2024-10-10T15:39:12-05:00 2023-12-31 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 3RD FLOOR NEW YORK NY 100172013 990 2023-01-01 131635251 THE ACTORS' FUND OF AMERICA ACTO 2122217300 729 SEVENTH AVENUE 10TH FLOOR NEW YORK NY 10019 CONNIE YOO CFO 2122217300 2024-10-10 1 1 SCOTT THOMPSETT P00741490 2125990100 2023 2024-10-15 13:58:12Z ENTERTAINMENT COMMUNITY FUND CONNIE YOO 729 SEVENTH AVENUE 10TH FLOOR NEW YORK NY 10019 111176407 0 X WWW.ENTERTAINMENTCOMMUNITY.ORG X 1882 NY WE OFFER A SAFETY NET FOR PERFORMING ARTS & ENTERTAINMENT PROFESSIONALS. 42 42 392 197 0 0 35627615 72919137 20303419 25231982 1029426 2546833 -1358893 -1290871 55601567 99407081 5230001 34809830 0 0 28107264 31715125 543631 646531 5801059 18361021 18738039 52241917 85909525 3359650 13497556 166237079 179768789 63687647 61588136 102549432 118180653 X THE ENTERTAINMENT COMMUNITY FUND IS A NATIONAL HUMAN SERVICES ORGANIZATION THAT FOSTERS STABILITY AND RESILIENCY AND PROVIDES A SAFETY NET FOR PERFORMING ARTS AND ENTERTAINMENT PROFESSIONALS OVER THEIR LIFESPAN. (CONTINUED IN SCHEDULE O). 0 0 35226049 18938741 5808813 HUMAN SERVICES (SOCIAL SERVICES, EMPLOYMENT & TRAINING, HEALTH SERVICES AND SENIOR RESIDENTIAL CARE.) THE FUND HELPED MORE THAN 34,000 PEOPLE THROUGH ITS PROGRAMS AND SERVICES. THESE COMPREHENSIVE PROGRAMS ARE DESIGNED TO MEET THE CRITICAL NEEDS OF PERFORMING ARTS AND ENTERTAINMENT PROFESSIONALS. (SEE SCHEDULE O).PROGRAM ACCOMPLISHMENT 1: HUMAN SERVICES (SOCIAL SERVICES, EMPLOYMENT & TRAINING, HEALTH SERVICES AND SENIOR RESIDENTIAL CARE.) THE FUND'S HUMAN SERVICES OFFER COMPREHENSIVE PROGRAMS DESIGNED TO MEET THE CRITICAL NEEDS OF ENTERTAINMENT AND PERFORMING ARTS PROFESSIONALS. IN 2023, THE FUND HELPED MORE THAN 17,408 PEOPLE THROUGH ITS PROGRAMS AND SERVICES. SOCIAL SERVICESTHE FUND OFFERS FREE AND CONFIDENTIAL SOCIAL SERVICE PROGRAMS DESIGNED TO ADDRESS A WIDE ARRAY OF CHALLENGES FACED BY PEOPLE IN PERFORMING ARTS AND ENTERTAINMENT. IN 2023, WE HELPED 17,408 PEOPLE THROUGH OUR FREE AND CONFIDENTIAL SOCIAL SERVICE PROGRAMS. THE WRITERS AND ACTORS' STRIKES RESULTED IN WORK STOPPAGES FOR MOST FILM AND TV PRODUCTIONS AND THE FUND PARTNERED WITH OTHER ENTERTAINMENT INDUSTRY ORGANIZATIONS TO PROVIDE $18M IN EMERGENCY FINANCIAL ASSISTANCE TO 8,849 INDIVIDUALS.YOUTH SERVICESLOOKING AHEAD SUPPORTS YOUNG PERFORMERS IN DEVELOPING THE VALUES, SKILLS AND CONFIDENCE THEY NEED TO SUCCESSFULLY TRANSITION TO FULFILLING ADULT LIVES. IT SERVES YOUNG PEOPLE, THEIR PARENTS AND ALUMNI, THROUGH INDIVIDUAL AND FAMILY COUNSELING, EDUCATIONAL ASSISTANCE, LEADERSHIP DEVELOPMENT, COMMUNITY SERVICE AND SOCIAL EVENTS. AS OF 2023, 910 YOUNG PERFORMERS ARE ENROLLED IN THE PROGRAM.THE CAREER CENTEROUR CAREER COUNSELING, EDUCATION AND TRAINING, JOB DEVELOPMENT AND ENTREPRENEURSHIP SERVICES HELP PEOPLE FIND WORK THAT CAN BE DONE WHILE CONTINUING IN THE INDUSTRY OR WHILE DEVELOPING A NEW PROFESSIONAL DIRECTION. OFFERING CLASSES, SEMINARS, GROUPS, TUITION ASSISTANCE AND COUNSELING, THE CAREER CENTER EMPOWERS PEOPLE IN OUR COMMUNITY TO FIND FULFILLING WORK THAT COMPLEMENTS THEIR INTERESTS AND SKILLS. IN 2023, THE PROGRAM SERVED 3,904 PERFORMING ARTS AND ENTERTAINMENT PROFESSIONALS. CAREER TRANSITION FOR DANCERS AND THE DANCERS' RESOURCE THE FUND HAS LONG SUPPORTED THE DANCE COMMUNITY IN MANAGING THE DEMANDS OF A LIFE IN DANCE. TO ASSIST DANCERS DURING AND POST-CAREER, OUR CAREER TRANSITION FOR DANCERS AND DANCERS' RESOURCE PROGRAMS HELP OUR COMMUNITY AROUND CAREER PLANNING AND TRANSITION, HEALTH, WELLNESS AND SUPPORT FOR INJURED DANCERS, EMERGENCY FINANCIAL ASSISTANCE AND SCHOLARSHIPS. IN 2023, 375 DANCERS RECEIVED SERVICES AND CAREER TRANSITION FOR DANCERS PROGRAM PROVIDED $121,899 IN EDUCATIONAL SCHOLARSHIPS TO 48 DANCERS.HEALTH SERVICESOUR ARTISTS HEALTH INSURANCE RESOURCE CENTER PROVIDES WORKSHOPS AND SEMINARS WITH COMPREHENSIVE INFORMATION ON THE LATEST INSURANCE OPTIONS, AND HELPS INDIVIDUALS IDENTIFY AND ENROLL IN HEALTH INSURANCE COVERAGE. IN 2023, 3,763 PARTICIPATED IN THE PROGRAM, WITH 1,852 COMPLETING ENROLLMENT IN HEALTH INSURANCE COVERAGE. IN PARTNERSHIP WITH THE MOUNT SINAI HEALTH SYSTEM, THE FRIEDMAN HEALTH CENTER FOR THE PERFORMING ARTS IN TIMES SQUARE, NEW YORK CITY, IS THE ONLY HEALTH CENTER IN NYC SOLELY FOCUSED ON THE PARTICULAR HEALTH CARE NEEDS OF THOSE WHO WORK IN PERFORMING ARTS AND ENTERTAINMENT. IT OFFERS PRIMARY AND SPECIALTY CARE AND ACCEPTS MOST INSURANCES PLANS, INCLUDING COMMERCIAL INSURANCES, SEVERAL MARKETPLACE/EXCHANGE PLANS, MEDICARE AND WORKERS' COMPENSATION. IN 2023, 8,081 PATIENTS WERE SERVED. 24314113 0 18994355 THE ACTORS FUND HOME IS A 169-BED HEALTH CARE FACILITY PROVIDING SKILLED NURSING, SHORT-STAY REHABILITATION, ASSISTED LIVING AND DEMENTIA CARE IN ENGLEWOOD, NEW JERSEY, FOR MEMBERS OF THE PERFORMING ARTS AND ENTERTAINMENT COMMUNITY. THE HOME IS A GOLD STANDARD FOR SENIOR CARE AND A RECIPIENT OF THE HIGHEST RATING OF 5 STARS FROM THE CENTERS FOR MEDICARE AND MEDICAID SERVICES, AS WELL AS A PERFECT SURVEY FROM THE NEW JERSEY STATE DEPARTMENT OF HEALTH. (SEE SCHEDULE O).PROGRAM ACCOMPLISHMENT 2: THE ACTORS FUND HOMETHE ACTORS FUND HOME PROVIDES RESIDENTIAL HEALTH CARE AT A 169-BED HEALTH CARE FACILITY IN ENGLEWOOD, NEW JERSEY. SKILLED NURSING, SHORT-STAY REHABILITATION, ASSISTED LIVING AND DEMENTIA CARE IS PROVIDED THERE FOR MEMBERS OF THE PERFORMING ARTS AND ENTERTAINMENT COMMUNITY. 18476997 15871089 428814 AFFORDABLE AND SUPPORTIVE HOUSING IS A CRITICAL CONCERN FOR MANY IN THE PERFORMING ARTS AND ENTERTAINMENT INDUSTRY. WITH EDUCATION PROGRAMS AND THROUGH MARKETING OUTREACH, THE FUND HELPS PERFORMING ARTS AND ENTERTAINMENT PROFESSIONALS SECURE HOUSING; IT ALSO DEVELOPS AND OPERATES AFFORDABLE, SUPPORTIVE AND SPECIAL NEEDS HOUSING THROUGH ITS SUBSIDIARY, THE ACTORS FUND HOUSING DEVELOPMENT CORPORATION. (SEE SCHEDULE O).PROGRAM ACCOMPLISHMENT 3: HOUSINGHOUSING IS A CRITICAL CONCERN FOR PEOPLE WHO WORK IN PERFORMING ARTS AND ENTERTAINMENT. THE FUND WORKS TO INCREASE ACCESS TO AFFORDABLE HOUSING FOR OUR COMMUNITY. THE DOROTHY ROSS FRIEDMAN RESIDENCE, A 178-UNIT AFFORDABLE, AND SUPPORTIVE HOUSING RESIDENCE ON WEST 57TH STREET IN MANHATTAN, NYC, PROVIDES HOUSING TO SPECIAL LOW-INCOME ENTERTAINMENT PROFESSIONALS, INCLUDING