Civic Intelligence

New Haven Foundation

Plan context: Tax Deferred Annuity Plan of New Haven Foundation

EIN 06-6032106 • New Haven, CT • 68 filings • 16 plans

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70 Audubon StNew Haven, CT 06510-1248
Current Snapshot

Latest Year

2024

2024 Participants

62

2024 Assets

$11,313,333

2024 Contributions

$5,005,684

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$12,938,262$6,469,131$0200020132024YearValue
$11,313,333Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

65330200020122024YearValue
62Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024262$11,313,333$5,005,684$80,737iApproximate average salary by contribution assumption: employee only about $2,018,421 at 4% or $1,345,614 at 6%; with 50% employer match about $1,345,614 at 4% or $897,076 at 6%; with 100% employer match about $1,009,210 at 4% or $672,807 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-62$11,313,333$5,005,684$80,737iApproximate average salary by contribution assumption: employee only about $2,018,421 at 4% or $1,345,614 at 6%; with 50% employer match about $1,345,614 at 4% or $897,076 at 6%; with 100% employer match about $1,009,210 at 4% or $672,807 at 6%.
The Community Foundation for Greater New Haven Tax Sheltered Annuity Plan-0$0--
2023265$12,248,907$859,183$13,218iApproximate average salary by contribution assumption: employee only about $330,455 at 4% or $220,303 at 6%; with 50% employer match about $220,303 at 4% or $146,869 at 6%; with 100% employer match about $165,228 at 4% or $110,152 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-65$8,084,264$482,056$7,416iApproximate average salary by contribution assumption: employee only about $185,406 at 4% or $123,604 at 6%; with 50% employer match about $123,604 at 4% or $82,403 at 6%; with 100% employer match about $92,703 at 4% or $61,802 at 6%.
The Community Foundation for Greater New Haven Tax Sheltered Annuity Plan-39$4,164,643$377,127$9,670iApproximate average salary by contribution assumption: employee only about $241,748 at 4% or $161,165 at 6%; with 50% employer match about $161,165 at 4% or $107,444 at 6%; with 100% employer match about $120,874 at 4% or $80,583 at 6%.
2022248$9,918,680$823,322$17,153iApproximate average salary by contribution assumption: employee only about $428,814 at 4% or $285,876 at 6%; with 50% employer match about $285,876 at 4% or $190,584 at 6%; with 100% employer match about $214,407 at 4% or $142,938 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-48$6,652,265$443,442$9,238iApproximate average salary by contribution assumption: employee only about $230,959 at 4% or $153,973 at 6%; with 50% employer match about $153,973 at 4% or $102,649 at 6%; with 100% employer match about $115,480 at 4% or $76,986 at 6%.
The Community Foundation for Greater New Haven Tax Sheltered Annuity Plan-37$3,266,415$379,880$10,267iApproximate average salary by contribution assumption: employee only about $256,676 at 4% or $171,117 at 6%; with 50% employer match about $171,117 at 4% or $114,078 at 6%; with 100% employer match about $128,338 at 4% or $85,559 at 6%.
2021259$12,938,262$705,436$11,957iApproximate average salary by contribution assumption: employee only about $298,914 at 4% or $199,276 at 6%; with 50% employer match about $199,276 at 4% or $132,850 at 6%; with 100% employer match about $149,457 at 4% or $99,638 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-59$8,866,031$402,921$6,829iApproximate average salary by contribution assumption: employee only about $170,729 at 4% or $113,819 at 6%; with 50% employer match about $113,819 at 4% or $75,880 at 6%; with 100% employer match about $85,365 at 4% or $56,910 at 6%.
The Community Foundation for Greater New Haven Tax Sheltered Annuity Plan-36$4,072,231$302,515$8,403iApproximate average salary by contribution assumption: employee only about $210,080 at 4% or $140,053 at 6%; with 50% employer match about $140,053 at 4% or $93,369 at 6%; with 100% employer match about $105,040 at 4% or $70,027 at 6%.
