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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$32,235,093J 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... 705,891 705,891  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 456,234
b Gross sales price for all assets on line 6a 967,883
7 Capital gain net income (from Part IV, line 2)... 456,234
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........ 1,162,125 1,162,125  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 167,752 0   166,058
14 Other employee salaries and wages...... 146,185 0   144,621
15 Pension plans, employee benefits....... 56,103 0   57,414
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
2,624 0   2,624
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
39,598 0   39,512
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
220,892 186,702   42,379
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
13,558 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 41,186 0   43,023
21 Travel, conferences, and meetings....... 22,401 0   20,866
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
45,363 0   44,809
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 755,662 186,702   561,306
25 Contributions, gifts, grants paid....... 997,410 994,060
26 Total expenses and disbursements. Add lines 24 and 25 1,753,072 186,702   1,555,366
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -590,947
b Net investment income (if negative, enter -0-) 975,423
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 276,450 10,135 10,135
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.......... 12,117 1,706 1,706
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).......... 30,297,584 Click to see attachment
List of Attached Documents:
// Content
32,221,802 		32,221,802
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) 30,587,601 32,235,093 32,235,093
Liabilities 17 Accounts payable and accrued expenses.......... 35,305 29,014
18 Grants payable................. 14,250 17,600
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
46,000 		Click to see attachment
List of Attached Documents:
// Content
34,514
23 Total liabilities (add lines 17 through 22)......... 95,555 81,128
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........... 30,492,046 32,153,965
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)..... 30,492,046 32,153,965
30 Total liabilities and net assets/fund balances (see instructions). 30,587,601 32,235,093
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
30,492,046
2
Enter amount from Part I, line 27a .....................
2
-590,947
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,252,866
4
Add lines 1, 2, and 3 ..........................
4
32,153,965
5
Decreases not included in line 2 (itemize) right arrow
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
32,153,965
Form 990-PF (2024)
Form 990-PF (2024)
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 967,883   765,393 202,490
b       253,744
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       202,490
b       253,744
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 2 456,234
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 13,558
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 13,558
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 13,558
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 10,044
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 18,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 28,044
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
8 105
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 14,381
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow14,381 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
WILDALIZ BERMUDEZ DIRECTOR (BEGAN 05/06/2024)
1.00 		0 0 0
195 CHURCH STREET 7TH FLOOR
NEW HAVEN,CT065102009
JOHN-PAUL CHAISSAN-CARDENAS DIRECTOR (BEGAN 05/06/2024)
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
MARYANN OTT EXECUTIVE DIRECTOR
40.00 		167,752 21,085 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 		106,877 5,874 0
195 CHURCH STREET 7TH FLOOR
NEW HAVEN,CT065102009
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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 134,009
70 AUDUBON STREET
NEW HAVEN,CT065101248
VANGUARD INVESTMENT MANAGEMENT AND ADVISORY 52,693
PO BOX 3009
MONROE,WI535668309
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 2024, 6 LIBRARIES PARTICIPATED IN THE PROGRAM, SERVING 119 STUDENTS. ALL BUT ONE STUDENT 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. 54,058
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 (2024)
Form 990-PF (2024)
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
31,434,993
b
Average of monthly cash balances.......................
1b
268,741
c
Fair market value of all other assets (see instructions)................
1c
1,450
d
Total (add lines 1a, b, and c).........................
1d
31,705,184
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
31,705,184
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
475,578
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
31,229,606
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,561,480
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
1,561,480
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
13,558
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,558
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,547,922
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,547,922
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
1,547,922
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
1,555,366
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
1,555,366
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,547,922
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 59,620
b From 2020...... 64,142
c From 2021...... 62,131
d From 2022...... 217,164
e From 2023...... 93,032
f Total of lines 3a through e ........ 496,089
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,555,366
a Applied to 2023, 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 2024 distributable amount..... 1,547,922
e Remaining amount distributed out of corpus 7,444
5 Excess distributions carryover applied to 2024. 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 5 503,533
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		59,620
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		443,913
10 Analysis of line 9:
a Excess from 2020.... 64,142
b Excess from 2021.... 62,131
c Excess from 2022.... 217,164
d Excess from 2023.... 93,032
e Excess from 2024.... 7,444
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 TRANSFORMATIVE PROGRAMS THAT STIMULATE CREATIVITY, BOOST SELF-ESTEEM, AND DEVELOP ESSENTIAL SKILLS. 2,500

ACHIEVEMENT FIRST

470 JAMES STREET
NEW HAVEN,CT06513 		N/A PC TO SUPPORT ACHIEVEMENT FIRST'S NEW HAVEN SCHOOLS (ELM CITY COLLEGE PREP, AMISTAD ACADEMY) VIA A RENEWED GENERAL OPERATING GRANT FROM NEWALLIANCE FOUNDATION TO SUSTAIN OPERATIONS OF ACHIEVEMENT-GAP-CLOSING, COLLEGE-PREPARATORY, K-12 EDUCATIONAL PROGRAM. 12,500

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 SUPPORT THE ARTS COUNCIL OF GREATER NEW HAVENS MAIN ORGANIZATIONAL PRIORITY TO MAKE STRIDES TOWARD A HEALTHIER ARTS AND CULTURE ECOSYSTEM IN THE GREATER NEW HAVEN REGION. 5,000

ARTS COUNCIL OF GREATER NEW HAVEN

70 AUDUBON STREET
NEW HAVEN,CT06510 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 250

ARTS FOR LEARNING CT

1 EVERGREEN AVENUE
HAMDEN,CT06518 		N/A PC TO SUPPORT AN EXPANDED COHORT OF HIGHER ORDER THINKING SCHOOLS PARTNER SCHOOLS IN THE REGION, PROVIDING CREATIVE, EVIDENCE-BASED, TEACHING AND LEARNING PROGRAMS AT 3 UNDERSERVED SCHOOLS IN 2024-25: CHURCH ST ELEMENTARY IN HAMDEN, ACES WINTERGREEN IN HAMDEN, AND ROBERTO CLEMENTE IN NEW HAVEN. 5,000

AUDUBON CT

613 RIVERSVILLE ROAD
FAIRFIELD,CT06831 		N/A PC TO SUPPORT EDUCATIONAL OPPORTUNITIES THAT HELP HIGH SCHOOL STUDENTS ACQUIRE CORE ACADEMIC SKILLS NEEDED FOR STEM-FOCUSED HIGHER EDUCATION AND/OR CAREERS. 4,000

