2024-11-14T12:09:08-06:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2023-01-01 060699252 HARTFORD FOUNDATION FOR PUBLIC GIVING HART 8605481888 10 COLUMBUS BLVD 8TH FLOOR HARTFORD CT 06106 BONNIE J MALLEY VP, FINANCE AND ADMINISTRATION 8605481888 2024-11-13 1 1 LAURA J KENNEY P00202198 6177170831 2024-11-13 2023 2024-10-15 13:58:12Z JAY WILLIAMS 10 COLUMBUS BLVD 8TH FLOOR HARTFORD CT 06106 413039770 0 X WWW.HFPG.ORG X 1925 CT THE HARTFORD FOUNDATION FOR PUBLIC GIVING, ESTABLISHED IN 1925, IS THE COMMUNITY FOUNDATION FOR THE 29 TOWNS IN THE HARTFORD REGION. ITS MISSION IS PUTTING PHILANTHROPY INTO ACTION TO CREATE LASTING SOLUTIONS THAT RESULT IN VIBRANT COMMUNITIES WITHIN THE GREATER HARTFORD REGION. THE FOUNDATION SERVES APPROXIMATELY 775,000 RESIDENTS, HUNDREDS OF NONPROFITS AND A NETWORK OF PHILANTHROPISTS WITH MORE THAN 1500 FUNDS. IT BRINGS TOGETHER THE PEOPLE, KNOWLEDGE, INVESTMENTS AND PASSION TO MAKE THE REGION A MORE INCLUSIVE AND POSITIVE PLACE TO LIVE, WORK AND RAISE A FAMILY. 11 11 68 433 -17024 0 40600694 22392631 0 0 41805859 43970290 1704689 1011795 84111242 67374716 54548074 50044335 0 0 8215132 8495516 0 0 1801506 7659879 7896755 70423085 66436606 13688157 938110 1057794917 1138970331 36085531 28307897 1021709386 1110662434 X THE HARTFORD FOUNDATION FOR PUBLIC GIVING PUTS PHILANTHROPY INTO ACTION TO CREATE LASTING SOLUTIONS THAT RESULT IN VIBRANT COMMUNITIES WITHIN THE GREATER HARTFORD REGION. AS THE REGION'S COMMUNITY FOUNDATION, IT IS A PUBLIC, GRANTMAKING ORGANIZATION BRINGING TOGETHER DEDICATED INDIVIDUALS, BUSINESSES AND NONPROFITS TO UNDERSTAND LOCAL CHALLENGES, SHARE INFORMATION AND PUT RESOURCES BEHIND SOLUTIONS THAT CAN BUILD A MORE EQUITABLE AND RESILIENT PLACE TO LIVE, WORK AND RAISE A FAMILY. WE ARE COMMITTED TO DISMANTLING STRUCTURAL RACISM, AND ACHIEVING EQUITY IN SOCIAL AND ECONOMIC MOBILITY IN OUR REGION, IN PARTNERSHIP WITH NONPROFIT ORGANIZATIONS AND COMMUNITY STAKEHOLDERS. THAT COMMITMENT SITS AT THE CENTER OF THE FOUNDATION'S WORK AND IS REFLECTED IN THE ORGANIZATION'S PRIORITIES, PLANS AND ALLOCATION OF RESOURCES. 0 0 55282696 50044335 0 THE FOUNDATION IS A COMMUNITY FOUNDATION SERVING THE GREATER HARTFORD AREA BY MAKING GRANTS TO NONPROFIT ORGANIZATIONS AND AGENCIES IN NEED OF FINANCIAL ASSISTANCE. DURING 2023, THE FOUNDATION AWARDED NEARLY $1.5 MILLION AND 550 SCHOLARSHIPS TO COLLEGES AND UNIVERSITIES, TO HELP SUPPORT TRADITIONAL-AGED STUDENTS, ADULT LEARNERS, AND GRADUATE STUDENTS, WHO ATTENDED COMMUNITY COLLEGES, TWO AND FOUR-YEAR COLLEGES AND UNIVERSITIES. THE WORK OF THE HARTFORD FOUNDATION IS MADE POSSIBLE BY CONTRIBUTIONS FROM INDIVIDUALS, FAMILIES AND ORGANIZATIONS WHO CONTRIBUTED MORE THAN $22 MILLION AND CREATED 26 NEW FUNDS AT THE FOUNDATION DURING 2023. TODAY THERE ARE 1,522 FUNDS AT THE FOUNDATION (AS OF DECEMBER 31, 2023). 55282696 1 1 0 1 0 1 0 0 1 1 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 1 0 0 0 1 54 0 1 68 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 CT X BONNIE J MALLEY 8605481888 10 COLUMBUS BLVD FL 8 HARTFORD CT 06106 ANDREW R WORTHINGTON CHAIR 2.30 0.00 X X 0 0 0 MARK OVERMYER-VELAZQUEZ VICE CHAIR 2.30 0.00 X X 0 0 0 MARLENE IBSEN TREASURER 3.50 0.00 X X 0 0 0 SUSAN R DUNN DIRECTOR 2.30 0.00 X 0 0 0 BEATRIX GUTIERREZ DIRECTOR 2.30 0.00 X 0 0 0 SIVAN HINES DIRECTOR 2.30 0.00 X 0 0 0 ALAN MATTAMANA DIRECTOR 2.30 0.00 X 0 0 0 RICHARD N PALMER DIRECTOR 2.30 0.00 X 0 0 0 NICOLE PORTER DIRECTOR 2.30 0.00 X 0 0 0 DAVID M ROTH DIRECTOR 2.30 0.00 X 0 0 0 THEODORE S SERGI DIRECTOR 3.50 0.00 X 0 0 0 JAY WILLIAMS PRESIDENT & SECRETARY 40.00 0.00 X 515432 0 74821 BONNIE J MALLEY VP FINANCE & ADMINISTRATION ADMIN 40.00 0.00 X 246970 0 42149 ELYSA GORDON VP COMMUNITY IMPACT 40.00 0.00 X 238476 0 48541 DEBORAH ROTHSTEIN VP OF DEVELOPMENT 40.00 0.00 X 235936 0 31797 BRADFORD H DRAZEN VP COMMUNICATIONS & MARKETING 40.00 0.00 X 217230 0 46683 JUDITH W MCBRIDE VP COMMUNICATIONS & MARKETING 40.00 0.00 X 192590 0 26769 SUSAN H DANA DIRECTOR OF DEVELOPMENT, MAJOR GIFTS 40.00 0.00 X 176680 0 15824 SALLY WEISMAN DIRECTOR OF DEVELOPMENT & DONOR SVCS 40.00 0.00 X 166906 0 25050 1990220 0 311634 25 0 1 0 BANK OF AMERICA TRUSTEE BANK 99 FOUNDERS PLAZA EAST HARTFORD CT 06108 INVESTMENT MANAGEMENT FEES 909503 SILCHESTER INTERNATIONAL INVESTORS 780 THIRD AVENUE 42ND FLOOR NEW YORK NY 10017 INVESTMENT MANAGEMENT FEES 651049 FOCUSED INVESTORS FUND LP 1999 AVENUE OF THE STARS SUITE 332 CHESTNUT RIDGE NY 10977 INVESTMENT MANAGEMENT FEES 319388 MISSION VALUE GLOBAL FUND 793 BROADWAY SONOMA CA 95476 INVESTMENT MANAGEMENT FEES 309498 TRINITY STREET ASSET MANAGEMENT 1 CAVENDISH PLACE CHESTNUT RIDGE LONDON UK WIG 0QF INVESTMENT MANAGEMENT FEES 292280 34 22392631 15599866 22392631 24652004 -25390 24677394 41738 33564 8174 8174 8174 364949776 345631490 19318286 19318286 8366 19309920 OTHER REVENUE 900001 1003621 1003621 1003621 67374716 0 -17024 44999109 50044335 50044335 1166390 176596 744906 244888 5778436 2488120 2342165 948151 461149 198565 186917 75667 629554 271078 255176 103300 459987 198064 186446 75477 121568 52346 49275 19947 112847 112847 13808 13808 4440794 4440794 1296485 1035066 261119 300 87640 43820 43820 188503 81167 76406 30930 269451 116022 109216 44213 583530 251261 236521 95748 46682 20101 18921 7660 204242 87944 82785 33513 326843 140734 132479 53630 56496 56496 MEMBERSHIP 74921 32260 30368 12293 MISCELLANEOUS EXPENSES 42407 18260 17189 6958 PHOTOGRAPHY/VIDEOS 30538 13149 12378 5011 66436606 55282696 9352404 1801506 28647477 27286879 771220 82326 3024540 2368147 749911 656393 832999655 923041395 180821322 178270946 13805332 9632392 1057794917 1138970331 396574 378372 22494608 20415755 142163 109859 7307403 3335355 5744783 4068556 36085531 28307897 X 32555470 39044684 989153916 1071617750 1021709386 1110662434 1057794917 1138970331 X 938110 87532873 482065 X 0 1 X 1 0 X 14052928 27240509 24529055 40600694 22392631 128815817 14052928 27240509 24529055 40600694 22392631 128815817 34526953 94288864 19751302 16800415 23757813 18511610 24693742 103514882 232330699 6868304 0.40580 0.45900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13808 13808 66413827 66427635 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 3298 6601 6907 13808 30614 250000 250000 250000 250000 1000000 1500000 PART II-A, LINE 1: DESCRIPTION OF LOBBYING THE HARTFORD FOUNDATION FOR PUBLIC GIVING'S BROAD RANGE OF PUBLIC POLICY ACTIVITY, GROUNDED IN OUR GRANTMAKING AND GUIDED BY OUR MISSION AND VALUES, IS INTENDED TO MAKE THE ORGANIZATION'S WORK MORE FAR-REACHING, SUSTAINABLE, AND RESPONSIVE TO CRITICAL COMMUNITY ISSUES. THE FOUNDATION'S PUBLIC POLICY ACTIVITIES INCLUDE SHARING DATA AND RESEARCH (INCLUDING PROGRAM EVALUATIONS), CONVENING DIVERSE VOICES AROUND A PARTICULAR ISSUE, FORMING STRATEGIC RELATIONSHIPS, AND ADMINISTRATIVE AND LEGISLATIVE LOBBYING. AT THE CENTER OF OUR PUBLIC POLICY WORK IS URGING POLICYMAKERS TO INCLUDE PEOPLE WITH LIVED EXPERIENCE IN VARIOUS SOCIAL ISSUES WHEN DEVELOPING INTERVENTIONS TO ADDRESS THOSE NEEDS. THE FOUNDATION'S PUBLIC POLICY WORK ALSO INCLUDES SUPPORTING COMMUNITY-BASED ADVOCACY BY NONPROFITS THAT ENGAGES RESIDENTS WITH LIVED EXPERIENCES TO ADVOCATE ON THEIR OWN BEHALF. WHEN LEGISLATION IS APPROVED AND SIGNED INTO LAW, FOUNDATION STAFF ASSESSES THE NEED FOR ADMINISTRATIVE ADVOCACY TO ENGAGE WITH STATE AGENCY LEADERSHIP AND ENSURE THAT INITIATIVES ARE PROPERLY IMPLEMENTED. 264 20073995 17886099 208578577 1 1 0 1 X 1017740391 22387381 126523760 49897965 10386823 1106366744 1211899134 40575694 -168785457 54386215 11562765 1017740391 1089299515 24529055 152808778 45156873 9581341 1211899134 1024054563 26726704 100709141 52695316 9495577 1089299515 891555793 14052928 167530987 38299168 10785977 1024054563 0.03140 0.00000 0.96860 0 0 1941266 1421070 520196 514794 378597 136197 568480 568480 0 656393 SPLIT-INTEREST AGREEMENTS 4605328 F ALTERNATIVE INVESTMENTS 173665618 F 178270946 ANNUITY LIABILITY 2017497 LEASE LIABILITY - OPERATING 1982720 OTHER LIABILITIES 68339 4068556 PART IV, LINE 2B: THE FOUNDATION ACTS AS A FISCAL AGENT AND MAINTAINS FUNDS OWNED BY OTHER ORGANIZATIONS. THE FOUNDATION REPORTS THESE FUNDS AS ASSETS HELD AS FISCAL AGENT AND A CORRESPONDING LIABILITY HELD AS FISCAL AGENT ON THE STATEMENT OF FINANCIAL POSITION IN THE AUDITED FINANCIAL STATEMENTS. PART V, LINE 4: SINCE 1925, DONORS (INDIVIDUALS, FAMILIES AND ORGANIZATIONS) HAVE CREATED 1,522 FUNDS AT THE HARTFORD FOUNDATION FOR PUBLIC GIVING. THIS IS THE SOURCE OF THE FUNDING FOR THE FOUNDATION'S GRANTS AND OTHER PROGRAMS; WHICH ARE MORE FULLY DESCRIBED IN THE STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS, PART III, LINE 4A. THE FOUNDATION'S CURRENT SPENDING POLICY PROVIDES FOR ANNUAL SPENDING OF FUNDS AT 5 PERCENT OF THE PREVIOUS 20 QUARTERS' AVERAGE MARKET VALUES, SUBJECT TO A FLOOR OF 4.25% OF CURRENT ASSETS, AND A CEILING OF 5.75% OF CURRENT ASSETS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 129217179 0 0 0 0 0 0 129217179 0 129217179 1 0 1 1 1 0 PART I, LINE 3 THE INVESTMENTS IN THIS REGION ARE MEASURED USING THE NET ASSET VALUE PER SHARE (OR ITS EQUIVALENT) IN THE ORGANIZATION'S FINANCIAL STATEMENTS. 