2026-03-30T12:24:34-05:00 2025-06-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2024-07-01 061083893 FAIRFIELD COUNTY'S COMMUNITY FOUNDATION INC FAIR 2037503200 40 RICHARDS AVENUE NORWALK CT 06854 WILLIAM C ANDREWS CHIEF FINANCIAL OFFICER 2037503214 2026-05-15 1 1 MELISSA MODELSON P01603524 9143818900 2026-03-30 2024 2025-03-06 01:10:19Z MENDI BLUE 40 RICHARDS AVENUE NORWALK CT 06854 96543838 0 X WWW.FCCFOUNDATION.ORG X 1982 CT FAIRFIELD COUNTY'S COMMUNITY FOUNDATION SERVES THE 23 TOWNS AND CITIES IN FAIRFIELD COUNTY, CT. WE WORK CLOSELY WITH COMMUNITY ORGANIZATIONS, NONPROFITS, BUSINESSES, AND PHILANTHROPISTS TO ADDRESS CHALLENGES AND IDENTIFY OPPORTUNITIES TO CREATE A FAIRFIELD COUNTY WHERE EVERYONE HAS AN EQUITABLE OPPORTUNITY TO THRIVE. ESTABLISHED IN 1992, THE COMMUNITY FOUNDATION HAS AWARDED OVER $345 MILLION IN GRANTS TO NONPROFITS IN FAIRFIELD COUNTY AND BEYOND. THE COMMUNITY FOUNDATION:- PROVIDES PERSONALIZED PHILANTHROPIC ADVISORY SERVICES, GRANT SERVICES, AND FINANCIAL STEWARDSHIP TO ITS FUND HOLDERS.- AWARDS GRANTS AND PROVIDES TECHNICAL SUPPORT, LEADERSHIP DEVELOPMENT, AND TRAINING TO BUILD THE CAPACITY OF LOCAL NONPROFITS.- BUILDS COMMUNITY POWER AND PUBLIC WILL TO CHANGE POLICY AND PRACTICE FOR MORE EQUITABLE AND JUST SOCIAL SYSTEMS.- BRINGS PEOPLE TOGETHER TO IDENTIFY AND PURSUE SOLUTIONS TO FAIRFIELD COUNTY'S MOST PRESSING CHALLENGES. 19 19 35 72 419517 22370 14531349 15770014 2911 46320 5757204 5464664 -28622 -2839 20262842 21278159 24766297 26877828 0 0 4080726 3825284 0 0 1087493 2356683 2256536 31203706 32959648 -10940864 -11681489 282030622 291351607 2621637 1902284 279408985 289449323 X SEE SCHEDULE O 0 0 26877828 26877828 0 GRANTS - THE COMMUNITY FOUNDATION AWARDED AND MADE GRANTS TO 501(C)(3) ORGANIZATIONS TO SUPPORT EDUCATION AND YOUTH DEVELOPMENT, COMMUNITY AND ECONOMIC DEVELOPMENT, THE EMPOWERMENT OF WOMEN AND GIRLS, HEALTH, IMMIGRATION SUPPORT AND NONPROFIT CAPACITY BUILDING. 2377344 0 46320 COMMUNITY LEADERSHIP - FAIRFIELD COUNTY'S COMMUNITY FOUNDATION PROMOTES AND SUPPORTS COLLABORATIONS, PARTNERSHIPS AND INITIATIVES TO MAKE AN IMPACT FOR WOMEN AND GIRLS, OLDER YOUTH (WHO ARE NOT IN SCHOOL OR EMPLOYED), EQUITABLE HEALTH, ESPECIALLY MATERNAL HEALTH, AFFORDABLE HOUSING AS WELL AS INCOME AND ASSET BUILDING. THE COMMUNITY FOUNDATION STRENGTHENS FAIRFIELD COUNTY NONPROFITS BY PROVIDING WORKSHOPS, TRAININGS AND TECHNICAL ASSISTANCE TO AGENCIES AND THEIR STAFF & VOLUNTEERS THROUGH THE FOUNDATION'S CENTER FOR NONPROFIT EXCELLENCE. 258352 0 0 PHILANTHROPIC ADVISORY SERVICES - THE COMMUNITY FOUNDATION EDUCATES DONORS, AGENCIES AND THE COMMUNITY TO INCREASE LOCAL PHILANTHROPY TO PROVIDE A STRONG BASE OF SUPPORT FOR FAIRFIELD COUNTY NONPROFIT ORGANIZATIONS NOW AND IN THE FUTURE. 29513524 1 1 0 1 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 28 0 35 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X BILL ANDREWS CHIEF FINANCIAL OFFIC 2037503200 40 RICHARDS AVENUE NORWALK CT 06854 MAYA REDDI BOARD CHAIR 3.00 X X 0 0 0 CLAYTON H FOWLER BOARD VICE CHAIR 3.00 X X 0 0 0 CHRISTOPHER C WHITNEY BOARD TREASURER 3.00 X X 0 0 0 JONATHAN FRAADE BOARD SECRETARY 3.00 X X 0 0 0 ANTHONY L BENNTT BOARD MEMBER 1.00 X 0 0 0 TERRENCE CHENG BOARD MEMBER 1.00 X 0 0 0 AMANDA CASTELLANO BOARD MEMBER 1.00 X 0 0 0 STEPHEN EDWARDS BOARD MEMBER 1.00 X 0 0 0 LAURA FARRELLY BOARD MEMBER 1.00 X 0 0 0 CAROLYN GONZALEZ BOARD MEMBER 1.00 X 0 0 0 MINDY HOUCK BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER JOHNSON BOARD MEMBER 1.00 X 0 0 0 JOETTE KATZ BOARD MEMBER 1.00 X 0 0 0 KATHARINE SACHS LUMBY BOARD MEMBER 1.00 X 0 0 0 CHARLES MACCORMACK BOARD MEMBER 1.00 X 0 0 0 NEIL MARCUS BOARD MEMBER, THRU JUNE 25 1.00 X 0 0 0 CHUCK PRESBURY BOARD MEMBER 1.00 X 0 0 0 MARIE ROCHA BOARD MEMBER 1.00 X 0 0 0 PRESTON TISDALE BOARD MEMBER 1.00 X 0 0 0 NATHANIEL YORDON BOARD MEMBER 1.00 X 0 0 0 MENDI BLUE PRESIDENT AND CEO 40.00 X 327505 0 49228 WILLIAM ANDREWS CHIEF FINANCIAL OFFICER 40.00 X 200483 0 52351 ELAINE MINTZ VP, STRATEGY & EXTERNAL RELATIONS 40.00 X 196441 0 11948 TARA BERLINGO VP, PEOPLE & CULTURE 40.00 X 175429 0 10814 JOSEPH COLLIN VP, PHILANTHROPY 40.00 X 177702 0 47131 LUTONYA RUSSELL-HUMES VP, GRANTS & PROGRAMS 40.00 X 174823 0 11693 RYAN DEAL DIRECTOR OF COMMUNITY PHILANTHROPY 40.00 X 116773 0 6552 1369156 0 189717 16 0 1 0 NEPC LLC 255 STATE STREET BOSTON MA 02109 INVESTMENT ADVISOR 301568 NEUBERGER BERMAN 1290 6TH AVENUE NEW YORK NY 10104 INVESTMENT ADVISOR 145092 TURN TWO COMMUNICATIONS 9517 WHITE SPRING WAY COLUMBIA MD 21046 MARKETING SERVICES 129262 URBAN INSTITUTE 500 LENFANT PLAZA SW WASHINGTON DC 20024 RESEARCH AND DATA ANALYSIS 120205 DOT THINK DESIGN 82 LOBDELL DRIVE STRATFORD CT 06614 MARKETING SERVICES 104769 5 230309 381340 15158365 3169142 15770014 WORKSHOP INCOME AND SYMPOSIUM FEE 900099 46320 46320 46320 2410442 409280 2001162 78309591 75255369 3054222 3054222 10237 3043985 4608 230309 10310 -5702 -5702 MISCELLANEOUS INCOME 900099 2863 2863 2863 21278159 46320 419517 5042308 25877060 25877060 1000768 1000768 646976 41413 323430 282133 2616486 1557962 683434 375090 122157 73394 31544 17219 207838 141514 39284 27040 231827 117046 69526 45255 61523 61523 16744 16744 646432 646432 723734 346424 243369 133941 19608 9728 5298 4582 95071 24178 37198 33695 195348 98628 58586 38134 278228 129131 99170 49927 1405 709 422 274 69531 35105 20853 13573 12177 6148 3652 2377 28078 9013 15580 3485 EVENT EXPENSE 66102 3524 2094 60484 PROGRAM INITIATIVE EXPE 41044 41044 MISCELLANEOUS 836 422 251 163 REPAIRS & MAINTENANCE 675 313 241 121 32959648 29513524 2358631 1087493 115519 403034 9132970 9243861 4860 8410 10000 180952 77393 384074 367523 17707 16551 82628686 85414972 188836530 192275034 0 1012500 1103398 2899852 282030622 291351607 530885 717014 797522 131943 1293230 1053327 2621637 1902284 X 6678186 7464692 272730799 281984631 279408985 289449323 282030622 291351607 X -11681489 21723613 -1786 X X 0 1 X 1 0 X 28631864 41853843 17883701 14531349 15770014 118670771 28631864 41853843 17883701 14531349 15770014 118670771 55775470 62895301 1139481 997835 1706908 2948260 2001162 8793646 0 0 0 0 39049 39049 2545 8533 2863 13941 127517407 168463 0.49320 0.53100 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 2,545. 