2022-11-15T09:06:30-06:00 2021-12-31 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2021-01-01 133971396 KENDAL ON HUDSON KEND 9149221000 1010 KENDAL WAY SLEEPY HOLLOW NY 10591 JEAN ECCLESTON CFO 9149221000 2022-11-14 1 JEAN ECCLESTON XXX-XX-XXXX KERRI N BOGDA CPA P00760402 7177404863 2022-11-11 X 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z PAMELA KAPPROTH 1010 KENDAL WAY SLEEPY HOLLOW NY 10591 62504549 0 X WWW.KOHUD.KENDAL.ORG X 1997 NY TO PROVIDE INNOVATIVE PROGRAMS AND SERVICES TO FOSTER THE AUTONOMY AND WELL BEING OF OLDER ADULTS. 15 15 276 15 0 0 431532 2504475 32982947 32130558 2578258 977606 0 515782 35992737 36128421 184652 313005 0 0 13032354 13201656 0 0 0 19763101 20410164 32980107 33924825 3012630 2203596 198828526 201830109 209434014 210099827 -10605488 -8269718 X TO PROVIDE INNOVATIVE PROGRAMS AND SERVICES TO FOSTER THE AUTONOMY AND WELL BEING OF OLDER ADULTS IN OUR COMMUNITY, BASED ON A VALUES-DRIVEN COMMITMENT TO: (SEE SCHEDULE 0)- SUPPORTING INDEPENDENCE AND EQUALITY- FOSTERING A SPIRIT OF COMMUNITY - FOCUSING ON WELLNESS AND QUALITY HEALTH CARE- CREATING A CLIMATE OF CONTINUOUS LEARNING AND INNOVATION- OPERATING IN A MANNER ALWAYS CONSISTENT WITH THE HIGHEST STANDARDS OF SOCIAL, FISCAL AND GOVERNANCE RESPONSIBILITY IN ORDER TO FULFILL OUR PROMISE OF FUTURE CARE 0 0 28925385 313005 32130558 IN 2021, KENDAL ON HUDSON (KOHUD) FULFILLED ITS MISSION AND SERVED CONTRACT HOLDERS BETWEEN THE AGES OF 66 AND 103. AS A TYPE A COMMUNITY CARE RETIREMENT COMMUNITY (CCRC), KOHUD HAS A LIFETIME OBLIGATION OF CARE TO ALL SUCH RESIDENTS, INCLUSIVE OF THE PROVISION OF CHARITY CARE SHOULD RESIDENTS BECOME UNABLE TO PAY.KOHUD SERVED 18 PERSONS AS DIRECT ADMISSION RESIDENTS TO OUR ENRICHED HOUSING AND SKILLED NURSING PROGRAMS. AS REQUIRED UNDER NY REGULATION, AT LEAST 23% OF ALL DIRECT ADMISSIONS TO KOHUD MUST BE MEDICAID OR DUAL ELIGIBLE PATIENTS. CARE AND SERVICES TO RESIDENTS INCLUDE A RESIDENT CARE CENTER WHERE PHYSICIANS VISIT ON AN AS NEEDED BASIS AND A NURSE PRACTITIONER PROVIDES CARE 6 DAYS A WEEK. 28925385 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 15 0 276 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 0 1 1 1 0 1 1 1 1 1 1 1 1 1 0 0 NY X JEAN ECCLESTON 9149221000 1010 KENDAL WAY SLEEPY HOLLOW NY 10591 HOWARD SMITH CHAIR 4.00 0.00 X X 0 0 0 MARLENE CALMAN SECRETARY 4.00 0.00 X X 0 0 0 BERNARD JOE LILLIS TREASURER 4.00 0.00 X X 0 0 0 LYNN TEPPER DIRECTOR 4.00 0.00 X X 0 0 0 HOWARD PERMUT DIRECTOR 4.00 0.00 X 0 0 0 KRUSKAL HEWITT DIRECTOR 4.00 0.00 X 0 0 0 KYLE MCGOVERN DIRECTOR 4.00 0.00 X 0 0 0 BARRY MORRIS DIRECTOR 4.00 0.00 X 0 0 0 DEB WOOD DIRECTOR 4.00 0.00 X 0 0 0 CAROLINE PERSELL DIRECTOR 4.00 0.00 X 0 0 0 JOHN SORICE DIRECTOR 4.00 0.00 X 0 0 0 LYNN CHIP WAGNER DIRECTOR 4.00 0.00 X 0 0 0 ED NAPOLEON DIRECTOR 4.00 0.00 X 0 0 0 VICTORIA GEARITY DIRECTOR 4.00 0.00 X 0 0 0 SHARON WEXLER DIRECTOR 4.00 0.00 X 0 0 0 PAMELA KLAPPROTH CEO (OFFICER) 40.00 0.00 X 294367 0 34871 JEAN ECCLESTON CFO (OFFICER) 40.00 0.00 X 221181 0 29539 LISA WACHT HEALTH SERVICES ADMINISTRATOR 40.00 0.00 X 179034 0 38219 CHRISTINE APPEL DIRECTOR OF NURSING 40.00 0.00 X 179709 0 19751 ROBERT MICHAEL DIRECTOR OF FACILITIES 40.00 0.00 X 182619 0 17158 LOIS DISTEFANO DIRECTOR OF MARKETING 40.00 0.00 X 159067 0 11957 RICKNELL TESORIO REGISTERED NURSE 55.00 0.00 X 141679 0 35117 DONNA BROWN-CHIN LICENSED PRACTICAL NURSE 66.00 0.00 X 146530 0 18033 BRIDGET REILLY DIRECTOR OF FINANCE 40.00 0.00 X 136758 0 18983 ELLEN MAGALONA NURSE MANAGER 40.00 0.00 X 123484 0 34387 1764428 0 258015 19 0 1 0 HD SUPPLY FACILITIES MAINTENANCE LTD PO BOX 509058 SAN DIEGO CA 92150 CONSTRUCTION 1326496 AFFINITY REHABILITATION LLP SPECTRUM ACQUISTION LLC - SNF PO B BALTIMORE MD 21264 REHAB SERVICES 607907 BIO REFERENCE 481 EDWARD H ROSS DR ELMWOOD PARK NJ 07407 LAB SERVICES 432689 SAGE AGE STRATEGIES PO BOX 896841 CHARLOTTE NC 28289 ADVERTISING 308749 BI-COUNTY 445 BROAD HOLLOW ROAD STE 25 MELVILLE NY 11747 CONSCTRUCTION 228079 23 2414707 89768 2504475 RESIDENTIAL REVENUE 623990 18399293 18399293 AMORTIZATION OF DEFERRED REV 623990 7658035 7658035 HEALTH CENTER FEES 623990 6073230 6073230 32130558 1225679 1225679 182961 0 182961 182961 182961 26128055 26376128 -248073 -248073 -248073 TELEPHONE CHARGES 900099 169295 169295 CAFETERIA/CATERING 900099 80021 80021 MAINTENANCE 900099 38437 38437 45068 45068 332821 36128421 32130558 0 1493388 50500 50500 262505 262505 1137715 967058 170657 9156052 7782647 1373405 662016 562714 99302 1108309 896814 211495 1137564 1012182 125382 61712 61712 88728 88728 1736 1736 115279 115279 168747 168747 333909 333909 874416 437208 437208 14100 7050 7050 4072650 4072650 14642 13149 1493 27026 8108 18918 2595185 2543281 51904 977208 977208 5751982 5636942 115040 588773 102718 486055 PURCHASED SERVICES 2809094 1564372 1244722 FOOD SERVICES 1062856 1062856 PANDEMIC EXPENSES 471600 471600 MEDICAL SUPPLIES 203906 203906 176615 121170 55445 33924825 28925385 4999440 0 4735399 922940 22166069 24308287 2501766 564377 80977 89768 1616808 1968941 180519804 73768751 109384487 106751053 50879349 60215244 7463671 7009499 198828526 201830109 3735006 3815763 58853271 70122340 66335411 63166448 674596 918918 2063894 77771836 72076358 209434014 210099827 X -10605488 -8269718 -10605488 -8269718 198828526 201830109 X 2203596 221942 -89768 X 0 1 X 1 0 X 73919 70247 143392 431532 2504475 