Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
NEWALLIANCE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)195 CHURCH STREET 7TH FLOOR
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW HAVEN, CT065102009
A Employer identification number

56-2453619
B Telephone number (see instructions)

(203) 859-6555
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$30,587,601
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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 479,293 479,293  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 307,999
b Gross sales price for all assets on line 6a 1,478,336
7 Capital gain net income (from Part IV, line 2)... 307,999
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).......      
12 Total. Add lines 1 through 11........ 787,292 787,292  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 161,337 0   161,337
14 Other employee salaries and wages...... 140,927 0   143,794
15 Pension plans, employee benefits....... 49,552 0   58,789
16a Legal fees (attach schedule)......... 561 0   837
b Accounting fees (attach schedule)....... 36,598 0   36,498
c Other professional fees (attach schedule).... 331,852 307,175   11,527
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 6,673 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 33,696 0   34,535
21 Travel, conferences, and meetings....... 20,682 0   20,561
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 70,691 0   72,430
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 852,569 307,175   540,308
25 Contributions, gifts, grants paid....... 999,500 992,750
26 Total expenses and disbursements. Add lines 24 and 25 1,852,069 307,175   1,533,058
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,064,777
b Net investment income (if negative, enter -0-) 480,117
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 191,476 276,450 276,450
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 25,709 12,117 12,117
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 28,092,676 Click to see attachment
List of Attached Documents:
// Content
30,297,584
30,297,584
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,450
Click to see attachment
List of Attached Documents:
// Content
1,450
Click to see attachment
List of Attached Documents:
// Content
1,450
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 28,311,311 30,587,601 30,587,601
Liabilities 17 Accounts payable and accrued expenses.......... 43,810 35,305
18 Grants payable................. 7,500 14,250
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
26,000
Click to see attachment
List of Attached Documents:
// Content
46,000
23 Total liabilities (add lines 17 through 22)......... 77,310 95,555
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 28,234,001 30,492,046
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 28,234,001 30,492,046
30 Total liabilities and net assets/fund balances (see instructions). 28,311,311 30,587,601
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
28,234,001
2
Enter amount from Part I, line 27a .....................
2
-1,064,777
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,342,822
4
Add lines 1, 2, and 3 ..........................
4
30,512,046
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
20,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
30,492,046
Form 990-PF (2023)
Form 990-PF (2023)
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 THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN P    
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 1,478,336   1,512,587 -34,251
b       342,250
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       -34,251
b       342,250
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 2 307,999
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  
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 right arrow 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) 1 6,674
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 6,674
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 6,674
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 16,718
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 16,718
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 10,044
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow10,044 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowCT
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowWWW.NEWALLIANCEFOUNDATION.ORG
14
The books are in care ofright arrowACCOUNTING RESOURCES INC Telephone no.right arrow (860) 659-3955

Located atright arrow100 WESTERN BOULEVARDGLASTONBURYCT ZIP+4right arrow060334360
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
ROBERT J LYONS JR DIRECTOR, CHAIR
1.00
0 0 0
195 CHURCH STREET 7TH FLOOR
NEW HAVEN,CT065102009
ALEXIS H SMITH DIRECTOR, VICE CHAIR
1.00
0 0 0
195 CHURCH STREET 7TH FLOOR
NEW HAVEN,CT065102009
PAUL A MCCRAVEN DIRECTOR, SECRETARY, TREASURER
1.00
0 0 0
195 CHURCH STREET 7TH FLOOR
NEW HAVEN,CT065102009
FRED ACQUAVITA DIRECTOR
1.00
0 0 0
195 CHURCH STREET 7TH FLOOR
NEW HAVEN,CT065102009
MICHAEL T ANGELINI DIRECTOR
1.00
0 0 0
195 CHURCH STREET 7TH FLOOR
NEW HAVEN,CT065102009
MARJORIE BUSSMANN GILLIS ED D DIRECTOR
1.00
0 0 0
195 CHURCH STREET 7TH FLOOR
NEW HAVEN,CT065102009
D ANTHONY GUGLIELMO DIRECTOR
1.00
0 0 0
195 CHURCH STREET 7TH FLOOR
NEW HAVEN,CT065102009
DR DORSEY L KENDRICK DIRECTOR
1.00
0 0 0
195 CHURCH STREET 7TH FLOOR
NEW HAVEN,CT065102009
DAVID I NEWTON DIRECTOR
1.00
0 0 0
195 CHURCH STREET 7TH FLOOR
NEW HAVEN,CT065102009
FAHD VAHIDY DIRECTOR
1.00
0 0 0
195 CHURCH STREET 7TH FLOOR
NEW HAVEN,CT065102009
MARTA E MORET MPH DIRECTOR (THRU 5/8/23)
1.00
0 0 0
195 CHURCH STREET 7TH FLOOR
NEW HAVEN,CT065102009
DIANE L WISHNAFSKI DIRECTOR (THRU 5/8/23)
1.00
0 0 0
195 CHURCH STREET 7TH FLOOR
NEW HAVEN,CT065102009
MARYANN OTT EXECUTIVE DIRECTOR
40.00
161,337 26,660 0
195 CHURCH STREET 7TH FLOOR
NEW HAVEN,CT065102009
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
LAKISHA Q JORDAN DIRECTOR OF PROGRAMS
40.00
98,192 4,461 0
195 CHURCH STREET 7TH FLOOR
NEW HAVEN,CT065102009
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN INVESTMENT MANAGEMENT AND ADVISORY 272,518
70 AUDUBON STREET
NEW HAVEN,CT065101248
Total number of others receiving over $50,000 for professional services.............right arrow0
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 READY FOR THE GRADE - NEWALLIANCE FOUNDATION ESTABLISHED READY FOR THE GRADE, A PARTNERSHIP WITH PUBLIC LIBRARIES IN THE FOUNDATION'S SERVICE AREA TO REDUCE THE LOSS IN READING ABILITY LOW-INCOME CHILDREN GRADES K-3 EXPERIENCE DURING THE SUMMER. IN 2023, 5 LIBRARIES PARTICIPATED IN THE PROGRAM, SERVING 135 STUDENTS. ALL BUT THREE STUDENTS MAINTAINED OR IMPROVED READING LEVELS OVER THE COURSE OF THE SUMMER. STAFF OF THE LIBRARIES CONVENE TWICE A YEAR TO REPORT THE STATUS OF THE PROGRAM AND SHARE SUCCESSES AND CHALLENGES. AN INDEPENDENT EVALUATOR COLLECTS DATA, MEASURES IMPACT, OBSERVES EACH PROGRAM IN OPERATION, AND PUBLISHES A WRITTEN REPORT TO DOCUMENT FINDINGS. NEWALLIANCE FOUNDATION STAFF ALSO VISIT EACH SITE. THE INTENTION IS FOR STUDENTS TO ENTER SCHOOL IN SEPTEMBER READY TO LEARN, SOLID IN THEIR RETAINED READING SKILLS, AND WITH THE SAME LITERACY ADVANTAGES AS THEIR NON-LOW-INCOME PEERS. 54,676
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
29,083,263
b
Average of monthly cash balances.......................
1b
289,912
c
Fair market value of all other assets (see instructions)................
1c
1,450
d
Total (add lines 1a, b, and c).........................
1d
29,374,625
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
29,374,625
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
440,619
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
28,934,006
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,446,700
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
1,446,700
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
6,674
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,674
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,440,026
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,440,026
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
1,440,026
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
1,533,058
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
1,533,058
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,440,026
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 59,620
c From 2020...... 64,142
d From 2021...... 62,131
e From 2022...... 217,164
f Total of lines 3a through e ........ 403,057
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,533,058
a Applied to 2022, 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 2023 distributable amount..... 1,440,026
e Remaining amount distributed out of corpus 93,032
5 Excess distributions carryover applied to 2023. 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 5 496,089
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
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 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
496,089
10 Analysis of line 9:
a Excess from 2019.... 59,620
b Excess from 2020.... 64,142
c Excess from 2021.... 62,131
d Excess from 2022.... 217,164
e Excess from 2023.... 93,032
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MARYANN OTT
195 CHURCH STREET 7TH FLOOR
NEW HAVEN,CT065102009
(203) 859-6555
MOTT@NEWALLIANCEFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
ELIGIBILITY REQUIREMENTS, GUIDELINES, FUNDING PRIORITIES, APPLICATION DEADLINES AND APPLICATION FORMS ARE AVAILABLE ON THE FOUNDATION'S WEBSITE AT WWW.NEWALLIANCEFOUNDATION.ORG UNDER "APPLYING FOR A GRANT".
cAny submission deadlines:
PLEASE REFER TO OUR WEBSITE WWW.NEWALLIANCEFOUNDATION.ORG UNDER "APPLYING FOR A GRANT".
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE AWARDED TO ESTABLISHED NOT-FOR-PROFIT ORGANIZATIONS, CLASSIFIED AS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. FOR ADDITIONAL RESTRICTIONS OR LIMITATION PLEASE REFER TO OUR WEBSITE WWW.NEWALLIANCEFOUNDATION.ORG UNDER "APPLYING FOR A GRANT".
Form 990-PF (2023)
Form 990-PF (2023)
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

10SELDEN

10 SELDEN STREET
WOODBRIDGE,CT06525
N/A PC TO SUPPORT PERFORMING AND VISUAL ARTS PROGRAMS WITH THE PURPOSE OF REACHING A BROAD AND DIVERSE AUDIENCE, ENGAGE UNDERSERVED POPULATIONS AND EXPAND PARTICIPATION IN ARTS PROGRAMMING. 3,000

AGENCY ON AGING

117 WASHINGTON AVENUE SUITE 17
NORTH HAVEN,CT06525
N/A PC TO SUPPORT EXPERIENCE CORPS' INTER-GENERATIONAL VOLUNTEER READING TUTORING PROGRAM HELPING YOUNG CHILDREN IN HIGH NEEDS COMMUNITIES IN NEW HAVEN, NORTH HAVEN, AND HAMDEN TO ACHIEVE GRADE-LEVEL LITERACY. 7,500

ALBERTUS MAGNUS COLLEGE

700 PROSPECT STREET
NEW HAVEN,CT06511
N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 2,000

ALBERTUS MAGNUS

700 PROSPECT STREET
NEW HAVEN,CT06511
N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 2,000

ALL OUR KIN

153 EAST 3RD STREET
NEW HAVEN,CT06511
N/A PC TO SUPPORT FAMILY CHILD CARE EDUCATORS IN NEW HAVEN BY PROVIDING THE RESOURCES, TRAINING, AND SUPPORT THEY DESERVE TO CREATE HIGH-QUALITY, SUSTAINABLE FAMILY CHILD CARE PROGRAMS. AS A RESULT, CHILDREN WILL RECEIVE THE ENRICHING EARLY LEARNING EXPERIENCES THAT LAY THE GROUNDWORK FOR SUCCESS. 5,000

AMISTAD ACADEMY

370 JAMES STREET
NEW HAVEN,CT06513
N/A PC TO PROVIDE SUPPORT FOR OPERATIONS OF ACHIEVEMENT-GAP-CLOSING, COLLEGE-PREPARATORY, K-12 EDUCATIONAL PROGRAM. 7,500

APOSTLE IMMIGRANT SERVICES

115 BLATCHLEY AVENUE
NEW HAVEN,CT06513
N/A PC TO SUPPORT ASSISTANCE TO IMMIGRANTS IN OBTAINING BASIC NEEDS THROUGH IMMIGRATION LEGAL SERVICES AND FOOD DISTRIBUTION. 5,000

ARTS COUNCIL OF GREATER NEW HAVEN

70 AUDUBON STREET
NEW HAVEN,CT06510
N/A PC TO DEEPEN ANTI-RACISM AND CULTURAL EQUITY PRACTICES; EQUITABLY DISTRIBUTE RESOURCES; AND IMPROVE MARKETING AND COMMUNICATIONS. 5,500

ARTS FOR LEARNING CT

1 EVERGREEN AVENUE
HAMDEN,CT06518
N/A PC TO SUPPORT THE CONTINUATION OF HIGHER ORDER THINKING (HOT) SCHOOLS AT CHURCH STREET ELEMENTARY SCHOOL IN HAMDEN. 5,000

ARTSPACE

50 ORANGE STREET
NEW HAVEN,CT06510
N/A PC TO SUPPORT EXHIBITIONS AND PROGRAMS OF LIVING ARTISTS IN NEW HAVEN. 10,000

AUDUBON CT

613 RIVERSVILLE ROAD
FAIRFIELD,CT06831
N/A PC TO SUPPORT PROGRAM WHICH EMPLOYS LOW-INCOME PUBLIC HIGH SCHOOL STUDENTS IN STEM EDUCATION AND JOB SKILL BUILDING WHILE INTRODUCING THEM TO CAREERS IN CONSERVATION. STUDENTS RECEIVE HANDS-ON TRAINING IN COASTAL ECOLOGY AND STEWARDSHIP, PUBLIC OUTREACH, AND JOB PREPAREDNESS, BECOME OFFICIAL WILDLIFE MONITORS AT SANDY POINT IN WEST HAVEN. 5,000

BEULAH HEIGHTS CHURCH

782 ORCHARD STREET
NEW HAVEN,CT06511
N/A PC TO EXPAND MARKETING AND ADVERTISING PLATFORM AND UPDATE CURRENT TECHNOLOGICAL SYSTEM. 5,000

BOOKER T WASHINGTON ACADEMY

804 STATE STREET
NEW HAVEN,CT06511
N/A PC TO SUPPORT THE DIFFERENTIATED NEEDS OF K-4 LEARNERS IN THE ACQUISITION OF EARLY LITERACY SKILLS WHICH ARE ALIGNED WITH THE SCIENCE OF READING IN THE FORM OF PROFESSIONAL DEVELOPMENT AND INSTRUCTIONAL SUPPORTS FOR TEACHERS. 25,000

BOUNDLESS LITERACY

21 MIDDLE ROAD
HAMDEN,CT06517
N/A PC TO SUPPORT THE ORGANIZATIONS EXPANSION TO SERVE MORE CHILDREN, BOUNDLESS LITERACY IS REQUESTING A GRANT TO HELP WITH OPERATING EXPENDITURES FOR THE 2023- 2024 FISCAL YEAR. 12,500

BOUNDLESS LITERACY

21 MIDDLE ROAD
HAMDEN,CT06517
N/A PC TO SUPPORT THE ORGANIZATIONS EXPANSION TO SERVE MORE CHILDREN, BOUNDLESS LITERACY IS REQUESTING A GRANT TO HELP WITH OPERATING EXPENDITURES FOR THE 2023- 2024 FISCAL YEAR. 2,000

BOYS & GIRLS VILLAGE

528 WHEELERS FARMS ROAD
MILFORD,CT06461
N/A PC TO SUPPORT ITS REUNIFICATION AND THERAPEUTIC FAMILY TIME (RTFT) AND QUALITY PARENTING CENTER (QPC) PROGRAMS WHICH PROVIDE SUPERVISION, SUPPORT, EDUCATION, AND CONFIDENCE BUILDING FOR PARENTS AND CHILDREN WHO HAVE BEEN SEPARATED OR ARE AT RISK OF BEING SEPARATED. 5,000

CAPA SHUBERT THEATRE

247 COLLEGE STREET
NEW HAVEN,CT06510
N/A PC TO SUPPORT EFFORTS TO REACH A BROAD AND DIVERSE AUDIENCE, ENGAGE UNDERSERVED POPULATIONS, AND/OR EXPAND PARTICIPATION IN ARTS PROGRAMMING. 12,500

CAREER RESOURCES

1000 LAFAYETTE BOULEVARD
BRIDGEPORT,CT06604
N/A PC TO PROVIDE JOB READINESS TRAINING, JOB PLACEMENT SUPPORT, AND CASE MANAGEMENT SERVICES FOR RESIDENTS OF THE GREATER NEW HAVEN AREA THAT FACE SIGNIFICANT BARRIERS TO EMPLOYMENT. 5,000

CENTER FOR CHILDREN'S ADVOCACY

65 ELIZABETH STREET
HARTFORD,CT06105
N/A PC TO IDENTIFY INDIGENT CHILDREN WITH DISABILITIES OR CHRONIC PHYSICAL OR MENTAL HEALTH CONDITIONS WHO ARE NOT RECEIVING THE PREVENTION, INTERVENTION AND BASIC NEEDS SERVICES THEY ARE ENTITLED TO, AND PROVIDE LEGAL SERVICES TO ENSURE THE CHILDREN ACCESS APPROPRIATE SERVICES. 2,000

CITYSEED

315 FRONT STREET
NEW HAVEN,CT06513
N/A PC TO SUPPORT CITYSEED IN BUILDING INTERNAL CAPACITY AND RESOURCES, LAUNCHING NEW PHASES OF EXISTING PROGRAMS, AND CENTERING EQUITY THROUGHOUT THE ORGANIZATION IN ORDER TO FURTHER MISSION OF GROWING AN EQUITABLE LOCAL FOOD SYSTEM IN NEW HAVEN AND BEYOND. 15,000

COLLAB INCORPORATED

PO BOX 38
NEW HAVEN,CT06513
N/A PC TO SUPPORT TWO COHORTS OF THE 12-WEEK ACCELERATOR PROGRAM, SERVING 30-40 ENTREPRENEURS AND TO DEEPEN THE SERVICES PROVIDED TO POST-PROGRAM GRADUATES. 7,500

COLLECTIVE CONSCIOUSNESS THEATRE

140 ROYDON ROAD
NEW HAVEN,CT06511
N/A PC TO SUPPORT THE SPRING 2023 PRODUCTION. 5,000

COLUMBUS HOUSE

586 ELLA T GRASSO BOULEVARD
NEW HAVEN,CT06519
N/A PC TO SUPPORT COLUMBUS HOUSES NEW HAVEN SHELTER ON ELLA T. GRASSO BOULEVARD WHICH PROVIDES 83 BEDS, BASIC NEEDS, AND CASE MANAGEMENT SERVICES FOR ADULT MEN AND WOMEN 365 DAYS PER YEAR. 20,000

COMMUNITY FOUNDATION FOR GREATER NEW HAVEN

70 AUDUBON STREET
NEW HAVEN,CT06510
N/A PC FUNDS WILL MATCH DONATIONS RAISED BY LITERACY ORGANIZATIONS AND LITERACY PROGRAMS PARTICIPATING IN THE GREAT GIVE 2023. 10,000

