2024-05-10T21:56:24-05:00 2023-06-30 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2022-07-01 862086586 FOUNDATION IN SUPPORT OF EDUCATIONAL EXCELLENCE INC FOUN 9144765070 20 DORIS DRIVE SCARSDALE NY 10583 SOBEIDA CRUZ VICE CHAIR & TREASURER 9144765070 2024-05-10 1 SOBEIDA CRUZ XXX-XX-XXXX 1 MELISSA MODELSON P01603524 9143818900 2024-05-08 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z SOBEIDA CRUZ 20 DORIS DRIVE SCARSDALE NY 10583 289181 0 X N/A X 2021 NY TO PROVIDE SUPPORT TO THE CHARTER SCHOOL OF EDUCATIONAL EXCELLENCE AND TO FURTHER ITS VISION. 20 20 0 20 0 0 177525 240377 0 0 124 820 -4773 21663 172876 262860 28130 204000 0 0 0 0 0 0 0 34819 58349 62949 262349 109927 511 269504 273537 0 3522 269504 270015 X TO PROVIDE SUPPORT TO THE CHARTER SCHOOL OF EDUCATIONAL EXCELLENCE AND TO FURTHER THE VISION OF A SCHOOL THAT HAS HIGH EXPECTATIONS FOR EVERY CHILD; CHALLENGES EACH CHILD TO SURPASS THE STATE STANDARDS; PROVIDES EVERY CHILD WITH A STRONG BASIS IN READING, WRITING AND MATHEMATICS; PROVIDES A STRONG FOUNDATION TO ENABLE CHILDREN TO TACKLE HIGHER ORDER SKILLS AND ACHIEVE AT HIGHER LEVELS; PROVIDES A VALUABLE EDUCATION TO ALLOW CHILDREN TO ENGAGE IN CHALLENGING WORK, SUCH AS CONDUCTING EXPERIMENTS FOR DEEP UNDERSTANDING, EXPLORING CULTURES AND HISTORIES USING PRIMARY DOCUMENTS, ENGAGING IN DEBATES OF CLASSICAL LITERATURE, ANALYZING GREAT WORKS OF ART, AND APPRECIATING MUSICAL COMPOSITIONS, AMONG OTHERS; AND TEACHES EVERY CHILD TO BECOME A CRITICAL THINKER AND LIFELONG LEARNER. 0 0 204000 204000 0 THE FOUNDATION IN SUPPORT OF EDUCATIONAL EXCELLENCE, INC. PROVIDES SUPPORT TO THE CHARTER SCHOOL OF EDUCATIONAL EXCELLENCE AND TO FURTHER THE SCHOOL'S VISION FOR ITS STUDENTS. THE ORGANIZATION HELD A GALA EVENT IN MAY 2023 FOR FUNDRAISING EFFORTS. 204000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 X 20 20 1 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 NY X X MARIA MOREL 9144765070 20 DORIS DRIVE SCARSDALE NY 10583 X MRS BETSY MAY STERN CHAIRPERSON 0.25 X X 0 0 0 MRS SOBEIDA CRUZ VICE CHAIR & TREASURER 0.25 X X 0 0 0 MRS AMELIA LAGUERRE SECRETARY 0.25 X X 0 0 0 MRS JANE B BIERWIRTH TRUSTEE 0.10 X 0 0 0 MRS ELIZABETH BRACKEN-THOMPSON TRUSTEE 0.10 X 0 0 0 MR NOLAN BURGOS TRUSTEE 0.10 X 0 0 0 MR JOSEPH P CARLUCCI ESQ TRUSTEE 0.10 X 0 0 0 MR MICHAEL V CARUSO TRUSTEE 0.10 X 0 0 0 MR ERIC CRUZ TRUSTEE 0.10 X 0 0 0 MR MICHAEL DESIMONE TRUSTEE 0.10 X 0 0 0 MRS BRENDA HELLER TRUSTEE 0.10 X 0 0 0 MR STEVE HELLER TRUSTEE 0.10 X 0 0 0 MRS BETTY HIMMEL TRUSTEE 0.10 X 0 0 0 MRS CINDY LOPEZ TRUSTEE 0.10 X 0 0 0 MR PHIL MCGRATH TRUSTEE 0.10 X 0 0 0 MR PETER PHILLIPS TRUSTEE 0.10 X 0 0 0 MRS SHIRLEY PHILLIPS TRUSTEE 0.10 X 0 0 0 MR MARK A ROMNEY TRUSTEE 0.10 X 0 0 0 HON CECILE SINGER TRUSTEE 0.10 X 0 0 0 MRS ELINOR URSTADT TRUSTEE 0.10 X 0 0 0 0 0 0 0 0 0 0 0 189377 51000 240377 820 820 47984 189377 26321 21663 21663 262860 0 0 22483 204000 204000 4925 4925 20749 20749 20071 20071 3685 3685 6680 6680 2239 2239 262349 204000 58349 0 269504 273537 269504 273537 0 3522 0 3522 X 269504 270015 0 0 269504 270015 269504 273537 511 0 X 0 0 0 X 159575 177525 240377 577477 159575 177525 240377 577477 245498 331979 2 124 820 946 0 0 21663 21663 600086 X PART II, SHORT YEAR EXPLANATION: THE ORGANIZATION IS REPORTING A SHORT YEAR IN COLUMN (C) 2020 FOR ITS INITIAL YEAR BEGINNING JANUARY 21, 2021 AND ENDING JUNE 30, 2021. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED BENEFIT GALA 237361 189377 47984 16298 1500 8523 237361 189377 47984 16298 1500 8523 26321 21663 1 CHARTER SCHOOL OF EDUCATIONAL EXCELLENCE 260 WARBURTON AVENUE YONKERS NY 10701 562453276 501(C)(3) 204000 0 GENERAL PROGRAM SUPPORT 1 0 PART I, LINE 2: THE FOUNDATION GAVE A CONTRIBUTION TO THE CHARTER SCHOOL OF EDUCATIONAL EXCELLENCE. THE ORGANIZATIONS HAVE OVERLAPPING MANAGEMENT AND BOARD MEMBERS, WHICH IS HOW THE FOUNDATION ENSURES THAT THE SCHOOL WILL USE THE FUNDS FOR THE INTENDED PURPOSE. FORM 990, PART VI, SECTION A, LINE 2 SOBIEDA CRUZ AND AMELIA LAGUERRE HAVE A FAMILY RELATIONSHIP. STEVE HELLER AND BRENDA HELLER HAVE A FAMILY RELATIONSHIP. PETER PHILLIPS AND SHIRLEY PHILLIPS HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 8B THE FOUNDATION HAS NO COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FOUNDATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. AFTER THE FORM 990 HAS BEEN PREPARED, IT IS REVIEWED BY THE TREASURER AND SECRETARY BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ADOPTED A POLICY ON CONFLICTS OF INTEREST AND REVIEWS THAT POLICY FROM TIME TO TIME TO ENSURE THAT IT PROVIDES APPROPRIATE GUIDANCE AND PROTECTIONS. THE POLICY INCLUDES, AT A MINIMUM, (I) A DEFINITION OF THE CIRCUMSTANCES THAT CONSTITUTE A CONFLICT OF INTEREST; (II) PROCEDURES FOR DISCLOSING A CONFLICT OF INTEREST TO THE AUDIT COMMITTEE OR, IF THERE IS NO AUDIT COMMITTEE, TO THE BOARD; (III) A REQUIREMENT THAT THE PERSON WITH THE CONFLICT OF INTEREST NOT BE PRESENT AT OR PARTICIPATE IN BOARD OR COMMITTEE DELIBERATION OR VOTE ON THE MATTER GIVING RISE TO SUCH CONFLICT; (IV) A PROHIBITION AGAINST ANY ATTEMPT BY THE PERSON WITH THE CONFLICT TO INFLUENCE IMPROPERLY THE DELIBERATION OR VOTING ON THE MATTER GIVING RISE TO SUCH CONFLICT; (V) A REQUIREMENT THAT THE EXISTENCE AND RESOLUTION OF THE CONFLICT BE DOCUMENTED IN THE FOUNDATION'S RECORDS, INCLUDING IN THE MINUTES OF ANY MEETING AT WHICH THE CONFLICT WAS DISCUSSED OR VOTED UPON; AND (VI) PROCEDURES FOR DISCLOSING, ADDRESSING, AND DOCUMENTING RELATED PARTY TRANSACTIONS IN ACCORDANCE WITH THE NEW YORK NOT-FOR-PROFIT CORPORATION LAW. THE CONFLICT OF INTEREST POLICY REQUIRES THAT PRIOR TO THE INITIAL ELECTION OF ANY DIRECTOR, AND ANNUALLY THEREAFTER, SUCH DIRECTOR SHALL COMPLETE, SIGN AND SUBMIT TO THE SECRETARY OF THE FOUNDATION A WRITTEN STATEMENT IDENTIFYING, TO THE BEST OF THE DIRECTOR'S KNOWLEDGE, ANY ENTITY OF WHICH SUCH DIRECTOR IS AN OFFICER, DIRECTOR, TRUSTEE, MEMBER, OWNER (EITHER AS A SOLE PROPRIETOR OR A PARTNER), OR EMPLOYEE AND WITH WHICH THE FOUNDATION HAS A RELATIONSHIP, AND ANY TRANSACTION IN WHICH THE FOUNDATION IS A PARTICIPANT AND IN WHICH THE DIRECTOR MIGHT HAVE A CONFLICTING INTEREST. THE POLICY REQUIRES THAT EACH DIRECTOR ANNUALLY RESUBMIT SUCH WRITTEN STATEMENT. THE SECRETARY OF THE FOUNDATION WILL PROVIDE A COPY OF ALL COMPLETED STATEMENTS TO THE CHAIR OF THE AUDIT COMMITTEE OR, IF THERE IS NO AUDIT COMMITTEE, TO THE CHAIR OF THE BOARD OR IF NONE, THEN TO THE PRESIDENT OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS ALSO POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY.