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
CONNECTICUT HEALTH FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)100 PEARL STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HARTFORD, CT06103
A Employer identification number

06-1057387
B Telephone number (see instructions)

(860) 724-1580
C 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$122,460,712J 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) 55,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 739,279 2,086,562  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,093,507
b Gross sales price for all assets on line 6a 70,258,737
7 Capital gain net income (from Part IV, line 2)... 3,355,409
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
355 346,474  
12 Total. Add lines 1 through 11........ 6,888,141 5,788,445  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 842,712 136,181   706,531
14 Other employee salaries and wages...... 955,649 25,046   930,603
15 Pension plans, employee benefits....... 471,905 28,427   438,187
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
17,358 1,104   17,148
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
57,542 3,659   53,884
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,142,614 956,140   60,088
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
75,431 135,679   0
19 Depreciation (attach schedule) and depletion... 53,679 3,413  
20 Occupancy.............. 117,668 7,481   110,186
21 Travel, conferences, and meetings....... 57,943 5,433   52,510
22 Printing and publications.......... 2,262 0   2,262
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,565,340 29,316   1,437,516
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,360,103 1,331,879   3,808,915
25 Contributions, gifts, grants paid....... 3,083,166 2,589,916
26 Total expenses and disbursements. Add lines 24 and 25 8,443,269 1,331,879   6,398,831
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,555,128
b Net investment income (if negative, enter -0-) 4,456,566
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............. 911,408 476,696 476,696
2 Savings and temporary cash investments......... 1,953,405 3,212,568 3,212,568
3 Accounts receivable right arrow1,875
Less: allowance for doubtful accounts right arrow     1,875 1,875
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.......... 3,104,969 2,616,901 2,616,901
10a Investments—U.S. and state government obligations (attach schedule) 4,666,806 Click to see attachment
List of Attached Documents:
// Content
4,570,710 		4,570,710
b Investments—corporate stock (attach schedule)....... 2,608,412 Click to see attachment
List of Attached Documents:
// Content
2,942,490 		2,942,490
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).......... 108,268,206 Click to see attachment
List of Attached Documents:
// Content
107,424,467 		107,424,467
14 Land, buildings, and equipment: basis right arrow656,177
Less: accumulated depreciation (attach schedule) right arrow450,172 236,801 206,005 206,005
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
846,026 		Click to see attachment
List of Attached Documents:
// Content
1,009,000 		Click to see attachment
List of Attached Documents:
// Content
1,009,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 122,596,033 122,460,712 122,460,712
Liabilities 17 Accounts payable and accrued expenses.......... 436,248 777,318
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,131,490 		Click to see attachment
List of Attached Documents:
// Content
1,018,330
23 Total liabilities (add lines 17 through 22)......... 1,567,738 1,795,648
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........... 120,758,295 120,590,064
25 Net assets with donor restrictions............ 270,000 75,000
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)..... 121,028,295 120,665,064
30 Total liabilities and net assets/fund balances (see instructions). 122,596,033 122,460,712
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
121,028,295
2
Enter amount from Part I, line 27a .....................
2
-1,555,128
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,191,897
4
Add lines 1, 2, and 3 ..........................
4
120,665,064
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
120,665,064
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 PUBLICALLY TRADED SECURITIES P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 70,258,737   66,903,328 3,355,409
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       3,355,409
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,355,409
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 61,946
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 61,946
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 61,946
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 57,416
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 57,416
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
8 133
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 4,663
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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.CTHEALTH.ORG
14
The books are in care ofright arrowCONNECTICUT HEALTH FOUNDATION INC Telephone no.right arrow (860) 724-1580

Located atright arrow100 PEARL STREETHARTFORDCT ZIP+4right arrow061034511
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)
 
No
(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
TIFFANY DONELSON PRESIDENT & CEO
40.00 		320,803 27,915 0
100 PEARL STREET
HARTFORD,CT06103
TODD THOMAS VICE PRESIDENT OF FINANCE AND OPERATIO
40.00 		225,772 10,499 0
100 PEARL STREET
HARTFORD,CT06103
ELLEN CARTER VICE PRESIDENT PROGRAMS
40.00 		198,433 8,041 0
100 PEARL STREET
HARTFORD,CT06103
MICHAEL GETTY ATIENZA DIRECTOR
2.00 		5,000 0 0
100 PEARL STREET
HARTFORD,CT06103
TANYA BARRETT DIRECTOR
2.00 		2,250 0 0
100 PEARL STREET
HARTFORD,CT06103
PATRICK CHARMEL DIRECTOR
2.00 		0 0 0
100 PEARL STREET
HARTFORD,CT06103
JOHN CRAWFORD DIRECTOR
2.00 		4,250 0 0
100 PEARL STREET
HARTFORD,CT06103
MEHUL DALAL DIRECTOR
2.00 		0 0 0
100 PEARL STREET
HARTFORD,CT06103
HECTOR GLYNN DIRECTOR
2.00 		4,500 0 0
100 PEARL STREET
HARTFORD,CT06103
CHEKESHA KIDD DIRECTOR
2.00 		8,500 0 0
100 PEARL STREET
HARTFORD,CT06103
KRISTIE KUHL DIRECTOR
2.00 		5,000 0 0
100 PEARL STREET
HARTFORD,CT06103
MIKKI MEADOWS-OLIVER DIRECTOR
2.00 		3,500 0 0
100 PEARL STREET
HARTFORD,CT06103
YVETTE MELENDEZ DIRECTOR
2.00 		5,000 0 0
100 PEARL STREET
HARTFORD,CT06103
BARBARA PEARCE DIRECTOR
2.00 		5,000 0 0
100 PEARL STREET
HARTFORD,CT06103
MARYANN PEREZ-BRESCIA DIRECTOR
2.00 		4,250 0 0
100 PEARL STREET
HARTFORD,CA06103
ALVIN THOMPSON DIRECTOR
2.00 		0 0 0
100 PEARL STREET
HARTFORD,CT06103
DENNIS TORRES DIRECTOR
2.00 		4,000 0 0
100 PEARL STREET
HARTFORD,CT06103
CYNTHIA TSENG DIRECTOR
2.00 		0 0 0
100 PEARL STREET
HARTFORD,CT06103
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
ARIELLE HARRISON CHIEF OF STAFF
40.00 		144,606 8,167 900
100 PEARL STREET
HARTFORD,CT06103
KEVIN COLLINS DIRECTOR OF GRANTMAK
40.00 		121,826 3,498 900
100 PEARL STREET
HARTFORD,CT06103
STEPHANIE TATRO DIRECTOR OF FINANCE
30.00 		108,175 6,120 900
100 PEARL STREET
HARTFORD,CT06103
TAMISHA PHILIP SENIOR GRANTS MANAGE
40.00 		87,667 4,652 900
100 PEARL STREET
HARTFORD,CT06103
TONIA DOUGLAS PROGRAM OFFICER
40.00 		89,018 3,265 900
100 PEARL STREET
HARTFORD,CT06103
Total number of other employees paid over $50,000...................right arrow 9
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
CAMBRIDGE ASSOCIATES LLC INVESTMENT MANAGEMENT SERVICES 288,503
125 HIGH STREET
BOSTON,MA02110
AVIVAR CAPITAL LLC IMPACT INVESTMENT CONSULTING 75,000
5250 LANKERSHIM BLVD SUITE 500
NORTH HOLLYWOOD,CA91606
US BANK INVESTMENT MANAGEMENT SERVICES 65,262
777 E WISCONSIN AVENUE PO BOX 70870
MILWAUKEE,WI53202
CLIFTONLARSONALLEN LLP CONSULTING 57,042
PO BOX 829709
PHILADELPHIA,PA19182
WATKINS STRATEGY GROUP LLC CONSULTING 56,000
25 AVON STREET
NEW HAVEN,CT06511
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  
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 PROGRAM RELATED INVESTMENT WAS MADE TO CAPITAL FOR CHANGE TO HELP IMPROVE THE LIVES OF ALL CONNECTICUT RESIDENTS PARTICULARY UNDERSERVED PEOPLE OF COLOR. 250,000
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow250,000
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
116,113,485
b
Average of monthly cash balances.......................
1b
3,708,508
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
119,821,993
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
119,821,993
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,797,330
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
118,024,663
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,901,233
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
5,901,233
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
61,946
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
61,946
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,839,287
4
Recoveries of amounts treated as qualifying distributions................
4
5,000
5
Add lines 3 and 4............................
5
5,844,287
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
5,844,287
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
6,398,831
b
Program-related investments—total from Part VIII-B..................
1b
250,000
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
6,648,831
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 5,844,287
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......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 380,134
f Total of lines 3a through e ........ 380,134
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 6,648,831
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..... 5,844,287
e Remaining amount distributed out of corpus 804,544
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 1,184,678
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) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,184,678
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 380,134
e Excess from 2024.... 804,544
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:
GRANTS MANAGER CO CONNECTICUT HEALT
100 PEARL STREET
HARTFORD,CT06103
(860) 724-1580
bThe form in which applications should be submitted and information and materials they should include:
GRANT APPLICATION (PROPOSAL), BUDGET, ELECTRONIC SUBMISSION
cAny submission deadlines:
PROP/BDGT DUE 14 WEEKS, CONCEPT PAPER DUE 18 WEEKS PRIOR TO QUARTER END
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE LIMITED TO CONNECTICUT AND GRANTEES MUST BE EXEMPT UNDER 501(C)(3)
Form 990-PF (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

