2025-04-21T10:25:38-05:00 2024-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 3001 SUMMER STREET 5TH FLOOR EAST STAMFORD CT 06905 990 2024-01-01 222894544 GREENWICH ADULT DAY CARE TRUST FUND GREE 2036220079 125 RIVER ROAD EXTENSION COS COB CT 06807 JOANN MCCARTHY TRUSTEE 2036220079 2025-04-21 1 1 EVA MRUK P00543254 2033232400 2025-04-07 2024 2025-03-06 01:10:19Z JOANN MCCARTHY 125 RIVER ROAD EXTENSION COS COB CT 06807 2011532 0 X N/A X 1988 CT TO SUPPORT GREENWICH ADULT DAY CARE AND ITS PROGRAMS BY MAINTAINING INVESTMENTS IN TRUST, AND DISTRIBUTING THE INCOME TO SUPPORT OPERATIONS. 4 4 0 4 0 0 635288 500000 0 0 65298 204125 0 0 700586 704125 0 135000 0 0 0 0 0 0 0 0 1443 0 136443 700586 567682 1634102 2195048 0 0 1634102 2195048 X THE TRUST MAINTAINS THE INVESTMENTS OF PERMANENTLY RESTRICTED NET ASSETS AND BOARD DESIGNATED RESERVES, THE INCOME FROM WHICH IS DISTRIBUTED TO GREENWICH ADULT DAY CARE, FOR THE PURPOSE OF PROVIDING ADULT DAY CARE AND RELATED SERVICES TO PERSONS NEEDING SUCH SERVICES LIVING IN OR NEAR THE TOWN OF GREENWICH. 0 0 135000 135000 0 THE TRUST MAINTAINS THE INVESTMENTS OF PERMANENTLY RESTRICTED NET ASSETS AND BOARD DESIGNATED RESERVES, THE INCOME FROM WHICH IS PAID OVER AND DISTRIBUTED TO GREENWICH ADULT DAY CARE, FOR THE PURPOSE OF PROVIDING ADULT DAY CARE AND RELATED SERVICES TO PERSONS NEEDING SUCH SERVICES LIVING IN OR NEAR THE TOWN OF GREENWICH. GREENWICH ADULT DAY CARE, INC.'S MISSION IS TO SUPPORT AND ENRICH THE QUALITY OF LIFE FOR SENIORS LIVING WITH AGE-RELATED NEEDS AND IMPAIRMENTS IN A SAFE AND NURTURING ENVIRONMENT. GADC PROVIDES: CUSTOMIZED DAY-TIME PROGRAMS AND SERVICES THAT STIMULATE INTELLECTUAL, PHYSICAL AND EMOTIONAL WELL-BEING; PROFESSIONAL MONITORING OF HEALTH AND PERSONAL CARE NEEDS; AND COUNSEL AND PEACE OF MIND FOR CAREGIVERS AND FAMILIES. 135000 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 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 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X JAIME RUGGIERO 2036220079 125 RIVER ROAD EXTENSION COS COB CT 06807 X JOANN MCCARTHY PRESIDENT 1.00 1.00 X X 0 0 0 DAN QUIGLEY TREASURER 1.00 1.00 X X 0 0 0 ROCCO NATALE SECRETARY 1.00 1.00 X X 0 0 0 ANTHONY DADDINO PERMANENT TRUSTEE 1.00 0.00 X 0 0 0 0 0 0 0 0 0 0 0 500000 500000 59578 59578 1451954 1307407 144547 144547 144547 704125 0 0 204125 135000 135000 1443 1443 136443 135000 1443 0 552231 181922 1081871 2013126 1634102 2195048 0 0 X 1208070 1713514 426032 481534 1634102 2195048 1634102 2195048 567682 -6736 0 X X 0 1 X 0 0 X X 1 GREENWICH ADULT DAY CARE INC 061066787 7 1 135000 0 1 135000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART I, LINE 12, COLUMN VI: GREENWICH ADULT DAY CARE TRUST FUND MANAGES INVESTMENTS IN TRUST FOR ITS SUPPORTED ORGANIZATION, GREENWICH ADULT DAY CARE, INC., WHICH PROVIDES CUSTOMIZED DAY-TIME PROGRAMS AND SERVICES THAT STIMULATE INTELLECTUAL, PHYSICAL, AND EMOTIONAL WELL-BEING FOR SENIORS LIVING WITH AGE-RELATED NEEDS AND IMPAIRMENTS. PART IV, SECTION C, LINE 1: CONTROL AND MANAGEMENT OF THE SUPPORTING ORGANIZATION IS VESTED IN THE SAME PERSONS THAT CONTROLS AND MANAGES THE SUPPORTED ORGANIZATION IN THAT TWO OUT OF THREE OF THE SUPPORTING ORGANIZATION'S TRUSTEES ARE DIRECTORS AND OFFICERS OF THE SUPPORTED ORGANIZATION, HOLDING THE POSITION OF PRESIDENT AND TREASURER. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1634102 500000 197389 135000 1443 2195048 907000 635288 91814 0 0 1634102 847923 125000 -15923 50000 0 907000 747719 0 100204 0 0 847923 939148 0 8571 200000 0 747719 0.78060 0.21940 0.00000 0 0 0 X PART V, LINE 4: THE BOARD-DESIGNATED AND PERMANENTLY RESTRICTED FUNDS PURPOSE IS TO PROVIDE LONG TERM SUPPORT FOR PROGRAMS OF GREENWICH ADULT DAY CARE, INC. PART X, LINE 2: THE ORGANIZATION IS INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS WHICH ARE ON DIFFERENT TAX YEAR. THE FOOTNOTE OF THE 6/30/23 CONSOLIDATED AUDITED FINANCIAL STATEMENTS DISCLOSED THAT THERE WERE NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. 1 GREENWICH ADULT DAY CARE INC RIVER HOUSE 125 RIVER ROAD EXT COS COB CT 068072556 061066787 501(C)(3) 135000 0 GENERAL OPERATING SUPPORT 1 0 PART I, LINE 2: THE ORGANIZATION GAVE A CONTRIBUTION TO A RELATED ORGANIZATION, GREENWICH ADULT DAY CARE, INC. GREENWICH ADULT DAY CARE TRUST FUND IS THE SUPPORTING ORGANIZATION OF GREENWICH ADULT DAY CARE, INC. THE TRUST AND THE RECIPIENT ORGANIZATION HAVE COMMON GOVERNANCE WHEREBY A MAJORITY OF THE TRUSTEES ARE ALSO DIRECTORS OF THE SUPPORTED ORGANIZATION; THEREFORE THE ORGANIZATION IS INHERENTLY ABLE TO ENSURE THE FUNDS ARE USED FOR THEIR INTENDED PURPOSES. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE TRUST HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM. A COMPLETE COPY IS DISTRIBUTED TO ALL TRUSTEES FOR THEIR REVIEW AND COMMENT. ANY QUESTIONS OR ISSUES ARE ADDRESSED BEFORE THE TRUSTEES APPROVE THE FORM 990 FOR FILING. FORM 990, PART VI, SECTION B, LINE 12 THE TRUST FOLLOWS THE CONFLICT OF INTEREST POLICY OF ITS SUPPORTED ORGANIZATION, GREENWICH ADULT DAY CARE, INC. WHICH REQUIRES ANNUAL DISCLOSURE OF CONFLICTS AND A CONFLICT DETERMINATION PROCESS BY THE BOARD OF TRUSTEES. ANY PERSONS WITH DETERMINED CONFLICTS ARE NOT PERMITTED TO VOTE OR BE A PART OF ANY DECISIONS ABOUT ANY SUCH TRANSACTIONS RELATING TO THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS ALSO POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE CONSOLIDATED FINANCIAL STATEMENTS AND TRUST AGREEMENT ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2B: THE TRUST IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS WITH ITS RELATED ORGANIZATION, GREENWICH ADULT DAY CARE, INC. WHILE THE RELATED ORGANIZATION OPERATES ON A FISCAL YEAR, THE FILING ORGANIZATION OPERATES ON CALENDAR YEAR. DESPITE THIS DIFFERENCE, BOTH ORGANIZATIONS ARE CONSOLIDATED FOR FINANCIAL REPORTING PURPOSES IN ACCORDANCE WITH ACCOUNTING STANDARDS. GREENWICH ADULT DAY CARE INC RIVER HOUSE 125 RIVER ROAD EXT COS COB CT 06807 061066787 ADULT DAY CARE CT 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0