Issue link: https://nebusinessmedia.uberflip.com/i/925527
12 Hartford Business Journal • January 15, 2018 • www.HartfordBusiness.com Sources: Guidestar, a 501(3)c that collects and presents 990 forms for IRS-registered nonprofits, the Foundation Center and individual foundations. (1) Data from fiscal year 2015, the most recent available. (2) Ruling year. (3) Formerly known as Say Yes To Education Foundation; data from fiscal year 2015, the most recent available. (4) c/o Murtha Culina LLP. — Compiled by Stephanie R. Meagher. THE LIST Largest independent private foundations serving Greater Hartford (Ranked by assets, FY 2016) FOCUS Largest independent private foundations serving Greater Hartford (Ranked by assets, FY 2016) Rank Foundation Assets Revenue/ Expenses Top executive/ Title Year founded 1 William Caspar Graustein Memorial Fund (1) 1 Hamden Center, 2319 Whitney Ave., Hamden, CT 06518 203-230-3330; www.wcgmf.org $107,714,393 $6,335,370 $6,374,779 David Addams Executive director 1993 2 Connecticut Health Foundation Inc. (1) 100 Pearl St., Hartford, CT 06103 860-724-1580; www.cthealth.org $100,353,279 $917,066 $6,008,995 Patricia Baker President & CEO 1999 3 American Savings Foundation Inc. 185 Main St., New Britain, CT 06051 860-827-2556; www.asfdn.org $79,302,649 $1,539,956 $4,319,167 Maria A. Falvo President & CEO 1995 4 The Donaghue Medical Research Foundation (1) 18 N. Main St., West Hartford, CT 06107 860-521-9011; www.donaghue.org $65,414,890 $3,950,436 $3,512,371 Lynne Garner President & trustee 1991 5 The Maximilian E. and Marion 0. Hoffman Foundation Inc. 970 Farmington Ave., West Hartford, CT 06107 860-521-2949 $54,977,439 $2,613,943 $3,639,761 Marion Barrak President & director 1986 6 Chester Kitchings Family Foundation P.O. Box 309, Essex, CT 06426 404-419-3245 $54,908,359 $2,024,039 $3,459,934 Chester W. Kitchings Jr. Trustee 1965 (2) 7 Weiss Family Foundation (3) 1 State St., Hartford, CT 06103 860-240-8900; weissfamilyfoundation.org $48,632,233 $5,045,963 $5,799,519 Rachel Flax Executive director 1990 8 Twenty-seven Foundation 99 Founders Plaza, 5th Floor, East Hartford, CT 06108 860-244-4889 $47,331,504 $971,383 $2,681,545 D. Travis Engen Trustee 2008 9 SBM Charitable Foundation Inc. 935 Main St., Manchester, CT 06040 860-533-0355; www.sbmfoundation.org $34,741,969 $1,343,369 $2,592,929 Doreen Downham Executive director 2000 10 The Zachs Family Foundation Inc. 40 Woodland St., Hartford, CT 06105 860-727-5733 $28,147,409 $2,237,776 $1,407,370 Henry M. Zachs President 1987 11 Ensworth Charitable Foundation 200 Glastonbury Blvd., Suite 200, Glastonbury, CT 06033 860-244-4870; www.bankofamerica.com/grantmaking $22,435,481 $900,387 $1,265,044 Amy R. Lynch SVP & market philanthropic director 1948 12 J. Walton Bissell Foundation Inc. (1) P.O. Box 370067, West Hartford, CT 06137 860-586-8201 $21,629,088 $1,566,376 $1,149,826 Sarah D. Anthony President & CEO 2004 13 Daniell Family Foundation Inc. 2 Barnard Lane, Bloomfield, CT 06002 860-242-8844 $21,596,380 $1,078,187 $1,078,935 Barbara E. Daniell President & director 2010 14 Robert and Clara Patterson Trust 200 Glasonbury Blvd., Suite 200, Glastonbury, CT 06033 860-244-4874; www.bankofamerica.com/grantmaking $20,413,621 $797,882 $1,137,168 Carmen Britt Sr. philanthropic relationship manager U.S. Trust, Bank of America NA 1980 15 Andrew J. & Joyce D. Mandell Family Foundation Inc. 240 Hartford Ave., Newington, CT 06111 860-666-0399 $19,702,091 $2,431,175 $1,372,096 Joyce D. Mandell President 1984 16 Jeffrey P. Ossen Family Foundation P.O. Box 291, North Windham, CT 06256 860-942-2507; jeffreypossen.org $18,130,382 $432,079 $1,142,282 Eileen M. Ossen Trustee 2008 17 Larsen Fund (1) P.O. Box 271677, West Hartford, CT 06127 860-286-0549 $16,469,485 $879,375 $1,159,397 Todd H. Larsen President 1941 18 The Fund for Greater Hartford 75 Charter Oak Ave., Hartford, CT 06106 860-232-3113; www.fundforgreaterhartford.org $16,427,067 $2,139,397 $991,694 Carmen Cid President 1980 19 The William and Alice Mortensen Foundation (1) P.O. Box 230212, Hartford, CT 06123 860-461-7927 $14,719,900 $1,071,409 $908,413 Alfred V. Covello President 1982 20 Lawson Valentine Foundation (1) 1000 Farmington Ave., West Hartford, CT 06017 860-570-0728 $12,721,550 $835,556 $821,610 Valentine Doyle Trustee 1986 21 Charles H. Kaman Charitable Foundation Inc. 185 Asylum St., Hartford, CT 06103 (4) 860-240-6000 $12,255,953 $349,534 $631,041 C. William Kaman II President & treasurer 1994 22 John and Kelly Hartman Foundation P.O. Box 271820, West Hartford, CT 06127 860-313-4930 $12,253,708 $221,803 $754,783 Paul L. Bourdeau Trustee 2010 23 Colburn-Keenan Foundation Inc. (1) P.O. Box 811, Enfield, CT 06083 800-966-2431; www.colkeen.org $10,332,015 $817,230 $529,347 Kimberly Conant Program & managing director 2006 24 George and Grace Long Foundation 99 Founders Plaza, 5th Floor, East Hartford, CT 06108 860-244-4874; www.bankofamerica.com/grantmaking $10,283,884 $266,709 $608,935 Carmen Britt Sr. philanthropic relationship manager U.S. Trust, Bank of America NA 1960 25 The Owenoke Foundation (1) 22 Squirrel Hill Road, West Hartford, CT 06107 860-573-9683 $9,997,711 $137,019 $524,230 Avery Rockefeller III President & director 1997 Sources: Guidestar, a 501(3)c that collects and presents 990 forms for IRS-registered nonprofits, the Foundation Center and individual foundations. (1) Data from fiscal year 2015, the most recent available. (2) Ruling year. (3) Formerly known as Say Yes To Education Foundation; data from fiscal year 2015, the most recent available. (4) c/o Murtha Culina LLP. —Compiled by Stephanie R. Meagher.