2025-10-22T15:36:12-05:00 2024-12-31 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 9TH FLOOR NEW YORK NY 100172013 990 2024-01-01 131635251 THE ACTORS' FUND OF AMERICA ACTO 2122217300 729 SEVENTH AVENUE 10TH FLOOR NEW YORK NY 10019 CONNIE YOO CFO 2122217300 2025-10-22 1 1 SCOTT THOMPSETT P00741490 2125990100 2024 2025-03-06 01:10:19Z ENTERTAINMENT COMMUNITY FUND JOSEPH BENINCASA 729 SEVENTH AVENUE 10TH FLOOR NEW YORK NY 10019 94931053 0 X WWW.ENTERTAINMENTCOMMUNITY.ORG X 1882 NY WE OFFER A SAFETY NET FOR PERFORMING ARTS & ENTERTAINMENT PROFESSIONALS. 42 42 415 231 0 0 72919137 33735732 25231982 26043139 2546833 6911056 -1290871 -544164 99407081 66145763 34809830 9378048 0 0 31715125 34668645 646531 694756 6511187 18738039 19461103 85909525 64202552 13497556 1943211 179768789 181863883 61588136 62912809 118180653 118951074 X THE ENTERTAINMENT COMMUNITY FUND IS A NATIONAL HUMAN SERVICES ORGANIZATION THAT FOSTERS STABILITY AND RESILIENCY AND PROVIDES A SAFETY NET FOR PERFORMING ARTS AND ENTERTAINMENT PROFESSIONALS OVER THEIR LIFESPAN. (CONTINUED IN SCHEDULE O). 0 0 25989933 0 20435498 THE ACTORS FUND HOME IS A 169-BED HEALTH CARE FACILITY PROVIDING SKILLED NURSING, SHORT-STAY REHABILITATION, ASSISTED LIVING AND DEMENTIA CARE IN ENGLEWOOD, NEW JERSEY, FOR MEMBERS OF THE PERFORMING ARTS AND ENTERTAINMENT COMMUNITY. THE HOME IS A GOLD STANDARD FOR SENIOR CARE AND A RECIPIENT OF THE HIGHEST RATING OF 5 STARS FROM THE CENTERS FOR MEDICARE AND MEDICAID SERVICES, AS WELL AS A PERFECT SURVEY FROM THE NEW JERSEY STATE DEPARTMENT OF HEALTH. (SEE SCHEDULE O).PROGRAM ACCOMPLISHMENT 1: THE ACTORS FUND HOMETHE ACTORS FUND HOME PROVIDES RESIDENTIAL HEALTH CARE AT A 169-BED HEALTH CARE FACILITY IN ENGLEWOOD, NEW JERSEY. SKILLED NURSING, SHORT-STAY REHABILITATION, ASSISTED LIVING AND DEMENTIA CARE IS PROVIDED THERE FOR MEMBERS OF THE PERFORMING ARTS AND ENTERTAINMENT COMMUNITY. 25972091 8430702 5146997 HUMAN SERVICES (SOCIAL SERVICES, EMPLOYMENT & TRAINING, HEALTH SERVICES AND SENIOR RESIDENTIAL CARE.) THE FUND HELPED APPROXIMATELY 26,000 PEOPLE THROUGH ITS PROGRAMS AND SERVICES. THESE COMPREHENSIVE PROGRAMS ARE DESIGNED TO MEET THE CRITICAL NEEDS OF PERFORMING ARTS AND ENTERTAINMENT PROFESSIONALS. (SEE SCHEDULE O).PROGRAM ACCOMPLISHMENT 2: HUMAN SERVICES (SOCIAL SERVICES, EMPLOYMENT & TRAINING, HEALTH SERVICES AND SENIOR RESIDENTIAL CARE.)THE FUND'S HUMAN SERVICES OFFER COMPREHENSIVE PROGRAMS DESIGNED TO MEET THE CRITICAL NEEDS OF ENTERTAINMENT AND PERFORMING ARTS PROFESSIONALS. IN 2024, THE FUND HELPED MORE THAN 25,981 PEOPLE THROUGH ITS PROGRAMS AND SERVICES.SOCIAL SERVICESTHE FUND OFFERS FREE AND CONFIDENTIAL SOCIAL SERVICE PROGRAMS DESIGNED TO ADDRESS A WIDE ARRAY OF CHALLENGES FACED BY PEOPLE IN PERFORMING ARTS AND ENTERTAINMENT. IN 2024, WE HELPED 11,274 PEOPLE THROUGH OUR FREE AND CONFIDENTIAL SOCIAL SERVICE PROGRAMS. THE FUND PROVIDED $7.6M IN EMERGENCY FINANCIAL ASSISTANCE TO 5,489 INDIVIDUALS.YOUTH SERVICESLOOKING AHEAD SUPPORTS YOUNG PERFORMERS IN DEVELOPING THE VALUES, SKILLS AND CONFIDENCE THEY NEED TO SUCCESSFULLY TRANSITION TO FULFILLING ADULT LIVES. IT SERVES YOUNG PEOPLE, THEIR PARENTS AND ALUMNI, THROUGH INDIVIDUAL AND FAMILY COUNSELING, EDUCATIONAL ASSISTANCE, LEADERSHIP DEVELOPMENT, COMMUNITY SERVICE AND SOCIAL EVENTS. AS OF 2024, 1,102 YOUNG PERFORMERS ARE ENROLLED IN THE PROGRAM.THE CAREER CENTEROUR CAREER COUNSELING, EDUCATION AND TRAINING, JOB DEVELOPMENT AND ENTREPRENEURSHIP SERVICES HELP PEOPLE FIND WORK THAT CAN BE DONE WHILE CONTINUING IN THE INDUSTRY OR WHILE DEVELOPING A NEW PROFESSIONAL DIRECTION. OFFERING CLASSES, SEMINARS, GROUPS, TUITION ASSISTANCE AND COUNSELING, THE CAREER CENTER EMPOWERS PEOPLE IN OUR COMMUNITY TO FIND FULFILLING WORK THAT COMPLEMENTS THEIR INTERESTS AND SKILLS. IN 2024, THE PROGRAM SERVED 3,299 PERFORMING ARTS AND ENTERTAINMENT PROFESSIONALS. CAREER TRANSITION FOR DANCERS AND THE DANCERS' RESOURCE THE FUND HAS LONG SUPPORTED THE DANCE COMMUNITY IN MANAGING THE DEMANDS OF A LIFE IN DANCE. TO ASSIST DANCERS DURING AND POST-CAREER, OUR CAREER TRANSITION FOR DANCERS AND DANCERS' RESOURCE PROGRAMS HELP OUR COMMUNITY AROUND CAREER PLANNING AND TRANSITION, HEALTH, WELLNESS AND SUPPORT FOR INJURED DANCERS, EMERGENCY FINANCIAL ASSISTANCE AND EDUCATIONAL SCHOLARSHIPS. IN 2024, 763 DANCERS AND CHOREGRAPHERS RECEIVED SERVICES AND CAREER TRANSITION FOR DANCERS PROGRAM PROVIDED $132,250 IN EDUCATIONAL SCHOLARSHIPS TO 53 DANCERS.HEALTH SERVICESOUR ARTISTS HEALTH INSURANCE RESOURCE CENTER PROVIDES WORKSHOPS AND SEMINARS WITH COMPREHENSIVE INFORMATION ON THE LATEST INSURANCE OPTIONS, AND HELPS INDIVIDUALS IDENTIFY AND ENROLL IN HEALTH INSURANCE COVERAGE. IN 2024, 4,030 PARTICIPATED IN THE PROGRAM, WITH 2,415 COMPLETING ENROLLMENT IN HEALTH INSURANCE COVERAGE. IN PARTNERSHIP WITH THE MOUNT SINAI HEALTH SYSTEM, THE FRIEDMAN HEALTH CENTER FOR THE PERFORMING ARTS IN TIMES SQUARE, NEW YORK CITY, IS THE ONLY HEALTH CENTER IN NYC SOLELY FOCUSED ON THE PARTICULAR HEALTH CARE NEEDS OF THOSE WHO WORK IN PERFORMING ARTS AND ENTERTAINMENT. IT OFFERS PRIMARY AND SPECIALTY CARE AND ACCEPTS MOST INSURANCES PLANS, INCLUDING COMMERCIAL INSURANCES, SEVERAL MARKETPLACE/EXCHANGE PLANS, MEDICARE AND WORKERS' COMPENSATION. IN 2024, 10,762 PATIENTS WERE SERVED. 3717881 947346 460644 AFFORDABLE AND SUPPORTIVE HOUSING IS A CRITICAL CONCERN FOR MANY IN THE PERFORMING ARTS AND ENTERTAINMENT INDUSTRY. WITH EDUCATION PROGRAMS AND THROUGH MARKETING OUTREACH, THE FUND HELPS PERFORMING ARTS AND ENTERTAINMENT PROFESSIONALS SECURE HOUSING; IT ALSO DEVELOPS AND OPERATES AFFORDABLE, SUPPORTIVE AND SPECIAL NEEDS HOUSING THROUGH ITS SUBSIDIARY, THE ACTORS FUND HOUSING DEVELOPMENT CORPORATION. (SEE SCHEDULE O).PROGRAM ACCOMPLISHMENT 3: HOUSINGHOUSING IS A CRITICAL CONCERN FOR PEOPLE WHO WORK IN PERFORMING ARTS AND ENTERTAINMENT. THE FUND WORKS TO INCREASE ACCESS TO AFFORDABLE HOUSING FOR OUR COMMUNITY. THE DOROTHY ROSS FRIEDMAN RESIDENCE, A 178-UNIT AFFORDABLE, AND SUPPORTIVE HOUSING RESIDENCE ON WEST 57TH STREET IN MANHATTAN, NYC, PROVIDES HOUSING TO SPECIAL LOW-INCOME ENTERTAINMENT PROFESSIONALS, INCLUDING SENIORS, WORKING PROFESSIONALS, AND PERSONS LIVING WITH HIV/AIDS. SOCIAL SERVICES AND A VIBRANT ACTIVITIES PROGRAM HELPED RESIDENTS BUILD COMMUNITY, FOCUS ON HEALTH AND WELLNESS AND STAY ENGAGED, CREATIVE AND ACTIVE.THE PALM VIEW IS A 40 UNIT AFFORDABLE HOUSING FACILITY IN WEST HOLLYWOOD, CALIFORNIA, THAT IS AVAILABLE TO LOW-INCOME PEOPLE