ALZHEIMERS DRUG DISCOVERY FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ALZHEIMERS DRUG DISCOVERY FOUNDATION (EIN 20-1082179)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349323979
- Schema version
- 2021v4.1
- 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
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T14:13:33-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133274930 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bencivenga Ward & Co CPAs PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 Columbus Ave Ste 304 | AddressLine1Txt |
| City | Valhalla | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10595 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201082179 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALZHEIMERs DRUG DISCOVERY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALZH | BusinessNameControlTxt |
| Phone | 2129018000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 WEST 57TH ST 904 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD FILLIT MD | PersonNm |
| Person Title | FOUNDING EXEC DIR | PersonTitleTxt |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HOWARD FILLIT | PersonFirstNm |
| Person Last | MD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Leonard J Bencivenga CPA | PreparerPersonNm |
| PTIN | P00116788 | PTIN |
| Phone | 9147695005 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HOWARD FILLIT MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 WEST 57TH ST 904 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $53,782,577 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.AlzDiscovery.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | ACCELERATE THE DISCOVERY OF DRUGS TO PREVENT AND TREAT ALZHEIMER'S DISEASE AND RELATED DEMENTIAS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 37 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $21,163,991 | PYContributionsGrantsAmt |
| CY Contributions Grants | $41,612,740 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,851,451 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,141,360 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,230,614 | PYInvestmentIncomeAmt |
| CY Investment Income | $206,491 | CYInvestmentIncomeAmt |
| PY Other Revenue | $385,294 | PYOtherRevenueAmt |
| CY Other Revenue | $2,076,513 | CYOtherRevenueAmt |
| PY Total Revenue | $27,631,350 | PYTotalRevenueAmt |
| CY Total Revenue | $53,037,104 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $24,801,068 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $31,052,095 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,436,212 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,336,138 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $708,278 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,014,629 | PYOtherExpensesAmt |
| CY Other Expenses | $1,737,943 | CYOtherExpensesAmt |
| PY Total Expenses | $28,251,909 | PYTotalExpensesAmt |
| CY Total Expenses | $37,126,176 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$620,559 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $15,910,928 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $97,381,722 | TotalAssetsBOYAmt |
| Total Assets EOY | $116,420,075 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $48,101,158 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,378,402 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $49,280,564 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $64,041,673 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ACCELERATE THE DISCOVERY OF DRUGS TO PREVENT AND TREAT ALZHEIMER'S DISEASE AND RELATED DEMENTIAS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $36,417,898 | ExpenseAmt |
| Grant | $31,052,095 | GrantAmt |
| Revenue | $9,141,360 | RevenueAmt |
| Desc | EXEMPT PURPOSE ACHIEVEMENT IS TO ACCELERATE THE DISCOVERY OF DRUGS TO PREVENT AND TREAT ALZHEIMER'S DISEASE AND RELATED DEMENTIAS THROUGH THE GRANTING OF FUNDS TO ORGANIZATIONS AND THE SPONSORSHIP OF CONFERENCES THAT BRING TOGETHER ACADEMIC AND BIO TECHNOLOGY SCIENTISTS CONDUCTING DRUG DISCOVERY RESEARCH IN THE FIELD OF ALZHEIMER'S DISEASE AND RELATED DEMENTIAS. | Desc |
| Total Program Service Expenses | $36,417,898 | 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 | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | 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 | Yes (true) | 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 | 29 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 37 | 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 |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| 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 | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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 | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | 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 | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN HARRIS | PersonNm |
| Phone | 2129018000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 57 West 57th St | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10595 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| HOWARD FILLIT MD | |||||||
| FOUNDING EX DIR | 36.00 | 4.00 | Yes (X) | Yes (X) | $608,395 | $32,021 | $224,145 |
| MARK ROITHMAYR | |||||||
| CEO | 16.00 | 24.00 | Yes (X) | $369,658 | $221,795 | $207,008 | |
| JANIE SHISSLER | |||||||
| SCIENTIST | 40.00 | 0.00 | $298,403 | $0 | $104,441 | ||
| MARK FORMAN | |||||||
| SCIENTIST | 40.00 | 0.00 | $282,839 | $0 | $98,994 | ||
| KAREN HARRIS | |||||||
| CFO | 20.00 | 20.00 | Yes (X) | $110,180 | $110,180 | $77,126 | |
| SHOBHA PRUSHOTHAMA | |||||||
| SCIENTIST | 40.00 | 0.00 | $211,734 | $0 | $74,107 | ||
| GIORGIO ZEOLLA | |||||||
| DIRECTOR | 20.00 | 20.00 | $94,247 | $94,247 | $65,972 | ||
| LEONARD A LAUDER | |||||||
| Co-Chair / Gov | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RONALD S LAUDER | |||||||
| Co-Chair / Gov | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LAURENCE C LEEDS Jr | |||||||
| GOVERNOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERTA DIAZ BRINTON | |||||||
| GOVERNOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY CORZINE | |||||||
| GOVERNOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BEATRIZ IIIESCAS | |||||||
| GOVERNOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SALLY SUSMAN | |||||||
| GOVERNOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RANDAL SANDLER | |||||||
| VICE CHAIR/GOV | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BONNIE PFEIFER EVANS | |||||||
| Governor | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID WEINREB | |||||||
| GOVERNOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ALICE SHURE | |||||||
| Governor | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT A BELFER | |||||||
| GOVERNOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MEL GOODES | |||||||
| GOVERNOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PAULA ZAHN | |||||||
| GOVERNOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY GOODES | |||||||
| GOVERNOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS F MCWILLIAMS | |||||||
| GOVERNOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LANNY EDELSOHN MD | |||||||
| GOVERNOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MIIA KIVIPELTO | |||||||
| GOVERNOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GARY M LAUDER | |||||||
| GOVERNOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS SMITH JR | |||||||
| GOVERNOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD MOHS PHD | |||||||
| GOVERNOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SANDRA DAY O'CONNOR | |||||||
| GOVERNOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SHARON SAGER | |||||||
| GOVERNOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,975,456 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $458,243 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $851,793 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BEACON HILL STAFFING GROUP LLC | |||||
| PO BOX 846193 | BOSTON | MA | 02284 | RECRUITMENT | $141,549 |
| MCDERMOTT & BULL LLC | |||||
| 2 VENTURE SUITE 100 | IRVINE | CA | 92618 | RECRUITMENT | $118,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,115,709 | FundraisingAmt |
| All Other Contributions | $39,497,031 | AllOtherContributionsAmt |
| Noncash Contributions | $252,473 | NoncashContributionsAmt |
| Total Contributions | $41,612,740 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| CONFERENCE REG FEES | $40,850 | $40,850 |
| PRI INCOME | $9,100,510 | $9,100,510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,141,360 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $206,491 | TotalRevenueColumnAmt |
| Exclusion | $206,491 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $2,821,986 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,115,709 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $745,473 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,076,513 | TotalRevenueColumnAmt |
| Exclusion | $2,076,513 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,037,104 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,141,360 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,283,004 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,052,095 | TotalAmt |
| Program Services | $31,052,095 | 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 | $0 | TotalAmt |
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 | $608,395 | TotalAmt |
| Program Services | $576,374 | ProgramServicesAmt |
| Fundraising | $32,021 | 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 | $2,782,911 | TotalAmt |
| Program Services | $2,290,281 | ProgramServicesAmt |
| Fundraising | $492,630 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $944,832 | TotalAmt |
| Program Services | $761,205 | ProgramServicesAmt |
| Fundraising | $183,627 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $713,081 | TotalAmt |
| Program Services | $713,081 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,997 | TotalAmt |
| Program Services | $216,997 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,736 | TotalAmt |
| Program Services | $203,736 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,392 | TotalAmt |
| Program Services | $164,392 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
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 | $43,175 | TotalAmt |
| Program Services | $43,175 | ProgramServicesAmt |
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 | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| RECRUITMENT | $148,717 | $148,717 |
| Printing and Publications | $87,316 | $87,316 |
| AGING PROGRAM EXPENSES | $51,134 | $51,134 |
| WEBSITE | $41,672 | $41,672 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,723 | TotalAmt |
| Program Services | $67,723 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,126,176 | TotalAmt |
| Program Services | $36,417,898 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $708,278 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,018,274 | BOYAmt |
| EOY | $10,342,550 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,283,638 | BOYAmt |
| EOY | $24,683,523 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,255,768 | BOYAmt |
| EOY | $29,947,933 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,940 | BOYAmt |
| EOY | $72,474 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,818,102 | BOYAmt |
| EOY | $51,304,846 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $68,749 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,381,722 | BOYAmt |
| EOY | $116,420,075 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,514 | BOYAmt |
| EOY | $347,274 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,599,968 | BOYAmt |
| EOY | $51,494,985 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,000 | BOYAmt |
| EOY | $536,143 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $402,676 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,101,158 | BOYAmt |
| EOY | $52,378,402 | 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 | $22,219,906 | BOYAmt |
| EOY | $33,483,278 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,060,658 | BOYAmt |
| EOY | $30,558,395 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,280,564 | BOYAmt |
| EOY | $64,041,673 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,381,722 | BOYAmt |
| EOY | $116,420,075 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $15,910,928 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,149,819 | 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 | $13,277,476 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,630,033 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,497,049 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,233,989 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,612,741 | CurrentTaxYearAmt |
| Total | $145,251,288 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,277,476 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,630,033 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,497,049 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,233,989 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,612,741 | CurrentTaxYearAmt |
| Total | $145,251,288 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $40,414,988 | SubstantialContributorsTotAmt |
| Public Support Total170 | $104,836,300 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $245,265 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $658,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $948,041 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,230,614 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $206,491 | CurrentTaxYearAmt |
| Total | $3,288,942 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $245,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,004,490 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $866,273 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,707,299 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,141,360 | CurrentTaxYearAmt |
| Total | $15,964,570 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $164,504,800 | TotalSupportAmt |
| Public Support CY170 | 0.63730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63970 | 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) |
|---|---|---|
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $55,217,936 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,149,819 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $3,330,651 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $2,180,832 | RevenueNotReportedAmt |
| Revenue Subtotal | $53,037,104 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $53,037,104 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $40,456,827 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $3,330,651 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $3,330,651 | ExpensesNotReportedAmt |
| Expenses Subtotal | $37,126,176 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $37,126,176 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part X : FIN48 Footnote | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION IS SUBJECT TO THE PROVISIONS OF THE FINANCIAL STANDARDS BOARD'S ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740-10-05 RELATING TO ACCOUNTING AND REPORTING FOR UNCERTAINTY IN INCOME TAXES. THIS REQUIRED MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE ("IRS"). DUE TO THE FOUNDATION'S GENERAL NOT-FOR-PROFIT STATUS, MANAGEMENT BELIEVES THERE ARE NO TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FOUNDATION'S FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. DUE TO THE EXPIRATION OF THE STATUTE OF LIMITATIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2018.PART XI LINE 2B AND XII LINE 2ADURING THE FOUNDATION'S 2021 TAX YEAR, THE INSTITUTE FOR THE STUDY OF AGING, A RELATED 501(C) (3) TAX-EXEMPT PRIVATE FOUNDATION, PROVIDED THE FOUNDATION WITHOUT CHARGE AS AN IN-KIND CONTRIBUTION SERVICES HAVING A VALUE OF $3,330,651. THESE SERVICES INCLUDED SHARED PERSONNEL AND OFFICE SPACE AND ARE FURTHER DETAILED IN PART V OF SCHEDULE R. | ExplanationTxt |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EUROPE | 0 | 0 | GRANTS TO RECIPIENTS | ALZHEIMER'S DISEASE RESEARCH | $6,068,239 |
| NORTH AMERICA | 0 | 0 | GRANTS TO RECIPIENTS | ALZHEIMER'S DISEASE RESEARCH | $3,534,078 |
| AUSTRALIA | 0 | 0 | GRANTS TO RECIPIENTS | ALZHEIMER'S DISEASE RESEARCH | $1,173,161 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $10,775,478 | SubtotalSpentAmt |
| Total Spent | $10,775,478 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (5 entries)
| Purpose Of GrantPurposeOfGrantTxt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|
| RESEACH | ELECTRONIC |
| RESEARCH | ELECTRONIC |
| RESEARCH | ELECTRONIC |
| RESEARCH | ELECTRONIC |
| RESEARCH | ELECTRONIC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| 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 - Grantmakers Explanation For Monitoring Use of Funds Outside US | FormAndLineReferenceDesc |
| Explanation | GRANT RECIPIENTS ARE SELECTED THROUGH A RIGOROUS PEER-REVIEW PROCESS AS WELL AS AN INTERNAL REVIEW AND BOARD APPROVAL PROCESS. GRANTS TO BOTH U.S. AND INTERNATIONAL INSTITUTIONS ARE CLOSELY MONITORED. GRANTEES MUST SUBMIT MIDYEAR AND END-OF-GRANT PROGRESS AND FINANCIAL REPORTS. SUBSEQUENT PAYMENTS TO GRANT RECIPIENTS ARE CONTINGENT UPON THE RECEIPT AND SATISFACTORY REVIEW OF THESE REPORTS. PROGRESS OF GRANT RECIPIENTS IS COMMUNICATED TO THE BOARD OF GOVERNORS PERIODICALLY. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DINNER GALA | Event1Nm |
| Gross Receipts Event1 | $1,289,329 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $434,329 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $855,000 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $126,924 | OtherDirectExpensesEvent1Amt |
| Event2 | FALL SCIENCE LUNCHEON | Event2Nm |
| Gross Receipts Event2 | $1,233,393 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $761,293 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $472,100 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $25,911 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $162,204 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $2,414,973 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $920,087 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $1,494,886 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $29,621 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $400,813 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $4,937,695 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,115,709 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $2,821,986 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $55,532 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $689,941 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $745,473 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $2,076,513 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (34 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | CityForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALZHEIMERS RESEARCH UK AR-U | ||||||||||||
| GRANTA PARK 3 RIVERSIDE | EUROPE | UK | CB21 6AD | $2,052,000 | $0 | ALZHEIMER'S RESEARCH | ||||||
| AMPRION INC | ||||||||||||
| $631,600 | $0 | ALZHEIMER'S RESEARCH | 149 NEW MONTGOMERY ST STE 4L | SAN FRANCISCO | CA | 94105 | 261195143 | |||||
| ASSOCIATION FOR FRONTONTEMPOR | ||||||||||||
| $10,000 | $0 | ALZHEIMER'S RESEARCH | 290 KING OF PRUSSIA RD | RADNOR | PA | 19087 | 412073220 | |||||
| BOSTON UNIVERSITY | ||||||||||||
| $113,415 | $0 | ALZHEIMERS RESEARCH | 675 Commonwealth Ave | BOSTON | MA | 02215 | 042103547 | |||||
| C LIGHT TECHNOLOGIES | ||||||||||||
| $251,021 | $0 | ALZHEIMER'S RESEARCH | 2070 ASHTON WAY STE 102 | BERKELEY | CA | 94704 | 471963030 | |||||
| CLINICAL TRIALS OF ALZ DISEAS | ||||||||||||
| 154 AVENUE DE LODEVE | EUROPE | FR | 34070 | $48,480 | $0 | ALZHEIMER'S RESEARCH | MONTPELLIER | |||||
| EMORY UNIVERSITY | ||||||||||||
| $494,752 | $0 | ALZHEIMERS RESEARCH | 1784 DECATUR RD SUITE 510 | ATLANTA | GA | 30322 | 580566256 | |||||
| ETH ZURICH | ||||||||||||
| WINTERTHURERSTASSE 190 | EUROPE | SZ | 8057 | $470,007 | $0 | ALZHEIMER'S RESEARCH | ZURICH | |||||
| FD FOR THE NATIONAL INSTITUTE | ||||||||||||
| $250,000 | $0 | ALZHEIMER'S RESEARCH | 11400 ROCKVILLE STE 600 | NORTH BETHESDA | MD | 20852 | 521986675 | |||||
| FINGERS BRAIN HEALTH INST | ||||||||||||
| c/o STOCKHOLMS SJUKKEM 12230 | EUROPE | SW | 10226 | $150,000 | $0 | ALZHEIMER'S RESEARCH | STOCKHOLM | |||||
| FUJIREBIO EUROPE NV | ||||||||||||
| TECHNOLOGIEPARK 6 | EUROPE | BE | 9052 | $1,442,198 | $0 | ALZHEIMER'S RESEARCH | GHENT | |||||
| GAP INNOVATIONS PBC | ||||||||||||
| $1,500,000 | $0 | ALZHEIMER'S RESEARCH | 1101 K STREET MW STE 400 | WACHINGTON | DC | 20005 | 844925078 | |||||
| IMPERIAL COLLEGE OF LONDON | ||||||||||||
| SOUTH KENSINGTON CAMPUS | EUROPE | UK | SW7 2AZ | $2,000,000 | $0 | ALZHEIMER'S RESEARCH | LONDON | |||||
| JOHN HOPKINS SCH OF MEDICINE | ||||||||||||
| $150,000 | $0 | ALZHEIMERS RESEARCH | 1820 LANCASTER BLVD | BALTIMORE | MD | 21231 | 520595110 | |||||
| KI ELEMENTS | ||||||||||||
| Am HOLZBRUNNEN 1A | EUROPE | SZ | D-66121 | $965,827 | $0 | ALZHEIMER'S RESEARCH | SAARBRUECKEN | |||||
| LEWY BODY DEMENTIA ASSOC | ||||||||||||
| $10,000 | $0 | ALZHEIMER'S RESEARCH | 912 KILLIAN HILL RD SW 204 | LILBURN | GA | 30047 | 050577683 | |||||
| LIFE BIOSCIENCES | ||||||||||||
| $630,460 | $0 | ALZHEIMER'S RESEARCH | 75 PARK PLAZA STE 3 | BOSTON | MA | 02116 | 831308372 | |||||
| LINUS HEALTH | ||||||||||||
| $708,860 | $0 | ALZHEIMER'S RESEARCH | 202 WASHINGTON ST STE 310 | BROOKLINE | MA | 02445 | 842226806 | |||||
| MCGILL UNIVERSITY | ||||||||||||
| 805 RUE SHERBROOKE O | CANADA | CA | H3A 089 | $1,399,078 | $0 | ALZHEIMER'S RESEARCH | MONTREAL | |||||
| METRO INTL BIOTECHEDENROC | ||||||||||||
| $3,000,000 | $0 | ALZHEIMER'S RESEARCH | 100 BABBER AVENUE | WORCHESTER | MA | 01606 | 811565678 | |||||
| MINDIMMUNE THERAPEUTICS | ||||||||||||
| $1,835,000 | $0 | ALZHEIMER'S RESEARCH | 130 FLAGG ROAD | KINGSTON | RI | 02881 | 814014310 | |||||
| MMS HOLDINGS | ||||||||||||
| $1,148,760 | $0 | ALZHEIMER'S RESEARCH | 6880 COMMERCE BLVD | CANTON | MI | 48187 | 203236367 | |||||
| MONASH UNIVERSITY | ||||||||||||
| WELLINGTON ROAD CLAYTON | AUSTRALIA | AS | $671,160 | $0 | ALZHEIMER'S RESEARCH | VICTORIA | ||||||
| NEROVISION IMAGING INC | ||||||||||||
| $2,200,950 | $0 | ALZHEIMER'S RESEARCH | 1395 GARDEN HGWY STE 250 | SACRAMENTO | CA | 95833 | 825295275 | |||||
| NEURO THERAPIA INC | ||||||||||||
| $3,000,000 | $0 | ALZHEIMER'S RESEARCH | 10000 CEDAR AVENUE | CLEVELAND | OH | 44195 | 473977513 | |||||
| NEUROVISION IMAGING | ||||||||||||
| $2,200,950 | $0 | ALZHEIMER'S RESEARCH | 1395 GARDEN HWY | SACRAMENTO | CA | 95833 | 273554764 | |||||
| NOVOIC | ||||||||||||
| GEMMA HOUSEVINGSTON | EUROPE | UK | NW8 855 | $6,218 | $0 | ALZHEIMER'S RESEARCH | LONDON | |||||
| OPTINA DIAGNOSTICS | ||||||||||||
| 82 BOULEVARD DECARIE STE220 | CANADA | CA | H4P 2PS | $2,135,000 | $0 | ALZHEIMER'S RESEARCH | MONTREAL | |||||
| PREVENTIVE MED RESEARCH INST | ||||||||||||
| $2,500,000 | $0 | ALZHEIMER'S RESEARCH | 900 BRIDGEWAY | SAUSALITO | CA | 94965 | 942949537 | |||||
| SHEBA MEDICAL CENTER | ||||||||||||
| $94,097 | $0 | ALZHEIMER'S RESEARCH | 575 MADISON AVE 10TH FL | NEW YORK | NY | 10022 | 580301992 | |||||
| UNIQUEST | ||||||||||||
| LEVEL 7 GP SOUTH STAFF HSE RD | AUSTRALIA | AS | 4072 | $502,001 | $0 | ALZHEIMER'S RESEARCH | QUEENSLAND | |||||
| UNIVERSITY OF UTAH | ||||||||||||
| $500,000 | $0 | ALZHEIMER'S RESEARCH | 195 CENTRAL CAMPUS | SALT LAKE CITY | UT | 84112 | 876000052 | |||||
| VRIJE UNIVERSITEIT AMERSTERDA | ||||||||||||
| GUSTAZMAHLERLAAN 3004 | EUROPE | NL | $855,541 | $0 | ALZHEIMER'S RESEARCH | AMSTERDAM | ||||||
| WAVE LIFE SCIENCES | ||||||||||||
| $1,190,392 | $0 | ALZHEIMER'S RESEARCH | 733 CONCORD AVENUE | CAMBRIDGE | MA | 02138 | 271038236 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 24 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | GRANT RECIPIENTS ARE SELECTED THROUGH A RIGOROUS PEER-REVIEW PROCESS, AS WELL AS AN INTERNAL REVIEW AND BOARD APPROVAL PROCESS. GRANTS FOR ALL INSTITUTIONS ARE CLOSELY MONITORED. GRANTEES MUST SUBMIT MID-YEAR AND END-OF-YEAR PROGRESS AND FINANCIAL REPORTS. SUBSEQUENT PAYMENTS TO GRANT RECIPIENTS ARE CONTINGENT UPON THE RECEIPT AND SATISFACTORY REVIEW OF THESE REPORTS. PROGRESS OF GRANT RECIPIENTS IS COMMUNICATED TO THE BOARD OF GOVERNORS PERIODICALLY. SOME OF THE GRANTS LISTED IN PART II OF THIS SCHEDULE I ARE GRANTS WITH A "PARTICIPATING INTEREST," WHICH ENTITLE THE FOUNDATION TO RECEIVE, IN THE EVENT THAT THE FUNDED PROJECT IS LICENSED OR OTHERWISE COMMERCIALIZED, A PERCENTAGE OF THE LICENSING OR OTHER REVENUE THAT THE GRANTEE ORGANIZATION RECEIVES OR EQUITY IN THE RESULTING BUSINESS ENTITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | 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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt |
|---|---|---|---|---|---|---|---|---|---|
| GIORGIO ZEOLLA | |||||||||
| DIRECTOR | $94,247 | $94,247 | $32,986 | $32,986 | $127,233 | $127,233 | |||
| HOWARD FILLIT MD | |||||||||
| FOUNDING EX DIR | $537,145 | $28,271 | $212,938 | $11,207 | $821,333 | $43,228 | $71,250 | $3,750 | |
| JANIE SHISSLER | |||||||||
| SCIENTIST | $175,000 | $104,441 | $402,844 | $123,403 | |||||
| KAREN HARRIS | |||||||||
| CFO | $110,180 | $110,180 | $38,563 | $38,563 | $148,743 | $148,743 | |||
| MARK FORMAN | |||||||||
| SCIENTIST | $238,883 | $98,994 | $381,833 | $20,000 | $23,956 | ||||
| MARK ROITHMAYR | |||||||||
| CEO | $322,783 | $193,670 | $129,380 | $77,628 | $499,038 | $299,423 | $46,875 | $28,125 | |
| SHOBHA PRUSHOTHAMA | |||||||||
| SCIENTIST | $211,734 | $74,107 | $285,841 | ||||||
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part III, Additional Information | FormAndLineReferenceDesc |
| Explanation | EMPLOYEE JANIE SHISSLER RECEIVED A SEVERANCE PAYMENT IN 2021. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $252,473 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | THE FOLLOWING FAMILY AND/OR BUSINESS RELATIONSHIPS EXIST AMONG GOVERNORS AND OFFICERS OF THE FOUNDATION: (i) LEONARD A.LAUDER AND RONALD S.LAUDER: FAMILY AND BUSINESS RELATIONSHIP; (ii) LEONARD A.LAUDER, AND GARY M. LAUDER,: BUSINESS RELATIONSHIP;(iii) LEONARD A.LAUDER, RONALD S.LAUDER AND DR. HOWARD FILLIT: BUSINESS RELATIONSHIP;(iv) ALICE SHURE AND BONNIE PFEIFER EVANS: FAMILY RELATIONSHIP;(v)LEONARD A. LAUDER AND LADY LYNN FORESTER DE ROTHCHILD: BUSINESS RELATIONSHIP AND (VI)LEONARD A. LAUDER AND GARY M. LAUDER: FAMILY RELATIONSHIP. |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | THE FOUNDATION'S MEMBERS ARE THE SAME INDIVIDUALS WHO SERVE FROM TIME TO TIME AS THE FOUNDATION'S GOVERNORS. |
| Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body | THE FOUNDATION HAS MEMBERS WHO HAVE THE RIGHT TO ELECT AND REMOVE (WITH CAUSE) THE FOUNDATION'S GOVERNORS AND, UNDER APPLICABLE STATE LAWS, APPROVE FUNDAMENTAL CORPORATE CHANGES, SUCH AS A MERGER OR DISSOLUTION OF THE FOUNDATION. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | A draft of the completed Form 990 is reviewed by the Foundation's Founding Executive Director and by outside consultants, including legal counsel. The approved final Form 990 is signed by either the Foundation's Founding Executive Director or Treasurer and then a copy is provided to the Board of Governors and the Foundation's officers prior to its filing with the Internal Revenue Service. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | AT LEAST ANNUALLY, CONFLICT OF INTEREST DISCLOURE STATEMENTS ARE CIRCULATED TO THE BOARD OF GOVERNORS AND OFFICERS FOR REVIEW AND COMPLETION. THE COMPLETED STATEMENTS ARE THEN REVIEWED UNDER THE SUPERVISION OF A FOUNDATION OFFICER. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | ONLY UPON REQUEST |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| INSTITUTE FOR THE STUDY OF AGING INC | ||||||||||
| 57 WEST 57TH STREET | NEW YORK | NY | 10019 | 201082179 | GRANTS TO SUPPORT RESEARCH FOR COGNITIVE | NY | 501(C)(3) | PRIVATE FOUNDATION | N/A | false |
| INSTITUTE FOR THE STUDY OF AGING INC | ||||||||||
| 57 WEST 57TH STREET | NEW YORK | NY | 10019 | 201082179 | DECLINE & ALZHEIMER IN KIND CONTRIBUTION | NY | 501 (C) (3) | PRIVATE FOUNDATION | N/A | false |
| INSTITUTE FOR THE STUDY OF AGING INC | ||||||||||
| 57 WEST 57TH STREET | NEW YORK | NY | 10019 | 201082179 | FOR SALARIES, BENEFITS AND OTHER EXPENSE | NY | 501 (C) (3) | PRIVATE FOUNDATION | N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| INSTITUTE FOR THE STUDY OF AGING INC | ||
| m | $960,217 | ACTUAL EXPENSE |
| INSTITUTE FOR THE STUDY OF AGING INC | ||
| n | $362,253 | ACTUAL EXPENSE |
| INSTITUTE FOR THE STUDY OF AGING INC | ||
| o | $2,008,181 | ACTUAL EXPENSE |