2023 AMOUNT: $ 8,533. 2024 AMOUNT: $ 2,863. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16744 0 16744 31208979 31225723 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 5625 13682 13348 16744 49399 250000 250000 250000 250000 1000000 1500000 5625 13682 13348 16744 49399 189 12355210 19400441 116890471 1 1 270578619 14090402 26234469 29765996 1148599 279988895 260274109 12813031 27421084 9056073 20873532 270578619 253503134 16446270 19191189 13513611 15352873 260274109 259279280 40316195 -18835172 14024939 13232230 253503134 210013956 26823388 55551109 13513611 19595562 259279280 0.01050 0.00000 0.98950 1 0 384074 367523 16551 16551 ALTERNATIVE INVESTMENTS 192275034 F 192275034 OPERATING LEASE LIABILITY 1053327 1053327 X 41520235 21723613 10310 21733923 19786312 646432 845415 1491847 21278159 31988389 10582 10582 31977807 646432 335409 981841 32959648 PART V, LINE 4: THE COMMUNITY FOUNDATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 400 INDIVIDUAL FUNDS ESTABLISHED BY HUNDREDS OF DONORS TO PROVIDE GRANTS, SCHOLARSHIPS AND OTHER SERVICES TO IMPROVE THE QUALITY OF LIFE IN FAIRFIELD COUNTY AND BEYOND. ENDOWED FUNDS INCLUDE BOTH DONOR-RESTRICTED AND BOARD-DESIGNATED FUNDS THAT FUNCTION AS ENDOWMENTS. THE COMMUNITY FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT SEEK TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO ORGANIZATIONS AND PROGRAMS SUPPORTED BY ITS ENDOWMENT, WHILE MAINTAINING THE PURCHASING POWER OF THE ENDOWMENT ASSETS. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE COMMUNITY FOUNDATION RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST & DIVIDENDS). THE COMMUNITY FOUNDATION TARGETS A DIVERSIFIED ASSET ALLOCATION THAT PLACES A GREATER EMPHASIS ON EQUITY-BASED INVESTMENTS TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN PRUDENT RISK CONSTRAINTS. THE INVESTMENT COMMITTEE FOCUSES ON ASSET ALLOCATION AMONG EQUITY, DEBT, AND OTHER INVESTMENT OPPORTUNITIES THAT BALANCE GROWTH, INCOME AND LIQUIDITY. THE INVESTMENT COMMITTEE SEEKS A RETURN IN LINE WITH THE COMMUNITY FOUNDATION'S SPENDING POLICY AS IT RELATES TO LONG-TERM GRANTMAKING GOALS THAT ARE BASED UPON CURRENT AND CHANGING CHARITABLE NEEDS IN THE COMMUNITY. THE SPENDING POLICY SEEKS TO PRESERVE AND BUILD THE FUNDS ENTRUSTED TO THE COMMUNITY FOUNDATION ON A REAL DOLLAR BASIS AND TO MAINTAIN GRANT LEVELS IN PERIODS OF DOWN MARKETS. THE SPENDING POLICY APPLIES TO ALL DISCRETIONARY, DONOR DESIGNATED, FIELD OF INTEREST, SCHOLARSHIP AND OTHER FUNDS, UNLESS THE DONOR HAS CLEARLY EXPRESSED A DIFFERENT INTENT. ADHERENCE TO THE SPENDING POLICY IS OPTIONAL FOR CERTAIN DONOR ADVISED FUNDS. PART X, LINE 2: THE COMMUNITY FOUNDATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE COMMUNITY FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE COMMUNITY FOUNDATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO FISCAL 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON PART VIII, LINE 8B 10,310. PART XI, LINE 4B - OTHER ADJUSTMENTS: AGENCY FUNDS - CONTRIBUTIONS 16,429. AGENCY FUNDS - INVESTMENT EARNINGS 827,201. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 1,785. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON PART VIII, LINE 8B 10,310. AGENCY FUNDS - OTHER EXPENSES 272. PART XII, LINE 4B - OTHER ADJUSTMENTS: AGENCY FUNDS - GRANTS MADE 335,409. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 45128723 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 INVESTMENTS 4021671 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 INVESTMENTS 7257273 0 0 0 0 0 0 56407667 0 56407667 1 0 1 1 1 0 PART IV, LINE 1: THE ORGANIZATION IS REQUIRED TO FILE FORM 926 BECAUSE IT MEETS THE APPLICABLE FILING THRESHOLD REQUIREMENT. PART IV, LINE 3: THE ORGANIZATION IS NOT REQUIRED TO FILE FORM 5471 BECAUSE IT DOES NOT MEET THE APPLICABLE THRESHOLD FOR OWNERSHIP OR OTHER FILING REQUIREMENTS. PART IV, LINE 4: THE ORGANIZATION IS NOT REQUIRED TO FILE FORM 8621 BECAUSE IT DOES NOT MEET THE APPLICABLE THRESHOLD FOR OWNERSHIP OR OTHER FILING REQUIREMENTS. PART IV, LINE 5: THE ORGANIZATION IS REQUIRED TO FILE FORM 8865 BECAUSE IT MEETS THE APPLICABLE FILING THRESHOLD REQUIREMENT. 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411081 0 FOR GENERAL SUPPORT THE FOUNDATION FOR EXCELLENCE IN BRIDGEPORT PUBLIC SCHOOLS 45 LYON TERRACE 310 BRIDGEPORT CT 066044023 812553132 501(C)(3) 342000 0 FOR GENERAL SUPPORT CENTRAL CONNECTICUT COAST YMCA 1240 CHAPEL ST NEW HAVEN CT 06511 060662195 501(C)(3) 341070 0 FOR GENERAL SUPPORT OPEN DOORS 4 MERRITT STREET NORWALK CT 06854 222536909 501(C)(3) 309125 0 FOR GENERAL SUPPORT UNITED WAY OF COASTAL AND WESTERN CONNECTICUT 10 MIDDLE STREET BRIDGEPORT CT 06604 060646577 501(C)(3) 262884 0 FOR GENERAL SUPPORT THE HOUSING COLLECTIVE 815 MAIN STREET BRIDGEPORT CT 06604 205529890 501(C)(3) 250169 0 FOR GENERAL SUPPORT THE CHEYNEY FOUNDATION 108 S FRONT ST PHILADELPHIA PA 19106 237148064 501(C)(3) 250000 0 FOR GENERAL SUPPORT NAACP EMPOWERMENT PROGRAMS INC 4805 MOUNT HOPE DR BALTIMORE MD 21215 131084135 501(C)(3) 250000 0 FOR GENERAL SUPPORT JOE BURROW FOUNDATION 6862 LIBERTY PLAZA DR STE 100 MIDDLETOWN OH 45044 883653719 501(C)(3) 250000 0 FOR GENERAL SUPPORT GREENWICH SCHOLARSHIP ASSOCIATION PO BOX 4627 GREENWICH CT 06831 061467698 501(C)(3) 247869 0 FOR GENERAL SUPPORT FIDELITY CHARITABLE PO BOX 770001 CINCINNATI OH 452770003 110303001 501(C)(3) 240000 0 FOR GENERAL SUPPORT GRACE COMMUNITY CHURCH 365 LUKES WOOD RD NEW CANAAN CT 06840 061632417 501(C)(3) 225000 0 FOR GENERAL SUPPORT THE BREES DREAM FOUNDATION 6050 OAK TREE BLVD