Civic Intelligence

Community Foundation of Middlesex County Inc.

990 • Fiscal year 2023 • EIN 06-1477711

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 27, 2024

49 Main StreetMiddletown, CT 06457

(860) 347-0025

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.05x

Higher debt load relative to assets than 25% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.52x

Higher debt load relative to revenue than 63% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

26th percentile

$169,546

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 5.2% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

67th percentile

13%

Faster asset growth than 67% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-9.8%

Faster revenue growth than 23% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Assets

Up

$36,379,574

Up $4,082,042 (+13%) from 2022

Net Assets

Up

$34,689,394

Up $3,930,694 (+13%) from 2022

Liabilities

Up

$1,690,180

Up $151,348 (+9.8%) from 2022

Revenue

Down

$3,250,849

Down $352,456 (-9.8%) from 2022

Expenses

Up

$2,706,836

Up $152,426 (+6.0%) from 2022

Net Income

Down

$544,013

Down $504,882 (-48%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2011: $7,213,385Liabilities 2011: $713,012Net Assets 2011: $6,500,3732011Assets 2012: $9,679,802Liabilities 2012: $782,717Net Assets 2012: $8,897,0852012Assets 2013: $11,739,436Liabilities 2013: $942,985Net Assets 2013: $10,796,4512013Assets 2014: $12,327,608Liabilities 2014: $1,092,794Net Assets 2014: $11,234,8142014Assets 2015: $12,188,269Liabilities 2015: $1,186,259Net Assets 2015: $11,002,0102015Assets 2016: $13,206,725Liabilities 2016: $1,581,493Net Assets 2016: $11,625,2322016Assets 2017: $20,626,471Liabilities 2017: $1,630,303Net Assets 2017: $18,996,1682017Assets 2018: $24,377,572Liabilities 2018: $1,627,562Net Assets 2018: $22,750,0102018Assets 2019: $29,376,511Liabilities 2019: $1,720,292Net Assets 2019: $27,656,2192019Assets 2020: $32,345,274Liabilities 2020: $1,779,081Net Assets 2020: $30,566,1932020Assets 2021: $36,935,476Liabilities 2021: $2,143,617Net Assets 2021: $34,791,8592021Assets 2022: $32,297,532Liabilities 2022: $1,538,832Net Assets 2022: $30,758,7002022Assets 2023: $36,379,574Liabilities 2023: $1,690,180Net Assets 2023: $34,689,3942023Assets 2024: $41,329,266Liabilities 2024: $1,934,452Net Assets 2024: $39,394,8142024

Highlighted filing

2023

Assets$36,379,574
Liabilities$1,690,180
Net Assets$34,689,394

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0Expenses 2011: $809,4562011Revenue 2012: $3,017,196Expenses 2012: $1,057,579Net Income 2012: $1,959,6172012Revenue 2013: $2,038,582Expenses 2013: $1,061,635Net Income 2013: $976,9472013Revenue 2014: $1,290,175Expenses 2014: $1,166,148Net Income 2014: $124,0272014Revenue 2015: $1,496,863Expenses 2015: $1,262,213Net Income 2015: $234,6502015Revenue 2016: $1,447,655Expenses 2016: $1,261,875Net Income 2016: $185,7802016Revenue 2017: $7,579,508Expenses 2017: $1,300,432Net Income 2017: $6,279,0762017Revenue 2018: $9,731,371Expenses 2018: $1,309,025Net Income 2018: $8,422,3462018Revenue 2019: $2,215,465Expenses 2019: $1,453,058Net Income 2019: $762,4072019Revenue 2020: $2,333,970Expenses 2020: $1,520,276Net Income 2020: $813,6942020Revenue 2021: $4,146,421Expenses 2021: $1,823,932Net Income 2021: $2,322,4892021Revenue 2022: $3,603,305Expenses 2022: $2,554,410Net Income 2022: $1,048,8952022Revenue 2023: $3,250,849Expenses 2023: $2,706,836Net Income 2023: $544,0132023Revenue 2024: $5,509,304Expenses 2024: $3,030,787Net Income 2024: $2,478,5172024

Highlighted filing

2023

Revenue$3,250,849
Expenses$2,706,836
Net Income$544,013
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 27, 2024
Return Version
2023v5.0
Gross Receipts
$5,680,727
Mission and Program Overview

Mission

To assist and promote the well being of the inhabitants of middlesex county and its vicinity by among other activities, engaging in charitable activities and extending financial aid through grants, contributions or other aid or assistance.

To assist and promote the well being of the inhabitants of middlesex county and its vicinity by, among other activities, engaging in charitable activities and extending financial aid through grants, contributions, or other aid or assistance. Our background and work: the community foundation idea is simple one: anyone can be a philanthropist; anyone may use it to give back to the community. The community foundation of middlesex county represents local people, giving locally to make an impact on the lives of others - not just for today, but forever. The community foundation of middlesex county is unique. It began as a grass roots effort with multiple donations from countless caring donors. That tradition continues today as friends, neighbors, businesses, and organizations continue to work together, pooling their gifts, to make a positive impact in our community through the community foundation. Since 1997, generous individuals, companies, institutions, organizations, and businesses have

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$29,427,124$33,339,075▲ $3,911,951
Cash and Non-Interest-Bearing Accounts$1,828,071$1,924,086▲ $96,015
Land, Buildings, and Equipment, Net$531,237$543,566▲ $12,329
Pledges and Grants Receivable$44,395$45,358▲ $963
Prepaid Expenses and Deferred Charges$26,618$18,329▼ $8,289
Total Assets$32,297,532$36,379,574▲ $4,082,042
Other Assets Total$440,087$509,160▲ $69,073
Liabilities
Other Liabilities$1,029,548$1,177,688▲ $148,140
Grants Payable$250,443$266,288▲ $15,845
Accounts Payable and Accrued Expenses$258,841$246,204▼ $12,637
Total Liabilities$1,538,832$1,690,180▲ $151,348
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$27,392,713$31,108,363▲ $3,715,650
Net Assets With Donor Restrictions$3,365,987$3,581,031▲ $215,044
Total Net Assets Fund Balance$30,758,700$34,689,394▲ $3,930,694
Total Liabilities and Net Assets / Fund Balance$32,297,532$36,379,574▲ $4,082,042

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$301,218$68,782$370,000
Leasehold Improvements$181,873$45,209$227,082
Land$50,000-$50,000
Equipment$10,475$28,483$38,958

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$25,026,472$455,196▲ $3,883,731-$28,197,849
2022$29,579,977$352,372▼ $3,879,966-$25,026,472
2021$26,522,590$468,003▲ $3,764,637-$29,597,977
2020$24,100,375$367,287▲ $2,878,022-$26,522,590
2019$19,759,945$1,027,773▲ $4,076,008-$24,100,375
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Cynthia CleggPresident &FT$169,546$169,546
Cynthia CleggPresident & CEO-$169,546$169,546

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,289,597
Program Service Revenue
$0
Investment Income
$938,249
Other Revenue
$23,003
All Other Contributions
$2,249,862
Change in Net Assets
$544,013

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded10$314,372Fair Market Value
Total Noncash Contributions10$314,372-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,197,747
Revenue Not Reported on Financial Statements
$53,102
Revenue Not Reported on Form 990
$3,397,683
Total Revenue per Audited Statements
$6,595,430
Total Revenue per Form 990
$3,250,849
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,822,867
Salaries, Compensation, and Employee Benefits$540,678
Other Expenses$343,291
Total Fundraising Expense$199,416
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,822,867--$1,822,867
Other Salaries and Wages$100,748$119,016$69,364$289,128
Current Officers, Directors, Trustees, and Key Employees$59,079$69,792$40,675$169,546
Fees for Service Investment Mgmnt Fees$20,909$29,538$18,869$69,316
Office Expenses$21,246$30,015$2,700$53,961
Other Employee Benefits$17,708$24,772$4,359$46,839
Payroll Taxes$13,846$7,702$13,617$35,165
Advertising$17,287$7,163$644$25,094
Depreciation Depletion$14,025$10,155-$24,180
Fees for Services Accounting$7,576$10,702$962$19,240
Insurance$5,532$7,815$704$14,051
Occupancy$3,919$5,536$498$9,953
Information Technology$2,940$4,153$373$7,466
Other Expenses$2,399$3,008$44,070$5,407
All Other Expenses$1,009$1,423$128$2,560
Conferences and Meetings$739$933$6$1,678
Travel$31$44$5$80
Total Functional Expenses$2,138,050$369,370$199,416$2,706,836

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,706,836
Total Expenses per Audited Statements$2,664,736
Expenses per Audited Statements$2,653,734
Expenses Not Reported on Financial Statements$53,102
Expenses Not Reported on Form 990$11,002
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Connecticut Foodshare IncWallingford, CT3General Support$106,250
The Nature ConservancyNew Haven, CT-Operational Support$104,573
Madison Community Services IncMadison, CT3Thanksgiving Drive$101,119
Healing Meals Community ProjectBloomfield, CT3Thanksgiving Drive$100,000
House of Bread IncHartford, CT3Thanksgiving Drive$100,000
East Hampton Volunteer Food and FueEast Hampton, CT3Thanksgiving Drive$61,026
St John Roman Catholic ChurchMiddletown, CT-General Support$38,371
Zion Evangelical Lutheran ChurchManchester, CT-General Support$37,588
St John Paul Ii Regional SchoolMiddletown, CT-Educational Assist.$35,371
Bread for Life IncSouthington, CT3Thanksgiving Drive$32,500
Friends of Southington Community SePlantsville, CT3Thanksgiving Drive$32,500
Middletown Rotary ClubMiddletown, CT3General Support$31,854
Gilead Community ServicesMiddletown, CT3General Support$28,986
Old Saybrook Land Trust IncOld Saybrook, CT-Land Purchase$28,000
Cromwell Belden Public LibraryCromwell, CT3General Support$26,008
Middletown Public SchoolsMiddletown, CT3General Support$23,500
Rotary Club of Colchester FoundatioColchester, CT-Thanksgiving Drive$21,415
Connecticut River ConservancyGreenfield, MA3Shoreline Project$18,506
Incarnation CenterIvoryton, CT3Summer Camperships$15,600
Ct Forest & Park AssociationRockfall, CT3General Support$15,150
Clean Water FundWashington, DC3Rtd Program in Schoo$15,000
Deep River Conservation TrustDeep River, CT3Land Purchase$15,000
International Foundation for Cdkl5Wadsworth, OH3Research$15,000
Everyone OutsideDurham, CT3General Support$14,250
Ukrainian Patriot IncSpring, TX-Disaster Relief$12,700
Food Pantry of North Branford IncNorthford, CT3Thanksgiving Drive$11,812
North Haven Congregational ChurchNorth Haven, CT-Thanksgiving Drive$10,484
Essex Rotary Scholarship FoundatioEssex, CT3Education Awards$10,000
Valley Shore YmcaWestbrook, CT-General Support$10,000
Area Congregations TogetherShelton, CT3Thanksgiving Drive$8,871
St Vincent De Paul of the ValleyEast Haven, CT-Thanksgiving Drive$8,871
Ivoryton Playhouse Foundation IncIvoryton, CT3General Support$8,350
West Hartford Social ServicesWest Hartford, CT-Thanksgiving Drive$7,500
Big Brothers Big Sisters ofBridgeport, CT3Mentoring$6,717
Ukranians of ColoradoDenver, CO-Support Fire Dept$6,410
Cystic Fibrosis FoundationMiddletown, CT3General Support$6,250
Kingswood-oxford SchoolWest Hartford, CT3Ryan Gordon Memorial$6,250
United Way of Greater WaterburyWaterbury, CT-Thanksgiving Drive$6,250
Bielefield SchoolMiddletown, CT3General Support$6,000
Ecumenical Food Bank IncNaugatuck, CT3Thanksgiving Drive$5,634
Mhs Blue DragonsMiddletown, CT3Wrestling Program$5,287
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,965
Fundraising Direct Expenses$6,902
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
River Cruise$48,700$8,965$6,902$2,063
Total Events$48,700$8,965$6,902$2,063
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds$1,177,688
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

Members are elected and approved by the board of directors

Form 990, Page 6, Part VI, Line 7B

Decisions are subject to approval by the board of directors.

