| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
|
Total |
||||||
| Calendar year (or fiscal year beginning in) | (a) 2021 | (b) 2022 | (c) 2023 | (d) 2024 | (e) 2025 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 3,679,410 | 1,988,873 | 2,474,453 | 6,242,162 | 3,100,669 | 17,485,567 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 3,679,410 | 1,988,873 | 2,474,453 | 6,242,162 | 3,100,669 | 17,485,567 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 17,485,567 | |||||
| Calendar year (or fiscal year beginning in) | (a) 2021 | (b) 2022 | (c) 2023 | (d) 2024 | (e) 2025 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 3,679,410 | 1,988,873 | 2,474,453 | 6,242,162 | 3,100,669 | 17,485,567 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 344,370 | 295,421 | 204,171 | 159,779 | 87,797 | 1,091,538 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 812,694 | 1,013,868 | 473,037 | 706,994 | 826,387 | 3,832,980 |
| 11 | Total support. Add lines 7 through 10 | 22,422,410 | |||||
| Calendar year (or fiscal year beginning in) | (a) 2021 | (b) 2022 | (c) 2023 | (d) 2024 | (e) 2025 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
| Calendar year (or fiscal year beginning in) | (a) 2021 | (b) 2022 | (c) 2023 | (d) 2024 | (e) 2025 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6 | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 | ||||||
| c | Add lines 10a and 10b | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6Total annual distributions. Add lines 1 through 5. | 6 | |
|
7
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
7 | |
| 8 Distributable amount for 2025 from Section C, line 6 | 8 | |
| 9 Line 7 amount divided by Line 8 amount | 9 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2025 |
(iii) Distributable Amount for 2025 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2025 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2025 (reasonable cause required-- explain in Part VI).
See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2025: | ||||
| a From 2020....... | ||||
| b From 2021....... | ||||
| c From 2022....... | ||||
| d From 2023....... | ||||
| e From 2024....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2025 distributable amount | ||||
|
i
Carryover from 2020 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2025 from Section D, line 6: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2025 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2025, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2025. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2026. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2021..... | ||||
| b Excess from 2022..... | ||||
| c Excess from 2023..... | ||||
| d Excess from 2024..... | ||||
| e Excess from 2025..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | MISCELLANEOUS REVENUE |
| PART II, SHORT YEAR EXPLANATION: | PART II, SECTION A, COLUMN (E) REFLECTS INFORMATION FOR THE SHORT PERIOD JANUARY 1, 2025 THROUGH JUNE 30, 2025. |
| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
|---|---|
| FORM 990, HEADING, ITEM B AMENDED RETURN EXPLANATION: | THE ORGANIZATION IS FILING AN AMENDED FORM 990 TO CORRECT CERTAIN INFORMATION REPORTED ON THE ORIGINAL RETURN. PART VII HAS BEEN REVISED TO REFLECT THE OFFICERS AND TRUSTEES WHO SERVED DURING THE SHORT TAX PERIOD FROM JANUARY 1, 2025, THROUGH JUNE 30, 2025. THE ORIGINAL RETURN INCLUDED GOVERNING BODY INFORMATION FROM A DIFFERENT REPORTING PERIOD. IN ADDITION, THE SCHEDULE D NARRATIVE RELATED TO PART V, LINE 4 HAS BEEN REVISED TO CLARIFY THAT THE APPLICABLE LANGUAGE SHOULD READ "PERFORMING ARTS AT THE CARE CENTER." THIS CORRECTION WAS MADE TO ENSURE THE NARRATIVE ACCURATELY REFLECTS THE INTENDED PURPOSE OF THE ENDOWMENT FUND. A STATEMENT WAS ADDED TO SCHEDULE O TO HELP READERS OF THE FORM 990 UNDERSTAND THAT COMPENSATION DISCLOSURES FOR PART VII ARE NOT REQUIRED FOR THIS SHORT-PERIOD FILING. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY A FIRM OF CERTIFIED PUBLIC ACCOUNTANTS AND REVIEWED BY MANAGEMENT. MANAGEMENT'S QUESTIONS AND COMMENTS WERE ANSWERED AND RESOLVED PRIOR TO FILING THE FORM 990. EACH BOARD MEMBER WAS PROVIDED WITH A COPY OF THE FORM 990 BEFORE THE RETURN WAS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS MEMBERS OF THE BOARD OF DIRECTORS, OTHER OFFICERS, AND VOTING MEMBERS OF COMMITTEES WITH FIDUCIARY DUTIES. EACH COVERED MEMBER IS REQUIRED TO SUBMIT AN ANNUAL DISCLOSURE STATEMENT. THE CHIEF EXECUTIVE OFFICER, BOARD PRESIDENT, VICE PRESIDENT, OR COMMITTEE CHAIR, AS APPROPRIATE, REVIEW THE DISCLOSURE STATEMENTS FOR SITUATIONS THAT MAY POSE POTENTIAL CONFLICTS OF INTEREST FOR DIRECTORS, OFFICERS AND VOTING COMMITTEE MEMBERS WITH FIDUCIARY DUTIES. EACH COVERED MEMBER HAS THE DUTY TO DISCLOSE A POTENTIAL CONFLICT OF INTEREST PRIOR TO THEIR PARTICIPATION IN THE DISCUSSION, EVALUATION, OR ACTION ON A TRANSACTION. THE COVERED MEMBER DISCLOSES ANY INTERESTS HE OR SHE THINKS COULD BE CONSIDERED "MATERIAL" ALONG WITH ALL RELEVANT FACTS TO THE BOARD ITSELF, A COMMITTEE OR THE CHIEF EXECUTIVE OFFICER. MEMBERS THAT ARE DETERMINED TO HAVE A CONFLICT OF INTEREST ARE REQUIRED TO REFRAIN FROM VOTING ON ANY MATTERS RELATED TO THE TRANSACTION AND WILL NOT BE COUNTED FOR THE PRESENCE OF A QUORUM. BOARD APPROVAL OF A TRANSACTION INVOLVING A CONFLICT OF INTEREST REQUIRES A MAJORITY VOTE OF THE BOARD OF DIRECTORS, NOT INCLUDING THE COVERED MEMBER WITH THE CONFLICT. ALL PROCEEDINGS RELATED TO CONFLICTS OF INTEREST ARE DOCUMENTED IN THE MEETING MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS BASED ON THE CEO'S PERFORMANCE AND COMPARABILITY DATA. COMPENSATION FOR THE CEO IS BASED ON AN ANNUAL REVIEW OF COMPARABLE POSITIONS SUBMITTED BY THE CHIEF HUMAN RESOURCES OFFICER (CHRO) TO THE EXECUTIVE COMMITTEE OF THE BOARD. COMPENSATION IS DETERMINED AS PART OF AN ANNUAL PERFORMANCE REVIEW, WHICH IS CONDUCTED BY THE EXECUTIVE COMMITTEE (LED BY THE BOARD CHAIR). REFERRING TO THE RANGES NOTED BY THE CHRO, THE BOARD CHAIR WITH THE CONCURRENCE OF THE EXECUTIVE COMMITTEE RECOMMENDS ANNUAL COMPENSATION FOR THE CEO TO THE BOARD OF DIRECTORS DURING AN EXECUTIVE SESSION CALLED FOR THAT PURPOSE. THE DELIBERATION AND DECISIONS ARE DOCUMENTED IN THE MEETING MINUTES AND A NOTICE TO PERSONNEL ACTION IS COMPLETED AND STORED IN THE EMPLOYEE'S PERSONNEL FILE. THIS RETURN COVERS THE SHORT PERIOD FROM JANUARY 1, 2025 THROUGH JUNE 30, 2025. COMPENSATION FOR CALENDAR YEAR 2025 WILL BE REPORTED ON THE RETURN FILED FOR THE YEAR ENDING JUNE 30, 2026. OFFICER COMPENSATION FOR THE SHORT PERIOD IS REPORTED IN PART IX, LINE 5. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VII, SECTION A: | THE ORGANIZATION IS NOT REPORTING COMPENSATION IN FORM 990, PART VII, SECTION A FOR THE OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES PER THE FORM 990 INSTRUCTIONS FOR THIS DISCLOSURE FOR SHORT-PERIOD RETURNS THAT DO NOT INCLUDE A DECEMBER 31 WITHIN THE TAX PERIOD. THE ORGANIZATION IS FILING THIS FORM 990 FOR THE SIX-MONTH PERIOD ENDED JUNE 30, 2025. CALENDAR YEAR 2024 REPORTABLE COMPENSATION WAS REPORTED IN THE 2024 FORM 990 FOR THE YEAR ENDED DECEMBER 31, 2024 AND CALENDAR YEAR 2025 REPORTABLE COMPENSATION WILL BE REPORTED ON THE 2025 FORM 990 FOR THE YEAR ENDING JUNE 30, 2026. |
| FORM 990, PART IX, LINE 11G | MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 1,606,053. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,606,053. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 335,308. MANAGEMENT AND GENERAL EXPENSES 859,485. FUNDRAISING EXPENSES 14,291. TOTAL EXPENSES 1,209,084. |
| Software ID: | |
| Software Version: |