SENIORS, WORKING PROFESSIONALS, AND PERSONS LIVING WITH HIV/AIDS. SOCIAL SERVICES AND A VIBRANT ACTIVITIES PROGRAM HELPED RESIDENTS BUILD COMMUNITY, FOCUS ON HEALTH AND WELLNESS AND STAY ENGAGED, CREATIVE AND ACTIVE.THE PALM VIEW IS A 40 UNIT AFFORDABLE HOUSING FACILITY IN WEST HOLLYWOOD, CALIFORNIA, THAT IS AVAILABLE TO LOW-INCOME PEOPLE LIVING WITH HIV/AIDS AND SENIORS WITH DISABILITIES. THE SCHERMERHORN RESIDENCE IN DOWNTOWN BROOKLYN PROVIDES 217 UNITS OF AFFORDABLE, SUPPORTIVE HOUSING FOR LOW-INCOME PROFESSIONALS IN ENTERTAINMENT AND PERFORMING ARTS AND COMMUNITY RESIDENTS, AS WELL AS FORMERLY HOMELESS INDIVIDUALS LIVING WITH HIV/AIDS OR CHRONIC MENTAL ILLNESS. HOUSED IN THE BUILDING IS THE MARK O'DONNELL THEATER AT THE ACTORS FUND ARTS CENTER, A 2,000 SQ FT BLACK BOX THEATER THAT OFFERS LOW-COST REHEARSAL AND PERFORMANCE SPACE TO MORE THAN 60 SMALL ARTS GROUPS AND INDIVIDUAL ARTISTS EACH YEAR. IN ADDITION TO OUR THREE EXISTING AFFORDABLE HOUSING RESIDENCES, OUR HOUSING RESOURCE CENTER PROVIDES ONE-ON-ONE CONSULTATIONS, ONLINE INFORMATION VIA OUR HOUSING BULLETIN BOARD AND AFFORDABLE HOUSING SEMINARS IN NEW YORK AND LOS ANGELES. 78017159 1 1 0 1 0 0 0 0 1 1 1 0 1 1 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 193 0 1 392 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 42 42 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR CA CO DC FL GA HI IL KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV X X CONNIE YOO 2122217300 729 SEVENTH AVENUE 10TH FLOOR NEW YORK NY 10019 JOSEPH BENINCASA PRESIDENT & CEO (NON-VOTING) 40.00 11.00 X X 697808 0 125894 ANNETTE BENING CHAIRMAN OF THE BOARD 10.00 0.00 X X 0 0 0 PHILIP S BIRSH VICE CHAIR 5.00 0.00 X X 0 0 0 BEBE NEUWIRTH VICE CHAIR (THRU 06/2023) 1.00 0.00 X X 0 0 0 LEE H PERLMAN TREASURER 5.00 0.00 X X 0 0 0 ABBY SCHROEDER SECRETARY 5.00 0.00 X X 0 0 0 DEBBIE ALLEN TRUSTEE 1.00 0.00 X 0 0 0 GREG BERLANTI TRUSTEE 1.00 0.00 X 0 0 0 JEFFREY BOLTON TRUSTEE 1.00 0.00 X 0 0 0 CAROLYN CARTER TRUSTEE 1.00 0.00 X 0 0 0 DUNCAN CRABTREE-IRELAND TRUSTEE 1.00 0.00 X 0 0 0 NIKO ELMALEH TRUSTEE 1.00 0.00 X 0 0 0 ANDREW FLATT TRUSTEE 1.00 0.00 X 0 0 0 JANE FRIEDMAN TRUSTEE 1.00 0.00 X 0 0 0 HAL GOLDBERG TRUSTEE 1.00 0.00 X 0 0 0 ELLIOT GREENE TRUSTEE 1.00 0.00 X 0 0 0 HEATHER HITCHENS TRUSTEE 1.00 0.00 X 0 0 0 SHARON KARMAZIN TRUSTEE 1.00 0.00 X 0 0 0 BROOKE KENNEDY TRUSTEE 1.00 0.00 X 0 0 0 CHRIS KEYSER TRUSTEE 1.00 0.00 X 0 0 0 ROCCO LANDESMAN TRUSTEE (AS OF 06/2023) 1.00 1.00 X 0 0 0 STEWART LANE TRUSTEE (AS OF 06/2023) 1.00 1.00 X 0 0 0 KENNY LEON TRUSTEE 1.00 0.00 X 0 0 0 PAUL LIBIN TRUSTEE 1.00 0.00 X 0 0 0 MATTHEW LOEB TRUSTEE 1.00 0.00 X 0 0 0 NANCY S MACMILLAN TRUSTEE (THRU 06/2023) 1.00 0.00 X 0 0 0 BRIAN STOKES MITCHELL TRUSTEE 1.00 0.00 X 0 0 0 JAMES L NEDERLANDER TRUSTEE 1.00 0.00 X 0 0 0 RUTH NERKEN TRUSTEE 1.00 0.00 X 0 0 0 LAURA PENN TRUSTEE (AS OF 06/2023) 1.00 0.00 X 0 0 0 TYLER PERRY TRUSTEE 1.00 0.00 X 0 0 0 BILLY PORTER TRUSTEE 1.00 0.00 X 0 0 0 DAVID RAMBO TRUSTEE 1.00 0.00 X 0 0 0 LAUREN REID TRUSTEE 1.00 0.00 X 0 0 0 CHARLOTTE ST MARTIN TRUSTEE 1.00 0.00 X 0 0 0 KATE