KENDAL CHARITABLE FUNDS

Address
1107 EAST BALTIMORE PIKE
KENNETT SQUARE, PA 193482366
Contact
Website: http://www.kendal.org
Phone: +1 (610) 335-1200
Nonprofit
NTEE: V36 - Gerontology (as a social science)
EIN: 23-2626425

Mission

RAISE, RECEIVE, MANAGE, INVEST AND EXPEND FUNDS IN SUPPORT OF THEKENDAL CORPORATION AND ITS CHARITABLE PURPOSES.
 20162015201420142013
Basic features of the organization
Year of formation1989
Subsection code03
PF filing required0    
Metropolitan statistical area6162
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Sum of reportable (W2/1099) compensation$0.00$0.00 $0.00$0.00
Number of employees00 00
Number of people compensated >$100k00 00
Number of volunteers79 1012
Number of highly compensated contractors00 0 
Personnel
Brown, Alphonce
TitleBOARD MEMBERBOARD MEMBER DIRECTORDIRECTOR
Name of key/compensated personALPHONCE BROWN JRALPHONCE BROWN JR ALPHONCE J BROWN JRALPHONCE J BROWN JR
Position of compensated person
Current individual trustee or directorTrueTrue TrueTrue
Average hours per week working for org1.500.25 1.001.00
Reportable compensation from org$0.00$0.00 $0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00 $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 $0.00$0.00
Average hours per week working for related orgs0.001.75 0.000.00
Campbell, Jenny
TitleBOARD MEMBERBOARD MEMBER   
Name of key/compensated personJENNY CAMPBELLJENNY CAMPBELL   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.500.25   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs0.001.75   
Diffey, John
TitlePRESIDENT THROUGH 12/31/15 (RET. 6/30/16)PRESIDENT (RETIRING 6/30/16) PRESIDENTPRESIDENT
Name of key/compensated personJOHN DIFFEYJOHN DIFFEY JOHN DIFFEYJOHN DIFFEY
Position of compensated person
Average hours per week working for org2.002.50 2.502.50
Reportable compensation from org$0.00$0.00 $0.00$0.00
Other comp, non-reportable, from org and related orgs$26,711.00$106,915.00 $147,065.00$132,552.00
Corresponding comp from related orgs
Reportable compensation from related orgs $109,166.00$564,051.00 $521,378.00$491,302.00
Average hours per week working for related orgs38.0052.50 52.5052.50
Dowell, James
TitleBOARD CHAIRBOARD CHAIR CHAIRDIRECTOR
Name of key/compensated personJAMES DOWELLJAMES DOWELL JAMES DOWELLJAMES DOWELL
Position of compensated person
Current individual trustee or directorTrueTrue TrueTrue
Average hours per week working for org1.500.25 1.001.00
Reportable compensation from org$0.00$0.00 $0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00 $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 $0.00$0.00
Average hours per week working for related orgs0.001.75 0.000.00
Edstene, Kay
Title BOARD MEMBER DIRECTORSECRETARY
Name of key/compensated person KAY EDSTENE KAY EDSTENEKAY EDSTENE
Position of compensated person
Current individual trustee or director True TrueTrue
Average hours per week working for org 0.25 1.001.00
Reportable compensation from org $0.00 $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00 $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 $0.00$0.00
Average hours per week working for related orgs 1.75 0.000.00
Friedman, Carolyn
TitleBOARD MEMBERBOARD MEMBER DIRECTORDIRECTOR
Name of key/compensated personCAROLYN FRIEDMANCAROLYN FRIEDMAN CAROLYN FRIEDMANCAROLYN FRIEDMAN
Position of compensated person
Current individual trustee or directorTrueTrue TrueTrue
Average hours per week working for org1.500.25 1.001.00
Reportable compensation from org$0.00$0.00 $0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00 $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 $0.00$0.00
Average hours per week working for related orgs0.001.75 0.000.00
Harrison, Amy
TitleCHIEF FINANCIAL OFFICER    
Name of key/compensated personAMY C HARRISON    
Position of compensated person
Average hours per week working for org2.50    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$14,331.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $91,733.00    
Average hours per week working for related orgs52.50    
Hoffmann, Michael
Title   TREASURERTREASURER
Name of key/compensated person   MICHAEL J HOFFMANNMICHAEL J HOFFMANN
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.301.30
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   2.002.00
Hotchkiss, Farris
Title BOARD SECRETARY SECRETARYASSISTANT SECRETARY
Name of key/compensated person FARRIS HOTCHKISS FARRIS HOTCHKISSFARRIS HOTCHKISS
Position of compensated person
Current individual trustee or director True TrueTrue
Average hours per week working for org 0.25 1.301.00
Reportable compensation from org $0.00 $0.00$0.00
Other comp, non-reportable, from org and related orgs $0.00 $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00 $0.00$0.00
Average hours per week working for related orgs 1.75 2.000.00
Houpt, Julia
Title    DIRECTOR
Name of key/compensated person    JULIA HOUPT
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Average hours per week working for related orgs    0.00
Houpt, Julie
TitleBOARD MEMBERBOARD MEMBER DIRECTOR 
Name of key/compensated personJULIE HOUPTJULIE HOUPT JULIE HOUPT 
Position of compensated person
Current individual trustee or directorTrueTrue True 
Average hours per week working for org1.500.25 1.00 
Reportable compensation from org$0.00$0.00 $0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00 $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 $0.00 
Average hours per week working for related orgs0.001.75 0.00 
Ingram, James
TitleBOARD TREASURERBOARD TREASURER DIRECTORDIRECTOR
Name of key/compensated personJAMES INGRAMJAMES INGRAM JAMES INGRAMJAMES INGRAM
Position of compensated person
Current individual trustee or directorTrueTrue TrueTrue
Average hours per week working for org1.500.25 1.001.00
Reportable compensation from org$0.00$0.00 $0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00 $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 $0.00$0.00
Average hours per week working for related orgs0.001.75 0.000.00
Kelly, Sean
TitlePRESIDENT    
Name of key/compensated personSEAN KELLY    
Position of compensated person
Average hours per week working for org2.50    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$113,149.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $553,455.00    
Average hours per week working for related orgs52.50    
Myers, Timothy
Title CFO THROUGH 6/12/15 CHIEF FINANCIAL OFFICERCHIEF FINANCIAL OFFICER
Name of key/compensated person TIMOTHY MYERS TIMOTHY MYERSTIMOTHY MYERS
Position of compensated person
Average hours per week working for org 2.50 3.003.00
Reportable compensation from org $0.00 $0.00$0.00
Other comp, non-reportable, from org and related orgs $49,699.00 $105,950.00$92,266.00
Corresponding comp from related orgs
Reportable compensation from related orgs  $228,661.00 $282,401.00$260,643.00
Average hours per week working for related orgs 52.50 52.0052.00
Richards, Marilyn
TitleBOARD VICE CHAIRBOARD VICE CHAIR VICE CHAIRVICE CHAIR
Name of key/compensated personMARILYN RICHARDSMARILYN RICHARDS MARILYN RICHARDSMARILYN RICHARDS
Position of compensated person
Current individual trustee or directorTrueTrue TrueTrue
Average hours per week working for org1.500.25 1.001.00
Reportable compensation from org$0.00$0.00 $0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00 $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00 $0.00$0.00
Average hours per week working for related orgs0.001.75 0.000.00
Stewart, Bruce
Title    CHAIR
Name of key/compensated person    BRUCE B STEWART
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    1.30
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Average hours per week working for related orgs    2.00
Whitcomb, Barrett
Title   DIRECTORDIRECTOR
Name of key/compensated person   BARRETT WHITCOMBBARRETT S WHITCOMB
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   1.301.30
Reportable compensation from org   $0.00$0.00
Other comp, non-reportable, from org and related orgs   $0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00$0.00
Average hours per week working for related orgs   2.002.00
Purpose: mission, activities, & accomplishments
Mission or significant activitiesWORKING TOGETHER TO TRANSFORM THE EXPERIENCE OF AGING BY SUPPORTING THE KENDAL CORPORATION AND ITS CHARITABLE PURPOSES THROUGH FUNDRAISING AND INVESTMENTS.WORKING TOGETHER TO TRANSFORM THE EXPERIENCE OF AGING BY SUPPORTING THE KENDAL CORPORATION AND ITS CHARITABLE PURPOSES THROUGH FUNDRAISING AND INVESTMENTS. WORKING TOGETHER TO TRANSFORM THE EXPERIENCE OF AGING BY SUPPORTING THE KENDAL CORPORATION AND ITS CHARITABLE PURPOSES THROUGH FUNDRAISING AND INVESTMENTS.WORKING TOGETHER TO TRANSFORM THE EXPERIENCE OF AGING BY SUPPORTING THE KENDAL CORPORATION AND ITS CHARITABLE PURPOSES THROUGH FUNDRAISING AND INVESTMENTS.
Program service expenses, total$36,000.00$74,500.00 $132,359.00$100,649.00
Programs, including revenue & expenses
AMERICAN CIVIL LIBERTIES UNION FUND OF MICHIGANMICHIGAN LGBT AGING PROJECTIN 2016, THE ACLU OF MICHIGAN WAS AWARDED A TOTAL OF $25,000 ($20K DISPERSED IN 2016) FROM THE KENDAL CHARITABLE FUNDS - PROMISING INNOVATIONS GRANT IN SUPPORT OF THE MICHIGAN LGBT AGING PROJECT TO IMPROVE SUPPORT TO CAREGIVERS OF LGBT OLDER ADULTS AND THOSE WHO ARE LGBT AND ALSO CAREGIVERS. THE PROJECT'S DESIGN WAS TO BUILD ON A PREVIOUSLY SUCCESSFUL DETROIT-AREA COLLABORATION BETWEEN THE LOCAL LGBT COMMUNITY AND THEIR THREE AREA AGENCIES ON AGING.
Program expenses$20,000.00    
Grants and allocations made$20,000.00    
Program descriptionAMERICAN CIVIL LIBERTIES UNION FUND OF MICHIGANMICHIGAN LGBT AGING PROJECTIN 2016, THE ACLU OF MICHIGAN WAS AWARDED A TOTAL OF $25,000 ($20K DISPERSED IN 2016) FROM THE KENDAL CHARITABLE FUNDS - PROMISING INNOVATIONS GRANT IN SUPPORT OF THE MICHIGAN LGBT AGING PROJECT TO IMPROVE SUPPORT TO CAREGIVERS OF LGBT OLDER ADULTS AND THOSE WHO ARE LGBT AND ALSO CAREGIVERS. THE PROJECT'S DESIGN WAS TO BUILD ON A PREVIOUSLY SUCCESSFUL DETROIT-AREA COLLABORATION BETWEEN THE LOCAL LGBT COMMUNITY AND THEIR THREE AREA AGENCIES ON AGING.    
COMMUNITY ENGAGEMENT - KENDAL CHARITABLE FUNDS SUPPORTED KENDAL OUTREACH ALONG WITH COLLINGTON, KENDAL AT GRANVILLE, KENDAL ON HUDSON AND KENDAL AT OBERLIN TO ENGAGE THE WIDER WORLD THROUGH AN ONLINE REAL-TIME PROGRAM LOOKING AT KEY TOPICS ADDRESSED BY THE WHITE HOUSE CONFERENCE ON AGING.
Program expenses $25,000.00   
Grants and allocations made $25,000.00   
Program description COMMUNITY ENGAGEMENT - KENDAL CHARITABLE FUNDS SUPPORTED KENDAL OUTREACH ALONG WITH COLLINGTON, KENDAL AT GRANVILLE, KENDAL ON HUDSON AND KENDAL AT OBERLIN TO ENGAGE THE WIDER WORLD THROUGH AN ONLINE REAL-TIME PROGRAM LOOKING AT KEY TOPICS ADDRESSED BY THE WHITE HOUSE CONFERENCE ON AGING.   
CONSERVATION SUSTAINABILITY - LATHROP COMMUNITIES-REMOVAL OF INVASIVE PLANTS TO PROTECT NATIVE PLANTS AND WILDLIFE; PROTECT OUR "NATURAL" LANDS. KENDAL AT OBERLIN - ARBORETUM PROJECT TO (1) TREEE INVENTORY, LABELING AND EDUCATE THE GREATER PUBLIC (2) CONVENE A COMMUNITY-WIDE ARBORETUM DAY. KENDAL~CROSSLANDS COMMUNITIES - CREATE A REAL-TIME DASHBOARD TO EDUCATE COMMUNITY ON ENERGY USE.
Program expenses $15,000.00   
Grants and allocations made $15,000.00   
Program description CONSERVATION SUSTAINABILITY - LATHROP COMMUNITIES-REMOVAL OF INVASIVE PLANTS TO PROTECT NATIVE PLANTS AND WILDLIFE; PROTECT OUR "NATURAL" LANDS. KENDAL AT OBERLIN - ARBORETUM PROJECT TO (1) TREEE INVENTORY, LABELING AND EDUCATE THE GREATER PUBLIC (2) CONVENE A COMMUNITY-WIDE ARBORETUM DAY. KENDAL~CROSSLANDS COMMUNITIES - CREATE A REAL-TIME DASHBOARD TO EDUCATE COMMUNITY ON ENERGY USE.   
LLOYD LEWIS FUND-PROMISING INNOVATIONS: AS THE RESULT OF CONTINUED GROWTH IN THE LLOYD LEWIS PROMISING INNOVATIONS FUND (THROUGH NEW GIFTS AND INTEREST ACCRUED BY THE FUND), KCF IS CONTINUING TO PROVIDE RFP OPPORTUNITIES TO 501(C)(3) AND 7871 ORGANIZATIONS WHO CAN DEMONSTRATE AN INNOVATIVE SOLUTIONS WHICH POSITIVELY IMPACT THE LIVES OF ELDERS IN OUR SOCIETY.
Program expenses   $37,500.00 
Grants and allocations made   $37,500.00 
Program description   LLOYD LEWIS FUND-PROMISING INNOVATIONS: AS THE RESULT OF CONTINUED GROWTH IN THE LLOYD LEWIS PROMISING INNOVATIONS FUND (THROUGH NEW GIFTS AND INTEREST ACCRUED BY THE FUND), KCF IS CONTINUING TO PROVIDE RFP OPPORTUNITIES TO 501(C)(3) AND 7871 ORGANIZATIONS WHO CAN DEMONSTRATE AN INNOVATIVE SOLUTIONS WHICH POSITIVELY IMPACT THE LIVES OF ELDERS IN OUR SOCIETY. 
LLOYD LEWIS FUND-PROMISING INNOVATIONS:THE FUND RAISING GOAL FOR LLOYD LEWIS FUND FOR PROMISING INNOVATIONS WAS REACHED ALLOWING US TO MOVE AHEAD AND DISTRIBUTE THE 2013 GRANT
Program expenses    $12,500.00
Grants and allocations made    $12,500.00
Program description    LLOYD LEWIS FUND-PROMISING INNOVATIONS:THE FUND RAISING GOAL FOR LLOYD LEWIS FUND FOR PROMISING INNOVATIONS WAS REACHED ALLOWING US TO MOVE AHEAD AND DISTRIBUTE THE 2013 GRANT
PERRY FUND - BLOCK GRANTS: DISBURSED FUNDS TO OUR AFFILIATES TO DESIGNAND IMPLEMENT A COMMUNITY BENEFIT ACTIVITY OR PROGRAM RESPONDING TO THENEEDS IN THEIR PARTICULAR GEOGRAPHIC SETTING.
