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← JEWISH COMMUNITY FOUNDATION OF GREATER HARTFORD INC

Form 990 for tax year 2024

Filed by JEWISH COMMUNITY FOUNDATION OF GREATER HARTFORD INC.

Totals

Total revenue
$17,161,117
Total expenses
$8,856,186
Contributions and grants received
$9,838,766
Grants paid
$6,845,204
Program service revenue
$289,591
Investment income
$7,032,760
Other revenue
$0
Total assets, end of year
$192,143,216
Total liabilities, end of year
$27,507,721
Net assets or fund balances, end of year
$164,635,495
Program services expenses (Part IX)
$7,653,317
Management and general expenses
$734,914
Fundraising expenses
$467,955
Program service expenses (Part III)
$7,653,317

Program services were 86.4% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $9,838,766

  • 1g · Noncash contributions included above

    $6,993,138

  • 2a · Program service revenue: Administrative fees from agency accounts

    total $289,591 · related or exempt $289,591 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $2,382,093 · related or exempt $0 · unrelated business $0 · excluded $2,382,093

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $10,924,005 · other assets $0

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

    securities $6,273,338 · other assets $0

  • 7c · Gain or loss

    securities $4,650,667 · other assets $0

  • 7d · Net gain or loss

    total $4,650,667 · related or exempt $0 · unrelated business $0 · excluded $4,650,667

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,658,204 · program services $6,658,204

  • 2 · Grants to domestic individuals

    total $184,000 · program services $184,000

  • 3 · Grants to foreign organizations and individuals

    total $3,000 · program services $3,000

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $364,762 · program services $181,607 · management and general $131,202 · fundraising $51,953

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $777,309 · program services $303,352 · management and general $217,057 · fundraising $256,900

  • 8 · Pension plan contributions

    total $23,471 · program services $10,887 · management and general $6,014 · fundraising $6,570

  • 9 · Other employee benefits

    total $71,984 · program services $29,180 · management and general $25,592 · fundraising $17,212

  • 10 · Payroll taxes

    total $81,763 · program services $34,795 · management and general $24,538 · fundraising $22,430

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $10,200 · program services $0 · management and general $10,200 · fundraising $0

  • 11c · Fees: accounting

    total $47,182 · program services $0 · management and general $47,182 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $174,532 · program services $104,719 · management and general $69,813

  • 11g · Fees: other

    total $56,450 · program services $6,675 · management and general $43,100 · fundraising $6,675

  • 12 · Advertising and promotion

    total $17,054 · program services $7,674 · management and general $0 · fundraising $9,380

  • 13 · Office expenses

    total $68,092 · program services $28,977 · management and general $20,437 · fundraising $18,678

  • 14 · Information technology

    total $80,113 · program services $34,093 · management and general $24,043 · fundraising $21,977

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $54,109 · program services $0 · management and general $54,109 · fundraising $0

  • 17 · Travel

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $13,607 · program services $4,082 · management and general $4,082 · fundraising $5,443

  • 20 · Interest

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $29,956 · program services $0 · management and general $29,956 · fundraising $0

  • 24a · Other expenses: Professional membership fees

    total $2,182 · program services $982 · management and general $982 · fundraising $218

  • 24b · Other expenses: Marketing and donor outreach

    total $138,216 · program services $61,090 · management and general $26,607 · fundraising $50,519

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $6,348,639 · end of year $5,380,664

  • 3 · Pledges and grants receivable

    beginning of year $201,165 · end of year $61,524

  • 4 · Accounts receivable

    beginning of year $33,041 · end of year $30,532

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $54,303

  • 10b · Land, buildings and equipment: accumulated depreciation

    $54,303

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $143,232,317 · end of year $164,746,106

  • 12 · Investments: other securities

    beginning of year $22,416,630 · end of year $21,614,703

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $307,598 · end of year $309,687

  • 17 · Accounts payable and accrued expenses

    beginning of year $46,306 · end of year $29,725

  • 18 · Grants payable

    beginning of year $577,482 · end of year $611,986

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $25,592,932 · end of year $26,448,106

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $306,307 · end of year $417,904

  • 27 · Net assets without donor restrictions

    beginning of year $145,817,466 · end of year $164,311,579

  • 28 · Net assets with donor restrictions

    beginning of year $198,897 · end of year $323,916

Mission and programs · 2024

Mission

The Jewish Community Foundation of Greater Hartford unlocks the transformative power of individuals and collective philanthropy to address problems, strengthen community organizations,and provide permanent support for the Jewish Community of Greater Hartford.

Activities or mission (Part I)

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.

  • Community Building. 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.

    Expenses $2,214,549 · Grants $2,214,549

  • Human Services and Health. 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, Sophie's Hope Foundation, Connecticut Children's Foundation, and the Jewish Association for Community Living.

    Expenses $1,402,898 · Grants $1,402,898

  • Education. 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, New England Jewish Academy, Loomis Chafee School, and the University of Connecticut Foundation.

    Expenses $1,264,592 · Grants $1,264,592

  • See Schedule O, Statement 1 Other Programs and Services (Expenses: $2,771,275 including grants of $1,963,163) 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.

    Expenses $2,771,278 · Grants $1,963,163 · Revenue $289,591

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Laura Whitney

    Chief Financial Officer

    Total calculated
    $197,034
    From this org
    $181,209
    From related orgs
    $0
    Other
    $15,825
    Hours/week
    36

    Schedule J breakdown matched by us

    Base
    $183,062
    Bonus
    $0
    Other
    $1,267
    Deferred
    $0
    Nontaxable benefits
    $12,705
    Filer's total
    $197,034

  • Michael Elfenbaum

    Vice President Community Engagement

    Total calculated
    $155,971
    From this org
    $148,975
    From related orgs
    $0
    Other
    $6,996
    Hours/week
    36

    Schedule J breakdown matched by us

    Base
    $147,921
    Bonus
    $0
    Other
    $1,267
    Deferred
    $5,917
    Nontaxable benefits
    $868
    Filer's total
    $155,973

  • Susan Lotreck

    Vice President Operations

    Total calculated
    $150,032
    From this org
    $143,293
    From related orgs
    $0
    Other
    $6,739
    Hours/week
    36

    Schedule J breakdown matched by us

    Base
    $142,467
    Bonus
    $0
    Other
    $827
    Deferred
    $5,698
    Nontaxable benefits
    $1,040
    Filer's total
    $150,032

  • Jacob A Schreiber

    President and CEO (End 1/16/24)

    Total calculated
    $123,769
    From this org
    $123,666
    From related orgs
    $0
    Other
    $103
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $10,313
    Bonus
    $0
    Other
    $113,353
    Deferred
    $0
    Nontaxable benefits
    $103
    Filer's total
    $123,769

  • Walter Harrison

    Interim President and CEO

    Total calculated
    $123,073
    From this org
    $123,073
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • Gayle Temkin

    Chair

    Total calculated
    $0
    Hours/week
    4

  • Gerald B Goldberg

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Elysa Graber-Lipperman

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Jill Dulitsky

    Trustee, ex officio

    Total calculated
    $0
    Hours/week
    1

  • Joshua Feldman

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jessica Fish

    Trustee (End 11/14/24)

    Total calculated
    $0
    Hours/week
    1

  • Ethan Goldman

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Joshua Gottfried

    Trustee (Begin 11/14/24)

    Total calculated
    $0
    Hours/week
    1

  • I Bradley Hoffman

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Naomi Kleinman

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Neil Kochen

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Pia Rosenberg Toro

    Trustee (Begin 11/14/24)

    Total calculated
    $0
    Hours/week
    1

  • Jerry Rosenstock

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Rachel Rubin

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Cyral Sheldon

    Trustee (End 11/14/24)

    Total calculated
    $0
    Hours/week
    1

  • Tracy Smith

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Alan Solinsky

    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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 4
Compensation in Part VII, Line 1a for the former CEO includes separation pay of $113,000 in accordance with his contract.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2024
Filed
13 May 2026
IRS schema version
2024v5.0
Source object
202601339349306575

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.