2023-05-12T22:40:02-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2022-01-01 232626425 KENDAL CHARITABLE FUNDS KEND 6103351200 591 COLLABORATION WAY 603 NEWARK DE 19713 AMY HARRISON CFO/INTERIM CEO 6103351241 2023-05-10 1 AMY HARRISON 999009999 0 CONNIE M LIRA P00481097 2156433900 2023-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X AMY HARRISON 591 COLLABORATION WAY 603 NEWARK DE 19713 961780 0 X WWW.KENDAL.ORG X 1989 PA TO TRANSFORM THE EXPERIENCE OF AGING BY SUPPORTING THE KENDAL CORPORATION AND AFFILIATES 8 8 0 9 0 0 47200 55737 0 0 178839 171753 0 0 226039 227490 31635 125000 0 0 0 0 0 0 0 21464 26717 53099 151717 172940 75773 5128306 3972193 950561 579869 4177745 3392324 X RAISE, RECEIVE, MANAGE, INVEST AND EXPEND FUNDS IN SUPPORT OF THE KENDAL CORPORATION, ITS AFFILIATED ENTITIES, AND ITS CHARITABLE PURPOSES. 0 0 100000 100000 0 AFFILIATE GRANT - STAFF DEVELOPMENT: $100,000 ($10,000 X 10 AFFILIATES) THE KENDAL CHARITABLE FUNDS BOARD OFFERED A GRANT OPPORTUNITY IN 2022 TO EACH KENDAL AFFILIATE TO SUPPORT THEIR ABILITY TO ADDRESS WORKFORCE CHALLENGES WITH A FOCUS ON THE KENDAL DIVERSITY, EQUITY, INCLUSION AND BELONGING (DEIB) PILLARS. AS A RESULT OF THE IMPORTANCE AND EXTENT OF THIS CHALLENGE, THE BOARD DECIDED TO INCREASE THE FUNDING FOR THIS GRANT YEAR TO $10,000. 12500 12500 0 LLOYD LEWIS PROMISING INNOVATIONS GRANT: $12,500 THE 2022 PROMISING INNOVATIONS GRANT CYCLE FOCUSED ON THE NATIONAL WORKFORCE SHORTAGES FACING THE HEALTHCARE SYSTEM, PARTICULARLY THE SHORTAGE OF SKILLED WORKERS IN THE FIELD OF AGING SERVICES. FUNDING WAS APPROVED DURING THE OCTOBER 2022 BOARD MEETING FOR THE ACADEMY OF HOPE ADULT PUBLIC CHARTER SCHOOL (AOH). AOH WAS AWARDED A $50,000 GRANT TO BE DISBURSED OVER THE COURSE OF TWO (2) YEARS. THE GRANT PROGRAM RUNS 1/1/2023 - 12/31/2024. THE FIRST INSTALLMENT WAS PAID IN DECEMBER 2022. AOH'S MISSION IS TO PROVIDE HIGH-QUALITY, EFFECTIVE INSTRUCTION TO ADULT LEARNERS IN THE AREAS OF READING, WRITING, AND MATH; POSITION LEARNERS FOR SUCCESS IN THEIR CAREERS; AND ADDRESS AND MITIGATE THE DRIVERS OF EDUCATIONAL AND ECONOMIC INEQUITY.AS PART OF THEIR GRANT-FUNDED PROGRAM, ADULT LEARNERS WILL BE TRAINED AND CERTIFIED IN CNA TRAINING, WHICH WILL INCLUDE CLINICAL TRAINING, MANDATORY INTERNSHIPS AND JOB SHADOWING OPPORTUNITIES. THIS FUNDING WILL HELP ACADEMY OF HOPE MEET CAPACITY NEEDS TO SERVE MORE ADULT LEARNERS WHO ARE SEEKING ECONOMIC SELF-SUFFICIENCY FOR THEMSELVES AND THEIR FAMILIES THROUGH HIGH-DEMAND CAREERS IN THE HEALTHCARE SECTOR, WHILE AT THE SAME TIME ADDRESSING THE SHORTAGE OF QUALIFIED HEALTHCARE WORKERS. 