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← KENDAL CHARITABLE FUNDS

Form 990 for tax year 2023

Filed by KENDAL CHARITABLE FUNDS.

Totals

Total revenue
$451,921
Total expenses
$109,231
Contributions and grants received
$166,535
Grants paid
$69,000
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$69,000
Management and general expenses
$40,231
Fundraising expenses
$0
Program service expenses (Part III)
$69,000

Program services were 63.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JULIE HOUPT

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD SCHRAMM

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • BARBARA FREEDMAN

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JAMES GREENWOOD

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JEFFREY HARNESS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TARA QUINN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GRACE TOMPOS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CARLA WILLIS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SEAN KELLY

    PRESIDENT & CEO - LEFT JAN 2023

    Total calculated
    $39,749
    From this org
    $0
    From related orgs
    $36,330
    Other
    $3,419
    Hours/week
    2.5 + 50 related

  • AMY HARRISON

    CFO/INTERIM CEO AS OF JAN 2023

    Total calculated
    $487,458
    From this org
    $0
    From related orgs
    $441,717
    Other
    $45,741
    Hours/week
    0.5 + 55.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $440,475 related
    Bonus
    $0
    Other
    $0 + $1,242 related
    Deferred
    $0 + $5,238 related
    Nontaxable benefits
    $0 + $40,503 related
    Filer's total
    $0 + $487,458 related

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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 990S OF OTHER SIMILAR ORGANIZATIONS, A COMPENSATION SURVEY/STUDY AND APPROVAL BY THE BOARD.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • BARCLAY FRIENDS

    $22,500

    ADMINISTRATOR-IN-TRAINING (AIT) PILOT PROGRAM PROPOSAL-$20,000STAFF DEVELOPMENT-$2,500

  • ALZHEIMER'S ASSOCIATION

    $16,500

    MATCH GRANT SUPPORT FOR ALZHEIMER'S SUPPORT AND RESEARCH.

  • ACADEMY OF HOPE

    $12,500

    TRAINING AND EDUCATION OF ADULT LEARNERS FOR ENTRY INTO HEALTHCARE SECTOR.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • THE KENDAL CORPORATION

    501(C)(3) · DEVELOP/SUPPORT/LEAD A SYSTEM OF COMMUNITIES AND SERVICES FOR OLDER PERSONS · PA

  • KENDAL NEW YORK

    501(C)(3) · PROVIDE SUPPORT SERVICES FOR TWO RETIREMENT COMMUNITIES IN NY STATE · NY

    Directly controlled by THE KENDAL CORPORATION

  • KENDAL AGING

    501(C)(3) · PROVIDE SUPPORT SERVICES FOR RETIREMENT COMMUNITIES IN CA STATE · CA

    Directly controlled by THE KENDAL CORPORATION

Provenance

Return type
form_990
Tax year
2023
Filed
20 June 2024
IRS schema version
2023v5.1
Source object
202401739349300840

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