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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$139,059,363J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 803,774 1,208,371  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 11,247,606
b Gross sales price for all assets on line 6a 162,561,143
7 Capital gain net income (from Part IV, line 2)... 8,369,760
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)....... Click to see attachment 265 382,142 0
12 Total. Add lines 1 through 11........ 12,051,645 9,960,273 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 490,713 66,901 0 423,812
14 Other employee salaries and wages...... 787,951 19,676 0 1,274,567
15 Pension plans, employee benefits....... 299,559 22,305 0 285,893
16a Legal fees (attach schedule)......... Click to see attachment 12,249 0 0 12,249
b Accounting fees (attach schedule)....... Click to see attachment 40,010 16,004 0 24,006
c Other professional fees (attach schedule).... Click to see attachment 564,046 374,330 0 151,071
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 257,549 85,624 0 0
19 Depreciation (attach schedule) and depletion... 42,076 1,169 0
20 Occupancy.............. 184,337 16,361 0 155,441
21 Travel, conferences, and meetings....... 11,569 2,182 0 9,387
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,219,297 13,526 0 1,256,300
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,909,356 618,078 0 3,592,726
25 Contributions, gifts, grants paid....... 2,685,850 2,636,688
26 Total expenses and disbursements. Add lines 24 and 25 6,595,206 618,078 0 6,229,414
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,456,439
b Net investment income (if negative, enter -0-) 9,342,195
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 1,649,815 1,256,627 1,256,627
2 Savings and temporary cash investments......... 3,968,979 6,929,981 6,929,981
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   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.......... 2,661,052 2,604,213 2,604,213
10a Investments—U.S. and state government obligations (attach schedule) 10,310,277 Click to see attachment6,111,624 6,111,624
b Investments—corporate stock (attach schedule)....... 59,658,582 Click to see attachment61,801,019 61,801,019
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).......... 47,619,317 Click to see attachment60,098,162 60,098,162
14 Land, buildings, and equipment: basis bullet601,223
Less: accumulated depreciation (attach schedule) bullet343,486 97,541 257,737 257,737
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 126,182,243 139,059,363 139,059,363
Liabilities 17 Accounts payable and accrued expenses.......... 392,266 358,400
18 Grants payable.................    
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 attachment393,000 Click to see attachment471,000
23 Total liabilities (add lines 17 through 22)......... 785,266 829,400
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........... 125,184,675 138,017,661
25 Net assets with donor restrictions............ 212,302 212,302
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)..... 125,396,977 138,229,963
30 Total liabilities and net assets/fund balances (see instructions). 126,182,243 139,059,363
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
125,396,977
2
Enter amount from Part I, line 27a .....................
2
5,456,439
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
7,376,547
4
Add lines 1, 2, and 3 ..........................
4
138,229,963
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
138,229,963
Form 990-PF (2021)
Form 990-PF (2021)
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 PUBLICALLY TRADED SECURITIES P    
b
c
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 162,561,143   154,191,383 8,369,760
b
c
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       8,369,760
b
c
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 8,369,760
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 8,369,760
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 129,857
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- ..... 5 129,857
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 150,022
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.............. 7 150,022
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 20,165
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet20,165 RefundedBullet 11 0
Part VI-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
Yes
 
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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    TIFFANY DONELSON PRESIDENT & CEO
    40.00     		230,042 29,716 0
    100 PEARL STREET
    HARTFORD,CT06103
    TODD THOMAS VICE PRESIDENT OF FINANCE AND OPERATIO
    40.00     		128,120 524 0
    100 PEARL STREET
    HARTFORD,CT06103
    ELLEN CARTER VICE PRESIDENT PROGRAMS
    40.00     		53,958 103 0
    100 PEARL STREET
    HARTFORD,CT06103
    CAROL POLLACK VP FINANCE & OPERATIONS (THRU 7/31/21)
    40.00     		0 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    KENNETH ALLEYNE MD DIRECTOR
    2.00     		9,500 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    TANYA BARRETT DIRECTOR
    2.00     		2,500 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    PATRICK CHARMEL DIRECTOR
    2.00     		0 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    JOHN CRAWFORD DIRECTOR
    2.00     		3,750 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    FELICIA DE DOMINICIS DIRECTOR
    2.00     		0 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    HECTOR GLYNN DIRECTOR
    2.00     		2,750 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    CHEKESHA KIDD DIRECTOR
    2.00     		5,500 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    MIKKI MEADOWS-OLIVER DIRECTOR
    2.00     		2,250 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    YVETTE MELENDEZ DIRECTOR
    2.00     		5,250 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    ELAINE O'KEEFE DIRECTOR
    2.00     		5,250 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    BARBARA PEARCE DIRECTOR
    2.00     		4,000 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    MARYANN PEREZ-BRESCIA DIRECTOR
    2.00     		4,250 0 0
    100 PEARL STREET
    HARTFORD,CA06103
    ALVIN THOMPSON DIRECTOR
    2.00     		0 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    DENNIS TORRES DIRECTOR
    2.00     		3,250 0 0
    100 PEARL STREET
    HARTFORD,CT06103
    CYNTHIA TSENG DIRECTOR
    2.00     		0 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
    CAROL POLLACK RETIRED
    40.00     		186,900 8,820 960
    100 PEARL STREET
    HARTFORD,CT06103
    ARIELLE HARRISON DIRECTOR OF COMMUNIC
    40.00     		100,322 6,098 999
    100 PEARL STREET
    HARTFORD,CT06103
    GERALYNN SYLVER-MCGEE DIRECTOR OF POLICY
    40.00     		90,849 5,406 1,206
    100 PEARL STREET
    HARTFORD,CT06103
    STEPHANIE TATRO DIRECTOR OF FINANCE
    40.00     		71,097 4,108 1,291
    100 PEARL STREET
    HARTFORD,CT06103
    TAMISHA PHILLIP GRANTS MANAGER
    40.00     		61,694 2,956 970
    100 PEARL STREET
    HARTFORD,CT06103
    Total number of other employees paid over $50,000...................bullet 1
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 304,182
    125 HIGH STREET
    BOSTON,MA02110
    ARCHITECTURAL BUILDING SYSTEMS INC CONSTRUCTION & CONSTRUCTION MANAGEMENT 269,727
    203 LOCUST STREET
    HARTFORD,CT06114
    MANATT LLP CONSULTING 190,000
    2049 CENTURY PARK EAST SUITE 1700
    LOS ANGELES,CA900673101
    UNIVERSITY OF MASS MEDICAL SCHOOL CONSULTING 149,681
    55 LAKE AVENUE NORTH
    WORCESTER,MA01655
    TRUSTEES OF THE UNIVERSITY OF PENNSLVANIA CONSULTING 130,519
    3801 MARKET STREET SUITE 200
    PHILADELPHIA,PA19104
    Total number of others receiving over $50,000 for professional services.............bullet4
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    129,392,085
    b
    Average of monthly cash balances.......................
    1b
    1,277,699
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    130,669,784
    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
    130,669,784
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,960,047
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    128,709,737
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    6,435,487
    Part X
    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 IX, line 6..................
    1
    6,435,487
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    129,857
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    129,857
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,305,630
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    6,305,630
    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 XII, line 1 ...
    7
    6,305,630
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 6,305,630
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 33,799
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020...... 587,889
    f Total of lines 3a through e ........ 621,688
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 6,229,414
    a Applied to 2020, 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 2021 distributable amount..... 6,229,414
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 76,216 76,216
    (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 5 545,472
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		545,472
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020.... 545,472
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    CENTER FOR CHILDREN'S ADVOCACY
    65 ELIZABETH STREET
    HARTFORD,CT06105     		N/A PC GOAL 1: ENSURE ACCESS TO COVERAGE 32,500
    CITY OF BRIDGEPORT
    999 BROAD STREET
    BRIDGEPORT,CT06604     		N/A GOV GENERAL SUPPORT 22,003
    CITY OF DANBURY DEPARTMENT OF HEALTH AND HUMAN SERVICES
    155 DEER HILL AVENUE
    DANBURY,CT06810     		N/A GOV GENERAL SUPPORT 62,500
    CITY OF NORWALK
    137 EAST AVENUE
    NORWALK,CT06851     		N/A GOV GENERAL SUPPORT 114,590
    CITY OF NORWALK
    137 EAST AVENUE
    NORWALK,CT06851     		N/A GOV GENERAL SUPPORT 50,000
    CITY OF NORWALK
    137 EAST AVENUE
    NORWALK,CT06851     		N/A GOV GENERAL SUPPORT 50,000
    CITY OF STAMFORD
    888 WASHINGTON BLVD 8TH FLOOR
    STAMFORD,CT06901     		N/A GOV GENERAL SUPPORT 50,000
    CITY OF STAMFORD
    888 WASHINGTON BLVD 8TH FLOOR
    STAMFORD,CT06901     		N/A GOV GENERAL SUPPORT 50,000
    COMMUNITY HEALTH CENTER ASSOCIATION OF CONNECTICUT INC
    1484 HIGHLAND AVENUE
    CHESHIRE,CT06410     		N/A PC GENERAL SUPPORT 50,000
    CONGREGATIONS ORGANIZED FOR A NEW CONNECTICUT INC
    PO BOX 4298
    HAMDEN,CT06514     		N/A PC GOAL 3: IMPROVE CARE DELIVERY 25,000
    CONNECTICUT DEPARTMENT OF SOCIAL SERVICES
    55 FARMINGTON AVENUE
    HARTFORD,CT06106     		N/A GOV DISCRETIONARY GRANT 19,900
    CONNECTICUT HEALTH I-TEAM INC
    346 ALDEN AVENUE
    NEW HAVEN,CT06515     		N/A PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 25,000
    CONNECTICUT NEWS PROJECT INC
    1049 ASYLUM AVENUE
    HARTFORD,CT06105     		N/A PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 37,500
    CONNECTICUT ORAL HEALTH INITIATIVE INC
    175 MAIN STREET
    HARTFORD,CT06106     		N/A PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 42,500
    CONNECTICUT PUBLIC BROADCASTING INC
    1049 ASYLUM AVE
    HARTFORD,CT06105     		N/A PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 25,000
    CROSS STREET TRAINING & ACADEMIC CENTER
    440 WEST ST
