Civic Intelligence

Kendal Charitable Funds

EIN 23-2626425 • 501(c)3 • Newark, DE

Profile

Raise, receive, manage, invest and expend funds in support of thekendal corporation and its charitable purposes.

591 Collaboration Way 603Newark, DE 19713

www.kendal.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

88th percentile

45%

Higher net margin than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

13th percentile

-61%

Faster revenue growth than 13% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$0

Down $4,700,173 (-100%) from 2024

Liabilities

Down

$0

Down $373,815 (-100%) from 2024

Net Assets

Down

$0

Down $4,326,358 (-100%) from 2024

Revenue

Down

$88,810

Down $137,474 (-61%) from 2024

Expenses

Down

$48,635

Down $100,422 (-67%) from 2024

Net Income

Down

$40,175

Down $37,052 (-48%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $2,722,669Liabilities 2011: $563,150Net Assets 2011: $2,159,5192011Assets 2012: $3,216,412Liabilities 2012: $914,788Net Assets 2012: $2,301,6242012Assets 2013: $3,548,872Liabilities 2013: $1,109,300Net Assets 2013: $2,439,5722013Assets 2014: $3,809,656Liabilities 2014: $1,203,550Net Assets 2014: $2,606,1062014Assets 2015: $3,629,539Liabilities 2015: $978,677Net Assets 2015: $2,650,8622015Assets 2016: $3,830,552Liabilities 2016: $960,735Net Assets 2016: $2,869,8172016Assets 2017: $4,376,544Liabilities 2017: $1,145,758Net Assets 2017: $3,230,7862017Assets 2018: $3,887,707Liabilities 2018: $995,701Net Assets 2018: $2,892,0062018Assets 2019: $4,298,052Liabilities 2019: $926,827Net Assets 2019: $3,371,2252019Assets 2020: $4,685,477Liabilities 2020: $922,243Net Assets 2020: $3,763,2342020Assets 2021: $5,128,306Liabilities 2021: $950,561Net Assets 2021: $4,177,7452021Assets 2022: $3,972,193Liabilities 2022: $579,869Net Assets 2022: $3,392,3242022Assets 2023: $4,321,897Liabilities 2023: $371,225Net Assets 2023: $3,950,6722023Assets 2024: $4,700,173Liabilities 2024: $373,815Net Assets 2024: $4,326,3582024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0Expenses 2011: $181,9122011Expenses 2012: $24,7702012Expenses 2013: $108,4142013Revenue 2014: $162,396Expenses 2014: $139,466Net Income 2014: $22,9302014Revenue 2015: $267,086Expenses 2015: $92,539Net Income 2015: $174,5472015Revenue 2016: $359,324Expenses 2016: $44,768Net Income 2016: $314,5562016Revenue 2017: $187,776Expenses 2017: $113,064Net Income 2017: $74,7122017Revenue 2018: $243,684Expenses 2018: $235,860Net Income 2018: $7,8242018Revenue 2019: $184,155Expenses 2019: $130,788Net Income 2019: $53,3672019Revenue 2020: $365,031Expenses 2020: $134,061Net Income 2020: $230,9702020Revenue 2021: $226,039Expenses 2021: $53,099Net Income 2021: $172,9402021Revenue 2022: $227,490Expenses 2022: $151,717Net Income 2022: $75,7732022Revenue 2023: $451,921Expenses 2023: $109,231Net Income 2023: $342,6902023Revenue 2024: $226,284Expenses 2024: $149,057Net Income 2024: $77,2272024Revenue 2025: $88,810Expenses 2025: $48,635Net Income 2025: $40,1752025

Highlighted filing

2025

Revenue$88,810
Expenses$48,635
Net Income$40,175

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.09$0.05$0.04
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.70$0.37$4.33$0.23$0.15$0.08
2023Summary only. Only limited summary data is available for this year.$4.32$0.37$3.95$0.45$0.11$0.34
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$0.58$3.39$0.23$0.15$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.13$0.95$4.18$0.23$0.05$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.69$0.92$3.76$0.37$0.13$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.30$0.93$3.37$0.18$0.13$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.89$1.00$2.89$0.24$0.24$0.01
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.38$1.15$3.23$0.19$0.11$0.07
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.83$0.96$2.87$0.36$0.04$0.31
2015Detailed filing. Detailed filing data is available for this year.$3.63$0.98$2.65$0.27$0.09$0.17
2014Detailed filing. Detailed filing data is available for this year.$3.81$1.20$2.61$0.16$0.14$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.55$1.11$2.44$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.22$0.91$2.30$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$0.56$2.16$0.18
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2024 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 7, 2025
Return Version
2024v5.1
Gross Receipts
$384,926
Mission and Program Overview

Mission

Raise, receive, manage, invest and expend funds in support of thekendal corporation and its charitable purposes.

