Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
CONNECTICUT HEALTH FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)100 PEARL STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HARTFORD, CT06103
A Employer identification number

06-1057387
B Telephone number (see instructions)

(860) 724-1580
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$126,182,243
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 743,500
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 364,605 879,682  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,846,538
b Gross sales price for all assets on line 6a 91,835,643
7 Capital gain net income (from Part IV, line 2)... 6,744,825
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 4,976 4,976 0
12 Total. Add lines 1 through 11........ 6,959,619 7,629,483 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 742,365 50,456 0 691,909
14 Other employee salaries and wages...... 668,509 20,139 0 741,439
15 Pension plans, employee benefits....... 235,018 11,227 0 229,433
16a Legal fees (attach schedule)......... 22,071 0 0 22,071
b Accounting fees (attach schedule)....... 45,930 18,372 0 27,558
c Other professional fees (attach schedule).... 496,930 305,826 0 154,699
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 80,058 0 0 0
19 Depreciation (attach schedule) and depletion... 38,791 1,232 0
20 Occupancy.............. 143,887 8,890 0 158,748
21 Travel, conferences, and meetings....... 12,106 5,769 0 0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 858,242 14,943 0 382,391
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,343,907 436,854 0 2,408,248
25 Contributions, gifts, grants paid....... 2,707,222 3,594,500
26 Total expenses and disbursements. Add lines 24 and 25 6,051,129 436,854 0 6,002,748
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 908,490
b Net investment income (if negative, enter -0-) 7,192,629
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,351,750 1,649,815 1,649,815
2 Savings and temporary cash investments.........   3,968,979 3,968,979
3 Accounts receivable bullet216,680
Less: allowance for doubtful accounts bullet     216,680 216,680
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 265,254 2,661,052 2,661,052
10a Investments—U.S. and state government obligations (attach schedule) 8,449,079 Click to see attachment10,310,277 10,310,277
b Investments—corporate stock (attach schedule)....... 60,754,569 Click to see attachment59,658,582 59,658,582
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 43,304,975 Click to see attachment47,619,317 47,619,317
14 Land, buildings, and equipment: basis bullet398,951
Less: accumulated depreciation (attach schedule) bullet301,410 90,160 97,541 97,541
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 114,215,787 126,182,243 126,182,243
Liabilities 17 Accounts payable and accrued expenses.......... 144,493 392,266
18 Grants payable................. 1,199,247  
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment384,000 Click to see attachment393,000
23 Total liabilities (add lines 17 through 22)......... 1,727,740 785,266
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 112,488,047 125,184,675
25 Net assets with donor restrictions............   212,302
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 112,488,047 125,396,977
30 Total liabilities and net assets/fund balances (see instructions). 114,215,787 126,182,243
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
112,488,047
2
Enter amount from Part I, line 27a .....................
2
908,490
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
12,000,440
4
Add lines 1, 2, and 3 ..........................
4
125,396,977
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
125,396,977
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b DISPOSAL OF FIXED ASSETS P    
c   P    
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 91,835,643   85,980,949 5,854,694
b   154,154 162,310 -8,156
c       898,287
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       5,854,694
b       -8,156
c       898,287
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 6,744,825
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3 6,744,825
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 99,978
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 99,978
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 99,978
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 100,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 100,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 22
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet22 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.CTHEALTH.ORG
    14
    The books are in care ofbulletCONNECTICUT HEALTH FOUNDATION INC Telephone no.bullet (860) 724-1580

    Located atbullet100 PEARL STREETHARTFORDCT ZIP+4bullet061034511
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16Yes  
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bulletEI, LU
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    SANFORD CLOUD JR DIRECTOR
    2.00
    1,500 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    FELICIA DE DOMINICIS DIRECTOR
    2.00
    0 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    TANYA BARRETT SECRETARY
    2.00
    4,000 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    CHEKESHA KIDD TREASURER
    2.00
    5,563 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    ALVIN THOMPSON DIRECTOR
    2.00
    0 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    MARYANN PEREZ-BRESCIA DIRECTOR
    2.00
    5,563 0 0
    100 PEARL STREET
    HARTFORD,CA06103
    ELAINE O'KEEFE DIRECTOR
    2.00
    5,563 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    KENNETH ALLEYNE MD VICE CHAIR
    2.00
    7,250 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    DAVID NEWTON CHAIR
    2.00
    3,250 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    JOHN CRAWFORD DIRECTOR
    2.00
    5,563 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    MIKKI MEADOWS-OLIVER DIRECTOR
    2.00
    4,563 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    BARBARA PEARCE DIRECTOR
    2.00
    3,750 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    YVETTE MELENDEZ DIRECTOR
    2.00
    5,000 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    CYNTHIA TSENG DIRECTOR
    2.00
    0 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    PATRICK CHARMEL DIRECTOR
    2.00
    0 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    PATRICIA BAKER PRESIDENT & CEO (THRU 8/31/20)
    40.00
    245,356 25,040 0
    100 PEARL STREET
    HARTFORD,CT06103
    CAROL POLLACK VP FINANCE & OPERATIONS (THRU 7/31/21)
    40.00
    200,696 17,746 0
    100 PEARL STREET
    HARTFORD,CT06103
    TIFFANY DONELSON PRESIDENT & CEO (AS OF 9/1/20)
    40.00
    188,709 10,755 0
    100 PEARL STREET
    HARTFORD,CT06103
    GARRICK WONG DIRECTOR OF GRANTMAKING
    40.00
    93,168 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    ARIELLE HARRISON DIRECTOR OF COMMUNICATIONS
    40.00
    95,832 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    DENNIS TORRES DIRECTOR
    2.00
    1,500 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    HECTOR GLYNN DIRECTOR
    2.00
    1,000 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    GERALYNN SYLVER-MCGEE DIRECTOR OF POLICY
    40.00
    89,866 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    ELIZABETH KELLNER SENIOR COMMUNICATION
    40.00
    71,761 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    TATIA LEWIS HAYES OFFICE MANAGER
    40.00
    68,290 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    Total number of other employees paid over $50,000...................bullet 3
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    CAMBRIDGE ASSOCIATES LLC INVESTMENT MANAGEMENT SERVICES 277,399
    125 HIGH STREET
    BOSTON,MA02110
    KORN FERRY CONSULTING 98,734
    NW 5854 PO BOX 1450
    MINNEAPOLIS,MN554855854
    MANATT LLP CONSULTING 97,500
    2049 CENTURY PARK EAST SUITE 1700
    LOS ANGELES,CA900673101
    UNIVERSITY OF MASS MEDICAL SCHOOL CONSULTING 84,496
    55 LAKE AVENUE NORTH
    WORCESTER,MA01655
    X9 INTERACTIVE CONSULTING 54,600
    1131-O TOLLAND TPKE 157
    MANCHESTER,CT06042
    Total number of others receiving over $50,000 for professional services.............bullet3
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    110,325,958
    b
    Average of monthly cash balances.......................
    1b
    1,650,428
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    111,976,386
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    111,976,386
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,679,646
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    110,296,740
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    5,514,837
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    5,514,837
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    99,978
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    99,978
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,414,859
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,414,859
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    5,414,859
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    6,002,748
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    6,002,748
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    6,002,748
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 5,414,859
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 650,515
    b From 2016...... 33,799
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 684,314
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 6,002,748
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 5,414,859
    e Remaining amount distributed out of corpus 587,889
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,272,203
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    650,515
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    621,688
    10 Analysis of line 9:
    a Excess from 2016.... 33,799
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 587,889
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    GRANTS MANAGER CO CONNECTICUT HEALT
    100 PEARL STREET
    HARTFORD,CT06103
    (860) 724-1580
    bThe form in which applications should be submitted and information and materials they should include:
    GRANT APPLICATION (PROPOSAL), BUDGET, ELECTRONIC SUBMISSION
    cAny submission deadlines:
    PROP/BDGT DUE 14 WEEKS, CONCEPT PAPER DUE 18 WEEKS PRIOR TO QUARTER END
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE LIMITED TO CONNECTICUT AND GRANTEES MUST BE EXEMPT UNDER 501(C)(3)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    CONNECTICUT OFFICE OF HEALTH STRATEGY
    450 CAPITOL AVENUE
    HARTFORD,CT06134
      GOV GOAL 1: ENSURE ACCESS TO COVERAGE 25,000
    COMMUNITY HEALTH CENTER ASSOCIATION OF CONNECTICUT INC
    1484 HIGHLAND AVENUE SUITES 23
    CHESHIRE,CT06410
      PC GOAL 1: ENSURE ACCESS TO COVERAGE 10,000
    CONNECTICUT EARLY CHILDHOOD ALLIANCE
    237 HAMILTON STREET SUITE 208
    HARTFORD,CT06106
      PC GOAL 1: ENSURE ACCESS TO COVERAGE 10,000
    CENTER FOR CHILDREN'S ADVOCACY
    65 ELIZABETH STREET
    HARTFORD,CT06105
      PC GOAL 1: ENSURE ACCESS TO COVERAGE 32,500
    CT STUDENTS FOR A DREAM
    2470 FAIRFIELD AVE
    BRIDGEPORT,CT06605
      PC GOAL 1: ENSURE ACCESS TO COVERAGE 37,500
    MAKE THE ROAD CT
    850 STATE ST
    BRIDGEPORT,CT06604
      PC GOAL 1: ENSURE ACCESS TO COVERAGE 25,000
    CROSS STREET TRAINING & ACADEMIC CENTER
    440 WEST ST
    MIDDLETOWN,CT064574007
      PC GOAL 1: ENSURE ACCESS TO COVERAGE 31,250
    CONGREGATIONS ORGANIZED FOR A NEW CONNECTICUT INC
    1744 DIXWELL
    HAMDEN,CT06514
      PC GOAL 1: ENSURE ACCESS TO COVERAGE 6,250
    CHRISTIAN COMMUNITY ACTION
    168 DAVENPORT AVENUE
    NEW HAVEN,CT06519
      PC GOAL 1: ENSURE ACCESS TO COVERAGE 6,250
    STATEWIDE LEGAL SERVICES OF CONNECTICUT INC
    1290 SILAS DEANE HIGHWAY SUITE 3A
    WETHERSFIELD,CT06109
      PC GOAL 1: ENSURE ACCESS TO COVERAGE 5,000
    NEW OPPORTUNITIES INC
    232 NORTH ELM STREET
    WATERBURY,CT06702
      PC GOAL 1: ENSURE ACCESS TO COVERAGE 5,000
    UNIVERSITY OF CONNECTICUT HEALTH CENTER HEALTH DISPARITIES INSTITUTE
    241 MAIN STREET 5TH FLOOR
    HARTFORD,CT06106
      GOV GOAL 2: INCREASE CONNECTION TO CARE 17,250
    THE CONNECTICUT ASSOCIATION OF SCHOOL BASED HEALTH CENTERS INC
    53 OAK STREET
    HARTFORD,CT06106
      PC GOAL 2: INCREASE CONNECTION TO CARE 50,000
    GRIFFIN HOSPITAL
    130 DIVISION STREET
    DERBY,CT06418
      PC GOAL 3: IMPROVE CARE DELIVERY 100,000
    ST FRANCIS HOSPITAL AND MEDICAL CENTER
    114 WOODLAND ST
    HARTFORD,CT06105
      PC GOAL 3: IMPROVE CARE DELIVERY 50,000
    PARTNERS FOR A HEALTHIER CONNECTICUT
    67 BURNSIDE AVE
    EAST HARTFORD,CT06108
      PC GOAL 3: IMPROVE CARE DELIVERY 100,000
    REGIONAL DATA COOPERATIVE FOR GREATER NEW HAVEN INC
    129 CHURCH STREET SUITE 605
    NEW HAVEN,CT06510
      PC GOAL 3: IMPROVE CARE DELIVERY 27,500
    CONNECTICUT CHILDREN'S MEDICAL CENTER
    282 WASHINGTON STREET
    HARTFORD,CT06106
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 50,000
    GREATER WATERBURY HEALTH PARTNERSHIP
    1389 WEST MAIN STREET
    WATERBURY,CT06708
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 37,500
    CATHOLIC CHARITIES ARCHDIOCESE OF HARTFORD
    839-841 ASYLUM AVENUE
    HARTFORD,CT06105
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 37,500
    FIRST CANDLE
    49 LOCUST AVE SUITE 104
    NEW CANAAN,CT06840
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 11,525
    CONNECTICUT PUBLIC BROADCASTING INC
    1049 ASYLUM AVE
    HARTFORD,CT06105
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 25,000
    CONNECTICUT ORAL HEALTH INITIATIVE INC
    175 MAIN STREET
    HARTFORD,CT06106
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 85,000
    HEALTH EQUITY SOLUTIONS INC
    175 MAIN STREET 3RD FLOOR WEST
    HARTFORD,CT06103
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 150,000
    CONNECTICUT NEWS PROJECT INC
    1049 ASYLUM AVENUE
    HARTFORD,CT06105
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 37,500
    CAPITOL REGION EDUCATION COUNCIL FOUNDATION INC
    111 CHARTER OAK AVENUE
    HARTFORD,CT06106
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 10,000
    SOUTHWESTERN AHEC INC
    5 RESEARCH DRIVE 2ND FLOOR
    SHELTON,CT06484
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 10,000
    CONNECTICUT HEALTH I-TEAM INC
    346 ALDEN AVENUE
    NEW HAVEN,CT06515
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 25,000
    CONNECTICUT VOICES FOR CHILDREN INC
    33 WHITNEY AVENUE
    NEW HAVEN,CT06510
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 16,718
    COMMUNITY CATALYST INC
    ONE FEDERAL STREET FLOOR 5
    BOSTON,MA02110
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 30,000
    HISPANIC HEALTH COUNCIL INC
    175 MAIN STREET
    HARTFORD,CT06106
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 25,000
    CONNECTICUT LEGAL SERVICES INC
    62 WASHINGTON STREET 4TH FLOOR
    MIDDLETOWN,CT06457
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 12,500
    UNIVERSAL HEALTH CARE FOUNDATION OF CONNECTICUT INC
    290 PRATT STREET
    MERIDEN,CT064508600
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 25,000
    CENTER FOR MEDICARE ADVOCACY INC
    11 LEDGEBROOK DRIVE
    MANSFIELD,CT06250
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 19,500
    CONNECTICUT DEPARTMENT OF PUBLIC HEALTH
    410 CAPITOL AVENUE
    HARTFORD,CT06134
      GOV GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 25,000
    UNIVERSITY OF NEW HAVEN SCHOOL OF HEALTH SCIENCES
    300 BOSTON POST ROAD
    WEST HAVEN,CT06516
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 22,000
    CITY OF NEW HAVEN
    200 ORANGE STREET
    NEW HAVEN,CT06511
      GOV CHW COVID-19 62,399
    CITY OF HARTFORD
    550 MAIN STREET
    HARTFORD,CT06103
      GOV CHW COVID-19 849,898
    CITY OF STAMFORD
    888 WASHINGTON BLVD 8TH FLOOR
    STAMFORD,CT06901
      GOV CHW COVID-19 214,500
    CITY OF NORWALK
    137 EAST AVENUE
    NORWALK,CT06851
      GOV CHW COVID-19 114,590
    CITY OF DANBURY DEPARTMENT OF HEALTH AND HUMAN SERVICES
    155 DEER HILL AVENUE
    DANBURY,CT06810
      GOV CHW COVID-19 62,500
    BUILDING ONE COMMUNITY CORP
    75 SELLECK STREET
    STAMFORD,CT06902
      PC COVID-19 10,000
    FAITHACTS FOR EDUCATION INC
    160 FAIRFIELD AVE
    BRIDGEPORT,CT06604
      PC COVID-19 10,000
    GREATER BRIDGEPORT AREA PREVENTION PROGRAM INC
    1470 BARNUM AVENUE
    BRIDGEPORT,CT06610
      PC COVID-19 10,000
    THE NEW AMERICAN DREAM FOUNDATION
    32 FARVIEW AVENUE
    DANBURY,CT06810
      PC COVID-19 7,370
    THE NEW LONDON HOMELESS HOSPITALITY CENTER INC
    730 STATE PIER ROAD
    NEW LONDON,CT06320
      GOV COVID-19 10,000
    HISPANIC ALLIANCE OF SOUTHEASTERN CONNECTICUT INC
    176 STATE STREET
    NEW LONDON,CT06320
      PC COVID-19 10,000
    CHRISTIAN COMMUNITY ACTION
    168 DAVENPORT AVENUE
    NEW HAVEN,CT06519
      PC COVID-19 10,000
    FAMILY CENTERS INC
    40 ARCH STREET
    GREENWICH,CT068367550
      PC COVID-19 10,000
    COMMUNITY ACTION AGENCY OF NEW HAVEN
    419 WHALLEY AVENUE
    NEW HAVEN,CT06511
      PC COVID-19 10,000
    PERSON-TO-PERSON INC
    1864 POST ROAD
    DARIEN,CT06820
      PC COVID-19 35,000
    AFRICAN CARIBBEAN AMERICAN PARENTS OF CHILDREN WITH DISABILITIES INC
    49 WOODLAND STREET
    HARTFORD,CT06105
      PC COVID-19 35,000
    CONNECTICUT CENTER FOR PATIENT SAFETY
    857 POST ROAD 220
    FAIRFIELD,CT06824
      PC COVID-19 10,000
    HISPANIC HEALTH COUNCIL INC
    175 MAIN STREET
    HARTFORD,CT06106
      PC COVID-19 35,000
    ALFARO & ASSOCIATES DBA EL SHOW DE ANALEH
    38 SINCLAIR STREET
    WINDSOR,CT06095
      PC COVID-19 10,000
    CROSS STREET TRAINING & ACADEMIC CENTER
    440 WEST ST
    MIDDLETOWN,CT064574007
      PC COVID-19 35,000
    CHILD HEALTH AND DEVELOPMENT INSTITUTE OF CONNECTICUT INC
    270 FARMINGTON AVE SUITE 367
    FARMINGTON,CT06032
      PC COVID-19 15,000
    4-CT CORP
    10 OLD EASTON TPK
    WESTON,CT06883
      PC COVID-19 150,000
    THE LEGACY FOUNDATION OF HARTFORD INC
    1229 ALBANY AVE
    HARTFORD,CT06112
      PC COVID-19 10,000
    JUNTA FOR PROGRESSIVE ACTION INC
    169 GRAND AVENUE
    NEW HAVEN,CT06513
      PC COVID-19 10,000
    KHMER HEALTH ADVOCATES INC
    1125 NEW BRITAIN AVE
    WEST HARTFORD,CT06110
      PC COVID-19 25,000
    THE NEW LONDON HOMELESS HOSPITALITY CENTER INC
    730 STATE PIER ROAD
    NEW LONDON,CT06320
      PC COVID-19 6,000
    PROJECT ACCESS OF NEW HAVEN INC
    63 YORK STREET
    NEW HAVEN,CT06511
      PC COVID-19 10,000
    PHILLIPS METROPOLITAN CHRISTIAN METHODIST EPISCOPAL CHURCH
    2500 MAIN STREET
    HARTFORD,CT06120
      PC COVID-19 25,000
    GREATER BRIDGEPORT AREA PREVENTION PROGRAM INC
    1470 BARNUM AVENUE
    BRIDGEPORT,CT06610
      PC COVID-19 10,000
