2025-04-08T11:31:06-05:00 2024-06-30 221732349 WISS & COMPANY LLP 100 CAMPUS DRIVE FLORHAM PARK NJ 07932 990 2023-07-01 510194054 OVERLOOK FOUNDATION OVER 9085222840 46 BEAUVOIR AVENUE SUMMIT NJ 07901 FRANCIS I PERIER TREASURER 9085222840 2025-04-07 1 1 DIANA MILLER P01597612 9739949400 2023 2025-03-06 01:10:19Z ELIZABETH PECK 46 BEAUVOIR AVENUE SUMMIT NJ 07901 29594445 0 X WWW.OVERLOOKFOUNDATION.ORG X 1976 NJ SEE SCHEDULE O FOR MISSION STATEMENTTHE MISSION OF THE OVERLOOK FOUNDATION IS TO DEVELOP, MANAGE, AND DISTRIBUTE RECOURCES TO ADVANCE THE DELIVERY OF HIGH-QUALITY HEALTH CARE BY OVERLOOK MEDICAL CENTER. 30 30 0 31 -61907 0 9947612 8997803 0 0 4887516 4985164 -53166 -46345 14781962 13936622 10269756 12130438 0 0 2338741 2436082 0 0 584829 749540 717881 13358037 15284401 1423925 -1347779 128364524 133877372 3706632 3298464 124657892 130578908 X THE MISSION OF THE OVERLOOK FOUNDATION IS TO DEVELOP, MANAGE, AND DISTRIBUTE RECOURCES TO ADVANCE THE DELIVERY OF HIGH-QUALITY HEALTH CARE BY OVERLOOK MEDICAL CENTER. 0 0 12457116 11902953 OVERLOOK FOUNDATION PROVIDES CRITICAL FUNDING TO OVERLOOK MEDICAL CENTER TO ENSURE THAT IT REMAINS AT THE FOREFRONT OF MEDICAL CARE. WE SUPPORT THE PURCHASE OF STATE-OF-THE-ART EQUIPMENT, THE CONSTRUCTION OF NEW FACILITIES, ENDOWMENTS FOR MEDICAL LEADERSHIP, NURSING SCHOLARSHIPS, PROFESSIONAL DEVELOPMENT, TRAINING AND EDUCATION, AS WELL AS INNOVATIVE PROGRAMS TO ENHANCE THE PATIENT AND CAREGIVER EXPERIENCE.AS THE FOUNDATION SURPASSED 90% OF ITS $82.5 MILLION OVERLOOK AHEAD CAMPAIGN GOAL IN 2024, THE COMPREHENSIVE, MULTI-PHASE EXPANSION AND MODERNIZATION OF OVERLOOK'S CAMPUS CONTINUES. CONTINUED IN SCHEDULE O.NOW OPEN IN THE MATERNITY CENTER ARE A NEW RECEPTION AREA, TRIAGE UNIT, RENOVATED LABOR AND DELIVERY ROOMS, AND TWO NEW OPERATING THEATERS. WORK HAS BEGUN ON A NEWBORN AND FAMILY CARE UNIT THE FINAL PHASE OF THE CENTER'S MASSIVE OVERHAUL. PLANNED FOR EARLY 2025 OCCUPANCY ARE A NEW NEUROSCIENCE UNIT WITH EXPANDED NEURO ICU AND A NEW CARDIOVASCULAR CENTER WITH ENHANCED CRITICAL AND INTENSIVE CARE UNITS. MAJOR RENOVATIONS AND UPDATES TO THE BREAST CENTER CONTINUE, WHILE EXPANSION OF THE SAME DAY SURGERY CENTER INCLUDES TWO ADDITIONAL SURGERY SUITES, A REFURBISHED FAMILY WAITING ROOM, AND ENHANCED PRE- AND POST-OP UNITS. OVERALL, THE HOSPITAL IS RESTRUCTURING SOME 90% OF ITS PATIENT CARE SPACES, WITH NEW MEDICAL INFRASTRUCTURE IN EVERY ROOM AND TRIPLE THE NUMBER OF PRIVATE ROOMS. 