Kendal Charitable Funds: FY2020 Nonprofit Profile & Form 990 (EIN 23-2626425)

Revenue by fiscal year
FY2020	$365K
FY2021	$226K
FY2022	$227K
FY2023	$452K
FY2024	$226K

Expenses by fiscal year
FY2020	$134K
FY2021	$53K
FY2022	$152K
FY2023	$109K
FY2024	$149K

Net assets by fiscal year
FY2020	$3.8M
FY2021	$4.2M
FY2022	$3.4M
FY2023	$4.0M
FY2024	$4.3M

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

83 cents of each dollar spent went to programs.

83%

17%

Program services 83% · $112K Management & general 17% · $22K

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

12 people listed on the 990.

Part VII, Section A · reportable compensation

Marilyn Richards

Chair

$0Pt VII · Sec A

Julie Houpt

Vice Chair

$0Pt VII · Sec A

Jenny Campbell

Secretary

$0Pt VII · Sec A

James Ingram

Treasurer

$0Pt VII · Sec A

Barbara Freedman

Director

$0Pt VII · Sec A

Jeffrey Harness

Director

$0Pt VII · Sec A

Alphonce Brown JR

Director

$0Pt VII · Sec A

Tara Quinn

Director

$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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3 programs · $112K · in their own filed words · FY2020

01

Grant Program

(1) affiliate grants: as with previous years' grants, the board offered a grant opportunity from the unrestricted and conservation funds to each affiliate up to $5,000. For the 2020 affiliate program, the affiliates were awarded grants for programs that affect aging adults outside of their immediate kendal community, and involve or…

$70Kprogram expense

02

Promising Innovations (pif)

For the 2020 grant cycle, funding continued with existing non-profit consortium recipients from the previous year, working to address needs of individuals 60 or older, aging in place in an urban setting, who are living at or below the federal poverty line (FPL).

$25Kprogram expense

03

Leanpath Program

An evolution of the people development leadership fellows program, this program is intended to develop and create a model practice for the kendal system of affiliates around food sustainability.

$17Kprogram 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 FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$365K

Ln 12

Investment incomeLn 3$325K

Gifts and grantsLn 1h$40K

Money outPt IX

$134K

Ln 25

Programscol B$112K

Managementcol C$22K

Owns and owesPt X

$3.8M

net assets · Ln 32

Cash and savingsLn 1–2$29K

Total assetsLn 16$4.7M

LiabilitiesLn 26$922K

PeoplePt VI, VII

12

listed · VII A

PaidVII A0

Voting boardVI 1a10

IndependentVI 1b10

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$40K

Investment incomeLn 3$325K

Gains on assetsLn 7$268K

Total revenueLn 12$365K

Assets in detailPt X, end of year

CashLn 1$29K

Cash and savings togetherLn 1–2$29K

InvestmentsLn 11–13$4.6M

Other assetsLn 15$7K

Total assetsLn 16$4.7M

LiabilitiesLn 26$922K

Net assetsLn 32$3.8M

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

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$105K	$29K
InvestmentsLn 11–13	$4.2M	$4.6M
Total assetsLn 16	$4.3M	$4.7M
LiabilitiesLn 26	$927K	$922K
Net assetsLn 32	$3.4M	$3.8M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$112K	$112K
Accounting feesLn 11c	$3K		$3K
Investment management feesLn 11f	$10K		$10K
Office expensesLn 13	$845		$845
Information technologyLn 14	$9K		$9K
TravelLn 17	$61		$61
Total functional expensesLn 25	$134K	$112K	$22K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest	$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 Viewing	$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 FY2020 990 (6 parts)

Part I · Summary $365,031 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $33,101$39,641

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $151,054$325,390

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $184,155$365,031

I-13 Grants and similar amounts paidPrior year $87,360$111,720

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 $43,428$22,341

I-18 Total expensesPrior year $130,788$134,061

I-19 Revenue less expensesPrior year $53,367$230,970

Part VI · Governance 10 of 10 board members independent, 1 to look at

VI-1a Voting members of the governing body10

VI-1b Independent voting members10

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 $365,031 across 5 lines filed

VIII-1f All other contributions, gifts and grants$39,641

VIII-1h Total contributions, gifts and grants$39,641

VIII-3 Investment incomeExcluded from tax $57,102$57,102

VIII-7 Net gain or loss on sales of assetsExcluded from tax $268,288$268,288

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $325,390$365,031

Part IX · Statement of functional expenses $134,061 across 6 lines filed

IX-1 Grants to domestic organizationsPrograms $111,720$111,720

IX-11c Accounting feesManagement $2,883$2,883

IX-11f Investment management feesManagement $9,542$9,542

IX-13 Office expensesManagement $845$845

IX-14 Information technologyManagement $9,010$9,010

IX-17 TravelManagement $61$61

IX-25 Total functional expensesPrograms $111,720 · Management $22,341 · Fundraising $0$134,061

Part X · Balance sheet $4,685,477 assets, 11 lines filed

X-1 Cash, non-interest-bearingStart of year $104,789$28,994

X-11 Publicly traded securitiesStart of year $4,190,087$4,649,892

X-15 Other assetsStart of year $3,176$6,591

X-16 Total assetsStart of year $4,298,052$4,685,477

X-17 Accounts payable and accrued expensesStart of year $22,643$9,007

X-25 Other liabilitiesStart of year $904,184$913,236

X-26 Total liabilitiesStart of year $926,827$922,243

X-27 Net assets without donor restrictionsStart of year $2,348,807$2,598,907

X-28 Net assets with donor restrictionsStart of year $1,022,418$1,164,327

X-32 Total net assets or fund balancesStart of year $3,371,225$3,763,234

X-33 Total liabilities and net assetsStart of year $4,298,052$4,685,477

Part XI · Reconciliation of net assets $3,763,234 net assets at year end

XI-1 Total revenue$365,031

XI-2 Total expenses$134,061

XI-3 Revenue less expenses$230,970

XI-4 Net assets at start of year$3,371,225

XI-5 Net unrealized gains (losses) on investments$161,039

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$3,763,234

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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Kendal Charitable Funds FY2020 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Kendal Charitable Funds

Grant Program

Promising Innovations (pif)

Leanpath Program

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV