2026-05-13T16:02:44-07:00 2025-06-30 990 2024-07-01 061372107 JEWISH COMMUNITY FOUNDATION OF GREATER HARTFORD INC JEWI 8605237460 333 Bloomfield Avenue Suite D West Hartford CT 06117 Laura Whitney Vice President of Finance 8605237460 2026-05-13 1 2024 2025-03-06 01:10:19Z Laura Whitney 333 Bloomfield Avenue Suite D West Hartford CT 06117 23434455 0 X jcfhartford.org X 1993 CT The Jewish Community Foundation promotes philanthropy, manages the Greater Hartford Jewish community's charitable endowment and makes grants to support key community needs and innovations. 15 15 12 62 0 0 4973941 9838766 328225 289591 8882041 7032760 0 0 14184207 17161117 7241798 6845204 0 0 1419461 1319289 0 0 467955 667012 691693 9328271 8856186 4855936 8304931 172539390 192143216 26523027 27507721 146016363 164635495 X The Jewish Community Foundation of Greater Hartford unlocks the transformative power of individuals and collective philanthropy to address problems, strengthen community organizations,and provide permanent support for the Jewish Community of Greater Hartford. 0 0 2214549 2214549 0 Community Building. The Foundation awarded grants, mostly in the Greater Hartford area, to support general operations of agencies and programs, meet critical needs for basic human services and support core functions in furtherance of the key strategic objectives designed to strengthen the Jewish community. The largest grantee is the Jewish Federation of Greater Hartford. 1402898 1402898 0 Human Services and Health. Grants in this program area cover a wide array of services. Programs include services for the disabled, food and hunger alleviation, medical research, case management and counseling, therapy, sports and recreation. Grantees include Jewish Family Services of Greater Hartford, the Joyce D. and Andrew J. Mandell Jewish Community Center, Sophie's Hope Foundation, Connecticut Children's Foundation, and the Jewish Association for Community Living. 1264592 1264592 0 Education. The Foundation supports numerous institutions whose focus is on Jewish education. The largest proportion goes to area Jewish day schools for general operating support, scholarships and curriculum enhancement. Other grants include literacy for at-risk youth, supplemental religious school education, college scholarships and general support of secular secondary and college institutions. Grantees include Solomon Schechter Day School, New England Jewish Academy, Loomis Chafee School, and the University of Connecticut Foundation. 2771278 1963163 289591 See Schedule O, Statement 1 Other Programs and Services (Expenses: $2,771,275 including grants of $1,963,163) These include the balance of grants awarded through community grantmaking programs, donor advised program and designated giving in program areas that include Arts and Culture, Social Justice, programs in Israel, Seniors, Religious and Spiritual Development and Outreach. 2771278 1963163 289591 7653317 1 1 0 0 0 1 0 0 1 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 1 12 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X X Laura Whitney-Vice President of Finance Jewish Community Foundation of Grtr Hartford 8607276179 333 Bloomfield Avenue Suite D West Hartford CT 06117 Laura Whitney Chief Financial Officer 36 0 X 181209 0 15825 Michael Elfenbaum Vice President Community Engagement 36 0 X 148975 0 6996 Susan Lotreck Vice President Operations 36 0 X 143293 0 6739 Jacob A Schreiber President and CEO (End 1/16/24) 0 0 X 123666 0 103 Walter Harrison Interim President and CEO 20 0 X 123073 0 0 Gayle Temkin Chair 4 0 X 0 0 0 Gerald B Goldberg Secretary 1 0 X 0 0 0 Elysa Graber-Lipperman Treasurer 2 0 X 0 0 0 Jill Dulitsky Trustee, ex officio 1 0 X 0 0 0 Joshua Feldman Trustee 1 0 X 0 0 0 Jessica Fish Trustee (End 11/14/24) 1 0 X 0 0 0 Ethan Goldman Trustee 1 0 X 0 0 0 Joshua Gottfried Trustee (Begin 11/14/24) 1 0 X 0 0 0 I Bradley Hoffman Trustee 1 0 X 0 0 0 Naomi Kleinman Trustee 1 0 X 0 0 0 Neil Kochen Trustee 1 0 X 0 0 0 Pia Rosenberg Toro Trustee (Begin 11/14/24) 1 0 X 0 0 0 Jerry Rosenstock Trustee 1 0 X 0 0 0 Rachel Rubin Trustee 1 0 X 0 0 0 Cyral Sheldon Trustee (End 11/14/24) 1 0 X 0 0 0 Tracy Smith Trustee 1 0 X 0 0 0 Alan Solinsky Trustee 1 0 X 0 0 0 720216 0 29663 5 1 1 0 Crewcial Partners LLc 810 Seventh Avenue 32nd Floor New York NY 10019 Investment management 113729 0 0 0 0 0 0 9838766 6993138 9838766 Administrative fees from agency accounts 900099 289591 289591 0 0 0 0 0 0 289591 2382093 0 0 2382093 0 0 0 0 0 0 0 0 0 0 10924005 0 6273338 0 4650667 0 4650667 0 0 4650667 0 0 17161117 289591 0 7032760 6658204 6658204 184000 184000 3000 3000 0 0 364762 181607 131202 51953 0 0 0 0 777309 303352 217057 256900 23471 10887 6014 6570 71984 29180 25592 17212 81763 34795 24538 22430 0 0 0 0 10200 0 10200 0 47182 0 47182 0 0 0 0 0 0 0 174532 104719 69813 56450 6675 43100 6675 17054 7674 0 9380 68092 28977 20437 18678 80113 34093 24043 21977 0 0 0 0 54109 0 54109 0 0 0 0 0 0 0 0 0 13607 4082 4082 5443 0 0 0 0 0 0 0 0 0 0 0 0 29956 0 29956 0 Professional membership fees 2182 982 982 218 Marketing and donor outreach 138216 61090 26607 50519 8856186 7653317 734914 467955 0 0 6348639 5380664 201165 61524 33041 30532 0 0 0 0 0 0 0 0 0 0 54303 54303 0 0 143232317 164746106 22416630 21614703 0 0 0 0 307598 309687 172539390 192143216 46306 29725 577482 611986 0 0 0 0 25592932 26448106 0 0 0 0 0 0 306307 417904 26523027 27507721 X 145817466 164311579 198897 323916 146016363 164635495 172539390 192143216 X 8304931 10422200 0 0 0 -107999 X 0 1 X 1 0 X 4585932 10458636 4007527 4973941 9838766 33864802 4585932 10458636 4007527 4973941 9838766 33864802 7897123 25967679 1080001 3085126 2287335 2587803 2382093 11422358 0 45287160 1429650 0.57340 0.57191 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 214 992 6778205 3060561 4575275 2281388 59750707 104884788 1 1 1 25592932 3490979 2635805 26448106 0 94624490 3060561 11077436 2281388 555132 1041179 104884788 87731084 1607217 8738498 2425965 71848 954496 94624490 81941193 1576875 7257216 2089139 43760 911301 87731084 94083498 6511472 -12616275 1920053 3067119 1050330 81941193 70327409 2045757 25638002 2668365 289034 970271 94083498 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 54303 54303 0 0 0 0 0 0 Private equity 8699439 F Venture capital 8511868 F Private international equity 4403396 F 21614703 0 Split interest agreements 388876 Lease liabilities-operating 29028 417904 X 27300786 10422200 0 0 -107999 10314201 16986585 174532 0 174532 17161117 8681654 0 0 0 0 0 8681654 174532 0 174532 8856186 Schedule D, Part IV, Line 1b As part of its agency program, the Foundation holds, administers and manages certain charitable funds established and owned by beneficiary agencies of the Jewish Federation of Greater Hartford and local synagogues in its commingled investment pool. These funds are treated as assets and liabilities on the Statement of Financial Position and are eliminated in the Statement of Revenue. Schedule D, Part V, Line 4 The 1,206 charitable funds held by the Foundation are used in accordance with the terms of the gift instruments creating them. Unrestricted community funds help meet the most pressing and changing needs of the community. Decisions about the use of unrestricted community funds rest with the Board of Trustees of the Foundation. Grants from these funds are typically awarded through a competitive grant application process in accordance with Foundation grant-making guidelines. Grants from donor advised funds are generally made upon the recommendation of donors, after review and approval by the Foundation. Twice each year the Foundation distributes a list of selected funding expressed by donors at the time the gifts were made, requests to fund advisors that include a broad range of charitable projects. These and other funding ideas are made available on the Foundation's website. Distributions from designated funds are made to carry out the charitable intentions expressed by donors at the time the gifts were made. Schedule D, Part X, Line 2 Management has analyzed the tax positions taken by the Foundation and concluded that, as of June 30 2025 and 2024, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. If the Foundation had unrelated business income taxes, it would recognize interest and penalties associated with any tax matters as part of the income provision and include accrued interest and penalties with the related tax liability in the statements of financial position. Schedule D, Part XI, Line 2d Other amounts included in line 2d include the change in the value of split interest agreements and life insurance policies. 