FUND FOR THE AGED INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FUND FOR THE AGED INC (EIN 13-3603516)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202343149349303834
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T13:28:58-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133603516 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FUND FOR THE AGED INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FUND | BusinessNameControlTxt |
| Phone | 2128705000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 WEST 106TH ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK WEISS | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2128705000 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | WEISS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI ROTHE YOKOBOSKY CPA | PreparerPersonNm |
| PTIN | P01273422 | PTIN |
| Phone | 2122970400 | PhoneNum |
| Preparation | 2023-11-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFFREY FARBER MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 WEST 106TH ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $156,734,889 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JEWISHHOME.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION IS TO EMPOWER OLDER ADULTS TO ENHANCE PURPOSE AND WELL-BEING THROUGH A PORTFOLIO OF INNOVATIVE HEALTH CARE SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,505,920 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,627,559 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,756,235 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,692,919 | CYInvestmentIncomeAmt |
| PY Other Revenue | $23,530 | PYOtherRevenueAmt |
| CY Other Revenue | -$194,761 | CYOtherRevenueAmt |
| PY Total Revenue | $9,285,685 | PYTotalRevenueAmt |
| CY Total Revenue | $5,125,717 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,259,387 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,101,592 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,052,942 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $905,541 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,043,366 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $910,657 | PYOtherExpensesAmt |
| CY Other Expenses | $1,681,588 | CYOtherExpensesAmt |
| PY Total Expenses | $6,222,986 | PYTotalExpensesAmt |
| CY Total Expenses | $9,688,721 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,062,699 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,563,004 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $112,659,825 | TotalAssetsBOYAmt |
| Total Assets EOY | $97,079,912 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $840,507 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $749,759 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $111,819,318 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $96,330,153 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OUR MISSION IS TO EMPOWER OLDER ADULTS TO ENHANCE PURPOSE AND WELL-BEING THROUGH A PORTFOLIO OF INNOVATIVE HEALTH CARE SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,101,592 | ExpenseAmt |
| Grant | $7,101,592 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE FOUNDATION CREATES MEANINGFUL PHILANTHROPIC PARTNERSHIPS WITH INDIVIDUAL DONORS, FOUNDATIONS, CORPORATIONS, AND AGENCIES. DONATIONS FUND A WIDE ARRAY OF PROGRAMS INCLUDING BUT NOT LIMITED TO PALLIATIVE CARE, VOLUNTEER SUPPORT, INTERGENERATIONAL YOUTH PROGRAMS, TECHNOLOGY INITIATIVES, DINNING ASSISTANCE, AND RELIGIOUS LIFE PROGRAMMING. | Desc |
| Total Program Service Expenses | $7,101,592 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK WEISS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128705000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 WEST 106TH ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10025 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ALAN ALTSCHULER | ||||||||
| TREASURER | 0.20 | 2.60 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH PAGEL SEREBRANSKY | ||||||||
| CO-CHAIR | 0.20 | 2.60 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFFREY I FARBER MD | ||||||||
| PRESIDENT & CEO | 0.65 | 44.35 | Yes (X) | Yes (X) | $0 | $1,033,795 | $80,755 | |
| JONATHAN HOCHBERG | ||||||||
| DIRECTOR | 0.20 | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| LYNN OBERLANDER | ||||||||
| SECRETARY | 0.20 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL LUSKIN | ||||||||
| DIRECTOR | 0.20 | 0.60 | Yes (X) | $0 | $0 | $0 | ||
| TAMI SCHNEIDER | ||||||||
| CO-CHAIR | 0.20 | 2.60 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARK WEISS | ||||||||
| CFO | 0.65 | 44.35 | Yes (X) | $0 | $495,741 | $28,521 | ||
| ALYSSA HERMAN | ||||||||
| CHIEF DEVELOPMENT OFFICER | 35.00 | $291,181 | $0 | $62,401 | Yes (X) | |||
| EVE MARSAN | ||||||||
| DIRECTOR OF SPECIAL EVENTS | 35.00 | $109,599 | $0 | $14,394 | Yes (X) | |||
| TAMAR MAJOR | ||||||||
| VP OF DEVELOPMENT | 35.00 | $214,203 | $0 | $53,196 | Yes (X) | |||
| TAMARA THOMPSON | ||||||||
| SENIOR DIRECTOR | 35.00 | $142,079 | $0 | $25,058 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $757,062 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,529,536 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $264,325 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORE Z OPERATIONS LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 BROADWAY 40TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PROFESSIONAL SERVICES | ServicesDesc |
| Compensation | $131,935 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $853,242 | FundraisingAmt |
| All Other Contributions | $2,774,317 | AllOtherContributionsAmt |
| Total Contributions | $3,627,559 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $654,334 | TotalRevenueColumnAmt |
| Exclusion | $654,334 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $152,415,496 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $151,376,911 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,038,585 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,038,585 | TotalRevenueColumnAmt |
| Exclusion | $1,038,585 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $37,500 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $853,242 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $232,261 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$194,761 | TotalRevenueColumnAmt |
| Exclusion | -$194,761 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,125,717 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,498,158 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,101,592 | TotalAmt |
| Program Services | $7,101,592 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $714,924 | TotalAmt |
| Fundraising | $714,924 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,880 | TotalAmt |
| Fundraising | $22,880 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,978 | TotalAmt |
| Fundraising | $117,978 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,759 | TotalAmt |
| Fundraising | $49,759 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,692 | TotalAmt |
| Fundraising | $164,692 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,928 | TotalAmt |
| Fundraising | $11,928 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,766 | TotalAmt |
| Management And General | $342,766 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,813 | TotalAmt |
| Fundraising | $220,813 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,600 | TotalAmt |
| Fundraising | $57,600 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,131 | TotalAmt |
| Fundraising | $17,131 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,472 | TotalAmt |
| Fundraising | $93,472 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,106 | TotalAmt |
| Fundraising | $4,106 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,832 | TotalAmt |
| Fundraising | $40,832 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,216 | TotalAmt |
| Fundraising | $9,216 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BAD DEBTS EXPENSES | $517,429 | $517,429 | |
| HOME OFFICE TRANSFERS | $200,997 | $200,997 | |
| OTHER FUNDRAISING EXPEN | $606 | $606 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,688,721 | TotalAmt |
| Program Services | $7,101,592 | ProgramServicesAmt |
| Management And General | $543,763 | ManagementAndGeneralAmt |
| Fundraising | $2,043,366 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,160 | BOYAmt |
| EOY | $1,366,084 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,133,912 | BOYAmt |
| EOY | $6,708,091 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,935,963 | BOYAmt |
| EOY | $477,641 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,149 | BOYAmt |
| EOY | $25,604 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,742 | BOYAmt |
| EOY | $74,151 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $578,817 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $53,653 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $527,999 | BOYAmt |
| EOY | $525,164 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,353,897 | BOYAmt |
| EOY | $23,395,679 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,782,460 | BOYAmt |
| EOY | $41,639,019 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,682,543 | BOYAmt |
| EOY | $22,868,479 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,659,825 | BOYAmt |
| EOY | $97,079,912 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,246 | BOYAmt |
| EOY | $162,163 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $536,742 | BOYAmt |
| EOY | $479,237 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,519 | BOYAmt |
| EOY | $108,359 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $840,507 | BOYAmt |
| EOY | $749,759 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,583,303 | BOYAmt |
| EOY | $58,302,561 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,236,015 | BOYAmt |
| EOY | $38,027,592 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $111,819,318 | BOYAmt |
| EOY | $96,330,153 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,659,825 | BOYAmt |
| EOY | $97,079,912 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,563,004 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$10,926,161 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,640,880 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,485,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,262,363 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,505,920 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,774,317 | CurrentTaxYearAmt |
| Total | $14,669,068 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,640,880 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,485,588 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,262,363 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,505,920 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,774,317 | CurrentTaxYearAmt |
| Total | $14,669,068 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,480,144 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,188,924 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,736,977 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,377,315 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $857,611 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $627,117 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $654,334 | CurrentTaxYearAmt |
| Total | $8,253,354 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,300 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,450 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $95,805 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $658,481 | CurrentTaxYearAmt |
| Total | $845,036 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,767,458 | TotalSupportAmt |
| Public Support CY170 | 0.55490 | PublicSupportCY170Pct |
| Public Support PY170 | 0.54650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | FUNDRAISING - 2018 AMOUNT: $ 75,300. 2019 AMOUNT: $ 15,450. 2021 AMOUNT: $ 95,805. 2022 AMOUNT: $ 658,481. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,508,447 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$728,031 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$162,363 | OtherExpendituresAmt |
| End Year Balance | $9,619,053 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,679,826 | BeginningYearBalanceAmt |
| Contributions | $3,250 | ContributionsAmt |
| Investment Earnings Or Losses | $1,232,058 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $406,687 | OtherExpendituresAmt |
| End Year Balance | $1,050,844 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,375,413 | BeginningYearBalanceAmt |
| Contributions | $2,250 | ContributionsAmt |
| Investment Earnings Or Losses | $1,374,010 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $71,847 | OtherExpendituresAmt |
| End Year Balance | $9,679,826 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,238,323 | BeginningYearBalanceAmt |
| Contributions | $3,100 | ContributionsAmt |
| Investment Earnings Or Losses | $1,443,132 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $309,142 | OtherExpendituresAmt |
| End Year Balance | $8,375,413 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,840,057 | BeginningYearBalanceAmt |
| Contributions | $15,526 | ContributionsAmt |
| Investment Earnings Or Losses | -$813,285 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $803,975 | OtherExpendituresAmt |
| End Year Balance | $7,238,323 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.42908 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.57091 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $578,817 | OtherCostOrOtherBasisAmt |
| Depreciation | $53,653 | DepreciationAmt |
| Book Value | $525,164 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $525,164 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIMITED LIABILITY COMPANIES | Desc |
| Book Value | $41,639,019 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $41,639,019 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM AFFILIATES | Desc |
| Book Value | $22,868,479 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $22,868,479 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY OBLIGATIONS | $29,075 |
| INSURANCE CLAIM | $79,284 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $108,359 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $149,156,202 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$10,926,161 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $155,299,412 | OtherRevenueAmt |
| Revenue Not Reported | $144,373,251 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,782,951 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $342,766 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $342,766 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,125,717 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $177,814,807 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $168,468,852 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $168,468,852 | ExpensesNotReportedAmt |
