2024-11-15T10:54:45-06:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 29 SOUTH MAIN STREET 4TH FLOORD WEST HARTFORD CT 06107 990 2023-07-01 060970466 NEW CANAAN COMMUNITY FOUNDATION INC NEWC 2039660231 111 CHERRY STREET NEW CANAAN CT 06840 LAUREN PATTERSON PRESIDENT & CEO 2039660231 2024-11-12 1 0 MARY KAY CURTISS P01551484 8605614000 2024-11-12 2023 2024-10-15 13:58:12Z LAUREN PATTERSON 111 CHERRY STREET NEW CANAAN CT 06840 5907656 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. 21 21 5 170 0 0 2162374 2462736 2700 4350 782777 1068447 -32182 -40169 2915669 3495364 1925904 4153674 0 0 396975 419412 0 0 217358 362698 445198 2685577 5018284 230092 -1522920 25768610 26789085 250791 188154 25517819 26600931 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 4342152 3894174 GRANTS ARE MADE TO SUPPORT CAPITAL, PROGRAM AND OPERATING NEEDS OF LOCAL NONPROFIT ORGANIZATIONS. 261476 234500 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. 27876 25000 4350 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. 4631504 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 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 LAUREN PATTERSON PRESIDENT & CEO 40.00 X 137327 0 14122 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 ELIZABETH CAHILL 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 EILEEN BOYD 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 137327 0 14122 1 0 0 0 0 357948 2104788 17150 2462736 YPF PROGRAM REVENUE 561499 4350 4350 4350 687432 687432 2735988 2354973 381015 381015 381015 17150 357948 57319 -40169 -40169 3495364 4350 0 1028278 4153674 4153674 159422 127538 7970 23914 198679 99430 20840 78409 11608 5648 1248 4712 15173 8791 1372 5010 34530 21658 2820 10052 54663 54663 43355 43355 92576 27326 13258 51992 16448 10367 1310 4771 28341 15415 10056 2870 25568 15298 3063 7207 46732 29310 3818 13604 1614 1012 132 470 7004 6666 338 2093 1313 171 609 5346 5346 FUND EXPENSE 97374 97374 ANNUAL APPEAL 14759 3690 11069 OTHER FUNDRAISING EXPEN 9325 6994 2331 5018284 4631504 169422 217358 453022 66036 410297 179875 20138 0 29757 28461 2471 1296 19278809 20621696 5537508 5885366 66365 34816 25768610 26789085 35062 5057 167450 180125 48279 2972 250791 188154 X 11832103 12001105 13685716 14599826 25517819 26600931 25768610 26789085 -1522920 2606032 0 X 0 1 X 1 0 X 3458067 2558590 3254916 2162374 2462736 13896683 3458067 2558590 3254916 2162374 2462736 13896683 2186722 11709961 507416 722535 1044303 777113 687432 3738799 1440 10695 152815 19424 17150 201524 17837006 12800 0.65650 0.64010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51 12 578930 304825 1183150 460379 7691101 662690 1 1 21620697 2390119 3183099 2874107 655257 23664551 19978879 2163057 2217146 2084035 654350 21620697 24424026 2617504 -3713553 2604227 744871 19978879 19241241 2186063 5464728 1931663 536343 24424026 17167493 3313427 1049679 1802819 486539 19241241 0.38320 0.61680 0 0 29757 28461 1296 1296 TIFF MULTI-ASSET FUND 5885366 F 5885366 RIGHT-OF-USE LIABILITY 2972 2972 5570720 2606032 57319 2663351 2907369 43355 544640 587995 3495364 3520028 57319 57319 3462709 43355 1512220 1555575 5018284 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NET WITH FUNDRAISING INCOME IN 990 57,319. PART XI, LINE 4B - OTHER ADJUSTMENTS: AGENCY FUND CONTRIBUTIONS 96,617. AGENCY FUND INVESTMENT GAIN/LOSS 448,023. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NET WITH FUNDRAISING INCOME IN 990 57,319. PART XII, LINE 4B - OTHER ADJUSTMENTS: AGENCY FUND GRANTS 1,512,220. SPRING LUNCHEON 375098 357948 17150 4146 15730 37443 375098 357948 17150 4146 15730 37443 57319 -40169 1 ABC OF NEW CANAAN POST OFFICE BOX 355 NEW CANAAN CT 06840 237352164 30600 0 GRANT RECOMMENDED BY DAF TO SUPPORT TWO 2023 SCHOLARSHIPS AND GENERAL OPERATING AMERICARES FREE CLINICS 88 HAMILTON AVENUE STAMFORD CT 06902 061422741 8000 0 GRANT TO SUPPORT OPERATIONS AT THE STAMFORD AND NORWALK CLINICS BENTLEY UNIVERSITY STUDENT ACCOUNTS 175 FOREST STREET RAUCH 132 WALTHAM MA 02452 041081650 9000 0 SCHOLARSHIP BOSTON SYMPHONY ORCHESTRA 301 MASSACHUSETTS AVENUE BOSTON MA 02115 042103550 30000 0 GRANT TO SUPPORT THE SENSORY FRIENDLY CONCERT PROGRAM BUCKNELL UNIVERSITY ONE DENT DR LEWISBURG PA 17837 240772407 9250 0 SCHOLARSHIP BUILDING ONE COMMUNITY-THE CENTER FOR IMMIGRANT OPPORTUNITY 75 SELLECK ST STAMFORD CT 06902 275024317 12500 0 GRANT TO SUPPORT WORKFORCE DEVELOPMENT AND ACADEMIC ENRICHMENT PROGRAMS CARRIAGE BARNNEW CANAAN SOCIETY FOR THE ARTS 681 SOUTH AVE NEW CANAAN CT 06840 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7250 0 GRANT TO SUPPORT GENERAL OPERATING AND YOUNG PHLIANTHROPIST GRANT CT INSTITUTE FOR REFUGEES AND IMMIGRANTS 670 CLINTON AVENUE BRIDGEPORT CT 06605 060669118 10000 0 GRANT TO SUPPORT STAMFORD IMMIGRATION LEGAL SERVICES CONNECTICUT RISE NETWORK 700 STATE STREET SUITE 301 NEW HAVEN CT 06511 814104274 22500 0 GRANT RECOMMENDED BY DONOR AND TO SUPPORT GENERAL OPERATING DIOCESE OF BRIDGEPORT 238 JEWETT AVE BRIDGEPORT CT 06606 060737923 9500 0 GRANT RECOMMENDED BY DAF FOR THE 'WE STAND FOR CHRIST' CAMPAIGN EARTHPLACE NATURE DISCOVERY CENTER 10 WOODSIDE LANE POST OFFICE BOX 165 WESTPORT CT 06881 060740523 12000 0 GRANT TO SUPPORT HARBOR WATCH PROGRAM FAIRFIELD COUNTY HOSPICE HOUSE 1 DEN RD STAMFORD CT 069021113 454166197 9600 0 GRANT TO SUPPORT RESIDENT ASSISTANCE FUND FAMILY & CHILDREN'S AGENCY 9 MOTT AVENUE NORWALK CT 06850 060970985 12000 0 GRANT TO SUPPORT SENIOR CARE PROGRAMS FILLING IN THE BLANKS 346 MAIN AVENUE SUITE 3A NORWALK CT 06851 464980002 10650 0 GRANT TO SUPPORT WEEKEND 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SUPPORT GENERAL OPERATING STAND TOGETHER AGAINST RACISM 127 WELLESLEY DR 06840 NEW CANAAN CT 06840 510006522 7500 0 GRANT TO SUPPORT GENERAL OPERATING STAR INC LIGHTING THE WAY 182 WOLFPIT AVE NORWALK CT 06851 060726489 18700 0 GRANT TO SUPPORT COMMUNITY ENRICHMENT CLASSES & AS RECOMMENDED BY DAF STAYING PUT IN NEW CANAAN 58 PINE STREET NEW CANAAN CT 06840 208465004 1047118 0 AGENCY FUND DISTRIBUTION, AND GRANTS TO SUPPORT PROGRAMS SUMMER THEATRE OF NEW CANAAN 70 PINE STREET NEW CANAAN CT 06840 200936471 17500 0 GRANT RECOMMENDED BY DAF AND TO SUPPORT GENERAL OPERATING TECHNOSERVE INC 1777 N KENT STREET SUITE 1100 ARLINGTON VA 22209 132626135 10000 0 GRANT RECOMMENDED BY DAF THE CARVER 7 ACADEMY STREET NORWALK CT 06850 060862072 31000 0 GRANTS TO SUPPORT HIGH SCHOOL AFTER-SCHOOL PROGRAMMING, SCHOLARSHIP & AS RECOMMENDED BY DAFS THE CONGREGATIONAL CHURCH OF NEW CANAAN 23 PARK STREET NEW CANAAN CT 06840 060653049 36500 0 GRANTS RECOMMENDED BY DAFS THE EXCHANGE CLUB CENTER FOR THE PREVENTION OF CHILD ABUSE OF SOUTHERN CT ( 141 FRANKLIN STREET STAMFORD CT 06901 061398440 7500 0 GRANT TO SUPPORT THE HOME VISITATION MODEL THE NEW SCHOOL 66 WEST 12TH STREET NEW YORK NY 10011 133297197 7000 0 SCHOLARSHIP THE ROWAN CENTER 111 SUMMER STREET SUITE 202 STAMFORD CT 06905 061037583 8000 0 GRANT TO SUPPORT SEXUAL ASSAULT RESPONSE AND PREVENTION FOR TEENS IN LOWER FAIRFIELD COUNTY THE UNDIES PROJECT 10 SLEEPY HOLLOW ROAD COS COB CT 06807 814243048 10000 0 GRANT RECOMMENDED BY DONOR TOURETTE ASSOCIATION OF AMERICA 42-40 BELL BOULEVARD SUITE 205 BAYSIDE NY 11361 237191992 20000 0 GRANT RECOMMENDED BY DONOR TOWN OF NEW CANAAN 77 MAIN STREET NEW CANAAN CT 06840 066002043 455281 0 GRANTS TO SUPPORT EMERGENCY ASSISTANCE, BRISTOW PARK, MEAD PARK, & ATHLETIC FOUNDATION UNIVERSITY OF CONN - STAMFORD STAMFORD BURSAR OFFICE 1 UNIVERSITY PLACE STAMFORD CT 06901 060772160 7000 0 SCHOLARSHIP UNIVERSITY OF CONNECTICUT 233 GLENBROOK ROAD UNIT 4100 STORRS CT 06269 066070722 6500 0 SCHOLARSHIP UNIVERSITY OF GEORGIA 220 HOLMES/HUNTER ACADEMIC BLD ATHENS GA 30602 586001998 5250 0 SCHOLARSHIP UNIVERSITY OF MICHIGAN 2226 STUDENT ACTIVITIES BLDG 515 E JEFFERSON ST ANN ARBOR MI 481091316 386006309 7000 0 SCHOLARSHIP UNIVERSITY OF VIRGINIA STUDENT PAYMENT PROCESSING PO BOX 400204 CHARLOTTESVILLE VA 22904 546001796 7000 0 SCHOLARSHIP UNIVERSITY OF WISCONSIN - MADISON BURSARS OFFICE 333 EAST CAMPUS MALL 10501 MADISON WI 537151383 396006492 6000 0 SCHOLARSHIP VINCEREMOS THERAPEUTIC RIDING CENTER 12200 SIXTH COURT N LOXAHATCHEE FL 33470 592274451 20000 0 GRANT RECOMMENDED BY DAF VOICES CENTER FOR RESILIENCE 80 MAIN STREET NEW CANAAN CT 06840 161639299 11500 0 GRANT TO SUPPORT EMERGECNY PREPAREDNESS PROGRAM & AS RECOMMENDED BY DAFS WAVENY LIFECARE NETWORK 3 FARM ROAD NEW CANAAN CT 06840 060859588 71200 0 GRANTS TO SUPPORT ALZHEIMERS AT HOME, SECURITY SYSTEM, & AS RECOMMENDED BY DAFS WAVENY PARK CONSERVANCY PO BOX 944 NEW CANAAN CT 06840 474280308 107950 0 GRANT TO SUPPORT MERRITT TRAIL PROJECT & AS RECOMMENDED BY DAFS WHEEL IT FORWARD 48 UNION ST STAMFORD CT 06906 133848582 6000 0 GRANT TO SUPPORT GENERAL OPERATING YALE UNIVERSITY YALE SCHOOL OF MEDICINE PO BOX 7611 NEW HAVEN CT 06519 060646973 155000 0 GRANT RECOMMENDED BY DAF FOR PEDIATRIC CANCER PROGRAMMING WITH DR. MASSARO 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 0 0 0 0 0 0 0 0 0 LAUREN PATTERSON PRESIDENT & CEO 137327 0 0 0 0 0 9922 0 4200 0 151449 0 0 0 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 990 IS REVIEWED BY THE AUDIT COMMITTEE AND THE FULL BOARD. SCHEDULE B IS INCLUDED, BUT DONOR NAMES ARE 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. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023 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.