1 10000 Degrees 1650 Los Gamos Drive Suite 120 San Rafael CA 94903 953667812 501(C)(3) 9008 0 book Scholarships Achievement First 470 James Street Suite 007 New Haven CT 06513 651203744 501(C)(3) 30000 0 book Special programming Advancing CT Together 110 Bartholomew Avenue Suite 3050 Hartford CT 06106 223014883 501(C)(3) 14499 0 book General operating support American Civil Liberties Union Foundation 125 Broad Street 18th Floor New York NY 100042400 136213516 501(C)(3) 11500 0 book General operating support Anti Defamation League CT Regional Office 1000 Lafayette Blvd Suite 402 Bridgeport CT 06604 131818723 501(C)(3) 15879 0 book General operating support Berkshire Opera Festival 54 Wendell Avenue Suite 5 Pittsfield MA 01201 471596750 501(C)(3) 22500 0 book General operating support Beth David Synagogue 20 Dover Road West Hartford CT 06119 060712261 501(C)(3) 7629 0 book General operating support and special programming Beth El Temple of West Hartford 2626 Albany Avenue West Hartford CT 061172331 060699241 501(C)(3) 45369 0 book General operating support and capital improvement Big Brothers Big Sisters of Connecticut 30 Laurel Street Hartford CT 06106 060850379 501(C)(3) 7500 0 book General operating support Brandeis University Mailstop 126 PO Box 549110 Waltham MA 024549110 042103552 501(C)(3) 8000 0 book General operating support and scholarships Camp Laurelwood 463 Summer Hill Road Madison CT 06443 060693092 501(C)(3) 158550 0 book General operating support and capital improvement Chabad East of the River Inc 25 Harris Street Glastonbury CT 060331106 061030000 501(C)(3) 60500 0 book General operating support Chabad Friendship Circle 2352 Albany Avenue West Hartford CT 06117 061030000 501(C)(3) 20200 0 book General operating support Chabad House of Greater Hartford 2352 Albany Avenue West Hartford CT 06117 061030000 501(C)(3) 125508 0 book General operating support and special programming Chabad of East Boca Raton 120 NE 1st Avenue Boca Raton FL 33432 870725063 501(C)(3) 100000 0 book General operating support Chabad of the Berkshires 450 South Street Pittsfield MA 01201 043850525 501(C)(3) 20000 0 book Capital campaign Charter Oak Cultural Center 21 Charter Oak Avenue Hartford CT 06106 061026597 501(C)(3) 47854 0 book General operating support and capital campaign Circle of Friends 40 King Street Norwalk CT 06851 474152491 501(C)(3) 15000 0 book General operating support Colby College 4000 Mayflower Hill Waterville ME 04901 010211497 501(C)(3) 60000 0 book Education And Related Activities Congregation Adath Israel PO Box 337 Middletown CT 064570337 060669110 501(C)(3) 35027 0 book General operating support and scholarships Congregation Beth Israel 701 Farmington Avenue West Hartford CT 061191724 060692758 501(C)(3) 102081 0 book General operating support and special programming Congregation Kol Haverim 1079 Hebron Avenue Glastonbury CT 060330473 222586288 501(C)(3) 14495 0 book General operating support Congregation Kol Shofar 215 Blackfield Drive Tiburon CA 94920 942539545 501(C)(3) 6000 0 book General operating support Connecticut Children's Foundation 282 Washington Street Hartford CT 06106 060646755 501(C)(3) 64701 0 book General operating support Connecticut Museum of Culture and History One Elizabeth Street Hartford CT 06105 066026012 501(C)(3) 8827 0 book General operating support Connecticut Science Center 250 Columbus Blvd Hartford CT 06103 061538101 501(C)(3) 6000 0 book General operating support Dignity Grows 40 Woodland Street Hartford CT 061052331 852708901 501(C)(3) 48032 0 book General operating support Drew University Business