Jewish Federation Vision Statement
We unite our diverse Jewish community, inspiring each person’s actions to strengthen Jewish life in greater New Haven and around the world.
DEADLINE FOR SUBMISSION: September 9, 2021
In order to standardize the information collected, please adhere to the requested format:
Financial statements/budgets must reflect the following:
It is preferable for budget lines to be grouped by category, e.g. personnel expense lines grouped together as opposed to being dispersed throughout the spreadsheet. Subcategory subtotals are at your discretion. Total Expenses and Total Revenue must be totaled.
Any questions about additional material should be directed to Judy Alperin at 203-387-2424, ext. 231 or [email protected]
a) Please provide financial statements/budgets reflecting the following:
d) Agencies operating in surplus or deficit situations should articulate reasons for the variances.
g) Tier One Agencies must upload an independent financial audit or certified financial statement for the most recently completed fiscal year. Non-tier One Organizations should submit their audited or independent financial statements if they have them. If they do not have an independent financial audit please submit additional information about the organization’s fiscal controls and financial accounting systems.
h) If your organization is in receipt of an auditor’s issued Management Letter for the most recently completed fiscal year, please upload it here.
j) ** Mandatory for Schools & Camps ** Please submit the following information:
l) Please upload the following documents:
The Jewish Federation of Greater New Haven is constantly striving to strengthen its relationship with its member agencies and to ensure that the needs of the local Jewish community are being met as effectively as possible. To accomplish these goals, we depend on the cooperation of the agencies in all aspects of our work. The 2020 Jewish Federation of Greater New Haven Strategy Roadmap approved by the Jewish Federation Board of Directors requires a shift in funding from primarily core funding to a grants model based on community priorities. This shift begin in FY 22 to include both Traditional Funding and Impact Grant funding.
Tier One Agencies
Organizations without IRS 501(c)(3) status wishing to apply for funding must partner with an IRS 501(c)(3) Jewish agency or institution that will serve as administrator. All IRS 501(c)(3) Jewish agencies and institutions serving as administrators must be recognized by the Federation. A description of the relationship between the two organizations should be submitted.
a) If you are not on a September 1 – August 31 fiscal year, please inform us when your fiscal year begins and ends.
b) Most Federation allocations payments will be made monthly. A revision to the allocation payment schedule is at the discretion of the Federation and modifications should not be assumed. The Federation will provide written confirmation of your distribution schedule.