3223565 26301741 28506803 30646603 32982947 32130558 150568652 1063128 1063128 27438788 28577050 30789995 33414479 34635033 154855345 414783 348383 354116 414829 1532111 10823925 10823925 414783 348383 354116 414829 10823925 12356036 142499309 905767 1224680 1062830 1180713 1408640 5782630 905767 1224680 1062830 1180713 1408640 5782630 48000 332821 380821 28344555 29849730 31852825 34595192 36376494 161018796 0.88500 0.95250 0.03590 0.03560 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: BEAUTY SALON - 2021 AMOUNT: $ 7,655. CAFETERIA/CATERING - 2021 AMOUNT: $ 80,021. FITNESS/PERSONAL TRAINING - 2021 AMOUNT: $ 10,793. MAINTENANCE - 2021 AMOUNT: $ 38,437. MISCELLANEOUS - 2021 AMOUNT: $ 8,870. PROCESSING FEES - 2021 AMOUNT: $ 17,750. SETTLEMENT - 2018 AMOUNT: $ 48,000. TELEPHONE CHARGES - 2021 AMOUNT: $ 169,295. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1736 1736 0 PART II-B, LINE 1: KENDAL ON HUDSON PAYS DUES TO LEADING AGE. A PORTION OF THE DUES PAID TO THE ORGANIZATION IS ALLOCABLE TO LOBBYING EXPENSES. THE TOTAL AMOUNT OF DUES PAID TO LEADING AGE IN 2021 THAT WERE ALLOCABLE TO LOBBYING WERE $1,736. 0 1 X 153940178 57433214 96506964 12318621 4369443 7949178 13834321 11966094 1868227 426684 426684 106751053 OPERATING LEASE 8348710 REFUNDABLE ENTRY FEES 63727648 72076358 X 36140066 221942 -120529 101413 36038653 89768 89768 36128421 33804296 0 33804296 120529 120529 33924825 PART IV, LINE 2B: BEFORE MOVE-IN, RESIDENTS RESERVE THEIR ACCOMMODATIONS BY PROVIDING A SECURITY DEPOSIT, WHICH ARE HELD IN AN ESCROW FUND. ONCE 90 DAYS HAVE PASSED SINCE MOVE-IN, THE ESCROW FUNDS ARE RELEASED. PART X, LINE 2: KOH IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE IRC; ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REQUIRED. KOH FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THESE PROVISIONS HAS NO IMPACT ON KOH'S FINANCIAL STATEMENTS. KOH MAY STILL BE SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE IRC. KOH'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT EXPENSES -115,279. NEGATIVE REVENUE ACCOUNT RECLASSED TO EXPENSE -5,250. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTION - FINANCIAL STATEMENT NET ASSET TRANSFER 89,768. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT EXPENSES 115,279. NEGATIVE REVENUE ACCOUNT RECLASSED TO EXPENSE 5,250. 