2016-02-09T10:19:13-06:00 2015-06-30 271728945 PKF O'CONNOR DAVIES LLP 15 ESSEX RD PARAMUS NJ 076521412 990 2014-07-01 223263347 KPMG DISASTER RELIEF FUND KPMG 2013077763 3 CHESTNUT RIDGE RD MONTVALE NJ 07645 BERNARD J MILANO PRESIDENT 2013077763 2016-02-09 1 EDWARD G O'CONNOR P00434443 2017129800 2014 2016-08-17 19:52:53Z BERNARD J MILANO 3 CHESTNUT RIDGE RD MONTVALE NJ 07645 936092 0 X N/A X 1992 TX THE PURPOSE IS TO PROVIDE A VEHICLE FOR PARTNERS AND EMPLOYEES OF KPMG LLP TO ASSIST COLLEAGUES WHO HAVE AN IMMEDIATE FINANCIAL NEED AND/OR PERMANENT FINANCIAL LOSS RESULTING FROM A NATURAL DISASTER. THE ORGANIZATION NOW MAKES GRANTS TO QUALIFIED U.S. AND INTERNATIONAL CHARITABLE ORGANIZATIONS TO PROVIDE DIRECT BENEFITS TO SURVIVORS OF TERRORIST ATTACKS, NATURAL DISASTERS OR ANY SIMILAR SUCH TRAGEDIES IN THE FUTURE. 8 8 0 8 0 0 729184 936092 0 0 0 0 0 0 729184 936092 657775 616482 0 0 0 0 0 0 0 6600 9635 664375 626117 64809 309975 869485 1179660 3850 4050 865635 1175610 X SEE SCHEDULE O 0 0 616482 616482 THE PURPOSE OF THE KPMG DISASTER RELIEF FUND (FUND) IS TO PROVIDE A VEHICLE FOR PARTNERS AND EMPLOYEES OF KPMG LLP (KPMG) TO ASSIST COLLEAGUES WHO HAVE AN IMMEDIATE FINANCIAL NEED AND/OR PERMANENT FINANCIAL LOSS RESULTING FROM A NATURAL DISASTER. THE FUND WILL ACHIEVE ITS OBJECTIVE BY COLLECTING VOLUNTARY CONTRIBUTIONS FROM PARTNERS, EMPLOYEES, RETIREES AND OTHERS. THE FUND MAY ALSO ACCEPT CONTRIBUTIONS FROM KPMG OR FROM AFFILIATED ENTITIES. AMOUNTS WILL BE DISTRIBUTED TO DISASTER VICTIMS ACCORDING TO THE FUND'S POLICIES AND PROCEDURES. IN ADDITION TO PROVIDING DISASTER ASSISTANCE TO KPMG PARTNERS AND EMPLOYEES, THE FUND MAY ALSO MAKE CONTRIBUTIONS TO OTHER 501(C)(3) ORGANIZATIONS. GENERALLY, SUCH CONTRIBUTIONS TO A PUBLIC CHARITY WILL BE IN RESPONSE TO A NEED CAUSED BY A NATURAL DISASTER.DURING 2015, THE FUND COLLECTED OVER KPMG LLP AND ITS PARTNERS AND EMPLOYEES USED TO SUPPORT THE NEPAL RELIEF EFFORT THROUGH THE INTERNATIONAL COMMITTEE OF THE RED CROSS. IT ALSO COLLECTED $30,000 WHICH WAS PAID OUT TO DOCTORS WITHOUT BORDERS AND THE CDC FOUNDATION FOR THEIR DIRECT RELIEF EFFORTS DURING THE EBOLA CRISIS IN AFRICA. 616482 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 1 1 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 1 2 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 NJ X X BERNARD J MILANO 2013077662 3 CHESTNUT RIDGE ROAD MONTVALE NJ 07645 X X BERNARD J MILANO PRESIDENT 2.00 X X 0 0 0 JOHN COLE VICE PRESIDENT AND TREASURER 1.00 X X 0 0 0 TARA M PERINO SECRETARY 1.00 X X 0 0 0 SYLVIA BRANDES DIRECTOR 1.00 X 0 0 0 LATORIA TORI J CARROLL FARMER DIRECTOR 