2014-05-14T13:53:28-05:00 2013-06-30 271728945 O'CONNOR DAVIES LLP 15 ESSEX RD PARAMUS NJ 076521412 990 2012-07-01 223263347 KPMG DISASTER RELIEF FUND KPMG 2013077763 3 CHESTNUT RIDGE ROAD MONTVALE NJ 07645 BERNARD J MILANO 2013077763 2014-05-12 1 BRIAN M FLYNN P00739850 2017129800 2012 2015-11-30 17:44:51Z BERNARD J MILANO 3 CHESTNUT RIDGE ROAD MONTVALE NJ 07645 745114 0 X N/A X 1992 NJ THE PURPOSE IS TO PROVIDE A VEHICLE FOR PARTNERS AND EMPLOYEES OF KPMG LLP TO ASSIST COLLEAGUES WHO HAVE AN IMMEDIATE FINANCIAL NEED AND/OR PERMANENT FINANCIAL LOSS RESULTING FROM A NATURAL DISASTER. 8 8 0 8 0 0 507796 745114 0 0 0 0 0 0 507796 745114 693155 1088298 0 0 0 0 0 0 0 17175 40515 710330 1128813 -202534 -383699 1188025 804576 3500 3750 1184525 800826 X SEE SCHEDULE O 0 0 1093298 1088298 THE PURPOSE OF THE KPMG DISASTER RELIEF FUND (FUND) IS TO PROVIDE A VEHICLE FOR PARTNERS AND EMPLOYEES OF KPMG LLP (KPMG) TO ASSIST COLLEAGUES WHO HAVE AN IMMEDIATE FINANCIAL NEED AND/OR PERMANENT FINANCIAL LOSS RESULTING FROM A NATURAL DISASTER. THE FUND WILL ACHIEVE ITS OBJECTIVE BY COLLECTING VOLUNTARY CONTRIBUTIONS FROM PARTNERS, EMPLOYEES, RETIREES AND OTHERS. THE FUND MAY ALSO ACCEPT CONTRIBUTIONS FROM KPMG OR FROM AFFILIATED ENTITIES. AMOUNTS WILL BE DISTRIBUTED TO DISASTER VICTIMS ACCORDING TO THE FUND'S POLICIES AND PROCEDURES. IN ADDITION TO PROVIDING DISASTER ASSISTANCE TO KPMG PARTNERS AND EMPLOYEES, THE FUND MAY ALSO MAKE CONTRIBUTIONS TO OTHER 501(C)(3) ORGANIZATIONS. GENERALLY, SUCH CONTRIBUTIONS TO A PUBLIC CHARITY WILL BE IN RESPONSE TO A NEED CAUSED BY A NATURAL DISASTER. IN RESPONSE TO THE SEPTEMBER 11, 2001 TERRORIST ATTACKS ON THE UNITED STATES, THE STATEMENT OF PURPOSE OF THE FUND WAS AMENDED TO ALLOW IT TO COLLECT VOLUNTARY CONTRIBUTIONS FROM KPMG AND ITS PARTNERS, EMPLOYEES, AND RETIREES, AND FROM ANY OTHER INDIVIDUAL OR ENTITY, AND DISTRIBUTE SUCH CONTRIBUTIONS TO OTHER QUALIFIED ORGANIZATIONS TO PROVIDE BENEFIT TO SURVIVORS AND FAMILIES OF THE VICTIMS OF THE SEPTEMBER 11, 2001 TERRORIST ATTACKS, OR ANY SUCH TRAGEDIES IN THE FUTURE. IN RESPONSE TO THE DECEMBER 2004 TSUNAMI THAT DEVASTATED THE FAR EAST, THE STATEMENT OF PURPOSE OF THE FUND WAS AMENDED TO ALLOW IT TO COLLECT VOLUNTARY CONTRIBUTIONS FROM KPMG AND ITS PARTNERS, EMPLOYEES AND RETIREES, AND FROM ANY OTHER INDIVIDUAL OR ENTITY, AND DISTRIBUTE SUCH CONTRIBUTIONS TO QUALIFIED INTERNATIONAL CHARITABLE ORGANIZATIONS. 