Nonprofit · EIN 56-2453619
NEW ALLIANCE FOUNDATION INC
Tax-exempt · NEW HAVEN, CT 06510
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,423,939 | $1,891,374 | -$467,435 | $35,604,212 | $130,236 | $35,473,976 |
| December 31, 2024 | 990-PF | $1,162,125 | $1,753,072 | -$590,947 | $32,235,093 | $81,128 | $32,153,965 |
| December 31, 2023 | 990-PF | $787,292 | $1,852,069 | -$1,064,777 | $30,587,601 | $95,555 | $30,492,046 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $788,937
- Net gain from sales of assets
- $634,853
- Other income
- $149
Expenses
- Grants and similar amounts paid
- $1,144,455
- Compensation of officers, directors and key employees
- $173,866
- Salaries, compensation and benefits (total)
- $159,887
- Disbursements for charitable purposes
- $1,746,996
- Excise tax on investment income
- $17,945
Balance sheet and other
- Total assets, start of year
- $32,235,093
- Total assets, end of year
- $35,604,212
- Total liabilities, end of year
- $130,236
- Net assets, end of year
- $35,473,976
- Fair market value of assets
- $35,604,212
- Qualifying distributions
- $1,746,996
- Net investment income
- $1,423,790
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARYANN OTT 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | EXECUTIVE DIRECTOR | 40 | $173,866 | $21,766 |
| LAKISHA Q JORDAN 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR OF PROGRAMS Highest-paid employee | 40 | $114,439 | $4,723 |
| ROBERT J LYONS JR 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR, CHAIR | 1 | $0 | $0 |
| ALEXIS H SMITH 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR, VICE CHAIR | 1 | $0 | $0 |
| PAUL A MCCRAVEN 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR, SECRETARY, TREASURER | 1 | $0 | $0 |
| FRED ACQUAVITA 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR (THRU 05/05/2025) | 1 | $0 | $0 |
| MICHAEL T ANGELINI 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR | 1 | $0 | $0 |
| WILDALIZ BERMUDEZ 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR | 1 | $0 | $0 |
| ALAN H BOWIE JR 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR (BEGAN 05/05/2025) | 1 | $0 | $0 |
| JOHN-PAUL CHAISSAN-CARDENAS 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR | 1 | $0 | $0 |
| MARJORIE BUSSMANN GILLIS ED D 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR | 1 | $0 | $0 |
| D ANTHONY GUGLIELMO 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR (THRU 05/05/2025) | 1 | $0 | $0 |
| TONI N HARP 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR (BEGAN 05/05/2025) | 1 | $0 | $0 |
| DR DORSEY L KENDRICK 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR | 1 | $0 | $0 |
| DAVID I NEWTON 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LIZA JANSSEN PETRA 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR (BEGAN 05/05/2025) | 1 | $0 |
| FAHD VAHIDY 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARYANN OTT 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | EXECUTIVE DIRECTOR | 40 | $167,752 | $21,085 |
| LAKISHA Q JORDAN 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR OF PROGRAMS Highest-paid employee | 40 | $106,877 | $5,874 |
| ROBERT J LYONS JR 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR, CHAIR | 1 | $0 | $0 |
| ALEXIS H SMITH 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR, VICE CHAIR | 1 | $0 | $0 |
| PAUL A MCCRAVEN 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR, SECRETARY, TREASURER | 1 | $0 | $0 |
| FRED ACQUAVITA 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR | 1 | $0 | $0 |
| MICHAEL T ANGELINI 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR | 1 | $0 | $0 |
| WILDALIZ BERMUDEZ 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR (BEGAN 05/06/2024) | 1 | $0 | $0 |
| JOHN-PAUL CHAISSAN-CARDENAS 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR (BEGAN 05/06/2024) | 1 | $0 | $0 |
| MARJORIE BUSSMANN GILLIS ED D 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR | 1 | $0 | $0 |
| D ANTHONY GUGLIELMO 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR | 1 | $0 | $0 |
| DR DORSEY L KENDRICK 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR | 1 | $0 | $0 |
| DAVID I NEWTON 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR | 1 | $0 | $0 |
| FAHD VAHIDY 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARYANN OTT 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | EXECUTIVE DIRECTOR | 40 | $161,337 | $26,660 |
| LAKISHA Q JORDAN 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR OF PROGRAMS Highest-paid employee | 40 | $98,192 | $4,461 |
| ROBERT J LYONS JR 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR, CHAIR | 1 | $0 | $0 |
| ALEXIS H SMITH 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR, VICE CHAIR | 1 | $0 | $0 |
| PAUL A MCCRAVEN 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR, SECRETARY, TREASURER | 1 | $0 | $0 |
| FRED ACQUAVITA 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR | 1 | $0 | $0 |
| MICHAEL T ANGELINI 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR | 1 | $0 | $0 |
| MARJORIE BUSSMANN GILLIS ED D 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR | 1 | $0 | $0 |
| D ANTHONY GUGLIELMO 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR | 1 | $0 | $0 |
| DR DORSEY L KENDRICK 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR | 1 | $0 | $0 |
| DAVID I NEWTON 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR | 1 | $0 | $0 |
| FAHD VAHIDY 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR | 1 | $0 | $0 |
| MARTA E MORET MPH 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR (THRU 5/8/23) | 1 | $0 | $0 |
| DIANE L WISHNAFSKI 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 065102009 | DIRECTOR (THRU 5/8/23) | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT 06510-2009
- Signed the 990-PF
- DARCEY COBBS-LOMAX, EXECUTIVE DIRECTOR
- Phone
- (203) 859-6555
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 56-2453619
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $35,604,212
- Income (IRS master file)
- $2,117,789
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,423,939 | $1,891,374 | $35,604,212 | XML |
| 990-PF | December 2024 | $1,162,125 | $1,753,072 | $32,235,093 | XML |
| 990-PF | December 2023 | $787,292 | $1,852,069 | $30,587,601 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-2453619).
Questions about NEW ALLIANCE FOUNDATION INC
- What is the EIN of NEW ALLIANCE FOUNDATION INC?
- The employer identification number (EIN) of NEW ALLIANCE FOUNDATION INC is 56-2453619.
- Is NEW ALLIANCE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to NEW ALLIANCE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NEW ALLIANCE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NEW ALLIANCE FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEW ALLIANCE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of NEW ALLIANCE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 17 people; 2 received compensation from the organization, the highest $173,866 (MARYANN OTT, EXECUTIVE DIRECTOR).
- How much revenue does NEW ALLIANCE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,423,939, expenses of $1,891,374 and total assets of $35,604,212 at year end.
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