Issue link: https://nebusinessmedia.uberflip.com/i/479449
Book of Lists 2014 General Interest 40 Hartford Business Journal • septemBer 22, 2014 www.HartfordBusiness.com Largest independent private foundations serving the Hartford Region (Ranked by assets (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 $102,837,450 $3,154,498 $6,701,336 Patricia Baker President & CEO 1999 2 American Savings Foundation Inc. 185 Main St., New Britain, CT 06051 860-827-2556; www.asfdn.org $79,642,518 $4,863,330 $4,331,534 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 $63,900,388 $7,797,181 $1,994,007 Lynne Garner President & Trustee 1991 4 The Maximilian E. and Marion 0. Hoffman Foundation Inc. 970 Farmington Ave., West Hartford, CT 06107 860-521-2949; NA $62,472,604 $4,154,736 $3,917,643 Marion Barrak President & Director 1986 5 SBM Charitable Foundation Inc. 935 Main St., Manchester, CT 06040 860-533-0355; www.sbmfoundation.org $35,908,494 $957,893 $2,754,280 Doreen Downham Executive Director 2000 6 Say Yes To Education Inc. (2) 1 State St., 20th Floor, Hartford, CT 06103 860-240-8900; www.sayyestoeducation.org $30,932,046 $13,786,510 $13,612,531 Mary-Anne Schmitt Carey President 1990 7 The Hampshire Foundation Inc. (3) 151 New Park Ave., Ste. 7, Hartford, CT 06106 860-236-5751; www.hampshirefoundation.org $22,928,294 $5,567,823 $1,603,800 Sabina Shelby President 2000 8 J. Walton Bissell Foundation Inc. PO Box 370067, West Hartford, CT 06137 860-586-8201; NA $22,184,132 $926,440 $1,025,258 Sarah D. Anthony President & CEO 2004 9 Ensworth Charitable Foundation (4) 200 Glastonbury Blvd., Ste. 200, Glastonbury, CT 06033 888-866-3275; www.bankofamerica.com/grantmaking $21,787,410 $1,074,775 $1,111,597 Amy R. Lynch Sr. Vice President US Trust, Philanthropic Solutions 1948 10 Robert E. L. and Clara G. Patterson Trust (5) 200 Glastonbury Blvd., Ste. 200, Glastonbury, CT 06033 888-886-3275; www.bankofamerica.com/grantmaking $19,576,465 $2,314,331 $1,024,772 Carmen Britt Sr. Philanthropic Relationship Manager US Trust, Bank of America NA 1980 11 Daniell Family Foundation Inc. 2 Barnard Ln., Bloomfield, CT 06002 860-242-8844; NA $18,036,798 $814,388 $911,324 Barbara E. Daniell President & Director 2010 12 The John T. and Jane A. Wiederhold Foundation 185 Asylum St., Hartford, CT 06103 860-692-1751; cfnwct.org/wiederhold-foundation $17,074,734 $481,456 $1,274,382 Paul McAfee Vice President Webster Financial Advisors 1998 13 Andrew J. & Joyce D. Mandell Family Foundation Inc. 240 Hartford Ave., Newington, CT 06111 860-666-0399; NA $15,855,363 $3,507,435 $738,788 Joyce D. Mandell President 1984 (6) 14 Jeffrey P. Ossen Family Foundation P0 Box 271820, West Hartford, CT 06127 860-313-4928; www.jeffreypossen.org $15,828,562 $1,579,276 $451,976 Eileen M. Ossen Trustee NA 15 The Fund for Greater Hartford 543 Prospect Ave., Hartford, CT 06105 860-232-3113; www.fundforgreaterhartford.org $15,547,948 $567,776 $888,496 Jan-Gee McCollam President 1980 16 Larsen Fund PO Box 271677, West Hartford, CT 06127 860-286-0549; NA $14,817,442 $1,023,291 $1,280,148 Todd H. Larsen President 1941 17 The William and Alice Mortensen Foundation 85 Memorial Rd., Unit 410, West Hartford, CT 06107 860-461-7927; NA $14,804,023 $1,075,670 $831,438 Robert S. Carter, Jr. President 1982 18 Ray and Pauline Sullivan Foundation (7) 200 Glastonbury Blvd., 2nd Fl., Glastonbury, CT 06033 888-866-3275; NA $14,556,953 $1,095,085 $777,006 Amy R. Lynch Vice President Bank of America NA 1972 (8) 19 Lawson Valentine Foundation 1000 Farmington Ave., West Hartford, CT 06017 860-570-0728; NA $12,767,287 $931,227 $847,268 Valentine Doyle Program Officer 1986 20 John and Kelly Hartman Foundation c/o Cummings and Lockwood LLC PO Box 271820, West Hartford, CT 06127 860-313-4930; NA $12,338,620 $65,912 $745,121 Paul L. Bourdeau Trustee 2010 21 Colburn-Keenan Foundation Inc. P.O. Box 811, Enfiled, CT 06083 800-966-2431; www.colkeen.org $10,801,497 $3,611,509 $400,872 Sasha Zatyrka Executive Director 2006 22 Fisher Foundation (9) 36 Brookside Blvd., West Hartford, CT 06107 860-570-0221; www.fisherfdn.org $10,143,955 $708,857 $493,694 Beverly Boyle Executive Director 1959 (6) 23 The Zachs Family Foundation Inc. 40 Woodland St., Hartford, CT 06105 860-727-5733; NA $10,078,455 $644,742 $191,917 Henry M. Zachs President 1987 (6) 24 George and Grace Long Foundation (7) 200 Glastonbury Blvd., Ste. 200, Glastonbury, CT 06033 888-866-3275; www.bankofamerica.com/grantmaking $10,038,258 $562,031 $482,817 Carmen Britt Sr. Philanthropic Relationship Manager US Trust, Bank of America NA 1960 Sources: www.foundationcenter.org, Guidestar, a 501(3)c that collects and presents 990 forms for IRS-registered nonprofits and foundation websites. Note: NA = not available. (1) As reported for most recent fiscal year available. (2) The 990 PF form is filed c/o 1 State St., Hartford, CT. (3) The 990 PF form is filed c/o Bessemer Trust, New York, NY. (4) The 990 PF form is filed c/o P.O. Box 1802, Providence, RI. (5) The 990PF form is filed c/o Robert and Clara Patterson Trust, Providence, RI. (6) Represents I.R.S. ruling year, an estimation of the year founded. (7) The 990 PF form is filed c/o PO Box 1802, Providence, RI. (8) Represents IRS ruling year, an estimation of the year founded. (9) The 990 PF form is filed c/o Michael Finkelstein, New York, NY. —Compiled by Roger Magnus and Heide Martin.