1093298 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 NJ X X BERNARD J MILANO 2013077662 3 CHESTNUT RIDGE ROAD MONTVALE NJ 07645 X X BERNARD J MILANO 2.00 X X 0 0 0 JOHN COLE 1.00 X X 0 0 0 TARA M PERINO 1.00 X X 0 0 0 SYLVIA BRANDES 1.00 X 0 0 0 LATORIA TORI J CARROLL FARMER 1.00 X 0 0 0 KATHY A H HANNAN 1.00 X 0 0 0 BRUCE N PFAU 1.00 X 0 0 0 DAVID L WAGNER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 745114 745114 745114 0 0 0 499792 499792 79413 79413 509093 509093 6665 6665 28206 28206 26 26 BAD DEBT 5000 5000 REGISTRATION FEE 618 618 1128813 1093298 35515 0 1183025 804576 5000 0 1188025 804576 3500 3750 3500 3750 X 46631 24752 1137894 776074 1184525 800826 1188025 804576 -383699 0 X X 0 1 X 1 0 X 70107 1637742 1372706 507796 745114 4333465 70107 1637742 1372706 507796 745114 4333465 1433732 2899733 2204 495 2699 4336164 0.66870 0.68680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 745114 0 745114 0 745114 1128813 0 1128813 0 1128813 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FUND RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE FUND HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE FUND IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2010. 1 SOUTH ASIA 0 0 PROGRAM SERVICES GRANTMAKING 21975 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES GRANTMAKING 487118 0 0 0 0 0 0 509093 0 509093 SOUTH ASIA PAKISTAN FLOOD 20125 CHECK FMV SUB-SAHARAN AFRICA MILLENIUM VILLAGE PROJECT 487118 CHECK FMV 2 0 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: AS THE ADMINISTRATOR OF THE MILLENIUM VILLAGE PROJECT, OUR KPMG GLOBAL GRANTS PRACTICE IS MONITORING THE USE OF FUNDS AND REPORTS ANNUALLY TO THE DRF BOARD OF DIRECTORS. THERE IS A SIGNED GRANTS AND SERVICES AGREEMENT IN PLACE. THE DRF BOARD APPOINTS A DISASTER RELIEF TASK FORCE (DRTF) TO MAKE RECOMMENDATIONS FOR DISTRIBUTING FUNDS COLLECTED. MEMBERS OF THE DRTF ARE SELECTED ON THE BASIS OF VAST EXPERTISE RELATED TO THE PROJECT AT HAND. PAST MEMBERS INCLUDE JOHN-ANTHONY A. MEZA; AIDAN WALSH; RICK SPEIZMAN; JACK MILLER; TIM STILES; BILL BENTLEY, COO OF THE POINTS OF LIGHT FOUNDATION; AND STEPHEN JORDAN, EXECUTIVE DIRECTOR OF THE U.S. CHAMBER OF COMMERCE CENTER FOR CORPORATE CITIZENSHIP. THE DRTF REVIEWS RECOMMENDATIONS FROM KPMG PARTNERS, EMPLOYEES, AND OTHER KPMG PRACTICES; AND OTHER GENERALLY AVAILABLE INFORMATION. THE DRTF MEETS AS FREQUENTLY AS NECESSARY TO VET ORGANIZATIONS AND DEVELOP RECOMMENDATIONS FOR PRESENTATION TO THE DRF BOARD OF DIRECTORS. THE DRF BOARD OF DIRECTORS REVIEWS DRTF RECOMMENDATIONS ALONG WITH KPMG GLOBAL RELIEF EFFORTS. FINAL DECISIONS ARE MADE AT A SCHEDULED BOARD MEETING OR BY EMAIL BALLOT. INTERNATIONAL AGENCIES RECEIVING FUNDING ARE REQUIRED TO SUBMIT AND REPORT DOCUMENTING THE USE OF FUNDS. 1 AMERICAN RED CROSS 2025 E STREET NW WASHINGTONG DC 20006 530196605 501 (C)(3) 21706 GENERAL SUPPORT ST ANN'S WAREHOUSE INC 55 WASHINGTON STREET SUITE 458 BROOKLYN NY 11201 112665242 501 (C)(3) 15000 GENERAL SUPPORT PETER K RUHRY KEYS TO HOPE FOUNDATION 142 ROXBURTY RD GARDEN CITY NY 11530 455427132 501 (C)(3) 10000 GENERAL SUPPORT CITY HARVEST INC 6 E 32ND ST 5TH FL NEW YORK NY 10016 133170676 501 (C)(3) 15000 GENERAL SUPPORT ALZHEIMER'S ASSOCIATION 360 LEXINGTON AVE NEW YORK NY 10017 133277408 501 (C)(3) 19000 GENERAL SUPPORT THE BOWERY MISSION 132 MADISON AVENUE NEW YORK NY 10016 131617086 501 (C)(3) 20000 GENERAL SUPPORT JUVENILE DIABETES RESEARCH FOUNDATION 120 WALL STREET NEW YORK NY 10005 231907729 501 (C)(3) 12900 GENERAL SUPPORT JUNIOR ACHIEVEMENT OF NEW YORK 420 LEXINGTON AVE NEW YORK NY 10170 133031828 501 (C)(3) 50000 GENERAL SUPPORT ONE FUND BOSTON INC 18 TREMONT ST STE 330 BOSTON MA 02108 462547157 501 (C)(3) 61956 GENERAL SUPPORT NEW YORK SAYS THANK YOU FOUNDATION 2576 BROADWAY 174 NEW YORK NY 10025 201554830 501 (C)(3) 175000 GENERAL SUPPORT CARDINAL'S COMMITTEE FOR CHARITY 1011 FIRST AVENUE NEW YORK NY 10022 135562185 501(C)(3) 66000 GENERAL SUPPORT 11 0 HURRICANE SANDY RECOVERY 9 79413 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THESE GRANTS WERE APPROVED BY THE DRF BOARD OF DIRECTORS UTILIZING RECOMMENDATIONS MADE BY THE NEW YORK METRO ADVISORY COUNCIL AS DESCRIBED BELOW. GRANT APPROVAL/PAYMENT PROCESS: THE NEW YORK EMTRO ADVISORY COUNCIL CONDUCTS A PREVIOUSLY ESTABLISHED REVIEW PROCESS OF PARTNER/MANAGER MATCHING FUND REQUESTS AND SUBMITS FINAL RECOMMENDATIONS TO THE DRF BOARD OF DIRECTORS (SEE ATTACHED DOCUMENTS). RECOMMENDATIONS ARE DISTRIBUTED TO THE DRF'S BOARD OF DIRECTORS VIA EMAIL BALLOT. DRF DIRECTORS WILL CONSIDER RECOMMENDATIONS IN GOOD FAITH AND WILL HAVE FINAL AUTHORITY, AND WILL MAINTAIN DISCRETION AND CONTROL, TO DETERMINE THE CHARITABLE ORGANIZATIONS TO RECEIVE DISTRIBUTIONS, AND THE AMOUNT OF SUCH DISTRIBUTIONS EACH YEAR. DRF STAFF WILL ISSUE GRANT CHECKS FROM THE FUND TO THE SELECTED CHARITABLE ORGANIZATIONS. A COPY OF THE CHECK TRANSMITTAL LETTER WILL BE SENT TO THE CHAIR OF THE NEW YORK METRO ADVISORY COUNCIL AND THE ORIGINAL DONOR. THE CHECK TRANSMITTAL LETTER WILL BE SENT TO THE CHAIR OF THE NEW YORK METRO ADVISORY COUNCIL AND THE ORIGINAL DONOR. ORGANIZATION MISSION STATEMENT FORM 990, PART III, LINE 1 THE PURPOSE OF THE KPMG DISASTER RELIEF FUND (FUND) IS TO PROVIDE A VEHICLE FOR PARTNERS AND EMPLOYEES OF KPMG LLP (KPMG) TO ASSIST COLLEAGUES WHO HAVE AN IMMEDIATE FINANCIAL NEED AND/OR PERMANENT FINANCIAL LOSS RESULTING FROM A NATURAL DISASTER. THE