CONCERN FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CONCERN FOUNDATION (EIN 23-7002878)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-22
- IRS object ID
- 202432969349301333
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-22T05:53:50-00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 834701792 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lewis Sharpstone & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5074 Tendilla Ave | AddressLine1Txt |
| City | Woodland Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91364 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237002878 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONCERN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONC | BusinessNameControlTxt |
| Phone | 3103606100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11111 WEST OLYMPIC BLVD STE 214 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEREK ALPERT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3103606100 | PhoneNum |
| Signature | 2024-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEWIS SHARPSTONE | PreparerPersonNm |
| PTIN | P02256953 | PTIN |
| Phone | 8185701960 | PhoneNum |
| Preparation | 2024-10-22 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DEREK ALPERT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11111 OLYMPIC BLVD SUITE 214 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,066,554 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CONCERNFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1968 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | CONCERN FOUNDATION DISTRIBUTES RESEARCH GRANTS WORLDWIDE TO FUND CANCER RESEARCH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 52 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 50 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $2,986,567 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,978,296 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,642 | PYInvestmentIncomeAmt |
| CY Investment Income | -$460,860 | CYInvestmentIncomeAmt |
| PY Other Revenue | $10,462 | PYOtherRevenueAmt |
| CY Other Revenue | $194,114 | CYOtherRevenueAmt |
| PY Total Revenue | $3,012,671 | PYTotalRevenueAmt |
| CY Total Revenue | $1,711,550 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $992,500 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,434,781 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $521,232 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $544,743 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $445,897 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $204,916 | PYOtherExpensesAmt |
| CY Other Expenses | $205,928 | CYOtherExpensesAmt |
| PY Total Expenses | $1,718,648 | PYTotalExpensesAmt |
| CY Total Expenses | $2,185,452 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,294,023 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$473,902 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,969,682 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,046,196 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,552,275 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,934,278 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,417,407 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,111,918 | NetAssetsOrFundBalancesEOYAmt |
| Mission | CONCERN FOUNDATION THE FOUNDATION DISTRIBUTES RESEARCH GRANTS WORLDWIDE TO FUND CANCER RESEARCH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,529,391 | ExpenseAmt |
| Grant | $1,434,781 | GrantAmt |
| Desc | TO RAISE AND DISTRIBUTE FUNDS TO SUPPORT PROMISING SCIENTIFIC LABORATORY WORK IN THE FIELD OF CANCER RESEARCH. THE FOUNDATION ALSO HOST TWO ANNUAL OUTREACH ACTIVITIES FOR CHILDREN STRUGGLING WITH CANCER IN OUR COMMUNITY. | Desc |
| Total Program Service Expenses | $1,529,391 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 52 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 50 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEREK ALPERT | PersonNm |
| Phone | 3103606100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11111 WEST OLYMPIC BLVD SUITE 214 | AddressLine1Txt |
| City | LOLS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90064 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (52 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DEREK ALPERT | ||||||
| PRESIDENT | 040.00 | Yes (X) | Yes (X) | $260,100 | $0 | $34,031 |
| LORENE GOLDMAN | ||||||
| BOARD CHAIRPERSON | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ILYSE TELLER | ||||||
| VICE CHAIRPERSON | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL FIRESTEIN | ||||||
| SECRETARY/LEGAL COUNCIL | 001.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIAN ANASTASIO | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| EDEN ANASTASIO | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| BILL BARNETT | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE BARNETT | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| HARVEY BEESEN | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY BLECKER | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| SHELBY BLECKER | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| BARRY BRUCKER | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| SUE BRUCKER | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN CARROLL | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| LEXY CARROLL | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| JACLYN ROSENSON CLIFFORD | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY EISENSTADT | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID ENTIN | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE FORTNER | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE FREED | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| JIM FREEDMAN | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| MARNI GLICK | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| BOB GOLDMAN | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| ALIZA GOLDSMITH | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| JACKIE GOTTLIEB | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| FARHAD HANASAB | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| CAROLINE HANASAB | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| MATT HIRSCH | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| IVAN KALLICK | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| ALLIE LEHRMAN | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| MAX LISZT | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| LATIMER LORENZ | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE MASSI | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC MASSI | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| IAN METROSE | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| LAURI METROSE | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK MOTTEK | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| JESSICA NICASTRO | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| WENDY NOGRADI | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| BETTIN TENDLER O'MARA | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY OTELSBERG | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| RICK POWELL | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| DEBBIE POWELL | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| LAURIE RESCH | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| LORI RUBIN | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| DANA SCHWARTZ | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE TELLER | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| COURTNEY TELLER | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE ULLMAN | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN HIRSCH WOHL | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| MYRA ZIMMERMAN | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| BRAD SHAMES | ||||||
| BOARD MEMBER | 001.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $260,100 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $34,031 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $1,738,123 | FundraisingAmt |
| Government Grants | $110,424 | GovernmentGrantsAmt |
| All Other Contributions | $129,749 | AllOtherContributionsAmt |
| Noncash Contributions | $140,559 | NoncashContributionsAmt |
| Total Contributions | $1,978,296 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $220,997 | TotalRevenueColumnAmt |
| Exclusion | $220,997 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,067,325 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,749,182 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$681,857 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$681,857 | TotalRevenueColumnAmt |
| Exclusion | -$681,857 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $614,032 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,738,123 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $605,822 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,210 | TotalRevenueColumnAmt |
| Exclusion | $8,210 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $185,904 | TotalRevenueColumnAmt |
| Exclusion | $185,904 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $185,904 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,711,550 | TotalRevenueColumnAmt |
| Exclusion | -$266,746 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,164,781 | TotalAmt |
| Program Services | $1,164,781 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,000 | TotalAmt |
| Program Services | $270,000 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,131 | TotalAmt |
| Program Services | $47,061 | ProgramServicesAmt |
| Fundraising | $247,070 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,944 | TotalAmt |
| Program Services | $22,171 | ProgramServicesAmt |
| Management And General | $98,994 | ManagementAndGeneralAmt |
| Fundraising | $68,779 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,001 | TotalAmt |
| Program Services | $478 | ProgramServicesAmt |
| Management And General | $954 | ManagementAndGeneralAmt |
| Fundraising | $1,569 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,441 | TotalAmt |
| Program Services | $5,026 | ProgramServicesAmt |
| Management And General | $10,234 | ManagementAndGeneralAmt |
| Fundraising | $13,181 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,226 | TotalAmt |
| Program Services | $3,976 | ProgramServicesAmt |
| Management And General | $8,066 | ManagementAndGeneralAmt |
| Fundraising | $17,184 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,910 | TotalAmt |
| Management And General | $29,910 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,934 | TotalAmt |
| Management And General | $35,934 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,186 | TotalAmt |
| Management And General | $2,186 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $792 | TotalAmt |
| Program Services | $114 | ProgramServicesAmt |
| Management And General | $172 | ManagementAndGeneralAmt |
| Fundraising | $506 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,574 | TotalAmt |
| Program Services | $2,395 | ProgramServicesAmt |
| Management And General | $3,598 | ManagementAndGeneralAmt |
| Fundraising | $10,581 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,745 | TotalAmt |
| Program Services | $3,431 | ProgramServicesAmt |
| Management And General | $5,155 | ManagementAndGeneralAmt |
| Fundraising | $15,159 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,200 | TotalAmt |
| Program Services | $7,109 | ProgramServicesAmt |
| Management And General | $10,681 | ManagementAndGeneralAmt |
| Fundraising | $31,410 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,287 | TotalAmt |
| Program Services | $475 | ProgramServicesAmt |
| Management And General | $714 | ManagementAndGeneralAmt |
| Fundraising | $2,098 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $859 | TotalAmt |
| Program Services | $124 | ProgramServicesAmt |
| Management And General | $186 | ManagementAndGeneralAmt |
| Fundraising | $549 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,213 | TotalAmt |
| Program Services | $1,187 | ProgramServicesAmt |
| Management And General | $1,783 | ManagementAndGeneralAmt |
| Fundraising | $5,243 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| BANK AND MERCHANT FEES | $27,872 | $27,872 | ||
| EQUIPMENT MAINTENANCE | $7,356 | $4,696 | $1,063 | $1,597 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,185,452 | TotalAmt |
| Program Services | $1,529,391 | ProgramServicesAmt |
| Management And General | $210,164 | ManagementAndGeneralAmt |
| Fundraising | $445,897 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $364,699 | BOYAmt |
| EOY | $417,167 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,174 | BOYAmt |
| EOY | $182,817 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $771,076 | BOYAmt |
| EOY | $895,713 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $977,722 | BOYAmt |
| EOY | $820,378 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,329 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $25,734 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,935 | BOYAmt |
| EOY | $3,595 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,475,483 | BOYAmt |
| EOY | $7,445,027 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,639 | BOYAmt |
| EOY | $71,816 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,954 | BOYAmt |
| EOY | $209,683 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,969,682 | BOYAmt |
| EOY | $10,046,196 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,333 | BOYAmt |
| EOY | $82,591 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $792,500 | BOYAmt |
| EOY | $949,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $689,442 | BOYAmt |
| EOY | $902,687 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,552,275 | BOYAmt |
| EOY | $1,934,278 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,075,928 | BOYAmt |
| EOY | $5,803,723 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,341,479 | BOYAmt |
| EOY | $2,308,195 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,417,407 | BOYAmt |
| EOY | $8,111,918 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,969,682 | BOYAmt |
| EOY | $10,046,196 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$473,902 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,168,413 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,908,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,899,645 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,691,254 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,986,567 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,978,296 | CurrentTaxYearAmt |
| Total | $12,463,910 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,908,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,899,645 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,691,254 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,986,567 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,978,296 | CurrentTaxYearAmt |
| Total | $12,463,910 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,169,892 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,294,018 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $105,099 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $71,819 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $268,007 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $137,983 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $220,997 | CurrentTaxYearAmt |
| Total | $803,905 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $8,210 | CurrentTaxYearAmt |
| Total | $8,210 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $93,193 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,871 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,789 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,817 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $185,904 | CurrentTaxYearAmt |
| Total | $366,574 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,642,599 | TotalSupportAmt |
| Public Support CY170 | 0.82780 | PublicSupportCY170Pct |
| Public Support PY170 | 0.83570 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,995,471 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $202,922 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $202,922 | OtherExpendituresAmt |
| End Year Balance | $1,995,471 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,995,471 | BeginningYearBalanceAmt |
| End Year Balance | $1,995,471 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,995,471 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $142,916 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $142,916 | OtherExpendituresAmt |
| End Year Balance | $1,995,471 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,920,364 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $115,403 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $40,296 | OtherExpendituresAmt |
| End Year Balance | $1,995,471 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,920,365 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $72,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $72,000 | OtherExpendituresAmt |
| End Year Balance | $1,920,365 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,329 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,734 | DepreciationAmt |
| Book Value | $3,595 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,595 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal income taxes | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,844,029 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,168,413 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $1,168,413 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,675,616 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $35,934 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $35,934 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,711,550 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,149,518 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,149,518 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $35,934 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $35,934 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,185,452 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| X 2 | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501C3 OF THE INTERNAL REVENUE CODE, AND IS EXEMPT FROM CALIFORNIA FRANCHISE TAXES UNDER SECTION 23701D OF THE STATE REVENUE AND TAXATION CODE. THE FOUNDATION FILES INTERNAL REVENUE SERVICE FORM 990 AND STATE FORMS 199 AND RRF-1. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA PROVIDE ACCOUNTING AND DISCLOSURE GUIDANCE ABOUT POSITIONS TAKEN BY AN ORGANIZATION IN ITS TAX RETURNS THAT MIGHT BE UNCERTAIN. THE FOUNDATION RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. MANAGEMENT OF THE FOUNDATION DOES NOT BELIEVE THE FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. |
| V 4 | EARNINGS FROM THE MYNDA COHN/JENSEN MEMORIAL FUND ARE USED TO REIMBURSE THE FOUNDATION FOR GENERAL AND ADMINISTRATIVE EXPENSES. EARNINGS FROM THE STERIC FUND ARE USED TO REIMBURSE EXPENSES RELATED TO THE SCIENTIFIC REVIEW COMMITTEE MEETINGS HELD IN LOS ANGELES, CALIFORNIA, INCLUDING AIRLINE TICKETS, HOTEL ROOMS, LOCAL TRANSPORTATION AND OUT OF POCKET EXPENSES INCURRED BY THE SCIENTISTS RELATING TO THEIR WORK AS PART OF THE REVIEW COMMITTEE. EARNINGS FROM THE WILBUR S. SCHWARTZ FUND ARE TO BE USED TO PAY FOR AWARDS, SCHOLARSHIPS, FELLOWSHIPS, SYMPOSIA AND/OR LECTURES. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| Middle East and North Africa | PROGRAM | FUNDING OF RESEARCH LAB | $210,000 |
| Europe Including Iceland and Greenland | PROGRAM | FUNDING OF RESEARCH LAB | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $270,000 | SubtotalSpentAmt |
| Total Spent | $270,000 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Middle East and North Africa | FUNDRING RESEARCH LAB IN ISRAEL | $210,000 | WIRE |
| Europe Including Iceland and Greenland | FUNDING RESEARCH LAB IN ITALY | $60,000 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 2 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 2 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION UTILIZES A WELL QUALIFIED SCIENTIFIC REVIEW COMMITTEE TO MONITOR THE USE OF ITS GRANTS, FOREIGN AND DOMESTIC. ALL RECIPIENTS ARE ASKED TO RETURN PAYMENT VERIFICATIONS AND THE GRANTS ARE MONITORED THROUGH YEARLY PROGRESS/COMPLETION REPORTS THAT GET SUBMITTED TO THE REVIEW COMMITTEE AND THEY LET THE FOUNDATION KONW IF THERE ARE ANY ISSUES. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BLOCK PARTY | Event1Nm |
