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Kendal Charitable Funds

Kennett Square, PAUnknown exempt organizationEIN 23-2626425Revenue $226K in FY2024

On file with the IRSkendal.org1107 East Baltimore Pike · Kennett Square, PA

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

47¢ of each $1 spent went to programs.
Run by 10 volunteers.
Mission: Form 990 Part I, line 1 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $180K a year · 60% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
47%
of spending
Concern: 47% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
25 mo
of spending, in cash
Looks good: 25.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $130K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$374K
8% of total assets
Looks good: liabilities are 8% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$226K
-50% vs prior year
Spent
$149K
To programs
47%
Net assets
$4.3M
By yearFY2020–FY2024
Revenue
$226K
FY2024▼ -50%
Tap a bar for its year
Revenue by fiscal year
FY2020$365K
FY2021$226K
FY2022$227K
FY2023$452K
FY2024$226K
Expenses
$149K
FY2024▲ +36%
Tap a bar for its year
Expenses by fiscal year
FY2020$134K
FY2021$53K
FY2022$152K
FY2023$109K
FY2024$149K
Net assets
$4.3M
FY2024▲ +10%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.8M
FY2021$4.2M
FY2022$3.4M
FY2023$4.0M
FY2024$4.3M

From the FY2024 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

47 cents of each dollar spent went to programs.

Program services 47% · $70K Management & general 53% · $79K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Jeffrey Harness
Vice Chair
$0Pt VII · Sec A
$0Pt VII · Sec A
Carla Willis
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Kendal Charitable Funds executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports Kendal Corporation and affiliates to improve the experience of aging.

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Provided by the organization

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2 programs · $70K · in their own filed words · FY2024
01

Grant 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.

$45Kprogram expense
02

Lloyd 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).

$25Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2023
Donor Advised Charitable Giving INCFY2023$130K
Total grants receivedfrom 1 funder$130K
Grants paid · 21 grants · $313K · 2020–2024
Alzheimer's Disease & Related DisordersIL · FY2024$45,000
Academy of Hope Adult Public Charter SchoolDC · FY2024$25,000
Barclay FriendsPA · FY2023$22,500
Alzheimer's Disease & Related DisordersIL · FY2023$16,500
Academy of Hope Adult Public Charter SchoolDC · FY2023$12,500
Academy of Hope Adult Public Charter SchoolDC · FY2022$12,500
Alzheimer's Disease & Related DisordersIL · FY2022$12,500
Lathrop Community INCMA · FY2022$10,000
The Admiral at the LakeIL · FY2022$10,000
Kendal on HudsonNY · FY2022$10,000
Kendal at OberlinOH · FY2022$10,000
Lexington Retirement Community INCVA · FY2022$10,000
Kendal at IthacaNY · FY2022$10,000
Kendal at HomeOH · FY2022$10,000
Kendal at Hanover INH · FY2022$10,000
Collington Episcopal Life Care Community INCMD · FY2022$10,000
Barclay FriendsPA · FY2022$10,000
Rebuilding Together PhiladelphiaPA · FY2021$25,000
See all 21 grants →

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$226K
Ln 12
Investment incomeLn 3$128K
Gifts and grantsLn 1h$98K
Money outPt IX
$149K
Ln 25
Programscol B$70K
Managementcol C$79K
Owns and owesPt X
$4.3M
net assets · Ln 32
Cash and savingsLn 1–2$311K
Total assetsLn 16$4.7M
LiabilitiesLn 26$374K
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$98K
Investment incomeLn 3$128K
Gains on assetsLn 7$21K
Total revenueLn 12$226K
Assets in detailPt X, end of year
CashLn 1$151K
SavingsLn 2$160K
Cash and savings togetherLn 1–2$311K
InvestmentsLn 11–13$4.4M
Total assetsLn 16$4.7M
LiabilitiesLn 26$374K
Net assetsLn 32$4.3M
OperationsPt I, VI
EmployeesI 50
VolunteersI 610
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$191K$311K
InvestmentsLn 11–13$4.1M$4.4M
Total assetsLn 16$4.3M$4.7M
LiabilitiesLn 26$371K$374K
Net assetsLn 32$4.0M$4.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$70K$70K
Legal feesLn 11b$11K$11K
Accounting feesLn 11c$4K$4K
Investment management feesLn 11f$12K$12K
Other fees for servicesLn 11g$45K$45K
Office expensesLn 13$687$687
Information technologyLn 14$1K$1K
OccupancyLn 16$133$133
TravelLn 17$6K$6K
Total functional expensesLn 25$149K$70K$79K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $226K$149K$77K$4.3M 990 PDF
FY2023 $452K$109K$343K$4.0M 990 PDF
FY2022 $227K$152K$76K$3.4M 990 PDF
FY2021 $226K$53K$173K$4.2M 990 PDF
FY2020 $365K$134K$231K$3.8M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $226,284 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $166,535$98,316
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $285,386$127,968
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $451,921$226,284
I-13 Grants and similar amounts paidPrior year $69,000$70,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $40,231$79,057
I-18 Total expensesPrior year $109,231$149,057
I-19 Revenue less expensesPrior year $342,690$77,227
Part VI · Governance 8 of 8 board members independent, 1 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $226,284 across 5 lines filed
VIII-1f All other contributions, gifts and grants$98,316
VIII-1h Total contributions, gifts and grants$98,316
VIII-3 Investment incomeExcluded from tax $106,586$106,586
VIII-7 Net gain or loss on sales of assetsExcluded from tax $21,382$21,382
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $127,968$226,284
Part IX · Statement of functional expenses $149,057 across 9 lines filed
IX-1 Grants to domestic organizationsPrograms $70,000$70,000
IX-11b Legal feesManagement $11,101$11,101
IX-11c Accounting feesManagement $3,650$3,650
IX-11f Investment management feesManagement $11,976$11,976
IX-11g Other fees for servicesManagement $44,629$44,629
IX-13 Office expensesManagement $687$687
IX-14 Information technologyManagement $1,301$1,301
IX-16 OccupancyManagement $133$133
IX-17 TravelManagement $5,580$5,580
IX-25 Total functional expensesPrograms $70,000 · Management $79,057 · Fundraising $0$149,057
Part X · Balance sheet $4,700,173 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $191,214$150,604
X-2 Savings and temporary cash investments$160,145
X-11 Publicly traded securitiesStart of year $4,130,683$4,389,424
X-16 Total assetsStart of year $4,321,897$4,700,173
X-25 Other liabilitiesStart of year $371,225$373,815
X-26 Total liabilitiesStart of year $371,225$373,815
X-27 Net assets without donor restrictionsStart of year $2,798,305$3,047,941
X-28 Net assets with donor restrictionsStart of year $1,152,367$1,278,417
X-32 Total net assets or fund balancesStart of year $3,950,672$4,326,358
X-33 Total liabilities and net assetsStart of year $4,321,897$4,700,173
Part XI · Reconciliation of net assets $4,326,358 net assets at year end
XI-1 Total revenue$226,284
XI-2 Total expenses$149,057
XI-3 Revenue less expenses$77,227
XI-4 Net assets at start of year$3,950,672
XI-5 Net unrealized gains (losses) on investments$298,459
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,326,358

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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