2023-11-13T09:29:51-06:00 2022-12-31 452403156 TEPLITZKY & COMPANY PC ONE BRADLEY ROAD BUILDING 600 WOODBRIDGE CT 06525 990 2022-01-01 452403156 JEWISH FOUNDATION OF GREATER NEW HAVEN INC JEWI 2033872424 360 AMITY ROAD WOODBRIDGE CT 06525 LISA A STANGER PRINCIPAL OFFICER 2033872424 2023-11-13 1 LISA STANGER XXX-XX-XXXX 0 JEFFREY A TEPLITZKY P00275166 2033870852 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LISA A STANGER 360 AMITY ROAD WOODBRIDGE CT 06525 3695651 0 X WWW.NEWHAVENJEWISHFOUNDATION.ORG X 2011 CT THE JEWISH FOUNDATION OF GREATER NEW HAVEN, INC. SOLICITS AND MANAGES ENDOWMENT FUNDS AND PLANNED GIFTS FOR THE JEWISH FEDERATION OF GREATER NEW HAVEN AND FOR AREA SYNAGOGUES AND JEWISH ORGANIZATIONS 29 29 5 55 0 7635 2025742 2541110 3525175 640865 625285 497357 15109 16319 6191311 3695651 2804428 3369898 0 0 395926 444696 0 0 175717 196237 287288 3396591 4101882 2794720 -406231 82672017 71655746 17059787 14674180 65612230 56981566 X THE JEWISH FOUNDATION OF GREATER NEW HAVEN'S MISSION IS TO SOLICIT AND PROPERLY MANAGE CURRENT AND NEW CHARITABLE ENDOWMENTS AND PLANNED GIFTS FOR ORGANIZATIONS IN GREATER NEW HAVEN SO THAT THERE WILL BE PERMANENT AND ONGOING FUNDING FOR THE JEWISH FEDERATION OF GREATER NEW HAVEN, JEWISH EDUCATION, SYNAGOGUES, THE JEWISH ELDERLY AND CAMPING AND DAY SCHOOLS, AND THOSE IN NEED FOR CURRENT AND FUTURE GENERATIONS. 0 0 3495597 3369898 THE JEWISH FOUNDATION WORKS WITH AREA JEWISH AGENCIES, THE JEWISH FEDERATION, AND AREA SYNAGOGUES TO SOLICIT NEW CHARITABLE ENDOWMENTS, MANAGE AND DISTRIBUTE FROM CURRENT ENDOWMENTS, AND STEWARD DONORS. THE FOUNDATION ALSO LEADS LOCAL PROJECTS AND INITIATIVES INCLUDING THE CREATE A JEWISH LEGACY INITIATIVE, WOMEN OF VISION SOCIETY, BUILD A TZEDAKAH, AND THE JEWISH SCHOLARSHIP INITIATIVE. IN ADDITION,THE JEWISH FOUNDATION MANAGES AND DEPLOYS SECURITY GRANTS FOR AREA JEWISH ORGANIZATIONS AND SYNAGOGUES, AS WELL AS THE GRANTS FOR THE JEWISH ELDERLY AND WOMEN OF VISION SOCIETY INITIATIVES. 3495597 1 1 0 0 0 1 0 0 1 1 1 1 0 0 1 1 1 0 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 12 0 1 5 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X X LISA STANGER ESQ 2033872424 360 AMITY ROAD WOODBRIDGE CT 06525 FLEISCHMAN STEVE PAST FEDERATION CHAIR 1.00 X 0 0 0 LEWIS SHAFFER TRUSTEE 1.00 X 0 0 0 GERRY BARKER FEDERATION PRESIDENT 1.00 X 0 0 0 SKLAR CRAIG INVESTMENT CHAIR 1.00 X 0 0 0 HOOS BETSY WOMEN'S COMMITTEE CHAIR 1.00 X 0 0 0 SALTZMAN STEPHEN DEVELOPMENT PAST CHAIR 1.00 X 0 0 0 RICHARD WEISS TRUSTEE 1.00 X 0 0 0 HOOS JEFFREY PAST FEDERATION CHAIR 1.00 X 0 0 0 RABBI BENJAMIN SCOLNIC BOARD OF RABBIS APPOINTEE 1.00 X 0 0 0 ALDERMAN NORMAN TRUSTEE 1.00 X 0 0 0 COBERN MARTY TRUSTEE 1.00 X 0 0 0 COHEN NANCY TRUSTEE 1.00 X 0 0 0 DAVID HASS TRUSTEE 1.00 X 0 0 0 PRICE MICHAEL TRUSTEE 1.00 X 0 0 0 FRISCH SUZANNE DEVELOPMENT CHAIR 1.00 X 0 0 0 CAPLAN LINDA TRUSTEE 1.00 X 0 0 0 GLEN GREENBERG TRUSTEE 1.00 X 0 0 0 ERICA GROSS TRUSTEE 1.00 X 0 0 0 GRUBMAN ERIC TRUSTEE 1.00 X 0 0 0 NULAND SARA TRUSTEE 1.00 X 0 0 0 SKALKA DOUGLAS TRUSTEE 1.00 X 0 0 0 WATSKY KAL TRUSTEE 1.00 X 0 0 0 GLICK STEVE PAST CHAIR 1.00 X 0 0 0 LEVY JOHN PAST CHAIR 1.00 X 0 0 0 SKLARZ MARK GOVERNANCE CHAIR 1.00 X 0 0 0 TRACHTEN DAVID TRUSTEE 1.00 X 0 0 0 NAN BIRDWHISTELL TRUSTEE 1.00 X 0 0 0 HURWITZSCOTT CHAIR 1.00 X X 0 0 0 JACQUI KORAL TRUSTEE 1.00 X 0 0 0 LINDA RANDALL TRUSTEE 1.00 X 0 0 0 STANGER LISA EXECUTIVE DIRECTOR 40.00 X 159601 0 8500 GREEN ERIC VICE CHAIR 1.00 X 0 0 0 RAVID ERIC TREASURER 1.00 X 0 0 0 159601 0 8500 1 1 1 0 SCS FINANCIAL 888 BOYLSTON STREET STE 1010 BOSTON MA 02199 INVESTMENT MANAGEMENT 278879 1 2541110 422352 2541110 INVESTMENT RETURN 900099 640865 640865 640865 497357 497357 PRESENT VALUE ADJUSTMENT TO SPLIT 900099 16319 16319 16319 3695651 16319 0 1138222 3369898 3369898 159601 10989 115645 32967 244366 16826 177064 50476 9783 674 7088 2021 30946 2131 22423 6392 114943 83318 31625 71242 2637 17494 51111 1820 1820 PROGRAM EXPENSES 92442 92442 UTILITIES 4500 3375 1125 BANK AND PAYROLL FEES 2341 2341 4101882 3495597 430568 175717 68263 99204 913 463 1408753 1358753 42286 160598 27709 21794 5409 5915 80874878 69793031 271515 237782 82672017 71655746 81294 117858 16484439 14078587 494054 477735 17059787 14674180 X 6385541 5691495 59226689 51290071 65612230 56981566 82672017 71655746 -406231 -8224434 0 X X 0 1 X 1 0 X X 1 THE JEWISH FEDERATION OF GREATER NEW HAVEN 060647025 7 1 692166 0 1 692166 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6 THE FOUNDATION MAKES CHARITABLE DISTRIBUTIONS TO TAX-EXEMPT ORGANIZATIONS OTHER THAN THE JEWISH FEDERATION, ITS SUPPORTED ORGANIZATION. CHARITABLE DISTRIBUTIONS ARE MADE TO TAX-EXEMPT ORGANIZATIONS WHICH HAVE BEEN DESIGNATED AS BENEFICIARIES OF RESTRICTED ENDOWMENT FUNDS, BASED ON DONOR DESIGNATION. THESE DISTRIBUTIONS ARE BASED ON FOUNDATION SPENDING POLICY. IN ADDITION, THE FOUNDATION MAKES CHARITABLE DISTRIBUTIONS TO TAX-EXEMPT ORGANIZATIONS BASED ON THE RECOMMENDATIONS OF DONOR ADVISORS OF DONOR ADVISED FUNDS. THESE DISTRIBUTIONS MUST COMPLY WITH FOUNDATION DONOR ADVISED FUND PROCEDURES WHICH CAREFULLY VET THE ORGANIZATION AND THE RECOMMENDED DISTRIBUTIONS AS REQUIRED UNDER THE PENSION AND PROTECTION ACT OF 2006. IN ADDITION, GRANTS TO LOCAL JEWISH SYNAGOGUES AND TAX EXEMPT ORGANIZATIONS CAN BE MADE FROM THE FOUNDATION'S UNRESTRICTED FUND FOLLOWING A FORMAL GRANTS PROCESS AND AS APPROVED BY THE GRANTS COMMITTEE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 244 14 1590214 20125 1650589 78961 10522743 931207 1 1 0 1 X 53182154 1359037 -3999955 2079959 24000 503821 47933456 43921721 1174329 9955905 1400494 469308 53182154 40260636 235362 5015687 1180153 18017 391794 43921721 33116569 3928814 4644220 1072987 7870 348109 40260636 34296378 993960 -843580 998043 7724 324422 33116569 0 0 27709 21794 5915 5915 CASH AND CASH EQUIVALENTS 1055577 F MUTUAL FUNDS & EXCHANGE TRADED FUNDS 26983075 F HEDGE FUNDS 9047956 F LIMITED PARTNERSHIPS 18078140 F CREDIT SECURITIES 13383614 F OTHER ASSETS 1244669 