2018-11-13T12:57:03-06:00 2017-12-31 061009205 BLUM SHAPIRO & COMPANY PC CPA'S 29 S MAIN STREET PO BOX 272000 WEST HARTFORD CT 061272000 990 2017-01-01 841637102 THE VALLEY COMMUNITY FOUNDATION INC VALL 2037519162 253-A ELIZABETH STREET DERBY CT 06418 SHARON L CLOSIUS PRESIDENT & CEO 2037519162 2018-11-12 1 MARY KAY CURTISS P01551484 8605614000 2018-11-12 64.251.63.131 2018-11-12 15:17:39 ES P 32C2B15C8AAF7E27428FAF8181EC4CA1A501E391 32C2B15C8AAF7E27428FAF8181EC4CA1A501E391 2017 2019-02-21 02:37:17Z SHARON L CLOSIUS 253-A ELIZABETH STREET DERBY CT 06418 9807742 0 X WWW.VALLEYFOUNDATION.ORG X 2004 CT SEE SCHEDULE OTHE VALLEY COMMUNITY FOUNDATION'S MISSION IS TO MAKE THE VALLEY A BETTER PLACE TO LIVE AND WORK, BOTH NOW AND IN THE FUTURE, BY CONNECTING PRIVATE PHILANTHROPY TO THE LONG-TERM PUBLIC GOOD OF THE VALLEY. 13 13 5 75 0 0 3038552 2011272 0 0 949200 755358 0 0 3987752 2766630 1449233 1438813 0 0 367019 370637 0 0 167562 266713 299596 2082965 2109046 1904787 657584 21642605 25253283 283887 253937 21358718 24999346 X THE VALLEY COMMUNITY FOUNDATION'S MISSION IS TO MAKE THE VALLEY A BETTER PLACE TO LIVE AND WORK, BOTH NOW AND IN THE FUTURE, BY CONNECTING PRIVATE PHILANTHROPY TO THE LONG-TERM PUBLIC GOOD OF THE VALLEY. 0 0 312960 242785 HEALTH: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT ENSURE HEALTH AND WELLNESS. 441829 334723 CIVIC VITALITY: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE CIVIC VITALITY. 294552 233270 EDUCATION: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROVIDE QUALITY EDUCATION. 791609 628035 ARTS AND CULTURE: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE ARTS AND CULTURE. EXPENSES $128,867 INCLUDING GRANTS OF $106,577.ECONOMIC SUCCESS: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE REGIONAL ECONOMIC SUCCESS. EXPENSES $184,095 INCLUDING GRANTS OF $141,266.YOUTH: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE HEALTHY YOUTH DEVELOPMENT. EXPENSES $257,733 INCLUDING GRANTS OF $204,190.BASIC NEEDS: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE BASIC HUMAN NEEDS. EXPENSES $147,276 INCLUDING GRANTS OF $116,247.ENVIRONMENT: GRANTS THAT SUPPORT PROGRAMS AND SERVICES THAT PROMOTE PROTECTION OF THE ENVIRONMENT. EXPENSES $73,638 INCLUDING GRANTS OF $59,755. 791609 628035 1840950 1 1 0 0 0 1 0 0 0 0 1 1 0 0 0 0 1 1 0 0 1 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 1 5 1 0 1 CJ JE 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X X X ANDREW F ALDEN 2037777061 70 AUDUBON STREET NEW HAVEN CT 06510 ALAN TYMA CHAIR 1.00 X X 0 0 0 LYNNE BASSETT PERRY VICE-CHAIR 1.00 X X 0 0 0 WILLIAM NIMONS TREASURER/DIRECTOR 1.00 X X 0 0 0 DON SMITH JR SECRETARY/DIRECTOR 1.00 X X 0 0 0 RAY OPPEL DIRECTOR 1.00 X 0 0 0 ROBERT LESKO DIRECTOR 1.00 X 0 0 0 JAMES RYAN DIRECTOR 1.00 X 0 0 0 DIANE STROMAN DIRECTOR 1.00 X 0 0 0 JENNIFER L MAGRI DIRECTOR 1.00 X 0 0 0 MARIANNE SMYTHE DIRECTOR 1.00 40.00 X 0 0 0 WILLIAM W GINSBERG DIRECTOR 1.00 40.00 X 0 336891 58495 FRED ORTOLI DIRECTOR 1.00 40.00 X 0 0 0 FRANK MICHAUD JR DIRECTOR 1.00 40.00 X 0 0 0 ANDREW F ALDEN CHIEF FINANCIAL OFFICER 10.00 40.00 X 0 286915 48691 SHARON L CLOSIUS PRESIDENT & CEO 40.00 X 145993 0 25814 145993 623806 133000 1 0 1 0 0 2011272 2011272 286597 286597 