1.00 X 0 0 0 KATHY A H HANNAN DIRECTOR 1.00 X 0 0 0 BRUCE N PFAU DIRECTOR 1.00 X 0 0 0 DAVID L WAGNER DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 936092 936092 936092 0 0 0 295482 295482 321000 321000 6500 6500 2500 2500 STATE FILING FEE 635 635 626117 616482 9635 0 869485 1093230 5000 0 81430 869485 1179660 3850 4050 3850 4050 X 56687 93154 808948 1082456 865635 1175610 869485 1179660 309975 0 X X 0 1 X 1 0 X 1372706 507796 745114 729184 936092 4290892 1372706 507796 745114 729184 936092 4290892 332585 3958307 4290892 0.92250 0.63150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE FROM KPMG LLP 81430 81430 X 936092 0 936092 0 936092 626117 0 626117 0 626117 PART X, LINE 2: THE FUND RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE FUND HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE FUND IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2012. 1 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA, FASO, 0 0 PROGRAM SERVICES GRANTMAKING 291000 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA, FASO, 0 0 GRANTS TO RECIPIENTS GRANTMAKING 30000 0 0 0 0 0 0 321000 0 321000 SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA, FASO, MILLENIUM VILLAGE PROJECT 291000 CHECK SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA, FASO, EBOLA RELIEF EFFORT 30000 CHECK 3 0 0 0 0 0 0 0 PART I, LINE 2: AS THE ADMINISTRATOR OF THE MILLENIUM VILLAGE PROJECT, OUR KPMG GLOBAL GRANTS PRACTICE IS MONITORING THE USE OF FUNDS AND REPORTS ANNUALLY TO THE DRF BOARD OF DIRECTORS. THERE IS A SIGNED GRANTS AND SERVICES AGREEMENT IN PLACE. THE DRF BOARD APPOINTS A DISASTER RELIEF TASK FORCE (DRTF) TO MAKE RECOMMENDATIONS FOR DISTRIBUTING FUNDS COLLECTED. MEMBERS OF THE DRTF ARE SELECTED ON THE BASIS OF VAST EXPERTISE RELATED TO THE PROJECT AT HAND. PAST MEMBERS INCLUDE JOHN-ANTHONY A. MEZA; AIDAN WALSH; RICK SPEIZMAN; JACK MILLER; TIM STILES; BILL BENTLEY, COO OF THE POINTS OF LIGHT FOUNDATION; AND STEPHEN JORDAN, EXECUTIVE DIRECTOR OF THE U.S. CHAMBER OF COMMERCE CENTER FOR CORPORATE CITIZENSHIP. THE DRTF REVIEWS RECOMMENDATIONS FROM KPMG PARTNERS, EMPLOYEES, AND OTHER KPMG PRACTICES; AND OTHER GENERALLY AVAILABLE INFORMATION. THE DRTF MEETS AS FREQUENTLY AS NECESSARY TO VET ORGANIZATIONS AND DEVELOP RECOMMENDATIONS FOR PRESENTATION TO THE DRF BOARD OF DIRECTORS. THE DRF BOARD OF DIRECTORS REVIEWS DRTF RECOMMENDATIONS ALONG WITH KPMG GLOBAL RELIEF EFFORTS. FINAL DECISIONS ARE MADE AT A SCHEDULED BOARD MEETING OR BY EMAIL BALLOT. INTERNATIONAL AGENCIES RECEIVING FUNDING ARE REQUIRED TO SUBMIT AND REPORT DOCUMENTING THE USE OF FUNDS. 