2023-10-24T12:55:52-05:00 2022-12-31 113266576 GRASSI & CO CPA'S PC 750 THIRD AVENUE 28TH FLOOR NEW YORK NY 10017 990 2022-01-01 133623325 MALTA HUMAN SERVICES FOUNDATION MALT 2123711522 1011 FIRST AVENUE 1350 NEW YORK NY 10022 REV DR JEFFREY R TREXLER EXECUTIVE DIRECTOR 2123711522 2023-10-23 1 REV DR JEFFREY R TREXLER 999009999 1 DAVID ROTTKAMP P01303468 2126616166 2023-10-12 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z REV DR JEFFREY R TREXLE 1011 FIRST AVENUE 1350 NEW YORK NY 10022 4116002 0 X N/A X 1991 DE MALTA HUMAN SERVICES FOUNDATION (THE "FOUNDATION") PURPOSE IS TO MAKE GRANTS CONSISTENT WITH THE MISSION OF THE SOVEREIGN MILITARY HOSPITALLER ORDER OF SAINT JOHN OF JERUSALEM OF RHODES AND OF MALTA, INC. (THE ORDER"). 13 13 0 13 0 0 1919407 3046570 0 0 2294670 621593 0 5662 4214077 3673825 892962 1406588 0 0 0 0 241970 319335 319335 241443 268214 1376375 1994137 2837702 1679688 22403657 21101064 92261 103375 22311396 20997689 X MALTA HUMAN SERVICES FOUNDATION (THE "FOUNDATION") IS ORGANIZED AND IS CONSISTENT WITH AND IN FURTHERANCE OF THE MISSION OF THE SOVEREIGN MILITARY HOSPITALLER ORDER OF SAINT JOHN OF JERUSALEM OF RHODES AND OF MALTA, INC. (THE ORDER"). THE FOUNDATION'S PURPOSE IS TO RAISE FUNDS AND MAKE GRANTS TO SUPPORT THE CHARITABLE MISSION OF THE ORDER AND IN PARTICULAR THE CARE OF THE SICK AND THE DEFENSE OF THE CATHOLIC FAITH. 0 0 1406588 1406588 THE FOUNDATION PROVIDES GRANTS IN SUPPORT OF THE CHARITABLE MISSION OF THE ORDER. 1406588 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 NY X X JACQUELINE FINNEN 2123711522 1011 FIRST AVENUE 1350 NEW YORK NY 10022 X ANDREW T AOYAMA PRESIDENT 2.00 X X 0 0 0 CHRISTOPHER PILALAS TREASURER 2.00 X X 0 0 0 JEAN L BRUNEL DIRECTOR 2.00 X 0 0 0 KEITH CARDOZA DIRECTOR 2.00 X 0 0 0 CYNTHIA MORAN DIRECTOR 2.00 X 0 0 0 PETER KELLY DIRECTOR 2.00 4.00 X 0 0 0 ANNE G PEACH DIRECTOR 2.00 4.00 X 0 0 0 WILLIAM BESGEN DIRECTOR 2.00 4.00 X 0 0 0 MICHAEL J O'ROURKE DIRECTOR 2.00 X 0 0 0 KATHLEEN M GANTZ DIRECTOR 2.00 4.00 X 0 0 0 JEAN MALONY DIRECTOR 2.00 X 0 0 0 THOMAS J REEDY DIRECTOR 2.00 4.00 X 0 0 0 JOHN MITCHELL JR DIRECTOR 2.00 4.00 X 0 0 0 0 0 0 0 0 0 0 CCS FUNDRAISING 527 MADISON AVENUE 5TH FLOOR NEW YORK NY 10022 CAPITAL CAMPAIGN 319335 1 3046570 3046570 443368 443368 620402 442177 178225 178225 178225 MISCELLANEOUS INCOME 900099 5662 5662 5662 3673825 0 0 627255 1406588 1406588 125000 125000 52971 52971 319335 319335 72757 72757 761 761 16725 16725 1994137 1406588 268214 319335 766852 976065 1992739 3190256 59137 63051 19407050 16599246 177879 272446 22403657 21101064 77696 78766 14565 24609 92261 103375 X 15414340 12684024 6897056 8313665 22311396 20997689 22403657 21101064 1679688 -2993395 0 X X 0 1 X 1 0 X X 1 SOVEREIGN MILITARY HOSPITALLER ORDER OF SAINT JOHN OF JERUSALEM OF RHODES 237095245 7 1 1406588 0 1 1406588 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION C, LINE 1: THE MANAGEMENT OF MALTA HUMAN SERVICES FOUNDATION (THE "FOUNDATION") IS VESTED WITH THE SOVEREIGN MILITARY HOSPITALLER ORDER OF SAINT JOHN OF JERUSALEM OF RHODES AND OF MALTA, AMERICAN ASSOCIATION, U.S.A. PURSUANT TO A MANAGEMENT AGREEMENT BETWEEN THE TWO ENTITIES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6221056 2539720 -554187 487381 7719208 4877440 1139407 591333 387124 6221056 2662864 2095516 352831 233771 4877440 2326786 456078 120000 2662864 2575205 -130793 117626 2326786 1.00000 0 0 0 DUE TO THE ORDER OF MALTA PILGRIMAGE FOUNDATION 24609 24609 X 607673 -2993395 -2993395 3601068 72757 72757 3673825 1921380 0 1921380 72757 72757 1994137 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF FUNDS CREATED THROUGH THE CAPITAL CAMPAIGN AND THE LANGER TRUST FOR MEDICAL RESEARCH ENDOWMENT FUND ESTABLISHED FOR THE CARE OF THE SICK AND POOR AND THE DEFENSE OF THE CATHOLIC FAITH. PART X, LINE 2: THE FOUNDATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTION; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. THE FOUNDATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2019. X X X X 1 CCS FUNDRAISING 527 MADISON AVE 5TH FL NEW YORK NY 10022 CAPITAL CAMPAIGN 0 3045570 319335 2726235 3045570 319335 2726235 NY 1 SOVEREIGN MILITARY HOSPITALLER ORDER OF SAINT JOHN OF JERUSALEM OF RHODES 1011 FIRST AVE NO 1350 NEW YORK NY 10022 237095245 501(C)(3) 1406588 0 GRANT OF AID TO THE SICK AND POOR 1 PART I, LINE 2: MALTA HUMAN SERVICES FOUNDATION KEEPS RECORDS OF THE GRANTS THAT THEY GIVE TO THE SOVEREIGN MILITARY HOSPITALLER ORDER OF SAINT JOHN OF JERUSALEM OF RHODES AND OF MALTA, AMERICAN ASSOCIATION, U.S.A. AND OTHER AWARDEES. THE GRANTS ARE CLOSELY MONITORED BY BOTH ORGANIZATIONS TO MAKE SURE THAT THEY ACHIEVE THE PURPOSES SET FOR BY BOTH ENTITIES. FORM 990, PART VI, SECTION A, LINE 3 MALTA HUMAN SERVICES FOUNDATION (THE "FOUNDATION") HAS A MANAGEMENT AGREEMENT WITH THE SOVEREIGN MILITARY HOSPITALLER ORDER OF SAINT JOHN OF JERUSALEM OF RHODES AND OF MALTA, AMERICAN ASSOCIATION, U.S.A. TO PROVIDE MANAGEMENT SERVICES WHICH INCLUDE BUT ARE NOT LIMITED TO ACCOUNTING, FINANCIAL, AND GENERAL OPERATIONS. FORM 990, PART VI, SECTION A, LINE 8B ACTIONS DISCUSSED BY THE COMMITTEES OF THE FOUNDATION ARE SUBJECT TO APPROVAL BY THE BOARD OF DIRECTORS OF THE MALTA HUMAN SERVICES FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WILL BE SENT TO ALL FOUNDATION OFFICERS AND BOARD MEMBERS FOR APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ONLY OFFICERS AND MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO FILE A CONFLICT OF INTEREST STATEMENT. ALL OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN THIS STATEMENT. THE FOUNDATION MONITORS ITEMS THAT COULD HAVE THE POTENTIAL TO HAVE A CONFLICT OF INTEREST. THOSE WHO DO NOT ADHERE TO THE CONFLICT OF INTEREST POLICY ARE BROUGHT BEFORE THE DISCIPLINARY COMMITTEE TO ASCERTAIN WHETHER THERE IS EVIDENCE OF A CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 COPIES ARE AVAILABLE UPON REQUEST TO THE PUBLIC BY EITHER WRITTEN OR ORAL REQUEST. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. SOVEREIGN MILITARY HOSPITALLER ORGER OF SAINT JOHN OF JERUSALEM OF RHODES 1011 FIRST AVE NEW YORK NY 10022 237095245 GRANTS OF AID TO THE SICK AND THE POOR NY 501(C)(3) 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0