7509873 7041112 468761 468761 468761 2766630 0 0 755358 1438813 1438813 171807 103084 25771 42952 155865 93519 23380 38966 15635 9381 2345 3909 5108 3065 766 1277 22222 13333 3333 5556 14300 8580 2145 3575 126152 75691 18923 31538 9711 5826 1457 2428 3940 2364 591 985 29399 17639 4410 7350 496 298 74 124 38668 23201 5800 9667 17479 10487 2622 4370 7582 4549 1137 1896 MARKETING & ADVERTISING 30094 18056 4514 7524 EQUIPMENT RENTAL AND MA 14096 8458 2114 3524 DUES AND FEES 4592 2755 689 1148 POSTAGE AND SHIPPING 1604 962 241 401 1483 889 222 372 2109046 1840950 100534 167562 483107 357996 1200000 22729 4196 22755 192807 122713 82332 70094 14010444 17890949 5862526 6888760 21642605 25253283 7637 59687 276250 194250 283887 253937 X 21358718 24999346 21358718 24999346 21642605 25253283 657584 2983044 0 X X 0 1 X 1 0 X 1832370 1829036 1685694 3038552 2011272 10396924 1832370 1829036 1685694 3038552 2011272 10396924 1407877 8989047 1144945 536788 486606 258076 286597 2713012 13109936 0.68570 0.69480 X 68 136 208591 1802681 209032 1391860 10001009 14998338 1 1 192807 122713 70094 70094 ALTERNATIVE INVESTMENTS 6888760 F 6888760 4459602 2983044 2983044 1476558 140488 1149584 1290072 2766630 1793426 0 1793426 140488 175132 315620 2109046 PART XI, LINE 4B - OTHER ADJUSTMENTS: ORGANIZATION FUNDS ADJUSTMENT 1,149,584. PART XII, LINE 4B - OTHER ADJUSTMENTS: ORGANIZATION FUNDS ADJUSTMENT 175,132. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 9274330 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 46057 0 0 0 0 0 0 9320387 0 9320387 1 0 1 1 1 0 1 VARIOUS TAX-EXEMPT ORGANIZATIONS 1438813 FMV GENERAL PURPOSE PART I, LINE 2: GRANTS ARE MONITORED USING THE ON-LINE GIVEGREATER PLATFORM VIA ORGANIZATION PROFILES THAT ARE UPDATED ANNUALLY DIRECTLY BY THE ORGANIZATION, FORMAL ANNUAL/FINAL REPORTING QUESTIONS OR GRANT REMITTANCE FORMS. GRANTS ARE ALSO MONITORED THROUGH NARRATIVE REPORTS REQUIRED TO BE SUBMITTED BY THE GRANTEES. X X X X X 0 0 0 0 0 0 0 0 0 WILLIAM W GINSBERG DIRECTOR 0 336891 0 0 0 0 0 26951 0 31544 0 395386 0 0 ANDREW F ALDEN CHIEF FINANCIAL OFFICER 0 286915 0 0 0 0 0 22953 0 25738 0 335606 0 0 SHARON L CLOSIUS PRESIDENT & CEO 145993 0 0 0 0 0 11679 0 14135 0 171807 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 AND AUDITED FINANCIAL STATEMENTS ARE REVIEWED BY THE AUDIT COMMITTEE AND THE BOARD OF DIRECTORS BEFORE RELEASE AND SUBMISSION TO THE SERVICE AND THE GENERAL PUBLIC. FORM 990, PART VI, SECTION B, LINE 12C ALL STAFF AND BOARD MEMBERS MUST SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY TO UPDATE ANY EXISTING AFFILIATIONS. FORM 990, PART VI, SECTION B, LINE 15 A COMPENSATION ANALYSIS WAS PERFORMED BY AN OUTSIDE CONSULTING FIRM. THE ANALYSIS WAS ADOPTED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE CEO PERFORMANCE IS REVIEWED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE OR UPON REQUEST. GOVERNING DOCUMENTS AND THE COI POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED IN THE CURRENT YEAR. THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN 70 AUDUBON STREET NEW HAVEN CT 06510 066032106 TO CREATE POSITIVE AND SUSTAINABLE CHANGE IN GREATER NEW HAVEN CT 501(C)(3) LINE 8 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN C 1140406