2025-05-14T13:42:41-07:00 2024-06-30 990 2023-07-01 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 2025-05-14 1 2023 2025-03-06 01:10:19Z Laura Whitney 333 Bloomfield Avenue West Hartford CT 06117 27099584 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 60 0 0 4007527 4973941 328639 328225 4910588 8882041 0 0 9246754 14184207 5036938 7241798 0 0 1454685 1419461 0 0 474349 700243 667012 7191866 9328271 2054888 4855936 167175533 172539390 30826093 26523027 136349440 146016363 X The Jewish Community Foundation of Greater Hartford unlocks the trans-formative 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 2904559 2904559 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. 1126852 1126852 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. 1148030 1148030 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. 2892068 2062356 328225 See Schedule O, Statement 1 Other Programs and Services (Expenses: $2,892,067 including grants of $2,062,356) 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. 2892068 2062356 328225 8071509 1 1 0 0 0 1 0 0 1 1 1 1 0 0 1 1 1 0 0 0 0 1 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 10 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 1 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 Jacob A Schreiber President and CEO (End 1/16/24) 40 X 228142 0 12867 Laura Whitney Vice President Finance 36 X 172219 0 12490 Kathryn L Gonnerman Vice President Development 36 X 139054 0 24802 Susan Lotreck Vice President Operations 36 X 143139 0 6391 Michael Elfenbaum Vice President Grants Programs 36 X 122529 0 5789 Gayle Temkin Chair 4 X 0 0 0 Walter Harrison Vice Chair (End 1/16/24) 1 X 0 0 0 Gerald B Goldberg Secretary 1 X 0 0 0 Elysa Graber-Lipperman Treasurer 2 X 0 0 0 Jill Dulitsky Trustee, ex officio 1 X 0 0 0 Joshua Feldman Trustee 1 X 0 0 0 Jessica Fish Trustee 1 X 0 0 0 Ethan Goldman Trustee 1 X 0 0 0 I Bradley Hoffman Trustee 1 X 0 0 0 Naomi Kleinman Trustee 1 X 0 0 0 Neil Kochen Trustee 1 X 0 0 0 Jerry Rosenstock Trustee 1 X 0 0 0 Rachel Rubin Trustee 1 X 0 0 0 Cyral Sheldon Trustee 1 X 0 0 0 Tracy Smith Trustee 1 X 0 0 0 Alan Solinsky Trustee 1 X 0 0 0 Walter Harrison Interim President and CEO (Start 1/17/24) 20 X 0 0 0 805083 0 62339 5 0 1 0 Crewcial Partners LLC 810 Seventh Avenue 32nd Floor New York NY 10019 Investment management 106924 1 0 0 0 0 0 4973941 2451484 4973941 Administrative fees from agency accounts 900099 328225 328225 0 0 0 0 0 0 328225 2587803 0 0 2587803 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 19209615 0 12915377 0 6294238 0 6294238 0 0 6294238 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14184207 328225 0 8882041 6986598 6986598 255200 255200 0 0 0 0 486560 233144 175364 78052 0 0 0 0 747014 294155 208018 244841 25588 10382 6554 8652 71700 21832 27241 22627 88599 37736 27471 23392 0 0 0 0 21028 0 21028 0 44632 0 44632 0 0 0 0 0 0 0 183254 109952 73302 0 67830 8776 50278 8776 14666 6600 0 8066 58508 24919 18141 15448 74051 31539 22961 19551 0 0 0 0 52590 0 52590 0 0 0 0 0 0 0 0 0 23607 7082 7082 9443 0 0 0 0 0 0 0 0 0 0 0 0 28376 0 28376 0 Professional membership fees 5289 2380 2380 529 Marketing and donor outreach 93181 41214 16995 34972 9328271 8071509 782413 474349 0 0 5050559 6348639 349391 201165 27769 33041 0 0 0 0 0 0 0 0 0 0 54303 54303 0 0 139982058 143232317 21469560 22416630 0 0 0 0 296196 307598 167175533 172539390 8849 46306 511906 577482 0 0 0 0 29954835 25592932 0 0 0 0 0 350503 306307 30826093 26523027 X 136165477 145817466 183963 198897 136349440 146016363 167175533 172539390 X 4855936 4766964 0 0 0 44023 X 0 1 X 1 0 X 2530364 4585932 10458636 4007527 4973941 26556400 2530364 4585932 10458636 4007527 4973941 26556400 5104243 21452157 756624 1080001 3085126 2287335 2587803 9796889 0 0 16634 195088 288107 328639 328225 1156693 37509982 0.57191 0.54360 X Schedule A, Part II, Line 10 Administrative fees from Agency Custodial accounts $328,225 