Office 36 Madison Ave Madison NJ 07940 221487164 501(C)(3) 10000 0 book Scholarships Environmental Defense Fund PO Box 98051 Washington DC 200777004 116107128 501(C)(3) 10108 0 book Special programming Eruv Committee of West Hartford 107 Hilldale Road West Hartford CT 061171405 222989789 501(C)(3) 25000 0 book Education And Related Activities Fairfield University 1073 N Benson Road BLM 220 Fairfiled CT 068245195 060646623 501(C)(3) 10000 0 book General operating support Farmington Valley Jewish Congregation Emek Shalom 55 Bushy Hill Road Simsbury CT 06070 066080265 501(C)(3) 7601 0 book General operating support Federation Homes 156 Wintonbury Avenue Bloomfield CT 06002 061019012 501(C)(3) 13262 0 book Special programming Fenwick Improvement Fund 23 RUSSELL ST MILTON MA 021863510 261626320 501(C)(3) 175000 0 book Capital improvements FJC A Foundation of Donor Advised Funds 225 West 39th Street 12th Floor New York NY 10018 133848582 501(C)(3) 5360 0 book Special programming Foundation for West Hartford Public Schools 50 South Main Street Room 126 West Hartford CT 06107 061486481 501(C)(3) 7000 0 book General operating support Freedom For All PO Box 536 Village Station New York NY 10014 274874257 501(C)(3) 7000 0 book General operating support Friends of Israel Defense Forces PO Box 4224 New York NY 10163 133156445 501(C)(3) 6036 0 book General operating support Gifts of Love 34 East Main Street Avon CT 06001 061309318 501(C)(3) 5850 0 book General operating support Hadassah Hartford Chapter 43 Carlyle Road West Hartford CT 06117 131656651 501(C)(3) 5286 0 book General operating support Harold Grinspoon Foundation 67 Hunt Street Suite 100 Agawam MA 01001 046685725 501(C)(3) 30000 0 book Special programming Hartford Hospital Dept of Philanthropy 80 Seymour Street Hartford CT 061019960 060646668 501(C)(3) 8421 0 book General operating support and education Hartford Stage 50 Church Street Hartford CT 06103 060790484 501(C)(3) 15450 0 book General operating support Hartford Symphony Orchestra 166 Capitol Ave Hartford CT 06106 060637319 501(C)(3) 7000 0 book General operating support Healing Meals Community Project 140 Nod Road Weatogue CT 06089 475464291 501(C)(3) 10000 0 book General operating support Hebrew Senior Care One Abrahms Boulevard West Hartford CT 061171525 060646672 501(C)(3) 65043 0 book General operating support and special programming Holocaust Learning and Education Fund 3064 Birkdale Weston FL 33332 463296698 501(C)(3) 10000 0 book General operating support Humane Society of Broward County 2070 Griffin Road Ft Lauderdale FL 33312 596002321 501(C)(3) 5319 0 book General operating support inSIGHT Through Education PO Box 33054 Palm Beach Gardens FL 33420 273388434 501(C)(3) 11650 0 book General operating support Israel Cancer Research Fund 7 Lumanor Drive Stamford CT 06903 510181215 501(C)(3) 8500 0 book General operating support and research JARC Florida 21160 95TH Ave South Boca Raton FL 33428 651131701 501(C)(3) 25500 0 book General operating support Jewish Association for Community Living 34 Jerome Avenue Suite 109 Bloomfield CT 06002 061068312 501(C)(3) 88663 0 book General operating support and special programming Jewish Creativity International 1802 Vernon Street NW PMB2437 Washington DC 20009 954328467 501(C)(3) 15000 0 book Special programming Jewish Family Services of Greater Hartford 333 Bloomfield Avenue Suite A West Hartford CT 06117 060653062 501(C)(3) 396574 0 book General operating support Jewish Federation of Greater Hartford 333 Bloomfield Avenue Suite C West Hartford CT 06117 060655482 501(C)(3) 1581176 0 book General operating support and special programming Jewish Federation of Greater Washington 6101 Executive Blvd North Bethesda MD 20852 530212445 501(C)(3) 8600 0 book General operating support Jewish Federation of South Palm Beach County 9901 Donna Klein Blvd Boca Raton FL 334281788 591945109 501(C)(3) 10000 0 book General operating support Jewish Foundation of Greater New Haven 360 Amity Road Woodbridge CT 06525 452403156 501(C)(3) 350000 0 book Special programming Jewish Historical Society of Greater Hartford 333 Bloomfield Avenue Suite B West Hartford CT 061171500 061217339 501(C)(3) 57988 0 book General operating support Jewish National Fund 79 Randall Avenue Rockville Center NY 11570 131659627 501(C)(3) 11000 0 book General operating support Jewish Social Service Agency 200 Wood Hill Road Rockville MD 20850 530196598 501(C)(3) 20000 0 book Special programming Jewish Teen Learning Connection 333 Bloomfield Avenue Suite C West Hartford CT 06117 061329245 501(C)(3) 38067 0 book General operating support and special programming JFACT Fund 40 Woodland Street Hartford CT 06105 061491945 501(C)(3) 55887 0 book General operating support Journey Home PO Box 260727 Hartford CT 06126 800143570 501(C)(3) 9750 0 book General operating support Joyce D and Andrew J Mandell Jewish Community Center 335 Bloomfield Avenue West Hartford CT 061171543 060662142 501(C)(3) 298518 0 book General operating support and special programming Kingswood-Oxford School 170 Kingswood Road West Hartford CT 06119 060646688 501(C)(3) 40000 0 book Scholarships Laughing Pony Rescue PO BOX 32 Rancho Santa Fe CA 920670032 272914210 501(C)(3) 15000 0 book General operating support Lifespace Foundation Harbours Edge 401 E Linton Blvd Delray Beach FL 33483 421370848 501(C)(3) 50000 0 book Scholarships Mahaiwe Performing Arts Center PO Box 690 Great Barrington MA 01230 571140453 501(C)(3) 6390 0 book General operating support Maurice Greenberg Center for Judaic Studies University of Hartford 200 Bloomfield Avenue West Hartford CT 061171599 060731360 501(C)(3) 6985 0 book General operating support and special programming Mayo Clinic Department of Development 200 First Street SW Rochester MN 55905 416011702 501(C)(3) 25000 0 book General operating support MEOR Boston 26 Snow Street Brighton MA 02135 204394106 501(C)(3) 5500 0 book General operating support Moishe House 441 Saxony Road Encinitas CA 92024 262599786 501(C)(3) 8000 0 book Special programming New England Jewish Academy 300 Bloomfield Avenue West Hartford CT 06117 061455973 501(C)(3) 318516 0 book General operating support, special programming, capital and scholarships Operation Smile Gift Processing Center PO Box 758588 Topeka KS 666759939 541460147 501(C)(3) 20108 0 book General operating support Pasadena Jewish Temple and Center PO Box 41660 PO Box 41660 Pasadena CA 91104 951691318 501(C)(3) 5500 0 book General operating support Planned Parenthood of Delaware 625 N Shipley Street Shipley Street Wilmington DE 19801 510066725 501(C)(3) 10000 0 book General operating support Poverello Center 2056 N Dixie Highway Dixie Highway Wilton Manors FL 33305 650056218 501(C)(3) 7979 0 book General operating support Rensselaer Polytechnic Institute Gift Processing Center PO Box 3164 Boston MA 022413164 141340095 501(C)(3) 6500 0 book General operating support Sage PO Box 22876 New York NY 100872876 132947657 501(C)(3) 5699 0 book General operating support Saint Francis Hospital and Medical Center Foundation Inc Development Office 95 Woodland Street Hartford CT 061051299 061008255 501(C)(3) 18904 0 book General operating support Solomon Schechter Day School of Greater Hartford 26 Buena Vista Road West Hartford CT 06107 060873657 501(C)(3) 216368 0 book General operating support, special programming and scholarships STEP GTP 54 Beals Street Brookline MA 02446 824390203 501(C)(3) 15000 0 book General operating support Susan G Komen for the Cure 13770 Noel Road Suite 801889 Dallas TX 75380 751835298 501(C)(3) 15000 0 book General operating support Temple Sinai 41 West Hartford Road Newington CT 06111 066011131 501(C)(3) 21782 0 book General operating support, special programming, and capital Temple Sinai Brookline 50 Sewall Avenue Brookline MA 02446 042123667 501(C)(3) 8800 0 book General operating support The Bridge Family Center Inc 1022 Farmington Avenue West Hartford CT 06107 237013563 501(C)(3) 5100 0 book General operating support The Bushnell 166 Capitol Avenue Hartford CT 061061621 060662112 501(C)(3) 12000 0 book General operating support The Community Foundation for