Nonprofit · EIN 20-5041160
JEFFERSONS FERRY FOUNDATION
Tax-exempt · SOUTH SETAUKET, NY 11720
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $793,412 | $1,148,748 | -$355,336 | $2,619,267 | $839,301 | $1,779,966 |
| December 31, 2023 | 990 | $582,456 | $493,057 | $89,399 | $2,066,484 | $20,465 | $2,046,019 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $761,866
- Program service revenue
- $0
- Investment income
- $56,511
- Net gain from sales of assets
- $18,623
- Net income from fundraising events
- -$34,841
- Net income from gaming
- $9,876
- Other revenue
- -$24,965
Expenses
- Grants and similar amounts paid
- $873,254
- Other salaries and wages
- $151,064
- Salaries, compensation and benefits (total)
- $176,393
- Professional fundraising fees
- $0
- Accounting fees
- $3,900
- Program services (functional)
- $879,134
- Management and general (functional)
- $6,772
- Fundraising (functional)
- $262,842
Balance sheet and other
- Total assets, start of year
- $2,066,484
- Total assets, end of year
- $2,619,267
- Total liabilities, end of year
- $839,301
- Net assets, end of year
- $1,779,966
- Publicly traded securities
- $698,732
- Net assets without donor restrictions
- $857,431
- Net assets with donor restrictions
- $922,535
- Gross receipts
- $923,496
- Employees
- 0
- Volunteers
- 30
- Year formed
- 2006
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT CAULFIELD | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 5 | $0 | $722,884 | $192,835 |
| BRIAN AMTMANN | CHIEF FINANCIAL OFFICER Officer | 5 | $0 | $328,946 | $26,904 |
| GLORIA SNYDER | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JAMES DANOWSKI | VICE-CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| JOHN SINI | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| WAYNE SHATTES | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| WENDY DARWELL | MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| KIM KUBASEK | MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| DEBRA ENGELHARDT | MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| KENNETH ROBERTS | MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
| LAWRENCE DAVIDOW ESQ | MEMBER Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT CAULFIELD | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 5 | $0 | $628,604 | $167,561 |
| BRIAN AMTMANN | CHIEF FINANCIAL OFFICER Officer | 5 | $0 | $305,055 | $22,700 |
| GLORIA SNYDER | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES DANOWSKI | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN SINI | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| WAYNE SHATTES | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DEBRA ENGELHARDT | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KENNETH ROBERTS | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KIM KUBASEK | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LAWRENCE DAVIDOW | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| WENDY DARWELL | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- ONE JEFFERSON FERRY DRIVE, SOUTH SETAUKET, NY 11720-4707
- In care of
- % ACTIVE RETIREMENT COMMUNITY INC
- Principal officer (990 for 2024)
- ROBERT E CAULFIELD, ONE JEFFERSON FERRY DRIVE, SOUTH SETAUKET, NY 11720
- Signed the 990
- BRIAN AMTMANN, CHIEF FINANCIAL OFFICER
- Phone
- (631) 650-2724
- Website
- WWW.JEFFERSONSFERRY.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
THE FOUNDATION SHALL WORK IN PARTNERSHIP WITH THE JEFFERSON'S FERRY BOARD OF DIRECTORS AND STAFF TO PROMOTE AND RAISE PHILANTHROPIC FUNDS TO ENHANCE SERVICES FOR THE RESIDENTS AND STAFF OF JEFFERSON'S FERRY LIFECARE COMMUNITY.
Program accomplishments
- THE JEFFERSON'S FERRY FOUNDATION EXISTS TO SUPPORT ACTIVE RETIREMENT COMMUNITY, INC., DOING BUSINESS AS JEFFERSON'S FERRY, A LIFECARE COMMUNITY DEDICATED TO SERVING OLDER ADULTS. THE FOUNDATION PROMOTES BENEVOLENCE BY ENGAGING RESIDENTS, FAMILIES, STAFF, VOLUNTEERS, AND COMMUNITY STAKEHOLDERS TO NURTURE THE EMOTIONAL, SPIRITUAL, AND PHYSICAL WELL-BEING OF THE SENIORS WHO RESIDE AT JEFFERSON'S FERRY. (CONTINUED ON SCHEDULE O)DURING THE YEAR, THE FOUNDATION PROVIDED FINANCIAL SUPPORT FOR A RANGE OF INITIATIVES THAT DIRECTLY ENHANCED RESIDENT LIFE AND THE LONG-TERM SUSTAINABILITY OF THE JEFFERSON'S FERRY COMMUNITY. THIS INCLUDED ASSISTANCE TO RESIDENTS FACING FINANCIAL HARDSHIP THROUGH NO FAULT OF THEIR OWN, AS WELL AS FUNDING FOR HEALTH, WELLNESS, AND ENRICHMENT PROGRAMS DESIGNED TO PROMOTE ACTIVE AND ENGAGED LIVING. THE FOUNDATION ALSO CONTRIBUTED TO CAPITAL PROJECTS AIMED AT BEAUTIFYING THE CAMPUS GROUNDS AND INTERIOR SPACES. IN ADDITION, IT PROVIDED FUNDING TO SUPPORT JEFFERSON'S FERRY'S STRATEGIC PLANNING EFFORTS AND FUTURE SERVICE DEVELOPMENT TO MEET THE EVOLVING NEEDS OF OLDER ADULTS IN THE REGION.Expenses $879,134 · grants $873,254
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-5041160
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L11)
- Assets (IRS master file)
- $2,619,267
- Income (IRS master file)
- $923,496
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $793,412 | $1,148,748 | $2,619,267 | XML |
| 990 | December 2023 | $582,456 | $493,057 | $2,066,484 | XML |
| 990 | December 2022 | $422,641 | $559,431 | $1,911,005 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5041160).
Questions about JEFFERSONS FERRY FOUNDATION
- What is the EIN of JEFFERSONS FERRY FOUNDATION?
- The employer identification number (EIN) of JEFFERSONS FERRY FOUNDATION is 20-5041160.
- Is JEFFERSONS FERRY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to JEFFERSONS FERRY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does JEFFERSONS FERRY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JEFFERSONS FERRY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JEFFERSONS FERRY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of JEFFERSONS FERRY FOUNDATION?
- The 990 for the year ended December 31, 2024 names ROBERT E CAULFIELD.
- Who are the officers and directors of JEFFERSONS FERRY FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
- How much revenue does JEFFERSONS FERRY FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $793,412, expenses of $1,148,748 and total assets of $2,619,267 at year end.
Other nonprofits in SOUTH SETAUKET
- ACTIVE RETIREMENT COMMUNITY INC EIN 31-1631439 · last filed 990 for 2024
- SAILING NADA ADVENTURES INC EIN 47-1961149 · last filed 990-N for 2025
All nonprofits in SOUTH SETAUKET · New York · Housing and shelter