2021-10-14T10:34:06-05:00 2020-12-31 111986323 MARCUM LLP 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 990 2020-01-01 133905508 FOOD ALLERGY RESEARCH & EDUCATION INC FOOD 7036913179 7901 JONES BRANCH DRIVE NO 240 MCLEAN VA 221025303 MR BART SNELL CFO 7036913179 2021-10-12 1 MR BART SNELL XXX-XX-XXXX AARON M FOX P01365820 2022274000 2021-10-08 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z MS LISA GABLE 7901 JONES BRANCH DRIVE NO 240 MCLEAN VA 221025303 67970952 0 X WWW.FOODALLERGY.ORG X 1996 NY FARE'S MISSION IS TO IMPROVE THE QUALITY OF LIFE AND THE HEALTH OF INDIVIDUALS WITH FOOD ALLERGIES. 9 9 62 55 0 0 23051255 18595742 57610 422768 929605 -250850 -493644 -60005 23544826 18707655 721023 7933544 0 0 5649710 7978585 0 134050 1875321 6682543 5492791 13053276 21538970 10491550 -2831315 65608655 61884454 2891200 2042502 62717455 59841952 FARE IS THE LARGEST PRIVATE FUNDER OF FOOD ALLERGY RESEARCH IN THE WORLD AND A CRITICAL FORCE WITHIN A COMPREHENSIVE LANDSCAPE OF HEALTH AND WELLNESS PARTNERS. 0 0 11321967 7754305 360864 RESEARCH: WE MAKE GRANTS AIMED AT BREAKTHROUGHS IN MEDICAL RESEARCH AND IMPROVEMENTS IN THE QUALITY OF LIFE OF INDIVIDUALS WITH FOOD ALLERGIES AND PROVIDING THEM HOPE THROUGH THE PROMISE OF NEW TREATMENTS. THIS INCLUDES BUT IS NOT LIMITED TO THE FARE CLINICAL NETWORK, THE DATA COMMONS, AND OTHER MEDICAL TRIALS AND STUDIES. 3647770 149239 52708 ADVOCACY AND EDUCATION: OUR ADVOCACY PRIORITIES ADDRESS CHALLENGING PUBLIC POLICY ISSUES FACING THE FOOD ALLERGY COMMUNITY INCLUDING REMOVING LEGISLATIVE AND REGULATORY BARRIERS TO THE DEVELOPMENT OF FOOD ALLERGY THERAPIES AND ENABLING MORE TREATMENT OPTIONS FOR THE FULL AND DIVERSE POPULATION OF FOOD ALLERGY PATIENTS. WE EDUCATE AND TRAIN THOSE WORKING IN FOOD ALLERGY AS WELL AS PROFESSIONALS SUCH AS DIETITIANS, ALLERGISTS, SCHOOL STAFF AND FOOD SERVICE PERSONNEL IN A VARIETY OF SETTINGS. 2948599 30000 SHARED AWARENESS AND OUTREACH: WE ARE FOCUSED ON ENSURING THE VOICE OF THE PATIENT IS HEARD ACROSS THE BROADER COMMUNITY WITH A DEDICATION TO DIVERSITY, EQUITY, INCLUSION AND ACCESS. WE WORK TO CREATE STANDARDS AND QUALIFICATIONS ACROSS THE PUBLIC HEALTH AND MEDICAL COMMUNITIES. OUR PROGRAMS AIM TO AMPLIFY THE VOICES OF PATIENTS WITH FOOD ALLERGIES AND TO ENGAGE IN PROMOTING LIFE, HEALTH AND HOPE FOR ALL THOSE MANAGING FOOD ALLERGIES. 17918336 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 132 0 1 62 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CO CT FL GA IL KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC UT VA WA WV WI X X MR BART SNELL 7036913179 7901 JONES BRANCH DRIVE NO 240 MCLEAN VA 221025303 LISA GABLE CHIEF EXECUTIVE OFFICER 40.00 X 550250 0 35915 BART SNELL CHIEF FINANCIAL OFFICER 40.00 X 375250 0 31268 SHERRY FAZIO CHIEF OF INSTITUTIONAL ADV 40.00 X 352375 0 30904 STEVE DANON VP OF EXTERNAL AFFAIRS 40.00 X 306353 0 22250 MICHAEL TRAGER DIRECTOR OF DEVELOPMENT 40.00 X 301550 0 24155 BRUCE ROBERTS CHIEF RESEARCH OFFICER 40.00 X 256453 0 21516 DANA WARD SR. DIR., PROG. MGM'T RESEARCH 40.00 X 227750 0 15943 JENNIFER GRATTAN SR. DIR. OF COMMUNICATIONS 40.00 X 171127 0 13690 RAM SCHARF SR. DIR. OF HUMAN RESOURCES 40.00 X 159196 0 9736 ANITA ROACH VP OF HEALTH INNOVATION 40.00 X 158875 0 9610 DAVID BUNNING CHAIR 1.00 X X 0 0 0 ADAM MILLER TREASURER - AS OF 02/2020 1.00 X X 0 0 0 REBECCA LAINOVIC SECRETARY 1.00 X X 0 0 0 LEIGH FEUERSTEIN DIRECTOR 1.00 X 0 0 0 HELEN JAFFE DIRECTOR 1.00 X 0 0 0 CHRISTINE M OLSEN MD DIRECTOR 1.00 X 0 0 0 ELISE PURCELL DIRECTOR 1.00 X 0 0 0 ROBERT L RICH DIRECTOR 1.00 X 0 0 0 MARY WEISER DIRECTOR 1.00 X 0 0 0 2859179 0 214987 19 0 1 0 UNIVERSITY OF SOUTH FLORIDA 3702 SPECTRUM BVLD RD ORLANDO FL 32886 MEDICAL ADVISORY 262500 CLYDE GROUP 411 K ST NW FL 3 WASHINGTON DC 20005 PUBLIC RELATIONS 157500 INTERACTIVE STRATEGIES 1133 CONNECTICUT AVENUE NW SUITE 6 WASHINGTON DC 20036 COMMUNICATIONS 140083 JG FUNDRAISING ADVISORS 305 RIVERSIDE DRIVE 2A NEW YORK NY 10025 FUNDRAISING 134050 MARCOM247 5810 KINGSTOWNE CENTER DR STE 120 ALEXANDRIA VA 22315 DIGITAL AND MEDIA SERVICES 106116 5 448727 808932 17338083 2018832 18595742 PATIENT REGISTRY FEES 900099 360864 360864 EDUCATION COURSE REGISTRATIONS 900099 52208 52208 MEETING CHARGES 900099 9196 9196 HONORARIUM 900099 500 500 422768 217651 217651 48619639 49088140 -468501 -468501 -468501 32821 448727 175157 -142336 -142336 INSURANCE SETTLEMENT 900099 79550 79550 OTHER 900099 2709 2709 REFUNDS/REIMBURSEMENTS 900099 72 72 82331 18707655 413572 0 -301659 7876919 7876919 31625 31625 25000 25000 1982534 1267495 117233 597806 4858374 3656166 808022 394186 182133 136622 32296 13215 519969 384327 77401 58241 435575 312937 69055 53583 240916 130633 95223 15060 40560 29272 5582 5706 40000 40000 134050 134050 616 616 808595 491845 186616 130134 648136 386928 104865 156343 362107 149433 102800 109874 407454 286659 27788 93007 284157 204592 56832 22733 87294 28724 9080 49490 742636 742636 78449 46733 12980 18736 55897 41515 6609 7773 CLINICAL STUDIES 670695 670695 MEDICAL HONORARIA 494697 494697 DUES AND SUBSCRIPTIONS 332058 316674 15384 STAFF TRAINING 166209 166209 32315 32315 21538970 17918336 1745313 1875321 X 578000 317000 105000 156000 9207963 13790901 7896157 5160426 7650111 7502300 96923 149299 257013 58385 491488 282391 287546 209097 40146459 34972668 66483 41378 65608655 61884454 1058215 691118 1469635 1079111 363350 272273 2891200 2042502 X 48839874 43755090 13877581 16086862 62717455 59841952 65608655 61884454 -2831315 -44188 0 X X 0 1 X 1 0 X 11577982 12202169 13407459 23051255 18595742 78834607 11577982 12202169 13407459 23051255 18595742 78834607 28093426 50741181 94079 213594 788697 1064546 217651 2378567 4284 17022 328928 8544 82259 441037 81654211 4068424 0.62140 0.88020 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2016 AMOUNT: $ 4,284. 2017 AMOUNT: $ 17,022. 2018 AMOUNT: $ 328,928. 2019 AMOUNT: $ 8,544. 2020 AMOUNT: $ 2,709. INSURANCE SETTLEMENT - 2020 AMOUNT: $ 79,550. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 144330 261464 405794 21376758 21782552 1000000 250000 0 0 896953 855807 802664 1000000 3555424 5333136 186500 159283 170325 405794 921902 224238 213952 200666 250000 888856 1333284 144330 144330 356979 167672 189307 54242 54242 0 80267 60477 19790 209097 DEFERRED RENT AND LEASE INCENTIVE 272273 272273 X 18662851 -44188 -44188 18707039 616 616 18707655 21538354 0 21538354 616 616 21538970 PART X, LINE 2: FARE REVIEWS AND ASSESSES ALL ACTIVITIES ANNUALLY TO IDENTIFY ANY CHANGES IN THE SCOPE OF THE ACTIVITIES AND REVENUE SOURCES AND THE TAX TREATMENT THEREOF TO IDENTIFY ANY UNCERTAINTY IN INCOME TAX. FOR THE YEAR ENDED DECEMBER 31, 2020, MANAGEMENT DID NOT IDENTIFY ANY UNCERTAINTY IN INCOME TAX REQUIRING RECOGNITION OR DISCLOSURE IN ITS FINANCIAL STATEMENTS. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 25000 0 0 0 0 0 0 25000 0 25000 EUROPE (INCLUDING ICELAND & GREENLAND) AS ONE OF THE LARGER OF ORGANIZATION DEDICATED TO IMPROVING THE LIFE OF PEOPLE LIVING WITH FOOD ALLERGIES, FARE PROVIDES DIRECT GRANTS TO RESEARCH UNIVERSITIES AND HOSPITALS. THE ORGANIZATION'S GOAL IS TO EXPAND RESEARCH BY ADDING KINGS COLLEGE TO ITS CLINICAL NETWORK. 25000 0 1 0 0 0 0 0 0 PART I, LINE 2: FARE FOLLOWS A FORMAL GRANT REVIEW PROCESS. ALL GRANTEES ARE REQUIRED TO SUBMIT COMPLIANCE DOCUMENTS SUCH AS INTERIM AND ANNUAL PROJECT REPORTS AND ANNUAL FINANCIAL RECONCILIATIONS THAT DOCUMENT PROGRESS ON DELIVERABLES, ACHIEVEMENT OF MILESTONES/GOALS, USAGE OF FUNDING DISBURSED, AND STATUS OF FUNDS ON HAND. THESE COMPLIANCE DOCUMENTS ARE REVIEWED AND APPROVED BY FARE PRIOR TO ANY PROCESSING OF PAYMENTS. ADDITIONAL CLARIFICATION IS REQUESTED FROM GRANTEES AS DEEMED NECESSARY. ANY REMAINING FUNDS ALONG WITH ONGOING EXPENSES ARE TAKEN INTO CONSIDERATION PRIOR TO THE DISBURSEMENT OF FUTURE PAYMENTS. ALL SUCH DISBURSEMENTS ARE DOCUMENTED AND SUBJECT TO A MULTI-STEP APPROVAL PROCESS. PART I, LINE 3: FOREIGN EXPENDITURES WERE ACCOUNTED FOR USING THE ACCRUAL METHOD OF ACCOUNTING. PART III ACCOUNTING METHOD: X X 1 JG FUNDRAISING ADVISORS 305 RIVERSIDE DRIVE 2A NEW YORK NY 10025 PROVIDE CONSULTING IN THE AREA OF FUNDRAISING 0 272500 134050 138450 272500 134050 138450 AK AL AR CA CO CT DC FL GA HI IL KS KY MA MD ME MI MN MS NC ND NH NJ NM NV NY OH OK OR PA RI SC TN UT VA WA WI WV HONOR YOUR DOCTOR 282950 258899 24051 4716 18865 67124 CONNECTICUT CONNECTION 103182 94412 8770 217 18654 4 95416 95416 6875 2629 56077 481548 448727 32821 11591 21711 141855 175157 -142336 1 THE BROAD INSTITUTE 415 MAIN STREET CAMBRIDGE MA 02142 263428781 501(C)(3) 5000000 MEDICAL RESEARCH GUTS-BRAIN STUDY NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 60208 362167817 501(C)(3) 1182256 PATIENT REGISTRY STANFORD UNIVERSITY 485 BROADWAY REDWOOD CITY CA 94063 941156365 501(C)(3) 671237 MEDICAL RESEARCH COMBINE/OIT STUDY CINCINNATI CHILDREN'S HOSPITAL 3333 BURNET AVE CINCINNATI OH 45229 310833936 501(C)(3) 78812 MEDICAL RESEARCH ACADEMY OF NUTRITION AND DIETETICS 485 LAGRANGE IL 60525 360724760 501(C)(3) 35000 EDUCATION LUCILE PACKARD FOUNDATION 400 HAMILTON AVNEUE PALO ALTO CA 94301 770440090 501(C)(3) 50000 MEDICAL RESEARCH UNIVERSITY OF CALIFORNIA 11000 KINROSS AVE LOS ANGELES CA 90095 956006143 501(C)(3) 19000 MEDICAL RESEARCH ARKANSAS CHILDREN'S RESEARCH 13 CHILDRENS WAY LITTLE ROCK AR 72202 710694931 501(C)(3) 42473 MEDICAL RESEARCH BOSTON CHILDREN'S HOSPITAL 300 LONGWOOD AVE BOSTON MA 02115 042774441 501(C)(3) 36527 MEDICAL RESEARCH ICAHN SCHOOL OF MEDECINE 1 GUSTAVE LEVY PL NEW YORK NY 10029 136171197 501(C)(3) 67473 MEDICAL RESEARCH JOHNS HOPKINS UNIVERSITY 600 N WOLFE ST BALTIMORE MD 21287 520595110 501(C)(3) 69892 MEDICAL RESEARCH MASSACHUSETTS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 042697983 501(C)(3) 33333 MEDICAL RESEARCH UNIVERSITY OF MICHIGAN 3003 S STATE ST ANN ARBOR MI 48109 366006309 501(C)(3) 75555 MEDICAL RESEARCH STANFORD UNIVERSITY 485 BROADWAY REDWOOD CITY CA 94063 941156365 501(C)(3) 71236 MEDICAL RESEARCH CHILDREN'S HOSPITAL OF PHILADELPHIA 3615 CIVIC CENTER BLVD PHILADELPHIA PA 19104 231352166 501(C)(3) 80555 MEDICAL RESEARCH UNIVERSITY OF VIRGINIA 1001 N EMMET ST CHARLOTTESVILLE VA 22903 546001796 501(C)(3) 52422 MEDICAL RESEARCH THE UNIVERSITY OF CHICAGO 5841 S MARYLAND AVE CHICAGO IL 60637 322177139 501(C)(3) 70967 MEDICAL RESEARCH THE UNIVERSITY OF NORTH CAROLINA 116 MANNING DR CHAPEL HILL NC 27599 566001393 501(C)(3) 77222 MEDICAL RESEARCH UNIVERSITY OF TEXAS SOUTHWESTERN 5323 JARRY HINES DALLAS TX 75309 756002868 501(C)(3) 39722 MEDICAL RESEARCH VANDERBILT UNIVERSITY MEDICAL CENTER 2200 CHILDRENS WAY NASHILLE TN 37232 352528741 501(C)(3) 28175 MEDICAL RESEARCH ANAPHYLAXIS & FOOD ALLERGY ASS OF NM 970 RAYMOND AVE ST PAUL MN 55114 050585573 501(C)(3) 5000 MEDICAL RESEARCH PARENTS OF ALLERGIC KIDS 4033 TEW COURT CHARLOTTE NC 28270 800471120 501(C)(3) 5000 MEDICAL RESEARCH GORDON RESEARCH 512 LIBERTY LANE W KINGSTON RI 02892 260150662 501(C)(3) 40000 MEDICAL RESEARCH FOOD ALLERGY NUTRITION 328 LAKE SHORE RD NEW YORK NY 10029 854363650 45062 EDUCATION 23 1 EDUCATION 50 31625 PART I, LINE 2: FARE FOLLOWS A FORMAL GRANT REVIEW PROCESS. ALL GRANTEES ARE REQUIRED TO SUBMIT COMPLIANCE DOCUMENTS SUCH AS INTERIM AND ANNUAL PROJECT REPORTS AND ANNUAL FINANCIAL RECONCILIATIONS THAT DOCUMENT PROGRESS ON DELIVERABLES, ACHIEVEMENT OF MILESTONES/GOALS, USAGE OF FUNDING DISBURSED, AND STATUS OF FUNDS ON HAND. THESE COMPLIANCE DOCUMENTS ARE REVIEWED AND APPROVED BY FARE PRIOR TO ANY PROCESSING OF PAYMENTS. ADDITIONAL CLARIFICATION IS REQUESTED FROM GRANTEES AS DEEMED NECESSARY. ANY REMAINING FUNDS ALONG WITH ONGOING EXPENSES ARE TAKEN INTO CONSIDERATION PRIOR TO THE DISBURSEMENT OF FUTURE PAYMENTS. ALL SUCH DISBURSEMENTS ARE DOCUMENTED AND SUBJECT TO A MULTI-STEP APPROVAL PROCESS. X X X X X 0 0 0 0 0 0 0 1 0 LISA GABLE CHIEF EXECUTIVE OFFICER 550000 0 250 0 0 0 22010 0 13905 0 586165 0 0 0 BART SNELL CHIEF FINANCIAL OFFICER 350000 0 25250 0 0 0 15010 0 16258 0 406518 0 0 0 SHERRY FAZIO CHIEF OF INSTITUTIONAL ADV 307125 0 45250 0 0 0 14095 0 16809 0 383279 0 0 0 STEVE DANON VP OF EXTERNAL AFFAIRS 300000 0 6353 0 0 0 12254 0 9996 0 328603 0 0 0 MICHAEL TRAGER DIRECTOR OF DEVELOPMENT 253000 0 48550 0 0 0 12062 0 12093 0 325705 0 0 0 BRUCE ROBERTS CHIEF RESEARCH OFFICER 256203 0 250 0 0 0 10258 0 11258 0 277969 0 0 0 DANA WARD SR. DIR., PROG. MGM'T RESEARCH 227500 0 250 0 0 0 9110 0 6833 0 243693 0 0 0 JENNIFER GRATTAN SR. DIR. OF COMMUNICATIONS 165000 0 6127 0 0 0 6845 0 6845 0 184817 0 0 0 RAM SCHARF SR. DIR. OF HUMAN RESOURCES 152049 0 7147 0 0 0 6368 0 3368 0 168932 0 0 0 ANITA ROACH VP OF HEALTH INNOVATION 158625 0 250 0 0 0 6355 0 3255 0 168485 0 0 0 PART I, LINE 7 BONUSES FOR EMPLOYEES, INCLUDING OFFICERS, ARE DISCRETIONARY. THE BOARD OF DIRECTORS DETERMINES ANY BONUS FOR THE CEO AND THE CEO APPROVES ANY BONUS FOR ALL OTHER EMPLOYEES. X 16 2018832 FMV 0 0 0 PART I, COLUMN (B): THE TOTAL SHOWN ON PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS THAT WERE RECEIVED. FORM 990, PART VI, SECTION A, LINE 8B WRITTEN MINUTES ARE NOT MAINTAINED FOR ALL BOARD COMMITTEES, BUT DECISIONS ARE TAKEN TO THE FULL BOARD FOR APPROVAL AND ARE DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FEDERAL FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C FARE HAS A WRITTEN CONFLICT OF INTEREST POLICY. IN THE EVENT OF ANY ACTUAL OR PERCEIVED CONFLICT, THE BOARD DETERMINES WHAT ACTION IS APPROPRIATE, IF ANY. FORM 990, PART VI, SECTION B, LINE 15 FARE'S PROCESS FOR ESTABLISHING THE FULL COMPENSATION PACKAGE FOR OFFICERS AND KEY EMPLOYEES INCLUDES THE USE OF MARKET PRICING DATA FROM A COMPENSATION SURVEY AND STUDY PROVIDED BY AN INDEPENDENT COMPENSATION CONSULTANT AND/OR EXECUTIVE PLACEMENT FIRM THAT THE BOARD APPOINTED COMMITTEE REVIEWS. IN ADDITION, THE WRITTEN EMPLOYMENT CONTRACT IS REVIEWED AND APPROVED BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 FARE'S FEDERAL FORM 990 IS AVAILABLE ON ITS WEBSITE. OTHER DOCUMENTS MAY BE MADE AVAILABLE UPON FARE'S CONSIDERATION OF THE REQUEST. FORM 990, PART XII, LINE 2C: IN THE FIRST BOARD MEETING OF 2020, THE AUDIT COMMITTEE WAS SUNSET WITH ROLES AND RESPONSIBILITIES OF AUDIT COMMITTEE MEMBERS INCORPORATED INTO THE FINANCE AND INVESTMENT COMMITTEE. THE FINANCE COMMITTEE WAS THEN ALSO TASKED WITH SELECTION AND OVERSIGHT OF AUDITORS.