Greater New Haven 70 Audubon Street New Haven CT 065101248 066032106 501(C)(3) 250000 0 book Community building The Connecticut Hospice Inc PO Box 783 Branford CT 06405 060878822 501(C)(3) 10000 0 book General operating support The Emanuel Synagogue 160 Mohegan Drive West Hartford CT 06117 060675032 501(C)(3) 40589 0 book General operating support and special programming The Health Collective 643 Maple Ave Hartford CT 06114 061172441 501(C)(3) 9499 0 book General operating support The Hole in the Wall Gang Camp 555 Long Wharf Drive New Haven CT 06511 061157655 501(C)(3) 22860 0 book Special programming The Katharine Hepburn Cultural Arts Center 300 Main Street Old Saybrook CT 06475 510646562 501(C)(3) 10000 0 book General operating support The Loomis Chaffee School 4 Batchelder Road Windsor CT 06095 060653119 501(C)(3) 80600 0 book General operating support and scholarships The Wadsworth 600 Main Street Hartford CT 06103 060653111 501(C)(3) 11500 0 book General operating support Trinity College 300 Summit Street Room TC243 Hartford CT 06106 060646927 501(C)(3) 11858 0 book General operating support, special programming, and scholarships Trinity College Hillel Zachs Hillel House 74 Vernon Street Hartford CT 06106 521844823 501(C)(3) 5518 0 book General operating support Trybal Gatherings 21 Parkman St 3A Brookline MA 02446 822536308 501(C)(3) 5100 0 book Special programming UJA Federation of New York 130 E 59TH ST NEW YORK NY 100221302 510172429 501(C)(3) 8000 0 book General operating support United States Holocaust Memorial Museum 60 E 42ND ST NEW YORK NY 101651099 521309391 501(C)(3) 5300 0 book General operating support Universities Allied for Essential Medicines 1629 K Street NW Suite 300 Washington DC 200061631 010833168 501(C)(3) 10000 0 book General operating support University of Connecticut Foundation 2390 Alumni Drive Unit 3206 Storrs CT 062693206 066070722 501(C)(3) 85500 0 book General operating support University of Connecticut Hillel Trachten Zachs Hillel House 54 N Eagleville Road Storrs CT 06268 066071635 501(C)(3) 26796 0 book General operating support and special programming University of Hartford Hillel 200 Bloomfield Avenue Park River Ground Floor West Hartford CT 06117 060731360 501(C)(3) 45505 0 book General operating support University of Pennsylvania The Penn Fund 2929 Walnut Street Suite 300 Philadelphia PA 19104 231352685 501(C)(3) 7000 0 book Special programming UpStart Bay Area Jed Snerson 330 Prospect Ave Brooklyn NY 11215 263094076 501(C)(3) 30000 0 book Special programming Upstate Medical College Alumni Association 750 E Adams Street Setnor Academic Building Suite 1510 Syracuse NY 13210 166038703 501(C)(3) 16000 0 book Scholarships Voices of Hope 20 Waterside Drive Suite 100 Farmington CT 06032 814736138 501(C)(3) 72529 0 book General operating support and special programming Watkinson School Development Office 180 Bloomfield Avenue Hartford CT 061051096 060655136 501(C)(3) 5500 0 book Special programming Weill Cornell Medicine PO Box 22497 Office of External Affairs New York NY 100872497 150532082 501(C)(3) 10000 0 book Research Yale University School of Medicine Office of Development Box 7611 New Haven CT 065190611 060646973 501(C)(3) 40000 0 book Research Yeshiva Achei Tmimim Lubavitz Services 1148 Converse Street Longmeadow MA 01106 046004494 501(C)(3) 54000 0 book General operating support Young Israel of West Hartford 2240 Albany Avenue West Hartford CT 06117 222568510 501(C)(3) 19300 0 book General operating support, special programming, and capital YWCA Hartford Region 135 Broad Street Hartford CT 06105 060646993 501(C)(3) 8000 0 book General operating support ZERO Prostate Cancer PO Box 320753 Alexandria VA 22320 593400922 501(C)(3) 10000 0 book General operating support 116 0 College scholarshoips 47 136000 0 Israel experience scholarships 8 48000 0 Schedule I, Part I, Line 2 The Foundation has established processes to monitor grants to ensure that they are used for proper purposes and are not otherwise diverted from their intended use. The processes vary somewhat based on