Form 990 for tax year 2022

Totals

Total revenue

$3,695,651

Total expenses

$4,101,882

Contributions and grants received

$2,541,110

Grants paid

$3,369,898

Program service revenue

$640,865

Investment income

$497,357

Other revenue

$16,319

Total assets, end of year

$71,655,746

Total liabilities, end of year

$14,674,180

Net assets or fund balances, end of year

$56,981,566

Program services expenses (Part IX)

$3,495,597

Management and general expenses

$430,568

Fundraising expenses

$175,717

Program service expenses (Part III)

$3,495,597

Program services were 85.2% 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.

Mission and programs · 2022

• 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 $3,495,597 · Grants $3,369,898

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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

• JEWISH FEDERATION OF GREATER NEW HAVEN

  $582,986

  CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND & GRANT FROM UNRESTRICTED FUNDS

• WINGS INDUSTRY NETWORK INC

  $95,000

  CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND

• AMERICARES FOUNDATION INC

  $60,000

  CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND

• SOUTHERN CONNECTICUT HEBREW ACADEMY

  $52,811

  CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND

• CAMP LAURELWOOD

  $51,544

  CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND

• TEMPLE EMANUEL

  $45,880

  CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND

• ANTI-DEFAMATION LEAGUE OF CONNECTICUT

  $41,006

  CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND

• FEDERATION FOR JEWISH PHILANTHROPY OF UPPER FAIRFIELD COUNTY

  $36,000

  CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND

• THE WESTVILLE SYNAGOGUE

  $34,085

  CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND

• TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

  $30,000

  CHARITABLE DISTRIBUTION FROM DONOR ADVISED FUND

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.

• THE JEWISH FEDERATION OF GREATER NEW HAVEN

  501(C)(3) · PLANNING PROGRAMMING AND FUNDRAISING FOR THE JEWISH COMMUNITY OF SOUTHERN CT · CT

Provenance

Return type

form_990

Tax year

2022

Filed

13 November 2023

IRS schema version

2022v5.0

Source object

202343179349302484

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.