| Gross Receipts Event1 | $2,094,524 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $1,523,322 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $571,202 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $367,386 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $23,685 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $21,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $159,131 | OtherDirectExpensesEvent1Amt |
| Event2 | LA MARATHON | Event2Nm |
| Gross Receipts Event2 | $214,801 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $214,801 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $13,766 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $42,830 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $42,830 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $12,302 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $8,552 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,352,155 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,738,123 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $614,032 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $379,688 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $23,685 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $21,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $181,449 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $605,822 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $8,210 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| CHILDREN'S HOSPITAL LOS ANGELES USC | ||||||
| 4650 SUNSET BLVD MS 29 | LOS ANGELES | CA | 90027 | 501C3 | $225,000 | FLIP-FLOPPING OF FUSION-POSITIVE RHABDOMYOSARCOMA LEADING TO METASTATIC INVASION |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||
| 1441 EASTLAKE AVE STE 8302 | LOS ANGELES | CA | 90089 | 501C3 | $100,000 | ETHNIC DIFFERENCES AMONG BREAST CANCER PATIENT IMMUNE RESPONSES |
| UNIVERSITY OF MICHIGAN | ||||||
| 3003 S STATE ST | ANN ARBOR | MI | 481091274 | 501C3 | $60,000 | REGULATING JAK-STAT SIGNALING PATHWAYS TO ENHANCE T CELL IMMUNOTHERAPY |
| BRIGHAM AND WOMEN'S HOSPITALHARVARD MEDICAL SCHOOL | ||||||
| 75 FRANCIS ST | BOSTON | MA | 02215 | 501C3 | $60,000 | OVERCOMING PARP INHIBITOR RESISTANCE BY MODULATING TUMOR ASSOCIATED MACROPHAGES TO ENHANCE T CELL ACTIVATION |
| BECKMAN RESEARCH INSTITUTE OF CITY OF HOPE | ||||||
| 1500 E DUARTE RD | DUARTE | CA | 91010 | 501C3 | $60,000 | TARGETING THE LONG ISOFORM OF THE PROLACTIN RECEPTOR IN B CELL MALIGNANCIES |
| WASHINGTON UNIVERSITY SCHOOL OF MEDICINE IN ST LOUIS | ||||||
| 700 ROSEDALE | ST LOUIS | MO | 63112 | 501C3 | $60,000 | INVESTIGATE THE TUMOR SUPPRESSIVE ROLE OF ARID HOMOLOGS IN MELANOMA |
| CHILDREN'S HOSPITAL LOS ANGELES USC | ||||||
| 4650 SUNSET BLVD MS 29 | LOS ANGELES | CA | 90027 | 501C3 | $60,000 | FLIP-FLOPPING OF FUSION-POSITIVE RHABDOMYOSARCOMA LEADING TO METASTATIC INVASION |
| THE UNIVERSITY OF ILLINOIS AT CHICAGO | ||||||
| 809 S MARSHFIELD AVE M/C 551 | CHICAGO | IL | 60612 | 501C3 | $60,000 | REGULATION OF MECHANOSURVEILLANCE BY K HANDLING DURING BREAST CANCER METASTASIS |
| UNIVERSITY OF UTAH | ||||||
| 201 S PRESIDENTS CIR RM 406 | SALT LAKE CITY | UT | 841129020 | 501C3 | $60,000 | TENASCIN-C IN EARLY LUNG CANCER INVASION |
| NYU GROSSMAN SCHOOL OF MEDICINE | ||||||
| ONE PARK AVE 6TH FLOOR | NY | NY | 10016 | 501C3 | $60,000 | DISCOVERING AND TARGETING COQ10 SYNTHESIS IN PANCREATIC CANCER |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||
| 1441 EASTLAKE AVE STE 8302 | LOS ANGELES | CA | 90089 | 501C3 | $60,000 | EXPANSION OF THE ADOLESCENT AND YOUNG ADULT CANCER PROGRAM AT USC |
| PURDUE UNIVERSITY | ||||||
| 2550 NORTHWESTERN AVE SUITE 1900 | WEST LAFAYETTE | IN | 479061332 | 501C3 | $60,000 | THE ROLE OF PP2A IN REGULATING PDAC METHUOSIS |
| THE LUNDQUIST INSTITUTE AT HARBOR-UCLA MEDICAL CENTER | ||||||
| 1124 WEST CARSON ST MRL 4TH FLOOR A | TORRANCE | CA | 90502 | 501C3 | $60,000 | INVESTIGATING NOVEL SIGNALING CIRCUITS CONTROLLING PDL1 SURFACE LOCALIZATION IN CANCER CELLS. |
| CEDARS SINAI | ||||||
| 6500 WILSHIRE BLVD STE 1600 | LOS ANGELES | CA | 90048 | 501C3 | $50,000 | U-GROW PROGRAM |
| SHARSHERET | ||||||
| 1086 TEANECK ROAD SUITE 2G | TEANECK | NJ | 07666 | 501C3 | $25,000 | BUSY BOX AND THRIVING AGAIN KITS |
| PROVIDENCE | ||||||
| 501 S BUENA VISTA ST | BURBANK | CA | 91505 | 501C3 | $25,000 | UROLOGIC ONCOLOGY PROGRAMS AT THE DISNEY CANCER CENTER |
| CHLA SUMMER ONCOLOGY | ||||||
| 4650 WEST SUNSET BOULEVARD | LOS ANGELES | CA | 90027 | 501C3 | $25,000 | SUMMER ONCOLOGY RESEARCH FELLOWSHIP |
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||
| 1441 EASTLAKE AVE STE 8302 | LOS ANGELES | CA | 90089 | 501C3 | $23,500 | EXPANSION OF THE ADOLESCENT AND YOUNG ADULT CANCER PROGRAM AT USC |
| CEDARS SINAI | ||||||
| 6500 WILSHIRE BLVD STE 1600 | LOS ANGELES | CA | 90048 | 501C3 | $20,000 | WELLNESS, RESILIENCE, AND SURVIVORSHIP PROGRAM |
| CITY OF HOPE | ||||||
| 1500 E DUARTE ROAD | DUARTE | CA | 91010 | 501C3 | $9,000 | PANCREATIC DUCTAL ADENOCARCINOMA- COLLECTING PLASMA WITH PANCREATIC CANCER AND THOSE IN HIGH RISK OF DEVELOPING THE DISEASE |
| HOPE FOR HENRY | ||||||
| 2440 WISCONSIN AVE NW SUITE 201 | WASHINGTON | DC | 20007 | 501C3 | $2,281 | EXPANSION OF THE HOPE FOR HENRYS HIGH-IMPACT AND IN-DEMAND SUPER REWARDS FOR SUPER KIDS PROGRAM TO ONE NEW HOSPITAL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 21 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 2 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION UTILIZES A WELL QUALIFIED SCIENTIFIC REVIEW COMMITTEE TO MONITOR THE USE OF ITS GRANTS, FOREIGN AND DOMESTIC. ALL RECIPIENTS ARE ASKED TO RETURN PAYMENT VERIFICATIONS AND THE GRANTS ARE MONITORED THROUGH YEARLY PROGRESS/COMPLETION REPORTS THAT GET SUBMITTED TO THE REVIEW COMMITTEE AND THEY LET THE FOUNDATION KNOW IF THERE ARE ANY ISSUES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEREK ALPERT | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $220,992 | BaseCompensationFilingOrgAmt |
| Bonus Filing Organization | $35,508 | BonusFilingOrganizationAmount |
| Other Compensation Filing Org | $3,600 | OtherCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $5,202 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $28,829 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $294,131 | TotalCompensationFilingOrgAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part 1 Line 7 | THE PRESIDENTS BONUS IS BASED UPON PERFORMANCE AND IS PARTLY FORMULAIC AND PARTLY DISCRETIONARY. THE ANNUAL BONUS, IF ANY, IS APPROVED BY THE COMPENSATION COMMITTEE. |
| Part II Line 1 | COLUMN Biii. THIS ITEM REPRESENTS THE PRESIDENTS CAR ALLOWANCE. |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 142 | ContributionCnt |
| Noncash Contributions Rpt F990 | $140,559 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AUCTION WINNING BID PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I Line 25 | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF SILENT AUCTION ITEMS DONATED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (21 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | BOARD MEMBERS BILL BARNETT AND ANNE BARNETT ARE HUSBAND AND WIFE. |
| Form 990, Part IV, Section A, Line 2 | BOARD MEMBERS SHELBY BLECKER AND NANCY BLECKER ARE HUSBAND AND WIFE. |
| Form 990, Part IV, Section A, Line 2 | BOARD MEMBERS BARRY BRUCKER AND SUE BRUCKER ARE HUSBAND AND WIFE. |
| Form 990, Part IV, Section A, Line 2 | BOARD MEMBERS JOHN CARROLL AND LEXY CARROLL ARE HUSBAND AND WIFE. |
| Form 990, Part IV, Section A, Line 2 | BOARD MEMBERS BOB GOLDMAN AND LORENE GOLDMAN ARE HUSBAND AND WIFE. |
| Form 990, Part IV, Section A, Line 2 | BOARD MEMBERS IAN METROSE AND LAURI METROSE ARE HUSBAND AND WIFE. |
| Form 990, Part IV, Section A, Line 2 | BOARD MEMBERS RICK POWELL AND DEBBIE POWELL ARE HUSBAND AND WIFE. |
| Form 990, Part IV, Section A, Line 2 | BOARD MEMBERS STEVE TELLER AND ILYSE TELLER ARE HUSBAND AND WIFE. |
| Form 990, Part IV, Section A, Line 2 | BOARD MEMBERS MICHELLE MASSI AND ERIC MASSI ARE HUSBAND AND WIFE. |
| Form 990, Part IV, Section A, Line 2 | BOARD MEMBERS FARHAD HANASAB AND CAROLINE HANASAB ARE HUSBAND AND WIFE. |
| Form 990, Part IV, Section A, Line 2 | BOARD MEMBERS STEVE TELLER AND ILYSE TELLER ARE PARENTS AND COURTNEY TELLER IS THEIR DAUGHTER. |
| Form 990, Part VI, Section B, Line 11B | THE CEO AND AUDIT COMMITTEE REVIEWS A DRAFT OF FORM 990 AND APPROVES IT. COPIES OF THE FINAL DOCUMENT ARE THEN FORWARDED TO THE EXECUTIVE COMMITTEE AND TO THE ENTIRE BOAD OF DIRECTORS PRIOR TO FILING. |
| Form 990, Part VI, Section B, Line 12C | AT THE FIRST BOARD MEETING OF EACH CALENDAR YEAR, THE BOARD MEMBERS ARE REMINDED OF THEIR OBLIGATION RELATED TO THE ORGANIZATIONS CONFLICT OF INTEREST POLICY AND AFFIRM NONE OR ADVISE ANY. SAME FOR NEW BOARD MEMBERS, WHO ARE INFORMED OF THE CONFLICT OF INTEREST POLICY WHEN THEY JOIN THE BOARD AND AFFIRM NONE OR ADVISE ANY. |
| Form 990, Part VI, Section B, Line 15A | SALARIES AND BONUSES IF ANY ARE DISCUSSED AND APPROVED BY THE BOARD CHAIR AND MEMBERS OF THE AUDIT AND FINANCE COMMITTEES. THE COMMITTEES DO RESEARCH OF PUBLICLY AVAILABLE DATA IN ORDER TO REACH THEIR DECISIONS. |
| Form 990, Part VI, Section C, Line 19 | CONCERN FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Form 990, Part XI, Line 2C | THE ORGANIZATIONS AUDIT COMMITTEE ASSUMES OVERSIGHT OVER THE AUDIT PROCESS AND REVIEWS AND APPROVES THE AUDIT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| Form 990, Part VI, Section B, Line 15B | THIS IS CHECKED NO BECAUSE THERE ARE NO OTHER APPLICABLE INDIVIDUALS TO WHICH THIS QUESTION APPLIES. |
| Form 990, Part IV, Section A, Line 2 | BOARD MEMBERS SUSAN HIRSCH WOHL IS A PARENT AND MATT HIRSCH IS HER SON. |
| Form 990, Part IV, Section A, Line 2 | BOARD MEMBERS RICK POWELL AND NANCY EISENSTADT ARE SIBLINGS. |
| Form 990, Part IV, Section A, Line 2 | PRESIDENT, DEREK ALPERT IS THE PARENT OF BOARD MEMBER JESSICA NICASTRO. |
| Form 990, Part IV, Section A, Line 2 | BRIAN ANASTASIO AND EDEN ANASTASIO ARE MARRIED. |