- New Haven, CT
- Tax-exempt since March 1992
- EIN: 13-3647019
Receive an email when new data is available for this organization.
Organization summary
Type of Nonprofit
Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn’t provide athletic facilities or equipment), or the prevention of cruelty to children or animals.
Donations to this organization are tax deductible.
Summary charts: organization finances over time
Revenue
$33.8M (2022)
Expenses
$36.3M (2022)
Total Assets
$312M (2022)
Total Liabilities
$1.56M (2022)
Years with missing data
Tax Filings by Year
Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.
Fiscal Year Ending Dec.
2022
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$33,774,082
Expenses
$36,349,061
Net Income
-$2,574,979
Net Assets
$310,353,852
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $6,071,986 | 18.0% |
| Sales of Assets | $27,668,580 | 81.9% |
| Other Income | $33,516 | 0.1% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursem*nts | $33,875,838 | 93.2% |
| Compensation of Officers* | $641,491 | 1.8% |
| * Officer compensation may be included in charitable disbursem*nts, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $311,913,606 | |
| Total Liabilities | $1,559,754 | |
| Net Assets | $310,353,852 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Dana K Bezerra (President) | $377,142 | $70,722 |
| Nhadine Leung (Vice President/Treasurer) | $264,349 | $53,012 |
| Donna Daniels (Vp Integrated Capi) | $239,308 | $63,407 |
| Barbara Vanscoy (Fixed Income Fellow) | $207,740 | $69,681 |
| Kelly Ryan (Fellow) | $207,740 | $54,421 |
| Brendan Maher (Vp Integrated Capi) | $156,444 | $54,596 |
| Enrique Virgil (Accountant) | $152,750 | $34,530 |
| Paul Costello (Director) | $0 | $0 |
| Buzz Schmidt (Chairman) | $0 | $0 |
| Jim King (Director) | $0 | $0 |
| Felecia Lucky (Director) | $0 | $0 |
| Dan Mc Kay (Director) | $0 | $0 |
| Greg Watson (Director) | $0 | $0 |
Document Links
990-PF
Filed on April 22, 2024Primary tax return for a private foundation's activities, finances, and governance
View Filing
XML
Fiscal Year Ending Dec.
2021
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$28,288,660
Expenses
$15,613,585
Net Income
$12,675,075
Net Assets
$409,917,410
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $5,353,699 | 18.9% |
| Sales of Assets | $22,857,070 | 80.8% |
| Other Income | $77,891 | 0.3% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursem*nts | $14,174,508 | 90.8% |
| Compensation of Officers* | $630,842 | 4.0% |
| * Officer compensation may be included in charitable disbursem*nts, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $412,823,233 | |
| Total Liabilities | $2,905,823 | |
| Net Assets | $409,917,410 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Dana K Bezerra (President) | $371,252 | $38,236 |
| Nhadine Leung (Vice President/Treasurer) | $259,590 | $26,481 |
| Brendan Maher (Vp Integrated Capi) | $221,544 | $50,037 |
| Donna Daniels (Vp Integrated Capi) | $205,625 | $36,398 |
| Barbara Vanscoy (Fixed Income Fellow) | $204,000 | $47,591 |
| Kelly Ryan (Fellow) | $204,000 | $35,396 |
| Shelley Curnow (Director Systems) | $142,800 | $47,850 |
| Anne Wade (Director) | $0 | $0 |
| Buzz Schmidt (Chairman) | $0 | $0 |
| William Mc Calpin (Director) | $0 | $0 |
| John Otterlei (Director) | $0 | $0 |
Document Links
990-PF
Filed on Jan. 12, 2023Primary tax return for a private foundation's activities, finances, and governance
View Filing
XML
Fiscal Year Ending Dec.
2020
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$46,751,872
Expenses
$17,018,329
Net Income
$29,733,543
Net Assets
$357,876,917
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $5,757,476 | 12.3% |
| Sales of Assets | $40,929,795 | 87.5% |
| Other Income | $64,601 | 0.1% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursem*nts | $10,873,706 | 63.9% |
| Compensation of Officers* | $847,153 | 5.0% |
| * Officer compensation may be included in charitable disbursem*nts, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $360,659,886 | |
| Total Liabilities | $2,782,969 | |
| Net Assets | $357,876,917 |
Compensation
| Key Employees and Officers | Compensation | Other |
|---|---|---|
| Dana K Bezerra (President) | $357,637 | $86,275 |
| Preeti Bhattacharji (Vp Integrated Capi) | $258,974 | $70,039 |
| Nhadine Leung (Vice President/Treasurer) | $253,322 | $64,596 |
| Brendan Maher (Vp Integrated Capi) | $245,406 | $80,773 |
| Clara G Miller (President Emeritus) | $236,194 | $0 |
| Kelly Ryan (Fellow) | $198,409 | $64,394 |
| Barbara Vanscoy (Fixed Income Fellow) | $198,084 | $78,874 |
| Amy Orr (Director Integrated) | $152,993 | $25,824 |
| Anne Wade (Director) | $0 | $0 |
| Buzz Schmidt (Chairman) | $0 | $0 |
| William Mc Calpin (Director) | $0 | $0 |
| John Otterlei (Director) | $0 | $0 |
Document Links
990-PF
Filed on Feb. 16, 2022Primary tax return for a private foundation's activities, finances, and governance
View Filing
XML
Fiscal Year Ending Dec.
2019
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$12,544,247
Expenses
$12,759,247
Net Income
-$215,000
Net Assets
$330,535,691
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $6,270,754 | 50.0% |
| Sales of Assets | $6,202,098 | 49.4% |
| Other Income | $71,395 | 0.6% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursem*nts | $11,230,887 | 88.0% |
| Compensation of Officers* | $778,618 | 6.1% |
| * Officer compensation may be included in charitable disbursem*nts, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $332,400,184 | |
| Total Liabilities | $1,864,493 | |
| Net Assets | $330,535,691 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2018
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2017
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2016
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2015
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$9,650,582
Expenses
$11,858,129
Net Income
-$2,207,547
Net Assets
$272,691,970
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $7,497 | 0.1% |
| Dividends | $6,644,633 | 68.9% |
| Sales of Assets | $2,905,952 | 30.1% |
| Other Income | $92,500 | 1.0% |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursem*nts | $10,486,406 | 88.4% |
| Compensation of Officers* | $641,052 | 5.4% |
| * Officer compensation may be included in charitable disbursem*nts, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $273,658,696 | |
| Total Liabilities | $966,726 | |
| Net Assets | $272,691,970 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2014
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$31,473,988
Expenses
$14,766,543
Net Income
$16,707,445
Net Assets
$287,400,854
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $0 | |
| Dividends | $8,596,893 | 27.3% |
| Sales of Assets | $24,313,396 | 77.2% |
| Other Income | -$1,436,301 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursem*nts | $13,240,774 | 89.7% |
| Compensation of Officers* | $686,449 | 4.6% |
| * Officer compensation may be included in charitable disbursem*nts, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $288,711,960 | |
| Total Liabilities | $1,311,106 | |
| Net Assets | $287,400,854 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2013
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$20,586,619
Expenses
$10,091,047
Net Income
$10,495,572
Net Assets
$289,920,118
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $7,989 | 0.0% |
| Dividends | $6,301,414 | 30.6% |
| Sales of Assets | $14,478,891 | 70.3% |
| Other Income | -$201,675 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursem*nts | $9,719,629 | 96.3% |
| Compensation of Officers* | $637,420 | 6.3% |
| * Officer compensation may be included in charitable disbursem*nts, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $291,570,556 | |
| Total Liabilities | $1,650,438 | |
| Net Assets | $289,920,118 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2012
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
$15,706,226
Expenses
$9,343,194
Net Income
$6,363,032
Net Assets
$257,856,449
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $6,710 | 0.0% |
| Dividends | $7,036,218 | 44.8% |
| Sales of Assets | $8,767,048 | 55.8% |
| Other Income | -$103,750 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursem*nts | $7,229,664 | 77.4% |
| Compensation of Officers* | $635,000 | 6.8% |
| * Officer compensation may be included in charitable disbursem*nts, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $260,548,040 | |
| Total Liabilities | $2,691,591 | |
| Net Assets | $257,856,449 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2011
Extracted Financial Data
Extracted Financial Data from Form 990-PF
Revenue
-$1,566,409
Expenses
$9,595,623
Net Income
-$11,162,032
Net Assets
$238,835,869
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions Received | $0 | |
| Interest Revenue | $8,798 | |
| Dividends | $6,922,884 | |
| Sales of Assets | $2,445,985 | |
| Other Income | -$10,944,076 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Charitable Disbursem*nts | $10,368,337 | > 100% |
| Compensation of Officers* | $522,700 | 5.4% |
| * Officer compensation may be included in charitable disbursem*nts, so Percent of Total Expenses may add up to greater than 100%. | ||
| Assets/Debt | ||
|---|---|---|
| Total Assets | $240,497,151 | |
| Total Liabilities | $1,661,282 | |
| Net Assets | $238,835,869 |
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2010
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2009
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2008
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2007
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2006
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2005
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2004
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2003
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
PDF (2 of 2)
Fiscal Year Ending Dec.
2002
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
Fiscal Year Ending Dec.
2001
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990-PF
Primary tax return for a private foundation's activities, finances, and governance
About This Data
Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.
The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.
In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.
We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.
Which Organizations Are Here?
Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."
Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.
Types of Nonprofits
There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »
Get the Data
For those interested in acquiring the original data from the source, here’s where our data comes from:
- Raw filing data. Includes EINs and summary financials as structured data.
- Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
- Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
- Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
- Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.
API
The data powering this website is available programmatically, via an API. Read the API documentation »
Byline
By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.
E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.
Updated
