2026-07-06T09:13:36-05:00 2025-12-31 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990 2025-01-01 832947453 WATERBURY HOSPITAL FOUNDATION WATE 2037531315 43 FIELD STREET WATERBURY CT 06702 KATHY TAYLOR PRESIDENT AND CEO 2037531315 2026-06-22 1 NICOLE LEE P01307175 8605614000 2026-06-22 2025 2025-03-06 01:10:19Z HEALTHBRIDGE FOUNDATION OF GREATER KATHY TAYLOR 43 FIELD STREET WATERBURY CT 06702 940076 0 X CONNCF.ORG X 2019 CT FACILITATE EQUITABLE ACCESS TO HEALTHCARE SERVICES FOR THE GREATER WATERBURY COMMUNITY. 9 9 0 10 0 0 258207 347543 0 0 692672 514054 0 0 950879 861597 46893 112505 0 0 0 0 0 0 0 286445 333900 333338 446405 617541 415192 17294309 20214864 23000 30000 17271309 20184864 X THE FOUNDATION FACILITATES EQUITABLE ACCESS TO HEALTHCARE SERVICES FOR THE GREATER WATERBURY COMMUNITY. OUR FOUNDING PRINCIPLES ARE TO PROVIDE FOR THE HEALTHCARE NEEDS (INCLUDING MEDICAL EQUIPMENT AND EXPENSES) OF THE 13-TOWN GREATER WATERBURY COMMUNITY; TO PROTECT AND STEWARD CHARITABLE ASSETS; TO SUPPORT AND ENGAGE IN COMMUNITY PROJECTS, GRANTS, ACTIVITIES AND PROGRAMS THAT IMPROVE ACCESS TO HEALTHCARE AND ENHANCE THE HEALTH OF GREATER WATERBURY'S COMMUNITY, INCLUDING PREVENTATIVE HEALTH PROGRAMS; AND TO PROVIDE HEALTH EDUCATION AND TRAINING OF HEALTHCARE PROVIDERS AND EDUCATORS IN THE COMMUNITIES. 0 0 112505 112505 0 TO PROVIDE FOR HEALTHCARE NEEDS OF THE GREATER WATERBURY AREA AND TO SUPPORT OR CONDUCT COMMUNITY HEALTH NEEDS, ASSESSMENTS, AND ENCOURAGE AND SUPPORT EFFECTS TO CHARITABLE IMPROVE THE HEALTH OF THE COMMUNITY. 112505 1 1 0 0 0 1 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CT X X BARBARA RYER 2037531315 43 FIELD ST WATERBURY CT 06702 KATHY TAYLOR PRESIDENT & CEO 1.00 40.00 X 0 207843 59152 BARBARA RYER DIRECTOR OF FINANCE & ADMIN 1.00 40.00 X 0 151346 22293 ELLEN CARTER CHAIR 1.00 0.00 X X 0 0 0 STEVEN SCHNEIDER VICE CHAIR 1.00 0.00 X X 0 0 0 TONI HIRST TREASURER 1.00 0.00 X X 0 0 0 ELNER MORRELL SECRETARY 1.00 0.00 X X 0 0 0 PRATTE AMANDA TRUSTEE 1.00 0.00 X 0 0 0 ALTHEA MARSHALL BROOKS TRUSTEE 1.00 0.00 X 0 0 0 TERESA RANGEL TRUSTEE 1.00 0.00 X 0 0 0 MARCIA TEJEDA TRUSTEE 1.00 0.00 X 0 0 0 DANYTZA WARD TRUSTEE 1.00 0.00 X 0 0 0 0 359189 81445 0 0 1 0 0 347543 347543 515326 515326 77207 78479 -1272 -1272 -1272 861597 0 0 514054 112505 112505 714 714 9090 9090 71 71 100 100 1753 1753 MANAGEMENT FEE 322172 322172 446405 112505 333900 0 48908 45402 17245401 20169462 17294309 20214864 23000 30000 23000 30000 X 17271309 20184864 17271309 20184864 17294309 20214864 X 415192 2483363 15000 X 0 1 X 1 0 X X X 1 CONNECTICUT COMMUNITY FOUNDATION INC 066038074 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21 345869 97505 20184865 1 1 17271309 347543 2988327 97505 324810 20184864 15418591 258207 1919087 46893 277683 17271309 10652733 2746713 2277967 63902 194920 15418591 13519135 -2646019 7475 212908 10652733 12422299 263111 1116234 61825 220684 13519135 1.00000 0.00000 0.00000 0 0 0 X PART X, LINE 2: THE COMMUNITY FOUNDATION AND WHF ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC; HOWEVER, THE COMMUNITY FOUNDATION IS SUBJECT TO FEDERAL INCOME TAX ON ANY UNRELATED BUSINESS TAXABLE INCOME. MANAGEMENT BELIEVES THAT EACH ENTITY HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. THE ENTITIES' FORMS 990, 990-T AND OTHER INCOME TAX FILINGS REQUIRED BY STATE, LOCAL, OR NON-U.S. TAX AUTHORITIES ARE NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS BEFORE 2019. 1 STAYWELL HEALTH CARE INC 80 PHOENIX AVENUE 201 WATERBURY CT 06702 223160873 501(C)(3) 45000 0 N/A N/A WATERBURY HEALTH ACCESS PROGRAM AND WATERBUY COMMUNITY CARE TEAM FIRST CONGREGATIONAL CHURCH OF WATERBURY 222 WEST MAIN STREET WATERBURY CT 06702 19688 0 N/A N/A HEALTHBRIDGE FOUNDATION DESIGNATED FUND WATERBURY BRIDGE TO SUCCESS COMMUNITY PARTNERSHIP INC 83 PROSPECT STREET WATERBURY CT 06702 932614244 501(C)(3) 19633 0 N/A N/A EXPANDED OUTREACH AND ENGAGEMENT FOR IMPROVED PERINATAL HEALTH OUTCOMES ST JOHN'S EPISCOPAL CHURCH 16 CHURCH STREET WATERBURY CT 06702 15578 0 N/A N/A HEALTHBRIDGE FOUNDATION DESIGNATED FUND 2 2 PART I, LINE 2: ALL COMPETITIVE GRANTS AND SCHOLARSHIPS ARE SELECTED BY A VOLUNTEER COMMITTEE AND ALSO SUBMITTED TO THE BOARD. THE ORGANIZATION REQUIRES THAT GRANTEES PROVIDE PERIODIC REPORTS BACK TO THE ORGANIZATION ABOUT HOW THE FUNDS ARE EXPENDED TO SUPPORT A CHARITABLE CAUSE. 0 0 0 0 0 0 0 0 0 KATHY TAYLOR PRESIDENT & CEO 0 207843 0 0 0 0 0 23500 0 35652 0 266995 0 0 BARBARA RYER DIRECTOR OF FINANCE & ADMIN 0 151346 0 0 0 0 0 18200 0 4093 0 173639 0 0 PART I, LINE 3 THE BOARD OF TRUSTEES SHALL ANNUALLY REVIEW THE SALARY AND BENEFIT STRUCTURE IN CONJUNCTION WITH THE ANNUAL PERFORMANCE REVIEW FOR THE PRESIDENT & CEO. THE PRESIDENT & CEO IS AUTHORIZED TO ESTABLISH THE SALARIES AND BENEFIT STRUCTURE FOR ALL OTHER EMPLOYEES. TRUSTEES SHALL NOT RECEIVE ANY COMPENSATION FOR THEIR SERVICES AS TRUSTEES. THE PRESIDENT & CEO ANNUALLY RECOMMENDS TOTAL COMPENSATION INCLUDING ALL BENEFITS AND CONTINGENCY FUNDS FOR SALARY INCREASES AND BONUSES FOR EMPLOYEES TO THE BOARD OF TRUSTEES AS PART OF THE OPERATING BUDGET APPROVAL PROCESS. AT LEAST EVERY TWO YEARS, THE PRESIDENT & CEO SHALL PERIODICALLY REVIEW COMPARABLE COMPENSATION DATA FOR ALL STAFF MEMBERS AND REPORT FINDINGS TO THE EXECUTIVE COMMITTEE. THE DATA MAY INCLUDE BUT IS NOT LIMITED TO COMMUNITY FOUNDATION SURVEYS NATIONWIDE, CHAMBERS OF COMMERCE AND LOCAL UNITED WAYS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE FOUNDATION AND AT LEAST ONE ADDITIONAL TRUSTEE DESIGNATED BY THE BOARD OF TRUSTEES. THE CHAIR OF THE BOARD SERVES AS CHAIR OF THE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL ACT AS THE FINANCE COMMITTEE. DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE SHALL EXERCISE ALL THE POWERS OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE PROPERTY AND REGULATION OF THE AFFAIRS OF THE FOUNDATION TO THE EXTENT PROVIDED BY THE ACT, AND PROVIDED THAT THE EXECUTIVE COMMITTEE SHOULD NOT HAVE THE POWER TO ACT ON FUNDAMENTAL TRUSTEE MATTERS INCLUDING THOSE REFERENCED IN 6.1.B, REVERSE ACTIONS OF THE BOARD OF TRUSTEES OR EXPEND ANY FUNDS NOT IN ACCORDANCE WITH THE FOUNDATION'S APPROVED BUDGET. ALL ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE BOARD AT ITS NEXT MEETING SUCCEEDING SUCH ACTION AND SHALL BE SUBJECT TO CONTROL, REVISION AND ALTERATION BY THE BOARD, PROVIDED THAT NO RIGHTS OF THIRD PERSONS SHALL BE PREJUDICIALLY AFFECTED THEREBY; AND SHALL CARRY OUT ADDITIONAL DUTIES IN ACCORDANCE WITH THE BOARD APPROVED COMMITTEE CHARTER. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS THE CONNECTICUT COMMUNITY FOUNDATION, INC. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER SHALL HAVE THE EXCLUSIVE RIGHTS TO ELECT A MAJORITY OF THE ORGANIZATION'S TRUSTEES, REMOVE WITH OUT WITHOUT CAUSE ANY OF THE MEMBER-ELECTED TRUSTEES, AND FILL ANY VACANCY OF MEMBER-ELECTED TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE OF THE CONNECTICUT COMMUNITY FOUNDATION WILL REVIEW THE FORM 990. THE FORM 990 WILL BE PRESENTED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH STAFF MEMBER AND VOLUNTEER SHALL COMPLETE A CONFLICT OF INTEREST/DUALITY OF INTEREST DISCLOSURE STATEMENT WHEN BEGINNING SERVICE WITH THE FOUNDATION AND ANNUALLY THEREAFTER. THE STATEMENT WILL BE FILED WITH THE PRESIDENT & CEO OF THE FOUNDATION. THE STATEMENT INCLUDES A LIST OF PRINCIPAL BUSINESS ACTIVITIES, AS WELL AS, INVOLVEMENT WITH OTHER CHARITABLE AND BUSINESS ORGANIZATIONS, VENDORS, OR BUSINESS INTERESTS, OR WITH ANY OTHER ASSOCIATIONS THAT MIGHT PRODUCE A CONFLICT OF INTEREST. WHEN A VOLUNTEER OR STAFF IS TO DECIDE UPON AN ISSUE ABOUT WHICH A VOLUNTEER OR STAFF MEMBER HAS AN UNAVOIDABLE CONFLICT OF INTEREST, THAT PERSON SHALL PHYSICALLY ABSENT HERSELF/HIMSELF WITHOUT COMMENT FROM NOT ONLY THE VOTE, BUT ALSO FROM THE DELIBERATION, UNLESS DIRECTLY REQUESTED BY THE CHAIR OF THE BOARD OR RELEVANT COMMITTEE CHAIR TO PROVIDE FACTUAL INFORMATION OR ANSWER FACTUAL QUESTIONS THAT MAY ASSIST THE BOARD OR COMMITTEE IN MAKING A WISE DECISION. IN NO CASE SHALL THAT PERSON VOTE ON SUCH MATTER OR ATTEMPT TO EXERT PERSONAL INFLUENCE IN CONNECTION WITH THE VOTE. DISCLOSURE AND ABSTENTION SHALL BE RECORDED IN THE MINUTES OF THE MEETING AT WHICH THE ISSUE IS DISCUSSED AND DECIDED. FORM 990, PART VI, SECTION C, LINE 19 COPIES MAY BE REQUESTED BY MAIL, EMAIL, OR ORIGINAL DOCUMENTS MAY BE VIEWED AT THE FOUNDATION OFFICE. FORM 990, PART XI, LINE 9: RETURN OF PRIOR YEAR GRANT 15,000. CONNECTICUT COMMUNITY FOUNDATION 43 FIELD STREET WATERBURY CT 06702 066038074 SUPPORT NONPROFIT ORGANIZATIONS IN GREATER WATERBURY AND THE LITCHFIELD HILL CT 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 CONNECTICUT COMMUNITY FOUNDATION M 322172 FMV