SHINDLE TRUSTEE 1.00 0.00 X 0 0 0 JACK TANTLEFF TRUSTEE (AS OF 06/2023) 1.00 0.00 X 0 0 0 HENRY TISCH TRUSTEE 1.00 0.00 X 0 0 0 ALVIN VINCENT JR TRUSTEE 1.00 0.00 X 0 0 0 TOM VIOLA TRUSTEE 1.00 0.00 X 0 0 0 ROBERT WANKEL TRUSTEE 1.00 1.00 X 0 0 0 JOSEPH H WENDER TRUSTEE 1.00 1.00 X 0 0 0 ELIZABETH REIKO KUBOTA WHITNEY TRUSTEE 1.00 0.00 X 0 0 0 CHANDRA WILSON TRUSTEE 1.00 0.00 X 0 0 0 ALLISON WRIGHT TRUSTEE 1.00 0.00 X 0 0 0 BARBARA DAVIS COO & ASSISTANT SECRETARY 40.00 11.00 X 393563 0 106198 CONNIE YOO CHIEF FINANCIAL OFFICER 40.00 1.00 X 320491 0 96525 THOMAS EXTON CHIEF ADVANCEMENT OFFICER 40.00 0.00 X 291522 0 86290 JORDAN STROHL EXECUTIVE DIR., ACTORS FUND HOME 40.00 1.00 X 273515 0 107959 KEITH MCNUTT EXECUTIVE DIRECTOR, WESTERN REGION 40.00 10.00 X 239348 0 78681 THOMAS BORCHARD DIRECTOR OF HR AND ADMIN. 35.00 0.00 X 177323 0 51922 TAMAR SHAPIRO MANAGING DIR. OF SOCIAL SERVICES 35.00 0.00 X 203515 0 86269 TINA HOOKOM DIRECTOR OF SOCIAL SERVICES 35.00 0.00 X 166960 0 72314 JOHN TORRES MANAGING DIRECTOR OF IT 35.00 0.00 X 171602 0 60776 DANIEL ARNOW EXECUTIVE DIRECTOR, AFHDC 35.00 10.00 X 166729 0 13995 3102376 0 886823 45 0 1 0 FUNCTIONAL PATHWAYS 10133 SHERILL BLVD KNOXVILLE TN 37932 THERAPY 1286187 TWOMAGNETS INC 340 S LEMON AVENUE WALNUT CA 91789 TEMP AGENCY 766771 HITT CONTRACTING INC 3733 MOTOR AVENUE LOS ANGELES CA 90034 CONSTRUCTION 682814 GRANT THORNTON LLP 757 THIRD AVENUE NEW YORK NY 10017 ACCOUNTING 334526 KMH AUDIO-VIDEO INTEGRATION INC 254 36TH STREET BROOKLYN NY 11232 TECHNOLOGY SERVICES 311732 16 2826595 1700347 68392195 8179105 72919137 NET PATIENT AND RESIDENT SERVICES 900099 18994355 18994355 CONTRACT SERVICES 900099 6237627 6237627 25231982 1785503 1785503 10966280 10204950 761330 761330 761330 273505 2826595 1564376 -1290871 -1290871 99407081 25231982 0 1255962 15871089 15871089 18938741 18938741 2817794 1744053 458201 615540 21409827 19475736 466777 1467314 1082848 957442 43236 82170 4559785 4129494 111060 319231 1844871 1625747 67345 151779 96429 62471 5183 28775 243510 98819 120480 24211 646531 646531 169391 169391 3903123 3134434 22649 746040 138424 76377 62047 1162183 540332 53529 568322 1273729 887352 104799 281578 3606753 2812201 273914 520638 257973 177227 25071 55675 416425 393001 9943 13481 864017 863761 113 143 2463612 2242115 99850 121647 633557 551437 59766 22354 THE HOME EXPENSES 2084137 2084137 BAD DEBT 767162 767162 HEALTH CENTER SUBSIDY 584031 584031 FUNDRAISING 73583 73583 85909525 78017159 2091307 5801059 16055090 15300613 13237412 22676678 6449725 8682752 2334656 2888038 16921750 16921750 2007458 1972772 69829141 31371375 38233928 38457766 27432313 29524741 5219167 5756162 22190063 22282817 16155517 15304700 166237079 179768789 5888226 5877226 886753 1218372 22037630 21220762 4788846 4819596 9434749 9068665 20651443 19383515 63687647 61588136 X 66112341 74715565 36437091 43465088 102549432 118180653 166237079 179768789 X 13497556 1743803 389862 X 0 1 X 1 1 1 X 20083326 68491946 40896495 35627615 72919137 238018519 20083326 68491946 40896495 35627615 72919137 238018519 11574836 226443683 803044 681165 801635 1554262 1785503 5625609 968112 17750 587510 136025 273505 1982902 245627030 100104881 0.92190 0.95010 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS SPECIAL EVENTS INCOME - 2019 AMOUNT: $ 968,112. 2020 AMOUNT: $ 17,750. 2021 AMOUNT: $ 587,510. 2022 AMOUNT: $ 136,025. 2023 AMOUNT: $ 273,505. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 85909525 85909525 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 PART II-A: THE FUND DID NOT ENGAGE IN ANY LOBBYING ACTIVITIES IN CALENDAR YEAR 2023. THE ORGANIZATION IS SOLELY FILING A SCHEDULE C BECAUSE IT PREVIOUSLY MADE THE 501(H) LOBBYING ELECTION AND IS REQUIRED TO FILE THE SCHEDULE C ACCORDINGLY. 0 1 X 16346993 1896898 175607 18068284 19914815 -2062279 1505543 16346993 17822653 7500 2084662 0 19914815 17738882 10000 824159 750388 17822653 14927959 548502 2912130 649709 17738882 0.16650 0.83350 0 0 100000 100000 54849094 22087108 32761986 4835812 3128149 1707663 2343233 1610466 732767 7701002 4545652 3155350 38457766 FRIEDMAN RESIDENCE 17673447 F PALM VIEW HOUSING 4609370 F 22282817 RIGHT OF USE ASSETS - OPERATING 10925416 INTERCOMPANY RECEIVABLES 2541503 457 PLAN ASSET 1837781 15304700 OPERATING LEASE LIABILITIES 13659033 POST RETIREMENT BENEFITS OBLIGATION 2724785 OTHER LONG TERM LIABILITIES 1564111 ANNUITY PAYMENT LIABILITY 1435586 19383515 X PART IV, LINE 2B: THE FUND ADMINISTERS THE "UNCLAIMED COOGAN TRUST", FUNDS ENTRUSTED TO THE FUND COLLECTED FROM THE ENTERTAINMENT EMPLOYERS FOR UN-EMANCIPATED MINORS RENDERING ARTISTIC OR CREATIVE SERVICES PURSUANT TO CALIFORNIA STATE LAW. THE FUND HAS BEEN DESIGNATED AS THE TRUSTEE OF THE UNCLAIMED FUNDS COLLECTED AND PAYS THE FUNDS TO THE STIPULATED BENEFICIARIES OR THE ESTATE OF THE RESPECTIVE BENEFICIARIES OR TRANSFERS THE FUNDS TO THEIR COOGAN CASH ACCOUNT BEFORE THE RESPECTIVE MINOR REACHES THE AGE OF MATURITY OR BECOMES EMANCIPATED. PART V, LINE 4: THE FUND MAINTAINS AN ENDOWMENT FUND TO SUPPORT ITS PROGRAMS. THE ENDOWMENT IS MANAGED SO THAT ITS PRINCIPAL MUST BE INVESTED AND KEPT INTACT IN PERPETUITY. PART X, LINE 2: THE FUND FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS "MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE FUND IS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC. THE FUND HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS, TO IDENTIFY AND REPORT UNRELATED INCOME, TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS, AND TO IDENTITY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE FUND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN ITS FINANCIAL STATEMENTS. X X X X X 1 CREATIVE FUNDRAISING ADVISORS 90 DALE STREET SOUTH ST PAUL MN 55102 CONSULTANT 0 27580081 338250 27241831 LAUTMAN MASKA NEILL & COMPANY 1730 RHODE ISLAND AVENUE NW SUITE WASHINGTON DC 20036 CONSULTANT 0 3133981 162000 2971981 RESOURCE & EVENT MANAGEMENT LIMITED 232 MADISON AVENUE SUITE 1107 NEW YORK NY 10016 CONSULTANT 1 1141708 140000 1001708 CHARITY BUZZ 437 FIFTH AVENUE 11TH FLOOR NEW YORK NY 10016 AUCTION 1 90772 6281 84491 31946542 646531 31300011 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN TX UT VA WA WV WI ANNUAL GALA 