2024-09-10T11:10:30-05:00 2023-12-31 141555429 UHY ADVISORS NORTHEAST INC 157 STOCKADE DRIVE KINGSTON NY 12401 990 2023-01-01 222243537 BENEDICTINE HEALTH FOUNDATION INC BENE 8454811303 144 PINE STREET 220 KINGSTON NY 12401 BERNADETTE REXFORD EXECUTIVE DIRECTOR 8454811303 2024-09-06 1 1 N THERESE WOLFE P00748483 8453315030 2023 2024-08-08 14:25:15Z BERNADETTE REXFORD 144 PINE ST SUITE 220 KINGSTON NY 12401 3039451 0 X WWW.BENEDICTINEHEALTHFOUNDATION.ORG X 1977 NY TO RAISE AND DISTRIBUTE FINANCIAL RESOURCES TO THOSE STRUGGLING WITH A CANCER DIAGNOSIS AND WHOSE FINANCIAL MEANS LIMIT THEIR ABILITY TO ACCESS OR RECEIVE THE CARE THAT THEY NEED. 18 18 0 150 0 0 425245 304596 0 0 95234 166326 4047 -10733 524526 460189 0 0 0 0 12871 0 0 0 98963 316865 347791 329736 347791 194790 112398 5082862 5430064 89851 66715 4993011 5363349 X TO RAISE AND DISTRIBUTE FINANCIAL RESOURCES TO THOSE STRUGGLING WITH A CANCER DIAGNOSIS AND WHOSE FINANCIAL MEANS LIMIT THEIR ABILITY TO ACCESS OR RECEIVE THE CARE THAT THEY NEED. TO PROVIDE ASSISTANCE TO ULSTER COUNTY RESIDENTS AND THEIR FAMILIES OR THOSE FROM NEIGHBORING COUNTIES RECEIVING MEDICAL SERVICES IN ULSTER COUNTY. 0 0 155442 TO SUPPORT PROGRAMS AND SERVICES FOUNDED ON COMPASSIONATE CARE THAT PROVIDE DIRECT FINANCIAL SUPPORT TO THOSE IN NEED. THE SINGLE FOCUS IS DIRECT ASSISTANCE TO PATIENTS DIAGNOSED WITH CANCER WHOSE FINANCIAL MEANS LIMIT THEIR ABILITY TO ACCESS OR RECEIVE THE CARE THAT THEY NEED.ROSEMARY D. GRUNER MEMORIAL CANCER FUND PROVIDES UP TO $500 OF ANNUAL ASSISTANCE TO APPLICANTS IN THE FORM OF GROCERY GIFT CARDS AND/OR FUEL GIFT CARDS.CANCER PATIENT EMERGENCY FINANCIAL ASSISTANCE FUND PROVIDES EMERGENCY FINANCIAL ASSISTANCE TO PATIENTS WITH A CURRENT DIAGNOSIS OF CANCER. UPON APPROVAL OF THE APPLICATION, THE FOUNDATION WILL PAY UP TO $250 ANNUALLY IN SUPPORT OF ESSENTIAL SERVICES; PAYMENTS WILL BE MADE DIRECTLY TO THE BILLING ORGANIZATION. 155442 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 1 0 0 NY X BERNADETTE REXFORD 8454811303 144 PINE STREET STE 200 KINGSTON NY 12401 X MARYROSE WARCHOLAK PRESIDENT 1.00 X X 0 0 0 JULIE H KRIEGER IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 EDWARD T HILL JR CFP 1ST VICE PRESIDENT 1.00 X X 0 0 0 JENNIFER A ZELL 2ND VICE PRESIDENT/SECRETA 1.00 X X 0 0 0 CHRISTOPHER HARRIS CIC SECRETARY 1.00 X X 0 0 0 DANIEL J GRUNER TREASURER 1.00 X X 0 0 0 JENNIFER FABIANO DIRECTOR 1.00 X 0 0 0 SISTER MARY FEEHAN OSB DIRECTOR 1.00 X 0 0 0 SISTER PHILOMENA FLECK OSB DIRECTOR 1.00 X 0 0 0 ALBERT J GRUNER JR DIRECTOR 1.00 X 0 0 0 SISTER DOROTHY HUGGARD OSB DIRECTOR 1.00 X 0 0 0 THOMAS K PETRO ESQ DIRECTOR 1.00 X 0 0 0 DR ROBERT J SMITH DIRECTOR 1.00 X 0 0 0 EPHIE TRATAROS DIRECTOR 1.00 X 0 0 0 CRYSTAL OAKES DIRECTOR 1.00 X 0 0 0 EMILY GLASS DEGASPERIS DIRECTOR 1.00 X 0 0 0 TOMMY STRUZZIERI DIRECTOR 1.00 X 0 0 0 RONALD WARD DIRECTOR 1.00 X 0 0 0 BERNADETTE REXFORD EXECUTIVE DIRECTOR 0.00 40.00 X 0 0 0 0 0 0 0 0 0 0 0 169003 