2016-11-15T18:41:06-06:00 2016-06-30 271728945 PKF O'CONNOR DAVIES LLP 500 MAMARONECK AVENUE HARRISON NY 105281633 990 2015-07-01 061083893 FAIRFIELD COUNTY'S COMMUNITY FOUNDATION FAIR 2037503200 383 MAIN AVENUE NORWALK CT 06851 JOSEPH BAKER VP, FINANCE 2037503200 2016-11-15 1 GARRETT M HIGGINS P00543209 9143818900 2016-11-14 2015 2017-02-10 21:41:12Z JUANITA T JAMES 383 MAIN AVENUE NORWALK CT 06851 44219617 0 X WWW.FCCFOUNDATION.ORG X 1992 CT FAIRFIELD COUNTY'S COMMUNITY FOUNDATION, (THE "COMMUNITY FOUNDATION") PROMOTES PHILANTHROPY AS A MEANS TO CREATE CHANGE IN FAIRFIELD COUNTY, FOCUSING ON INNOVATIVE AND COLLABORATIVE SOLUTIONS TO CRITICAL ISSUES IMPACTING THE COMMUNITY. THE COMMUNITY FOUNDATION PROVIDES:-- PERSONALIZED PHILANTHROPIC ADVISORY SERVICES, GRANT SERVICES, AND FINANCIAL STEWARDSHIP TO FUNDHOLDERS -- COMMUNITY LEADERSHIP AND STRATEGIC, COLLABORATIVE INITIATIVES TO ADDRESS KEY REGIONAL ISSUES, SUCH AS OLDER YOUTH, WOMEN AND GIRLS, AFFORDABLE HOUSING, ECONOMIC OPPORTUNITY, AND OTHER AREAS-- 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. 27 27 38 150 8810 4454 19995452 14379340 44943 83940 12248052 6407737 -62189 35206 32226258 20906223 13538376 13353458 0 0 2566832 2754984 30900 0 762488 2967901 2840570 19104009 18949012 13122249 1957211 189251073 175494767 2177091 1664415 187073982 173830352 X THE FAIRFIELD COUNTY COMMUNITY FOUNDATION, IN PARTNERSHIP WITH FUNDHOLDERS AND DONORS, PROMOTES SMART PHILANTHROPY TO MAKE OUR COMMUNITIES HEALTHY, VIBRANT AND SUPPORTIVE TO ALL. WE SERVE AS A LEADER, ADVISOR AND CATALYST FOR EFFECTIVE PHILANTHROPY, CREATE AND MANAGE CHARITABLE FUNDS AND IDENTIFY AND RESPOND TO COMMUNITY NEEDS WITH STRATEGIC GRANTMAKING, PARTNERSHIPS AND INITIATIVES. 0 0 13242674 13242674 83940 GRANTS - THE ORGANIZATION AWARDED AND MADE GRANTS TO 501(C)(3)ORGANIZATIONS TO PROMOTE EDUCATION AND YOUTH DEVELOPMENT, COMMUNITY &ECONOMIC DEVELOPMENT, THE ARTS, HEALTH AND HUMAN SERVICES, THEENVIRONMENT, EMPOWER WOMEN AND GIRLS, AND NONPROFIT CAPACITY BUILDING.IN FISCAL YEAR 2016, THE ORGANIZATION AWARDED: 755 GRANTS FOR EDUCATIONAND YOUTH DEVELOPMENT TOTALING $6,096,983, 481 GRANTS FOR THATS INCREASE ECONOMIC OPPORTUNITY FOR COUNTY RESIDENTS TOTALING $4,572,352, 127 GRANTS FOR THE ARTS TOTALING $822,929, 82 GRANTS FOR ENVIRONMENT TOTALING $607,566, 21 GRANTS FOR WOMEN & GIRLS PROGRAMS TOTALING $488,000, 45 GRANTS FOR NONPROFIT CAPACITY BUILDING TOTALING $207,087 AND 94 GRANTS FOR OTHER PROGRAMS TOTALING $447,757. 