1141708 1006408 135300 169551 163232 82735 36658 RAGTIME 1033254 926474 106780 343021 33438 402759 91979 28 925138 893713 31425 53520 62823 35989 88671 3100100 2826595 273505 566092 259493 521483 217308 1564376 -1290871 1 ACTORS FUND HOUSING DEVELOPMENT CORP C/O THE ACTORS FUND 729 SEVENTH AVENUE NEW YORK NY 10019 800522071 501(C)(3) 15871089 0 HOUSING SUBSIDY 1 FINANCIAL ASSISTANCE 8920 18938741 PART I, LINE 2: THE FUND HAS IMPLEMENTED SEVERAL PROTOCOLS IN PLACE TO ENSURE THAT ALL GRANT RECIPIENTS USE THE FUNDS IN THE MANNER INTENDED: 1. CLIENTS MUST SUBMIT AN ONLINE APPLICATION AND SUBMIT THE REQUIRED DOCUMENTATIONS, EARNINGS HISTORY, BANK STATEMENTS, EXPENSE RECEIPTS/BILLS SUPPORTING FINANCIAL ASSISTANCE NEED, AND IF APPLICABLE, UNION MEMBERSHIP. EACH APPLICATION IS REVIEWED BY A SOCIAL WORKER AND APRROVED BY A SOCIAL WORKER SUPERVISOR. 2. FOR ALL GRANTEES THAT RECEIVE ASSISTANCE ON A CONTINUAL BASIS, THEY ARE REQUIRED TO MEET WITH THEIR COUNSELOR TO REVIEW BUDGETS AND FINANCIAL NEED. 3. ACCOUNTING PROVIDES SOCIAL SERVICES WITH A LIST OF UNCASHED CHECKS (ON QUARTERLY BASIS) AND EXPIRED ELECTRONIC PAYMENTS (ON MONTHLY BASIS) THAT ARE REVIEWED BY COUNSELOR AND GRANTEE. IF CHECKS/ELECTRONIC PAYMENTS CONTINUE TO GO UNCASHED, SOCIAL SERVICES WILL STOP PROVIDING ASSISTANCE. THE FUND HAS PARTNERED WITH OTHER ENTERTAINMENT INDUSTRY ORGANIZATIONS TO PROVIDE EMERGENCY FINANCIAL ASSISTANCE TO THOSE IN IMMEDIATE FINANCIAL NEED. FUNDS ARE AVAILABLE TO UNION AND NON-UNION WORKERS IN ENTERTAINMENT AND THE PERFORMING ARTS. EMERGENCY FINANCIAL ASSISTANCE IS AVAILABLE FOR PEOPLE WHO ARE UNABLE TO PAY BASIC LIVING EXPENSES (FOOD/HOUSING/HEALTH CARE). INDIVIDUALS AND FAMILIES MAY SUBMIT APPLICATIONS ONLINE TO THE FUND AND WILL BE REVIEWED TO ENSURE THEY MEET ELIGIBILITY AND NEED REQUIREMENTS. ONCE THE FUND HAS DETERMINED THAT THE INDIVIDUAL MEETS THESE REQUIREMENTS, THE FUNDS ARE DISBURSED AND NO FURTHER MONITORING OF THE FUNDS ARE REQUIRED. X 0 1 X X X X 0 1 0 0 0 0 0 1 0 JOSEPH BENINCASA PRESIDENT & CEO (NON-VOTING) 474894 0 125000 0 97914 0 86579 0 39315 0 823702 0 0 0 BARBARA DAVIS COO & ASSISTANT SECRETARY 369949 0 15214 0 8400 0 65393 0 40805 0 499761 0 0 0 CONNIE YOO CHIEF FINANCIAL OFFICER 299522 0 12569 0 8400 0 52731 0 43794 0 417016 0 0 0 JORDAN STROHL EXECUTIVE DIR., ACTORS FUND HOME 243844 0 19621 0 10050 0 58547 0 49412 0 381474 0 0 0 THOMAS EXTON CHIEF ADVANCEMENT OFFICER 274056 0 11466 0 6000 0 44290 0 42000 0 377812 0 0 0 KEITH MCNUTT EXECUTIVE DIRECTOR, WESTERN REGION 220300 0 9270 0 9778 0 34490 0 44191 0 318029 0 0 0 TAMAR SHAPIRO MANAGING DIR. OF SOCIAL SERVICES 176838 0 26677 0 0 0 27259 0 59010 0 289784 0 0 0 TINA HOOKOM DIRECTOR OF SOCIAL SERVICES 143182 0 22400 0 1378 0 11293 0 61021 0 239274 0 0 0 JOHN TORRES MANAGING DIRECTOR OF IT 158684 0 12918 0 0 0 10918 0 49858 0 232378 0 0 0 THOMAS BORCHARD DIRECTOR OF HR AND ADMIN. 170123 0 7200 0 0 0 13948 0 37974 0 229245 0 0 0 DANIEL ARNOW EXECUTIVE DIRECTOR, AFHDC 160240 0 6489 0 0 0 11981 0 2014 0 180724 0 0 0 PART I, LINE 1A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE FOR THE YEAR ENDING DECEMBER 31, 2023, THE PRESIDENT & CEO RECEIVED A HOUSING ALLOWANCE THAT WAS INCLUDED IN HIS W-2 AND REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III). PART I, LINE 4B FOR THE YEAR ENDING DECEMBER 31, 2023, JOSEPH BENINCASA - PRESIDENT & CEO, BARBARA DAVIS - CHIEF OPERATING OFFICER, CONNIE YOO - CHIEF FINANCIAL OFFICER, THOMAS EXTON - CHIEF ADVANCEMENT OFFICER, AND JORDAN STROHL - EXECUTIVE DIR., ACTORS FUND HOME, PARTICIPATED IN THE ORGANIZATION'S SUPPLEMENTAL 457(F) NONQUALIFIED RETIREMENT PLAN. THE AMOUNTS INCLUDED FOR 2023 WERE $38,492, $17,323, $5,417, $138, AND $20,000, RESPECTIVELY. SECTION 457(F) DEFERRALS FOR THESE INDIVIDUALS ARE REPORTED IN SCHEDULE J, PART II, COLUMN (C). PART I, LINE 7 THE FUND AWARDED BONUSES TO SELECTIVE STAFF REPORTED ON THE FORM 990, SCHEDULE J, PART II. ALL BONUSES WERE BASED ON MEETING OR EXCEEDING CERTAIN OBJECTIVE PERFORMANCE METRICS. THE PRESIDENT & CEO'S BONUS WAS APPROVED BY THE EXECUTIVE COMMITTEE. ALL OTHER BONUSES WERE AUTHORIZED BY THE PRESIDENT & CEO WITHOUT INPUT BY THE INDIVIDUAL RECEIVING THE BONUS. A NEW JERSEY ECONOMIC DEVELOPMENT AUTHORITY 222045817 2016-08-04 25000000 SEE PART VI 0 0 0 A 3779238 25000000 920150 400000 18851042 4828808 2018 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 SCHEDULE K, PART I, COLUMN (F) - DESCRIPTION OF PURPOSE: THE 2016 BOND WAS ISSUED TO PROVIDE FUNDING FOR THE RECONSTRUCTION AND EXPANSION OF THE FUND HOME AS WELL AS THE REFUNDING OF PREVIOUS BOND ISSUES. SCHEDULE K, PART IV: THE FUND COMMISSIONED AN ARBITRAGE REBATE CALCULATION FROM AN INDEPENDENT THIRD PARTY ON SEPTEMBER 21, 2022. THE REBATE ANALYSIS/REPORT CONFIRMED THAT THERE IS NO REBATE OR YIELD RESTRICTION LIABILITIES FOR THE COMPUTATION PERIOD ENDING AUGUST 4, 2021 ON ITS EXISTING 2016 BOND. X 42 8179105 FMV 0 1 1 PART I, LINE 32B: TO THE EXTENT THAT THE ORGANIZATION RECEIVES NON-CASH CONTRIBUTIONS (I.E. SECURITIES), THE FUND WILL UTILIZE A THIRD PARTY BROKER TO DISPOSE OF THE SECURITIES. FORM 990, PART III, LINE 1 VISION: THE ENTERTAINMENT COMMUNITY FUND ENVISIONS A WORLD IN WHICH INDIVIDUALS CONTRIBUTING TO OUR COUNTRY'S CULTURAL VIBRANCY ARE SUPPORTED, VALUED AND ECONOMICALLY SECURE. VALUES: WE RECOGNIZE THE CONTRIBUTIONS OF EACH INDIVIDUAL, AND PROMOTE TRUST AND MUTUAL RESPECT. WE COLLABORATE AND SHARE INFORMATION, SKILLS AND KNOWLEDGE WITH EACH OTHER AND OUR COMMUNITY. WE ENCOURAGE AND CELEBRATE CURIOSITY, CREATIVITY AND INNOVATION. WE EMBRACE DIVERSITY AND SEEK EQUITY, INCLUSION AND DIGNITY FOR ALL. WE HOLD OURSELVES AND EACH OTHER ACCOUNTABLE FOR THE INTEGRITY OF OUR SERVICES, TO BEING GOOD STEWARDS AND MAINTAINING THE TRUST OF OUR CLIENTS AND SUPPORTERS. THROUGH OFFICES IN NEW YORK, LOS ANGELES, AND CHICAGO, THE FUND SERVES EVERYONE IN FILM, THEATER, TELEVISION, MUSIC, OPERA, RADIO, AND DANCE WITH PROGRAMS INCLUDING SOCIAL SERVICES AND EMERGENCY FINANCIAL ASSISTANCE, HEALTH CARE, AND INSURANCE COUNSELING, HOUSING, AND SECONDARY EMPLOYMENT AND TRAINING SERVICES. FORM 990, PART VI, SECTION A, LINE 2: MANY ENTERTAINMENT COMMUNITY FUND TRUSTEES WORK IN THE ENTERTAINMENT INDUSTRY. THESE INDIVIDUALS