BEULAH HEIGHTS CHURCH

782 ORCHARD STREET
NEW HAVEN,CT06511 		N/A PC TO SUPPORT UNDER ACHIEVING STUDENTS IN GRADES 1-5 WHO LOST ACADEMICALLY DURING THE PANDEMIC AT PARTNER SCHOOL, WEXLER- GRANT BY PROVIDING MATH AND READING ENRICHMENT THROUGH NEW HAVEN COUNTS. 6,000

BHCARE INC

127 WASHINGTON AVE
NEW HAVEN,CT06473 		N/A PC TO SUPPORT WARM, WELCOMING FURNISHINGS FOR CHILDREN'S BEHAVIORAL HEALTH CLINIC OPENING THIS FALL IN N. BRANFORD. 3,000

BOOKER T WASHINGTON ACADEMY

804 STATE STREET
NEW HAVEN,CT06511 		N/A PC TO SUPPORT THE DIFFERENTIATED NEEDS IN THE AREAS OF TEACHER CONTENT KNOWLEDGE AND STUDENT SKILLS IN THE AREA OF LITERACY WHICH HAVE BEEN EXACERBATED BY THE EDUCATIONAL IMPACT OF THE GLOBAL PANDEMIC. 20,000

BOUNDLESS LITERACY

21 MIDDLE ROAD
HAMDEN,CT06517 		N/A PC TO SUPPORT THE ORGANIZATION'S ABILITY TO SERVE AS MANY STUDENTS AS POSSIBLE IN CONNECTICUT'S UNDERSERVED SCHOOLS AND DISTRICTS. 15,000

BOYS & GIRLS CLUB OF NEW HAVEN

253 COLUMBUS AVE
NEW HAVEN,CT06519 		N/A PC TO SUPPORT GENERAL OPERATIONS AT BOYS AND GIRLS CLUBS OF GREATER NEW HAVEN. 7,500

BOYS & GIRLS VILLAGE

528 WHEELERS FARMS ROAD
MILFORD,CT06461 		N/A PC TO SUPPORT THE MOTIVATIONAL INTERVIEWING TRAINING OF STAFF AND FAMILY MEMBERS IN SAFE HAVEN AND KRAFT HOUSE RESIDENCES. 5,000

CAPA SHUBERT THEATRE

247 COLLEGE STREET
NEW HAVEN,CT06510 		N/A PC TO PROVIDE GENERAL OPERATING FUNDS TO CONTINUE EFFORTS TO BRING IN CULTURES AND INTERNATIONAL ART FORMS. 12,500

CAPA SHUBERT

247 COLLEGE STREET
NEW HAVEN,CT06510 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 2,000

CAREER RESOURCES

1000 LAFAYETTE BOULEVARD
BRIDGEPORT,CT06604 		N/A PC TO SUPPORT RESIDENTS OF THE GREATER NEW HAVEN AREA WITH SIGNIFICANT BARRIERS TO EMPLOYMENT WITH JOB READINESS TRAINING, CAREER COACHING, AND JOB PLACEMENT SERVICES IN ORDER TO HELP THEM ATTAIN STEADY EMPLOYMENT AND FINANCIAL SELF-SUFFICIENCY. 5,000

CHILDREN'S LAW CENTER OF CT

30 ARBOR STREET SOUTH BUILDING
HARTFORD,CT06106 		N/A PC TO SUPPORT INDIGENT CHILDREN CAUGHT IN THE MIDDLE OF THEIR PARENTS' HIGH-CONFLICT FAMILY COURT CASES BY BEING THEIR VOICE IN COURT, WHERE THEIR INTERESTS MIGHT OTHERWISE BE OVERLOOKED. 5,000

CHRISTIAN COMMUNITY ACTION - NEW HAVEN

168 DAVENPORT AVENUE
NEW HAVEN,CT06519 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 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 PROGRAMS, AND CENTERING EQUITY THROUGHOUT ORGANIZATION IN ORDER TO FURTHER MISSION OF GROWING AN EQUITABLE LOCAL FOOD SYSTEM IN NEW HAVEN AND BEYOND. 7,500

CLICK INC

41 CLUB ROAD
WINDHAM,CT06280 		N/A PC TO SUPPORT YOUTH IN GAINING WORKFORCE, LEADERSHIP, AND ADVOCACY SKILLS THROUGH APPRENTICESHIPS THAT PROMOTE FOOD SECURITY AND PROVIDE YOUTH A VOICE IN SHAPING CAREER AND FOOD SYSTEM DEVELOPMENT OPPORTUNITIES FOR THEMSELVES, THEIR PEERS, AND THEIR COMMUNITY. 5,000

CLIFFORD BEERS

162 FILLMORE STREET
NEW HAVEN,CT06513 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 2,000

CLIFFORD W BEERS GUIDANCE CLINIC INC

41 MARNE STREET
HAMDEN,CT06514 		N/A PC TO SUPPORT CLIFFORD BEERS TRAUMA-INFORMED SERVICES WHICH SERVE AS A SAFETY NET FOR CHILDREN, FAMILIES AND COMMUNITIES STRUGGLING WITH BEHAVIORAL HEALTH PROBLEMS. 10,000

COLLAB INCORPORATED

28 ORANGE STREET
NEW HAVEN,CT06511 		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 COLUMBUS HOUSES NEW HAVEN SHELTER PROGRAM ON ELLA T. GRASSO BOULEVARD WHICH PROVIDES 83 BEDS, BASIC NEEDS, AND CASE MANAGEMENT SERVICES FOR ADULT MEN AND WOMEN 365 DAYS PER YEAR. 5,000

COLUMBUS HOUSE INC

586 ELLA T GRASSO BOULEVARD
NEW HAVEN,CT06419 		N/A PC TO SUPPORT COLUMBUS HOUSES NEW HAVEN SHELTER PROGRAM 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 GNH

70 AUDUBON STREET
NEW HAVEN,CT06510 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 500

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 2024. 10,000

COMMUNITY SOUP KITCHEN OF NEW HAVEN INC

84 BROADWAY
NEW HAVEN,CT06511 		N/A PC TO SUPPORT COMMUNITY BY FEEDING NEW HAVEN COUNTY'S HUNGRY SAFELY AND RELIABLY. 10,000

CONCEPTS FOR ADAPTIVE LEARNING

5 SCIENCE PARK SUITE 2C
NEW HAVEN,CT06511 		N/A PC TO SUPPORT FREE PROGRAMS FOR YOUTH THAT ARE PART OF A MARGINALIZED COMMUNITY. 10,000

CONNECTICUT COURT APPOINTED SPECIAL ADVOCATES

157 CHURCH STREET
NEW HAVEN,CT06510 		N/A PC TO SUPPORT A PORTION OF THE EXECUTIVE DIRECTORS PROGRAM TIME FOR THE NEW HAVEN REGION (WHILE COMPLEMENTING OTHER STAFF PAID FROM OTHER FUNDS), WHICH WILL ALLOW US TO EXPAND THE NUMBER OF CHILDREN SERVED WHILE ADHERING TO QUALITY STANDARDS FOR SCREENING, TRAINING, AND SUPERVISING VOLUNTEERS. 12,500

