2025-06-10T10:57:44-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2024-01-01 232626425 KENDAL CHARITABLE FUNDS KEND 6103351200 591 COLLABORATION WAY 603 NEWARK DE 19713 AMY C HARRISON CFO 6103351200 2025-06-07 1 0 CONNIE M LIRA P00481097 2156433900 2025-06-07 2024 2025-03-06 01:10:19Z VASSAR BYRD 591 COLLABORATION WAY 603 NEWARK DE 19713 384926 0 X WWW.KENDAL.ORG X 1989 PA TO TRANSFORM THE EXPERIENCE OF AGING BY SUPPORTING THE KENDAL CORPORATION AND AFFILIATES 8 8 0 9 0 0 166535 98316 0 0 285386 127968 0 0 451921 226284 69000 70000 0 0 0 0 0 0 0 40231 79057 109231 149057 342690 77227 4321897 4700173 371225 373815 3950672 4326358 X RAISE, RECEIVE, MANAGE, INVEST AND EXPEND FUNDS IN SUPPORT OF THE KENDAL CORPORATION, ITS AFFILIATED ENTITIES, AND ITS CHARITABLE PURPOSES 0 0 45000 45000 0 GRANT PROGRAM: ALZHEIMER'S ASSOCIATION, WALK TO END ALZHEIMER'SALZHEIMER'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 APRIL 2024, THE KENDAL CHARITABLE FUNDS (KCF) BOARD APPROVED FUNDING ON BEHALF OF AND TO SUPPORT EACH KENDAL AFFILIATE AS IT RELATES TO THEIR WALK TO END ALZHEIMER'S TEAM. THIS EFFORT HELPED INCREASE ENGAGEMENT OF STAFF AND RESIDENTS/MEMBERS, INCREASE AWARENESS OF ALZHEIMER'S AND OTHER DEMENTIAS AMONG KENDAL-AFFILIATED ORGANIZATIONS, INCREASE FUNDS RAISED ACROSS THE SYSTEM TO SUPPORT THE ALZHEIMER'S VISION OF A WORLD WITHOUT ALZHEIMER'S AND ALL OTHER DEMENTIAS, AND INCREASE AWARENESS OF KCF AMONG AFFILIATES. 25000 25000 0 LLOYD LEWIS PROMISING INNOVATIONS GRANT:THE 2022 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 THE OCTOBER 2022 BOARD MEETING FOR THE ACADEMY OF HOPE ADULT PUBLIC CHARTER SCHOOL (AOH). AOH WAS 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. THE FINAL INSTALLMENT WAS PAID IN DECEMBER 2024. AS PART OF AOH'S GRANT-FUNDED PROGRAM, ADULT LEARNERS WILL BE TRAINED AND CERTIFIED IN CNA TRAINING, WHICH WILL INCLUDE CLINICAL TRAINING, MANDATORY INTERNSHIPS AND JOB SHADOWING OPPORTUNITIES.THIS FUNDING WILL HELP ACADEMY OF HOPE MEET CAPACITY NEEDS TO SERVE MORE ADULT LEARNERS WHO ARE SEEKING ECONOMIC SELF-SUFFICIENCY FOR THEMSELVES AND THEIR FAMILIES THROUGH HIGH-DEMAND CAREERS IN THE HEALTHCARE SECTOR, WHILE AT THE SAME TIME ADDRESSING THE SHORTAGE OF QUALIFIED HEALTHCARE WORKERS. 70000 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 C HARRISON CFO 6103351241 591 COLLABORATION WAY SUITE 603 NEWARK DE 19713 BARBARA FREEDMAN CHAIR 3.00 0.00 X X 0 0 0 JEFFREY HARNESS VICE CHAIR 1.00 0.00 X X 0 0 0 RICHARD SCHRAMM TREASURER 1.00 0.00 X X 0 0 0 CARLA WILLIS SECRETARY 1.00 0.00 X X 0 0 0 DAN CHURCHILL MEMBER 1.00 0.00 X 0 0 0 JAMES GREENWOOD MEMBER 1.00 0.00 X 0 0 0 LEE ANN SULLIVAN MEMBER 1.00 0.00 X 0 0 0 GRACE TOMPOS MEMBER 1.00 0.00 X 0 0 0 TARA QUINN MEMBER - LEFT DEC 2024 1.00 0.00 X 0 0 0 VASSAR BYRD PRESIDENT & CEO EFFECTIVE JAN 2024 2.50 48.00 X 0 424551 23179 AMY HARRISON CFO [INTERIM CEO THRU JAN 2024] 2.00 48.50 X 0 367691 54471 0 792242 77650 0 0 1 0 0 98316 98316 106586 106586 180024 158642 21382 21382 21382 226284 0 0 127968 X 70000 70000 11101 11101 3650 3650 11976 11976 44629 44629 687 687 1301 1301 133 133 5580 5580 149057 70000 79057 0 191214 150604 160145 4130683 4389424 4321897 4700173 371225 373815 371225 373815 X 2798305 3047941 1152367 1278417 3950672 4326358 4321897 4700173 77227 298459 0 X 0 1 X 1 0 X 39641 47200 55737 166535 98316 407429 39641 47200 55737 166535 98316 407429 156293 251136 57102 67491 91733 95431 106586 418343 825772 0.30410 0.29270 X KENDAL CHARITABLE FUNDS (KCF) PROVIDES INDIVIDUALS AND THE PUBLIC WITH THE ONGOING OPPORTUNITY TO DONATE AND SUPPORT THEIR PROGRAMMING FINANCIALLY THROUGH THEIR ONLINE WEB PRESENCE, SOCIAL MEDIA CHANNELS, AND ANNUAL SOLICITATION CAMPAIGNS. KCF'S MAIN CONSTITUENCIES FOR FUNDRAISING INCLUDE BOARD MEMBERS OF BOTH THE KCF AND KENDAL CORPORATION BOARDS, THE KENDAL CORPORATION EMPLOYEES, VENDORS, AND CORPORATE PARTNERS. TYPICALLY, THE KCF BOARD SENDS AN ANNUAL APPEAL SOLICITATION LETTER TO THESE INDIVIDUALS AND ORGANIZATIONS SEEKING THEIR FINANCIAL SUPPORT. THE SOLICITATION IS ALSO SHARED ON THE WEBPAGE AND ON SOCIAL MEDIA CHANNELS FOR THE BROADER PUBLIC'S INFORMATION AND OPPORTUNITY TO DONATE.KCF HAS QUARTERLY BOARD MEETINGS WHERE FINANCIAL AND FUNDRAISING STRATEGIES ARE REVIEWED. THE BOARD ITSELF CONSISTS OF INDIVIDUALS WITH DIFFERENT BACKGROUNDS, SKILLS, QUALIFICATIONS, EXPERTISE AND PERSPECTIVES. (HTTPS://WWW.KENDAL.ORG/KENDAL-CHARITABLE-FUNDS/KCF-LEADERSHIP/). TWO NEW MEMBERS WERE WELCOMED TO THE KCF BOARD IN 2024, FURTHER EXPANDING THE BOARD'S DIVERSITY OF SKILLSETS AND PERSPECTIVES. THE BOARD LOOKS FOR WAYS THAT KCF CAN BEST SUPPORT THE MISSION OF THE KENDAL CORPORATION AND KENDAL AFFILIATES. THE BOARD ALSO ESTABLISHED A COMMITTEE TO DISCERN FUNDRAISING TECHNIQUES, GOALS, STRATEGIES AND DONOR STEWARDSHIP ACTIVITIES. THE COMMITTEE HAS BEGUN EXPLORING OTHER CONSTITUENCIES AND FUNDRAISING SOURCES OUTSIDE OF THOSE MENTIONED IN THE ABOVE PARAGRAPH.BEGINNING IN APRIL 2023, KCF HAS BEEN UNDERGOING A STRATEGIC THINKING AND PLANNING PROCESS. THIS PROCESS INCLUDES A SELF-ASSESSMENT AND EVALUATION OF EXISTING PROGRAMS, SERVICES, SUPPORTS, STRUCTURES AND PROCESSES INCLUDING FUNDRAISING AND GRANTMAKING. 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 CHARITABLE GIFT ANNUNITIES AND REMAINDER UNITRUST LIABILITY 361256 DUE TO AFFILIATES 12559 373815 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 ALZHEIMER'S ASSOCIATION 399 MARKET STREET 102 PHILADELPHIA PA 19106 133039601 501(C)(3) 45000 0 MATCH GRANT SUPPORT FOR ALZHEIMER'S SUPPORT AND RESEARCH ACADEMY OF HOPE ADULT PCS 2315 18TH FL NE WASHINGTON DC 20018 521730021 501(C)(3) 25000 0 TRAINING AND EDUCATION OF ADULT LEARNERS FOR ENTRY INTO HEALTHCARE SECTOR 2 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. THERE ARE REPORTS AND UPDATES THAT ARE DUE THROUGHOUT THE COURSE OF THE GRANT PERIOD. WE ALSO HAVE GRANT RECIPIENTS ATTEND BOARD MEETINGS TO PROVIDE UPDATES REGARDING THE USE OF FUNDS. 0 0 0 0 0 0 0 0 0 VASSAR BYRD PRESIDENT & CEO EFFECTIVE JAN 2024 0 391124 0 30000 0 3427 0 7662 0 15517 0 447730 0 0 AMY HARRISON CFO [INTERIM CEO THRU JAN 2024] 0 323449 0 20000 0 24242 0 14544 0 39927 0 422162 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 990 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 CEO, CFO, HR DIRECTOR AND CONTROLLER REVIEW THE FORM 990. UPON COMPLETION OF STAFF REVIEW, THE FORM 990 IS PRESENTED TO THE BOARD FINANCE AND AUDIT COMMITTEE AND COMPENSATION AND BENEFITS COMMITTEE FOR THEIR REVIEW. FOLLOWING COMMITTEE REVIEW, THE COMPLETED FORM 990 IS SHARED IN ITS ENTIRETY WITH THE FULL BOARD AT LEAST TWO WEEKS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD, COMMITTEE MEMBERS AND 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 AUDIT AND COMPLIANCE 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. FORM 990, PART IX, LINE 11G CONSULTING: MANAGEMENT AND GENERAL EXPENSES 44,629. TOTAL EXPENSES 44,629. 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 1 0