Form 990, Page 6, Part VI, Line 11B

The form 990 is available to the audit, finance and investment committees, as well as the board of directors, for review prior to filing.

Form 990, Page 6, Part VI, Line 12C

The foundation regularly monitors and enforces the conflict of interest policy.

Form 990, Page 6, Part VI, Line 15A

Compensation is independently reviewed and approved

Form 990, Page 6, Part VI, Line 15B

NOT APPLICABLE

Form 990, Page 6, Part VI, Line 19

Documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Community Foundation of
EIN
06-1477711
Phone
8603470025
Address
49 MAIN STREET, MIDDLETOWN, CT 06457

Signing Officer

Name
Cynthia Clegg
Title
President & CEO
Phone
8603470025
Signed
2024-06-27

Organization Details

Principal Officer
Cynthia Clegg
Formed
1997
Legal Domicile
Ct
Voting Board Members
25
Independent Board Members
24
Employees
5
Volunteers
134

Preparer

Firm
Mahoney Sabol & Company Llp
Address
180 GLASTONBURY BLVD STE 400, GLASTONBURY, CT 06033-4439
Preparer
Kenneth a Kron CPA
Phone
8605412000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To assist and promote the well being of the inhabitants of middlesex county and its vicinity by, among other activities, engaging in charitable activities and extending financial aid through grants, contributions, or other aid or assistance. Our background and work: the community foundation idea is simple one: anyone can be a philanthropist; anyone may use it to give back to the community. The community foundation of middlesex county represents local people, giving locally to make an impact on the lives of others - not just for today, but forever. The community foundation of middlesex county is unique. It began as a grass roots effort with multiple donations from countless caring donors. That tradition continues today as friends, neighbors, businesses, and organizations continue to work together, pooling their gifts, to make a positive impact in our community through the community foundation. Since 1997, generous individuals, companies, institutions, organizations, and businesses have established funds at the community foundation in order to invest in the future of our region. We leverage every gift, no matter the size, to improve the arts; cultural and heritage programs; educational activities; environmental conditions; health and human services, and so much more. As a community resource: the community foundation of middlesex county is a community resource. Our mission is to enrich the quality of life for everyone today - and forever. We are committed to serving three primary constituencies: donors - as a partner for giving and as a resource for information about local needs. This is accomplished through funds established to support the community, by partnering and collaborating on initiatives designed to positively impact our region, and as well as a by providing resources to aid and support individuals and businesses in developing their charitable goals and visions for the benefit of all. Charitable organizations - as a source of grants and technical assistance, and as a guardian of nonprofit endowments. Through various types of funds, we work to ensure our local nonprofits have access to the necessary funding to provide a broad range of services and programs to the community. Furthermore, through our nonprofit resource center, we offer access to free and low-cost workshops, one-on-one consulting with our knowledgeable staff; and networking opportunities with local and national experts. The community at large - as a force committed to helping our communities thrive over the long term. The community foundation has earned a reputation as a convener - with the ability to bring together different constituents to address critical issues facing the community. The community foundation of middlesex county works with the community on all aspects that make our community a great place to live, work, and play. Our interests are the community's interests, including animal welfare, arts and culture, health and social services, education, history, the environment, civic improvements, recreation, and economic security and opportunity. The community foundation of middlesex county was the fourth foundation in connecticut to gain compliance with the council on foundations' national standards for u.s. Community foundations, a rigorous review of standards in areas including governance, stewardship, donor relations, grant making and communications.

Form 990, Part XI, Line 9

Fundraising expenses reported net of revenue 6,902 fundraising expenses reported net of revenues -6,902

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Fundraising expenses reported net of revenue 6,902

Schedule D, Page 4, Part XII, Line 2D

Fundraising expenses reported net of revenues 6,902

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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt183.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt192.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt202.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt212.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt223.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt234.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/PersonNm0CYNTHIA CLEGG
IRS990/Form990PartVIISectionAGrp/PersonNm1BRIAN ABELY
IRS990/Form990PartVIISectionAGrp/PersonNm2LAURA COLEBANK
IRS990/Form990PartVIISectionAGrp/PersonNm3CLIODHNA COLES
IRS990/Form990PartVIISectionAGrp/PersonNm4THOMAS GEZO
IRS990/Form990PartVIISectionAGrp/PersonNm5ANDREW Y TANAKA
IRS990/Form990PartVIISectionAGrp/PersonNm6RUTH M ROSSI
IRS990/Form990PartVIISectionAGrp/PersonNm7SUSAN MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm8ANDRE MCMILLIAN
IRS990/Form990PartVIISectionAGrp/PersonNm9MAURICIO SALGAR
IRS990/Form990PartVIISectionAGrp/PersonNm10SUSAN SAWCHUK
IRS990/Form990PartVIISectionAGrp/PersonNm11JESSICA GRIFFIN SCHEFF
IRS990/Form990PartVIISectionAGrp/PersonNm12JUDITH SCHOONMAKER
IRS990/Form990PartVIISectionAGrp/PersonNm13MEGHAN E WHELEN
IRS990/Form990PartVIISectionAGrp/PersonNm14DEBORAH MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm15KATE WOLTER
IRS990/Form990PartVIISectionAGrp/PersonNm16PAMELA STEELE
IRS990/Form990PartVIISectionAGrp/PersonNm17LARRY MCHUGH
IRS990/Form990PartVIISectionAGrp/PersonNm18MAUREEN WESTBROOK
IRS990/Form990PartVIISectionAGrp/PersonNm19SCOTT NARDOZZI
IRS990/Form990PartVIISectionAGrp/PersonNm20GARY WALLACE
IRS990/Form990PartVIISectionAGrp/PersonNm21THERESA SISTARE
IRS990/Form990PartVIISectionAGrp/PersonNm22TIMOTHY P GEELAN
IRS990/Form990PartVIISectionAGrp/PersonNm23CLINTON D REID
IRS990/Form990PartVIISectionAGrp/PersonNm24MARC LEVIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0169546
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT &
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt21VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt22SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt23CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt24TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt039735
IRS990/FundraisingDirectExpensesAmt06902
IRS990/FundraisingGrossIncomeAmt08965
IRS990/GainOrLossGrp/SecuritiesAmt0160172
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt025
IRS990/GrantAmt01822867
IRS990/GrantsPayableGrp/BOYAmt0250443
IRS990/GrantsPayableGrp/EOYAmt0266288
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01822867
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01822867
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02583148
IRS990/GrossReceiptsAmt05680727
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt024
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0373
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt04153
IRS990/InformationTechnologyGrp/ProgramServicesAmt02940
IRS990/InformationTechnologyGrp/TotalAmt07466
IRS990/InsuranceGrp/FundraisingAmt0704
IRS990/InsuranceGrp/ManagementAndGeneralAmt07815
IRS990/InsuranceGrp/ProgramServicesAmt05532
IRS990/InsuranceGrp/TotalAmt014051
IRS990/InvestmentIncomeGrp/ExclusionAmt0778077
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0778077
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt029427124
IRS990/InvestmentsPubTradedSecGrp/EOYAmt033339075
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0142474
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0531237
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0543566
IRS990/LandBldgEquipCostOrOtherBssAmt0686040
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02422976
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ASSIST AND PROMOTE THE WELL BEING OF THE INHABITANTS OF MIDDLESEX COUNTY AND ITS VICINITY BY, AMONG OTHER ACTIVITIES, ENGAGING IN CHARITABLE ACTIVITIES AND EXTENDING FINANCIAL AID THROUGH GRANTS, CONTRIBUTIONS, OR OTHER AID OR ASSISTANCE. OUR BACKGROUND AND WORK: THE COMMUNITY FOUNDATION IDEA IS SIMPLE ONE: ANYONE CAN BE A PHILANTHROPIST; ANYONE MAY USE IT TO GIVE BACK TO THE COMMUNITY. THE COMMUNITY FOUNDATION OF MIDDLESEX COUNTY REPRESENTS LOCAL PEOPLE, GIVING LOCALLY TO MAKE AN IMPACT ON THE LIVES OF OTHERS - NOT JUST FOR TODAY, BUT FOREVER. THE COMMUNITY FOUNDATION OF MIDDLESEX COUNTY IS UNIQUE. IT BEGAN AS A GRASS ROOTS EFFORT WITH MULTIPLE DONATIONS FROM COUNTLESS CARING DONORS. THAT TRADITION CONTINUES TODAY AS FRIENDS, NEIGHBORS, BUSINESSES, AND ORGANIZATIONS CONTINUE TO WORK TOGETHER, POOLING THEIR GIFTS, TO MAKE A POSITIVE IMPACT IN OUR COMMUNITY THROUGH THE COMMUNITY FOUNDATION. SINCE 1997, GENEROUS INDIVIDUALS, COMPANIES, INSTITUTIONS, ORGANIZATIONS, AND BUSINESSES HAVE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt034689394
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0160172
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0160172
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt02063
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02063
IRS990/NetUnrlzdGainsLossesInvstAmt03386681
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt031108363
IRS990/NoncashContributionsAmt0314372
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IRS990/OccupancyGrp/FundraisingAmt0498
IRS990/OccupancyGrp/ManagementAndGeneralAmt05536
IRS990/OccupancyGrp/ProgramServicesAmt03919
IRS990/OccupancyGrp/TotalAmt09953
IRS990/OfficeExpensesGrp/FundraisingAmt02700
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt030015
IRS990/OfficeExpensesGrp/ProgramServicesAmt021246
IRS990/OfficeExpensesGrp/TotalAmt053961
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt0509160
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04359
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt024772
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt017708
IRS990/OtherEmployeeBenefitsGrp/TotalAmt046839
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc1SPECIAL EVENTS
IRS990/OtherExpensesGrp/Desc2SOFTWARE LICENSE
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt02442
IRS990/OtherExpensesGrp/FundraisingAmt144070
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt027183
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110420
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23008
IRS990/OtherExpensesGrp/ProgramServicesAmt019243
IRS990/OtherExpensesGrp/ProgramServicesAmt16947
IRS990/OtherExpensesGrp/ProgramServicesAmt22399
IRS990/OtherExpensesGrp/TotalAmt048868
IRS990/OtherExpensesGrp/TotalAmt144070
IRS990/OtherExpensesGrp/TotalAmt217367
IRS990/OtherExpensesGrp/TotalAmt35407
IRS990/OtherLiabilitiesGrp/BOYAmt01029548
IRS990/OtherLiabilitiesGrp/EOYAmt01177688
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/Desc0ADMIN FEES AGENCY FUNDS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt020940
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt020940
IRS990/OtherRevenueTotalAmt020940
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt069364
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0119016
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0100748
IRS990/OtherSalariesAndWagesGrp/TotalAmt0289128
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt013617
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07702
IRS990/PayrollTaxesGrp/ProgramServicesAmt013846
IRS990/PayrollTaxesGrp/TotalAmt035165
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt044395
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt045358
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt026618

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.3$1.93$39.4$5.51$3.03$2.48
2023Detailed filing. Detailed filing data is available for this year.$36.4$1.69$34.7$3.25$2.71$0.54
2022Detailed filing. Detailed filing data is available for this year.$32.3$1.54$30.8$3.60$2.55$1.05
2021Detailed filing. Detailed filing data is available for this year.$36.9$2.14$34.8$4.15$1.82$2.32
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$32.3$1.78$30.6$2.33$1.52$0.81
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.4$1.72$27.7$2.22$1.45$0.76
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.4$1.63$22.8$9.73$1.31$8.42
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.6$1.63$19.0$7.58$1.30$6.28
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$1.58$11.6$1.45$1.26$0.19
2015Detailed filing. Detailed filing data is available for this year.$12.2$1.19$11.0$1.50$1.26$0.23
2014Detailed filing. Detailed filing data is available for this year.$12.3$1.09$11.2$1.29$1.17$0.12
2013Detailed filing. Detailed filing data is available for this year.$11.7$0.94$10.8$2.04$1.06$0.98
2012Summary only. Only limited summary data is available for this year.$9.68$0.78$8.90$3.02$1.06$1.96
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.21$0.71$6.50$0.81