2025-02-17T12:45:19-06:00 2024-03-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2023-04-01 136119740 FELLOWSHIP FUND FOR THE AGED HOUSING CO FELL 2129717600 520 8TH AVENUE 5TH FLOOR NEW YORK NY 10018 STUART C KAPLAN PRESIDENT/CEO 2129717600 2025-02-17 1 1 EVA MRUK P00543254 2122862600 2025-02-17 2023 2025-03-06 01:10:19Z STUART C KAPLAN 520 8TH AVENUE 5TH FLOOR NEW YORK NY 10018 321011 0 X N/A X 1960 NY TO SUPPORT SUBSIDIZED HOUSING FOR LOW INCOME SENIOR CITIZENS. 5 4 0 5 0 0 0 0 308367 321011 0 0 0 0 308367 321011 0 0 0 0 0 0 0 0 0 0 0 0 0 308367 321011 7839663 8160674 3836 3836 7835827 8156838 TO SUPPORT SUBSIDIZED HOUSING FOR LOW INCOME SENIOR CITIZENS. 0 0 0 0 321011 THE ORGANIZATION IS THE HOLDER OF PROMISSORY NOTES FROM A RELATED PARTY. THE FUNDING WAS PROVIDED FOR THE PURPOSE OF PROVIDING AFFORDABLE HOUSING TO LOW INCOME SENIOR CITIZENS. 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 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 5 4 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 NY X X DARCY GREEN - DOUGLAS ELLIMAN PROPERTY MGMT 2126928351 675 THIRD AVENUE NEW YORK NY 10017 STUART KAPLAN PRESIDENT/CEO/DIRECTOR 0.10 46.00 X X 0 1025384 103218 EVELYN J WOLFF ASST. SECRETARY/DIRECTOR 0.10 5.00 X X 0 0 0 ERNEST L BIAL CHAIRMAN/DIRECTOR 0.10 4.00 X X 0 0 0 DENNIS BAUM VICE PRESIDENT/DIRECTOR 0.10 5.00 X X 0 0 0 VICTOR A WYLER SECRETARY/TREAS./DIRECTOR 0.10 4.00 X X 0 0 0 0 1025384 103218 0 0 1 0 0 PRI - INTEREST 522291 321011 321011 321011 321011 321011 0 0 0 0 0 0 10144 10144 7829519 8150530 7839663 8160674 3836 3836 3836 3836 X 7835827 8156838 7835827 8156838 7839663 8160674 321011 0 X 0 1 X 0 0 X X 1 SELFHELP COMMUNITY SERVICES INC 131624178 10 0 0 321011 1 0 321011 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION A, LINE 1: THE SUPPORTED ORGANIZATION IS DESIGNATED IN THE SUPPORTING ORGANIZATION'S ORGANIZING DOCUMENT BY PURPOSE INSTEAD OF BY NAME. THE ORGANIZATION'S PURPOSE, MORE SPECIFICALLY, IS TO DEVELOP HOUSING PROJECTS FOR PERSONS OF LOW-INCOME. THE SUPPORTING ORGANIZATION'S ARTICLES OF INCORPORATION MEET THE ORGANIZATIONAL TEST SINCE THE SUPPORTING ORGANIZATION IS OPERATING TO SUPPORT AND BENEFIT THE SUPPORTED ORGANIZATION'S PURPOSES. PART IV, SECTION C, LINE 1: THE SUPPORTING ORGANIZATION IS SUPERVISED AND CONTROLLED IN CONNECTION WITH ITS SUPPORTED ORGANIZATION. CONTROL AND MANAGEMENT OF THE SUPPORTING ORGANIZATION IS PLACED WITH THE SAME PERSONS THAT CONTROL AND MANAGE THE SUPPORTED ORGANIZATION. THIS IS ILLUSTRATED THROUGH THE PRESENCE OF THE SAME BOARD OF DIRECTORS AND OFFICERS SEATED ON THE BOARDS OF BOTH ORGANIZATION, WHILE NOT THE MAJORITY OF THE SUPPORTED ORGANIZATION GOVERNING BODY. THE SUPPORTING ORGANIZATION IS RESPONSIVE TO THE NEEDS AND DEMANDS OF ITS SUPPORTED ORGANIZATION AND THE SUPPORTING ORGANIZATION CONSTITUTES AN INTEGRAL PART OF, AND MAINTAINS A SIGNIFICANT INVOLVEMENT IN, THE OPERATIONS OF ITS SUPPORTED ORGANIZATION. SCHEDULE A, PART I, LINE 12G, COLUMN IV: THE SUPPORTED ORGANIZATION IS DESIGNATED IN THE SUPPORTING ORGANIZATION'S ORGANIZING DOCUMENT BY PURPOSE INSTEAD OF BY NAME. THE ORGANIZATION'S PURPOSE, MORE SPECIFICALLY, IS TO DEVELOP HOUSING PROJECTS FOR PERSONS OF LOW-INCOME. THE SUPPORTING ORGANIZATION'S ARTICLES OF INCORPORATION MEET THE ORGANIZATIONAL TEST SINCE THE SUPPORTING ORGANIZATION IS OPERATING TO SUPPORT AND BENEFIT THE SUPPORTED ORGANIZATION'S PURPOSES. SCHEDULE A, PART I, LINE 12G, COLUMN VI: THE ORGANIZATION HOLDS A NOTE RECEIVABLE FOR A RELATED PARTY, WHICH FURTHERS THE MISSION OF THE SUPPORTED ORGANIZATION, SELFHELP COMMUNITY SERVICES, INC. THE AMOUNT LISTED IS OTHER SUPPORT IS THE INTEREST ACCRUED ON THE NOTE RECEIVABLE. 0 NOTES RECEIVABLE 8150530 F 8150530 0 1 0 0 0 0 0 0 0 STUART KAPLAN PRESIDENT/CEO/DIRECTOR 0 829450 0 147169 0 48765 0 30762 0 72456 0 1128602 0 0 PART I, LINE 3 THE ORGANIZATION'S CEO IS THE CEO OF THE PARENT ORGANIZATION, SELFHELP COMMUNITY SERVICES, INC. AND ITS SUBSIDIARIES. HE IS COMPENSATED FOR HIS SERVICES BY SELFHELP COMMUNITY SERVICES, INC. WHICH USED THE FOLLOWING PROCESSES FOR DETERMINING HIS COMPENSATION: THE CEO'S COMPENSATION WAS REVIEWED AND APPROVED BY A COMPENSATION COMMITTEE (THE COMMITTEE) OF THE BOARD OF SELFHELP COMMUNITY SERVICES, INC. THE COMMITTEE IS COMPRISED OF INDEPENDENT PERSONS. BY ENGAGING AN INDEPENDENT COMPENSATION CONSULTANT, THE COMMITTEE CONSIDERED COMPARABLE MARKET DATA FROM PUBLISHED SURVEYS AND FORMS 990 OF COMPARABLE ORGANIZATIONS IN EVALUATING THE COMPENSATION. THE COMMITTEE CONDUCTED A REVIEW OF THIS COMPARABILITY DATA AND DOCUMENTED ITS DELIBERATION AND DISCUSSION IN MINUTES THAT ARE RETAINED WITH THE OTHER GOVERNANCE MATERIALS OF THE ORGANIZATION. PART I, LINE 4B STUART KAPLAN, THE CEO OF THE ORGANIZATION AND RELATED ORGANIZATIONS, PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT 457(F) PLAN OF SELFHELP COMMUNITY SERVICES, INC. HE DID NOT RECEIVE A PAYMENT FROM THE PLAN DURING THE YEAR. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S SOLE MEMBER IS SELFHELP COMMUNITY SERVICES, INC. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBER HAS THE AUTHORITY TO ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION'S MEMBER HAS THE AUTHORITY TO AMEND THE GOVERNING DOCUMENTS AND TO REMOVE BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 8A NO MEETINGS WERE HELD DURING THE FISCAL YEAR. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAD NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY MANAGEMENT OF ITS SOLE MEMBER AND A COMPLETE COPY OF THE RETURN IS PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION B, LINES 12A-14: THE ORGANIZATION FOLLOWS THE CONFLICT OF INTEREST, WHISTLEBLOWER, AND DOCUMENT RETENTION AND DESTRUCTION POLICIES OF ITS RELATED CONTROLLING ORGANIZATION, SELFHELP COMMUNITY SERVICES INC. ALL OFFICERS AND DIRECTORS OF THE ORGANIZATION ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT. IF A CONFLICT ARISES DURING THE YEAR, THEN SUCH OFFICER OR DIRECTOR AT THEIR FIRST KNOWLEDGE OF THE TRANSACTION IS REQUIRED TO FULLY DISCLOSE THE PRECISE NATURE OF THE INTEREST OR INVOLVEMENT. THE BOARD OF DIRECTORS WILL EVALUATE THE EXISTENCE OF ANY CONFLICT OF INTEREST. OFFICERS OR DIRECTORS OF THE ORGANIZATION WHO HAVE DECLARED OR BEEN FOUND TO HAVE A POTENTIAL CONFLICT OF INTEREST IN ANY MATTER INVOLVING TRANSACTIONS WITH THE ORGANIZATION MUST REFRAIN FROM PARTICIPATING IN CONSIDERATION OF THE PROPOSED TRANSACTIONS, UNLESS REQUESTED BY THE BOARD OR THE ADMINISTRATION TO PROVIDE INFORMATION OR INTERPRETATION CONCERNING THE TRANSACTION. THE PERSON INVOLVED SHALL NOT VOTE ON SUCH MATTERS AND SHALL NOT BE PRESENT AT THE TIME OF THE VOTE. THE PRESIDENT OF THE BOARD IS RESPONSIBLE FOR THE ADMINISTRATION OF THE CONFLICT OF INTEREST POLICY. SELFHELP COMMUNITY SERVICES INC 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 131624178 PROVIDES HOMECARE, COMMUNITY BASED SERVICES TO ELDERLY NY 501(C)(3) LINE 10 N/A 0 UNITED HELPSELFHELP HOUSING FOR THE ELDERLY HDFC 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 133753607 65 UNIT MULTI-FAMILY RENTAL PROPERTY NY 501(C)(3) LINE 10 SELFHELP COMMUNITY SERVICES INC 0 SELFHELPUNITED HELP KISSENA APTS HDFC INC 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 134028905 70 UNIT MULTI-FAMILY RENTAL PROPERTY NY 501(C)(3) LINE 10 SELFHELP COMMUNITY SERVICES INC 0 SELFHELP COMMUNITY SERVICES HOME ATTENDANT CORP 520 EIGHTH AVENUE 5TH FLOOR NEW YORK NY 10018 133157319 PROVIDER OF HOME ATTENDANT SERVICES. NO LONGER ACTIVE. 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