ADVOCACY TO LEGACY INC

24 HALE DR
WINDSOR,CT06095 		N/A PC TO SUPPORT THE ADVOCACY EFFORTS TO LIMIT THE SALE OF TOBACCO /NICOTINE CANNABIS PRODUCTS WITHIN A CERTAIN DISTANCE FROM SCHOOLS. 10,000

BUILDING ONE COMMUNITY CORP

75 SELLECK ST
STAMFORD,CT06902 		N/A PC TO SUPPORT ONGOING EFFORTS TO EXPAND HUSKY INSURANCE COVERAGE FOR CONNECTICUT RESIDENTS, ENSURING EQUITABLE ACCESS TO HEALTHCARE FOR ALL RESIDENTS. 35,000

CENTER FOR CHILDREN'S ADVOCACY

2074 PARK ST
HARTFORD,CT06106 		N/A PC TO SUPPORT ADVOCACY EFFORTS FOR THE EXPANSION OF HUSKY TO COVER UNDOCUMENTED CHILDREN AND YOUTH AGES 16 THROUGH 18, AND TO MONITOR THE HUSKY ENROLLMENT PROCESS FOR UNDOCUMENTED CHILDREN UP THROUGH AGE 15. 42,500

CHARTER OAK HEALTH CENTER INC

21 GRAND ST
HARTFORD,CT06106 		N/A PC TO DEMONSTRATE THE RETURN ON INVESTMENT AND VALUE THAT COMMUNITY HEALTH WORKERS CAN PROVIDE TO ENHANCE PATIENT EXPERIENCE, IMPROVE CLINICAL OUTCOMES, AND CONTAIN HEALTH CARE COSTS. 150,000

CHILD AND FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT INC

225 HEMPSTEAD ST
NEW LONDON,CT06320 		N/A PC TO SUPPORT THE WORK OF TRUSTED MESSENGERS TO PROVIDE RELIABLE INFORMATION ABOUT THE AVAILABILITY OF HUSKY HEALTH COVERAGE, ELIGIBILITY AND GENERAL SUPPORT SPECIFICALLY TO CHILD AND FAMILY AGENCY OF CONNECTICUT. 15,000

CHRISTIAN COMMUNITY ACTION

168 DAVENPORT AVE
NEW HAVEN,CT06519 		N/A PC TO HELP IDENTIFY AND TRAIN NEW ADVOCATES TO JOIN THE HEALTH PROJECT (HELPING EVERYONE ACHIEVE LIFELONG TRUSTED HEALTHCARE). 25,000

COMMUNITY HEALTH AND WELLNESS CENTER OF GREATER TORRINGTON INC

469 MIGEON AVE
TORRINGTON,CT06790 		N/A PC TO SUPPORT THE COMMUNITY HEALTH AND WELLNESS CENTER TO INCREASE CAPACITY TO COLLECT SELF-REPORTED RACE, ETHNICITY AND PREFERRED LANGUAGE DATA AND TO SUPPORT STAFF'S UNDERSTANDING OF HOW TO PROVIDE CULTURALLY RELEVANT CLINICAL INTERVENTIONS FOR PATIENTS. 48,200

COMMUNITY HEALTH CENTER ASSOCIATION OF CONNECTICUT INC

1484 HIGHLAND AVE
CHESHIRE,CT06410 		N/A PC TO SUPPORT THE EFFORTS OF TWO COMMUNITY HEALTH WORKERS WHO WILL PROMOTE AWARENESS OF AND ENROLLMENT INTO HEALTH INSURANCE FOR LOW-INCOME INDIVIDUALS ACROSS CONNECTICUT. 57,500

COMUNIDADES SIN FRONTERAS CFS - CT INC

718 WEST AVE FL 2
NORWALK,CT06850 		N/A PC TO SUPPORT ONGOING EFFORTS TO EXPAND HUSKY INSURANCE COVERAGE FOR CONNECTICUT RESIDENTS, ENSURING EQUITABLE ACCESS TO HEALTHCARE FOR ALL RESIDENTS. 10,000

CONNECTICUT ASSOCIATION FOR COMMUNITY ACTION INC

300 PLAZA MIDDLESEX
MIDDLETOWN,CT06457 		N/A PC TO DEVELOP AND IMPLEMENT AN ADVOCACY STRATEGY THAT INCLUDES ENGAGING AND EDUCATING AT LEAST 100 CHWS DURING THE GRANT PERIOD TO ADVOCATE FOR IMPLEMENTATION OF THE POLICY BY FORMING A COMMUNITY HEALTH WORKER ADVOCACY COALITION (CHWAC). 32,500

CONNECTICUT DEPARTMENT OF MENTAL HEALTH AND ADDICTION SERVICES

410 CAPITOL AVE
HARTFORD,CT06134 		N/A GOV TO HELP INCREASE THE NUMBER OF BEHAVIORAL HEALTH PROFESSIONALS, AND OTHER STATE AGENCY EMPLOYEES, TRAINED IN CULTURALLY RESPONSIVE PRACTICES. 25,000

