2025-10-14T15:44:57-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-01-01 205041160 JEFFERSON'S FERRY FOUNDATION JEFF 6316502724 ONE JEFFERSON FERRY DRIVE SOUTH SETAUKET NY 11720 BRIAN AMTMANN CHIEF FINANCIAL OFFICER 6316502724 2025-10-13 0 1 KERRI N BOGDA P00760402 7177404863 2025-10-13 2024 2025-03-06 01:10:19Z ROBERT E CAULFIELD ONE JEFFERSON FERRY DRIVE SOUTH SETAUKET NY 11720 923496 0 X WWW.JEFFERSONSFERRY.ORG X 2006 NY TO PROMOTE & RAISE FUNDS TO ENHANCE SERVICES FOR RESIDENTS & STAFF OF THIS LIFECARE COMMUNITY. 10 9 0 30 0 0 426612 761866 0 0 157350 56511 -1506 -24965 582456 793412 336608 873254 0 0 132209 176393 0 0 262842 24240 99101 493057 1148748 89399 -355336 2066484 2619267 20465 839301 2046019 1779966 X THE FOUNDATION SHALL WORK IN PARTNERSHIP WITH THE JEFFERSON'S FERRY BOARD OF DIRECTORS AND STAFF TO PROMOTE AND RAISE PHILANTHROPIC FUNDS TO ENHANCE SERVICES FOR THE RESIDENTS AND STAFF OF JEFFERSON'S FERRY LIFECARE COMMUNITY. 0 0 879134 873254 THE JEFFERSON'S FERRY FOUNDATION EXISTS TO SUPPORT ACTIVE RETIREMENT COMMUNITY, INC., DOING BUSINESS AS JEFFERSON'S FERRY, A LIFECARE COMMUNITY DEDICATED TO SERVING OLDER ADULTS. THE FOUNDATION PROMOTES BENEVOLENCE BY ENGAGING RESIDENTS, FAMILIES, STAFF, VOLUNTEERS, AND COMMUNITY STAKEHOLDERS TO NURTURE THE EMOTIONAL, SPIRITUAL, AND PHYSICAL WELL-BEING OF THE SENIORS WHO RESIDE AT JEFFERSON'S FERRY. (CONTINUED ON SCHEDULE O)DURING THE YEAR, THE FOUNDATION PROVIDED FINANCIAL SUPPORT FOR A RANGE OF INITIATIVES THAT DIRECTLY ENHANCED RESIDENT LIFE AND THE LONG-TERM SUSTAINABILITY OF THE JEFFERSON'S FERRY COMMUNITY. THIS INCLUDED ASSISTANCE TO RESIDENTS FACING FINANCIAL HARDSHIP THROUGH NO FAULT OF THEIR OWN, AS WELL AS FUNDING FOR HEALTH, WELLNESS, AND ENRICHMENT PROGRAMS DESIGNED TO PROMOTE ACTIVE AND ENGAGED LIVING. THE FOUNDATION ALSO CONTRIBUTED TO CAPITAL PROJECTS AIMED AT BEAUTIFYING THE CAMPUS GROUNDS AND INTERIOR SPACES. IN ADDITION, IT PROVIDED FUNDING TO SUPPORT JEFFERSON'S FERRY'S STRATEGIC PLANNING EFFORTS AND FUTURE SERVICE DEVELOPMENT TO MEET THE EVOLVING NEEDS OF OLDER ADULTS IN THE REGION. 879134 1 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 3 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X BRIAN AMTMANN CFO 6316502724 ONE JEFFERSON FERRY DRIVE SOUTH SETAUKET NY 11720 ROBERT CAULFIELD CHIEF EXECUTIVE OFFICER 5.00 45.00 X X 0 722884 192835 GLORIA SNYDER CHAIR 0.50 3.00 X X 0 0 0 JAMES DANOWSKI VICE-CHAIR 0.50 3.00 X X 0 0 0 JOHN SINI TREASURER 0.50 3.00 X X 0 0 0 WAYNE SHATTES SECRETARY 0.50 3.00 X X 0 0 0 WENDY DARWELL MEMBER 0.50 3.00 X 0 0 0 KIM KUBASEK MEMBER 0.50 3.00 X 0 0 0 DEBRA ENGELHARDT MEMBER 0.50 3.00 X 0 0 0 KENNETH ROBERTS MEMBER 0.50 3.00 X 0 0 0 LAWRENCE DAVIDOW ESQ MEMBER 0.50 3.00 X 0 0 0 BRIAN AMTMANN CHIEF FINANCIAL OFFICER 5.00 45.00 X 0 328946 26904 0 1051830 219739 0 0 1 0 0 117356 644510 761866 37888 37888 82390 63767 18623 18623 18623 31476 117356 66317 -34841 -34841 9876 0 9876 9876 793412 0 0 31546 873254 873254 151064 151064 13460 13460 11869 11869 3900 3900 2872 2872 5127 5127 2799 1250 1549 4630 4630 GARDENS & GROUNDS 56754 56754 MAKING MEMORIES 11603 11603 CATERING 6302 6302 DONOR DEVELOPMENT 2885 2885 2229 2229 1148748 879134 6772 262842 668276 1096012 12550 7942 7826 11088 612525 698732 519462 574310 245845 231183 2066484 2619267 20362 1556 103 837745 20465 839301 X 725990 857431 1320029 922535 2046019 1779966 2066484 2619267 X -355336 84544 4739 X 0 1 X 1 0 X X X 1 ACTIVE RETIREMENT COMMUNITY INC 311631439 10 1 930008 0 1 930008 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 0 CORPORATE NOTES AND BONDS 574310 F 574310 SPLIT INTEREST AGREEMENTS 231183 231183 DUE TO RELATED PARTIES 837745 837745 946140 84544 1867 86411 859729 -66317 -66317 793412 1212193 66317 66317 1145876 2872 2872 1148748 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF PLEDGES RECEIVABLE 4,739. INVESTMENT MANAGEMENT FEES -2,872. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -66,317. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 66,317. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 2,872. CASINO NIGHT 148832 117356 31476 1933 9485 28446 22737 3716 148832 117356 31476 1933 9485 28446 22737 3716 66317 -34841 1 ACTIVE RETIREMENT COMMUNITY INC ONE JEFFERSON FERRY DRIVE SOUTH SETAUKET NY 11720 311631439 501(C)(3) 649848 0 PROGRAM SUPPORT 1 0 EXPLANATION FOR PART I, LINE 2 JEFFERSON'S FERRY FOUNDATION IS A SUPPORTING ORGANIZATION OF ACTIVE RETIREMENT COMMUNITY (THE COMMUNITY). THE GRANTS REPORTED ON SCHEDULE I, PART II FOR THE 2024 YEAR REPRESENT GRANTS MADE SOLELY TO THIS SUPPORTED ORGANIZATION AND TO INDIVIDUALS RESIDING AT THE COMMUNITY. 0 1 0 0 0 0 0 0 0 ROBERT CAULFIELD CHIEF EXECUTIVE OFFICER 0 612384 0 110500 0 0 0 138074 0 54761 0 915719 0 0 BRIAN AMTMANN CHIEF FINANCIAL OFFICER 0 310176 0 18770 0 0 0 21056 0 5848 0 355850 0 0 PART I, LINE 4B THE FOLLOWING RECIEVED CONTRIBUTION/DEFERRAL FOR THE CURRENT YEAR: ROBERT CAULFIELD - $93,000 SCHEDULE J, PART I, LINE 3 THE FOUNDATION DOES NOT PAY ANY SALARIES DIRECTLY. ALL COMPENSATION IS PAID BY ACTIVE RETIREMENT COMMUNITY, INC., A RELATED ORGANIZATION. THE FOLLOWING PROCEDURES ARE UTILIZED BY ACTIVE RETIRMENT COMMUNITY, INC. TO ESTABLISH THE COMPENSATION OF THE CEO/EXECUTIVE DIRECTOR: 1)COMPENSATION COMMITTEE, 2)INDEPENDENT COMPENSATION CONSULTANT, 3)FORM 990 OF OTHER ORGANIZATION 4)COMPENSATION SURVEY OR STUDY, 5)APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART V, LINE 2B JEFFERSON'S FERRY FOUNDATION(THE FOUNDATION) DOES NOT HAVE ANY EMPLOYEES, AS SUCH NO SALARIES OR PAYROLL TAXES ARE PAID BY THE FOUNDATION, AND THERE ARE NO REQUIRED PAYROLL TAX REPORTS REQUIRED TO BE FILED. PAYMENTS FOR SERVICES MADE TO ACTIVE RETIREMENT COMMUNITY BY THE FOUNDATION REPRESENT REIMBURSEMENTS FOR SERVICES RENDERED TO THE FOUNDATION BY ACTIVE RETIREMENT COMMUNITY EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 6 ACTIVE RETIREMENT COMMUNITY IS THE SOLE MEMBER OF JEFFERSON'S FERRY FOUNDATION AND APPOINTS ALL MEMBERS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A ACTIVE RETIREMENT COMMUNITY IS THE SOLE MEMBER OF JEFFERSON'S FERRY FOUNDATION. IT APPROVES THE ELECTION AND REMOVAL OF MEMBERS OF THE BOARD OF DIRECTORS, THE AMENDMENT OF THE PURPOSES, CERTIFICATES OF INCORPORATION OR BYLAWS OF THE CORPORATION, THE SALE, ASSIGNMENT OR DISPOSAL OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION, THE FORMATION OR PURCHASE OF A RELATED ENTITY OR CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B AS SOLE MEMBER OF JEFFERSON'S FERRY FOUNDATION, ACTIVE RETIREMENT