1 OUR PIECE OF THE PIE INC 20-28 SARGEANT STREET HARTFORD CT 06114 060939659 501(C)(3) 2330396 0 N/A N/A HUMAN SERVICES COMPASS YOUTH COLLABORATIVE 55 AIRPORT ROAD SUITE 201 HARTFORD CT 06114 311768549 501(C)(3) 1549000 0 N/A N/A HUMAN SERVICES HISPANIC FEDERATION - CONNECTICUT 175 MAIN STREET HARTFORD CT 06106 133573852 501(C)(3) 1000000 0 N/A N/A COMMUNITY AND ECONOMIC DEVELOPMENT SMITHSONIAN INSTITUTION P O BOX 37012 MRC 712 WASHINGTON DC 200137012 530206027 501(C)(3) 1000000 0 N/A N/A ARTS AND CULTURE THE PROSPERITY FOUNDATION INC 1287 CHAPEL STREET NEW HAVEN CT 06511 474364468 501(C)(3) 1000000 0 N/A N/A COMMUNITY AND ECONOMIC DEVELOPMENT JEWISH FEDERATION OF GREATER HARTFORD 333 BLOOMFIELD AVENUE SUITE C WEST HARTFORD CT 06117 060655482 501(C)(3) 929492 0 N/A N/A HUMAN SERVICES UNIVERSITY OF CONNECTICUT HEALTH CENTER 263 FARMINGTON AVENUE FARMINGTON CT 060308231 237187838 501(C)(3) 711469 0 N/A N/A HEALTH MOVE UNITED 451 HUNGERFORD DRIVE SUITE 608 ROCKVILLE MD 20850 946174016 501(C)(3) 660000 0 N/A N/A GENERAL SUPPORT HISPANIC HEALTH COUNCIL INC 175 MAIN STREET HARTFORD CT 06106 061018979 501(C)(3) 650044 0 N/A N/A GENERAL OPERATING SUPPORT NEW HAMPSHIRE CHARITABLE FOUNDATION 37 PLEASANT STREET CONCORD NH 03301 026005625 501(C)(3) 642143 0 N/A N/A GENERAL OPERATING SUPPORT COMMUNITY HEALTH RESOURCES INC 2 WATERSIDE CROSSING SUITE 401 WINDSOR CT 06095 066082527 501(C)(3) 637500 0 N/A N/A GENERAL OPERATING SUPPORT WADSWORTH ATHENEUM MUSEUM OF ART 600 MAIN STREET HARTFORD CT 061032990 060653111 501(C)(3) 630754 0 N/A N/A ARTS AND CULTURE GREATER HARTFORD ARTS COUNCIL 100 PEARL STREET SUITE 1201 HARTFORD CT 06103 237111486 501(C)(3) 609963 0 N/A N/A ARTS AND CULTURE THE OPEN HEARTH ASSOCIATION 150 CHARTER OAK AVE HARTFORD CT 06106 060646773 501(C)(3) 607000 0 N/A N/A GENERAL OPERATING SUPPORT HOUSING DEVELOPMENT FUND INC 100 PROSPECT STREET SUITE 100 STAMFORD CT 06901 061276156 501(C)(3) 600000 0 N/A N/A COMMUNITY AND ECONOMIC DEVELOPMENT HARTFORD PROMISE INC 750 MAIN STREET SUITE 1108-1 HARTFORD CT 06103 810924703 501(C)(3) 531167 0 N/A N/A EDUCATION DAVIDSON COLLEGE - DAF DEVELOPMENT OFFICE BOX 7170 DAVIDSON NC 280357170 560529961 501(C)(3) 509942 0 N/A N/A GENERAL SUPPORT SOUTHSIDE INSTITUTIONS NEIGHBORHOOD ALLIANCE INC 207 WASHINGTON STREET HARTFORD CT 06106 060993174 501(C)(3) 501750 0 N/A N/A GENERAL OPERATING SUPPORT ROCA INC 101 PARK STREET CHELSEA MA 02150 223223641 501(C)(3) 500000 0 N/A N/A HUMAN SERVICES CAPITAL WORKFORCE PARTNERS INC 1 UNION PLACE HARTFORD CT 06103 061013293 501(C)(3) 496257 0 N/A N/A COMMUNITY AND ECONOMIC DEVELOPMENT SOUTH PARK INN INC 75 MAIN STREET HARTFORD CT 06106 061083735 501(C)(3) 464496 0 N/A N/A BASIC HUMAN NEEDS THE SALVATION ARMY 855 ASYLUM AVENUE HARTFORD CT 06105 135562351 501(C)(3) 456130 0 N/A N/A HUMAN SERVICES NATIONAL MAIN STREET CENTER INC 53 WEST JACKSON BLVD SUITE 350 CHICAGO IL 60604 461405965 501(C)(3) 418750 0 N/A N/A COMMUNITY AND ECONOMIC DEVELOPMENT UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 30 LAUREL STREET HARTFORD CT 06106 060646653 501(C)(3) 414335 0 N/A N/A COMMUNITY AND ECONOMIC DEVELOPMENT CHRYSALIS CENTER INC 255 HOMESTEAD AVE PO BOX 320613 HARTFORD CT 06132 060986069 501(C)(3) 391848 0 N/A N/A GENERAL OPERATING SUPPORT CONNECTICUT DATA COLLABORATIVE 2389 MAIN STREET GLASTONBURY CT 06033 452841472 501(C)(3) 388008 0 N/A N/A INFORMATION AND COMMUNICATIONS REGIONAL DATA COOPERATIVE FOR GREATER NEW HAVEN INC 1146 CHAPEL STREET SUITE 202 NEW HAVEN