Hartford Business Journal

February 23, 2015

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10 Hartford Business Journal • February 23, 2015 www.HartfordBusiness.com To view the full list, please visit HartfordBusiness.com ▶ ▶ Did we miss you? We want to publish the most complete and accurate lists possible. To correct an error or submit information, contact Roger Magnus, research director, at (508) 755-8004, ext. 263 or rmagnus@nebusinessmedia.com. thE List Largest independent private foundations serving the Hartford Region (Ranked by assets for fiscal year 2013 (1)) Rank Foundation Assets Revenue/ Expenses Top executive/ Title Year founded 1 Connecticut Health Foundation Inc. 100 Pearl St., Hartford, CT 06103 860-724-1580; www.cthealth.org $112,680,825 $4,410,327 $6,358,042 Patricia Baker President & CEO 1999 2 American Savings Foundation Inc. 185 Main St., New Britain, CT 06051 860-827-2556; www.asfdn.org $87,111,382 $4,823,390 $4,373,763 David Davison President & CEO 1995 3 The Donaghue Medical Research Foundation 18 N. Main St., West Hartford, CT 06107 860-521-9011; www.donaghue.org $69,209,336 $5,958,686 $3,156,352 Lynne Garner President & Trustee 1991 4 The Maximilian E. and Marion 0. Hoffman Foundation Inc. (2) 970 Farmington Ave., West Hartford, CT 06107 860-521-2949; NA $65,203,294 $8,353,629 $3,722,009 Marion Barrak President & Director 1986 5 Twenty-seven Foundation 200 Glastonbury Blvd., Ste. 200, Glastonbury, CT 06033 860-657-7015; NA $50,401,692 $3,305,168 $2,209,099 D. Travis Engen Trustee 2008 6 SBM Charitable Foundation Inc. 935 Main St., Manchester, CT 06040 860-533-0355; www.sbmfoundation.org $40,043,759 $1,379,029 $1,986,219 Doreen Downham Executive Director 2000 7 Say Yes To Education Inc. 1 State St., 20th Floor, Hartford, CT 06103 860-240-1272; www.sayyestoeducation.org $37,312,562 $19,190,467 $16,873,112 Mary-Anne Schmitt Carey President 1990 8 J. Walton Bissell Foundation Inc. PO Box 370067, West Hartford, CT 06137 860-586-8201; NA $24,210,431 $1,238,082 $1,156,137 Sarah D. Anthony President & CEO 2004 9 Daniell Family Foundation Inc. 2 Barnard Ln., Bloomfield, CT 06002 860-242-8844; NA $23,935,711 $1,016,024 $903,276 Barbara E. Daniell President & Director 2010 10 Ensworth Charitable Foundation (2) 200 Glastonbury Blvd., Ste. 200, Glastonbury, CT 06033 888-866-3275; www.bankofamerica.com/grantmaking $23,023,603 $2,225,386 $1,162,901 Carmen Britt Sr. Philanthropic Relationship Manager US Trust, Bank of America NA 1948 11 Robert and Clara Patterson Trust (2) 200 Glastonbury Blvd., Ste. 200, Glastonbury, CT 06033 888-886-3275; www.bankofamerica.com/grantmaking $20,456,217 $1,826,433 $1,138,562 Carmen Britt Sr. Philanthropic Relationship Manager US Trust, Bank of America NA 1980 12 Andrew J. & Joyce D. Mandell Family Foundation Inc. (2) 240 Hartford Ave., Newington, CT 06111 860-666-0399; NA $18,321,352 $2,632,671 $1,460,831 Joyce D. Mandell President 1984 (3) 13 Larsen Fund PO Box 271677, West Hartford, CT 06127 860-286-0549; NA $18,127,307 $1,557,187 $1,309,244 Todd H. Larsen President 1941 14 The Fund for Greater Hartford 543 Prospect Ave., Hartford, CT 06105 860-232-3113; www.fundforgreaterhartford.org $17,415,043 $2,651,526 $915,453 Jan-Gee McCollam President 1980 15 Jeffrey P. Ossen Family Foundation P0 Box 271820, West Hartford, CT 06127 860-313-4928; www.jeffreypossen.org $17,152,933 $586,445 $969,539 Eileen M. Ossen Trustee 2008 (3) 16 The William and Alice Mortensen Foundation PO Box 230212, Hartford, CT 06123 860-461-7927; NA $15,830,911 $1,032,672 $1,092,302 Alfred V. Covello President 1982 17 The Zachs Family Foundation Inc. 40 Woodland St., Hartford, CT 06105 860-727-5733; NA $15,560,215 $604,958 $509,345 Henry M. Zachs President 1987 (3) 18 Ray and Pauline Sullivan Foundation (2) 200 Glastonbury Blvd., 2nd Fl., Glastonbury, CT 06033 888-866-3275; NA $14,905,447 $1,366,953 $799,830 Karen Kiser Private Wealth Manager US Trust, Bank of America NA 1972 (3) 19 Lawson Valentine Foundation 1000 Farmington Ave., West Hartford, CT 06017 860-570-0728; NA $13,334,670 $734,961 $809,115 Valentine Doyle Trustee 1986 20 John and Kelly Hartman Foundation (2) PO Box 271820, West Hartford, CT 06127 860-313-4930; NA $13,012,099 $457,911 $711,446 Paul L. Bourdeau Trustee 2010 21 Fisher Foundation 36 Brookside Blvd., West Hartford, CT 06107 860-570-0221; www.fisherfdn.org $11,212,677 $722,873 $561,993 Hinda N. Fisher President & Treasurer 1959 (3) 22 Colburn-Keenan Foundation Inc. PO Box 811, Enfield, CT 06083 800-966-2431; www.colkeen.org $11,187,746 $496,653 $613,611 Jane Cavanaugh Smith Executive Director 2006 23 Charles H. Kaman Charitable Foundation Inc. 43 Prattling Pond Rd., Farmington, CT 06032 860 -240-6000; NA $11,087,329 $400,825 $515,734 C. William Kaman II President & Treasurer 1994 24 George and Grace Long Foundation 200 Glastonbury Blvd., Ste. 200, Glastonbury, CT 06033 888-866-3275; www.bankofamerica.com/grantmaking $11,015,519 $638,144 $502,232 Carmen Britt Sr. Philanthropic Relationship Manager US Trust, Bank of America NA 1960 25 The Owenoke Foundation 22 Squirrel Hill Rd., West Hartford, CT 06107 860-573-9683; NA $10,545,256 $247,794 $517,772 Avery Rockefeller III President & Director 1997 (3) Sources: Guidestar, a 501(3)c that collects and presents 990 forms for IRS-registered nonprofits and individual foundations. (1) Unless otherwise noted. (2) Data are from fiscal year 2014. (3) Represents I.R.S. ruling year, an estimation of the year founded. —Compiled by Roger Magnus and Heide Martin.

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