    EDADVANCE
    355 GOSHEN ROAD
    LITCHFIELD,CT067590909
      PC COVID-19 51,000
    COMMUNITY HEALTH CENTER ASSOCIATION OF CONNECTICUT INC
    1484 HIGHLAND AVENUE SUITE 2 3
    CHESHIRE,CT06410
      PC COVID-19 165,000
    HARTFORD COMMUNITIES THAT CARE INC
    2550 MAIN STREET
    HARTFORD,CT06120
      PC COVID-19 15,000
    HARTFORD KNIGHTS CORP
    175 MAIN ST 3RD FLOOR
    HARTFORD,CT06106
      PC COVID-19 5,000
    HUMAN RESOURCES AGENCY OF NEW BRITAIN INC
    180 CLINTON STREET
    NEW BRITAIN,CT06053
      PC COVID-19 15,000
    WINDHAM AREA INTERFAITH MINISTRY
    866 MAIN STRET
    WILLIMANTIC,CT06226
      PC COVID-19 15,000
    IRIS- INTEGRATED REFUGEE AND IMMIGRANT SERVICES INC
    235 NICOLL ST 2ND FLOOR
    NEW HAVEN,CT06511
      PC COVID-19 15,000
    THE NEW LONDON HOMELESS HOSPITALITY CENTER INC
    730 STATE PIER ROAD PO BOX 1652
    NEW LONDON,CT06320
      PC COVID-19 15,000
    CHRISTIAN COMMUNITY ACTION
    168 DAVENPORT AVENUE
    NEW HAVEN,CT06519
      PC COVID-19 15,000
    THE COMMUNITY ACTION AGENCY OF WESTERN CONNECTICUT INC
    66 NORTH STREET
    DANBURY,CT06810
      PC COVID-19 15,000
    HISPANIC ALLIANCE OF SOUTHEASTERN CONNECTICUT INC
    176 STATE STREET
    NEW LONDON,CT06320
      PC COVID-19 15,000
    COMMUNITY ACTION AGENCY OF NEW HAVEN
    419 WHALLEY AVENUE
    NEW HAVEN,CT06511
      PC COVID-19 15,000
    PARTNERSHIP FOR STRONG COMMUNITIES INC
    227 LAWRENCE STREET
    HARTFORD,CT06106
      PC COVID-19 15,000
    ACTION FOR BRIDGEPORT COMMUNITY DEVELOPMENT INC
    1070 PARK AVENUE
    BRIDGEPORT,CT06604
      PC COVID-19 15,000
    ACCESS COMMUNITY ACTION AGENCY INC
    1315 MAIN STREET SUITE 2
    WILLIMANTIC,CT06226
      PC COVID-19 15,000
    GREATER BRIDGEPORT AREA PREVENTION PROGRAM INC
    1470 BARNUM AVENUE
    BRIDGEPORT,CT06610
      PC COVID-19 15,000
    UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT
    30 LAUREL ST
    HARTFORD,CT06106
      PC COVID-19 150,000
    CHILD HEALTH AND DEVELOPMENT INSTITUTE OF CONNECTICUT INC
    270 FARMINGTON AVE SUITE 367
    FARMINGTON,CT06032
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 2,000
    GRANTMAKERS IN HEALTH
    1100 CONNECTICUT AVENUE SUITE 1100
    WASHINGTON,DC20036
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 11,000
    OPERATION FUEL INC
    75 CHARTER OAK AVENUE SUITE 2-240
    HARTFORD,CT06106
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 5,000
    FOODSHARE INC
    450 WOODLAND AVENUE
    BLOOMFIELD,CT06002
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 2,500
    CONNECTICUT FOOD BANK
    2 RESEARCH PARKWAY
    WALLINGFORD,CT06492
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 2,500
    Total .................................bullet 3a 3,594,500
    bApproved for future payment
    OPERATION FUEL INC
    75 CHARTER OAK AVENUE SUITE 2-240
    HARTFORD,CT06106
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 10,000
    FOODSHARE INC
    450 WOODLAND AVENUE
    BLOOMFIELD,CT06002
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 20,000
    HARTFORD COMMUNITIES THAT CARE INC
    2550 MAIN STREET
    HARTFORD,CT06120
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 25,000
    CONNECTICUT DEPARTMENT OF SOCIAL SERVICES
    370 JAMES STREET
    NEW HAVEN,CT06513
      GOV GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 19,900
    URU THE RIGHT TO BE INC
    70 AUDUBON STREET 2ND FLOOR
    NEW HAVEN,CT06510
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 25,000
    HISPANIC HEALTH COUNCIL INC
    175 MAIN STREET
    HARTFORD,CT06106
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 11,500
    CENTER FOR CHILDREN'S ADVOCACY
    2074 PARK STREET
    HARTFORD,CT06106
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 32,500
    UNITED WE DREAM NETWORK
    1900 L ST NW 900
    WASHINGTON,CT20036
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 25,000
    NEW OPPORTUNITIES INC
    232 NORTH ELM STREET
    WATERBURY,CT06702
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 2,500
    STATEWIDE LEGAL SERVICES OF CONNECTICUT INC
    1290 SILAS DEANE HIGHWAY SUITE 3A
    WETHERSFIELD,CT06109
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 5,000
    NEW OPPORTUNITIES INC
    232 NORTH ELM STREET
    WATERBURY,CT06702
      GOV GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 5,000
    CITY OF BRIDGEPORT
    45 LYON TERRACE
    BRIDGEPORT,CT06604
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 100,000
    HEALTH EQUITY SOLUTIONS INC
    53 OAK STREET
    HARTFORD,CT06106
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 150,000
    LEDGE LIGHT HEALTH DISTRICT
    216 BROAD STREET
    NEW LONDON,CT06320
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 20,500
    CONNECTICUT NEWS PROJECT INC
    1049 ASYLUM AVE
    HARTFORD,CT06105
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 150,000
    CONNECTICUT ASSOCIATION FOR HUMAN SERVICES INC
    110 BARTHOLOMEW AVENUE 4020
    HARTFORD,CT06106
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 2,500
    HEALTH EQUITY SOLUTIONS INC
    53 OAK STREET
    HARTFORD,CT06106
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 150,000
    CITY OF NEW HAVEN
    165 CHURCH STREET
    NEW HAVEN,CT06510
      GOV GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 62,399
    FAMILY & CHILDREN'S AGENCY INC
    151 NEW PARK AVENUE
    HARTFORD,CT06106
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 114,590
    CITY OF DANBURY DEPARTMENT OF HEALTH AND HUMAN SERVICES
    155 DEER HILL AVENUE
    DANBURY,CT06810
      GOV GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 62,500
    CITY OF BRIDGEPORT
    45 LYON TERRACE
    BRIDGEPORT,CT06604
      GOV GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 100,000
    CROSS STREET TRAINING & ACADEMIC CENTER
    440 WEST ST
    MIDDLETOWN,CT064574007
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 25,000
    STAYWELL HEALTH CARE INC
    80 PHOENIX AVENUE
    WATERBURY,CT06702
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 100,000
    CENTER FOR POPULAR DEMOCRACY
    449 TROUTMAN STREET
    BROOKLYN,NY11237
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 25,000
    ST MARY'S HOSPITAL INC
    56 FRANKLIN STREET
    WATERBURY,CT06706
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 80,000
    STATE OF CONNECTICUT DEPARTMENT OF ADMINISTRATIVE SERVICES
    450 COLUMBUS BLVD
    HARTFORD,CT06103
      GOV GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 60,000
    Total .................................bullet 3b 1,383,889
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     18 364,605  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income..... 900099 4,308 18 667  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 5,846,538  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 4,308 6,211,810 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,216,118
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 3 - Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    CONNECTICUT OFFICE OF HEALTH STRATEGY450 CAPITOL AVENUE
    HARTFORD,CT06134
      GOV GOAL 1: ENSURE ACCESS TO COVERAGE 25,000