CORNELL SCOTT HILL HEALTH CENTER FOUNDATION INC

400 COLUMBUS AVENUE
NEW HAVEN,CT06519 		N/A PC TO SUPPORT THE GENERAL OPERATION OF THE CORNELL SCOTT HILL HEALTH CORPORATION, A FEDERALLY QUALIFIED HEALTH CENTER SERVING THE GREATER NEW HAVEN AREA WITH INTEGRATED HEALTH CARE (MEDICAL, BEHAVIORAL HEALTH AND SPECIALTIES) FOR OVER 55,000 LOW INCOME, MINORITY PERSONS SPANNING THEIR LIFE SPAN. 7,500

COVENANT SOUP KITCHEN

220 VALLEY STREET
WILLIMANTIC,CT06226 		N/A PC TO SUPPORT PROGRAMS AT COVENANT SOUP KITCHEN THAT PROVIDE NUTRITIOUS FOOD AND PERSONAL CARE ITEMS TO THOUSANDS OF PEOPLE STRUGGLING WITH HUNGER AND FOOD INSECURITY DUE TO POVERTY, UNEMPLOYMENT, UNDEREMPLOYMENT, ILLNESS, HOMELESSNESS AND OTHER CHALLENGES THAT CREATE BARRIERS TO ECONOMIC SECURITY. 5,000

CPEN - COMMUNITY PLACEMAKING ENGAGEMENT NETWORK

157 CHURCH STREET 19 FLOOR
NEW HAVEN,CT06510 		N/A PC TO SUPPORT PREVENTION SMART EDUCATION ALLIANCE EXPANSION FROM 4 SCHOOLS TO CITY-WIDE. 2,000

CREATIVE ARTS WORKSHOP

91 SHELTON AVENUE
NEW HAVEN,CT06511 		N/A PC TO SUPPORT VISUAL ARTS CLASSES AND INSTRUCTIONAL OPPORTUNITIES IN EIGHT DISCIPLINES. 12,500

CREATIVE HEARTS

70 AUDUBON STREET
NEW HAVEN,CT06510 		N/A PC TO GIVE PARTICIPANTS AN OUTLET TO EXPRESS THEIR EMOTIONS AND THOUGHTS CREATIVELY. WELL-BEING. 5,000

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
GRISWOLD,CT06351 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 250

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 2024-2025 TO 180 THIRD AND FOURTH GRADE STUDENTS AND THEIR TEACHERS AT PUTNAM ELEMENTARY AND 90 FOURTH GRADE STUDENTS AND THEIR TEACHERS AT STAFFORD ELEMENTARY. 3,000

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

CT CENTER FOR ARTS AND TECHNOLOGY

4 SCIENCE PARK
NEW HAVEN,CT06511 		N/A PC TO SUPPORT GENERAL OPERATIONS, ALLOWING FOR CONTINUED COMMUNITY IMPACT THROUGH WORKFORCE DEVELOPMENT TRAINING AND YOUTH DEVELOPMENT PROGRAMS. 15,000

CT HOSPICE

100 DOUBLE BEACH ROAD
BRANFORD,CT06405 		N/A PC TO SUPPORT EFFORTS TO MEET A GROWING NEED FOR PALLIATIVE CARE FOR PATIENTS WITH TERMINAL ILLNESS EARLIER IN THEIR DISEASE PROGRESSION PRIOR TO THEIR ELIGIBILITY FOR END-OF-LIFE HOSPICE CARE BY OFFSETTING START UP COSTS AND SHORTFALLS WHEN INSURANCE REIMBURSEMENT DOES NOT FULLY COVER COST OF CARE. 5,000

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 CLASSES AT THE EARLY CHILDHOOD LEARNING CENTER AT HOCKANUM SCHOOL IN EAST HARTFORD. 7,500

CT VETERANS LEGAL CENTER

114 BOSTON POST ROAD GROUND FLOOR
G0016
WEST HAVEN,CT06516 		N/A PC TO SUPPORT FREE LEGAL AID SERVICES TO LOW-INCOME VETERANS IN NEWALLIANCE FOUNDATION'S SERVICE AREA, RANGING FROM FULL LEGAL REPRESENTATION TO ONE-TIME ADVICE OR REFERRAL. 5,000

CT WOMEN'S HALL OF FAME

1265 ASYLUM AVENUE
HARTFORD,CT06105 		N/A PC TO SUPPORT THE "SEE IT, BE IT!" PROGRAM IN NEW HAVEN, WHICH IS EXPANDING FROM 1 TO 10 SCHOOLS. 3,000

DWIGHT HALL AT YALE

PO BOX 209008
NEW HAVEN,CT06520 		N/A PC TO PROVIDE HIGH-QUALITY MEALS TO NEW HAVEN RESIDENTS EXPERIENCING FOOD INSECURITY. 2,000

ELM CITY INTERNATIONALS

360 FOUNTAIN STREET
NEW HAVEN,CT06515 		N/A PC TO SUPPORT UNDERSERVED YOUTH AND PROVIDE THEM WITH AN ENRICHING READING AND WRITING CURRICULUM, TUTORING, MENTORING, SOCCER PROGRAMMING, COLLEGE COUNSELING, AND COLLEGE FOLLOW-THROUGH PROGRAMING TO ENSURE THAT THEY ARE IN A POSITION TO EXCEL IN COLLEGE AND GRADUATE FROM COLLEGE. 10,000

ELM CITY INTERNATIONALS

360 FOUNTAIN STREET
NEW HAVEN,CT06515 		N/A PC HI-5 HIGH IMPACT LITERACY PROGRAM. 10,000

ELM SHAKESPEARE COMPANY

501 CRESCENT STREET
NEW HAVEN,CT06515 		N/A PC TO SUPPORT THE OPERATIONS OF ELM SHAKESPEARES 2024 SEASON, SPECIFICALLY WITH SUPPORT FOR THE EXPANSION OF YOUTH FESTIVAL AND EDUCATION STAFF. 5,000

ELY CENTER OF CONTEMPORARY ART

51 TRUMBULL STREET
NEW HAVEN,CT06473 		N/A PC TO SUPPORT A COMMUNITY MANAGER TO WELCOME, ONBOARD AND FOSTER BELONGING/INCLUSION OF CONSTITUENTS AND DEVELOP ENVIRONMENTAL LEADERSHIP FOR ARTISTS PROGRAM. 5,000