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 208 994 3366724 1607217 4815833 2425965 51391872 94624491 1 1 1 29954835 4006176 8368079 25592932 1 X 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 70316409 1702880 750845 2080087 -871013 1233651 70327409 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 10932276 F Venture Capital 7874313 F Private International Equity 3610041 F 22416630 Split interest agreements 243343 Lease liabilities-operating 62964 306307 X 18811940 4766964 0 0 44023 4810987 14000953 183254 0 183254 14184207 9145017 0 0 0 0 0 9145017 183254 0 183254 9328271 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 as part of a commingled investment pool. These funds are treated as assets and liabilities on the books of the Foundation. Schedule D, Part IV, Line 2b As part of its agency endowment 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 as part of the commingled investment pool. These funds are treated as assets and liabilities on the books of the Foundation. Schedule D, Part V, Line 4 The 1,202 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 has concluded that, as of June 30, 2024 and 2023, 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. North America (including Canada and Mexico, but not the United States) Grant to benefit the Montreal Holocaust Museum. 7369 Check 0 1 0 0 0 0 0 0 0 1 10000 Degrees 1650 Los Gamos Drive Suite 120 San Rafael CA 94903 953667812 501(C)(3) 9285 0 book Scholarships Achievement First 470 James Street Suite 007 New Haven CT 06513 651203744 501(C)(3) 30000 0 book Education Adas Israel Congregation 2850 Quebec Street NW Washington DC 20008 530196563 501(C)(3) 5360 0 book General operating support American Friends of Magen David Adom 20 West 36th Street Suite 1100 New York NY 100189784 131790719 501(C)(3) 10560 0 book General operating support and emergency relief Anti-Defamation League 1100 Connecticut Avenue Suite 1020 Washington DC 20036 131818723 501(C)(3) 7200 0 book General operating support Anti-Defamation League CT Regional Office 1000 Lafayette Blvd Suite 402 Bridgeport CT 06604 131818723 501(C)(3) 14970 0 book General operating support Berkshire Opera Festival Inc 54 Wendell Avenue Suite 5 Pittsfield MA 01201 471596750 501(C)(3) 25000 0 book General operating support Beth David Synagogue 20 Dover Road West Hartford CT 06119 060712261 501(C)(3) 5749 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) 66683 0 book General operating support and tribute Big Brothers Big Sisters of Connecticut 30 Laurel Street Hartford CT 06106 060850379 501(C)(3) 30525 0 book General operating support Brandeis University Mailstop 126 Box 549110 Waltham MA 024549110 042103552 501(C)(3) 5500 0 book General operating support and scholarships Central Fund of Israel 461 Central Avenue Cedarhurst NY 11516 132992985 501(C)(3) 10000 0 book Emergency aid Chabad East of the River Inc 25 Harris Street Glastonbury CT 060331106 061030000 501(C)(3) 21300 0 book General operating support Chabad Friendship Circle 2352 Albany Avenue West Hartford CT 06117 061030000 501(C)(3) 12250 0 book General operating support Chabad House of Greater Hartford 2352 Albany Avenue West Hartford CT 06117 061030000 501(C)(3) 80056 0 book General operating support and special programming Charter Oak Cultural Center 21 Charter Oak Avenue Hartford CT 06106 061026597 501(C)(3) 84498 0 book General operating support and capital campaign Circle of Friends 40 King Street Norwalk CT 06851 474152491 501(C)(3) 10000 0 book General operating support Colby College 4000 Mayflower Hill Waterville ME 04901 010211497 501(C)(3) 51000 0 book Education Congregation Adath Israel PO Box 337 Middletown CT 064570337 060669110 501(C)(3) 22895 0 book General operating support and scholarships Congregation Ahavath Yerusholaim 3 Stralisk Court Unit 301 Monroe NY 10950 133478709 501(C)(3) 10800 0 book General operating support Congregation Beth Israel 701 