1 BACK ON MY FEET FOUNDATION 85 DELANCEY STREET NEW YORK NY 10002 262109809 501(C)(3) 5710 GENERAL SUPPORT ST ANN'S WAREHOUSE INC 55 WASHINGTON STREET SUITE 458 BROOKLYN NY 11201 112665242 501(C)(3) 8500 GENERAL SUPPORT PETER J RUHRY KEYS TO HOPE FOUNDATION 142 ROXBURTY RD GARDEN CITY NY 11530 455427132 501(C)(3) 10000 GENERAL SUPPORT CITY HARVEST INC 6 E 32ND ST 5TH FL NEW YORK NY 10016 133170676 501(C)(3) 15000 GENERAL SUPPORT ALZHEIMER'S ASSOCIATION 360 LEXINGTON AVE NEW YORK NY 10017 133277408 501(C)(3) 20000 GENERAL SUPPORT THE BOWERY MISSION 132 MADISON AVENUE NEW YORK NY 10016 131617086 501(C)(3) 20000 GENERAL SUPPORT JUNIOR ACHIEVEMENT OF NEW YORK 420 LEXINGTON AVE NEW YORK NY 10170 133031828 501(C)(3) 50000 GENERAL SUPPORT CATHOLIC CHARITIES COMMUNITY SERVICES ARCHDIOSCESE OF NEW YORK 1011 FIRST AVENUE 11TH FLOOR NEW YORK NY 10022 135562185 501(C)(3) 75000 GENERAL SUPPORT RESOURCES FOR CHILDREN WITH SPECIAL NEEDS INC 116 EAST 16TH STREET 5TH FL NEW YORK NY 10003 112594790 501(C)(3) 8240 GENERAL SUPPORT UNITED JEWISH APPEALFEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK INC 130 EAST 59TH STREET NEW YORK NY 10022 510172429 501(C)(3) 72032 GENERAL SUPPORT 10 0 PART I, LINE 2: THESE GRANTS WERE APPROVED BY THE DRF BOARD OF DIRECTORS UTILIZING RECOMMENDATIONS MADE BY THE NEW YORK METRO ADVISORY COUNCIL AS DESCRIBED BELOW. GRANT APPROVAL/PAYMENT PROCESS: THE NEW YORK METRO ADVISORY COUNCIL CONDUCTS A PREVIOUSLY ESTABLISHED REVIEW PROCESS OF PARTNER/MANAGER MATCHING FUND REQUESTS AND SUBMITS FINAL RECOMMENDATIONS TO THE DRF BOARD OF DIRECTORS. RECOMMENDATIONS ARE DISTRIBUTED TO THE DRF'S BOARD OF DIRECTORS VIA EMAIL BALLOT. DRF DIRECTORS WILL CONSIDER RECOMMENDATIONS IN GOOD FAITH AND WILL HAVE FINAL AUTHORITY, AND WILL MAINTAIN DISCRETION AND CONTROL, TO DETERMINE THE CHARITABLE ORGANIZATIONS TO RECEIVE DISTRIBUTIONS, AND THE AMOUNT OF SUCH DISTRIBUTIONS EACH YEAR. DRF STAFF WILL ISSUE GRANT CHECKS FROM THE FUND TO THE SELECTED CHARITABLE ORGANIZATIONS. A COPY OF THE CHECK TRANSMITTAL LETTER WILL BE SENT TO THE CHAIR OF THE NEW YORK METRO ADVISORY COUNCIL AND THE ORIGINAL DONOR. THE CHECK TRANSMITTAL LETTER WILL BE SENT TO THE CHAIR OF THE NEW YORK METRO ADVISORY COUNCIL AND THE ORIGINAL DONOR. THE RECIPIENTS ARE ASKED TO PROVIDE A REPORT OF THE USE OF FUNDS ON AN ANNUAL BASIS OR IF A REQUEST FOR ADDITIONAL FUNDING IS SUBMITTED. FORM 990, PART III, LINE 1 THE PURPOSE OF THE KPMG DISASTER RELIEF FUND (FUND) IS TO PROVIDE A VEHICLE FOR PARTNERS AND EMPLOYEES OF KPMG LLP (KPMG) TO ASSIST COLLEAGUES WHO HAVE AN IMMEDIATE FINANCIAL NEED AND/OR PERMANENT FINANCIAL LOSS RESULTING FROM A NATURAL DISASTER. THE FUND WILL ACHIEVE ITS OBJECTIVE BY COLLECTING VOLUNTARY CONTRIBUTIONS FROM PARTNERS, EMPLOYEES, RETIREES AND OTHERS. THE FUND MAY ALSO ACCEPT CONTRIBUTIONS FROM KPMG OR FROM AFFILIATED ENTITIES. AMOUNTS WILL BE DISTRIBUTED TO DISASTER VICTIMS ACORDING TO THE FUND'S POLICIES AND PROCEDURES. IN ADDITION TO PROVIDING DISASTER ASSISTANCE TO KPMG PARTNERS AND EMPLOYEES, THE FUND MAY ALSO MAKE CONTRIBUTIONS TO OTHER 501(C)(3) ORGANIZATIONS. GENERALLY, SUCH CONTRIBUTIONS TO A PUBLIC CHARITY WILL BE IN RESPONSE TO A NEED CAUSED BY A NATURAL DISASTER. IN RESPONSE TO THE SEPTEMBER 11, 2001 TERRORIST ATTACKS ON THE UNITED STATES, THE STATEMENT OF PURPOSE OF THE FUND WAS AMENDED TO ALLOW IT TO COLLECT VOLUNTARY CONTRIBUTIONS FROM KPMG AND ITS PARTNERS, EMPLOYEES, AND RETIREES, AND FROM ANY OTHER INDIVIDUAL OR ENTITY, AND DISTRIBUTE SUCH CONTRIBUTIONS TO OTHER QUALIFIED ORGANIZATIONS TO PROVIDE BENEFIT TO SURVIVORS AND FAMILIES OF THE VICTIMS OF THE SEPTEMBER 11, 2001 TERRORIST ATTACKS, OR ANY SUCH TRAGEDIES IN THE FUTURE. IN RESPONSE TO THE DECEMBER 2004 TSUNAMI THAT DEVASTATED THE FAR EAST, THE STATEMENT OF PURPOSE OF THE FUND WAS AMENDED TO ALLOW IT TO COLLECT VOLUNTARY CONTRIBUTIONS FROM KPMG AND ITS PARTNERS, EMPLOYEES AND RETIREES, AND FROM ANY OTHER INDIVIDUAL OR ENTITY, AND DISTRIBUTE SUCH CONTRIBUTIONS TO QUALIFIED INTERNATIONAL CHARITABLE ORGANIZATIONS. EFFECTIVE MARCH 31, 2011, THE KPMG DISASTER RELIEF FUND (DRF) ENTERED INTO AN AGREEMENT TO ADMINISTER THE NEW YORK FUND (FORMERLY THE KPMG NEW YORK FOUNDATION) AT WHICH TIME ALL FUNDS HELD IN THE KPMG NEW YORK FOUNDATION ACCOUNT WERE TRANSFERRED TO THE KPMG DISASTER RELIEF FUND TO BE INVESTED IN COMMON WITH OTHER FUNDS MAINTAINED BY THE DRF AS A SEPARATE ENTITY (NEW YORK FUND) ON THE DRF'S BOOKS AND RECORDS. FUTURE CONTRIBUTIONS WILL BE SENT DIRECTLY TO THE KPMG DISASTER RELIEF FUND RESTRICTED TO THE NEW YORK FUND. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. TEN DAYS PRIOR TO FILING A FINAL DRAFT COPY IS PROVIDED ELECTRONICALLY TO THE BOARD MEMBERS FOR THEIR REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, FORM 990, FORM 1023, AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART VII, SECTION A: BERNARD J. MILANO ACTS AS PRESIDENT OF EACH OF THE FOLLOWING ENTITIES: KPMG FOUNDATION, THE PHD PROJECT, AND THE KPMG DISASTER RELIEF FUND. HE SPENDS APPROXIMATELY 75%, 20%, AND 5% OF HIS TIME ON THE RESPECTIVE ORGANIZATIONS. AS PRESIDENT OF THESE ENTITIES HE RECEIVES NO COMPENSATION. HIS COMPENSATION IS PAID BY KPMG LLP. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.