1857078 110784 COMMUNITY LEADERSHIP - FCCF PROMOTES AND SUPPORTS COLLABORATIONS,PARTNERSHIPS AND INITIATIVES TO INCREASE FAMILY ECONOMIC SECURITY, HELPYOUNG PEOPLE BECOME SELF-SUFFICIENT, EMPOWER WOMEN AND GIRLS, PROTECT THE LOCAL ENVIRONMENT, AND SUPPORT THE VIBRANCY OF THE ARTS. FCCF 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. THE CENTER FOR NONPROFIT EXCELLENCE PROVIDED SERVICES TO 872 INDIVIDUALS REPRESENTING 377 NONPROFIT ORGANIZATIONS. WE SPONSORED 19 PROFESSIONAL DEVELOPMENT WORKSHOPS AND 12 ROUTABLE/NETWORKING EVENTS FOR NONPROFIT STAFF AND BOARD MEMBERS. WE ALSO CONDUCED 11 EXECUTIVE LEADERSHIP COACHING SESSIONS FOR LEADERS OF HIGH IMPACT ORGANIZATIONS AND OFFERED FINANCIL MANAGEMENT TRAINING. FCCF PROVIDES GRANTS SERVICES, RESEARCH AND EVALUATION - INCLUDING BACKGROUND RESEARCH ON ALL GRANT APPLICATIONS, IDENTIFICATION OF REGIONAL TRENDS IN THE NON-PROFIT SECTOR, CONDUCTING POST-GRANT MONITORING AND EVALUATION, AND RESEARCHING INTEREST AREAS FOR OUR DONOR-ADVISED FUNDHOLDERS. IN ADDITION, THE ORGANIZATION PRODUCES RESEARCH PAPERS ON TOPICS OF INTEREST TO DONORS, COMMUNITY LEADERS AND STATE & LOCAL POLICYMAKERS. 702594 FINANCIAL RESOURCE DEVELOPMENT - THE ORGANIZATION EDUCATES DONORS, AGENCIES AND THE COMMUNITY TO INCREASE LOCAL PHILANTHROPY TO PROVIDE A STRONG BASE OF SUPPORT FOR FAIRFIELD COUNTY NON-PROFIT ORGANIZATIONS NOW AND IN THE FUTURE. FCCF INITIATED FC GIVES, A COMMUNITY-WIDE DAY OF GIVING THAT RAISED $1,240,000 IN GIVING TO LOCAL CHARITIES. 15802346 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 29 0 38 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CT X X JOSEPH BAKER VP OF FINANCE 2037503200 C/O 383 MAIN AVENUE NORWALK CT 068511543 VICKI CRAVER BOARD VICE CHAIR 3.00 X X 0 0 0 GREG HARTCH BOARD TREASURER 4.00 X X 0 0 0 KATHARINE WELLING BOARD SECRETARY 2.00 X X 0 0 0 LIZANNE MEGRUE BOARD CHAIR 4.00 X X 0 0 0 JOHN BAILEY BOARD MEMBER 3.00 X 0 0 0 MAXWELL BONNIE BOARD MEMBER 2.00 X 0 0 0 BRIGGS L TOBIN BOARD MEMBER 1.00 X 0 0 0 ANNIE BURLEIGH BOARD MEMBER 3.00 X 0 0 0 BRANDON L CARDWELL BOARD MEMBER 2.00 X 0 0 0 ABELARDO S CURDUMI BOARD MEMBER 2.00 X 0 0 0 AMY DOWNER BOARD MEMBER 3.00 X 0 0 0 BOB EYDT BOARD MEMBER 3.00 X 0 0 0 CLAYTON H FOWLER BOARD MEMBER 2.00 X 0 0 0 BRUNCE WINNINGHAM BOARD MEMBER 2.00 X 0 0 0 JOHN FREEMAN BOARD MEMBER 0.50 X 0 0 0 MITCHELLE KAY GARVEY BOARD MEMBER 2.00 X 0 0 0 STEVEN GOLDSTEIN BOARD MEMBER 2.00 X 0 0 0 DAVID L LEVINSON PHD BOARD MEMBER 2.00 X 0 0 0 GERALD M FOX BOARD MEMBER 1.00 X 0 0 0 DON KENDALL JR BOARD MEMBER 2.00 X 0 0 0 MAYA LOUISE TICHIO BOARD MEMBER 2.00 X 0 0 0 JACQUELINE MILLAN BOARD MEMBER 3.00 X 0 0 0 JONATHAN MOFFLY BOARD MEMBER 2.00 X 0 0 0 ELISABETH MORTEN BOARD MEMBER 2.00 X 0 0 0 MARTHA OLSON BOARD MEMBER 3.00 X 0 0 0 M SUZETTE RECINOS BOARD MEMBER 1.00 X 0 0 0 EILEEN SWERDLICK BOARD MEMBER 3.00 X 0 0 0 STEVEN WOLFF BOARD MEMBER THRU JULY 2015 2.00 X 0 0 0 JUANITA JAMES PRESIDENT AND CEO 55.00 X 264392 0 22156 JOSEPH BAKER VP, FINANCE AND ADMINISTRATION 55.00 X 121851 0 16893 FIONA HODGSON VP, DEVELOPMENT & MARKETING 55.00 X 201253 0 11210 KAREN BROWN VP, INNOVATION & STRATEGIC 55.00 X 162592 0 21543 SUZANNE PETERS VP, FUND FOR WOMEN & GIRLS 55.00 X 113278 0 20103 NANCY VON EULER PROG. DIRECTOR FOR HHS & EO 55.00 X 108899 0 6238 972265 0 98143 6 0 1 0 NEPC LLC 255 STATE STREET BOSTON MA 02109 INVESTMENT ADVISOR 225695 SILCHESTER INTERNATIONAL INVESTORS 780 THURD AVENUE 42ND FLOOR NEW YORK NY 10017 INVESTMENT MANAGEMENT SERVICES 195124 DISCOVERY GLOBAL 100-5900 HUNRONTARIO STREET MISSISSAUGA ONTARIO CA INVESTMENT MANAGEMENT SERVICES 170912 DOT THINK DESIGN 29 PARKWAY DRIVE STRATFORD CT 06614 MARKETING CONSULTANT 115464 NEUBERGER BERMAN 605 THIRD AVENUE NEW YORK NY 10158 INVESTMENT MANAGEMENT SERVICES 113957 5 441739 13937601 945764 14379340 WORKSHOP INCOME AND SYMPOSIUM FEE 900099 83940 83940 83940 1730322 -2587 1732909 6522 0 6522 6522 6522 27845895 23168480 4677415 4677415 11397 4666018 173198 441739 144914 28284 28284 OTHER INCOME 900099 400 400 400 20906223 83940 8810 6434133 12628898 12628898 724560 724560 421088 188886 181853 50349 1914254 1128919 430586 354749 92899 54848 20806 17245 160434 97715 32044 30675 166309 94464 42741 29104 71850 71850 1240791 1240791 459666 289714 130843 39109 60503 34275 3255 22973 120525 74737 28243 17545 169576 96319 43581 29676 378033 214723 97154 66156 12895 7324 3314 2257 141080 80133 36258 24689 4135 2348 1063 724 10907 2052 8223 632 EVENT EXPENSE 126151 57020 242 68889 PROGRAM INITIATIVE EXPE 21692 12321 5575 3796 MISCELLANEOUS 15965 9068 4103 2794 REPAIRS & MAINTENANCE 6801 4022 1653 1126 18949012 15802346 2384178 762488 241121 383747 6377546 10930675 2173872 63887 146670 163409 123070 110562 9743 12508 65627560 59231040 114582872 104677339 91689 32162 189251073 175494767 170594 333641 1901777 1252545 104720 78229 2177091 1664415 X 5043820 3715448 182030162 170114904 187073982 173830352 189251073 175494767 X 1957211 -15244425 43584 X X 0 1 X 1 0 X 17403480 11909531 14619662 19995952 14379340 78307965 17403480 11909531 14619662 19995952 14379340 78307965 9109174 69198791 2298897 2555771 2410204 1675240 1736844 10676956 4091 2663 9008 15762 40315 20151 22580 309 400 83755 89084438 373476 0.77680 0.64030 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2011 AMOUNT: $ 40,315. 2012 AMOUNT: $ 20,151. 2013 AMOUNT: $ 22,580. 2014 AMOUNT: $ 309. 2015 AMOUNT: $ 400. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1283 1283 18185241 18186524 1000000 250000 0 0 1000000 942367 1000000 1000000 3942367 5913551 1283 1283 250000 235592 250000 250000 985592 1478388 FORM 990, SCHEDULE C, PART II-A THE FOUNDATION HAS MADE AN ELECTION UNDER 501(H). DURING FISCAL YEAR 2016 THE FOUNDATION EXPENDED $1,283 ON DIRECT LOBBYING EFFORTS DIRECTED THROUGH THE "FOUNDATIONS ON THE HILL" CONFERENCE. 