ELY CENTER OF CONTEMPORARY ART

51 TRUMBULL STREET
NEW HAVEN,CT06510 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 50

ENFIELD FOOD SHELF INC

786 ENFIELD STREET
ENFIELD,CT06082 		N/A PC TO SUPPORT FOOD INSECURE CHILDREN, ADULTS AND SENIORS. 2,000

ENFIELD PEOPLE FOR PEOPLE INC

ST PATRICK CHURCH
ENFIELD,CT06082 		N/A PC TO PROVIDE SUPPORT FOR SAFE OVERNIGHT SHELTER FOR THE HOMELESS IN THE ENFIELD COMMUNITY AND TRANSITIONAL HOUSING AND PERMANENT ACCOMMODATIONS THROUGH OTHER ORGANIZATIONS. 5,000

FAITHACTS FOR EDUCATION

857 POST ROAD
FAIRFIELD,CT06824 		N/A PC TO SUPPORT THE FAITHACTS ORGANIZING INSTITUTE, A NEWLY DESIGNED, NEW HAVEN-BASED, PAID, SIX-MONTH PROGRAM THROUGH WHICH COMMUNITY MEMBERS LEARN THE SKILLS NECESSARY TO BECOME EFFECTIVE COMMUNITY ORGANIZERS, BUILDING COMPETENCIES THAT ARE OF IMMEDIATE USE FOR INDIVIDUAL AND COMMUNITY DEVELOPMENT. 5,000

FIXING FATHERS ONE DAD AT A TIME INC

168 BROADWAY
HAMDEN,CT06518 		N/A PC TO PROVIDE ESSENTIAL SUPPORT TO FAMILIES IN NEED BY DISTRIBUTING $50 GIFT CARDS FOR GROCERIES. 5,000

FOSTERING FAMILY HOPE

31 HALL AVENUE
WALLINGFORD,CT06492 		N/A PC TO SUPPORT FOSTER CLOSET AND CARE BAG PROGRAMS IN WALLINGFORD, PROVIDING ESSENTIAL ITEMS TO CHILDREN ENTERING FOSTER CARE, REDUCING STIGMA AND ENSURING THEY FEEL VALUED AND SUPPORTED WITH OUTFITS, PAJAMAS, UNDERWEAR, DIAPERS, WIPES, HAIR/BODY CARE ITEMS, BOOKS/TOYS, AND COMFORT ITEMS. 2,500

FRIENDS CENTER FOR CHILDREN

227 EAST GRAND AVENUE
NEW HAVEN,CT06513 		N/A PC KIM A. HEALEY LEADERSHIP AWARD 10,000

FRIENDS CENTER FOR CHILDREN

227 EAST GRAND AVENUE
NEW HAVEN,CT06513 		N/A PC TO SUPPORT THE RETROFIT AND STOCKING OF NEW MOBILE LIBRARY AND TEACHER LEARNING HUB. 17,500

GATEWAY COMMUNITY COLLEGE FOUNDATION

20 CHURCH STREET
NEW HAVEN,CT06510 		N/A PC TO SUPPORT THE EDUCATION AND CAREER ADVANCEMENT OF CT STATE GATEWAY'S STUDENTS, THE GATEWAY FOUNDATION SEEKS A $15,000 SPONSORSHIP OF ITS 27TH ANNUAL HALL OF FAME AWARDS CELEBRATION NOVEMBER 7 IN NEW HAVEN. 7,500

GATHER NEW HAVEN

470 JAMES STREET SUITE 007
NEW HAVEN,CT06513 		N/A PC TO SUPPORT THE CAPACITY OF GATHER NEW HAVEN TO DELIVER HIGH QUALITY ENVIRONMENTAL, YOUTH, AND HEALTH PROGRAMMING WHILE MAINTAINING AND ENCOURAGING ACTIVE USE OF THE 6 NATURE PRESERVES AND 45 COMMUNITY GARDENS IN ITS CARE. 7,500

GENTLE LOVE DIAPER PANTRY

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

HABITAT FOR HUMANITY OF GREATER NEW HAVEN

37 UNION STREET
NEW HAVEN,CT06511 		N/A PC TO SUPPORT THE BUILDING OF A HABITAT HOME AT 33 NELSON STREET IN NEW HAVEN. 12,500

HAVENLY

25 TEMPLE STREET
NEW HAVEN,CT06510 		N/A PC TO SUPPORT ESL CLASSES AND DRIVER'S LICENSE CLASSES FOR WORKFORCE DEVELOPMENT PROGRAM FOR 40 PARTICIPANTS BETWEEN SEPTEMBER 2024 AND JULY 2025. 7,500

HEIFER PROJECT INTERNATIONAL

1 WORLD AVENUE
LITTLE ROCK,AR72202 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 500

HOMEFRONT

88 HAMILTON AVENUE
STAMFORD,CT06902 		N/A PC TO SUPPORT THE COMPLETION OF HOME REPAIR PROJECTS FOR TWO LOW-INCOME HOUSEHOLDS IN NEW ALLIANCE FOUNDATIONS SERVICE AREA. 5,000

HOPE PARTNERSHIP

99B DURHAM ROAD
MADISON,CT06443 		N/A PC TO SUPPORT THE DEVELOPMENT OF AFFORDABLE HOUSING IN SMALL, HIGH-OPPORTUNITY TOWNS ALONG THE SHORELINE AND IN LOWER MIDDLESEX COUNTY. 7,500

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. 12,500

HUNEEBEE PROJECT

269 PECK STREET
NEW HAVEN,CT06513 		N/A PC TO SUPPORT THE OPERATION OF TWO BEEKEEPERS IN RESIDENCE TRAINING COHORTS IN 2025. 5,000

IGNITE THE VOICE INC

456 BELLEVUE ROAD
NEW HAVEN,CT06511 		N/A PC TO SUPPORT YOUTH RESILIENCE PROJECT, A COLLABORATIVE SERIES AND EVENT BETWEEN IGNITE THE VOICE AND CREATIVE HEARTS INC. 2,500

INSTITUTE LIBRARY

847 CHAPEL STREET
NEW HAVEN,CT06510 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 960

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. 12,500

INTERFAITH VOLUNTEER CARE GIVERS OF GNH

1253 WHITNEY AVENUE
HAMDEN,CT06517 		N/A PC TO SUPPORT YOUTH LITERACY AND SOCIAL-EMOTIONAL LEARNING FOR STRUGGLING K-3RD GRADE STUDENTS, EXPERIENCE CORPS VOLUNTEERS WILL TUTOR AND MENTOR DURING THE 2024-2025 SCHOOL YEAR. 10,000