    MIDDLETOWN,CT06457     		N/A PC GOAL 1: ENSURE ACCESS TO COVERAGE 25,000
    CT STUDENTS FOR A DREAM
    2470 FAIRFIELD AVE
    BRIDGEPORT,CT06605     		N/A PC GOAL 1: ENSURE ACCESS TO COVERAGE 25,000
    GREATER BRIDGEPORT AREA PREVENTION PROGRAM INC
    1470 BARNUM AVENUE
    BRIDGEPORT,CT06610     		N/A PC GENERAL SUPPORT 15,000
    GREATER WATERBURY HEALTH PARTNERSHIP
    1389 WEST MAIN STREET
    WATERBURY,CT06708     		N/A PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 50,000
    HEALTH EQUITY SOLUTIONS INC
    175 MAIN STREET 3RD FLOOR WEST
    HARTFORD,CT06103     		N/A PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 150,000
    KHMER HEALTH ADVOCATES INC
    1125 NEW BRITAIN AVE
    WEST HARTFORD,CT06110     		N/A PC GENERAL SUPPORT 15,000
    MAKE THE ROAD CT
    360 FARMINGTON AVE
    HARTFORD,CT06105     		N/A PC GOAL 1: ENSURE ACCESS TO COVERAGE 25,000
    PARTNERS FOR A HEALTHIER CONNECTICUT
    67 BURNSIDE AVE
    EAST HARTFORD,CT06108     		N/A PC GOAL 3: IMPROVE CARE DELIVERY 50,000
    PROJECT ACCESS OF NEW HAVEN INC
    63 YORK STREET
    NEW HAVEN,CT06511     		N/A PC GENERAL SUPPORT 15,000
    RECORD-JOURNAL INC
    500 SOUTH BROAD STREET 2ND FLOOR
    MERIDEN,CT06450     		N/A PC DISCRETIONARY GRANT 25,000
    ST MARY'S HOSPITAL INC
    56 FRANKLIN STREET
    WATERBURY,CT06706     		N/A PC GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 40,000
    STATE OF CONNECTICUT DEPARTMENT OF ADMINISTRATIVE SERVICES
    450 COLUMBUS BLVD
    HARTFORD,CT06103     		N/A GOV GOAL 4: LINK CLINICAL CARE WITH COMMUNITIES 30,000
    THE CONNECTICUT ASSOCIATION OF SCHOOL BASED HEALTH CENTERS INC
    PO BOX 771
    NORTH HAVEN,CT06473     		N/A PC GOAL 2: INCREASE CONNECTION TO CARE 50,000
    URU THE RIGHT TO BE INC
    305 HILLFIELD RD
    HAMDEN,CT06518     		N/A PC DISCRETIONARY GRANT 25,000
    CENTER FOR CHILDREN'S ADVOCACY
    65 ELIZABETH STREET
    HARTFORD,CT06105     		N/A PC GOAL 1: ENSURE ACCESS TO COVERAGE 41,000
    CHRISTIAN COMMUNITY ACTION
    168 DAVENPORT AVENUE
    NEW HAVEN,CT06519     		N/A PC DISCRETIONARY GRANT 25,000
    CHRISTIAN COMMUNITY ACTION
    168 DAVENPORT AVENUE
    NEW HAVEN,CT06519     		N/A PC DISCRETIONARY GRANT 10,000
    CITY OF DANBURY DEPARTMENT OF HEALTH AND HUMAN SERVICES
    155 DEER HILL AVENUE
    DANBURY,CT06810     		N/A GOV GENERAL SUPPORT 50,000
    CONNECTICUT ASSOCIATION FOR COMMUNITY ACTION INC
    300 PLAZA MIDDLESEX
    MIDDLETOWN,CT06457     		N/A PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 10,000
    CONNECTICUT CITIZENS RESEARCH GROUP INC
    30 ARBOR STREET UNIT 107
    HARTFORD,CT06106     		N/A PC DISCRETIONARY GRANT 25,000
    CONNECTICUT COUNCIL FOR PHILANTHROPY INC
    75 CHARTER OAK AVE SUITE 1-205
    HARTFORD,CT06106     		N/A PC DISCRETIONARY GRANT 7,000
    CONNECTICUT HEALTH POLICY PROJECT
    496 NEWHALL ST
    HAMDEN,CT06517     		N/A PC DISCRETIONARY GRANT 25,000
    CONNECTICUT OFFICE OF HEALTH STRATEGY
    450 CAPITOL AVENUE
    HARTFORD,CT06134     		N/A PC GENERAL SUPPORT 25,000
    CONNECTICUT ORAL HEALTH INITIATIVE INC
    175 MAIN STREET
    HARTFORD,CT06106     		N/A PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 42,500
    CONNECTICUT STATE EMPLOYEES ASSOCIATION SEIU LOCAL 2001
    760 CAPITOL AVENUE
    HARTFORD,CT06106     		N/A PC GOAL 1: ENSURE ACCESS TO COVERAGE 31,250
    CORPORATION FOR SUPPORTIVE HOUSING
    61 BROADWAY SUITE 2300
    NEW YORK,CT10006     		N/A PC GENERAL SUPPORT 37,500
    CROSS STREET TRAINING & ACADEMIC CENTER
    440 WEST ST
    MIDDLETOWN,CT06457     		N/A PC GENERAL SUPPORT 15,000
    CROSS STREET TRAINING & ACADEMIC CENTER
    441 WEST ST
    MIDDLETOWN,CT06457     		N/A PC GOAL 1: ENSURE ACCESS TO COVERAGE 31,250
    CROSS STREET TRAINING & ACADEMIC CENTER
    442 WEST ST
    MIDDLETOWN,CT06457     		N/A PC DISCRETIONARY GRANT 10,000
    CROSS STREET TRAINING & ACADEMIC CENTER
    443 WEST ST
    MIDDLETOWN,CT06457     		N/A PC GENERAL SUPPORT 15,000
    CT STUDENTS FOR A DREAM
    2470 FAIRFIELD AVE
    BRIDGEPORT,CT06605     		N/A PC GOAL 1: ENSURE ACCESS TO COVERAGE 41,000
    FULL CITIZENS COALITION
    178 TEMPLE STREET
    NEW HAVEN,CT06511     		N/A PC DISCRETIONARY GRANT 10,000
    GRACE BAPTIST CHURCH INC
    65 KINGSBURY STREET
    WATERBURY,CT06702     		N/A PC GENERAL SUPPORT 15,000
    GREATER BRIDGEPORT AREA PREVENTION PROGRAM INC
    1470 BARNUM AVENUE
    BRIDGEPORT,CT06610     		N/A PC GENERAL SUPPORT 25,000
    GREATER BRIDGEPORT AREA PREVENTION PROGRAM INC
    1470 BARNUM AVENUE
    BRIDGEPORT,CT06610     		N/A PC GENERAL SUPPORT 15,000
    GRIFFIN HOSPITAL
    130 DIVISION STREET
    DERBY,CT06418     		N/A PC GENERAL SUPPORT 50,000
    HISPANIC HEALTH COUNCIL INC
    175 MAIN STREET
    HARTFORD,CT06106     		N/A PC DISCRETIONARY GRANT 15,000
    LATINAS & POWER CORP
    75 WEST AVE
    ESSEX,CT06426     		N/A PC DISCRETIONARY GRANT 25,000
    LAUREL HOUSE INC
    1616 WASHINGTON BLVD
    STAMFORD,CT06902     		N/A PC DISCRETIONARY GRANT 25,000
    LEDGE LIGHT HEALTH DISTRICT
    216 BROAD STREET
    NEW LONDON,CT06320     		N/A PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 10,000
    LEDGE LIGHT HEALTH DISTRICT
    216 BROAD STREET
    NEW LONDON,CT06320     		N/A PC DISCRETIONARY GRANT 10,000
    MAKE THE ROAD CT
    360 FARMINGTON AVE
    HARTFORD,CT06105     		N/A PC GOAL 1: ENSURE ACCESS TO COVERAGE 31,250
    NATIONAL ASSOCIATION OF HISPANIC NURSE
    65 SCOTT DRIVE
    BLOOMFIELD,CT06002     		N/A PC DISCRETIONARY GRANT 1,800
    NEW OPPORTUNITIES INC
    232 NORTH ELM STREET
    WATERBURY,CT06702     		N/A PC GENERAL SUPPORT 15,000
    NONPROFIT ACCOUNTABILITY GROUP
    190 OXFORD STREET
    HARTFORD,CT06105     		N/A PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 10,000
    PHILLIPS METROPOLITAN CHRISTIAN METHODIST EPISCOPAL CHURCH
    2500 MAIN STREET
    HARTFORD,CT06120     		N/A PC GENERAL SUPPORT 15,000
    POWERUP CT
    642 HILLIARD STREET 2ND FLOOR SUITE
    1205
    MANCHESTER,CT06040     		N/A PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 10,000
    POWERUP CT
    642 HILLIARD STREET 2ND FLOOR SUITE
    1205
    MANCHESTER,CT06040     		N/A PC DISCRETIONARY GRANT 10,000
    PT PARTNERS
    855 MAIN STREET 10TH FLOOR
    BRIDGEPORT,CT06604     		N/A PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 10,000
    REGIONAL DATA COOPERATIVE FOR GREATER NEW HAVEN INC
    1146 CHAPEL STREET SUITE 202
    NEW HAVEN,CT06511     		N/A PC DISCRETIONARY GRANT 25,000
    SVMC HOLDINGS INC
    2800 MAIN STREET
    BRIDGEPORT,CT06606     		N/A PC GENERAL SUPPORT 50,000
    THE CONNECTICUT ASSOCIATION OF SCHOOL BASED HEALTH CENTERS INC
    PO BOX 771
    NORTH HAVEN,CT06473     		N/A PC GENERAL SUPPORT 25,000
    THE LEGACY FOUNDATION OF HARTFORD INC
    1229 ALBANY AVE
    HARTFORD,CT06112     		N/A PC GENERAL SUPPORT 15,000
    UNIDAD LATINA EN ACCION
    37 HOWE STREET
    NEW HAVEN,CT06511     		N/A PC GOAL 5: STRENGTHEN ADVOCACY & LEADERSHIP 10,000
    UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED
    2390 ALUMNI DRIVE UNIT 3206
    STORRS,CT06269     		N/A PC DISCRETIONARY GRANT 20,000
    Total .................................bullet 3a 2,086,043
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 11,247,606  
    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) .. 0 12,051,645 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    12,051,645
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    CONNECTICUT HEALTH FOUNDATION INC
    EIN:
    06-1057387
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 40,010 16,004 0 24,006

    TY 2021 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 348 348
    TWO SIGMA ACTIVE EXTENSION U.S. ALL CAP EQUITY CAYMAN FUND, LTD. CLASS A1 - 3,915,623 3,915,623
    L L MORTGAGE FUND LP - 500000 SHS 582,569 582,569
    MASSAR MACRO DIRECTIONAL FUND, LTD. - 1300 SHS 1,314,617 1,314,617
    AC CARBON CAYMAN LP - 11173 SHS 1,050,169 1,050,169
    ABDIEL QUALIFIED OFFSHORE PARTNERS, LTD. CLASS A SERIES: 2013-11 - 299 SHS 2,004,264 2,004,264
    ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND (CAYMAN) LIMITED 2,934,414 2,934,414
    ARROWSTREET EMERGING MARKET TRUST FUND - B - 49332 SHS 4,948,298 4,948,298
    CEVIAN CAPITAL II LTD - CLASS A USD3-2015 APR - 6000 SHS 644,150 644,150
    CEVIAN CAPITAL II LTD - CLASS BUSD3-2018 APR - 4580 SHS 643,977 643,977
    CEVIAN CAPITAL II LTD - CLASS CUSD3-2018 APR - 4580 SHS 632,025 632,025
    CONSILIUM FRONTIER EQUITY FUND, LP - 1100000 SHS 1,685,161 1,685,161
    GQG PARTNERS EMERGING MARKETS EQUITY FUND - 823486 SHS 1,290,151 1,290,151
    HIMALAYA CAPITAL INVESTORS (OFFSHORE), L.P. - 1000000 SHS 1,272,666 1,272,666
    INTERNATIONAL RESEARCH EQUITY EXTENDED FUND, L.P. A-F/17424 FOUNDERS - 11002 1,595,610 1,595,610
    KABOUTER INTERNATIONAL OPPORTUNITIES FUND II, LLC - 713832 SHS 1,122,098 1,122,098
    LONDON - CA INTERNATIONAL EQUITY CEF FUND CAMBRIDGE SUB-SERIES - 240609 SHS 3,741,883 3,741,883
    ORBIS INSTITUTIONAL INTERNATIONAL EQUITY L.P., BASE RRF C-28 - 129199 SHS 2,164,083 2,164,083
    OVERLOOK PARTNERS FUND, LP - 504470 SHS 753,442 753,442
    RYDER COURT GLOBAL EMERGING MARKETS OPPORTUNITIES FUND (DST) - 80231 SHS 1,338,931 1,338,931
    TIGER GLOBAL LONG OPPORTUNITIES, LTD. CLASS A SUB-CLASS ONE - 10000 SHS 1,560,637 1,560,637
    TWO SIGMA CHINA CORE EQUITY CAYMAN FUND, LTD. CLASS A M - SERIES A - 240 SHS 590,996 590,996
    GARCIA HAMILTON & ASSOCIATES, L.P. - 1200000 SHS 1,201,571 1,201,571
    MAJ INVEST GLOBAL VALUES EQUITIES FUND - 3400000 SHS 3,993,066 3,993,066
    NS PARTNERS EMERGING MARKETS EQUITY FUND - 4750000 SHS 4,406,963 4,406,963
    WGI EMERGING MARKETS FUND, LLC - 15973 SHS 717,782 717,782
    ARIEL GLOBAL FUND-INST - 210303 SHS 3,715,755 3,715,755
    DFA EMERGING MRKTS VALUE - 49626 SHS 1,538,900 1,538,900
    DODGE & COX INTL STOCK FUND - 41022 SHS 1,937,810 1,937,810
    MFS INSTL INTL EQUITY FUND - 62591 SHS 2,093,678 2,093,678
    SANDS CAP GLOBAL GROWTH-INS - 49951 SHS 1,902,149 1,902,149
    CANADIAN PACIFIC RAILWAY LTD - 1076 SHS 77,407 77,407
    STELLANTIS NV - 2592 SHS 48,626 48,626
    AIA GROUP LTD-SP ADR - 947 SHS 38,187 38,187
    AIR LIQUIDE-UNSPONSORED ADR - 949 SHS 33,092 33,092
    AKZO NOBEL NV-SPON ADR - 862 SHS 31,670 31,670
    AMADEUS IT GROUP-UNSP ADR - 881 SHS 59,661 59,661
    ASSA ABLOY AB - UNSP ADR - 1741 - SHS 26,585 26,585
    ASML HOLDING NV-NY REG SHS - 73 SHS 58,118 58,118
    ASTRAZENECA PLC-SPONS ADR - 1550 SHS 90,288 90,288
    ALIBABA GROUP HOLDING-SP ADR - 148 SHS 17,581 17,581
    CIE FINANCIERE RICH-UNSP ADR - 3675 SHS 54,941 54,941
    COVESTRO AG-SPONSORED ADR - 635 SHS 19,622 19,622
    DASSAULT SYSTEMES S-SPON ADR - 757 SHS 45,178 45,178
    DAITO TRUST CONS-SPN ADR - 854 SHS 24,535 24,535
    EQUINOR ASA-SPON ADR - 1659 SHS 43,681 43,681
    FANUC CORP-UNSP ADR - 2551 SHS 54,311 54,311
    HDFC BANK LTD-ADR - 641 SHS 41,710 41,710
    HOYA CORP-SPONSORED ADR - 406 SHS 60,725 60,725
    ORIX - SPONSORED ADR - 502 SHS 51,094 51,094
    JULIUS BAER GROUP LTD-UN ADR - 1162 SHS 15,472 15,472
    KUEHNE & NAGEL INTL-UNSP ADR - 932 SHS 58,940 58,940
    LONDON STOCK EXCHG-UNSP ADR - 2696 SHS 63,599 63,599
    LOREAL-UNSPONSORED ADR - 749 SHS 71,470 71,470
    LASERTEC CORP - ADR UNSP - 539 SHS 33,025 33,025
    LVMH MOET HENNESSY-UNSP ADR - 391 SHS 64,711 64,711
    MACQUARIE GROUP LTD-ADR - 240 SHS 36,026 36,026
    MURATA MANUFACTUR-UNSPON ADR - 2165 SHS 43,192 43,192
    MTU AERO ENGINES-UNSPON ADR - 370 SHS 37,555 37,555
    NEXI SPA - UNSP ADR - 3259 SHS 50,906 50,906
    NESTLE SA-SPONS ADR - 599 SHS 84,082 84,082
    NOVO-NORDISK A/S-SPONS ADR - 180 SHS 20,160 20,160
    ORPEA-UNSPONSORED ADR - 981 SHS 19,658 19,658
    PING AN INSURANCE-ADR - 1417 SHS 20,320 20,320
    KERING-UNSPONSORED ADR - 992 SHS 79,866 79,866
    ROCHE HOLDINGS LTD-SPONS ADR - 679 SHS 35,098 35,098
    SAP SE-SPONSORED ADR - 657 SHS 92,052 92,052
    SAMPO OYJ-A SHS-UNSP ADR - 1578 SHS 39,576 39,576
    STANDARD CHARTERED- UNSP ADR - 3910 SHS 48,132 48,132
    SIKA AG-BR-ADR - 697 SHS 28,967 28,967
    THALES SA - UNSP ADR - 2153 SHS 37,181 37,181
    TOYOTA MOTOR CORP -SPON ADR - 204 SHS 37,801 37,801
    ISHARES MSCI ACWI ETF - 5473 SHS 578,934 578,934
    ISHARES MSCI EMERGING MARKET - 31135 SHS 1,520,945 1,520,945
    ISHARES CORE MSCI EAFE ETF - 6867 SHS 512,553 512,553

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    CONNECTICUT HEALTH FOUNDATION INC
    EIN:
    06-1057387
    US Government Securities - End of Year Book Value:

    6,111,624
    US Government Securities - End of Year Fair Market Value:

    6,111,624
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    CONNECTICUT HEALTH FOUNDATION INC
    EIN:
    06-1057387
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALPHADYNE INTERNATIONAL FUND, LTD. CLASS 5 A USD SERIES 1 - 934 SHS FMV 1,128,387 1,128,387
    ALUA OFFSHORE FUND LTD.CLASS A SERIES 1 - 1291 SHS FMV 1,286,538 1,286,538
    ALUA OFFSHORE FUND LTD.CLASS S SERIES 2 - 3 SHS FMV 3,143 3,143
    ALUA OFFSHORE FUND LTD.CLASS S SERIES 3 - 6 SHS FMV 6,220 6,220
    THE CHILDREN'S INVESTMENT FUND CLASS H1 USD NEW ISSUES 14-122986-000060- 100 FMV 1,707,500 1,707,500
    DAVIDSON KEMPNER INTERNATIONAL (BVI) LTD - CLASS C TRANCHE 3 - 01JAN22 - 104 FMV 1,495,494 1,495,494
    EMSO SAGUARO LTD - CLASS A - FEE GROUP 5 - SERIES 02-19 - 100 SHS FMV 1,094,234 1,094,234
    EMSO SAGUARO LTD - CLASS A - FEE GROUP 5 - SERIES 09-2021 - 30 SHS FMV 294,327 294,327
    P/E GLOBAL LLC - GLOBAL STRATEGY LLC - 873 SHS FMV 1,418,690 1,418,690
    HG VORA SPECIAL OPPORTUNITIES FUND, LTD. CLASS A, SUB CLASS 1-ILG-0921 - 300 FMV 298,147 298,147
    HG VORA SPECIAL OPPORTUNITIES FUND, LTD. CLASS A, SUB CLASS 1-ILG-INITIAL - FMV 1,400,009 1,400,009
    HOLLIS PARK OPPORTUNITIES FUND LTD. CLASS A SUB-CLASS 1 - 836 SHS FMV 863,588 863,588
    HOLLIS PARK OPPORTUNITIES FUND LTD. CLASS A SUB-CLASS 2 - 1768 SHS FMV 1,469,013 1,469,013
    HUDSON BAY INTERNATIONAL FUND LTD. A-UR414-1 - 1000 SHS FMV 1,408,159 1,408,159
    HUDSON BAY INTERNATIONAL FUND LTD. A-UR414-2 - 300 SHS FMV 298,018 298,018
    KYLIN OFFSHORE FUND LTD SIDE POCKET CLASS S5 SERIES 1 FMV 11 11
    LAURION CAPITAL LTD. CLASS A INITIAL - 185 SHS FMV 1,362,722 1,362,722
    LAURION CAPITAL LTD. CLASS A 21-04 - 0.02 SHS FMV 15 15
    NAYA FUND CLASS C SERIES 1 JAN 2013 UNRESTRICTED CA - 8027 SHS FMV 2,171,079 2,171,079
    NITORUM OFFSHORE FUND, LTD. CLASS A ELIGIBLE SERIES 1 - 787 SHS FMV 1,088,465 1,088,465
    PALESTRA CAPITAL OFFSHORE FUND, LTD. CLASS A SUB-CLASS 6 SERIES INITIAL - 61 FMV 1,253,151 1,253,151
    RENAISSANCE INSTITUTIONAL EQUITIES FUND LLC - SERIES BB - 1300000 SHS FMV 1,811,625 1,811,625
    ROSE GROVE OFFSHORE FUND I, LTD CLASS A NEW ISSUE SERIES 0109 - 509 SHS FMV 1,145,860 1,145,860
    ROSE GROVE OFFSHORE FUND I, LTD CLASS A NEW ISSUE SERIES 1221 - 300 SHS FMV 300,617 300,617
    ROYSTONE CAPITAL OFFSHORE FUND LTD. CLASS A - CAM - LA/MAR - 18 - 7 SHS FMV 8,330 8,330
    ROYSTONE CAPITAL OFFSHORE FUND LTD. CLASS A - CAM - LA/AUG - 13 - 8 SHS FMV 12,418 12,418
    SCULPTOR OVERSEAS FUND II, LTD. - 39 SHS FMV 49,323 49,323
    VALINOR CAPITAL PARTNERS OFFSHORE, LTD. LV-CK-1B\I000044288 - 2 SHS FMV 4,732 4,732
    VARADERO INTERNATIONAL, LTD. CLASS A-1 - SERIES 0318 - 1000 SHS FMV 1,215,250 1,215,250
    VARADERO INTERNATIONAL, LTD. CLASS A-1 - SERIES INITIAL - 706 SHS FMV 2,120,191 2,120,191
    VOLORIDGE FUND, LTD. - CLASS B - SERIES 10/2021 - 500 SHS FMV 517,734 517,734