COMMUNITY, INC. APPROVES THE AMENDMENT OF THE PURPOSES, CERTIFICATE OF INCORPORATION OR BYLAWS OF THE CORPORATION; THE SALE, ASSIGNMENT OR DISPOSAL OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; AND THE FORMATION OR PURCHASE OF A RELATED ENTITY OR CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B A FINAL COPY OF THE FORM 990 AND ALL REQUIRED SCHEDULES ARE PRESENTED TO THE BOARD OF DIRECTORS PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL PERSONNEL OF THE ORGANIZATION, INCLUDING OFFICERS, DIRECTORS, TRUSTEES, SENIOR MANAGEMENT, FUND RAISING STAFF AND KEY EMPLOYEES WILL, AT LEAST ANNUALLY, FILE A CONFLICT OF INTEREST DISCLOSURE STATEMENT/QUESTIONNAIRE WITH THE DIRECTOR OF ADVANCEMENT. PERSONNEL SHALL DISCLOSE ALL SITUATIONS THAT POSE A POTENTIAL OR ACTUAL CONFLICT OF INTEREST. PERSONNEL HAVE AN AFFIRMATIVE OBLIGATION TO UPDATE THEIR ANNUAL DISCLOSURE STATEMENT/QUESTIONNAIRE WHENEVER NEW INFORMATION ARISES WHICH IS OTHERWISE REQUIRED TO BE DISCLOSED IN THE ANNUAL DISCLOSURE STATEMENT/QUESTIONNAIRE BY COMPLETING A NEW DISCLOSURE STATEMENT/QUESTIONNAIRE AND PROVIDING IT TO THE DIRECTOR OF ADVANCEMENT. THE DIRECTOR OF ADVANCEMENT WILL REVIEW DISCLOSURE STATEMENTS/QUESTIONNAIRES IN LIGHT OF THE PRINCIPLES SET FORTH IN THE CONFLICT OF INTEREST POLICY, CONSULT WITH OUTSIDE COUNSEL AS NECESSARY, SEEK ADDITIONAL INFORMATION AS NECESSARY, AND DETERMINE IF THE INFORMATION DISCLOSED CREATES A CONFLICT OF INTEREST, IS IMPROPER, OR CREATES THE APPEARANCE OF A CONFLICT OF INTEREST OR OF IMPROPER CONDUCT. THE ENTIRE BOARD OF TRUSTEES WILL REVIEW THE DIRECTOR OF ADVANCEMENT'S REPORTS ANNUALLY AND ON A PERIODIC BASIS, AND CONDUCT ITS OWN REVIEW, AS NECESSARY, TO DETERMINE WHETHER A POTENTIAL OR ACTUAL CONFLICT OF INTEREST EXISTS. IF THE BOARD OF TRUSTEES DETERMINES THAT IT NEEDS TO CONDUCT A FURTHER REVIEW, THE CHAIRMAN OF THE BOARD OF TRUSTEES MAY APPOINT AN AD HOC COMMITTEE COMPRISED OF BOARD MEMBERS AND THE DIRECTOR OF ADVANCEMENT TO REVIEW A PARTICULAR MATTER AND MAKE A RECOMMENDATION TO THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES DETERMINATIONS SHALL BE FINAL AND BINDING. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION DOES NOT PAY ANY COMPENSATION AND HAS NO EMPLOYEES. SALARIES ARE PAID BY A RELATED ORGANIZATION THAT HANDLES ALL COMPENSATION ISSUES. THE ORGANIZATION ENGAGES WITH AN OUTSIDE CONSULTANT TO PREPARE A COMPENSATION REVIEW OF MANAGEMENT, INCLUDING THE HEALTH CENTER ADMINISTRATOR. IN ADDITION, THE ORGANIZATION REGULARLY REVIEWS SALARY AND BENEFIT SURVEYS PREPARED BY INDUSTRY ASSOCIATIONS AND EVALUATES COMPENSATION STRUCTURES FOR LOCAL SIMILAR ORGANIZATION FOR ALL KEY EMPLOYEES. THE AFFILIATED ORGANIZATION (ACTIVE RETIREMENT COMMUNITY) HAS A COMPENSATION COMMITTEE THAT REVIEWS/DETERMINES COMPENSATION. ALL DECISIONS RELATED TO COMPENSATION ARE DOCUMENTED IN THE COMMITTEE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALL FURNISHED TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF PLEDGES RECEIVABLE 4,739. ACTIVE RETIREMENT COMMUNITY INC DBA JEFFERSON'S FERRY ONE JEFFERSON FERRY DRIVE SOUTH SETAUKET NY 11720 311631439 LONG-TERM CARE NY 501(C)(3) LINE 10 N/A 0 CHARITABLE REMAINDER ANNUITY TRUSTS (4) ANNUITY TRUST NY N/A T 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0