CONNECTICUT FOODSHARE

2 RESEARCH PKWY
WALLINGFORD,CT06492 		N/A PC TO SUPPORT FOOD BANK OPERATIONS; EDUCATE AND TRAIN RESIDENTS TO ENGAGE IN PUBLIC POLICY AND SYSTEMS CHANGE; AND ELEVATE LOCAL VOICES TO BUILD PUBLIC AWARENESS OF FOOD INSECURITY AND WAYS TO END HUNGER IN OUR STATE. 20,000

CONNECTICUT NEWS PROJECT INC

1049 ASYLUM AVE
HARTFORD,CT06105 		N/A PC TO SUPPORT CT NEWS PROJECT'S HEALTH POLICY COVERAGE WHICH WILL DEEPEN AUDIENCE UNDERSTANDING OF THE COMPLEX, INTERRELATED ISSUES OF HEALTH ACCESS, AFFORDABILITY, DELIVERY, AND EQUITY ISSUES IN CONNECTICUT. 150,000

CONNECTICUT ORAL HEALTH INITIATIVE INC

53 OAK ST
HARTFORD,CT06106 		N/A PC THIS GRANT WILL CONTINUE TO ADDRESS DENTAL ACCESS ISSUES FOR ADULTS ON MEDICAID (HUSKY). 42,500

CONNECTICUT WORKER CENTER INC

1067 PARK AVE
BRIDGEPORT,CT06604 		N/A PC TO SUPPORT ONGOING EFFORTS TO EXPAND HUSKY INSURANCE COVERAGE FOR CONNECTICUT RESIDENTS, ENSURING EQUITABLE ACCESS TO HEALTHCARE FOR ALL RESIDENTS. 20,000

CROSS STREET TRAINING & ACADEMIC CENTER

440 WEST ST
MIDDLETOWN,CT06457 		N/A PC TO SUPPORT THE HEALTH FELLOWSHIP'S CONTINUED COALITION BUILDING AND ADVOCACY EFFORTS INCLUDING WORKING TOWARDS MEDICAID REIMBURSEMENT FOR COMMUNITY HEALTH WORKERS AND DOULAS, AND EXPANDING MEDICAID ELIGIBILITY. 47,500

CT COMMUNITY NONPROFIT ALLIANCE INC

35 COLD SPRING RD
ROCKY HILL,CT06067 		N/A PC TO SUPPORT NONPROFIT STAFF FROM HEALTH AND HUMAN SERVICE ORGANIZATIONS WITH THE TOOLS TO BE EFFECTIVE ADVOCATES AND ORGANIZERS ON POLICY ISSUES THAT DIRECTLY IMPACT THE POPULATIONS THEY SERVE. 30,000

CT STUDENTS FOR A DREAM

PO BOX 33231
WASHINGTON,DC20033 		N/A PC TO CONTINUE THE HUSKY 4 IMMIGRANTS CAMPAIGN, WHICH AIMS TO EXPAND ACCESS TO CTS MEDICAID PROGRAM TO ALL IMMIGRANTS. 62,500

FAMILY CENTERS INC

40 ARCH ST
GREENWICH,CT06836 		N/A PC TO SUPPORT DEVELOP AN EVALUATION MODEL FOR THE INCLUSION OF DOULA SERVICES TO ADDRESS MATERNAL HEALTH OUTCOMES FOR PARENTS WITHIN THE HOME VISITING PARENT'S AS TEACHERS PROGRAM. 36,000

FULL CITIZENS COALITION

127 MATHER ST
HARTFORD,CT06120 		N/A PC TO SUPPORT GRASSROOTS ADVOCACY ORGANIZATIONS LED BY AND SERVING PEOPLE OF COLOR WITH BUILDING THE CAPACITY TO PRIORITIZE RACIAL EQUITY, AND ADDRESS THE FACTORS THAT INFLUENCE HEALTH AND WELL-BEING, AND CONTRIBUTE TO INEQUITABLE HEALTH OUTCOMES. 30,000

GENERATIONS FAMILY HEALTH CENTER INC

40 MANSFIELD AVE
WILLIMANTIC,CT06226 		N/A PC FUNDING WILL SUPPORT GENERATIONS FAMILY HEALTH CENTER'S EFFORTS TO ADDRESS THE LACK OF DIVERSITY IN STAFF AND TO IMPROVE THEIR POLICIES, PROCEDURES, ORGANIZATIONAL CULTURE. 14,000

GREATER BRIDGEPORT AREA PREVENTION PROGRAM INC

1470 BARNUM AVE
BRIDGEPORT,CT06610 		N/A PC FUNDING WILL SUPPORT A CONFERENCE THAT WILL BRING TOGETHER HIV/AIDS EXPERTS AND OTHER STAKEHOLDERS TO SHARE RESEARCH AND RESOURCES TO HELP MITIGATE THE EFFECTS OF HIV. 35,000

GREATER WATERBURY HEALTH PARTNERSHIP

80 PHOENIX AVE
WATERBURY,CT06702 		N/A PC TO SUPPORT THE CREATION AND TESTING OF CLINICAL-COMMUNITY INTEGRATION MODELS TO BETTER ADDRESS THE NEEDS OF PATIENTS WHO ARE FREQUENT USERS OF THE EMERGENCY DEPARTMENTS AT WATERBURY HOSPITAL AND SAINT MARYS HOSPITAL. 32,500

HARTFORD HEALTH INITIATIVE INC

10 LOVE LN
HARTFORD,CT06112 		N/A PC TO SUPPORT GRASSROOTS ADVOCACY ORGANIZATIONS LED BY AND SERVING PEOPLE OF COLOR WITH BUILDING THE CAPACITY TO PRIORITIZE RACIAL EQUITY, AND ADDRESS THE FACTORS THAT INFLUENCE HEALTH AND WELL-BEING, AND CONTRIBUTE TO INEQUITABLE HEALTH OUTCOMES. 30,000

HARTFORD HEALTHCARE CORP

100 PEARL ST
HARTFORD,CT06103 		N/A PC TO CREATE A COMPREHENSIVE PROGRAM THAT WILL IMPROVE THEIR COLLECTION OF ACCURATE AND RELIABLE REL DATA. 25,000

HARTFORD HOSPITAL

80 SEYMOUR ST
HARTFORD,CT06106 		N/A PC THE PROJECT TEAM WILL PROVIDE PROFESSIONAL TRAINING TO HARTFORD HOSPITALS STAFF TO INFORM THEM OF ANY NECESSARY SHIFTS IN POLICIES AND PROTOCOLS TO BETTER INTEGRATE DOULAS INTO THE CARE TEAM. 63,000

HEALTH EQUITY SOLUTIONS INC

53 OAK ST
HARTFORD,CT06106 		N/A PC TO RAISE AWARENESS ABOUT ITS ADVOCACY PRIORITIES THROUGH TARGETED EVENTS AND TRAINING PROGRAMS THAT ENGAGE HEALTHCARE PROVIDERS, GRASSROOTS ADVOCATES, LEGISLATORS, AND THE GENERAL PUBLIC. 335,000

HISPANIC HEALTH COUNCIL INC

175 MAIN ST
HARTFORD,CT06106 		N/A PC TO HELP TRAIN AND PROVIDE SERVICE IN SPANISH SPEAKING COMMUNITIES TO IMPROVE MATERNAL HEALTH OUTCOMES OF LOW-INCOME HISPANIC MOTHERS. 25,000

HUSKY 4 IMMIGRANTS

142 TEMPLE ST
NEW HAVEN,CT06511 		N/A PC TO HELP BASE BUILDING BY STRENGTHENING EXISTING ORGANIZATIONS AND BRINGING NEW PARTNERS. 97,500

INTEGRATED REFUGEE AND IMMIGRANT SERVICES INC

235 NICOLL ST 2ND FLOOR
NEW HAVEN,CT06511 		N/A PC TO SUPPORT ONGOING EFFORTS TO EXPAND HUSKY INSURANCE COVERAGE FOR CONNECTICUT RESIDENTS, ENSURING EQUITABLE ACCESS TO HEALTHCARE FOR ALL RESIDENTS. 35,000

KEEP THE PROMISE COALITION

110 BARTHOLOMEW AVE
HARTFORD,CT06106 		N/A PC THE KEEP THE PROMISE COALITION WILL ORGANIZE PEER SUPPORT SPECIALISTS TO ADDRESS THE RACIAL AND ETHNIC INEQUITIES SEEN IN THE DELIVERY OF MENTAL HEALTH SERVICES. 35,000

KHMER HEALTH ADVOCATES INC

1125 NEW BRITAIN AVE
WEST HARTFORD,CT06110 		N/A PC FUNDING WILL BE USED TO DEVELOP A DATA COLLECTION TOOL AND TRAINING CURRICULUM THAT CAN BE USED BY COMMUNITY HEALTH WORKERS (CHWS) TO GATHER QUALITATIVE AND QUANTITATIVE INFORMATION ABOUT THEIR INTERVENTION WITH COMMUNITY MEMBERS. 50,000

LATINAS & POWER CORP

12 MAIN ST
ESSEX,CT06426 		N/A PC THIS FUNDING WILL BUILD ON PREVIOUS GRANTS TO SUPPORT THE LEADERSHIP PROGRAM. FUNDS WILL SUPPORT THE WORK OF A STORYTELLER TO CAPTURE STORIES THAT HIGHLIGHT HEALTHY EQUITY ISSUES. 25,000

LEDGE LIGHT HEALTH DISTRICT

216 BROAD ST
NEW LONDON,CT06320 		N/A PC TO SUPPORT GRASSROOTS ADVOCACY ORGANIZATIONS LED BY AND SERVING PEOPLE OF COLOR WITH BUILDING THE CAPACITY TO PRIORITIZE RACIAL EQUITY, AND ADDRESS THE FACTORS THAT INFLUENCE HEALTH AND WELL-BEING, AND CONTRIBUTE TO INEQUITABLE HEALTH OUTCOMES. 100,000

LUCINDA'S HOUSE

1195 WINDSOR AVE
WINDSOR,CT06095 		N/A PC THIS PROJECT WILL USE THE ARTS TO BRING AWARENESS OF WOMEN OF COLORS EXPERIENCES OF MATERNAL HEALTH CARE AND EMPOWER WOMEN TO ADVOCATE FOR THE CARE THEY WANT AND NEED TO IMPROVE MATERNAL AND INFANT HEALTH OUTCOMES. 11,000

MADRE LATINA ORGANIZATION INC

PO BOX 3982
WATERBURY,CT06705 		N/A PC TO CONTINUE TO SUPPORT THE WORK OF TRUSTED MESSENGERS TO PROVIDE RELIABLE INFORMATION TO THEIR COMMUNITIES ABOUT THE AVAILABILITY OF HUSKY HEALTH COVERAGE FOR CHILDREN WHO ARE UNDOCUMENTED. 15,000

MAKE THE ROAD CT

885 WETHERSFIELD AVE
HARTFORD,CT06114 		N/A PC MAKE THE ROAD CONNECTICUT WILL CONTINUE TO ADVOCATE FOR HUSKY EXPANSION TO ALL INCOME-ELIGIBLE IMMIGRANT FAMILIES IN CONNECTICUT REGARDLESS OF THEIR IMMIGRATION STATUS. 95,000

MINISTERIAL HEALTH FELLOWSHIP

440 WEST ST
MIDDLETOWN,CT06457 		N/A PC TO SUPPORT EDUCATING MEMBERS AND BUILDING INTEREST ABOUT STORYTELLING AND INFORMATION SHARING AS IT RELATES TO HUSKY ELIGIBILITY AND CONNECTICUT RESIDENTS WHO ARE JUST ABOVE THE INCOME THRESHOLD FOR COVERED CT. 47,500

MOUNT AERY DEVELOPMENT CORPORATION

105 FRANK ST
BRIDGEPORT,CT06604 		N/A PC TO HELP PROVIDE TRAINING ON DIVERSITY, EQUITY, INCLUSION, BELONGING AND JUSTICE (DEIBJ) FOR HEAD START PARENTS, STAFF, AND TEACHERS. 10,000

NEW BRITAIN RACIAL JUSTICE COALITION INC

115 W MAIN ST
NEW BRITAIN,CT06051 		N/A PC TO SUPPORT GRASSROOTS ADVOCACY ORGANIZATIONS LED BY AND SERVING PEOPLE OF COLOR WITH BUILDING THE CAPACITY TO PRIORITIZE RACIAL EQUITY, AND ADDRESS THE FACTORS THAT INFLUENCE HEALTH AND WELL-BEING, AND CONTRIBUTE TO INEQUITABLE HEALTH OUTCOMES. 30,000

NONPROFIT ACCOUNTABILITY GROUP

PO BOX 21
ASHFIELD,MA01330 		N/A PC TO SUPPORT GRASSROOTS ADVOCACY ORGANIZATIONS LED BY AND SERVING PEOPLE OF COLOR WITH BUILDING THE CAPACITY TO PRIORITIZE RACIAL EQUITY, AND ADDRESS THE FACTORS THAT INFLUENCE HEALTH AND WELL-BEING, AND CONTRIBUTE TO INEQUITABLE HEALTH OUTCOMES. 30,000

PARENTS AVAILABLE TO HELP INC

PO BOX 117
NORTHFORD,CT06472 		N/A PC TO FACILITATE THE RECRUITMENT, TRAINING, STIPENDS, AND LICENSING OF FAMILY CAREGIVERS AS COMMUNITY HEALTH WORKERS. 25,000

PROJECT ACCESS OF NEW HAVEN INC

63 YORK ST
NEW HAVEN,CT06511 		N/A PC TO CONTINUE TO SUPPORT THE WORK OF TRUSTED MESSENGERS TO PROVIDE RELIABLE INFORMATION TO THEIR COMMUNITIES ABOUT THE AVAILABILITY OF HUSKY HEALTH COVERAGE SPECIFICALLY IN THE GREATER NEW HAVEN AREA. 15,000

PT PARTNERS

10 MIDDLE ST
BRIDGEPORT,CT06604 		N/A PC TO SUPPORT GRASSROOTS ADVOCACY ORGANIZATIONS LED BY AND SERVING PEOPLE OF COLOR WITH BUILDING THE CAPACITY TO PRIORITIZE RACIAL EQUITY, AND ADDRESS THE FACTORS THAT INFLUENCE HEALTH AND WELL-BEING, AND CONTRIBUTE TO INEQUITABLE HEALTH OUTCOMES. 45,000

SOUTHWESTERN AHEC INC

5 RESEARCH DR
SHELTON,CT06484 		N/A PC TO DEVELOP AND IMPLEMENT AN ADVOCACY STRATEGY THAT INCLUDES ENGAGING AND EDUCATING AT LEAST 100 CHWS DURING THE GRANT PERIOD TO ADVOCATE FOR IMPLEMENTATION OF THE POLICY BY FORMING A COMMUNITY HEALTH WORKER ADVOCACY COALITION (CHWAC). 32,500

THE CONNECTICUT ASSOCIATION OF SCHOOL BASED HEALTH CENTERS INC

PO BOX 771
HARTFORD,CT06106 		N/A PC THIS GRANT WILL PROVIDE CAPACITY BUILDING SUPPORT AS THEY TRANSITION FROM RECEIVING AN ANNUAL GRANT FROM CT HEALTH. 50,000

THE CONNECTICUT HOSPICE INC

100 DOUBLE BEACH RD
BRANFORD,CT06405 		N/A PC TO SUPPORT THE DEPLOYMENT OF AND EVALUATE THE EFFICACY OF A BILINGUAL COMMUNITY HEALTH WORKER IN UNDERSERVED GEOGRAPHIES. 25,000

THE GROUNDTRUTH PROJECT INC

10 GUEST ST
BOSTON,MA02135 		N/A PC TO SUPPORT THE HEALTH EQUITY PROJECT FOR BLACK AND LATINO RESIDENTS IN CONNECTICUT THROUGH COMMUNITY LISTENING SESSIONS, RESEARCH, AND INCREASED ENGAGEMENT. 50,000

THE NEW AMERICAN DREAM FOUNDATION

132 MAIN ST
DANBURY,CT06810 		N/A PC TO CONTINUE THE SUPPORT OF TRUSTED MESSENGERS TO PROVIDE RELIABLE INFORMATION ABOUT HUSKY ELIGIBILITY AND EXPANSION FOCUSING ON HISPANIC/LATINO STUDENTS AND THE HIGH-NEEDS STUDENT POPULATION. 15,000

UNASHAMED INC

505 MAIN ST
MIDDLETOWN,CT06457 		N/A PC TO ADDRESS THE BARRIERS THAT MEN OF COLOR FACE IN ACCESSING MENTAL HEALTH SUPPORT IN MIDDLESEX COUNTY. 25,000

UNITED ACTION CONNECTICUT INC

19 SOUTH CANAL ST
PLAINVILLE,CT06062 		N/A PC TO SUPPORT ONGOING EFFORTS TO EXPAND HUSKY INSURANCE COVERAGE FOR CONNECTICUT RESIDENTS, ENSURING EQUITABLE ACCESS TO HEALTHCARE FOR ALL RESIDENTS. 10,000

UNIVERSAL HEALTH CARE FOUNDATION OF CONNECTICUT INC

PO BOX 714
MIDDLETOWN,CT06457 		N/A PC FUNDING WILL SUPPORT RAND'S RESEARCH ON THE COST OF EXPANDING HUSKY TO STATE RESIDENTS UNDER AGE 25, REGARDLESS OF IMMIGRATION STATUS. 100,000

URBAN ALLIANCE

62 VILLAGE ST
EAST HARTFORD,CT06108 		N/A PC TO CONTINUE TO SUPPORT THE WORK OF TRUSTED MESSENGERS TO PROVIDE RELIABLE INFORMATION TO THE COMMUNITY ABOUT THE AVAILABILITY OF HUSKY HEALTH COVERAGE TARGETING POPULATIONS DISPROPORTIONALLY IMPACTED BY POVERTY. 50,000

WHEELER CLINIC INC

91 NORTHWEST DR
PLAINVILLE,CT06062 		N/A PC WHEELER CLINIC WILL USE THIS REL DATA GRANT TO SUPPORT STAFFING TO DEVELOP A MORE ROBUST CHECK-IN KIOSK SOFTWARE FOR REL DATA COLLECTION. 25,000

YOUNG WOMEN'S CHRISTIAN ASSOCIATION NEW BRITAIN

19 FRANKLIN SQUARE
NEW BRITAIN,CT06051 		N/A PC THE YOUNG WOMEN'S CHRISTIAN ASSOCIATION (YWCA) OF NEW BRITAIN WILL EXPAND ITS CHW WORK TO INCLUDE TRAINING YOUNG WOMEN TO BE CHWS. 50,000

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVE
DALLAS,TX75231 		N/A PC CHARITABLE OPERATIONS 785