CT 06511 061567201 501(C)(3) 371350 0 N/A N/A GENERAL OPERATING SUPPORT HARTFORD PUBLIC LIBRARY 500 MAIN STREET HARTFORD CT 06103 066026029 501(C)(3) 367127 0 N/A N/A INFORMATION AND COMMUNICATIONS FORGE CITY WORKS INC 227 LAWRENCE STREET 2ND FLOOR HARTFORD CT 06106 261412551 501(C)(3) 364400 0 N/A N/A GENERAL OPERATING SUPPORT UNIVERSITY OF CONNECTICUT 233 GLENBROOK ROAD UNIT 4100 STORRS CT 062694100 066070722 501(C)(3) 355522 0 N/A N/A SCHOLARSHIPS HARTFORD YOUTH SCHOLARS FOUNDATION 129 ALLEN PLACE HARTFORD CT 06106 203495171 501(C)(3) 343247 0 N/A N/A GENERAL OPERATING SUPPORT MCEIVR INC 960 MAIN STREET HARTFORD CT 06103 811458039 501(C)(3) 329959 0 N/A N/A COMMUNITY AND ECONOMIC DEVELOPMENT BOYS & GIRLS CLUBS OF HARTFORD INC 170 SIGOURNEY STREET HARTFORD CT 06105 066026005 501(C)(3) 329214 0 N/A N/A GENERAL OPERATING SUPPORT AURORA WOMEN AND GIRLS FOUNDATION INC P O BOX 370537 WEST HARTFORD CT 06137 061587403 501(C)(3) 328250 0 N/A N/A HUMAN SERVICES GIRLS FOR TECHNOLOGY 750 MAIN STREET SUITE 1210 HARTFORD CT 06103 465696249 501(C)(3) 313975 0 N/A N/A GENERAL OPERATING SUPPORT THE BRIDGE FAMILY CENTER INC 1022 FARMINGTON AVENUE WEST HARTFORD CT 06107 237013563 501(C)(3) 310658 0 N/A N/A GENERAL OPERATING SUPPORT OPEN COMMUNITIES ALLIANCE 75 CHARTER OAK AVENUE SUITE 1-200 HARTFORD CT 06106 464591657 501(C)(3) 302500 0 N/A N/A GENERAL OPERATING SUPPORT HEDCO INC 207 MAIN STREET 4TH FLOOR HARTFORD CT 06106 060919160 501(C)(3) 300250 0 N/A N/A GENERAL OPERATING SUPPORT THE MILKEN INSTITUTE 730 15TH STREET NW WASHINGTON DC 20005 954240775 501(C)(3) 300000 0 N/A N/A EDUCATION SHE LEADS JUSTICE INC PO BOX 320460 HARTFORD CT 06132 060913214 501(C)(3) 295000 0 N/A N/A COMMUNITY AND ECONOMIC DEVELOPMENT THE VILLAGE FOR FAMILIES & CHILDREN INC 1680 ALBANY AVENUE HARTFORD CT 06105 060668594 501(C)(3) 280082 0 N/A N/A GENERAL SUPPORT READYCT 350 CHURCH STREET 10TH FLOOR HARTFORD CT 06103 274704040 501(C)(3) 275300 0 N/A N/A GENERAL OPERATING SUPPORT EAST HARTFORD PUBLIC SCHOOLS 1110 MAIN STREET EAST HARTFORD CT 06108 066001609 GOVT 275000 0 N/A N/A EDUCATION CAMP COURANT INC 96 BATTERSON PARK ROAD FARMINGTON CT 06032 061018155 501(C)(3) 271259 0 N/A N/A GENERAL OPERATING SUPPORT VERNON PUBLIC SCHOOLS 30 PARK STREET PO BOX 600 VERNON CT 06066 066001677 GOVT 260000 0 N/A N/A EDUCATION WINDSOR PUBLIC SCHOOLS 601 MATIANUCK AVENUE WINDSOR CT 06095 066001688 GOVT 260000 0 N/A N/A EDUCATION CONNECTICUT CHILDREN'S MEDICAL CENTER FOUNDATION INC 282 WASHINGTON STREET HARTFORD CT 06106 222619869 501(C)(3) 247872 0 N/A N/A GENERAL OPERATING SUPPORT BROTHER CARL HARDRICK INSTITUTE FOR VIOLENCE PREVENTION INC 444 ALBANY AVENUE HARTFORD CT 061202504 883598969 501(C)(3) 240000 0 N/A N/A GENERAL OPERATING SUPPORT CONNECTICUT COUNCIL FOR PHILANTHROPY 75 CHARTER OAK AVENUE SUITE 1-205 HARTFORD CT 06106 237024016 501(C)(3) 238581 0 N/A N/A COMMUNITY AND ECONOMIC DEVELOPMENT HARTFORD SYMPHONY ORCHESTRA INC 166 CAPITOL AVENUE HARTFORD CT 06106 060637319 501(C)(3) 229166 0 N/A N/A ARTS AND CULTURE HARTFORD HOSPITAL 80 SEYMOUR STREET PO BOX 5037 HARTFORD CT 061025037 060646668 501(C)(3) 224747 0 N/A N/A HEALTH CONNECTICUT FOODSHARE