2023-11-13T07:31:25-06:00 2022-12-31 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2022-01-01 825031123 WILLOW VALLEY COMMUNITIES CHARITABLE FOUNDATION WILL 7174642741 100 WILLOW VALLEY LAKES DRIVE WILLOW STREET PA 17584 REBECCA S BUMSTED BOARD PRESIDENT 7174642741 2023-11-09 1 REBECCA BUMSTED XXX-XX-XXXX 1 KERRI N BOGDA CPA P00760402 7177404863 2023-11-09 X 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z REBECCA S BUMSTED 100 WILLOW VALLEY LAKES DRIVE WILLOW STREET PA 17584 2230464 0 X FOUNDATION.WILLOWVALLEYCOMMUNITIES.ORG X 2018 PA TO RAISE FUNDS TO SUPPORT WILLOW VALLEY COMMUNITIES, A NONPROFIT 501(C)(3) ORGANIZATION. 8 8 2 52 0 0 2275188 2093344 0 0 54017 -1216 0 0 2329205 2092128 0 0 0 0 257105 312203 76650 75075 83058 101073 84985 434828 472263 1894377 1619865 3823366 5392523 623047 710075 3200319 4682448 TO RAISE FUNDS TO SUPPORT WILLOW VALLEY COMMUNITIES, A NONPROFIT 501(C)(3) ORGANIZATION. 0 0 337832 0 0 SUPPORT OF WILLOW VALLEY COMMUNITIES - PLANNING AND EXECUTING SPECIAL CAPITAL CAMPAIGN TO PROVIDE FUNDS TO WILLOW VALLEY COMMUNITIES FOR DESIGN AND CONSTRUCTION OF THE MEMORY CARE CENTER, ESTABLISHMENT OF PERMANENT ENDOWMENT FUND FOR THE MEMORY CARE CENTER, ONGOING ANNUAL PROGRAMMATIC SUPPORT FOR THE MEMORY CARE CENTER. 337832 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 2 0 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X JILL GILBERT TREASURER 7174642741 100 WILLOW VALLEY LAKES DRIVE WILLOW STREET PA 17584 REBECCA BUMSTED PRESIDENT 5.00 0.00 X X 0 0 0 LESLIE BRANT VICE PRESIDENT 5.00 5.00 X X 0 13600 0 JILL GILBERT TREASURER 5.00 5.00 X X 0 16900 0 EDGAR GROVE SECRETARY 5.00 0.00 X X 0 0 0 FIONA GRANT BOLTZ BOARD MEMBER 3.00 0.00 X 0 0 0 CLYDENE EDMONDS BOARD MEMBER 3.00 0.00 X 0 0 0 BARBARA LINDER BOARD MEMBER 3.00 0.00 X 0 0 0 CHARLES E SMITH II BOARD MEMBER 3.00 0.00 X 0 0 0 JEFFREY KENDERDINE EXECUTIVE DIRECTOR 40.00 0.00 X 200917 0 5691 200917 30500 5691 1 0 1 0 0 2093344 506582 2093344 35118 35118 102002 138336 -36334 -36334 -36334 2092128 0 0 -1216 206608 192249 13884 475 39792 37026 2674 92 7680 7146 516 18 41796 38891 2809 96 16327 15192 1097 38 105 105 75075 75075 7174 7174 10495 2450 1197 6848 57579 38446 18776 357 58 39 19 3907 2609 1274 24 FOOD 5159 3445 1682 32 DUES & SUBSCRIPTIONS 508 339 166 3 472263 337832 51373 83058 21996 21251 507408 1346464 1896447 2261956 1161 4058 7969 8693 1388385 1750101 3823366 5392523 623047 50075 0 660000 623047 710075 X -568660 -791201 3768979 5473649 3200319 4682448 3823366 5392523 1619865 -137736 0 X 0 1 X 1 0 X X 1 WILLOW VALLEY COMMUNITIES 232226098 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39109 331 39440 39273 -164 39109 0 38729 544 39273 0.00000 1.00000 0.00000 0 0 0 PNC CAPITAL INVESTMENT 1750101 F 1750101 DUE TO AFFILIATES 660000 660000 PART V, LINE 4: THE MEMORY CARE CENTER ENDOWMENT WILL ENABLE ADVANCEMENT AND SUSTAINABILITY OF THE MEMORY CARE PROGRAM FOR DECADES TO COME IN AREAS SUCH AS TRAINING AND EDUCATION, TECHNOLOGY, PROGRAMS, RESEARCH AND ADVANCEMENT, WELLNESS AND PREVENTION, AND OPERATIONS. X X X 1 LINDSLEY DEVELOPMENT CONSULTING 89 LEAMAN ROAD LANCASTER PA 17603 CAPITAL CAMPAIGN AND FUNDRAISING CONSULTING 0 0 75075 -75075 75075 -75075 PA X 0 0 0 0 0 0 0 1 0 JEFFREY KENDERDINE EXECUTIVE DIRECTOR 190917 0 10000 0 0 0 0 0 5691 0 206608 0 0 0 PART I, LINE 7 ANNUALLY, THE WILLOW VALLEY COMMUNITIES BOARD OF DIRECTORS HAS APPROVED A YEAR-END GIFT TO LEADERSHIP WITH THE AMOUNT DETERMINED BASED ON THEIR MANAGERIAL LEVEL. X 11 506582 NYSE 0 0 0 0 PART I, COLUMN (B): COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT COMPANY THE WILLOW VALLEY COMMUNITIES CHARITABLE FOUNDATION BOARD OF DIRECTORS MAY SEEK OUTSIDE VENDORS TO PROVIDE SELECT SERVICES. THE BOARD, FOR FISCAL YEAR 2022, SELECTED WILLOW VALLEY LIVING FOR THE PROVISION OF SERVICES IN ACCOUNTING AND HUMAN RESOURCES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW THE MANAGEMENT COMPANY'S FINANCE DEPARTMENT PREPARES THE INFORMATION FOR THE FORM 990. OUR INDEPENDENT ACCOUNTING FIRM (BAKER TILLY US, LLP) REVIEWS THE INFORMATION AND PREPARES A DRAFT RETURN. THE DRAFT IS REVIEWED BY THE BOARD OF DIRECTORS WHO PROVIDE FILING APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST ON AN ANNUAL BASIS, OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM, UPON COMPLETION THIS FORM MUST BE NOTARIZED. A COPY IS RETAINED BY THE FOUNDATION MANAGEMENT. AS NEW BUSINESS RELATIONSHIPS ARE DEVELOPED/FORMED, APPROPRIATE QUESTIONS ARE ASKED TO DETERMINE IF POTENTIAL CONFLICTS EXIST. IN ADDITION, EACH INDIVIDUAL THAT COMPLETED THE FORM IS TO MAKE THE FOUNDATION AWARE OF ANY POTENTIAL CONFLICTS OF INTEREST THAT THEY MAY BECOME AWARE OF. ANY POTENTIAL CONFLICT WOULD BE REVIEWED, DISCUSSED AND BROUGHT TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR RECOMMENDED RESOLUTION. AN INDIVIDUAL WITH A CONFLICT WILL RECUSE THEMSELVES FROM PARTICIPATING IN THE DELIBERATIONS AND DECISIONS IN THE TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF GOVERNING DOCUMENTS TO THE PUBLIC THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. WILLOW VALLEY COMMUNITIES 600 WILLOW VALLEY SQUARE LANCASTER PA 17602 232226098 RESIDENTIAL PA 501(C)(3) LINE 10 ACTS RETIREMENT SERVICES INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1