2020244$10,990,280$654,530$14,876iApproximate average salary by contribution assumption: employee only about $371,892 at 4% or $247,928 at 6%; with 50% employer match about $247,928 at 4% or $165,285 at 6%; with 100% employer match about $185,946 at 4% or $123,964 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-44$7,630,805$389,428$8,851iApproximate average salary by contribution assumption: employee only about $221,266 at 4% or $147,511 at 6%; with 50% employer match about $147,511 at 4% or $98,340 at 6%; with 100% employer match about $110,633 at 4% or $73,755 at 6%.
The Community Foundation for Greater New Haven Tax Sheltered Annuity Plan-34$3,359,475$265,102$7,797iApproximate average salary by contribution assumption: employee only about $194,928 at 4% or $129,952 at 6%; with 50% employer match about $129,952 at 4% or $86,635 at 6%; with 100% employer match about $97,464 at 4% or $64,976 at 6%.
2019255$8,750,135$690,097$12,547iApproximate average salary by contribution assumption: employee only about $313,680 at 4% or $209,120 at 6%; with 50% employer match about $209,120 at 4% or $139,414 at 6%; with 100% employer match about $156,840 at 4% or $104,560 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-55$6,178,922$395,395$7,189iApproximate average salary by contribution assumption: employee only about $179,725 at 4% or $119,817 at 6%; with 50% employer match about $119,817 at 4% or $79,878 at 6%; with 100% employer match about $89,863 at 4% or $59,908 at 6%.
The Community Foundation for Greater New Haven Tax Sheltered Annuity Plan-35$2,571,213$294,702$8,420iApproximate average salary by contribution assumption: employee only about $210,501 at 4% or $140,334 at 6%; with 50% employer match about $140,334 at 4% or $93,556 at 6%; with 100% employer match about $105,251 at 4% or $70,167 at 6%.
2018240$7,179,451$591,765$14,794iApproximate average salary by contribution assumption: employee only about $369,853 at 4% or $246,569 at 6%; with 50% employer match about $246,569 at 4% or $164,379 at 6%; with 100% employer match about $184,927 at 4% or $123,284 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-40$5,207,672$324,525$8,113iApproximate average salary by contribution assumption: employee only about $202,828 at 4% or $135,219 at 6%; with 50% employer match about $135,219 at 4% or $90,146 at 6%; with 100% employer match about $101,414 at 4% or $67,609 at 6%.
The Community Foundation for Greater New Haven Tax Sheltered Annuity Plan-32$1,971,779$267,240$8,351iApproximate average salary by contribution assumption: employee only about $208,781 at 4% or $139,188 at 6%; with 50% employer match about $139,188 at 4% or $92,792 at 6%; with 100% employer match about $104,391 at 4% or $69,594 at 6%.
2017240$7,165,524$565,598$14,140iApproximate average salary by contribution assumption: employee only about $353,499 at 4% or $235,666 at 6%; with 50% employer match about $235,666 at 4% or $157,111 at 6%; with 100% employer match about $176,749 at 4% or $117,833 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-40$5,247,847$288,216$7,205iApproximate average salary by contribution assumption: employee only about $180,135 at 4% or $120,090 at 6%; with 50% employer match about $120,090 at 4% or $80,060 at 6%; with 100% employer match about $90,068 at 4% or $60,045 at 6%.
The Community Foundation for Greater New Haven Tax Sheltered Annuity Plan-33$1,917,677$277,382$8,406iApproximate average salary by contribution assumption: employee only about $210,138 at 4% or $140,092 at 6%; with 50% employer match about $140,092 at 4% or $93,395 at 6%; with 100% employer match about $105,069 at 4% or $70,046 at 6%.
2016234$5,814,684$413,913$12,174iApproximate average salary by contribution assumption: employee only about $304,348 at 4% or $202,899 at 6%; with 50% employer match about $202,899 at 4% or $135,266 at 6%; with 100% employer match about $152,174 at 4% or $101,449 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-34$4,429,438$280,962$8,264iApproximate average salary by contribution assumption: employee only about $206,590 at 4% or $137,726 at 6%; with 50% employer match about $137,726 at 4% or $91,818 at 6%; with 100% employer match about $103,295 at 4% or $68,863 at 6%.
The Community Foundation for Greater New Haven Tax Sheltered Annuity Plan-27$1,385,246$132,951$4,924iApproximate average salary by contribution assumption: employee only about $123,103 at 4% or $82,069 at 6%; with 50% employer match about $82,069 at 4% or $54,712 at 6%; with 100% employer match about $61,551 at 4% or $41,034 at 6%.
2015241$5,194,123$420,315$10,252iApproximate average salary by contribution assumption: employee only about $256,290 at 4% or $170,860 at 6%; with 50% employer match about $170,860 at 4% or $113,907 at 6%; with 100% employer match about $128,145 at 4% or $85,430 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-41$3,995,076$260,574$6,355iApproximate average salary by contribution assumption: employee only about $158,887 at 4% or $105,924 at 6%; with 50% employer match about $105,924 at 4% or $70,616 at 6%; with 100% employer match about $79,443 at 4% or $52,962 at 6%.
The Community Foundation for Greater New Haven Tax Sheltered Annuity Plan-26$1,199,047$159,741$6,144iApproximate average salary by contribution assumption: employee only about $153,597 at 4% or $102,398 at 6%; with 50% employer match about $102,398 at 4% or $68,265 at 6%; with 100% employer match about $76,799 at 4% or $51,199 at 6%.
2014240$5,044,821$367,700$9,193iApproximate average salary by contribution assumption: employee only about $229,813 at 4% or $153,208 at 6%; with 50% employer match about $153,208 at 4% or $102,139 at 6%; with 100% employer match about $114,906 at 4% or $76,604 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-40$3,921,243$253,565$6,339iApproximate average salary by contribution assumption: employee only about $158,478 at 4% or $105,652 at 6%; with 50% employer match about $105,652 at 4% or $70,435 at 6%; with 100% employer match about $79,239 at 4% or $52,826 at 6%.
The Community Foundation for Greater New Haven Tax Sheltered Annuity Plan-20$1,123,578$114,135$5,707iApproximate average salary by contribution assumption: employee only about $142,669 at 4% or $95,113 at 6%; with 50% employer match about $95,113 at 4% or $63,408 at 6%; with 100% employer match about $71,334 at 4% or $47,556 at 6%.
2013237$4,520,815$555,198$15,005iApproximate average salary by contribution assumption: employee only about $375,134 at 4% or $250,089 at 6%; with 50% employer match about $250,089 at 4% or $166,726 at 6%; with 100% employer match about $187,567 at 4% or $125,045 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-37$3,538,086$258,863$6,996iApproximate average salary by contribution assumption: employee only about $174,907 at 4% or $116,605 at 6%; with 50% employer match about $116,605 at 4% or $77,737 at 6%; with 100% employer match about $87,454 at 4% or $58,302 at 6%.
The Community Foundation for Greater New Haven Tax Sheltered Annuity Plan-21$982,729$296,335$14,111iApproximate average salary by contribution assumption: employee only about $352,780 at 4% or $235,187 at 6%; with 50% employer match about $235,187 at 4% or $156,791 at 6%; with 100% employer match about $176,390 at 4% or $117,593 at 6%.
2012234$3,390,461$299,211$8,800iApproximate average salary by contribution assumption: employee only about $220,008 at 4% or $146,672 at 6%; with 50% employer match about $146,672 at 4% or $97,781 at 6%; with 100% employer match about $110,004 at 4% or $73,336 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-34$2,816,812$216,187$6,358iApproximate average salary by contribution assumption: employee only about $158,961 at 4% or $105,974 at 6%; with 50% employer match about $105,974 at 4% or $70,649 at 6%; with 100% employer match about $79,481 at 4% or $52,987 at 6%.
The Community Foundation for Greater New Haven Tax Sheltered Annuity Plan-22$573,649$83,024$3,774iApproximate average salary by contribution assumption: employee only about $94,345 at 4% or $62,897 at 6%; with 50% employer match about $62,897 at 4% or $41,931 at 6%; with 100% employer match about $47,173 at 4% or $31,448 at 6%.
2011235$2,974,028$275,786$7,880iApproximate average salary by contribution assumption: employee only about $196,990 at 4% or $131,327 at 6%; with 50% employer match about $131,327 at 4% or $87,551 at 6%; with 100% employer match about $98,495 at 4% or $65,663 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-35$2,535,445$199,928$5,712iApproximate average salary by contribution assumption: employee only about $142,806 at 4% or $95,204 at 6%; with 50% employer match about $95,204 at 4% or $63,469 at 6%; with 100% employer match about $71,403 at 4% or $47,602 at 6%.
The Community Foundation for Greater New Haven Tax Sheltered Annuity Plan-21$438,583$75,858$3,612iApproximate average salary by contribution assumption: employee only about $90,307 at 4% or $60,205 at 6%; with 50% employer match about $60,205 at 4% or $40,137 at 6%; with 100% employer match about $45,154 at 4% or $30,102 at 6%.
2010327$2,840,032$244,366$9,051iApproximate average salary by contribution assumption: employee only about $226,265 at 4% or $150,843 at 6%; with 50% employer match about $150,843 at 4% or $100,562 at 6%; with 100% employer match about $113,132 at 4% or $75,422 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-27$2,466,559$178,980$6,629iApproximate average salary by contribution assumption: employee only about $165,722 at 4% or $110,481 at 6%; with 50% employer match about $110,481 at 4% or $73,654 at 6%; with 100% employer match about $82,861 at 4% or $55,241 at 6%.
The Community Foundation for Greater New Haven Tax Sheltered Annuity Plan-19$373,473$65,386$3,441iApproximate average salary by contribution assumption: employee only about $86,034 at 4% or $57,356 at 6%; with 50% employer match about $57,356 at 4% or $38,237 at 6%; with 100% employer match about $43,017 at 4% or $28,678 at 6%.
Tax Deferred Annuity Plan for the New Haven Foundation-----
2009230$2,569,451$142,085$4,736iApproximate average salary by contribution assumption: employee only about $118,404 at 4% or $78,936 at 6%; with 50% employer match about $78,936 at 4% or $52,624 at 6%; with 100% employer match about $59,202 at 4% or $39,468 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-30$2,283,527$95,585$3,186iApproximate average salary by contribution assumption: employee only about $79,654 at 4% or $53,103 at 6%; with 50% employer match about $53,103 at 4% or $35,402 at 6%; with 100% employer match about $39,827 at 4% or $26,551 at 6%.
The Community Foundation for Greater New Haven Tax Sheltered Annuity Plan-18$285,924$46,500$2,583iApproximate average salary by contribution assumption: employee only about $64,583 at 4% or $43,056 at 6%; with 50% employer match about $43,056 at 4% or $28,704 at 6%; with 100% employer match about $32,292 at 4% or $21,528 at 6%.
2008328$1,894,563$212,056$7,573iApproximate average salary by contribution assumption: employee only about $189,336 at 4% or $126,224 at 6%; with 50% employer match about $126,224 at 4% or $84,149 at 6%; with 100% employer match about $94,668 at 4% or $63,112 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-28$1,894,563$212,056$7,573iApproximate average salary by contribution assumption: employee only about $189,336 at 4% or $126,224 at 6%; with 50% employer match about $126,224 at 4% or $84,149 at 6%; with 100% employer match about $94,668 at 4% or $63,112 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-0---
The Community Foundation for Greater New Haven Tax Sheltered Annuity Plan-0---
2007328$0$0-
Tax Deferred Annuity Plan of New Haven Foundation-28---
TAX DEFERRED ANNUITY PLAN OF THE COMMUNITY FOUNDATION OF GREATER NEW HAVEN-0---
The Community Foundation for Greater New Haven Tax Sheltered Annuity Plan-0---
2006333$2,104,877$211,231$6,401iApproximate average salary by contribution assumption: employee only about $160,023 at 4% or $106,682 at 6%; with 50% employer match about $106,682 at 4% or $71,122 at 6%; with 100% employer match about $80,012 at 4% or $53,341 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-33$2,104,877$211,231$6,401iApproximate average salary by contribution assumption: employee only about $160,023 at 4% or $106,682 at 6%; with 50% employer match about $106,682 at 4% or $71,122 at 6%; with 100% employer match about $80,012 at 4% or $53,341 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-0---
The Community Foundation for Greater New Haven Tax Sheltered Annuity Plan-0---