To transform the experience of aging by supporting the kendal corporation and affiliates

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,130,683$4,389,424▲ $258,741
Savings and Temporary Cash Investments-$160,145-
Cash and Non-Interest-Bearing Accounts$191,214$150,604▼ $40,610
Total Assets$4,321,897$4,700,173▲ $378,276
Liabilities
Other Liabilities$371,225$373,815▲ $2,590
Total Liabilities$371,225$373,815▲ $2,590
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,798,305$3,047,941▲ $249,636
Net Assets With Donor Restrictions$1,152,367$1,278,417▲ $126,050
Total Net Assets Fund Balance$3,950,672$4,326,358▲ $375,686
Total Liabilities and Net Assets / Fund Balance$4,321,897$4,700,173▲ $378,276

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$6,850---$6,850
2023$6,850---$6,850
2022$6,850---$6,850
2021$6,850---$6,850
2020$6,850---$6,850
Compensation and Service Providers

Board Members and Trustees

NameTitle
Barbara FreedmanChair
Vassar ByrdPresident & CEO Effective Jan 2024
Jeffrey HarnessVice Chair
Amy HarrisonCFO [INTERIM CEO THRU JAN 2024]
Dan ChurchillMember
Grace TomposMember
James GreenwoodMember
Lee Ann SullivanMember
Tara QuinnMember - Left Dec 2024
Carla WillisSecretary
Richard SchrammTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$98,316
Program Service Revenue
$0
Investment Income
$127,968
Other Revenue
$0
All Other Contributions
$98,316
Change in Net Assets
$77,227
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$79,057
Grants and Similar Amounts Paid$70,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$70,000--$70,000
Fees for Services Other-$44,629-$44,629
Fees for Service Investment Mgmnt Fees-$11,976-$11,976
Fees for Services Legal-$11,101-$11,101
Travel-$5,580-$5,580
Fees for Services Accounting-$3,650-$3,650
Information Technology-$1,301-$1,301
Office Expenses-$687-$687
Occupancy-$133-$133
Total Functional Expenses$70,000$79,057$0$149,057
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ALZHEIMER'S ASSOCIATIONPhiladelphia, PA501(c)(3)MATCH GRANT SUPPORT FOR ALZHEIMER'S SUPPORT AND RESEARCH$45,000
Academy of Hope Adult PcsWashington, DC501(c)(3)Training and Education of Adult Learners for Entry Into Healthcare Sector$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Charitable Gift Annunities and Remainder Unitrust Liability$361,256
Due to Affiliates$12,559
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The kendal corporation, a 501(c)(3) public charity, is considered the sole member based on the internal revenue service definition of member. Upon the organization's dissolution, the kendal corporation is entitled to receive a share of the profits, excess dues, or net assets.

Form 990, Part VI, Section A, Line 7A

The board of directors shall be appointed by the kendal corporation. At least one director shall also be a member of the kendal corporation. The kendal corporation shall have the right to remove a director with or without cause and without notice or hearing as provided by removal for directors.

Form 990, Part VI, Section A, Line 7B

Any change to the articles of incorporation and/or the bylaws shall be effective only with the written approval of the kendal corporation.

Form 990, Part VI, Section B, Line 11B

The form 990 is prepared by an independent accounting firm and then the ceo, cfo, hr director and controller review the form 990. Upon completion of staff review, the form 990 is presented to the board finance and audit committee and compensation and benefits committee for their review. Following committee review, the completed form 990 is shared in its entirety with the full board at least two weeks prior to filing.

Form 990, Part VI, Section B, Line 12C

All board, committee members and staff members complete an annual statement regarding each person's conformance with kendal's conflict of interest policy. A summary of the statement is reviewed by the audit and compliance committee and the full board, who then make the determination as to whether an actual conflict exists. If a conflict arose in between completion of the statements, the individual would inform the board chair or ceo. The policy states: "individuals having conflicts of interest shall disclose the conflicts; shall abstain from discussion of such matters relating to the conflict at board, committee, or staff meetings; and shall not use their personal influence in any decision regarding the matters relating to the conflict. The minutes of any such meeting shall reflect the disclosure that was made and the abstention from discussion."

Form 990, Part VI, Section B, Line 15

The organization does not have any paid employees and as such form 990, part vi, section b, lines 15a and 15b are required to be answered no.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Kendal Charitable Funds
EIN
23-2626425
Phone
6103351200
Address
591 COLLABORATION WAY 603, NEWARK, DE 19713

Signing Officer

Name
Amy C Harrison
Title
CFO
Phone
6103351200
Signed
2025-06-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vassar Byrd
Formed
1989
Legal Domicile
Pa
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
9

Preparer

Firm
Cliftonlarsonallen Llp
Address
150 S WARNER ROAD SUITE 310, KING OF PRUSSIA, PA 19406
Preparer
Connie M Lira
Phone
2156433900
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Consulting: management and general expenses 44,629. Total expenses 44,629.