12500 12500 0 GRANT PROGRAM:ALZHEIMER'S ASSOCIATION, WALK TO END ALZHEIMER'S - $12,500 ALZHEIMER'S AND ALL OTHER DEMENTIAS EFFECT MORE THAN 6 MILLION OLDER ADULTS IN AMERICA. THE ALZHEIMER'S ASSOCIATION IS THE LEADING VOLUNTARY HEALTH ORGANIZATION IN ALZHEIMER'S CARE, SUPPORT AND RESEARCH. IN OCTOBER 2022, THE KCF BOARD APPROVED THE RELEASE OF $12,500 TO THE ALZHEIMER'S ASSOCIATION TO MATCH FUNDS UP TO $12,500 RAISED ACROSS THE SYSTEM BY THE KENDAL CORPORATION AND ALL AFFILIATED ORGANIZATIONS AS PART OF THE WALK TO END ALZHEIMER'S EVENTS. 125000 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 IL MD MA NH NY OH PA VA X AMY HARRISON CFOINTERIM CEO 6103351241 591 COLLABORATION WAY 603 NEWARK DE 19713 JULIE HOUPT CHAIR 1.00 0.00 X X 0 0 0 RICHARD SCHRAMM TREASURER 1.00 0.00 X X 0 0 0 BARBARA FREEDMAN SECRETARY 1.00 0.00 X X 0 0 0 JAMES GREENWOOD MEMBER 1.00 0.00 X 0 0 0 JEFFREY HARNESS MEMBER 1.00 0.00 X 0 0 0 TARA QUINN MEMBER 1.00 0.00 X 0 0 0 GRACE TOMPOS MEMBER 1.00 0.00 X 0 0 0 CARLA WILLIS MEMBER 1.00 0.00 X 0 0 0 JENNY CAMPBELL SECRETARY - LEFT APR 2022 1.00 0.00 X X 0 0 0 SEAN KELLY PRESIDENT & CEO 2.50 50.00 X 0 642832 136220 AMY HARRISON CHIEF FINANCIAL OFFICER 0.50 53.25 X 0 337947 90486 0 980779 226706 0 0 1 0 0 55737 55737 91733 91733 814310 734290 80020 80020 80020 227490 0 0 171753 125000 125000 5225 5225 3150 3150 10788 10788 5912 5912 1642 1642 151717 125000 26717 0 24775 242524 5095963 3725041 7568 4628 5128306 3972193 950561 579869 950561 579869 X 2891426 2392764 1286319 999560 4177745 3392324 5128306 3972193 75773 -861194 0 X 0 1 X 1 0 X 59300 33101 39641 47200 55737 234979 59300 33101 39641 47200 55737 234979 6782 228197 100719 108885 57102 67491 91733 425930 660909 0.34530 0.33810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6850 6850 6850 6850 6850 6850 6850 6850 6850 6850 0.00000 1.00000 0.00000 0 0 0 UNITRUST AND CHARITABLE GIFT ANNUITY LIABILITY 579869 579869 X PART V, LINE 4: NET ASSETS WITH DONOR RESTRICTIONS ARE TO BE HELD IN PERPETUITY. THE INCOME DERIVED FROM THESE FUNDS IS UNRESTRICTED. PART X, LINE 2: THE ORGANIZATION IS AN EXEMPT ORGANIZATION AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THESE PROVISIONS HAS NO IMPACT ON THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. 1 BARCLAY FRIENDS 700 N FRANKLIN STREET WEST CHESTER PA 19380 232088476 501(C)(3) 10000 0 N/A N/A WORKFORCE CHALLENGES FOCUSING ON DEIB COLLINGTON EPISCOPAL LIFECARE COMMUNITY 10450 LOTTSFORD ROAD MITCHELVILLE MD 20721 521281156 501(C)(3) 10000 0 N/A N/A WORKFORCE CHALLENGES FOCUSING ON DEIB KENDAL AT HANOVER 67 CUMMINGS ROAD HANOVER NH 037551263 020519490 501(C)(3) 10000 0 N/A N/A WORKFORCE CHALLENGES FOCUSING ON DEIB KENDAL AT HOME 27519 DETRIOT ROAD WESTLAKE OH 44145 200548053 501(C)(3) 10000 0 N/A N/A WORKFORCE CHALLENGES FOCUSING ON DEIB KENDAL AT ITHACA 2230 NORTH TRIPHAMMER ROAD ITHACA NY 14850 521787487 501(C)(3) 10000 0 N/A N/A WORKFORCE CHALLENGES FOCUSING ON DEIB KENDAL AT LEXINGTON 160 KENDAL DRIVE LEXINGTON VA 24450 541795871 501(C)(3) 10000 0 N/A N/A WORKFORCE CHALLENGES FOCUSING ON DEIB KENDAL AT OBERLIN 600 KENDAL DRIVE OBERLIN OH 44074 341567246 501(C)(3) 10000 0 N/A N/A WORKFORCE CHALLENGES FOCUSING ON DEIB KENDAL ON HUDSON 1010 KENDAL WAY SLEEPY HOLLOW NY 10591 133971396 501(C)(3) 10000 0 N/A N/A WORKFORCE CHALLENGES FOCUSING ON DEIB THE ADMIRAL AT THE LAKE 929 WEST FOSTER AVENUE CHICAGO IL 60640 362171730 501(C)(3) 10000 0 N/A N/A WORKFORCE CHALLENGES FOCUSING ON DEIB THE LATHROP COMMUNITIES INC 100 BASSETT BROOK ROAD EASTHAMPTON MA 01027 042996627 501(C)(3) 10000 0 N/A N/A WORKFORCE CHALLENGES FOCUSING ON DEIB ALZHEIMER'S ASSOCIATION 399 MARKET STREET 102 PHILADELPHIA PA 19106 133039601 501(C)(3) 12500 0 N/A N/A MATCH GRANT SUPPORT ALZHEIMER'S SUPPORT AND RESEARCH ACADEMY OF HOPE 2315 18TH PL NE WASHINGTON DC 20018 521730021 501(C)(3) 12500 0 N/A N/A TRAINING AND EDUCATION OF ADULT LEARNERS FOR ENTRY INTO HEALTHCARE SECTOR 12 0 PART I, LINE 2: WE REQUIRE A WRITTEN JUSTIFICATION OF THE EXPENDITURE AND A DESCRIPTION OF HOW THE GRANT WILL BE USED. FUNDS ARE DISBURSED UPON NOTIFICATION THAT THE PROJECT HAS COMMENCED. 0 0 0 0 0 0 0 0 0 SEAN KELLY PRESIDENT & CEO 0 629183 0 0 0 13649 0 96425 0 39795 0 779052 0 0 AMY HARRISON CHIEF FINANCIAL OFFICER 0 309944 0 20500 0 7503 0 50692 0 39794 0 428433 0 0 PART I, LINE 3 THE ORGANIZATION DOES NOT COMPENSATE ANY INDIVIDUAL. ALL COMPENSATION DISCLOSED ON FORM 990, PART VII AND ON SCHEDULE J, PART II IS BY A RELATED PARTY FOR SERVICES RENDERED TO THE RELATED PARTY. THE RELATED PARTY, THE KENDAL CORPORATION, IS A 501(C)(3) PUBLIC CHARITY. THE RELATED PARTY USES THE FOLLOWING WHEN EVALUATING COMPENSATION: A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, THE FORM 990S OF OTHER SIMILAR ORGANIZATIONS, A COMPENSATION SURVEY/STUDY AND APPROVAL BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 THE KENDAL CORPORATION, A 501(C)(3) PUBLIC CHARITY, IS CONSIDERED THE SOLE MEMBER BASED ON THE INTERNAL REVENUE SERVICE DEFINITION OF MEMBER. UPON THE ORGANIZATION'S DISSOLUTION, THE KENDAL CORPORATION IS ENTITLED TO RECEIVE A SHARE OF THE PROFITS, EXCESS DUES, OR NET ASSETS. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF DIRECTORS SHALL BE APPOINTED BY THE KENDAL CORPORATION. AT LEAST ONE DIRECTOR SHALL ALSO BE A MEMBER OF THE KENDAL CORPORATION. THE KENDAL CORPORATION SHALL HAVE THE RIGHT TO REMOVE A DIRECTOR WITH OR WITHOUT CAUSE AND WITHOUT NOTICE OR HEARING AS PROVIDED BY REMOVAL FOR DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B ANY CHANGE TO THE ARTICLES OF INCORPORATION AND/OR THE BYLAWS SHALL BE EFFECTIVE ONLY WITH THE WRITTEN APPROVAL OF THE KENDAL CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN THE CFO, CONTROLLER AND EXECUTIVE DIRECTOR REVIEW THE FORM 990. UPON COMPLETION OF THAT INITIAL REVIEW, THE FORM 990 IS MADE AVAILABLE TO ALL VOTING BOARD MEMBERS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD AND COMMITTEE MEMBERS, AS WELL AS STAFF MEMBERS COMPLETE AN ANNUAL STATEMENT REGARDING EACH PERSON'S CONFORMANCE WITH KENDAL'S CONFLICT OF INTEREST POLICY. A SUMMARY OF THE STATEMENT IS REVIEWED BY THE GOVERNANCE COMMITTEE AND THE FULL BOARD, WHO THEN MAKE THE DETERMINATION AS TO WHETHER AN ACTUAL CONFLICT EXISTS. IF A CONFLICT AROSE IN BETWEEN COMPLETION OF THE STATEMENTS, THE INDIVIDUAL WOULD INFORM THE BOARD CHAIR OR CEO. THE POLICY STATES: "INDIVIDUALS HAVING CONFLICTS OF INTEREST SHALL DISCLOSE THE CONFLICTS; SHALL ABSTAIN FROM DISCUSSION OF SUCH MATTERS RELATING TO THE CONFLICT AT BOARD; COMMITTEE, OR STAFF MEETINGS; AND SHALL NOT USE THEIR PERSONAL INFLUENCE IN ANY DECISION REGARDING THE MATTERS RELATING TO THE CONFLICT. THE MINUTES OF ANY SUCH MEETING SHALL REFLECT THE DISCLOSURE THAT WAS MADE AND THE ABSTENTION FROM DISCUSSION." FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT HAVE ANY PAID EMPLOYEES AND AS SUCH FORM 990, PART VI, SECTION B, LINES 15A AND 15B ARE REQUIRED TO BE ANSWERED NO. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE KENDAL CORPORATION 591 COLLABORATION WAY SUITE 603 NEWARK DE 19713 232688382 DEVELOP/SUPPORT/LEAD A SYSTEM OF COMMUNITIES AND SERVICES FOR OLDER PERSONS PA 501(C)(3) LINE 12C, III-FI N/A 0 KENDAL NEW YORK 1010 KENDAL WAY SLEEPY HOLLOW NY 10591 061656576 PROVIDE SUPPORT SERVICES FOR TWO RETIREMENT COMMUNITIES IN NY STATE NY 501(C)(3) LINE 12A, I THE KENDAL CORPORATION 0 KENDAL AGING C/O 591 COLLABORATION WAY SUITE 603 NEWARK DE 19713 823361136 PROVIDE SUPPORT SERVICES FOR RETIREMENT COMMUNITIES IN CA STATE CA 501(C)(3) LINE 12B, II THE KENDAL CORPORATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0