INC 2 RESEARCH PARKWAY WALLINGFORD CT 06492 061063025 501(C)(3) 220390 0 N/A N/A GENERAL OPERATING SUPPORT CSZ FOUNDATION INC 17 WEST MAIN STREET AVON CT 06001 852687045 501(C)(3) 220388 0 N/A N/A GENERAL OPERATING SUPPORT HARTFORD STAGE 50 CHURCH STREET HARTFORD CT 06103 060790484 501(C)(3) 213060 0 N/A N/A ARTS AND CULTURE HARTFORD'S GOT TALENT INC PO BOX 777 HARTFORD CT 06142 823700390 501(C)(3) 210000 0 N/A N/A GENERAL OPERATING SUPPORT JEWISH COMMUNITY FOUNDATION OF GREATER HARTFORD 333 BLOOMFIELD AVENUE SUITE D WEST HARTFORD CT 06117 061372107 501(C)(3) 205141 0 N/A N/A PHILANTHROPY THE BRIDGE PROJECT 481 GREENWICH ST 1C NEW YORK NY 10013 881293144 501(C)(3) 202500 0 N/A N/A HUMAN SERVICES LOVE146 PO BOX 8266 NEW HAVEN CT 06530 201168284 501(C)(3) 195000 0 N/A N/A HUMAN SERVICES HORACE BUSHNELL MEMORIAL HALL CORPORATION 166 CAPITOL AVENUE HARTFORD CT 06106 060662112 501(C)(3) 192217 0 N/A N/A GENERAL SUPPORT UNIVERSITY OF CONNECTICUT FOUNDATION INC 2390 ALUMNI DRIVE UNIT 3206 STE 2 STORRS CT 062693206 066070722 501(C)(3) 191140 0 N/A N/A EDUCATION KNOX INC 75 LAUREL STREET HARTFORD CT 06106 060985421 501(C)(3) 187877 0 N/A N/A COMMUNITY AND ECONOMIC DEVELOPMENT HARTFORD HEALTH INITIATIVE INC 35 THOMASTON STREET HARTFORD CT 06112 812306351 501(C)(3) 175000 0 N/A N/A GENERAL OPERATING SUPPORT HEALTH EQUITY SOLUTIONS INC 53 OAK STREET HARTFORD CT 06106 465011055 501(C)(3) 175000 0 N/A N/A GENERAL OPERATING SUPPORT MANCHESTER PUBLIC SCHOOLS 45 NORTH SCHOOL STREET MANCHESTER CT 06042 066001633 GOVT 175000 0 N/A N/A EDUCATION REBUILDING TOGETHER HARTFORD INC PO BOX 230295 HARTFORD CT 061230295 061418008 501(C)(3) 173000 0 N/A N/A COMMUNITY AND ECONOMIC DEVELOPMENT SPECTRUM IN MOTION DANCE THEATER ENSEMBLE INC 233 PEARL STREET 22 HARTFORD CT 06103 262413622 501(C)(3) 165988 0 N/A N/A GENERAL OPERATING SUPPORT JUSTICE DANCE PERFORMANCE PROJECT INC 75 CHARTER OAK AVENUE BUILDING 1 SUITE 206 HARTFORD CT 06106 223064328 501(C)(3) 162115 0 N/A N/A GENERAL OPERATING SUPPORT CATCHAFIRE FOUNDATION 1885 MISSION STREET D3 SAN FRANCISCO CA 94103 270649371 501(C)(3) 160800 0 N/A N/A CAPACITY BUILDING ACTUP THEATER INC 740 PROSPECT AVENUE HARTFORD CT 06105 811065321 501(C)(3) 155000 0 N/A N/A GENERAL OPERATING SUPPORT NATIONAL CONFERENCE FOR COMMUNITY AND JUSTICE PO BOX 2151 MIDDLETOWN CT 06457 141937658 501(C)(3) 152000 0 N/A N/A GENERAL OPERATING SUPPORT CITY OF HARTFORD 550 MAIN STREET ROOM 200 HARTFORD CT 06103 066001870 GOVT 150000 0 N/A N/A COMMUNITY AND ECONOMIC DEVELOPMENT FULL CITIZENS COALITION 32 ELM STREET HARTFORD CT 06106 150000 0 N/A N/A COMMUNITY AND ECONOMIC DEVELOPMENT NAMI INC 4301 WILSON BLVD SUITE 300 ARLINGTON VA 22203 431201653 501(C)(3) 150000 0 N/A N/A GENERAL SUPPORT CT STATE COMMUNITY COLLEGE 185 MAIN STREET NEW BRITAIN CT 06051 301342540 GOVT 141750 0 N/A N/A EDUCATION CONNECTICUT FAIR HOUSING CENTER INC 60 POPIELUSZKO COURT HARTFORD CT 06106 061453727 501(C)(3) 141000 0 N/A N/A HUMAN RIGHTS KINGSWOOD OXFORD SCHOOL INC 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 060646688 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NH 03824 020437506 501(C)(3) 5500 0 N/A N/A EDUCATION