Program expenses    $62,149.00
Grants and allocations made    $57,750.00
Program description    PERRY FUND - BLOCK GRANTS: DISBURSED FUNDS TO OUR AFFILIATES TO DESIGNAND IMPLEMENT A COMMUNITY BENEFIT ACTIVITY OR PROGRAM RESPONDING TO THENEEDS IN THEIR PARTICULAR GEOGRAPHIC SETTING.
PERRY FUND - KENDAL NORTHERN OHIO GRANT: CONVERTED INTERCOMPANY LOAN TO A GRANT FOR AN AFFILIATE WHO REACHED GOAL OF PROGRAM OFFERING HOME AND COMMUNITY BASED SERVICES.
Program expenses    $25,000.00
Grants and allocations made    $25,000.00
Program description    PERRY FUND - KENDAL NORTHERN OHIO GRANT: CONVERTED INTERCOMPANY LOAN TO A GRANT FOR AN AFFILIATE WHO REACHED GOAL OF PROGRAM OFFERING HOME AND COMMUNITY BASED SERVICES.
PERRY FUND - OUTREACH COLLOQUIUM: SUPPORTING A NINE MONTH QUEST TO GAIN INSIGHT INTO AMERICANS VIEWS ABOUT AGING. CONVERSATIONS TAKING PLACE IN NEIGHBORHOOD VENUES IN MULTIPLE STATES. THE OVERARCHING GOAL IS TO ACCURATELY AFFECT PUBLIC POLICY THROUGH A GRASSROOTS EFFORT AND DIALOGUE SO A PROPER AND TARGETED PLANS AND INTERVENTIONS CAN BE PROVIDED BY GOVERNMENT, PUBLIC AND PRIVATE SECTORS.
Program expenses   $40,000.00 
Grants and allocations made   $40,000.00 
Program description   PERRY FUND - OUTREACH COLLOQUIUM: SUPPORTING A NINE MONTH QUEST TO GAIN INSIGHT INTO AMERICANS VIEWS ABOUT AGING. CONVERSATIONS TAKING PLACE IN NEIGHBORHOOD VENUES IN MULTIPLE STATES. THE OVERARCHING GOAL IS TO ACCURATELY AFFECT PUBLIC POLICY THROUGH A GRASSROOTS EFFORT AND DIALOGUE SO A PROPER AND TARGETED PLANS AND INTERVENTIONS CAN BE PROVIDED BY GOVERNMENT, PUBLIC AND PRIVATE SECTORS. 
PERRY FUND - OUTREACH MAP IT: THE PA MAP-IT FOR HEALTHY SKIN PILOT PROJECT IS AIMED AT REDUCING THE HIGH INCIDENCE OF PRESSURE ULCERS AMONG PENNSYLVANIA RESIDENTS REGARDLESS OF THE SETTING IN WHICH THEY ARE RECEIVING HEALTH CARE. THE FIRST WILL BE A WEBSITE, TO SERVE AS A CLEARINGHOUSE FOR INFORMATION ON PREVENTING AND TREATING PRESSURE ULCERS. THE SECOND COMPONENT IS THE DEVELOPMENT OF LOCAL CONTINUA OF CARE THAT WILL IMPLEMENT THE MAP-IT FOR HEALTHY SKIN PROJECT.
