2462736 4714159 15152775 2558590 3254916 2162374 2462736 4714159 15152775 841027 14311748 722535 1044303 777113 687432 579415 3810798 10695 152815 19424 17150 23980 224064 19187637 17730 0.74590 0.65650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51 13 508316 288572 1015903 123261 8027036 912747 1 1 23664551 2424019 3344074 2589516 794850 26048278 21620697 2390119 3183099 2874107 655257 23664551 19978879 2163057 2217146 2084035 654350 21620697 24424026 2617504 -3713553 2604227 744871 19978879 19241241 2186063 5464728 1931663 536343 24424026 0.38185 0.61815 0 0 32117 29426 2691 2691 RIGHT-OF-USE LIABILITY 172077 172077 5768093 -1343813 91085 -1252728 7020821 68100 2758185 2826285 9847106 3384365 91085 91085 3293280 68100 197653 265753 3559033 PART V, LINE 4: FOUNDATION ASSETS INCLUDE BOTH BOARD-DIRECTED AND DONOR-ADVISED FUNDS MANAGED TO MEET RESTRICTIONS FOR BOTH USE AND TIME HORIZONS. ALL FUNDS ARE USED TO FULFILL CHARITABLE PURPOSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NET WITH FUNDRAISING INCOME IN 990 91,085. PART XI, LINE 4B - OTHER ADJUSTMENTS: AGENCY FUND CONTRIBUTIONS 2,321,350. AGENCY FUND INVESTMENT GAIN/LOSS 436,835. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NET WITH FUNDRAISING INCOME IN 990 91,085. PART XII, LINE 4B - OTHER ADJUSTMENTS: AGENCY FUND GRANTS 197,653. LUNCHEON 343457 325957 17500 17500 54577 NOVEMBER EVENT 87018 80538 6480 1862 11720 1250 4176 430475 406495 23980 1862 29220 1250 58753 91085 -67105 1 A BETTER CHANCE (ABC) NEW CANAAN POST OFFICE BOX 355 NEW CANAAN CT 06840 237352164 501C3 16750 0 GRANTS RECOMMENDED BY DAF, FOR GENERAL OPERATING & YOUNG PHILANTHROPISTS GRANT ALL OUR KIN 153 EAST STREET NEW HAVEN CT 06511 061539280 501C3 7500 0 GRANT FOR FAMILY CHILD CARE FOR EARLY EDUCATION AMERICARES FREE CLINICS 88 HAMILTON AVE STAMFORD CT 06902 061422741 501C3 14500 0 GRANTS RECOMMENDED BY DAF & FOR GENERAL OPERATING BRIDE MINISTRIES 4817 SCHLIPF ROAD KATY TX 77493 454267803 501C3 30000 0 GRANTS RECOMMENDED BY DAF BUILDING ONE COMMUNITY 75 SELLECK ST STAMFORD CT 06902 275024317 501C3 30000 0 GRANTS RECOMMENDED BY DAF, FOR WORKFORCE DEVELOPMENT PROGRAM & ACADEMIC ENRICHMENT PROGRAM CENTER FOR CHILDRENS ADVOCACY INC 65 ELIZABETH ST HARTFORD CT 06105 061489575 501C3 9000 0 GRANTS FOR SUPPORT GENERAL OPERATING & YOUNG PHILANTHROPISTS 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FRUIN, RN CERTIFIED NURSING AIDE SCHOOL WAVENY PARK CONSERVANCY PO BOX 944 NEW CANAAN CT 06840 474280308 501C3 24553 0 GRANTS AS RECOMMENDED BY DAF & TO SUPPORT GENERAL OPERATING WHEEL IT FORWARD 48 UNION STREET STAMFORD