WEST HARTFORD PUBLIC LIBRARY 20 SOUTH MAIN STREET WEST HARTFORD CT 06107 061053847 501(C)(3) 5500 0 N/A N/A EDUCATION JUNIOR LEAGUE OF HARTFORD INC PO BOX 270956 WEST HARTFORD CT 06127 060672786 501(C)(3) 5443 0 N/A N/A GENERAL OPERATING SUPPORT FAIRFIELD UNIVERSITY 1073 NORTH BENSON ROAD FAIRFIELD CT 068245195 060646623 501(C)(3) 5432 0 N/A N/A SCHOLARSHIPS FOUNDATION FOR EDUCATIONAL OPPORTUNITIES INC PO BOX 135 HARTFORD CT 061410135 061419482 501(C)(3) 5250 0 N/A N/A EDUCATION UJIMA AFRICAN AMERICAN ALLIANCE 14 GARY DR ENFIELD CT 060822602 852507276 501(C)(3) 5250 0 N/A N/A ARTS AND CULTURE HAVERFORD COLLEGE HAVERFORD COLLEGE LOCK BOX PO BOX 95000-1488 PHILADELPHIA PA 191951488 236002304 501(C)(3) 5035 0 N/A N/A SCHOLARSHIPS 619 24 PART I, LINE 2: GRANT PAYMENTS ARE MADE AFTER GRANT APPROVAL. FOR GRANTS WITH INSTALLMENTS, PAYMENTS ARE MADE AFTER REVIEW OF PROGRESS SUBMITTED BY AN AGENCY. PROGRESS REPORTS ARE REVIEWED FOR ALIGNMENT WITH THE ORIGINAL GRANT PURPOSE AS WELL AS FINAL REPORTS MUST BE SUBMITTED BY THE AGENCIES TO ENSURE THEY ARE PROVIDING THE SERVICES PER THE APPROVED GRANT. X X X X X 0 0 0 0 0 0 0 1 0 JAY WILLIAMS PRESIDENT & SECRETARY 439072 0 75256 0 1104 0 42400 0 32421 0 590253 0 0 0 BONNIE J MALLEY VP FINANCE & ADMINISTRATION ADMIN 228518 0 15086 0 3366 0 20125 0 22024 0 289119 0 0 0 ELYSA GORDON VP COMMUNITY IMPACT 221197 0 15086 0 2193 0 20205 0 28336 0 287017 0 0 0 DEBORAH ROTHSTEIN VP OF DEVELOPMENT 218699 0 14113 0 3124 0 18904 0 12893 0 267733 0 0 0 BRADFORD H DRAZEN VP COMMUNICATIONS & MARKETING 201289 0 13954 0 1987 0 18522 0 28161 0 263913 0 0 0 JUDITH W MCBRIDE VP COMMUNICATIONS & MARKETING 185607 0 2000 0 4983 0 15236 0 11533 0 219359 0 0 0 SUSAN H DANA DIRECTOR OF DEVELOPMENT, MAJOR GIFTS 170245 0 2000 0 4435 0 13780 0 2044 0 192504 0 0 0 SALLY WEISMAN DIRECTOR OF DEVELOPMENT & DONOR SVCS 162609 0 2000 0 2297 0 13730 0 11320 0 191956 0 0 0 PART I, LINE 7 BONUSES FOR PRESIDENT/CEO AND EXECUTIVE LEADERSHIP TEAM ARE AWARDED BASED ON THE ACHIEVEMENT OF SPECIFIC PERFORMANCE GOALS. X 20 15599866 MARKET QUOTES 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS ARE REPORTED IN COLUMN B. FORM 990, PART VI, SECTION A, LINE 7A PURSUANT TO THE FOUNDATION'S RESOLUTION AND DECLARATION OF TRUST, ITS GOVERNING DOCUMENT, EACH OF THE FOLLOWING HAS AUTHORITY TO APPOINT ONE MEMBER OF THE BOARD OF DIRECTORS - CHIEF JUSTICE OF THE SUPREME COURT OF THE STATE OF CONNECTICUT, MAJORITY VOTE OF THE PRESIDENTS OF THE COLLEGES THAT ARE FULL MEMBERS OF THE HARTFORD CONSORTIUM OF HIGHER EDUCATION, JUDGE OF THE PROBATE COURT FOR THE DISTRICT OF HARTFORD, CHAIR OF THE BOARD OF DIRECTORS OF THE UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT, CHAIR OF THE BOARD OF DIRECTORS OF THE METROHARTFORD ALLIANCE, TRUSTEES COMMITTEE, WHOSE APPOINTEE SHALL NOT BE AN EXECUTIVE OFFICER OF ANY OF THE TRUSTEE CORPORATIONS THEN ACTING. FORM 990, PART VI, SECTION A, LINE 7B UNDER THE FOUNDATION'S RESOLUTION AND DECLARATION OF TRUST, A MAJORITY VOTE BY THE TRUSTEES COMMITTEE IS REQUIRED TO APPROVE AMENDMENTS TO THE RESOLUTION AND DECLARATION OF TRUST, INCLUDING THE POWER TO APPROVE A DECISION BY THE BOARD OF DIRECTORS TO TERMINATE THE FOUNDATION AND ALL THE POWERS AND DUTIES OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE BEEN GRANTED AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE FOUNDATION'S INDEPENDENT AUDITORS, AND THEN REVIEWED BY THE FOUNDATION'S FINANCIAL AND EXECUTIVE STAFF. THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE FORM 990. THE FORM 990 IS THEN REVIEWED AND APPROVED BY THE ENTIRE BOARD OF DIRECTORS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C INFORMATION GATHERING ANNUALLY, THE BOARD OF DIRECTORS, INVESTMENT COMMITTEE MEMBERS (INCLUDES NON-DIRECTORS) AND ALL STAFF MEMBERS ARE ASKED TO REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE THE DISCLOSURE FORM, INFORMATION FROM WHICH IS REVIEWED IN CONNECTION WITH GRANT PROPOSALS OR NEW VENDOR RELATIONSHIPS. REVIEW AND MONITORING - BOARD AND STAFF CONFLICTS DISCLOSURE FORMS ARE REVIEWED BY THE PRESIDENT. - BOARD AND SENIOR STAFF CONFLICTS ARE THEN COMPILED IN A CHART FOR DISTRIBUTION TO THE FOUNDATION'S PROGRAM STAFF FOR REGULAR REVIEW AS GRANT WRITE-UPS ARE PREPARED AND SUBMITTED TO THE BOARD. - DIRECTORS ARE FURTHER ASKED TO DISCLOSE CONFLICTS, OR POTENTIAL CONFLICTS, BEFORE ACTION IS TAKEN ON ANY GRANT PROPOSAL. THE DIRECTOR OR SENIOR STAFF MEMBER MUST ABSTAIN FROM ACTING ON ANY PROPOSAL WHEN THERE IS A CONFLICT OR POTENTIAL CONFLICT OF INTEREST. - CONFLICTS AND ABSTENTIONS ARE NOTED IN THE BOARD MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION DETERMINATION - REVIEW OF PERFORMANCE OF CHIEF EXECUTIVE OFFICER BY THE DIRECTORS, NONE OF WHOM HAS A CONFLICT OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT. - BOARD CHAIR AND VICE CHAIR EXECUTE A CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION IN WRITING, PRIOR TO ANY COMPENSATION ADJUSTMENT FOR THE CEO. - A SIMILAR PROCESS OCCURS FOR THE CEO'S REVIEW OF THE OTHER SENIOR MANAGEMENT OFFICIALS. - THE BOARD MEMBERS, COMPRISED ENTIRELY OF DISINTERESTED DIRECTORS, CONSIDERED THE REPORT OF A COMMISSIONED COMPENSATION SURVEY OF 15 PEER COMMUNITY FOUNDATIONS PERFORMED BY THE HUMAN RESOURCE CONSORTIUM (HRC) TO DEVELOP A COMPETITIVE, REASONABLE, AND RESPONSIBLE PACKAGE OF TOTAL COMPENSATION UNDER ALL THE CIRCUMSTANCES AND FACTS - AS TAILORED TO HFPG. - THIS PROCESS IS UNDERTAKEN ANNUALLY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 CORPORATE GOVERNANCE DOCUMENTS ARE PART OF THE PUBLIC FILES OF THE CT SECRETARY OF STATE, AUDITED FINANCIAL STATEMENTS AND QUARTERLY INVESTMENT PERFORMANCE DATA ARE AVAILABLE ON OUR WEBSITE, AND THE OTHERS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE/SPLIT-INTEREST 482,065. HFPG IMPACT LLC 10 COLUMBUS BOULEVARD 8TH FLOOR HARTFORD CT 06106 832025201 TO MAKE INVESTMENTS BEYOND THE SCOPE OF THE FOUNDATION'S TRADITIONAL GRANTS CT 0 840000 HFPG INC HFPG SPECIAL ASSETS INC 10 COLUMBUS BLVD 8TH FLOOR HARTFORD CT 06106 300303718 TO ASSIST THE FOUNDATION IN RECEIVING DONATIONS. CT 501 (C) (3) LINE 12A, I HARTFORD FOUNDATION FOR PUBLIC GIVING 1 POOLED INCOME FUND SPLIT INTEREST AGREEMENTS CT T 0 CHARITABLE REMAINDER TRUST (12) SPLIT INTEREST AGREEMENTS CT T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0