2013-08-08T13:51:34-05:00 2012-12-31 141567343 MARVIN AND COMPANY PC 11 BRITISH AMERICAN BLVD LATHAM NY 121101405 990 2012-01-01 204311706 THE WOLF FOUNDATION INC WOLF 5853414600 860 HARD ROAD WEBSTER NY 14580 MARK CURLETTA 5853414600 2013-08-06 1 TIMOTHY A REYNOLDS CPA P00971233 5187850134 2012 2016-02-24 21:20:13Z SANKAR SEWNAUTH 860 HARD ROAD WEBSTER NY 14580 1561655 0 X WWW.CDSFOUNDATION.ORG X 2006 NY TO SUPPORT AND BENEFIT THE CHARITABLE ACTIVITIES OF CDS MONARCH, INC. 8 8 0 25 0 0 556706 1386638 247426 0 19152 26138 100020 110404 923304 1523180 298354 1033053 0 0 132162 157912 0 0 224418 243919 66506 674435 1257471 248869 265709 3392194 3646247 81697 70041 3310497 3576206 THE MISSION OF THE WOLF FOUNDATION IS TO SUPPORT AND PROMOTE THE MISSION OF CDS MONARCH, INC. BY SOLICITING AND RECEIVING GIFTS AND PROVIDING EXEMPLARY STEWARDSHIP OF THESE GIFTS. 0 0 1033053 1033053 ASSIST CDS MONARCH, INC. IN DEVELOPING AND MANAGING ITS FUNDRAISING AND INVESTMENT ACTIVITIES, AS WELL AS MAINTAINING MEANINGFUL EMPLOYMENT FOR THE INDIVIDUALS OF CDS MONARCH, INC. 1033053 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 NY X MARK CURLETTA 5853471209 860 HARD ROAD WEBSTER NY 14580 JULIE STERON 1.00 X 0 0 0 JERRY MCCULLOUGH 1.00 X 0 0 0 PETER O'BRIAN 1.00 X 0 0 0 NICOLE SAYERS 1.00 X 0 0 0 KIMBERLY HOFFMAN 1.00 X 0 0 0 MARSHALL COOK 1.00 X 0 0 0 JOHN NORTON 1.00 X 0 0 0 CURT BALCH 1.00 X 0 0 0 MELISSA MULCAHY 40.00 X 75725 0 6807 SANKAR SEWNAUTH 4.00 36.00 X 54320 307815 9679 130045 307815 16486 0 0 1 0 0 1386638 1386638 26138 26138 148879 38475 110404 110404 1523180 0 0 136542 1033053 1033053 136553 136553 669 669 12476 12476 8214 8214 5390 5390 6807 6807 850 850 827 827 1739 1739 2425 2425 2175 2175 811 811 MISCELLANEOUS 17454 17454 PRINTING/COPYING 9290 9290 COMPUTER SOFTWARE & SUP 9208 9208 MARKETING 7070 7070 2460 2460 1257471 1033053 0 224418 10950 23678 2474137 2957929 765 2901 899978 656070 3274 3061 10815 8207 3090 2608 3392194 3646247 8054 3978 73643 66063 81697 70041 X 3237965 3521101 62532 45105 10000 10000 3310497 3576206 3392194 3646247 265709 0 X X 0 1 X 1 0 X X 0 0 0 CDS MONARCH INC 161089115 7 1 1 1 1033053 1 1033053 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10815 8207 2608 2608 DUE TO CDS MONARCH, INC. 66063 66063 1561655 38475 38475 1523180 0 1523180 1295946 38475 38475 1257471 0 1257471 PART XI, LINE 2D - OTHER ADJUSTMENTS: FUND RAISING EXPENSE NETTED AGAINST FUND RAISING REVENUE 38,475. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUND RAISING EXPENSES NETTED AGAINST FUND RAISING REVENUE 38,475. FORM 990, PART IV LINE 11F: UNDER GAAP, THE TAX STATUS OF TAX-EXEMPT ENTITIES IS AN UNCERTAIN TAX POSITION, SINCE EVENTS COULD POTENTIALLY OCCUR THAT JEOPARDIZE THEIR TAX-EXEMPT STATUS. U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSISTIONS TAKEN BY THE AGENCY AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE AGENCY HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE THAN LIKELY WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. MANAGEMENT OF THE WOLF FOUNDATION, INC. HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAVE CONCLUDED THAT AS OF DECEMBER 31, 2011, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION'S MANAGEMENT BELIEVE THAT IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEAR PRIOR TO 2009. GOLF TOURNY 120264 120264 26385 8400 BOWLING TOURNAMENT 28615 28615 1687 2273 1 148879 148879 28072 10673 38745 110134 0 CDS MONARCH INC 860 HARD ROAD WEBSTER NY 14580 161089115 501(C)(3) 1033053 N/A N/A TO HELP THE ORGANIZATION IN ITS TAX-EXEMPT PURPOSE OF SUPPORTING PEOPLE IN THE PURSUIT OF THEIR PERSONAL DREAMS. 0 0 0 0 1 0 1 0 0 SANKAR SEWNAUTH 35815 202952 9605 54430 8900 50433 87 495 1214 7883 55621 316193 0 0 SUPPLEMENTAL INFORMATION PART III SCHEDULE J, QUESTION 5B: ALL PERSONS LISTED IN FORM 990, PART VII, SECTION A, LINE 1, WHO RECEIVED COMPENSATION, RECEIVED COMPENSATION IN THE FORM OF A BONUS WHICH WAS CONTINGENT ON THE ORGANIZATION'S 2012 GROSS REVENUES. SCHEDULE J, QUESTION 6B: ALL PERSONS LISTED IN FORM 990, PART VII, SECTION A, LINE 1, WHO RECEIVED COMPENSATION, RECEIVED COMPENSATION IN THE FORM OF A BONUS WHICH WAS CONTINGENT ON THE ORGANIZATION'S 2012 NET EARNINGS. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE ORGANIZATION'S FINAL FORM 990 WAS PROVIDED, IN ELECTRONIC FORM, TO EACH VOTING MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS PRIOR TO FILING THE FORM WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS WRITTEN CONFLICT OF INTEREST POLICY BY REQUIRING ALL EMPLOYEES, VOLUNTEERS, CONSULTANTS, AND BOARD MEMBERS UPON JOINING THE ORGANIZATION AND ANNUALLY THEREAFTER TO REVIEW, COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT TO REPORT AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST. REPORTS OF ACTUAL OR POTENTIAL CONFLICTS OF INTEREST ARE REPORTED TO THE DIRECTOR OF QA, THE EXECUTIVE TEAM, OR TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR RESOLUTION, AS NEEDED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE TO THE ORGAINZATION'S PROCESS FROM PRIOR YEAR. FORM 990, PART VII: SANKAR SEWNAUTH HAS 40 HOURS PER WEEK LISTED ON PART VII OF FORM 990 BUT HIS ALLOCATED TIME PER WEEK IS 6 HOURS FOR THE WOLF FOUNDATION AND 34 HOURS FOR CDS MONARCH, INC. CDS MONARCH INC 860 HARD ROAD WEBSTER NY 14580 161089115 TO SUPPORT PEOPLE IN THE PURSUIT OF THEIR PERSONAL DREAMS NY 501(C)(3) LINE 7 N/A 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 CDS MONARCH INC B 1033053 CDS MONARCH INC C 1001611 CDS MONARCH INC P 144211 CDS MONARCH INC D 656070