Program expenses   $54,859.00 
Grants and allocations made   $50,000.00 
Program description   PERRY FUND - OUTREACH MAP IT: THE PA MAP-IT FOR HEALTHY SKIN PILOT PROJECT IS AIMED AT REDUCING THE HIGH INCIDENCE OF PRESSURE ULCERS AMONG PENNSYLVANIA RESIDENTS REGARDLESS OF THE SETTING IN WHICH THEY ARE RECEIVING HEALTH CARE. THE FIRST WILL BE A WEBSITE, TO SERVE AS A CLEARINGHOUSE FOR INFORMATION ON PREVENTING AND TREATING PRESSURE ULCERS. THE SECOND COMPONENT IS THE DEVELOPMENT OF LOCAL CONTINUA OF CARE THAT WILL IMPLEMENT THE MAP-IT FOR HEALTHY SKIN PROJECT. 
PROGRAM DEVELOPMENT-MODEL PRACTICE - BARCLAY FRIENDS-BEGIN A MUSIC AND MEMORY PROGRAM USING IPODS. CHANDLER HALL-BUILD 9 LIFE-SKILLS STATIONS. KENDAL ON HUDSON AND COLLINGTON-BUILD PERSON-CENTERED NEIGHBORHOOD. KENDAL AT HANOVER-EXPAND INNER LIGHT PROGRAM WITH DEMENTIA RESIDENTS. KENDAL AT HOME-DEVELOP AND EXPAND DEMENTIA CARE TRAINING FOR AT HOME CARE PARTNERS. KENDAL AT LEXINGTON-CONSTRUCT RAISED GARDEN CART FOR RESIDENTS IN SKILLED NURSING AS WELL AS OTHER SKILLED NURSING PROVIDERS.
Program expenses $34,500.00   
Grants and allocations made $34,500.00   
Program description PROGRAM DEVELOPMENT-MODEL PRACTICE - BARCLAY FRIENDS-BEGIN A MUSIC AND MEMORY PROGRAM USING IPODS. CHANDLER HALL-BUILD 9 LIFE-SKILLS STATIONS. KENDAL ON HUDSON AND COLLINGTON-BUILD PERSON-CENTERED NEIGHBORHOOD. KENDAL AT HANOVER-EXPAND INNER LIGHT PROGRAM WITH DEMENTIA RESIDENTS. KENDAL AT HOME-DEVELOP AND EXPAND DEMENTIA CARE TRAINING FOR AT HOME CARE PARTNERS. KENDAL AT LEXINGTON-CONSTRUCT RAISED GARDEN CART FOR RESIDENTS IN SKILLED NURSING AS WELL AS OTHER SKILLED NURSING PROVIDERS.   
SAINT BARNABAS MEDICAL CENTER CAREGIVERS BOOTCAMP PROJECTSAINT BARNABAS MEDICAL CENTER WAS AWARDED A TOTAL OF $20,000 ($16K DISPERSED IN 2016) FROM THE KENDAL CHARITABLE FUNDS - PROMISING INNOVATIONS GRANT IN 2016, IN SUPPORT OF IT CAREGIVERS BOOTCAMP. THE MAIN AUDIENCE FOR THE BOOTCAMP WAS UNPAID CAREGIVERS OF INDIVIDUALS WHO SUFFER WITH ALZHEIMER'S DISEASE AND OTHER TYPES OF DEMENTIA.
Program expenses$16,000.00    
Grants and allocations made$16,000.00    
Program descriptionSAINT BARNABAS MEDICAL CENTER CAREGIVERS BOOTCAMP PROJECTSAINT BARNABAS MEDICAL CENTER WAS AWARDED A TOTAL OF $20,000 ($16K DISPERSED IN 2016) FROM THE KENDAL CHARITABLE FUNDS - PROMISING INNOVATIONS GRANT IN 2016, IN SUPPORT OF IT CAREGIVERS BOOTCAMP. THE MAIN AUDIENCE FOR THE BOOTCAMP WAS UNPAID CAREGIVERS OF INDIVIDUALS WHO SUFFER WITH ALZHEIMER'S DISEASE AND OTHER TYPES OF DEMENTIA.    
Financial data
Revenue
Total revenue$359,324.00$267,086.00 $162,396.00$137,813.00
Revenue from contributions (total)$115,454.00$72,828.00$34,951.00$65,187.00$44,849.00
Investment income, current yr$243,870.00$194,258.00 $97,209.00$92,964.00
Total revenue from grants, etc., current yr$115,454.00$72,828.00 $65,187.00$44,849.00
Total unrelated business revenue$0.00$0.00 $0.00$0.00
Other revenue, current yr$0.00$0.00 $0.00$0.00
Net unrelated business taxable revenue$0.00$0.00 $0.00$0.00
Program service revenue (total) $0.00$0.00$0.00$0.00
Gross receipts$1,830,930.00$688,705.00 $162,396.00$137,813.00
Sources of contributions
Revenue from all other contributions$115,454.00$72,828.00 $65,187.00$44,849.00
Other types of revenue
Income from dividends, interest, and similar investments$63,814.00$52,521.00 $65,807.00$67,601.00
Net rental income $0.00$0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$44,768.00$92,539.00 $139,466.00$108,414.00
Total functional expenses: program service $36,000.00$74,500.00 $132,359.00$100,649.00
Total functional expenses: management and general$8,768.00$18,039.00 $7,107.00$7,765.00
Total functional expenses: fundraising$0.00$0.00 $0.00$0.00
Fees for services
Fundraising service fees (total)$0.00$0.00 $0.00$0.00
Investment management fees (total)$6,912.00$9,570.00 $6,528.00$5,911.00
Assets and liabilities
Total assets$3,830,552.00$3,629,539.00$3,834,233.00$3,809,656.00$3,548,872.00
Total assets, beginning of year$3,629,539.00$3,834,233.00 $3,548,872.00$3,216,412.00
Total liabilities$960,735.00$978,677.00$1,169,590.00$1,203,550.00$1,109,300.00
Total liabilities, beginning of year$978,677.00$1,169,590.00 $1,109,300.00$914,788.00
Unrestricted net assets, end of yr$1,854,318.00$1,768,557.00 $1,823,241.00$1,736,635.00
Temporarily restricted net assets$1,008,649.00$875,455.00 $776,015.00$696,087.00
Permanently restricted net assets, end of yr$6,850.00$6,850.00 $6,850.00$6,850.00
Net assets$2,869,817.00$2,650,862.00 $2,606,106.00$2,439,572.00
Net assets, beginning of year$2,650,862.00$2,664,643.00 $2,439,572.00$2,301,624.00
Other liabilities$960,735.00$978,677.00 $1,094,195.00$1,107,250.00
Other assets$543.00$18,293.00 $4,467.00$1,672.00
Investments: publicly traded securities$3,714,541.00$3,594,376.00 $3,758,720.00$3,539,846.00
Cash: non-interest bearing$115,468.00$16,870.00 $46,469.00$7,354.00
Cash: non-interest bearing, beginning of year$16,870.00$106,330.00 $7,354.00$17,772.00
Other financial variables
Revenue less expenses$314,556.00$174,547.00 $22,930.00$29,399.00
Accounts payable & accrued expenses   $109,355.00$2,050.00
Total net assets or fund balances$2,869,817.00$2,650,862.00 $2,606,106.00$2,439,572.00
Governance and accountability
Number of voting members79 1012
Number of independent voting members79 1012
Financial sheets auditedTrueTrue TrueTrue
Audit on consolidated basisTrueTrue TrueTrue
Accrual accountingTrueTrue TrueTrue
Tax year start date2016-01-012015-01-01 2013-04-012012-04-01
Tax year end date2016-12-012015-12-012014-12-012014-03-012013-03-01
Indicators for schedules (selected)
Grants to domestic org/gov't >$5kTrueTrue TrueTrue
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990 990990
Date e-filing submitted2017-12-012016-09-26 2014-10-012013-09-23
IRS schema version2016v3.02015v2.1 2013v3.02012v2.1
Filing identifier201702999349300800201641309349300034 201422249349300807201342189349300824
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