2022-05-16T10:41:40-07:00 2021-06-30 990 2020-07-01 061372107 JEWISH COMMUNITY FOUNDATION OF GREATER HARTFORD INC JEWI 8605237460 333 Bloomfield Avenue Suite D West Hartford CT 06117 Jacob Schreiber President and CEO 8605237460 2022-05-15 1 11 0 AAL2 X 2020 2022-09-23 18:48:47Z JACOB A SCHREIBER 333 BLOOMFIELD AVENUE SUITE D WEST HARTFORD CT 06117 16296372 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. 14 14 11 72 0 0 2530364 4585932 0 0 6363039 7242468 170726 203729 9064129 12032129 4145123 4989450 0 0 1264254 1319501 0 0 389354 467732 504191 5877109 6813142 3187020 5218987 126674784 171916384 20893036 29288819 105781748 142627565 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 1653583 1653583 0 Community Building (Expenses: $1,653,583 including grants of $1,653,583) 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. 1254416 1254416 0 Human Services and Health (Expenses: $1,254,416 including grants of $1,254,416). 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 and the Jewish Association for Community Living. 834117 834117 0 Education (Expenses: $834,117 including grants of $834,117) 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, Bess and Paul Sigel Hebrew Academy, Hebrew High School of New England, Jewish Teen Learning Connection, Children's Reading Partners and the Jewish Federation of Greater Hartford's Commission on Jewish Education and Leadership. 1392055 655929 0 Other Programs and Services (Expenses: $1,392,055 including grants of $655,929) 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. 591405 591405 0 Rapid Relief and Recovery Fund (Expenses: $591,405 including grants of $591,405). In response to both emergency needs as well as the long-term impact of COVID-19, the Foundation in partnership with the Jewish Federation of Greater Hartford raised funds to address both humanitarian need as well as organizational (social service agencies, schools and synagogues) financial shortfalls in the Greater Hartford Jewish community. Due to the unique nature of these grants, we are reporting them separately from our regular grant awards 1983460 1247334 0 5725576 1 1 0 0 0 1 0 0 1 1 0 1 0 0 1 1 1 0 0 0 0 0 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 4 0 1 11 1 1 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CT X X Jacob A Schreiber- President & Chief Executive Officer Jewish Community Foundation of Grtr Hartford 8605237460 333 Bloomfield Avenue Suite D West Hartford CT 06117 JACOB A SCHREIBER PRESIDENT AND CEO 40 X 230532 0 0 RHONA H MORGAN VICE PRESIDENT FINANCE 45.00 0 X 165738 0 0 Kathryn L Gonnerman Vice President Development 38 0 X 131055 0 0 Michael Elfenbaum Vice President Grants Programs 36 0 X 112590 0 0 Susan Lotreck Vice President Operations 30.00 0 X 105749 0 0 GAYLE TEMKIN Chair 4 X 0 0 0 MERRILL KATE MANDELL VICE CHAIR 1 X 0 0 0 GERALD B GOLDBERG Secretary 1 X 0 0 0 Elysa Graber-Lipperman TREASURER 2 X 0 0 0 JESSICA FISH TRUSTEE 1 X 0 0 0 Ethan Goldman TRUSTEE 1 X 0 0 0 Joshua Gottfield Trustee 1 X 0 0 0 WALTER L HARRISON TRUSTEE 1 X 0 0 0 LEIGH A NEWMAN Immediate Past Chair 1 X 0 0 0 Rachel Rubin TRUSTEE 1 X 0 0 0 CYRAL SHELDON TRUSTEE 1 X 0 0 0 JULIE R SPIVAK TRUSTEE 1 X 0 0 0 SIDNEY ULREICH TRUSTEE 2 X 0 0 0 ROBERT K YASS TRUSTEE 1 X 0 0 0 745664 0 0 5 0 1 0 0 0 0 0 0 233900 4352032 2177856 4585932 0 1080001 0 0 1080001 0 0 0 0 0 0 0 0 0 0 10426710 0 4195514 68729 6231196 -68729 6162467 0 0 6162467 0 Administrative Fees from Agency Accounts 900099 195088 195088 0 0 8641 0 0 8641 203729 12032129 195088 0 7251109 4860730 4860730 128720 128720 0 0 0 0 731284 344866 237148 149270 0 0 0 0 369640 121704 116500 131436 29668 12667 9536 7465 107986 46104 34710 27172 80923 34549 26012 20362 0 0 0 0 2170 0 2170 0 32500 0 32500 0 0 0 0 0 0 0 164703 97203 67500 0 9200 1380 6440 1380 9106 4098 0 5008 28709 12257 9228 7224 65097 27793 20924 16380 0 0 0 0 102907 0 102907 0 300 90 120 90 0 0 0 0 6505 2602 2602 1301 0 0 0 0 0 0 0 0 0 0 0 0 14888 0 14888 0 Professional Membership Fees 4040 2020 2020 0 Marketing and Donor Outreach 62466 28110 12493 21863 1600 683 514 403 6813142 5725576 698212 389354 0 0 8747579 7119692 632185 500844 4888 4568 0 0 0 0 0 12485 0 0 0 0 104472794 144686369 12616298 19449255 0 0 0 0 201040 143171 126674784 171916384 5626 47416 629448 764168 0 0 0 0 19806772 28164332 0 0 0 0 0 0 451190 312903 20893036 29288819 X 105346070 142360240 435678 267325 105781748 142627565 126674784 171916384 X 5218987 31585730 0 0 0 41100 X 0 1 X 1 0 X 3848561 5164051 2477058 2530364 4585932 18605966 0 0 0 0 0 0 3848561 5164051 2477058 2530364 4585932 18605966 3273032 15332934 775527 1017468 1053875 756624 1080001 4683495 0 0 0 0 0 0 0 0 16634 195088 211722 23501183 0.65243 0.64549 X Schedule A, Part II, Line 10 Administrative fees from Agency Custodial accounts - $195,088 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 187 961 2735189 2054811 2320085 2669365 48544067 94083498 1 1 1 19806772 9597311 1239752 28164331 1 X 70327409 2045757 25638002 2668365 289034 970271 94083498 70316409 1702880 750845 2080087 -871013 1233651 70327409 70161065 1334682 2535692 2130134 159668 1425228 70316409 65548518 1615244 5961833 1667370 -57279 1354439 70161065 60186045 1201233 8196335 1981807 570176 1483112 65548518 0.99998 0 0.00002 0 0 0 F 0 F Private Equity 7090005 F Venture Capital 7931173 F Private International Equity 4428077 F 19449255 0 Split Interest Agreements 312903 312903 X 43494256 31585730 0 0 41100 31626830 11867426 164703 0 164703 12032129 6648439 0 0 0 0 0 6648439 164703 0 164703 6813142 Schedule D, Part IV, Line 1b Schedule D, Part IV, Line 1b - As part of our 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 a commingled investment pool. These funds are treated as assets and liabilities on the books of the Foundation. Schedule D, Part IV, Line 2b Schedule D, Part IV, Line 2b - As part of our 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 a commingled investment pool. These funds are treated as assets and liabilities on the books of the Foundation. Schedule D, Part V, Line 4 Schedule D, Part V, Line 4 - The 1,148 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 includes 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 Schedule D, Part X, Line 2 - The Foundation is classified by the Internal Revenue Service (IRS) as a tax exempt organization exempt from incomes taxes under Section 501(a)(1) of the Internal Revenue Code as a public charity. Accordingly, no provision for income taxes has been made in the accompanying financial statements. The foundation files Federal and State of Connecticut income tax returns for unrelated business income, which represent the major tax jurisdictions of the Foundation. Federal and state tax years 2012 through 2014 remain open under the statutes of limitations. Schedule D, Part XI, Line 2d Schedule D, Part XI, Line 2d - Change in Split interest Agreements $41,101 and a $ (1) adjustment. 1 10000 Degrees 1650 Los Gamos Drive Suite 120 San Rafael CA 94903 953667812 501(C)(3) 6240 0 book Scholarships non-JCF Achievement First 370 James Street Suite 404 New Haven CT 06513 651203744 501(C)(3) 25000 0 book Gen Operating Supprt AIDS Connecticut 110 Bartholomew Avenue Suite 3050 Hartford CT 06106 223014883 501(C)(3) 6000 0 book Gen Operating Supprt American Friends of NATAL 1120 Avenue of the Americas 4th Floor New York NY 10036 201914370 501(C)(3) 14500 0 book Gen Operating Supprt American Jewish Joint Distribution Committee Inc PO Box 4124 New York NY 10017 131656634 501(C)(3) 7500 0 book Program Development Asbury Park Music Foundation 621 Lake Avenue Suite 1C Asbury Park NJ 07712 452675974 501(C)(3) 10000 0 book Program Development Beth David Synagogue 20 Dover Road West Hartford CT 06119 060712261 501(C)(3) 20312 0 book Program Development Beth El Temple of West Hartford 2626 Albany Avenue West Hartford CT 061172331 060699241 501(C)(3) 68897 0 book Emergency Funds Camp Laurelwood 463 Summer Hill Road Madison CT 06443 060693092 501(C)(3) 5500 0 book Emergency Funds Chabad Chevra The Rohr Chabad House 100 Bloomfield Avenue West Hartford CT 06117 061030000 501(C)(3) 6000 0 book Emergency Funds Chabad East of the River Inc 25 Harris Street Glastonbury CT 060331106 061030000 501(C)(3) 19200 0 book Gen Operating Supprt Chabad Farmington Valley 141 Hopmeadow St Simsbury CT 060899761 300155560 501(C)(3) 8500 0 book Emergency Funds Chabad Friendship Circle 2352 Albany Avenue West Hartford CT 06117 061030000 501(C)(3) 30200 0 book Emerg ReliefSpecial Chabad House of Greater Hartford 2352 Albany Avenue West Hartford CT 06117 061030000 501(C)(3) 60357 0 book Gen Operating Supprt Charter Oak Cultural Center 21 Charter Oak Avenue Hartford CT 06106 061026597 501(C)(3) 36270 0 book Gen Operating Supprt COMPASS Youth Collaborative 55 Airport Road Suite 201 Hartford CT 06114 311768549 501(C)(3) 10000 0 book Gen Operating Supprt Congregation Adath Israel PO Box 337 Middletown CT 064570337 060669110 501(C)(3) 35336 0 book Gen Operating Supprt Congregation Beth Israel 701 Farmington Avenue West Hartford CT 061191724 060692758 501(C)(3) 118599 0 book BuildingRenovation Congregation Bnai Tikvoh-Sholom 180 Still Road Bloomfield CT 06002 066008809 501(C)(3) 7000 0 book Emergency Funds Congregation Kol Haverim 1079 Hebron Avenue Glastonbury CT 060330473 222586288 501(C)(3) 28047 0 book BuildingRenovation Congregation Tephereth Israel 140 Marlin Road New Britain CT 060532120 060837625 501(C)(3) 6000 0 book Endowment Funds Connecticut Childrens Medical Center Foundation Inc 282 Washington Street Hartford CT 06106 060646755 501(C)(3) 25671 0 book Gen Operating Supprt Connecticut Public Broadcasting Inc 1049 Asylum Avenue Hartford CT 061052411 060758938 501(C)(3) 5250 0 book Gen Operating Supprt Drew University Business Office 36 Madison Ave Madison NJ 07940 221487164 501(C)(3) 6000 0 book Gen Operating Supprt Emanuel Synagogue 160 Mohegan Drive West Hartford CT 06117 060675032 501(C)(3) 66241 0 book Emerg ReliefSpecial Farmington Valley Jewish Congregation -Emek Shalom 55 Bushy Hill Road Simsbury CT 06070 066080265 501(C)(3) 24000 0 book Gen Operating Supprt Federation Homes Inc 156 Wintonbury Avenue Bloomfield CT 06002 061019012 501(C)(3) 8282 0 book Gen Operating Supprt Foodshare Inc 450 Woodland Avenue Bloomfield CT 06002 222474771 501(C)(3) 7259 0 book Gen Operating Supprt Grace Academy 277 Main Street Hartford CT 06106 271673012 501(C)(3) 11500 0 book Gen Operating Supprt Hadassah Hartford Chapter 43 Carlyle Road West Hartford CT 06117 131656651 501(C)(3) 5250 0 book Gen Operating Supprt Harold Grinspoon Foundation 67 Hunt Street Suite 100 Agawam MA 01001 046685725 501(C)(3) 37500 0 book Program Development Hartford Hospital Corporate and Foundation Support 80 Seymour Street Hartford CT 061019960 060646668 501(C)(3) 6259 0 book Gen Operating Supprt Hartford Symphony Orchestra 166 Capitol Ave Hartford CT 06106 060637319 501(C)(3) 8500 0 book Program Development Hebrew Senior Care One Abrahms Boulevard West Hartford CT 061171525 060646672 501(C)(3) 183236 0 book Equipment Jewish Association for Community Living 34 Jerome Avenue Suite 109 Bloomfield CT 06002 061068312 501(C)(3) 170213 0 book BuildingRenovation Jewish Family and Children Services of Phoenix 4747 N 7th Street Suite 100 Phoenix AZ 85014 860096781 501(C)(3) 7500 0 book Gen Operating Supprt Jewish Family Services of Greater Hartford 333 Bloomfield Avenue Suite A West Hartford CT 06117 060653062 501(C)(3) 278617 0 book Emergency Funds Jewish Federation of Greater Hartford 333 Bloomfield Avenue Suite C West Hartford CT 06117 060655482 501(C)(3) 1377478 0 book Gen Operating Supprt Jewish Federation of Greater Portland 6680 SW