2024-10-01T13:15:47-05:00 2023-12-31 452403156 TEPLITZKY & COMPANY PC ONE BRADLEY ROAD BUILDING 600 WOODBRIDGE CT 06525 990 2023-01-01 452403156 JEWISH FOUNDATION OF GREATER NEW HAVEN INC JEWI 2033872424 360 AMITY ROAD WOODBRIDGE CT 06525 LISA A STANGER PRINCIPAL OFFICER 2033872424 2024-09-27 1 0 JEFFREY A TEPLITZKY P00275166 2033870852 2023 2024-10-15 13:58:12Z LISA A STANGER 360 AMITY ROAD WOODBRIDGE CT 06525 12533684 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 6 50 0 26337 2541110 1306847 640865 166814 497357 899529 16319 0 3695651 2373190 3369898 3504497 0 0 444696 549972 0 0 219959 287288 524255 4101882 4578724 -406231 -2205534 71655746 73777823 14674180 15314627 56981566 58463196 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 3642394 3504497 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. 3642394 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 15 0 6 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 SCOTT HURWITZ CHAIR 1.00 X X 0 0 0 NORMAN ALDERMAN TRUSTEE 1.00 X 0 0 0 NAN BIRDWHISTELL TRUSTEE 1.00 X 0 0 0 LINDA CAPLAN TRUSTEE 1.00 X 0 0 0 MARTY COBERN TRUSTEE 1.00 X 0 0 0 NANCY COHEN WOMEN OF VISION PRESIDENT 1.00 X 0 0 0 SUZANNE FRISCH DEVELOPMENT CHAIR 1.00 X 0 0 0 GLEN GREENBERG TRUSTEE 1.00 X 0 0 0 ERICA GROSS TRUSTEE 1.00 X 0 0 0 ERIC GRUBMAN TRUSTEE 1.00 X 0 0 0 DAVID HASS TRUSTEE 1.00 X 0 0 0 JACKIE KORAL TRUSTEE 1.00 X 0 0 0 SARA NULAND TRUSTEE 1.00 X 0 0 0 MICHAEL PRICE TRUSTEE 1.00 X 0 0 0 LINDA RANDELL TRUSTEE 1.00 X 0 0 0 LEWIS SHAFFER TRUSTEE 1.00 X 0 0 0 DOUG SKALKA TRUSTEE 1.00 X 0 0 0 KAL WATSKY TRUSTEE 1.00 X 0 0 0 RICHARD WEISS TRUSTEE 1.00 X 0 0 0 GERRY BARKER FEDERATION PRESIDENT 1.00 X 0 0 0 RABBI BENJAMIN SCOLNIC BRD OF RABBIS APPOINTEE 1.00 X 0 0 0 STEVE FLEISCHMAN PAST FEDERATION CHAIR 1.00 X 0 0 0 STEVE GLICK PAST CHAIR 1.00 X 0 0 0 BETSY HOOS WOMEN'S COMMITTEE CHAIR 1.00 X 0 0 0 JEFFREY HOOS PAST FEDERATION CHAIR 1.00 X 0 0 0 JOHN LEVY PAST CHAIR 1.00 X 0 0 0 STEPHEN SALTZMAN TRUSTEE 1.00 X 0 0 0 CRAIG SKLAR INVESTMENT CHAIR AND JEWISH ELDERLY GRANTS CHAIR 1.00 X 0 0 0 MARK SKLARZ GOVERNANCE CHAIR 1.00 X 0 0 0 DAVID TRACHTEN TRUSTEE 1.00 X 0 0 0 LISA STANGER ESQ EXECUTIVE DIRECTOR 40.00 X 159704 0 0 ERIC GREEN VICE-CHAIR 1.00 X 0 0 0 ERIC HANDLIN TREASURER 1.00 X 0 0 0 159704 0 0 1 0 1 0 SCS FINANCIAL 888 BOYLSTON STREET STE 1010 BOSTON MA 02199 INVESTMENT MANAGEMENT 265718 1 1306847 194959 1306847 ADMINISTRATION FEE 900099 166814 166814 166814 707061 707061 10352962 10160494 192468 192468 192468 2373190 166814 0 899529 3504497 3504497 159703 7787 104964 46952 335284 16348 220365 98571 16467 803 10823 4841 38518 1879 25315 11324 213841 213841 96699 1495 59274 35930 45854 2571 22412 20871 51092 51092 1828 1828 PROGRAM EXPENSES 106760 106760 UTILITIES 5070 254 3346 1470 BANK AND PAYROLL FEES 3111 3111 4578724 3642394 716371 219959 99204 50887 463 49805 1358753 1358753 160598 52196 34209 23622 5915 10587 28038652 31750739 41754379 40251414 237782 253442 71655746 73777823 117858 122240 14078587 14734484 477735 457903 14674180 15314627 X 5691495 5571651 51290071 52891545 56981566 58463196 71655746 73777823 -2205534 3687164 0 X X 0 1 X 1 0 X X 1 THE JEWISH FEDERATION OF GREATER NEW HAVEN 060647025 7 1 720746 0 1 720746 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 247 14 502764 10400 1853183 74435 9672090 925206 1 1 0 1 X 47933456 1325818 3043634 1825736 24000 480303 49972869 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 0.07750 0.76730 0.15520 0 0 34209 23622 10587 10587 HEDGE FUNDS 9285531 F LIMITED PARTNERSHIPS 23973842 F CREDIT SECURITIES 5885697 F OTHER ASSETS 1106344 F 40251414 LIABILITIES UNDER SPLIT INTEREST AGREEMENTS 457903 457903 X 5846513 3667332 19832 3687164 2159349 213841 213841 2373190 4364883 0 4364883 213841 213841 4578724 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: THE FOUNDATION IS A NON-FOR-PROFIT ORGANIZATION EXMPT FROM TAXATION UNDER INTERNAL REVNEUE CODE SECTION 501(C)(3) AND IS NOT CONSIDERED A PRIVATE FOUNDATION. THE FOUNDATION IS REQUIRED TO FILE FEDERAL FORM 990 ANNUALLY. THE FOUNDATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR INCOME TAX POSITIONS TAKEN. THEREFORE, MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS. GENERALLY, INCOME TAX RETURNS RELATED TO THE LAST THREE YEARS REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: PRESENT VALUE ADJUSTMENT TO SPLIT-INTEREST AGREEMENTS 19,832. 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. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 33656386 EUROPE INVESTMENTS 1148751 0 0 0 0 0 0 34805137 0 34805137 1 0 0 1 1 0 1 A BROKEN UMBRELLA THEATER INC PO BOX 3285 NEW HAVEN CT 06515 270865699 17750 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND AMERICAN FRIENDS OF LEKET ISRAEL INC PO BOX 2090 TEANECK NJ 07666 208202424 28600 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUNDCHARITABLE 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 25000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND ANTI-DEFAMATION LEAGUE OF CONNECTICUT 1952 WHITNEY AVENUE 3RD FLOOR HAMDEN CT 06517 131818723 91078 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND AVODAH THE JEWISH SERVICE CORPS INC 125 MAIDEN LANE SUITE 8B NEW YORK NY 10038 133914342 6000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND BERKSHIRE SOUTH REGIONAL COMMUNITY 15 CRISSEY RD GREAT BARRINGTON MA 01230 043348584 7500 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND BRIDGEPORT RESCUE MISSION INC PO BOX 9057 BRIDGEPORT CT 06601 061362705 26300 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 CAMP LAURELWOOD 463 SUMMER HILL ROAD MADISON CT 06443 060693092 51775 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND CHABAD LUBAVITCH OF STAMFORD & SOUTHERN CT INC 11 JOHNSONVILLE RD MOODUS CT 06469 223007518 6400 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND CHABAD OF HAMDEN 2514 WHITNEY AVENUE 3185641 HAMDEN CT 06518 061465691 8908 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND CHABAD OF WALLINGFORD 22 SOUTH WHITTLESEY AVENUE WALLINGFORD CT 06492 883633060 10000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND COLD SPRING SCHOOL INC 263 CHAPEL STREET NEW HAVEN CT 06513 061066740 15000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND CONGREGATION BETH EL-KESER ISRAEL 85 HARRISON ST NEW HAVEN CT 06515 060672063 25523 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND CONGREGATION BETH ISRAEL WALLINGFORD PO BOX 536 WALLINGFORD CT 06492 364671902 10000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND CONGREGATION B'NAI JACOB 75 RIMMON ROAD WOODBRIDGE CT 06525 060646580 31758 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND CONGREGATION MISHKAN ISRAEL 785 RIDGE ROAD HAMDEN CT 06517 060646198 14940 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND CONGREGATION OHR SHALOMTHE SUMMIT JEWISH COMMUNITY CENTER 67 KENT PLACE BLVD SUMMIT NJ 07901 226009059 5030 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND CONGREGATION OR SHALOM 205 OLD GRASSY HILL ROAD ORANGE CT 06477 060874061 10025 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND CONNECTICUT PUBLIC BROADCASTING 1049 ASYLUM AVENUE HARTFORD CT 061052432 060758938 5300 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND DOCTORS WITHOUT BORDERS USA INC PO BOX 5030 HAGERSTOWN MD 21741 133433452 5250 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND EZRA ACADEMY 75 RIMMON RD WOODBRIDGE CT 06525 060835136 23498 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND FEDERATION FOR JEWISH PHILANTHROPY OF UPPER FAIRFIELD COUNTY 4200 PARK AVE SUITE 300 BRIDGEPORT CT 06604 060994563 59000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND FRIENDS OF THE ISRAEL MOVEMENT FOR PROGRESSIVE JUDAISM 211 S SPALDING DRIVE 403 S BEVERLY HILLS CA 90212 141970976 15000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND GAYLORD HOSPITAL INC PO BOX 400 WALLINGFORD CT 06492 060646649 6500 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND GOODSPEED OPERA HOUSE FOUNDATION PO BOX A EAST HADDAM CT 06423 131969314 7600 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND JACOB'S PILLOW DANCE FESTIVAL INC 04-6002993 BECKET MA 01223 046002993 11500 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 JEWISH FEDERATION OF GREATER NEW HAVEN 360 AMITY ROAD WOODBRIDGE CT 06525 060647025 650042 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND JEWISH NATIONAL FUND 78 RANDALL AVE ROCKVILLE CENTRE NY 11570 131659627 15000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND JOSEPH SLIFKA CENTER FOR JEWISH LIFE AT YALE 80 WALL ST NEW HAVEN CT 06511 061257354 5575 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND JUVENILE DIABETES RESEARCH FOUNDATION INTL 20 BATTERSON PARK RD 3FL FARMINGTON CT 06032 231907729 13413 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND NEIGHBORHOOD STUDIOS OF FAIRFIELD COUNTY 391 EAST WASHINGTON AVENUE BRIDGEPORT CT 06608 060993269 18100 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND ONLINE JOURNALISM PROJECT INC 51 ELM STREET 3FL NEW HAVEN CT 06510 203296979 6709 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 ORCHARD STREET SHUL 232 ORCHARD ST NEW HAVEN CT 06511 060674163 30410 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND SEMESTER AT SEA 2243 CENTRAL AVENUE SUITE 300 FORT COLLINS CO 80526 953075415 6000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND SOUTHERN CONNECTICUT HEBREW ACADEMY 261 DERBY AVENUE ORANGE CT 06477 060764273 34759 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND TEMPLE BETH DAVID OF CHESHIRE 3 MAIN STREET CHESHIRE CT 06410 237002044 11000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND TEMPLE BETH SHOLOM 1809 WHITNEY AVE HAMDEN CT 06517 060760541 10100 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND TEMPLE BETH TIKVAH 196 DURHAM RD MADISON CT 06443 237192064 10000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND TEMPLE EMANUEL 150 DERBY AVENUE ORANGE CT 06477 060926072 63658 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND THE BIG MAN FOUNDATION PO BOX 807 CULPEPPER VA 22701 853352292 5026 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND THE CHOATE ROSEMARY HALL FOUNDATION INC 333 CHRISTIAN ST WALLINGFORD CT 06492 060910420 6000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND THE HEBREW CONGREGATION OF WOODMONT 15 EDGEFIELD AVENUE MILFORD CT 06460 222484704 11386 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND THE ISLAND GROWN INITIATIVE LTD PO BOX 622 VINEYARD HAVEN MA 02568 205773892 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 35601 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND THE NEW ISRAEL FUND 6 EAST 39TH STREET SUITE 301 NEW YORK NY 100160108 942607722 36820 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND THE WESTVILLE SYNAGOGUE 74 WEST PROSPECT STREET NEW HAVEN CT 06515 060760064 26597 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND TOWERS FOUNDATION INC 18 TOWER LANE NEW HAVEN CT 06519 061331831 30116 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND UCONN HILLEL 54 NORTH EAGLEVILLE ROAD STORRS CT 06268 066071635 11100 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND UNION FOR REFORM JUDAISM 633 THIRD AVE 7FL NEW YORK NY 10017 131663143 18000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND WINGS INDUSTRY NETWORK INC 9 OWENOKE PARK WESTPORT CT 06880 851508285 50000 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND YALE NEW HAVEN HOSPITAL OFFICE OF DEVELOPMENT PO BOX 1849 NEW HAVEN CT 06508 060646652 9800 0 CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND YOUNG ISRAEL OF BAL HARBOUR 9580 ABBOTT AVE MIAMI BEACH FL 33154 650905878 5640 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 LISA STANGER ESQ EXECUTIVE DIRECTOR 159704 0 0 0 0 0 0 0 0 0 159704 0 0 0 X 9 194959 FAIR MARKET VALUE 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 60% 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 CHAIR AND OTHER OFFICERS OF THE JEWISH FOUNDATION REVIEW 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 650042 CASH BALANCE THE JEWISH FEDERATION OF GREATER NEW HAVEN O 51092 CASH BALANCE