2026-07-10T09:25:51-05:00 2025-08-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2024-09-01 822752694 AES CRESTWOOD FOUNDATION INC AESC 9143378760 465 WESTCHESTER AVENUE YONKERS NY 10707 JEFF GALLOTTA TREASURER 9143378760 2026-07-10 1 1 TRACY CAI P01959755 9143818900 2026-06-24 2024 2025-03-06 01:10:19Z NEIL SCANLON 465 WESTCHESTER AVENUE YONKERS NY 10707 301974 0 X N/A X 2017 NY FUNDRAISING FOR THE BENEFIT OF ANNUNCIATION SCHOOL 11 11 0 11 0 0 246747 151023 0 0 30923 41170 27960 0 305630 192193 50000 60000 0 0 0 0 0 0 0 18966 21165 68966 81165 236664 111028 1152588 1351996 2857 5737 1149731 1346259 THE AES CRESTWOOD FOUNDATION'S MISSION IS TO PROVIDE FINANCIAL SUPPORT TO ANNUNCIATION SCHOOL SO THAT WE MAY CONTINUE THE PROMISE OF AN EXCELLENT CATHOLIC EDUCATION FOR GENERATIONS TO COME. 0 0 60000 60000 0 FUNDRAISING FOR THE BENEFIT OF ANNUNCIATION SCHOOL IS HANDLED BY THE FOUNDATION, WHICH ENSURES THAT DONATIONS ARE UTILIZED TO SUSTAIN AND EXPAND EXISTING PROGRAMS, CREATE INNOVATIVE NEW INITIATIVES, KEEP TUITION AFFORDABLE AND ENSURE THAT ANNUNCIATION SCHOOL CONTINUES TO BE A LEADER IN CATHOLIC EDUCATION. 60000 1 1 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 1 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 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NY X X JEFF GALLOTTA 9143378760 465 WESTCHESTER AVENUE YONKERS NY 10707 X JOHN CONLON PRESIDENT 2.00 X X 0 0 0 REBECCA KERRIGAN VICE PRESIDENT 2.00 X X 0 0 0 BRIAN GILCHRIST SECRETARY 2.00 X X 0 0 0 JEFF GALLOTTA TREASURER 2.00 X X 0 0 0 PAUL COSTIGLIO DIRECTOR 1.00 X 0 0 0 SHEILA KELLY DIRECTOR 1.00 X 0 0 0 MICHELLE LARKIN DIRECTOR 1.00 X 0 0 0 THOMAS MCSHANE DIRECTOR 1.00 X 0 0 0 CAITLYN MARTYN DIRECTOR 1.00 X 0 0 0 JOE PUGLIA DIRECTOR 1.00 X 0 0 0 REGINA SAAKE DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 151023 10437 151023 38153 38153 112798 109781 3017 3017 3017 192193 0 0 41170 60000 60000 6433 6433 13852 13852 880 880 81165 60000 21165 0 40080 50358 117508 133239 995000 1168399 1152588 1351996 2857 5737 2857 5737 X 1149731 1346259 0 0 1149731 1346259 1152588 1351996 111028 85500 0 X X 1 X 0 1 0 X 205881 116488 145044 246747 151023 865183 205881 116488 145044 246747 151023 865183 86807 778376 10011 16756 21240 31712 38153 117872 0 0 0 27960 0 27960 1011015 0.76990 0.76120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: THE FOUNDATION RECOGNIZES THE EFFECT OF TAX POSITIONS ONLY WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. PERIODS SINCE 2022 REMAIN SUBJECT TO EXAMINATION BY THE FEDERAL, STATE AND LOCAL INCOME TAX AUTHORITIES. 1 ANNUNCIATION SCHOOL 465 WESTCHESTER AVENUE CRESTWOOD NY 10707 131740133 501(C)(3) 60000 0 GENERAL OPERATING SUPPORT 1 0 PART I, LINE 2: THE FOUNDATION RECEIVES A FORMAL DONATION REQUEST FROM THE SCHOOL'S PRINCIPAL AT THE END OF EACH SCHOOL YEAR FOR THE SUBSEQUENT SCHOOL YEAR. THE FOUNDATION BOARD DELIBERATES AND DECIDES ON APPROVAL OF THE FUNDING AMOUNT. A PROPOSAL REPORT OR PRESENTATION IS MADE TO THE BOARD ANNUALLY TO SHOW THE SCHOOL'S INTENDED USE OF THE DONATION. FORM 990, PART VI, SECTION B, LINE 11B AES CRESTWOOD FOUNDATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY MANAGEMENT AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE BOARD FOR APPROVAL. ONCE THE BOARD HAS APPROVED THE RETURN IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING COMMITTEE DELEGATED POWERS MUST ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY; B. HAS READ AND UNDERSTANDS THE POLICY; C. HAS AGREED TO COMPLY WITH THE POLICY; AND D. UNDERSTANDS THE ORGANIZATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE MEMBERS OF COMMITTEES WITH DELEGATED GOVERNING POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. PROCEDURES FOR ADDRESSING CONFLICTS OF INTEREST: A) AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B) THE CHAIRPERSON OF THE GOVERNING COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C) AFTER EXERCISING DUE DILIGENCE, THE GOVERNING COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. D) IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. 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 ALSO POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BYLAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE REVIEW OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.