    COMMUNITY HEALTH CENTER ASSOCIATION OF CONNECTICUT INC1484 HIGHLAND AVENUE SUITES 23
    CHESHIRE,CT06410
      PC GOAL 1: ENSURE ACCESS TO COVERAGE 10,000
    CONNECTICUT EARLY CHILDHOOD ALLIANCE237 HAMILTON STREET SUITE 208
    HARTFORD,CT06106
      PC GOAL 1: ENSURE ACCESS TO COVERAGE 10,000
    CENTER FOR CHILDREN'S ADVOCACY65 ELIZABETH STREET
    HARTFORD,CT06105
      PC GOAL 1: ENSURE ACCESS TO COVERAGE 32,500
    CT STUDENTS FOR A DREAM2470 FAIRFIELD AVE
    BRIDGEPORT,CT06605
      PC GOAL 1: ENSURE ACCESS TO COVERAGE 37,500
    MAKE THE ROAD CT850 STATE ST
    BRIDGEPORT,CT06604
      PC GOAL 1: ENSURE ACCESS TO COVERAGE 25,000
    CROSS STREET TRAINING & ACADEMIC CENTER440 WEST ST
    MIDDLETOWN,CT064574007
      PC GOAL 1: ENSURE ACCESS TO COVERAGE 31,250
    CONGREGATIONS ORGANIZED FOR A NEW CONNECTICUT INC1744 DIXWELL
    HAMDEN,CT06514
      PC GOAL 1: ENSURE ACCESS TO COVERAGE 6,250
    CHRISTIAN COMMUNITY ACTION168 DAVENPORT AVENUE
    NEW HAVEN,CT06519
      PC GOAL 1: ENSURE ACCESS TO COVERAGE 6,250
    STATEWIDE LEGAL SERVICES OF CONNECTICUT INC1290 SILAS DEANE HIGHWAY SUITE 3A
    WETHERSFIELD,CT06109
      PC GOAL 1: ENSURE ACCESS TO COVERAGE 5,000
    NEW OPPORTUNITIES INC232 NORTH ELM STREET
    WATERBURY,CT06702
      PC GOAL 1: ENSURE ACCESS TO COVERAGE 5,000
    UNIVERSITY OF CONNECTICUT HEALTH CENTER HEALTH DISPARITIES INSTITUTE241 MAIN STREET 5TH FLOOR
    HARTFORD,CT06106
      GOV GOAL 2: INCREASE CONNECTION TO CARE 17,250
    THE CONNECTICUT ASSOCIATION OF SCHOOL BASED HEALTH CENTERS INC53 OAK STREET
    HARTFORD,CT06106
      PC GOAL 2: INCREASE CONNECTION TO CARE 50,000
    GRIFFIN HOSPITAL130 DIVISION STREET
    DERBY,CT06418
      PC GOAL 3: IMPROVE CARE DELIVERY 100,000
    ST FRANCIS HOSPITAL AND MEDICAL CENTER114 WOODLAND ST
    HARTFORD,CT06105
      PC GOAL 3: IMPROVE CARE DELIVERY 50,000
    PARTNERS FOR A HEALTHIER CONNECTICUT67 BURNSIDE AVE
    EAST HARTFORD,CT06108
      PC GOAL 3: IMPROVE CARE DELIVERY 100,000
    REGIONAL DATA COOPERATIVE FOR GREATER NEW HAVEN INC129 CHURCH STREET SUITE 605
    NEW HAVEN,CT06510
      PC GOAL 3: IMPROVE CARE DELIVERY 27,500
    CONNECTICUT CHILDREN'S MEDICAL CENTER282 WASHINGTON STREET
    HARTFORD,CT06106
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 50,000
    GREATER WATERBURY HEALTH PARTNERSHIP1389 WEST MAIN STREET
    WATERBURY,CT06708
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 37,500
    CATHOLIC CHARITIES ARCHDIOCESE OF HARTFORD839-841 ASYLUM AVENUE
    HARTFORD,CT06105
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 37,500
    FIRST CANDLE49 LOCUST AVE SUITE 104
    NEW CANAAN,CT06840
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 11,525
    CONNECTICUT PUBLIC BROADCASTING INC1049 ASYLUM AVE
    HARTFORD,CT06105
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 25,000
    CONNECTICUT ORAL HEALTH INITIATIVE INC175 MAIN STREET
    HARTFORD,CT06106
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 85,000
    HEALTH EQUITY SOLUTIONS INC175 MAIN STREET 3RD FLOOR WEST
    HARTFORD,CT06103
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 150,000
    CONNECTICUT NEWS PROJECT INC1049 ASYLUM AVENUE
    HARTFORD,CT06105
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 37,500
    CAPITOL REGION EDUCATION COUNCIL FOUNDATION INC111 CHARTER OAK AVENUE
    HARTFORD,CT06106
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 10,000
    SOUTHWESTERN AHEC INC5 RESEARCH DRIVE 2ND FLOOR
    SHELTON,CT06484
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 10,000
    CONNECTICUT HEALTH I-TEAM INC346 ALDEN AVENUE
    NEW HAVEN,CT06515
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 25,000
    CONNECTICUT VOICES FOR CHILDREN INC33 WHITNEY AVENUE
    NEW HAVEN,CT06510
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 16,718
    COMMUNITY CATALYST INCONE FEDERAL STREET FLOOR 5
    BOSTON,MA02110
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 30,000
    HISPANIC HEALTH COUNCIL INC175 MAIN STREET
    HARTFORD,CT06106
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 25,000
    CONNECTICUT LEGAL SERVICES INC62 WASHINGTON STREET 4TH FLOOR
    MIDDLETOWN,CT06457
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 12,500
    UNIVERSAL HEALTH CARE FOUNDATION OF CONNECTICUT INC290 PRATT STREET
    MERIDEN,CT064508600
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 25,000
    CENTER FOR MEDICARE ADVOCACY INC11 LEDGEBROOK DRIVE
    MANSFIELD,CT06250
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 19,500
    CONNECTICUT DEPARTMENT OF PUBLIC HEALTH410 CAPITOL AVENUE
    HARTFORD,CT06134
      GOV GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 25,000
    UNIVERSITY OF NEW HAVEN SCHOOL OF HEALTH SCIENCES300 BOSTON POST ROAD
    WEST HAVEN,CT06516
      PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 22,000
    CITY OF NEW HAVEN200 ORANGE STREET
    NEW HAVEN,CT06511
      GOV CHW COVID-19 62,399
    CITY OF HARTFORD550 MAIN STREET
    HARTFORD,CT06103
      GOV CHW COVID-19 849,898
    CITY OF STAMFORD888 WASHINGTON BLVD 8TH FLOOR
    STAMFORD,CT06901
      GOV CHW COVID-19 214,500
    CITY OF NORWALK137 EAST AVENUE
    NORWALK,CT06851
      GOV CHW COVID-19 114,590
    CITY OF DANBURY DEPARTMENT OF HEALTH AND HUMAN SERVICES155 DEER HILL AVENUE
    DANBURY,CT06810
      GOV CHW COVID-19 62,500
    BUILDING ONE COMMUNITY CORP75 SELLECK STREET
    STAMFORD,CT06902
      PC COVID-19 10,000
    FAITHACTS FOR EDUCATION INC160 FAIRFIELD AVE
    BRIDGEPORT,CT06604
      PC COVID-19 10,000
    GREATER BRIDGEPORT AREA PREVENTION PROGRAM INC1470 BARNUM AVENUE
    BRIDGEPORT,CT06610
      PC COVID-19 10,000
    THE NEW AMERICAN DREAM FOUNDATION32 FARVIEW AVENUE
    DANBURY,CT06810
      PC COVID-19 7,370
    THE NEW LONDON HOMELESS HOSPITALITY CENTER INC730 STATE PIER ROAD
    NEW LONDON,CT06320
      GOV COVID-19 10,000
    HISPANIC ALLIANCE OF SOUTHEASTERN CONNECTICUT INC176 STATE STREET
    NEW LONDON,CT06320
      PC COVID-19 10,000
    CHRISTIAN COMMUNITY ACTION168 DAVENPORT AVENUE
    NEW HAVEN,CT06519
      PC COVID-19 10,000
    FAMILY CENTERS INC40 ARCH STREET
    GREENWICH,CT068367550
      PC COVID-19 10,000
    COMMUNITY ACTION AGENCY OF NEW HAVEN419 WHALLEY AVENUE
    NEW HAVEN,CT06511
      PC COVID-19 10,000
    PERSON-TO-PERSON INC1864 POST ROAD
    DARIEN,CT06820
      PC COVID-19 35,000
    AFRICAN CARIBBEAN AMERICAN PARENTS OF CHILDREN WITH DISABILITIES INC49 WOODLAND STREET
    HARTFORD,CT06105
      PC COVID-19 35,000
    CONNECTICUT CENTER FOR PATIENT SAFETY857 POST ROAD 220
    FAIRFIELD,CT06824
      PC COVID-19 10,000
    HISPANIC HEALTH COUNCIL INC175 MAIN STREET
    HARTFORD,CT06106
      PC COVID-19 35,000
    ALFARO & ASSOCIATES DBA EL SHOW DE ANALEH38 SINCLAIR STREET
    WINDSOR,CT06095
      PC COVID-19 10,000
    CROSS STREET TRAINING & ACADEMIC CENTER440 WEST ST
    MIDDLETOWN,CT064574007
      PC COVID-19 35,000
    CHILD HEALTH AND DEVELOPMENT INSTITUTE OF CONNECTICUT INC270 FARMINGTON AVE SUITE 367
    FARMINGTON,CT06032
      PC COVID-19 15,000
    4-CT CORP10 OLD EASTON TPK
    WESTON,CT06883
      PC COVID-19 150,000
    THE LEGACY FOUNDATION OF HARTFORD INC1229 ALBANY AVE
