2024-12-19T13:03:47-06:00 2024-04-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2023-05-01 200366717 THE INTREPID FALLEN HEROES FUND INTR 6463815130 ONE INTREPID SQ-W 46TH ST 12TH A NEW YORK NY 10036 DAVID A WINTERS PRESIDENT 6463815130 2024-12-19 1 1 GARRETT M HIGGINS P00543209 2122862600 2024-12-16 2023 2024-10-15 13:58:12Z DAVID A WINTERS ONE INTREPID SQ-W 46TH ST 12TH AVE NEW YORK NY 10036 7105359 0 X WWW.FALLENHEROESFUND.ORG X 2003 NY THE INTREPID FALLEN HEROES FUND SUPPORTS THE MEN AND WOMEN OF THE ARMED FORCES AND THEIR FAMILIES. 11 10 6 10 0 0 5044596 6754150 0 0 131882 193048 0 74 5176478 6947272 13103107 118100 0 0 720495 762319 0 0 311886 254176 251151 14077778 1131570 -8901300 5815702 12728202 18791375 694358 948166 12033844 17843209 X THE INTREPID FALLEN HEROES FUND SERVES MILITARY PERSONNEL SUFFERING TRAUMATIC BRAIN INJURY AND POST-TRAUMATIC STRESS, AND OTHER SEVERE INJURIES.THE INTREPID FALLEN HEROES FUND SERVES MILITARY PERSONNEL SUFFERING TRAUMATIC BRAIN INJURY, POST-TRAUMATIC STRESS AND OTHER SEVERE INJURIES. WE HAVE BUILT A SERIES OF TWELVE ADVANCED TREATMENT CENTERS PROVIDING THE BEST POSSIBLE CARE, ENABLING THEM TO CONTINUE TO SERVE ON ACTIVE DUTY AND ENJOY A PRODUCTIVE LIFE. WE NOW PROVIDE ONGOING SUPPORT FOR THESE FACILITIES, INCLUDING UPGRADED EQUIPMENT, RESEARCH FUNDING, STAFFING AND PROGRAM SUPPORT. 0 0 322813 108100 0 INTREPID CENTERS ENDURING SUPPORT PROGRAM:THE INTREPID FALLEN HEROES FUND (IFHF) IS LEADING THE EFFORT TO SUPPORT SERVICE MEMBERS SUFFERING THE TERRIBLE EFFECTS OF TRAUMATIC BRAIN INJURY (TBI), POST-TRAUMATIC STRESS (PTS), AND OTHER SEVERE INJURIES, WHICH AFFLICT HUNDREDS OF THOUSANDS OF MILITARY PERSONNEL. OVER THE PAST 18 YEARS, IFHF HAS BUILT A SERIES OF 12 SPECIALLY-DESIGNED TREATMENT FACILITIES AT MILITARY BASES AROUND THE NATION, WITHIN WHICH SERVICE MEMBERS RECEIVE THE MOST ADVANCED AND PROVEN CARE TO ADDRESS THEIR INJURIES. THE GOAL OF TREATMENT IS RETURNING THESE MEN AND WOMEN TO THEIR REGULAR DUTIES IN THE ARMED FORCES AND ALLOWING THEM TO ENJOY A FULL AND PRODUCTIVE LIFE. WITH THE LAST OF THESE CENTERS OPENED IN 2024, IFHF TODAY IS PROVIDING ONGOING SUPPORT FOR THE TREATMENT OF THESE TROOPS IN FIVE MAJOR AREAS: 1) UPGRADING DIAGNOSTIC AND THERAPY EQUIPMENT TO THE LATEST AND MOST EFFECTIVE FACILITIES ARE AVAILABLE FOR PATIENT CARE, 2) ADDITIONAL CLINICAL STAFFING TO PROVIDE MORE AVENUES FOR TREATMENT, 3) RESEARCH TO EXPAND UNDERSTANDING OF THE EFFECTS OF AND BEST TREATMENTS FOR TBI AND PTS, 4) UPGRADES TO PHYSICAL SPACES TO ENHANCE THE ENVIRONMENT OF CARE, 5) SUPPORTING PROGRAMS TO FURTHER ALL ASPECTS OF CARE AND TREATMENT. 10000 10000 0 OTHER PROGRAM SERVICES:IN NOVEMBER 2023, A $10,000 SUPPORT GRANT WAS GIVEN TO A BRITISH NON-PROFIT, WALKING WITH THE WOUNDED, WHICH TREATS AND ASSISTS BRITISH MILITARY PERSONNEL WHO HAVE SUFFERED SEVERE INJURIES IN THE WARS IN IRAQ AND AFGHANISTAN. THE INTREPID FALLEN HEROES FUND HAS A LONG HISTORY OF SUPPORTING BRITISH SERVICE MEMBERS, WHO WERE INCLUDED IN THE FUND'S ORIGINAL PROGRAM OF PROVIDING GRANTS TO FAMILIES OF MILITARY PERSONNEL WHO HAD BEEN KILLED WHILE SERVING IN UNIFORM. 332813 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 4 0 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 1 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY ND OR PA RI SC TN VA WV WI X X X EDYTA M PIATEK 6463815130 ONE INTREPID SQUARE W 46TH ST 12TH NEW YORK NY 10036 DAVID A WINTERS-SEE SCHEDULE O PRESIDENT 20.00 3.00 X X 133325 0 14094 RICHARD T SANTULLI CHAIRMAN 3.00 0.00 X X 0 0 0 DANIEL ASKEY DIRECTOR 1.00 0.00 X 0 0 0 JAMES W CARRIER DIRECTOR 1.00 0.00 X 0 0 0 GENERAL RICHARD A CODY DIRECTOR 1.00 0.00 X 0 0 0 MARTIN L EDELMAN DIRECTOR 1.00 0.00 X 0 0 0 BRIAN D FINN DIRECTOR 1.00 0.00 X 0 0 0 WINSTON FISHER DIRECTOR 1.00 0.10 X 0 0 0 JOSEPH PERELLA DIRECTOR 1.00 0.00 X 0 0 0 JASON RAINEY DIRECTOR 1.00 0.00 X 0 0 0 ANTHONY SICHENZIO DIRECTOR 1.00 0.00 X 0 0 0 EDYTA PIATEK FINANCE OFFICER 40.00 2.00 X 104673 0 27563 LISA YACONIELLO-SEE SCHEDULE O VP/SECRETARY 10.00 0.00 X 37252 0 2540 275250 0 44197 2 0 0 1 SATTERFIELD & PONTIKES CONSTRUCTION INC 3030 LBJ FRWY SUITE 750 DALLAS TX 75234 CONSTRUCTION-FT. BLISS SPIRIT CENTER 7601138 SMITHGROUP 1700 NEW YORK AVENUE NW SUITE 100 WASHINGTON DC 20006 ARCHITECTURAL-FT. BLISS SPIRIT CENTER 346812 2 1507 6752643 158087 6754150 196540 196540 74 74 154595 158087 -3492 -3492 -3492 6947272 0 0 193122 108100 108100 10000 10000 326388 108078 156270 62040 347930 76580 173368 97982 3421 1250 1148 1023 38166 11555 14757 11854 46414 12802 22402 11210 6960 6960 39000 39000 57479 16168 41311 57996 7142 50854 42490 13686 28804 2340 562 1778 34887 34887 REGULATORY FEES 4448 4448 DUES AND SUBSCRIPTIONS 3732 3732 OTHER DIRECTING EXPENSE 1819 521 1298 1131570 332813 486871 311886 2072 4196 9921492 6694324 26636 51836 119 2909 2777883 12038110 12728202 18791375 135526 135897 558832 812269 694358 948166 X 10183397 17187568 1850447 655641 12033844 17843209 12728202 18791375 X 5815702 -6337 X X 0 1 X 1 0 X 7860426 7631329 6764505 5038259 6754150 34048669 7860426 7631329 6764505 5038259 6754150 34048669 8870857 25177812 200054 43290 47046 132125 196614 619129 34667798 0.72630 0.74010 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 CONSTRUCTION IN PROGRESS 12038110 12038110 CONSTRUCTION COSTS PAYABLE 812269 812269 X 7095307 148035 148035 6947272 0 6947272 1285942 148035 6337 154372 1131570 0 1131570 PART X, LINE 2: IFHF RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT HAS DETERMINED THAT IFHF HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. IFHF IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR FISCAL YEARS PRIOR TO 2021. PART XII, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES 6,337. 0 0 0 0 0 0 0 0 0 EUROPE GENERAL SUPPORT FOR PROGRAM SERVICE ACTIVITIES 10000 CHECK 0 1 0 0 0 0 0 0 0 1 US DEPARTMENT OF DEFENSE (DOD) 1400 DEFENSE PENTAGON WASHINGTON DC 203011400 U.S. DOD 0 108100 COST EQUIPMENT TO UPGRADE EQUIPMENT AT THE COMPLETED INTREPID SPIRIT CENTERS. 1 0 PART I, LINE 2: THE ORGANIZATION'S GRANTS ARE EXPENDITURES MADE DIRECTLY BY THE ORGANIZATION, GRANTED TO THE U.S. DEPARTMENT OF DEFENSE. THE GRANT FUNDS WERE EXPENDED DIRECTLY BY THE ORGANIZATION TO PURCHASE EQUIPMENT AT INTREPID SPIRIT CENTERS THAT ARE ALREADY OPERATIONAL. THE INTREPID SPIRIT CENTERS ARE THE PROPERTY OF THE U.S. DEPARTMENT OF DEFENSE. THROUGH DIRECT EXPENDITURE BY THE ORGANIZATION, THE ORGANIZATION HAD COMPLETE OVERSIGHT OF THE USE OF THE FUNDS. 0 0 0 0 0 0 0 1 0 DAVID A WINTERS-SEE SCHEDULE O PRESIDENT 133325 0 0 0 0 0 0 0 14094 0 147419 0 0 0 LISA YACONIELLO-SEE SCHEDULE O VP/SECRETARY 37252 0 0 0 0 0 0 0 2540 0 39792 0 0 0 PART I, LINE 7 INDIVIDUALS REPORTED ON FORM 990, PART VII, SECTION A RECEIVED BOARD APPROVED DISCRETIONARY PERFORMANCE BONUS IN 2023. THE AMOUNT IS REPORTED ON FORM 990, PART VII IN COLUMN (D). FORM 990, PART VII, LINE 5: THE FOLLOWING INDIVIDUALS LISTED IN PART VII, SECTION A, SHARED COMPENSATION FROM AN UNRELATED ORGANIZATION FOR SERVICES PERFORMED FOR THE FILING ORGANIZATION. THE COMPENSATION AMOUNTS BELOW INDICATE THE AMOUNT REPORTED IN PART VII, COLUMN D AND COLUMN F, WHICH REPRESENTS THE AMOUNT ALLOCATED TO THEM FOR THEIR SERVICES PERFORMED FOR THE FILING ORGANIZATION BY INTREPID MUSEUM FOUNDATION, INC., AN UNRELATED ORGANIZATION, AND REIMBURSED BY THE FILING ORGANIZATION TO INTREPID MUSEUM FOUNDATION. NAME: DAVID A. WINTERS TITLE: PRESIDENT COMPENSATION (INCLUDING NONTAXABLE BENEFITS): $147,419 PAID BY INTREPID MUSEUM FOUNDATION, INC. NAME: LISA YACONIELLO TITLE: VICE PRESIDENT/SECRETARY COMPENSATION (INCLUDING NONTAXABLE BENEFITS): $22,138 PAID BY INTREPID MUSEUM FOUNDATION, INC. X 8 158087 SALES PRICE 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 WINSTON FISHER, A DIRECTOR OF THE INTREPID FALLEN HEROES FUND, AND MARTIN EDELMAN, A DIRECTOR OF THE INTREPID FALLEN HEROES FUND, HAVE BUSINESS RELATIONSHIPS WITH ONE ANOTHER. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED AND APPROVED BY THE AUDIT COMMITTEE AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS SUBMITTED ELECTRONICALLY TO MEMBERS OF THE ORGANIZATION'S GOVERNING BODY FOR COMMENTS PRIOR TO ITS SUBMISSION. THE GOVERNING BODY IS PROVIDED WITH ADEQUATE TIME TO REVIEW THE PREPARED FORM 990 AND PROVIDE COMMENTS. ANY COMMENTS ARE THEN GROUPED, SUMMARIZED AND PROVIDED TO THE PRESIDENT AND FINANCE OFFICER FOR THEIR REVIEW. EACH ISSUE IS DOCUMENTED AND ADDRESSED UNTIL THE RETURN IS FINALIZED AND APPROVED FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C THE INTREPID FALLEN HEROES FUND CURRENTLY HAS IN PLACE A CONFLICT OF INTEREST POLICY THAT APPLIES TO ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHICH IT ANNUALLY MONITORS AND ENFORCES. THE BOARD OF DIRECTORS CURRENTLY MANDATES THAT ALL MEMBERS OF THE GOVERNING BODY AND OFFICERS ANNUALLY SIGN A CONFLICT OF INTEREST POLICY FORM AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS THAT MAY EXIST. IF A POTENTIAL OR ACTUAL CONFLICT OF INTEREST EXISTS, THE INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF HIS OR HER FINANCIAL INTEREST TO THE BOARD OF DIRECTORS. AFTER DISCUSSION WITH THE INTERESTED PERSON, HE/SHE MUST LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE FINANCIAL INTEREST AND ITS DETERMINATION AS A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON BY THE BOARD OR COMMITTEE. THE REMAINING BOARD OR COMMITTEE MEMBERS MUST DECIDE IF A CONFLICT OF INTEREST EXISTS. THE DECISION AS TO WHETHER A CONFLICT OF INTEREST EXISTS, AS WELL AS THE CONTENT OF THE DISCUSSION, INCLUDING ANY ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT AND VOTES RELATING TO IT, ARE DOCUMENTED IN THE MINUTES OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15B THE ORGANIZATION'S PRESIDENT AND VP/SECRETARY ARE COMPENSATED BY AN AFFILIATED BUT UNRELATED TAX-EXEMPT ORGANIZATION WITH WHICH IFHF HAS A SHARED EMPLOYEE ARRANGEMENT. THE BOARD OF THE AFFILIATED ORGANIZATION USED A COMPENSATION DETERMINATION PROCESS WHICH INCLUDED COMPARABILITY DATA, BOARD APPROVAL, AND CONTEMPORANEOUS DOCUMENTATION TO DETERMINE THE COMPENSATION OF THE PRESIDENT. THE ORGANIZATION HAS A PROCESS FOR DETERMINING THE COMPENSATION OF THE FINANCE OFFICER WHICH INCLUDES A PERFORMANCE EVALUATION AND COMPENSATION STUDIES AND OTHER COMPARABLE DATA FROM SIMILAR ORGANIZATIONS. A COMPENSATION RECOMMENDATION IS MADE BY THE PRESIDENT OF THE ORGANIZATION TO THE BOARD OF DIRECTORS FOR APPROVAL. THE BOARD'S DECISION IS DOCUMENTED IN THE MINUTES OF THE MEETING. THE PROCESS WAS LAST UNDERTAKEN IN FISCAL YEAR 2023. FORM 990, PART VI, SECTION C, LINE 19 THE INTREPID FALLEN HEROES FUND MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE BY POSTING IT ON THEIR WEBSITE AS WELL AS GUIDESTAR.ORG AND OTHER SIMILAR WEBSITES. IN ADDITION FORMS 990 AS WELL AS THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: PROVISION FOR UNCOLLECTIBLE PLEDGES -6,337. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT IS COMPRISED OF MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS, INCLUDING THE ORGANIZATION'S PRESIDENT, AS WELL AS THE ORGANIZATION'S FINANCIAL OFFICER. THIS COMMITTEE REVIEWS ALL FINANCIAL REPORTS AND STATEMENTS, FORM 990S, AND AUDIT REPORTS. THEY ARE RESPONSIBLE FOR THE SUPERVISION OF THE AUDIT PROCESS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. INTREPID RELIEF FUND ONE INTREPID SQUARE W46TH ST 12TH A NEW YORK NY 10036 136894054 TO PROVIDE SUPPORT FOR PROGRAMS ASSISTING WOUNDED MILITARY PERSONNEL NY 501(C)(3) LINE 7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0