Financial Statement Notes

PART V, LINE 4:

Net assets with donor restrictions are to be held in perpetuity. The income derived from these funds is unrestricted.

PART X, LINE 2:

The organization is an exempt organization as defined in section 501(c)(3) of the internal revenue code (the code) and is exempt from federal income taxes pursuant to section 501(a) of the code. The organization 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 the consolidated financial statements. The organization's income tax returns are subject to review and examination by federal and state authorities. The organization is not aware of any activities that would jeopardize its tax-exempt status. The organization is not aware of any activities that are subject to tax on unrelated business income or excise or other taxes.

Raw XML AppendixShowing 400 of 557 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO TRANSFORM THE EXPERIENCE OF AGING BY SUPPORTING THE KENDAL CORPORATION AND AFFILIATES
IRS990/AllOtherContributionsAmt098316
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0AMY C HARRISON CFO
IRS990/BooksInCareOfDetail/PhoneNum06103351241
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0591 COLLABORATION WAY SUITE 603
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEWARK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DE
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019713
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IRS990/CollectionsOfArtInd00
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IRS990/CompensationProcessOtherInd00
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IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt098316
IRS990/CYGrantsAndSimilarPaidAmt070000
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IRS990/CYOtherExpensesAmt079057
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt077227
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0149057
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0226284
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0GRANT 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.
IRS990/DescribedInSection501c3Ind01
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IRS990/DonorRstrOrQuasiEndowmentsInd01
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IRS990/Form990PartVIISectionAGrp/PersonNm0BARBARA FREEDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1JEFFREY HARNESS
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD SCHRAMM
IRS990/Form990PartVIISectionAGrp/PersonNm3CARLA WILLIS
IRS990/Form990PartVIISectionAGrp/PersonNm4DAN CHURCHILL
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IRS990/Form990PartVIISectionAGrp/PersonNm7GRACE TOMPOS
IRS990/Form990PartVIISectionAGrp/PersonNm8TARA QUINN
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IRS990/Form990PartVIISectionAGrp/PersonNm10AMY HARRISON
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER - LEFT DEC 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt9PRESIDENT & CEO EFFECTIVE JAN 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt10CFO [INTERIM CEO THRU JAN 2024]
IRS990/Form990ProvidedToGvrnBodyInd01
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IRS990/MissionDesc0RAISE, RECEIVE, MANAGE, INVEST AND EXPEND FUNDS IN SUPPORT OF THE KENDAL CORPORATION, ITS AFFILIATED ENTITIES, AND ITS CHARITABLE PURPOSES
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IRS990/ProgSrvcAccomActy2Grp/Desc0LLOYD 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.
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0KENDAL CHARITABLE FUNDS (KCF) PROVIDES INDIVIDUALS AND THE PUBLIC WITH THE ONGOING OPPORTUNITY TO DONATE AND SUPPORT THEIR PROGRAMMING FINANCIALLY THROUGH THEIR ONLINE WEB PRESENCE, SOCIAL MEDIA CHANNELS, AND ANNUAL SOLICITATION CAMPAIGNS. KCF'S MAIN CONSTITUENCIES FOR FUNDRAISING INCLUDE BOARD MEMBERS OF BOTH THE KCF AND KENDAL CORPORATION BOARDS, THE KENDAL CORPORATION EMPLOYEES, VENDORS, AND CORPORATE PARTNERS. TYPICALLY, THE KCF BOARD SENDS AN ANNUAL APPEAL SOLICITATION LETTER TO THESE INDIVIDUALS AND ORGANIZATIONS SEEKING THEIR FINANCIAL SUPPORT. THE SOLICITATION IS ALSO SHARED ON THE WEBPAGE AND ON SOCIAL MEDIA CHANNELS FOR THE BROADER PUBLIC'S INFORMATION AND OPPORTUNITY TO DONATE.KCF HAS QUARTERLY BOARD MEETINGS WHERE FINANCIAL AND FUNDRAISING STRATEGIES ARE REVIEWED. THE BOARD ITSELF CONSISTS OF INDIVIDUALS WITH DIFFERENT BACKGROUNDS, SKILLS, QUALIFICATIONS, EXPERTISE AND PERSPECTIVES. (HTTPS://WWW.KENDAL.ORG/KENDAL-CHARITABLE-FUNDS/KCF-LEADERSHIP/). TWO