2005438$1,896,676$215,508$5,671iApproximate average salary by contribution assumption: employee only about $141,782 at 4% or $94,521 at 6%; with 50% employer match about $94,521 at 4% or $63,014 at 6%; with 100% employer match about $70,891 at 4% or $47,261 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-38$1,896,676$215,508$5,671iApproximate average salary by contribution assumption: employee only about $141,782 at 4% or $94,521 at 6%; with 50% employer match about $94,521 at 4% or $63,014 at 6%; with 100% employer match about $70,891 at 4% or $47,261 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-0---
Tax Deferred Annuity Plan for the New Haven Foundation-0---
The Community Foundation for Greater New Haven Tax Sheltered Annuity Plan-0---
2004436$1,830,229$200,745$5,576iApproximate average salary by contribution assumption: employee only about $139,406 at 4% or $92,938 at 6%; with 50% employer match about $92,938 at 4% or $61,958 at 6%; with 100% employer match about $69,703 at 4% or $46,469 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-36$1,830,229$200,745$5,576iApproximate average salary by contribution assumption: employee only about $139,406 at 4% or $92,938 at 6%; with 50% employer match about $92,938 at 4% or $61,958 at 6%; with 100% employer match about $69,703 at 4% or $46,469 at 6%.
Tax Deferred Annuity Plan for the New Haven Foundation-0---
Tax Deferred Annuity Plan of New Haven Foundation-0---
The Community Foundation for Greater New Haven Tax Sheltered Annuity Plan-0---
2003432$1,542,710$162,389$5,075iApproximate average salary by contribution assumption: employee only about $126,866 at 4% or $84,578 at 6%; with 50% employer match about $84,578 at 4% or $56,385 at 6%; with 100% employer match about $63,433 at 4% or $42,289 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-32$1,542,710$162,389$5,075iApproximate average salary by contribution assumption: employee only about $126,866 at 4% or $84,578 at 6%; with 50% employer match about $84,578 at 4% or $56,385 at 6%; with 100% employer match about $63,433 at 4% or $42,289 at 6%.
The Community Foundation for Greater New Haven Tax Sheltered Annuity Plan-0---
Tax Deferred Annuity Plan for the New Haven Foundation-0---
TAX DEFERRED ANNUITY PLAN OF THE COMMUNITY FOUNDATION OF GREATER NEW HAVEN-0---
2002429$1,246,965$169,243$5,836iApproximate average salary by contribution assumption: employee only about $145,899 at 4% or $97,266 at 6%; with 50% employer match about $97,266 at 4% or $64,844 at 6%; with 100% employer match about $72,950 at 4% or $48,633 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-29$1,246,965$169,243$5,836iApproximate average salary by contribution assumption: employee only about $145,899 at 4% or $97,266 at 6%; with 50% employer match about $97,266 at 4% or $64,844 at 6%; with 100% employer match about $72,950 at 4% or $48,633 at 6%.
The Community Foundation for Greater New Haven Tax Sheltered Annuity Plan-0---
Tax Deferred Annuity Plan of New Haven Foundation-0---
Tax Deferred Annuity Plan for the New Haven Foundation-0---
2001428$0$0-
Tax Deferred Annuity Plan for the New Haven Foundation-0---
The Community Foundation for Greater New Haven Tax Sheltered Annuity Plan-0---
Tax Deferred Annuity Plan of New Haven Foundation-0---
Tax Deferred Annuity Plan of New Haven Foundation-28---
2000427$1,153,230$121,346$4,494iApproximate average salary by contribution assumption: employee only about $112,357 at 4% or $74,905 at 6%; with 50% employer match about $74,905 at 4% or $49,937 at 6%; with 100% employer match about $56,179 at 4% or $37,452 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-27$1,153,230$121,346$4,494iApproximate average salary by contribution assumption: employee only about $112,357 at 4% or $74,905 at 6%; with 50% employer match about $74,905 at 4% or $49,937 at 6%; with 100% employer match about $56,179 at 4% or $37,452 at 6%.
Tax Deferred Annuity Plan of New Haven Foundation-0---
Tax Deferred Annuity Plan for the New Haven Foundation-0---
The Community Foundation for Greater New Haven Tax Sheltered Annuity Plan-0---
199920$0$0-
Tax Deferred Annuity Plan for the New Haven Foundation-0---
Tax Deferred Annuity Plan of New Haven Foundation-0---