CONNECTICUT FOUNDATION FOR DENTAL OUTREACH

835 WEST QUEEN STREET
SOUTHINGTON,CT06489
N/A PC TO SUPPORT A FIRST COME, FIRST SERVE, TWO-DAY DENTAL CLINIC TAKING PLACE ON OCTOBER 27-28 AT THE FLOYD LITTLE ATHLETIC CENTER IN NEW HAVEN. FUNDING WILL BE USED FOR VOLUNTEER AND PATIENT SUPPORT INCLUDING DENTAL SUPPLIES AND EQUIPMENT, PROMOTIONS, FOOD, TRANSPORTATION/LODGING, ETC. 5,000

CORNELL SCOTT-HILL HEALTH

400 COLUMBUS AVENUE
NEW HAVEN,CT06519
N/A PC TO PROVIDE PARTICIPANTS WITH OPPORTUNITIES TO CHANNEL THEIR EMOTIONS AND THOUGHTS INTO THEIR CREATIVE WORK. 10,000

COVENANT SOUP KITCHEN

220 VALLEY STREET
WILLIMANTIC,CT06226
N/A PC TO PROVIDE NUTRITIOUS FOOD TO THOUSANDS OF PEOPLE STRUGGLING WITH HUNGER AND FOOD INSECURITY DUE TO POVERTY, UNDEREMPLOYMENT, UNEMPLOYMENT, ILLNESS, HOMELESSNESS AND OTHER CHALLENGES WHICH CREATE BARRIERS TO GOOD HEALTH AND ECONOMIC SECURITY. 5,000

CREATIVE HEARTS

70 AUDUBON STREET
NEW HAVEN,CT06510
N/A PC TO PROVIDE PARTICIPANTS WITH OPPORTUNITIES TO CHANNEL THEIR EMOTIONS AND THOUGHTS INTO THEIR CREATIVE WORK. 6,000

CT AUDUBON SOCIETY

314 UNQUOWA ROAD
FAIRFIELD,CT06824
N/A PC TO SUPPORT DELIVERY OF THE CONNECTICUT AUDUBON SOCIETY'S FLAGSHIP STEM-BASED SCIENCE IN NATURE EXPERIENTIAL OUTDOOR LEARNING PROGRAM IN 2023-2024, WITH GRANT FUNDS RESTRICTED TO DELIVERING THIS PROGRAM TO STUDENTS, AND THEIR TEACHERS, OF PUTNAM ELEMENTARY SCHOOL. 4,175

CT CENTER FOR ARTS AND TECHNOLOGY

4 SCIENCE PARK
NEW HAVEN,CT06511
N/A PC TO SUPPORT GENERAL OPERATING AND ADULT CAREER TRAINING PROGRAMS AT CONNCAT BY PROVIDING MARKET DRIVEN TRAINING THAT PREPARES ADULTS FOR EMPLOYMENT. MOREOVER, CONNCAT HAS AN ACUTE FOCUS ON FACILITATING RIGOR, HOPE AND DIGNITY WHILE INTENTIONALLY BUILDING COMMUNITY. TO PROVIDE A SAFE SPACE FOR YOUTH. 15,000

CT COURT APPOINTED SPECIAL ADVOCATES

157 CHURCH STREET
NEW HAVEN,CT06510
N/A PC TO PROVIDE STAFFING SUPPORT FOR THE NEW HAVEN PROGRAM. 10,000

CT STORYTELLING CENTER

270 MOHEGAN AVENUE
NEW LONDON,CT06320
N/A PC TO SUPPORT LITERACY PROGRAMMING IN KINDERGARTEN AND FIRST GRADES AT OCONNELL SCHOOL, AND PRESCHOOL AT THE EARLY CHILDHOOD LEARNING CENTER AT HOCKANUM SCHOOL IN EAST HARTFORD. THE ARTS ARE USED TO IMPROVE LISTENING, SPEAKING, AND VISUALIZING SKILLS, THE FIRST THREE COMPONENTS OF LITERACY. 10,000

DATAHAVEN

1146 CHAPEL STREET
NEW HAVEN,CT06511
N/A PC TO SUPPORT DATAHAVEN'S COMMUNITY WELLBEING INDEX, A COMPREHENSIVE COMMUNITY-DRIVEN PROGRAM THAT CONTRIBUTES TO THE VITALITY, ECONOMIC HEALTH AND THE WELL-BEING OF EVERY SECTOR BY PROVIDING A UNIQUE SOURCE OF LOCAL INFORMATION ABOUT THE REGION AND INDIVIDUAL NEIGHBORHOODS AND TOWNS WITHIN. 3,000

ELENA'S LIGHT

81 PATTEN ROAD
NORTH HAVEN,CT06473
N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 2,500

ELM CITY COLLEGE PREPARATORY SCHOOL

370 JAMES STREET
NEW HAVEN,CT06513
N/A PC TO SUSTAIN OPERATIONS OF ACHIEVEMENT-GAP-CLOSING, COLLEGE-PREPARATORY, K-12 EDUCATIONAL PROGRAM. 7,500

ELM CITY INTERNATIONALS

360 FOUNTAIN STREET
NEW HAVEN,CT06515
N/A PC TO HELP FUND TUTORS, MENTORS, SPACE FOR PROGRAMMING, SUPPLIES, AND EQUIPMENT. THIS WILL ENABLE STUDENTS TO ACCESS THE ENRICHING ACADEMIC SUPPORT AND MENTORING THEY NEED IN ORDER TO BE PREPARED TO SUCCEED IN COLLEGE AND BEYOND. 10,000

ELM SHAKESPEARE COMPANY

501 CRESCENT STREET
NEW HAVEN,CT06515
N/A PC TO OFFER THE OPPORTUNITY FOR EVERY INDIVIDUAL OF ANY AGE OR FINANCIAL CIRCUMSTANCE TO PARTICIPATE IN THE ARTISTIC AND EDUCATIONAL PROGRAMS OFFERED BY ELM SHAKESPEARE INCLUDING SHAKESPEARE IN THE PARK, EDUCATIONAL PROGRAMS INCLUDING IN AND AFTER SCHOOL RESIDENCIES, SEMESTER AND SUMMER TEEN RESIDENCIES, AND YOUTH SUMMER PROGRAMS. 5,000

ELM SHAKESPEARE COMPANY

PO BOX 206029
NEW HAVEN,CT06520
N/A PC TO OFFER THE OPPORTUNITY FOR EVERY INDIVIDUAL OF ANY AGE OR FINANCIAL CIRCUMSTANCE TO PARTICIPATE IN THE ARTISTIC AND EDUCATIONAL PROGRAMS OFFERED BY ELM SHAKESPEARE INCLUDING SHAKESPEARE IN THE PARK, EDUCATIONAL PROGRAMS INCLUDING IN AND AFTER SCHOOL RESIDENCIES, SEMESTER AND SUMMER TEEN RESIDENCIES, AND YOUTH SUMMER PROGRAMS. 50

ELY CENTER OF CONTEMPORARY ART

51 TRUMBULL STREET
NEW HAVEN,CT06473
N/A PC TO SUPPORT A DEDICATED TEAM MEMBER TO RECRUIT, WELCOME, ONBOARD AND FOSTER BELONGING/INCLUSION OF CONSTITUENTS. THIS COMMUNITY MANAGER WILL WORK CLOSELY WITH THE BOARD AND PARTNER ORGANIZATIONS TO MOBILIZE, DEPLOY, STEWARD AND CELEBRATE ECOCA'S CONSTITUENT ARTISTS, AUDIENCES, VOLUNTEERS, STUDENTS. 5,000

FAIR HAVEN COMMUNITY HEALTH CENTER

374 GRAND AVENUE
NEW HAVEN,CT06513
N/A PC TO SUPPORT EXPANDED HOLISTIC HEALTH CARE, SERVICES, AND COMMUNITY PROGRAMMING AND PROVIDE HEALTH EQUITY FOR THE FAIR HAVEN NEIGHBORHOOD AND THE GREATER NEW HAVEN COMMUNITY. 25,000

FAIR HAVEN COMMUNITY HEALTH CLINIC INC

374 GRAND AVENUE
NEW HAVEN,CT06513
N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 1,000

FELLOWSHIP PLACE

441 ELM STREET
NEW HAVEN,CT06511
N/A PC TO SUPPORT THE DAILY MEAL PROGRAM, WHICH PROVIDES MEALS FOR LOW-INCOME ADULTS WITH MENTAL ILLNESS AND HOMELESS ADULTS. 5,000

FISH OF GREATER NEW HAVEN

269 PECK STREET
NEW HAVEN,CT06513
N/A PC TO SUPPORT ITS DELIVERY OF NUTRITIOUS FOOD TO HOMEBOUND, FOOD INSECURE RESIDENTS OF GREATER NEW HAVEN. FISH DELIVERS FOOD DIRECTLY TO THE DOORSTEP (ONCE MONTHLY) TO RESIDENTS WHO CANNOT ACCESS THE TRADITIONAL PANTRY SYSTEM. 15,000

FOODSHARE

2 RESEARCH PARKWAY
WALLINGFORD,CT06492
N/A PC TO DISTRIBUTE HEALTHY AND NUTRITIOUS FOOD TO THOSE IN NEED THROUGHOUT THE NEWALLIANCE FOUNDATION SERVICE AREA. 10,000

FOUNDATION OF THE GNHCC

900 CHAPEL STREET
NEW HAVEN,CT06510
N/A PC TO PROVIDE OPERATING SUPPORT FOR THE SCIENCE FAIR PROGRAM WHICH HELPS TEACHERS BRING STEM INTO THE CLASSROOMS. 2,000

FRIENDS CENTER FOR CHILDREN

227 EAST GRAND AVENUE
NEW HAVEN,CT06513
N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 500

GATEWAY COMMUNITY COLLEGE FOUNDATION

20 CHURCH STREET
NEW HAVEN,CT06510
N/A PC TO SUPPORT THE EDUCATION AND CAREER ADVANCEMENT OF GATEWAY COMMUNITY COLLEGE STUDENTS. GATEWAY FOUNDATION SEEKS A $10,000 SPONSORSHIP OF ITS 26TH ANNUAL HALL OF FAME AWARDS CELEBRATION NOVEMBER 2, IN NEW HAVEN. YOU WILL OFF-SET THE HIGH COST OF TUITION AND FEES AND MITIGATE THE EVENT'S COSTS. 7,500

GATEWAY COMMUNITY COLLEGE FOUNDATION

20 CHURCH STREET
NEW HAVEN,CT06510
N/A PC TO SUPPORT THE EDUCATION AND CAREER ADVANCEMENT OF GATEWAY COMMUNITY COLLEGE STUDENTS. GATEWAY FOUNDATION SEEKS A $10,000 SPONSORSHIP OF ITS 26TH ANNUAL HALL OF FAME AWARDS CELEBRATION NOVEMBER 2, IN NEW HAVEN. YOU WILL OFF-SET THE HIGH COST OF TUITION AND FEES AND MITIGATE THE EVENT'S COSTS. 1,000

GATHER NEW HAVEN

470 JAMES STREET SUITE 007
NEW HAVEN,CT06513
N/A PC TO SUPPORT COMMUNITY HEALTH AND DEVELOPMENT, YOUTH LEADERSHIP/CAREER DEVELOPMENT, ENVIRONMENTAL EDUCATION AND STEWARDSHIP, AND URBAN AGRICULTURE, WE WILL USE THESE FUNDS TO BUILD OUR CAPACITY TO INCREASE THE NUMBER OF PEOPLE SERVED ACROSS PROGRAMS, FOCUSING ON THE CITYS MOST VULNERABLE PEOPLE. 7,500

GAYLORD HOSPITAL INC

50 GAYLORD FARM ROAD
WALLINGFORD,CT06492
N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 500

GAYLORD SPECIALTY HEALTHCARE

50 GAYLORD FARM ROAD
WALLINGFORD,CT06492
N/A PC TO SUPPORT THE JOB READINESS SKILLS AND EMPLOYMENT PREPAREDNESS OF INDIVIDUALS SEEKING TO BECOME CERTIFIED NURSING ASSISTANTS, GAYLORD WILL PURCHASE ITEMS THAT WILL ENABLE MORE HANDS-ON TRAINING OPPORTUNITIES FOR THE CNA STUDENTS. 5,000

GENTLE LOVE DIAPER PANTRY

69 RICHMOND DRIVE
MANCHESTER,CT06042
N/A PC TO SUPPORT COMMUNITY PARTNER NETWORK DIAPER DISTRIBUTIONS IN MANCHESTER, VERNON, EAST HARTFORD AND SOUTH WINDSOR, CONNECTICUT. 5,000

GUILFORD ART CENTER

411 CHURCH STREET
GUILFORD,CT06437
N/A PC TO PROVIDE GENERAL OPERATING SUPPORT. 5,000

GUILFORD PERFORMING ARTS FESTIVAL

85 CHURCH STREET
GUILFORD,CT06437
N/A PC TO SUPPORT COMMUNITY OUTREACH EDUCATIONAL PROGRAMMING, MASTER CLASSES, WORKSHOPS AND ROUND TABLE ARTIST TALKS DURING THE 2023 GUILFORD PERFORMING ARTS FESTIVAL, SEPTEMBER 21-24. 1,000

HABITAT FOR HUMANITY OF GREATER NEW HAVEN

37 UNION STREET
NEW HAVEN,CT06511
N/A PC TO PROVIDE SUPPORT FOR THE BUILDING OF A HABITAT HOME AT 257 RUSSELL STREET IN NEW HAVEN FOR A LOW-INCOME LOCAL FAMILY. 15,000

HAMDEN PUBLIC LIBRARY

2901 DIXWELL AVENUE
HAMDEN,CT06518
N/A PC TO FUND "READY FOR THE GRADE", A PUBLIC LIBRARY, K-3 SUMMER READING INITIATIVE DEVELOPED BY NEWALLIANCE FOUNDATION WHERE THE LIBRARY WILL PARTNER WITH THE HAMDEN SCHOOL DISTRICT TO DEVELOP A PROGRAM TO STEM SUMMER READING LOSS AND MAINTAIN GRADE-LEVEL READING IN CHILDREN FROM LOW-INCOME FAMILIES. 20,000

HARTFORD ECONOMIC DEVELOPMENT CORPORATION

207 MAIN STREET
HARTFORD,CT06106
N/A PC TO SUPPORT NORTHEASTERN CONNECTICUT SMALL BUSINESSES & ENTREPRENEURS. THIS PROGRAM WILL ENABLE HEDCO TO FOSTER ECONOMIC GROWTH AND PROVIDE SMALL BUSINESS SUPPORT AND RESOURCES TO MINORITY AND WOMEN-OWNED BUSINESS ENTERPRISES AND OTHER UNDERSERVED SMALL BUSINESSES IN TOWNS WITHIN NORTHEASTERN CONNECTICUT. 3,500

HARTFORD STAGE

50 CHURCH STREET
HARTFORD,CT06103
N/A PC TO PROVIDE SUPPORT FOR CONNECTIONS PROGRAMS, FREE OF CHARGE, IN 12 VERNON CLASSROOMS. 2,000

HELPING OUR PEOPLE TO EXCEL

PO BOX 9032
NEW HAVEN,CT06532
N/A PC TO SUPPORT EMPLOYMENT AND WORKPLACE READINESS PROGRAM SERVING THE 18-24 YEAR-OLD HOMELESS AND HOUSING INSECURE POPULATION. FUNDING WILL PAY FOR TRANSPORTATION, FOOD, MENTAL HEALTH SERVICES, SPEAKERS AND TRAINERS, THE USE OF LAPTOP COMPUTERS, RENT FOR THE SPACE NEEDED FOR THE TRAINING SESSIONS, AS WELL AS TRAINING MATERIALS. 5,000

HOLY FAMILY HOME & SHELTER

88 JACKSON STREET
WILLIMANTIC,CT06226
N/A PC TO SUPPORT THE NUTRITIONAL NEEDS OF WINDHAM COUNTY HOMELESS FAMILIES. DAILY, RESIDENTS IN OUR EMERGENCY SHELTER ARE PROVIDED THREE MEALS INCLUDING GRAB AND GO MEALS, SACK LUNCHES, AND HOT MEALS. 7,500

HOMEFRONT

88 HAMILTON AVENUE
STAMFORD,CT06902
N/A PC TO PROVIDE SUPPORT FOR SUBSTANTIVE HOME REPAIR PROJECTS FOR TWO LOW-INCOME HOUSEHOLDS IN NEW ALLIANCE FOUNDATIONS SERVICE AREA. HOMEFRONT PROVIDES NEEDED REPAIRS AT THE HOMES OF VERY LOW-INCOME VETERANS, SINGLE-PARENT HOUSEHOLDS, HOUSEHOLDS WITH RESIDENTS OVER 65, AND FAMILIES IN TRANSITIONAL CRISIS. 5,000

HOPE PARTNERSHIP

99B DURHAM ROAD
MADISON,CT06443
N/A PC TO PROVIDE SUPPORT FOR AFFORDABLE HOUSING. 5,000

HORIZONS AT THE FOOTE SCHOOL

50 LOOMIS PLACE
NEW HAVEN,CT06511
N/A PC HI-5 HIGH IMPACT LITERACY PROGRAM 10,000

HORIZONS AT THE FOOTE SCHOOL

50 LOOMIS PLACE
NEW HAVEN,CT06511
N/A PC TO SUPPORT SIX-WEEK, FULL-DAY SUMMER PROGRAM, WHERE STUDENTS PARTICIPATE IN PROJECT-BASED LEARNING IN LITERACY, MATH AND STEM, WITH ADDITIONAL ENRICHMENT ACTIVITIES IN ART, MUSIC, SWIMMING, AND MORE. 10,000

HUNEEBEE PROJECT

269 PECK STREET
NEW HAVEN,CT06513
N/A PC TO SUPPORT 2023 STIPENDS FOR A MENTORSHIP COORDINATOR, STIPENDS FOR 15 MENTORS (FOR 3 BEEKEEPERS IN RESIDENCE TRAINING COHORTS), AND ADEQUATE TRAUMA-FOCUSED TRAINING AND PROFESSIONAL DEVELOPMENT FOR EXISTING STAFF. 2,500

INSTITUTE LIBRARY

847 CHAPEL STREET
NEW HAVEN,CT06510
N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 500

INTERNATIONAL FESTIVAL OF ARTS AND IDEAS

195 CHURCH STREET
NEW HAVEN,CT06510
N/A PC TO PROVIDE SUPPORT FOR ANNUAL PROGRAMMING WITH A COMMITMENT TO COMMUNITY, EMBRACING THE DIVERSITY OF NEW HAVEN AND ENGAGING THE NEXT GENERATION OF ARTISTS AND ART PROFESSIONALS THROUGH OUR 16-DAY JUNE FESTIVAL, ONE CITY, ONE READ SERIES, HIGH SCHOOL FELLOWSHIP PROGRAM, AND NEIGHBORHOOD FESTIVALS. 12,500

INTERVAL HOUSE

PO BOX 340207
HARTFORD,CT06134
N/A PC TO SUPPORT COMPREHENSIVE ADVOCACY AND SUPPORT PROGRAM FOR VICTIMS OF DOMESTIC VIOLENCE RESIDING IN THE 10 NEWALLIANCE FOUNDATION COMMUNITIES IN OUR SERVICE AREA (EAST HARTFORD, ELLINGTON, GLASTONBURY, HEBRON, MANCHESTER, SOUTH WINDSOR, TOLLAND, VERNON, WETHERSFIELD, AND WINDSOR). 7,000

JEWISH FAMILY SERVICE OF NEW HAVEN

1440 WHALLEY AVENUE
NEW HAVEN,CT06515
N/A PC TO SUPPORT THE SUBSCRIPTION AND REPORTING FEES ASSOCIATED WITH OUR ELECTRONIC HEALTH RECORD. 5,000

JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND

70 FARMINGTOM AVENUE
HARTFORD,CT06105
N/A PC TO SUPPORT FINANCIAL LITERACY AND WORK READINESS PROGRAMMING FOR HIGH SCHOOL STUDENTS WITHIN THE NEWALLIANCE FOUNDATION SERVICE AREA. 500

JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND

70 FARMINGTON AVENUE
HARTFORD,CT06105
N/A PC TO SUPPORT FINANCIAL LITERACY AND WORK READINESS PROGRAMMING FOR HIGH SCHOOL STUDENTS WITHIN THE NEWALLIANCE FOUNDATION SERVICE AREA. 2,500

JUNTA FOR PROGRESSIVE ACTION

165 GRAND AVE
NEW HAVEN,CT06513
N/A PC TO SUPPORT ENGLISH AS A SECOND LANGUAGE AND DIGITAL LITERACY PROGRAM. 10,000

KATHARINE HEPBURN CULTURAL ARTS CENTER

300 MAIN STREET
OLD SAYBROOK,CT06475
N/A PC TO SUPPORT KATES CAMP FOR KIDS AND SUMMER SPOTLIGHT WHICH PROVIDE SUMMER ARTS EDUCATION PROGRAMS FOR CHILDREN AND YOUTH AGES 5 TO 13 OVER EIGHT WEEKS. 2,500

KILLINGLY PUBLIC LIBRARY

25 WESTCOTT ROAD
DANIELSON,CT06239
N/A PC TO FUND "READY FOR THE GRADE", A PUBLIC LIBRARY, K-3 SUMMER READING INITIATIVE DEVELOPED BY NEWALLIANCE FOUNDATION WHERE THE LIBRARY WILL PARTNER WITH KILLINGLY CENTRAL SCHOOL AND THE VILLAGE AT KILLINGLY, TO IMPLEMENT A PROGRAM TO STEM SUMMER READING LOSS AND MAINTAIN GRADE-LEVEL READING IN CHILDREN FROM LOW-INCOME FAMILIES. 10,300

KNOWNPRENEURS

139 ORANGE STREET FOURTH FLOOR
NEW HAVEN,CT06510
N/A PC TO SUPPORT OUR BIPOC BUSINESS HUB, A HYBRID ENVIRONMENT FOSTERING AN AMBITIOUS, DIVERSE COMMUNITY OF ENTREPRENEURS VIA PROGRAMMING, NETWORKING, PERSONALIZED COACHING, AND A COLLECTIVE COMMUNITY SPACE. OUR DYNAMIC SPACE AND CURRICULUM SUPPORT A NEW GENERATION OF ENTREPRENEURS AS THEY GROW AND THRIVE. 7,500

KULTURALLYLIT

70 AUDUBON STREET
NEW HAVEN,CT06510
N/A PC TO CREATIVELY CULTIVATE A GLOBAL COMMUNITY THROUGH CONFERENCES, FESTIVALS, WORKSHOPS AND RETREATS THAT SERVE TO ENHANCE THE SIGNIFICANCE OF LITERATURE, LITERARY ARTS, AND LITERARY ARTISTS OF THE AFRICAN DIASPORA FOR ALL PEOPLE. 6,000

LEADERSHIP EDUCATION AND ATHLETICS IN PARTNERSHIP

31 JEFFERSON STREET
NEW HAVEN,CT06511
N/A PC TO SUPPORT LEAP'S FREE YEAR-ROUND ACADEMIC AND ENRICHMENT PROGRAMMING FOR NEW HAVEN CHILDREN AGES 7-12 FROM LOW-INCOME BACKGROUNDS (CHILDREN'S PROGRAM). FUNDS WILL ALSO SUPPORT ACADEMIC, LEADERSHIP, AND PROFESSIONAL TRAINING FOR NEW HAVEN YOUTH AGES 13-24 WHO PROVIDE DIRECT SERVICES TO LEAP CHILDREN (YOUTH DEVELOPMENT PROGRAM). 20,000

LIBERTY COMMUNITY SERVICES

153 EAST STREET
NEW HAVEN,CT06511
N/A PC TO PROVIDE OPERATING SUPPORT FOR SERVICES TO THOSE EXPERIENCING HOMELESSNESS WHO ARE LIVING WITH HIV DISEASE, MENTAL ILLNESS AND/OR ADDICTION. 12,500

LITERACY VOLUNTEERS OF GREATER NEW HAVEN

61 GOODSPEED DRIVE
WESTBROOK,CT06498
N/A PC TO SUPPORT LV'S SUCCESSFUL EFFORTS IN FOCUSING ON OUTREACH, ACCESS, AND EQUITY IN ORDER TO PROVIDE FREE TUTORING FOR ALL ADULTS. LV IS CONTINUING TO PRIORITIZE OUTREACH TO NEW AND RETURNING STUDENTS AND TUTORS WITH A STRONG DEI-FOCUSED LITERACY OUTREACH CAMPAIGN. 17,500

LITERACY VOLUNTEERS OF SOUTHERN CONNECTICUT

16 DIXON STREET
MILFORD,CT06460
N/A PC TO SUPPORT THE CONTINUED OPERATION OF OUR FREE TUTORING PROGRAM FOR ADULT ENGLISH LANGUAGE LEARNERS, AND THE IMPLEMENTATION OF UPDATES AND IMPROVEMENTS TO OUR PROGRAM INFRASTRUCTURE IN ORDER TO BE ABLE TO SERVE MORE STUDENTS. 7,500

LOAVES AND FISHES NEW HAVEN

57 OLIVE STREET
NEW HAVEN,CT06511
N/A PC TO SUPPORT THE LOAVES AND FISHES FOOD PANTRY AND CLOTHING CLOSET. 8,500

LONG WHARF THEATRE

70 AUDUBON STREET
NEW HAVEN,CT06510
N/A PC TO SUPPORT LONG WHARF THEATRE'S 2022-23 SEASON, A PIONEERING YEAR THAT MOVES THE INSTITUTION OUT OF SARGENT DRIVE AND FULLY INTO THE GREATER NEW HAVEN COMMUNITY. 12,500

MAKE HAVEN

770 CHAPEL STREET
NEW HAVEN,CT06510
N/A PC TO PROVIDE GENERAL OPERATING SUPPORT WHICH WILL ENHANCE THE ABILITY TO DELIVER EDUCATIONAL EXPERIENCES TO DIVERSE AUDIENCES RELATED TO THE USE OF TOOLS FOR ART, ENTREPRENEURSHIP AND CAREER RELEVANT SKILL BUILDING. 2,000

MALTA HOUSE OF CARE

136 FARMINGTON AVENUE
HARTFORD,CT06112
N/A PC TO SUPPORT LIFE-SAVING MEDICATIONS AND CRITICAL LABORATORY TESTING THAT ARE NOT COVERED BY PATIENT ASSISTANCE PROGRAMS OR ARE NOT AVAILABLE TO UNDOCUMENTED EAST HARTFORD RESIDENTS UNDER PHARMACEUTICAL PROGRAMS. 7,675

MASSARO COMMUNITY FARM

41 FORD ROAD
WOODBRIDGE,CT06525
N/A PC TO SUPPORT THE FRESH PRODUCE DONATION PROGRAM FOR THE REMAINDER OF 2023 AND INTO 2024, INCLUDING GROWING, HARVESTING, WASHING AND PACKING PRODUCE TO BE DONATED TO HEALTH AND HUMAN SERVICE AGENCY PARTNERS IN WOODBRIDGE AND NEW HAVEN. 2,500

MERCY HIGH SCHOOL

1740 RANDOLPH ROAD
MIDDLETOWN,CT06457
N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 100

MERCY LEARNING CENTER INC

637 PARK AVENUE
BRIDGEPORT,CT06604
N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 2,000

MUSIC HAVEN

315 PECK STREET
NEW HAVEN,CT06510
N/A PC TO SUPPORT TUITION FREE AFTER SCHOOL MUSIC EDUCATION AND ENRICHMENT WHICH INCLUDES INSTRUMENTS, LESSONS, MENTORSHIP, CLASSES, AND CONCERT TRIPS, AND A MUSICAL HOME FOR STUDENTS UNDERREPRESENTED IN THE WORLD OF CLASSICAL MUSIC AND UNABLE TO ACCESS HIGH-QUALITY MUSIC EDUCATION. 20,000

MUSICAL INTERVENTION

70 AUDUBON STREET
NEW HAVEN,CT06513
N/A PC TO PROMOTE MENTAL WELL-BEING THROUGH INTENTIONAL COMMUNITY AND MUSIC MAKING. 6,000

NEIGHBORHOOD HOUSING SERVICES OF NEW HAVEN

333 SHERMAN AVENUE
NEW HAVEN,CT06511
N/A PC WE ARE REQUESTING $25,000 TO SUPPORT THE DEVELOPMENT OF BEAUTIFUL, ENERGY-EFFICIENT, AND AFFORDABLE HOMES WHILE GALVANIZING RESIDENTS TO BECOME CIVICALLY INVOLVED IN THEIR COMMUNITY AND ENGAGING THEM IN ENVIRONMENTAL SUSTAINABILITY INITIATIVES THAT WILL REVITALIZE AND STABILIZE THEIR NEIGHBORHOODS. 5,000

NEIGHBORHOOD MUSIC SCHOOL

100 AUDUBON STREET
NEW HAVEN,CT06510
N/A PC TO SUPPORT THE CREATIVE YOUTH DEVELOPMENT PROGRAM WHICH INCLUDES ATLAS MIDDLE SCHOOL, THE DELTA PROGRAM AND AFTER SCHOOL ARTS ACADEMY, AND NEW RECORDING STUDIO, ALL INITIATIVES FOCUSED ON THE MISSION OF CULTIVATING YOUNG PEOPLES ARTISTIC VOICE AND DEVELOPING THEIR CAPACITY TO CREATE SOCIAL CHANGE THROUGH CREATIVE EXPRESSION. 7,500

NETWORK AGAINST DOMESTIC ABUSE

139 HAZARD AVENUE BUILDING 3
ENFIELD,CT06082
N/A PC TO SUPPORT THE CHILD AND NON-OFFENDING PARENT IN OVERCOMING EMOTIONAL RIFTS THAT CAN ARISE BETWEEN THEM AS A DIRECT RESULT OF THE ABUSERS ACTIONS BY PROVIDING THEM WITH INDIVIDUAL AND JOINT DOMESTIC VIOLENCE COUNSELING AND SUPPORT GROUPS AS WELL AS PARENTING EDUCATION. 5,000

NEW HAVEN BALLET

70 AUDUBON STREET
NEW HAVEN,CT06510
N/A PC TO PROVIDE SUPPORT FOR DANCE TRAINING, PERFORMANCES AND COMMUNITY PROGRAMS FOR CHILDREN AND ADULTS THROUGHOUT GREATER NEW HAVEN. 5,000

NEW HAVEN CHORALE

PO BOX 1897
NEW HAVEN,CT06508
N/A PC TO SUPPORT THE WORK OF THE CHORALE, A CULTURAL TREASURE FOR THE REGION. THE CHORALE RETURNS TO PERFORM ITS 74TH SEASON OF BEAUTIFUL CHORAL CONCERTS, CONTINUE TO MENTOR YOUNG STUDENT, COMMISSION NEW CHORAL MUSIC FROM YOUNG COMPOSERS. FOSTER EDUCATIONAL PROGRAMS AND CONTINUE FREE STUDENT ADMISSION . 4,000

NEW HAVEN ECOLOGY PROJECT

358 SPRINGSIDE AVENUE
NEW HAVEN,CT06515
N/A PC TO PROVIDE SUPPORT FOR CONTINUED ENGAGEMENT OF A DIVERSE AND GROWING COMMUNITY OF YOUTH AND FAMILIES. 10,000

NEW HAVEN FREE PUBLIC LIBRARY

133 ELM STREET
NEW HAVEN,CT06510
N/A PC TO FUND "READY FOR THE GRADE", A PUBLIC LIBRARY, K-3 SUMMER READING INITIATIVE DEVELOPED BY NEWALLIANCE FOUNDATION IN WHICH THE LIBRARY WILL PARTNER WITH THE NEW HAVEN SCHOOL DISTRICT TO IMPLEMENT A PROGRAM TO STEM SUMMER READING LOSS AND MAINTAIN GRADE-LEVEL READING IN CHILDREN FROM LOW-INCOME FAMILIES. 14,600

NEW HAVEN INNER CITY ENRICHMENT CENTER

22 ARTHUR STREET
NEW HAVEN,CT06519
N/A PC TO SUPPORT ONGOING EFFORT TO PROVIDE FOOD AND HYGIENE PRODUCTS TO MEMBERS OF THE NEW HAVEN COMMUNITY AND TO HELP START A NEW YOUTH MENTORSHIP PROGRAM, SCHEDULED TO BEGIN IN THE FALL OF 2023. 5,000

NEW HAVEN PROMISE

28 LINCOLN WAY
NEW HAVEN,CT06517
N/A PC TO SUPPORT THE BACK NEW HAVEN INITIATIVE, A SYSTEMIC INTERVENTION DESIGNED TO SEED AND GROW INTERGENERATIONAL WEALTH WHILE MEETING THE CITY AND BUSINESS NEEDS FOR A DIVERSE HOMEGROWN TALENT PIPELINE THAT WILL STRENGTHEN NEIGHBORHOODS AND CREATE SUSTAINABLE OPPORTUNITIES FOR NEW HAVENS YOUNG ADULTS. 10,000

NEW HAVEN READS

45 BRISTOL STREET
NEW HAVEN,CT06511
N/A PC TO SUPPORT THE FREE LITERACY PROGRAMS AND COMMUNITY BOOK BANK AT NEW HAVEN READS. THIS FUNDING WOULD HELP EMPOWER ALMOST 400 ASPIRING READERS FROM GREATER NEW HAVEN IN THE 2023-24 SCHOOL YEAR IN ONE-ON-ONE TUTORING AND SUPPORT THE DISTRIBUTION OF OVER 85,000 BOOKS TO BUILD HOME LIBRARIES. 25,000

NEW HAVEN READS

45 BRISTOL STREET
NEW HAVEN,CT06511
N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 1,000

NEW HAVEN SYMPHONY ORCHESTRA

4 HAMILTON STREET
NEW HAVEN,CT06511
N/A PC TO SUPPORT NHSOS GENERAL OPERATIONS DURING THE 2023-2024 SEASON. NHSOS CONCERT AND EDUCATION PROGRAMS ENRICH THE LIVES OF RESIDENTS IN NEWALLIANCES SERVICE AREA AND ALIGN WITH BOTH OF NEWALLIANCES ARTS & CULTURE FUNDING PRIORITIES. 15,000

NEW REACH

269 PECK STREET
NEW HAVEN,CT06513
N/A PC TO SERVE AROUND 4000 ADULTS AND CHILDREN FACING HOMELESSNESS AND POVERTY EACH YEAR THROUGH PREVENTION AND DIVERSION, CRISIS SERVICES, AND A FULL SCALE OF HOUSING INTERVENTIONS. 20,000

NXTHVN

169 HENRY STREET
NEW HAVEN,CT06511
N/A PC TO SUPPORT THE CAREERS OF EMERGING, UNDERREPRESENTED ARTISTS AND CURATORS THROUGH INTENSIVE 10-MONTH FELLOWSHIPS, ENGAGE LOCAL TEENS (FROM UNDER-RESOURCED HIGH SCHOOLS) IN MULTI-YEAR PAID APPRENTICESHIPS, AND POSITIVELY IMPACT ITS LOCAL DIXWELL COMMUNITY. 5,000

OPERA HOUSE PLAYERS

100 HIGH STREET
ENFIELD,CT06082
N/A PC TO PROVIDE CAPITAL SUPPORT FOR THE TRANSFORMATION OF THE HISTORIC CHURCH AT 100 HIGH ST. IN ENFIELD INTO NEW HOME OF OPERA HOUSE PLAYERS. ALL MODERN THEATER CAPABILITIES WILL BE INCORPORATED WHILE PRESERVING THE HISTORIC STRUCTURE. 1,000

OPERATION FUEL

75 CHARTER OAK AVENUE
HARTFORD,CT06106
N/A PC TO PROVIDE ASSISTANCE TO LOW- AND MODERATE-INCOME FAMILIES STRUGGLING TO PAY THEIR UTILITY, OIL OR WATER BILL COSTS. 2,500

PRO BONO PARTNERSHIP

237 MAMARONECK AVENUE 305
WHITE PLAINS,NY10605
N/A PC TO SUPPORT COMMUNITY DEVELOPMENT NONPROFITS IN THE FOUNDATIONS SERVICE AREA BY PROVIDING DIRECT LEGAL SERVICES, A LEGAL RESOURCE HELPLINE, AND EDUCATIONAL PROGRAMS. 2,875

PROJECT ACCESS OF NEW HAVEN

63 YORK STREET
NEW HAVEN,CT06511
N/A PC TO SUPPORT PATIENT NAVIGATOR (PN) AND COMMUNITY HEALTH WORKER (CHW) SERVICES THAT CONNECT UNDERSERVED GREATER NEW HAVEN RESIDENTS WITH FREE MEDICAL CARE (THROUGH AN EXTENSIVE VOLUNTEER PROVIDER NETWORK) AND RESOURCES FOR HEALTH-RELATED SOCIAL NEEDS 20,000

R KIDS

45 DIXWELL AVENUE
NEW HAVEN,CT06511
N/A PC TO SUPPORT R KIDS FAMILY CENTERS ORGANIZATIONAL INFRASTRUCTURE NEEDS TO HELP US ACHIEVE OUR GOALS FOR FAMILIES, AS WE WORK TO ENSURE CHILDREN IN GREATER NEW HAVEN EXPERIENCE SAFE, SUPPORTIVE, AND STRONG FAMILY ENVIRONMENTS. 5,000

REACH OUT AND READ

89 SOUTH STREET
BOSTON,MA02111
N/A PC TO SUPPORT INTERVENTION TO CHILDREN WHO RECEIVE MEDICAL CARE AT PARTICIPATING PROGRAM SITES IN NEW HAVEN. THIS REQUEST INCLUDES THE COST OF NEW CHILDREN'S BOOKS, MEDICAL PROVIDERS' TIME, TRAINING, AND EVALUATION. 5,000

READ TO GROW

53 SCHOOL GROUND ROAD
BRANFORD,CT06405
N/A PC TO SUPPORT STEPS TO SCHOOL SUCCESS (ESSS), A LANGUAGE DEVELOPMENT AND PRE-LITERACY PROGRAM DESIGNED BY SAVE THE CHILDREN, WHICH SERVES HIGH-NEEDS FAMILIES WITH CHILDREN UP TO AGE 5. TRAINED ESSS COORDINATORS ARE BASED IN FOUR NEW HAVEN AND BRIDGEPORT ELEMENTARY SCHOOLS. 7,500

ROCKVILLE PUBLIC LIBRARY

52 UNION STREET
VERNON,CT06066
N/A PC TO FUND "READY FOR THE GRADE", A PUBLIC LIBRARY, K-3 SUMMER READING INITIATIVE DEVELOPED BY NEWALLIANCE FOUNDATION WHERE THE LIBRARY WILL PARTNER WITH MAPLE STREET SCHOOL TO DEVELOP A PROGRAM TO STEM SUMMER READING LOSS AND MAINTAIN GRADE-LEVEL READING IN CHILDREN FROM LOW-INCOME FAMILIES. 11,600

SAVE THE SOUND

900 CHAPEL STREET
NEW HAVEN,CT06510
N/A PC TO SUPPORT THE CREATION OF AN AUDIO TOUR OF THE MILL RIVER TRAIL PARK, WHICH FEATURES THE VOICES AND EXPERIENCES OF THE YOUTH WHO HELPED DESIGN AND PLANT THIS GREEN INFRASTRUCTURE PARK. 5,000

SHEPHERDS

PO BOX 320513
FAIRFIELD,CT06825
N/A PC TO SUPPORT THE SHEPHERDS PROGRAM AT NOTRE DAME HIGH SCHOOL IN WEST HAVEN FOR THE 2023-24 ACADEMIC YEAR. 15,000

SHORELINE SOUP KITCHENS & PANTRIES

PO BOX 804
ESSEX,CT06426
N/A PC TO SUPPORT FOOD PURCHASES FOR DISTRIBUTION AT PANTRIES IN CLINTON, WESTBROOK & OLD SAYBROOK TO UNEMPLOYED, LOW-INCOME, DISABLED, ELDERLY, ILL, AND FAMILIES W/CHILDREN IN CENTERBROOK, CHESTER, CLINTON, ESSEX, MADISON, OLD SAYBROOK & WESTBROOK. IN 2022 THESE PANTRIES PROVIDED FOOD FOR 1,000,962 MEALS. 5,000

SHUBERT THEATRE

247 COLLEGE STREET
NEW HAVEN,CT06510
N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 750

SOUTHERN CT STATE U FOUNDATION

501 CRESCENT STREET
NEW HAVEN,CT06515
N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 250

SQUASH HAVEN

70 TOWER PARKWAY
NEW HAVEN,CT06511
N/A PC TO PROVIDE SUPPORT FOR THE 2022-23 PROGRAM YEAR WHICH WILL ALLOW SQUASH HAVEN TO SERVE MORE STUDENTS, PROVIDE SUMMER TRANSPORTATION, CONTINUE TO TRANSITION TO SALESFORCE AND HIRE STAFF AT COMPETITIVE SALARIES, AMONG OTHER PRIORITIES. 20,000

ST THOMASS DAY SCHOOL

830 WHITNEY AVENUE
NEW HAVEN,CT06511
N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 250

ST MARTIN DE PORRES

208 COLUMBUS AVENUE
NEW HAVEN,CT06519
N/A PC TO SUPPORT THE GRADUATE SUPPORT PROGRAM, THROUGH WHICH A 12-YEAR COMMITMENT IS MADE TO SUPPORT STUDENTS ACADEMICALLY, SOCIALLY, EMOTIONALLY, AND FINANCIALLY FROM MIDDLE SCHOOL THROUGHOUT HIGH SCHOOL AND COLLEGE. 20,000

STOREHOUSE PROJECT

192 MEADOW STREET
MILFORD,CT06461
N/A PC TO SUPPORT THE THE STOREHOUSE PROJECT'S EXPANSION OF CAPACITY IN THE COMMUNITY DINING CENTER, MILFORD, CONNECTICUT. SPECIFICALLY, TO PURCHASE DINING TABLES AND CHAIRS TO ACCOMMODATE THE INCREASED AND SUSTAINED DEMAND FOR FREE, HOT MEALS AMONG LOCAL FOOD INSECURE CLIENTS. 4,775

TEACH FOR AMERICA CONNECTICUT

370 JAMES STREET
NEW HAVEN,CT06513
N/A PC TO SUPPORT TFA'S BOLD GOAL FOR NEW HAVENS STUDENTS: THAT BY 2030 TWICE AS MANY STUDENTS IN NEW HAVEN WILL MEET KEY EDUCATIONAL MILESTONES IN 3RD GRADE READING AND 8TH GRADE MATH, INDICATING THEY ARE ON THE PATH TO ECONOMIC MOBILITY AND A FUTURE FILLED WITH POSSIBILITY. 5,000

THAMES VALLEY COUNCIL FOR COMMUNITY ACTION

1 SYLVANDALE ROAD
JEWETT CITY,CT06351
N/A PC TO SUPPORT TVCCA S SENIOR NUTRITION PROGRAM IN ADDRESSING THE UNIQUE NUTRITIONAL & SOCIAL NEEDS OF OLDER RESIDENTS IN 8 NEWALLIANCE TOWNS IN NORTHEAST CONNECTICUT. THE PROGRAM DELIVERS MEALS ON WHEELS TO THE HOMEBOUND & PROVIDES CONGREGATE LUNCH SERVICE FOR ACTIVE ELDERS AT LOCAL SENIOR CENTERS. 6,000

THE INSTITUTE LIBRARY

847 CHAPEL STREET
NEW HAVEN,CT06510
N/A PC TO SUPPORT A FELLOWSHIP PROGRAM THAT OFFERS AN OPPORTUNITY FOR NEW HAVEN HIGH SCHOOL STUDENTS TO EXPLORE RACE, RACIAL JUSTICE, AND RACISM, WHILE BUILDING THEIR RESEARCH AND PRESENTATION SKILLS AS WELL AS A PORTFOLIO OF WORK TO SHARE WITH COLLEGES AND DURING JOB INTERVIEWS. 10,000

THE INSTITUTE LIBRARY

847 CHAPEL STREET
NEW HAVEN,CT06510
N/A PC TO SUPPORT A FELLOWSHIP PROGRAM THAT OFFERS AN OPPORTUNITY FOR NEW HAVEN HIGH SCHOOL STUDENTS TO EXPLORE RACE, RACIAL JUSTICE, AND RACISM, WHILE BUILDING THEIR RESEARCH AND PRESENTATION SKILLS AS WELL AS A PORTFOLIO OF WORK TO SHARE WITH COLLEGES AND DURING JOB INTERVIEWS. 850

THE WORD

70 AUDUBON STREET
NEW HAVEN,CT06510
N/A PC TO BUILD COMMUNITY BY GROWING RADICALLY INCLUSIVE WRITING AND PERFORMANCE PROGRAMS GROUNDED IN POETRY, RAP, AND SONG 6,000

TIME'S FOOL COMPANY

150 MAIN STREET
WETHERSFIELD,CT06109
N/A PC TO SUPPORT THE PRODUCTIONS OF FREE SUMMER SHAKESPEARE IN AUGUST AND A CHRISTMAS CAROL IN DECEMBER. 1,000

TRINITY ON THE GREEN

950 CHAPEL STREET
NEW HAVEN,CT06510
N/A PC TO SUPPORT TRINITY CHURCH'S OUTREACH COORDINATOR IN ADDRESSING THE NEEDS OF MARGINALIZED RESIDENTS IN NEW HAVEN, THE FUNDS WILL SUSTAIN AND EXPAND OUTREACH EFFORTS, INCLUDING AN INTERFAITH STREET CHAPLAINCY PROGRAM, PROVIDING SPIRITUAL AND EMOTIONAL SUPPORT, AND EVALUATING SUCCESS. 5,000

UBUNTU STORYTELLERS

70 AUDUBON STREET
NEW HAVEN,CT06510
N/A PC TO EXPAND THE NARROW PERCEPTION OF BLACK AND BIPOC LIVED LIVES. 6,000

UCONN FOUNDATION

2390 ALUMNI DRIVE UNIT 3206
STORRS,CT06269
N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 2,000

UNITED WAY OF GREATER NEW HAVEN

370 JAMES STREET
NEW HAVEN,CT06513
N/A PC TO SUPPORT THE SECURE START PROGRAM, WHICH UTILIZES A FRAMEWORK KNOWN AS CIRCLE OF SECURITY-PARENTING, AN EVIDENCE-BASED APPROACH THAT SERVES TO CREATE STRONG BONDS WITH CHILDREN AND CAREGIVERS. 5,000

URBAN RESOURCES INITIATIVE

195 PROSPECT STREET
NEW HAVEN,CT06511
N/A PC TO SUPPORT PAID GREEN JOB TRAINING TO YOUTH AND FORMERLY INCARCERATED ADULTS. URI'S COMMUNITY GREENSPACE PROGRAM SUPPORTS 40 RESIDENT-LED VOLUNTEER GROUPS TO DO URBAN GREENING. THESE PROGRAMS SUPPORT OUR COMMUNITY'S ECONOMIC, MENTAL, AND PHYSICAL HEALTH THROUGH GETTING PEOPLE ACTIVE IN NATURE AND WORKING TOGETHER FOR A COMMON CAUSE. 5,000

WINDHAM HOSPITAL FOUNDATION

112 MANSFIELD AVENUE
WILLIMANTIC,CT06226
N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 500

WINDHAM HOSPITAL FOUNDATION

112 MANSFIELD AVENUE
WILLIMANTIC,CT06226
N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 2,500

WINDSOR ART CENTER

40 MECHANIC STREET
WINDSOR,CT06095
N/A PC TO SUPPORT THE MYTHOLOGY PROJECT, A COLLABORATION WITH LOCAL ACTORS AND ARTISTS TO CREATE A PLAY INSPIRED BY MYTHOLOGY. 1,000

WINNING WAYS

1204 MAIN STREET
BRANFORD,CT06405
N/A PC TO PROVIDE SUPPORT FOR FACILITATORS THAT TEACH EMPOWERMENT AND/OR FINANCIAL LITERACY CLASSES TO REENTRY, RECOVERY, AND HOMELESS POPULATIONS. 2,000

WOMEN & FAMILY LIFE CENTER

96 FAIR STREET
GUILFORD,CT06437
N/A PC TO SUPPORT THE CENTER SERVING THE INCREASE IN INDIVIDUALS COMING TO US WITH MULTIPLES NEEDS, AS WELL AS EXPAND ITS CAPACITY TO RESPOND TO THE COMMUNITY'S NEED FOR NO-COST EDUCATIONAL AND SUPPORT PROGRAMS AND SERVICES, PARTICULARLY FOR ACCESS TO OUR GUIDED ASSISTANCE PROGRAM. 5,000

YALE REPERTORY THEATRE

1120 CHAPEL STREET
NEW HAVEN,CT06510
N/A PC TO SUPPORT WILL POWER!, YALE REPS ANNUAL EDUCATIONAL INITIATIVE, DESIGNED TO BRING NEW HAVEN MIDDLE AND HIGH SCHOOL STUDENTS TO SEE LIVE THEATER. THE PROGRAM INCLUDES STUDENT MATINEES, FREE TICKETS, STUDY GUIDES, PROFESSIONAL DEVELOPMENT FOR TEACHERS, AND POST-PERFORMANCE DISCUSSIONS WITH ARTISTS. 5,000

YALE UNIVERSITY YALE CHILD STUDY CENTER

25 SCIENCE PARK 150 MUNSON STREET
NEW HAVEN,CT06520
N/A PC TO SUPPORT COMMUNITY OUTREACH ASSISTANT, WHO COLLABORATIVELY WORKS WITH LOCAL LAW ENFORCEMENT TO PROVIDE ACUTE RESPONSE, FOLLOW-UP HOME VISITS, AND NEIGHBORHOOD OUTREACH ON BEHALF OF CHILDREN AT RISK FOR VIOLENCE EXPOSURE. 7,500

YMCA OF GREATER HARTFORD

50 STATE HOUSE SQUARE
HARTFORD,CT06108
N/A PC TO PROVIDE SUPPORT FOR THE Y-BELL POWER SCHOLARS ACADEMY, A SUMMER LEARNING PROGRAM DESIGNED TO CLOSE THE ACADEMIC ACHIEVEMENT GAP FOR STUDENTS, GRADES K THROUGH 5, IN EAST HARTFORD. THE PROGRAM COMBINES STRUCTURED LITERACY AND MATH INSTRUCTION WITH HANDS-ON ENRICHMENT ACTIVITIES, INCLUDING STEM AND THE ARTS. 12,000

YOUTH ENTREPRENEURS INC

1441 DIXWELL AVENUE
HAMDEN,CT06514
N/A PC TO PROVIDE SUPPORT FOR FACILITATORS, RENT, MARKETING AND ADVERTISEMENT, MAILING MATERIALS, TRAINING AND EDUCATION PERSONNEL AND OTHER REQUIREMENTS THAT ARE NEEDED TO SUSTAIN OPERATIONS. 5,000
Total .................................right arrow 3a 992,750
bApproved for future payment

CHRISTIAN COMMUNITY ACTION - NEW HAVEN
168 DAVENPORT AVENUE
NEW HAVEN,CT06519
N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 2,000

CSF OF STAFFORD SPRINGS DOLLARS
PO BOX 25
STAFFORD SPRINGS,CT06076
N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 1,000

CT ASSOCIATION FOR PERFORMING ARTS
150 BITGOOD ROAD
JEWETT CITY,CT06351
N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 250

CT CENTER FOR ARTS AND TECHNOLOGY
4 SCIENCE PARK
NEW HAVEN,CT06511
N/A PC TO SUPPORT GENERAL OPERATING AND ADULT CAREER TRAINING PROGRAMS AT CONNCAT BY PROVIDING MARKET DRIVEN TRAINING THAT PREPARES ADULTS FOR EMPLOYMENT. MOREOVER, CONNCAT HAS AN ACUTE FOCUS ON FACILITATING RIGOR, HOPE AND DIGNITY WHILE INTENTIONALLY BUILDING COMMUNITY. TO PROVIDE A SAFE SPACE FOR YOUTH. 10,000

ELY CENTER OF CONTEMPORARY ART
51 TRUMBULL STREET
NEW HAVEN,CT06473
N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 50

THE INSTITUTE LIBRARY
847 CHAPEL STREET
NEW HAVEN,CT06510
N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 450

THE INSTITUTE LIBRARY
847 CHAPEL STREET
NEW HAVEN,CT06510
N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 500
Total ................................. right arrow 3b 14,250
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 479,293  
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 ............
    18 307,999  
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) .. 0 787,292 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
787,292
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
NEWALLIANCE FOUNDATION INC
EIN:
56-2453619
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOOKKEEPING 20,198 0   20,098
FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION 16,400 0   16,400

TY 2023 InvestmentsOtherSchedule2
Name:
NEWALLIANCE FOUNDATION INC
EIN:
56-2453619
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
THE COMMUNITY FOUNDATION FOR GREATER NEW HAVEN FMV 15,348,943 15,348,943
VANGUARD HIGH-YIELD CORP FUND ADM (VWEAX) 132,218.514 SHARES FMV 716,624 716,624
VANGUARD INTER-TERM INVESTMENT-GRADE FUND ADM (VFIDX) 46,708.704 SHARES FMV 405,432 405,432
VANGUARD LONG-TERM INVESTMENT-GRADE FUND ADM (VWETX) 49,637.656 SHARES FMV 403,554 403,554
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND ADM (VFSUX) 36,674.929 SHARES FMV 375,185 375,185
VANGUARD TOTAL BOND MARKET INDEX FUND ADM (VBTLX) 124,285.484 SHARES FMV 1,206,812 1,206,812
VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND ADM (VTABX) 52,603.833 SHARES FMV 1,037,348 1,037,348
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND INST (VTSNX) 37,854.573 SHARES FMV 4,712,894 4,712,894
VANGUARD TOTAL STOCK MARKET INDEX FUND INST (VITSX) 52,729.568 SHARES FMV 6,090,792 6,090,792

TY 2023 LegalFeesSchedule
Name:
NEWALLIANCE FOUNDATION INC
EIN:
56-2453619
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GENERAL AND ADMINISTRATIVE LEGAL COUNSEL 561 0   837


TY 2023 OtherAssetsSchedule
Name:
NEWALLIANCE FOUNDATION INC
EIN:
56-2453619
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SECURITY DEPOSITS 1,450 1,450 1,450


TY 2023 OtherDecreasesSchedule
Name:
NEWALLIANCE FOUNDATION INC
EIN:
56-2453619
Description Amount
CHANGE IN DEFERRED FEDERAL EXCISE TAX 20,000


TY 2023 OtherExpensesSchedule
Name:
NEWALLIANCE FOUNDATION INC
EIN:
56-2453619
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES AND SUBSCRIPTIONS 7,835 0   7,835
INSURANCE EXPENSE 9,394 0   9,496
OFFICE AND OTHER EXPENSES 53,462 0   55,099


TY 2023 OtherIncreasesSchedule
Name:
NEWALLIANCE FOUNDATION INC
EIN:
56-2453619
Description Amount
UNREALIZED APPRECIATION ON INVESTMENTS 3,342,822


TY 2023 OtherLiabilitiesSchedule
Name:
NEWALLIANCE FOUNDATION INC
EIN:
56-2453619
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED FEDERAL EXCISE TAX 26,000 46,000


TY 2023 OtherProfessionalFeesSchedule
Name:
NEWALLIANCE FOUNDATION INC
EIN:
56-2453619
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT AND ADVISORY 307,175 307,175   0
PHILANTHROPIC AND GRANTMAKING ADVISORY SERVICES 24,677 0   11,527


TY 2023 TaxesSchedule
Name:
NEWALLIANCE FOUNDATION INC
EIN:
56-2453619
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 6,673 0   0