195 9012136 7345205 68797680 1 1 185287196 12496533 -8984946 13353458 4272956 171172369 177956551 16185159 5133848 13538376 449986 185287196 155723154 13267475 22593760 11441996 2185842 177956551 146321147 10890596 19137911 18562518 2063982 155723154 151341376 17326533 -3188253 16652521 2505988 146321147 0.00130 0.00000 0.99870 1 0 123070 110562 12508 12508 LIMITED TRUST PARTNERSHIPS 76994339 F SILCHESTER INTERNATIONAL VALUE 19102733 F DISCOVERY GLOBAL OPPORTUNITIES 8580267 F 104677339 LIABILITY UNDER SPLIT-INTEREST AGREEMENTS 3286 DEFERRED RENT 74943 78229 X 5173651 -15244425 764644 -14479781 19653432 1240791 12000 1252791 20906223 17443805 144913 144913 17298892 1240791 409329 1650120 18949012 PART V, LINE 4: THE COMMUNITY FOUNDATION'S ENDOWMENT CONSISTS OF 579 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. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED FUNDS 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 2013. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON PART VIII, LINE 8B: 144,913. AGENCY FUNDS-EARNING 531,978. AGENCY FUNDS-OTHER EXPENSES 87,193. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 560. PART XI, LINE 4B - OTHER ADJUSTMENTS: AGENCY FUNDS-CONTRIBUTIONS 12,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON PART VIII, LINE 8B: 144,913. PART XII, LINE 4B - OTHER ADJUSTMENTS: AGENCY FUNDS-GRANTS MADE 366,305. FORFEITED SCHOLARSHIPS 43,024. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 57485873 0 0 0 0 0 0 57485873 0 57485873 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 FORMS 5471 OR FORM 8621 BECAUSE IT DOES NOT MEET THE APPLICABLE THRESHOLD 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. FUN FOR WOMEN AND GIRLS 446827 394825 52002 43775 44844 23030 MARY'S GOLF 121185 32939 88246 12400 9312 195 1 46925 13975 32950 11358 614937 441739 173198 67533 54156 23225 144914 28284 1 ABCD INC 1070 PARK AVENUE BRIDGEPORT CT 06604 060797841 501(C)(3) 22363 FOR GENERAL SUPPORT. ACADEMY FOR TEACHERS 10 WEST 90TH ST NEW YORK NY 10024 454681404 501(C)(3) 5000 FOR GENERAL SUPPORT. ACHIEVEMENT FIRST 403 JAMES STREET NEW HAVEN CT 06513 651203744 501(C)(3) 222228 FOR GENERAL SUPPORT. ALS ASSOCIATION - CT CHAPTER 4 OXFORD ROAD UNIT E-4 MILFORD CT 06460 043417472 501(C)(3) 5000 FOR FUNDING OF THE WALK EVENT ALS WORLDWIDE 5808 DAWLEY DRIVE FITCHBURG WI 53711 263632267 501(C)(3) 10000 FOR GENERAL SUPPORT. ALZHEIMER'S ASSOCIATION 225 NORTH MICHIGAN AVENUE 17TH FLOOR CHICAGO IL 60601 133039601 501(C)(3) 5000 FOR GENERAL SUPPORT. AMERICAN CANCER SOCIETY