Farmington Avenue West Hartford CT 061191724 060692758 501(C)(3) 86081 0 book General operating support and special programming Congregation Beth Shalom Rodfe Zedek 55 East Kings Highway Chester CT 06412 061556241 501(C)(3) 6348 0 book General operating support Congregation Kol Haverim 1079 Hebron Avenue Glastonbury CT 060330473 222586288 501(C)(3) 24442 0 book General operating support and capital needs Connecticut Cancer Foundation 15 North Main Street Old Saybrook CT 06475 061240574 501(C)(3) 25000 0 book General operating support Connecticut Children's Foundation 282 Washington Street Hartford CT 06106 060646755 501(C)(3) 70591 0 book General operating support Connecticut Museum of Culture and History One Elizabeth Street Hartford CT 06105 066026012 501(C)(3) 8807 0 book General operating support Dignity Grows 40 Woodland Street Hartford CT 061052331 852708901 501(C)(3) 36000 0 book General operating support Farmington Valley Jewish Congregation - Emek Shalom 55 Bushy Hill Road Simsbury CT 06070 066080265 501(C)(3) 14000 0 book Capital needs and programming Federation Homes Inc 156 Wintonbury Avenue Bloomfield CT 06002 061019012 501(C)(3) 8454 0 book General operating support Freedom For All PO Box 536 New York NY 10014 274874257 501(C)(3) 6000 0 book General operating support Friends of Israel Defense Forces PO Box 4224 New York NY 10163 133156445 501(C)(3) 181230 0 book General operating support and emergency relief Gifts of Love 34 East Main Street Avon CT 06001 061309318 501(C)(3) 6100 0 book General operating support Hadassah Hartford Chapter 43 Carlyle Road West Hartford CT 06117 131656651 501(C)(3) 5283 0 book General operating support Hartford Hospital Corporate & Foundation Support 80 Seymour Street Hartford CT 061019960 060646668 501(C)(3) 8385 0 book General operating support and special programming Hartford Stage 50 Church Street Hartford CT 06103 060790484 501(C)(3) 9500 0 book General operating support Hebrew Immigrant Aid Society PO Box 97077 Washington DC 200907077 135633307 501(C)(3) 7000 0 book General operating support Hebrew Senior Care Inc One Abrahms Boulevard West Hartford CT 061171525 060646672 501(C)(3) 55238 0 book General operating support, special programming and capital Hillel The Berman Jewish University Center of Pittsburgh 4607 Forbes Avenue Pittsburgh PA 15213 256065236 501(C)(3) 6280 0 book Special programming Holocaust Learning and Education Fund 3064 Birkdale Weston FL 33332 463296698 501(C)(3) 100000 0 book General operating support inSIGHT Through Education PO Box 33054 Palm Beach Gardens FL 33420 273388434 501(C)(3) 12000 0 book General operating support and special programming Israel Cancer Research Fund 7 Lumanor Drive Stamford CT 06903 510181215 501(C)(3) 10500 0 book General operating support Jewish Association for Community Living 34 Jerome Avenue Suite 109 Bloomfield CT 06002 061068312 501(C)(3) 87196 0 book General operating support Jewishcolorado 300 S Dahlia Street Denver CO 80246 010831698 501(C)(3) 10000 0 book General operating support Jewish Family Services of Greater Hartford 333 Bloomfield Avenue Suite A West Hartford CT 06117 060653062 501(C)(3) 346014 0 book General operating support and special programming Jewish Federation of Greater Hartford 333 Bloomfield Avenue Suite C West Hartford CT 06117 060655482 501(C)(3) 2580160 0 book General operating support, programming, cemetery maintenance, and emergency relief Jewish Federation of Greater Portland 6680 SW Capitol Highway Portland OR 97219 930386825 501(C)(3) 10000 0 book Special programming Jewish Federation of Palm Beach County 1 Harvard Circle Suite 100 West Palm Beach FL 33409 590948696 501(C)(3) 25000 0 book General operating support Jewish Federation of South Palm Beach County 9901 Donna Klein Blvd Boca Raton FL 334281788 591945109 501(C)(3) 6000 0 book General operating support and emergency relief Jewish Federation of the Berkshires 196 South Street