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  5. NEWALLIANCE FOUNDATION, INC.

NEWALLIANCE FOUNDATION, INC.

Company Details

Entity Name: NEWALLIANCE FOUNDATION, INC.
Jurisdiction: Connecticut
Legal type: Non-Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 30 Mar 2004
Business ALEI: 0777309
Annual report due: 30 Mar 2025
NAICS code: 813211 - Grantmaking Foundations
Business address: 195 CHURCH STREET, NEW HAVEN, CT, 06510, United States
Mailing address: 195 CHURCH STREET, 7th floor, NEW HAVEN, CT, United States, 06510
ZIP code: 06510
County: New Haven
Place of Formation: CONNECTICUT
E-Mail: mott@newalliancefoundation.org

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
NEWALLIANCE FOUNDATION, INC. 403(B) RETIREMENT PLAN 2023 562453619 2024-07-25 NEWALLIANCE FOUNDATION, INC. 3
Three-digit plan number (PN) 001
Effective date of plan 2011-07-01
Business code 813000
Sponsor’s telephone number 2038596555
Plan sponsor’s address 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT, 06510

Signature of
Role Plan administrator
Date 2024-07-25
Name of individual signing MARYANN OTT
Valid signature Filed with authorized/valid electronic signature
NEWALLIANCE FOUNDATION, INC. 403(B) RETIREMENT PLAN 2023 562453619 2024-07-29 NEWALLIANCE FOUNDATION, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-07-01
Business code 813000
Sponsor’s telephone number 2038596555
Plan sponsor’s address 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT, 06510

Signature of
Role Plan administrator
Date 2024-07-29
Name of individual signing MARYANN OTT
Valid signature Filed with authorized/valid electronic signature
NEWALLIANCE FOUNDATION, INC. 403(B) RETIREMENT PLAN 2022 562453619 2023-07-06 NEWALLIANCE FOUNDATION, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-07-01
Business code 813000
Sponsor’s telephone number 2038596555
Plan sponsor’s address 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT, 06510

Signature of
Role Plan administrator
Date 2023-07-06
Name of individual signing MARYANN OTT
Valid signature Filed with authorized/valid electronic signature
NEWALLIANCE FOUNDATION, INC. 403(B) RETIREMENT PLAN 2021 562453619 2022-10-06 NEWALLIANCE FOUNDATION, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-07-01
Business code 813000
Sponsor’s telephone number 2038956600
Plan sponsor’s address 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT, 06510

Signature of
Role Plan administrator
Date 2022-10-06
Name of individual signing KIM HEALEY
Valid signature Filed with authorized/valid electronic signature
NEWALLIANCE FOUNDATION, INC. 403(B) RETIREMENT PLAN 2020 562453619 2021-10-07 NEWALLIANCE FOUNDATION, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-07-01
Business code 813000
Sponsor’s telephone number 2038956600
Plan sponsor’s address 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT, 06510

Signature of
Role Plan administrator
Date 2021-10-07
Name of individual signing KIM HEALEY
Valid signature Filed with authorized/valid electronic signature
NEWALLIANCE FOUNDATION, INC. 403(B) RETIREMENT PLAN 2019 562453619 2020-10-04 NEWALLIANCE FOUNDATION, INC. 3
Three-digit plan number (PN) 001
Effective date of plan 2011-07-01
Business code 813000
Sponsor’s telephone number 2038956600
Plan sponsor’s address 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT, 06510

Signature of
Role Plan administrator
Date 2020-10-04
Name of individual signing KIM HEALEY
Valid signature Filed with authorized/valid electronic signature
NEWALLIANCE FOUNDATION, INC. 403(B) RETIREMENT PLAN 2019 562453619 2020-10-07 NEWALLIANCE FOUNDATION, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-07-01
Business code 813000
Sponsor’s telephone number 2038956600
Plan sponsor’s address 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT, 06510

Signature of
Role Plan administrator
Date 2020-10-07
Name of individual signing KIM HEALEY
Valid signature Filed with authorized/valid electronic signature
NEWALLIANCE FOUNDATION, INC. 403(B) RETIREMENT PLAN 2018 562453619 2019-07-02 NEWALLIANCE FOUNDATION, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-07-01
Business code 813000
Sponsor’s telephone number 2038956600
Plan sponsor’s address 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT, 06510

Signature of
Role Plan administrator
Date 2019-07-02
Name of individual signing KIM HEALEY
Valid signature Filed with authorized/valid electronic signature
NEWALLIANCE FOUNDATION, INC. 403(B) RETIREMENT PLAN 2017 562453619 2018-10-04 NEWALLIANCE FOUNDATION, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-07-01
Business code 813000
Sponsor’s telephone number 2038956600
Plan sponsor’s address 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT, 06510

Signature of
Role Plan administrator
Date 2018-10-04
Name of individual signing KIM HEALEY
Valid signature Filed with authorized/valid electronic signature
NEWALLIANCE FOUNDATION, INC. 403(B) RETIREMENT PLAN 2016 562453619 2017-06-20 NEWALLIANCE FOUNDATION, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2011-07-01
Business code 813000
Sponsor’s telephone number 2038956600
Plan sponsor’s address 195 CHURCH STREET 7TH FLOOR, NEW HAVEN, CT, 06510

Signature of
Role Plan administrator
Date 2017-06-20
Name of individual signing KIM HEALEY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Phone E-Mail Residence address
PAUL A. MCCRAVEN Agent 195 CHURCH ST, NEW HAVEN, CT, 06510, United States +1 203-676-1845 mott@newalliancefoundation.org 50 Stonehenge Place, Cheshire, CT, 06410, United States

Director

Name Role Business address Residence address
PAUL MCCRAVEN Director 195 Church St, 7th floor, New Haven, CT, 06510-2009, United States 50 STONEHENGE PLACE, CHESHIRE, CT, 06410, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0011161223 2024-05-28 No data Annual Report Annual Report No data
BF-0010708549 2024-05-28 No data Annual Report Annual Report No data
BF-0012318980 2024-05-28 No data Annual Report Annual Report No data
BF-0012635333 2024-05-10 No data Administrative Dissolution Notice of Intent to Dissolve/Revoke No data
BF-0009988739 2022-06-27 No data Annual Report Annual Report No data
BF-0009374324 2022-06-27 No data Annual Report Annual Report 2018
BF-0009374325 2022-06-27 No data Annual Report Annual Report 2015
BF-0009374327 2022-06-27 No data Annual Report Annual Report 2019
BF-0009374322 2022-06-27 No data Annual Report Annual Report 2011
BF-0009374328 2022-06-27 No data Annual Report Annual Report 2017

Related by officers

PAUL A. MCCRAVEN

VACATION PLACE, INC. THE CONNECTICUT MOTOR CLUB, INCORPORATED THE AAA SOUTHERN NEW ENGLAND, INC. FIRST NIAGARA COMMUNITY DEVELOPMENT CORPORATION Cornell Scott Hill Health Center Foundation Inc.

PAUL MCCRAVEN

CONNCORP HOLDINGS INC. CONNCORP HOUSING LLC THE NEW HAVEN SAVINGS BANK FOUNDATION, INC. Dixwell Plaza Food Hall, LLC

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Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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