ENTER INTO BUSINESS ARRANGEMENTS AMONG THEMSELVES. THESE RELATIONSHIPS ARE FLUID THROUGHOUT ANY GIVEN YEAR AND SO IDENTIFYING EACH AND EVERY ONE IS VERY DIFFICULT. THESE BUSINESS RELATIONSHIPS HAVE NO IMPACT ON THE FUND'S OPERATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCE DEPARTMENT. A COPY OF THE DRAFT FORM 990 WAS CIRCULATED TO THE FULL BOARD OF TRUSTEES FOR DISCUSSION AND COMMENT. EACH BOARD MEMBER WAS PROVIDED AMPLE OPPORTUNITY TO COMMENT ON THE INFORMATION CONTAINED IN THE 990 PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE FUND HAS A WRITTEN CONFLICT OF INTEREST POLICY FOR KEY EMPLOYEES AND TRUSTEES. THE OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE THE CONFLICT OF INTEREST POLICY FORM AND SIGN ON AN ANNUAL BASIS AT A MINIMUM, AND INFORM THE ORGANIZATION WHEN THE CONFLICT OF INTEREST CIRCUMSTANCES ARISE. FORM 990, PART VI, SECTION B, LINE 15 THE FUND UNDERTAKES A VERY THOROUGH AND COMPREHENSIVE PROCESS TO ENSURE THAT THE COMPENSATION IT PAYS TO ITS PRESIDENT AND CEO IS COMPARABLE TO OTHER PEER INSTITUTIONS IN THE MARKET IN WHICH THE ORGANIZATION OPERATES. THE FUND COMMISSIONS A COMPENSATION SURVEY FROM AN INDEPENDENT THIRD-PARTY EXECUTIVE COMPENSATION SPECIALIST BIENNIAL. THE COMPENSATION CONSULTANT VALIDATES THE ORGANIZATION'S COMPETITIVE POSITION WITHIN THE MARKETPLACE BY REGION, BY PEER INSTITUTION (I.E. ORGANIZATIONS WITH A SIMILAR MISSION, SIMILAR SIZE AND OPERATIONAL BUDGET). COMPENSATION FOR THE PRESIDENT AND ALL OTHER OFFICERS AND KEY EMPLOYEES REPORTED IN THE FORM 990 IS REVIEWED BY THE FUND'S COMPENSATION COMMITTEE AND APPROVED BY THE EXECUTIVE COMMITTEE. THESE DECISIONS ARE FORMALIZED AND DOCUMENTED IN THE ORGANIZATION'S COMMITTEE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE FUND'S FORM 990 AND FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. THE FUND'S FORM 990 IS ALSO POSTED ON THE INTERNET AT WWW.GUIDESTAR.ORG. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND AT MANAGEMENT'S DISCRETION. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 213,354. PENSION BENEFIT RELATED ACTIVITIES, OTHER THAN NET PERIODIC PENSION COST 176,508. ENTERTAINMENT HEALTH INSURANCE SOLUTIONS 5757 WILLSHIRE BLVD SUITE 4000 LOS ANGELES CA 90036 832666535 INSURANCE BROKER NY 0 0 N/A ACTORS FUND PRODUCTIONS LLC 729 SEVENTH AVE 10TH FL NEW YORK NY 10019 863858113 EVENTS DE 0 0 N/A TAF HAC BUILDING LLC 5757 WILSHIRE BLVD SUITE 400 LOS ANGELES CA 90036 131635251 HOUSING CA 0 0 N/A ENTERTAINMENT COMMUNITY INSURANCE SERVICES LLC 729 SEVENTH AVE 10TH FL NEW YORK NY 10019 871805081 INSURANCE BROKER NY 0 0 N/A ACTORS FUND HOUSING DEVELOPMENT CORP 729 SEVENTH AVENUE 10TH FLOOR NEW YORK NY 10019 800522071 HOUSING NY 501(C)(3) LINE 7 ACTORS FUND 1 AURORA HOUSING DEVELOPMENT FUND CORP 729 SEVENTH AVENUE 10TH FLOOR NEW YORK NY 10019 061401959 DORMANT NY 501(C)(3) LINE 7 ACTORS FUND 1 HOLLYWOOD ARTS BUILDING QALICB 5757 WILSHIRE BLVD SUITE 400 LOS ANGELES CA 90036 873343478 HOUSING CA 501(C)(3) LINE 12B, II ACTORS FUND 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ACTORS FUND HOUSING DEVELOPMENT CORP B 15871089 FMV