SOUTHERN NEW ENGLAND REGION 38 RICHARDS AVENUE NORWALK CT 06854 131788491 501(C)(3) 46664 FOR GENERAL SUPPORT. AMERICAN MUSEUM OF NATURAL HISTORY CENTRAL PARK WEST AT 79TH STREET NEW YORK NY 10024 136162659 501(C)(3) 12000 FOR GENERAL SUPPORT. AMERICARES FOUNDATION INC 88 HAMILTON AVENUE STAMFORD CT 06902 061008595 501(C)(3) 231000 FOR GENERAL SUPPORT. ANDREW SHAW MEMORIAL TRUST AND SCOUT CABIN PO BOX 2315 DARIEN CT 06820 066444446 501(C)(3) 6027 FOR GENERAL SUPPORT. ANN'S PLACE INC 80 SAW MILL ROAD DANBURY CT 06810 223181832 501(C)(3) 18230 FOR GENERAL SUPPORT. ARCHIPELAGO INC PO BOX 112016 STAMFORD CT 06902 203800166 501(C)(3) 23020 FOR GENERAL SUPPORT. ARI OF CONNECTICUT INC 174 RICHMOND HILL AVENUE STAMFORD CT 06902 060712017 501(C)(3) 11500 FOR GENERAL SUPPORT. ARTS FOR HEALING 24 GROVE STREET NEW CANAAN CT 06840 061595505 501(C)(3) 5000 FOR GENERAL SUPPORT. AT HOME IN DARIEN INC 2 RENSHAW ROAD DARIEN CT 06820 272250386 501(C)(3) 15500 FOR GENERAL SUPPORT. ATLANTIC SALMON FEDERATION PO BOX 807 CALAIS ME 04619 132618801 501(C)(3) 7500 FOR GENERAL SUPPORT. AUDUBON CONNECTICUT 613 RIVERSVILLE ROAD GREENWICH CT 06831 131624102 501(C)(3) 59000 FOR GENERAL SUPPORT. BACKCOUNTRY JAZZ 15 EAST PUTNAM AVENUE 397 GREENWICH CT 06830 208523846 501(C)(3) 20500 FOR MUSIC EDUCATION INITIATIVE, BRIDGEPORT. BALLET SCHOOL OF STAMFORD INC 175 ATLANTIC STREET STAMFORD CT 06901 061517402 501(C)(3) 20000 FOR GENERAL SUPPORT. BARTLETT ARBORETUM AND GARDENS 151 BROOKDALE ROAD STAMFORD CT 06903 066079591 501(C)(3) 10000 FOR GENERAL SUPPORT. BECKET ATHENAEUM 3367 MAIN STREET BECKET MA 01223 043458519 501(C)(3) 8000 FOR SUMMER 2016 CAMP SCHOLARSHIP FUNDING. BEST BUDDIES CONNECTICUT ONE LONG WHARF DRIVE 302 NEW HAVEN CT 06511 521614576 501(C)(3) 15000 FOR FAIRFIELD COUNTY MIDDLE AND HIGH SCHOOL PROJECT BIBLIO CHARITABLE WORKS INC 78 1/2 PATTON AVENUE ASHEVILLE NC 28801 203349067 501(C)(3) 12800 FOR GENERAL SUPPORT BLOSSOM HILL FOUNDATION 33 SOUNDVIEW LANE NEW CANAAN CT 06840 264094865 501(C)(3) 11000 FOR GENERAL SUPPORT BOTTOM LINE - NEW YORK 44 COURT STREET STE 300 BROOKLYN NY 11201 043351427 501(C)(3) 8100 FOR GENERAL SUPPORT BOY SCOUTS OF AMERICA CONNECTICUT YANKEE COUNCIL 60 WELLINGTON ROAD MILFORD CT 06460 060646793 501(C)(3) 15000 FOR GENERAL SUPPORT. BOYS & GIRLS CLUB OF GREENWICH 4 HORSENECK LANE GREENWICH CT 06830 060646655 501(C)(3) 35000 FOR THE ANNUAL APPEAL BOYS AND GIRLS CLUB OF HAWAII 345 QUEEN STREET SUITE 900 HONOLULU HI 96813 996005407 501(C)(3) 27500 FOR GENERAL SUPPORT. BRADY CENTER TO PREVENT GUN VIOLENCE 840 FIRST STREET NE SUITE 400 WASHINGTON DC 20002 521285097 501(C)(3) 10500 FOR GENERAL SUPPORT. BRAVO VAIL MUSIC FESTIVAL 2271 N FRONTAGE RD W SUITE C VAIL CO 81657 841389134 501(C)(3) 5000 FOR GENERAL SUPPORT. BREAST CANCER ALLIANCE 48 MAPLE AVENUE GREENWICH CT 06830 061453500 501(C)(3) 28200 FOR MEDICAL RESEARCH AND EDUCATION BRIDGEPORT CARIBE YOUTH LEAGUE 1067 PARK AVENUE BRIDGEPORT CT 06604 200421577 501(C)(3) 20000 FOR YOUTH ATHLETIC AND ENRICHMENT PROGRAM BRIDGEPORT CHILD ADVOCACY COALITION 2470 FAIRFIELD AVE C/O BURROUGHS CC BRIDGEPORT CT 06605 550823238 501(C)(3) 113544 FOR GENERAL SUPPORT. BRIDGEPORT HOSPITAL FOUNDATION 267 GRANT ST BRIDGEPORT CT 06610 222908698 501(C)(3) 88900 FOR YOUTH ATHLETIC AND ENRICHMENT PROGRAM BRIDGEPORT NEIGHBORHOOD TRUST INC 570 STATE STREET BRIDGEPORT CT 06604 222809353 501(C)(3) 33500 FOR GENERAL SUPPORT. BRIDGEPORT PUBLIC EDUCATION FUND 446 UNIVERSITY AVENUE BRIDGEPORT CT 06604 061379383 501(C)(3) 13741 FOR GENERAL SUPPORT. BRIDGEPORT PUBLIC SCHOOLS 45 LYON TERRACE BRIDGEPORT CT 06604 066001865 501(C)(3) 9400 FOR GENERAL SUPPORT. BRIDGEPORT REGIONAL BUSINESS COUNCIL 10 MIDDLE STREET BRIDGEPORT CT 06601 060271980 501(C)(3) 15000 FOR CREATIVE PLACEMAKING AT HISTORIC MCLEVY GREEN BRIDGEPORT RESCUE MISSION 1088 FAIRFIELD AVENUE BRIDGEPORT CT 06605 061362705 501(C)(3) 11500 FOR GENERAL SUPPORT. BUSINESS COUNCIL OF FAIRFIELD COUNTY ONE LANDMARK SQUARE SUITE 300 STAMFORD CT 06901 060986055 501(C)(3) 30000 FOR GENERAL SUPPORT. CAMP TLCJOEY DIPAOLO AIDS FOUNDATION 812 N MARTELL AVENUE APT 1 LOS ANGELES CA 90046 223453810 501(C)(3) 25000 FOR GENERAL SUPPORT. CAPE ELEUTHERA FOUNDATION 89 SOUTH STREET STE 203 BOSTON MA 02111 311591503 501(C)(3) 5500 FOR GENERAL SUPPORT. CARAMOOR CENTER FOR MUSIC AND THE ARTS 149 GIRDLE RIDGE ROAD BOX 816 KATONAH NY 10536 135643627 501(C)(3) 5000 FOR GENERAL SUPPORT. CARDINAL SHEHAN CENTER 1494 MAIN STREET BRIDGEPORT CT 06604 061101081 501(C)(3) 5846 FOR GENERAL SUPPORT. CAROLINE HOUSE 574 STILLMAN STREET BRIDGEPORT CT 06608 061455101 501(C)(3) 12000 FOR SUPPORT THE MOTHER & CHILD LITERACY PROGRAM CARVER FOUNDATION 7 ACADEMY STREET NORWALK CT 06850 060862072 501(C)(3) 49000 FOR FRESHMAN SUMMER SUCCESS ACADEMY AND YOUTH DEVELOPMENT CATHOLIC CHARITIES OF FAIRFIELD COUNTY 238 JEWETT AVENUE BRIDGEPORT CT 06606 060653053 501(C)(3) 17000 FOR GENERAL SUPPORT. CAYUGA MEDICAL CENTER FOUNDATION 101 DATES DRIVE ITHACA NY 14850 161072414 501(C)(3) 10000 FOR GENERAL SUPPORT. CENTER FOR CHILDREN'S ADVOCACY INC 65 ELIZABETH STREET HARTFORD CT 06105 061489575 501(C)(3) 15000 FOR GENERAL SUPPORT. CENTER FOR REPRODUCTIVE RIGHTS 120 WALL STREET 14TH FLOOR NEW YORK NY 10005 133669731 501(C)(3) 20000 FOR GENERAL SUPPORT. CF LEADS 1055 BROADWAY SUITE 130 KANSAS CITY MO 64105 431645180 501(C)(3) 5000 FOR 2016 MEMBERSHIP CONTRIBUTION CHARITY WATER 40 WORTH STREET STE 330 NEW YORK NY 10013 