2024-10-15T16:32:14-05:00 2023-11-30 111986323 MARCUM LLP 555 LONG WHARF DRIVE NEW HAVEN CT 06511 990 2022-12-01 061157655 HOLE IN THE WALL GANG FUND INC HOLE 2037720522 555 LONG WHARF DRIVE FL 11 NEW HAVEN CT 06511 JAMES CANTON CHIEF EXECUTIVE OFFICER 2037720522 2024-10-14 1 1 MARY ANTONETTI P00431862 2037819600 2024-10-14 2022 2024-10-15 13:58:12Z THE HOLE IN THE WALL GANG CAMP JAMES CANTON 555 LONG WHARF DRIVE FL 11 NEW HAVEN CT 06511 53145343 0 X WWW.HOLEINTHEWALLGANG.ORG X 1985 CT TO PROVIDE A SUMMER, RESIDENTIAL CAMPING EXPERIENCE FOR CHILDREN, ADOLESCENTS AND YOUNG ADULTS WITH CANCER AND OTHER SERIOUS ILLNESSES. TO PROVIDE YEAR-ROUND SUPPORT AND PROGRAMS FOR THOSE INDIVIDUALS, THEIR FAMILIES, AND THEIR CAREGIVERS. TO PROVIDE ASSISTANCE TO OTHER ORGANIZATIONS WITH SIMILAR MISSIONS. 30 30 140 3103 0 0 28038967 13048262 0 0 1747087 2321242 -637201 -762705 29148853 14606799 250000 250000 0 0 8866136 10070558 0 0 3208566 7270401 7946028 16386537 18266586 12762316 -3659787 145567447 148796583 1515751 1363674 144051696 147432909 X THE HOLE IN THE WALL GANG CAMP, IN COLLABORATION WITH ITS ASSOCIATED CAMPS IN THE UNITED STATES AND ABROAD, PROVIDES CHILDREN, ADOLESCENTS AND YOUNG ADULTS WITH CANCER AND OTHER SERIOUS ILLNESSES AND CONDITIONS A CAMPING EXPERIENCE OF THE HIGHEST QUALITY, WHILE EXTENDING YEAR-ROUND SUPPORT TO THOSE INDIVIDUALS AND THEIR FAMILIES. 0 0 8612296 PROVIDED ON-SITE PROGRAMS FOR 2,272 PARTICIPANTS TOTALING 9,178 "CAMPER" DAYS. 4581576 PROVIDED 36,356 IN-PERSON HOSPITAL VISITS. PROVIDED VIRTUAL PROGRAMMING IN HOSPITALS AND HOMES AND ALTERNATIVE COMMUNITY GROUP PROGRAMMING FOR 1,508 PARTICIPANTS. 250000 250000 PROVIDED SUPPORT TO ORGANIZATIONS WITH SIMILAR MISSIONS TO ASSIST WITH CAPITAL AND OPERATING NEEDS. 13443872 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 1 0 1 0 0 0 1 0 1 0 1 1 0 0 0 0 0 0 0 0 1 80 0 1 140 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ CA CT FL GA IL ME MD MA MI MN NC NJ NY NH OH OR PA RI SC TN UT VA VT WA WI X X JAMES TAKAMI 2037720522 555 LONG WHARF DRIVE FL 11 NEW HAVEN CT 06511 RAYMOND LAMONTAGNE CHAIR 1.00 X X 0 0 0 LYNN FUSCO VICE-CHAIR, TREASURER 1.00 X X 0 0 0 TERRY COUGHLIN SECRETARY 1.00 X X 0 0 0 KHALED F ALHEGELAN DIRECTOR 1.00 X 0 0 0 GREGORY P BROUSSEAU DIRECTOR 1.00 X 0 0 0 STEVEN CHOI MD DIRECTOR 1.00 X 0 0 0 BRADLEY COOPER DIRECTOR 1.00 X 0 0 0 ANDY CROWLEY DIRECTOR 1.00 X 0 0 0 BONNIE FERRO DIRECTOR 1.00 X 0 0 0 URSULA L GWYNNE DIRECTOR 1.00 X 0 0 0 CHRISTINA HORNER DIRECTOR 1.00 X 0 0 0 JEFFREY H HORSTMAN DIRECTOR 1.00 X 0 0 0 ADAM C JED DIRECTOR 1.00 X 0 0 0 DANIEL R KAIL DIRECTOR 1.00 X 0 0 0 RICHARD M KAYNE MD DIRECTOR 1.00 X 0 0 0 SANDY KOUFAX DIRECTOR 1.00 X 0 0 0 GARY KUPFER MD DIRECTOR 1.00 X 0 0 0 JAY LEVINE DIRECTOR 1.00 X 0 0 0 STEFANI A LIDESTRI DIRECTOR 1.00 X 0 0 0 DEIDRE MEYERSON DIRECTOR 1.00 X 0 0 0 BRIDGET MOYNAHAN DIRECTOR 1.00 X 0 0 0 JAMES NAUGHTON DIRECTOR 1.00 X 0 0 0 MELISSA S NEWMAN DIRECTOR 1.00 X 0 0 0 ALLISON E PICOTT JD DIRECTOR 1.00 X 0 0 0 KINGDAR PRUSSIEN DIRECTOR 1.00 X 0 0 0 SEAN A RAMALHO DIRECTOR 1.00 X 0 0 0 PETER B SCHOTTLAND DIRECTOR 1.00 X 0 0 0 PAULA A JOHNSON MD DIRECTOR (FROM 11/23) 1.00 X 0 0 0 PATRICK J NICHOLS DIRECTOR (FROM 11/23) 1.00 X 0 0 0 MATT SHEELEIGH DIRECTOR (FROM 11/23) 1.00 X 0 0 0 JAMES CANTON CEO 40.00 X 285146 0 58096 JAMES TAKAMI CFO 40.00 X 57308 0 0 PADRAIG BARRY CHIEF STRATEGY OFFICER 40.00 X 155988 0 35184 CHARLENE CURRY CHIEF HR OFFICER 40.00 X 166474 0 25876 ROBIN FARRELL CHIEF DEVELOPMENT OFFICER 40.00 X 182203 0 25864 HILARY AXTMAYER CHIEF PROGRAM OFFICER 40.00 X 146190 0 48369 RYAN THOMPSON CHIEF COMMUNICATIONS OFFICER (THROUGH 9/26/22) 40.00 X 126472 0 19992 DAVID NELSON MD MEDICAL DIRECTOR 20.00 X 130315 0 9122 JENNIFER WEEKS DIRECTOR OF SPECIAL EVENTS 40.00 X 104448 0 21625 KEVIN MAGEE FORMER CFO (LEFT 12/31/22) 40.00 X 205446 0 28604 1559990 0 272732 9 1 1 0 MIKE'S LOG HOME RESTORATION LLC 10 LINDA LANE PLAINFIELD CT 06374 LOG CABIN REPAIRS 152930 ALCHEMY CELEBRATIONS 2 WILTON AVENUE NORWALK CT 06851 SPECIAL EVENT CATERER 105151 2 4783658 8264604 264674 13048262 2411453 2411453 37176635 37266846 -90211 -90211 -90211 493001 4783658 1271698 -778697 -778697 OTHER INCOME 900099 15992 15992 15992 14606799 0 0 1558537 250000 250000 1107632 256201 533837 317594 6742660 5046128 249237 1447295 333512 238594 10303 84615 1343978 979188 85372 279418 542776 371244 49286 122246 41697 8146 13173 20378 106459 106459 100702 100702 669391 415801 102577 151013 427995 226861 88639 112495 665933 323781 75533 266619 401175 265408 104972 30795 467785 317325 18904 131556 2097308 2038974 58334 410778 410778 FACILITIES 1118118 1115826 2292 PROGRAM SUPPLIES AND EQ 816724 816724 PRINTING AND PUBLIC AWA 322599 95768 226831 FOOD 247543 247543 51821 19582 14528 17711 18266586 13443872 1614148 3208566 1000 102505 742165 1387822 1498159 1167527 7775 429789 427300 62162462 27391491 34422906 34770971 31585134 33632076 76880519 76785809 0 522573 145567447 148796583 1236584 812029 250000 29167 4167 0 547478 1515751 1363674 X 139351343 143113103 4700353 4319806 144051696 147432909 145567447 148796583 -3659787 7041000 0 X 0 1 X 1 0 X 13155996 11917175 18104463 28038967 13048262 84264863 13155996 11917175 18104463 28038967 13048262 84264863 806858 83458005 1397256 1187195 1467112 1641791 2411453 8104807 59777 4054 945476 7722 15992 1033021 93402691 0.89350 0.71070 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 59,777. 2019 AMOUNT: $ 4,054. 2020 AMOUNT: $ 945,476. 2021 AMOUNT: $ 7,722. 2022 AMOUNT: $ 15,992. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2877653 29625 310203 119269 3098212 3463391 22250 -413338 194650 2877653 3049910 24100 389381 3463391 2669373 75730 379503 74696 3049910 2451057 91258 217846 90788 2669373 0.23993 0.76006 0.00000 0 0 5223475 5223475 51366426 24052305 27314121 530819 504152 26667 788485 619107 169378 4253257 2215927 2037330 34770971 SILCHESTER INTERNATIONAL 10178853 F BLACKSTONE PARK AVENUE 3913653 F WARBURG PINCUS XII 1689545 F WARBURG PINCUS GLOBAL GROWTH 2498379 F WARBURG PINCUS GLOBAL GROWTH XIV 594503 F WARBURG PINCUS CAPITAL SOLUTIONS 125000 F VANGUARD RUSSELL 1000 INSTL FUND (VRNIX) 47792880 F PIMCO LOW DURATION II (PLDTX) 9992996 F 76785809 OPERATING LEASE LIABILITIES 547478 547478 X 21547097 7041000 7041000 14506097 100702 100702 14606799 18165884 0 18165884 100702 100702 18266586 PART V, LINE 4: THE ENDOWMENT FUNDS ARE INTENDED TO PROVIDE RESOURCES TO SUPPORT THE CAMP'S MISSION, PRIMARILY TO SUPPORT THE ACTIVITIES OF THE SUMMER PROGRAMS. PART X, LINE 2: THE FUND IS A NOT-FOR-PROFIT FUND UNDER THE NONSTOCK CORPORATION ACT OF THE STATE OF CONNECTICUT AND IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE). CONTRIBUTIONS TO THE FUND ARE TAX-DEDUCTIBLE WITHIN THE LIMITATIONS PRESCRIBED BY THE CODE. THE FUND HAS BEEN CLASSIFIED AS A FUND THAT IS NOT A PRIVATE FOUNDATION AND HAS BEEN DESIGNATED AS A PUBLICLY SUPPORTED FUND UNDER THE APPLICABLE SECTIONS OF THE CODE. INCOME, THAT IS NOT RELATED TO EXEMPT PURPOSES, LESS APPLICABLE DEDUCTIONS, IS SUBJECT TO FEDERAL AND STATE CORPORATE INCOME TAXES. THE FUND HAD NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED NOVEMBER 30, 2023 AND 2022. THE FUND PERFORMED AN EVALUATION OF UNCERTAINTY IN INCOME TAXES FOR THE YEAR ENDED NOVEMBER 30, 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. AS OF NOVEMBER 30, 2023, THE STATUTE OF LIMITATIONS FOR CERTAIN TAX YEARS, REMAINED OPEN WITH THE U.S. FEDERAL JURISDICTION AND/OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE FUND FILES TAX RETURNS, HOWEVER, NO EXAMINATIONS WERE PENDING OR IN PROGRESS. IT IS THE FUND'S POLICY TO RECOGNIZE INTEREST AND PENALTIES RELATED TO UNCERTAINTY IN INCOME TAXES, IF ANY, IN INTEREST AND/OR INCOME TAX EXPENSE. AS OF NOVEMBER 30, 2024, THE FUND HAD NO ACCRUALS FOR INTEREST AND/OR PENALTIES. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 2138000 0 0 0 0 0 0 2138000 0 2138000 1 0 1 1 1 0 PART III ACCOUNTING METHOD: PART I, LINE 3: INVESTMENTS ARE REPORTED AT FAIR MARKET VALUE. BIG APPLE NY 1692289 1523061 169228 417347 BEANTOWN BASH 1610695 1449626 161069 277028 8 1973675 1810971 162704 43444 533879 5276659 4783658 493001 43444 1228254 1271698 -778697 1 DOUBLE H RANCH 97 HIDDEN VALLEY ROAD LAKE LUZERNE NY 12846 141752888 501(C)(3) 250000 0 OPERATING ASSISTANCE 1 0 PART I, LINE 2: ALL GRANTS WERE MADE TO CAMPS WITH SIMILAR MISSIONS THAT ARE MEMBERS OF THE SERIOUSFUN CHILDREN'S NETWORK. THE NETWORK MONITORS THE ACTIVITIES OF THE CAMPS THROUGH SITE VISITS AND ONGOING CONFERENCE CALLS THROUGHOUT THE YEAR. THE HOLE IN THE WALL GANG CAMP PARTICIPATES IN THE CONFERENCE CALLS AND THE RESULTS OF THE SITE VISITS ARE ALSO COMMUNICATED BY THE NETWORK TO THE CAMP. X X X X 0 0 0 0 0 0 0 0 0 JAMES CANTON CEO 285146 0 0 0 0 0 20487 0 37609 0 343242 0 0 0 KEVIN MAGEE FORMER CFO (LEFT 12/31/22) 205446 0 0 0 0 0 14578 0 14026 0 234050 0 0 0 ROBIN FARRELL CHIEF DEVELOPMENT OFFICER 182203 0 0 0 0 0 10005 0 15859 0 208067 0 0 0 HILARY AXTMAYER CHIEF PROGRAM OFFICER 146190 0 0 0 0 0 10760 0 37609 0 194559 0 0 0 CHARLENE CURRY CHIEF HR OFFICER 166474 0 0 0 0 0 11850 0 14026 0 192350 0 0 0 PADRAIG BARRY CHIEF STRATEGY OFFICER 155988 0 0 0 0 0 11254 0 23930 0 191172 0 0 0 FUSCO HARBOUR ASSOCIATES LYNN FUSCO LEASEHOLD IMPROVEMENT X 250000 4167 0 1 1 4167 FUSCO HARBOUR ASSOCIATES LYNN FUSCO IS AN OFFICER OF FUSCO HARBOUR ASSOCIATES & A DIRECTOR OF THE FU 123180 THE FUND PAID RENT FOR OFFICE SPACE OF $123,180 DURING THE YEAR ENDED NOVEMBER 30, 2023 TO FUSCO HARBOUR ASSOCIATES, AN OFFICER OF WHICH IS A MEMBER OF THE FUND'S BOARD OF DIRECTORS. 0 X 8 201200 FMV X PROGRAM SUPPLIES 510 63474 FMV 0 1 0 PART I, COLUMN (B): COLUMN B SHOWS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION POSTS THE DRAFT OF THE 990 ON ITS WEBSITE THAT REQUIRES A SEPARATE PASSWORD FOR ACCESS. THE ORGANIZATION PROVIDES THAT PASSWORD TO THE BOARD MEMBERS AND NOTIFIES THEM THAT THE DRAFT OF THE 990 WILL BE POSTED FOR A SPECIFIED PERIOD OF TIME AND ASKS THEM TO RESPOND WITH ANY QUESTIONS, SUGGESTIONS, OR PROPOSED CHANGES BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED ANNUALLY TO COMPLETE THE CONFLICT OF INTEREST POLICY FORM AND SUBMIT IT TO THE CEO. THE CEO AND CFO REVIEW THE COMPLETED FORMS TO DETERMINE IF ANY CONFLICTS OF INTEREST EXIST. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION AND PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS PERFORMS AN ANNUAL PERFORMANCE APPRAISAL OF THE CEO. THE COMMITTEE UTILIZES INFORMATION FROM NON-PROFIT RESEARCH ORGANIZATIONS, INFORMATION FROM THEIR RESPECTIVE EMPLOYMENTS, AND INFORMATION FROM OTHER NON-PROFIT BOARDS ON WHICH THEY SERVE TO EVALUATE THE CEO'S COMPENSATION. THIS PROCESS IS ALSO UTILIZED TO EVALUATE THE COMPENSATION FOR THE CDO, CFO, CPO, CHRO, AND MEDICAL DIRECTOR, WHICH ALSO INCLUDES CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY PROVIDING COPIES UPON WRITTEN REQUEST AND BY MAKING THE DOCUMENTS AVAILABLE FOR INSPECTION AT ITS OFFICE IN NEW HAVEN, CT. THE AUDITED FINANCIAL STATEMENTS AND IRS FORM 990 ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE.