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Nonprofiteer
← JEWISH FOUNDATION OF GREATER NEW HAVEN INC

Form 990 for tax year 2024

Filed by JEWISH FOUNDATION OF GREATER NEW HAVEN INC.

Totals

Total revenue
$9,195,144
Total expenses
$5,068,312
Contributions and grants received
$8,172,016
Grants paid
$3,955,018
Program service revenue
$125,183
Investment income
$897,945
Other revenue
$0
Total assets, end of year
$81,981,884
Total liabilities, end of year
$15,050,525
Net assets or fund balances, end of year
$66,931,359
Program services expenses (Part IX)
$4,079,199
Management and general expenses
$768,002
Fundraising expenses
$221,111
Program service expenses (Part III)
$4,079,199

Program services were 80.5% 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

    $8,172,016

  • 1g · Noncash contributions included above

    $4,081,126

  • 2a · Program service revenue: ADMINISTRATION FEE

    total $125,183 · related or exempt $125,183

  • 3 · Investment income

    total $514,773 · unrelated business $154,827 · excluded $359,946

  • 7a · Gross sales of assets other than inventory

    securities $20,458,287

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

    securities $20,075,115

  • 7c · Gain or loss

    securities $383,172

  • 7d · Net gain or loss

    total $383,172 · excluded $383,172

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,955,018 · program services $3,955,018

  • 5 · Compensation of officers, directors and key employees

    total $168,141 · program services $8,407 · management and general $110,973 · fundraising $48,761

  • 7 · Other salaries and wages

    total $371,751 · program services $20,592 · management and general $242,837 · fundraising $108,322

  • 8 · Pension plan contributions

    total $1,005 · program services $56 · management and general $656 · fundraising $293

  • 9 · Other employee benefits

    total $28,519 · program services $1,532 · management and general $18,689 · fundraising $8,298

  • 10 · Payroll taxes

    total $42,230 · program services $2,268 · management and general $27,675 · fundraising $12,287

  • 11c · Fees: accounting

    total $26,750 · management and general $26,750

  • 11f · Fees: investment management

    total $222,045 · management and general $222,045

  • 11g · Fees: other

    total $67,849 · program services $1,380 · management and general $32,149 · fundraising $34,320

  • 12 · Advertising and promotion

    total $38,223 · program services $494 · management and general $30,349 · fundraising $7,380

  • 13 · Office expenses

    total $56,268 · program services $5,951 · management and general $50,317

  • 16 · Occupancy

    total $26,315 · program services $21,565 · management and general $3,300 · fundraising $1,450

  • 17 · Travel

    total $1,279 · program services $1,279

  • 19 · Conferences, conventions and meetings

    total $4,165 · program services $4,165

  • 22 · Depreciation, depletion and amortization

    total $2,262 · management and general $2,262

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $35,126 · program services $35,126

  • 24b · Other expenses: FOOD

    total $14,956 · program services $14,956

  • 24c · Other expenses: SPEAKERS, TEACHERS & TA

    total $5,115 · program services $5,115

  • 24e · All other expenses

    total $1,295 · program services $1,295

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $50,887 · end of year $128,581

  • 3 · Pledges and grants receivable

    beginning of year $49,805 · end of year $45,000

  • 7 · Other notes and loans receivable

    beginning of year $1,358,753 · end of year $1,358,753

  • 9 · Prepaid expenses and deferred charges

    beginning of year $27,196 · end of year $30,358

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

    $34,209

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

    $25,884

  • 10c · Land, buildings and equipment, net

    beginning of year $10,587 · end of year $8,325

  • 11 · Investments: publicly traded securities

    beginning of year $31,750,739 · end of year $36,140,235

  • 12 · Investments: other securities

    beginning of year $40,251,414 · end of year $43,972,913

  • 14 · Intangible assets

    beginning of year $20,000 · end of year $20,000

  • 15 · Other assets

    beginning of year $258,442 · end of year $277,719

  • 17 · Accounts payable and accrued expenses

    beginning of year $122,240 · end of year $63,807

  • 21 · Escrow or custodial account liability

    beginning of year $14,734,484 · end of year $14,839,769

  • 25 · Other liabilities

    beginning of year $457,903 · end of year $146,949

  • 27 · Net assets without donor restrictions

    beginning of year $5,571,651 · end of year $8,051,612

  • 28 · Net assets with donor restrictions

    beginning of year $52,891,545 · end of year $58,879,747

Mission and programs · 2024

Mission

THE JEWISH FOUNDATION OF GREATER NEW HAVEN'S MISSION IS TO SOLICIT AND PROPERLY MANAGE CURRENT AND NEW CHARITABLE ENDOWMENTS AND PLANNED GIFTS FOR ORGANIZATIONS IN GREATER NEW HAVEN SO THAT THERE WILL BE PERMANENT AND ONGOING FUNDING FOR THE JEWISH FEDERATION OF GREATER NEW HAVEN, JEWISH EDUCATION, SYNAGOGUES, THE JEWISH ELDERLY AND CAMPING AND DAY SCHOOLS, AND THOSE IN NEED FOR CURRENT AND FUTURE GENERATIONS.

Activities or mission (Part I)

THE JEWISH FOUNDATION OF GREATER NEW HAVEN, INC. PROMOTES PHILANTHROPY WITH A VARIETY OF DONORS AND COMMUNITY ORGANIZATIONS TO ACHIEVE CHARITABLE GOALS AND INCREASE CURRENT AND FUTURE SUPPORT FOR A VIBRANT AND SECURE JEWISH COMMUNITY. WE DO SO BY PROVIDING EXPERT ENDOWMENT MANAGEMENT SERVICES AND PHILANTHROPIC ADVICE AND EDUCATION TO DONORS, PROFESSIONAL ADVISORS, AND ORGANIZATIONS. THE JEWISH FOUNDATION IS A SUPPORTING ORGANIZATION OF THE JEWISH FEDERATION OF GREATER NEW HAVEN, PARTNERING WITH THE FEDERATION TO ENRICH JEWISH LIFE, SUPPORT ISRAEL, AND HELP ALL PEOPLE IN NEED.

  • THE JEWISH FOUNDATION WORKS WITH AREA JEWISH AGENCIES, THE JEWISH FEDERATION, AND AREA SYNAGOGUES TO SOLICIT NEW CHARITABLE ENDOWMENTS, MANAGE AND DISTRIBUTE FROM CURRENT ENDOWMENTS, AND STEWARD DONORS. THE FOUNDATION ALSO LEADS LOCAL PROJECTS AND INITIATIVES INCLUDING THE CREATE A JEWISH LEGACY INITIATIVE, WOMEN OF VISION SOCIETY, BUILD A TZEDAKAH, AND THE JEWISH SCHOLARSHIP INITIATIVE. IN ADDITION,THE JEWISH FOUNDATION MANAGES AND DEPLOYS SECURITY GRANTS FOR AREA JEWISH ORGANIZATIONS AND SYNAGOGUES, AS WELL AS THE GRANTS FOR THE JEWISH ELDERLY AND WOMEN OF VISION SOCIETY INITIATIVES.

    Expenses $4,079,199 · Grants $3,955,018 · Revenue $125,183

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

Listed in Part VII

  • Eric Green

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Suzanne Frisch

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Eric Handlin

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Betsy Hoos

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Hoos

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Stephen Saltzman

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Mark Sklarz

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Steve Fleischman

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Scott Hurwitz

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Nan Birdwhistell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Max Case

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Linda Caplan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nancy Cohen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Josh Erlanger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Eric Grubman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Hass

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Norman Kaplan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jackie Koral

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sara Nuland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marc Olins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Price

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rabbi Benjamin Scolnic

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lewis Shaffer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Craig Sklar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Linda Randell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Norm Ravski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • David Trachten

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Leslie Zackin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Stanger Esq

    EXECUTIVE DIRECTOR

    Total calculated
    $168,141
    From this org
    $167,689
    From related orgs
    $0
    Other
    $452
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,689
    Bonus
    $0
    Other
    $0
    Deferred
    $452
    Nontaxable benefits
    $0
    Filer's total
    $168,141

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 survey or study

Answered no

  • 4a · Severance or change-of-control payment
  • 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

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.

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.

Provenance

Return type
form_990
Tax year
2024
Filed
12 November 2025
IRS schema version
2024v5.2
Source object
202503169349306945

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