1 TARRYTOWNS ROTARY FOUNDATION INC PO BOX 2 TARRYTOWN NY 10591 133334507 501(C)(3) 20500 0 TO SUPPORT FOOD SECURITY PROGRAM N THE TARRYTOWNS COMMUNITY HABITAT FOR HUMANITY 285 PEACHTREE CENTER AVE NE SUITE 2700 ATLANTA GA 30303 133749969 501(C)(3) 0 20000 BOOK BUILDING MATERIALS DONATED TO HABITAT FOR HUMANITY RESALE STORE TO SUPPORT HABITAT FOR HUMANITY RESALE STORE 2 0 HOUSING ASSISTANCE 5 246451 PUBLIC SCHOOL EDUCATION 150 5000 11054 COST SCHOOL SUPPLIES FOR TARRYTOWN SCHOOL DISTRICT PART I, LINE 2: ONCE HOUSING ASSISTANCE IS AWARDED, KOHUD MAINTAINS COMPLETE CONTROL OVER THE APPLICATION OF THE FUNDS TO THE RECIPIENT'S ACCOUNT; AS SUCH KOHUD IS ABLE TO CONFIRM ALL ASSISTANCE IS USED FOR ITS INTENDED PURPOSE. NO FUNDS ARE RELEASED TO THE RECIPIENT DIRECTLY. FOR ALL GRANTS PROVIDED TO ORGANIZATIONS, KOHUD ENSURES THAT ALL ORGANIZATIONS ARE TAX EXEMPT UNDER IRS SECTION 501(C)(3) AND STILL IN GOOD STANDING. ADDITIONALLY, KOHUD CONFIRMS THAT EACH OF THE ORGANIZATION'S GOALS AND OBJECTIVES ARE IN ALIGNMENT WITH THOSE OF KOHUD. X X X 0 0 0 0 0 0 0 0 0 PAMELA KLAPPROTH CEO (OFFICER) 288982 0 5385 0 0 0 14070 0 20801 0 329238 0 0 0 JEAN ECCLESTON CFO (OFFICER) 219406 0 1775 0 0 0 13606 0 15933 0 250720 0 0 0 LISA WACHT HEALTH SERVICES ADMINISTRATOR 177259 0 1775 0 0 0 11302 0 26917 0 217253 0 0 0 ROBERT MICHAEL DIRECTOR OF FACILITIES 181799 0 820 0 0 0 10819 0 6339 0 199777 0 0 0 CHRISTINE APPEL DIRECTOR OF NURSING 179709 0 0 0 0 0 8935 0 10816 0 199460 0 0 0 RICKNELL TESORIO REGISTERED NURSE 141679 0 0 0 0 0 9019 0 26098 0 176796 0 0 0 LOIS DISTEFANO DIRECTOR OF MARKETING 123292 0 6775 0 29000 0 1523 0 10434 0 171024 0 0 0 DONNA BROWN-CHIN LICENSED PRACTICAL NURSE 146530 0 0 0 0 0 8876 0 9157 0 164563 0 0 0 ELLEN MAGALONA NURSE MANAGER 123484 0 0 0 0 0 8072 0 26315 0 157871 0 0 0 BRIDGET REILLY DIRECTOR OF FINANCE 136758 0 0 0 0 0 8354 0 10629 0 155741 0 0 0 A COUNTY OF WESTCHESTER LDC 455135576 95737TAB2 2013-04-18 68330445 REFUND OF BONDS ISSUED 2003 & 200 0 0 0 B COUNTY OF WESTCHESTER LDC 455135576 2014-05-07 18000000 CAPITAL IMPROVEMENTS 0 0 0 A 19438590 68330445 4850000 1151841 222075 62106529 2013 0 1 1 1 B 2812983 18000000 18000000 2014 0 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 1 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 1 1 B 0 0 0 1 0 0 0 0 0 A 1 B 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: COUNTY OF WESTCHESTER LDC DATE THE REBATE COMPUTATION WAS PERFORMED: 07/31/2022 ISSUER NAME: COUNTY OF WESTCHESTER LDC DATE THE REBATE COMPUTATION WAS PERFORMED: 05/18/2022 SCHEDULE K, PART I, BOND ISSUES: (A) ISSUER NAME: COUNTY OF WESTCHESTER LDC (F) DESCRIPTION OF PURPOSE: REFUND OF BONDS ISSUED 2003 & 2007 SCHEDULE K, PART IV, ARBITRAGE, LINE 2C: (A) ISSUER NAME: COUNTY OF WESTCHESTER LDC DATE THE REBATE COMPUTATION WAS PERFORMED: 04/18/2018 FORM 990, PART VI, SECTION A, LINE 6 KENDAL NEW YORK (KNY), A RELATED 501(C)(3) PUBLIC CHARITY, AND PHELPS COMMUNITY CORPORATION, ALSO A 501(C)(3) ORGANIZATION, ARE THE TWO MEMBERS OF KENDAL ON HUDSON (KOHUD). FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS HAVE DECISION-MAKING AUTHORITY OVER DEBT AND MAJOR CONTRACTUAL CHANGES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. A COPY OF THE DRAFT FORM 990 WAS CIRCULATED TO THE FULL BOARD OF DIRECTORS FOR DISCUSSION AND COMMENT. EACH BOARD MEMBER WAS PROVIDED THE OPPORTUNITY TO COMMENT ON THE INFORMATION CONTAINED IN THE FORM 990 PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER, DIRECTOR, COMMITTEE MEMBER, AND KEY EMPLOYEE IS REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST THAT ARISE TO THE BOARD OF DIRECTORS. KOH MONITORS COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY THROUGH A DUTY TO DISCLOSE AS STATED IN THE POLICY AS WELL AS A FORMAL ANNUAL QUESTIONNAIRE/DISCLOSURE STATEMENT THAT IS DISTRIBUTED TO THESE INDIVIDUALS. POTENTIAL CONFLICTS ARE INVESTIGATED IMMEDIATELY. THE MEMBERS OF THE BOARD WITHOUT A POTENTIAL CONFLICT MAKE THE DETERMINATION AS TO WHETHER A POTENTIAL CONFLICT IS AN ACTUAL CONFLICT. THE PERSON WITH THE POTENTIAL CONFLICT, OR IF DETERMINED AN ACTUAL CONFLICT, IS RECUSED FROM ANY DISCUSSION AND VOTE RELATED TO THE CONFLICTED MATTER. THE POLICY STATES THAT FAMILY AND BUSINESS RELATIONSHIPS ARE SOURCES OF POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A KOH UNDERTAKES A PROCESS TO ENSURE THAT THE EXECUTIVE COMPENSATION IT PAYS TO ITS TOP MANAGEMENT OFFICIAL AND ALL OF THE OTHER OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION IS REASONABLE GIVEN THE MARKET IN WHICH IT KENDAL ON HUDSON 13-3971396 OPERATES. IN 2019 KOH ENGAGED IN A SEARCH FOR A NEW CEO. AN EXECUTIVE SEARCH FIRM WAS RETAINED TO RECRUIT A NEW CEO AND TO DEVELOP AN APPROPRIATE COMPENSATION PACKAGE, WHICH WAS USED FOR 2020 COMPENSATION. UNDER THE DIRECTION OF THE CHAIR OF THE BOARD AND ACCEPTANCE BY THE FULL BOARD, THE EXECUTIVE SEARCH FIRM PROVIDED CONSULTATION AND DATA ON APPROPRIATE COMPENSATION WHICH INCLUDES DATA COMPILED FROM PEER INSTITUTIONS WITHIN THE METROPOLITAN NEW YORK REGION. THE DELIBERATION AND DETERMINATION OF CEO COMPENSATION IS TIMELY DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT ORDINARILY MADE AVAILABLE TO THE PUBLIC, BUT, IF REQUESTED, WILL BE PROVIDED AT MANAGEMENT'S DISCRETION. FORM 990, PART XI, LINE 9: CONTRIBUTION - FINANCIAL STATEMENT NET ASSET TRANSFER -89,768. THE KENDAL CORPORATION 1107 EAST BALTIMORE PIKE KENNETT SQUARE PA 19348 232688382 DEVELOP AND PROVIDE ADMINISTRATION FOR CCRCS PA 501(C)(3) LINE 12C, III-FI N/A 0 KENDAL NEW YORK 1010 KENDAL WAY SLEEPY HOLLOW NY 10591 061656576 PROVIDE SUPPORT SERVICES FOR TWO RETIREMENT COMMUNITIES IN NY STATE NY 501(C)(3) LINE 12A, I THE KENDAL CORPORATION 0 KENDAL AGING C/O 1107 EAST BALTIMORE PIKE KENNETT