INTERNATIONAL FESTIVAL OF ARTS AND IDEAS

195 CHURCH STREET
NEW HAVEN,CT06510 		N/A PC TO SUPPORT ANNUAL PROGRAMMING. 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). 7,500

JUMPSTART FOR YOUNG CHILDREN

308 CONGRESS STREET
BOSTON,MA02210 		N/A PC TO SUPPORT RECRUITING AND TRAINING 35 CORPS MEMBERS FROM SOUTHERN CONNECTICUT STATE UNIVERSITY TO DELIVER HIGH-QUALITY LITERACY PROGRAMMING TO 120 PRESCHOOLERS IN NEW HAVEN. CORPS MEMBERS RECEIVE 40 HOURS OF TRAINING, AND THEN PROVIDE 200-300 HOURS OF SERVICE IN 8 UNDER RESOURCED CLASSROOMS. 5,000

JUNIOR ACHIEVEMENT OF SOUTHWEST NEW ENGLAND

70 FARMINGTON AVENUE
HARTFORD,CT06105 		N/A PC TO SUPPORT A VARIETY OF EXPERIENTIAL CAREER EXPLORATION AND PREPARATION PROGRAMS THROUGHOUT THE 2023-24 SCHOOL YEAR. 2,500

JUNTA FOR PROGRESSIVE ACTION

165 GRAND AVENUE
NEW HAVEN,CT06513 		N/A PC TO SUPPORT JUNTA'S FREE AFTER SCHOOL PROGRAM FOR KIDS BETWEEN THE AGES OF 6 THROUGH 13. 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, SUMMER ARTS EDUCATION PROGRAMS THAT PROVIDE CREATIVE OUT-OF-SCHOOL TIME ACTIVITIES AND PERFORMANCE OPPORTUNITIES FOR CHILDREN AGES 5 TO 13. 1,000

KILLINGLY PUBLIC LIBRARY

25 WESTCOTT ROAD SUITE 06
DANIELSON,CT06239 		N/A PC TO FUND "READY FOR THE GRADE", A PUBLIC LIBRARY, K-3 SUMMER READING INITIATIVE DEVELOPED BY NEWALLIANCE FOUNDATION. 10,000

LANE COLLEGE

545 LANE AVENUE
JACKSON,TN38301 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 500

LEADERSHIP EDUCATION AND ATHLETICS IN PARTNERSHIP

31 JEFFERSON STREET
NEW HAVEN,CT06511 		N/A PC THE REQUESTED FUNDS WILL BE USED TO SUPPORT LEAP'S FREE AFTER-SCHOOL AND SUMMER ACADEMIC AND ENRICHMENT PROGRAMMING FOR LOW-INCOME NEW HAVEN CHILDREN AGES 7-12, AND LEADERSHIP TRAINING FOR YOUTH AGES 13-24 WHO PROVIDE DIRECT SERVICES TO LEAP CHILDREN. 20,000

LEGACY THEATRE

128 THIMBLE ISLANDS ROAD
BRANFORD,CT06405 		N/A PC TO SUPPORT LEGACY THEATRE'S 2024 ANNUAL OPERATING BUDGET WHICH FUNDS THE THEATRE'S MAINSTAGE, BROADWAY CONCERT, AND FAMILY SERIES', AS WELL AS EDUCATIONAL PROGRAMS. 5,000

LIBERTY COMMUNITY SERVICES

153 EAST STREET
NEW HAVEN,CT06511 		N/A PC TO SUPPORT GENERAL OPERATIONS. 7,500

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 LVSCT'S ABILITY TO KEEP PACE WITH INCREASED DEMAND FOR SERVICES, WHICH WILL INCLUDE CRITICAL ELEMENTS SUCH AS: PAYING TWO PART-TIME EMPLOYEES WHO RUN THE ORGANIZATION AND TUTORING PROGRAM; PURCHASING INSTRUCTIONAL MATERIALS; AND INCREASING VOLUNTEER TUTOR RECRUITING AND TRAINING. 7,900

LOAVES AND FISHES NEW HAVEN

57 OLIVE STREET
NEW HAVEN,CT06511 		N/A PC TO SUPPORT 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 2023-24 ACTIVITIES FOR GREATER NEW HAVEN RESIDENTS, INCLUDING THREE PROFESSIONALLY PRODUCED PLAYS, COMMUNITY PARTNERSHIPS, AND INVESTMENTS IN NEW WORK FOR THE AMERICAN STAGE. 12,500

MAD CONTENT PRODUCTIONS

1 CAMPBELL AVENUE SUITE 94
WEST HAVEN,CT06516 		N/A PC TO SUPPORT A REMAKE OF A CLASSIC HOLIDAY PLAY FOR THE COMMUNITY IN THE FALL OF 2025. 5,000

MANCHESTER COMMUNITY COLLEGE FOUNDATION

GREAT PATH MS 6
MANCHESTER,CT06045 		N/A PC TO SUPPORT SCHOLARSHIPS FOR LOW INCOME AND MINORITY CT STATE MANCHESTER CAMPUS STUDENTS WHO DEMONSTRATE THE HIGHEST LEVEL OF NEED, RESIDE IN A TOWN WITHIN THE NEWALLIANCE FOUNDATION SERVICE AREA, AND ARE ENROLLED IN ONE OF THE COLLEGE'S NON-CREDIT WORKFORCE DEVELOPMENT CERTIFICATE PROGRAMS. 5,000

MANCHESTER PUBLIC LIBRARY

586 MAIN STREET
MANCHESTER,CT06040 		N/A PC TO FUND "READY FOR THE GRADE", A PUBLIC LIBRARY, K-3 SUMMER READING INITIATIVE DEVELOPED BY NEWALLIANCE FOUNDATION. 8,000

MERCY HIGH SCHOOL

1740 RANDOLPH ROAD
MIDDLETOWN,CT06457 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 50

MERCY HIGH SCHOOL

1740 RANDOLPH ROAD
MIDDLETOWN,CT06457 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 50

MUSIC HAVEN

315 PECK STREET
NEW HAVEN,CT06513 		N/A PC TO SUPPORT RESIDENT MUSICIANS' SALARIES AND TO RETAIN LONG-TERM TEACHERS WHO WORK WITH STUDENTS FROM EARLY ELEMENTARY THROUGH HIGH SCHOOL GRADUATION. 20,000

NEIGHBORHOOD HOUSING SERVICES OF NEW HAVEN

333 SHERMAN AVENUE
NEW HAVEN,CT06511 		N/A PC TO SUPPORT NEIGHBORHOOD REVITALIZATION IN NEW HAVEN THROUGH THE DEVELOPMENT OF AFFORDABLE HOMEOWNERSHIP OPPORTUNITIES FOR LOW- AND MODERATE-INCOME FAMILIES SUPPORTED BY HOMEBUYER EDUCATION, ENERGY EFFICIENCY COUNSELING, AND RESIDENT LEADERSHIP, ENGAGEMENT, AND EMPOWERMENT EFFORTS. 5,000

NEIGHBORHOOD MUSIC SCHOOL

100 AUDUBON STREET
NEW HAVEN,CT06510 		N/A PC TO SUPPORT EXPANSION OF PIANO LAB PROGRAM WITH A SERIES OF FREE CLASSES AT STETSON LIBRARY FOR CHILDREN IN GRADES 1-3, IN PARTNERSHIP WITH THE NEW HAVEN SYMPHONY ORCHESTRA IN HONOR OF HELEN HAGEN, THE FIRST BLACK FEMALE GRADUATE OF YALE SCHOOL OF MUSIC WHO PREMIERED HER PIANO CONCERTO IN 1912. 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. 4,000

NEW HAVEN BALLET

70 AUDUBON STREET
NEW HAVEN,CT06510 		N/A PC TO SUPPORT NEW HAVEN BALLETS 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 75TH ANNIVERSARY SEASON IN 2024-25. 4,000

NEW HAVEN COUNTS

470 JAMES STREET
NEW HAVEN,CT06513 		N/A PC TO SUPPORT THE EXPANSION OF OPERATION OF RECRUITING, TRAINING, AND CONNECTING LOCAL COLLEGE AND UNIVERSITY MENTORS WITH NEW HAVEN STUDENTS THROUGH CASCADING MENTORSHIP MODEL. 10,000

NEW HAVEN ECOLOGY PROJECT

358 SPRINGSIDE AVENUE
NEW HAVEN,CT06515 		N/A PC TO SUPPORT A DIVERSE AND GROWING COMMUNITY OF YOUTH AND FAMILIES. 7,500

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. 11,000

NEW HAVEN PEARLS OF EXCELLENCE FOUNDATION

PO BOX 3665
NEW HAVEN,CT06525 		N/A PC TO SUPPORT CHILDREN AT WEXLER GRANT SCHOOL BY PROVIDING WEEKEND AND HOLIDAY BREAKFAST MEALS AND SNACKS FOR CHILDREN. 2,500

NEW HAVEN PROMISE

28 LINCOLN WAY
NEW HAVEN,CT06517 		N/A PC TO SUPPORT PROGRAMMING THAT UTILIZES CAREER EDUCATION IN MIDDLE SCHOOL AND EARLY HIGH SCHOOL THAT WILL ULTIMATELY INCREASE PROMISE QUALIFIERS #S , AND LATER BY LEVERAGING EDUCATION AND BACK NEW HAVEN PROGRAMMING HELP THOSE STUDENTS SECURE COMPETITIVE INTERNSHIPS/ENTRY LEVEL POSITIONS IN NEW HAVEN. 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 OVER 420 ASPIRING READERS FROM GREATER NEW HAVEN IN THE 2024-25 SCHOOL YEAR IN ONE-ON-ONE TUTORING AND SUPPORT THE DISTRIBUTION OF OVER 85,000 BOOKS TO BUILD HOME LIBRARIES. 25,000

NEW HAVEN SYMPHONY ORCHESTRA

4 HAMILTON STREET
NEW HAVEN,CT06511 		N/A PC TO SUPPORT NHSOS GENERAL OPERATIONS DURING THE 2024-2025 SEASON. 17,600

NEW HYTES

190 MAPLE STREET
BRANFORD,CT06405 		N/A PC TO SUPPORT NEW HYTES' GENERAL OPERATING INVESTMENT IN AN FULL YEAR OF COMPREHENSIVE ENTREPRENEURSHIP, FINANCIAL LITERACY AND MATH TUTORING INITIATIVES DIRECTED TOWARDS NEW HAVEN'S ECONOMICALLY DISADVANTAGED PUBLIC SCHOOL STUDENTS GRADES 1-12. 7,500

NEW REACH

269 PECK STREET
NEW HAVEN,CT06513 		N/A PC TO SUPPORT EMERGENCY SHELTER PROGRAM, WHICH PROVIDES SAFE REFUGE FOR 300 WOMEN AND CHILDREN EACH YEAR. 20,000

NXTHVN

169 HENRY STREET
NEW HAVEN,CT06511 		N/A PC TO SUPPORT EMERGING, UNDERREPRESENTED ARTISTS/CURATORS IN RENOWNED FELLOWSHIP PROGRAM; TO SUPPORT HISTORICALLY MARGINALIZED NEW HAVEN TEENS IN PAID, MENTORED ARTS APPRENTICESHIP PROGRAM; TO SUPPORT BUSINESS INCUBATION AND PUBLIC EXHIBITIONS/EVENTS FOR NEW HAVEN COMMUNITY. 5,000

OPERATION FUEL

75 CHARTER OAK AVENUE
HARTFORD,CT06106 		N/A PC TO SUPPORT EMERGENCY ENERGY DISTRIBUTION IN THE FOUNDATIONS CATCHMENT AREA. 1,000

PRO BONO PARTNERSHIP

237 MAMARONECK AVENUE SUITE 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. 5,000

PROJECT ACCESS OF NEW HAVEN

63 YORK STREET
NEW HAVEN,CT06511 		N/A PC TO SUPPORT PATIENT NAVIGATOR AND COMMUNITY HEALTH WORKER SERVICES THAT CONNECT UNDERSERVED GREATER NEW HAVEN RESIDENTS WITH FREE MEDICAL CARE THROUGH AN EXTENSIVE VOLUNTEER PROVIDER NETWORK AND RESOURCES TO ADDRESS 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. 5,000

REACH OUT AND READ

89 SOUTH STREET
BOSTON,MA02111 		N/A PC TO SUPPORT 7 PEDIATRIC CLINICS THROUGHOUT NEW HAVEN THAT DELIVER THE INTERVENTION TO ABOUT 6,400 CHILDREN AGE 0-5. 7,500

READ TO GROW

53 SCHOOL GROUND ROAD
BRANFORD,CT06405 		N/A PC TO SUPPORT BOOKS FOR BABIES PRENATAL PROJECT WHICH PROVIDES LITERACY INFORMATION AND FREE BOOKS TO EXPECTANT FAMILIES RECEIVING CARE AT THREE NEW HAVEN COMMUNITY HEALTH CENTERS AND THE FOLLOW-UP INITIATIVE TO REGISTERED FAMILIES OF NEWBORNS BORN AT YALE NEW HAVEN HOSPITAL. 7,500

REBUILDING TOGETHER MANCHESTER

41 CENTER STREET
MANCHESTER,CT06045 		N/A PC TO SUPPORT LOW INCOME HOMEOWNERS, PARTICULARLY THE ELDERLY, DISABLED, AND FAMILIES WITH CHILDREN, SO THEY MAY CONTINUE TO LIVE IN WARMTH, SAFETY AND INDEPENDENCE. 2,500

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. 13,000

ROOM 17 MATH INC

141 CINNAMON ROAD
MILFORD,CT06461 		N/A PC TO SUPPORT TOP-TIER TUTORING, RETAIN SKILLED EDUCATORS, AND PRESERVE INNOVATIVE TEACHING METHODS, ENSURING EQUITABLE EDUCATION, BREAKING POVERTY CYCLES, AND FOSTERING CONFIDENT MATHEMATICIANS. 5,000

SAVE THE SOUND

900 CHAPEL STREET
NEW HAVEN,CT06510 		N/A PC TO SUPPORT PUBLIC EDUCATION AND OUTREACH RELATED TO PRESERVING SIX LAKES IN THE ENVIRONMENTAL JUSTICE COMMUNITY OF NEWHALL, A PREDOMINANTLY BLACK, LOW-INCOME NEIGHBORHOOD IN HAMDEN, CT, ELEVATING THE OFTEN-NEGLECTED VOICES OF NEWHALL NEIGHBORS IN A LAND USE DECISION THAT DIRECTLY AFFECTS THEM. 5,000

SHORELINE SOUP KITCHENS & PANTRIES

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

SOLAR YOUTH

53 WAYFARER STREET
NEW HAVEN,CT06515 		N/A PC TO SUPPORT GREEN JOBS YOUTH DEVELOPMENT PROGRAM WHICH PROVIDES PROFESSIONAL DEVELOPMENT, COMMUNITY SERVICE, STEWARDSHIP, AND SEL SUPPORTS FOR THE MOST AT-RISK TEENS IN COMMUNITIES THAT ARE UNDERSERVED, BELOW THE THE POVERTY AND/OR IN EXTREME POVERTY. 7,500

SOUTHERN CONNECTICUT STATE UNIVERSITY FOUNDATION

501 CRESCENT STREET
NEW HAVEN,CT06515 		N/A PC TO SUPPORT 4 INTERNSHIPS THROUGH THE IMPACT GREATER NEW HAVEN NONPROFIT INTERNSHIP PROGRAM, PROVIDING BUSINESS SUPPORT TO LOCAL NONPROFITS AND BOOSTING THEIR CAPACITY TO SERVE ECONOMICALLY DISADVANTAGED AND DIVERSE COMMUNITIES, WHILE PREPARING STUDENTS WITH PROFESSIONAL SKILLS AND CAREER READINESS. 3,000

SQUASH HAVEN

70 TOWER PARKWAY
NEW HAVEN,CT06511 		N/A PC TO SUPPORT THE NEEDS OF 175 SQUASH HAVEN TEAM MEMBERS IN 2023-24. 17,500

ST THOMAS'S DAY SCHOOL

830 WHITNEY AVENUE
NEW HAVEN,CT06511 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 500

ST THOMAS'S DAY SCHOOL

830 WHITNEY AVENUE
NEW HAVEN,CT06511 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 500

ST MARTIN DE PORRES

208 COLUMBUS AVENUE
NEW HAVEN,CT06519 		N/A PC TO SUPPORT GRADUATE SUPPORT PROGRAM WHICH PROVIDES PREPARATION, GUIDANCE AND RESOURCES TO REMOVE BARRIERS AND OBSTACLES TO ALLOW STUDENTS TO ACCESS, ATTEND AND GRADUATE FROM HIGH SCHOOL AND COLLEGE. 20,000

SUNRISE CAFE NEW HAVEN INC

57 OLIVE STREET
NEW HAVEN,CT06511 		N/A PC TO SUPPORT THE FEEDING OF NEW HAVEN'S FOOD INSECURE AND HOMELESS POPULATION. 5,000

TEACH FOR AMERICA CONNECTICUT

370 JAMES STREET
NEW HAVEN,CT06513 		N/A PC TO SUPPORT TEACH FOR AMERICA'S AMBITIOUS GOAL FOR NEW HAVENS STUDENTS: BY 2030, TWICE AS MANY STUDENTS IN NEW HAVEN WILL ACHIEVE KEY EDUCATIONAL MILESTONES IN 3RD GRADE READING AND 8TH GRADE MATH, SIGNALING THEIR PROGRESS TOWARDS ECONOMIC MOBILITY AND A FUTURE FULL OF POTENTIAL. 5,000

THAMES VALLEY COUNCIL FOR COMMUNITY ACTION

1 SYLVANDALE ROAD
JEWETT CITY,CT06351 		N/A PC TO SUPPORT TVCCAS SENIOR NUTRITION PROGRAM IN MEETING THE NUTRITIONAL AND SOCIAL NEEDS OF RESIDENTS AGES 60 AND OLDER IN 8 NEWALLIANCE TOWNS IN NORTHEAST CONNECTICUT. THE PROGRAM DELIVERS MEALS ON WHEELS TO THE HOMEBOUND AND PROVIDES CONGREGATE LUNCHES FOR ACTIVE ELDERS AT LOCAL SENIOR CENTERS. 3,500

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

THE NEW HAVEN PRIDE CENTER

50 ORANGE STREET
NEW HAVEN,CT06510 		N/A PC WILLIAM W. BOUTON AWARD 10,000

THE THOMPSON ECUMENICAL EMPOWERMENT GROUP INC

15 THATCHER ROAD
NORTH GROSVENORDALE,CT06255 		N/A PC TO SUPPORT THE GOT DRAMA PROGRAM, DESIGNED TO BRING AT- RISK YOUTH TOGETHER THROUGH THEATER. 2,000

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. 5,000

UBUNTU STORYTELLERS

70 AUDUBON STREET
NEW HAVEN,CT06510 		N/A PC TO EXPAND THE NARROW PERCEPTION OF BLACK AND BIPOC LIVED LIVES. 5,000

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 UNITED WAYS SECURE START INITIATIVE WHICH ADDRESSES CHILDRENS EMOTIONAL NEEDS SO THEY CAN THRIVE BY PROVIDING TRAINING AND EDUCATION TO EQUIP PARENTS AND EDUCATORS WITH THE TOOLS TO CREATE SECURE, HEALTHY, AND NURTURING RELATIONSHIPS WITH THE CHILDREN THEY LOVE. 5,000

WALLINGFORD PUBLIC LIBRARY

200 N MAIN STREET
WALLINGFORD,CT06492 		N/A PC TO SUPPORT SUMMER BUDDIES, A 6-WEEK LONG SUPPLEMENTAL SUMMER READING PROGRAM TO SUPPORT LITERACY FOR AT-RISK STUDENTS ENTERING 1ST AND 2ND GRADE. 2,000

WESTVILLE VILLAGE RENAISSANCE ALLIANCE

911 WHALLEY AVENUE
NEW HAVEN,CT06515 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT. 5,000

WHEAT INC

674 WASHINGTON AVENUE
WEST HAVEN,CT06516 		N/A PC TO SUPPORT THE FOOD PANTRY'S CRITICAL EXPANSION. 2,500

WOMEN'S BUSINESS DEVELOPMENT COUNCIL INC

184 BEDFORD STREET
STAMFORD,CT06901 		N/A PC TO SUPPORT OPERATIONS, ASSISTANCE IS OFFERED FOR FACILITATORS, RENT, MARKETING AND ADVERTISING, MAILING MATERIALS (POSTAGE), AS WELL AS TRAINING AND EDUCATION PERSONNEL, AND OTHER ESSENTIAL REQUIREMENTS. 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. 5,000

YALE UNIVERSITY YALE CHILD STUDY CENTER

25 SCIENCE PARK 150 MUNSON STREET
NEW HAVEN,CT06520 		N/A PC TO PARTIALLY SUPPORT COMMUNITY OUTREACH ASSISTANT, WHO COLLABORATIVELY WORKS WITH LOCAL LAW ENFORCEMENT TO PROVIDE ACUTE RESPONSES, FOLLOW-UP HOME VISITS, AND NEIGHBORHOOD OUTREACH. 7,500

YALE-CHINA ASSOCIATION INC

442 TEMPLE STREET
NEW HAVEN,CT06511 		N/A PC TO SUPPORT CULTURAL AWARENESS AND INTERCULTURAL EMPATHY IN NEW HAVEN BY BRINGING TOGETHER ITS DIVERSE RESIDENTS, YALE-CHINA HOSTS LUNARFEST, A POPULAR ANNUAL CULTURAL EVENT. 1,000

YMCA OF METROPOLITAN HARTFORD INC

50 STATE HOUSE SQUARE
HARTFORD,CT06108 		N/A PC TO SUPPORT THE Y-BELL POWER SCHOLARS ACADEMY, A COMPREHENSIVE 6-WEEK SUMMER LEARNING PROGRAM THAT EXTENDS LEARNING OPPORTUNITIES AND IMPROVES ACADEMIC SUCCESS FOR STUDENTS, GRADES K-5, IN EAST HARTFORD. 10,000

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 994,060
bApproved for future payment

ALBERTUS MAGNUS
700 PROSPECT STREET
NEW HAVEN,CT06511 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 500

ALBERTUS MAGNUS
700 PROSPECT STREET
NEW HAVEN,CT06511 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 1,000

ARTS COUNCIL GREATER NH
70 AUDUBON STREET
NEW HAVEN,CT06510 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 100

EDGERTON PARK CONSERVANCY
PO BOX 6163
HAMDEN,CT06517 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 500

ELY CENTER FOR CONTEMPORARY ART
51 TRUMBULL STREET
NEW HAVEN,CT06510 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 50

FAIR HAVEN HEALTH
374 GRAND AVENUE
NEW HAVEN,CT06513 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 2,000

LITERACY VOLUNTEERS GNH
5 SCIENCE PARK
NEW HAVEN,CT06511 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 250

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. 10,000

NEW HAVEN PROMISE
28 LINCOLN WAY
NEW HAVEN,CT06517 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 2,000

NEW HAVEN READS
45 BRISTOL AVENUE
NEW HAVEN,CT06517 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 500

READ TO GROW
53 SCHOOL GROUND ROAD
BRANFORD,CT06405 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 250

SALVATION ARMY
25 SHAWMUT ROAD
CANTON,MA02021 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 100

SALVATION ARMY
25 SHAWMUT ROAD
CANTON,MA02021 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 100

YOUTH CONTINUUM
41 MARNE STREET
HAMDEN,CT06514 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 250
Total ................................. right arrow 3b 17,600
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 705,891  
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 ............ 		    18 456,234  
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 1,162,125 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,162,125
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
NEWALLIANCE FOUNDATION INC
EIN:
56-2453619
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOOKKEEPING 21,408 0   21,322
FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION 18,190 0   18,190

TY 2024 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 8,752,242 8,752,242
VANGUARD HIGH-YIELD CORP FUND ADM (VWEAX) 214,880.307 SHARES FMV 1,164,651 1,164,651
VANGUARD INTER-TERM INVESTMENT-GRADE FUND ADM (VFIDX) 76,561.024 SHARES FMV 655,362 655,362
VANGUARD LONG-TERM INVESTMENT-GRADE FUND ADM (VWETX) 82,692.641 SHARES FMV 622,676 622,676
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND ADM (VFSUX) 59,104.431 SHARES FMV 609,367 609,367
VANGUARD TOTAL BOND MARKET INDEX FUND ADM (VBTLX) 205,932.036 SHARES FMV 1,952,236 1,952,236
VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND ADM (VTABX) 86,848.909 SHARES FMV 1,704,844 1,704,844
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND INST (VTSNX) 55,650.557 SHARES FMV 7,052,039 7,052,039
VANGUARD TOTAL STOCK MARKET INDEX FUND INST (VITSX) 68,829.393 SHARES FMV 9,708,385 9,708,385

TY 2024 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 2,624 0   2,624


TY 2024 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 2024 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 7,905 0   7,905
INSURANCE EXPENSE 9,249 0   8,876
OFFICE AND OTHER EXPENSES 28,209 0   28,028


TY 2024 OtherIncreasesSchedule
Name:
NEWALLIANCE FOUNDATION INC
EIN:
56-2453619
Description Amount
CHANGE IN DEFERRED FEDERAL EXCISE TAX 15,000
UNREALIZED APPRECIATION ON INVESTMENTS 2,237,866


TY 2024 OtherLiabilitiesSchedule
Name:
NEWALLIANCE FOUNDATION INC
EIN:
56-2453619
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED FEDERAL EXCISE TAX 46,000 31,000
FEDERAL EXCISE TAX 0 3,514


TY 2024 OtherProfessionalFeesSchedule
Name:
NEWALLIANCE FOUNDATION INC
EIN:
56-2453619
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT AND ADVISORY 186,702 186,702   0
PHILANTHROPIC AND GRANTMAKING ADVISORY SERVICES 34,190 0   42,379


TY 2024 TaxesSchedule
Name:
NEWALLIANCE FOUNDATION INC
EIN:
56-2453619
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 13,558 0   0