    HARTFORD,CT06112
      PC COVID-19 10,000
    JUNTA FOR PROGRESSIVE ACTION INC169 GRAND AVENUE
    NEW HAVEN,CT06513
      PC COVID-19 10,000
    KHMER HEALTH ADVOCATES INC1125 NEW BRITAIN AVE
    WEST HARTFORD,CT06110
      PC COVID-19 25,000
    THE NEW LONDON HOMELESS HOSPITALITY CENTER INC730 STATE PIER ROAD
    NEW LONDON,CT06320
      PC COVID-19 6,000
    PROJECT ACCESS OF NEW HAVEN INC63 YORK STREET
    NEW HAVEN,CT06511
      PC COVID-19 10,000
    PHILLIPS METROPOLITAN CHRISTIAN METHODIST EPISCOPAL CHURCH2500 MAIN STREET
    HARTFORD,CT06120
      PC COVID-19 25,000
    GREATER BRIDGEPORT AREA PREVENTION PROGRAM INC1470 BARNUM AVENUE
    BRIDGEPORT,CT06610
      PC COVID-19 10,000
    EDADVANCE355 GOSHEN ROAD
    LITCHFIELD,CT067590909
      PC COVID-19 51,000
    COMMUNITY HEALTH CENTER ASSOCIATION OF CONNECTICUT INC1484 HIGHLAND AVENUE SUITE 2 3
    CHESHIRE,CT06410
      PC COVID-19 165,000
    HARTFORD COMMUNITIES THAT CARE INC2550 MAIN STREET
    HARTFORD,CT06120
      PC COVID-19 15,000
    HARTFORD KNIGHTS CORP175 MAIN ST 3RD FLOOR
    HARTFORD,CT06106
      PC COVID-19 5,000
    HUMAN RESOURCES AGENCY OF NEW BRITAIN INC180 CLINTON STREET
    NEW BRITAIN,CT06053
      PC COVID-19 15,000
    WINDHAM AREA INTERFAITH MINISTRY866 MAIN STRET
    WILLIMANTIC,CT06226
      PC COVID-19 15,000
    IRIS- INTEGRATED REFUGEE AND IMMIGRANT SERVICES INC235 NICOLL ST 2ND FLOOR
    NEW HAVEN,CT06511
      PC COVID-19 15,000
    THE NEW LONDON HOMELESS HOSPITALITY CENTER INC730 STATE PIER ROAD PO BOX 1652
    NEW LONDON,CT06320
      PC COVID-19 15,000
    CHRISTIAN COMMUNITY ACTION168 DAVENPORT AVENUE
    NEW HAVEN,CT06519
      PC COVID-19 15,000
    THE COMMUNITY ACTION AGENCY OF WESTERN CONNECTICUT INC66 NORTH STREET
    DANBURY,CT06810
      PC COVID-19 15,000
    HISPANIC ALLIANCE OF SOUTHEASTERN CONNECTICUT INC176 STATE STREET
    NEW LONDON,CT06320
      PC COVID-19 15,000
    COMMUNITY ACTION AGENCY OF NEW HAVEN419 WHALLEY AVENUE
    NEW HAVEN,CT06511
      PC COVID-19 15,000
    PARTNERSHIP FOR STRONG COMMUNITIES INC227 LAWRENCE STREET
    HARTFORD,CT06106
      PC COVID-19 15,000
    ACTION FOR BRIDGEPORT COMMUNITY DEVELOPMENT INC1070 PARK AVENUE
    BRIDGEPORT,CT06604
      PC COVID-19 15,000
    ACCESS COMMUNITY ACTION AGENCY INC1315 MAIN STREET SUITE 2
    WILLIMANTIC,CT06226
      PC COVID-19 15,000
    GREATER BRIDGEPORT AREA PREVENTION PROGRAM INC1470 BARNUM AVENUE
    BRIDGEPORT,CT06610
      PC COVID-19 15,000
    UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT30 LAUREL ST
    HARTFORD,CT06106
      PC COVID-19 150,000
    CHILD HEALTH AND DEVELOPMENT INSTITUTE OF CONNECTICUT INC270 FARMINGTON AVE SUITE 367
    FARMINGTON,CT06032
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 2,000
    GRANTMAKERS IN HEALTH1100 CONNECTICUT AVENUE SUITE 1100
    WASHINGTON,DC20036
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 11,000
    OPERATION FUEL INC75 CHARTER OAK AVENUE SUITE 2-240
    HARTFORD,CT06106
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 5,000
    FOODSHARE INC450 WOODLAND AVENUE
    BLOOMFIELD,CT06002
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 2,500
    CONNECTICUT FOOD BANK2 RESEARCH PARKWAY
    WALLINGFORD,CT06492
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 2,500
    Total ...............................bullet 3a 3,594,500
    bApproved for future payment
    OPERATION FUEL INC75 CHARTER OAK AVENUE SUITE 2-240
    HARTFORD,CT06106
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 10,000
    FOODSHARE INC450 WOODLAND AVENUE
    BLOOMFIELD,CT06002
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 20,000
    HARTFORD COMMUNITIES THAT CARE INC2550 MAIN STREET
    HARTFORD,CT06120
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 25,000
    CONNECTICUT DEPARTMENT OF SOCIAL SERVICES370 JAMES STREET
    NEW HAVEN,CT06513
      GOV GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 19,900
    URU THE RIGHT TO BE INC70 AUDUBON STREET 2ND FLOOR
    NEW HAVEN,CT06510
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 25,000
    HISPANIC HEALTH COUNCIL INC175 MAIN STREET
    HARTFORD,CT06106
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 11,500
    CENTER FOR CHILDREN'S ADVOCACY2074 PARK STREET
    HARTFORD,CT06106
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 32,500
    UNITED WE DREAM NETWORK1900 L ST NW 900
    WASHINGTON,CT20036
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 25,000
    NEW OPPORTUNITIES INC232 NORTH ELM STREET
    WATERBURY,CT06702
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 2,500
    STATEWIDE LEGAL SERVICES OF CONNECTICUT INC1290 SILAS DEANE HIGHWAY SUITE 3A
    WETHERSFIELD,CT06109
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 5,000
    NEW OPPORTUNITIES INC232 NORTH ELM STREET
    WATERBURY,CT06702
      GOV GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 5,000
    CITY OF BRIDGEPORT45 LYON TERRACE
    BRIDGEPORT,CT06604
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 100,000
    HEALTH EQUITY SOLUTIONS INC53 OAK STREET
    HARTFORD,CT06106
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 150,000
    LEDGE LIGHT HEALTH DISTRICT216 BROAD STREET
    NEW LONDON,CT06320
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 20,500
    CONNECTICUT NEWS PROJECT INC1049 ASYLUM AVE
    HARTFORD,CT06105
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 150,000
    CONNECTICUT ASSOCIATION FOR HUMAN SERVICES INC110 BARTHOLOMEW AVENUE 4020
    HARTFORD,CT06106
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 2,500
    HEALTH EQUITY SOLUTIONS INC53 OAK STREET
    HARTFORD,CT06106
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 150,000
    CITY OF NEW HAVEN165 CHURCH STREET
    NEW HAVEN,CT06510
      GOV GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 62,399
    FAMILY & CHILDREN'S AGENCY INC151 NEW PARK AVENUE
    HARTFORD,CT06106
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 114,590
    CITY OF DANBURY DEPARTMENT OF HEALTH AND HUMAN SERVICES155 DEER HILL AVENUE
    DANBURY,CT06810
      GOV GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 62,500
    CITY OF BRIDGEPORT45 LYON TERRACE
    BRIDGEPORT,CT06604
      GOV GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 100,000
    CROSS STREET TRAINING & ACADEMIC CENTER440 WEST ST
    MIDDLETOWN,CT064574007
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 25,000
    STAYWELL HEALTH CARE INC80 PHOENIX AVENUE
    WATERBURY,CT06702
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 100,000
    CENTER FOR POPULAR DEMOCRACY449 TROUTMAN STREET
    BROOKLYN,NY11237
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 25,000
    ST MARY'S HOSPITAL INC56 FRANKLIN STREET
    WATERBURY,CT06706
      PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 80,000
    STATE OF CONNECTICUT DEPARTMENT OF ADMINISTRATIVE SERVICES450 COLUMBUS BLVD
    HARTFORD,CT06103
      GOV GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 60,000
    Total ................................bullet 3b 1,383,889
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    CONNECTICUT HEALTH FOUNDATION INC
     