Pittsfield MA 01201 042131409 501(C)(3) 7500 0 book Special programming Jewish Historical Society of Greater Hartford 333 Bloomfield Avenue Suite B West Hartford CT 06117 061217339 501(C)(3) 44063 0 book General operating support Jewish Teen Learning Connection 333 Bloomfield Avenue Suite C West Hartford CT 06117 061329245 501(C)(3) 41474 0 book General operating support and special programming JFACT Fund Inc 40 Woodland Street Hartford CT 06105 061491945 501(C)(3) 24712 0 book General operating support and special programming Joyce D and Andrew J Mandell Jewish Community Center 335 Bloomfield Avenue West Hartford CT 061171543 060662142 501(C)(3) 221437 0 book General operating support and special programming Jupiter Medical Center 1210 South Old Dixie Highway Jupiter FL 33458 591460239 501(C)(3) 15000 0 book General operating support Khal Tiferes Yosef 53 Parsons Street Brighton MA 02135 811629202 501(C)(3) 20000 0 book General operating support Kingswood-Oxford School 170 Kingswood Road West Hartford CT 06119 060646688 501(C)(3) 40000 0 book Scholarships Laughing Pony Rescue Inc PO BOX 32 Rancho Santa Fe CA 920670032 272914210 501(C)(3) 7500 0 book General operating support Lifespace Foundation Harbour's Edge 401 E Linton Blvd Delray Beach FL 33483 421370848 501(C)(3) 35000 0 book Scholarships Maurice Greenberg Center for Judaic Studies University of Hartford 200 Bloomfield Avenue West Hartford CT 061171599 060731360 501(C)(3) 8433 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 and special programming 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) 227936 0 book General operating support, special programming, capital and scholarships New Israel Fund PO Box 70358 Philadelphia PA 191760358 942607722 501(C)(3) 8750 0 book General operating support and special programming Operation Smile 3641 Faculty Boulevard Virginia Beach VA 234538000 541460147 501(C)(3) 20000 0 book General operating support Pasadena Jewish Temple and Center 1434 North Altadena Drive Pasadena CA 91107 951691318 501(C)(3) 5500 0 book General operating support Planned Parenthood of Delaware 625 N Shipley Street Wilmington DE 19801 510066725 501(C)(3) 10000 0 book General operating support Preservation Society of Newport County 424 Bellevue Avenue Newport RI 02840 050252708 501(C)(3) 15000 0 book Capital needs Reconstructing Judaism 1299 Church Road Wyncote PA 19095 231710675 501(C)(3) 40000 0 book Special programming Rockefeller Philanthropy Advisors Inc 90 Church Street 7082 New York NY 100087082 133615533 501(C)(3) 75000 0 book Special programming Saint Francis Hospital and Medical Center Foundation Inc Development Office 95 Woodland Street Hartford CT 061051299 061008255 501(C)(3) 6500 0 book General operating support and special programming Schwab Charitable Fund 1958 Summit Park Drive Suite 200 Orlando FL 32810 311640316 501(C)(3) 31500 0 book Community building Solomon Schechter Day School of Greater Hartford 26 Buena Vista Road West Hartford CT 06107 060873657 501(C)(3) 182775 0 book General operating support, special programming, capital and scholarships Sophie's Hope Foundation 23 Briarcliff Drive Hopkinton MA 01748 845014314 501(C)(3) 74868 0 book General operating support Temple Sinai 41 West Hartford Road Newington CT 06111 066011131 501(C)(3) 8839 0 book General operating support, special programming and capital Temple Sinai Brookline 50 Sewall Avenue Brookline MA 02446 042123667 501(C)(3) 8000 0 book General operating support The Bridge Family Center Inc 1022 Farmington Avenue West Hartford CT 06107 237013563 501(C)(3) 6500 0 book General operating support and special programming 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) 15000 0 book General operating support The Emanuel Synagogue 160 Mohegan Drive West Hartford CT 06117 060675032 501(C)(3) 26480 0 book General operating support and special programming The Hole in the Wall Gang Camp 555 Long Wharf Drive