| Expenses Subtotal | $9,345,955 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $342,766 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $342,766 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $9,688,721 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE FOUNDATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION'S FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO FISCAL YEAR 2019 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF APPLICABLE, THE FOUNDATION WOULD RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH TAX MATTERS AS PART OF GENERAL AND ADMINISTRATIVE EXPENSES IN THE CONSOLIDATED STATEMENT OF ACTIVITIES AND INCLUDE ACCRUED INTEREST AND PENALTIES IN ACCRUED EXPENSES IN THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | RELATED ORGANIZATION REVENUES 178,514,291. INTERCOMPANY ELIMINATIONS -23,214,879. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RELATED ORGANIZATION EXPENSES 187,605,156. INTERCOMPANY ELIMINATIONS -19,136,304. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Type Of Activities Conducted | INVESTMENT | TypeOfActivitiesConductedTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $890,742 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $853,242 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $37,500 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $232,261 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $890,742 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $853,242 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $37,500 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $232,261 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $232,261 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$194,761 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| JEWISH HOME LIFECARE HARRY AND JEANETTE WEINBERG BRONX CAMPUS | ||||||||
| 120 WEST 106TH ST | NEW YORK | NY | 10025 | 237071900 | 501(C)(3) | $123,971 | $0 | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS MISSION |
| JEWISH HOME LIFECARE MANHATTAN | ||||||||
| 120 WEST 106TH ST | NEW YORK | NY | 10025 | 131624033 | 501(C)(3) | $5,381,475 | $0 | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS MISSION |
| JEWISH HOME LIFECARE SARAH NEUMAN CENTER | ||||||||
| 120 WEST 106TH ST | NEW YORK | NY | 10025 | 133620568 | 501(C)(3) | $1,158,880 | $0 | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS MISSION |
| JEWISH HOME LIFECARE UNIVERSITY AVENUE ASSISTED LIVING INC | ||||||||
| 120 WEST 106TH ST | NEW YORK | NY | 10025 | 273960910 | 501(C)(3) | $20,029 | $0 | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS MISSION |
| KITTAY HOUSE | ||||||||
| 120 WEST 106TH ST | NEW YORK | NY | 10025 | 132619576 | 501(C)(3) | $159,591 | $0 | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATIONS MISSION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FUND FOR THE AGED INC. PROVIDES RESOURCES TO THE CONSTITUENT SYSTEM ENTITIES AND OTHER ORGANIZATIONS THAT PROVIDE MULTIFACETED GERIATRIC SERVICES IN THE NEW YORK METROPOLITAN AREA. THE SERVICES PROVIDED BY THESE CONSTITUENT ENTITIES ARE SET FORTH IN AN ANNUAL REPORT THAT PROVIDES AN INTEGRATED OVERVIEW, AS WELL AS A DETAILED REPORT ON THE SPECIFIC SERVICES AND ACHIEVEMENTS OF EACH SUCH ENTITY. THE ORGANIZATION MONITORS THE GRANTS THROUGH SET BUDGETS FOR THE DEPARTMENTS IN THE RELATED ORGANIZATIONS AND REVIEW THE EXPENSES AGAINST THE BUDGET ON A MONTHLY BASIS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFFREY I FARBER MD | ||||||||||||||
| PRESIDENT & CEO | $0 | $838,117 | $0 | $115,156 | $0 | $80,522 | $0 | $20,114 | $0 | $60,641 | $0 | $1,114,550 | $0 | $0 |
| MARK WEISS | ||||||||||||||
| CFO | $0 | $494,499 | $0 | $0 | $0 | $1,242 | $0 | $12,347 | $0 | $16,174 | $0 | $524,262 | $0 | $0 |
| ALYSSA HERMAN | ||||||||||||||
| CHIEF DEVELOPMENT OFFICER | $290,491 | $0 | $0 | $0 | $690 | $0 | $9,860 | $0 | $52,541 | $0 | $353,582 | $0 | $0 | $0 |
| TAMAR MAJOR | ||||||||||||||
| VP OF DEVELOPMENT | $212,913 | $0 | $0 | $0 | $1,290 | $0 | $7,221 | $0 | $45,975 | $0 | $267,399 | $0 | $0 | $0 |
| TAMARA THOMPSON | ||||||||||||||
| SENIOR DIRECTOR | $140,789 | $0 | $0 | $0 | $1,290 | $0 | $0 | $0 | $25,058 | $0 | $167,137 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | THE PRESIDENT AND CEO PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN WITH A RELATED ORGANIZATION. |
| PART I, LINE 7 | THE BONUSES ARE BASED UPON EMPLOYEES ACHIEVING GOALS SET AT THE BEGINNING OF THE YEAR. THE BONUS IS RECOMMENDED TO THE COMPENSATION COMMITTEE CHAIRED BY AND INDEPENDENT DIRECTOR OF THE NEW JEWISH HOME. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE ORGNAIZATION IS JEWISH HOME LIFECARE, A NEW YORK NOT-FOR-PROFIT. |