NEW MEMBERS WERE WELCOMED TO THE KCF BOARD IN 2024, FURTHER EXPANDING THE BOARD'S DIVERSITY OF SKILLSETS AND PERSPECTIVES. THE BOARD LOOKS FOR WAYS THAT KCF CAN BEST SUPPORT THE MISSION OF THE KENDAL CORPORATION AND KENDAL AFFILIATES. THE BOARD ALSO ESTABLISHED A COMMITTEE TO DISCERN FUNDRAISING TECHNIQUES, GOALS, STRATEGIES AND DONOR STEWARDSHIP ACTIVITIES. THE COMMITTEE HAS BEGUN EXPLORING OTHER CONSTITUENCIES AND FUNDRAISING SOURCES OUTSIDE OF THOSE MENTIONED IN THE ABOVE PARAGRAPH.BEGINNING IN APRIL 2023, KCF HAS BEEN UNDERGOING A STRATEGIC THINKING AND PLANNING PROCESS. THIS PROCESS INCLUDES A SELF-ASSESSMENT AND EVALUATION OF EXISTING PROGRAMS, SERVICES, SUPPORTS, STRUCTURES AND PROCESSES INCLUDING FUNDRAISING AND GRANTMAKING.
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06850
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06850
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt112559
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CHARITABLE GIFT ANNUNITIES AND REMAINDER UNITRUST LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO AFFILIATES
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NET ASSETS WITH DONOR RESTRICTIONS ARE TO BE HELD IN PERPETUITY. THE INCOME DERIVED FROM THESE FUNDS IS UNRESTRICTED.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS AN EXEMPT ORGANIZATION AS DEFINED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION 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 THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
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IRS990ScheduleI/GrantRecordsMaintainedInd01
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MATCH GRANT SUPPORT FOR ALZHEIMER'S SUPPORT AND RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TRAINING AND EDUCATION OF ADULT LEARNERS FOR ENTRY INTO HEALTHCARE SECTOR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALZHEIMER'S ASSOCIATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ACADEMY OF HOPE ADULT PCS
IRS990ScheduleI/RecipientTable/RecipientEIN0133039601
IRS990ScheduleI/RecipientTable/RecipientEIN1521730021
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0399 MARKET STREET 102
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12315 18TH FL NE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PHILADELPHIA
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0PA
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0WE REQUIRE A WRITTEN JUSTIFICATION OF THE EXPENDITURE AND A DESCRIPTION OF HOW THE GRANT WILL BE USED. FUNDS ARE DISBURSED UPON NOTIFICATION THAT THE PROJECT HAS COMMENCED. THERE ARE REPORTS AND UPDATES THAT ARE DUE THROUGHOUT THE COURSE OF THE GRANT PERIOD. WE ALSO HAVE GRANT RECIPIENTS ATTEND BOARD MEETINGS TO PROVIDE UPDATES REGARDING THE USE OF FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0VASSAR BYRD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1AMY HARRISON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT & CEO EFFECTIVE JAN 2024
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CFO [INTERIM CEO THRU JAN 2024]
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT COMPENSATE ANY INDIVIDUAL. ALL COMPENSATION DISCLOSED ON FORM 990, PART VII AND ON SCHEDULE J, PART II IS BY A RELATED PARTY FOR SERVICES RENDERED TO THE RELATED PARTY. THE RELATED PARTY, THE KENDAL CORPORATION, IS A 501(C)(3) PUBLIC CHARITY. THE RELATED PARTY USES THE FOLLOWING WHEN EVALUATING COMPENSATION: A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, THE FORM 990 OF OTHER SIMILAR ORGANIZATIONS, A COMPENSATION SURVEY/STUDY AND APPROVAL BY THE BOARD.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE KENDAL CORPORATION, A 501(C)(3) PUBLIC CHARITY, IS CONSIDERED THE SOLE MEMBER BASED ON THE INTERNAL REVENUE SERVICE DEFINITION OF MEMBER. UPON THE ORGANIZATION'S DISSOLUTION, THE KENDAL CORPORATION IS ENTITLED TO RECEIVE A SHARE OF THE PROFITS, EXCESS DUES, OR NET ASSETS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS SHALL BE APPOINTED BY THE KENDAL CORPORATION. AT LEAST ONE DIRECTOR SHALL ALSO BE A MEMBER OF THE KENDAL CORPORATION. THE KENDAL CORPORATION SHALL HAVE THE RIGHT TO REMOVE A DIRECTOR WITH OR WITHOUT CAUSE AND WITHOUT NOTICE OR HEARING AS PROVIDED BY REMOVAL FOR DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY CHANGE TO THE ARTICLES OF INCORPORATION AND/OR THE BYLAWS SHALL BE EFFECTIVE ONLY WITH THE WRITTEN APPROVAL OF THE KENDAL CORPORATION.

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