2026-05-04T08:24:24+00:00 2025-06-30 135381590 BDO USA 200 PARK AVE 38TH FLOOR NEW YORK NY 10166 990 2024-07-01 237339626 WILLIAM M CASEY FOUNDATION INC WILL 7184224200 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 DAWN W VALENTINE-SAFFAYEH SECRETARY/PRESIDENT & CEO, HS 2026-05-04 true TARA COOKE P01281186 2128858000 2026-04-30 2024 2025-03-06 01:10:19Z KENNETH P NOLAN ESQ 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 4000822 false X N/A X 1973 NY TO HOLD TITLE TO BUILDINGS & LAND LOCATED IN NYC FOR THE PURPOSE OF LEASING & RENTING IN FURTHERANCE OF ST. VINCENT'S SERVICES, INC. MISSION AS A CATHOLIC SOCIAL SERVICE AGENCY. 5 4 0 5 0 0 0 4113532 4000822 0 0 0 0 4113532 4000822 1588494 1608597 0 0 0 0 0 0 74349 95493 1662843 1704090 2450689 2296732 15456525 17073376 1939189 1259308 13517336 15814068 TO HOLD TITLE TO BUILDINGS AND LAND LOCATED IN NYC FOR THE PURPOSE OF LEASING AND RENTING IN FURTHERANCE OF HEARTSHARE ST. VINCENT'S SERVICES, INC. MISSION AS A CATHOLIC SOCIAL SERVICES AGENCY. false false LEASING AND RENTING OF PROPERTY IN FURTHERANCE OF HEARTSHARE ST. VINCENT'S SERVICES' MISSION, AS A CATHOLIC SOCIAL SERVICES AGENCY. 0 false false false false false false false false false false true false false true true true true true false false false false false false false false false true false true false false false false false false false false false false false false false false false true false false false false true 1 0 true 0 false false false false false false false false X 5 4 false true false false true true true true true false false false true true true true true true false false false false NY X DEVIN L CHAPMAN 7184223269 330 JAY STREET 29TH FLOOR BROOKLYN NY 112014326 DAWN W VALENTINE-SAFFAYEH SECRETARY / PRESIDENT & CEO - HSHS, HSVS, HEC, HSW 0.3 34.7 X X 0 511564 60236 JUSTIN NARDILLA TREASURER / CFO THRU 01/2025 - HSHS, HSVS, HEC, HSW 0.5 34.5 X X 0 456622 28250 KENNETH P NOLAN ESQ CHAIRMAN 0.5 1.0 X X 0 0 0 MARC SIMPSON TREASURER AS OF 04/2025 0.5 1.0 X X 0 0 0 PAUL J TORRE VICE CHAIR 0.5 1.0 X X 0 0 0 FR PAUL ANEL BOARD MEMBER AS OF 04/2025 0.5 0 X 0 0 0 REV MICHAEL L GELFANT BOARD MEMBER THRU 08/2024 0.5 0.5 X 0 0 0 DEVIN L CHAPMAN SENIOR VP OF FINANCE / CFO AS OF 02/2025 - HSHS, HSVS, HEC, HSW 0.5 34.5 X 0 132475 16366 0 1100661 104852 0 false true false 0 0 RENTAL INCOME 531110 4000822 4000822 0 0 0 0 0 0 4000822 0 0 0 0 0 0 0 0 0 4000822 4000822 0 0 1608597 1608597 4692 0 4692 0 4572 4572 0 0 1075 1075 0 0 15562 15562 0 0 69592 69592 0 0 0 0 0 0 1704090 1699398 4692 0 1000967 1276158 0 0 0 0 1867148 1204179 718662 662969 0 0 13736896 15134249 15456525 17073376 1608194 925875 0 0 330995 333433 1939189 1259308 X 13517336 15814068 0 0 13517336 15814068 15456525 17073376 2296732 0 X false true true false 400000 400000 635719 535204 100515 749643 587189 162454 81786 81786 0 662969 DEFERRED RENT RECEIVABLE 13935125 DEFERRED LEASING COSTS-NET 1199124 15134249 Federal Income Taxes DUE TO AFFILIATES 333433 333433 X 4000822 0 0 4000822 0 0 4000822 1704090 0 0 1704090 0 0 1704090 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote WILLIAM M. CASEY FOUNDATION, INC. ("CASEY FOUNDATION") IS EXEMPT FROM FEDERAL INCOME AND EXCISE TAXES UNDER INTERNAL REVENUE CODE (THE CODE) SECTION 501(C)(2) AND, THEREFORE, HAS MADE NO PROVISION FOR FEDERAL INCOME AND EXCISE TAXES. THE CASEY FOUNDATION APPLIES THE PROVISIONS PERTAINING TO UNCERTAIN TAX PROVISIONS UNDER FASB ASC 740, INCOME TAXES, AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE CASEY FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE CASEY FOUNDATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR YEARS PRIOR TO FISCAL YEAR ENDED JUNE 30, 2023. true ST VINCENT'S SERVICES INC 330 JAY STREET 29TH FL BROOKLYN NY 11201 111631823 501(C)(3) 1414997 FUND OPERATIONS THE ROMAN CATHOLIC DIOCESE OF BROOKLYN 310 PROSPECT PARK WEST BROOKLYN NY 11215 111631807 501(C)(3) 193600 FUND OPERATIONS 2 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds THE ORGANIZATION'S GRANTS ARE MADE ONLY TO A RELATED 501(C)(3) ORGANIZATION, ST. VINCENT'S SERVICES, INC. AND ITS MEMBER, THE ROMAN CATHOLIC DIOCESE OF BROOKLYN, TO FUND OPERATIONS. ACCORDINGLY, THERE IS AN AWARENESS OF THE UTILIZATION OF THE FUNDS TRANSFERRED. false false false JUSTIN NARDILLA TREASURER / CFO THRU 01/2025 - HSHS, HSVS, HEC, HSW 0 378183 0 74000 0 4439 0 28250 0 0 0 484872 0 0 DAWN W VALENTINE-SAFFAYEH SECRETARY / PRESIDENT & CEO - HSHS, HSVS, HEC, HSW 0 401564 0 110000 0 0 0 26600 0 33636 0 571800 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE TOP MANAGEMENT OFFICIAL'S COMPENSATION WAS PAID BY A RELATED 501(C)(3) ORGANIZATION WHICH USED ONE OR MORE OF THE METHODS LISTED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. Form 990, Part VI, Line 15 PROCESS TO ESTABLISH COMPENSATION THE REPORTING ORGANIZATION HAS NO COMPENSATION PAID TO THE TOP MANAGEMENT OFFICIAL OR OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION. COMPENSATION IS PAID BY A RELATED 501(C)(3) ORGANIZATION. Form 990, Part VI, Line 3 Delegation of management duties WILLIAM M. CASEY FOUNDATION, INC. PURCHASES CERTAIN ADMINISTRATIVE FUNCTIONS, INCLUDING FISCAL, PAYROLL, AND HUMAN RESOURCES SERVICES, FROM HEARTSHARE HUMAN SERVICES OF NEW YORK, A RELATED 501(C)(3) ORGANIZATION. Form 990, Part VI, Line 6 Classes of members or stockholders THE WILLIAM M. CASEY FOUNDATION IS A MEMBERSHIP ORGANIZATION AND THE MEMBERS ARE: THE BISHOP OF THE ROMAN CATHOLIC DIOCESE OF BROOKLYN, NEW YORK; THE VICAR GENERAL OF THE ROMAN CATHOLIC DIOCESE OF BROOKLYN, NEW YORK; AND A MEMBER OF THE CLERGY OF THE ROMAN CATHOLIC DIOCESE OF BROOKLYN, NEW YORK. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE MEMBERS SHALL, AT THEIR ANNUAL MEETING, BE ENTITLED TO APPOINT ONE OF THE DIRECTORS OF THE CORPORATION. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE MEMBERS APPROVE SIGNIFICANT DECISIONS OF THE WILLIAM M. CASEY FOUNDATION INCLUDING, BUT NOT LIMITED TO, AMENDING, REVISITING, CHANGING OR MODIFYING ANY MATERIAL PURPOSE OF THE CORPORATION, MAKING ANY ASSIGNMENT FOR THE BENEFIT OF THE CREDITORS OF THE CORPORATION, AMENDMENTS TO THE CERTIFICATE OF INCORPORATION OR BYLAWS, APPROVING A PLAN OF MERGER OR CONSOLIDATION OF THE CORPORATION WITH OR INTO ONE OR MORE BUSINESS ENTITIES, DISSOLVING THE CORPORATION, OR SOME ACTIONS REGARDING REAL PROPERTY. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FULL BOARD REVIEWS AND APPROVES THE WILLIAM M. CASEY FOUNDATION, INC. FORM 990 PRIOR TO FILING. ANY COMMENTS ARISING FROM THE REVIEW ARE DISCUSSED AND IF REQUIRED, CHANGES ARE MADE. Form 990, Part VI, Line 12c Conflict of interest policy WILLIAM M. CASEY FOUNDATION, INC.'S CONFLICT OF INTEREST POLICY REQUIRES ALL BOARD MEMBERS, KEY EMPLOYEES OR THE CORPORATION AND INDEPENDENT CONTRACTORS WHO PROVIDE SUBSTANTIAL SERVICES AND/OR MATERIALS TO COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENT AND FILE IT WITH THE CHAIRPERSON OF THE BOARD OF DIRECTORS. THE BOARD REVIEWS EACH REPORTED POTENTIAL CONFLICT OF INTEREST. IF A CONFLICT OF INTEREST ARISES, THE MATTER MAY BE REMEDIED VIA RECUSAL OR DISQUALIFICATION, MEANING THAT THE TRUSTEE, CORPORATE OFFICER, KEY EMPLOYEE, OR INDEPENDENT CONTRACTOR DOES NOT PARTICIPATE IN THE MATTER (ABSTAIN FROM MAKING MOTIONS, VOTING, EXECUTING AGREEMENTS, ETC.) THAT POSES THE CONFLICT OF INTEREST. IN THE EVENT OF A VIOLATION OF THE CONFLICT OF INTEREST POLICY, THE BOARD OF DIRECTORS RESERVES THE RIGHT TO ENFORCE APPROPRIATE DISCIPLINARY OR CORRECTIVE ACTION. Form 990, Part VI, Line 19 Required documents available to the public UPON REQUEST, THE ORGANIZATION WILL MAKE AVAILABLE ONLY THOSE DOCUMENTS REQUIRED TO BE DISCLOSED UNDER THE PUBLIC INSPECTION LAWS. Form 990, Part XII, Line 2c CHANGE OF OVERSIGHT PROCESS OR SELECTION PROCESS THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ST VINCENT'S SERVICES INC 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 111631823 CHILD SERVICES NY 501(c)(3) 10 HHS false HEARTSHARE WELLNESS LTD 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 113538646 CLINIC NY 501(c)(3) 10 HHS false HEARTSHARE EDUCATION CENTER 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 900452757 AUTISM SCHOOL NY 501(c)(3) 2 HHS false HSVS PROPERTY FOUNDATION LTD 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 822726570 TITLE HOLDING NY 501(c)(2) HSVS false HEARTSHARE HUMAN SERVICES OF NEW YORK 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 111633549 HUMAN SERVICES NY 501(c)(3) 10 NA false HSVS HOUSING CORPORATION 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 992536054 HOUSING NY 501(c)(3) Type I HSVS false HSVS ALEMBIC MANAGER LLC 111 JOHN STREET SUITE 1710 NEW YORK NY 10038 991303559 MANAGING COMPANY NY HSVS CLARKSON INC N/A 0 0 false 0 false 0 HEARTSHARE PRODUCTIONS LTD 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 311584808 FILM PRODUCTION NY NA C Corporation 0 0 0 false HSVS CLARKSON HOUSING DEVELOPMENT FUND CORPORATION 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 994169682 HOUSING NY HSVS HC C Corporation 0 0 0 false HSVS CLARKSON INC 330 JAY STREET 29TH FLOOR BROOKLYN NY 11201 993011446 HOUSING NY HSVS HC C Corporation 0 0 0 false false true false false false false false false false true false false true false true false false true false