the source of the grant funds. Unrestricted Community Funds: Once a discretionary grant from unrestricted funds is approved, a letter agreement outlining the terms and conditions of the grant is sent to the grant recipient. It must be signed by the chief executive officer and volunteer head of the recipient's governing board. These grants are approved on the basis of a proposal as submitted. The recipient of any grant from the Foundation must agree to use the funds awarded for the specific project and in accordance with the budget submitted as part of the grant application. Grant funds are disbursed upon presentation of paid invoices accompanied by the Foundation's Grant Payment Request Form. The Foundation requires periodic progress reports until the completion of the project, and funding may be withheld if the recipient fails to make progress towards the intended project goals. The Foundation also requires the submission of a final report on the grant, which includes a detailed accounting of how the funds were expended compared to the original budget. Any requests for a modification in use of funds must be submitted in writing to the Foundation for approval in advance. Funds not used in the manner specified in the letter agreement may be retained by the Foundation or be approved for reallocation by the Foundation. Grants awarded but unpaid are cancelled. The grant recipient must agree to notify the Foundation of any change in its exempt status and any change that may be proposed by the IRS. Donor Advised Funds: Foundation staff reviews all grant recommendations and follows additional due diligence procedures to assure that grants are made to qualified charities for proper purposes and impermissible material benefits to donors are not present. Grant recommendations are processed and approved or denied in accordance with the Foundation's Donor Advised Fund Guidelines. All grants from donor advised funds are reported to the Board of Trustees on a quarterly basis. Grants to qualified charities made for general operating support are paid once the grant has been approved. Grants to qualified charities made for specific projects are paid after the recipients demonstrate the funded project was completed and submit paid invoices accompanied by the Foundation's Grant Payment Request Form. Grants awarded but unpaid are cancelled. Designated Funds: Grants from designated funds are paid to qualified charities in accordance with the terms of the applicable gift instruments. Foundation staff confirms the tax-exempt status and legal existence of charitable beneficiaries of grants before grants are paid to them. Grants for scholarships are paid directly to the institution the student is attending. Payment of scholarship awards is conditioned upon proof of enrollment and, where appropriate, receipt of a transcript for the most recently completed semester, as well as satisfaction of any other ongoing qualifications for the scholarship. X X X X 1 0 0 0 0 0 0 0 0 Laura Whitney Chief Financial Officer 183062 0 0 0 1267 0 0 0 12705 0 197034 0 0 0 Michael Elfenbaum Vice President Community Engagement 147921 0 0 0 1267 0 5917 0 868 0 155973 0 0 0 Susan Lotreck Vice President Operations 142467 0 0 0 827 0 5698 0 1040 0 150032 0 0 0 Jacob A Schreiber President and CEO (End 1/16/24) 10313 0 0 0 113353 0 0 0 103 0 123769 0 0 Schedule J, Part I, Line 4 Compensation in Part VII, Line 1a for the former CEO includes separation pay of $113,000 in accordance with his contract. X 77 6993138 AVG MKT VALUE 0 0 1 0 Schedule M, Part I, Line 9 The Foundation received 77 gifts of stock from 20 individuals totaling $6,993,138. Form 990, Part III, Line 4d Other Programs and Services (Expenses: $2,771,275 including grants of $1,963,163). These include the balance of grants awarded through community grantmaking programs, donor advised program and designated giving in program areas that include Arts and Culture, Social Justice, programs in Israel, Seniors, Religious and Spiritual Develo9pment, and Outreach. Form 990, Part VI, Section B, Line 11b Form 990, Part