Capitol Highway Portland OR 97219 930386825 501(C)(3) 40000 0 book Program Development Jewish Federation of Palm Beach County 1 Harvard Circle Suite 100 West Palm Beach FL 33409 590948696 501(C)(3) 5400 0 book Gen Operating Supprt Jewish Federation of the Berkshires 196 South Street Pittsfield MA 01201 042131409 501(C)(3) 15000 0 book Program Development Jewish Historical Society of Greater Hartford 333 Bloomfield Avenue Suite B West Hartford CT 06117 061217339 501(C)(3) 88984 0 book Mngmt DevelCap Bldg Jewish Teen Learning Connection 333 Bloomfield Avenue Suite C West Hartford CT 06117 061329245 501(C)(3) 67293 0 book Mngmt DevelCap Bldg Jewishcolorado 300 S Dahlia Street Denver CO 80246 010831698 501(C)(3) 45000 0 book Program Development JFACT Fund Inc 40 Woodland Street Hartford CT 06105 061491945 501(C)(3) 21090 0 book Gen Operating Supprt Joyce D and Andrew J Mandell Jewish Community Center 335 Bloomfield Avenue West Hartford CT 061171543 060662142 501(C)(3) 524169 0 book Gen Operating Supprt Kingswood-Oxford School 170 Kingswood Road West Hartford CT 06119 060646688 501(C)(3) 30000 0 book Scholarships non-JCF Mikveh Bess Israel of West Hartford 61 North Main Street West Hartford CT 06107 912154619 501(C)(3) 40500 0 book Gen Operating Supprt New England Jewish Academy 300 Bloomfield Avenue West Hartford CT 06117 061455973 501(C)(3) 211264 0 book Gen Operating Supprt Northeastern University 716 Columbus Avenue Suite 402 Boston MA 02120 041679980 501(C)(3) 10000 0 book Program Development Nutmeg Big Brothers-Big Sisters 30 Laurel Street Hartford CT 06106 060850379 501(C)(3) 15000 0 book Gen Operating Supprt Operation Smile 3641 Faculty Boulevard Virginia Beach VA 234538000 541460147 501(C)(3) 10000 0 book Gen Operating Supprt Prudence Crandall Center 594 Burritt Street New Britain CT 060534803 060968557 501(C)(3) 10000 0 book Program Development Reconstructing Judaism 1299 Church Road Wyncote PA 19095 231710675 501(C)(3) 43000 0 book Program Development Saint Francis Hospital and Medical Center Foundation Inc Development Office 95 Woodland Street Hartford CT 061051299 061008255 501(C)(3) 5500 0 book Gen Operating Supprt Solomon Schechter Day School of Greater Hartford 26 Buena Vista Road West Hartford CT 06107 060873657 501(C)(3) 157301 0 book Gen Operating Supprt STEP-GTP 54 Beals Street Brookline MA 02446 824390203 501(C)(3) 6364 0 book Gen Operating Supprt Temple Beth Hillel of South Windsor 20 Baker Lane South Windsor CT 06074 061242570 501(C)(3) 18500 0 book Emergency Funds Temple Chai 4645 East Marilyn Road Phoenix AZ 85032 942381671 501(C)(3) 7500 0 book Gen Operating Supprt Temple Sinai 41 West Hartford Road Newington CT 06111 066011131 501(C)(3) 32523 0 book Gen Operating Supprt The Bridge Family Center Inc 1022 Farmington Avenue West Hartford CT 06107 237013563 501(C)(3) 6000 0 book Gen Operating Supprt The Hole in the Wall Gang Camp 555 Long Wharf Drive New Haven CT 06511 061157655 501(C)(3) 6100 0 book Gen Operating Supprt The Loomis Chaffee School 4 Batchelder Road Windsor CT 06095 060653119 501(C)(3) 61000 0 book Scholarships non-JCF United States Holocaust Memorial Museum 60 E 42nd Street Suite 1000 New York NY 10165 521309391 501(C)(3) 5250 0 book Gen Operating Supprt Universities Allied for Essential Medicines 641 S Street NW Washington DC 20001 010833168 501(C)(3) 30000 0 book Gen Operating Supprt University of Connecticut Foundation Inc 2390 Alumni Drive Unit 3206 Storrs CT 062693206 066070722 501(C)(3) 9000 0 book Gen Operating Supprt University of Connecticut Hillel Trachten-Zachs Hillel House 54 N Eagleville Road Storrs CT 06268 066071635 501(C)(3) 12866 0 book Gen Operating Supprt University of Hartford Hillel 200 Bloomfield Avenue Park River Ground Floor West Hartford CT 06117 060731360 501(C)(3) 48704 0 book Gen Operating Supprt University of Hartford 200 Bloomfield Avenue West Hartford CT 06117 