    Employer identification number

    06-1057387
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    CONNECTICUT HEALTH FOUNDATION INC
     
    Employer identification number
    06-1057387
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    HARTFORD FOUNDATION FOR PUBLIC GIVING
     
    10 COLUMBUS BLVD 8TH FLOOR
     
    HARTFORD, CT06106

    $ 743,500


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    CONNECTICUT HEALTH FOUNDATION INC
     
    Employer identification number

    06-1057387
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    CONNECTICUT HEALTH FOUNDATION INC
     
    Employer identification number

    06-1057387
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    CONNECTICUT HEALTH FOUNDATION INC
    EIN:
    06-1057387
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 45,930 18,372 0 27,558

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    CONNECTICUT HEALTH FOUNDATION INC
    EIN:
    06-1057387
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MEZZACAPPA CREDIT SPECTRUM FUND, LLC-2396 SHS 586 586
    TWO SIGMA ACTIVE EXTENSION U.S. ALL CAP EQUITY CAYMAN FUND, LTD. CLASS A1 SE 4,519,940 4,519,940
    VANGUARD S&P 500 ETF-2194 SHS 754,056 754,056
    DOUBLELINE CORE PLUS PORTFOLIO LLC CLASS C-92407.73 SHS 1,066,035 1,066,035
    L L MORTGAGE FUND LP-500000 SHS 549,030 549,030
    ISHARES MSCI ACWI ETF-4895 SHS 444,074 444,074
    ABDIEL QUALIFIED OFFSHORE PARTNERS, LTD. CLASS A SERIES: 2013-11-398.97 SHS 3,077,794 3,077,794
    GQG PARTNERS EMERGING MARKETS EQUITY FUND-1200269.921 SHS 1,881,791 1,881,791
    ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND (CAYMAN) LIMITED 2,980,609 2,980,609
    BUENA VISTA ASIAN OPPORTUNITIES OFFSHORE FUND, LTD CAM SP2 U/1-MARCH-17-1194 1,679,340 1,679,340
    CONSILIUM FRONTIER EQUITY FUND, LP-1100000 SHS 1,345,924 1,345,924
    EAST CAPITAL - EASTERN EUROPE CLASS C SHARES USD CAP-5953.37 SHS 348,186 348,186
    INCA LATIN AMERICAN FUND, LP - SERIES A (UNRESTRICTED)-684061.976 SHS 689,133 689,133
    INTERNATIONAL RESEARCH EQUITY EXTENDED FUND, L.P. A-F/17424 FOUNDERS-1100218 1,438,634 1,438,634
    KABOUTER INTERNATIONAL OPPORTUNITIES FUND II, LLC-713832.867 SHS 1,235,367 1,235,367
    LONDON - CA INTERNATIONAL EQUITY CEF FUND CAMBRIDGE SUB-SERIES-341980.717 SH 4,716,085 4,716,085
    MAPLE-BROWN ABBOTT ASIA-EX JAPAN FUND INSTITUTIONAL US DOLLAR - MBAEJU MAIU- 1,641,444 1,641,444
    ORBIS INSTITUTIONAL INTERNATIONAL EQUITY L.P., BASE RRF C-28-129198.966 SHS 1,875,969 1,875,969
    OVERLOOK PARTNERS FUND, LP-1187571.019 SHS 1,667,424 1,667,424
    RYDER COURT GLOBAL EMERGING MARKETS OPPORTUNITIES FUND (DST)-111241.776 SHS 1,809,574 1,809,574
    ISHARES MSCI EMERGING MARKET-964 SHS 49,810 49,810
    ISHARES CORE MSCI EAFE ETF-5692 SHS 393,260 393,260
    CEVIAN CAPITAL II LTD - CLASS A USD-2015 APR-4166.666 SHS 521,810 521,810
    CEVIAN CAPITAL II LTD - CLASS BUSD3-2018 APR-4580.375 SHS 520,437 520,437
    CEVIAN CAPITAL II LTD - CLASS CUSD3-2018 APR-4580.375 SHS 515,974 515,974
    HIMALAYA CAPITAL INVESTORS (OFFSHORE), L.P.-1000000 SHS 1,320,318 1,320,318
    TIGER GLOBAL LONG OPPORTUNITIES, LTD. CLASS A SUB-CLASS ONE-10000 SHS 1,717,178 1,717,178
    TWO SIGMA CHINA CORE EQUITY CAYMAN FUND, LTD. CLASS A M - SERIES A SERIES A 778,855 778,855
    WMQS GLOBAL EQUITY ACTIVE EXTENSION OFFSHORE FUND, LTD. - CLASS F-2 - SERIES 2,315,423 2,315,423
    ARIEL GLOBAL FUND-INST-206610.06 SHS 3,342,951 3,342,951
    CAUSEWAY EMERGING MARKETS-IS-99847.635 SHS 1,501,708 1,501,708
    FRONTEGRA MFG GLOBAL EQ-INS-150963.47 SHS 3,126,453 3,126,453
    MFS INSTL INTL EQUITY FUND-66270.212 SHS 2,030,519 2,030,519
    T ROWE PR AFR & MID EAST-I-76434.645 SHS 622,178 622,178
    SANDS CAP GLOBAL GROWTH-INS-44295.198 SHS 1,734,157 1,734,157
    DFA EMERGING MRKTS VALUE-57816.015 SHS 1,656,429 1,656,429
    DODGE & COX INTL STOCK FUND-45764.819 SHS 1,999,923 1,999,923
    MATTHEWS PACIFIC TIGER-INST-51295.253 SHS 1,790,204 1,790,204

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    CONNECTICUT HEALTH FOUNDATION INC
    EIN:
    06-1057387
    US Government Securities - End of Year Book Value:

    10,310,277
    US Government Securities - End of Year Fair Market Value:

    10,310,277
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    CONNECTICUT HEALTH FOUNDATION INC
    EIN:
    06-1057387
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    RENAISSANCE INSTITUTIONAL EQUITIES FUND LLC - SERIES BB-1000000 SHS FMV 1,226,894 1,226,894
    ALPHADYNE INTERNATIONAL FUND, LTD. CLASS 5 A USD SERIES 1-934.474 SHS FMV 1,434,897 1,434,897
    ALUA OFFSHORE FUND LTD.-1300 SHS FMV 1,357,993 1,357,993
    THE CHILDREN'S INVESTMENT FUND CLASS H1 USD NEW ISSUES 14-122986-000060-1000 FMV 1,388,000 1,388,000
    DAVIDSON KEMPNER INTERNATIONAL (BVI) LTD - CLASS C TRANCHE 3 - 01JAN20-10461 FMV 1,407,548 1,407,548
    EMSO SAGUARO LTD - CLASS A - FEE GROUP 5 - SERIES 02-19-100 SHS FMV 1,093,079 1,093,079
    ETON PARK OVERSEAS FUND, LTD. A1 1112-0.166 SHS FMV 368 368
    ETON PARK OVERSEAS FUND, LTD. A1 1510-0.06 SHS FMV 92 92
    P/E GLOBAL LLC - GLOBAL STRATEGY LLC-743.995 SHS FMV 1,087,634 1,087,634
    HG VORA SPECIAL OPPORTUNITIES FUND, LTD. CLASS A, SUB CLASS 1-ILG-INITIAL-31 FMV 1,243,751 1,243,751
    HOLLIS PARK OPPORTUNITIES FUND LTD. CLASS A SUB-CLASS 1-2761.33 SHS FMV 3,002,639 3,002,639
    HUDSON BAY INTERNATIONAL FUND LTD. A-UR414-1-1000 SHS FMV 1,240,726 1,240,726
    KYLIN OFFSHORE FUND LTD SIDE POCKET CLASS S3 SERIES 1-171.96 SHS FMV 30,759 30,759
    KYLIN OFFSHORE FUND LTD SIDE POCKET CLASS S4 SERIES 1-81.892 SHS FMV 10,708 10,708
    KYLIN OFFSHORE FUND LTD SIDE POCKET CLASS S5 SERIES 1-162.676 SHS FMV 652 652
    LAURION CAPITAL LTD. CLASS A INITIAL-184.895 SHS FMV 1,141,718 1,141,718
    LAURION CAPITAL LTD. CLASS A 20-04-0.276 SHS FMV 316 316
    LAURION CAPITAL LTD. CLASS A 20-07-0.073 SHS FMV 78 78
    MAN FRM CA SPC - GM-1 SP - CLASS A SHARES-1013.094 SHS FMV 1,056,923 1,056,923
    NAYA FUND CLASS C SERIES 1 JAN 2013 UNRESTRICTED CA-8027.112 SHS FMV 1,743,657 1,743,657
    NITORUM OFFSHORE FUND, LTD. CLASS A ELIGIBLE SERIES 1-786.72 SHS FMV 1,147,630 1,147,630
    PALESTRA CAPITAL OFFSHORE FUND, LTD. CLASS A SUB-CLASS 3 SERIES INITIAL-612. FMV 1,344,633 1,344,633
    ROSE GROVE OFFSHORE FUND I, LTD CLASS A NEW ISSUE SERIES 0109-509.003 SHS FMV 1,125,874 1,125,874
    ROYSTONE CAPITAL OFFSHORE FUND LTD. CLASS A - CAM - LA/MAR - 18-6.783 SHS FMV 8,330 8,330
    ROYSTONE CAPITAL OFFSHORE FUND LTD. CLASS A - CAM - LA/AUG - 13-7.687 SHS FMV 12,418 12,418
    SCULPTOR OVERSEAS FUND II, LTD.-39.515 SHS FMV 31,784 31,784
    SOUTHPOINT QUALIFIED OFFSHORE FUND, LTD. NON-RESTRICTED NEW ISSUE SHARES INI FMV 798,771 798,771
    VALINOR CAPITAL PARTNERS OFFSHORE, LTD. LV-CK-1B\I000044288-30.959 SHS FMV 47,968 47,968
    VARADERO INTERNATIONAL, LTD. CLASS A-1 - SERIES 0318-1000 SHS FMV 1,085,769 1,085,769
    VARADERO INTERNATIONAL, LTD. CLASS A-1 - SERIES 0717-250 SHS FMV 286,052 286,052
    VARADERO INTERNATIONAL, LTD. CLASS A-1 - SERIES INITIAL-621.062 SHS FMV 1,608,240 1,608,240
    VOLORIDGE FUND, LTD. - CLASS B - SERIES 07/2020-1000 SHS FMV 1,060,569 1,060,569
    YIHENG CAPITAL OFFSHORE PARTNERS, LTD. CLASS A (1.0-20) N~1-1000 SHS FMV 1,329,778 1,329,778
    ARCM DISTRESSED ENERGY OPPORTUNITIES FEEDER FUND LTD - SERIES A, UNRESTRICTE FMV 90,365 90,365
    ASF VI L.P.-1 SHS FMV 200,773 200,773
    ASF VII L.P.-426663 SHS FMV 574,894 574,894
    BLUE DELTA CAPITAL FUND II, LP-218173 SHS FMV 206,510 206,510
    CARMEL PARTNERS INVESTMENT FUND V, L.P.-679478 SHS FMV 1,095,340 1,095,340
    GREENSPRING GLOBAL PARTNERS VI, L.P.-1840123.5 SHS FMV 5,862,215 5,862,215
    GREENSPRING GLOBAL PARTNERS VII-B, L.P.-1440000 SHS FMV 2,102,812 2,102,812
    HOSEN PRIVATE EQUITY III, L.P.-206035.58 SHS FMV 194,757 194,757
    HULL STREET ENERGY PARTNERS I-A, LP - LIMITED PARTNERS-470420 SHS FMV 492,921 492,921
    KHP STRATEGIC 9 LP-72585 SHS FMV 362,654 362,654
    KLINE HILL PARTNERS FUND LP-486611 SHS FMV 898,963 898,963
    KLINE HILL PARTNERS OFFSHORE FUND II LP-872195 SHS FMV 1,175,496 1,175,496
    KLINE HILL PARTNERS OFFSHORE FUND III LP-124114 SHS FMV 204,718 204,718
    KLINE HILL PARTNERS OPPORTUNITY OFFSHORE FUND III LP-33857 SHS FMV 59,247 59,247
    LIME ROCK PARTNERS IV AF, L.P.-398077 SHS FMV 302,542 302,542
    PAG CA PARTNERS LP-558637.18 SHS FMV 967,859 967,859
    PELICAN ENERGY PARTNERS II LP-815541 SHS FMV 639,519 639,519
    PELICAN ENERGY PARTNERS III LP-412010 SHS FMV 264,447 264,447
    POMONA CAPITAL VIII, L.P.-1 SHS FMV 140,130 140,130
    RRG GLOBAL PARTNERS FUND-604857.52 SHS FMV 684,613 684,613
    SIRIS PARTNERS IV, L.P.-445337 SHS FMV 428,973 428,973
    SUSTAINABLE ASSET FUND II, LP-495658.85 SHS FMV 478,069 478,069
    TELEGRAPH HILL PARTNERS IV, L.P.-322500 SHS FMV 422,895 422,895
    VOLITION CAPITAL FUND III, L.P.-655500 SHS FMV 889,402 889,402
    VOLITION CAPITAL FUND IV, L.P.-106920 SHS FMV 103,158 103,158
    VOLITION CAPITAL SELECT FUND I, L.P.-46860 SHS FMV 46,509 46,509
    W CAPITAL PARTNERS IV-A, L.P.-375080 SHS FMV 373,288 373,288

    TY 2020 LegalFeesSchedule
    Name:
    CONNECTICUT HEALTH FOUNDATION INC
    EIN:
    06-1057387
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 22,071 0 0 22,071


    TY 2020 OtherExpensesSchedule
    Name:
    CONNECTICUT HEALTH FOUNDATION INC
    EIN:
    06-1057387
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SUPPLIES 13,691 1,813 0 0
    TELEPHONE AND IT 29,197 2,132 0 0
    RENTAL EQUIPMENT 11,923 549 0 0
    BOARD EXPENSES 104,326 9,324 0 0
    DUES AND SUBSCRIPTIONS 3,828 0 0 0
    INSURANCE 19,390 1,125 0 2,050
    PROGRAM INITIATIVES 617,666 0 0 380,733
    OTHER CONTRIBUTIONS 6,928 0 0 0
    POSTAGE 3,192 0 0 0
    OTHER 48,101 0 0 -392


    TY 2020 OtherIncomeSchedule2
    Name:
    CONNECTICUT HEALTH FOUNDATION INC
    EIN:
    06-1057387
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INVESTMENT UNRELATED BUSINESS INCOME 4,309 4,309 0
    SHAREHOLDER SETTLEMENT INCOME 667 667 0


    TY 2020 OtherIncreasesSchedule
    Name:
    CONNECTICUT HEALTH FOUNDATION INC
    EIN:
    06-1057387
    Description Amount
    UNREALIZED GAINS 9,082,387
    CUMULATIVE ADJUSTMENT PER ASU 2018-08 2,918,053


    TY 2020 OtherLiabilitiesSchedule
    Name:
    CONNECTICUT HEALTH FOUNDATION INC
    EIN:
    06-1057387
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAX LIABILITY 384,000 393,000


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    CONNECTICUT HEALTH FOUNDATION INC
    EIN:
    06-1057387
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 160,218 5,519 0 154,699
    INVESTMENT FEES 336,712 336,712 0 0
    EXPENSES ALLOCATED TO FORM 990-T 0 -36,405 0 0


    TY 2020 TaxesSchedule
    Name:
    CONNECTICUT HEALTH FOUNDATION INC
    EIN:
    06-1057387
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 80,058 0 0 0