CT 06906 852687534 501C3 10000 0 GRANT TO SUPPORT GENERAL OPERATING WOMENS BUSINESS DEVELOPMENT COUNCIL INC 184 BEDFORD STREET STAMFORD CT 06906 061493737 501C3 10000 0 GRANT TO SUPPORT THE CHILD CARE BUSINESS SUPPORT PROGRAM YALE NEW HAVEN CHILDREN'S HOSPITAL 200 ORCHARD ST NEW HAVEN CT 06511 060646652 501C3 20000 0 GRANT TO SUPPORT KIDS' ROOM IN THE PEDIATRIC ONCOLOGY FLOOR & AS RECOMMENDED BY DONOR 102 4 PART I, LINE 2: ALL ORGANIZATIONS THAT RECEIVE DISCRETIONARY GRANT FUNDS FROM THE NEW CANAAN COMMUNITY FOUNDATION (NCCF) MUST COMPLETE A GRANT FOLLOW-UP REPORT WHEN THE FUNDS ARE SPENT, OR WITHIN ONE YEAR OF RECEIPT OF FUNDS, UNLESS AN EXTENSION IS OTHERWISE REQUESTED AND APPROVED. THE REPORT INCLUDES THE FOLLOWING QUESTIONS: CAPITAL PROJECT UPDATE 1. WAS THE PROJECT COMPLETED ON TIME AND ON BUDGET? 2. WHAT DIFFERENCE HAS IT MADE TO YOUR ORGANIZATION AND THE PEOPLE YOU SERVE? PROGRAM/PROJECT UPDATE 1. DESCRIBE THE TARGET POPULATION AND WHAT CHANGE THIS PROGRAM/PROJECT HAS MADE IN THEIR LIVES. 2. PLEASE CITE NUMBER OF PEOPLE THE PROGRAM/PROJECT SERVED AND HOW FREQUENTLY (MONTHLY, WEEKLY, DAILY). 3. HOW HAS THIS PROGRAM/PROJECT SPECIFICALLY ADDRESSED THE UNDERLYING CONDITIONS CONTRIBUTING TO YOUR CLIENTS' NEEDS? GENERAL OPERATING / CAPACITY BUILDING UPDATE 1. PLEASE EXPLAIN HOW YOUR ORGANIZATION BENEFITTED FROM THIS GRANT? MEASUREMENT UPDATE 1. EXPLAIN HOW YOU MEASURED THE EFFECTIVENESS OF YOUR ACTIVITIES. DESCRIBE THE CRITERIA YOU USED TO ASSESS THE SUCCESS OF YOUR PROGRAM. WERE THE RESULTS WHAT YOU EXPECTED TO ACHIEVE? 2. HOW DID YOU TRACK THE RESULTS? PLEASE SHARE ANY APPLICABLE REPORTS. 3. THROUGHOUT THE COURSE OF THE YEAR WHAT STEPS DID YOU TAKE TO ASSESS THE PROGRESS TOWARD PROGRAM GOALS AND MAKE NECESSARY ADJUSTMENTS? THE REPORT FORM IS AVAILABLE VIA A LINK ON THE NCCF WEBSITE AND EMAILED TO GRANTEES PRIOR TO THAT YEAR'S DEADLINE. THIS REQUIREMENT IS CLEARLY DESCRIBED IN THE DETAILED NCCF GRANT GUIDELINES AS WELL AS IN AWARD LETTERS. GRANT RECIPIENT FILES ARE AUDITED FOR COMPLETENESS WHEN ANY NEW GRANT APPLICATION IS RECEIVED, AS WELL AS ON A PERIODIC BASIS, TO ENSURE COMPLIANCE WITH THIS REQUIREMENT. IN ADDITION, STAFF COMMUNICATES REGULARLY WITH FUNDED ORGANIZATIONS THROUGHOUT THE YEAR TO ENSURE THAT GRANT DOLLARS ARE SPENT AS INTENDED. AS NECESSARY, GRANT AMENDMENTS ARE REPORTED TO THE BOARD OF DIRECTORS. X X 0 0 0 0 0 0 0 0 0 LAUREN PATTERSON PRESIDENT & CEO 148500 0 0 0 0 0 10393 0 4200 0 163093 0 0 0 X 11 311533 FMV X GIFT CARDS FOR EVENTS 32 5018 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF NOT LESS THAN THREE DIRECTORS, INCLUDING