F 69793031 LIABILITIES UNDER SPLIT INTEREST AGREEMENTS 477735 477735 X -4528783 -8224434 -8224434 3695651 0 3695651 4101881 0 4101881 0 4101881 PART IV, LINE 2B: THE FOUNDATION MANAGES CHARTIABLE ENDOWMENT FUNDS FOR THE JEWISH FEDERATION OF GREATER NEW HAVEN, AS WELL AS LOCAL SYNAGOGUES AND JEWISH ORGANIZATIONS. PRIOR TO FISCAL YEAR ENDED JULY 31, 2014, THE ASSETS OF THE FOUNDATION AND THE FEDERATION WERE REPORTED ON A CONSOLIDATED BASIS FOR AUDITED FINANCIAL STATEMENT AND TAX PURPOSES. AS OF FISCAL YEAR ENDED JULY 31, 2014 THE FOUNDATION AND FEDERATION REPORT THEIR NET ASSETS AND ACTIVITY SEPARATELY, BUT THE FOUNDATION CONTINUES TO ACT AS CUSTODIAN FOR FEDERATION ENDOWMENT ASSETS. PART V, LINE 4: THE INDIVIDUAL CHARITABLE FUNDS OF THE FOUNDATION ARE ADMINISTERED IN ACCORDANCE WITH THE TERMS OF THE GIFT INSTRUMENTS CREATING THEM AND ACCORDING TO THE PROCEDURES FOR THE OPERATION OF ENDOWMENT FUNDS WHICH WAS ADOPTED BY THE JEWISH FOUNDATION. UNRESTRICTED COMMUNITY FUNDS ARE USED TO OPERATE THE JEWISH FOUNDATION AND ARE ALSO ALLOCATED, BY THE JEWISH FOUNDATION'S PLANNING AND ALLOCATIONS COMMITTEE, TO EDUCATIONAL, RELIGIOUS AND SOCIAL SERVICE JEWISH AGENCIES AND ORGANIZATIONS IN GREATER NEW HAVEN. GRANTS FROM DONOR ADVISED FUNDS (WHICH CAN ONLY BE MADE TO 501(C)3 PUBLIC CHARITIES THAT ARE NOT SUPPORTING OR PRIVATE FOUNDATIONS THEMSELVES) ARE MADE UPON THE RECOMMENDATION OF DONORS AND MUST BE VETTED AND APPROVED BY THE JEWISH FOUNDATION FOLLOWING THE PROCEDURES FOR OPERATION OF DONOR ADVISED FUNDS WHICH WERE ADOPTED BY THE JEWISH FOUNDATION OF GREATER NEW HAVEN. TWICE EACH YEAR THE FOUNDATION DISTRIBUTES A LIST OF SELECTED FUNDING REQUESTS TO FUND ADVISORS OF DONOR ADVISED FUNDS THAT INCLUDES A BROAD RANGE OF CHARITABLE PROJECTS. DISTRIBUTIONS FROM DESIGNATED FUNDS ARE MADE TO CARRY OUT THE CHARITABLE INTENTIONS EXPRESSED BY THE DONORS AT THE TIME THE GIFTS WERE MADE. PART X, LINE 2: MANAGEMENT HAS ADOPTED THE PROVISIONS OF FASB ASC 740 INCOME TAXES, RELATING TO TAX UNCERTAINTIES. AT DECEMBER 31, 2018 AND 2017, THERE ARE NO UNCERTAIN TAX POSITIONS. THE FOUNDATION WILL CONTINUE TO EVALUATE UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH THE STANDARDS. SCHEDULE D, PART X SCHEDULE D, PART X - CHARITABLE GIFT ANNUITIES AND CHARITABLE REMAINDER TRUSTS PROGRAMS. REFUNDABLE ADVANCES: AS PART OF OUR AGENCY AND SYNAGOGUES ENDOWMENT PROGRAM, THE FOUNDATION HOLDS, ADMINISTERS AND MANAGES CERTAIN CHARITABLE ENDOWMENT FUNDS ESTABLISHED AND OWNED BY BENEFICIARY AGENCIES OF THE FOUNDATION AND LOCAL SYNAGOGUES AND JEWISH ORGANIZATIONS AS PART OF A COMMINGLED INVESTMENT POOL. THESE FUNDS ARE TREATED AS ASSETS AND LIABILITIES ON THE BOOKS OF THE FOUNDATION. SCHEDULE D, PART XI, LINE 4B - FASB LIABILITY ADJUSTMENTS TO SPLIT INTEREST GIFT ARRANGEMENTS. SCHEDULE D, PART XII, LINE 2D - FASB LIABILITY ADJUSTMENTS TO SPLIT INTEREST GIFT ARRANGEMENTS. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 35267152 EUROPE INVESTMENTS 908227 0 0 0 0 0 0 36175379 0 36175379 1 0 0 1 1 0 PART III ACCOUNTING METHOD: PART 1, LINE 3D REFLECTS AGGREGATE VALUE OF INVESTMENTS IN THE CENTRAL AMERICA AND THE CARIBBEAN REGION. 1 ANTI-DEFAMATION LEAGUE OF CONNECTICUT 1952 WHITNEY AVENUE 3RD FLOOR HAMDEN CT 06517 131818723 41006 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND AVODAH THE JEWISH SERVICE CORPS INC 125 MAIDEN LANE 8B NEW YORK NY 100385041 133914342 12000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND CAMP LAURELWOOD 463 SUMMER HILL ROAD MADISON CT 06443 060693092 51544 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND CONGREGATION B'NAI JACOB 75 RIMMON ROAD WOODBRIDGE CT 06525 060646580 24280 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND CONGREGATION MISHKAN ISRAEL 785 RIDGE ROAD HAMDEN CT 06517 060646198 24435 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND CONNECTICUT PUBLIC BROADCASTING 1049 ASYLUM AVENUE HARTFORD CT 061052432 060758938 5200 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND EZRA ACADEMY 75 RIMMON RD WOODBRIDGE CT 06525 060835136 18385 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND HEBREW IMMIGRANT AID SOCIETY 1300 SPRING STREET SUITE 500 SILVER SPRING MD 20910 135633307 7910 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND JEWISH FEDERATION OF GREATER NEW HAVEN 360 AMITY ROAD WOODBRIDGE CT 06525 060647025 582986 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND & GRANT FROM UNRESTRICTED FUNDS SOUTHERN CONNECTICUT HEBREW ACADEMY 261 DERBY AVENUE ORANGE CT 06477 060764273 52811 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND TEMPLE EMANUEL 150 DERBY AVENUE ORANGE CT 06477 060926072 45880 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND THE NEW ISRAEL FUND 6 EAST 39TH STREET SUITE 301 NEW YORK NY 100160108 942607722 19400 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND YALE NEW HAVEN HOSPITAL PO BOX 1849 OFFICE OF DEVELOPMENT NEW HAVEN CT 06508 060646652 15100 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND MAZON PO BOX 96119 WASHINGTON DC 20090 222624532 5072 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND AMERICAN FRIENDS OF ALYN HOSPITAL INC 122 EAST 42ND STREET NEW YORK NY 10168 136100833 10300 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND CONGREGATION BETH EL-KESER ISRAEL 85 HARRISON ST NEW HAVEN CT 06511 060672063 23423 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND CONGREGATION BETH SHALOM RODFE ZEDEK 55 EAST KINGS HIGHWAY CHESTER CT 06412 061556241 13000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND FEDERATION FOR JEWISH PHILANTHROPY OF UPPER FAIRFIELD COUNTY 4200 PARK AVE BRIDGEPORT CT 06604 060994563 36000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND COLD SPRING SCHOOL INC 263 CHAPEL STREET NEW HAVEN CT 06513 061066740 25000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 220 E 42 STREET NEW YORK NY 10017 131656634 14300 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND SEMESTER AT SEA 2243 CENTRAL AVENUE FORT COLLINS CO 80526 953075415 6000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND CAMP GAN ISRAEL OF GREATER NEW HAVEN INC 261 DERBY AVENUE ORANGE CT 06477 061077439 10500 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND TOWERS FOUNDATION INC 18 TOWER LANE NEW HAVEN CT 06519 061331831 20418 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND CREATIVE ARTS WORKSHOP INC 80 AUDUBON ST NEW HAVEN CT 06510 066067336 8000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND CHABAD JEWISH CENTER OF BALLANTYNE 8632 BRYANT FARMS ROAD CHARLOTTE NC 28277 581482114 10000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND AMERICAN THEATER WING 230 WEST 41ST STREET STE 1101 NEW YORK NY 10036 131893906 7500 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND AMERICARES FOUNDATION INC 88 HAMILTON AVENUE STAMFORD CT 06902 061008595 60000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND DOWNTOWN EVENING SOUP KITCHEN INC PO BOX 1478 NEW HAVEN CT 06506 222985448 5360 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND CHABAD LUBAVITCH OF THE SHORELINE 800 VILLAGE WALK 327 GUILFORD CT 06437 061589865 14600 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND CHABAD OF HAMDEN 2514 WHITNEY AVENUE HAMDEN CT 06518 061465691 10400 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND CONGREGATION OR SHALOM 205 OLD GRASSY HILL ROAD ORANGE CT 06477 060874061 10000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND LEAP INC 31 JEFFERSON ST NEW HAVEN CT 06511 311740634 6000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND FRIENDS OF KISHINEV JEWRY 635 EMPIRE BLVD BROOKLYN NY 11213 113253406 10000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND JEWISH ISRAELI CENTER NEW HAVEN INC PO BOX 2963 NEW HAVEN CT 06515 821089705 10000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND TEMPLE BETH SHOLOM 1809 WHITNEY AVE HAMDEN CT 06517 060760541 10025 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND NEIGHBORHOOD STUDIOS OF FAIRFIELD COUNTY 391 EAST WASHINGTON AVENUE BRIDGEPORT CT 06608 060993269 15100 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND NEW HAVEN CHORALE PO BOX 1897 NEW HAVEN CT 06508 066070715 16000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND MORRISTOWN JEWISH CENTER 177 SPEEDWELL AVE MORRISTOWN NJ 07960 221546172 5759 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND OPERATION HOPE OF FAIRFIELD INC 636 OLD POST ROAD FAIRFIELD CT 06824 061193489 10150 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND TEMPLE BETH DAVID OF CHESHIRE 3 MAIN STREET CHESHIRE CT 06410 237002044 10000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND THE JEWISH FAMILY SERVICE OF GREATER NEW HAVEN INC 1440 WHALLEY AVENUE NEW HAVEN CT 06515 060646692 22393 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND THE HEBREW CONGREGATION OF WOODMONT 15 EDGEFIELD AVENUE MILFORD CT 06460 222484704 13520 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND THE WESTVILLE SYNAGOGUE 74 WEST PROSPECT STREET NEW HAVEN CT 06515 