INDEPENDENCE OH 44131 562380198 501(C)(3) 225000 0 FOR GENERAL SUPPORT THE ASIAN AMERICAN FOUNDATION PO BOX 21749 WASHINGTON DC 20009 852050585 501(C)(3) 200000 0 FOR GENERAL SUPPORT RISE NETWORK 700 STATE STREET NEW HAVEN CT 06511 814104274 501(C)(3) 200000 0 FOR GENERAL SUPPORT PACKAGES FROM HOME 5643 N 52ND AVE GLENDALE AZ 85301 201124013 501(C)(3) 195000 0 FOR GENERAL SUPPORT NEW ENGLAND SYNOD ELCA 20 UPLAND ST WORCESTER MA 01607 363512765 501(C)(3) 191338 0 FOR GENERAL SUPPORT AMERICARES FOUNDATION INC 88 HAMILTON AVE STAMFORD CT 06902 061008595 501(C)(3) 182728 0 FOR GENERAL SUPPORT KIDS IN CRISIS INC 1 SALEM ST COS COB CT 06807 061027885 501(C)(3) 178585 0 FOR GENERAL SUPPORT SOUTHWESTERN CT AGENCY ON AGING 1000 LAFAYETTE BOULEVARD BRIDGEPORT CT 06604 060916407 501(C)(3) 171960 0 FOR GENERAL SUPPORT NEW REACH INC 269 PECK STREET NEW HAVEN CT 06513 223037451 501(C)(3) 168590 0 FOR GENERAL SUPPORT MOTION PICTURE & TELEVISION FUND 23388 MULHOLLAND DR STE 220 WOODLAND HILLS CA 91364 951652916 501(C)(3) 160000 0 FOR GENERAL SUPPORT HABITAT FOR HUMANITY OF COASTAL FAIRFIELD COUNTY 1785 STRATFORD AVE STRATFORD CT 066156442 222597077 501(C)(3) 155541 0 FOR GENERAL SUPPORT RON FINLEY PROJECT PO BOX 3664 BEVERLY HILLS CA 90212 471416564 501(C)(3) 152000 0 FOR GENERAL SUPPORT PERSON TO PERSON INC 1864 POST RD DARIEN CT 068205802 061422248 501(C)(3) 151000 0 FOR GENERAL SUPPORT NEW ORLEANS CULINARY AND HOSPITALITY INSTITUTE INC 725 HOWARD AVENUE 101 NEW ORLEANS LA 70130 463311280 501(C)(3) 150000 0 FOR GENERAL SUPPORT WASHINGTON LITERACY CENTER 1133 15TH STREET NW SUITE 400 WASHINGTON DC 20005 526063003 501(C)(3) 150000 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FOR GENERAL SUPPORT PARK CITY PRESENTS 2926 FAIRFIELD AVE BRIDGEPORT CT 06605 921388579 501(C)(3) 120000 0 FOR GENERAL SUPPORT CARVER FOUNDATION OF NORWALK INC 7 ACADEMY ST NORWALK CT 06850 060862072 501(C)(3) 120000 0 FOR GENERAL SUPPORT NORWALK COMMUNITY COLLEGE FOUNDATION 188 RICHARDS AVE STE E 311 NORWALK CT 068541634 066080293 501(C)(3) 116140 0 FOR GENERAL SUPPORT GREENS FARMS ACADEMY 35 BEACHSIDE AVE WESTPORT CT 06880 060733693 501(C)(3) 116000 0 FOR GENERAL SUPPORT CATALYST CT INC 2470 FAIRFIELD AVE BRIDGEPORT CT 066052647 061357699 501(C)(3) 113500 0 FOR GENERAL SUPPORT YWCA METROPOLITAN CHICAGO 1 N LASALLE ST CHICAGO IL 60602 362179765 501(C)(3) 110000 0 FOR GENERAL SUPPORT ROCKEFELLER PHILANTHROPY ADVISORS 120 BROADWAY STE 3475 NEW YORK NY 102713401 133615533 501(C)(3) 105000 0 FOR GENERAL SUPPORT SOCIAL IMPACT PARTNERS INC 1221 POST ROAD E STE 302 WESTPORT CT 06880 851704762 501(C)(3) 103500 0 FOR GENERAL SUPPORT NORWALK PUBLIC SCHOOLS 125 EAST AVE NORWALK CT 06852 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0 FOR GENERAL SUPPORT SPREADMUSICNOW INC 5 N MAIN ST REDDING CT 06896 830713289 501(C)(3) 100000 0 FOR GENERAL SUPPORT GREENWICH ACADEMY 200 NORTH MAPLE AVENUE GREENWICH CT 06830 060653118 501(C)(3) 96167 0 FOR GENERAL SUPPORT CREATIVETS 1123 12TH AVENUE SOUTH NASHVILLE TN 37203 463617663 501(C)(3) 93008 0 FOR GENERAL SUPPORT ALDRICH CONTEMPORARY ART MUSEUM 258 MAIN ST RIDGEFIELD CT 06877 066069965 501(C)(3) 92350 0 FOR GENERAL SUPPORT BLACK GIRL VENTURES FOUNDATION 8647 RICHMOND HWY 649 ALEXANDRIA VA 22309 830935942 501(C)(3) 90000 0 FOR GENERAL SUPPORT LIBERATION PROGRAMS INC 339 WEST AVENUE BRIDGEPORT CT 06604 060867006 501(C)(3) 88000 0 FOR GENERAL SUPPORT NATIONAL ASSOCIATION OF LATINO ARTS & CULTURE 1208 BUENA VISTA ST SAN ANTONIO TX 78207 742581293 501(C)(3) 87500 0 FOR GENERAL SUPPORT TODAY'S STUDENTS TOMORROW'S TEACHERS 333 WESTCHESTER AVE WHITE PLAINS NY 10604 134049153 501(C)(3) 87500 0 FOR GENERAL SUPPORT CHILDREN'S LEARNING CENTERS OF FAIRFIELD COUNTY INC 64 PALMERS HILL 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SUPPORT STAPLES HIGH SCHOOL TUITION GRANTS COMMITTEE PO BOX 5159 WESTPORT CT 068815159 510182993 501(C)(3) 5812 0 FOR GENERAL SUPPORT GIRL SCOUTS OF CONNECTICUT 340 WASHINGTON STREET NORTH HAVEN CT 06473 060662134 501(C)(3) 5795 0 FOR GENERAL SUPPORT BERKSHIRE IMMIGRANT CENTER INC 141 NORTH ST PITTSFIELD MA 012015156 862361326 501(C)(3) 5725 0 FOR GENERAL SUPPORT LITERACY VOLUNTEERS OF SOUTHERN CONNECTICUT 16 DIXON ST MILFORD CT 06460 061402186 501(C)(3) 5600 0 FOR GENERAL SUPPORT SAVE THE CHILDREN 501 KINGS HWY E FAIRFIELD CT 06825 060726487 501(C)(3) 5500 0 FOR GENERAL SUPPORT FRIENDS OF THE ISRAEL DEFENSE FORCES PO BOX 4224 NEW YORK NY 10163 133156445 501(C)(3) 5500 0 FOR GENERAL SUPPORT SALVATION ARMY - BRIDGEPORT CORPS 30 ELM STREET BRIDGEPORT CT 06605 135562351 501(C)(3) 5261 0 FOR GENERAL SUPPORT LOUNSBURY HOUSE 316 MAIN STREET RIDGEFIELD CT 06877 060691290 501(C)(3) 5194 0 FOR GENERAL SUPPORT 448 0 SCHOLARSHIPS TO RESIDENTS OF FAIRFIELD COUNTY FOR POST-SECONDARY EDUCATION IN A 2 OR 4 YEAR ACCREDITED INSTITUTION 371 1000768 PART I, LINE 2: ORGANIZATIONS THAT ARE AWARDED COMPETITIVE GRANTS BY FCCF MUST SUBMIT ANNUAL OR SEMI-ANNUAL REPORTING (DEPENDING ON GRANT SIZE) OF EXPENDITURES INCURRED FOR THEIR PROGRAMS OR ORGANIZATIONS FOR WHICH THE GRANT WAS RECEIVED, AS WELL AS COMPLETE A DETAILED GRANTEE REPORT THAT INCLUDES THE EXPENSES AND NARRATIVE PER THE GRANT AGREEMENT. FOUNDATION STAFF ALSO COMPLETE SITE VISITS TO MANY ORGANIZATIONS WHICH RECEIVE FOUNDATION GRANTS. THE FOUNDATION WILL ALSO MONITOR THE MANAGEMENT OF GRANT FUNDS FOR SELECTED SIGNIFICANT GRANTS MADE FROM DONOR ADVISED FUNDS. THE FOUNDATION AWARDS SCHOLARSHIPS TO STUDENTS ATTENDING ELIGIBLE EDUCATIONAL INSTITUTIONS. CHECKS ARE ISSUED DIRECTLY TO THE SCHOOL IN ORDER TO ENSURE THAT THE FUNDS ARE USED FOR QUALIFIED EDUCATION-RELATED EXPENSES. THE MAJORITY OF APPLICATIONS RECEIVED ARE REVIEWED AND EVALUATED BY AN INDEPENDENT THIRD PARTY TO ENSURE THE SELECTION PROCESS IS FAIR AND IMPARTIAL. X X X 0 0 0 0 0 0 0 1 0 MENDI BLUE PRESIDENT AND CEO 327430 0 75 0 0 0 17007 0 32221 0 376733 0 0 0 WILLIAM ANDREWS CHIEF FINANCIAL OFFICER 200408 0 75 0 0 0 10835 0 41516 0 252834 0 0 0 JOSEPH COLLIN VP, PHILANTHROPY 177627 0 75 0 0 0 9757 0 37374 0 224833 0 0 0 ELAINE MINTZ VP, STRATEGY & EXTERNAL RELATIONS 196366 0 75 0 0 0 9884 0 2064 0 208389 0 0 0 LUTONYA RUSSELL-HUMES VP, GRANTS & PROGRAMS 174748 0 75 0 0 0 8830 0 2863 0 186516 0 0 0 TARA BERLINGO VP, PEOPLE & CULTURE 175354 0 75 0 0 0 8813 0 2001 0 186243 0 0 0 PART I, LINE 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A $75 DISCRETIONARY BONUS DURING CALENDAR YEAR 2024, WHICH WAS INCLUDED IN COLUMN B(II) HEREIN AND IN THEIR 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. X 13 3169142 AVG. SELLING PRICE 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTORS. FORM 990, PART III, LINE 1: FAIRFIELD COUNTY'S COMMUNITY FOUNDATION (THE "COMMUNITY FOUNDATION"), PARTNERS WITH OUR COMMUNITY TO CREATE A FAIRFIELD COUNTY WHERE EVERY PERSON HAS AN EQUITABLE OPPORTUNITY TO THRIVE. THE OVERARCHING GOAL OF THE COMMUNITY FOUNDATION IS TO CLOSE THE OPPORTUNITY GAP IN FAIRFIELD COUNTY. THIS MEANS ELIMINATING DISPARITIES IN INCOME, EDUCATION, EMPLOYMENT, HOUSING AND HEALTH. TO DO THIS TRANSFORMATIVE WORK, THE COMMUNITY FOUNDATION FOSTERS AND FACILITATES THE COMING TOGETHER OF THE PUBLIC, PRIVATE AND NONPROFIT SECTORS. AS A COMMUNITY LEADER, THE COMMUNITY FOUNDATION IS ADVISOR AND CATALYST FOR EFFECTIVE PHILANTHROPY, CREATES AND MANAGES CHARITABLE FUNDS AND ADDRESSES COMMUNITY NEEDS WITH STRATEGIC GRANTMAKING, PARTNERSHIPS AND INITIATIVES. THE COMMUNITY FOUNDATION PROVIDES: - PERSONALIZED PHILANTHROPIC ADVISORY SERVICES, GRANT SERVICES AND FINANCIAL STEWARDSHIP TO FUND HOLDERS. - COMMUNITY LEADERSHIP AND STRATEGIC, COLLABORATIVE INITIATIVES TO ADDRESS KEY REGIONAL ISSUES, SUCH AS EDUCATION, AFFORDABLE HOUSING, HEALTH, ECONOMIC OPPORTUNITY AND OTHER AREAS, WITH AN EMPHASIS ON OLDER YOUTH, WOMEN AND GIRLS AND IMMIGRANTS. - GRANTS, COUNSEL AND PROFESSIONAL DEVELOPMENT/LEADERSHIP AND OTHER TRAINING TO LOCAL NONPROFITS. - RESEARCH ON NONPROFITS AND CAUSES, DUE DILIGENCE AND CONSULTATION WITH AGENCIES AND MONITORING AND EVALUATION OF GRANT PROGRAMS AND FOUNDATION INITIATIVES. FORM 990, PART I, LINE 5, AND PART V, LINE 2A: THE ORGANIZATION CONTRACTED WITH A PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR SERVICES, INCLUDING BUT NOT LIMITED TO, PAYROLL, TIMEKEEPING, EMPLOYEE BENEFITS, HR ADMINISTRATION AND WORKFORCE REGULATORY COMPLIANCE NEEDS. AS THE EMPLOYER OF RECORD FOR TAX PURPOSES, FORMS W-2 AND W-3 ARE ISSUED BY THE PEO AND FILED UNDER THE PEO'S FEDERAL EIN. IN THIS CO-EMPLOYMENT ARRANGEMENT, THE ORGANIZATION IS THE COMMON LAW EMPLOYER AND, ACCORDINGLY, COMPENSATION IS REPORTED ON FORM 990, PART VII, SECTION A AND PART IX, LINES 5-10. FORM 990, PART VI, SECTION B, LINE 11B FAIRFIELD COUNTY'S COMMUNITY FOUNDATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE, AND IS READY TO BE FILED WITH THE IRS, IT IS SUBMITTED ELECTRONICALLY TO MEMBERS OF THE BOARD OF DIRECTORS FOR ANY COMMENTS PRIOR TO ITS SUBMISSION. THE BOARD MEMBERS ARE GIVEN 10 DAYS TO REVIEW THE PREPARED FORM 990 AND PROVIDE THEIR COMMENTS. ANY COMMENTS ARE THEN GROUPED AND SUMMARIZED BY THE CFO AND PROVIDED TO THE PRESIDENT FOR REVIEW. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C FCCF HAS IN PLACE A CONFLICT OF INTEREST POLICY WHICH IT ANNUALLY MONITORS AND ENFORCES. THE BOARD MANDATES THAT ALL FOUNDATION BOARD MEMBERS, COMMITTEE MEMBERS AND STAFF ANNUALLY SIGN A CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. THE SIGNED CONFLICT OF INTEREST POLICY IS SUBMITTED TO THE CEO/PRESIDENT, WHO REVIEWS THE SIGNED ATTESTATIONS FOR POTENTIAL OR ACTUAL CONFLICTS. IF A POTENTIAL OR ACTUAL CONFLICT OF INTEREST EXISTS, IT IS THE RESPONSIBILITY OF EACH BOARD MEMBER, COMMITTEE MEMBER AND STAFF PERSON TO INFORM THE PRESIDENT OF ANY DUAL OR CONFLICTING ROLES THEY MAY HAVE OR HAVE KNOWLEDGE OF, IF SUCH ARE NOT OTHERWISE MADE KNOWN IN THE FOREGOING PROCESS. IT IS THEN THE RESPONSIBILITY OF THE PRESIDENT TO INFORM THE CHAIRPERSON OF THE BOARD AND/OR AFFECTED COMMITTEE CHAIRS OF THE DUAL OR CONFLICTING ROLES, FOR DISCUSSION AND RESOLUTION BY THE BOARD AT ITS NEXT SCHEDULED MEETING. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST, THE INTERESTED PERSON WILL NOT BE ALLOWED TO VOTE OR BE A PART OF ANY DECISIONS ABOUT ANY SUCH TRANSACTIONS THAT HAVE TO DO WITH THE CONFLICT UNTIL SUCH TIME AS THERE IS NO LONGER A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 FCCF HAS ESTABLISHED A WRITTEN COMPENSATION POLICY WHEREBY THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION ANNUALLY FOR THE CEO AND KEY EMPLOYEES IN A PROCESS THAT IS FREE OF CONFLICT OF INTEREST. THE EXECUTIVE COMMITTEE, WHICH FUNCTIONS AS A COMPENSATION COMMITTEE, REVIEWS APPROPRIATE AND ADEQUATE DATA TO DETERMINE THE REASONABLENESS OF COMPENSATION BEING CONSIDERED. THE EXECUTIVE COMMITTEE USES INFORMATION AND STUDIES TO SET AN APPROPRIATE COMPENSATION LEVEL FOR ITS CEO AND PRESIDENT. THE EXECUTIVE COMMITTEE USES SIMILAR DATA TO REVIEW AND APPROVE COMPENSATION RECOMMENDATIONS FOR KEY EMPLOYEES AS WELL. THE EXECUTIVE COMMITTEE'S COMPENSATION RECOMMENDATION IS DOCUMENTED AND INCLUDES THE DATE THE RECOMMENDATION IS REACHED, THE MEMBERS PRESENT AND VOTING, THE TERMS OF THE COMPENSATION THAT WERE APPROVED, AND THE COMPARABLE DATA USED TO MAKE THE RECOMMENDATION. THE COMPENSATION COMMITTEE MEETS ANNUALLY IN JUNE TO DISCUSS THE COMPENSATION IN THE SUCCEEDING YEAR. FORM 990, PART VI, SECTION C, LINE 19 FAIRFIELD COUNTY'S COMMUNITY FOUNDATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG, AND THE ORGANIZATION'S WEBSITE. IN ADDITION, THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR INSPECTION AT THE FOUNDATION'S OFFICES, UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -1,786. FORM 990, PART XII, LINE 2C: THE FOUNDATION HAS AN AUDIT COMMITTEE THAT OVERSEES THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.