223936753 501(C)(3) 6500 FOR INSTALLATION OF CLEAN WATER SYSTEM IN CAMBODIA CHARTER OAK CULTURAL CENTER 21 CHARTER OAK AVENUE HARTFORD CT 06106 061026597 501(C)(3) 22000 FOR GENERAL SUPPORT. CHELSEA PIERS SCHOLARSHIP FUND PIER 62 THE FIELD HOUSE NEW YORK CT 10011 133998842 501(C)(3) 7500 FOR AUGUST 2016 GIRLS LEADERSHIP CAMP CHILD ADVOCATES OF CONNECTICUT 383 MAIN AVENUE SUITE 409 NORWALK CT 06851 272518861 501(C)(3) 15000 FOR GENERAL SUPPORT. CHILD GUIDANCE CENTER OF SOUTHERN CT INC 196 GREYROCK PLACE STAMFORD CT 06951 060712058 501(C)(3) 115750 FOR SUPPORT THE CHILD & FAMILY THERAPY PROGRAM. CHILD HEALTH AND DEVELOPMENT INSTITUTE OF CT 270 FARMINGTON AVENUE SUITE 367 FARMINGTON CT 06032 061504725 501(C)(3) 9000 FOR GENERAL SUPPORT. CHILDCARE LEARNING CENTERS INC 64 PALMERS HILL ROAD STAMFORD CT 06902 060665191 501(C)(3) 130706 FOR SUPPORT THE VITA CO-EDUCATORS CHILDREN'S RESCUE MISSION 3 PAPP STREET NORWALK CT 06854 061532209 501(C)(3) 6000 FOR GENERAL SUPPORT. CHRIST CHURCH GREENWICH 254 E PUTNAM AVENUE GREENWICH CT 06830 060653266 501(C)(3) 10000 FOR THE CAPITAL CAMPAIGN. CICATRICIAL ALOPECIA RESEARCH FDN 303 WEST STATE STREET GENEVA IL 60134 202049037 501(C)(3) 5000 FOR GENERAL SUPPORT. CITY LAX INC 65 WEST 89TH STREET NEW YORK NY 10024 204531166 501(C)(3) 5000 FOR GENERAL SUPPORT. CITY LIGHTS AND COMPANY 37 MARKLE COURT BRIDGEPORT CT 06604 205462244 501(C)(3) 15000 FOR GENERAL SUPPORT. CITY OF NORWALK 125 EAST AVENUE NORWALK CT 06851 066011881 501(C)(3) 30000 FOR MAYOR'S SUMMER YOUTH EMPLOYMENT PROGRAM CITY SQUASH INC PO BOX 619 FORDHAM STATION BRONX NY 10458 421535583 501(C)(3) 60100 FOR GENERAL SUPPORT. CITYCENTER DANBURY 186 MAIN STREET DANBURY CT 06810 061033623 501(C)(4) 34000 FOR THE DANBURY FARMERS MARKET COLLABORATIVE. COLGATE UNIVERSITY 13 OAK DRIVE ATTN FINANCIAL AID OFFICE HAMILTON NY 13346 150532078 501(C)(3) 5000 FOR GENERAL SUPPORT. COLLEGE SUMMIT INC 1763 COLUMBIA ROAD NW 2ND FL WASHINGTON DC 20009 522007028 501(C)(3) 10000 FOR GENERAL SUPPORT. COLONIAL WILLIAMSBURG FOUNDATION FUND POST OFFICE BOX 1776 WILLIAMSBURG VA 23187 540505888 501(C)(3) 5000 FOR GENERAL SUPPORT. COMMUNITY CENTERS INC 61 EAST PUTNAM AVENUE GREENWICH CT 06830 060703570 501(C)(3) 10000 FOR GENERAL SUPPORT. COMMUNITY FOUNDATION OF GREATER CHATTANOOGA 1270 MARKET ST CHATTANOOGA TN 37402 626045999 501(C)(3) 10000 FOR GENERAL SUPPORT. COMMUNITY FUND OF DARIEN 701 POST ROAD PO BOX 926 DARIEN CT 06820 060737286 501(C)(3) 51000 FOR GENERAL SUPPORT. COMPREHENSIVE DEVELOPMENT INC 240 SECOND AVENUE NEW YORK NY 10003 133861648 501(C)(3) 5000 FOR GENERAL SUPPORT. 