VI, Section B, Line 11b - A draft IRS Form 990 was prepared by the Foundation's CFO and was distributed to the President and CEO, the Audit Committee chair, and the Foundation's independent auditors for review and comment. A draft of the complete Form 990 was distributed to full Board of Trustees on the board portal prior to filing. Form 990, Part VI, Section B, Line 12c Form 990, Part VI, Section B, Line 12c - The Foundation has adopted a code of ethics and conflict of individuals within the Foundation covered by the policy that: (1) defines conflicts of interest; (2) defines individuals within the Foundation covered by the policy; (3) facilitates disclosure of information that may help identify conflicts of interest and potential conflicts; and (4) specified procedures to be followed in managing conflicts of interest. Each year the Foundation distributes its Code of Ethics and Conflict of Interest Policy to its Board of Trustees, members of its Audit, Budget and Finance, and Investment Committees, and staff, along with an annual disclosure statement. The completed statements are collected and kept in a locked file. It is the responsibility of trustees, committee members, staff members (and their families) associated with the Foundation to be alert to situations in which a conflict of interest could arise. The Foundation's Conflict of Interest policy requires disclosure of financial and other interests prior to any discussion of the matter under consideration and mandates abstention from decision-making actions when a potential for conflict exists. The Board or committee whose member may have a conflict has the right to review and discuss the matter of a conflict or potential without the affected individual being present. Trustees and committee members who believe that someone may have violated the Foundation's conflict of interest policy are directed to express their concern to the Chair of the Audit committee or to the Chair of the Board of Trustees. Staff would report the issue to the Foundation's President. Steps would then be taken to determine whether a conflict or the potential for conflict exists, and whether to: (1) take no action; (2) assure full disclosure to the Board, committee or others; (3) ask the individual to recuse themselves from participation in discussions or decision making concerning the matter at hand; or (4) ask the individual to resign from their position or, if the individual refuses to resign, become subject to possible removal in accordance with the Foundation's bylaws. The Foundation's President and CFO monitor proposed and ongoing transactions for conflicts of interest and would disclose them to the Chair of the Audit Committee and Chair of the Board of Trustees in order to deal with potential or actual conflicts, whether discovered before or after the transaction has occurred. Form 990, Part VI, Section B, Line 15 Form 990, Part VI, Section B, Line 15 - The Foundation has adopted a policy for setting compensation for its chief executive, officers, and "key employees". The policy is designed to ensure that the Foundation's executive compensation arrangements are reasonable. It includes three key components: (1) review and approval of compensation by a committee designated by the Board of trustees, provided that persons with conflicts of interest are not involved in their review or approval; (2) use of data as to comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations; and (3) contemporaneous documentation and record keeping with respect to the deliberations and decisions. Form 990, Part VI, Section C, Line 19 Form 990, Part VI, Section C, Line 19 - The Foundation publishes its audited statements on its website. The Foundation's Certificate of Incorporation is available through the office of the Secretary of the State of Connecticut. Its code of ethics and conflict of interest policy and bylaws are published on its website. Form 990, Part XI, Line 9 Change in market value of split interest agreements $141,419 and change in cash surrender value of life insurance $33,420.