2025-10-24T11:30:11-05:00 2023-12-31 332043014 CASSIDY ADVISORS AND ACCOUNTANTS LLC 1 MATHEWS DR STE 114 HILTON HEAD ISLAND SC 29926 990 2023-01-01 521970587 UNIVERSITY OF ABERDEEN FOUNDATION INC UNIV 6468670994 1350 AVE OF THE AMERICAS FL2 STE266 NEW YORK NY 10019 RHODERICK W SHARP PRESIDENT 6468670994 2024-10-15 1 1 CHRISTINE E CASSIDY P00022087 8436892800 2023 2025-03-06 01:10:19Z X RHODERICK W SHARP 1350 AVE OF THE AMERICAS FL2 STE266 NEW YORK NY 10019 844982 0 X N/A X 1994 MO SOLICITING CONTRIBUTIONS FOR PURPOSES OF MAKING GIFTS AND GRANTS TO QUALIFIED CHARITABLE AND/OR EDUCATIONAL ORGANIZATIONS. 9 9 0 0 0 0 400748 824703 0 0 -814 20279 0 0 399934 844982 398838 32916 0 0 0 0 0 0 0 5875 34579 404713 67495 -4779 777487 90096 852210 0 0 90096 852210 SOLICITING CONTRIBUTIONS FOR PURPOSES OF MAKING GIFTS AND GRANTS TO QUALIFIED CHARITABLE AND/OR EDUCATIONAL ORGANIZATIONS. 0 0 32916 32916 0 TO SUPPORT THE WALKER SCHOLARSHIP AT UNIVERSITY OF ABERDEEN 32916 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA CT FL MA MD NJ NY PA X CHAPEL & YORK LTD 6468670994 12 LADYCROSS BUSINESS PARK LINGFIELD SURREY UK RH7 6PB X RHODERICK W SHARP DIRECTOR / PRESIDENT 0.50 X X 0 0 0 JONATHAN M DAUBE DIRECTOR 0.50 X 0 0 0 JOHN W RALEY RESIGNED '23 0.00 X 0 0 0 ANNA EWINS DIRECTOR 0.50 X 0 0 0 TODD G WYNNE-PARRY DIRECTOR/SEC/TREAS 1.00 X X 0 0 0 GEORGE T PATTON JR DIRECTOR/VP 0.50 X X 0 0 0 KIRSTEN HARTIL DIRECTOR 0.50 X 0 0 0 MARCIA PRIMUS DIRECTOR 0.50 X 0 0 0 THOMAS ARMSTRONG DIRECTOR 0.50 X 0 0 0 GAIL PRUDENTI DIRECTOR 0.50 X 0 0 0 0 0 0 0 0 0 0 0 824703 824703 20279 20279 844982 0 0 20279 32916 32916 16704 16704 15815 15815 716 716 STATE FILING FEES 1008 1008 BANK FEES 336 336 67495 32916 34579 0 69846 825785 20250 26425 90096 852210 0 0 X 90096 852210 90096 852210 90096 852210 X 777487 -15373 X 0 1 X 1 0 X 76241 168486 94034 385375 95314 819450 76241 168486 94034 385375 95314 819450 350089 469361 3391 99 20279 23769 843219 456 0.55660 0.68550 X PART II LINE 1(D) A 2022 CONTRIBUTION FROM PEACHTREE COLLABORATIVE IN THE AMOUNT $15,373 WAS REFUNDED TO THE DONOR IN 2023. AS PER 990 INSTRUCTIONS, THE REFUND HAS BEEN RECOGNIZED ON THE 2023 WITH A NET ASSET ADJUSTMENT, AND THE 2022 CONTRIBUTIONS REDUCED BY THAT AMOUNT TO $385,375. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 832109 7030 7030 825079 19903 19903 844982 841597 774102 774102 67495 0 67495 PART XI, LINE 2D - OTHER ADJUSTMENTS: CONTRIBUTIONS RECEIVABLE (CASH TO ACCRUAL DIFFERENCES) 2,500. INTEREST INCOME INCLUDED IN CASH CONTRIBUTIONS 19,903. REFUND OF A PRIOR YEAR DONATION -15,373. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST INCOME 19,903. PART XII, LINE 2D - OTHER ADJUSTMENTS: GRANTS PAYABLE (CASH TO ACCRUAL DIFFERENCES) 770,000. BANK FEES (CASH TO ACCRUAL DIFFERENCES) 4,102. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS EDUCATION SUPPORT 32916 0 0 0 0 0 0 32916 0 32916 EUROPE (INCLUDING ICELAND & GREENLAND) WALKER SCHOLARSHIP 32916 WIRE 0 FMV 1 0 0 0 0 0 0 0 PART I, LINE 2: THE BOARD HAS RESOLVED THAT ALL ORGANIZATIONS TO WHICH IT MAKES GRANTS OR FUNDS PROGRAMS WILL BE REQUIRED TO SUBMIT THE FOLLOWING: 1. A GRANT APPLICATION WHICH SPECIFIES THE AMOUNT REQUESTED, THE NEED TO BE ADDRESSED, AND A DETAILED PROPOSED USE OF THE FUNDS. 2. IN CASE OF AN ORGANIZATION OUTSIDE THE USA, A COPY OF THE ORGANIZATION'S ORGANIZING DOCUMENTS, REGISTRATION DOCUMENTS WITHIN THE JURISDICTION AND INFORMATION ABOUT THE ORGANIZATION'S ACTIVITIES AND BUDGET IN ORDER TO ENSURE IT IS SUITABLE TO RECEIVE FUNDS FROM A US 501(C)(3) PUBLIC CHARITY. WHEN A GRANT IS MADE TO AN ORGANIZATION, THE ORGANIZATION WILL BE REQUIRED TO: 1. MAKE A REPORT ON THE USE OF THE FUNDS, TO BE RETURNED TO THE ORGANIZATION WITHIN 12 MONTHS OF THE GRANTING OF THE FUNDS. 2. SIGN A STATEMENT THAT THE GRANTEE WILL REFUND ANY PORTION OF THE GRANT NOT USED IN ACCORDANCE WITH TERMS OF THE GRANT. 3. AGREE ANY OTHER CONDITIONS IMPOSED BY THE BOARD DEPENDING ON THE SPECIFICS OF THE GRANT AND THE ORGANIZATION TO WHICH FUNDS ARE BEING GIVEN. NO GRANT WILL BE MADE WITHOUT MEETING THE TERMS SET FORTH BY THE BOARD. FORM 990 BOX B THE ORIGINALLY FILED 2023 FORM 990 DID NOT INCLUDE $25,474 IN DONATIONS FROM THE UNIVERSITY OF ABERDEEN, $16,704 IN MANAGEMENT FEE EXPENSES AND $8,770 IN ACCOUNTING EXPENSES. AN AUDIT WAS ALSO PERFORMED ON THE 2023 FINANCIALS AND SCHEDULE D WAS ADDED TO REFLECT THIS. THE 2023 FORM 990 AND ASSOCIATED SCHEDULES ARE BEING AMENDED TO REFLECT THESE CHANGES AS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED DURING THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD ADOPTED A CONFLICT OF INTEREST POLICY AND EACH YEAR, THE BOARD MEMBERS REVIEW AND SIGN THE CONFLICT OF INTEREST ANNUAL CERTIFICATION. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: REFUND OF 2022 CONTRIBUTION - PEACHTREE COLLABORATIVE -15,373.