2024-06-21T18:51:27-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2023-01-01 232626425 KENDAL CHARITABLE FUNDS KEND 6103351200 591 COLLABORATION WAY 603 NEWARK DE 19713 AMY HARRISON CFO 6103351200 2024-06-20 1 AMY HARRISON 999009999 0 CONNIE M LIRA P00481097 2156433900 2024-06-20 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z VASSAR BYRD 591 COLLABORATION WAY 603 NEWARK DE 19713 3100510 0 X WWW.KENDAL.ORG X 1989 PA TO TRANSFORM THE EXPERIENCE OF AGING BY SUPPORTING THE KENDAL CORPORATION AND AFFILIATES 8 8 0 8 0 0 55737 166535 0 0 171753 285386 0 0 227490 451921 125000 69000 0 0 0 0 0 0 0 26717 40231 151717 109231 75773 342690 3972193 4321897 579869 371225 3392324 3950672 X RAISE, RECEIVE, MANAGE, INVEST AND EXPEND FUNDS IN SUPPORT OF THE KENDAL CORPORATION, ITS AFFILIATED ENTITIES, AND ITS CHARITABLE PURPOSES. 0 0 20000 20000 0 AFFILIATE GRANT - STAFF DEVELOPMENT: $20,000 ($2,500 X 8 AFFILIATES) THE KENDAL CHARITABLE FUNDS BOARD OFFERED A GRANT OPPORTUNITY IN 2023 TO SELECT KENDAL AFFILIATES TO SUPPORT THEIR ABILITY TO ADDRESS WORKFORCE CHALLENGES WITH A FOCUS ON THE KENDAL DIVERSITY, EQUITY, INCLUSION AND BELONGING (DEIB) PILLARS. THIS IS A CONTINUATION OF THIS GRANT OPPORTUNITY. 20000 20000 0 AFFILIATE GRANT - LEADERSHIP IN TRAINING PROGRAM: $20,000THIS GRANT SUPPORTS AN ADMINISTRATION IN TRAINING (AIT) PROGRAM WITH THE HOPE OF EVENTUALLY FORMALIZING AND BECOMING A WIDE-REACHING MODEL WITH A PATHWAY INTO QUAKER-SPONSORED ORGANIZATIONS. THE STUDENTS WILL HAVE 6-9 MONTHS TO COMPLETE THE PROGRAM, WHILE EARNING A LIVING WAGE, AND HAVE EXPOSURE TO LEADERSHIP. BOARDS AND RESIDENTS AT THEIR AFFILIATE BARCLAY FRIENDS IN WEST CHESTER, PA. MOST AIT PROGRAMS ARE UNPAID; THIS GRANT WILL ALLOW FOR A GENEROUS LIVING WAGE OF $40,000. FSA WILL FUND $20,000 AND KENDAL CHARITABLE FUNDS WILL FUND $20,000. BARCLAY FRIENDS WILL HOST THE AIT AND PROVIDE THE EXPERIENCES REQUIRED FOR THE COMMONWEALTH OF PA AND PREPARE THE AIT TO SIT FOR THE LICENSURE EXAM. 16500 16500 0 GRANT PROGRAM:ALZHEIMER'S ASSOCIATION, WALK TO END ALZHEIMER'S - $16,500 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 2023, THE KCF BOARD APPROVED THE RELEASE OF $16,500 TO THE ALZHEIMER'S ASSOCIATION TO MATCH FUNDS UP TO $16,500 RAISED ACROSS THE SYSTEM BY THE KENDAL CORPORATION AND ALL AFFILIATED ORGANIZATIONS AS PART OF THE WALK TO END ALZHEIMER'S EVENTS. 12500 12500 0 LLOYD LEWIS PROMISING INNOVATIONS GRANT: $12,500 THE 2023 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 2023 FOR THE ACADEMY OF HOPE ADULT PUBLIC CHARTER SCHOOL (AOH). AOH WAS PREVIOUSLY AWARDED A $50,000 GRANT IN 2022 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. 12500 12500 0 69000 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 CFO 6103351241 591 COLLABORATION WAY SUITE 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 SEAN KELLY PRESIDENT & CEO - LEFT JAN 2023 2.50 50.00 X 0 36330 3419 AMY HARRISON CFO/INTERIM CEO AS OF JAN 2023 0.50 55.25 X 0 441717 45741 0 478047 49160 0 0 1 0 0 166535 166535 95431 95431 2838544 2648589 189955 189955 189955 451921 0 0 285386 69000 69000 9571 9571 10005 10005 10268 10268 651 651 833 833 1027 1027 7876 7876 109231 69000 40231 0 242524 191214 3725041 4130683 4628 0 3972193 4321897 579869 371225 579869 371225 X 2392764 2798305 999560 1152367 3392324 3950672 3972193 4321897 342690 215658 0 X 0 1 X 1 0 X 33101 39641 47200 55737 166535 342214 33101 39641 47200 55737 166535 342214 118963 223251 108885 57102 67491 91733 95431 420642 762856 0.29270 0.34530 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 364995 DUE TO AFFILIATES 6230 371225 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) 22500 0 ADMINISTRATOR-IN-TRAINING (AIT) PILOT PROGRAM PROPOSAL-$20,000STAFF DEVELOPMENT-$2,500 ALZHEIMER'S ASSOCIATION 399 MARKET STREET 102 PHILADELPHIA PA 19106 133039601 501(C)(3) 16500 0 MATCH GRANT SUPPORT FOR ALZHEIMER'S SUPPORT AND RESEARCH. ACADEMY OF HOPE 2315 18TH FL NE WASHINGTON DC 20018 521730021 501(C)(3) 12500 0 TRAINING AND EDUCATION OF ADULT LEARNERS FOR ENTRY INTO HEALTHCARE SECTOR. 3 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 AMY HARRISON CFO/INTERIM CEO AS OF JAN 2023 0 440475 0 0 0 1242 0 5238 0 40503 0 487458 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, CEO, AND CONTROLLER REVIEW THE FORM 990. UPON COMPLETION OF THAT INITIAL REVIEW, THE FORM 990 IS SENT TO THE BOARD AUDIT AND COMPLIANCE COMMITTEE FOR REVIEW, AND THEN SENT TO THE ENTIRE BOARD 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