060760064 34085 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 35TH STREET AND HAMILTON WALK PHILADELPHIA PA 19104 231352685 30000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND NEW HAVEN SCHOLARSHIP FUND INC PO BOX 8936 NEW HAVEN CT 06532 066049938 11075 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND UNION FOR REFORM JUDAISM 633 THIRD AVE NEW YORK NY 10017 131663143 18000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND YALE SCHOOL OF MEDICINE PO BOX 208063 NEW HAVEN CT 06520 060646973 5154 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND WINGS INDUSTRY NETWORK INC 9 OWENOKE PARK WESTPORT CT 06880 851508285 95000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND UNITED WAY OF GREATER NEW HAVEN 370 JAMES STREET NEW HAVEN CT 06513 060646761 8000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA 40 RECTOR ST NEW YORK NY 10002 135623717 5025 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND PART I, LINE 2: THE FOUNDATION BOARD APPROVES DISTRIBUTIONS FROM DONOR ADVISED FUNDS AS RECOMMENDED BY DONOR ADVISORS. ALL GRANTS MUST BE FOR CHARITABLE PURPOSES AND TO A 501(C)3 US PUBLIC CHARITY. FOUNDATION STAFF REVIEWS ALL DISTRIBUTIONS AND FOLLOWS UP IN WRITING WITH RECIPIENT ORGANIZATIONS TO CONFIRM USE OF FUNDS. X 0 0 0 0 0 0 0 0 0 STANGER LISA EXECUTIVE DIRECTOR 159601 0 0 0 0 0 0 0 8500 0 168101 0 0 0 X 9 422352 BROKERAGE STATEMENTS 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE FOUNDATION HAS A MEMBER, THE JEWISH FEDERATION OF GREATER NEW HAVEN. THE JEWISH FEDERATION OF GREATER NEW HAVEN APPOINTS 51% OF THE FOUNDATION BOARD MEMBERS, AND CERTAIN GOVERNANCE DECISION ARE SUBJECT TO THE FEDERATION. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS OF THE JEWISH FOUNDATION OF GREATER NEW HAVEN CAN ELECT OTHER BOARD MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN GOVERNANCE DECISIONS ARE SUBJECT TO THE JEWISH FEDERATION OF GREATER NEW HAVEN. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND EXECUTIVE BOARD. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER AND EACH COMMITTEE MEMBER FILLS OUT A FORM AT THE BEGINNING OF EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE CEO OF THE JEWISH FEDERATION, ALONG WITH THE CHAIR AND OTHER OFFICERS OF THE JEWISH FOUNDATION, REVIEWS THE DIRECTOR'S PERFORMANCE ON AN ANNUAL BASIS. A SALARY ANALYSIS AND COMPARISON OF THE DIRECTOR'S POSITION AND SALARY WAS PERFORMED BY AN OUTSIDE INDEPENDENT CONSULTANT. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 990 AVALAIBLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVALAIBLE TO THE PUBLIC FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED. THE JEWISH FEDERATION OF GREATER NEW HAVEN 360 AMITY ROAD WOODBRIDGE CT 06525 060647025 PLANNING PROGRAMMING AND FUNDRAISING FOR THE JEWISH COMMUNITY OF SOUTHERN CT CT 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 THE JEWISH FEDERATION OF GREATER NEW HAVEN B 692166 CASH BALANCE THE JEWISH FEDERATION OF GREATER NEW HAVEN O 63190 CASH BALANCE