135593 304596 82277 82277 2628204 2544155 84049 84049 84049 24374 169003 35107 -10733 -10733 460189 0 0 155593 121067 48427 30267 42373 23061 23061 6902 6902 40614 40614 16328 12161 4167 4745 4745 12751 4463 3825 4463 1466 1466 1508 1508 3681 3681 CANCER SUPPORT 102552 102552 SOCIAL MEDIA SERVICES 5720 4576 1144 BANK SERVICE CHARGES 5468 2078 3390 PRINTING 1477 131 1346 451 451 347791 155442 93386 98963 422097 259006 252768 295004 4162 5323 30701 6807 25402 23894 3009209 3340075 1369224 1506762 5082862 5430064 14245 14263 14244 3074 61362 49378 89851 66715 X 2841970 2966003 2151041 2397346 4993011 5363349 5082862 5430064 112398 257940 0 X 0 1 X 1 0 X 290398 359060 339924 425245 304596 1719223 290398 359060 339924 425245 304596 1719223 160598 1558625 80878 66459 71515 95234 166326 480412 90477 132913 131760 4047 138789 497986 2697621 0.57780 0.58490 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENTS - 2019 AMOUNT: $ 79,182. 2020 AMOUNT: $ 8,882. 2021 AMOUNT: $ 10,024. 2022 AMOUNT: $ 4,047. 2023 AMOUNT: $ -10,733. CHANGE IN CASH SURRENDER VALUE OF LIFE INS - 2019 AMOUNT: $ 11,295. 2020 AMOUNT: $ 11,726. 2021 AMOUNT: $ 10,974. 2023 AMOUNT: $ 10,472. CHANGES IN VALUE OF PERPETUAL TRUST - 2020 AMOUNT: $ 112,305. 2021 AMOUNT: $ 110,762. 2023 AMOUNT: $ 139,050. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19054 19054 11647 6807 4840 23894 CHARITABLE REMAINDER TRUST 1085926 CASH SURRENDER VALUE LIFE INS 371458 RIGHT-OF-USE 49378 1506762 X 711227 257940 257940 453287 6902 6902 460189 340889 0 340889 6902 6902 347791 PART X, LINE 2: THE FOUNDATION HAS EVALUATED ANY UNCERTAIN TAX POSITIONS AND RELATED INCOME TAX CONTINGENCIES AND DETERMINED UNCERTAIN POSITIONS, IF ANY, ARE NOT MATERIAL TO THE FINANCIAL STATEMENTS, ACCORDING TO FASB ASC 740-10. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN OPERATING EXPENSES, IF INCURRED. NONE OF THE FOUNDATION'S RETURNS ARE CURRENTLY UNDER EXAMINATION. BIKE FOR CANCER 139899 127030 12869 7500 12329 3718 SKI BENEFIT 51070 40173 10897 3990 3091 4479 1 2408 1800 608 193377 169003 24374 11490 15420 8197 35107 -10733 FORM 990, PART VI, SECTION A, LINE 2 TWO BOARD MEMBERS, DANIEL J. GRUNER AND ALBERT J. GRUNER, JR. ARE BROTHERS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 RETURN IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12 AS PART OF THE ADOPTED CONFLICT OF INTEREST POLICY AND PROCEDURES, THE FOUNDATION DEVELOPED A COMPREHENSIVE DISCLOSURE FORM. ALL OFFICERS, DIRECTORS, AND GENERAL COUNCIL ARE REQUIRED TO FILE A RENEWAL AT THE START OF EACH YEAR. THE ORGANIZATION OBTAINED THE SIGNED FORMS IN JANUARY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS COMPARABLE AND CONTEMPORANEOUSLY SUBSTANTIATED THE EXECUTIVE DIRECTOR'S TOTAL COMPENSATION AFTER DUE DELIBERATION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION WILL MAKE AVAILABLE ONLY THOSE DOCUMENTS REQUIRED TO BE DISCLOSED UNDER PUBLIC INSPECTION LAWS AND ARE ONLY AVAILABLE UPON REQUEST.