BEULAH HEIGHTS SOCIAL INTEGRATION PROGRAM

782 ORCHARD ST
NEW HAVEN,CT06511 		N/A PC CHARITABLE OPERATIONS 1,500

BIG FLUFFY DOG RESCUE

196 JEFFERSON PIKE
LA VERGNE,TN37086 		N/A PC CHARITABLE OPERATIONS 1,500

BRIDGE TO SUCCESS COMMUNITY PARTNERSHIP

100 NORTH ELM ST 2ND FLOOR
WATERBURY,CT06702 		N/A PC CHARITABLE OPERATIONS 750

BUILDING ONE COMMUNITY

417 SHIPPAN AVE
STAMFORD,CT06902 		N/A PC CHARITABLE OPERATIONS 2,318

BULLDOG CLUB OF AMERICA RESCUE NETWORK

PO BOX 16
NEW MELLE,MO63365 		N/A PC CHARITABLE OPERATIONS 750

CONNECTICUT CAT CONNECTION

40 STEVENS MILL RD
WINDSOR,CT06095 		N/A PC CHARITABLE OPERATIONS 781

CONNECTICUT DEMOCRACY CENTER

21 OAK ST STE 309
HARTFORD,CT06106 		N/A PC CHARITABLE OPERATIONS 772

CONNECTICUT HOSPICE

100 DOUBLE BEACH RD
BRANFORD,CT06405 		N/A PC CHARITABLE OPERATIONS 773

CONNECTICUT INSTITUTE FOR REFUGEES AND IMMIGRANTS

670 CLINTON AVE
BRIDGEPORT,CT06605 		N/A PC CHARITABLE OPERATIONS 773

CT VOICES FOR CHILDREN

33 WHITNEY AVE
NEW HAVEN,CT06510 		N/A PC CHARITABLE OPERATIONS 1,545

DOG STAR RESCUE

12 TOBEY RD
BLOOMFIELD,CT06002 		N/A PC CHARITABLE OPERATIONS 780

DOWNTOWN EVENING SOUP KITCHEN

PO BOX 1478
NEW HAVEN,CT06506 		N/A PC CHARITABLE OPERATIONS 1,544

FAMILY & CHILDREN'S AGENCY

9 MOTT AVE 4TH FLOOR
NORWALK,CT06850 		N/A PC CHARITABLE OPERATIONS 750

FAMILY CENTERS INC

40 ARCH ST
GREENWICH,CT06830 		N/A PC CHARITABLE OPERATIONS 772

FORGE CITY WORKS

227 LAWRENCE ST
HARTFORD,CT06106 		N/A PC CHARITABLE OPERATIONS 781

HARTFORD PERFORMS

75 CHARTER OAK AVE
HARTFORD,CT06106 		N/A PC CHARITABLE OPERATIONS 2,325

HISPANIC HEALTH COUNCIL

175 MAIN ST
HARTFORD,CT06106 		N/A PC CHARITABLE OPERATIONS 777

INTEGRATED REFUGEE AND IMMIGRANT SERVICES

235 NICOLL ST
NEW HAVEN,CT06511 		N/A PC CHARITABLE OPERATIONS 796

LATINAS AND POWER

12 MAIN ST STE 906
ESSEX,CT06426 		N/A PC CHARITABLE OPERATIONS 750

LITTLE WATER PREP ACADEMY

68 DUTCHESS AVE
POUGHKEEPSIE,NY12601 		N/A PC CHARITABLE OPERATIONS 750

LUCINDA'S HOUSE

1195 WINDSOR AVE
WINDSOR,CT06095 		N/A PC CHARITABLE OPERATIONS 750

NEST

193 GRAND ST 3RD FLOOR
WATERBURY,CT06702 		N/A PC CHARITABLE OPERATIONS 775

NEW HAVEN DIAPER BANK

370 STATE ST 4
NORTH HAVEN,CT06473 		N/A PC CHARITABLE OPERATIONS 772

NO ANIMAL LEFT UNFED INC

PO BOX 330145
WEST HARTFORD,CT06133 		N/A PC CHARITABLE OPERATIONS 766

NO KID HUNGRY

PO BOX 715475
PHILADELPHIA,PA19171 		N/A PC CHARITABLE OPERATIONS 772

OPERATION HOPE

636 OLD POST RD
FAIRFIELD,CT06824 		N/A PC CHARITABLE OPERATIONS 1,553

PHILIPPINE JESUIT FOUNDATION

39 EAST 83RD ST
NEW YORK,NY10028 		N/A PC CHARITABLE OPERATIONS 1,500

SAINT GEORGE CHURCH

33 WHITFIELD ST
GUILFORD,CT06437 		N/A PC CHARITABLE OPERATIONS 750

SOUTH CENTRAL COMMUNITY ACTION PROGRAM

153 N STRATTON ST
GETTYSBURG,PA17325 		N/A PC CHARITABLE OPERATIONS 1,500

SPOONER HOUSE

30 TODD RD
SHELTON,CT06484 		N/A PC CHARITABLE OPERATIONS 1,531

ST JUDE CHILDREN'S RESEARCH HOSPITAL

262 DANNY THOMAS PLACE
MEMPHIS,TN38105 		N/A PC CHARITABLE OPERATIONS 1,500

THE 1636 HERITAGE PARTNERSHIP INC

60 GOLD ST
HARTFORD,CT06103 		N/A PC CHARITABLE OPERATIONS 775

THE DUJON FOUNDATION

15 N MAIN ST STE 100
WEST HARTFORD,CT06107 		N/A PC CHARITABLE OPERATIONS 750

THE FIRST CHURCH OF CHRIST UCC

60 GOLD ST
HARTFORD,CT06103 		N/A PC CHARITABLE OPERATIONS 750

THE MISSING PIECE

PO BOX 280881
EAST HARTFORD,CT06128 		N/A PC CHARITABLE OPERATIONS 1,500

THE UNIVERSITY OF HARTFORDS HARTT SCHOOL COMMUNITY DIVISION DANCE DEPARTMEN

35 WESTBOURNE PKWY
HARTFORD,CT06112 		N/A PC CHARITABLE OPERATIONS 750

UNIVERSITY OF HARTFORD

200 BLOOMFIELD AVE
WEST HARTFORD,CT06117 		N/A PC CHARITABLE OPERATIONS 1,500

UNIVERSITY OF MICHIGAN ROSS SCHOOL OF BUSINESS

3003 S STATE ST STE 9000
ANN ARBOR,MI48109 		N/A PC CHARITABLE OPERATIONS 1,500

WATERBURY BRIDGE TO SUCCESS

100 NORTH ELM ST 2ND FLOOR
WATERBURY,CT06702 		N/A PC CHARITABLE OPERATIONS 750
Total .................................right arrow 3a 2,589,916
bApproved for future payment
Total ................................. right arrow 3b 0
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 ....     14 739,279  
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 .....     14 355  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 6,093,507  
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 6,833,141 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,833,141
(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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

06-1057387
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
CONNECTICUT HEALTH FOUNDATION INC
  		Employer identification number
06-1057387
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
CVS PHARMACY INC
 
1 CVS DRIVE
 
WOONSOCKET, RI02895

$ 55,000


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
CONNECTICUT HEALTH FOUNDATION INC
  		Employer identification number

06-1057387
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
CONNECTICUT HEALTH FOUNDATION INC
  		Employer identification number

06-1057387
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
CONNECTICUT HEALTH FOUNDATION INC
EIN:
06-1057387
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 57,542 3,659   53,884

TY 2024 InvestmentsCorpStockSchedule
Name:
CONNECTICUT HEALTH FOUNDATION INC
EIN:
06-1057387
Name of Stock End of Year Book Value End of Year Fair Market Value
ACCOR SA-SPONSORED ADR - 3876 SHS 37,558 37,558
ADIDAS AG-SPONSORED ADR - 673 SHS 81,951 81,951
AIA GROUP LTD-SP ADR - 2961 SHS 85,336 85,336
AIR LIQUIDE-UNSPONSORED ADR - 785 SHS 25,316 25,316
AIRBUS SE - UNSP ADR - 1994 SHS 79,431 79,431
AKZO NOBEL NV-SPON ADR - 1533 SHS 30,583 30,583
ALIBABA GROUP HOLDING-SP ADR - 1182 SHS 100,222 100,222
ASML HOLDING NV-NY REG SHS - 172 SHS 119,210 119,210
ASSA ABLOY AB - UNSP ADR - 2020 SHS 29,593 29,593
ASTRAZENECA PLC-SPONS ADR - 1847 SHS 121,015 121,015
BARCLAYS PLC-SPONS ADR - 6797 SHS 90,332 90,332
BEAZLEY PLC UNSPONSORED - 1864 SHS 36,628 36,628
BRENNTAG SE-UNSP ADR - 2400 SHS 28,704 28,704
BUREAU VERITAS SA - ADR - 518 SHS 31,225 31,225
CANADIAN PACIFIC KANSAS CITY - 958 SHS 69,485 69,485
CIE FINANCIERE RICH-UNSP ADR - 2115 SHS 32,106 32,106
DBS GROUP HOLDINGS-SPON ADR - 362 SHS 46,350 46,350
ESSILORLUXOT-UNSPON ADR - 578 SHS 69,747 69,747
FANUC CORP-UNSP ADR - 5094 SHS 66,426 66,426
GALDERMA GROUP AG-UNSPON ADR - 1709 SHS 38,367 38,367
HOYA CORP-SPONSORED ADR - 656 SHS 81,344 81,344
INTERTEK GROUP PLC-UNSP ADR - 1174 SHS 69,959 69,959
JD SPORTS FASHION PLC-UN ADR - 53525 SHS 63,160 63,160
JD.COM INC-ADR - 1269 SHS 43,996 43,996
LONDON STOCK EXCHG-UNSP ADR - 1010 SHS 36,047 36,047
LOREAL-UNSPONSORED ADR - 1174 SHS 82,661 82,661
LVMH MOET HENNESSY-UNSP ADR - 811 SHS 105,990 105,990
MTU AERO ENGINES-UNSPON ADR - 587 SHS 97,254 97,254
MURATA MANUFACTUR-UNSPON ADR - 5940 SHS 47,461 47,461
NESTLE SA-SPONS ADR - 284 SHS 23,203 23,203
NOVO-NORDISK A/S-SPONS ADR - 680 SHS 58,494 58,494
PING AN INSURANCE-ADR - 8415 SHS 97,951 97,951
PROSUS NV -SPON ADR - 13028 SHS 103,442 103,442
PUIG BRANDS SA - 4384 SHS 39,916 39,916
SANDOZ GROUP AG-ADR - 2165 SHS 87,683 87,683
SAP SE-SPONSORED ADR - 310 SHS 76,325 76,325
SIKA AG-ADR - 2901 SHS 68,435 68,435
STANDARD CHARTERED- UNSP ADR - 3590 SHS 89,571 89,571
SUMCO CORP-UNSPON ADR - 2926 SHS 43,435 43,435
SUMITOMO MITSUI-SPONS ADR - 6355 SHS 92,084 92,084
TAIWAN SEMICONDUCTOR-SP ADR - 181 SHS 35,833 35,833
THALES SA - UNSP ADR - 965 SHS 27,570 27,570
UBS GROUP AG-REG - 3738 SHS 113,336 113,336
UNICREDIT SPA-ADR - 3902 SHS 77,962 77,962
UNIVERSAL MUSIC GRO-UNSP ADR - 4686 SHS 59,793 59,793

TY 2024 InvestmentsGovtObligationsSch
Name:
CONNECTICUT HEALTH FOUNDATION INC
EIN:
06-1057387
US Government Securities - End of Year Book Value:

4,570,710
US Government Securities - End of Year Fair Market Value:

4,570,710
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
CONNECTICUT HEALTH FOUNDATION INC
EIN:
06-1057387
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ABDIEL QUALIFIED OFFSHORE PARTNERS, LTD. CLASS A SERIES: 201 - 96 SHS FMV 544,678 544,678
AC CARBON CAYMAN LP - 11173 SHS FMV 1,104,825 1,104,825
ACADIAN INTERNATIONAL SMALL CAP FUND - 118 SHS FMV 1,175,225 1,175,225
ALPHADYNE INTERNATIONAL FUND, LTD. CLASS 5 A USD SERIES 1 - 795 SHS FMV 1,362,703 1,362,703
ALUA OFFSHORE FUND LTD. CLASS A SERIES 1 - 1291 SHS FMV 1,455,997 1,455,997
ALUA OFFSHORE FUND LTD. CLASS A SERIES 1 E 04-2024 - 800 SHS FMV 824,260 824,260
ALUA OFFSHORE FUND LTD. CLASS S SERIES 2 - 3 SHS FMV 801 801
ALUA OFFSHORE FUND LTD. CLASS S SERIES 3 - 6 SHS FMV 3,649 3,649
ARROWSTREET CAPITAL GLOBAL ALL COUNTRY ALPHA EXTENSION FUND - 16983 SHS FMV 4,036,386 4,036,386
ARROWSTREET EMERGING MARKET TRUST FUND - C - 52453 SHS FMV 5,175,186 5,175,186
ASF VI L.P. - 7 SHS FMV 151,021 151,021
ASF VII L.P. - 1 SHS FMV 401,665 401,665
AVANCE INVESTMENT PARTNERS AIV LP - 594658 SHS FMV 687,767 687,767
AVANCE INVESTMENT PARTNERS, L.P. - 167336 SHS FMV 123,383 123,383
BANNEKER PARTNERS FUND II, L.P. - 999388 SHS FMV 1,108,727 1,108,727
BASE10 ADVANCEMENT INITIATIVE II, L.P. - 315000 SHS FMV 297,266 297,266
BIOPHARMA CREDIT INVESTMENTS V LP - 1258687 SHS FMV 1,295,747 1,295,747
BLUE DELTA CAPITAL FUND II, LP - 659710 SHS FMV 841,340 841,340
CARMEL PARTNERS INVESTMENT FUND V, L.P. - 358289 SHS FMV 931,248 931,248
COATUE OFFSHORE FUND, LTD - 12157 SHS FMV 1,662,775 1,662,775
CONSILIUM FRONTIER EQUITY FUND, LP - 1100000 SHS FMV 2,062,726 2,062,726
CRAYHILL PRICIPAL STRATEGIES PARALLEL FUND III LP - 608816 SHS FMV 605,746 605,746
DARSANA OVERSEAS FUND LTD. - 1500 SHS FMV 1,414,690 1,414,690
DFA EMERGING MRKTS VALUE - 43301 SHS FMV 1,295,144 1,295,144
DODGE & COX INTL STOCK FUND - 20563 SHS FMV 1,026,087 1,026,087
ELLIOTT INTERNATIONAL LIMITED -10TH COMMITMENT - 1008719 SHS FMV 1,014,628 1,014,628
GARCIA HAMILTON & ASSOCIATES, L.P. - 1090447 SHS FMV 1,011,957 1,011,957
GLOBAL RESEARCH EQUITY EXTENDED FUND (CAYMAN) LTD. - 2448 SHS FMV 3,380,513 3,380,513
GQG PARTNERS EMERGING MARKETS EQUITY FUND - 823486 SHS FMV 1,416,523 1,416,523
HG VORA SPECIAL OPPORTUNITIES FUND, LTD. CLASS A, SUB CLASS - 300 SHS FMV 298,911 298,911
HG VORA SPECIAL OPPORTUNITIES FUND, LTD. CLASS A, SUB CLASS - 5 SHS FMV 20,629 20,629
HIMALAYA CAPITAL INVESTORS (OFFSHORE), L.P. - 600000 SHS FMV 964,812 964,812
HOLOCENE ADVISORS OFFSHORE FUND LTD. CLASS B(E) SERIES 9(201 - 849 SHS FMV 1,413,387 1,413,387
HOSEN PRIVATE EQUITY III, L.P. - 419372 SHS FMV 528,113 528,113
HUDSON BAY INTERNATIONAL FUND LTD. AUR T2 - 1235 SHS FMV 1,459,734 1,459,734
HULL STREET ENERGY PARTNERS I-A, LP - LIMITED PARTNERS - 406504 SHS FMV 655,717 655,717
HULL STREET ENERGY PARTNERS II (PARALLEL), L.P. - 809242 SHS FMV 859,799 859,799
ISHARES CORE MSCI EAFE ETF - 654 SHS FMV 45,963 45,963
ISHARES CORE MSCI EMERGING - 5272 SHS FMV 275,304 275,304
ISHARES TIPS BOND ETF - 31678 SHS FMV 3,375,291 3,375,291
KHP STRATEGIC 9 LP - 1288 SHS FMV 169,502 169,502
KILTEARN GLOBAL EQUITY FUND - 62411 SHS FMV 1,683,487 1,683,487
KLINE HILL PARTNERS FUND LP - 39071 SHS FMV 690,845 690,845
KLINE HILL PARTNERS OFFSHORE FUND II LP - 124209 SHS FMV 713,088 713,088
KLINE HILL PARTNERS OFFSHORE FUND III LP - 145723 SHS FMV 840,099 840,099
KLINE HILL PARTNERS OPPORTUNITY OFFSHORE FUND III LP - 99956 SHS FMV 320,732 320,732
L L MORTGAGE FUND LP - 1050000 SHS FMV 1,295,597 1,295,597
L L STRATEGIC OPPORTUNITIES FUND, L.P. - 236775 SHS FMV 258,769 258,769
LAURION CAPITAL LTD. CLASS A INITIAL - 185 SHS FMV 1,259,665 1,259,665
LIME ROCK PARTNERS IV AF, L.P. - 15076 SHS FMV 202,464 202,464
LONDON - CA INTERNATIONAL EQUITY CEF FUND CAMBRIDGE SUB-SERI - 240609 SHS FMV 3,627,786 3,627,786
MASSAR MACRO COMMODITY FUND, LTD. TRANCHE B - SUB TRANCHE 1 - 690 SHS FMV 1,336,272 1,336,272
MATERIAL IMPACT FUND III, L.P. - 150000 SHS FMV 126,083 126,083
METIS GLOBAL EQUITY INDEX PORTFOLIO - 2007616 SHS FMV 2,474,534 2,474,534
MEZZACAPPA CREDIT SPECTRUM FUND, LLC - 2396 SHS FMV 586 586
MFS INSTL INTL EQUITY FUND - 59345 SHS FMV 2,007,034 2,007,034
NAYA FUND CLASS C SERIES 1 JAN 2013 UNRESTRICTED CA - 5540 SHS FMV 1,863,635 1,863,635
NS PARTNERS EMERGING MARKETS EQUITY FUND - 3565123 SHS FMV 2,979,734 2,979,734
ORBIS INSTITUTIONAL INTERNATIONAL EQUITY L.P., BASE RRF C-28 - 140740 SHS FMV 3,310,197 3,310,197
OVERLOOK PARTNERS FUND, LP - 504470 SHS FMV 723,703 723,703
P/E GLOBAL LLC - GLOBAL STRATEGY LLC - 317 SHS FMV 763,424 763,424
PAG CA PARTNERS LP - 523709 SHS FMV 881,561 881,561
PELICAN ENERGY PARTNERS II LP - 4976 SHS FMV 950,019 950,019
PELICAN ENERGY PARTNERS III LP - 563506 SHS FMV 749,203 749,203
POMONA CAPITAL VIII, L.P. - 1 SHS FMV 4,258 4,258
RENAISSANCE INSTITUTIONAL EQUITIES FUND LLC - SERIES BB - 1053383 SHS FMV 2,109,899 2,109,899
ROSE GROVE OFFSHORE FUND I, LTD CLASS A NEW ISSUE SERIES 010 - 449 SHS FMV 1,156,250 1,156,250
RRG GLOBAL PARTNERS FUND - 646659 SHS FMV 685,569 685,569
RTW INNOVATION OFFSHORE FUND, LTD. - 1000 SHS FMV 1,150,723 1,150,723
RYDER COURT GLOBAL EMERGING MARKETS OPPORTUNITIES FUND (DST) - 78346 SHS FMV 1,300,362 1,300,362
SCULPTOR OVERSEAS FUND II, LTD. - 3 SHS FMV 1,351 1,351
SIRIS PARTNERS IV, L.P. - 786757 SHS FMV 891,437 891,437
STELLEX CAPITAL PARTNERS III-A LP - 131733 SHS FMV 131,733 131,733
STEPSTONE VC GLOBAL PARTNERS VI, L.P. - 1110879 SHS FMV 4,032,962 4,032,962
STEPSTONE VC GLOBAL PARTNERS VII-B, L.P. - 1080674 SHS FMV 1,918,486 1,918,486
SUNRISE CAPITAL IV, L.P. - 669287 SHS FMV 517,561 517,561
SUSTAINABLE ASSET FUND II, LP - 607820 SHS FMV 1,019,567 1,019,567
TELEGRAPH HILL PARTNERS III, L.P. - 822110 SHS FMV 606,128 606,128
TELEGRAPH HILL PARTNERS IV, L.P. - 614233 SHS FMV 860,483 860,483
THE CHILDREN'S INVESTMENT FUND CLASS H1 USD NEW ISSUES 14-12 - 9000 SHS FMV 1,923,570 1,923,570
TIGER GLOBAL LONG OPPORTUNITIES, LTD. CLASS A SUB-CLASS ONE - 10000 SHS FMV 798,414 798,414
TWO SIGMA ACTIVE EXTENSION U.S. ALL CAP EQUITY CAYMAN FUND, - 583 SHS FMV 3,799,390 3,799,390
VANGUARD S&P 500 ETF - 717 SHS FMV 386,327 386,327
VARADERO INTERNATIONAL, LTD. CLASS A-1 - SERIES INITIAL - 767 SHS FMV 2,671,626 2,671,626
VISTRIA FUND V (FT), LP - 426937 SHS FMV 416,963 416,963
VOLITION CAPITAL FUND III, L.P. - 671613 SHS FMV 705,477 705,477
VOLITION CAPITAL FUND IV, L.P. - 636635 SHS FMV 1,040,817 1,040,817
VOLITION CAPITAL SELECT FUND I, L.P. - 232980 SHS FMV 273,003 273,003
VOLORIDGE FUND, LTD. - CLASS B - SERIES INITIAL - 924 SHS FMV 1,778,098 1,778,098
W PRIME PARTNERS IV-A, L.P. - 189478 SHS FMV 309,735 309,735
W PRIME PARTNERS V-A, L.P. - 598825 SHS FMV 657,872 657,872
WGI EMERGING MARKETS FUND, LLC - 15460 SHS FMV 738,064 738,064

TY 2024 LegalFeesSchedule
Name:
CONNECTICUT HEALTH FOUNDATION INC
EIN:
06-1057387
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 17,358 1,104   17,148


TY 2024 OtherAssetsSchedule
Name:
CONNECTICUT HEALTH FOUNDATION INC
EIN:
06-1057387
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
RIGHT OF USE ASSET - OPERATING LEASES 846,026 759,000 759,000
PROGRAM RELATED INVESTMENT 0 250,000 250,000


TY 2024 OtherExpensesSchedule
Name:
CONNECTICUT HEALTH FOUNDATION INC
EIN:
06-1057387
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SUPPLIES 9,742 2,209   6,439
TELEPHONE AND IT 52,735 3,353   49,382
RENTAL EQUIPMENT 6,234 0   6,231
BOARD EXPENSES 108,113 23,754   71,121
INSURANCE 8,971 0   8,971
PROGRAM INITIATIVES 1,372,008 0   1,287,888
POSTAGE 251 0   251
OFFICE SERVICES AND SUPPLIES 7,286 0   7,233


TY 2024 OtherIncomeSchedule2
Name:
CONNECTICUT HEALTH FOUNDATION INC
EIN:
06-1057387
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SHAREHOLDER SETTLEMENT INCOME 355 355 355
PARTNERSHIP INVESTMENT INCOME   346,119  


TY 2024 OtherIncreasesSchedule
Name:
CONNECTICUT HEALTH FOUNDATION INC
EIN:
06-1057387
Description Amount
UNREALIZED GAINS 1,191,897


TY 2024 OtherLiabilitiesSchedule
Name:
CONNECTICUT HEALTH FOUNDATION INC
EIN:
06-1057387
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED EXCISE TAX LIABILITY 345,000 381,000
RIGHT OF USE LIABILITY - OPERATING LEASES 786,490 637,330


TY 2024 OtherProfessionalFeesSchedule
Name:
CONNECTICUT HEALTH FOUNDATION INC
EIN:
06-1057387
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 82,587 5,251   60,088
INVESTMENT FEES 1,060,027 1,060,027   0
EXPENSES ALLOCATED TO FORM 990-T 0 -109,138   0


TY 2024 TaxesSchedule
Name:
CONNECTICUT HEALTH FOUNDATION INC
EIN:
06-1057387
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 0 135,679   0
EXCISE TAXES 75,431 0   0