Investment Services
Organization Funds
Organization Funds are for nonprofits that wish to have a portion of their charitable assets managed according to a long-term investment model alongside and established for The Community Foundation for Greater New Haven Inc’s (The Corporation) own endowment. A charitable organization can participate in this commingled fund by entering into an investment management agreement, which identifies the nonprofit as the owner of the charitable assets. This is just one of the ways The Community Foundation demonstrates its on-going efforts to strengthen the nonprofit sector in our region.
Nonprofit organizations can have the comfort of knowing that their endowment-like assets are managed according to the industry standards and best practices as prescribed by the Community Foundation National Standards Board, with the added kneowdge that the Corporation is a registered investment adviser under the Connecticut Uniform Securities Act. As a registered investment adviser, The Corporation is regulated by The State of Connecticut’s Department of Banking and adheres to its compliance program.
How It Works
- Your organization makes a revocable transfer of endowment-like assets to The Corporation for investment management purposes.
- Your organization has access to a world-class, commingled investment fund.
- Your organization receives distributions from your Organization Fund that coincide with your needs and in the amount determined by you.
- Your organization has access to fund information through Donor Central for reporting of all transactions, monthly independently-derived investment performance results, and fund market valuation.
- Your organization receives annual audited financial statements and monthly financial reporting electronically.
- Your organization can participate in semi-annual investment performance meetings.
To find out more about starting an Organization Fund, please contact A.F. Drew Alden at 203-777-7061.
As of December 31, 2019. New funds established in 2019 are designated in bold. For new funds established with our partner in philanthropy, the Valley Community Foundation, visit valleyfoundation.org.
Al Hopkins Scholarship Organization Fund
Agency on Aging Fund
Christine Alexander Fund for New Haven Reads
Amity & Woodbridge
Historical Society Fund
Artist Next Door Fund
Arts Council Board- Designated Reserve Fund
Artspace Organization Fund
Birgitta Johnson Campership Fund for Fellowship Place
Bittker Fund for the
New Haven Free Public Library Bovilsky Scholarship Fund
Branford Community Foundation Fund Bridge Family Center Inc. Fund
Bridgeport Rotary Club Foundation Burry Fredrik Foundation Fund
David A. Carlson Lecture Organization Fund
Center for Family Justice Inc. Fund
Central Connecticut Coast YMCA Fund
Cheshire Historical Society Fund
Cheshire Land Trust Inc. — Elizabeth P. Ives Endowment Fund
Children In Placement Endowment Fund
Christian Community Action Inc. Endowment Fund
Civic Orchestra of New Haven Operating Fund
Cold Spring School Fund
Community Foundation of Northwest CT Fund
Connecticut Association of Latinos in Higher Education Endowment Fund
Connecticut Coalition on Aging Fund
Connecticut Mental Health Center Foundation Endowment Fund
Connecticut Women’s Education and Legal Fund Organization
Data Haven Reserve Organization Fund
Phil & Debby Dwyer Central Connecticut Coast YMCA Fund
Bob Eddy Scholarship Fund
Edgerton Park Conservancy Fund
Robert Evans Fund for Long Wharf Theatre
Farmington Canal Rail to Trail Association Fund
First Baptist Church Investment Organization Fund
Fund for Fellowship Place Inc.
Friends of Cheshire Public Library Fund
Garden Club of New Haven Investment Account Administrative Fund
Garden Club of New Haven Investment Account Legacy Fund
Gateway Community College Foundation Fund
Ulysses S. Grant Foundation Fund II Greater Dwight Development Corp. Fund Greater New Haven Community Loan Fund
Greisinger Fund for the New Haven Free Public Library
Bette G. Gruskay Education Fund for the New Haven Symphony Orchestra
Guilford Foundation Fund
Oscar & Irma Hamburger Memorial Endowment Fund
Hart United Organization Fund
Higher Heights Youth Empowerment Programs Fund
Housing Operations Management Enterprises Fund
Immanuel Missionary Baptist Church Fund
Isaiah Fund for the Community Soup Kitchen
Junior League of Greater New Haven Fund
Dr. Chuwan Kim & Family Fund for East Rock
Hesung Chun & Kwang Lim Koh Family Fund
LEAP Endowment Fund
Margaret Leavy Fund for Legal Services
Frank Lobo Memorial Fund
Long Wharf Doris Duke Endowment Fund
Long Wharf Theatre Fund for Artistic Excellence
Lord/Kubler Fund for New Work — Fund B
Lulac Head Start Fund
Marrakech Organization Fund
Merola Endowment Fund, Inc. Organization Fund
Milford Fine Arts Council Trust Fund
Music Haven Inc. Fund
Neighborhood Music School
Board-Designated Fund
Neighborhood Music School
Jon T. Hirschoff Scholarship
Dr. Regina M. Lily Warner Endowment Fund
Neighborhood Music School Endowment Fund
Neighborhood Music School Refugee Endowment Organization Fund
New Haven Chorale Fund
New Haven Free Public Library Fund
New Haven Green Fund
Fund for the New Haven Green Endowment
New Haven Museum and Historical Society Fund
New Haven Museum Acquisition Fund New Haven Public School Foundation Inc. Fund
New Haven Reads Sustainability Organization Fund
New Haven Rotary Charitable Scholarship Trust
New Haven Symphony Orchestra William Boughton Fund for American Music Organization Fund
New Reach Fund
NewAlliance Foundation Fund
NHGF Foundation Organization Fund
NHSO Foundation Inc. Fund
Orange Congregational Church Fund Orchard House Fund
Mary L. Pepe Fund for Long Wharf Theatre
Pierce Fund for the New Haven Free Public Library
J. B. Pierce Laboratory Fund
John B. Pierce Foundation Fund
Ronald McDonald House Organization Fund
Russell Loan Fund for the New Haven Free Library
Shepherds Inc. Fund
Shubert Theater New Haven Fund
Silvermine Arts Center Fund
Carol L. Sirot Fund for Long Wharf Theatre
Sleeping Giant Park Association Fund
Stony Creek Museum Inc. Organization Fund
The Prosperity Foundation Inc. Fund Truman Olin Fund
Universal Health Care Foundation of CT Fund Watershed Fund
West Haven Community House Fund
WNEIP Ritvo Scholarship Fund
Western New England Institute for Psychoanalysis Fund
Women and Family Life Center Flexible Long Term Capital Organization Fund
Annual Y.U.W.O. Scholarship Fund
Yale University Women’s Organization Operating Fund
Young Men’s Institute Library d/b/a The Institute Library Organization Fund