New Haven CT 06511 061157655 501(C)(3) 15000 0 book General operating support The Katharine Hepburn Cultural Arts Center Inc 300 Main Street Old Saybrook CT 06475 510646562 501(C)(3) 6600 0 book General operating support The Loomis Chaffee School 4 Batchelder Road Windsor CT 06095 060653119 501(C)(3) 70000 0 book Scholarships Trinity College Development Office 300 Summit Street Room TC243 Hartford CT 06106 060646927 501(C)(3) 11760 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) 5495 0 book General operating support UJA Federation of New York 130 East 59th Street New York NY 100221302 510172429 501(C)(3) 6000 0 book General operating support United States Holocaust Memorial Museum 60 E 42nd Street Suite 1000 New York NY 10165 521309391 501(C)(3) 7100 0 book General operating support Universities Allied for Essential Medicines 641 S Street NW Washington DC 20001 010833168 501(C)(3) 10000 0 book General operating support University of Connecticut Foundation Inc 2390 Alumni Drive Unit 3206 Storrs CT 062693206 066070722 501(C)(3) 78500 0 book General operating support University of Connecticut Hillel Trachten Zachs Hillel House 54 N Eagleville Road Storrs CT 06268 066071635 501(C)(3) 47809 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) 328889 0 book General operating support, special programming and capital University of Pennsylvania The Penn Fund 2929 Walnut Street Suite 300 Philadelphia PA 19104 231352685 501(C)(3) 7000 0 book Special programming Upstate Medical College Alumni Association Setnor Academic Building 750 E Adams Street Suite 1510 Syracuse NY 13210 166038703 501(C)(3) 20000 0 book General operating support Voices of Hope 20 Waterside Drive Suite 100 Farmington CT 06032 814736138 501(C)(3) 48525 0 book General operating support and special programming Wadsworth Atheneum Museum of Art 600 Main Street Hartford CT 06103 060653111 501(C)(3) 6000 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 General operating support and special programming 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) 7500 0 book General operating support Young Israel of West Hartford 2240 Albany Avenue West Hartford CT 06117 222568510 501(C)(3) 23810 0 book General operating support, special programming and capital Zoological Society of San Diego 2929 Zoo Drive Balboa Park CA 92101 951648219 501(C)(3) 10000 0 book General operating support 99 0 College scholarships 69 231200 0 Israel experience scholarships 4 24000 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 1 1 X X X X X 0 0 0 0 0 0 0 0 0 Jacob A Schreiber President and CEO (End 1/16/24) 227700 0 0 0 1267 0 9108 0 2934 0 241009 0 0 0 Laura Whitney Vice President Finance 173824 0 0 0 825 0 0 0 10060 0 184709 0 0 0 Kathryn L Gonnerman Vice President Development 137892 0 5408 0 192 0 5732 0 14632 0 163856 0 0 0 Schedule J, Part I, Line 1a Annual social membership at Tumblebrook Country Club for Donor Outreach. X 149 2451484 AVG MKT VALUE 0 0 1 0 Form 990, Part III, Line 4d Other Programs and Services (Expenses: $2,892,067 including grants of $2,062,356). 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. Form 990, Part VI, Section A, Line 4 The bylaws of the Foundation were amended in April 2024. Changes include reducing the percentage of trustees considered Jewish Federation of Greater Hartford individuals (directors, community trustees, life community trustees, or members of committee task forces of the Federation) from 70% to 50%. There was also a provision added that the term of a standing committee chair can be extended until conclusion of that service. All committee chairs shall be members of the Board of Trustees. 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 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 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 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 $509 and change in cash surrender value of life insurance $43,514.