LIVING WITH HIV/AIDS AND SENIORS WITH DISABILITIES. THE SCHERMERHORN RESIDENCE IN DOWNTOWN BROOKLYN PROVIDES 217 UNITS OF AFFORDABLE, SUPPORTIVE HOUSING FOR LOW-INCOME PROFESSIONALS IN ENTERTAINMENT AND PERFORMING ARTS AND COMMUNITY RESIDENTS, AS WELL AS FORMERLY HOMELESS INDIVIDUALS LIVING WITH HIV/AIDS OR CHRONIC MENTAL ILLNESS. HOUSED IN THE BUILDING IS THE MARK O'DONNELL THEATER AT THE ACTORS FUND ARTS CENTER, A 2,000 SQ FT BLACK BOX THEATER THAT OFFERS LOW-COST REHEARSAL AND PERFORMANCE SPACE TO MORE THAN 60 SMALL ARTS GROUPS AND INDIVIDUAL ARTISTS EACH YEAR. IN ADDITION TO OUR THREE EXISTING AFFORDABLE HOUSING RESIDENCES, OUR HOUSING RESOURCE CENTER PROVIDES ONE-ON-ONE CONSULTATIONS, ONLINE INFORMATION VIA OUR HOUSING BULLETIN BOARD AND AFFORDABLE HOUSING SEMINARS IN NEW YORK AND LOS ANGELES. 55679905 1 1 0 1 0 0 0 0 1 1 1 0 1 1 1 1 0 1 0 0 1 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 136 0 1 415 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 42 42 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR CA CO DC FL GA HI IL KS KY LA MA MD ME MI MN MO MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN VA WA WI WV X X CONNIE YOO 2122217300 729 SEVENTH AVENUE 10TH FLOOR NEW YORK NY 10019 JOSEPH BENINCASA PRESIDENT & CEO (NON-VOTING) 40.00 11.00 X X 912091 0 91971 ANNETTE BENING CHAIRMAN OF THE BOARD 10.00 0.00 X X 0 0 0 PHILIP S BIRSH VICE CHAIR 5.00 0.00 X X 0 0 0 LEE H PERLMAN TREASURER 5.00 0.00 X X 0 0 0 ABBY SCHROEDER SECRETARY 5.00 0.00 X X 0 0 0 DEBBIE ALLEN TRUSTEE 1.00 0.00 X 0 0 0 GREG BERLANTI TRUSTEE 1.00 0.00 X 0 0 0 JEFFREY BOLTON TRUSTEE (THRU 06/2024) 1.00 0.00 X 0 0 0 CAROLYN CARTER TRUSTEE 1.00 0.00 X 0 0 0 DUNCAN CRABTREE-IRELAND TRUSTEE 1.00 0.00 X 0 0 0 NIKO ELMALEH TRUSTEE 1.00 0.00 X 0 0 0 ANDREW FLATT TRUSTEE 1.00 0.00 X 0 0 0 JANE FRIEDMAN TRUSTEE 1.00 0.00 X 0 0 0 HAL GOLDBERG TRUSTEE 1.00 0.00 X 0 0 0 ELLIOT GREENE TRUSTEE 1.00 0.00 X 0 0 0 HEATHER HITCHENS TRUSTEE 1.00 0.00 X 0 0 0 DAVID HENRY HWANG TRUSTEE (AS OF 06/2024) 1.00 0.00 X 0 0 0 SHARON KARMAZIN TRUSTEE 1.00 0.00 X 0 0 0 BROOKE KENNEDY TRUSTEE 1.00 0.00 X 0 0 0 CHRIS KEYSER TRUSTEE 1.00 0.00 X 0 0 0 JASON LAKS TRUSTEE (AS OF 06/2024) 1.00 0.00 X 0 0 0 ROCCO LANDESMAN TRUSTEE 1.00 1.00 X 0 0 0 STEWART LANE TRUSTEE 1.00 1.00 X 0 0 0 KENNY LEON TRUSTEE 1.00 0.00 X 0 0 0 PAUL LIBIN TRUSTEE (THRU 06/2024) 1.00 0.00 X 0 0 0 MATTHEW LOEB TRUSTEE 1.00 0.00 X 0 0 0 ROBERT MCDONOUGH TRUSTEE (AS OF 06/2024) 1.00 1.00 X 0 0 0 BRIAN STOKES MITCHELL TRUSTEE (THRU 06/2024) 1.00 0.00 X 0 0 0 JAMES L NEDERLANDER TRUSTEE 1.00 0.00 X 0 0 0 RUTH NERKEN TRUSTEE 1.00 0.00 X 0 0 0 FRANK P NOCCO ESQ TRUSTEE (AS OF 06/2024) 1.00 0.00 X 0 0 0 KATHERINE OLIVER TRUSTEE (AS OF 06/2024) 1.00 0.00 X 0 0 0 LAURA PENN TRUSTEE 1.00 0.00 X 0 0 0 TYLER PERRY TRUSTEE 1.00 0.00 X 0 0 0 BILLY PORTER TRUSTEE 1.00 0.00 X 0 0 0 DAVID RAMBO TRUSTEE 1.00 0.00 X 0 0 0 LAUREN REID TRUSTEE 1.00 0.00 X 0 0 0 CHARLOTTE ST MARTIN TRUSTEE (THRU 06/2024) 1.00 0.00 X 0 0 0 BROOKE SHIELDS TRUSTEE (AS OF 11/2024) 1.00 0.00 X 0 0 0 KATE SHINDLE TRUSTEE (THRU 06/2024) 1.00 0.00 X 0 0 0 JACK TANTLEFF TRUSTEE 1.00 0.00 X 0 0 0 HENRY TISCH TRUSTEE 1.00 0.00 X 0 0 0 ALVIN VINCENT JR TRUSTEE 1.00 0.00 X 0 0 0 TOM VIOLA TRUSTEE (THRU 11/2024) 1.00 0.00 X 0 0 0 ROBERT WANKEL TRUSTEE 1.00 1.00 X 0 0 0 JOSEPH H WENDER TRUSTEE (THRU 06/2024) 1.00 1.00 X 0 0 0 DANNY WHITMAN TRUSTEE (AS OF 11/2024) 1.00 0.00 X 0 0 0 ELIZABETH REIKO KUBOTA WHITNEY TRUSTEE 1.00 0.00 X 0 0 0 CHANDRA WILSON TRUSTEE 1.00 0.00 X 0 0 0 ALLISON WRIGHT TRUSTEE 1.00 0.00 X 0 0 0 BARBARA DAVIS COO & ASSISTANT SECRETARY 40.00 11.00 X 510351 0 112457 CONNIE YOO CHIEF FINANCIAL OFFICER 40.00 1.00 X 346022 0 100418 THOMAS EXTON CHIEF ADVANCEMENT OFFICER 40.00 0.00 X 300392 0 87123 JORDAN STROHL EXECUTIVE DIR., ACTORS FUND HOME 40.00 1.00 X 299743 0 102048 KEITH MCNUTT EXECUTIVE DIRECTOR, WESTERN REGION 40.00 10.00 X 253713 0 78448 THOMAS BORCHARD MANAGING DIR. OF HR AND ADMIN. 35.00 0.00 X 185259 0 50051 TAMAR SHAPIRO MANAGING DIR. OF SOCIAL SERVICES 35.00 0.00 X 195457 0 85928 MARIA BOX DIRECTOR OF NURSING 40.00 0.00 X 171228 0 60128 JOHN TORRES MANAGING DIRECTOR OF IT 35.00 0.00 X 170174 0 59411 DANIEL ARNOW EXECUTIVE DIRECTOR, AFHDC 35.00 10.00 X 173442 0 16075 3517872 0 844058 47 0 1 0 FUNCTIONAL PATHWAYS 10133 SHERILL BLVD KNOXVILLE TN 37932 THERAPY 1100672 TWOMAGNETS INC 340 S LEMON AVENUE WALNUT CA 91789 TEMP AGENCY 444945 CREATIVE FUNDRAISING ADVISORS 1041 GRANT AVENUE SAINT PAUL MN 55105 FUNDRAISING 366285 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE NEW YORK NY 10017 ACCOUNTING 261819 LAUTMAN MASKA NEILL & CO 1730 RHODE ISLAND AVE NW 301 WASHINGTON DC 20036 FUNDRAISING 174000 14 1638287 1784399 30313046 2300324 33735732 NET PATIENT AND RESIDENT SERVICES 900099 20435498 20435498 CONTRACT SERVICES 900099 5607641 5607641 26043139 1698139 1698139 33256013 28043096 5212917 5212917 5212917 198030 1638287 742194 -544164 -544164 66145763 26043139 0 6366892 947346 947346 8430702 8430702 3194777 2025589 497578 671610 23574992 21472684 382179 1720129 1192309 1051068 42456 98785 4661876 4256797 101030 304049 2044691 1813078 63730 167883 97027 46772 6931 43324 264530 110273 129057 25200 694756 694756 173077 173077 3648482 2617062 16270 1015150 856055 510201 345854 828245 390311 48302 389632 1450115 1067094 113597 269424 3645019 2864106 278398 502515 230034 156277 32919 40838 409276 396950 7367 4959 846177 844451 822 904 2699187 2478784 104765 115638 703516 654745 12982 35789 THE HOME EXPENSES 2058158 2058158 BAD DEBT 825324 825324 HEALTH CENTER SUBSIDY 662133 662133 FUNDRAISING 64748 64748 64202552 55679905 2011460 6511187 15300613 12270790 22676678 14276557 8682752 5686340 2888038 3001815 16921750 28113436 1972772 1336558 68308639 32643349 38457766 35665290 29524741 31483541 5756162 6978336 22282817 22375571 15304700 20675649 179768789 181863883 5877226 4727062 1218372 329253 21220762 20185881 4819596 4967161 9068665 9143296 19383515 23560156 61588136 62912809 X 74715565 85874956 43465088 33076118 118180653 118951074 179768789 181863883 X 1943211 -3025753 1852963 X 0 1 X 1 1 1 X 68491946 40896495 35627615 72919137 33735732 251670925 68491946 40896495 35627615 72919137 33735732 251670925 16331644 235339281 681165 801635 1554262 1785503 1698139 6520704 17750 587510 136025 273505 198030 1212820 259404449 108822561 0.90720 0.92190 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS SPECIAL EVENTS INCOME - 2020 AMOUNT: $ 17,750. 2021 AMOUNT: $ 587,510. 2022 AMOUNT: $ 136,025. 2023 AMOUNT: $ 273,505. 2024 AMOUNT: $ 198,030. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 64202552 64202552 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 250000 250000 250000 250000 1000000 1500000 PART II-A: THE FUND DID NOT ENGAGE IN ANY LOBBYING ACTIVITIES IN CALENDAR YEAR 2024. THE ORGANIZATION IS SOLELY FILING A SCHEDULE C BECAUSE IT PREVIOUSLY MADE THE 501(H) LOBBYING ELECTION AND IS REQUIRED TO FILE THE SCHEDULE C ACCORDINGLY. 0 1 X 18068284 1528545 175607 19421222 16346993 1896898 175607 18068284 19914815 -2062279 1505543 16346993 17822653 7500 2084662 19914815 17738882 10000 824159 750388 17822653 0.22460 0.77540 0.00000 0 0 100000 100000 55055671 23713814 31341857 4274501 2813081 1461420 3036132 1491624 1544508 5842335 4624830 1217505 35665290 FRIEDMAN RESIDENCE 17673447 F PALM VIEW HOUSING 4702124 F 22375571 RIGHT OF USE ASSETS - OPERATING 17509465 INTERCOMPANY RECEIVABLES 1156026 457 PLAN ASSET 2010158 20675649 OPERATING LEASE LIABILITIES 19855977 POST RETIREMENT BENEFITS OBLIGATION 1193162 OTHER LONG TERM LIABILITIES 1137978 ANNUITY PAYMENT LIABILITY 1373039 23560156 X PART IV, LINE 2B: THE FUND ADMINISTERS THE "UNCLAIMED COOGAN TRUST", FUNDS ENTRUSTED TO THE FUND COLLECTED FROM THE ENTERTAINMENT EMPLOYERS FOR UN-EMANCIPATED MINORS RENDERING ARTISTIC OR CREATIVE SERVICES PURSUANT TO CALIFORNIA STATE LAW. THE FUND HAS BEEN DESIGNATED AS THE TRUSTEE OF THE UNCLAIMED FUNDS COLLECTED AND PAYS THE FUNDS TO THE STIPULATED BENEFICIARIES OR THE ESTATE OF THE RESPECTIVE BENEFICIARIES OR TRANSFERS THE FUNDS TO THEIR COOGAN CASH ACCOUNT BEFORE THE RESPECTIVE MINOR REACHES THE AGE OF MATURITY OR BECOMES EMANCIPATED. PART V, LINE 4: THE FUND MAINTAINS AN ENDOWMENT FUND TO SUPPORT ITS PROGRAMS. THE ENDOWMENT IS MANAGED SO THAT ITS PRINCIPAL MUST BE INVESTED AND KEPT INTACT IN PERPETUITY. PART X, LINE 2: THE FUND FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, INCLUDING ISSUES RELATING TO FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT. THIS GUIDANCE PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN ONLY BE RECOGNIZED IN THE FINANCIAL STATEMENTS IF THE POSITION IS" MORE-LIKELY-THAN-NOT" TO BE SUSTAINED IF THE POSITION WERE TO BE CHALLENGED BY A TAXING AUTHORITY. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. THE FUND IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE CODE SECTION 501(C)(3), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE FUND HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS, TO IDENTIFY AND REPORT UNRELATED INCOME, TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS, AND TO IDENTITY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE FUND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN ITS FINANCIAL STATEMENTS. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 674466 0 0 0 0 0 0 674466 0 674466 1 0 1 0 0 0 PART IV: THE FUND INVESTS DIRECTLY IN A VARIETY OF ALTERNATIVE INVESTMENTS THAT ARE STRUCTURED AS FOREIGN CORPORATIONS. THE ALTERNATIVE INVESTMENTS MAY, IN TURN, OWN AN INTEREST IN A FOREIGN CORPORATION. TO THE EXTENT THAT THE FUND IS REQUIRED TO COMPLETE A FORM 926 OR 5471 BECAUSE ITS INVESTMENT EXCEEDS THE FILING THRESHOLD, THOSE FORMS HAVE BEEN ATTACHED TO THE FUND'S FORM 990-T FILING. X X X X X 1 CREATIVE FUNDRAISING ADVISORS 90 DALE STREET SOUTH ST PAUL MN 55102 CONSULTANT 0 3586373 366285 3220088 LAUTMAN MASKA NEILL & COMPANY 1730 RHODE ISLAND AVENUE NW SUITE WASHINGTON DC 20036 CONSULTANT 0 2053937 174000 1879937 RESOURCE & EVENT MANAGEMENT LIMITED 232 MADISON AVENUE SUITE 1107 NEW YORK NY 10016 CONSULTANT 1 1176336 150000 1026336 CHARITY BUZZ 437 FIFTH AVENUE 11TH FLOOR NEW YORK NY 10016 AUCTION 1 16312 4471 11841 6832958 694756 6138202 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN TX UT VA WA WV WI ANNUAL GALA 1176336 1000236 176100 153842 160848 76126 42677 GOLF & TENNIS OUTING 76201 54271 21930 22753 14040 10517 6270 25 583780 583780 21953 12965 73803 146400 1836317 1638287 198030 198548 187853 160446 195347 742194 -544164 1 ACTORS FUND HOUSING DEVELOPMENT CORP C/O THE ACTORS FUND 729 SEVENTH AVENUE NEW YORK NY 10019 800522071 501(C)(3) 947346 0 HOUSING SUBSIDY 1 0 FINANCIAL ASSISTANCE 5630 8430702 PART I, LINE 2: THE FUND HAS IMPLEMENTED SEVERAL PROTOCOLS IN PLACE TO ENSURE THAT ALL GRANT RECIPIENTS USE THE FUNDS IN THE MANNER INTENDED: 1. CLIENTS MUST COMPLETE AN APPLICATION IN CLIENT PORTAL AND SUBMIT THE REQUIRED DOCUMENTATIONS, EARNINGS HISTORY, BANK STATEMENTS, EXPENSE RECEIPTS/BILLS SUPPORTING FINANCIAL ASSISTANCE NEED, AND IF APPLICABLE, UNION MEMBERSHIP. EACH APPLICATION IS REVIEWED BY A SOCIAL WORKER AND APPROVED BY A SOCIAL WORKER SUPERVISOR. 2. ACCOUNTING RECONCILES GRANT DISTRIBUTIONS WITH BANK PAYMENTS AND PROVIDES SOCIAL SERVICES TEAM LIST OF UNCASHED CHECKS AND EXPIRED ELECTRONIC PAYMENTS. SOCIAL SERVICES TEAM DETERMINES IF PAYMENT WILL BE REISSUED. THE LONE GRANT THAT THE FUND MADE TO A DOMESTIC SECTION 501(C)(3) CHARITY IS TO ITS RELATED ORGANIZATION, THE ACTORS FUND HOUSING DEVELOPMENT CORPORATION FOR THE EXPRESS PURPOSE OF SUPPORTING THAT ORGANIZATION'S HOUSING INITIATIVES. NO FURTHER DUE DILIGENCE OR MONITORING OF THE GRANT IS REQUIRED AS THE GRANTEE IS A CONTROLLED ENTITY OF THE FUND AND BOTH ORGANIZATIONS SHARE AN ALIGNED CHARITABLE MISSION. X 0 1 X X X X 0 1 0 0 0 0 0 1 0 JOSEPH BENINCASA PRESIDENT & CEO (NON-VOTING) 493098 0 0 0 418993 0 49486 0 42485 0 1004062 0 276375 0 BARBARA DAVIS COO & ASSISTANT SECRETARY 392635 0 8150 0 109566 0 69525 0 42932 0 622808 0 69761 0 CONNIE YOO CHIEF FINANCIAL OFFICER 326960 0 5250 0 13812 0 56902 0 43516 0 446440 0 0 0 JORDAN STROHL EXECUTIVE DIR., ACTORS FUND HOME 257448 0 20577 0 21718 0 60538 0 41510 0 401791 0 0 0 THOMAS EXTON CHIEF ADVANCEMENT OFFICER 285643 0 4500 0 10249 0 46275 0 40848 0 387515 0 0 0 KEITH MCNUTT EXECUTIVE DIRECTOR, WESTERN REGION 233607 0 3750 0 16356 0 36763 0 41685 0 332161 0 0 0 TAMAR SHAPIRO MANAGING DIR. OF SOCIAL SERVICES 190392 0 3150 0 1915 0 29261 0 56667 0 281385 0 0 0 THOMAS BORCHARD MANAGING DIR. OF HR AND ADMIN. 182049 0 2850 0 360 0 14984 0 35067 0 235310 0 0 0 MARIA BOX DIRECTOR OF NURSING 155805 0 8962 0 6461 0 9545 0 50583 0 231356 0 0 0 JOHN TORRES MANAGING DIRECTOR OF IT 166472 0 2670 0 1032 0 11466 0 47945 0 229585 0 0 0 DANIEL ARNOW EXECUTIVE DIRECTOR, AFHDC 170577 0 2625 0 240 0 12867 0 3208 0 189517 0 0 0 PART I, LINE 1A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE FOR THE YEAR ENDING DECEMBER 31, 2024, THE PRESIDENT & CEO RECEIVED A HOUSING ALLOWANCE THAT WAS INCLUDED IN HIS W-2 AND REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III). PART I, LINE 4B FOR THE YEAR ENDING DECEMBER 31, 2024, BARBARA DAVIS - CHIEF OPERATING OFFICER, CONNIE YOO - CHIEF FINANCIAL OFFICER, THOMAS EXTON - CHIEF ADVANCEMENT OFFICER, AND JORDAN STROHL - EXECUTIVE DIR., ACTORS FUND HOME, PARTICIPATED IN THE ORGANIZATION'S SUPPLEMENTAL 457(F) NONQUALIFIED RETIREMENT PLAN. THE AMOUNTS INCLUDED FOR 2024 WERE $20,053, $7,633, $712, AND $20,000, RESPECTIVELY. SECTION 457(F) DEFERRALS FOR THESE INDIVIDUALS ARE REPORTED IN SCHEDULE J, PART II, COLUMN (C). IN CALENDAR YEAR 2024, PRESIDENT, JOSEPH BENINCASA, AND CHIEF OPERATING OFFICER, BARBARA DAVIS, RECEIVED A DISTRIBUTION FROM THE ORGANIZATION'S SECTION 457(F) DEFERRED COMPENSATION PLAN. THESE AMOUNTS WERE REPORTED IN PREVIOUS FORMS 990 IN SCHEDULE J, PART II, COLUMN (C) AS DEFERRED COMPENSATION; SINCE THE AMOUNTS WERE ACTUALLY DISTRIBUTED IN 2024 AND HIT THEIR RESPECTIVE W-2S, THESE AMOUNTS ARE REPORTED A SECOND TIME IN SCHEDULE J, PART II, COLUMN (B)(III). IN ADDITION, THIS PREVIOUSLY DEFERRED 457(F) PAYOUT IS DISCLOSED IN SCHEDULE J, PART II, COLUMN (F) TO REFLECT THAT IT HAS ALREADY BEEN DISCLOSED ON A PREVIOUS FORM 990. PART I, LINE 7 THE FUND AWARDED BONUSES TO SELECTIVE STAFF REPORTED ON THE FORM 990, SCHEDULE J, PART II. ALL BONUSES WERE BASED ON MEETING OR EXCEEDING CERTAIN OBJECTIVE PERFORMANCE METRICS. ALL BONUSES WERE AUTHORIZED BY THE PRESIDENT & CEO WITHOUT INPUT BY THE INDIVIDUAL RECEIVING THE BONUS. A NEW JERSEY ECONOMIC DEVELOPMENT AUTHORITY 222045817 2016-08-04 25000000 SEE PART VI 0 0 0 A 4615019 25000000 920150 400000 18851042 4828808 2018 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 A 1 SCHEDULE K, PART I, COLUMN (F) - DESCRIPTION OF PURPOSE: THE 2016 BOND WAS ISSUED TO PROVIDE FUNDING FOR THE RECONSTRUCTION AND EXPANSION OF THE FUND HOME AS WELL AS THE REFUNDING OF PREVIOUS BOND ISSUES. SCHEDULE K, PART IV: THE FUND COMMISSIONED AN ARBITRAGE REBATE CALCULATION FROM AN INDEPENDENT THIRD PARTY ON SEPTEMBER 21, 2022. THE REBATE ANALYSIS/REPORT CONFIRMED THAT THERE IS NO REBATE OR YIELD RESTRICTION LIABILITIES FOR THE COMPUTATION PERIOD ENDING AUGUST 4, 2021 ON ITS EXISTING 2016 BOND. X 25 2300324 FMV 0 1 1 PART I, LINE 32B: TO THE EXTENT THAT THE ORGANIZATION RECEIVES NON-CASH CONTRIBUTIONS (I.E. SECURITIES), THE FUND WILL UTILIZE A THIRD PARTY BROKER TO DISPOSE OF THE SECURITIES. FORM 990, PART III, LINE 1 WE COLLABORATE AND SHARE INFORMATION, SKILLS AND KNOWLEDGE WITH EACH OTHER AND OUR COMMUNITY. WE ENCOURAGE AND CELEBRATE CURIOSITY, CREATIVITY AND INNOVATION. WE EMBRACE DIVERSITY AND SEEK EQUITY, INCLUSION AND DIGNITY FOR ALL. WE HOLD OURSELVES AND EACH OTHER ACCOUNTABLE FOR THE INTEGRITY OF OUR SERVICES, TO BEING GOOD STEWARDS AND MAINTAINING THE TRUST OF OUR CLIENTS AND SUPPORTERS. THROUGH OFFICES IN NEW YORK, LOS ANGELES, AND CHICAGO, THE FUND SERVES EVERYONE IN FILM, THEATER, TELEVISION, MUSIC, OPERA, RADIO, AND DANCE WITH PROGRAMS INCLUDING SOCIAL SERVICES AND EMERGENCY FINANCIAL ASSISTANCE, HEALTH CARE, AND INSURANCE COUNSELING, HOUSING, AND SECONDARY EMPLOYMENT AND TRAINING SERVICES. FORM 990, PART VI, SECTION A, LINE 2: MANY ENTERTAINMENT COMMUNITY FUND TRUSTEES WORK IN THE ENTERTAINMENT INDUSTRY. THESE INDIVIDUALS ENTER INTO BUSINESS ARRANGEMENTS AMONG THEMSELVES. THESE RELATIONSHIPS ARE FLUID THROUGHOUT ANY GIVEN YEAR AND SO IDENTIFYING EACH AND EVERY ONE IS VERY DIFFICULT. THESE BUSINESS RELATIONSHIPS HAVE NO IMPACT ON THE FUND'S OPERATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCE DEPARTMENT. A COPY OF THE DRAFT FORM 990 WAS CIRCULATED TO THE FULL BOARD OF TRUSTEES FOR DISCUSSION AND COMMENT. EACH BOARD MEMBER WAS PROVIDED AMPLE OPPORTUNITY TO COMMENT ON THE INFORMATION CONTAINED IN THE 990 PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE FUND HAS A WRITTEN CONFLICT OF INTEREST POLICY FOR KEY EMPLOYEES AND TRUSTEES. THE OFFICERS, TRUSTEES, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE THE CONFLICT OF INTEREST POLICY FORM AND SIGN ON AN ANNUAL BASIS AT A MINIMUM, AND INFORM THE ORGANIZATION WHEN THE CONFLICT OF INTEREST CIRCUMSTANCES ARISE. FORM 990, PART VI, SECTION B, LINE 15 THE FUND UNDERTAKES A VERY THOROUGH AND COMPREHENSIVE PROCESS TO ENSURE THAT THE COMPENSATION FOR ALL EMPLOYEES, INCLUDING PRESIDENT AND CEO, OFFICERS, AND KEY EMPLOYEES IS COMPARABLE TO OTHER PEER INSTITUTIONS IN THE MARKET IN WHICH THE ORGANIZATION OPERATES. THE FUND COMMISSIONS A COMPENSATION SURVEY FROM AN INDEPENDENT THIRD-PARTY COMPENSATION SPECIALIST. THE COMPENSATION CONSULTANT VALIDATES THE ORGANIZATION'S COMPETITIVE POSITION WITHIN THE MARKETPLACE BY REGION, BY PEER INSTITUTION (I.E. ORGANIZATIONS WITH A SIMILAR MISSION, SIMILAR SIZE AND OPERATIONAL BUDGET). COMPENSATION FOR THE PRESIDENT AND CEO IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE. THESE DECISIONS ARE FORMALIZED AND DOCUMENTED IN THE ORGANIZATION'S COMMITTEE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE FUND'S FORM 990 AND FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE. THE FUND'S FORM 990 IS ALSO POSTED ON THE INTERNET AT WWW.GUIDESTAR.ORG. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND AT MANAGEMENT'S DISCRETION. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 153,963. PENSION BENEFIT RELATED ACTIVITIES, OTHER THAN NET PERIODIC PENSION COST 1,699,000. ENTERTAINMENT HEALTH INSURANCE SOLUTIONS 729 SEVENTH AVE 10TH FL NEW YORK NY 10019 832666535 INSURANCE BROKER NY 0 0 N/A ACTORS FUND PRODUCTIONS LLC 729 SEVENTH AVE 10TH FL NEW YORK NY 10019 863858113 EVENTS DE 0 0 N/A TAF HAC BUILDING LLC 729 SEVENTH AVE 10TH FL NEW YORK NY 10019 131635251 HOUSING CA 0 0 N/A ENTERTAINMENT COMMUNITY INSURANCE SERVICES LLC 729 SEVENTH AVE 10TH FL NEW YORK NY 10019 871805081 INSURANCE BROKER NY 0 0 N/A ACTORS FUND HOUSING DEVELOPMENT CORP 729 SEVENTH AVENUE 10TH FLOOR NEW YORK NY 10019 800522071 HOUSING NY 501(C)(3) LINE 7 ACTORS FUND 1 AURORA HOUSING DEVELOPMENT FUND CORP 729 SEVENTH AVENUE 10TH FLOOR NEW YORK NY 10019 061401959 DORMANT NY 501(C)(3) LINE 7 ACTORS FUND 1 HOLLYWOOD ARTS BUILDING QALICB 729 SEVENTH AVENUE 10TH FLOOR NEW YORK NY 10019 873343478 HOUSING CA 501(C)(3) LINE 12B, II ACTORS FUND 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ACTORS FUND HOUSING DEVELOPMENT CORP B 947346 FMV