FUND WILL ACHIEVE ITS OBJECTIVE BY COLLECTING VOLUNTARY CONTRIBUTIONS FROM PARTNERS, EMPLOYEES, RETIREES AND OTHERS. THE FUND MAY ALSO ACCEPT CONTRIBUTIONS FROM KPMG OR FROM AFFILIATED ENTITIES. AMOUNTS WILL BE DISTRIBUTED TO DISASTER VICTIMS ACORDING TO THE FUND'S POLICIES AND PROCEDURES. IN ADDITION TO PROVIDING DISASTER ASSISTANCE TO KPMG PARTNERS AND EMPLOYEES, THE FUND MAY ALSO MAKE CONTRIBUTIONS TO OTHER 501(C)(3) ORGANIZATIONS. GENERALLY, SUCH CONTRIBUTIONS TO A PUBLIC CHARITY WILL BE IN RESPONSE TO A NEED CAUSED BY A NATURAL DISASTER. IN RESPONSE TO THE SEPTEMBER 11, 2001 TERRORIST ATTACKS ON THE UNITED STATES, THE STATEMENT OF PURPOSE OF THE FUND WAS AMENDED TO ALLOW IT TO COLLECT VOLUNTARY CONTRIBUTIONS FROM KPMG AND ITS PARTNERS, EMPLOYEES, AND RETIREES, AND FROM ANY OTHER INDIVIDUAL OR ENTITY, AND DISTRIBUTE SUCH CONTRIBUTIONS TO OTHER QUALIFIED ORGANIZATIONS TO PROVIDE BENEFIT TO SURVIVORS AND FAMILIES OF THE VICTIMS OF THE SEPTEMBER 11, 2001 TERRORIST ATTACKS, OR ANY SUCH TRAGEDIES IN THE FUTURE. IN RESPONSE TO THE DECEMBER 2004 TSUNAMI THAT DEVASTATED THE FAR EAST, THE STATEMENT OF PURPOSE OF THE FUND WAS AMENDED TO ALLOW IT TO COLLECT VOLUNTARY CONTRIBUTIONS FROM KPMG AND ITS PARTNERS, EMPLOYEES AND RETIREES, AND FROM ANY OTHER INDIVIDUAL OR ENTITY, AND DISTRIBUTE SUCH CONTRIBUTIONS TO QUALIFIED INTERNATIONAL CHARITABLE ORGANIZATIONS. EFFECTIVE MARCH 31, 2011, THE KPMG DISASTER RELIEF FUND (DRF) ENTERED INTO AN AGREEMENT TO ADMINISTER THE NEW YORK FUND (FORMERLY THE KPMG NEW YORK FOUNDATION) AT WHICH TIME ALL FUNDS HELD IN THE KPMG NEW YORK FOUNDATION ACCOUNT WERE TRANSFERRED TO THE KPMG DISASTER RELIEF FUND TO BE INVESTED IN COMMON WITH OTHER FUNDS MAINTAINED BY THE DRF AS A SEPARATE ENTITY (NEW YORK FUND) ON THE DRF'S BOOKS AND RECORDS. FUTURE CONTRIBUTIONS WILL BE SENT DIRECTLY TO THE KPMG DISASTER RELIEF FUND RESTRICTED TO THE NEW YORK FUND. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. TEN DAYS PRIOR TO FILING A FINAL DRAFT COPY IS PROVIDED ELECTRONICALLY TO THE BOARD MEMBERS FOR THEIR REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, FORM 990, FORM 1023, AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART VII, SECTION A: BERNARD J. MILANO ACTS AS PRESIDENT OF EACH OF THE FOLLOWING ENTITIES: KPMG FOUNDATION, THE PHD PROJECT, AND THE KPMG DISASTER RELIEF FUND. HE SPENDS APPROXIMATELY 75%, 20%, AND 5% OF HIS TIME ON THE RESPECTIVE ORGANIZATIONS. AS PRESIDENT OF THESE ENTITIES HE RECEIVES NO COMPENSATION. HIS COMPENSATION IS PAID BY KPMG, LLP WHICH IS A RELATED ORGANIZATION. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.