THE CHAIR. THE CHAIR SHALL SERVE AS CHAIR OF THE EXECUTIVE COMMITTEE. SUBJECT TO ANY PRIOR LIMITATIONS IMPOSED BY THE BOARD, THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO TRANSACT ALL REGULAR BUSINESS OF THE CORPORATION DURING THE INTERIM BETWEEN THE MEETINGS OF THE BOARD, AND ITS ACTIONS SHALL HAVE THE SAME FORCE AND EFFECT OF ACTION OF THE BOARD, PROVIDED, HOWEVER, THE EXECUTIVE COMMITTEE MAY NOT: (I) FILL VACANCIES ON THE BOARD, THE GOVERNANCE AND BOARD DEVELOPMENT COMMITTEE OR ANY COMMITTEE WITH THE POWER TO ACT ON BEHALF OF THE CORPORATION; (II) ADOPT, AMEND OR REPEAL THESE BYLAWS; (III) APPROVE A PLAN OF MERGER; (IV) APPROVE A SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL, OF THE PROPERTY OF THE CORPORATION EXCEPT AS PROVIDED IN SECTION 33-1101(E)(5) OF THE ACT; OR (V) APPROVE A PROPOSAL TO DISSOLVE. FORM 990, PART VI, SECTION B, LINE 11B THE FULL BOARD REVIEWS THE FORM 990 PRIOR TO FILING, BUT WITH DONOR INFORMATION REDACTED. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, THE PRESIDENT & CEO COLLECTS INFORMATION FROM THE CURRENT BOARD OF DIRECTORS AND VOLUNTEERS ABOUT THEIR INVOLVEMENT AND LEADERSHIP IN OTHER LOCAL NONPROFIT ORGANIZATIONS. ANY POTENTIAL CONFLICT OF INTEREST WITH AN ORGANIZATION SEEKING GRANT FUNDS FROM NCCF IS NOTED, AND A BOARD MEMBER OR VOLUNTEER WILL BE ASKED TO EXCUSE THEMSELVES FROM DISCUSSIONS OR DECISIONS ABOUT THE APPLICANT IF THERE IS DETERMINED TO BE A CONFLICT OF INTEREST, SUCH AS SERVING ON THE BOARDS OF BOTH ORGANIZATIONS. OFFICERS AND EMPLOYEES ARE ALSO REQUIRED TO ANNUALLY DISCLOSE CONFLICTS IF ANY EXIST. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT & CEO'S ANNUAL PERFORMANCE REVIEW IS CONDUCTED BY THE EXECUTIVE COMMITTEE, UNDER THE DIRECTION OF THE CHAIR OF THE BOARD; INFORMATION IS REVIEWED ABOUT COMPENSATION OF OTHER NONPROFIT EMPLOYEES IN THE INDUSTRY AND THE REGION; THE ENTIRE BOARD APPROVES THE COMPENSATION EXPENSES IN THE OPERATING BUDGET, AND THE EXECUTIVE COMMITTEE MANAGES ANY ADJUSTMENTS TO THE PRESIDENT & CEO'S COMPENSATION. OTHER EMPLOYEES' PERFORMANCE REVIEWS ARE CONDUCTED ANNUALLY BY THEIR DIRECT SUPERVISOR. INFORMATION IS REVIEWED ABOUT COMPENSATION OF OTHER NONPROFIT EMPLOYEES IN THE INDUSTRY AND THE REGION; THE ENTIRE BOARD APPROVES THE OVERALL OPERATING BUDGET, WHICH INCLUDES EMPLOYEE COMPENSATION EXPENSES, WHICH IS BASED ON LCOAL COMPENSATION DATA. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION IN THE FOUNDATION'S OFFICE, AND THIS AVAILABILITY IS MENTIONED IN OUR ANNUAL REPORT AND ON OUR WEBSITE. WE ALSO SHARE FINANCIAL INFORMATION ON GUIDESTAR.