Nonprofit · EIN 91-2161987
ACTS LEGACY FOUNDATION INC
Tax-exempt · FT WASHINGTON, PA 19034
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,865,404 | $3,891,459 | $973,945 | $32,815,933 | $3,954,813 | $28,861,120 |
| December 31, 2023 | 990 | $5,178,233 | $8,518,125 | -$3,339,892 | $27,503,590 | $3,591,394 | $23,912,196 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $4,025,390
- Program service revenue
- $277,128
- Investment income
- $595,749
- Net income from fundraising events
- -$32,863
- Other revenue
- -$32,863
Expenses
- Grants and similar amounts paid
- $3,614,331
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $3,614,331
- Management and general (functional)
- $277,128
Balance sheet and other
- Total assets, start of year
- $27,503,590
- Total assets, end of year
- $32,815,933
- Total liabilities, end of year
- $3,954,813
- Net assets, end of year
- $28,861,120
- Publicly traded securities
- $32,718,381
- Net assets with donor restrictions
- $28,861,120
- Gross receipts
- $4,984,276
- Employees
- 0
- Volunteers
- 9
- Year formed
- 2000
- State of legal domicile
- DE
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 |
|---|---|---|---|---|---|
| GERALD T GRANT | CEO & DIRECTOR Trustee or director, Officer | 1.5 | $0 | $873,088 | $922,751 |
| GLENN D FOX | ASSISTANT SECRETARY Officer | 1 | $0 | $499,910 | $493,396 |
| KAREN I CHRISTIANSEN | PRESIDENT & DIRECTOR Trustee or director, Officer | 1.5 | $0 | $637,993 | $276,649 |
| SUSAN AHERN | TREASURER Officer | 1 | $0 | $367,783 | $33,889 |
| PEGGY C VALDIVIA | ASSISTANT TREASURER Officer | 0.5 | $0 | $253,989 | $22,383 |
| RAYMOND J BOYLE | MANAGING DIR. & ASST SEC'Y Officer | 41 | $0 | $205,675 | $23,000 |
| MARVIN MASHNER | DIRECTOR & CHAIRMAN Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| ELRIC C GERNER | DIRECTOR & SECRETARY Trustee or director, Officer | 0.4 | $0 | $0 | $0 |
| BAYARD ALLMOND | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| H BRUCE DETWEILER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| ROBERT B EVANS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DEIRDRE O'SHEA MCCARTNEY | DIRECTOR Trustee or director | 0.4 | $0 | $0 | $0 |
| JANE YOUNG | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JOHN E LAMMERS MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN BATE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GERALD T GRANT | CEO & Director Trustee or director, Officer | 1.5 | $0 | $801,980 | $886,658 |
| GLENN D FOX | ASSISTANT SECRETARY Officer | 1 | $0 | $480,703 | $514,121 |
| KAREN I CHRISTIANSEN | PRESIDENT & DIRECTOR Trustee or director, Officer | 1.5 | $0 | $589,794 | $251,459 |
| SUSAN AHERN | TREASURER Officer | 1 | $0 | $330,159 | $31,720 |
| PEGGY C VALDIVIA | ASSISTANT TREASURER Officer | 1 | $0 | $235,074 | $20,738 |
| RAYMOND J BOYLE | MANAGING DIRECTOR & ASST SEC'Y Officer | 41 | $0 | $195,569 | $19,041 |
| ELRIC C GERNER | DIRECTOR & SECRETARY Trustee or director, Officer | 0.4 | $0 | $0 | $0 |
| MARVIN MASHNER | DIRECTOR & CHAIRMAN Trustee or director, Officer | 1.5 | $0 | $0 | $0 |
| BAYARD ALLMOND | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| DEIRDRE O'SHEA MCCARTNEY | DIRECTOR Trustee or director | 0.4 | $0 | $0 | $0 |
| H BRUCE DETWEILER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JANE E HUKILL | DIRECTOR (until June 2023) Trustee or director | 1 | $0 | $0 | $0 |
| JANE YOUNG | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JOHN E LAMMERS MD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT B EVANS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 420 DELAWARE DR, FT WASHINGTON, PA 19034-2711
- Principal officer (990 for 2024)
- GERALD T GRANT, 420 DELAWARE DRIVE, FORT WASHINGTON, PA 190342711
- Signed the 990
- SUSAN AHERN, TREASURER
- Phone
- (215) 661-8330
- Website
- WWW.ACTSRETIREMENT.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
ACTS LEGACY FOUNDATION, INC. ("ALF") WAS ESTABLISHED TO MANAGE, ENCOURAGE AND INCREASE THE PHILANTHROPIC EFFORTS OF ACTS RETIREMENT-LIFE COMMUNITIES, INC. ("ACTS") AND ITS AFFILIATES. ALF WILL HELP TO IDENTIFY, INITIATE, EXPAND AND FORMALIZE THE CHARITABLE PROGRAMS AND FUNDS OF ACTS. MANAGEMENT AND THE BOARD OF DIRECTORS OF ALF OVERSEE STEWARDSHIP OF DONATED FUNDS AND DISBURSE THEM IN ACCORDANCE WITH DONOR WISHES.
Program accomplishments
- ACTS LEGACY FOUNDATION, INC. SUSTAINED THE SAMARITAN FUNDS OF ACTS AND ACTS AFFILIATES WHICH ARE PART OF THE FAMILY OF CHARITABLE FUNDS. THESE FUNDS ASSURE FINANCIAL SECURITY FOR LIFECARE RESIDENTS. ACTS LEGACY FOUNDATION, INC. APPROVED AND ADMINISTERED FINANCIAL SUPPORT OF $1,853,727 FOR ASSISTANCE TOWARDS MONTHLY MAINTENANCE FEES FOR 89 RESIDENTS. DONATIONS FOR THIS PURPOSE WERE $771,920 AND PROCEEDS FROM BENEFITS AND EVENTS WERE $468,814.Expenses $1,853,727 · grants $1,853,727 · revenue $140,706
- SUPPORTING THE OPERATIONAL NEEDS OF THE ACTS COMMUNITIES THROUGH CHARITABLE GIVING PROVIDES DONORS WITH AN OPPORTUNITY TO SUPPORT THE PLANNED PROJECTS AND PROGRAMS THAT HELP TO MEET THE RESIDENTS' SOCIAL, PERSONAL, HEALTH AND SPIRITUAL NEEDS IN A CULTURE OF LOVING-KINDNESS. CHARITABLE GIVING ALSO ENRICHES THE WORK ENVIRONMENT, GIVING EMPLOYEES ADDITIONAL PROFESSIONAL DEVELOPMENT AND TRAINING OPPORTUNITIES. CHARITABLE DONATIONS IN THE AMOUNT OF $1,146,407 WERE RELEASED FOR PROGRAM SUPPORT AND FACILITY ENHANCEMENTS, POSITIVELY IMPACTING THE LIVES OF OVER 11,000 RESIDENTS. CHARITABLE DONATIONS FOR THESE PURPOSES WERE $1,272,034.Expenses $1,146,407 · grants $1,146,407 · revenue $62,484
- THE FAMILY OF CHARITABLE FUNDS SUPPORT PROGRAMS THAT BENEFIT THE RESIDENTS AND EMPLOYEES OF THE ACTS COMMUNITIES. THESE INCLUDE THE MEMORY SERVICES SUPPORT PROGRAM, WHICH ENRICHES THE LIVES OF RESIDENTS LIVING WITH DEMENTIA RELATED ILLNESSES, THE REV. GEORGE R. GUNN, JR. DISCIPLE PROGRAM, WHICH PROVIDES FINANCIAL SECURITY FOR LIFECARE RESIDENTS WHO ARE RETIRED CLERGY OF ALL FAITHS, THE HOSPICE PROGRAM, WHICH SUPPORTS RESIDENTS AND FAMILIES WITH END-OF-LIFE CARE, AND PROGRAMS WHICH PROVIDE EMPLOYEES WITH EDUCATIONAL OPPORTUNITIES AND FINANCIAL SUPPORT FOR CATASTROPHIC LIFE EVENTS. ACTS LEGACY FOUNDATION, INC. APPROVED AND ADMINISTERED THE RELEASE OF $362,967 IN RESTRICTED USE DONOR FUNDS TO SUPPORT THESE PROGRAMS. CHARITABLE DONATIONS FOR THESE PURPOSES WERE $352,494.Expenses $362,967 · grants $362,967 · revenue $17,575
- MISSION DEVELOPMENT SUPPORTS PHYSICAL EXPANSIONS AND IMPROVEMENTS TO THE ACTS COMMUNITIES WHICH DIRECTLY BENEFIT THE LIVES OF ACTS RESIDENTS. CHARITABLE DONATIONS IN THE AMOUNT OF $251,230 WERE RELEASED FOR MISSION DEVELOPMENT PROJECTS. CHARITABLE DONATIONS FOR THESE PURPOSES WERE $1,029,532.UNRESTRICTED GIFTS SUPPORT THE ACTS COMMUNITIES IN MANY WAYS INCLUDING CAPITAL PROJECTS, CAPITAL EQUIPMENT AND OPERATIONS. UNRESTRICTED CHARITABLE DONATIONS WERE $97,733.Expenses $251,230 · grants $251,230 · revenue $56,363
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
- 91-2161987
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $32,815,933
- Income (IRS master file)
- $4,984,276
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,865,404 | $3,891,459 | $32,815,933 | XML |
| 990 | December 2023 | $5,178,233 | $8,518,125 | $27,503,590 | XML |
| 990 | December 2022 | $4,010,794 | $4,203,074 | $36,736,207 | 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 91-2161987).
Questions about ACTS LEGACY FOUNDATION INC
- What is the EIN of ACTS LEGACY FOUNDATION INC?
- The employer identification number (EIN) of ACTS LEGACY FOUNDATION INC is 91-2161987.
- Is ACTS LEGACY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to ACTS LEGACY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ACTS LEGACY FOUNDATION INC 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 ACTS LEGACY FOUNDATION INC 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 ACTS LEGACY FOUNDATION INC 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 ACTS LEGACY FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names GERALD T GRANT.
- Who are the officers and directors of ACTS LEGACY FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 15 people; 0 received compensation from the organization.
- How much revenue does ACTS LEGACY FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,865,404, expenses of $3,891,459 and total assets of $32,815,933 at year end.
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