227485 227485 TO PROVIDE DIRECT SUPPORT TO OVERLOOK MEDICAL CENTER - ALIGNED ORGANIZATIONS AND INITIATIVES. 12684601 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 56 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X X X CLELIA BIAMONTI 9085222840 46 BEAUVOIR AVENUE SUMMIT NJ 07901 JESSALYN CHANG CHAIR 1.00 X X 0 0 0 ELIZABETH PECK VICE CHAIR 1.00 X X 0 0 0 ERIC J SHICK TREASURER 1.00 X X 0 0 0 KARINA CALZADILLA SECRETARY 1.00 X X 0 0 0 AKSHAY KAPOOR TRUSTEE 1.00 X 0 0 0 AL LORD III TRUSTEE 1.00 X 0 0 0 BEV LUEHS TRUSTEE 1.00 X 0 0 0 CANDICE STELLER TRUSTEE 1.00 X 0 0 0 CANDY GREIG TRUSTEE 1.00 X 0 0 0 CHRISTOPHER SULLIVAN TRUSTEE 1.00 X 0 0 0 DEAN SERRATELLI TRUSTEE 1.00 X 0 0 0 DINA SANTORO TRUSTEE 1.00 X 0 0 0 FEDORA BALOIU TRUSTEE 1.00 X 0 0 0 FRANCIS I PERIER JR TRUSTEE (ELECTED TREASURER) 1.00 X 0 0 0 HAKAN ERDAMAR TRUSTEE 1.00 X 0 0 0 HUMA MIRZA DDS TRUSTEE 1.00 X 0 0 0 JACK MANN TRUSTEE 1.00 X 0 0 0 JAMES N GARDNER MD TRUSTEE 1.00 X 0 0 0 KISHORE BALLAL TRUSTEE 1.00 X 0 0 0 LINDA WALKER TRUSTEE 1.00 X 0 0 0 MAGGIE HARIRI TRUSTEE 1.00 X 0 0 0 MERI BARER TRUSTEE 1.00 X 0 0 0 MUHAMMAD FETEIHA MD TRUSTEE 1.00 X 0 0 0 NEIL WEIDNER TRUSTEE 1.00 X 0 0 0 PRADIPTO BAGCHI TRUSTEE 1.00 X 0 0 0 RICH ROSEN TRUSTEE 1.00 X 0 0 0 RICHARD SCHRADER TRUSTEE 1.00 X 0 0 0 RONALD BENITEZ MD OUTGOING TRUSTEE (3/2024) 1.00 X 0 0 0 SAMANTHA POZNER MD TRUSTEE 1.00 X 0 0 0 STEPHANIE SCHWARTZ TRUSTEE 1.00 X 0 0 0 THOMAS VARKEY TRUSTEE 1.00 X 0 0 0 CLELIA BIAMONTI PHD EXECUTIVE DIRECTOR 40.00 X 382672 0 32291 KIMBERLY MYLER ASSIST. SECRETARY/DIR. FINANCE 40.00 X 206197 0 29115 LORIE MCDONALD DIRECTOR 40.00 X 190510 0 32064 MARIANNE F DEVLIN DIRECTOR 40.00 X 188019 0 32873 KERRY MOWRY DIRECTOR 40.00 X 164256 0 21252 EILEEN S WEISS DIRECTOR 40.00 X 162146 0 22653 1293800 0 170248 6 0 1 0 CRANE ROSENBERG PACIO & CO LLP 25 DEFOREST AVENUE SUITE 101 SUMMIT NJ 07901 ACCOUNTING SERVICES 100837 1 260332 8737471 174139 8997803 2952115 -61907 3014022 17516462 15483413 2033049 2033049 2033049 128065 260332 174410 -46345 -46345 13936622 0 -61907 5000726 11977953 11977953 152485 152485 700423 143650 408176 148597 1422182 291676 828786 301720 30383 6231 17706 6446 283094 58060 164975 60059 155804 142569 13235 109776 109776 76383 71268 5115 60843 23848 10910 26085 50713 44504 6209 59935 59935 21428 9847 3551 8030 79235 79235 BAD DEBT EXPENSE 68805 68805 DONOR RELATIONS AND PRO 31705 20851 1617 9237 DUES AND SUBSCRIPTIONS 2400 2304 96 MISCELLANEOUS 854 854 15284401 12684601 2014971 584829 669 669 14952494 11755656 11218780 9458120 22365 38633 88198129 98416735 10193909 10109346 3778178 4098213 128364524 133877372 642362 349079 32715 0 3031555 2949385 3706632 3298464 X 13140395 16483029 111517497 114095879 124657892 130578908 128364524 133877372 X -1347779 7302008 -33213 X X 0 1 X 1 0 X 14510417 10344981 18939213 9947612 8997803 62740026 14510417 10344981 18939213 9947612 8997803 62740026 17504738 45235288 1706422 1704599 2089799 2446052 3014022 10960894 27300 27300 139700 164430 109005 127595 128065 668795 74397015 0.60800 0.64810 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING - 2019 AMOUNT: $ 139,700. 2020 AMOUNT: $ 164,430. 2021 AMOUNT: $ 109,005. 2022 AMOUNT: $ 127,595. 2023 AMOUNT: $ 128,065. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 63985243 175071 6725872 3065156 67821030 61595074 191291 4847504 2648626 63985243 70714025 281177 -6980399 2419729 61595074 56552069 334940 15543784 1716768 70714025 59721175 140583 -1429073 1663645 216973 56552067 0.00487 0.47499 0.52014 0 0 0 ALTERNATIVE INVESTMENTS 10109346 F 10109346 ANNUITY OBLIGATIONS 755700 DUE TO OVERLOOK MEDICAL CENTER 2124068 DEFERRED REVENUE ON LIFE INTEREST 69617 2949385 X 21354051 7302008 84000 -33213 7352795 14001256 109776 -174410 -64634 13936622 15433035 84000 174410 258410 15174625 109776 109776 15284401 PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND HAS MADE NO PROVISION FOR FEDERAL OR STATE INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE ("IRS") NOT TO BE A "PRIVATE FOUNDATION" WITHIN THE MEANING OF SECTION 509(A) OF THE IRC. ALL SIGNIFICANT TAX POSITIONS HAVE BEEN CONSIDERED BY MANAGEMENT AND IT HAS BEEN DETERMINED THAT ALL TAX POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION IS REQUIRED TO FILE FORM 990 (RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX) AND STATE OF NEW JERSEY CRI-300-R, WHICH ARE SUBJECT TO EXAMINATION BY THE IRS AND THE STATE OF NEW JERSEY, UP TO THREE AND FOUR YEARS FROM THE EXTENDED DUE DATE OF THE TAX RETURN, RESPECTIVELY. WITH LIMITED EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO IRS AND STATE EXAMINATIONS FOR YEAR ENDS PRIOR TO JUNE 30, 2021. AS A NOT-FOR-PROFIT ENTITY, THE FOUNDATION IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ("UBIT"), IF APPLICABLE. FOR THE TAX YEARS ENDED JUNE 30, 2024 AND 2023, THE FOUNDATION DID NOT OWE ANY UBIT. PART XI, LINE 2D - OTHER ADJUSTMENTS: PRESENT VALUE ADJUSTMENT -33,213. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -174,410. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 174,410. GOLF 273597 189117 84480 3456 87616 11789 CLAY SHOOT 114800 71215 43585 166 10000 43585 8484 388397 260332 128065 3622 10000 131201 20273 165096 -37031 1 BRIDGES OUTREACH 120 MORRIS AVENUE SUMMIT NJ 07901 223190141 501(C)(3) 6000 0 SUPPORT THE HOMELESS THROUGH HEALTH, HOUSING AND INDEPENDENCE SUPPORT. OVERLOOK MEDICAL CENTER 99 BEAUVOIR AVENUE SUMMIT NJ 07961 511985255 501(C)(3) 11911300 0 FOR DETAIL, SEE PART IV - SUPPLEMENTAL INFORMATION. UNION COUNTY COLLEGE FOUNDATION 1033 SPRINGFIELD AVENUE CRANFORD NJ 07016 222218627 501(C)(3) 6000 0 SUPPORT 3 NURSING SCHOLARSHIPS. 3 0 ASSISTANCE TO FAMILIES OF CANCER PATIENTS AND THE CAREGIVER'S CENTER 353 71867 EMERGENCY SUPPORT 15 3433 INTERNATIONAL MEDICAL MISSIONS 7 7947 NURSING SCHOLARSHIPS, NURSING ED AND CERTIFICATIONS 117 69238 PART I, LINE 2: EACH YEAR, OVERLOOK FOUNDATION, THROUGH THE RECOMMENDATION OF THE TRUSTEES, GRANTS $75,000 TO 501(C)(3) ORGANIZATIONS FOR PROJECTS THAT ALIGN WITH THE FOUNDATION'S MISSION, GEOGRAPHIC FOOTPRINT, AND OTHER GRANT GUIDELINES. EACH EXTERNAL GRANT APPLICANT SUBMITS A PROPOSAL WHICH IS APPROVED (OR DECLINED) BY THE BOARD. GRANT APPLICATIONS ARE TYPICALLY RECEIVED TWICE PER YEAR, TWO MONTHS BEFORE THE MAY AND DECEMBER BOARD MEETINGS. THE GRANTS COMMITTEE MEETS TWICE PER YEAR, ONE MONTH AFTER GRANT APPLICATIONS ARE RECEIVED, TO REVIEW APPLICATIONS AND PREPARE RECOMMENDATIONS TO THE TRUSTEES. THE FOUNDATION DOES NOT MAKE GRANTS TO FOR-PROFIT ENTITIES. PART II, LINE 1, COLUMN (D) & COLUMN (H): THE FOLLOWING GRANTS PAID TO OVERLOOK MEDICAL CENTER: 1. (D) AMOUNT OF CASH GRANT: $23,760. (H) PURPOSE OF GRANT OR ASSISTANCE: FOR LIVING WALL MAINTENANCE. 2. (D) AMOUNT OF CASH GRANT: $250,000. (H) PURPOSE OF GRANT OR ASSISTANCE: SPECIAL ALLOCATION TO SUPPORT PROGRAMMATIC NEEDS IN THE CHILD CARE CENTER. 3. (D) AMOUNT OF CASH GRANT: $257,641. (H) PURPOSE OF GRANT OR ASSISTANCE: SUPPORT FOR CHILDREN WITH CANCER. 4. (D) AMOUNT OF CASH GRANT: $9,672. (H) PURPOSE OF GRANT OR ASSISTANCE: TOYS AND GAMING SYSTEMS FOR HERSH CHILDREN'S CENTER. 5. (D) AMOUNT OF CASH GRANT: $40,000. (H) PURPOSE OF GRANT OR ASSISTANCE: PEDIATRICS OPHTHALMOLOGY SUPPORT. 