060731360 501(C)(3) 6000 0 book Gen Operating Supprt Upstate Medical College Alumni Association 750 E Adams Street Setnor Academic Building Suite 1510 Syracuse NY 13210 166038703 501(C)(3) 20000 0 book Scholarships non-JCF Urban League of Greater Hartford Inc 140 Woodland St Hartford CT 061051210 066066491 501(C)(3) 10000 0 book Program Development Voices of Hope 20 Waterside Drive Suite 100 Farmington CT 06032 814736138 501(C)(3) 22097 0 book Gen Operating Supprt Watkinson School Development Office 180 Bloomfield Avenue Hartford CT 061051096 060655136 501(C)(3) 5400 0 book Scholarships non-JCF Yale University School of Medicine Office of Development Box 7611 New Haven CT 065190611 060646973 501(C)(3) 100000 0 book Gen Operating Supprt Young Israel of West Hartford 2240 Albany Avenue West Hartford CT 06117 222568510 501(C)(3) 24818 0 book Emergency Funds YWCA Hartford Region Inc 135 Broad Street Hartford CT 06105 060646993 501(C)(3) 14000 0 book Program Development 76 0 Education and Related Activities 33 88000 0 Israel and Overseas 19 40720 0 Schedule I, Part I, Line 2 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, project, 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 that 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. Schedule I, Part III Schedule I, Part III - 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 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 216133 0 10000 0 3625 0 4284 0 22168 0 256210 0 0 0 RHONA H MORGAN VICE PRESIDENT FINANCE 162251 0 2500 0 0 0 6394 0 22867 0 194012 0 0 0 Schedule J, Part I, Line 1a Schedule J, Part I, Line 1a - Annual Membership in Tumble Social Club for Donor Outreach. Schedule J, Part I, Line 3 Schedule J, Part I, Line 3 - The Foundation has adopted a policy for setting the 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 this 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. X 37 2177856 AVG MKT VALUE 0 0 1 0 Form 990, Part III, Line 2 1. 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. Form 990, Part VI, Section B, Line 11b Form 990, Part VI, Section B, Line 11b - A draft IRS Form 990 prepared by the Foundation's VP Financeent, was distributed to the President and CEO, the Audit Committee Chair and the Foundation's independent auditors for review and comment. Suggested changes were then incorporated and a final Form 990 will be distributed as a PDF document to the Board of Trustees for review at the next Board meeting. Form 990, Part VI, Section B, Line 12c Form 990, Part VI, Section B, Line 12c - The Foundation has adopted a code of ethics and conflict of interest 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) specifies 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, Investment and Grants 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 and members of their families associated with the Foundation to be alert to situations in which a conflict of interest could arise. The Foundations 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 him/herself from participation in discussions or decision making concerning the matter at hand; or (4) ask the individual to resign from his or her 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 Vice President Finance 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 Form 990, Part VI, Section B, Line 15 - The Foundation has adopted a policy for setting the 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 Form 990, Part VI, Section C, Line 19 - The Foundation publishes its audited statements on its website. The Foundations 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 our website. Form 990, Part XI, Line 9 Change in market value of Split Interest Agreements 41,101 and -1 rounding adjustment. The IRS approved the Foundation request (Form 8868) for an Extension to May 15, 2022. Late filing is due to delayed receipt of information necessary to file Form 990.