Form 990 for tax year 2024

What the amendment changed

Compared with the latest return for 2024 , filed 11 November 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue

$226,284 →changed to $88,810

Total expenses

$149,057 →changed to $48,635

Contributions and grants received

$98,316 →changed to $3,522

Grants paid

$70,000 →changed to $25,000

Investment income

$127,968 →changed to $85,288

Total assets, end of year

$4,700,173 →changed to $0

Total liabilities, end of year

$373,815 →changed to $0

Net assets or fund balances, end of year

$4,326,358 →changed to $0

Program services expenses

$70,000 →changed to $25,000

Management and general expenses

$79,057 →changed to $23,635

Program service expenses (Part III)

$70,000 →changed to $25,000

Totals

Total revenue

$226,284

Total expenses

$149,057

Contributions and grants received

$98,316

Grants paid

$70,000

Program service revenue

$0

Investment income

$127,968

Other revenue

$0

Total assets, end of year

$4,700,173

Total liabilities, end of year

$373,815

Net assets or fund balances, end of year

$4,326,358

Program services expenses (Part IX)

$70,000

Management and general expenses

$79,057

Fundraising expenses

$0

Program service expenses (Part III)

$70,000

Program services were 47.0% 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.

Mission and programs · 2024

• 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.

  Expenses $45,000 · Grants $45,000

• 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.

  Expenses $25,000 · Grants $25,000

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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

• ALZHEIMER'S ASSOCIATION

  $45,000

  MATCH GRANT SUPPORT FOR ALZHEIMER'S SUPPORT AND RESEARCH

• ACADEMY OF HOPE ADULT PCS

  $25,000

  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

2024

Filed

7 June 2025

IRS schema version

2024v5.1

Source object

202521619349300532

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