SQUARE PA 19348 823361136 PROVIDE SUPPORT SERVICES FOR TWO RETIREMENT COMMUNITIES IN CA STATE CA 501(C)(3) LINE 12B, II THE KENDAL CORPORATION 0 KENDAL CHARITABLE FUNDS 1107 EAST BALTIMORE PIKE KENNETT SQUARE PA 19348 232626425 INVESTMENT/FUNDRAISING IN SUPPORT OF THE KENDAL CORPORATION PA 501(C)(3) LINE 7 THE KENDAL CORPORATION 0 BARCLAY FRIENDS 700 N FRANKLIN ST WEST CHESTER PA 19380 232088476 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) LINE 10 THE KENDAL CORPORATION 0 COLLINGTON EPISCOPAL LIFE CARE COMMUNITY INC 10450 LOTTSFORD RD MITCHELLVILLE MD 20721 521281156 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY MD 501(C)(3) LINE 10 THE KENDAL CORPORATION 0 COLLINGTON FOUNDATION INC 10450 LOTTSFORD RD MITCHELLVILLE MD 20721 522011239 PROVIDE SUPPORT TO COLLINGTON EPISCOPAL LIFE CARE MD 501(C)(3) LINE 12A, I COLLINGTON EPISCOPAL LIFE CARE COMMUNITY 0 KENDAL AT HANOVER 80 LYME RD HONOVER NH 03755 020519490 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY NH 501(C)(3) LINE 10 THE KENDAL CORPORATION 0 KENDAL AT HOME 27519 DETROIT RD WESTLAKE OH 44145 200548053 OPERATE A CONTINUING CARE WITHOUT WALLS OH 501(C)(3) LINE 10 THE KENDAL CORPORATION 0 KENDAL AT ITHACA INC 2230 NORTH TRIPHAMMER RD ITHACA NY 14850 521787487 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY NY 501(C)(3) LINE 10 THE KENDAL CORPORATION 0 KENDAL AT OBERLIN 600 KENDAL DR OBERLIN OH 44074 341567246 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY OH 501(C)(3) LINE 10 THE KENDAL CORPORATION 0 KENDAL NORTHERN OHIO 600 KENDAL DR OBERLIN OH 44074 200547957 PROVIDE SUPPORT TO KENDAL AT OBERLIN OH 501(C)(3) LINE 12C, III-FI KENDAL AT OBERLIN 0 KENDAL AT SONOMA 300 PAGE ST SAN FRANCISCO CA 94102 814896082 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY CA 501(C)(3) LINE 10 THE KENDAL CORPORATION 0 KENDAL-CROSSLANDS COMMUNITIES 1107 EAST BALTIMORE PIKE KENNETT SQUARE PA 19348 231906212 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) LINE 10 THE KENDAL CORPORATION 0 LEXINGTON RETIREMENT COMMUNITY INC 160 KENDAL DR LEXINGTON VA 24450 541795871 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY VA 501(C)(3) LINE 10 THE KENDAL CORPORATION 0 THE ADMIRAL AT THE LAKE 929 WEST FOSTER AVE CHICAGO IL 60640 362171730 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY IL 501(C)(3) LINE 10 THE KENDAL CORPORATION 0 THE LATHROP COMMUNITIES INC 100 BASSETT BROOK DR EASTHAMPTON MA 01027 042996627 OPERATE A 55 & OVER COMMUNITY MA 501(C)(3) LINE 10 THE KENDAL CORPORATION 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME OF RELATED ORGANIZATION: COLLINGTON FOUNDATION, INC. DIRECT CONTROLLING ENTITY: COLLINGTON EPISCOPAL LIFE CARE COMMUNITY, INC.