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YOUNG MARINERS FOUNDATION MERGED WITH SOUNDWATERS 68 SOUTHFIELD AVENUE SUITE 100 STAMFORD CT 06902 061427077 501(C)(3) 10000 FOR BLUE WATER BOUND SUMMER CAMP YWCA OF GREENWICH 259 E PUTNAM AVENUE GREENWICH CT 06830 060646992 501(C)(3) 57295 FOR THE 2015 SPIRIT OF GREENWICH AWARDS. 381 1 SCHOLARSHIPS TO RESIDENTS OF FAIRFIELD COUNTY FOR POST-SECONDARY EDUCATION IN A 2 OR 4 YEAR ACCREDITED INSTITUTION 143 724560 PART I, LINE 2: ORGANIZATIONS THAT ARE AWARDED COMPETITIVE GRANTS BY FCCF MUST SUBMIT SEMI-ANNUAL REPORTING 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. TYPICALLY, THE FOUNDATION ISSUES THE CHECK DIRECTLY TO THE SCHOOL IN ORDER TO ENSURE THAT THE CHECK IS USED FOR QUALIFIED EDUCATION-RELATED EXPENSES. HOWEVER, INFREQUENTLY, THE FOUNDATION ISSUES A CHECK DIRECTLY TO THE STUDENT. THE FOUNDATION REQUIRES THE INDIVIDUAL TO SIGN A W-9 FORM AND AN ATTESTATION FORM IN AGREEMENT/UNDERSTANDING THAT THE SCHOLARSHIP AWARD IS STRICTLY FOR TUITION AND EDUCATION RELATED EXPENSES. X X X 0 0 0 0 0 0 0 0 0 JUANITA JAMES PRESIDENT AND CEO 264392 0 0 0 0 0 13220 0 8936 0 286548 0 0 0 FIONA HODGSON VP, DEVELOPMENT & MARKETING 201253 0 0 0 0 0 10063 0 1147 0 212463 0 0 0 KAREN BROWN VP, INNOVATION & STRATEGIC 162592 0 0 0 0 0 8130 0 13413 0 184135 0 0 0 X 26 945764 FMV, DATE OF DEPOSIT 0 0 1 0 PART I, COLUMN (B): COLUMN (B) REPORTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11 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. A REDACTED COPY OF THE RETURN WITH THE DONOR NAMES REMOVED IS PROVIDED TO THE BOARD. 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 VP OF FINANCE 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 DETERMINTED 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 COMPENSATON ANNUALLY FOR THE CEO, THE FINANCIAL OFFICER 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 OFFICERS AND 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 DECISION IS THEN PRESENTED TO THE BOARD OF DIRECTORS AT A REGULARLY SCHEDULED MEETING FOR APPROVAL. COMPENSATION FOR THE CEO, VP, FINANCE, VP, PROGRAMS AND VP, DEVELOPMENT AND MARKETING WERE LAST REVIEWED AND APPROVED DURING 2014. FORM 990, PART VI, SECTION C, LINE 19 FAIRFIELD COUNTY 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, THE ORGANIZATIONS WEBSITE AND A LINK TO GUIDESTAR.ORG IS POSTED ON THEIR OWN WEBSITE. IN ADDITION, THE FORM 990, THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE FOR INSPECTION AT THE FOUNDATION'S OFFICES AND COPIES ARE AVAILABLE UPON WRITTEN REQUEST AT 383 MAIN AVENUE, NORWALK, CT 06851-1543 OR BY CALLING THE ORGANIZATION DIRECTLY AT 203-750-3200. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 560. RETURN GRANTS 43,024. PART XII, LINE 2C EXPLANATION: THE FOUNDATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.