Form 990 for tax year 2022
Filed by KENDAL ON HUDSON CHARITABLE FUND.
Totals
- Total revenue
- $168,987
- Total expenses
- $121,871
- Contributions and grants received
- $107,305
- Grants paid
- $115,069
- Program service revenue
- $0
- Investment income
- $61,682
- Other revenue
- $0
- Total assets, end of year
- $1,536,146
- Total liabilities, end of year
- $124,872
- Net assets or fund balances, end of year
- $1,411,274
- Program services expenses (Part IX)
- $115,069
- Management and general expenses
- $6,802
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $115,069
Program services were 94.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$107,305
-
3 · Investment income
total $61,682 · excluded $61,682
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $115,069 · program services $115,069
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $4,750 · management and general $4,750
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $325 · management and general $325
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $1,727 · management and general $1,727
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,346 · end of year $2,346
-
2 · Savings and temporary cash investments
beginning of year $178,008 · end of year $196,161
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $1,518,114 · end of year $1,337,639
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $3,000 · end of year $3,000
-
23 · Secured mortgages and notes payable
beginning of year $89,168 · end of year $121,872
-
27 · Net assets without donor restrictions
beginning of year $1,046,231 · end of year $885,895
-
28 · Net assets with donor restrictions
beginning of year $560,069 · end of year $525,379
Mission and programs · 2022
Mission
THE ORGANIZATION'S MISSION IS TO FOSTER, PROMOTE, AND SUPPORT PROGRAMS AND SERVICES FOR THE BENEFIT OF OLDER ADULTS BY FUNDRAISING AND DISTRIBUTION OF FUNDS TO OTHER CHARITABLE ORGANIZATIONS WHO SEEK TO CREATE, IMPROVE AND EXECUTE INNOVATIVE PROGRAMS AND SERVICES TO ENHANCE THE FINANCIAL, RECREATIONAL, SOCIAL AND PHYSICAL WELL-BEING OF OLDER ADULTS.
-
SUPPORT KENDAL ON HUDSON CONTINUING CARE RETIREMENT COMMUNITY (CCRC)-PURPOSES: 1) TO SUPPORT ENHANCEMENTS TO THE HEALTH AND WELLNESS PROGRAM AT KENDAL ON HUDSON; 2) TO SUPPORT MEMBERS OF THE STAFF OF KENDAL ON HUDSON IN CRISES AND EMERGENCIES AND TO PROVIDE EDUCATIONAL OPPORTUNITIES FOR THEM; 3) TO SUPPORT RESIDENTS OF KENDAL ON HUDSON WHO CAN NO LONGER MEET THEIR FINANCIAL OBLIGATIONS TO KENDAL ON HUDSON; 4) TO SUPPORT GRANT-MAKING PROGRAMS, SERVICES AND RESEARCH THAT ADDRESS AND ENHANCE HEALTHY AGING IN THE WIDER WORLD. KENDAL ON HUDSON IS A NOT-FOR-PROFIT ORGANIZATION PROVIDING LIFE CARE FOR SENIORS.
Expenses $115,069
As filed on the 2022 return.
Listed in Part VII
-
Tracey Eve JohnsonTRACEY EVE JOHNSON
CHAIR
- Total calculated
- $0
- Hours/week
- 4
-
John P McLaughlinJOHN P MCLAUGHLIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Ed HaninED HANIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
Barry MorrisBARRY MORRIS
TREASURER
- Total calculated
- $0
- Hours/week
- 4
-
Ben HunterBEN HUNTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 8 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202303129349304595
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