2025-10-15T11:37:25-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990EZ 2023-01-01 263776721 WINGATE LIVING EMPLOYEE EMERGENCY RELIEF FUND INC WING 7817079004 57 WELLS AVENUE SUITE 20 NEWTON MA 02459 JONATHAN SCHARF CLERK 7817079004 2025-10-13 1 0 KATARZYNA O PADZIK P02268641 7819821001 2025-10-13 2023 2025-03-06 01:10:19Z X X X N/A X X 0 X 0 13000 182 13182 -13182 21893 0 8711 21893 8711 21893 8711 0 0 21893 8711 X THE ORGANIZATION'S MISSION IS TO PROMOTE, ENRICH, AND ENHANCE THE HEALTH AND WELL-BEING OF CHILDREN, ADULTS, AND FAMILIES. ADDITIONALLY, THE ORGANIZATION AIMS TO ENRICH AND ENHANCE THE ECONOMIC WELL-BEING OF CHILDREN, ADULTS, AND FAMILIES OF LIMITED ECONOMIC RESOURCES THROUGH SUPPORT AND OFFERING ASSISTANCE IN THE FORM OF FINANCIAL GRANTS/VOUCHERS, SERVICES, AND GOODS. THE ORGANIZATION RAISES FUNDS FOR CHARITABLE PURPOSES AND IN CONNECTION THEREWITH TO MAKE GRANTS TO OTHER 501(C)(3) ORGANIZATIONS. TO PROMOTE, ENRICH AND ENHANCE THE HEALTH AND WELL BEING OF CHILDREN, ADULTS AND FAMILIES OF LIMITED ECONOMIC RESOURCES. 13000 0 SCOTT SCHUSTER PRESIDENT & DIRECTOR 0.10 0 0 0 BRIAN SWARTZ TREASURER & DIRECTOR 0.10 0 0 0 JONATHAN SCHARF CLERK & DIRECTOR 0.10 0 0 0 X 0 1 0 0 0 0 0 0 0 0 0 0 0 0 MA THE ORGANIZATION 57 WELLS AVENUE SUITE 20 NEWTON MA 02459 7817079004 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 424 21391 1466 180 0 23461 424 21391 1466 180 23461 16097 7364 23461 0.31390 0.29270 X WINGATE LIVING EMPLOYEE EMERGENCY RELIEF FUND, INC. (THE ORGANIZATION) IS A 501(C)(3) NONPROFIT ORGANIZATION FOUNDED IN 2008. INCORPORATED IN THE COMMONWEALTH OF MASSACHUSETTS, USA, HEADQUARTERED IN NEWTON, MA, USA. THE ORGANIZATION'S MISSION IS TO PROMOTE, ENRICH, AND ENHANCE THE HEALTH AND WELL-BEING OF CHILDREN, ADULTS, AND FAMILIES. ADDITIONALLY, THE ORGANIZATION AIMS TO ENRICH AND ENHANCE THE ECONOMIC WELL-BEING OF CHILDREN, ADULTS, AND FAMILIES OF LIMITED ECONOMIC RESOURCES THROUGH SUPPORT AND OFFERING ASSISTANCE IN THE FORM OF FINANCIAL GRANTS/VOUCHERS, SERVICES, AND GOODS. THE ORGANIZATION RAISES FUNDS FOR CHARITABLE PURPOSES AND IN CONNECTION THEREWITH TO MAKE GRANTS TO OTHER 501(C)(3) ORGANIZATIONS. THE ORGANIZATION QUALIFIES AS PUBLICLY SUPPORTED UNDER THE "FACTS AND CIRCUMSTANCES" TEST BASED ON THE FOLLOWING FACTS AND CIRCUMSTANCES: 1. THE ORGANIZATION'S PUBLIC SUPPORT PERCENTAGE FOR 2023 WAS 31.39%, WHICH IS ABOVE THE 10% THRESHOLD. 2. SINCE ITS FORMATION, THE ORGANIZATION HAS BEEN FUNDED THROUGH BROAD SOURCES OF SUPPORT (AS OPPOSED TO MEMBERS OF A SINGLE FAMILY OR ONLY A FEW DONORS). OVER THE LAST 15 YEARS SINCE INCEPTION, THE ORGANIZATION OPERATED TO RAISE FUNDS FROM THE GENERAL PUBLIC, CORPORATIONS, AND EMPLOYEES THROUGHOUT THE WINGATE HEALTHCARE, INC. / WINGATE SENIOR LIVING, LLC SENIOR LIVING PORTFOLIO ("SENIOR LIVING PORTFOLIO") OR OUTSIDE, SO LONG AS THE GRANTS CONTINUE TO CARRY OUT THE ORGANIZATIONS MISSION OF PROVIDING ASSISTANCE TO THOSE IN NEED. CONTRIBUTIONS TO THE ORGANIZATION DECREASED SIGNIFICANTLY DURING THE PAST FEW YEARS AS A RESULT OF THE COVID-19 PANDEMIC. AS A RESULT OF THE DECREASE IN CONTRIBUTIONS, THE 33 1/3% SUPPORT TEST WAS NOT MET FOR 2023 AND 2022. THE ORGANIZATION IS EVALUATING AVENUES TO INCREASE FUNDRASING EFFORTS AND DONATIONS FROM THE GENERAL PUBLIC TO CONTINUE MOVING THE ORGANIZATION'S MISSION FORWARD. GOVERNANCE IS ALSO EVALUATING THE BOARD, TO EXPLORE ADDITIONAL BOARD MEMBERS. 3. THE ORGANIZATION HAS A REPRESENTATIVE GOVERNING BODY. THE ORGANIZATION'S THREE BOARD MEMBERS REPRESENT THE BROAD INTERESTS OF THE PUBLIC RATHER THAN THE INTERESTS OF A LIMITED NUMBER OF DONORS TO THE ORGANIZATION. BOARD MEMBERS ARE ELECTED FOR THEIR EXPERIENCE AND EXPERTISE WITHIN (1) IMPORTANT PUBLIC SERVICE INDUSTRIES, SUCH AS HEALTHCARE, SENIOR LIVING, ETC.,(2) FUNDRAISING, GRANT GIVING, NON-PROFIT SECTOR, (3) BUSINESS, MARKETING OR ANY OTHER QUALIFIED EXPERIENCES THAT CAN BRING VALUE TO THE OVERALL MISSION THEY ALL SHARE - THE COMMON COMMITMENT TO THE ORGANIZATION'S MISSION TO ENHANCE THE ECONOMIC WELL-BEING OF CHILDREN, ADULTS, AND FAMILIES OF LIMITED ECONOMIC RESOURCES. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE GRANTS. GRANTEE NAME: VARIOUS EMPLOYEES. DATE OF GIFT: 06/20/23. AMOUNT GIVEN: 2,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE GRANTS. GRANTEE NAME: VARIOUS EMPLOYEES. DATE OF GIFT: 06/29/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE GRANTS. GRANTEE NAME: VARIOUS EMPLOYEES. DATE OF GIFT: 07/03/23. AMOUNT GIVEN: 2,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE GRANTS. GRANTEE NAME: VARIOUS EMPLOYEES. DATE OF GIFT: 07/27/23. AMOUNT GIVEN: 2,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE GRANTS. GRANTEE NAME: VARIOUS EMPLOYEES. DATE OF GIFT: 11/27/24. AMOUNT GIVEN: 2,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: EMPLOYEE GRANTS. GRANTEE NAME: VARIOUS EMPLOYEES. DATE OF GIFT: 12/11/24. AMOUNT GIVEN: 2,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 13,000. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BANK SERVICE FEES. AMOUNT: 182. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.