6. (D) AMOUNT OF CASH GRANT: $11,162. (H) PURPOSE OF GRANT OR ASSISTANCE: COMMUNITY HEALTH PROGRAM SUPPORT. 7. (D) AMOUNT OF CASH GRANT: $11,758. (H) PURPOSE OF GRANT OR ASSISTANCE: COMMUNITY HEALTH AND WELL-BEING EVENTS. 8. (D) AMOUNT OF CASH GRANT: $16,651. (H) PURPOSE OF GRANT OR ASSISTANCE: HOSPICE, RESPITE CARE AND SUPPORT OF INDIGENT PATIENTS. 9. (D) AMOUNT OF CASH GRANT: $35,586. (H) PURPOSE OF GRANT OR ASSISTANCE: SUPPORT FOR CRITICAL CARE NURSE EDUCATION AND ORIENTATION. 10. (D) AMOUNT OF CASH GRANT: $21,275. (H) PURPOSE OF GRANT OR ASSISTANCE: ONCOLOGY POSITION SUPPORT AND PATIENT NEEDS. 11. (D) AMOUNT OF CASH GRANT: $9,198. (H) PURPOSE OF GRANT OR ASSISTANCE: PALLIATIVE CARE DEPARTMENT SUPPORT. 12. (D) AMOUNT OF CASH GRANT: $180,107. (H) PURPOSE OF GRANT OR ASSISTANCE: SUPPORT FOR EMERGENCY DEPARTMENT - POSITIONS AND TEAM BUILDING. 13. (D) AMOUNT OF CASH GRANT: $92,449. (H) PURPOSE OF GRANT OR ASSISTANCE: BREAST PATIENT SUPPORT, MATERNITY, EMPLOYEE APPRECIATION. 14. (D) AMOUNT OF CASH GRANT: $84,129. (H) PURPOSE OF GRANT OR ASSISTANCE: DENTAL CENTER SALARY SUPPORT AND SUPPLIES. 15. (D) AMOUNT OF CASH GRANT: $8,900. (H) PURPOSE OF GRANT OR ASSISTANCE: SUPPORT FOR PASTORAL EDUCATION. 16. (D) AMOUNT OF CASH GRANT: $7,271. (H) PURPOSE OF GRANT OR ASSISTANCE: SUPPORT OF THE FAMILY MEDICINE DEPARTMENT AND TEAM EVENTS. 17. (D) AMOUNT OF CASH GRANT: $36,624. (H) PURPOSE OF GRANT OR ASSISTANCE: SALARY FOR ONCOLOGY PATIENT LIAISON. 18. (D) AMOUNT OF CASH GRANT: $126,147. (H) PURPOSE OF GRANT OR ASSISTANCE: NEUROSCIENCE SOCIAL WORKER FOR MEMORY, MOVEMENT & NEUROMUSCULAR PROGRAMS. 19. (D) AMOUNT OF CASH GRANT: $12,066. (H) PURPOSE OF GRANT OR ASSISTANCE: HOSPICE SUPPORT, RESPITE CARE AND MEMORIAL SERVICE. 20. (D) AMOUNT OF CASH GRANT: $112,850. (H) PURPOSE OF GRANT OR ASSISTANCE: NEUROSCIENCE FELLOWSHIP POSITION SUPPORT. 21. (D) AMOUNT OF CASH GRANT: $139,986. (H) PURPOSE OF GRANT OR ASSISTANCE: SUPPORT OF SALARIES IN CAREGIVERS CENTER. 22. (D) AMOUNT OF CASH GRANT: $40,181. (H) PURPOSE OF GRANT OR ASSISTANCE: SUPPORT OF THE SPINE NAVIGATOR. 23. (D) AMOUNT OF CASH GRANT: $16,389. (H) PURPOSE OF GRANT OR ASSISTANCE: SUPPORT THE CARDIAC SYMPOSIUM. 24. (D) AMOUNT OF CASH GRANT: $102,919. (H) PURPOSE OF GRANT OR ASSISTANCE: SUPPORT OF THE PALLIATIVE CHAPLAIN. 25. (D) AMOUNT OF CASH GRANT: $78,581. (H) PURPOSE OF GRANT OR ASSISTANCE: SUPPORT FOR UNION EMERGENCY DEPARTMENT. 26. (D) AMOUNT OF CASH GRANT: $14,791. (H) PURPOSE OF GRANT OR ASSISTANCE: HOSPICE CARE, CAMP CLOVER, MUSIC THERAPY. 27. (D) AMOUNT OF CASH GRANT: $13,478. (H) PURPOSE OF GRANT OR ASSISTANCE: MUSIC THERAPY. 28. (D) AMOUNT OF CASH GRANT: $33,546. (H) PURPOSE OF GRANT OR ASSISTANCE: CHAPLAIN PATIENT SERVICES PROGRAM. 29. (D) AMOUNT OF CASH GRANT: $21,400. (H) PURPOSE OF GRANT OR ASSISTANCE: PROGRAM SUPPORT - LECTURES AND WORKSHOPS. 30. (D) AMOUNT OF CASH GRANT: $7,107. (H) PURPOSE OF GRANT OR ASSISTANCE: STAFF CONFERENCES AND TRAINING. 31. (D) AMOUNT OF CASH GRANT: $100,000. (H) PURPOSE OF GRANT OR ASSISTANCE: SUPPORT OF MOBILITY PROGRAM. 32. (D) AMOUNT OF CASH GRANT: $11,933. (H) PURPOSE OF GRANT OR ASSISTANCE: HOSPICE SUPPORT, RESPITE CARE AND MEMORIAL SERVICE. 33. (D) AMOUNT OF CASH GRANT: $90,476. (H) PURPOSE OF GRANT OR ASSISTANCE: POSITION SUPPORT-BRAIN TUMOR CENTER. 34. (D) AMOUNT OF CASH GRANT: $8,000,000. (H) PURPOSE OF GRANT OR ASSISTANCE: SUPPORT TO OMC RENOVATIONS AND NEW CONSTRUCTION. 35. (D) AMOUNT OF CASH GRANT: $90,700. (H) PURPOSE OF GRANT OR ASSISTANCE: SUPPORT ONCOLOGY DEPARTMENT. 36. (D) AMOUNT OF CASH GRANT: $70,772. (H) PURPOSE OF GRANT OR ASSISTANCE: SUPPORT FOR SPIRITUAL CARE PROJECT. 37. (D) AMOUNT OF CASH GRANT: $28,600. (H) PURPOSE OF GRANT OR ASSISTANCE: SUPPORT BREAST PATIENTS' NEEDS DURING TREATMENT. 38. (D) AMOUNT OF CASH GRANT: $608,527. (H) PURPOSE OF GRANT OR ASSISTANCE: NURSE EDUCATION, CERTIFICATIONS AND AWARDS. 39. (D) AMOUNT OF CASH GRANT: $8,540. (H) PURPOSE OF GRANT OR ASSISTANCE: CHAPLAIN SUPPORT. 40. (D) AMOUNT OF CASH GRANT: $43,455. (H) PURPOSE OF GRANT OR ASSISTANCE: SUPPORT FOR CHILDREN WITH BLOOD CANCERS. 41. (D) AMOUNT OF CASH GRANT: $46,248. (H) PURPOSE OF GRANT OR ASSISTANCE: SUPPORT OF MEDICAL MISSIONS OUT OF THE COUNTRY. 42. (D) AMOUNT OF CASH GRANT: $29,823. (H) PURPOSE OF GRANT OR ASSISTANCE: SALARY SUPPORT - RESEARCH COORDINATOR IN BTC. 43. (D) AMOUNT OF CASH GRANT: $266,899. (H) PURPOSE OF GRANT OR ASSISTANCE: PALLIATIVE CARE PROGRAM SUPPORT. 44. (D) AMOUNT OF CASH GRANT: $437,569. (H) PURPOSE OF GRANT OR ASSISTANCE: POET IN RESIDENCE SALARY/HEALTHCARE ETHICS CONSULTANT/IS SOFTWARE FOR ONCOLOGY. 45. (D) AMOUNT OF CASH GRANT: $6,098. (H) PURPOSE OF GRANT OR ASSISTANCE: EDUCATION FUND - CERTIFICATIONS, CONFERENCES. 46. (D) AMOUNT OF CASH GRANT: $220,146. (H) PURPOSE OF GRANT OR ASSISTANCE: SUPPORT FOR CHAIR OF MEDICINE. 47. (D) AMOUNT OF CASH GRANT: $21,402. (H) PURPOSE OF GRANT OR ASSISTANCE: PALLIATIVE CARE PROGRAM SUPPORT. 48. (D) AMOUNT OF CASH GRANT: $5,213. (H) PURPOSE OF GRANT OR ASSISTANCE: HOSPICE SUPPORT. 49. (D) AMOUNT OF CASH GRANT: $9,275. (H) PURPOSE OF GRANT OR ASSISTANCE: POSITION SUPPORT IN THE WOUND CENTER. TOTAL GRANTS PAID: $11,911,300 X X 0 0 0 0 0 0 0 1 0 CLELIA BIAMONTI PHD EXECUTIVE DIRECTOR 322409 0 58457 0 1806 0 13091 0 19200 0 414963 0 0 0 KIMBERLY MYLER ASSIST. SECRETARY/DIR. FINANCE 196378 0 8019 0 1800 0 9798 0 19317 0 235312 0 0 0 LORIE MCDONALD DIRECTOR 182306 0 7597 0 607 0 14067 0 17997 0 222574 0 0 0 MARIANNE F DEVLIN DIRECTOR 178620 0 6899 0 2500 0 17150 0 15723 0 220892 0 0 0 KERRY MOWRY DIRECTOR 156116 0 5976 0 2164 0 5893 0 15359 0 185508 0 0 0 EILEEN S WEISS DIRECTOR 153651 0 6331 0 2164 0 7294 0 15359 0 184799 0 0 0 PART I, LINE 7 AMOUNTS IN PART II COLUMN B(II) REPRESENT BONUSES. THESE AMOUNTS WERE INCLUDED IN THE INDIVIDUALS' 2023 W-2'S. X 9 174139 FMV 0 0 0 PART I, COLUMN (B): AMOUNTS IN COLUMN B REPRESENT THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS THE FINANCIAL STATEMENTS ANNUALLY WITH THE AUDITORS. THEY ALSO REVIEW THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS AND A CONDITION OF OFFICE, EVERY TRUSTEE, OFFICER AND COMMITTEE MEMBER MUST COMPLETE AND FILE WITH THE BOARD OF TRUSTEES A QUESTIONNAIRE PROVIDED FULLY DISCLOSING ANY CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE ESTABLISHES THE COMPENSATION OF THE EXECUTIVE DIRECTOR, OTHER DIRECTORS AND KEY EMPLOYEES. THE PROCESS IS THEN REVIEWED BY THE COMPENSATION AND BENEFITS AREA OF THE ATLANTIC HEALTH SYSTEM'S HUMAN RESOURCES DEPARTMENT, UTILIZING COMPARABILITY DATA FROM AN OUTSIDE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 18 THE TAX RETURNS ARE AVAILABLE AT THE ORGANIZATION'S OFFICE UPON REQUEST. FORM 990 IS ALSO AVAILABLE ON THE IRS WEBSITE - HTTPS://APPS.IRS.GOV/APP/EOS/ AND GUIDESTAR (WWW.GUIDESTAR.ORG) FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST DURING NORMAL OFFICE HOURS OR CAN BE ACCESSED ON THE FOUNDATION'S WEBSITE AT: OVERLOOKFOUNDATION.ORG. FORM 990, PART XI, LINE 9: PRESENT VALUE ADJUSTMENT -33,213. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE THAT ASSUMES THE RESPONSIBILITY OF THE OVERSIGHT OF THE AUDIT. THE AUDIT COMITTEE REVIEWS THE FINANCIAL STATEMENT ANNUALLY WITH THE OUTSIDE AUDITORS. FOR FISCAL YEAR ENDED 6/30/24, THE ORGANIZATION HAS NOT CHANGED ITS OUTSIDE INDEPENDENT AUDITORS.