| FORM 990, PART VI, SECTION A, LINE 7A | JEWISH HOME LIFECARE MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE COMPLETED RETURN IS REVIEWED BY MANAGEMENT. ANY COMMENTS ARISING FROM THE REVIEW ARE DISCUSSED AND IF REQUIRED, CHANGES ARE MADE. THE DRAFT IS SUBMITTED TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE NEW JEWISH HOME AND SUBSIDIARIES FOR ITS REVIEW AND APPROVAL. ONCE THE AUDIT AND COMPLIANCE COMMITTEE COMPLETE ITS REVIEW, A COPY OF THE DRAFT RETURN WAS PROVIDED TO ALL BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY ALL BOARD MEMBERS, OFFICER, AND KEY EMPLOYEES ARE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY AND ARE ASKED TO REVIEW THE POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST THAT MADE HAVE OCCURRED SINCE THE LAST DISCLOSURE. THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD REVIEWS THE DISCLOSURES AS SUMMARIZED BY THE COMPLIANCE DEPARTMENT. ALL IDENTIFIED CONFLICTS OF INTEREST ARE DISCUSSED AND EITHER APPROVED OR REJECTED BY THE BOARD. IF THE BOARD OF DIRECTORS OR THE GOVERNANCE COMMITTEE DETERMINES THAT A CONFLICT OF INTEREST EXISTS, THE DIRECTOR WITH THE CONFLICT MAY NOT TAKE PART IN THE DISCUSSION PROCESS TO WHICH THE CONFLICT RELATES. SUCH DISCLOSURE AND THE FACT THAT THE DIRECTOR DID NOT VOTE OR PARTICIPATE IN THE DELIBERATIONS IS RECORDED IN THE RELEVANT MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ALL DOCUMENTS AVAILABLE UPON REQUEST |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FUND FOR THE AGED HOLDING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 WEST 106TH ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | OWNS PROPERTY OF TWO DELAWARE LLC'S | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FUND FOR THE AGED | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 156 WEST 106TH STREET | |||||||||||
| 120 WEST 106TH ST | NEW YORK | NY | 10025 | 270308650 | HEALTH SERVICES | NY | 501(C)(3) | LINE 10 | JEWISH HOME LIFECARE | 0 | |
| GERIATRIC CAREER DEVELOPMENT PROGRAM INC | |||||||||||
| 120 WEST 106TH ST | NEW YORK | NY | 10025 | 462452619 | HEALTH SERVICES | NY | 501(C)(3) | LINE 10 | JEWISH HOME LIFECARE | 0 | |
| HARRY & JEANETTE WEINBERG GARDENS HDFC | |||||||||||
| 120 WEST 106TH ST | NEW YORK | NY | 10025 | 204981328 | AFFORDABLE HOUSING | NY | 501(C)(3) | LINE 10 | JEWISH HOME LIFECARE HARRY & JEANETTE WEINBERG BRONX | 0 | |
| HARRY & JEANETTE WEINBERG RIVERDALE HDFC | |||||||||||
| 120 WEST 106TH ST | NEW YORK | NY | 10025 | 133865179 | AFFORDABLE HOUSING | NY | 501(C)(3) | LINE 10 | JEWISH HOME LIFECARE HARRY & JEANETTE WEINBERG BRONX | 0 | |
| JEWISH HOME LIFECARE | |||||||||||
| 120 WEST 106TH ST | NEW YORK | NY | 10025 | 133267073 | HEALTH SERVICES | NY | 501(C)(3) | LINE 10 | 0 | N/A | |
| JEWISH HOME LIFECARE COMMUNITY SERVICES | |||||||||||
| 120 WEST 106TH ST | NEW YORK | NY | 10025 | 270158524 | HOME HEALTH AGENCY | NY | 501(C)(3) | LINE 10 | JEWISH HOME LIFECARE | 0 | |
| JEWISH HOME LIFECARE HARRY & JEANETTE WEINBERG BRONX | |||||||||||
| 120 WEST 106TH ST | NEW YORK | NY | 10025 | 237071900 | HEALTH SERVICES | NY | 501(C)(3) | LINE 10 | JEWISH HOME LIFECARE | 0 | |
| JEWISH HOME LIFECARE MANHATTAN | |||||||||||
| 120 WEST 106TH ST | NEW YORK | NY | 10025 | 131624033 | HEALTH SERVICES | NY | 501(C)(3) | LINE 10 | JEWISH HOME LIFECARE | 0 | |
| JEWISH HOME LIFECARE SARAH NEUMAN CENTER | |||||||||||
| 120 WEST 106TH ST | NEW YORK | NY | 10025 | 133620568 | HEALTH SERVICES | NY | 501(C)(3) | LINE 10 | JEWISH HOME LIFECARE HARRY & JEANETTE WEINBERG BRONX | 0 | |
| JEWISH HOME LIFECARE UNIVERSITY AVE ASSISTED LIVING | |||||||||||
| 120 WEST 106TH ST | NEW YORK | NY | 10025 | 273960910 | ASSISTED LIVING | NY | 501(C)(3) | LINE 10 | JEWISH HOME LIFECARE | 0 | |
| KENNETH GLADSTONE BUILDING HDFC | |||||||||||
| 120 WEST 106TH ST | NEW YORK | NY | 10025 | 134078893 | AFFORDABLE HOUSING | NY | 501(C)(3) | LINE 10 | JEWISH HOME LIFECARE HARRY & JEANETTE WEINBERG BRONX | 0 | |
| KITTAY HOUSE | |||||||||||
| 120 WEST 106TH ST | NEW YORK | NY | 10025 | 132619576 | AFFORDABLE HOUSING | NY | 501(C)(3) | LINE 10 | JEWISH HOME LIFECARE | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| JEWISH HOME LIFECARE HOME ASSISTANCE PERSONNELL INC | |||||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | 133267068 | PERSONAL CARE WORKER | NY | N/A | C | 0 |
| JEWISH HOME LIFECARE SPECTRUM SERVICES | |||||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | 453563804 | PERSONAL CARE WORKER | NY | N/A | C | 0 |
| 2614 KINGSBRIDGE CORP | |||||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | 132749776 | PARKING GARAGE | NY | N/A | C | 0 |
| 102 WEST 107TH STREET CORPORATION | |||||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | 132760057 | PARKING GARAGE | NY | N/A | C | 0 |
| JEWISH HOME LIFECARE MANAGEMENT LLC | |||||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | 320359277 | PERSONAL CARE WORKER | NY | N/A | C | 0 |
| JHHA MEDICAL GROUP PC | |||||||||
| 120 WEST 106TH STREET | NEW YORK | NY | 10025 | 133364558 | HEALTH SERVICES | NY | N/A | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
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