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Nonprofiteer
← THE GREENWICH HOSPITAL ENDOWMENT FUND

Form 990 for tax year 2023

Filed by THE GREENWICH HOSPITAL ENDOWMENT FUND.

Totals

Total revenue
$10,747,239
Total expenses
$11,615,998
Contributions and grants received
$5,662,748
Grants paid
$11,225,000
Program service revenue
$0
Investment income
$5,181,756
Other revenue
-$97,265
Total assets, end of year
$138,283,143
Total liabilities, end of year
$2,500,000
Net assets or fund balances, end of year
$135,783,143
Program services expenses (Part IX)
$11,225,000
Management and general expenses
$390,998
Fundraising expenses
$0
Program service expenses (Part III)
$11,225,000

Program services were 96.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $5,662,748

  • 3 · Investment income

    total $1,166,979 · excluded $1,166,979

  • 7a · Gross sales of assets other than inventory

    securities $44,054,416 · other assets $5,528,600

  • 7b · Less cost or other basis and sales expenses

    securities $43,149,198 · other assets $2,419,041

  • 7c · Gain or loss

    securities $905,218 · other assets $3,109,559

  • 7d · Net gain or loss

    total $4,014,777 · excluded $4,014,777

  • 11a · Other revenue: INCOME FROM PARTNERSHIP INVESTMEN

    total -$97,265 · unrelated business -$97,265

  • 11e · Other revenue, total

    -$97,265

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $11,225,000 · program services $11,225,000

  • 11c · Fees: accounting

    total $90,601 · management and general $90,601

  • 11f · Fees: investment management

    total $229,882 · management and general $229,882

  • 11g · Fees: other

    total $69,965 · management and general $69,965

  • 24a · Other expenses: TAXES

    total $550 · management and general $550

Balance sheet

Part X, book values.

  • 3 · Pledges and grants receivable

    beginning of year $1,776,511 · end of year $3,429,258

  • 11 · Investments: publicly traded securities

    beginning of year $19,997,250 · end of year $22,991,698

  • 12 · Investments: other securities

    beginning of year $94,639,406 · end of year $111,862,187

  • 25 · Other liabilities

    beginning of year $0 · end of year $2,500,000

  • 27 · Net assets without donor restrictions

    beginning of year $81,266,949 · end of year $91,087,147

  • 28 · Net assets with donor restrictions

    beginning of year $35,146,218 · end of year $44,695,996

Mission and programs · 2023

Mission

SUPPORTING ORGANIZATION OF GREENWICH HOSPITAL

Activities or mission (Part I)

TO SOLICIT, RECEIVE, MAINTAIN, HOLD, MANAGE AND ADMINISTER ENDOWMENT FUNDS OF GREENWICH HOSPITAL.

  • THE GREENWICH HOSPITAL ENDOWMENT'S FUNCTION IS TO SOLICIT, RECEIVE, MAINTAIN, HOLD, AND MANAGE AND ADMINISTER FUNDS, INCLUDING, WITHOUT LIMITATION, ENDOWMENT FUNDS OF GREENWICH HOSPITAL.

    Expenses $11,225,000 · Grants $11,225,000

As filed on the 2023 return.

Listed in Part VII

  • PETER DAPUZZO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HANNAH STRASSER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GREG MARTINEZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANNE JUGE

    TRUSTEE, TREASURER & SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • ARTHUR MARTINEZ

    TRUSTEE, PRESIDENT & CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL ANGELINI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROB BERKLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • GREENWICH HOSPITAL

    501(C)(3) · HEALTHCARE SERVICES · CT

    Directly controlled by YALE NEW HAVEN HEALTH SERVICES CORP

Provenance

Return type
form_990
Tax year
2023
Filed
15 July 2025
IRS schema version
2023v6.0
Source object
202512269349302551

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