    VOLORIDGE FUND, LTD. - CLASS B - SERIES INITIAL - 706 SHS FMV 1,069,048 1,069,048
    YIHENG CAPITAL OFFSHORE PARTNERS, LTD. CLASS A - 1000 SHS FMV 1,124,114 1,124,114
    ASF VI L.P.- 7 SHS FMV 242,839 242,839
    ASF VII L.P.- 241379 SHS FMV 671,585 671,585
    AVANCE INVESTMENT PARTNERS AIV LP - 159608 SHS FMV 168,716 168,716
    BLUE DELTA CAPITAL FUND II, LP - 587315 SHS FMV 664,693 664,693
    CARMEL PARTNERS INVESTMENT FUND V, L.P.- 351338 SHS FMV 1,052,529 1,052,529
    GREENSPRING GLOBAL PARTNERS VI, L.P.- 1657850 SHS FMV 8,541,553 8,541,553
    GREENSPRING GLOBAL PARTNERS VII-B, L.P.- 1322523 SHS FMV 3,497,719 3,497,719
    HOSEN PRIVATE EQUITY III, L.P.- 216528 SHS FMV 280,441 280,441
    HULL STREET ENERGY PARTNERS I-A, LP - LIMITED PARTNERS - 543605 SHS FMV 730,380 730,380
    KHP STRATEGIC 9 LP - 1 SHS FMV 290,562 290,562
    KLINE HILL PARTNERS FUND LP - 299043 SHS FMV 1,052,529 1,052,529
    KLINE HILL PARTNERS OFFSHORE FUND II LP - 646645 SHS FMV 1,377,928 1,377,928
    KLINE HILL PARTNERS OFFSHORE FUND III LP - 637021 SHS FMV 1,328,759 1,328,759
    KLINE HILL PARTNERS OPPORTUNITY OFFSHORE FUND III LP - 180530 SHS FMV 403,204 403,204
    LIME ROCK PARTNERS IV AF, L.P.- 401156 SHS FMV 585,309 585,309
    PAG CA PARTNERS LP - 572430 SHS FMV 1,053,940 1,053,940
    PELICAN ENERGY PARTNERS II LP - 814407 SHS FMV 1,105,258 1,105,258
    PELICAN ENERGY PARTNERS III LP - 500680 SHS FMV 414,967 414,967
    POMONA CAPITAL VIII, L.P.-1 SHS FMV 159,669 159,669
    RRG GLOBAL PARTNERS FUND - 412961 SHS FMV 554,242 554,242
    SIRIS PARTNERS IV, L.P.- 452129 SHS FMV 710,435 710,435
    SUNRISE CAPITAL IV, L.P. - 274043 SHS FMV 231,725 231,725
    SUSTAINABLE ASSET FUND II, LP - 427261 SHS FMV 610,577 610,577
    TELEGRAPH HILL PARTNERS III, L.P. - 822110 SHS FMV 1,000,066 1,000,066
    TELEGRAPH HILL PARTNERS IV, L.P. - 454125 SHS FMV 1,263,701 1,263,701
    VOLITION CAPITAL FUND III, L.P. - 680207 SHS FMV 1,346,073 1,346,073
    VOLITION CAPITAL FUND IV, L.P. - 349800 SHS FMV 395,755 395,755
    VOLITION CAPITAL SELECT FUND I, L.P. - 101640 SHS FMV 121,426 121,426
    W CAPITAL PARTNERS IV-A, L.P. - 324733 SHS FMV 578,760 578,760
    W CAPITAL PARTNERS V-A, L.P. - 92036 SHS FMV 236,670 236,670

    TY 2021 LegalFeesSchedule
    Name:
    CONNECTICUT HEALTH FOUNDATION INC
    EIN:
    06-1057387
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 12,249 0 0 12,249


    TY 2021 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 8,251 532 0 0
    TELEPHONE AND IT 29,109 0 0 0
    RENTAL EQUIPMENT 9,432 0 0 0
    BOARD EXPENSES 137,945 12,994 0 124,951
    DUES AND SUBSCRIPTIONS 3,334 0 0 3,334
    INSURANCE 24,686 0 0 24,686
    PROGRAM INITIATIVES 906,849 0 0 906,849
    OTHER CONTRIBUTIONS 43,795 0 0 43,795
    POSTAGE 1,834 0 0 1,834
    OTHER 45,391 0 0 142,180
    HR HANDBOOK 8,671 0 0 8,671


    TY 2021 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 0 0 0
    SHAREHOLDER SETTLEMENT INCOME 265 265 0
    PARTNERSHIP INVESTMENT INCOME   381,877  


    TY 2021 OtherIncreasesSchedule
    Name:
    CONNECTICUT HEALTH FOUNDATION INC
    EIN:
    06-1057387
    Description Amount
    UNREALIZED GAINS 7,376,547


    TY 2021 OtherLiabilitiesSchedule
    Name:
    CONNECTICUT HEALTH FOUNDATION INC
    EIN:
    06-1057387
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAX LIABILITY 393,000 471,000


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    CONNECTICUT HEALTH FOUNDATION INC
    EIN:
    06-1057387
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 167,884 16,813 0 151,071
    INVESTMENT FEES 396,162 396,162 0 0
    EXPENSES ALLOCATED TO FORM 990-T 0 -38,645 0 0


    TY 2021 TaxesSchedule
    Name:
    CONNECTICUT HEALTH FOUNDATION INC
    EIN:
    06-1057387
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 257,549 0 0 0
    FOREIGN TAXES 0 85,624 0 0